Canopy announced AI-powered upgrades to its Smart Intake solution. Specifically, the company announced AI-generated client ...

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

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 ...

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

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 ...

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 ...

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 ...

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of Smart Intake, the only AI-powered client intake system ...

Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.