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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…
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?
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?
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.
Using due diligence to grow
Going beyond official requirements protects your institution. But done effectively, it can draw out growth opportunities.
Steps for effective due diligence
Institutions are exposed to higher levels of public scrutiny than ever, and the cluttered information space poses reputational threats.
News and events
Regular updates from the team