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Showing posts from August, 2025

Real Conversation: Moving Beyond AI Chatbots

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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...