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…
Read how Pinnacle drew on its finance system and risk expertise to help the world’s oldest law firm Thomson Snell and Passmore go live simultaneously with its new Elite 3E PMS and Intapp-based solution for conflicts checking and matter inception.…
The cultural and regulatory subtleties of Europe can easily be missed when seen from afar. A recent trip to New York by our risk and compliance specialists highlighted this observation. So now is a good time to introduce our Client Due…
Practice Management System Upgrades and Reporting By Michael Turner, Principal Consultant and Team Lead, Data Insights, Pinnacle The upgrade of a firm’s practice management system (PMS) is always driven by multiple factors, but enhancing a firm’s capability to produce, distribute,…