TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

In simplest terms, onboarding is the focused and intentional integration of a client into your practice. Digging deeper, onboarding communicates the norms a client can expect when dealing with your ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...