PRNewswire/ -- iBusiness is proud to announce its partnership with Benetrends Financial, a leader in franchise and small business financing advisory services to implement LenderAI as the company's ...
Iron Noodle announces the expansion of its AI Concierge model, standardizing lead response, intake progression, and ...
The Lawmatics–Filevine partnership eliminates the need for repetitive manual data transfers and creates more dependable hand-offs throughout the client lifecycle. Law firms increasingly rely on ...
TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...
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 ...
Client Revenue Flow announced an automated patient booking system for multi-location dental practices. The system addresses ...
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 ...
As firms seek to improve client experience and streamline internal operations, many are forced to cobble together multiple apps and processes for document collection, data entry, task management, and ...
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.
New collaboration helps agencies reduce duplicate data entry and streamline personal lines workflows CANBY, Ore., Feb. 5, 2026 /PRNewswire/ -- HawkSoft, a leading agency management system for ...