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 […]

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/

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. […]

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 […]

Bundledocs, the cloud-first document bundling software provider, has secured €600,000 in funding from Enterprise Ireland and private investors. The funding will be used by Bundledocs to accelerate growth globally through investment in product development and sales and marketing. Headquartered in Cork, Ireland and with a newly opened office in Sydney, the company plans to double the team in the next […]

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 […]

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 […]

Briefing 5P is back in 2020, beginning with a series of special webcasts – and here it’s the turn of P for high-performance. That means managing the workloads and motivation of individuals and teams in exceptionally challenging times, the extra boost that can be offered by enabling and incentivising collaboration across different business areas, and particularly […]

North-east-based Alexander Legal Services is implementing the Proclaim Compact+ solution from Eclipse Legal Systems, a Law Society partner. Founded in 2017, Alexander Legal Services is a firm that provides Will writing and estate planning services to clients throughout the north-east of England – offering professional services from a qualified legal expert at affordable fixed prices. […]

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 […]

Town Legal LLP, a leading boutique planning law firm based in London, has chosen BigHand’s document template solution, BigHand Outline, to standardise and streamline its legal document creation. Gavin Curtis, IT Manager at Town Legal explains, “As a fast-growing firm we needed a way to optimise our branding and standardise our document production. Previously, the […]

SeeUnity, the leading provider of API-based content integration and migration solutions for onpremise and cloud-based Enterprise Content Management applications, is pleased to announce today the release of Echo Automate, an Echo Content Synchronization product enhancement designed to automate the time-consuming process of creating, maintaining, and executing large volumes of meta-rules, including synchronization rules, between systems. […]

In a business, as in life, risk is a constant – but the balance of it changes, and rarely as dramatically as in the past year. Our latest Briefing Tiger Team are challenged to explain how the operation of law firm risk management itself has had to change through crisis, as well as the actions on specific […]