Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Driven by in-house counsel demand and competitive forces, over the previous decade many larger law firms have made investments in legal project management capabilities geared at assuring clients of ...

Preparing for and completing new client projects doesn’t always go smoothly. Overlapping tasks and communication breakdowns can slow or even derail progress. Add in tight deadlines and last-minute ...

Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Freelancing can be overwhelming for those who cannot keep track of their client project timelines, often leading to missed deadlines. Project management software can help freelancers and individuals ...

Tetra Tech CEO Dan Batrack created our Project Manager (PM) of the Month award to honor PMs who demonstrate excellence in supporting our clients and perform projects to the highest standards of ...

This represents a waterfall type of approach to project planning, where one phase flows into the other. It works well for certain industries such as construction and manufacturing, but it is less ...