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.

...

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.

...

LexisNexis work with Bird&Bird to create specific legal guidance and precedents

News Article - 22/07/2020 : business management software, case management, CRM, enterprise resource planning, legal software, workflow software, Technology

LexisNexis Legal & Professional, a leading global provider of information and analytics have released, in partnership with international law firm Bird & Bird and ARPAS, a dedicated services agreement precedent for the drone operator...

Comment by James Harper, executive sponsor, LexisNexis Rule of Law Foundation and former GC

News Article - 15/07/2020 : business management software, case management, CRM, enterprise resource planning, legal software, workflow software, Practice Management, Community

It brings into stark focus a deep-rooted inequality experienced by a specific community, an inequality that has become so normalised and entrenched in many people’s lives that it ceases to stand out as being wrong.  It is our hope that...

Symphony APS: Three steps to improve client retention and increase revenue

Resource - 15/07/2020 : client lifecycle management, cloud based CRM, CRM, email marketing, envision, legal software, practice management, Symphony APS, timekeeping, whysymphony, Practice Management

Your commitment to clients and the longevity of these relationships is the lifeblood of any professional services firm, but how can you perform more strategically to not only maintain revenue but increase it?

For an accountancy...

Wilson Allen webinar: Unlocking insight with Azure AI and Cognitive Services

Event - 15/07/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Technology, Webinars

Who should attend: IT professionals

Presenters: Greg Murphy, VP, Products and Norm...

Wilson Allen webinar: Pandemic-specific revenue projections

Event - 15/07/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Technology, Webinars

Who should attend: Finance professionals

Presenters: Greg Murphy, VP, Products and Bo Yancey...

Shishir Shetty promoted to Chief operating officer at Wilson Allen

News Article - 02/07/2020 : 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 that Shishir Shetty has been promoted from VP of technology services to the...

Briefing 5P webinar: Learn how to elevate your firm’s client relationship to a trusted business partnership

Event - 01/07/2020 : automation, business development, Client experience, CRM, Data Quality, General, Marketing & BD, Webinars

Briefing 5P is back with a series of monthly live webinars, ahead of the main event later in the year, to help law firms navigate the complex issues of our time. 

Each month, Briefing will uncover...