• Resources

    Practical insights for professional services firms

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Legal
Ebook

Why a legal CRM solution may be the best IT investment your law firm makes for business development

Does your CRM solution reveal opportunities for cross-selling to your clients? Or analyze which of your professionals has the strongest relationship with a contact? Does it monitor referred business to ensure relationships remain strong?

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Legal
Ebook

A guide to cross-selling: How law firms can grow client relationships and drive revenue

To win the cross-selling game, today’s firms need to adopt several key practices and programs. In this e-book, we’ll share three successful cross-selling tactics, key implementation tips, and best practices. Download the e-book to learn more about best practices and technology for...

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Corporate Legal
Ebook

The digital transformation imperative for corporate legal operations

This e-book explores opportunities for corporate legal departments to better and more sustainably demonstrate value within their organizations. Discover practical ways for companies to undertake digital transformation for their corporate legal departments using their pre-existing...

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Accounting
Ebook

Better Timekeeping Boosts Revenue for Accounting Firms

Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.

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Legal
Ebook

Taming time with technology

Download this ebook to learn how capturing timekeeping data can help your firm make time entry accurate, contemporaneous, and compliant with client billing terms.

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Accounting, Consulting
Ebook

Revealing the hidden value in your engagements

This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.

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Legal
Ebook

Navigating a New Reality in the Client-Empowered Era

Read our report, “Navigating a New Reality in the Client-Empowered Era,” to learn if your firm is making the right investments in legal technology.

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Ebook

Harnessing data to win more business

Explore how firms can leverage data and technology to build stronger client relationships and fuel growth.

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Legal
Ebook

5 big trends changing law firm business acceptance

Read the five global legal trends that are testing the limits of even the best new business acceptance models.