In many publications devoted to the discussion of best practices to avoid professional malpractice claims, much attention has been (rightly) paid to attorney conduct during the representation—i.e., ...

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By ...

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 ...

This week, we asked six designers how they designed that important initial survey.

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

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 ...

Originally published in the Connecticut Law Tribune - June 11, 2012. It is a commonplace that these are difficult times for lawyers. In such times, lawyers and law firms, of every size, are ...

Today, legal firm client intake has become highly challenging because of increased competition. Additionally, client expectations are growing. Multiple law firms struggle to manage delayed responses, ...

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 ...