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 ...

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 ...

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 ...

This article explores a subject that is only tangentially related to the Rules of Professional Conduct (unless a conflict of interest is involved), but which is central and critical to lawyers' and ...

Missing a client call can mean missing a case. Potential clients often contact multiple firms and hire the first one that responds with confidence and speed. But attorneys are in court, in meetings, ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP's legal practice management solution. The collaboration introduces a more ...