Join us virtually via Zoom on Wednesday, October 7, 2026 from 12:00pm – 1:15pm as we Build Your Intake in an Hour

In this hands-on session we will cover the AI tools worth knowing and how to decide which one (and which model) to use for a task, then build a working client intake together, live.
By the end, attendees will be able to:

• Choose the right AI tool and model for a task, using a work-grade version rather than the free consumer one.
• Write and refine a clear prompt using role, context, task, and format.
• Build a practice-specific intake questionnaire plus a reusable prompt that turns a completed intake into a client-ready summary.

Can’t make it live? No problem. We are recording this presentation and will send the link to all registered attendees.

Approved for CLE Credits:

General 1.5

Technology 1.5