Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.
Client questionnaires should be a part of the ordinary lawyer-client relationship. They are a useful way of obtaining client opinions of certain non-legal issues involving representation. Client ...
OLDWICK, N.J.--(BUSINESS WIRE)--A.M. Best has announced that the 2017 statement-year Supplemental Rating Questionnaire (SRQ) will be available for completion through the Client Rating Portal ...