Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI.
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Chapters / Timestamps:
0:00 Introduction
6:17 Meet Catherine Sanders Reach
7:19 How to Kickstart Generative AI Processes
10:53 Microsoft Copilot
13:00 AI Tools Lawyers Should Consider Using
14:36 Agentic AI
20:14 Why You Need a Needs Assessment
23:49 Evaluating Productivity
27:11 Let Go of Perfectionism
28:44 Image Generation
31:46 Why You Need Policies and Systems
35:38 Dictation Tools
38:22 The AI Tool to Watch
