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Privacy and organization are a company’s top priorities when sensitive information is involved. This is the case for South Bay Financial Partners, a financial advisory firm. They specialize in financial planning and help their clients make money decisions, manage their debt, invest, pay taxes, negotiate insurance, and plan for retirement. 
When South Bay Financial Partners wanted to leverage Microsoft

Power BI is a Microsoft product, primarily used for reporting and building dashboards in order to view the information in a meaningful way.
Power BI has gained more traction over the years and is widely considered the go-to reporting software because it sits on top of the full Microsoft stack. It also integrates well with data environments set up

The Challenge

Documents needed for personal injury claim

AT Law Group handles a lot of personal injury cases, and where personal injury is involved there is a lot of paperwork. A single caseload could include a thousand emails a week. The client and their doctors send the law firm medical records, medical bills, insurance policies and personal injury journals.

The

There are a lot of project management solutions out there. They are bright and colorful. Some are even easy to use. To encourage discussion and manage projects in our team and with our vendors and clients, we use ClickUp.

Here’s why:

1. Gantt charts improve task breakdown and forecasting

Gantt charts, integrated into our project management system, have revolutionized the

IndustryFinancial Firm

HeadquartersTorrance, CA

Company Size5-8 employees

THE CHALLENGE – Customizing Communication for New Leads

It is an undeniable fact that all businesses need new business. Reaching and engaging with quality leads is critical for the success of a financial advisory firm. What better way to woo potential clients than with personalized communication based on their buyer persona profile. 

This Torrance

IndustryLaw

HeadquartersChicago, IL

Company Size13 employees

THE CHALLENGE 

Founded by immigrants, this boutique full-service immigration law firm is dedicated to its clients and their cases. They pride themselves on being responsive to clients and potential clients, but as they began to receive more and more inquiries, they realized their processes were slowing them down, impacting their service, and holding them

IndustryFinancial Firm

HeadquartersTorrance, CA

Company Size5-8 employees

THE CHALLENGE – Customizing Communication for New Leads

It is an undeniable fact that all businesses need new business. Reaching and engaging with quality leads is critical for the success of a financial advisory firm. What better way to woo potential clients than with personalized communication based on their buyer persona profile. 

This Torrance

IndustryFamily Law Practice

HeadquartersChicago, IL

Company Size11 employees

THE CHALLENGE 

It’s no surprise that when a company experiences growth — especially a merger — that processes need to be reviewed and updated. For this Chicago law firm, that was the case. After merging two firms together, they realized that their intake process was cumbersome and prevented them from growing. 

Too