Financial disclosure has always been a foundational requirement in family law, but it has rarely been treated as a strategic one. For many firms, disclosure is still managed through email chains, shared folders, spreadsheets, and manual checklists. Documents are requested, uploaded, reviewed, revised, and exchanged until the file feels complete enough to move forward. This […]
Thought Leaders
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The ABCs of Escrow KYC: Canadian Law Firms Need a Digital Approach
KYC (Know Your Client) has long been treated as a necessary administrative hurdle in escrow transactions. But for Canadian law firms supporting M&A, commercial deals, private placements and real estate transactions, the landscape has shifted. Escrow matters have become more complex, cross-border, time-compressed and risk-exposed. With regulators and Law Societies signalling higher expectations for client […]
Imagining the AI-First Law Firm
A three-part series exploring what a firm built from the ground up with AI would look like Part 3: How to Use AI to Attract More Clients In this final instalment of the series, let’s return to the question my solicitor friend asked: If a firm uses AI to save billable time, how can it […]
Imagining the AI-First Law Firm
A three-part series exploring what a firm built from the ground up with AI would look like Part II: Three Practical Steps for Creating a Unified System of AI Legal Service Delivery In a previous article, I discussed how law firms can rethink pricing and why redesigning service delivery is the key to building a […]
Imagining the AI-First Law Firm
A three-part series exploring what a firm built from the ground up with AI would look like Part I: Will AI Raise or Lower the Price of an Hour of Legal Service? Hint: There’s a Better Question to Ask Firms today are debating whether to embrace AI, given the risk that it could reduce billable […]