Streamlining Operations through AI, Automation & Integration (4/16/24)

Streamlining Operations through AI, Automation, & Integration Solutions

Law firms can become more efficient by maximizing technology using AI, automation, and integration solutions. In this seminar, you’ll learn why using AI and Automation are more advantageous to use in the long run than manual workarounds. By utilizing AI, automation, and integration solutions, your business can be more efficient, and you can increase your capacity to take on more clients/scale the business. Your clients will also have a better overall experience with a more streamlined process and faster turnaround times. Before instituting any changes though, it’s important to take a close look at your intake, onboarding, management, and offboarding processes. In this seminar, we will look at how to use AI and Automation to solve real-world problems that exist today within law firms, particularly focusing on CRM automation, file automation, contract automation and using AI Mtg notes.

Speaker: 
Daleele Alison is a technology professional, entrepreneur, and Microsoft Partner. As the CEO and co-founder of RooksDM, a technology consulting firm, he helps alleviate pain points for small to midsize law firms by using the right technology, including Microsoft 365. RooksDM does everything from one-time consulting and project implementation to building custom technology solutions. For the past decade, Daleele has worked as a consultant, business analyst, and project manager for Fortune 500 companies to SMBs. He is a passionate entrepreneur who founded RooksDM and local networking groups Digital Marketing Topic and Trends (DMTT) and Local Coffee Chi (a social group for coffee lovers in Chicago). To learn more, visit www.RooksDM.com.

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.