Brian Conway

Optimize content relevancy and presentation with automated legal proposal generation. Intapp DealCloud offers a best-in-class experience database that integrates with QorusDocs for actionable engagement intelligence, elegant design presentation, and higher win rates.

Lateral onboarding for law firms drives success with law firm lateral hiring. DealCloud and Intapp Risk & Compliance simplify lateral hiring processes through legal CRM and risk management tools for lawyer intake and conflicts clearing for better retention and ROI.

Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of DealCloud and QorusDocs, firms combine the centralization of critical data spanning expertise, clients, and matters with award-winning, automated document generation capabilities.

We’ll discuss ways your firm can leverage these best-of-breed tools, including:

• Developing winning pitches and proposals by harnessing internal firmwide intelligence
• Sourcing answers to RFP questions directly from firm data using AI and natural language processing (NLP)
• Improving the quality of proposals and winning more business using proposal management tools with automated proposal development, tracking, and insight capabilities help firms

Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of DealCloud and QorusDocs, firms combine the centralization of critical data spanning expertise, clients, and matters with award-winning, automated document generation capabilities.

We’ll discuss ways your firm can leverage these best-of-breed tools, including:

• Developing winning pitches and proposals by harnessing internal firmwide intelligence
• Sourcing answers to RFP questions directly from firm data using AI and natural language processing (NLP)
• Improving the quality of proposals and winning more business using proposal management tools with automated proposal development, tracking, and insight capabilities help firms

What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter onboarding, resulting in a positive experience for incoming partners and their clients? What if these improvements left your firm more time to focus on integrating and setting up new partners for success? Join us to discuss how firms are building competitive advantage by modernizing their lateral onboarding processes.

Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame — these obstacles. You’ll benefit from their learning experiences without having to go through them yourself. Speakers will also share actionable ideas and best practices for success.

What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter onboarding, resulting in a positive experience for incoming partners and their clients? What if these improvements left your firm more time to focus on integrating and setting up new partners for success? Join us to discuss how firms are building competitive advantage by modernizing their lateral onboarding processes.

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. 

Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work effectively. 

Start enabling your firm’s “pilots” with the data, tools, and insights they need to grow their practices and improve client experiences. Hear from former law firm practitioners who’ve dealt with these challenges head on. Understand what types of critical information lawyers want — and what formats they need — and give them the visibility and confidence they need to soar to new business development heights. 

In this session, we’ll help you chart your flight plan:

• Shifting the mindset about how to best enable business development for lawyers 
• Sharing a framework for developing lawyer-centric solutions that attendees can begin using immediately within their own firms 
• Demonstrating, with real-world examples, the power of a well-calibrated partner/lawyer cockpit

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.

Our experts will discuss a variety of topics:

• Identifying the adoption dilemma and understanding how it manifests
• Digging into the science of change management to build a compelling CRM adoption and communications strategy
• Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it

Join us to learn how DealCloud, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.

• Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships
• Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs
• Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact