In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

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 ...

FRANKLIN, Wis.--(BUSINESS WIRE)--PatientTrak, a leading patient engagement software provider, today announced the addition of electronic intake forms to its technology suite. PatientTrak Digital ...

I’m all in on data as a valuable asset to an organization. It enables employees to perform analyses that drive data-informed decision-making. However, collecting meaningful data must be a priority to ...

Custom dental new patient forms make a real difference. Forms shaped around a specific practice's actual workflow cut out the ...

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 ...

Imagine this scenario. Your procurement team starts Monday morning with 47 unread emails, a dozen Slack messages about urgent purchases, and three sticky notes from Friday's hallway conversations.

Intake management is the process by which procurement teams receive, triage, and manage internal purchase requests from employees and business units. Think of it as the formal request portal or front ...

The Data Use Agreement/Material Transfer Agreement (DUA/MTA) Unit is working to update intake forms and streamline the request process. The DUA/MTA Unit is taking over the processing of DUAs and MTAs, ...