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 ...

Time & Billing in Lawmatics is here! Lawmatics Unveils New Time and Billing Features to Streamline Payment Processing, Improve Cash Flow, and Enhance the Attorney-Client Relationship SAN DIEGO, Calif.

This week, we asked six designers how they designed that important initial survey.

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

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 ...

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 ...

There can be risks for attorneys if they delegate too much to nonlawyers or if they fail to take reasonable steps to ensure that the nonlawyers' conduct complies with the ethical rules.

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By ...

Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform.