The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

FRANKLIN, Wis.--(BUSINESS WIRE)--PatientTrak, a leading patient engagement software provider, today announced the addition of electronic intake forms to its technology suite. PatientTrak Digital ...

As part of ongoing transformation efforts, the Internal Revenue Service announced the successful expansion of digital scanning. In a major step in the new Digital Intake scanning initiative, the IRS ...

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 ...

Imagine this scenario. Your procurement team starts Monday morning with 47 unread emails, a dozen Slack messages about urgent purchases, and three sticky notes from Friday's hallway conversations.