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Category:

Client Intake

This photo shows an email icon on a phone with 2 unread emails. This is to show that this article is about a comparison between Gatheroo and email as a method to collect information and documents from clients.

Security/ Client Intake

Why Email Is the Wrong Way to Collect Client Information and Documents

October 1, 2023 | Laetitia Boden

Email became the default way professional services businesses collect client information for one rea ...