How is Pinnacle helping its customers with new business intake? At what point in the client lifecycle should data capture for the NBI process start?
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I am hearing lots about Panoramic. What is it and will it really be useful?
We are using the Intapp suite for new business intake and there seems to be lots of manual intervention in terms of setting up the financial aspects of the matters in 3E – rates, payors etc. Does it have to be this way?
We use 3E. Like many firms, we and our lawyers battle with delivering work to the estimates that we have provided to clients. How can 3E and the ancillary tools help with doing this better?
I work for a small firm, we are on Enterprise and haven’t finished the procurement process yet so don’t know what we are moving to. What should we be doing now, if anything, to make it easier?