In Wrubleski v. Mary Imogene Basset Hosp., 163 A.D.3d 1248 (3d Dep't 2018), the Appellate Division, Third Department, addressed the legal/non-legal distinction in the context of determining whether a ...

Are you still using email to communicate with your clients about confidential matters? If so, you might want to rethink that approach. Because when it comes to secure communication, the tide is most ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...

Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...

Good communication skills are essential for achieving business success. Luckily, there are simple strategies you can use to increase your communication confidence! Throughout my career, I’ve ...

As a financial advisor or leader of a wealth management firm, you know the importance of providing personalized service and communication to your clients. However, delivering frequent communication ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Many clients automatically assume attorney-client privilege applies even when the client’s spouses or children are present during legal consultations. In New York, however, a family member’s presence ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...