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 ...

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 ...

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 ...

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 ...

Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

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 ...