Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

Here are some tactics that work well for us: Send a brief video tutorial (with the tax organizer) before tax season. Use ...

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 ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...

Around Town is a formatted feature on bostonmagazine.com that let’s readers know about your event or happening and why they should attend. Do not write in first person (do not use personal pronouns ...