James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Quik!, a leader in forms and data standardization for financial services, is celebrating National Customer Service Week this week with another benchmark achieved: Quik!’s universal field definition ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

The bra store is all about custom service rather than homogenized, automated customer service. Custom service works there because the bra store is not a mega-company with millions of customers. Plus, ...

Which Biglaw firms are most beloved by general counsel for their superior client service? In 2024, with few rough waters for firms, it was generally smooth sailing until early 2025, when Trump came ...

Forbes contributors publish independent expert analyses and insights. I cover travel with a focus on safety and sustainability. If you want an idea of how far customer service has fallen — and how ...

You care about your clients, and your business depends on your providing a good service to them every time. But an emphasis on client service can lead to a problem: client over-servicing.

2023 is here. It is safe to say that client service is one of the critical, few differentiators to be found in a crowded legal marketplace – and, related, the latest trend to receive a great deal ...

TeddyHoldings.AI ("Teddy AI"), a compliance and client-focused legal services platform incubation, today announced it has raised $60 million in Seed funding from leading investors and passed $25 ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...