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While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

In part three, we’ll explore best practices for transformation. We’ll discuss what interventions are most effective in managing change. We’ll examine the metrics that best showcase the value delivered and also discuss how these enhanced ways of working support efforts to gain new clients, grow existing client relationships and build a better brand.

If you missed parts one or two of this webinar series and would like to watch it on-demand, please see the links below.

Join us for this discussion to answer practical questions such as:

  • Are your firm’s current processes documented? Are they adhered to consistently and with high accuracy?
  • How do your existing processes ladder up to support growth strategies while incentivizing individuals? What problems are you trying to solve with any proposed changes?
  • When you roll out new processes, how do you measure whether or not they are effective? What systems and metrics are especially telling?
  • Click the link below to register for part 3 of this series.


Watch Part One

Watch Part Two

Tuesday, April 7, 2020 | 9:00am PT / 12:00pm ET / 5:00pm GT

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Anne Reavis
CRM Consultant, CRM practice
Wilson Allen

Anne is part of Wilson Allen’s US-based CRM team holding a strategic consulting role to support the successful delivery of CRM implementation and transformation projects. Anne recently joined Wilson Allen from an AM100 law firm, where she served as director of business intelligence with responsibility for business intelligence, CRM and e-marketing platforms. Anne brings 15 years’ experience in legal technology and a deep understanding of the drivers and challenges related to large-scale CRM projects and how to successfully navigate them.


Ryan McCrosson
Director, Strategic Consulting

Ryan focuses on the on the development, refinement, and collective understanding of broader partnership strategy including designing and executing the transformational components required to achieve these strategic goals. Prior to joining Intapp, Ryan was a practicing attorney in the federal trials and appeals practice. Thereafter, Ryan joined KPMG’s strategy and transformation group developing the strategies and driving end-to-end transformations for large government initiatives and scaled global partnerships.