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 ...

The intake process is your first opportunity to protect time, resources, and professional integrity. If the intake process is not done properly, it can lead to mismatched expectations, unpaid invoices ...

If your load intake process looks like scribbled notes, missed emails, and “I’ll remember it later” — you’ve already lost. Not to the load board, not to rates — but to disorganization. And ...

The offender case management process begins at an offender’s sentencing, and continues throughout their time spent in an institution and the community. The process involves the Parole Officer and ...

Building strong relationships with clients is paramount for lawyers. Implementing effective strategies ensures a streamlined experience for clients, staff efficiency, organized information management, ...

The past year’s economic volatility forced business leaders to shift strategies and reduce spending while simultaneously seeking new paths to profitability. In particular, according to a Gartner ...

Patient intake and insurance verification is a routine part of the HME business, so why do some companies perform poorly in this area? Many HMEs fail to collect valuable information during the ...