Blog

All
  • All
  • Donor due diligence
  • Prospect research
  • Litigation support
  • Client intake
  • Private equity
  • Regulation
  • Explainable AI
  • ESG

Why top firms are automating legal intake (and why you should, too)

Cut through the information overload Law firms have long acted for clients involved in controversies from environmental…

Read More

Fundraising prospect research: Where your current process is falling short

Prospect research is a powerful tool that can mitigate risk, uncover new donor opportunities, and support stronger relationships. But are organizations using it to its full potential?

Read More

Client onboarding in law firms: How to overcome bottlenecks

PEP and sanctions screening software are commonplace in law firms, but onboarding remains a manual process that…

Read More

Donor due diligence: why it matters and what’s required

Universities and nonprofits that receive charitable gifts must do their utmost to protect their reputation. But where to start?

Read More

Rethinking due diligence

Existing tools and practices are insufficient in the digital age. We need to rethink what due diligence means and how we conduct it.

Read More

Using due diligence to grow

Going beyond official requirements protects your institution. But done effectively, it can draw out growth opportunities.

Read More

News and events

Regular updates from the team