This morning, two colleagues asked me about what AI tools I use. It made me realize I talk about AI constantly but don’t always say outright: I teach this stuff.
So let me say it clearly. I provide AI training and consulting for lawyers and law firms, and I help people actually implement AI, not just understand it in theory.
The AI Tools I Use
Here’s what I use personally: I started with ChatGPT but moved to Claude a while ago. Claude can simply do more, and the documents and PowerPoints it creates are formatted beautifully. ChatGPT only would create very simple, black and white PowerPoints, and I use AI for PowerPoints a lot, so that matters to me. It is important to remember that Claude still makes all the mistakes of any AI, including hallucinations, fabrications, reassurance loops, failure to summarize properly, so you must watch it just as closely. But right now, it has the better model.
I also pay for Copilot, and I recently started using Copilot Studio for agentic AI. The security of Copilot makes me much more comfortable entering confidential data or using it as an agent, to, for example, pull data from an intake form into a system. The enterprise nature of the tool is one of the aspects that makes it safer for attorneys, especially solo smalls who generally don’t have the resources to get the enterprise versions of the consumer tools and therefore don’t have the privacy protection necessary to use them for confidential client data.
Beyond those two, I still use tools including Gemini, Notebook LM, Perplexity, and Lexis+ AI for legal research and drafting. Keep in mind, these tools change rapidly. It is important to watch and be prepared to move around depending on your needs. Different tools serve different purposes.
What My AI Training Looks Like
Every engagement I do is wholly unique to the lawyer or firm. I start by asking about your needs, what you’re doing now, what you want to do, what concerns you. From there I create a proposal that often includes additional recommendations based on what I’m hearing. You have the opportunity to comment and shape it so we make sure we actually meet your needs. No two proposals or trainings are the same. Depending on the size of your firm, I may survey your staff to find out their pain points and friction that makes it hard for them to complete their work.
I cover AI tools and how to use them effectively in legal practice, AI ethics and professional responsibility, risk mitigation, cybersecurity, and implementation, including agentic AI in Microsoft Copilot Studio.
If you’re interested in talking about training for yourself or your firm, reach out using my contact form. You can also find a lot of what I write about these issues, along with resources like an AI policy template and a context window handoff checklist, on this website.