Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

The past year’s economic volatility forced business leaders to shift strategies and reduce spending while simultaneously seeking new paths to profitability. In particular, according to a Gartner ...

In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else ...

Tax Network USA verifies transcripts and finances upfront to prevent IRS errors, delays, or rejections before any strategy is proposed. The intake process includes three core phases: IRS transcript ...

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 ...

Improving the patient experience is one of the top concerns for healthcare leaders, and technology investments are often made with the patient in mind. The COVID-19 pandemic has highlighted several ...

If your load intake process looks like scribbled notes, missed emails, and “I’ll remember it later” — you’ve already lost. Not to the load board, not to rates — but to disorganization. And ...

The time from when a person files an inquiry with the U.S. Equal Employment Opportunity Commission to when EEOC officials interview the person about alleged incidents — the “intake process” — varies ...