Client Intake + AI: The Document Foundation Firms are Missing
Adding AI to our tech stack doesn’t automatically make work faster, more accurate, or more secure.
That’s because AI is only as effective as the data it’s built on.
In this session, we’ll explore why document and data management must be the foundation of any firm’s AI strategy, especially during tax season, when accuracy, compliance, and speed matter most. We’ll break down why client intake is the critical moment where AI either creates clarity or compounds chaos, and why disconnected tools and third-party solutions often introduce more risk than value.
You’ll also see how SmartRequestAI, built directly inside SmartVault, uses your existing documents to power secure, accurate, and compliant AI-driven client intake — without training on your data or relying on risky external tools.
Whether you’re evaluating AI for the first time or looking to get more value from the systems you already use, this session will help you understand what actually needs to be in place before AI can work for your firm.
You’ll Learn:
- Why document management is a core system, not just storage
- How client intake impacts data quality, accuracy, and compliance
- What firms need in place to safely and effectively use AI
- How AI-powered intake works when it’s built on a secure document foundation
Wed, Feb 18, 2026 2:00 PM – 3:00 PM EST