Today, legal firm client intake has become highly challenging because of increased competition. Additionally, client expectations are growing. Multiple law firms struggle to manage delayed responses, ...

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

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We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Firm Pioneers 24/7 Client Intake and Streamlined Property Search for St. Croix Market CHRISTIANSTED, ST. CROIX, VIRGIN ...

Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, ...