Client Intake and Management

Tech Tools
On-demand webcast ∙ 1.5 CPD


To achieve the best client experience we need to grow and develop our legal service delivery to meet the changing needs of our current and potential clients.

During this event we will showcase tools that help law firms and in-house legal departments expedite the intake process, keep customers engaged, streamline business processes, and manage internal and external clients enquires.

Our expert neutral panel will elaborate on: 
•    What tools can we use, and what is the objective of these tools? Can we potentially do this
      without the tech tools? 
•    Where do you start and what skills are needed?
•    How do you most efficiently and effectively reach and connect with different generations
      of clients? 
•    Regulatory obligations around tech?
•    Key considerations for selecting tech?

Event details

Recorded: Wednesday 24 May 2023
Format: On-demand webcast
CPD: 1.5 Units, self-allocated
Cost: Member - complimentary
Non-member - $149
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Sam Burrett

Sam Burrett
Legal Optimisation Consulting, MinterEllison
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Anna Golovsky

Anna Golovsky
Executive Manager, Legal and Company
Secretariat Operations, IAG
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Kate Richardson
Legal Operations Manager & Senior Solicitor, Youth Law Australia
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Linden Barnes
Senior Ethics Solicitor,
The Law Society of New South Wales
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Morag Latta (Panel Moderator)
Chief Executive Officer, Australian Legal Technology Association 
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Cassandra Banks

Cassandra Banks (Moderator)
President, The Law Society of New South Wales 
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Platinum Sponsor

Titan logo

In collaboration with


Alta logo


Tech Tools Demonstrators

Be prepared



Smarter Drafter

My Life Capsule


The Law Society of New South Wales values our exhibitors and thanks them for their time in showcasing their products and services.  This is an opportunity for attendees to consider the sample of products and services presented, to make enquiries and to make your own decision about what best suits you and your business. The Law Society takes no responsibility for the exhibitors’ products and services, or any representations made by exhibitors.