Writing on collecting client documents, e-signatures and the security a small firm can actually maintain.https://pertavo.com/https://pertavo.com/blog/what-to-ask-a-new-tax-client-for/https://pertavo.com/blog/what-to-ask-a-new-tax-client-for/One document does most of the work, and the things that carry real money forward are not in it — they are with the previous preparer, who is easier to reach in November than in February.Sun, 25 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/what-to-ask-a-new-divorce-client-for/https://pertavo.com/blog/what-to-ask-a-new-divorce-client-for/The documents worth requesting at intake, which of them can wait — and the ones that get harder to obtain every month nobody asks for them.Tue, 20 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/what-to-ask-a-new-estate-planning-client-for/https://pertavo.com/blog/what-to-ask-a-new-estate-planning-client-for/The documents worth requesting before a first meeting, grouped by what they decide — and the one category that quietly overrides the will you are about to draft.Mon, 19 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/client-portal-vs-shared-drive/https://pertavo.com/blog/client-portal-vs-shared-drive/A drive is cheaper, faster to set up and already paid for. Here is the short list of things it genuinely cannot do, so you can decide whether any of them apply to you.Mon, 05 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/clio-alternatives-for-a-two-attorney-firm/https://pertavo.com/blog/clio-alternatives-for-a-two-attorney-firm/Most small firms shopping for an alternative are really asking one question — am I paying per seat for a suite I use a third of? Here is how to answer it before you book any demos.Mon, 05 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/what-a-conflict-check-can-and-cannot-do/https://pertavo.com/blog/what-a-conflict-check-can-and-cannot-do/Software can search your own files and make somebody look before a matter opens. It cannot know the other side, and it cannot make the judgement. The line matters.Mon, 05 Oct 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/stop-collecting-client-documents-over-email/https://pertavo.com/blog/stop-collecting-client-documents-over-email/Email was never built to carry a client's ID, bank statements or settlement paperwork. Here is what goes wrong, and what to do instead.Thu, 17 Sep 2026 00:00:00 GMTSecurity & privacyhttps://pertavo.com/blog/client-portal-checklist-for-law-firms/https://pertavo.com/blog/client-portal-checklist-for-law-firms/Fourteen questions worth asking before you buy a client portal, and the three that most demos quietly avoid.Mon, 14 Sep 2026 00:00:00 GMTClient experiencehttps://pertavo.com/blog/secure-document-collection-guide/https://pertavo.com/blog/secure-document-collection-guide/Secure document collection is mostly process, not cryptography. Here is the process, from the request through to retention.Thu, 10 Sep 2026 00:00:00 GMTSecurity & privacyhttps://pertavo.com/blog/are-electronic-signatures-legally-binding/https://pertavo.com/blog/are-electronic-signatures-legally-binding/The short answer is usually yes. The useful answer is about evidence, exceptions and what your signing process can prove six months later.Sat, 05 Sep 2026 00:00:00 GMTE-signatureshttps://pertavo.com/blog/document-intake-workflow-that-scales/https://pertavo.com/blog/document-intake-workflow-that-scales/Intake fails at volume for structural reasons, not because people stopped trying. Here is how to build one that holds.Tue, 01 Sep 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/two-factor-authentication-small-firms/https://pertavo.com/blog/two-factor-authentication-small-firms/What the second factor actually does, which kind to use, and how to roll it out across a small firm in an afternoon.Thu, 27 Aug 2026 00:00:00 GMTSecurity & privacyhttps://pertavo.com/blog/client-onboarding-first-48-hours/https://pertavo.com/blog/client-onboarding-first-48-hours/A two-day onboarding sequence, hour by hour, that gets documents in and sets the tone for the whole engagement.Sun, 23 Aug 2026 00:00:00 GMTClient experiencehttps://pertavo.com/blog/chasing-clients-for-paperwork/https://pertavo.com/blog/chasing-clients-for-paperwork/Chasing is a symptom. Most of it comes from four fixable causes, and the firms that escape it changed the request, not the reminder.Tue, 18 Aug 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/going-paperless-without-losing-the-file/https://pertavo.com/blog/going-paperless-without-losing-the-file/Scanning everything is the easy part. The decisions that determine whether you can find a document in four years are made before the scanner arrives.Thu, 13 Aug 2026 00:00:00 GMTFirm operationshttps://pertavo.com/blog/what-clients-notice-about-your-firm/https://pertavo.com/blog/what-clients-notice-about-your-firm/Clients cannot judge your legal work. They can judge everything around it, and that is what they describe when somebody asks them for a referral.Sat, 08 Aug 2026 00:00:00 GMTGrowth