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...

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...

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...

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...

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...

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...

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.

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...

Advisors report no client objections to meeting AI and faster demands for notes: report

Advisors say clients pay little attention to the assistant and plenty to what follows

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...

Best Client Management Software for Secure Business Operations

 Today, in a business world where digital is king, secure client management is not a luxury, it's a must. From law firms and consulting companies to financial services firms and he...

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...

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...

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.

AI, personalization and the $1.5T missed opportunity in wealth

How advisors can close the experience gap as clients demand more from their firms

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.

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...

12 Ways to Ensure Customer Satisfaction (12 photos)

Customer satisfaction is the surest guarantee of obtaining valuable recommendations, growing your business and bolstering your professional reputation. But it is not enough to be t...

10 Essential Tips for Customer Engagement in Consulting

Discover 10 essential tips for customer engagement consulting that can transform your client relationships. Enhance your strategies, boost satisfaction, and drive success with acti...

Secure Client Portals for Personal Injury Firms: What to Look For and Why It Matters

A secure client portal is a protected channel where a law firm and its clients share messages, documents, and case updates inside an encrypted system, instead of over ordinary emai...

Where is the biggest disconnect on client expectations?

Is the market delivering on expectations?

Training AI Tools on Client Data? Talk to Clients First

While clients are warming to law firms’ use of their data to improve service delivery, many still have reservations about privacy and competition.

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.