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...

Sysero: How the pandemic is redefining legal transformation

Resource - 17/08/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

The arrival of the COVID-19 pandemic has brought with it unprecedented challenges for today’s law firms and legal teams. From quickly finding ways to transition to remote work to rethinking how to collaborate with remote-based clients,...

Four reasons why the lawyers in your firm love legal workflows

Resource - 13/08/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

Long working hours, high-pressure stakes and an ever-evolving market contribute to the everyday stresses of being a lawyer in the modern world. In the legal industry, any means that can help alleviate the stress and pressure being put on lawyers...

Five essential uses for automation in legal operations

Resource - 03/08/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

Today’s law firms and corporate legal departments are challenged with doing more with less. Fortunately, today’s technology tools offer legal providers and teams with the ability to drive more efficient, profitable, and scalable work...

Five essential uses for automation in legal operations

Resource - 03/08/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

Today’s law firms and corporate legal departments are challenged with doing more with less. Fortunately, today’s technology tools offer legal providers and teams with the ability to drive more efficient, profitable, and scalable work...

Sysero: Seven steps for building an efficient legal workflow process

Resource - 28/07/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

For law firms and legal providers, achieving the right balance of efficiency and quality is crucial to business success. Faced with intense competition, increasing price pressures and the ongoing commoditisation of legal work, today’s legal...

Sysero: Driving compliance and innovating service with Digital Onboarding

Resource - 21/07/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

Over the course of the past few years, business acceptance has become an increasingly cumbersome process for today’s law firms. The introduction of the General Data Protection Regulation (GDPR) and EU Money Laundering Directives has made it...

How Vinge reinvented client service through workflow automation

Resource - 15/07/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

The legal industry has changed. Slowing demand, diminishing budgets and a rise in new market entrants has made the legal landscape more competitive than ever. At the same time, today’s clients are seeking greater value and transparency from...

Sysero: Making the case for the flexible law firm

Resource - 13/07/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

During the past several years, entrepreneurial law firms have started experimenting with flexible working practices. However, the arrival of the COVID...

Sysero advice: Three ways automation improves client service

Resource - 06/07/2020 : Automated workflows, document automation, knowledge management, legal automation, Workflow automation, Knowledge Management

Legal automation and the digitisation of legal processes are reshaping the client experience, and in turn, driving a competitive advantage for firms who keep ahead of the technology curve. Today’s clients value - and even demand - greater...