In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else ...
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Data-driven decisions start with effective intake forms
I’m all in on data as a valuable asset to an organization. It enables employees to perform analyses that drive data-informed ...
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 ...
The Data Use Agreement/Material Transfer Agreement (DUA/MTA) Unit is working to update intake forms and streamline the request process. The DUA/MTA Unit is taking over the processing of DUAs and MTAs, ...
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