This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Standardized homelessness intake forms are intended to make ...

FRANKLIN, Wis.--(BUSINESS WIRE)--PatientTrak, a leading patient engagement software provider, today announced the addition of electronic intake forms to its technology suite. PatientTrak Digital ...

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 ...

I’m all in on data as a valuable asset to an organization. It enables employees to perform analyses that drive data-informed decision-making. However, collecting meaningful data must be a priority to ...

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 ...

Brokerages that are still using traditional PDF intake forms are exposing their clients to undue cyber risk, one brokerage leader tells YBCcon last week in Toronto. But generative AI platforms exist ...