Leveraging Technology to Optimize Client Intake

Leveraging Technology to Optimize Client Intake

Release Date: 05/14/2025
Recording Available 7-14 Days After Event Date
Format Length CLE Eligible
Video Roundtable 60 min. No

In an increasingly digital world, law firms must adapt their intake and consultation processes to meet client expectations while improving efficiency. This roundtable will explore how technology—such as AI-driven chatbots, automated scheduling, CRM systems, and document automation—can streamline client intake, reduce administrative burdens, and enhance the overall client experience. Join us as we discuss best practices, emerging tools, and real-world strategies for leveraging technology to create a seamless and scalable intake process.

This roundtable is presented by AILA's Innovation and Technology Committee.


AILA Video Roundtables are free interactive learning opportunities hosted by faculty selected for their expertise, with an emphasis on discussion and Q&A. This roundtable is available only to AILA members and is not CLE eligible. The free recording will be available 7-10 business days following the live event.

Guillermo Moreno Hernandez III, San Antonio, TX

Pablo S Hurtado, Fort Meyers, FL

Tahreem Kalam, Chicago, IL

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.