Brokerages that are still using traditional PDF intake forms are exposing their clients to undue cyber risk, one brokerage ...

Client intake software isn't an instant cure to all inefficiency and client challenges. But that misconception, as well as some time-consuming implementations, hinder wider adoption of the technology.

It's been said that new client intake can be the most deficient aspect of law firm client development. Yet, an effective process for handling new business opportunities is rarely, if ever, taught ...