Apiax: Compliant and suitable investment recommendations

Today’s wealth management industry is marked by tough competition, growing customer demands and constant regulatory scrutiny. To position well in the market, firms need to deliver superior investment advice, including personalisation and compliance with global regulations. Although vital to investors, incorporating compliance and suitability standards into the investment advisory process can be challenging due to […]

The BCPcast – Episode 2: Business continuity or resilience

There’s been a shift in recent years away from “Business Continuity” to the more holistic “Resilience”. Is it just renaming and rebranding the same job or something more significant? Listen & subscribe Apple Podcastshttps://podcasts.apple.com/nz/podcast/the-bcpcast/id1113990524?mt=2 Stitcherhttps://www.stitcher.com/podcast/the-bcpcast Spotifyhttps://open.spotify.com/show/21EKsL1AhRiJP7ocToCMtR   Websitehttps://www.thebcpcast.com/

LEAP: Is the stamp duty holiday leading to a “gold rush” for conveyancers?

Today’s conveyancing market is experiencing unprecedented times. Lockdown, Brexit, seasonal holidays and the current cut in stamp duty are factors having a major impact, both positively and negatively, on the profession. Following the catastrophic stall in house sales caused by the pandemic, the last couple of months have been amongst the busiest for ten years. […]

NetDocuments offers integrated e-signing with Scrive

Scrive is pleased to announce a new integration of its eSign service into the NetDocuments cloud-based document and email management platform.  The Scrive e-signing service offers users the same level of security and reliability they expect when working in NetDocuments. Scrive set the world standard in the quality of legal evidence that is collected and […]

Webinar wrap up – How to avoid matter leakage, with Clocktimizer

Yesterday we co-hosted a webinar covering the best ways to identify and avoid matter leakage. We were joined by Jessica Davis, Director of Matter Performance and Service Innovation at McCarter & English, Mark Medice, Principal of LawVision, and our own Co-Founder Pieter van der Hoeven. We’ve put together a quick wrap up of some of the practical advice shared […]

Accesspoint Legal services- Making life easier for clients with the online will planner solution

As many of us may know drafting a will is not always a straight-forward process, if it is not properly executed for whatever reason, it can cause future problems for the client and can lead to more time, planning and resources being used to complete it to a high standard. It is important to provide […]

Symphony – APS: Why use data-driven insight for your professional services firm?

1. Transparency across your firm improves client engagement and retention Business development and ongoing client engagement for improved client retention is key for a business growth strategy. However, as many more people work remotely, understanding who is talking to whom and when is vital for business development success. With real-time communication information and 360-degree relationship […]

How to increase your proposal functionality in PowerPoint using PitchPerfect by Enable Business Solutions

We all know how powerful PitchPerfect in Word is but now we have made it so that it is more powerful in PowerPoint too. Having the ability to generate powerful proposals is a vital part of an effective pitch process and there can be many challenges a firm faces when trying to combine all the […]

CTS: Client Engagement: Connecting in the Time of COVID-19

In a very short time, the Coronavirus (COVID-19) health crisis has drastically altered the way businesses and firms operate. With social distancing measures in place, the days of in-person interaction and face-to-face collaboration are over, and communication has become almost completely digitised – having a substantial effect on clients’ daily experiences. The shift to remote […]

CTS: Service excellence is key but firms embracing tech are winning the race

In a digital world, law firms’ technology strategies are key to both profitability and differentiation. Indeed, as Mark A. Cohen, Distinguished Fellow at Northwestern University Pritzker School of Law, recently wrote: “Law has become a three-legged stool supported by legal, business, and technological expertise. Practice expertise was long the dominant element in the legal mosaic. Now, […]