What You’ll Learn & Get

1.) A review of how to optimize your firm's intake process

2.) A look at where AI can save time, close gaps, and create better client experiences

3.) Examples of how firms are using tools like:

- AI chatbots for intake + appointment setting

- Data scraping to pull fresh leads from county websites and public records

- Private, secure AI trained on your firm’s processes

4.) A personalized plan you can act on — with or without us