By being aware of these rules, lawyers can ensure that their meetings with prospective clients are helpful while minimizing ...

This led to a deeper discussion about structuring their business to support ... with clients where we explore their long-term aspirations. During one such meeting, a client revealed their dream of ...

Mustafa Bukhari, national team lead at Skyline, put it well on a question about fund gating provisions that prevent clients ...

If it is important in your business to cultivate free and open discussion ... to account for potential inaccuracies. Customer/Client Meeting Considerations If you also work with clients virtually ...

Its AI-powered Meeting Assistant transforms unstructured ... conversations and turns them into highly accurate notes, capturing client financial details, goals and objectives, key discussion points, ...