Discover the top legal tech tools every attorney should learn in 2026 to stay competitive, boost efficiency, and deliver ...

Veterinary practices are increasingly adopting AI to streamline client communication, automate documentation, and enhance diagnostic workflows. Tools such as AI scribes, chatbots, and imaging analysis ...

With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools.

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, ...

A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms. Processing Content And for ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach.

Traverse Legal managing partner Enrico Schaefer discusses how and why the firm built its new client intelligence tool, and how it navigates accuracy and privacy concerns with OpenAI's models. But at ...

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...