The initial stage of any legal process often starts with the intake of information about the issue and the client. For the in-house legal department, an efficient and accurate intake process sets the ...

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 ...

In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else ...

The 2024 Clio Legal Trends Report highlights a critical issue: only 40 percent of law firms answer phone inquiries, underscoring the need for improved responsiveness. As client expectations rise, law ...

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 ...

The past year’s economic volatility forced business leaders to shift strategies and reduce spending while simultaneously seeking new paths to profitability. In particular, according to a Gartner ...

If your load intake process looks like scribbled notes, missed emails, and “I’ll remember it later” — you’ve already lost. Not to the load board, not to rates — but to disorganization. And ...