Webinar: CRM Success Series Part 3.

  3: Driving Operational Improvements and Efficiencies You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. What now? You’re about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value […]


How to achieve CRM success webinar: Part 2

  CRM Success Part 2:  Encouraging adoption and user success In the second webinar in our CRM Success series, in partnership with Intapp, we’re focusing on encouraging adoption and user success.  Pinnacle Head of Business Transformation & Chief Operations Officer Tony Pullman, and Intapp Principal Consultant Amy Fielek will be discussing how to define, encourage […]


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 […]


How we rapidly designed and implemented Intapp OnePlace for Marketing CRM solution

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 drive profitable revenue Scope: The focus of this project was on implementing capabilities to support […]


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 […]


Pinnacle to attend LMA 2020

Pinnacle US will be attending this year’s LMA Annual Conference, taking place March 25-27 in Denver, Colorado. BD Head Bryan Austin and team will be on hand to advise firms looking to drive new, more profitable revenue through business development programs. It’s an excellent opportunity to: Tap into the expertise of Intapp’s ‘go-to’ partner for […]


Pinnacle keen to air its Cloud experience

Uniquely among legal technology consultancies Pinnacle runs its business on the same systems used by its clients, providing both its staff and its clients with invaluable experience and perspective. Over the past 18 months there has been a particular focus on the Cloud in response to partner Intapp’s own Cloud-first shift. First up for the […]