Instant matter creation helps law firms save time on redundant data entry and supports data integrity across both platforms. By connecting Lawmatics and LEAP, firms can work from a reliable source of ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...