Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service.

SALT LAKE CITY, July 22, 2025--Canopy, the leading practice management platform for accounting firms, releases Smart Intake, a native solution for client intake and tax workflow.

Date Recorded: Thursday, October 25, 2018 Sponsored by: It's been said that new client intake can be the most deficient aspect of law firm client development.

Hona Introduces AI-Powered Voice Assistant to Juggle Incoming Calls and Client Intake for Law Firms Provided by GlobeNewswire Mar 19, 2025 12:01pm ...