Our client A top 5 Netherlands law firm The project Our client wanted to replace their legacy risk and business acceptance tools with an Intapp-based New Business Intake tool that would integrate with their legacy PMS. The project’s scope We carried out full end-to-end delivery of the project. This included working with our client’s team […]
Pinnacle Partners with FileTrail expanding Risk Practice with Information Governance Services
Legal technology consultancy to resell FileTrail in the UK Legal technology consultancy Pinnacle has announced a partner and reseller agreement with FileTrail in the UK. FileTrail provides next-generation information governance and records management software for law firms and highly regulated industries. Pinnacle will be expanding the scope of its Risk Management Practice to bring in […]
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 […]
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 […]
How is Pinnacle helping its customers with new business intake
We help firms in a myriad of ways. > We have a real strength in Anti-Money Laundering and KYC and are increasingly working with US based firms to reduce the burden of KYC compliance. We have developed thinking and associated forms and workflows which allows firms to undertake and record the necessary risk assessments and […]
Case Study: Clyde & Co LLP
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 also allow for seamless migration from Enterprise to 3E at a later date. You can read […]