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 ...

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 ...

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 ...

GReminders launches AI Forms, an AI tool that auto-extracts data from intake docs & meeting transcripts to update Redtail, Wealthbox & Salesforce CRM.

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 ...

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By standardizing intake-to-signature processes with structured, governed collaboration ...

InsurGrid, an AI-powered policy data collection and verification platform for property and casualty insurance agencies, today ...

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 ...

Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform.