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 ...

Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Igor Suka/ Getty Images Research the client's ...