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 ...

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 ...

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.

As firms seek to improve client experience and streamline internal operations, many are forced to cobble together multiple apps and processes for document collection, data entry, task management, and ...

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 ...

As an agency owner, one of my most significant challenges has been onboarding clients who are a great culture fit for my business. I’ve gone through so much trial ...

Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...