As AI tools become more prevalent in law practice, how do we keep our client data secure? In this episode, we address the biggest risks lawyers face and how to navigate them without losing the benefits of tools like ChatGPT.

You’ll hear the latest insights from a consensus group of 30 legal pros, including what paid AI tools to trust, how to enable privacy settings, and why redacting sensitive info (and getting client consent) is non-negotiable. Plus, a behind-the-scenes look at the ChatGPT Lab—your go-to hub for safe, effective AI use in law.

General Resources

• OpenAI's FAQs on Memory Handling
• Carolyn Elefant's AI 'Teach-In' for Lawyers (get recordings here)

Other Resources

• ChatGPT Lab (a weekly AI workshop for lawyers)
• Apply to join the ChatGPT Lab

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Too many lawyers focus only on digital marketing and overlook one of the most effective ways to reach clients: direct mail. In this episode, you'll hear from Wilson Zehr, the creator of ZairMail, about why direct mail remains effective and how his platform makes it as simple as sending an email. Wilson breaks down the costs, strategies, and formats that help lawyers connect with their ideal clients through the mailbox.

General Resources

• Zair Mail
• Wilson Zehr's LinkedIn Profile

Other Resources

• ChatGPT Lab (a weekly AI workshop for lawyers)
• Apply to join the ChatGPT Lab

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

How can a solo personal injury lawyer run a leaner, more profitable practice without sacrificing client service? Lee Rudin, a New Orleans-based attorney, shares the tech stack and outsourcing strategies that help him do exactly that.

In this episode, you'll discover:

• The tools Lee swears by—like Text Expander, Demands AI, and File Vine—and how they save him hours every week

• How virtual assistants fit into his system and boost efficiency

• His approach to marketing with short-form video and social media to attract ideal clients

Whether you're drowning in admin work or looking to future-proof your firm, Lee’s approach offers a real-world blueprint for using tech to scale smartly.

General Resources

• Lee's Website: https://getrude.com

• Lee's Phone #: 833-GET-RUDE (toll-free number)

• Follow @GetRudeLaw on: Instagram, TikTok, YouTube

Other Resources

• ChatGPT Lab (learn about this weekly workshop)
• Apply to join the ChatGPT Lab (get the most out of your subscription)

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

The best way for lawyers to master AI is to deep on just one tool: ChatGPT. In this episode, you’ll learn practical tips for using it in your practice, why the paid version is worth it, and how to get the most out of it.

You’ll also learn about the new ChatGPT Lab, a hands-on training program to help solo/small firm lawyers who want weekly guidance on using AI in their practice.

General Resources

• Sign up for ChatGPT (get the $20/month version for maximum utiliity)
• ChatGPT Lab (learn about the weekly coaching program)
• Apply to join the ChatGPT Lab (get the most out your subscription)

Other Resources

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Wisper Flow is a no-fuss AI-powered dictation tool that helps you put words into documents or emails three times faster than typing. Because it's powered by AI, it can pick up your style and get better over time.

Also, it works fabulously with apps like ChatGPT and Perplexity. In this episode, you'll learn exactly how it can streamline your workflows and free your mind for higher-level work.

Resource links

• Wisper Flow (special discount link)

Other Resources

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Discover how legal research giants like LexisNexis and Westlaw are being disrupted by low cost AI tools like ChatGPT. Smart solo lawyers are ignoring overpriced AI tools favored by BigLaw in favor of cheaper, more innovative options.

Listen to find out which AI-powered legal research options that deliver speed, savings, and simplicity without bloated price tags.

Resources from this Episode

• Carolyn Elefant's LinkedIn Post
• ChatGPT
• Google NotebookLM
• Midpage
• Westlaw
• LexisNexis
• CoCounsel (Thomson Reuters / Casetext AI assistant)
• Fastcase
• Vincent AI (Fastcase’s AI research tool)
• Clearbrief
• Microsoft 365 Copilot

Other Resources

• The 80/20 Principle (my techlaw newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (my online community for lawyers)

Follow and Review:

I’d love for you to follow me if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.