The client intake form is the cornerstone of a successful client-professional relationship. It serves as the initial point of contact, gathering crucial information that allows professionals to ...

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 ...

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 ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake forms. Solicitors and barristers across England and Wales have embraced ...

The initial stage of any legal process often starts with the intake of information about the issue and the client. For the in-house legal department, an efficient and accurate intake process sets the ...

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 ...