EverConvert has expanded its focus on specialized legal intake services, aiming to streamline how law firms manage incoming leads and turn them into clients. With various services tailored ...

An intake form is presented that simultaneously creates a contact and matter. Enter contact information, which includes name, email, status (lead) and source (how client came to the user).

They might keep data collected from clients in an Excel spreadsheet, keep PDF copies of completed client intake forms, or use other data collection solutions, like Google Forms. But therein lies ...

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 ...

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, and efficiently qualifying ...

Dublin, Ireland, July 07, 2021 (GLOBE NEWSWIRE) -- Clio, the world’s leading provider of cloud-based legal technology, announces the UK and Irish release of Clio Grow, the legal client intake ...

The advanced voice AI solution is uniquely designed to tackle some of the legal industry's most persistent challenges: managing client communications and client intake without dropping ... struggle to ...

LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP's legal practice management solution. The collaboration introduces a more ...