Is your tech ready for what happens next?
Until now, the goal for most software investments in professional services firms was that the applications should simplify and automate the core line-of-business operation which they addressed – but [...]
The “How-To” of the People Side of Change
When you consider the success of an implementation project, training and adoption are where your firm realizes most of its ROI. Janis Richman describes how you can encourage a learning culture and effectively address the people side of change.
If You Deploy It, Will They Use It? Modernization Through Change Management
To achieve a client-centric culture and meet client expectations for efficiency, firms must modernize and adjust to change. Here are some ways to ensure the success of your change management efforts.
Upskilling to Get Ahead: Using Technology Adoption to Achieve Competitive Advantage
There is every incentive for firms to drive user adoption of technology as it will increase the percentage of time billed by attorneys and increase profitability. Need more reasons? Read this post by Sue Pasfield.
Adventures in Data Stewarding: Top Tips for Keeping It Clean
With the rising tide of data in our increasingly digital world, professional services firms are in dire need of better data management strategies. Here are our top tips for maintaining your business and operational data.
Bringing Together Technology and Data to Improve Performance [Legal CRM Webinar Recap]
In the fourth of our legal CRM webinar series, Intapp’s Christopher Raymond and Wilson Allen’s Michael Warren focused on the data component of successful legal CRM implementations and the shift many firms are experiencing now, starting with the need for CRM transformation. Here are key takeaways.
Four Key Components of Successful Legal CRM Transformation [Webinar Recap]
Read a summary this webinar featuring Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis. Each shared best practices for achieving CRM transformation and reviewed four key components that are essential to enable effective change.
Setting up Elite 3E Templates for Remote Printing
Our consulting services team has fielded questions around the ability to print 3E templates from remote locations. Follow these steps if your firm needs this capability,
Driving Growth By Addressing 3 Key Aspects of Legal CRM
Explore the human resources elements of CRM success and review practical ways to address three key aspects of CRM implementations – people, processes, and technology.
Aligning Technology with Client Needs to Drive Business Growth
Explore how firms can meet the objectives of various stakeholders and deploy strategies to drive growth by making small but important changes in how the firm uses CRM.