Essential Steps for a RAPID Software Upgrade
Why do some software upgrade projects go smoothly while others falter and stall? Paul Rayment believes it’s best to apply a dynamic RAPID framework to optimize each project stage.
Analytics as a Discipline: Boosting Your Maturity Model to Be Better Connected
Explore why and how your firm can advance its analytics maturity model to develop an actionable capability and a more client-centric mindset.
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.
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From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
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.
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Why Your Firm Should Prioritize the Client Life Cycle GalleryWhy Your Firm Should Prioritize the Client Life Cycle
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Why Your Firm Should Prioritize the Client Life Cycle
Here's why traditional ways of working must evolve and how to make the transition.
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Under Pressure To Perform? Add CRM to Your BI Equation GalleryUnder Pressure To Perform? Add CRM to Your BI Equation
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
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.
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Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting GalleryChallenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
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.