Profitable Conservation: Preventing the Erosion of Profit Over the Lifecycle of a Matter

On-Demand Webinar

When a matter is opened, profitability is everywhere. There are abundant billing opportunities and options for work. As time goes on, however, profit erodes throughout the lifecycle of a matter. How can firms leverage persistent and consistent data analysis to conserve and protect their profit ecosystem? Join us in this moderated panel to discuss real-world examples of profit and client relationship erosion over time and how they were saved and increased by using the data already in the firm’s systems.

Speakers

Jill Nelson

Senior Director, Product and Business Management

Intapp

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Jill Nelson

Senior Director, Product and Business Management

Intapp

Jill Nelson looks after the business end of Intapp’s OnePlace Operations & Finance solution, comprised of Intapp Time, Intapp Pricing and the intersections of those products with Intapp Terms. Jill converges her 20 years of legal tech experience across finance, product management & product marketing and a strong affinity for analytics to supply, together with the products and marketing teams, a multi-dimensional approach to supplying Intapp’s customers and stakeholders solutions that meaningfully impact the business of law.

Bo Yancey

Vice President, Data & Analytics

Wilson Allen

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Bo Yancey

Vice President, Data & Analytics

Wilson Allen

Bo Yancey serves Wilson Allen as VP, Data & Analytics practice, having previously served as director, strategic initiatives. Bo’s responsibilities encompass the company’s overall BI and reporting product vision, strategy, and goals including data analytics, process review, data integrity, and migration services and system advisory services. Previously, Bo worked with LexisNexis and Redwood Analytics as director of professional services, director of business of law services, and a senior consultant. In those roles, he led a team that provided implementation services, custom services, training, and strategic consulting to over 160 law firms in the U.S., U.K., and Australia. He holds a Bachelor of Arts degree in business administration from the University of Virginia and an MBA from the College of William & Mary.

Mead Sarrett

Senior Business of Law Consultant

Wilson Allen

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Mead Sarrett

Senior Business of Law Consultant

Wilson Allen

Mead Sarrett is a Senior Business of Law Consultant with Wilson Allen. In this role Mead focuses on helping firm improve their data consumption practices to maximize profitability and operational efficiency. He specializes in profitability, matter pricing and planning, partner compensation, analytics software development, and data governance. Mead has 6 years of experience and has become a trusted advisor by bringing innovative ideas to law, accounting, and economic consulting firms across the globe.

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