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 ...

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 ...

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 ...

There can be risks for attorneys if they delegate too much to nonlawyers or if they fail to take reasonable steps to ensure that the nonlawyers' conduct complies with the ethical rules.

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