Nonlawyers—including paralegals and legal assistants and others—provide important support to law practices. In today's fast-paced legal world, nonlawyers have a role in supporting the efficient ...
New collaboration helps agencies reduce duplicate data entry and streamline personal lines workflows CANBY, Ore., Feb. 5, 2026 /PRNewswire/ -- HawkSoft, a leading agency management system for ...
JERSEY CITY, NJ, Oct. 23, 2024 (GLOBE NEWSWIRE) -- LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP’s legal practice ...
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 ...
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 ...
Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...
The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting apps with access to sensitive data.” — ...
In 18 years, the team at my agency has helped about 1,100 clients develop their marketing plans. These companies range in size and industry; however, until recently, our client intake process varied ...
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 ...
SmartRequestAI uses proprietary AI to cut 60-90 minutes off tax prep: automating client document collection and ensuring client data is complete and accurate. (LSE:(LON:GETB)) The power of AI to ...