Product: Intapp DealCloud

Change is never easy – especially for partner-led professional services firms where key decisions typically require consensus.  Abrupt, overwhelming, unpredictable change is even more difficult.

From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand. Business development and marketing teams are being increasingly tasked with providing the firm with these insights while continuing to respond to RFPs quickly, organize highly targeted events and webinars, and showcase practices to build the firm’s brand. Watch part 1 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: How can your firm make the best use of people, processes, and data to successfully align the business with client needs? What are some best practices, transforming practice, sector, business development, and marketing teams? What data, metric, and capabilities are needed to effectively support your lawyers and, ultimately, your clients? Webinar series info: Watch part 2 of this 4-part series here.  Watch part 3 of this 4-part series here. Watch part 4 of this 4-part series here.

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: Watch part 1 of this 4-part series here.  Watch part 2 of this 4-part series here.  Watch part 4 of this 4-part series here.

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.

Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have. In part one, we’ll review the following points to keep in mind before making a decision: Attainable goals and what you can hope to accomplish through CRM transformation What solutions are in the marketplace  How these solutions compare

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action. During this webinar, you will learn: How to articulate a persuasive business case for investing in a new CRM for your firm Identify and document technology gaps that link directly to business impacts Quantify the actual cost of lost opportunities attributable to legacy CRM systems

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work. During this webinar, you will learn: How to use Intapp Marketing and Business Development to run practice group meetings Real-world examples including client satisfaction, lateral onboarding, and industry teams How the connected firm — connecting people, processes, and data using the right technology — transforms your work and strengthens client relationships

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

Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success. CRM experts from Pinnacle and Intapp will share insights into how other firms have approached user success and will demonstrate how Intapp’s DealCloud solution can help you measure it. During this webinar, you will learn: Different ways to define and track user success How to encourage user adoption at your firm How user success can be measured in Intapp’s DealCloud solution

A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.