• Resources

    Practical insights for professional services firms

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Financial Services, Professional Services
Ebook

The Rainmaker Genome Project research report

This report gives you an in-depth understanding of the partner profile linked to the most successful rainmakers. It offers industry benchmarks for each of the five partner profiles identified by the research, as well as ideas to help your organization scale business development best...

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Legal
Ebook

An action plan for modern legal work: Key considerations in your firm's Microsoft Teams journey

The Microsoft Teams wave is here. Most law firms and professional services firms are currently only scratching the surface when it comes to using Teams for collaboration. But as Teams gains momentum with your clients and prospects, it will eventually replace Microsoft Outlook as the...

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Legal
Ebook

Driving higher realization and client satisfaction with the power of Intapp Time, Terms and Billstream

Law firms can improve the work-to-bill lifecycle with compliant time and prebilling software. Read what clients have to say about the power of Intapp Time, Terms, and Billstream, and how these solutions help them power profitable matter financial management and ensure client satisfaction.

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Legal
Ebook

Why a legal CRM solution may be the best IT investment your law firm makes for business development

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

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Legal
Ebook

A guide to cross-selling: How law firms can grow client relationships and drive revenue

To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices. Download the e-book to learn more about best practices and technology for...

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Corporate Legal
Ebook

The digital transformation imperative for corporate legal operations

This e-book explores opportunities for corporate legal departments to better and more sustainably demonstrate value within their organizations. Discover practical ways for companies to undertake digital transformation for their corporate legal departments using their pre-existing...

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Accounting
Ebook

Better Timekeeping Boosts Revenue for Accounting Firms

Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.

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Legal
Ebook

Taming time with technology

Download this ebook to learn how capturing timekeeping data can help your firm make time entry accurate, contemporaneous, and compliant with client billing terms.

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Accounting, Consulting
Ebook

Revealing the hidden value in your engagements

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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Legal
Ebook

Navigating a New Reality in the Client-Empowered Era

Read our report, “Navigating a New Reality in the Client-Empowered Era,” to learn if your firm is making the right investments in legal technology.

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Ebook

Harnessing data to win more business

Explore how firms can leverage data and technology to build stronger client relationships and fuel growth.

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Legal
Ebook

5 big trends changing law firm business acceptance

Read the five global legal trends that are testing the limits of even the best new business acceptance models.