From Intake to Resolution: Mastering the Case Lifecycle with AI

August 25, 2025 43:01 min Joe Stephens

Download the Presentation: From Intake to Resolution

During this webinar, attorney Joe Stephens will show you exactly how top paralegals handle every case phase-from first client contact to final resolution-while using AI tools to work faster, smarter and with zero mistakes.

What you'll discover:

Understanding Every Case Phase - Learn the key phases every case goes through and the vital paralegal tasks at each stage that can make or break a case.
AI Tools for Your Daily Work - Discover practical AI tools and methods that can speed up research, document review, deadline tracking and client communication throughout the case.
Managing Multiple Cases - Learn tested systems for juggling multiple cases at once while keeping quality high and meeting deadlines, boosted by smart automation tools.
Becoming an Essential Team Player - Master the skill of knowing what attorneys need before they ask and position yourself as an essential team member who helps win cases.

Every case follows a similar path, but knowing how to handle each phase smoothly (and where AI can boost your productivity) is what sets outstanding paralegals apart from the rest. Whether you're working on personal injury cases, business disputes or family law matters, this session will give you practical strategies you can use right away to transform how you manage cases from beginning to end.

About the Contributor

Joe Stephens

Joe Stephens, J.D., is Steno's Director of Legal Solutions as well as a Clinical Lecturer at Texas Tech University School of Law. With over 15 years of experience in criminal defense and public service, he founded and led Texas' largest rural public defender office, which serves a 12-county area. A graduate of The University of Texas School of Law (cum laude) and Vanderbilt University (B.A.), Stephens currently serves as a Board Member of the Texas Criminal Defense Lawyer's Association (TCDLA) and sits on multiple State Bar of Texas committees. His expertise spans the intersection of legal practice and technological innovation in the justice system.

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