Mainsail

OCTOBER 10, 2024

Keep in mind that this is a fast-moving space so you should always keep your eyes open for new developments as well as be aware of legal risks and your company’s AI use policies. Work with your legal counsel and IT to define your company’s policies regarding AI well before you roll out any AI tools. Create an AI policy.

Legal 52

Legal Finance Financing Best Practices 52

The Motley Fool

JULY 31, 2024

The Task Center has also aided in the completion of over 710,000 tasks of agents, invoices, and transaction documents across 5 different operational teams and 15 different role types year-to-date. Our staffs had more than 1 million messages in Q2, up 108% from Q1 of this year by leveraging AI to become more productive internally.

Education 130

Education Leveraging Accounting Legal 130

Zajac Group

FEBRUARY 7, 2023

Even if you’re familiar with the concept of a 10b5-1 plan, you may benefit from some of our best-practice insights. Many brokerages offer plan forms or sample documents to help you start crafting your 10b5-1 plan. Q8: What are some best practices for establishing a 10b5-1 plan? Avoid hedging against a plan.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Liabilities Best Practices Education 52

Private Equity Wire

AUGUST 9, 2023

Or so the legal disclaimers tell us. Think about what you legally do and do not own, what confidentiality requirements you need to adhere to, and what restrictive covenants you face. The Flop Track record – “Past performance is not indicative of future returns”, apparently. Structure – Not all first-time funds are created equal.

Stakes 52

Stakes Prospects Legal Funds 52

The Motley Fool

AUGUST 21, 2024

And of course, we were pleased this month to welcome Amy Tu into the role of chief legal and compliance officer. Of course, while well documented, efficient and repeatable processes are critical to maintaining quality in a large operation, it's just as important to help our team to stay nimble and able to react to unforeseen events.

Leveraging 130

Leveraging Taxes Capital Returns 130

The Motley Fool

AUGUST 2, 2023

Is it a, you know, best practice in one location being expanded, an overall centralized look at the cost structure? So, yes, there is some oversharing site to site of activity in best practices. So, we did recently receive news on an appeal to our environmental impact report that is the supporting document for permits.

Taxes 100

Taxes Capital Shareholders Assets 100

The Motley Fool

FEBRUARY 28, 2024

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. So, it's really -- this is -- this is pretty neat.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Insight Partners

DECEMBER 17, 2024

A best practice is using an end-to-end Reflection loop, where the LLM that is constantly trained on feedback from the evaluations is used to test Agent output for accuracy. This builds on call-center AI use cases, leveraging agentic workflows for real-time approvals, document completion, and data gathering.

Startups 116

Startups Consulting Consultants Leveraging 116

Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. AI agents have the potential to revolutionize how PE firms manage their portfolios.

Due Diligence 90

Due Diligence Consulting Consultants Leveraging 90