Therapists need to figure out whether AI has done a number on the mind of their newly added clients. I provide insights on ...
A fully managed AI Agents Business Portal centralizes lead capture, unified inbox, CRM, automation, and reporting, so ...
CANBY, Ore., Dec. 4, 2025 /PRNewswire/ -- Today, HawkSoft and SALT are announcing a new integration that helps independent insurance agencies improve the accuracy and efficiency of their data intake.
Look up the program you want to pursue at http://www.purdueglobal.edu Click on Intake Form Download a copy of the form, if you do not download the form some of the ...
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Daily Order Activity Spans Multiple Sectors Including Construction, Banking, Healthcare, and Logistics This surge follows a series of strong sales months as RAD continues to accelerate deployment of ...
Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...
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Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...
The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting apps with access to sensitive data.” — ...
Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...
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 ...