Clare Denby, Principal Consultant and Finance Systems Team Lead at consulting group Pinnacle, knows that more secure tax management is there for the taking in 3E – but you need to look beyond the workflow. The last two years…
PitchPerfect has grown in client base and functionality significantly since I first joined the team back in 2015. When you work with an application day-to-day it is all too easy to start taking its features for granted so I’ve taken…
As winter draws in, we’re seeing our US law firm clients begin planning for 2022 – and so we’ve also taken a look at what next year might look like, with the help of both Deloitte’s latest CFO survey and Briefing’s recently…
The final session of our CRM success webinar series turned the story told so far into a cohesive whole. Whilst a robust CRM like Intapp OnePlace pays dividends across a range of law firm BD and marketing activities, where its…
Another wave of conversations about returning to the office will be in full motion with the arrival of September, and by now firms have become much more efficient at assessing the related operational implications. An interesting dynamic that has been…
In talking to a spectrum of national and international law firms about the challenges they face, it became clear that there was a relative shortage of comparative published information about the pitch management process, in particular, the pitch document creation.…
Insights from the TR Marketing Partner Forum The 2021 Thomson Reuters Marketing Partner Forum (MPF), though not as busy as usual, was once again an incredibly well organized and professionally run event, with great opportunities to dive into the happenings…
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…
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.…
Most law firms need skilled resources to undertake part-time or intermittent activities within their business support functions. The default solution is to make these tasks part of an individual’s role, rather than to entrust them to an external expert on…