Industry: Legal

Law firms know that outside counsel guidelines (OCGs) are only going to increase in volume and complexity in the future — and firms will need to adopt modern tools, policies, and best practices to effectively manage those mandates.

Under the strategic partnership with Microsoft, Intapp is adopting Azure as its preferred platform for delivering the industry cloud for professional services, helping firms harness the full power of purpose-built software and services that support the modern workplace.

In the decade since the last worldwide financial crisis, the business of law has changed significantly. Risk and compliance teams have continued to mature during this time; they now assess risk more holistically to inform strategic growth. Today, as we enter unchartered territory for the world’s economy and the practice of law, risk teams will prove more important than ever in helping their firms adapt to new conditions while continuing to achieve their goals. Please join John Sharkey, Vice President of Risk Practice at Intapp, and Judy Berman Director, Global New Business Intake and Information Management at Sherman & Sterling whom will provide observations on challenges, trends, and opportunities for strengthening law firm risk and compliance in the current environment: Introducing risk-aware business development targeting to maximize efficiency, drive strategic alignment, and make profitable decisions Breaking down silos to comprehensively manage risk across business acceptance processes Monitoring and surfacing ongoing risks to protect your firm.

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more sophisticated technology than ever before, which enables them to drive firmwide transformations for long-term profitable delivery. Join Chris Kraft, General Manager of Operations and Finance at Intapp, and Toby Brown, Chief Practice Management Officer at Perkins Coie, to learn how, in challenging times like these, a truly connected firm can enhance outcomes: Learning from this period of deep crisis to adapt and drive lasting, positive change Recognizing that prioritizing client needs doesn’t mean sacrificing profitability Advocating effectively for a change agenda across the entire firm.

Briefing Frontiers: Closer to clients took place as a virtual event on 21 May 2020. The virtual event explored how firms can better align themselves to client needs, and foster stronger relationships

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge. During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its unique needs, eliminating the manual effort required of marketing teams. By unifying data across the applications your professionals use every day, your firm can strengthen client relationships, build a better brand, empower firmwide collaboration, and drive revenue growth. This webinar was originally hosted and presented by the Legal Marketing Association (LMA).

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

Today’s legal clients scrutinize their spending and are well informed about prices, value and competitive alternatives. This necessitates insight-driven marketing and business development strategies. However, marketing can only provide these insights if they have greater transparency into client matters, along with a seamless process to access, capture, and curate data in order to predict future client needs with confidence. Law firm marketing is at an inflection point. Modern CMOs are the change agents who can advance marketing from a supportive function to a strategic partnership. With a birds-eye view across the entire client lifecycle, CMOs are best positioned to champion data-driven decision making and the requisite infrastructure and process changes. The payoff? Win new business among new and existing clients, increase revenue and gain market share. Watch this on-demand webinar to explore topics including: Opportunities to integrate data into the culture of the firm Change management strategies to build firm-wide support Advancing smart collaboration and key-client planning: industry use cases Where to start

There is no secret that there is a genuine supply and demand issue with legal marketing talent at all levels; there is simply not enough people to go around for the positions that are open. Furthermore, many firms are seeking talent who have very nuanced experience which makes it even more difficult to fill positions. In this session, Jennifer Johnson Scalzi will give a general market overview of the talent market at all levels and what you can do to think about attracting the best and brightest and then keeping them (the former is harder than the latter!). She will talk through recruitment best practices, provide insights on what talent is looking for in an employer, and ideas for how to keep the ones you want for the long-term. The need for legal talent doesn’t stop there. For Finnegan, one of the largest IP law firms in the world, it recognized that to remain competitive there is a demand to tee up the best possible team for its services. To do this, the firm is relying more and more on experience management. Terra Liddell, CMO at Finnegan, will elaborate on why ‘conversations in the hallway’ don’t cut it anymore. Attorneys are coming to marketing to understand who is best at ‘X’ technology and unearth the appropriate legal talent for the work. Listen to her past “experience” (pun intended!) on tracking only cases and how the marketing team now tracks and searches not only across cases, but across all matters, all of the firm’s professional’s technical experience, and client experiences and classifications within industries — all very quickly to shine a light on the legal talent.

Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights. During this fireside chat, our panel will discuss critical factors in the success of team collaboration, including: How marketers can serve as connectors between lawyers and clients What type of infrastructure is required to foster firmwide team collaboration How you can drive adoption of team collaboration with lawyers