Legal Intake & Claims Insights

Expert articles on client intake, insurance claims, and legal technology. Published twice weekly.

Client Intake June 9, 2026 · 5 min

Dog Bite Injury Intake: Unique Considerations and Requirements

Design intake workflows for dog bite cases that address the specific evidence and liability questions these claims require.

Client Intake June 5, 2026 · 5 min

Automated Follow-Up Sequences for Personal Injury Leads

Convert more PI leads into signed clients with strategic automated follow-up emails and texts.

Client Intake June 2, 2026 · 5 min

Streamlining Medical Records Collection During PI Intake

Reduce delays in personal injury cases by collecting medical authorizations and records requests at intake.

Client Intake May 29, 2026 · 6 min

How to Qualify Personal Injury Leads During Intake

Score and prioritize personal injury leads to focus your firm's resources on the highest-value cases.

Client Intake May 26, 2026 · 5 min

Slip and Fall Intake Procedures: Preserving Evidence Early

Learn how to design intake workflows for premises liability cases that protect evidence and strengthen claims.

Client Intake May 22, 2026 · 6 min

Designing the Perfect Auto Accident Intake Form

Capture every detail that matters for motor vehicle accident cases with a purpose-built digital intake form.

Client Intake May 19, 2026 · 6 min

Personal Injury Client Intake: Essential Questions to Ask

Capture the right information from day one with this guide to personal injury intake best practices.

Public Adjusting May 15, 2026 · 6 min

Essential Digital Tools Every Public Adjuster Needs in 2026

The top software and technology tools that modern public adjusting firms use to manage claims efficiently.

Public Adjusting May 12, 2026 · 5 min

Understanding Public Adjuster Fee Structures and Contracts

Know what to expect when hiring a public adjuster, from fee percentages to contract terms and cancellation policies.

Public Adjusting May 8, 2026 · 6 min

Catastrophe Response Planning for Public Adjusting Firms

Prepare your public adjusting firm to respond quickly and effectively when natural disasters strike.

Public Adjusting May 5, 2026 · 5 min

Public Adjuster vs. Insurance Company Adjuster: Key Differences

Understand who works for whom in the insurance claims process and how different adjusters serve different interests.

Public Adjusting May 1, 2026 · 6 min

Marketing Strategies for Public Adjusting Firms

Grow your public adjusting practice with targeted marketing strategies that generate qualified leads.

Public Adjusting April 28, 2026 · 7 min

How Public Adjusters Use Xactimate to Maximize Claim Values

Master Xactimate estimation to build detailed, defensible damage estimates that insurance companies respect.

Public Adjusting April 24, 2026 · 7 min

Public Adjuster Licensing Requirements by State

Navigate the licensing requirements for public adjusters across all 50 states and prepare for your exam.

Public Adjusting April 21, 2026 · 7 min

Documentation Best Practices for Public Adjusters

Build stronger claims with systematic documentation practices that stand up to insurer scrutiny.

Public Adjusting April 17, 2026 · 6 min

Optimizing Client Intake Workflows for Public Adjusting Firms

Streamline your public adjusting intake process to onboard clients faster and start claims sooner.

Public Adjusting April 14, 2026 · 6 min

What Is a Public Adjuster and When Should You Hire One?

Learn how public adjusters advocate for policyholders and when hiring one makes financial sense.

Insurance Claims April 10, 2026 · 5 min

How to File Insurance Claims for Theft and Vandalism Damage

Protect your payout by following proper procedures when filing theft or vandalism claims on your homeowners policy.

Insurance Claims April 7, 2026 · 6 min

Sinkhole and Foundation Damage: Insurance Claim Strategies

Navigate the unique challenges of sinkhole and foundation damage claims, from investigation to settlement.

Insurance Claims April 3, 2026 · 6 min

Insurance Claim Timelines: How Long Should Your Claim Take?

Set realistic expectations for property damage claim timelines and learn what to do when your insurer delays.

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