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