Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

Not eligible for CLE credit. Not eligible for CLE credit. The pressures on law firms checks continue to intensify: matters move faster, client expectations are rising, and firms face heightened ...

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 ...

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 ...

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

LexisNexis Agreements with Bellefield Systems and Frayman Group Expand Capabilities of Juris Billing, Accounting and Financial Management Software "Virtually every attorney has a smart phone, tablet ...

In 18 years, the team at my agency has helped about 1,100 clients develop their marketing plans. These companies range in size and industry; however, until recently, our client intake process varied ...

On the Ask Us Anything podcast, editor in chief Kaitlin Petersen taps former Trade Tales guests to answer real, confidential designer questions, offering a safe space to discuss business frustrations, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...