In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

The workflow and automation software from iBusiness will help Benetrends streamline early-stage processing, improve application quality, and better position entrepreneurs for successful lender review.

Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform.

Mass tort law firms depend on lead generation to fuel growth and secure new cases. But turning advertising dollars into qualified clients isn’t easy. Between strict compliance rules, operational ...

CANBY, Ore., Feb. 5, 2026 /PRNewswire/ -- HawkSoft, a leading agency management system for independent insurance agencies, today announced a new partnership with RiskAdvisor, a client intake and risk ...