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5 Key Features Every Client Portal Should Have

You know the importance of keeping your clients happy but, let’s face it, keeping up with questions, requests and inquiries – as well as keeping track of all that information – is a daily and costly challenge. 

And then there's the issue of security; after all, many of those documents and interactions between you and your clients contain sensitive financial and business information and neither party could afford to have that information go astray.  

Does proposal management software really help you win new business?

Many businesses have to regularly respond to requests for proposals (RFPs) - after all, each RFP is a sales opportunity. But proposals require resources and good proposal management to be successful, and to realise that business growth potential. How well is your business equipped to produce efficient and effective proposals?

What is proposal management – and who is responsible for it?

How Custom Metadata in Atlas Works

Digitizing case law documentation is one thing, but can you actually find anything in those millions of bytes of data? Here’s how custom metadata in Atlas saves time and quite possibly the legal professional’s sanity. 
 
Case Law – when previous legal cases constitute a binding precedent where the rationale, judgements, legal principles and interpretations of previous cases are documented so they can be applied to new cases – ensures the same practice and application of the law over time. A famous example from the United States is Roe v Wade, but each political jurisdiction, whether local, regional, or national will have hundreds, if not thousands, of cases lawyers are able to review.  

With remote working or work from home practices growing, filing cabinets are hardly fit for purpose when it comes to SharePoint document management. So how do legal firms create a SharePoint document management system where previous case law can be collated, stored, and easily accessed online?

Uploading digitized case law documentation is one thing, but without a powerful search and easy-to-use filtering configuration, that particular case you so urgently need becomes the proverbial ‘needle in a haystack’. An intuitive, user-friendly experience here could be essential to a lawyer finding the right case law document … and winning their case. 

Webinar Improve collective knowledge and make better decisions

Webinar presented by Gabriel Karawani, ClearPeople's Director & Co-Founder, about "Collective Intelligence" and how organisations can create value and make better decisions.