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. The ...

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.

New Client Instructions & Forms . Select the appropriate link below to submit intake paperwork online. Paperwork should be completed by the individual seeking counseling; parents/guardians should ...

“Sage’s client intake form provides a rare peek behind the curtain into the concerning ways unregulated pregnancy clinics question clients and should be a major red flag for anyone considering ...

Clio Grow will enable law firms in the UK and Ireland to deliver a more efficient and client-centred experience by automating the client intake processDublin, Ireland, July 07, 2021 (GLOBE ...