Q. I want to build some surveys that I can use with my clients to collect feedback and get some metrics. What is a good way to collect responses? A. Surveys are great for collecting information from ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

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 ...

Select the appropriate link under Intake Forms below to submit intake paperwork online. Paperwork should be completed by the individual seeking counseling; parents/guardians should complete forms for ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...

Are your meetings about the person you’re with, or about the products in their portfolios? Increasingly, digital tools and pre-packaged investment portfolios can provide good returns. Clients come to ...