Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

There can be risks for attorneys if they delegate too much to nonlawyers or if they fail to take reasonable steps to ensure that the nonlawyers' conduct complies with the ethical rules.

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 ...

Every law firm should be ready to streamline client intake from start to finish so it can attract more clients and provide personalized service to retain them. Therefore, automating your legal firm ...

Given how routinely lawyers perform client intake, the dearth of products that exist to help with it is surprising. That changed earlier this year when, within a few months, three products debuted for ...

LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP's legal practice management solution. The collaboration introduces a more ...

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 ...

If your law firm is not using client intake calls as a source of data to generate marketing insights, you are missing out on one of the best ways to collect the information you and your marketing team ...