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 ...
Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...
Create a custom request list in seconds with information already in Canopy Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced the next major ...
Brex reports that effective intake management is vital for procurement teams to enhance efficiency, compliance, and visibility while reducing rogue spending.
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