This year, for the 30th time, the Thomson Reuters Institute’s Marketing Partner Forum opens its doors to legal marketing and business development professionals across North America.

Join Val Reece and Johnny Jones in Rancho Palos Verdes, California, between 23-25 January 2023.

About the event

This event is designed to leave the senior-most legal marketing and business development leaders with practical takeaways. This year’s program pays homage to some of mankind’s greatest civilizations as we assess socioeconomic forces of global change and the resilience of the legal profession.

The sessions combine the experiences and learnings of your peers and invaluable perspectives from conference partners. Besides the educational content, you will also have a chance to connect with other leaders in the industry.

The Marketing Partner Forum will equip you with:

  • Innovative approaches to marketing and business development in 2023
  • Awareness of the latest applications and their capabilities to support the modern CMBDO
  • Connections you can call on for motivation and advice

How Pinnacle help law firms implement marketing technologies

Intapp OnePlace Marketing & Business Development consulting

OnePlace Marketing & Business Development gives marketing professionals the tools they need to develop effective campaigns, track the ROI of their efforts, enhance firm reputation, and optimise client retention strategies.

Pinnacle works with your firm on an end-to-end implementation that is fit specifically for your law firm’s needs. Our extensive experience with other applications also allows us to put in place the necessary integrations that lift your CRM and Experience software out of their silos.

We design solutions with interoperability in mind. This approach allows you to surface insights that you otherwise couldn’t from any single application.


Proposal automation with PitchPerfect

PitchPerfect is an automation tool, set within Microsoft Office, which brings a streamlined and efficient way to pitch for new work. It allows more time to be spent producing bespoke proposals and pursuing the right opportunities.

The necessity to pitch for new work and new clients is relentless, clients now expect polished and sophisticated proposals submitted to tight timescales. That’s why now more than ever, it is essential to find a way to streamline the process and bring efficiencies.

The PitchPerfect tool automates the process of gathering up to date and relevant content for custom proposals while maintaining brand integrity through the document. The time saved in pulling together an initial draft allows for time spent tailoring the response to the clients’ exact needs.


Continuous application maintenance and improvement support

Our teams work as an extension to your law firm to deliver proactive specialist support, customised to your resources, needs and key business applications’ stage of maturity. The service draws upon the experience of consultants who are skilled in specific niches to provide the best solutions for issues and opportunities related to each aspect of your systems.

Meet our team

Val Reece

COO - North America

Johnny Jones

Principal Consultant and Team Lead - PitchPerfect

Conference host