Automating an Amazing Client Experience

Streamlining Legal Workflows: Insights from the Automated Lawyer Podcast In the inaugural episode of the Automated Lawyer Podcast, co-hosts John Fritz and Dan Schnurbusch introduce themselves and their law firms, emphasizing their commitment to incorporating technology and automation to improve client experiences.

They discuss their motivations for starting the podcast, which aims to share valuable insights on leveraging tech and AI in the legal space.

The conversation dives deep into their client journey processes, with each host outlining their firm's approach to automating client intake, managing data, and ensuring efficient case management.

They highlight the benefits of automation in reducing human error and improving response times.

The episode concludes with practical tech tips, including integrating e-signatures and exploring AI's potential in legal workflows. 0:00 The Automated Lawyer Podcast: Episode 1 - Client Journey Overview 00:15 Introduction and Hosts' Banter 00:49 Purpose of the Podcast 01:35 Introducing Dan Schnurbusch 02:59 Introducing John Fritz 03:32 The Importance of Technology in Law Firms 09:08 Client Experience and Tech Stack 18:34 Automating Client Onboarding 21:59 Challenges with Data Entry 22:59 Improving Client Communication 24:17 Automating Client Onboarding 25:21 Client Portal and Case Status 26:11 Streamlining Probate Processes 33:22 Post-Case Follow-Up Strategies 38:32 Tech Tips of the Week 42:25 Closing Remarks