10 Things You Need To Know About CCPA and Its Domino Effect
CCPA went into effect on January 1, 2020. See how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.
How We Did It: Setting Up A Client Feedback Program to Enhance Performance
By deploying a client feedback program and using the results as a tool for business improvement, firms can increase their competitive advantage. See how we implemented our program with support from ClearlyRated.
Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape
What can we expect in the next 12 months related to CRM? This blog explores critical trends so you can be informed and prepared.
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.
Why Your Firm Should Prioritize the Client Life Cycle GalleryWhy Your Firm Should Prioritize the Client Life Cycle
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Why Your Firm Should Prioritize the Client Life Cycle
Here's why traditional ways of working must evolve and how to make the transition.
Mitigating Merger Woes through Careful Planning and Execution GalleryMitigating Merger Woes through Careful Planning and Execution
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Training, Uncategorized
Mitigating Merger Woes through Careful Planning and Execution
The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. You can make the transition more smoothly by carefully planning these three phases of the process.
Under Pressure To Perform? Add CRM to Your BI Equation GalleryUnder Pressure To Perform? Add CRM to Your BI Equation
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
Under Pressure To Perform? Add CRM to Your BI Equation
It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here's how to succeed in today’s environment.
Five Ways Your Firm Should be Protecting Client Data
Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.
Two Key Roles Essential to System Conversion Success
Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here's how to address them.
Centralized vs Decentralized: Which Conflicts Model Is Better? GalleryCentralized vs Decentralized: Which Conflicts Model Is Better?
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Centralized vs Decentralized: Which Conflicts Model Is Better?
Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.