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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.

An Ace Up Your Sleeve: Top Tips for Choosing the Right IT Services Partner

To run as profitably as possible, the systems that professional services firms rely on to support operations must run at peak performance. Here's why the time to identify your go-to people is when everything is running smoothly, not when your system is down.

Expert Tips to Prepare Enterprise for a Successful Migration

What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.

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

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

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

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 to Prepare for 3E Templates

Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.

Breaking Down the Complexity of 3E Data Structures

When going from Elite Enterprise to Elite 3E, firms must adapt to an increase in the number of data tables. Here’s what database administrators, finance teams, and accounting need to know.

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.