Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Selecting the best case management software for your organization can be a complex and critical decision. To make this process easier, it's important to identify the key features you want in the ...

Legal firms can benefit from project management software just as much as any other business, but they also have needs that are unique and specific. In this article, we’ve rounded up some of the top ...

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