eFraud Investigator was built to bridge the gap between discovery and forensic analysis. While traditional e-discovery tools make documents searchable, they rarely make the numbers usable. This new platform extracts, digitizes, and mathematically verifies financial transactions from static PDFs, allowing legal teams to get to the truth faster.

Defensible Data for Court

“Attorneys have been burned by software that guesses at numbers,” says Barbara Steinberg, CEO of eFraud Services. “In litigation, data integrity is everything. eFraud Investigator delivers virtually 100% extraction accuracy and automatically verifies every transaction against the statement’s ending balance — ensuring the evidence you present is mathematically identical to the source documents provided in discovery.”

Key Capabilities for Litigators:

• Handle Redactions & Rotations: The AI is trained to handle the specific “messy” reality of subpoenaed records.
• Immediate Case Triage: A built-in dashboard visualizes the flow of funds instantly, allowing attorneys to decide if a case is worth pursuing before investing in hours of forensic accounting.
• Cost Recovery: Drastically reduces the billable hours associates spend on manual data entry.

“Our mission has always been clear: to fight for individuals and families when they face serious accidents or overwhelming debt,” said Will Christie, Attorney at Amourgis & Associates. “We understand that every client’s situation is unique, and we are dedicated to providing personalized solutions that restore stability and peace of mind.”

Amourgis & Associates offers comprehensive services for clients dealing with personal injury cases, including car accidents, truck wrecks, and other serious incidents. The firm also specializes in bankruptcy law, helping clients develop practical strategies to reduce debt, protect assets, and regain control of their financial future. By focusing exclusively on consumers, the attorneys ensure that clients receive dedicated, loyal advocacy without the conflicts of representing corporate or insurance interests.

When meeting with a personal injury attorney or bankruptcy lawyer from Amourgis & Associates, clients receive a thorough review of their situation along with clear, actionable guidance. The firm addresses immediate concerns, such as transportation for medical appointments after an accident or negotiating high loan payments, while simultaneously creating a long-term strategy to achieve a lasting resolution.

Amourgis & Associates leverages cutting-edge technology and a responsive communication approach to make legal processes straightforward and stress-free. Attorneys are available for in-person or remote consultations, ensuring that clients can get advice and solutions in a manner that fits their schedule.

“Our approach is not cookie-cutter,” Julius Amourgis evaluates each case from every angle and provides honest, practical advice that helps clients make informed decisions. “Our goal is to give people the relief they need and guide them back to a sense of normalcy.”

With offices in Akron, Cincinnati, Cleveland, Columbus, Youngstown, and Dayton, Amourgis & Associates continues to strengthen its presence as a trusted consumer law firm in Ohio. The firm invites anyone facing personal injury or financial challenges to contact them for a free consultation and experience the difference in client-centered legal advocacy.

HMW Law’s New Year Safe Ride Campaign offers 100 free Uber or Lyft vouchers, helping participants get home safely after their celebrations. Each voucher is valued at $20 and can be used through Uber or Lyft between 5:00 PM on December 31, 2025, and 11:59 PM on January 1, 2026.

Reserve your voucher by December 29, 2025, by completing the form on HMW Law’s campaign page.

“We see too many cases that start with one avoidable decision,” said Brandon Henderson, managing partner of HMW Law. “This campaign is about giving people an easy, no-excuses option. If we can help one person make the safer choice, it’s worth it.”

Taking Action During a High-Risk Holiday

The National Safety Council projects nearly 375 traffic fatalities nationwide over the New Year’s holiday period, with drunk driving as a leading cause. In response, HMW Law—The Ohio Trial Attorneys is encouraging people to plan ahead and use rideshare services to avoid tragic consequences.

Open to residents in Cleveland and surrounding areas, the firm’s campaign seeks to prevent DUI-related incidents and support community well-being through direct action.

How to Participate

• Sign Up by December 29: Complete the short form on HMW Law’s campaign page to reserve your voucher.
• Use on New Year’s Eve or Day: Vouchers are valid for Uber or Lyft from December 31 at 5:00 PM through January 1 at 11:59 PM.
• One Per Person: Limited quantity available—early sign-ups encouraged.

David Slovick, who served for nearly a decade at both the CFTC and the SEC before joining an AmLaw100 law firm, brings extensive experience in all major markets for securities and commodities enforcement to Kopecky Schumacher Rosenburg LLC.

“I’m looking forward to rejoining my friends and former SEC colleagues who have built a firm that is rightly regarded as a go-to resource for financial markets litigation, enforcement defense and regulatory counseling,” said Slovick. “Our combined experience makes us unique among small to mid-size firms specializing in enforcement and regulatory work.”

Slovick recently represented a C-suite officer in parallel CFTC, SEC and DOJ investigations into Sam Bankman-Fried, FTX Trading and its affiliated entities. Earlier this year he represented a former JPMorgan investment banker in his appeal to the Second Circuit Court of Appeals challenging collateral associational bars imposed in an SEC enforcement action.

“This is an exciting milestone for KSR,” said Jim Kopecky, a founding partner. “The background Howard Rosenburg and I have with the SEC has always differentiated us as a firm. Bringing David on board adds to the depth of SEC experience we have at the firm, and also adds to our experience on the commodities side. Our clients will further benefit from his SEC and CFTC background and practice experience in Chicago, New York, and D.C.”

In addition to his legal practice, Slovick is a frequent speaker at compliance conferences and contributes articles and commentary on regulatory and enforcement topics to publications including The Wall Street Journal, The Financial Times, Bloomberg, Futures & Derivatives Law Report, The Hill, Hedge Fund Law Report, Securities Regulation Law Journal, and Securities Law 360.

Founded and led by attorney and certified public accountant Kelvin Birk, the firm stands apart by offering a unique blend of legal and financial expertise. This dual perspective allows Birk Law Firm to address even the most complex cases with precision, while remaining small enough to deliver the personalized service that local families and businesses deserve.

Birk Law Firm’s areas of practice include estate planning, wills and trusts, probate administration, tax issues, real estate, business law, commercial litigation, and personal injury matters. The firm also brings specialized experience in business and farm succession planning, reflecting Kelvin’s own deep connection to the community as someone raised on a Cape Girardeau County farm.

“We know that when a client comes to us with a legal issue, it is often the most pressing concern in their life,” said Kelvin Birk. “That is why we work hard to be responsive, practical, and creative in our legal and financial solutions. Our goal is to be the first—and only—call our clients need to make.”

With extensive litigation experience, Birk Law Firm is equipped to handle both settlements and trials. Whether it’s a straightforward matter or a large, complex legal dispute, the firm’s attorneys are committed to protecting clients’ rights and pursuing the best possible outcomes.

The firm’s new marketing initiatives are designed not only to showcase its broad legal capabilities but also to reaffirm its promise to serve the Cape Girardeau community with integrity and dedication. Centrally located for convenience, Birk Law Firm ensures that local residents don’t need to travel far for quality legal representation.

Founded by Lori Brown-Simmons, a veteran law firm operations executive who held leadership roles at several Am Law 50 firms including DLA Piper, and Jeff Marquis, a Harvard-trained CPA, CFA, and former CEO, FFA helps midsized law firms gain executive-level insight without adding full-time overhead.

FFA’s team of fractional CFOs, COOs, CMOs, and CHROs works directly with firm leaders to strengthen profitability, improve efficiency, and bring financial clarity through fractional and outsourced leadership models.

Bringing a Proven Model to Law Firms

As technology, AI, and client demands reshape the business of law, midsized firms face growing pressure to match BigLaw sophistication on smaller budgets.

“Many midsized firms are led by outstanding partners but lack access to executive-level financial expertise,” said Brown-Simmons. “Fractional leadership isn’t new, but it may feel new to law firms. Our mission is simple: give firms access to BigLaw talent — at a part-time cost.”

Having spent over 15 years in Am Law 50 leadership, Brown-Simmons said she has seen firsthand the challenge of balancing client service with lean operational budgets. “Many firms operate without the financial visibility they need,” she added. “That lack of insight can make even profitable firms vulnerable to margin pressure.”

Solving the Law Firm “Profit Squeeze”

Industry observers describe a “profit squeeze” among midsized firms — a gap between rising client expectations and limited capacity to raise rates or hire senior financial talent. FFA’s fractional and outsourced CFOs embed with firm leadership to provide real-time visibility into profitability and decision-making.

“In every successful company I’ve advised, strong financial leadership is non-negotiable,” said Marquis. “Law firms are no different. Once a firm reaches around 30 attorneys, it needs the same level of financial sophistication as any other mid-market enterprise. The outsourced CFO model makes that possible – without the full-time cost.”

This year’s Frost Law honorees include Alla Cates, Uriel Stern, Robert Braland, and Zoha Sohail. Cates and Stern were recognized in the Tax Law category, while Braland and Sohail were honored in the Trust & Estate/Wills & Probate Law category. These attorneys were selected for their significant contributions to client success and their growing influence in the legal field.

The Up & Coming Lawyers/Rising Stars honor is presented annually by What’s Up? Magazine, which covers Maryland’s Eastern Shore and Annapolis communities. Nominees are evaluated based on peer recommendations, professional achievements, ethical standards, and community involvement. The final selection highlights those who are not only excelling in their legal practices but are also making a measurable impact on the profession and the communities they serve.

“This award is a testament to the caliber of talent we cultivate at Frost Law,” said Glen Frost, Managing Partner at Frost Law. “We are proud to see our team members recognized for their leadership, their work ethic, and the results they deliver for clients every day. Our clients expect the best, and this recognition confirms that our team is delivering on that promise.”

Glen Frost, an attorney, certified public accountant, and Certified Financial Planner, founded Frost Law with a vision to create a multidisciplinary firm skilled in resolving complex legal, tax, business, and financial issues. The firm serves individuals and businesses in areas including tax controversy, business transactions and litigation, estate and asset protection planning, and bankruptcy. 

For more information, visit askfrost.com.

ECFX Track revolutionizes legal workflows by eliminating the need for manual court website searches, automatically tracking cases across thousands of courts in over 40 states. The solution provides timely, reliable notifications with attached court documents sent directly to the ECFX inbox, while ensuring all filings are securely stored and organized within a firm’s preferred Document Management System (DMS) using firm-defined naming conventions.

“As legal teams continue to seek more efficient solutions, ECFX Track represents a significant advancement in case monitoring technology,” said Dan O’Day, CEO and Co-Founder of ECFX. “These additional Am Law 50 firms joining our platform demonstrate the growing demand for automation that reduces administrative burden and enhances risk management.”

ECFX Track offers fully customizable notifications, allowing firms to tailor alerts to their specific workflow requirements. This ensures that key stakeholders receive critical case updates without unnecessary manual intervention. Moreover, the secure, anonymous tracking mechanism protects firm interests by enabling case monitoring without revealing their involvement.

ECFX continues to expand its footprint among the nation’s top law firms, delivering automation solutions that not only streamline workflows but also significantly reduce operational risks and enhance visibility into case activity.

For more information about ECFX Track, visit goecfx.com/product-ecfx-track or contact sales@goecfx.com.

ECFX Notice is a cutting-edge SaaS solution designed to streamline the downloading of court notice documents, ensure direct distribution to case teams, and securely store documents within the correct matter or client workspace in any DMS or file system. This automation significantly reduces the time spent on manual ECF notice processing and minimizes errors caused by delays or misfiled documents.

SOC 2 (System and Organization Controls) is an independent, third-party framework developed by the American Institute of Certified Public Accountants (AICPA). While SOC 2 Type 1 compliance evaluates security measures at a single point in time, SOC 2 Type 2 extends that assurance, verifying that ECFX has upheld rigorous security protocols over an extended period. This certification reinforces the company’s proactive approach to security and reliability.

“Law firms need more than just a vendor – they need a technology partner they can trust,” said Dan O’Day, Co-Founder and CEO of ECFX. “Achieving SOC 2 Type 2 certification isn’t just about meeting a standard; it’s about continuously proving that our security and privacy practices stand up to real-world scrutiny over time. Our clients deserve that level of assurance, and we’re proud to deliver it.”

The rigorous SOC 2 Type 2 audit assessed ECFX’s adherence to Security, Availability, and Confidentiality standards, ensuring that legal professionals can depend on ECFX to handle court notices with integrity, resilience, and compliance.

As law firms adopt more digital tools, cybersecurity threats and data protection requirements continue to change. ECFX’s ongoing investment in security measures and third-party audits reinforces its commitment to providing reliable, efficient, and secure court notice automation.

Witenoff began his legal career at the Wayne County Prosecutor’s Office, where he served as lead attorney on nearly one thousand adult and juvenile felony cases. His extensive experience includes handling complex and high-severity felony cases, such as counterfeiting, carjacking, robbery, and homicide charges. 

Before his tenure at the Prosecutor’s Office, Witenoff focused his studies on fair treatment in the court system, social policy, and juvenile justice. He graduated early from James Madison College at Michigan State University, where he studied sociology and public policy with an emphasis on race, poverty, and the criminal justice system. He then earned his law degree from Vanderbilt Law School, where he was a Dean’s Scholar, a teacher’s assistant, a research assistant, and president of the American Constitution Society. 

At Federal Criminal Attorneys of Michigan, Witenoff will continue his mission to improve client outcomes by providing the highest quality representation. His experience, diligence, and relationships within the legal community position him to achieve the best possible results for clients, whether through dismissal, diversion, plea agreement, or trial.​

Witenoff’s addition to the firm underscores Federal Criminal Attorneys of Michigan’s commitment to excellence and justice. We look forward to the expertise and dedication he brings to the team!​

Unlike typical law firm internships, where students are often limited to administrative tasks, Rossen Law Firm interns take on real legal challenges from day one. They write case memos, engage in discovery, analyze high-profile cases, and even sit in on client meetings and courtroom proceedings.

“We’re not just giving students a taste of criminal defense law,” says Rossen. “We’re preparing them to be leaders in the field.”

Where Rossen Interns Go Next

Rossen Law Firm interns have gone on to study at the nation’s top law schools, including Harvard, Cornell, Vanderbilt, Michigan, Emory, and the Antonin Scalia Law School. These students leave the program with skills and connections that set them apart in an increasingly competitive legal landscape.

“This internship changed my entire career path,” says a former intern now studying at the University of Florida Law School. “I wasn’t sure about criminal defense before this, but after working on actual cases and seeing the impact first-hand, I know this is exactly what I want to do.”

Beyond casework, Rossen Law Firm interns participate in “Pop-Up Projects” with Rossen and his managing partner. They tackle real-world cases such as Bill Cosby’s trial, Derek Chauvin’s case, and other high-profile criminal matters. They analyze legal defenses, draft arguments, and discuss strategy—an experience most law students don’t get until after graduation.

National Recognition and Growing Demand

The program’s success hasn’t gone unnoticed. Rossen was recently invited to speak on a national panel at TGR Live, a prominent legal industry event, where he will share his expertise on creating impactful internship programs. He has also been featured on top legal podcasts, including:

• Maximum Lawyer
• Lead Counsel
• They Don’t Teach This in Law School
• Renegade Lawyer Marketing (upcoming)
• Latte with a Lawyer (upcoming)

“Attorneys across the country are reaching out to learn how we’ve built an internship that’s not just beneficial for the firm but transformative for the students,” Rossen says.

A Commitment to the Community

While most firms view interns as extra hands in the office, Rossen sees them as the profession’s future. That’s why he is working to expand the program into a mentorship initiative for individuals interested in legal careers but who haven’t followed a traditional path to law. This mentorship program will be open to individuals beyond traditional students, including those directly impacted by incarceration, offering guidance, support, and opportunities to explore and navigate a career in the legal field.

“Access to opportunity isn’t equal for everyone,” Rossen says. “By mentoring and training future legal professionals, we’re ensuring a stronger, more diverse legal field.”

As the program grows, Rossen Law Firm seeks partnerships with local high schools, universities, and criminal justice organizations to connect students with a passion for the law with real-world experience.

Applications Open for 2025

The Summer 2025 internship application period is now open. With limited spots available, the program is expected to be highly competitive. Interested students should apply by April 1, 2025, to be considered.

For more details, visit CriminalDefenseInternships.com.

Keleher, one of the most active defense attorneys in these cases since 2020, emphasized the significant impact on small business owners who find themselves caught in the crosshairs of mass litigation. “It’s a very harrowing experience, and I don’t use that word lightly because many of my clients are mom-and-pop type operations,” Keleher told Law360.

The Northern District of Illinois has become the epicenter for these cases, with thousands of lawsuits filed in recent years. Advocates argue that this legal approach helps brand owners combat counterfeit products efficiently. Critics—including Keleher—note that courts are now scrutinizing plaintiffs’ claims more closely.

“When I first started this, basically everything was just rubber stamps,” Keleher said. “Now, judges are more skeptical and very hesitant to grant plaintiffs a lot of the relief they are seeking.”

The article also highlighted recent judicial pushback, including a decision by U.S. District Judge Jeremy C. Daniel, who rejected an attempt by Toyota Motor Sales USA to join 103 defendants into a single suit, citing the lack of a “logical relationship” among them.

Keleher believes that guidance from the Seventh Circuit would help clarify key legal questions surrounding these cases. “There’s a lot of nuances to this litigation that has not gone up,” he noted. “Obviously once the Seventh Circuit rules one way or another, that could take out an important plank of either the plaintiff’s or the defendant’s arsenal.”

As the debate over Schedule A litigation continues, Keleher remains a leader, advocating for the fair treatment of small business owners and for more balanced legal standards.

For more information, please visit https://appellatelawgroup.com/.

When it comes to running a successful business, planning for the unforeseen future is as crucial as managing day-to-day operations. The unexpected departure or retirement of a CEO can pose significant challenges if not planned for adequately. This is where Jeremy Eveland steps in with his profound knowledge of business law and strategic foresight. By crafting customized plans that align with each entrepreneur’s goals, he helps ensure that businesses continue to operate smoothly despite leadership changes. His role goes beyond legal advice; it’s about securing legacies and fostering enduring success.

Jeremy’s approach to business succession is grounded in understanding the unique needs and aspirations of each client. He dedicates time to learning about their vision for their company’s future, a critical step that allows him to craft strategies that resonate with their personal and professional objectives. Whether it involves passing down a family enterprise or selling to an outside party, Jeremy employs a comprehensive process that addresses all potential risks while maximizing opportunities.

Asset preservation stands as one of the cornerstones of Jeremy’s practice. For many entrepreneurs, their business represents years of hard work and investment, both emotional and financial, and ensuring its assets are protected during succession is paramount. Through rigorous evaluation and strategic planning, Jeremy advises on shielded transitions that safeguard these assets from unnecessary tax burdens or legal entanglements. This meticulous attention helps maintain businesses’ integrity while providing peace of mind to outgoing owners.

Moreover, continuity is at the heart of successful succession planning. Businesses often face disruptions during leadership transitions which can impact employee morale and productivity negatively. Understanding this dynamic, Jeremy emphasizes creating transition plans that are transparent and inclusive, ensuring everyone from top management to entry-level employees understands new leadership structures well ahead of time. Such proactive measures help preserve organizational culture and stability even amidst change.

One cannot overlook how essential communication skills are when handling such sensitive processes involving multiple stakeholders including family members in cases of family-owned businesses or investors in larger corporations. Jeremy excels at mediating discussions between parties with different interests, facilitating negotiations so everyone feels heard yet remains aligned towards common goals.

In today’s fast-paced economic environment where innovation drives competitiveness, having a robust plan for leadership transition has never been more important for sustaining growth trajectories without disruption, something which requires both expertise and empathy as shown by professionals like Jeremy Eveland.  With two locations in West Jordan and Lindon, Utah, he assists entrepreneurs every step along this journey towards seamless ownership transfers while ensuring asset safety alongside continued prosperity post-transitioning phase too!

The website stands out for its focus on accessibility and usability, serving not just as a powerful lead generation engine for the trusted personal injury lawyers of Briskman Briskman & Greenberg but also as a valuable resource for the community.

Key features of the award winning website include:

Infographics: Visual representations of complex legal concepts designed to help visitors better understand personal injury laws, their rights, and the claims process.
Videos: Engaging video content provides insights into legal issues, firm values, and success stories, helping potential clients connect with the firm’s team.
Google Web Stories: Dynamic, interactive storytelling elements designed for mobile users, offering bite-sized, actionable legal advice and information.
Multi-lingual: To support Chicago’s thriving Hispanic community, the entire website for Briskman Briskman & Greenberg Personal Injury & Car Accident Lawyers is available in spanish to help community members find the right abogado de accidentes automovilísticos or abogado de lesiones personales.

“Our goal has always been to make legal services more approachable and accessible,” said attorney Paul Greenberg at Briskman Briskman & Greenberg. “This website embodies that mission by providing clear, helpful information to those who need it most.”

The W3 Awards, which celebrate digital excellence across websites, marketing, and apps, recognized the Briskman Briskman & Greenberg website for its design, innovation, and utility. The site reflects CLM’s commitment to creating user-centric legal websites that stand out in a competitive market.

About Briskman Briskman & Greenberg
Briskman Briskman & Greenberg is a family-operated personal injury law firm with decades of experience helping victims and their families get the compensation they deserve after being injured in an accident.

About Custom Legal Marketing
Custom Legal Marketing offers premium law firm marketing solutions exclusively for law firms. With a focus on innovative design, SEO, and user engagement, CLM helps firms build meaningful connections with their communities and grow their practices.

“Becoming the first and only provider to automate court notice processing in every state marks a watershed moment for both ECFX and the industry,” says Dan O’Day, Co-Founder and CEO of ECFX. “Our commitment to meeting our clients’ needs has driven us to build integrations not just in major legal markets, but truly everywhere our clients practice law. The addition of ECFX Track to our platform has been instrumental in achieving this comprehensive coverage, offering law firms a powerful combination of nationwide notice processing and sophisticated case monitoring capabilities.”

This achievement spans state courts, federal courts, and administrative agencies, with ECFX supporting all Appellate, Bankruptcy, and District courts, as well as specialized venues like the Patent Trial and Appeal Board (PTAB), International Trade Commission (ITC), Federal Energy Regulatory Commission (FERC), and International Trade Administration (ITA). The platform’s capability to handle multiple ECF service providers within individual states and counties ensures truly comprehensive coverage.

“Achieving national coverage while simultaneously launching ECFX Track demonstrates our commitment to streamlining the entire court notice workflow,” says Nelson Quintero, Co-Founder and COO at ECFX. “This integrated approach is transforming how law firms manage their court notice processing and case tracking across jurisdictions.”

Looking ahead, ECFX plans to leverage its nationwide infrastructure and enhanced monitoring capabilities to expand automated notice processing further. “While we’re proud of this landmark achievement, this is just the beginning,” added O’Day. ” ECFX is positioned to scale with firms as they grow. With plans to expand even further, we’re ensuring that firms adopting the platform today are also prepared for tomorrow’s advancements in case tracking and court notice technology. These capabilities set a new benchmark for what law firms should expect from their court notice solution provider.”

In an effort to assist small business owners in navigating this complex new legislation, Hazen Law Group is hosting a webinar titled “Preparing Your Small Business for the Corporate Transparency Act” this coming Thursday, November 21st, at 5:30pm EST. This informative session aims to clarify the CTA’s key requirements, assisting businesses in understanding who must report their beneficial ownership interests and what information is necessary.

The CTA impacts many business entities, including corporations, limited liability companies (LLCs), and partnerships. During the webinar, Hazen Law Group will provide guidance on identifying which entities are covered under this sweeping legislation. The online educational session will cover critical deadlines and guidance on determining what beneficial ownership interests that businesses must report. By joining this session, business owners can gain valuable insights into the necessary preparations before the year-end deadline and avoid the risk of facing punitive measures.

Failure to adhere to these requirements or providing false information can impose severe penalties, including fines of up to $10,000 and potential imprisonment for up to two years. “It’s imperative that business owners take proactive steps to understand and comply with the CTA,” said Marielle Hazen from Hazen Law Group. “The penalties for non-compliance are steep, and ignorance of the law is not a defense.”

With the reporting deadline approaching next month, Hazen Law Group emphasizes the importance of early action. This initiative reflects a broader effort to support small businesses in understanding and adapting to the evolving legal landscape.

Those interested in gaining a comprehensive understanding of the Corporate Transparency Act and its implications for small businesses are encouraged to register for the webinar. By taking informed steps now, small business owners can ensure their operations remain in compliance with the new federal requirement and contribute to the broader goals of transparency and accountability that the CTA seeks to achieve.

In a world where regulatory compliance is increasingly complex, initiatives like this webinar provide a crucial lifeline for small businesses striving to meet legal obligations while continuing to thrive.

Since joining Granite Peak in 2016, Ms. Piazza has been instrumental in the significant growth of the firm’s veterinary-specific client niche, team building and development, and enhancing the company’s software to better focus on tax saving strategies.

“Heather’s contributions over the last eight years have been vital to our growth and success,” says Granite Peak CEO, Jharid Pratt. “She embodies our core values and commitment to excellence,” Pratt concluded.

As Vice President of Operations, Ms. Piazza’s responsibilities will expand to include strengthening internal processes, increasing efficiencies, and enhancing the client experience.

“I’m incredibly proud of the work we’re doing every day and look forward to being part of even greater accomplishments for both our team and our clients,” Ms. Piazza commented.

A graduate of Bentley University, Ms. Piazza majored in Corporate Finance and Accounting, with a minor in Law. She also received her master’s in taxation from Bentley in 2020.

“ECFX Track is designed to make case monitoring as effortless and secure as possible for law firms,” says Nelson Quintero, Co-Founder and COO at ECFX. “We listened to our clients and created a powerful solution that automates tasks while remaining flexible to adapt to unique workflows and uphold strict confidentiality standards. ECFX Track helps firms stay consistently informed, with complete peace of mind.”

ECFX Track integrates with thousands of federal and state courts across the country, identifying new filings as they become available. Law firms can seamlessly add cases to track without complex procedures or time-consuming data entry. The platform’s anonymous and secure tracking feature allows firms to monitor cases without compromising client confidentiality or exposing their interests.

Additionally, ECFX Track offers fully customizable email templates, enabling law firms to tailor notifications to their team’s preferences or their clients’ needs. Whether firms need immediate alerts or daily summaries, notifications can be crafted to deliver exactly the right information to the relevant team members at the right time.

Beyond notifications, ECFX Track automates DMS storage by applying custom naming conventions and storage policies, ensuring documents are automatically saved in the firm’s Document Management System, and organized according to the firm’s specific preferences.

From November 1 to 30, ECFX is extending an exclusive opportunity to experience ECFX Track with a complimentary 30-day trial, allowing law firms to experience the full benefits of this powerful, secure, and flexible platform at no cost.

For more information on ECFX Track or to participate in this promotion, visit our website or contact sales@goecfx.com.

In the interview, DiFalco highlighted the complexities surrounding ERISA-governed retirement accounts like 401(k)s and pensions, which automatically designate a spouse as the primary beneficiary by federal law. DiFalco explained, “Most workplace retirement plans are governed by ERISA, which has specific regulations to ensure spouses are protected as primary beneficiaries.” He advised individuals navigating divorce to review beneficiary designations promptly, especially since divorce finalization does not automatically remove a former spouse as a beneficiary.

DiFalco also discussed the nuances of individually managed accounts, like IRAs, which offer more flexibility in beneficiary selection. However, he emphasized that state laws might still apply in community property states, where spousal consent is often required to designate a non-spouse beneficiary.

Beyond retirement accounts, DiFalco touched on other financial considerations post-divorce, from revisiting life insurance beneficiaries to updating estate plans to reflect new life priorities. “Divorce can be a financial reset,” DiFalco shared. “It’s a critical moment for individuals to evaluate their estate plans and long-term financial goals.”

With over a decade of legal experience and a client-centered approach, DiFalco has dedicated his practice to helping clients achieve fair settlements and plan effectively for their futures. He is known for his realistic, compassionate guidance and active involvement in the New York legal community. DiFalco’s feature in WealthUp highlights his commitment to providing clients valuable insights into protecting their financial well-being through each stage of their lives.

To learn more about Michael DiFalco and his services, visit matlawyers.com.

”Prabhdeep’s proven track record of growing and leading high-performing teams and his deep understanding of scaling operations will be instrumental as we continue to expand our market reach and deliver exceptional value to litigators,” said Steno CEO Greg Hong. “This year our business grew by 119% YoY, and we have launched industry-leading products, including Transcript Genius. With his extensive operations experience across a range of technology sectors, Prabhdeep is ideally suited to lead Steno’s next evolution of delivering excellent experiences to our clients through innovative technology and white-glove service, and we are thrilled to welcome him to the Steno leadership team.”

Singh’s appointment reflects Steno’s commitment to building a world-class leadership team with diverse backgrounds who can continue to drive over 100% YoY growth. With Singh’s operations expertise on board, Steno is well-positioned to capitalize on the massive opportunity to improve the delivery of legal support services through a focus on purpose-built technology, a concierge approach to service, and industry-changing payment options.

“I’m thrilled to join Steno at this pivotal moment of rapid growth,” Singh stated. “The company’s groundbreaking technology is revolutionizing the way litigators handle and analyze crucial information. With my experience, I’m confident in my ability to contribute to Steno’s expansion.”

“Greg’s leadership and the team’s unwavering dedication to delivering top-tier solutions to the legal services market drew me to Steno. The strategic approach Steno’s leadership has taken to leverage the company’s exceptional product-market fit, exemplified by the launch of Transcript Genius, Steno Connect, and DelayPay, is both audacious and inspiring. These innovative solutions address longstanding pains for litigators, demonstrating Steno’s commitment to excellence in legal technology and litigation support services.”

Singh is a seasoned technology executive with a proven track record of leading operational excellence in high-growth environments. He has held leadership positions at various technology companies, including Clover, WeWork, and Uber. He most recently served as Operating Partner at Armory Square Ventures, where he was a board member, portfolio advisor, and member of its investment committee. His prior roles also include serving as Global Head of Marketplace at WeWork, Head of Enterprise at Uber Eats, and Chief Growth Officer at Clover Health.

Singh’s appointment rounds out Steno’s executive team, which includes Greg Hong (Co-Founder and CEO), Dylan Ruga (Co-Founder, President, and CLO), Dan Anderson (Co-Founder, CTO, and CISO), and Carly Savar (General Counsel). Hong, Ruga, and Anderson co-founded Steno in 2018 with a mission to revolutionize the legal support service industry by reimagining the traditional court reporting agency model.