Looking for something? Search for: Legal document automation: The ultimate guideSeptember 6, 2024 Document automation is how lawyers can free up time for more important tasks. This post will discuss the essentials of legal document automation.Document automation software: Top 5 tools tested and rankedSeptember 4, 2024 Searching for the best document automation software? Read on to see some of the most useful solutions along with instructions on how to take your pick.Jotform vs Formstack: The surprising differencesAugust 31, 2024 Jotform and Formstack are popular form builders with major differences. Read this post to learn how they stack up against each other.Typeform vs Paperform: The devil’s in the detailsAugust 29, 2024 Can’t seem to choose between Typeform and Paperform? Read this post to figure out the differences and learn about the best alternative to these two form builders. SurveyMonkey vs Microsoft Forms: Obvious differencesAugust 27, 2024 If you’re not sure whether to use SurveyMonkey or Microsoft Forms, read on to learn about their pros and cons so you can pick the right tool for your projects.Typeform vs SurveyMonkey: Key features tested and comparedAugust 25, 2024 Finding it hard to distinguish between Typeform vs SurveyMonkey? We’ll help you out with this detailed overview of both form builders.Secure file sharing with clients: what are your options?August 23, 2024 Looking for the best way to share files with clients? In this post, we explore 3 types of secure file sharing platforms to help you make your choice.6 client dashboard software options that impressAugust 11, 2024 Keep running into delays when running your professional services business? Discover how client dashboard software can help and explore some options on the market.Law firm time tracking: 5 tools worth testingAugust 2, 2024 Law firm time tracking is essential for accurate billing and good client relationships. In this post, we’ll show you some of the best time tracking software options for legal professionals.Choosing finance broker softwareJuly 27, 2024 Discover how finance broker software can benefit your business’s operations, some top options on the market, and what to consider before you make your choice.SurveyMonkey vs Google Forms: A detailed comparisonJuly 25, 2024 Not sure whether to choose SurveyMonkey or Google Forms? We’ll show you the pros and cons of each tool so you can pick the right tool for your projects.Best software for real estate agents: 9 tools worth testingJuly 23, 2024 From onboarding to showings, real estate agents can choose from all sorts of outstanding tools. In this post, we’ll help you make a decision by showing you 9 solutions for different use cases.Client portals for law firms: 5 tools to make your work (and life) easierJuly 22, 2024 Not sure which client portal to choose for your law firm? Read our post to learn the ins and outs of picking the best client portal software.Top 5 real estate client portal solutionsJuly 18, 2024 Looking for a client portal for your real estate agency? Check out the analysis of our five favorite options.Tools for fast & secure client data collectionJuly 17, 2024 Still using email for client data collection? Check out this post to learn much better ways to gather information from clients.Comparing the best software for law firms in 2024July 7, 2024 How do you decide which software is best for your law firm? We compare the pros and cons of some top legal practice management software in this post to help you make your choice.3 must-have productivity tools for graphic designers July 4, 2024 - by James RoseDiscover the essential tools to streamline your graphic design workflow, save time, and boost efficiency, whether you're a seasoned pro or just starting out.How to choose a tax organizerJuly 3, 2024 Discover how tax organizers can streamline the tax preparation process for accountants and individuals and get to know some of the best options on the market.Estate planning software: 3 tools worth consideringJuly 2, 2024 Looking for reliable estate planning software? Read this post to see our top recommendations.Secure file transfer methods: Types, tips, and toolsJune 30, 2024 - by James RoseLearn about the common types of secure file transfer protocols and some of the best tools for safe data management.tTax preparation tools for accountants to work smarterJune 29, 2024 Explore various tax preparation tools you can use to streamline your tax workflow and enhance the customer experience as an accounting professional.Choosing a mortgage broker CRMJune 28, 2024 Discover common features of mortgage broker CRM systems and compare 3 market alternatives.The best productivity apps and tools for lawyersJune 22, 2024 Looking for a way to optimize your workflows as a legal professional or law firm? This post explores several productivity apps and tools that will help you get much more efficient.What is document automation? A comprehensive overviewJune 19, 2024 If you’re struggling to manage business information, it might be a good idea to start using a document automation tool. In this post, we’ll show you the ins and outs of this process.CRM for law firms: Which one is the best?June 17, 2024 If your law firm is having a hard time managing client relationships, legal CRM software might be of great help. We’ll show you some of the best options in this field.Some of the best fact find software for financial planningJune 3, 2024 A dedicated fact find software helps financial advisers collect accurate data from clients. Read this post to see some of the best tools for gathering financial information.Getting more client-centric with real estate technology May 20, 2024 Discover how modern real estate technology can help you solve common industry communication challenges and improve the client experience.4 key considerations for building a modern accounting tech stackMay 1, 2024 Looking to build or refresh your accounting firm’s tech stack? Here are 4 factors to consider before you do.Typeform vs Jotform: Which one is better?April 3, 2024 Typeform and Jotform are two of the most popular form builders. We discuss their pros and cons and show you the best alternative to both platforms.Jotform vs Microsoft Forms: Choosing the right form builderApril 1, 2024 Is Jotform better than Microsoft Forms or vice versa? We’ll show you a detailed comparison of these form builders so you can pick the right tool. 1 2 3 … 5 Next »
