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A clientintake staff member can create a new board for each potential client. It is shared across an entire team Evernote is used by a number of attorneys, particularly for capturing information for legal research, productivity tasks and even case management. This is achieved through the development of boards or lists.
ClientIntake Software: Solutions to simplify client onboarding, communication, and client relationship management. And this market influence reaches beyond attorneys and law firms. Legal Billing Software: Tools for time tracking, invoice generation, trust accounting, and getting paid faster.
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