Mike W.

Founder of a legal innovation brand; author of a legal future book; community officer at a legal tech firm; advocate for new legal practice models for small firms.

Articles

28 min

Total reading time

What Is a Client Document Collection Portal (and Do You Need One)?

"A client document collection portal turns the annual tax season email chase into a structured, secure process. The best portals feel simple to clients while giving your firm complete visibility into what has been received. If you are still asking clients to email sensitive financial documents, you have a security and efficiency problem."

What a client document collection portal is, whether your firm needs one, and how to build it: email pitfalls, request lists, secure uploads, status tracking, automations, client experience, and launch checklist.

Best Insurance Agency Renewal Tracking Software 2026 (AMS, CRM & Custom Apps Compared)

"The right insurance agency renewal tracking turns busywork into a workflow you can trust."

Master insurance agency renewal tracking to boost retention and compliance. Learn how to automate policy renewals, track agent licenses, and reduce E&O risk.

How to Implement Month End Close Automation: A Guide

"Month end close automation turns 'close week' into a calm, continuous system—catching issues earlier while they're still easy to fix, not all at once on the 30th."

Learn how month end close automation streamlines reconciliations and reporting. Follow our guide to reduce cycle times and eliminate manual accounting errors.