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.
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The First Steps
How do you start to implement automation in a firm? Here’s how Wendy gets started.
Automating Intake
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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.