LegalRev partners with HubSpot to provide U.S. law firms with full visibility into client acquisition funnels. This enables ...

Lawyers should be mindful to keep their advertisements in compliance with the rules and not just compliant with the latest trends.

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. Lexicata ...

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 ...

Select the appropriate link under Intake Forms below to submit intake paperwork online. Paperwork should be completed by the individual seeking counseling; parents/guardians should complete forms for ...

“When there’s risk of ambiguity, the system escalates to a human team member,” he said. “The result is a unified, ...