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 ...

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 ...

It's been said that new client intake can be the most deficient aspect of law firm client development. Yet, an effective process for handling new business opportunities is rarely, if ever, taught to ...

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 ...

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 ...

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 ...

I’m all in on data as a valuable asset to an organization. It enables employees to perform analyses that drive data-informed decision-making. However, collecting meaningful data must be a priority to ...

Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.