Many firms lack a formal client intake system, and many make matters worse by trying to manage intake with spreadsheets, emails, and notepads.
In this episode of “Adventures in Legal Tech,” host Jared Correia speaks with Wendy Wylde of Matter Flow Advisors, who shares how she helps firms get these systems up and running.
The Law Firm’s Guide To Trust Accounting And Three-Way Reconciliation
Proper trust accounting and three-way reconciliation are essential for protecting client funds and avoiding serious compliance risks. In this guide, we break down these critical processes and show how legal-specific software can help your firm stay accurate, efficient, and audit-ready.
The First Steps
How do you start to implement automation in a firm? Here’s how Wendy gets started.
Automating Intake
Reasoning, Tool Calling, And Agentic Systems In Legal LLMs
Domain-specific AI provides accuracy and reliable legal reasoning.
Client intake particularly lends itself to automation. Here, Wendy shares some basics.
Enter AI
If your firm is effectively tracking metrics, artificial intelligence can provide important insights. Here’s a look at the tech’s expanding role.
Hear the Full Conversation
Curious to learn more? Check out this episode below.