Industry: Legal

As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting. Join a panel of experts on Thursday, April 29, as we discuss how a purpose-built solution can help mitigate risk, ensure compliance, and drive profitability. The session will discuss: How an integrated, cloud-based solution with advanced technology can help your firm Accelerate and optimize risk management activities, with AI and predictive modeling allowing lawyers to focus on billable work Onboard new business seamlessly while managing risk and monitoring ongoing relationships How your firm can deploy a connected approach to managing risk and meeting client expectation

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

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics already at play and created new urgency for an accelerated digital transformation for many. Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution. But to what extent does a consulting firm’s own cloud strategy and IT infrastructure impact its ability to attract and retain that talent? And do firms that drink their own proverbial Champagne do a better job attracting and retaining clients? Join an expert panel with leaders from Intapp and Beecher Reagan on Thursday, June 24, as we discuss two key considerations for cloud: How to create a connected, cloud-first firm, and how to recruit the best cloud consulting talent to help your clients make their own moves to the cloud.

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy MLRO at Ashurst — discussed how technology can support your firm’s risk assessment processes, helps users collate and review necessary client information, and evaluate the impacts of risk scoring and active risk monitoring across the client matter lifecycle. Watch this on-demand video to learn how your firm can streamline risk assessment, AML, and customer due diligence: Understand today’s AML and CDD challenges, and the benefits of risk scoring and risk management throughout the client matter lifecycle Learn how Intapp Risk & Compliance can help your firm manage its AML and financial crimes process, including integration with widely used external data sources, as well as review, escalation and approvals Manage client interaction portals to streamline the process and gather relevant information and documents

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could or should do. Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed. Here are just a few of the #EpicCRMFails ‘potholes’ you will learn to avoid on the road to CRM Success: Problems First, Products Second – Identify your needs and requirements first before attempting to evaluate software. Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption. No Dog and Pony Shows – Don’t get distracted by shiny bells and whistles. Instead, choose the features and functionality that match your needs and requirements. Defeat the Deluge of Data – Don’t drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial Intelligence and Law to a different aspect of interesting problems, primarily related to the business side of the legal practice. AILBiz intends to open a space for researchers — both experienced and newcomers — to participate in discussions, exchange ideas, and collaborate around a specific set of problems in which AI/ML solutions have the potential to drive profound transformation within this global multimillion-dollar industry.

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could or should do. Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed. Here are just a few of the #EpicCRMFails ‘potholes’ you will learn to avoid on the road to CRM Success: Problems First, Products Second – Identify your needs and requirements first before attempting to evaluate software. Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption. No Dog and Pony Shows – Don’t get distracted by shiny bells and whistles. Instead choose the features and functionality that match your needs and requirements. Defeat the Deluge of Data – Don’t drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.

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