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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.

Top 5 Reasons for Law Firms to Digitize Billing Processes

Law firms that have made the transition to digital are experiencing little to no disruption as a result of working from home. Those who are still transitioning are feeling the impact, driving many to conclude that now’s the time to prioritize digital billing. Here's why.

2020-04-27T17:20:18+00:00Apr 21 2020|Blog, Resources, Software, Wilson Proforma Tracker|

From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue

To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.

Six Ways To Engage Attorneys in the Use of New Technology

Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.

Why Your Firm Should Prioritize the Client Life Cycle

Here's why traditional ways of working must evolve and how to make the transition.

Under Pressure To Perform? Add CRM to Your BI Equation

It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here's how to succeed in today’s environment.

Five Ways to Prepare for 3E Templates

Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.

Two Key Roles Essential to System Conversion Success

Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here's how to address them.

Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting

Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.

How Total Performance Management Can Help You Achieve a Stronger Bottom Line

By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.