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 ...

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 ...

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 ...

Advisers who have scoffed at the notion of using monthly cash-flow management for their clients may want to reconsider, now that improved software can help them track progress toward financial goals.

It can be challenging to keep your digital documents organized and safe. These 10 file management practices will help you get started.