As a former law firm employee, Jennifer Richard taps into her knowledge to put herself in the client’s shoes and never stops striving for the ultimate client experience. Prior to joining Intapp, Jennifer Richard spent 10 years at international law firm Greenberg Traurig researching, identifying, and implementing customized products. She joined Intapp as part of the 2014 acquisition of The Frayman Group, where she had served as Services Department Head. Following the acquisition, Richard joined the integration team to integrate the two companies and ensure The Frayman Group’s clients were brought into the Intapp family of products and implementations. “If…
Richard Susskind, Co-Author of The Future of the Professions, has been calling on law firms to update their operational processes and find innovative ways to serve for more than a decade. Once the COVID-19 pandemic hit, it became immediately obvious that technological change had morphed from possibility to necessity. “I think we’re moving into an era that — unless firms change — it really will be a question of survival,” Susskind warned. I caught up with Richard for a three-part program titled, “You Are Here.” During Part One, he discussed how law firms have traditionally resisted technological advancement prior…
Richard Susskind, Co-Author of The Future of the Professions, has been calling on law firms to update their operational processes and find innovative ways to serve for more than a decade. Once the COVID-19 pandemic hit, it became immediately obvious that technological change had morphed from possibility to necessity. “I think we’re moving into an era that — unless firms change — it really will be a question of survival,” Susskind warned. I caught up with Richard for a three-part program titled, “You Are Here.” During Part One, he discussed how law firms have traditionally resisted technological advancement prior…
The COVID-19 pandemic has changed the ways businesses operate, and its impact will linger long after the economic downturn subsides. During the third and final part of our program, “You Are Here,” Richard Susskind, co-author of The Future of the Professions, joins me for a deeper discussion about the different ways law firms can move forward and adapt to the new normal. For his part, Richard argues that thriving in the post-pandemic market requires firms to do at least one of three things: Optimize — Carry on with what your firm is doing but in a more efficient manner. Transform…
The COVID-19 pandemic has affected people across a wide range of industries, prompting leaders to rethink how they run their businesses. Across industries, many organizations are currently operating remotely, using a variety of technologies that connect staff and clients with one another virtually. With respect to the legal industry, the recent Intapp Pulse Survey respondents resoundingly confirmed that the virtual business model is here to stay: 100% reported that their firms will sustain work-from-home flexibility 95% reported interacting with clients via video conferencing 86% reported virtual marketing, business development, and networking activities This means that the deferred technology investments that…
As the legal sector becomes increasingly competitive, many firms are trying to differentiate themselves through enhanced client experience. Leading law firms recognize it’s not enough to elevate their client experience through marketing alone; instead, these firms take deeply embedded approaches to achieve client satisfaction. To achieve exceptional outcomes, firms must augment these strong foundations with a data-driven, technology-enabled platform. Understanding What Client Experience Means for Leading Firms Leading firms understand that they must nurture the client experience through impactful moments across all tiers of the organization. These moments can’t be managed by one individual or at one point in time;…
  Intapp’s Darryl Cross recently had the honor of partnering with David Freeman of the David Freeman Consulting Group, and Chris Fritsch of CLIENTSFirst Consulting, on a webinar about business development techniques for the current times and how to practice empathy while selling. CEO David Freeman spoke about the concept the of “cross selling” or “cross helping” during his presentation. Watch this short video to see David do a deeper dive on the concept and learn how to create internal presentations that can uncover new opportunities for your business development team. 10 Steps for making internal presentations trigger “Cross Selling”…
  Intapp recently had the honor of partnering with Chris Fritsch of CLIENTSFirst Consulting, and David Freeman of the David Freeman Consulting Group, in a webinar about business development techniques for the current times and how to practice empathy while selling. Intapp’s Darryl Cross, Head of Global Sales Enablement, introduced the concept of “protecting your core” during this presentation. Watch the short video above for a deeper dive on this concept and learn the essential skill that could make or break your fiscal year. 3 Key Steps to “Protecting Your Core” Stick to what you know Identify:…
Key-Client Programs: How Law Firms Apply Technologies to Create a Win-Win for the Firm and Key Clients  Law firms have long relied on key-client programs to grow the top line, elevate their position in highly competitive markets, and understand and satisfy the needs of prestigious anchor clients. Although many firms have implemented key-client programs, very few actually provide a noticeably elevated level of service to anchor clients. Successful key-client programs must be mutually beneficial, creating value and success for both clients and firms. Traditionally, firms have selected key clients based on billing history, relationship strength, and overall spend. However, this…
Technology Drives Proactive Lifestyle Choices Thanks to advances in wearable technologies, people from all over the world are taking part in a digital health revolution. In the past, we needed a full physical exam to assess our bill of health, but wearable tech such as the Apple Watch allows people to track health indicators — like activity level, heart rate, and ambient noise — far more regularly and seamlessly. Smartwatches and activity trackers use active sensors to collect data from the wearer and compare the readings against ground-truth data. Through extensive research, valuable medical insights and patterns have been identified from…
CPA Practice Advisor (September 8, 2020) — As the world reels from COVID-19 and its ensuing economic effects, accounting firms are forced to innovate on a dime to ensure business continuity in the new normal. The economic shutdown and slow recovery have exposed just how much disruption the pandemic has levied — and how accounting firms have successfully pivoted on the fly to innovate, evolve, and position themselves for success in the post-COVID-19 business environment. Read More The post COVID-19 Pandemic Accelerates Digital Transformation Strategies for Accounting Firms appeared first on Intapp.…
Legal Management (September 8, 2020) –Typically, at law firms, the practice of law involves practice silos and closed office doors, said Darryl Cross, Head of Global Sales Engagement at Intapp. Firm members staying at home may only exacerbate this issue. Instead, Cross suggests forming small, diverse teams that can serve the needs of clients. “When roles are clear, trust is high and there is a well-defined goal, teams flourish,” he said. “When teams are too large and there is confusion about why each person is there, people disengage. If agile small teams can engage with other small teams to take…
How Law Firms Can Leverage Technology Investments to Adapt and Thrive During the Global Pandemic Less than a year ago, many law firms were on the fence about adopting modern technologies to support the connected firm. Firm leaders cited security and compliance concerns along with client contractual obligations as reasons to stick with the status quo. However, when the COVID-19 pandemic landed without warning, firms had no choice but to flip the switch to implement the essential technologies required to support a remote workforce virtually overnight. Fast-forward to just a few months later: Firms are not only embracing cutting-edge cloud-based…
Accounting Today (August 24, 2020) —Intapp offers total integration solution for firm apps, software Intapp has debuted an integration service as part of its industry cloud offerings — interoperability of all a firm’s software and apps in a single place. This common data integration, which is available in both pure cloud and hybrid deployments, is aimed at centralizing firm data management to simplify the IT department’s job.       Read More The post Intapp offers total integration solution for firm apps, software appeared first on Intapp.…
Legaltech News (August 24, 2020) –Today is the first day of the ILTA>ON conference, the virtual version of the yearly ILTACON show originally scheduled to take place in Nashville. But even though there isn’t an in-person event this year doesn’t mean that legal tech providers are forgoing introducing new innovations.   Read More The post What’s New? Your ILTA>ON Legal Tech News Roundup appeared first on Intapp.…
CPA Practice Advisor (August 24, 2020) –Intapp, a platform connecting people, processes, and data to enhance outcomes for professional and financial services firms, has launched its Intapp Integration Service, technology that enables interoperability between all of a professional services firm’s software and applications on a single platform. This common data integration, which is available in both pure cloud and hybrid deployments, lowers the cost of software implementation, speeds time to value, and centralizes firm data management to simplify the IT department’s job. Read More The post Intapp Integration Service Launches at ILTA>ON 2020 appeared first on Intapp.…