Commerciality – Finance, pricing, innovation and research

Posted on: May 13, 2019 Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

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System review – Intapp integrates technology and information across the client life cycle

Posted on: May 30, 2018 Intapp integrates technology and information across the client life cycle

As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential impact of the platform is […]

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System review: Performance management in the professions – Performance Leader system

Posted on: May 8, 2018 Performance management in the professions - Performance Leader system

I caught up with Paul Lemon, previously of the Professional Marketing Forum and now Managing Director of Performance Leader, on one of his many trips to the UK since relocating to Perth, Western Australia (which he tells me is just a 17hr non-stop flight from London!). Paul spends around 30% of his time in the […]

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Technology update for law firms and cybercrime insights from The Law Society Law Management Conference 2017

Posted on: April 25, 2017 Private client lawyers

I recently attended The Law Society’s Law Management Section conference (#LMSConf2017 https://events.lawsociety.org.uk/ClientApps/Silverbear.Web.EDMS/public/default.aspx?tabId=37&id=1428&orgId=1&guid=1155d437-8a7a-467d-87cf-2c38cfd6fbe3) There were lots of excellent presentations and this blog (one of three) summarises the technology update for law firms and cybercrime insights. Technology overview Jeremy Hopkins of Clerkingwell Consulting (Twitter: @JezHop) – who has worked with barristers for many years and helped ABS […]

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To merge or not to merge? Merging property partnerships

Posted on: September 14, 2016 Merging property partnerships

Merging property partnerships – which are essentially people businesses – can be challenging. The topic of whether to merge or not to merge a small surveyors’ practice was discussed at a recent “Managing and marketing a profitable surveyors’ practice” (see https://www.mblseminars.com/Outline/Managing-_-Marketing-a-Profitable-Surveyors-Practice/5865/ for future dates and locations).  Reasons to merge Property partnerships cite lots of different […]

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