In my current role at a small law firm, we’ve been trying to modernize the way we handle our background research and risk assessments for new corporate clients. We recently started utilizing more advanced data and analytics platforms to help us stay compliant and verify identities more accurately than our old manual methods. It’s honestly impressive how much information is available at your fingertips now, especially when it comes to public records and legal research databases. I feel like it has saved our team dozens of hours every month that we used to spend digging through fragmented sources. I’m curious if anyone else has tips on how to best organize these insights into a report that’s easy for clients to understand. The goal is to be as thorough as possible while still keeping our internal workflows efficient and organized. Does your firm have a specific person dedicated to managing these analytics tools, or is it something everyone is expected to learn?
