Cain Law says a dedicated intake team and client-first practices lifted signed cases about 25% without new ad spend, as ...

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. The ...

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 ...

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 ...