Reporting, accounting, CRM, documents and bill pay: the family office software stack layer by layer, how to choose, and the manual work that still sits between the tools.
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Law Firm Wind-Down Checklist: The Operations Playbook
Client notices and elections, substitution of counsel, file transfers, conflicts data for departing lawyers, WIP and trust, vendor exits, staff, docketing and the audit trail: the operations checklist for winding down a law firm.
Automation ROI Calculator: How Many Hours Will Automation Give Back?
A free calculator for back-office automation ROI: enter items a month and minutes per item for up to five processes and get hours returned, FTE capacity and the value of the time, counted conservatively.
AI Readiness Assessment for Law Firms and RIAs
Most AI readiness assessments measure how ready people feel. A scored 12-point checklist, how to identify AI use cases from evidence instead of workshops, and a 30/60/90 plan for law firms and RIAs.
AI Acceptable Use Policy Template for Law Firms and RIAs
A copyable AI acceptable use policy: approved tools, client data, human review, consent, recordkeeping and agent registration, with notes on ABA Opinion 512 and FINRA Regulatory Notice 24-09.
AI Usage Tracking: How to Measure What AI Actually Delivers at Your Firm
Vendor dashboards count seats and prompts. Leadership asks what AI delivered. What a law firm or RIA should track instead: work completed, documents by type, hours returned, FTE capacity and adoption, counted conservatively.
ChatGPT vs Claude vs Copilot for Financial Advisors
Claude for Financial Advisors, ChatGPT and Microsoft 365 Copilot compared for RIAs: firm plans, what each vendor says about your data, what FINRA 24-09 expects, and why you shouldn’t bet the firm on one assistant.
Post-Merger Integration for Professional Services Roll-Ups: The Operations Checklist (2026)
The four phases of a post-merger integration, why integration capacity limits a roll-up, where integrations fail, and what to automate, for RIA, law, accounting and insurance acquirers.
How to Get Your RIA Ready for an Acquisition (2026)
For RIAs with $500M+ in AUM: show how the work runs, take the founder out of the back office, protect the team through the sale, and a 24-month plan.
RIA Succession Planning: The Four Paths and How to Get Your Firm Ready (2026)
The four succession paths for an RIA owner, a realistic timeline, what buyers diligence, and the operational readiness checklist that makes any path easier.