When a prospective client reaches out, they're already deciding. And 74% hire the first firm to respond, often within minutes.

The firms that win aren't just faster. They make the next step easier with AI. This guide breaks down how AI-powered intake helps firms respond faster, reduce manual follow-up, and create a smoother path from first contact to signed client without extra work for your team.

What you'll learn:

• Where manual intake creates delays, drop-off, and missed opportunities

• How AI captures leads, triggers follow-up, and keeps intake moving

• What a sample AI workflow looks like, from first inquiry to signed client

• How firms run every stage of intake from one platform to improve the client experience

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