Exec advances to new role, responsible for addressing client needs, ensuring customer satisfaction, and identifying opportunities from within for process improvement NCCI, a provider of Risk ...

Opinion: Coordination with the marketing and business development departments early can help attorneys deliver a higher level ...

In the legal profession where competition is fierce and clients have numerous options for outside counsel, establishing and maintaining a long-lasting relationship with clients is paramount. This not ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

Avaneesh Marwaha is CEO of Litera, a legal AI company serving 99% of the AmLaw 100 and 16,000 leading law firms and legal teams worldwide. I come to the topic of AI in legal with an unusual vantage ...