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.
While there are many similarities among software implementation projects, no two are alike. Here's how to pick an approach that is "just right."
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.
Around the world, law firms of all sizes have taken on different approaches to how they manage their risk and compliance obligations. As your firm considers its approach, here are some points to keep in mind to ensure your risk and compliance efforts fall within your firm’s comfort zone.
As the dust settles and firms return to some form of business as usual, how do you steer through the economic impact of the pandemic? The good news is you have a tool that is readily available to help you answer this question – the data life cycle.
Are you making the right decisions? Or the easiest? See how a data-backed strategy with advanced metrics can help firms make better and more informed decisions to navigate what comes next.
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.
As the world faces the implications of the global pandemic and looks forward to recovery, we must build resilience to deal with uncertainty and risk. One way law firms can do so is by taking steps now to make business process improvements. Here’s how.
Read how members of Wilson Allen's professional services team helped two firms face the challenges of bringing software live in a remote environment.
By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.