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 ...

Integration eliminates manual data transfer between platforms, streamlining workflows from new lead to active case Lawmatics announces integration with SmartAdvocate to connect lead intake and case ...

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 ...

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 ...

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 ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

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 ...

Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, ...