An intake form is one of your first introductions to a client, so it’s important to ask the right questions. This week, we ...

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 ...

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 ...

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 ...

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 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 ...

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 ...

LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP's legal practice management solution. The collaboration introduces a more ...

You can’t turn on the television without watching one of those incessant personal injury lawyer ads promising no fees unless they successfully sue the pants off someone for you. As a result, clients ...

A strong intake and referral process can make or break home health success. From capturing accurate patient data to ensuring timely consent and coordination, every step impacts care quality, ...