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Hi Elaine, I was just stopping by to make a similar post. We are a hot second into our INTAPP Business Intake & Conflicts rollout. Previously using Aderant's native Conflicts and no Intake workflow. ...
Reach out to Michael Goldstein at https://laninfotech.com/ Many years ago, I used them when they were called Lan Associates. 5100 NW 33 rd Avenue, Suite 255 Fort Lauderdale, FL 33309 ...
I just got smashed with a 50% increase in cost for our wealthcounsel.com subscription. Anyone out there move away from Wealthcounsel ? Looks like this may be our last year using this software. ------------------------------ ...
Hello everyone! Hope you all have been having a good start to your holiday season! Out of curiosity, what do you use as your Go-To Resources to inform your BIC methodology and processes, what is your ...
Good afternoon, I'm on the programming committee and we're looking for member firms that have successfully rolled out Microsoft Teams. We would like to invite them to a remote roundtable discussion that ...
Does anyone know of a current client guidelines management software for use by law firms similar to Intapp Terms that is not cloud-based? Thx ------------------------------ Mike Kohler CRM, IGP Riemer ...
Thanks so much, Barbara. I'll take a look at the alternatives you mentioned. ------------------------------ Mike Kohler CRM, IGP Riemer & Braunstein LLP Information Governance Manager Boston MA United ...
Hi Mike. I think you're referring to software that monitors the regulatory and privacy landscape to help build a citation matrix to support your retention schedules. If so, there are Access Virgo alternatives ...
We've been using the conflicts report template for Elite 3E since we upgraded to version 3.0. If you wouldn't mind sharing, do you use a native conflicts report or have you built your own? We either need ...
I'm very happy to see this group and look forward to sharing ideas. We're on Elite 3E (since 2008), using their NBI/conflicts and their conflicts report. ------------------------------ Elaine Null Koley ...
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