Therapists need to figure out whether AI has done a number on the mind of their newly added clients. I provide insights on ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

DALLAS, TX, UNITED STATES, January 9, 2026 /EINPresswire.com/ -- MarketCrest, a leading growth agency for family and ...

A fully managed AI Agents Business Portal centralizes lead capture, unified inbox, CRM, automation, and reporting, so ...

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 ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting ...

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...

This could be controversial, but firms who require a CIA-level dossier on the client’s project and/or budget before they even are allowed to speak to someone on the phone seems backward to me. I ...

OLEAN — The Olean Meditation Center will open its Fall Seminar Series on Sept. 29 with Validating End-of-Life Dreams and Visions, a presentation by Dr ...

The 2024 Clio Legal Trends Report highlights a critical issue: only 40 percent of law firms answer phone inquiries, underscoring the need for improved responsiveness. As client expectations rise, law ...