Webinar | From Intake to Resolution

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Brian Panish | Partner, Panish Shea Ravipudi LLP

From Intake to Resolution: Mastering the Case Lifecycle with AI Product Webinar | HubSpot Video

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Download the Presentation: From Intake to Resolution

During this webinar, attorney Joe Stephens will show you exactly how top paralegals handle every case phase-from first client contact to final resolution-while using AI tools to work faster, smarter and with zero mistakes.

What you'll discover:

• Understanding Every Case Phase - Learn the key phases every case goes through and the vital paralegal tasks at each stage that can make or break a case.
• AI Tools for Your Daily Work - Discover practical AI tools and methods that can speed up research, document review, deadline tracking and client communication throughout the case.
• Managing Multiple Cases - Learn tested systems for juggling multiple cases at once while keeping quality high and meeting deadlines, boosted by smart automation tools.
• Becoming an Essential Team Player - Master the skill of knowing what attorneys need before they ask and position yourself as an essential team member who helps win cases.

Every case follows a similar path, but knowing how to handle each phase smoothly (and where AI can boost your productivity) is what sets outstanding paralegals apart from the rest. Whether you're working on personal injury cases, business disputes or family law matters, this session will give you practical strategies you can use right away to transform how you manage cases from beginning to end.

Meet Your Host

**** Joe Stephens, Consulting Attorney at Steno is the architect of one of Texas's largest rural public defender offices, where he mastered the art of managing complex cases across twelve counties with limited resources. His diverse professional experience ranges from direct client representation to working three legislative sessions under two different Committee Chairmen in the Texas Legislature. A graduate of the University of Texas School of Law, Joe combines his passion for legal technology with practical experience to help teams work more efficiently, now teaching the next generation of legal professionals at Texas Tech University School of Law.