Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced the launch of Intake Forms — branded, AI-built forms for collecting client and prospect ...

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 ...

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

Slant, providers of a CRM platform for financial advisors, today launched Intake Forms, a set of branded, artificial intelligence-built forms for collecting client and prospect information. Rather ...

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 ...

InsurGrid, an AI-powered policy data collection and verification platform for property and casualty insurance agencies, today launched a connected intake-to-ACORD workflow for commercial lines. It ...