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,... Read more »

Join us virtually via Zoom on Wednesday, October 14, 2026 from 12:00pm - 1:15pm as we talk From Questionnaire to Draft: Document Automation The biggest time-saver, done safely. A repeatable workflow that drafts the first 80 percent and keeps you in control, plus an honest look at where general AI stops and purpose-built tools take... Read more »