A referral comes in. A navigator texts a warm handoff. A court self-help desk sends someone to legal aid. Law firms like pro bono organizations agree to consult. Then the trail goes quiet. No one knows if the client was reached, if consent was captured, or if the matter is open, pending, or closed. In […]
The intake queue is growing, the monthly close is late again, and a vendor ticket is stuck in “we’re looking into it.” You don’t have time for another vendor meeting that ends with polite promises and no change. A vendor scorecard gives you a calm, repeatable way to see what’s working, what’s failing, and what
Most boards do not care how elegant your architecture is or how clever the AI model might be. What they want is a simple, believable way to see where each dollar goes, and why. That is the heart of The Investment Priority Framework Boards Actually Use. You feel the squeeze every budget cycle. Too many
The Investment Priority Framework Boards Actually Use For Tech And Cyber Spend Read More »
Your intake queue is up again. A partner sent a referral, but it landed in someone’s inbox, not your system. A funder report is due, and the numbers don’t reconcile across case notes, spreadsheets, and the CRM. When leaders say “data silos,” they’re rarely talking about data. They’re talking about broken handoffs. Work that bounces
Stop data silos by mapping the client journey end to end Read More »
It's the end of another quarter, and the grant reporting fire drill is in full swing. Your program manager is stitching together three different spreadsheets to get the numbers for your biggest funder, your intake coordinator is manually re-entering client data into a separate database for the third time, and you have a quiet, constant
Case management system migration legal nonprofit: A practical guide for leaders Read More »
Discover 2026 advisory technology trends, governance strategies, and actionable steps to reduce chaos and risk in justice support organizations. Read the guide.
Advisory Technology Guide: Trends and Insights for 2026 Read More »
