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Why Your Firm Should Prioritize the Client Life Cycle

Here's why traditional ways of working must evolve and how to make the transition.

2019-10-23T13:34:16+00:00Mar 25 2019|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|
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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.

2020-07-27T08:26:27+00:00Mar 12 2019|Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Training, Uncategorized|
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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.

2020-06-10T13:32:16+00:00Feb 9 2019|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|
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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.

2019-03-26T01:10:23+00:00Nov 26 2018|Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Law Firms, Services, Specialized Expertise|
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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.

2019-03-26T01:10:33+00:00Oct 23 2018|Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Law Firms, Services, Software, Specialized Expertise|
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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.

2019-03-26T01:10:40+00:00Oct 20 2018|Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Specialized Expertise|
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