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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

JERSEY CITY, NJ, Oct. 23, 2024 (GLOBE NEWSWIRE) -- LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP’s legal practice ...

The Duty To Supervise Non-Lawyers During the Client Intake Process, and Lawyers' Office Sharing Arrangements Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion ...

While AI adoption continues to rise, lawyers are equally focused on improving client experience, streamlining workflows, and ...

There can be risks for attorneys if they delegate too much to nonlawyers or if they fail to take reasonable steps to ensure that the nonlawyers' conduct complies with the ethical rules.

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

SmartRequestAI uses proprietary AI to cut 60-90 minutes off tax prep: automating client document collection and ensuring client data is complete and accurate. (LSE:(LON:GETB)) The power of AI to ...