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The Chicago YouTube Accelerator is coming up and it's about actually getting it done. We've got our friends Jeff Hampton and Ryan Weber joining us to lead it because they're doing the thing. Ryan's biggest client, who happens to be his wife, is known as the real estate lawyer on YouTube and has over 95,000 subscribers. And Jeff's law firm, Channel Hampton Law, is sitting close to 600,000 subscribers. These aren't people guessing at YouTube. They're in it and they're laying out exactly what's working and, and how you can apply it to your firm. You'll dial in your niche, map out your content, script and film your first video, and build the backend so it actually turns into a system. We're in the last month before this event. If you want YouTube figured out this year, this is the place. Grab your ticket to the Chicago YouTube Accelerator at Maxflot events.com.
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This is Maximum Lawyer with your host, Tyson Mutrix. And welcome back to Maximum Lawyer. Today I'm going to be talking about really one thing, but it's based on multiple thoughts and conversations I've had over the last few weeks where I said a few weeks ago how we're only limited right now by our imagination, which is completely true. And so that has kind of led me off onto this journey, building something out for the firm that I'm super excited about. But it's, it's been a lot of work. But also I posted something in the association yesterday, it was either yesterday or the day before about how it really makes no sense right now where if the products that you're using are not rapidly updating and upgrading their system or if they're charging you for every single upgrade, you should get rid of them. You should completely get rid of them. Think about what you are spending right now and what, what you're actually getting out of it and do your own assessment. So what. What I did was I built. We did a. We had a failed launch. We. When it comes to our, our. We did. Done a bunch of updates to our case management system and it just, I talked about it before. It just failed. So secretly kind of what I've been doing, what I was doing was behind the scenes, I had even told Kashif, our cto. I went through and just completely built our own system. And what's really incredible about it is that it's exactly what we want. It is not a. With Zoho, it was kind of like we had what we had. We had to accept some things as being what they were. And then we had cobbled together using Zoho creator, we had built our own thing on top of it, which also had had its limitations. And the. For the most part with this system, we've overcome every one. There's only one that we've not overcome. And that's when it comes to something Amy wants is she wants to be able to deposit straight from the case management system into the bank. And that's just because there's limits on APIs and which is completely understandable when it comes to financial regulations and restrictions. But what I was going to. What I wanted to do today was kind of talk about what I've been able to build, show what I can without, because we've already migrated everything over. That's what's incredible too is I. I don't want to pick on any particular company, but I will tell you, when we moved into File that filevine originally the migration process took a really long time and I've talked to several firms and maybe it's gotten better. I don't know. I don't, I really don't know if it's gotten better or worse at this point. But it. From at least in past experience, it took a really long time. We were able to migrate everything in a matter of two or three days. And it was all just doing API calls. It was pretty. I wouldn't say simple. It was not simple, but it was much easier and it was much faster than really anything else I've ever done. So let me talk a little bit. I built out the dashboard I really wanted and like I said, I'm going to show you some of the things that I can that don't have client information in them. I'm going to show you this. This doesn't really show you everything really much. I have these all collapsed, but in my dashboard we've got. We've got our overview, which has all key numbers on the top of it. Task hub, which has specific. It's set up in a Kanban board style. We have our target list where this used to live in a separate spreadsheet. And then we'd have a. On our dashboard we had the settlement numbers. All of that is now all right here. It's boom, right here. Task reporting right here. And then cases activity. This section has any statute of limitations that are coming up. It has cases that are on hold, which is really cool. Whenever it's on hold, it turns the entire case red and you can't. The functionality is limited on it, which is intentional. That was by design and then also have every single thing that's going on with all the files. All of that is listed in activity too. Really cool. I wanted to show this to you. I can't open this up because it has. If I showed you the other view, it actually has a list view. But I did have. I kept this part open just to show you. It's kind of cool. It shows you any court appearances. It's statute limitations that are coming up and actually we do have. It is interesting because there's one that's coming up fairly soon and then another one that's shortly thereafter that we've. We've got to deal with these two. But it's. It's kind of nice. And then you see these three here, these three red dots. If you're watching those are all set your limitations. We have not. I've got to change the filter. So there's some that we've already filed that it doesn't. Should not be on here. But it also has court appearances, any. Any due filing dates for like deadlines and all that. That would come up on here too. It's. It's kind of a different visual though. So I wanted to show it's a different vis. How to look at different dates. So that was pretty cool. I can go ahead and show you the leads channel because this is. These are all fake leads. This is all dummy data because we've not launched this yet. The whole idea is to actually launch this by next week. But this is really cool where we got the set up in a Kanban board. You've got. With just a click of a button you can send the contract. We used to have to drag it when we were in Biggin for Zoho. We. We had to drag it over and just send. We had. We had a bunch of extra columns that we didn't need. But it's. It's pretty cool. You. You could drag it. We also have. You can. We have internal messaging. If you want to communicate directly with the lead, you can do that here. You've got, you know, estimated value of the case. It shows the contact status which is really, really cool that those were all done in columns before. Now we have all of that done inside of here. So this is, you know, for. It's for a micro intake. We get the basic information and then we try to get the contract sent out. So it's. It's. It's pretty nice. But then I'm gonna have to stop sharing because then it starts getting into the actual matters. But I am still Going to talk about it a little bit. So what was really awesome about this is that I told everyone, I said give me one wish list item. Like it's like the number one thing you, you that you'd want in a case management system was really kind of interesting. The, the initial responses were very boring and lame and is because the thinking they were in that thinking. We are limited in what we can do because of how we've always been limited in the past. It was really interesting how everyone had been trained mentally to say, oh there's these limits so I can't really have that. And so I had to, I did tell everybody no here I want you to really think like what is it? Like this is something. Anything you could have really anything you could have because. And that's where we got some really massive breakthroughs. Really just incredible update that made last night where we now have an AI assistant. This was something I was, I was texting with Jeremy Danielson about it. I was telling about it. But we have a. Just a built in chat assistant that's AI. Just imagine you have, we're using Gemini but imagine you have Cl Gemini just right there on your screen. It hovers and let me pull up a dummy case and then. So for anyone that is actually watching this, you can see what I'm talking about because this is really handy. So this is really cool. We've got this feature right here where it just, it just hovers. It's here. Or you can also access it up here in this little button, that little AI button. The AI emoji that you might recognize. And it's just a simple. You click it, it opens and you can have access. So you can see where I was testing it last night and it's. We're doing what's called, I'll show you kind of the back end. This even has the admin console. So it's got the back end. So the rag embedding backfill. So that's got to finish before I'll actually give it all the context it needs to actually do the, the, the actual work, answer the questions and everything. So let me, let me stop sharing and come back over into that, into that actual matter so that I can share with you again because otherwise I just can't reveal client information as you imagine. But so we got this AI field here something else. So someone had suggested, hey, I would love a chat feature where you can just chat about the case and I'll talk about chat in a second because like there's another part of this. That's pretty cool too. I think all of this is really, really cool. This is all just done basic imagination. So you start your first thread. So this is a test. Okay, Boom. And what can happen? Oh, I gotta put a title test thread. And what's great is boom. Now you can have, you can write a reply to it. Test reply. Boom. That's in there. So you can actually message about a specific ish matter. So this will stay in the chat. It's different from the notes section. Notes is different. And you can pin this or you can resolve it. So let's say this is a resolved issue. Now you now it's boom. You can hide it. So there's an ongoing conversation about something. That's the focus. Anything else that's been resolved, it's been resolved. It goes into a separate section that came from the team. That's something that came from the team. Trial mode. So this is it. This opens. So it opens a separate dashboard, takes you down. It. It gives you a different set of tasks and it tells you basically your progress on this case as to how, how ready you are for trial. Really, really handy. This is really cool. In my opinion. You can analyze readiness with AI. This is not going to do anything just because there's not. This is a fake case and there's no data in it. It's. You could if, for those of you watching it, say it's saying it's analyzing trial readiness. It's either going to say doesn't have enough data or you're not ready for trial because none of the tasks have been completed and there's no. There's not a lot of data in here. So analysis failed, no assessment return from AI. That's just because there's nothing, there's nothing in there. I don't even think we have the fake trial. Yeah, we have a fake trial data in there. But. So that, that was really cool. Conversation with Brooks Derek led us to do this. Where we've got. There's something called big data, small data. It's kind of circulates in the, in the personal injury world. But we can, we built this out with AI. You can create basically mock juries. You can do focus groups all inside of here, test those out in jury selection. We built this tool out. So this works. This part is really cool too. I think some of you might really like this one. But you can, you know, keep. Let's keep her. Let's, you know, let's strike him. Things like that. That's really good. And then we Also have case strategy. So we got. You got a juror, juror attitude map. You've got the safety rule violation. These are all just different themes and effectiveness. For, for. It's a matrix setup, which is really, really cool. And then you've got some AI strategic recommendations at the bottom here. So this is all really neat. This was, that was, that was based on conversation with Brooks Derek and it was really cool. It's something we were able to implement pretty quickly. This, this area right here, this party information button, that's something from the team. The team wanted where you just quickly identify the defendant in a case, the. The attorney and you can click on them and it'll actually show their contact information too, which is really neat. Doc Gen is built out here. So any document that you want access to, you can click it, generate it. Boom. It's just. So it's got that. That's something a little bit different than what I've seen in other, other platforms. You can communicate here. You can send text messages to the clients, email send faxes, you can send actual physical mail. This was also something that we had from the team. The team. We send physical mail. We don't print them out in the office like a lot of firms do. We use because we try to reduce how much we actually send out mail. So we built in this mail form configuration using the API where we can send a letter to clients directly inside of here, which is also really neat. I will see if I can show you in the mailroom some things. I just want to make sure it's. There's nothing in there. But mailroom is another part that I'm going to show you which is really, really cool. This. I wish there was more information in here so you could see, but this is actually. It's like a spider web where it shows you all of the different parties, the relation to different parties. It is really neat. This was also an idea from the team that. So that's where that one originated. Let me see what else is kind of cool. So you can kind of see, oh, our client check in calls. All of those are done here. Inside of this, our milestone calls, case reviews, emails. Directly inside of here we got our liability section. Oh, this part's really, really cool. So weather data. This is whenever a file is opened, weather data will automatically go into the file. But. But we built something else into it too. So let's say the data is not in here. Let's say that we. When this was open, there was no weather data. You can fetch the weather data. Let's say this was just 65203 Fetch the weather data for the date of the incident and it automatically will grab the weather. And you can apply it to the case which is super cool. You can also order through noaa you can order a certified copy of the. Of the weather report which we. That's something we can use in litigation. That part is also extremely helpful. That was definitely on the wish list negotiation. You got this waterfall chart that shows offers negotiations. This is for like the settlement calculator. Just quick for quick math is what this one's for because we do some more advanced things here. So this is for our reductions team. But for settlements he's got this settlement questionnaire. But then you have the settlement calculator that. That actually configures the settlement based on the Missouri Missouri lean statute. And you have this little checklist to tell just to make sure that everything is done properly. Really really handy. We have the BPN which is. This is a way. This is the Buffet paradigm number that we use to come up with the. The really an objective number that what we think the case is worth. So we plug in these numbers and it spits out a number. If the offer is above the Buffett number, our advice is to accept it. If it's below our advice is to try the case. Then we have this little proved by attorney and it actually has the time stamp there you can see which is really really handy. See if there's anything else that has super cool in this area. There's lots of cool things that are in this area. So the matter activity you actually have notes, text, system log. So everything in the system, everything that's done on this, it'll actually show inside of the. And I'm not. I mean I'm talking everything. So that's why we call it. I mean it's a system log. So it actually has everything which is really really handy. So I'm going to stop sharing and then I'm going to go into the mail room and show you what I can show you. So let's see. Just make sure there's no client names on any of these things. Okay, very good. All right. So we are good to share this because we are. We've got real data in it now and we gotta make sure that it's good to share. Okay. So you actually click on these faxes. I can't show you the faxes because these are real settlement releases that I faxed into the. Into this mailbox just to make sure it worked properly. But you can Click in this role, this view button here to view it. You can download it. Really awesome communications. You can text email. This is like the more generic inbox. So you can actually send text and receive text. This is where this is the part one double check. So Earth class mail. It's showing some old data because we had it pulling the old data intentionally. It will not because we've already deleted those. You're not able to see the actual physical document. But we use Earth class mail. So mail comes in and we can actually view the scan whenever it's not an old one that's been deleted and archived. You can archive it, you can move it, you can ship it to. You can actually have it shipped here. See this one's already. You can see it's already been shredded, it's been scanned. Shredded actually shows us all this information. It's just incredible that we can send that or see that inside of our system and we can actually move it to a file which is. That's the move to matter said mail. This is mail form again you can set it from inside of. Inside of the system. The manual mailbox. Okay. Some other things I can't show you. Oh this one I can show you. So this is actual AI usage analytics. So this is not been hooked up yet just because we're not officially running on this system yet. Which is. This will be really simple for Kashif. Just turn it on and then we'll actually be able to see. Okay. What's this actually costing us from an AI usage standpoint for the firm. That way we can help monitor that and keep the cost regulated. This part is I think really awesome. You have all the stuff is you got to. I don't have to go into Bolt to have it fixed. I. It's just a matter of just going into the admin portal and fixing things. So statute limitations rules. This has a statute of limitations for every state based on their statute. Was excellent. Super, super cool. I can, you know manage my. The task management pick list, the different templates, the actual task flow editor manage. I can manage the users different integrations. Just really helpful. Got the reporting here. Can't show you that. Cannot show you the contacts because it actually has all the contacts. What I can show you is this is the chat feature that is going to replace Click, which is what we use instead of Slack. But this is a full. Will be a full built out chat feature which we can. We can actually. I'll show you text. Amy and I were just texting each other just to test it out just to make sure it works and so you can see test, test, test. So this is a test. Oh, test spelled that wrong. But you. It's. You've got instant messaging built in directly into the system itself. But really. And I, my. I think what I'll probably do is tell you how I develop this because that's kind of what I wanted to do today but I'll probably have to do that next week because I want to go through what the process was like because much of the legwork had already been done. I couldn't have done. This was all done in about three weeks and it's. I mean fully operational. It's. I mean it's ready to go. As soon as we flip the switch it's com. It's completely ready to go. The legwork was done when we were building out the old case management system. That's. It was all done and ready to go. So that's. I was able to take all of my wish lists from before and build those in and then I went back to the team said hey, I need give me like your number one thing. Which was what I already talked about and was able to do what I just showed you it is way better than any case management system I've ever had. It is the. The setup is way better. And it was a matter of really using a combination of Claude, Cowork and Bolt and having those two work together. Me giving a prompt to Claude Claude, then planning it out and then building out really detailed prompts which then launch into Bolt and then Bolt and build it out and there's lots of tweaks that we used throughout just. And sometimes you'd have little things that break and you'd have to go back and fix it. That part can get kind of frustrating. But we really minimize that by using the combination of cowork and bulk. Really incredible. And I'll talk more about. Get more into the process next week but I, I wanted to show people kind of what is possible and I, I even think that. I mean what I showed you is not. It's not even close to where it's going to be. It is not even remotely close. I haven't even shown you the case tracker and how the automations work and how a lot of the AI works when it, when it comes to being built into it. I haven't even shown you that stuff and that's. I think that's the. Probably the more exciting stuff but at least kind of dipping the toe in the water to show you this stuff. I think it's pretty cool. But that's all I have for you this week. Hopefully you enjoyed this. I know that if you were listening to this, I'm sorry, it probably wasn't as good for you. But those of you in the association that are watching this or if you're watching us on YouTube, hopefully you got something from this. But that's all I have from you this week. Make sure you check out beccaslist co go to maxlawcon.com for Max Lawcon tickets. Those are on sale. It's really important that you get those now because the window closes again. So make sure you get those now because I can't stress it enough, people were messaging me last time, hey, I didn't get the tickets in time. The window closes, okay? So make sure you get the get those tickets on.com we will see you in Atlanta. See everybody.
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Max.com is this October in Atlanta and Early Bird tickets are live right now. And if you've ever wondered what we actually cover at this event, it's nearly everything that goes into the business of running a law firm. Because at this level, it's about putting all the pieces together the right way. If you've got a vision for your firm that's bigger or just better, better systems, more organized, more profitable, or more self sufficient, this is the room that helps you make those shifts and build momentum in the right direction. Go to maxlcon.com and grab your ticket.