Industry: Legal

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.

Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law. In this session, our panel will share some of the ways in which firms can adapt, grow, and drive stronger business development cultures in our new reality. You’ll learn: How data, insights and predictive analytics are being used to inform client growth programs How innovative strategies and techniques used in B2B marketing can be successfully applied inside law Why now, more than ever, law firm CMOs and CBDOs have a golden moment to lead the charge and shine.

Join us for the relaunch of the Intapp community for Intapp client development. At this event, you’ll connect with your peers and learn alongside others who leverage the Intapp client development solution. In this session, our panel will discuss and share details on the following key initiatives: Future updates to Intapp client development solution Our development roadmap for the rest of 2021 Our new Intapp Community portal Tips and tricks for enhanced List Builder and List Contributor features

The evolution of business development at law firms has taken the forefront as firms virtualize and engage with clients in new and different ways. It is now more important than ever that law firms hone in on business development practices to connect the firm and enable growth. Please join Intapp’s, Lavinia Calvert, General Manager, Marketing & Business Development Practice, Silvia Coulter, Principal at Law Vision, and Gillian Ward, CMO at Bryan Cave Leighton Paisner, for a thoughtful discussion on current trends in law firm business development practices. We’ll dig into the following learning objectives: The structure and maturity of the business development processes Trends in the way firms are engaging clients and enabling growth The next frontier – where innovation and investment happening

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.

From managing remote and distributed teams to more closely monitoring clients’ evolving risk profiles, risk management teams in today’s environment are charged with more responsibility and strategic oversight than ever before. Watch the webinar on-demand with Risk and Compliance Practice Group Leaders Makaylia Roberts Binkley and Eric Nerland to explore topics most relevant to you and your firm today, including: Managing and working in remote and distributed teams Overseeing risk management, client due diligence, and outside counsel guidelines in light of an evolving client landscape Looking ahead at how today’s challenges could establish a foundation for future efficiencies and focus areas

Professional services firms around the world are facing unprecedented challenges in the light of uncertainty facing clients in every geography and sector. However, firms are using this moment in time to establish safeguards in order to be aware of changing risk profiles and to be able to quickly respond. Watch the webinar recording to hear Practice Group Leader Eric Nerland and Ron Bass discuss: Leveraging corporate tree data, creditworthiness data and sanction list information as an integral component of holistic business acceptance Proactive monitoring and alerting after the client or matter has been opened Licensing options from Dun & Bradstreet, Standard & Poor’s, and Bureau van Djick corporate tree data

Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented amounts of technology at their fingertips — IT efforts fail to produce expected outcomes due to siloed data, disjointed processes, and unintuitive user experiences. With an integrated platform and modern technology, CIOs can overcome these obstacles. The right technology “building blocks” can help unify and streamline data and processes across the firm. As a result, the connected firm enables rapid decision making, enhances team- and client-level collaboration, and provides personalized experiences for its leaders and professionals. Join Jose Lazares, Vice President of Product and Innovation at Intapp, and John Arsneault, CIO at Goulston & Storrs, to learn how the Intapp cloud platform provides the core technology services and frameworks that allow technology teams to innovate: Enabling seamless data flow and synchronization across the firm Connecting and combining information throughout the client lifecycle in intelligent, strategic ways that give firm leadership 360-degree, always-available, real-time visibility into the business Creating personalized experiences that spur meaningful action.

Watch this session with Intapp Terms product experts Makaylia Roberts Binkley, AJ Ratnaparkhi, and James Edwards as they discuss how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.