Operations Working Group: Using an AI Agent to Optimize Intake

Managing intake is one of the most challenging aspects of running a personal injury firm — especially when it comes to handling high call volume and inefficient workflows.

In this session, Matt McCarren of Bey & Associates will share how his firm partnered with a legal tech startup to reimagine the intake process using artificial intelligence. From analyzing call data to streamlining high-volume calls and eliminating costly answering services, Matt will walk attendees through the tools and tactics that helped his team create an efficient, scalable, and cost-effective intake system.

What You’ll Learn:
– How to leverage AI to streamline call handling and intake workflows.
– Strategies to reduce reliance on answering services and lower operational costs.
– Practical insights on using data to improve efficiency and scalability.

Expect a hands-on discussion designed to spark ideas and help firms rethink how technology can drive operational excellence.

Presenter:
– Matt McCarren, Bey & Associates

Sign Up:
– Check your email to RSVP!
– Not in the Operations Working Group yet? Request to join here.