The pressures on law firms checks continue to intensify: matters move faster, client expectations are rising, and firms face heightened regulatory and reputational risks.

This session examines how new technologies—including AI-driven automation, dynamic data mapping, and integrated intake systems—are transforming client intake from a reactive control into a proactive and insight-led process.

Experts will explore how firms are modernizing the future of client intake at scale, where human judgment governance guardrails that still remains essential, and how to introduce new technology in a high-stakes environment without compromising speed, accuracy, or defensibility..

Discussion topics include:

• How AI, structured data, and workflow automation are reshaping client intake in practice
• Where human oversight is critical—and how to embed it without slowing matters down
• Building a scalable, defensible, and future-proof client intake process