I come to the topic of AI in legal with an unusual vantage point. I'm a former lawyer, a legal technology CEO and a paying ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Scott Baradell Many of ...

Customer relations are the foundation of any business. The more impact a client has on your business, the more you should invest in client relations and account management itself. The B2B IT service ...

Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...

OCGs are becoming increasingly prevalent. They're also becoming increasingly varied and complex, leading many law firms to either waste time trying to reconcile them all or to just ignore them ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). There are some loyalty fundamentals that can keep attrition to a minimum (more on that in a later article), but ...

Contractors face new challenges today. Clients want transparency, efficiency, and reliability. How can tech help? Simple: use it to bridge gaps. Imagine an interactive portal where clients see project ...