Attorneys DYKWYCD?
AI for Organizing AI Onboarding and AI Service of Clients
“In toto, we are not in Kansas anymore, Counselor.”
This morning I toddled over to one of my growing faves Julius.AI and I recommend this site most highly to you. It is free to try for a while. You are going to want to see this especially if you are an attorney dipping a toe in AI.
[Julius lets you toggle back and forth from a code view to a plain text user interface. So you can learn code. It pulls from the major LLMs and you can select which so try several. It is this interoperability in one place which I really like. For an all around one-tool it is quite amazing. And as I have shared here before the automated AI Workflows which can be built and deployed almost instantly are a marvel.]
You can ask Julius it to script a Workflow with AI on any topic that you you can imagine. Let’s imagine a few:
What are the steps of a [divorce proceeding] in [jurisdiction] and how do they work?
How best to organize a litigation effort over time?
Give me a workflow for a deal transaction from interest to close and beyond.
Today I prompted
workflow for a modern lawyer using ai to onboard clients?
can you simplify this into 10 critical steps?
can you add tools which do these steps?
can you make it most cost-efficient?
Behold and look!
Attorneys Do You Know What You Can Do (with AI) (DYKWYCD)?
[Asking AI to build an AI tools based law practice with AI function enhancements]
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Certainly! I'll provide a list of tools that can be used for each step in the AI-driven client onboarding process for lawyers, along with a brief reasoning for each choice:
Initial Contact: Use Typeform or JotForm with AI integration for creating smart intake forms. These platforms offer customizable forms with real-time validation and can integrate with AI for conflict checks.
Client Screening: Implement Clearbit or LexisNexis for AI-powered risk assessment and background checks. These tools provide comprehensive data and analytics for evaluating client risk.
Document Collection: Utilize DocuSign or Adobe Sign with AI capabilities for document classification and completeness checks. These platforms support secure document handling and AI-driven organization.
Consultation Scheduling: Use Calendly or Acuity Scheduling with AI integration for automated scheduling and video conferencing setup. These tools streamline appointment management and integrate with video platforms.
Consultation: Employ Otter.ai or Rev for real-time transcription and key point extraction during consultations. These services offer accurate transcription and AI-driven insights.
Case Evaluation: Leverage CaseText or ROSS Intelligence for AI-driven case analysis and success probability assessment. These legal research tools use AI to provide insights and predictions.
Fee Agreement: Use PandaDoc or HelloSign for generating smart contracts with dynamic pricing models and electronic signatures. These platforms offer customizable templates and secure signing.
Client Portal Access: Implement Clio or MyCase for providing clients with a secure portal for document sharing and case updates. These legal practice management tools offer client communication features.
Onboarding Completion: Utilize Trello or Asana with AI-driven task management for finalizing onboarding and setting follow-up reminders. These project management tools help organize tasks and automate reminders.
Feedback & Improvement: Use SurveyMonkey or Google Forms with AI analytics for collecting client feedback and improving processes. These platforms offer survey tools with data analysis capabilities.
Each tool is selected based on its ability to integrate AI features, enhance efficiency, and ensure security and compliance in the legal onboarding process.
I want these tacos and probable will do most of this. -AIC
