Nonlawyers—including paralegals and legal assistants and others—provide important support to law practices. In today's fast-paced legal world, nonlawyers have a role in supporting the efficient ...

JERSEY CITY, NJ, Oct. 23, 2024 (GLOBE NEWSWIRE) -- LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP’s legal practice ...

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 ...

This could be controversial, but firms who require a CIA-level dossier on the client’s project and/or budget before they even are allowed to speak to someone on the phone seems backward to me. I ...

In 18 years, the team at my agency has helped about 1,100 clients develop their marketing plans. These companies range in size and industry; however, until recently, our client intake process varied ...

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...

Using a well-designed “welcome” binder in your client intake process can pay dividends throughout the relationship, says Duncan MacPherson, co-founder and co-CEO of Pareto Systems Inc. in Kelowna, B.C ...

The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting apps with access to sensitive data.” — ...