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 ...
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 ...
FRANKLIN, Wis.--(BUSINESS WIRE)--PatientTrak, a leading patient engagement software provider, today announced the addition of electronic intake forms to its technology suite. PatientTrak Digital ...
The Data Use Agreement/Material Transfer Agreement (DUA/MTA) Unit is working to update intake forms and streamline the request process. The DUA/MTA Unit is taking over the processing of DUAs and MTAs, ...
Brokerages that are still using traditional PDF intake forms are exposing their clients to undue cyber risk, one brokerage leader tells YBCcon last week in Toronto. But generative AI platforms exist ...
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