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 ...

Continued team expansion strengthens Creative Repute’s ability to manage complex projects and deliver consistent client ...

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 ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Inc.com columnist Alison Green answers questions about workplace and management issues–everything from how to deal with a micromanaging boss to how to talk to someone on your team about body odor. A ...

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 ...

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 ...

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 ...

A seasoned small business and technology writer and educator with more than 20 years of experience, Shweta excels in demystifying complex tech tools and concepts for small businesses. Her work has ...