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 ...

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 ...

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 ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

How long does it take your firm to onboard a new client and get started on the work they actually hired you to do? For most firms, the answer is: too ...

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 ...

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 ...

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

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 ...