32 stories
Caddi completed the Cloud Application Security Assessment (CASA) at Assurance Level 1, validated by TAC Security. It is the assessment Google requires before an app can use restricted Gmail, Drive, Docs, and Sheets scopes, and it sits alongside our SOC 2 Type II report.
45 pieces of information to open one account. More than 100 CRM processes kicked off by hand. 68 hours to re-key one advisor transition. Twelve numbers RIA operations leaders shared with us this year.
The four-minute email and the two-minute call are real work that most partners never bill. What those tenths add up to, why they get written off, and how firms get them back without a timer.
45 minutes a week per attorney rebuilding time. 70 to 90 percent of each new matter retyped. 2,500 emails a day filed by hand. Twelve numbers law firm operations, finance, and IT leaders shared with us this year.
What Meta's Muse does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
What OpenAI's dots does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
xAI, Meta, and OpenAI each shipped an always-on agent this fall. How they compare on what a law firm, RIA, or accounting firm has to answer first: repeatability, supervision, records, and client data.
What xAI's Grok Bot does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
What xAI's Grok Bot does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
What OpenAI's dots does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
What xAI's Grok Bot does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
What OpenAI's dots does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
What Meta's Muse does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
What Meta's Muse does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
Grok Bot, Muse, and Dots can work inside your apps around the clock. For a law firm or an RIA, the question is whether anyone can check what the agent did. Five properties of an agent you can verify, and why approval prompts are not enough.
The operations plan for the RIA receiving a breakaway team: what to build before the advisor resigns, how to turn each client yes into a clean packet the same day, and how to run ACAT transfers, NIGO fixes and billing household by household.
What a law firm chief operating officer does, how it differs from an executive director or firm administrator, the scorecard it answers for, and a practical first 90 days.
The RIA back office mapped by workflow: CRM, portfolio and billing, custodians, planning, documents, meeting notes and compliance, what breaks between each layer, and where automation fits.
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