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 ...

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 ...

Beginning December, 2024, The Office of Sponsored Programs will be implementing a Subawards Intake Form for all subaward agreement requests. This form will assist in lowering administrative workload ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By ...

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 ...

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 ...

The Data Use Agreement/Material Transfer Agreement (DUA/MTA) Unit is working to update intake forms and streamline the request process. The DUA/MTA Unit is taking over the processing of DUAs and MTAs, ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Standardized homelessness intake forms are intended to make ...