Most of what we teach happens on the free AI briefing: a 20–30 minute lesson by phone or Zoom, built around how professional firms run. Here's the short version to start.
Think of AI as four parts. It's the same picture we draw on the free briefing.
“We'd like to do the will and the trust before June. A flat fee is fine. What do you need from us?”
It understands and decides. It reads a messy email thread, form or voicemail and works out what's meant.
In the example: Works out the client wants a will and a trust, at a flat fee, signed before June.
Your firm's knowledge: fee schedules, templates, past matters, policies. It looks things up instead of guessing, so it can say “I don't know.”
In the example: Pulls your engagement-letter template, your fee schedule and the conflict list.
The tools it's allowed to use: email, calendar, Clio, QuickBooks, TaxDome. They turn answers into finished work.
In the example: Drafts the letter in Clio, queues the conflict check and holds a signing time.
You decide what it does alone, what needs approval, and when a person takes over.
In the example: An attorney reviews the engagement letter before anything reaches the client.
When you tried ChatGPT, you met the brain. The value comes when all four work inside how your business already runs.
It's a lesson, not a pitch. We use examples from firms like yours, and you can ask anything.
The brain, the binder, the hands and you as the boss, shown on matters, returns and policies like yours.
It guesses when it doesn't have your information. It isn't 100% reliable without a check. And it can't sign, file or give legal or tax advice.
Intake and engagement, document chasing, retyping between systems, status updates and after-hours inquiries.
Is a task right for AI? Four questions settle it: does it happen often, does it follow a pattern, is it mostly reading, writing or typing, and does it cost you when it's slow or missed?
What to ask any AI provider about client information, and how we answer those questions.
Map the work, measure the leaks, fix the biggest one first, and keep people in control.
If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
A new client says yes after the consult.
A household return is missing three documents.
A commercial policy renews in three months.
Illustrative workflows, not client results. Struck steps are the ones the software removes.
Short articles on where businesses lose time and what AI can do about it.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.