{"id":127230,"date":"2025-07-18T14:02:01","date_gmt":"2025-07-18T22:02:01","guid":{"rendered":"https:\/\/xira.com\/p\/2025\/07\/18\/adventures-in-legal-tech-getting-organized-on-intake\/"},"modified":"2025-07-18T14:02:01","modified_gmt":"2025-07-18T22:02:01","slug":"adventures-in-legal-tech-getting-organized-on-intake","status":"publish","type":"post","link":"https:\/\/xira.com\/p\/2025\/07\/18\/adventures-in-legal-tech-getting-organized-on-intake\/","title":{"rendered":"\u2018Adventures In Legal Tech\u2019: Getting Organized On Intake"},"content":{"rendered":"<figure class=\"wp-block-image alignright size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/03\/adventuresinlegaltech-1024x576.jpg?resize=1024%2C576&#038;ssl=1\" alt=\"\" class=\"wp-image-1153519\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p>Many firms lack a formal client intake system, and many make matters worse by trying to manage intake with spreadsheets, emails, and notepads.<\/p>\n<p>In this episode of \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Wendy Wylde of Matter Flow Advisors, who shares how she helps firms get these systems up and running. <\/p>\n<p><strong>The First Steps<\/strong><\/p>\n<p>How do you start to implement automation in a firm? Here\u2019s how Wendy gets started. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Automating Intake<\/strong><\/p>\n<p>Client intake particularly lends itself to automation. Here, Wendy shares some basics. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Enter AI<\/strong><\/p>\n<p>If your firm is effectively tracking metrics, artificial intelligence can provide important insights. Here\u2019s a look at the tech\u2019s expanding role. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Hear the Full Conversation<\/strong><\/p>\n<p>Curious to learn more? Check out this episode below.<\/p>\n<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2025\/07\/adventures-in-legal-tech-getting-organized-on-intake\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2018Adventures In Legal Tech\u2019: Getting Organized On Intake<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n<figure class=\"wp-block-image alignright size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/03\/adventuresinlegaltech-1024x576.jpg?resize=1024%2C576&#038;ssl=1\" alt=\"\" class=\"wp-image-1153519\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p>Many firms lack a formal client intake system, and many make matters worse by trying to manage intake with spreadsheets, emails, and notepads.<\/p>\n<p>In this episode of \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Wendy Wylde of Matter Flow Advisors, who shares how she helps firms get these systems up and running. <\/p>\n<p><strong>The First Steps<\/strong><\/p>\n<p>How do you start to implement automation in a firm? Here\u2019s how Wendy gets started. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Automating Intake<\/strong><\/p>\n<p>Client intake particularly lends itself to automation. Here, Wendy shares some basics. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Enter AI<\/strong><\/p>\n<p>If your firm is effectively tracking metrics, artificial intelligence can provide important insights. Here\u2019s a look at the tech\u2019s expanding role. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Hear the Full Conversation<\/strong><\/p>\n<p>Curious to learn more? Check out this episode below.<\/p>\n<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2025\/07\/adventures-in-legal-tech-getting-organized-on-intake\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2018Adventures In Legal Tech\u2019: Getting Organized On Intake<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Wendy Wylde of Matter Flow Advisors, who shares how she helps firms get these systems up and running. The [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":127179,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-127230","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-above_the_law"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/xira.com\/p\/wp-content\/uploads\/2025\/07\/adventuresinlegaltech-1024x576-93pP04.jpeg?fit=1024%2C576&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/127230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/comments?post=127230"}],"version-history":[{"count":0,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/127230\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media\/127179"}],"wp:attachment":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media?parent=127230"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/categories?post=127230"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/tags?post=127230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}