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Wednesday, February 19, 2025 Software Advice

4 Top-Rated AI Legal Case Management Software

Legal professionals, meet the new AI-enabled tool that helps avoid drowning in legal paperwork or missing court hearings.

Video

Wednesday, February 19, 2025 FPA Live

FPA LIVE with Cameron Logar on the Latest Research on Client Experience

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Guide

Wednesday, February 19, 2025 Texas Lawyers Insurance Exchange (TLIE)

The Rundown on Lateral Hiring in Texas

How to first make sure the lateral candidate is a good fit, and then how to navigate the ethical minefield for a successful future together.

Guide

Wednesday, February 19, 2025 Snappy Kraken

2025 Advisor Marketing Field Guide

The step-by-step blueprint for standing out, attracting more clients, and marketing smarter in an AI-driven world. Get proven strategies, AI-powered content prompts, and automation tips to grow your firm with less effort.

Guide

Tuesday, February 18, 2025 Gimmal

Data Quality Checklist

This checklist can help with data quality and also AI readiness by standardizing formats, integrating proactive governance protocols, and refining datasets to drive better machine learning outcomes.

eBook

Tuesday, February 18, 2025 SmartVault Accounting

Choosing the Right Document Management System: A Must-Have Checklist for Accountants

As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.

Guide

Monday, February 17, 2025 Pivotal HR Partners

Preparing for Pay Transparency Laws: A Guide for Compensation Professionals

This guide equips compensation professionals with a step-by-step approach to addressing pay disparities, managing financial impact, and communicating changes effectively.

Guide

Monday, February 17, 2025 Pivotal HR Partners

Elevating Sales Compensation: HR’s Strategic Role in Sales Commission Reporting

Explore how integrating HR into sales commission reporting transforms routine payroll into a strategic engagement tool. Discover how collaboration among finance, sales, and HR boosts transparency, performance, and drives business growth.

White Paper

Sunday, February 16, 2025 Law Ruler

The Ultimate Playbook for Streamlining Client Intake

Is your law firm losing potential clients due to slow or inefficient intake? In today’s competitive legal landscape, a streamlined client intake process isn’t just a luxury—it’s a necessity!

Guide