Law firm intake is broken—and AI might be the solution. In this episode of the Jon & Marc Podcast, we sit down with Terry Dohrmann, a legal tech veteran who helped scale Salesforce into the legal space with Litify, and now co-leads Lexafide, an AI-powered intake solution for personal injury firms.
We break down:
Why most firms are losing qualified leads at intake
How automation, real-time data, and AI agents can fix it
What your intake should sound like to convert at higher rates
Why speed-to-lead, empathy, and process matter more than ever
Whether you're running a firm, handling intake, or scaling legal marketing, this episode will change how you think about the first touchpoint with clients.
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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Intro
0:27 - The Evolution of Legal Technology
3:06 - Terence Dohrmann's Journey in Legal Tech
5:56 - Building Litify: A Case Study
8:45 - Shifting Focus: From Pharma to Social Issues
11:46 - Challenges in the Plaintiff Space
15:56 - The Role of AI in Legal Practices
22:09 - Embracing Change: The Future of Law Firms
30:01 - Advice for Law Firm Owners39:32 - Outro