In this episode, we cover Perplexity—what it is, how it works, and why it deserves attention from solo and small firm lawyers. Ernie explains how Perplexity differs from traditional Google research by using AI to search the live web, synthesize answers, and provide footnoted citations so lawyers can quickly verify the sources behind the response.

You'll also hear practical examples of how lawyers are using Perplexity to research opposing counsel, evaluate expert witnesses, get oriented in unfamiliar areas of law, and test assumptions with sourced answers. Whether you are new to AI research tools or already using ChatGPT, Claude, or Gemini, this episode gives you a clear foundation for understanding where Perplexity fits—and why the next episode's conversation with Richard Serpe will make much more sense.

Chapters

0:05 Perplexity Episode Overview
1:17 Smith AI Sponsor
2:49 Perplexity Basics
4:35 AI Landscape Comparison
6:27 Lawyer Use Cases
8:00 Paid Features
8:59 Perplexity Computer Preview
10:08 Inner Circle Invitation

• AI Lab (a weekly AI workshop for lawyers)
• LinkedIn post by attorney offering AI chatbot that protects privilege
• The Inner Circle (my online community for lawyers)
• The 80/20 Principle (my techlaw newsletter)

Follow and Review:

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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.

In this episode, we explore why a long-time ChatGPT user made the switch to Claude and what ultimately drove that decision. We break down how features like direct file access, structured project workflows, and custom skills are transforming the way lawyers handle complex, document-heavy work. You'll hear how AI can dramatically speed up tasks like course creation, improve writing quality, and act more like a true thinking partner. Whether you're new to AI or already using it in your practice, this episode highlights how choosing the right tool—and setting it up properly—can unlock a whole new level of productivity.

Chapters

0:05 Why I Switched AI Tools
1:10 Sponsor: Smith AI Overview
2:25 Claude Co-Work Feature
4:10 Building Courses With Claude
7:05 Training Claude & Turning Point
9:30 Skills Feature For Lawyers
12:10 Final Thoughts & Recommendation

Resource Links

• AI Lab (a weekly AI workshop for lawyers)
• LinkedIn post by attorney offering AI chatbot that protects privilege
• The Inner Circle (my online community for lawyers)
• The 80/20 Principle (my techlaw newsletter)

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.

In this episode, we explore how lawyers can adapt to rapid AI advancements by shifting from billable hours to outcome-based, flat-fee services. We'll discuss creating a better client journey, using AI to improve research efficiency, and offering privileged, flat-fee AI-driven legal searches as a way to stay relevant and attract clients.

Chapters

00:00 Breaking Free from the Billable Hour

05:04 The Shift Towards Client-Centric Outcomes

10:24 Leveraging AI for Legal Services

Resource Links

• LinkedIn post by attorney offering AI chatbot that protects privilege
• The Inner Circle (my online community for lawyers)
• The 80/20 Principle (my techlaw newsletter)

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.

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining professionalism and integrity.

Chapter Markers

0:00 Brooke's Legal Industry Background
1:09 Understanding Law Firms as Businesses
2:30 EOS and the Three Buckets
3:09 Becoming an EOS Implementer
6:06 The Six Pillars of EOS
10:04 Handling Toxic High Performers
13:50 Cash Flow Forecasting Basics
16:13 Six Key Numbers to Track
20:24 Owner Compensation & Firm Growth
23:13 Mindset Blocks Around Money
24:42 Hiring Smart vs. Cheap
27:24 Smart Outsourcing Strategies
29:33 Leveraging AI in Law Firms
31:16 EOS Implementation Resources

Resource Links

• ChatGPT Lab (a weekly AI workshop for lawyers)
• Apply to join the ChatGPT Lab
• The 80/20 Principle (my techlaw newsletter)
• 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.

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining professionalism and integrity.

Chapter Markers

0:00 The Rise of Frictionless Recording
1:00 AI Tools Enable Passive Recording
2:30 Why Lawyers Record Conversations
4:00 Legal Risks of AI Recordings
5:00 Biometric Privacy and AI Tools
6:30 Ethical and Client Trust Issues
7:20 Moral Implications of Covert Recording
8:30 Practical Recording Best Practices
9:45 Transparency, Sharing, and Final Thoughts

Resource Links

• ChatGPT Lab (a weekly AI workshop for lawyers)
• Apply to join the ChatGPT Lab
• The 80/20 Principle (my techlaw newsletter)
• 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.

In this episode, Ernie explains how the American Arbitration Association is now using AI to draft decisions, subject to human review. The discussion covers the importance of transparency, control, and human oversight in the arbitration process, as well as the potential for AI to improve access to justice by making dispute resolution faster and more cost-effective.

Key Takeaways

• AI is not about replacing humans but enhancing their capabilities.
• The American Arbitration Association is pioneering AI in legal disputes.
• AI can draft decisions, but humans retain final authority.
• Transparency and control are crucial in the arbitration process.
• Party validation ensures fairness and understanding in disputes.
• Governed AI operates within strict guidelines to ensure accuracy.
• The system learns from human edits to improve over time.
• Speed and cost savings are significant benefits of AI arbitration.
• AI can open doors to justice for underserved populations.
• This technology may signal a fundamental shift in legal processes.

Resource Links

• ChatGPT Lab (a weekly AI workshop for lawyers)
• Apply to join the ChatGPT Lab
• The 80/20 Principle (my techlaw newsletter)
• 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.