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#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach

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Manage episode 474917569 series 87928
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI.

Hear Catherine’s other appearance on Lawyerist Podcast:

Listen to our other episodes about artificial intelligence:

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

0:00 Introduction

6:17 Meet Catherine Sanders Reach

7:19 How to Kickstart Generative AI Processes

10:53 Microsoft Copilot

13:00 AI Tools Lawyers Should Consider Using

14:36 Agentic AI

20:14 Why You Need a Needs Assessment

23:49 Evaluating Productivity

27:11 Let Go of Perfectionism

28:44 Image Generation

31:46 Why You Need Policies and Systems

35:38 Dictation Tools

38:22 The AI Tool to Watch

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2721 episodes

Artwork
iconShare
 
Manage episode 474917569 series 87928
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI.

Hear Catherine’s other appearance on Lawyerist Podcast:

Listen to our other episodes about artificial intelligence:

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

0:00 Introduction

6:17 Meet Catherine Sanders Reach

7:19 How to Kickstart Generative AI Processes

10:53 Microsoft Copilot

13:00 AI Tools Lawyers Should Consider Using

14:36 Agentic AI

20:14 Why You Need a Needs Assessment

23:49 Evaluating Productivity

27:11 Let Go of Perfectionism

28:44 Image Generation

31:46 Why You Need Policies and Systems

35:38 Dictation Tools

38:22 The AI Tool to Watch

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2721 episodes

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