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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.

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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?

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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?

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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.

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Using due diligence to grow

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

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Steps for effective due diligence

Institutions are exposed to higher levels of public scrutiny than ever, and the cluttered information space poses reputational threats.

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News and events

Regular updates from the team