Episode Notes

In this episode, Zack talks with Will Anoh, Affinity Consulting’s IT Coordinator, about integrating AI into your legal tech stack. They discuss questions to ask your providers to ensure your client data is safe and the different security concerns for a wide range of tools.

Zack also talks with Mike Perez, from iLawyer Marketing, about the 6 elements of a successful marketing campaign. Listen now!

Links from the episode:

Check out iLawyer Marketing!

iLawyer 6 Elements Whitepaper

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  • 13:02. Login and Usage of AI Tools
  • 18:06. Using AI Tools with Internal Databases
  • 21:43. Determining the Source of Information and Privacy Agreement


Welcome to The Lawyerist Podcast, a series of discussions with entrepreneurs and innovators about building a successful law
practice in today’s challenging and constantly changing legal market. Lawyerist supports attorneys, building client-centered, and
future-oriented small law firms through community, content, and coaching both online and through the Lawyerist Lab. And now
from the team that brought you The Small Firm Roadmap and your podcast hosts

Zack Glaser (00:35):

Hey, I’m Zack.

Jennifer Whigham (00:36):

And I’m Jennifer Whigham. And this is episode 486 of the Lawyer Risk Podcast, part of the Legal Talk Network. Today, Zach talks
with Will Anoh about things to ask your AI provider.

Zack Glaser (00:47):

Today’s podcast is brought to you by iLawyer Marketing, and we’re going to start off with our new sponsor format and hear a short
interview with them right now or well after Jennifer and I get done talking.

Jennifer Whigham (00:58):

Yeah, we got to be weird for a few seconds, but first I’m going to say Will is newish to Affinity Consulting, and I got to meet him at our
Affinity Lawyerist retreat and I thought he was brilliant. Just such a good guy. So good at what he does and really, really
knowledgeable about ai and I think that’s what you two talk about, right? I mean, I just said it so I know.

Zack Glaser (01:17):


Jennifer Whigham (01:18):

Thank you.

Zack Glaser (01:19):

No, will is great. I enjoyed getting to do this conversation. Yeah, we’re talking about AI, but we’ve been trying to incorporate will into
pretty much everything we can possibly get him incorporated into after this interview. He and I were talking and he was asking
about a specific thing that we’re trying to get him to do. I think he’s going to be one of the judges for the website contest this year.
And yeah, that’s just one of the many things that I’m trying to work him into because he is very impressive. But today we’re really
just talking about how to kind of vet your AI provider because Will was on the team or is on the team that helps us at Affinity slash
Lawyerist vet our internal AI providers. And we’ve been able to use some AI providers inside of Zoom inside of teams, and we
actually have created our own AI chatbot in our coaching program as well.

Jennifer Whigham (02:17):

Sure. And so when you say AI providers, that’s a little bit of a new concept and you might go over to in the interview, but c an you pull
back a little bit and tell everybody what you mean by AI provider?

Zack Glaser (02:28):

Yeah, no, I think that’s great because we actually don’t go over that in the interview.

Jennifer Whigham (02:30):

Oh, well then please define it.

Zack Glaser (02:32):

Yeah, we get right into it. AI provider being a piece of software or company that is helping your firm use AI to do something. So chat
GPT-4 would be an AI provider. Fathom would be an AI provider. Frankly, zoom in some ways is an AI provider and we actually use a
platform to record these called Riverside fm. And they are an AI provider because they use AI to give us transcripts. So any of these
pieces of software or companies that are helping your firm use AI to do something is an AI provider. And I think they’re righ t now,
they’re kind of scary for a lot of firms, but you have to use it. You have to be using artificial intelligence to do things to be getting
comfortable with it. You, this is not a moment to stick your head in the sand.

Jennifer Whigham (03:32):

And I saw something on the CES, which is the technology conference that’s in Vegas every year where all sorts of companies
introduce new technology and the headline was, this is all ai. Everything is ai. It is not going away. It’s not a flash in the pan, it’s here.
Zack Glaser (03:51):
And it’s honestly, one of the troubles with AI is it’s sucking all the oxygen out of the room for anything else because you go to a
conference and it’s ai, it’s ai, it’s ai. But I remember, and frankly on this podcast, we’ve talked about Web3 formats, we’ve talked
about tokens, we’ve talked about various things like that. And with other technologies, a lot of times people have said, okay, great,
but how do I use it? Okay, Zach tokenization is neat. How do I use it with ai? People go, can I do this with it? Just immediately people
can envision how to use artificial intelligence. And I think that’s the thing to me that says this isn’t going away.
Jennifer Whigham (04:37):
Yeah, there’s a lower barrier to entry to understanding and using it sounds like.
Zack Glaser (04:41):
Absolutely. Absolutely. So we want to encourage people to be safely using artificial intelligence in their practices. So we brought on
Will Anoh to talk about how to vet our providers.
Jennifer Whigham (04:55):
Alright, let’s hear your conversation with Will.
Zack Glaser (05:01):
Hey y’all, Zack here and I’ve got Mike from iLawyer your marketing with me. Now your marketing is a full service law firm marketing
agency that handles everything from content creation and web design to pay-per-click. And so-called over the top or streaming
advertising. Mike, thanks for being with me today. I appreciate it.
Mike Perez (05:17):
Thanks for having me on, Zack.
Zack Glaser (05:18):
So Mike, iLawyer, your marketing, obviously it’s just for lawyers, it’s right there in the name, but you guys are a full service marketing
company and I know that can mean a lot of different things, but y’all are, and I’ve looked at your website, y’all are a full service
marketing firm, but what sets your firm apart, your agency apart from others that are out there?
Mike Perez (05:38):
That’s a good question. Number one is going to be the experience that we have. I’ve been doing law firm marketing for the past 18
years. I think we started this company in 2006. So I’ve been doing this for quite a while, helping law firms to have great success with
marketing campaigns by being a little bit smarter than the average marketing campaigns that are out there. And so the way that
we’ve found to do that is by one, creating websites that are focused on conversions. No matter how many people come to your
website, if they’re not picking up the phone and contacting your firm, then you’re kind of wasting the potential to land new
business. And so we’ve put a lot of time and effort and research into conversion rate optimization to help generate more leads and
ultimately get more signed cases for the law firm. So we do quite a bit of research on that and it’s had tremendous impact on the
firms that we work with.
Zack Glaser (06:31):
That’s the thing my father who I practice with always said, start with the end in mind. Obviously that’s a Stephen Covey, that’s a, but
your website can be in front of millions, billions of eyes if you’re not actually converting them to potential clients or leads or
something like that. It really doesn’t matter. You could have a Super Bowl ad, but if those aren’t the right people, it really does
matter. So I like that a lot. And now in your time in the industry, you’ve been doing this for a while and in your time in th e industry
you’ve seen a lot of stuff in web design. Things have changed a lot since 2006. Things have changed a lot since earlier this year, but
things have changed a lot since 2006. Sure. And y’all have, I think you were telling me y’all have some proprietary software that y’all
use for this, but if you can boil down elements of a successful law firm marketing campaign, what would that be?
Mike Perez (07:22):
Good question. And I actually have a guide that I’ve been working on that you can share a link to this in the show notes for your
listeners to be able to get this guy. Absolutely. But it covers what the successful elements of a law firm marketing campaign are.
Number one, it does start with that website, right? The website has to be great. It’s got to impress site visitors, it’s got to convince
’em to pick up the phone and call your firm. Two, you have to have high visibility online. People aren’t going to go do a search on
Google and then continue scrolling and go to page two, page three. They’re not going to do that. They’re going to find what t hey see
near the top of the search result. So you got to have great visibility on Google, either through paid or organic. We’re known for being
the premiere organic SEO company in the industry, and we have clients across the nation that are ranking in the most competit ive
markets for the most competitive search terms.
So most of our clients are personal injury, family law, criminal law, employment law. But without that high visibility, people aren’t
going to find you online. So that’s kind of the key component. Number two, number three, high quality contents. You have t o have
great content on your website for two reasons. Number one, human visitors, when they come to your site, they need to see that you
are the right firm that they should be calling, right? It’s got to convince that visitor that you are the right firm. And I say human
visitors because the other side of the coin is Google, is the content that you have on your site going to satisfy Google? Are they going
to think of it as highly relevant or that search query that somebody puts into Google when they’re looking for a lawyer online or
they’re doing search about what their situation is.
So you got to have great content on your website that satisfies both the human and the search engine spider, so to speak. So
number four, you have to have highly efficient intake. This is a huge issue that I see the firms that have a great intake process, those
are the firms that have the greatest success with their online marketing because no matter how many leads you get, if you’re not
responding right away to these leads, then those people are leaving that website, going to another site, calling that firm. And if that
firm gets back to that prospect faster than your firm does, a lot of times you’re missing out on those cases. So I hear quite a bit from
firms, oh, we respond within 24 hours. That’s not good enough. People that have a well-oiled machine in terms of the intake
process, those firms, they’re calling within five minutes.
Some of them are calling, they have a process for texting, they have a process for emailing, and then they’re not giving up on those
people when they call in because a lot of times you try to call back a lead. If you’re a law firm, you might not connect with that
person right away. Are you following up two or three times and then giving up? Well, the firms that do this the best, they either are
doing it themselves and following up between 10 to 15 times to chase down these leads, or they work with a third party company
that can help them to do that. So the intake process is a huge part of having success. The fifth element is online reviews. So I did a
study earlier last year actually, and there was 1300 people that participated in the study and we asked them, if you are considering
hiring a lawyer online, are you going to go look at the online reviews?
98% of the participants said yes. They’d look at the reviews before they hired a law firm. So if you do not have great reviews out
there, then you’re going to be missing out on leads. Your website could draw ’em in. They could say, you have a fantastic website,
but if you don’t have great reviews about your law firm, they’re not going to call you. They’re going to call somebody else. So even if
you have a small amount of reviews, you may have five or six reviews, but then your competition has 50 reviews, a hundred reviews,
200 reviews. Those are the firms that are going to get that call first, even if they came to your website first, even if they are impressed
by your site. So you got to have great reviews. And then the last component is performance tracking. You have to be able to measure
what’s working and what’s not working, right? There’s a lot of firms that we see that come to us, they don’t know what is working for
their leads. Is it their paid ads? Is it their organic leads? Is it their search engine or their social media marketing? They’re not quite
sure. So to be able to pinpoint and know what is working and not working is very crucial to the success of overall marketing because
you want to cut out what’s not working and you want to double up on the stuff that is working.
Zack Glaser (11:48):
Absolutely don’t spend good money going to the bad places. Well, Mike, I appreciate that’s a really efficient six steps they can take
and it’s good website, great visibility on Google, high quality content, highly efficient intake, and this is highly efficient intake, good
online reviews and making sure that you’re looking at your metrics and knowing what’s working. Mike, if they want to see more on
the six elements of a successful law firm marketing campaign, we’ll obviously drop the link to that white paper in our show notes, or
they can always go to iLawyer Marketing.
Mike Perez (12:20):
Hey, can we haven’t even put it on our site yet. I literally have just been working on this for the past week. This is the first time I’ve
even announced that I created this thing. So your listeners actually get the first bite at that, but we’ll put that up on our site. We’ll
share it in the show notes, and I’d be happy to share this. And I think law firms will get a lot out of it in terms of how to have success
with their marketing in 2024.
Zack Glaser (12:41):
Fantastic. Fantastic. Well, Mike, thanks a bunch for being with us and for sharing all your knowledge.
Mike Perez (12:47):
Thank you for having me.
Will Anoh (12:52):
Hello everyone. My name is William Anoh. I am the IT coordinator at Affinity Consultants slash Lawyerist. I work mostly with the CIO
at both companies and I do a lot of work with AI tools over here. Mostly all of our applications are kind of working through Microsoft,
so there’s a lot of, most of you may know tools coming out, AI tools coming out. Microsoft are doing a lot of work with that. And so
there’s a lot of stuff that we work with over here, try to merge these things and be as productive as we can while staying very
conscious of the things that can go sideways and all that.
Zack Glaser (13:44):
Oh yeah. Will, I appreciate you being with me and I’m really concerned about wanting to talk to you about specifically what t o do
with or how to think about the things that could go sideways. But you’re our information technology coordinator, you’re working
with our CIO and just in case CIO is Chief Information Officer. Yes. So our fellow art who keeps us all on our toes and inappropriate
data, you and I both work a good bit with art. So wanted to bring you on because at our Affinity slash Lawyerist retreat , you and I
were talking about AI tools that we use internally. Obviously this is a big topic. Yes, we could be talking about a lot of various things
with AI tools, but specifically we’re kind of talking about tools that can help us manage our data or create things. Generative ai.
Obviously copilot is potentially coming out or has come out depending on who you are in that Microsoft environment.
And just to give a little background, we’re in that Microsoft environment. We’re not in the Google environment, so we have actually
launched a few AI tools internally and some externally. And in talking to a lot of Lawyerist, I think we get fear of what that tool is
going to do to us in our professional responsibility sort of area. We’re talking confidentiality, we’re talking attorney client privilege.
So well, I guess when I come to you and I say, will I want to use this AI tool, let’s say Fathom something that’s going to help me
summarize my online meetings, I’m having online meetings, what are the things that we talk about? What are the things that you’re
concerned about in that area?
Will Anoh (15:44):
I mean, right off the bat, fathom is a tool that records your meeting. So right off the bat, you’re kind of getting concerned with
information over here and how that information, is this going to be secured or not? So that’s your first question. So that’s what
you’re going to be asking, Hey, is it okay to use Fathom? And if I do, so how is all these information, all the things that we are talking
about that we don’t necessarily want out there? It’s just maybe we are talking on a meeting about a new client that we have and all
the information here and there, but we don’t want it to get out there. And one of the things that Fathom as a tool does really well is
summarize everything, take all your information and then summarize it. So you still do have all that information over the end if you
ask me those kind of questions. And that’s where I go and dig deep into their privacy policies, that’s where I go. And then read
through however many pages they have over there and go through vetting and making sure that yes, this is a good tool to use and
this is how they’re going to be using your information, and are you okay with them doing this to that information?
Zack Glaser (17:08):
So our first kind of thing is what is the tool doing? What’s it doing? And so Fathom specifically for this exercise is recording or online
meeting, right? Yes. And so then you say, well, that recording has to go somewhere. Okay, well what is happening inside that
meeting? Are we having client contact? Is this just a recording of a party we’re having? What is kind of the level or the depth of
confidentiality that we want from that? And so then you’re saying, let’s go and figure out where that provider is storing that
information and what they’re doing with that information. We’re digging into the privacy policy specifically, and when we’re looking
at that privacy policy, what are the types of things that we’re looking for for us as Lawyerist or us as people who are, I guess
specifically us people who are working with Lawyerist as well. And so we want to keep that confidentiality.
Will Anoh (18:11):
Of course. I mean we’re in the age where you can get sued for almost anything, right?
Zack Glaser (18:19):
My father used to say, you can sue the Pope for blasphemy if you can pay the court costs.
Will Anoh (18:24):
Exactly. You can, yeah. So you just want to be careful and you want to be able to I guess, cover your back. And if you are looking
through the privacy policies you are looking for, let’s take Facebook for example. How do they use that information in these cases?
Facebook may use your information for advertisement and things like that. And so those are the kind of things you’re looking for in
that. Do they work with parties that they are going to be using this information? Maybe something I said to advertise in there, or are
they really digging down on, okay, this is a tool that we’ve made and we understand that privacy is a big issue and we are going to
stay in that area where most companies are not staying nowadays because there’s a lot of money coming through if you’re sharing
information out there. So are you staying in that digging down and saying, okay, we’re going to be that company that are going to
keep your information private and not use it as an advertisement tool or whatever it may be, and we’re just going to provide you
with private stuff, so if you use our company, you can trust us. So those are the things probably looking for in those privac y policy.
Zack Glaser (19:55):
So that’s what I, and I’ve gone on major tangents about why it’s not good to use Zach Glaser legal@gmail.com if you’re an attorney
because of those reasons, those privacy concerns. Because again, this is a communication tool, but with that, with let’s say Gmail as
a lawyer, I understand the concept hopefully of where my data is and what its movement is. So I am using Gmail and my data lives
either in transit from my computer to the email servers or from that email server to the other person’s computer or phone or other
place. But it’s for the most part, I’m concerned with what it’s doing on that email server. And in the case of Gmail of Google, Google
is going through that. You’re saying with Facebook to look for advertisement opportunities. So we’ve got a third party getting into
my client communication. So I think that’s a huge red flag, but that’s email server. So with artificial intelligence, and let’s say
something like a chatbot, if I am querying a chatbot chat GPT-4 and I’m putting client information into that system, I don’t
necessarily conceive of where all that information lives. And so when I’m looking at that privacy policy, I don’t know that I know
what I’m looking for.
Will Anoh (21:30):
I think when we started, you talked about generative AI versus non generative ai. So when you talk about chat boxes, at that point
you’re talking about generative ai, right? Yeah. So when you are going that way, you should bear in mind that this is somewhere that
it kind of pull information from anywhere it’s open. So you can get information from anywhere on the web most of the time,
Zack Glaser (22:05):
Right? For chat gt, yeah,
Will Anoh (22:07):
Yeah, for chat GBT and whatever information you put in there, it can also be saved so somebody else can use it. Plus it’s learning.
That’s another aspect of it to learn. So when you’re looking in there, you’re looking for, okay, so this information I put it in there is a
tracking who puts it in there.
Zack Glaser (22:28):
Okay, so is there a log of my usage?
Will Anoh (22:34):
Yeah. Is there a log of your usage in there and what are they doing with that log.
Zack Glaser (22:40):
Okay, so if there’s, let’s just say, let’s take it slow so I don’t get lost in something like chat GT four, if there’s a log of my usage where
I’ve put something into the prompt and it says, okay, well we’re going to save that a somewhere in a place that says what you’ve put
in there. Now that information, if it happens to have client information, it lives somewhere, it lives somewhere and it’s unlikely to
live on my computer. And so we need to look at what they’re doing with that. But then you also said something about there’s this
feedback that goes into generative ai. So I get the feeling that yes, it could live in a log, but then this thing that I’ve put in is also
somehow going into the information that the system is using to answer questions later.
Will Anoh (23:35):
Yeah. Yeah. That’s something you have to think about because it’s made in a way that, okay, so now that you’ve asked question and
provided you this answer, so when somebody else asks that question, it doesn’t have to go through a long process to generate the
answer again, it makes it a little bit more quicker. It knows it now it doesn’t have to go search for it again. Okay, so am I being logged
ast? No, it was me. If I put in an information about a client, let’s say I don’t think we don’t do that. Let’s say somebody else,
Zack Glaser (24:17):
Probably not a good idea. Yeah,
Will Anoh (24:18):
Definitely not. Somebody else mistakenly put information or somebody copy and pasted somebody’s name in there. Now it’s in
there. What is it going to do with this information? And somebody else at somewhere be getting this as an answer to your question?
Is it going to cite this thing that I put in here at some point? What is it going to do?
Zack Glaser (24:41):
Right? So I’m essentially giving access to client information to this system. So okay, we don’t want to do that, but quite frankly, will I
do want to do that? And I mean this, let’s say I want artificial intelligence of some sort. I want generative AI to go into my contracts
that I have that live in my document management system. Can I do that? Then if somebody’s coming in and saying, okay, well I’m a
third party, I’m going to plugin to your Microsoft environment and I will help you generate from your internal information. What am I
thinking about then?
Will Anoh (25:28):
So at that point, we’re talking about our internal database and it becomes not like a generative ai, but it is something we as a
company are feeding the information. So we’re kind of putting it through and making sure that the information that we’re putt ing in
there is more factual and not just based on what is out there in the web. It’s our database. This is the information that we actually
have in there. And when you’re working with us before you work with Lawyerist or Affinity, there’s a contract based over there and
we know how many years we keep your information for and all that kind of stuff. So we’ve gone through that. We know what we are
doing. And so in that moment, you’re going through looking for the answers that you need over there that we’ve trained the AI for,
and you can get all those in there. So at that point, I don’t think it’s more of where is your information going and how is it going to be
used? Know,
Zack Glaser (26:39):
Okay, so if I’m having a third party build a product to kind of iterate over my own information internally, I still want to make sure
that somehow that information isn’t going out onto some sort of other machine. So let’s say the third party has their product, their
AI product, and it lives somewhere other than on my Azure environment, which would essentially be in my Microsoft environment . I
want to either make sure that it’s not doing that it’s not going out to third party or it sounds like we need to have some sort of
privacy agreement like data privacy agreement between us and that third party. And you’re saying that it would be our practic e as
Affinity Consulting if we’re building a tool like this to have that privacy agreement. So yes, your data might be, it might be
somewhere other than exactly within your own environment, but it’s going to be in our environment and we have a data privacy
agreement with you that says we’re going to keep it
Will Anoh (27:41):
For this. Absolutely.
Zack Glaser (27:43):
So how do I kind of tell between those two instances? I’m looking for someone or I’m looking at a product that is going to help me
speed up generation of email or something like that, or generation of content. How do I know what sort of content I can put in there?
Where do I know or how do I know to draw the line between I can generate marketing information that something that doesn’t have
client data in it, or I can generate wills, let’s say out of this thing. How do I tell the difference and then how do I tell my office to tell
the difference?
Will Anoh (28:26):
Well, I guess it all drills down to what data base you’ve agreed on with your vendor vendor to be using. So if your vendor is going to
be using your database to generate that gear towards you, then you have the understanding that, okay, the information that’s going
to be generated over here is this from us. And if you have an agreement that, okay, we want a general information over here, it
doesn’t necessarily have to be geared towards us. Do you want it just general? Do you want it just you or do you want a mixture of
both? Then you decide which information you want to put out there.
Zack Glaser (29:12):
Okay, so I need to make sure that my provider is telling me and can tell me where the stuff is coming from. So where are they getting
this information? What data are they training this on? And then what are they doing with what I’m putting into? There seems to be
the two big points here is where are you getting this information from? So if I’m using something like chat GBT that is just getting
information from the worldwide web essentially, well then it’s theoretically, as long as I haven’t done anything really dumb with my
website, it’s theoretically not getting information from my client files. So great, I don’t have a problem with that. But if I have put
some sort of system onto my Azure environment, Microsoft environment, then I need to make sure that that information doesn’t
somehow leak onto well out in public. So I don’t need to be connecting chat GPT-4 to my internal system.
Will Anoh (30:14):
Yeah, absolutely. Unless you decide to create some other database, the information you’re putting in there and then link that to chat
Zack Glaser (30:25):
Okay, so is there a way that I can take my information and have something, a tool like chat, GBT, like actually working on my
information and keep that private
Will Anoh (30:39):
At that point? I’m not sure about the private part. That is something that you would’ve to vet deeply into chat GBT to make sure that
maybe you’re buying a tool from them and saying, okay, I want this to work with this database that I have and only this database
doesn’t leak out and that’s it. Right? You can’t suddenly do that, but you would have to make sure you’re vetting it correctly.
Zack Glaser (31:09):
Okay. But that’s the questions we’re going to ask our provider is where is this? It really doesn’t matter if we right now know that can
or can’t. These are the questions that you would ask the provider. That’s what we’re talking about
Will Anoh (31:24):
Zack Glaser (31:24):
Figure out. So alright, let me sum up here because I think we, we’ve dug in and you’ve helped me work my mind around this. Th e big
thing is where does the information live? Where are we getting this information? And if you’re getting it from me, it doesn’t need to
go out anywhere. If it has client information in it, it cannot. And we need to really kick the tires and ask the questions of our provider.
This is not leaving my system. There is no other third party. And then the big thing that I think people are questioning is when I have
these prompts, when I am putting information into this system, where do those prompt questions go? Is it logging them
somewhere? And if it is, that’s not necessarily a problem as long as if when it’s logging it, it is still in my system or it is not going out
into a third party.
And then secondly, is it training the system on my questions essentially? So it would be on my data. And I think that gets into, there
was a big story, I guess a year ago or so about copilot in relationship to development and I think it was Samsung who started to see
some of their code being spit back into the system. And so that’s what you want to avoid. You don’t want to be putting client data in
there and then somebody be asking questions about something and your client data gets put into their answer for chat. GBT four.
Alright. What is your, and I’m going to kind of close up here. What is your favorite use right now for an artificial intelligence tool?
Will Anoh (33:11):
That’s great. So I do a lot of Power BI stuff. It’s great to be able to use Power BI to help generate the steps to go through putting it in
there, Hey, how does it set it up? So at that end, it’s just being able to help you manage what you’re trying to do instead of, I’m not
necessarily feeding any information at that point. I just need, it’s help to guide me through what I’m trying to do over here. And I
think that’s probably my favorite.
Zack Glaser (33:52):
I love that you throw around Power bi. Every one of our listeners is going to know what that is.
Will Anoh (33:59):
Zack Glaser (34:02):
Obviously it’s part of, well, I guess maybe not, obviously it’s part of the Microsoft 365 environment, part of that power apps
environment. But let us know what’s Power bi.
Will Anoh (34:12):
So Power BI is essentially a Microsoft tool that kind of helps you weeded together all the Microsoft softwares that are available. So
for a little example, let’s say if you get an email every so often you get however much email, but you want to summarize it and have
it put it in, let’s say a folder or something like that, you can use Power BI to do that and just tell her what to do, how many times it
should do it, things like that. So on the backend, what I use mostly use it to help everybody at Lawyerist and Affinity say, help them
kind of shorten their processes, redundant processes, going to help it be a little bit more short. And so it can help everybody be more
productive. So
Zack Glaser (35:05):
Automating some of the tasks to do, yeah,
Will Anoh (35:06):
Automated, a lot of
Zack Glaser (35:08):
Automated and acting upon the system, the Microsoft 365 environment
Will Anoh (35:14):
And the AI portion comes in when it’s like if somebody asks me, Hey, can you automate this? And then I can ask about bi, Hey, how
do I automate this? And then they will kind of give you a log guide and then at that point I go through and weed it through, but it’ll
kind of give you a general idea of how to do it. If it is possible, then we
Zack Glaser (35:36):
Go from there. Okay. I love thinking about generative AI or helpful AI in that way. I think that’s a great way to do it of like I’m asking
it, I’m getting it close, it’s going to give me some good ideas, it’s going to give me some good direction, but ultimately I have to hone
this thing and make it into an actual product.
Will Anoh (35:57):
Zack Glaser (35:57):
But I love that. So it’s going into one of the built-in systems into Microsoft that helps us act upon our data and you’re saying, okay,
well how do I code this? How do I make this actually work? Awesome. Awesome. Well, I think that’s about all the time we’ve got
today. I really appreciate you coming in and helping us weed through some of the AI issues we have. I know that we’ve had you and
your team go through a lot of the AI tools that we have, so we won’t have to be afraid of. So I really appreciate your help. Thanks for
being with me, will.
Will Anoh (36:32):
Thanks. Thanks for having me.
The Lawyerist Podcast is edited by Britany Felix. Are you ready to implement the ideas we discuss here into your practice?
Wondering what to do next? Here are your first two steps. First. If you haven’t read The Small Firm Roadmap yet, grab the first
chapter for free at Lawyerist.com/book. Looking for help beyond the book? Let’s chat about whether our coaching communities, are
right for you. Head to Lawyerist.com/community/lab to schedule a 10-minute call with our team to learn more. The views expressed
by the participants are their own and are not endorsed by Legal Talk Network. Nothing said in this podcast is legal advice for you.

Your Hosts

Zack Glaser

is the Legal Tech Advisor at Lawyerist, where he assists the Lawyerist community in understanding and selecting appropriate technologies for their practices. He also writes product reviews and develops legal technology content helpful to lawyers and law firms. Zack is focused on helping Modern Lawyers find and create solutions to help assist their clients more effectively.

Featured Guests

Will-Anoh Headshot

Will Anoh

Will is the Information Technology Coordinator at Affinity Consulting Group. He acts as the bridge between employees, vendors, and clients and all the systems they use. He also helps with all technology projects by collaborating to help code, test, implement and document. Will started in the Tech field as a field support technician, when he quickly realized and understood what he wanted to do so he got his degree and then ended up as an IT generalist for a Law Firm. Will was then promoted to IT Director and now he is proudly working with the CIO at Affinity as an IT Coordinator. 

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Last updated January 17th, 2024