Social Media Ideas for Client Experience

Knowledge, Empathy + Confidence: A Three-Ingredient Recipe for Client Service Success

Intake to Resolution: The AI-Era Client Experience in PI Firms

Personal injury firms use AI to improve client communication and case management, reducing calls and increasing client satisfaction. The post Intake to Resolution: The AI-Era Clien...

When Every Partner Delivers a Different Client Experience

Ask ten partners in the same firm to describe their approach to client service and you will likely hear ten different answers. One partner will insist on quarterly check-ins. Anoth...

Am Law 100 Partner Improves Business and Client Outcomes with Intuitive Ediscovery Technology

Am Law 100 Partner Improves Business and Client Outcomes with Intuitive Ediscovery Technology Their StoryThe rapid pace of innovatio...

AI-Enabled Hospitality Is Elevating the Client Experience

AI can provide advisors with a foundation for crafting an experience built on anticipation rather than reaction.

Best AI Client Onboarding Tools for Consultants (2026)

I remember working with a client called Medici on their sales process. They were managing everything through a Google Sheets spreadsheet. When I dug into how leads were flowing thr...

The Role of Communication in Estate Planning Client Satisfaction

Estate planning clients are often asked to make decisions they do not make every day. They may be thinking about family dynamics, aging parents, young children, blended families, b...

Turning Client Intake Calls Into Marketing Insights

Law firms need a strategic approach to data collection that distinguishes between first-time prospects, current clients, and returning cases to glean high-value marketing and opera...

Exceptional Hotel Guest Experience and Customer Support Outsourcing for Vacation Rental Platforms

Travelers remember how a property made them feel long after they check out. A quick response to a booking inquiry, […] Magellan Solutions - Call Center | BPO | KPO | Outsourcing

Ask an Advisor: What did your worst client meeting teach you?

Four professionals on the ground weigh in on the lasting lessons they took away from their worst client meetings.

3 New 5-Star Client Testimonials

Thanks to AllenGreen Transportation and Margaret Omongbale, Mason Rashtian and Cameron Monti and his venture capital firm, MDH Venture Capital, for my 28th through 30th 5-star test...

Common Operational Mistakes That Lead to Client Complaints

Client complaints do not always begin with a major failure. In an estate planning firm, they often begin much earlier, in smaller moments the team may not immediately recognize as...

Create an Effective Client Survey in 5 Easy Steps

Learn how to create an effective client survey in just 5 easy steps. Discover tips and strategies to gather valuable feedback and enhance client satisfaction.

RFP Reset: Start With Client Service

As clients increasingly expect the sophistication that artificial intelligence makes possible, law firms can use the proposal to adopt a client service mindset that delivers practi...

Where email intake and generic client tax portals fall short

  Ask a client what they remember about tax season, and they probably won’t mention the return itself. They’ll cite … The post Where email intake and generic client tax portals fal...

The Diamond Podcast for Financial Advisors: Building Around the Advisor Experience with Shannon Spotswood

RFG Advisory's Shannon Spotswood explains why growth without compromise starts with choosing the right partner.

Landing New Clients Requires Learning Fast

Inc. 5000 honoree Angela Gennari landed a client outside her expertise, learned the work on the fly, and built one of her company’s biggest success stories.

Biz Development Tip Of The Month: Harness Client Trust

Clients stay with counsel not simply because their lawyers follow the rules, but because they feel safe, respected and heard, making trust essential to business development, especi...

How to build client trust across your accounting advisory team

  Every accounting firm has one – the partner that clients ask for by name. Whatever their name, the pattern … The post How to build client trust across your accounting advisory te...

Marketing pros share strategies for advisors to boost AI visibility

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

Kegler Brown Lowers Ediscovery Costs and Improves Client Relationships

Kegler Brown Lowers Ediscovery Costs and Improves Client Relationships Their StoryKegler Brown is a law firm with more than thirty a...

Hearing directly from a 5-star team

The industry is pushing towards teams, in this episode of WPTV one of WP’s 5-Star Advisory Teams sits down to talk about their approach

Benesch Reduces Ediscovery Costs as Firm-Wide User Engagement Soars

Benesch Reduces Ediscovery Costs as Firm-Wide User Engagement Soars Their StoryBenesch is an AmLaw 200 business law firm and limited...

Integrating Your Tools: Building One Connected Practice Workflow

A technology array can look impressive and still leave a firm feeling disorganized. The intake form works. The calendar works. The document drafting software works. The payment sys...