Not eligible for CLE credit. Not eligible for CLE credit. The pressures on law firms checks continue to intensify: matters move faster, client expectations are rising, and firms face heightened ...

Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

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 ...

This could be controversial, but firms who require a CIA-level dossier on the client’s project and/or budget before they even are allowed to speak to someone on the phone seems backward to me. I ...

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 ...

Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

LexisNexis Agreements with Bellefield Systems and Frayman Group Expand Capabilities of Juris Billing, Accounting and Financial Management Software "Virtually every attorney has a smart phone, tablet ...

While AI adoption continues to rise, lawyers are equally focused on improving client experience, streamlining workflows, and ...

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 ...