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.

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. The ...