Symphony – APS: Why use data-driven insight for your professional services firm?

Resource - 18/09/2020 : client lifecycle management, cloud based CRM, CRM, email marketing, envision, legal software, practice management, Symphony APS, timekeeping, whysymphony, Practice Management

1. Transparency across your firm improves client engagement and retention

Business development and ongoing client engagement for improved client retention is key for a business growth strategy. However, as many more people work...

Wilson Allen and Capensys announce strategic training services alliance at ILTA>On

News Article - 26/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, and Capensys, a leading  provider of software training services and technology, today...

Wilson Allen announces expansion of leadership team

News Article - 19/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, today announced the expansion of its leadership team with the promotions of Suki Sahansara to VP...

Briefing 5P webcast: Elevating client relationships to trusted business partnerships with Introhive

Video - 18/08/2020 : automation, business development, Client experience, CRM, Data Quality, Marketing & BD

The first in Briefing’s 5P series of webinars for 2020 focuses on the process that lies behind strengthening law firm-client relationships into trusted partnerships. Editor-in-chief Richard Brent is joined by Lindsey Elliott, general...

Pinnacle: Solving the problem of due diligence

Resource - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

All law firm members will be familiar with some of the frustrations around KYC and AML in the new business intake process. Many Intapp users will typically email out requests to parties for standard due diligence documents such as proof of...

Pinnacle: New Briefing Tiger Team session available to view

News Article - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

The Tiger Team has come roaring back into action, with Pinnacle once again partnering with Briefing...

Symphony - APS: Leverage industry expertise for focussed prospecting and relationship management

Resource - 18/08/2020 : client lifecycle management, cloud based CRM, CRM, email marketing, envision, legal software, practice management, Symphony APS, timekeeping, whysymphony, Practice Management

For professional services firms, right now your industry expertise is invaluable to support your existing clients in their sector. From the relationship managers in your firm through to the business development team, you are seeing and...

Pinnacle video: How to use Intapp Time 8 when working remotely

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

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 video highlighting how Intapp Time 8 makes quick work of time...

How Pinnacle integrated 3E Timecards with OnePlace for Marketing and tracked BD activity

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

They say you can’t manage what you can’t measure, so if you want to get a proper handle on your business development activity – who is doing what for whom and with what result – that process starts with capturing time...

Pinnacle video: Intapp Time - How to capture time spend in Microsoft Teams

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our 'Teams to Time' connector Intapp Time will automatically capture all the calls and meetings you carry out on Microsoft Teams. Like many firms come lockdown, we moved our business rapidly from using Skype for Business to Microsoft...

Pinnacle video: Client Portal for Intapp

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our Client Portal for Intapp - Client Due Diligence feature is a secure, branded link between your firm's Intapp New Business Intake platform and your clients.

All law firm members will be familiar with some of the frustrations around...

Wilson Allen Expands its CRM Practice with the additions of Jason Kennedy and Stacey Morrow

News Article - 13/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, is pleased to announce the additions of Jason Kennedy and Stacey Morrow to its roster.

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Mary Jo Gerrity and TJ Gerrity from Syndet Business Technologies join Wilson Allen

News Article - 06/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, is pleased to welcome Mary Jo Gerrity and TJ Gerrity from Syndet Business Technologies LC to its...

LexisNexis: Annual Bellwether survey reveals that smaller law firms see a strong future ahead

News Article - 29/07/2020 : business management software, case management, CRM, enterprise resource planning, legal software, workflow software, Technology

The latest Bellwether report titled “OMG or BAU – COVID-19 and the legal industry” was released today by LexisNexis Legal & Professional, a leading global provider of information and analytics.  The report highlighted...

Symphony – APS: Growth opportunities for professional services firms

Resource - 28/07/2020 : client lifecycle management, cloud based CRM, CRM, email marketing, envision, legal software, practice management, Symphony APS, timekeeping, whysymphony, Practice Management

Relying on busy professionals to manually enter ongoing client interactions, communication and meeting information, has traditionally meant that client care initiatives have simply not had the data or visibility required to support them.

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