Does automated intake give you agita? If it does, you’re not alone.
Many lawyers fret that automated technology related to intake and CRM systems comes at the expense of the human touch.
AI Is Reshaping Legal Practice—But Tools Aren’t The Real Differentiator.
Explore the mindset, cultural shifts, and training strategies that define the AI‑savvy lawyer, revealing why human judgment, standardized competence, and integrated learning—not technology alone—will shape the future of the profession.
In this episode of “Adventures in Legal Tech,” host Jared Correia speaks with Vanessa Reynolds, the lead paralegal at the Law Offices of Giselle M. Rodriguez, to help you make sense of it all.
Here, she discusses all things intake for law firms.
From Outreach to Intake
How should your automated outreach begin? When should a human step in? What should your intake forms look like? Here, Vanessa provides an overview.
AI Built for Litigation. Verified by Design.
Grounded in authoritative content and verified at every step, Protégé is the only legal AI tool that delivers work you can trust—without exception.
Getting Started
As the saying goes, you can’t manage what you can’t measure. Here, Vanessa shares some insights.
Hear the Full Conversation
Curious to learn more? Check out this episode below.