Hands on Automation Building in Make

Automating Legal Workflows with AI: Insights from John Fritz and Dan Schnurbusch In this episode of the Automated Lawyer Podcast, hosts John Fritz and Dan Schnurbusch discuss the effectiveness of AI in automating various legal workflows. The duo talks about their experiences in using AI for tasks such as court hearing calendaring, intake management, and client communication through text messaging. They delve into the intricacies of using tools like Zapier, Make, and chat GPT, providing examples of how automation has saved time and increased efficiency in their practices. They also share tips for enhancing client interactions and optimizing tech stacks for law firms, making a strong case for integrating AI solutions in legal operations. 00:00 Introduction and Hosts' Catch-Up 01:02 Work-from-Home Challenges 01:49 Home Office Renovation 02:45 Today's Topic: Automation 03:21 Understanding Zapier and Make 04:15 Deep Dive into Make's Capabilities 07:36 Setting Up Automated Court Hearing Calendaring 16:57 Security and Privacy Concerns 22:03 Setting the End Goal: Creating a Calendar Event 22:05 Defining the Necessary Data for Calendar Events 22:47 Working Backwards: Structuring Data in Chat Modules 23:29 Handling Date Formats and Automation 24:30 Comparing Zapier and Make: Functionality and Flexibility 26:32 Sharing and Exporting Automation Flows 28:41 Advanced Automation: Notifying Heirs in Probate Proceedings 33:36 Balancing Automation and Manual Processes 39:37 Practical Tips for Automation and Client Engagement 44:17 Conclusion and Final Thoughts