It's been said that new client intake can be the most deficient aspect of law firm client development. Yet, an effective process for handling new business opportunities is rarely, if ever, taught to ...
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 ...
LEHI, Utah, March 19, 2025 (GLOBE NEWSWIRE) -- Hona, the leading innovator in client engagement software for law firms, today announced the launch of Hona’s Voice AI. The advanced voice AI solution is ...
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 ...
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