Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

Tax Network USA verifies transcripts and finances upfront to prevent IRS errors, delays, or rejections before any strategy is proposed. The intake process includes three core phases: IRS transcript ...

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 ...