Real Conversation: Moving Beyond AI Chatbots

You know, everybody’s into generative artificial intelligence chatbots these days – my mom used one to explain an estate planning concept she was trying to articulate to me the other day, haha . But, if that’s the only place you’ve gone with AI, thus far – it’s time to expand your horizons. The first place to look for new AI is in the products you already use. Your productivity software ( Microsoft 365 or Google Workspace ) has both a generative AI product ( Microsoft CoPilot or Google Gemini ) and an AI overlay tool – Microsoft 365 CoPilot and Google Duet . But, so does your case management software . If it’s Clio Manage , you’ve got Du o . FileVine has lots of AI features available, too - as do most other programs, a t some level. You guessed it, so does your accounting software ( Quickbooks , Xero ), as well as your customer relationship management (CRM) software ( Lawmatics , Salesforce , HubSp...