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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water
ChatGPT and similar adaptive Artificial Intelligence (AI) technologies have the potential to change the way we work forever.
While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours. By streamlining tasks, including marketing and client communications (which any lawyer knows can take up more time than expected), law firms that leverage AI can increase their profitability and productivity.
Understandably, many law firms are cautious about utilizing ChatGPT and other AI tools. It is an emerging technology, and lawyers have a duty to protect their firms and clients from risks related to AI, such as security and client confidentiality problems.
But law firms don’t have to choose between AI—with its many potential benefits—and security.
7 ways to use ChatGPT to increase your law firm’s productivity
For companies that understand how to employ ChatGPT responsibly, there are valuable use cases that can improve your team’s productivity, especially as it relates to client communications and marketing outreach.
1. Draft client intake document templates
There are so many communications associated with client intake, from the initial emails to welcome documents, explanations of your fee structure, and answering questions.
Save your team hours of work by using ChatGPT to generate the rough draft of any anticipated client intake documents, like onboarding materials, service agreements, and FAQs.
Client intake prompts:
- Draft a welcome letter for a new client who is signing with my personal injury law firm. Include the following information and make the tone _____ (warm, professional, direct, etc.)
- Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information
- Scan this document, find any instance of _____, and replace it with an empty field to be filled in
2. Create email drafts
Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time. Speed up the process by using ChatGPT to create email rough drafts that you just have to edit for accuracy and to reflect your law firm’s brand.
Email draft prompts:
- Draft a series of 3 emails, each less than 300 words, politely reminding a client of the upcoming deadline for _____, to be set for the day prior, the week prior, and two weeks prior to the deadline
- Draft an email for individuals who have filled out an interest form on our website but have yet to schedule a consultation with our firm and encourage them to schedule one
3. Reach out to clients on special occasions in seconds
You want your clients to feel valued by your firm. Remind them that you care by sending notes on their birthdays, the anniversary of when they signed with your firm, or any appropriate holidays.
Client outreach prompts:
- Draft a note of less than 300 words thanking a client for retaining our firm one year ago today. Make the tone _____ (friendly, chatty, professional, etc.)
- Create an email to wish clients a happy holiday from our law firm, and include the following information regarding office closures: _____
Streamline Cash Flows and Get Paid Faster with Rocket Matter Pay
Law firms have plenty of good reasons to offer online credit card processing:
- Faster, more reliable payments
- Less administrative time spent processing checks and reconciling books
- Offering clients the payment options they actually prefer
- But why have so many firms chosen not to take advantage of all the benefits of credit card processing?
4. Generate ideas for social media posts
Marketing is an important part of generating client leads, but keeping up with social media can be exhausting. Use ChatGPT to brainstorm ideas for content on your platform of choice to find the topics that will work for your team.
Social media prompts:
- Create a list of 10 LinkedIn post ideas for a mass tort firm that specializes in ______
- Brainstorm 20 post ideas for our CEO’s personal LinkedIn page to position them as a thought leader on California divorce law
- Create a LinkedIn post on how my business law firm is accepting new clients
5. Brainstorm dozens of ideas for your blog
Your website’s blog is a place to showcase your knowledge on practice areas, and it helps potential leads get to know your firm and whether you’re a good fit for their needs. It can also improve SEO for your website.
But staring down an empty page when you need to write a blog draft can be intimidating. Eliminate writer's block forever by using ChatGPT to generate prompts.
Blog prompts:
- Generate 10 blog ideas for a personal injury law firm based on common questions people have for personal injury attorneys
- Create outlines for the blog ideas above, with a title and three sections
- Create a conversational 500-word blog post that gives advice for women navigating child custody mediation in New Jersey
6. Identify FAQs to position your firm as an authority
Even if you have lots of ideas for your own social media or blog posts, it can be tricky to anticipate all the questions your clients might have about your services and legal concerns.
Use ChatGPT to draft responses to common questions so clients view your law firm as a trustworthy authority and the answer to all their needs by well-positioned FAQ sections on your law firm’s website.
Content prompts:
- Create FAQs to answer common questions small businesses have about contracts
- List FAQs based on common questions about living trusts and estate planning for California residents
7. Prep for your meetings
Preparing for a meeting is often more time-consuming than the meeting itself. Streamline your preparation with ChatGPT and let the technology handle some of the work for you.
Meeting prep prompts:
- Draft an agenda with the following items…
- Create a friendly email reminder about a meeting happening in two days and the following items that attendees need to review…
- Summarize the attached document in 200 words or less
Note that you may run into input limits when attempting to summarize very large files and plan accordingly.
Safeguard your law firm: Remember to check for accuracy
ChatGPT can do a lot, but at the moment, it can’t access anything published on the internet after September 2021, and it can’t browse specific sources.
This means that, currently, the model can’t retrieve information from proprietary databases, subscription-based content, or other online resources in real time. So for topical matters, generated output may not include the most up-to-date information.
Similarly, remember that ChatGPT is based on public information online, and as most attorneys will know, not every piece of legal advice on the internet is correct.
Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.
Rocket Matter + ChatGPT = less risk, greater efficiency
Rocket Matter’s ChatGPT integration works within practice management software to bring legal teams all the benefits of ChatGPT without added security risks, allowing you to streamline things while protecting your firm from liability.
Using ChatGPT through Rocket Matter’s platform instead of the OpenAI website keeps your sensitive data safe. This is because you’ll be using the tool with a business license, which prevents the model from using customer-submitted data via their API to train their models or improve their services.
Less risk, greater profitability—it’s the best of both worlds. Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter.
Streamline Cash Flows and Get Paid Faster with Rocket Matter Pay
Law firms have plenty of good reasons to offer online credit card processing:
- Faster, more reliable payments
- Less administrative time spent processing checks and reconciling books
- Offering clients the payment options they actually prefer
- But why have so many firms chosen not to take advantage of all the benefits of credit card processing?
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