Using a well-designed “welcome” binder in your client intake process can pay dividends throughout the relationship, says Duncan MacPherson, co-founder and co-CEO of Pareto Systems Inc. in Kelowna, B.C ...

Where a potential case is pending may also determine if you have the experience and resources to best serve a client. Firms often have departments (sometimes known as Business Intake) that assist ...

The client intake process is a critical juncture for plaintiff law firms, often presenting challenges such as managing off-hour inquiries, ensuring proper data capture, ...

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 NEWSWIRE) - ...

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 ...

ABA Model Rules 1.4, 1.5, 5.3, and 5.5, and their counterparts in the New York Rules of Professional Conduct, are all implicated when nonlawyers are asked to perform intake services.