Client: Am Law 200 firm Project: We worked with our client to rapidly design and implement Intapp’s OnePlace for Marketing CRM solution. This application supports firms’ marketing and business development initiatives, helping to better understand and develop client relationships and…

Client: Am Law 200 firm Project: Firm-wide implementation of Intapp OnePlace for Marketing - Experience Scope: Typical experience management configuration of custom client, matter, experience, and lawyer profiles, dashboards and views Integration with Elite 3E for client, matter, timekeeper and…

How we helped a UK top 50 law firm increase its support satisfaction rate from 40% to 96%   Our client:               A UK Top 50 law firm The project:            …

You've done the hard work getting 3E up and live - what next? In this latest article in Forefront, Tony Pullman outlines how 'going live' should not be the end point but rather the starting point for a long term…

Introducing Monitor In our latest webinar, in partnership with Thomson Reuters, we introduce Monitor, a new product in Pinnacle's Data Quality Management Suite Firms have an assumed model - that 3E and Enterprise are supposed to be in balance; clients…

Pinnacle, in partnership with Thomson Reuters, ran a webinar on the 30th October titled 'Entities, Sites and Other Objects'. Christopher Young and Beau Lynch talked attendees through how their data can be cleansed and restructured in 3E to gain better…

In September's issue of Forefront, Christopher Young, practice head of both Pinnacle’s Risk and Compliance and recently launched Business Development teams, offers some practical advice on how firms can drive more value from their CRM investments. You can read the…

Read how, Pinnacle, working in partnership with Thomson Reuters Elite (TRE), used it's expertise to create a robust technical solution to clean Weightmans’ current data - minimising duplicate entities and aged records, reducing their impact on reporting, conflict checking and…

Read how Pinnacle leveraged its TRE and Intapp knowhow to help Clyde & Co LLP.  Refreshing new business intake (NBI) and conflict checking processes in such a way that they could integrate with Clyde & Co LLP's existing PMS but…