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Legal Ombudsmen Scheme Rules do not state that the complainant must be a firm’s client
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30th October 2023 The Law Society published an article about firms potentially being accountable for complaints from third parties who are not clients. ...

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Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
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Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends ...

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6 ways AI will impact client demands
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Since the release of ChatGPT by US firm OpenAI at the end of 2022, AI has swept the world, including public accounting practices large and ...

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Government Risk — Lawyer Selection and Client ID Disclosure, Book Deal Conflicts “Break” Supreme Court, Firm Furnishes EEOC with Data,
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“Basic Ethics Breaks Supreme Court Because Too Many Justices Have Book Deals” — “The good news is that the Supreme Court took its ...

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Win Your Case by Winning Client Cooperation!
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 It’s often said that the practice of law would be great if it weren’t for clients. Clients, of course, are what drive your business, so like it or not, ...

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Chatbots and Legal Marketing: Enhancing Client Engagement 24/7
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In the competitive world of legal services, client engagement is crucial to both attracting and retaining clients. However, law firms often struggle to ...

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Ask these five questions to every advisory service client
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Last week I was on a call with an business advisor who had just met with one of her clients. I asked her, “how’d the meeting go?”“Horribly.” she said. Uh ...

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Qlaims and Partners& work together to enhance client claims services
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Specialist MGA Qlaims Limited announces a strategic partnership with leading insurance advisory firm ...

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Risk Roundup — Private Equity Pursuing New, Client Culture Ethics Opinion, Creative Law Firm Investment Strategies, Conflicts Concerns in Mexican Judicial Elections, Firm Employee’s Pro Bono Billing Bad,
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“This lawyer was counsel to El Chapo — and could soon be one of Mexico’s judges” — “When the Mexican government announced it was holding the ...

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