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. The ...

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 to ...

LegalRev partners with HubSpot to provide U.S. law firms with full visibility into client acquisition funnels. This enables high-value client targeting, automated intake, precise campaign tracking, ...

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 ...

Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...