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Time: 09:45 AM CT | Topic: Intake (TRACK) Speakers: Kirsten Dunham, Mid-Missouri Legal Services Keren Farkas, Oregon State Bar David Neumeyer, Virginia Legal Aid Society Quinten Steenhuis, Suffolk University Law School, Lemma Legal LLC Finding the right cases or the right lawyer for a litigant is a resource-intensive process. Applicants can spend hours on hold on the phone to speak to an attorney or paralegal, only to find out that they do not have a legal problem the program can help with at all. Intake staff can get burned out, and frontline staff can feel like they’re still not getting the right cases or the right information. AI seems like it can help, but how? In this session, we will talk about four projects that use AI large language models to help with the intake and referral process. The four projects use different approaches:* Mid-Missouri Legal Services is using AI for simple classification in an online intake built with Docassemble, without the user having to interact with the AI.* Virginia Legal Aid Society uses a voice-based phone intake powered by AI.* The Oregon State Bar’s Bar Referral Service uses automated follow-up forms created by AI.* Lemma’s WorkFlowDocs project enables staff to create on-demand chats to gather the facts needed for a legal aid program to represent a client with LegalServer.We will discuss the effectiveness, accuracy, and human response to the use of AI for each project. Topics discussed will include internal hurdles to overcome in an AI project, handling sensitive case types, human intervention points, accuracy, and failure modes for AI.