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Being asked to join the partnership of a firm is a measure of success as a legal professional. With that achievement comes tax and financial responsibilities that, surprisingly, few attorneys are fully prepared to deal with. These responsibilities include the unexpected individual federal and state and local tax filing and payments. These requirements can often be complex.
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CRM Success: A Playbook for Disrupting Traditional CRM
By Kiara Hughes
Here’s the playbook for disruption: Take attorneys out of the equation. Stop building CRM that succeeds or fails on their shoulders. We need to shift the focus and, instead, build the technology from the ground up for the professionals who actually use it: marketing and business development.
By Tim Haught
The COVID-19 pandemic disrupted the industry in many ways, pushing law firms to rapidly adopt remote work solutions, digital transformation and cost cutting measures. While some adjustments proved effective, most industry leaders are prioritizing higher office attendance as a measure for future success.
What Your Clients Need to Know About Succession Planning
By Nanette Miner
Business people are often confused about the differences between succession planning and exit planning. Attorneys are in the unique position of being able to guide their clients through the confusion.
Improving Billing Security Improves Client Experience
By Saurabh Mehra
Client service doesn’t end before the invoice goes out. Every interaction is an opportunity for the firm to provide the best experience current knowledge and technology is able to deliver — and since security is a key component of what clients want, security needs to be part of that equation.