Intake in the Age of AI: Ethics, Vendor Evaluation & Best Practices
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Join leading plaintiff attorney Manny Starr, Managing Partner or Frontier Law Center and Ryan O’Leary, legal technology expert and Research Director at IDC, for a practical, discussion client intake. We’ll cover the state of intake today, the ethical disclosure requirements for AI and intake technologies, how to evaluate potential vendors, and proven strategies for adopting AI-powered tools. Whether you’re upgrading outdated systems or building a new intake process from scratch, you’ll leave with actionable steps to improve efficiency, qualify leads faster, and position your team for long-term success.
CLE Credit Available in Select States*
Attendants may qualify for CLE credit depending on your jurisdiction. Check eligibility and attend live to receive credit.
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What to Expect
Agenda:
- Introduction - 10 mins
- What is the state of Intake in Plaintiff law today
- Brief overview of the lead qualification process and how it is evolving
- Ethical Disclosure - 10 mins
- What are your obligations
- Recommendations on what to disclose and how
- Vendor Evaluations - 10 mins
- How to approach a technology provider
- Adopting Intake technology - 10 mins
- Practical advice - how to nail your intake and how to incorporate AI - 15 mins
- Closing thoughts - what do we envision in the future - 5 mins
Speakers
Panelists

Manny Starr
Manny Starr is the Managing Partner of Frontier Law Center, a California-based plaintiff-side employment law firm recognized for its pioneering use of artificial intelligence. Since the “ChatGPT lightbulb moment” in 2022, Manny has been at the forefront of integrating AI into the core operations of his practice—not as a novelty, but as a foundational tool to improve access to justice, streamline litigation, and elevate the quality of legal services. Under his leadership, Frontier Law Center has reimagined how a law firm can operate by embedding AI into day-to-day legal work—from case evaluation to litigation strategy—while maintaining a strong commitment to ethical deployment and human oversight. Manny’s work has been featured in multiple publications covering the intersection of law and technology, and his firm was a 2025 finalist for Law.com’s Best Use of Artificial Intelligence award, sharing the spotlight with firms like Baker McKenzie, King & Spalding, and Reed Smith. His approach demonstrates that cutting-edge legal tech isn’t just for BigLaw—it’s a powerful equalizer for lean, impact-driven firms ready to lead the next generation of legal practice.

Ryan O'Leary
Ryan O’Leary is a Research Director in IDC’s Security and Trust research program covering Privacy and Legal Technology. In this role, Mr. O’Leary leverages his legal experience to provide perspective on changes in laws, shifting regulation, and other market forces that affect technology decision making today for both law firms and corporations. He also provides thought leadership that technology suppliers and technology buyers may use to develop effective strategy for the future. Mr. O’Leary’s core research coverage includes the evolution of eDiscovery and legal technology. As well as, the evolution of privacy compliance technology and impacts of new and emerging data privacy regulation.
Moderator
*CLE Eligibility
CLE Credit Available in Select States*
CLE eligibility is only for select states. States determine qualification for MCLE credit on a running basis. For live events, the provider might not receive an update until the event date.
To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD certificate(s) of attendance.
To qualify for credit, you must:
- Register for the webinar with your own name. (Make sure your name and email are entered correctly as they will be used on the certificate).
- Attend the entire session live.
- Participate in the polls during the live session.