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 ...

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 ...

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 ...

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 ...

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 ...

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the onboarding process, resulting in a smooth, powerful experience.

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 ...

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 ...