Automation Report

Almost every firm that Pinnacle is working with is looking to put in place automation, whether it is marketing automation, automation to speed up billing processes, integrating with external data feeds in the new business intake process, or using new technologies built into products, such as Intapp’s AI-assisted conflicts clearance. Whatever the process being automated, […]


How small steps can add up to big improvements

Innovation—a word much bandied about by firms and vendors but also a word that means different things to different people. Some 15 years ago, in a previous life when working in the angel investment arena, I heard Simon Woodroffe speak. Simon was the founder of YO! Sushi. He talked about making a 1% improvement in […]