Win more business: Produce data-driven insights by tapping into your firm’s greatest assets Improve the win-rate of your legal BD teams by creating highly customised programmes and pitches from the intelligence embedded in your CRM and EXP systems. Bryan Austin, Director of Business Development, Pinnacle US will be joined by Chris Whitmore, Intapp Practice Group […]
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 […]
‘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 […]
Client Portal for Intapp – Solving the problem of due diligence
Solving the problem of due diligence All law firm members will be familiar with some of the frustrations around KYC and AML in the new business intake process. For many of our Intapp clients they email out requests to parties for standard due diligence documents such as proof of identity and address; and when received […]
How to use Intapp Time 8 when working remotely
Want to see how a dedicated time recording solution can make life so much easier for employees working remotely when it comes to completing their timesheet? Check out our short 3 minute video from Pinnacle US CEO Bob Beach. We use Time 8 ourselves and here he highlights how Intapp Time 8 makes quick work […]
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 […]
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 […]
Pinnacle adds to Intapp team with business acceptance specialist
Pinnacle has announced the appointment of Yvette Hetherington as a senior consultant within the UK Risk & NBI team. Yvette joins from Allen & Overy where she was product specialist for the Intapp suite and liaised for a number of years with Pinnacle on A&O’s roll-out of Intapp solutions supporting risk management and business acceptance. Commenting […]
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 […]