Pinnacle Pointers #2
Welcome to Pinnacle Pointers, our regular wrap-up of news, articles, tips, info, advice and events.
We had a great response to our launch issue - thank you! - and if you subscribe every future issue will automatically land in your inbox as well as appearing in your feed.
The newsletter is very much in the Pinnacle spirit of helping law firms get the most out of technology and data. Expect a mix of useful, practical and good to know resources for those working in finance, risk, MBD, BI, tech, innovation and strategy.
THOUGHT
It is tempting to see the pursuit of data quality and its better utilisation only through the lens of technology, systems and process. But as Christopher Young explains, taking a view of your firm’s culture and changing behaviours around data may be essential steps on the road to unlocking real business value.
PROBLEM
Whenever we talk Intapp Risk, Intapp Time and Elite 3E with clients, there’s another word that inevitably creeps into those conversations: Cloud. These solutions are sound, logical starting points or early waypoints on a Cloud journey. If Cloud migration is on your agenda or if it is proving a challenge, then we have some tips on navigating it successfully.
FEATURE
Teams to Time - Unscheduled call capture
Ensuring that Teams activities are captured in Intapp Time as they actually happened – not just as they were scheduled!
Time to learn more? Check out our Teams to Time overview and book your demo with Gareth | [email protected]
TIP
Get started with Intapp DealCloud - and keep moving! There is so much value that can be unlocked through incremental improvements and quick-win initiatives.
Have you thought about:?
If you’re an MDB team wanting to give more to the business by getting more out of DealCloud, start brainstorming with our principal consultant Carol Cook | [email protected]
RESULT
Read about the transformative impact of Time Policy Manager at Trowers & Hamlins - and how benefits are rippling through not just to time data hygiene but to fee earners, client relationships, billing and the bottom line.
领英推荐
REMINDER
If you haven’t looked at our Risk Client Portal yet, then you’re missing out on a secure, branded front-end to Intapp Intake and Conflicts that’s doing its bit for smoothing out KYC and AML checks - and boosting compliance around PII.
If you’re tired of passports sitting in email systems, saving every identity document manually, and offering a less-than-optimal user experience, then you’ll be wanting to book your demo now.
DIARY
Risk Webinar Series
Coming up!
12 October 2023 - The Achilles Heel of NBI: Corporate and Address Data
1 November 2023 - Augmenting Risk Insights: PEP, Sanction and Negative News Data
BI/Data Webinar Series
Coming up!
12 October 2023 - Using Financial Planning and Analysis to Align BI Reporting and Workflows with Business Strategy
25 October 2023 - Data Integrity Assurance in Key Business Applications
HQ
The biggest news of the summer? Pinnacle’s expansion into APAC, with former Ashursts’ Head of Finance Systems Scott Sonter recruited to lead a local team that will support regional firms while completing the picture for our global clients.
CONTACT
Need more information on any of the above?
Growth + Partner Marketing Leader | Strategist | Harbor - expert services for law firms, corporations, and their law departments
1 年It is a great edition this month with lots of practical resources - past and upcoming! Take five minutes for a quick scan and find the most valuable pointers for you!