The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

Business owners who invest heavily in marketing and advertising are obsessed with ROI, and rightfully so. If your marketing agency isn’t as diligent in reporting campaign results as you are in ...

This could be controversial, but firms who require a CIA-level dossier on the client’s project and/or budget before they even are allowed to speak to someone on the phone seems backward to me. I ...

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 ...

Nonlawyers—including paralegals and legal assistants and others—provide important support to law practices. In today's fast-paced legal world, nonlawyers have a role in supporting the efficient ...

Imagine this scenario. Your procurement team starts Monday morning with 47 unread emails, a dozen Slack messages about urgent purchases, and three sticky notes from Friday's hallway conversations.

Under the current Title IX regulatory framework, a Title IX Coordinator must initiate an investigation once a complainant files a formal complaint. 1 The Title IX regulations also require the Title IX ...

The time from when a person files an inquiry with the U.S. Equal Employment Opportunity Commission to when EEOC officials interview the person about alleged incidents — the “intake process” — varies ...

Patient intake, and the associated manual tasks that come upfront before a medical visit, represents a key component of a health system's operational efficiency and clinical quality. As a result, some ...

UCLA could make this process easier by ensuring students can complete their intake as efficiently and quickly as possible. Because it’s time for them to start considering and treating students’ mental ...

University Communications and Marketing provides marketing and communications services to the university community. If you are seeking our support, please review our project intake process below and ...