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When AI is running where and when you need it, tasks become easier, faster, & even more human
Consider the use-case of a CaseyAI powered recommended response to an incoming message
CaseyAI is the staff member who helps all other staff members. CaseyAI is always working, 24x7, and never takes sick leave or vacation.
“We are a client-centered & results oriented, full-service law firm and Case Status has helped us to modernize this approach to make it more scalable. Case Status is our 5-star client engagement app which allows us to meet our clients where they are: on the go.”
"Case Status AI, akin to resistance bands for chin-ups, revolutionizes client engagement by doing the heavy lifting and empowering faster workflows."
CaseyAI continually trains on your law firm's data, enhancing responses daily with insights from messages, communications, website content, and team feedback. Seamlessly integrated into your workflow, CaseyAI predicts the optimal client message response, boosting quality, response speed, and efficiency.
Detailed responses convey thoroughness, enhancing client engagement and perception of your legal team.
Imagine hiring a staff member to your firm that could speak 138 different languages. It may seem impossible, but that is exactly what CaseyAI brings to the table. You can configure each client with their preferred language and CaseyAI does the rest.
Whether you are sending a 1:1 message or a bulk message, or looking at a message thread months after it was sent, CaseyAI gives you instantaneous translation right in the messages UX.
Coming Soon!
What if you could predict client sentiment before you ever asked for sentiment feedback? What if their engagement score could give you insight into how you needed to engage next? CaseyAI builds on the Client Feedback Tracker feature by using meaningful engagement data to deduce how a client is trending: happy, unhappy or somewhere in between.
With this information, your team can be proactive in engagement to disrupt unfavorable behavior or to double down on happy clients.
“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”
“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”
“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”
If you haven’t heard, artificial intelligence is taking over the world. That may sound like an exaggeration, but the truth is that no technology has been so disruptive to the fabric of society since the internet, and certainly nothing has brought as much rapid innovation and transformation to the legal field as AI for lawyers.
Today’s AI legal apps are powering firms large and small, making it easier for professionals to serve their clients while reducing stress, lowering operating costs, and improving accuracy and efficiency across the board.
Legal AI tools can seem intimidating at first; many firms have struggled to adopt the latest advancements due to the often steep learning curves and high costs. But AI tools overcome both barriers easily thanks to their innate ease-of-use and subscription-based models.
By adopting legal AI into your practice, you can overcome your greatest challenges through customized solutions that don’t take hours to develop. This leaves you with a more efficient, easier practice that delivers outstanding results to your clients.
The Role of AI in Legal Practices
Is there a legal AI tool? It’s a question inevitably posed by lawyers after hearing about the capabilities of OpenAI’s ChatGPT. The generative AI model was most people’s first introduction to the technology, which had previously been relegated to the realms of science fiction.
AI for lawyers is far more than just a tool for generating text; it can trigger automated workflows, perform research, update documents, retrieve information in seconds, and serve as a virtual legal assistant that helps your firm run better and faster.
Let’s address three of top questions about legal AI to better understand the current state of the technology and its capabilities:
• Can AI write legal documents? Yes, document generation and legal template writing can help law firms perform their duties more efficiently. More importantly, AI trained for legal work can also help review contracts, ensure compliance, and identity and insert missing clauses.
• Can ChatGPT generate legal documents? ChatGPT can produce generic legal templates, but it is important to know that it has not been trained specifically for legal work. ChatGPT draws collectively from the internet, meaning it can produce inaccurate information at a much higher rate than legal AI tools. What it is a great free AI, ChatGPT is not a reliable legal AI assistant like tools specifically designed to help lawyers.
• Can AI generate legal documents? Legal AI can generate templates for contracts and legal memos, but it is important to note that a lawyer should still carefully review them before they are finalized. This is part of your due diligence to ensure that any contracts you write for clients are ethnically written and legally valid.
AI Applications in Legal Research and Writing
How is AI used in legal? Legal research and legal writing are the two most common ways generative AI is impacting the field. The ability to generate documents and contracts, agreements, and even individual clauses has revolutionized the way lawyers work. Most importantly, it reduces extensive time invested in writing documents and allows lawyers to dedicate their days to serving their clients and offering legal counsel.
Tools are still being developed today that are slated to be the most advanced the industry has ever seen. What Is the Best AI to Summarize Legal Documents? There are certain AIs that allow you to summarize lengthy articles and technical papers in minutes. You can easily pinpoint specific parts of the text for more detail as well. This spares you hours of pouring through pages.
AI Legal Assistants in Practice
Legal assistants vary in scope, but the majority of them are all capable of providing assistance through automation. Case management has been simplified through AI thanks to data analysis, predictive analytics, collaborative tools like real-time document sharing and editing, and client communication software.
Currently, AI legal assistants are not designed to replace the role of a lawyer in practice. Instead, they optimize workflows to boost efficiency by reducing the amount of time humans spend on repetitive tasks. This allows you to dedicate more time and talent to engaging with clients and offering legal advice, preparing arguments, and building your firm.
AI for Case Status Management
Case status management has been a challenge for firms who are often flooded with inbound calls and emails. Clients understandably want to know how their case is proceeding, but the need to routinely offer updates only delays results.
Thanks to Case Status, clients can find what they’re looking for without needing to call your firm. Custom timelines and real-time updates, automatic reminders, and in-app messaging have simplified and enhanced the way lawyers communicate with their clients.
Legal AI tools are now spanning beyond the firm to include new features that make legal services more accessible for clients. In the past, people were limited to phone calls at their lawyer’s convenience. Email helps somewhat, but they can feel impersonal or overlook details that only leads to more calls and frustration.
Thanks to the suite of innovative legal AI tools coming out, client communication is becoming more personalized. Timelines, updates, and on-demand access to information leaves the client feeling like they’re supported at all times. Case status tracking has evolved from an administrative duty to a collaborative process.
Practical Applications and Case Studies
AI legal apps will predominantly be used for technology-assisted review (TAR), that helps lawyers discover relevant information faster and reduces the risk of oversights that could be detrimental to a desired outcome.
Automated searches will also help lawyers perform research faster and more effectively. At the same time, contract review, proofreading, and document organization tools will streamline workflows and help cases progress faster without increasing the risk of error.
Law firms that have incorporated Case Status into their practice can reduce calls and emails by up to 50%. This highlights the trend of AI in law going forward — enhanced efficiency and reduced burdens on firms that lead to improved service.
Challenges and Ethical Considerations
Legal AI is not currently regulated by any government body, which means the risk of error is still high. Lawyers must perform due diligence and stay mindful of the risks associated with artificial intelligence in their practice. This means thoroughly reviewing documents and summaries produced by AI, and using their best judgment when using AI to perform any duties that impact their clients.
Bias Risk
A primary concern about AI in law is the potential of biases in AI algorithms. Because AI is trained on human-made data, this inevitably raises the risk of predominant biases emerging in the results AI produces. To mitigate the risk of discrimination or unfair outcomes, lawyers have to be conscientious about the results and how they interpret them before applying them to a cause.
Privacy Concerns
Since most legal AI require access to sensitive and confidential information, concerns arise over whether this could impact a client’s well-being or jeopardize the privacy of a case. Professionals have to be mindful of an app’s privacy policy and terms of conditions to ensure that their clients’ data will be securely stored and handled. Always ask a developer, “Where is my data being stored, and who has access to it?”
You must also disclose information to your clients about where their information will be stored, who may be able to access it, how this data can be retrieved, and how this data may be handled in the future. How long will a third-party have access to it, and what identifying information could be at risk of being shared without their consent? Make sure you have complete confidence in the safety and security of an AI before incorporating it into your practice.
Accuracy
Like the humans it has been trained on, AI is not perfect. A 99% accuracy rate still leaves 1% risk for mistakes, and in law, you need 100% certainty when producing documents and contracts. Lawyers must take the time to verify the validity and accuracy of any document that is produced by Ai in any capacity. Ensure that any document you write with AI meets legal standards and relevant laws.
Future Directions
Legal apps will continue to evolve over time, and the best thing lawyers can do is stay on top of the latest news and innovations. As apps become more advanced, clients will gain more access to legal services that enhance the lawyer-client relationship. The emergence of client-centered legal AI is something that law firms should pay especially close attention to. Being able to enhance client satisfaction without increasing demand on the firm will have transformative results on firms of all sizes.
Case Status now introduces a new feature, called CaseyAI, into its software to help streamline conversations. The AI will generate response recommendations based on the case and client, allowing lawyers and their supporting staff the ability to answer questions and concerns in a more timely manner while reducing the risk of misunderstandings.
Conclusion
The transformational value of AI in law cannot be overlooked. With more technologies emerging every year, the potential for firms to revolutionize their practices grows. Opportunity is immense, especially in the realm of AI-assisted case management. Automated workflows, virtual assistance, document generation, and legal research tools will only continue to evolve as machine learning, natural learning processing, and other AI technologies become more sophisticated.
With more advanced technology and increased accessibility, more cost-effective legal solutions will also emerge. This will allow smaller firms that were previously unable to afford the latest innovations to modernize and grow with confidence.
Try Case Status Today
Ready to revolutionize client communication? Enhance your client service while reducing inbound calls. Give your clients access at their fingertips with our firm-branded mobile client portal. Click here to learn more about CaseyAI.
