James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

CMO at Smith, Gambrell & Russell, LLP. She is passionate helping individuals develop their brand and implement marketing and BD strategy. Client engagement is critically important as companies find ...

the complaint. If he becomes angry or frustrated, reassure him emotionally before dealing with the issue logically. Even if the complaint seems bizarre, it probably contains a grain of truth. Try to ...

Some employees really out do themselves in their jobs and it shows! This guy shares how he saved his sales person from being fired because of a lying client. Check out the full story. I used to be a ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

When the request for the file comes from a client or a client's new counsel, they may be expecting a set of pleadings, briefs and correspondence—but sometimes the expectation is that the file will ...

This article examines the relationship between the attorney-client privilege and the duty to maintain confidentiality, including how the two concepts overlap and how they apply under different ...

Earlier this year, Vanguard also debuted a new generative AI capability that produces customized client summaries for the ...