Intapp Webinar Series

CRM Transformation Series, Building Your Legal CRM Business Case [Part 2 of 4]

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.

During this webinar, you will learn:

  • How to articulate a persuasive business case for investing in a new CRM for your firm
  • Identify and document technology gaps that link directly to business impacts
  • Quantify the actual cost of lost opportunities attributable to legacy CRM systems

If you missed part 1, Sizing Up the Legal CRM Landscape, and would like to watch it on demand, you may do so here




Jason Kennedy
CRM Consultant, Client Development & Intake
Wilson Allen

Jason Kennedy is a CRM consultant with 15 years of marketing experience across Legal, Accounting, Tech, and Rock & Roll. New to the Wilson Allen team, Jason previously directed Marketing Operations at Pillsbury Winthrop Shaw Pittman. While there, Jason led the Foundation implementation team, bringing together cross-functional teams including IT, Business Development and Practice Leaders to build out a comprehensive experience management platform. His marketing career has taken him interesting places – like driving on an IndyCar circuit (in a very small rental car), shaking hands with a champion Sumo wrestler, and hanging backstage with B.B. King. Jason received his BA in Marketing Management from the University of Memphis, and his MBA from the University of Alabama. He will be earning his Master’s Degree in Marketing Analytics from the University of Alabama in 2021.

Andrew Hutchinson
GTM Lead, Marketing & Business Development Practice

Andrew Hutchinson is the go-to-market lead for the marketing and business development practice at Intapp where he helps professional services firms achieve strategic objectives around client development and interoperability. He has a deep understanding of the role marketing and business development play in the wider professional services firm context, the range of objectives they seek to achieve, and he uses this knowledge to support them in driving both effectiveness and efficiency. Andrew has spent the last 15 years working with a broad cross-section of firms in EMEA and North America, helping them drive innovation in the delivery of services through the use of technology.

Intapp Webinar Series: Four Stages of Legal CRM Transformation

  • Sizing Up the Legal CRM Landscape [Part 1 of 4]
    Watch On Demand Now
  • Building Your Legal CRM Business Case [Part 2 of 4]
    Once you have an understanding of what your requirements are and which systems are most likely to help you achieve them then you need to build the case internally.
  • Streamlining a Legal CRM Implementation [Part 3 of 4]
    What does a successful implementation look like related to data audit, data migration, system configuration, integration, training
  • Driving Legal CRM Adoption [Part 4 of 4]
    You’re up and running – how do you maximize success and drive user adoption.