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What makes a fundraising tool a gamechanger for universities?
Automation helps avoid risk and uncover relationship-strengthening information.
Why top firms are automating legal intake (and why you should, too)
The law firms that succeed in this climate will be those that offer a swift, seamless intake process for new clients. Intake is the first impression a client gets of your firm and likely to set the tone for the rest of the working relationship.
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.
News and events
Regular updates from the team