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...

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...

Pinnacle: Capturing teams in time

Resource - 22/07/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Finance

Given that law firms had to mobilise at an unprecedented speed and scale come lockdown, they responded pretty well by all accounts – a view certainly endorsed by the participants in the first Briefing Tiger Teams session.

...

Pinnacle: Why change depends on the right 'burning platform'

Resource - 22/07/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Technology

As change professionals, we talk about the need to have a ‘burning platform’ as the basis for any change initiative. This is because a burning platform will create the urgency you need to bring people along as you move things from the...

Pinnacle: Business processes and the 3 Cs

Resource - 22/07/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Technology

One of the most interesting takeaways for me from the finance Briefing Tiger Team session came from Kate Bassett, head of legal project management and process improvement at Ashurst, when she talks about the process being supported by...

Pinnacle: Improving the due diligence flow

Resource - 21/07/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Finance

Pinnacle has announced details of a new Intapp extension designed to address some of the frustrations around KYC and AML in the new business intake process.

Typically law firms will email out requests to parties for standard due diligence...

First Tiger Teams session now available to view with Pinnacle

Resource - 02/07/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Finance

Can you hear that?

That’s the roar of the new Tiger Teams – Briefing magazine...

Briefing Tiger Team and Pinnacle solve lockdown time conundrum

Resource - 30/06/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Finance

While Pinnacle is supporting Briefing's current Tiger Teams initiative, it seemed only right to bring our own Tigers together and unleash them to solve a whole range of new challenges thrown up by the pandemic.

The Tiger Team concept...

Pinnacle: The data today

Resource - 24/06/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Technology

Pinnacle has always had a strong flow of business intelligence work, typically focused on finance and providing pure financial data. But increasingly we’re seeing other business services teams seeking insight through tools such as Microsoft...

Pinnacle: Key change

Resource - 24/06/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Technology

Recently, I’ve been reflecting on some takeaways from the Thomson Reuters marketing partner forum in Miami, which several members of Pinnacle’s global business development practice attended in January 2020.

With years of...

Pinnacle: Cash in the time of Covid-19

Resource - 24/06/2020 : compliance, Consultancies, Enterprise systems, Implementation and optimisation, Intapp Cloud, Technology

It is probably fair to say the expression ‘cash is king’ has never resonated more. Business stakeholders are more demanding on cashflow position, and in particular look for more predictability in receipts from clients.
Law firms...