How to Select Board Portals for Meetings

Board portals are highly efficient ways to simplify meetings and help directors concentrate on governance. Selecting the best portal requires careful assessment. You should ensure that it meets the top requirements, including security as well as collaboration and meeting management. It is crucial to get the support of your board members to ensure successful implementation.…

How to Automate Firm Processes

Many firms devote a large portion of their time performing mundane, low-value jobs. This includes onboarding new clients as well as tracking open items during the course of a project. It also involves documenting the feedback received from review meetings with clients, creating invoices monthly and following up with late payments and closing out projects.…