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

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 ...

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.