Richard SchreiberAI Strategist, Software Integrator and Project/Product Owner, Fiction Author, Best Selling Autism Advocate/author

Trial Memory to Source Logs

Name: Trial Memory to Source Logs
Uploaded: 2026-02-11T22:26:08+00:00
Duration: 41 s
Channel: Richard Schreiber
Description: Richard Schraver warns law firms that memory alone is a dangerous filing system for client communications. He recommends adding a source log to your…

11 Feb 2026 · 1 min

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Richard Schraver warns law firms that memory alone is a dangerous filing system for client communications. He recommends adding a source log to your intake process, recording the date, source, and provider of every interaction. This simple step protects you when cases get complex or disputes emerge.

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File memory is a terrible filing system. When a case gets complicated or a client disputes what they told you six months ago, you need receipts, not recollections. Relying on I remember the conversation will burn you in. The details blur. In litigation, that's not just embarrassing, it's dangerous. The fix Every client communication gets logged with a source. Note. Where did this come from? When? Who provided it? Here's your move. Add a source of truth field to your intake process. Small shift, big protection. I'm Richard Schraver, your law firm AI expert and DM me or head over to law firm AIExpert dot com.