Val Reece appointed as Pinnacle US Director of Client Services – 3E

[17.02.2022, Boston] Pinnacle announces that it has appointed Val Reece, as its new US Director of Client Services – 3E. Reece is based in Boston and works across Pinnacle’s teams who support all major operational functions within leading law firms.   Val says of her appointment: “I’ve loved working in the finance systems space within the legal […]


How cleaner data makes for more secure tax management

  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 have seen some necessarily seismic shifts in the approach to remote, efficient working.   I’ve been […]


Welcome, Jenny Lee

We’re very fortunate to have Jenny Lee joining the Pinnacle Americas Finance Systems team as a 3E Applications Consultant. Jenny is a very well-known and highly regarded analyst in the 3E arena, having spent the last 14 years with Thomson Reuters. Most recently she was Lead Business Analyst focused on Billing, Time Entry/time Capture, Proforma […]


How we helped a leading US law firm achieve quick success with OnePlace for Marketing

Our client: A leading US specialist IP law firm. The project: Our client was using Thomson Reuter’s Business Development Premier CRM suite. However, with the BDP application due to be sunsetted, they needed to find a suitable alternative for relationship intelligence and core CRM functionality. The client selected Intapp’s OnePlace for Marketing CRM and Relationships […]


‘Go-live’ support in a socially distanced world

  Client Resource Centre When lockdown put a summary end to on-site training and in-person go-live support, the Pinnacle Tigers moved quickly to plug a large and looming hole for a number of clients at the sharp end of their roll-outs. At the critical moment(s) assistance and training simply moved across to Zoom or Teams […]


How we helped an international tax consultancy enjoy a critical boost to their efficiency

Our client:                      A specialist tax consulting firm, with offices across the US and UK. The project:           Our client had gone live with 3E prior to our relationship. We provided a team of dedicated, hands-on experts to provide post-implementation recovery and support. Our team solved the technical, functional and process issues that were having an […]


Responding to temporary sales tax changes

How to keep up with temporary indirect tax (VAT, GST etc.) changes. While Pinnacle is supporting Briefing magazine’s current Tiger Teams initiative, it seemed only right to bring our own Tigers together and unleash them to solve a whole range of new challenges thrown up by the pandemic. The Tiger Team concept was made famous […]


Real Time Address Look Up

Taking a look at a ‘look-up’ tool During these unprecedented times with employees working from home the potential for incorrect or poor quality data entry has increased.   To help companies mitigate against this possible data quality issue, Pinnacle have created a new real-time Address look up tool. Instead of having to key in all of […]


How we helped an AmLaw 200 firm with Intapp OnePlace for Marketing

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 financial summary data Integration with SiteCore website content management system for lawyer biographical information Customer […]


Masterfile Management Address Data Webinar

The third of our webinars in association with Thomson Reuters – Masterfile Management in Enterprise, 3E and other systems – is now available on demand. Continuing the series theme of data quality, this latest webinar looks specifically at address data – why it’s important, how to safeguard valid address submission and how to find and […]