Director, Strategic Consulting
Ryan focuses on the on the development, refinement, and collective understanding of broader partnership strategy including designing and executing the transformational components required to achieve these strategic goals. Prior to joining Intapp, Ryan was a practicing attorney in the federal trials and appeals practice. Thereafter, Ryan joined KPMG’s strategy and transformation group developing the strategies and driving end-to-end transformations for large government initiatives and scaled global partnerships.
The Key to Gaining Consulting Client’s Trust: Best Practices for Optimizing Onboarding with a Software Conflicts Check
This post will address how the Intapp Conflicts solution can be beneficial for gaining your consulting client’s trust. The key features of the platform are maintaining comprehensive diligence, improving quality, and comprehensive clearance.
Legal CRM: Practical changes that have a big impact on business performance (Part 3)
While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.
In part three, we’ll explore best practices for transformation. We’ll discuss what interventions are most effective in managing change. We’ll examine the metrics that best showcase the value delivered and also discuss how these enhanced ways of working support efforts to gain new clients, grow existing client relationships, and build a better brand.
Watch part 3 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
We’ll provide practical answers to questions such as:
- Are your firm’s current processes documented? Are they adhered to consistently and with high accuracy?
- How do your existing processes ladder up to support growth strategies while incentivizing individuals? What problems are you trying to solve with any proposed changes?
- When you roll out new processes, how do you measure whether or not they are effective? What systems and metrics are especially telling?
Webinar series info:
Four Key Components of Successful Legal CRM Transformation [Webinar Recap]
Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis share best practices for law firms considering CRM transformation as a means to strengthen connections with clients in order to drive growth.