193: What’s Hot in Legal Tech - Live Podcast Event from TGR Live! Growth Strategies for Law Firms Event 2026

Andy said something I thought was really interesting. If we could pass him a mic. He said that if you use case status, your clients are averaging 8% higher settlements. How is that possible? Sir, yeah, absolutely.

So a few different things that we've found with especially these firms that have data scientists on staff, is we're seeing better treatment, so fewer gaps in treatment. We're seeing actually longer treatment in some some circumstances, we're catching circumstances where staff members have missed communication that would indicate an MRI is necessary, or some other type of treatment is necessary. And one of the things that's really exciting, and this isn't even in that stat, is starting to surface other cases that are being communicated in the language across your client base, and so there might be a mass tort or a real worker's comp case with a PI case with an SSD case down the road. There's all these opportunities that live right there in the client knowledge.

Welcome to the 10 golden rules of internet marketing for law firms, podcast featuring the latest strategies and techniques to drive traffic to your website and convert that traffic into clients. Now here's the founder and CEO of 10 golden rules. Jay Berkowitz,

what I always say on my podcast is good morning, good afternoon, good evening. Welcome to the 10 golden rules of internet marketing for law firms Podcast coming to you live from tgr live. So if you're out there, give us lots of shout outs and lots of social media comments and thank you for being a part of this and for the people in the room, what we did is we go live on Zoom. We also do a LinkedIn live, and we go out to some of the other social media. The most important part of our podcast, frankly, is the Zoom recording that goes on our YouTube channel. And we've had over a million views on the YouTube channel, so there's a darn good chance that we'll get 2030, 40,000 views of this on our YouTube channel. So if you're watching this at some date in the future on YouTube, please comment on the YouTube or give everybody here a shout out on their social media. We're going to meet the panel one at a time. Everyone's going to do a tight three or four of their best slides and tell us what's new, what's happening in technology. First step is Joe carapo, I'm gonna I'm going that way. So Joe, come on up.

How's it going? Everyone? Awesome, yeah. So today, we wanted to really talk about how we're moving into an era of proactive automations and agentic workflows. Mind the crude analogy, but we're gonna use autonomous driving as the analogy today. So the first step here is we need to build the car right. And you can think of the different components of the car being what information that we need. So the engine itself is our proprietary AI model, pia, which is giving us all of the horsepower to drive the different areas. But without horsepower, with horsepower alone, we can't completely operate. We need all of the different components, different sensors, and think of an ECU right the computer, the control unit for a car. That's where we take the raw inputs and give a signal. This is with our extraction bar, ICD, CPT codes, being able to identify missing documents. We can think of the structure to work product to our case as the document template mirroring. So with all those components, we can really operate the car, but you still need a driver behind the scenes. So taking it that next step further is applying the context, allowing us to teach the car now how to drive, and that's where we're going to apply all the differential contexts, like giving it the maps, giving it the rules of the road, the driving experience either being deterministic or more probabilistic, as far as what needs to occur and how we're going to operate in different scenarios. And there's two ways that we can do that. One is more of that deterministic workflow, being able to build in smart workflows, mapping out the rules of the road, right? In what scenarios do we perform, what actions, and allowing our agents to take those actions for us. And the second piece is where we don't know exactly how we need to be deterministic, and that's where we need more of that probabilistic output, right? This is where we can leverage our AI communication agents to be able to

interact when different questions come up, being able to do either outreach to medical record providers for follow up, being able to reach out to our clients for treatment check ins, and being able to have those interactions. And this is where the power of that autonomous driving right, not just having a system that you need to work, but having the system work for you, where it becomes a force multiplier for your firm, and you can see a couple of different examples of where we're able to put time back on your team's calendar and be able to save the team, ultimately, all the hour and manpower, where they can go back to really providing. Value to our clients, so that's what I wanted to highlight today. And yeah,

questions don't go anywhere, because you'll stick around for questions. Next up, Andy, from case status. And you guys know I use the example of everybody's used to apps. They're used to apps like Uber and Uber Eats. And when you order your Uber Eats, you get an update. Hey, the order has been accepted by the restaurant. The order is being prepared at the restaurant. The driver has picked up your order. The driver will be at your home in 12 minutes. And so even up is the same thing for your clients. And the number one bar complaint is my lawyer doesn't update me on my case. My lawyer doesn't get back to me. So this is where Andy and his team take over. So over

to you, sir, yeah, well, thanks for having me again. I'm Andy Sievers, the CEO and co founder of case status, and I'm going to take a little bit of a different approach and just briefly talk about, when will clients benefit from AI and legal tech. So AI is transforming. We know that 77% of lawyers now report using AI, but yet the cost of legal service for clients continues to go up. I mean, how many of you today are ready to cut your fee from 33% to 25% or 10% or create a completely different billing model? Everyone goes, gasp, absolutely not. You know we're talking we're talking about these tools. But when do we actually consider what benefits the client is ultimately getting to the platform and so to the legal industry in general? This is maybe not the most timely after you present it, but I mean, New York is the is the first to propose a ban on chat bots directly to clients. They're saying, clients deserve a human in the loop. Some of you are in New York and you're going, I didn't hear about this. This is hear about this. This is what March 11. This is very, very fresh. And our perspective is, yes, clients deserve a human in the loop. Clients deserve care in a way that is better than we've done in the past. But like Jay said, the number one state bar complaint is lack of attorney communication. So you're going to put an automated message, you're going to put a chat bot. You're going to put a robot on a phone in front of a client. What a terrible experience. What like? What's the worst experience we have? We pick up the phone and we talk about something like nothing, like our package, or, you know, we're trying to engage with a doctor's office or some customer service, and we're saying, real person, no robot. Real person, 0000, how do I get past this terrible relationship that's being created. And one of the challenges we have we see with AI right now is that this market is going to bifurcate in two ways. The one way it bifurcates is

okay. We agree that communication directly to clients is can be completely unsupervised and automated. And that's if that's fair. Well, one of the risks we're going to see is these AI companies. A lot of the companies we see in the market are starting law firms in Arizona, and if they can go direct to consumer and provide chat bots directly to clients, that will become a future that we will start to live in. Our perspective is, how do we make staff members? How do we make attorneys and people in the firm super powered to provide really good care, and so our agentic flow identifies all the communication. So our mobile app, we're the number one Consumer Legal app in the App Store, bigger than Legal Zoom, bigger than Rocket Lawyer. We have about a million daily active users on our platform. We get 20,000 leads into the case status mobile app every month, looking for lawyers. This is a plea for individuals saying, I demand care, I want trust, but I also want a real person to actually think about me and care for me. And so that's really the way that we've thought about architecting case status. And when we talk about CI cloud, which stands for client intelligence cloud, this is, how do we centralize all of client care data together. How do we look at the personas of clients across your firm and handle clients differently? How do we think about triaging important communications first? And I gave this example, and it's a little bit hard to talk about sometimes, but imagine you got a communication through case status and said, Hey, I'm having a really hard time. I don't know if Life's worth living. Well prioritized text message back could be detrimental to that relationship. What we should be thinking is, how do we drive to that person's house and intervene today and care for them at, you know, in a way that is is truly meaningful, and what we ultimately got into this to do now, look, we're not talking about every communication is that dire, but we think

about going deep. We think about, how do we look at phone calls? How do we look at the community? Communications and case status? We had 28 million communications in our platform last year. How do we think about real care for people and scaling that long term? And what's the result? We have an 8000 DM law to possible anymore. They're a an 8000 single event personal injury firm in Kansas City, and their outcome is now with case status, when clients are in case status versus not, 8% higher settlements, 65 day faster. Resolutions, less time and desk, they're a 60 net promoter score versus a 25 the speaker before was talking about Net Promoter Score, uncovering if they're satisfied or not. But at the result, it's a third of the resources. So now you have an opportunity to go to. Firm as a client, and you can have someone who's going to care for you personally and have the tools to provide you higher settlement settlements, faster cases, better resources, or is going to treat you with a robot. At this point, our question is, what is our ethical duty of care as law firms? And so ultimately, we are case status, and we'd be happy to chat with you. I know we're at the end of the day, but Jay, thank you for letting me say a few words.

Awesome. Thanks. Andy, so it's trying to figure out how far I was looking my email. I think it was 2015 one of our clients in New York said we're going to switch to this new case management system called Smart advocate. Jerry Parker from Parker Wakeman is one of the legends in the industry, huge pi firm in New York and multiple locations, and one of the top tort guys in the business. And he built this thing for himself. And I'd see him couple times a year at different conferences, and he'd check this out. I can see, you know, the status of my cases. And I can see where, you know, if I look at this case, I just got this MRI in, and I can see it here on my phone, and he was building out all these tools. So without further ado, Natalia is will tell us where smart advocates is today, 11 years later.

Thank you. Let me try to fill that all in. Hi. Thank you for having me, and thank you for the introduction. I'm Natalia Blady. I actually asked chat GPT to give me a good opening example, and they actually did really good. So I'm not using any of those opening lanes. But anyway, smart Advocate has AI that's built in. And actually, I've been with smart advocate coming up to 10 years now, so it's a long tenure, and I speak with a lot of clients. Usually I work with the current clients and prospective clients. So what I wanted to kind of talk about some of the things. Smart Advocate has a lot of features built in, but a lot of times more features doesn't equal more efficiency. You have to use those features effectively. So very often when I talk to prospective client or new client, there are certain features that I would like for them to break from this typical demo facade and ask me questions that they need to have, the must haves for their firm. So I included a couple of them, like, what are the features that you should have? Does the system have a calendaring system. Does it have an intake that's built in right? Smart Advocate has an intake that's built in into the system? Also adequate document management, any system should have a document management that's built in. A good system should have it also, does it have an automation built in, artificial intelligence, tools that everyone has to have that built in, also workflows and automated responses. Are you able to send automated text messages? Are you able to send emails based on different statuses, tags and things like that? And also, what kind of reporting the system have? That's a big one. And also, does that system have a mobile app? Does the system have a client portal? So, and also, the very important thing also, will, will this system allow integrations that are essential to the firm? In Smart advocate, we work with a lot of companies, I have to say, Andy, you know, work

with case status. I see faster outcomes as well. So when it comes to AI, we do have a few things that are built in in the in the system, and some of them coming on the horizon, things like document summaries, medical chronologies. Demand is coming out as well. We do have a document scanning feature to intake assistant AI, powered intake assistant, and also case chat AI. And we're looking at some other things that we develop in in the future, we also partner up with companies like faster outcome, for example, that are able to deliver great results. So we work with them as well. Intake system is built in into into smart advocate, very easy. We have a lead scoring. Rob Levine was doing a great presentation earlier on intake. I really liked it. So we do have several things that we built in, as far as the system, lead scoring and AI, intake manager, workflows and automation. It's my favorite subject. I could talk about it forever, but I have to wrap up so automated response. You should have a workflows. It's a blueprint of of the cases, right? So anything that will make your life easier to automate the tasks, automate the workflows that should be done in any system, as well as automated responses. So if my clients, for example, are treating should be able to have an automated protocol that will text us those clients every you know, every 30 days or so anyway, mobile app. We have a mobile app. We have a built in client portal as well. We do integrate with case status, for example, great company. We work with them as well. A lot of clients use case status and dashboards and reports. I really like to talk about that as well. So in our system, we have several dashboards that we built in. We also allow you to build your own dashboard. With any data sources that we have in smart advocate, the built in dashboards are either geared towards management dashboards or user dashboards, so for example, medical record follow up or intake dashboard and other reporting features

too. And I think that's about it, and also a few things about me. I was born and raised in Ukraine, that's why that's the accent. I'm also classically trained pianist, so you could call me for a demo of smart advocate. If all fails, we can play music. All right. Thank you. All

right. Next up, wouldn't it be great if the AI could do a bunch of your coursework, and one of three solutions we have on the panel is Kyle from Eve legal.

Kyle Rios-Merwin: Thank you very much, and thank you everybody for hanging out late in the afternoon. So before we get started today, I'm going to give you a practical guide on how to go AI native in as little as 90 days or even sooner. Before we do that, though, just a quick show of hands. Thanks for bearing with me. Can you please raise your hand if your firm is using AI currently, awesome. Now, can you please raise your hand if your firm is not using AI? All right, not surprised at all there. Now, this is all about going AI native in 90 days, so I think it's first important to understand what does AI native mean. At Eve we see AI native as taking your best, smartest humans, bringing them together, giving them the tools to then automate the most challenging things that get in the way of your firm growing and delivering justice to more people. So with that said, how many firms are AI native in here? All right, so we still have a little work to do. Okay, it's a good thing. All right. So first and foremost, like, what are the benefits of going AI native? Well, first of all, we're seeing firms who are doing this 2.5x their case count, and we're seeing even higher than that. We're seeing up to 50% reduced time to settlement and 12% increased settlement value as well. So these are just metrics. These are just results, right? I think we want to get into like, how do we achieve this? But before we get into the how, and this is the first step of where we're going here, we'll get my build in your first week in this mission to go AI native. Really the most important thing when you're starting out is asking, Why? Why as a firm, why as leaders, why as people? Why do we want to do this? We've heard some really amazing examples this week. We've heard about firms transitioning to a vision of a four day work week. We've heard about firms doubling their business. We've heard about firms tripling their intake capability. But we also hear stories about people just

wanting more time with their families, kids, more time on the golf course, even right? So it's really important, I think, to start out by asking, why do we want to bring AI into the practice? Why is it important for us to go native? And then through those discussions, working out your goals? So then that gets into the next step, right? Picking a partner. There's a lot of partners out there that can help you on this journey. So some things that we like to encourage when you're evaluating a partner, try it out first. You know, this is a big decision, and we want you to be able to come in, see how it works, try it out, try a few different things, and see how your team, see how everyone responds to to the tools.

The next mos t important thing is that, you know, in the coming weeks, people get really excited once they start trying things out. They, you know, have a AI, listen to their intake calls. They get faster insights. They are able to draft documents that take hours and minutes. Respond to Discovery will take you a day. Could take mere minutes, right? But it's really important to set up guardrails, right? So before we are adopting a technology, before we're changing the DNA of the firm, let's set up some basic guardrails, some ones that we recommend, and you're more than welcome to find us after the discussion today, and we can go into greater detail, but we recommend setting up an AI usage policy for the firm, having everybody at the firm read it and sign it, and making sure that anything that is created with your people and AI is reviewed by a human before it ever leaves, right? So these are the really important steps you want to take to making sure we are having a responsible rollout. Next step, you want to build your implementation team so you have this core group of people that are evaluating tools, that are setting policies. We then want to get people from across the firm, at various levels, to try it out and start to become the, you know, the experts within the firm. We always recommend sort of a smaller rollout before we get everybody involved. And that gives us some time to, you know, empower each other, get up to speed on the tools and become advocates and champions internally. So moving on to week seven and eight, we're flying through this. This is where it gets really fun, and this is where we talk about taking those people that we got together early on our leadership, taking those goals and that why behind this whole idea, and then starting to attack the areas of the business that are taking up time. Whenever I'm speaking to a person who's interested in this, I always ask them, What is eating up the majority of your time day to day? What do

you stress about and how can we find a way to automate that? The reality is, most of. What is stressing us out and taking up our time can be automated. So let's build out the custom tools to achieve those. Next we're going to roll it out to everybody. We call this the wow factor, but we do internal demos right now that we have our champions, now that we've built out our policies, let's get it into the hands of our team. Show them that they truly can take these things that are eating in all their time away, and then we can launch but it's really important to in the same way that we want to partner with each other to roll it out internally, we want to make sure that everybody has support. So when you're rolling out these tools, make sure everybody feels comfortable asking questions no such thing as a dumb question. Make sure everybody gets an app bad a chance to try it out and then keep going and growing. So thank you guys very much. Really appreciate it.

Looking forward to your questions. Awesome. We did this conference one time before covid, and we were still a generalist agency, so we called it advanced digital marketing live. And then after covid and things settled down a little bit, we're like, Okay, now we only work with law firms, and we only market to law firms, so why don't we roll the conference out again? And so we called it tgr, live internally, and that's become the name of the conference. Well, the first speaker that I booked that year, I was hanging out at a few conferences with Dr Kane Elliot, and he was the AI futurist for file buying. And I thought that was really cool. The company had an AI futurist, and we're going back four years. And so I asked Dr Kane, you know, would he be interested in coming and speaking at this conference we were thinking and putting together. He said, I'd love to do that. Jay. I'll come to Florida for sure. And he said, you know, I'll introduce you to our sponsorship guys, because I'm sure you know you're going to want to give them the sponsorship information. I said, Oh yeah, sponsorship information so big. Thank you. And a big round of applause for file line, who are our first sponsors and our first speakers? Please meet Ryan from file line.

Hi guys. Ryan Slee here, one of the product specialists for marketing and intake over at filevine, we currently have products that really service every aspect of your firm. But what I wanted to talk about today is really consolidating all of these tools, not having to switch between so many systems throughout the day to accomplish different parts of your practice. So you know this example, when we're evaluating tools, we go, oh, this has seven out of the 10 features that I'm looking for, but maybe I'll just buy another tool to supplement the three that I'm missing. And what this really leads to is your team switching between platforms, data being siloed, it leads to sticky notes, and we end up reverting back to more manual ways of trying to do many of these same tasks, and we don't find the efficiency that we truly wanted to go after by adopting these AI tools. And so I'd like to introduce you all to Lois, our legal operating intelligence system. What it is is basically an AI agent that is able to help with every aspect of your case. So we can ask it, hey, what are my deadlines coming up for this case? It can even be more general. Maybe we want to say, all, right, what do I need to focus on next for this case? Or have I received that med cron back yet? For this client, we're able to really streamline our workflows, because everything is living in Lois, and it's able to access what was previously siloed in different areas and not allow us to really unlock that efficiency that we all want out of an AI platform, and some of the other options we have also include our deposition copilot. Maybe we want to have a little bit of help getting everything scheduled and finding a court reporter. We want faster video editing for our clips from the deposition. How about we actually have it nudge us while we're in the deposition, have it actively listening in finding inconsistencies with the stories that we have so far. And last but not least, of

course, lead docket helping us not only score leads, but follow up with them in an intelligent way so that we're converting more of those leads that we've already paid for helping the firm grow and operate more efficiently. Thank you.

I met Tim here, there. They heard about our conference maybe a week or two before tgr live last year, an AI startup, and they wanted to come and sponsor. And so we worked something out. And Tim and I, I don't know if we got to talking at the conference, but we got on a zoom. Tim taught me something very important, because he'd already hit a couple home runs. He'd already been a part owner, or an owner, of two firms that made fortune 500 fortune, 1000 Exited those two firms and and one of the guys he worked with in one of those businesses came to him with this new startup and asked him to help become the head of marketing and sales. Tim taught me that there's only three parts of that really matter in a business. What are the three? Find, sell, keep. Find sell and keep. So we went on to do a webinar about how to find more opportunities, find more leads, how to keep, how to sell, how to convert, and how to either retain them or upsell them. So Tim and I have done a bunch of two or three podcasts together. He's been on a couple of webinars and become a friend and a supporter. And so please welcome Tim

Sawyer, I'm super grateful to be here today, and I had a question for Thaddeus, I've been thinking about this for a few minutes. So we're in Florida, and everyone's a lawyer in this room. The lawyers are really good at probability for the most part, right? So by show of hands, who thinks you have a higher probability of getting hit by lightning or bit by a shark. Lightning, if you think higher probability get hit by lightning, raise your hand. Bit by a shark. About 5050, hit by lightning. Who would have thought that? What is that relevant to that? It irritates Rob Levine every time I say it, which is why I keep saying it from the freaking stage, because he's my friend and he's my business partner this business. And he goes, hope you're not going to say that again. I go, I'm definitely going to say that again. So I'm one of the owners of faster outcomes. Faster outcomes is a native AI platform for law firms of all shapes and sizes. We work with personal injury, but we also do do a fair amount of family law. AI is a great application for family law, one of the things that I had a question for, it's interesting. These are all great companies. So you guys are all amazing. Congratulations to each and every one of you, and I recommend you give them all a look. Super great to see you. Natalia, we just integrated with smart advocate. They're super wonderful to work with. We also integrate with Clio. And for me, my kind of take on AI, as I'm not a lawyer, okay, full disclosure. And so one of the things I discovered as we started looking at the legal industry personal injury in particular, is this notion that there can be very similar cases in very similar markets that will settle for very different values, depending upon the lawyer you go to, and as a non lawyer, that drives me crazy, right? Because if my mom, God forbid, got in a car accident, her settlement somewhat going to be predicated on what was the last billboard she saw. How many people feel

good about that? That drove me crazy. So our goal with faster outcomes is, in the name outcomes, right? We want to give every lawyer the opportunity to settle cases at the highest value amount possible in the most consistent way. At the end of the day. That's what every tool we work with is all about, right outcomes. So it's outcome driven. So this idea that not everyone's going to get the same outcome, and the other thing, and I know it's a little bit off topic, but it's important, because the future pi will not be decided, particularly with what's happening in private equity. Will not be decided by who's the best lawyer, per se. It'll be decided by who has the strongest operating system to get predictable, consistent results, and that's what AI can do. That's why I love it. So we've already talked a little bit about it, so I'll go quickly AI. The landscape of AI has changed a little bit, and the change pretty much can be summed up this way, we all know how to use a prompt, right? The prompt is, how do I get to the opal Hotel. That's a simple prompt, right? Well, the way AI has evolved now, particularly with faster outcomes, is you now tell the prompt isn't, how do I get there? The prompt is, take me to the opal hotel.

And instead of getting directions, you get a ride. That's how you're going to get faster, predictable outcomes, right? And we've already talked about this. This is the idea of agentic framework, right, defined inputs, scope, task and a controlled output, because some of the biggest concerns we have with AI, as we know, hallucinations, they're inaccurate. It's not predictable. Well, when you use agentic frameworks, or what we call playbooks, you can get the same output pretty close every time, without hallucinations. And what do I mean by that? So what we've done working with Rob Levine, and think about Rob, he's working 1200 matters per month. That's 2050 18,000 matters a year. He settles 150 pre lit cases a month. We've been working with him now for almost a year to develop a playbook for every personal injury scenario, slip and fall, dog bite, DUI construction site, so there's a linear function to how you approach each one of those cases to maximize. Size of value. And here's the example of the playbooks that we're talking about. So there's eight sequences, right? Once you upload your information, comes through Clio, comes through smart advocate, we're integrated. First thing is, Should I take this case? Viability, scoring, missing docs, early leverage flags, liability and coverage. So fault theory, coverage, you get the point all the medical information that you need, they'll build the chronologies for you, treatment gaps, future care positioning, demand prep, you could literally build the demand. I mean, think where we were four years ago, when it was super popular to outsource to AI folks, and it still is, at some level, building a demand. Well, AI platforms now you can build a demand inside the platform, super easy with your own template, your own language, really easy to do, negotiation, resolution, client status updates and testing and quality control. So when you tell the agent, and there's a sequence, go through this sequence, check

your work when you're done, and all you do is press the button and the button literally says run and it'll run the playbook, just like Tom Brady and all my friends at the Patriots. My time's up. You guys are amazing. I appreciate it. Anybody that wants to pop by say hi to Andrew will be outside after Thank you very much.

Thank you, Tim. All right, so I'd like you all to get a couple good questions ready for the panel. And as you know, I take my notes and I have my questions. And Andy said something I thought was really interesting. If we could pass him a mic. He said that if you use case status, your clients are averaging 8% higher settlements. How is that possible? Sir, yeah, absolutely.

So a few different things that we've found with especially these firms that have data scientists on staff is we're seeing better treatment, so fewer gaps in treatment. We're seeing actually longer treatment. In some circumstances, we're catching circumstances where staff members have missed communication that would indicate an MRI is necessary, or some other type of treatment is necessary. And one of the things that's really exciting, and this isn't even in that stat is starting to surface other cases that are being communicated in the language across your client base. And so there might be a mass tort or a real worker's comp case with a PI case with an SSD case down the road, there's all these opportunities that live right there in the client knowledge. Awesome.

Thanks for sharing, and you can just pass back to Natalia, because that was my next question. You said that you guys have document scanning with AI, yes. How do you do document scanning

with AI? Yes. So basically, this is just a feature that just gotten released. So the documents come in paper form, like, let's say, medical records. So somebody scans the documents and AI processes and suggests the cases that it should go to label them with the proper folder, or, in our case, category, subcategory. It's basically foldering and gives a short description of what the document is. So you still scan

the document with the scanner correct. Then the AI

mechanism is the same, just it happened, yes. So we used to have a barcode, which was kind of like the manual type of assignment, where you scan all the documents in bulk, and then you somebody would assign what goes where. But now AI can do a lot of those things. That's awesome.

Thank you. Okay, great. Well, we'd love to get some questions from the audience. Got the latest technology experts in the world here on the panel, who has a question for our panel. We've got one up here please for David.

Thank you, Carmen, where do you think the biggest advances will be in the next year in regards to our practice? So whether it be intake or case management, as far as each of your software, why

doesn't everyone give one quick answer, biggest advances in the next year? Want to start with Joe, yeah, I think the

biggest advance is going to be in the agentic side, right where you can start to build those SOPs, build those workflows, so that now instead of having to have somebody in the loop that's executing specific tasks, you can offload a lot of that, and get more out of your folks. So really trying to minimize the more mundane tasks, like some of the examples I was talking about were sitting on hold to open up a claim, or sitting on a hold waiting for a medical record provider, right, taking that time, putting it back on your team's calendar so they can do the outreach to the client, so that more high value

work, yeah, as we continue pushing to client knowledge. Phone communication in general is a big opportunity. So we've started to do integrations with every call platform, and that will inform real time satisfaction. It informs a predictive XG classifier, ML model that we built that predicts sentiment. And so we start to get ahead of client satisfaction. Rather than identifying they're upset and having to pull them back, we can preempt that. But to preempt that, we believe we need every channel of client communication to be centralized. And so, I mean, I even inform people. You should get back to your old school, you know, record in person Conversations. I'm recording this right now. It auto transcribes and and puts it, you know, AI summaries and things like that. At having the full picture of client, client success, I think, is so important, and that's our view.

So dumb it down one more level for me and maybe some of the folks who are on day two of a 48 hour Sure. So you're going to integrate with all the call systems. So is that like call rail, so that you're going to listen, listen to the call? Yeah, and then at some level, we'll get some data right through the client experience.

Yeah, exactly right. We already have 80% of the communication or 80% adoption of the mobile app. We tend to see about 95% of the communication the firm, but those phone calls are the other 5% you know, I always joke if, if a client calls you and they cuss you out, you don't end the call saying, like, zero to 10, how likely are you to refer me to a friend or colleague that has now informed you they are not happy and and we should know that in real time and pick up the pieces as a result, but also draw the line on what caused that unhappiness to begin with, and let's solve that for the next for the next client, the next person that's going through that process.

Great. Natalia, what's next in the coming year?

Well, there's a lot of things I'm thinking with, with embracing AI, I think systems will be more automated. For example, like, you know what? What we had as a manual automation right now? Ai, running on the background, can accomplish those tasks quite easy, and especially the partners. AI, even like phone systems, right? Even like if we take Ring Central, you know, right now, you can feed the message through your case management system. You can use AI to do the call transcription, something that used to take a long time, now can be done a lot faster. So I see the trend going that way, just automating more with the use of AI as it becomes available.

Kyle Rios-Merwin: Yeah. So what's live for us right now and coming this year, I'm going to give you three A's real quick. The first one is agents. So now with Eve, instead of needing to be reactive as the case is progressing, agents proactively take the next step on your behalf if you ask them if you want them to so for example, when policy limits have been met in a case, the agents will move to drafting and demand. Or when discovery comes in from the defense, they will suggest and move into responding to discovery. So agents are live. That's here right now. We also have auditor as a second agent. Auditor is like a senior partner reviewing every single one of your cases every single night to identify information that might lead to that case being worth a whole lot more money. So for example, we see constantly where firms that have a high volume of cases may be thinking that their cases are just a simple MVA broken arm, but in fact, there was a missed TBI, so we can call that out early, and the case value can increase tremendously. And then the last one would be analyst, and that would be, you know, our intelligence and AI looking at all the data in the firm to find who are the best referral partners. What types of cases do we make the most money on surfacing those? So you have this ecosystem working together to constantly make sure that your cases are moving through the system as fast as possible while giving the best level of support.

Awesome. Yeah, I think similar to everyone else's message here, agentic AI is here to stay, and it's only accelerating. And so right now, a lot of the agents out there are very good at the more mundane, basic, straightforward tasks. And so I think over the next year, we'll really see advancements in handling more nuance, more complicated situations, more interconnectivity across cases, and being able to offload more of that manual work, like others have mentioned.

So I'm going to go the other way. Dave on this one. I think from a technology standpoint, workflow integrations are going to be really important. So case management companies have to work with AI companies have to work with AI companies vice versa, or build their own, whatever. So integrated workflows, it could be really important. But I think the biggest technology improvements not going to be in the technology, per se. It's going to be in the way the law firms use it. And what I mean by that, if you look at data on firm wide adoption of AI, not meaning you just use it to create a demand letter or a medron or something like that, but firm, wide adoption. How AI impacts intake, how that impacts your workflows? How does that impact case value and to truly understand the full capacity of the software that you have now, I think there's a lot of catching up to do there. And my data point for that, Dave would be the number of times that we quote, onboard someone and then re board them, right? So we've got to onboard them, and then a month later they'll call and go, Hey, I saw this ad that says these guys do this. I'm like, yeah, if you remember back we talked, you know, so that there's a lot of catching up that needs to happen. I think everybody up here is going to go real fast in terms of technology development, so there's going to have to be this meeting of the minds between what the technology can do and applying that at a practical level. Does that make sense?

Yeah, does. Maybe one last question, and maybe one or two of you can try and simplify this for me and the rest. The audience and the future folks out there in YouTube futures. What's the difference between an agent and just a chat GPT search? Anyone want to take that

Kyle Rios-Merwin: so chat GPT search, I think, is something that we're all very familiar with. Now. We ask it a question, we get something back, perhaps we even can reason with it, a little bit kind of work, some logic into it, but agentic AI is really taking actions on our behalf. Maybe it's crafting a customized email that gets sent out to a client, or helping us actually draft a letter and not just put thoughts together, where we're able to trigger workflows within systems that otherwise were manually triggered, taking time and energy from our team. And so I think that's the big distinction with this shift towards agentic.

Ai, someone else want to take it correct?

Joe, yeah, I think nailed it there. It's answers versus action. I think it's the difference between having something that's interactive versus something that's proactive, right, taking action on your behalf.

So one of the ways I described it was you create basically a system with these agents. I'm using open claw, which seems to be the hot one today, and you could train it to basically read your email every night and in the morning, give you a draft of replies on your emails, or look at your schedule for the day, look at all the agendas and give you thinking and preparation for those meetings. Is that a good way to simplify it? It is, I

think it's two parts, especially when like leveraging a tool like open claw, it's getting access to what tooling it has, and then giving it the skills. What do you do with those tools? So it's like we talked about putting some of those guardrails around, and it's exactly that. It's framing out what is the ideal output, and here are the tools to do it. So.