Intake is the safest place to start automating, and the fastest place to reclaim hours. This course walks you through building automated intake and conflict checking that never touches generative AI, so you get the win without the exposure.
Who it is for: firm operators and administrators, solo and small-firm attorneys.
What you will do: map your current intake flow, build the Track A version with forms, routing, and data capture, run conflict checks as rule-based logic instead of AI judgment, and learn where intake tempts you into Track B so you can hold the line.
You leave with: your own Intake Workflow Map plus a Track A Build Checklist.
Runtime: about one hour, self-paced, six lessons and a final quiz.
Course Content
Lesson 1: Why Intake Is the Safest Place to Start
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Lesson 2: Mapping the Current Intake Flow
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Lesson 3: The Track A Build: Forms, Routing, Data Capture
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Lesson 4: Conflict Checks as Rule-Based Logic, Not AI Judgment
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Lesson 5: Where Intake Tempts You Into Track B, and How to Hold the Line
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