Designing for Impact: How to Operationalize AI at the Front Door of Legal
Join Checkbox and Harbor to see how legal teams use AI at the front door to capture, triage and route work. Learn how to improve speed, visibility and control with real workflow examples.
A sharper legal narrative starts with better visibility.
AI in legal has come a long way from redlines and reviews. Today, the real transformation is happening at the front door where legal work begins.
Joshua Moore, Director of Sales Engineering at Checkbox, and Tarryn Puzsar, Director, Business Process Automation, Harbor, explore how AI and workflow automation are reshaping the way legal teams manage intake, triage, and scale service delivery.
Tarryn shares findings from Harbor’s 2025 Law Department Survey on how top-performing teams are using AI to orchestrate (not just review) legal work. The session also explores real-world workflow examples, including outside counsel guidelines, retention policies, and conflict-of-interest workflows, demonstrating how legal teams can apply AI in practical, high-impact ways at the front door of legal.
Watch to learn how legal teams:
- Move AI upstream to triage, route, and initiate workflows without human effort
- Shift from static forms to conversational, intelligent intake
- Empower the business with self-service while keeping legal in control
- Operationalize AI in workflows
- Build an intake layer that drives speed, visibility, and trust across the organization
This session is for legal ops leaders and GCs ready to move beyond theory and start designing for impact.
The leaders behind the conversation.
Perspectives from legal operations, in-house leadership, and workflow technology.
