When client complaints arises, one of the first questions a law firm needs to answer is simple: what was actually said? While most firms have established processes for documenting client
The Solicitors Regulation Authority (SRA) recently revealed that almost two-thirds of the investigations it opens involve ethical issues. It also highlighted some of the pressures that can make ethical decision-making
Every day, law firms generate valuable collective intelligence information through conversations with clients. Advice is given, decisions are made, expectations are set and important details are discussed. But how much
If you’re one of the shrinking majority who still uses a search engine rather than an AI tool, you may have noticed a small but telling shift: more and more
Why Phone Conversations Are the Gap in AI Governance Every conversation about AI in client meetings seems to start the same way. A notetaker joins the video call. The client
By Francesca Yardley – Chief Operating Officer at Threads One of the most interesting conversations I had at last week’s Legal Practice Management event wasn’t about what artificial intelligence can
Artificial Intelligence dominates technology headlines. Depending on which article you read, AI is either about to transform society or replace it entirely. Yet for most businesses the value comes less
Background Navira is an Amazon and e-commerce marketplace consultancy, helping brands grow and optimise their online sales channels. As part of their operations, HubSpot is used to manage client relationships
If you are moving to HubSpot from another CRM then here are 3 ways to import historic email to HubSpot. Choosing the solution that is right for you business will depend on the total number of emails you wish to import and how far back in time you need to go.
“Furniture4u”* is a medium sized company selling high-end bespoke office furniture and operating throughout North America. They have 50 employees and 6 dedicated sales reps and account managers. When they
AI-powered call transcription is rapidly becoming part of the modern legal toolkit. When implemented properly, it improves accuracy, reduces administrative burden, and strengthens audit trails. But when deployed without the
Legal cases rely on robust audit trails from initial client engagement through to final resolution. Reliable documentation including call transcription can be the difference between a won or lost case,
