The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Young advisors are eager to keep up with the digital age. A recent survey from digital financial advisor Betterment found that nearly three quarters of the independent advisors surveyed were ...

January 25, 2024 - In a highly competitive legal services market, law firms can no longer count on simply providing excellent legal service. They also need to make sure they get billing right. That's ...

Both clients and advisors have found AI to be a helpful tool, but not one best suited for every job. Processing Content That was among the findings of the recent 2024 Investor Survey: Insights for a ...