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 ...

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 ...

Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...

AUSTIN, Texas--(BUSINESS WIRE)--MyCase, a leading law practice management software designed for the modern law firm, has announced its latest release of dynamic forms with conditional logic for lead ...

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 ...

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

Originally published in the Connecticut Law Tribune - June 11, 2012. It is a commonplace that these are difficult times for lawyers. In such times, lawyers and law firms, of every size, are ...

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 ...