The Inner Circle

Outcomes

• Automate workflows to get more work done better and faster
• Outsource to offload important work that can't be automated
• Improve cybersecurity to protect valuable data
• Work remotely more easily to gain flexibility & freedom
• Use AI chatbots to work smarter with less strain

What's included?

• Twice-Monthly Live Zoom Calls

  Engage in live discussions covering essential topics such as automation, AI, online marketing, cybersecurity, and more. These sessions provide actionable insights to modernize your legal practice.

• Tech-Focused Posts

  Stay updated with weekly posts that deliver the latest tech insights and practical tips, enabling immediate improvements in your workflow and client services.

• Twice weekly AI Lab Zoom sessoins

  We meet twice a week to discuss how best to leverage AI to make law practice easier, more enjoyable, and more profitable.

Courses

ChatGPT for Lawyers

6 sections • 29 lessons

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Introduction

1.What This Course Is About

Getting Started With ChatGPT

1.What Is ChatGPT and Why Should Lawyers Care?

2.Which Plan Is Right for You?

3.The Interface — What Everything Does when you are.

4.Understanding the Different Models

5.Setting Up Your Profile and Custom Instructions

6.How ChatGPT Compares to Claude and NotebookLM

7.QUIZ: Mandatory Quiz

ChatGPT Essentials

1.How to Write Good Prompts

2.Using Custom GPTs

3.Uploading and Analyzing Documents

4.ChatGPT's Built-In Tools

5.Deep Research

6.What ChatGPT Can and Can't Do

7.QUIZ: Mandatory Quiz

ChatGPT for Legal Work

1.Drafting Client Communications

2.Summarizing and Reviewing Documents

3.Legal Research With ChatGPT

4.Building Reusable Custom GPTs for Your Practice

5.Using Code Interpreter for Legal Billing, Damages, and Data

6.QUIZ: Mandatory Quiz

Getting More Out of ChatGPT

1.Memory & Conversation History

2.Using Canvas for Document Editing

3.Voice Mode

4.ChatGPT's Image Generation

5.Integrating UsingChatGPT Alongside Claude & NotebookLM

6.Tips, Tricks, and Common Mistakes

7.QUIZ: Mandatory Quiz

Course Wrap Up

1.Congratulations & Next Steps

Claude.ai for Lawyers

8 sections • 38 lessons

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Introduction

1.What This Course Is About

Getting Started with Claude

1.Why use Claude vs. ChatGPT

2.Which Claude Plan is Best

3.Migrating from ChatGPT

4.How to Download your ChatGPT Data

5.What to do with your exported ChatGPT data?

6.Migrating Your Custom GPTs to Claude

Claude Essentials (the "daily driver" skills)

1.The Claude Interface — What Everything Does

2.How to Write Good Prompts (Without Overthinking It)

3.How to Use Projects to Organize Your Work

4.Uploading and Analyzing Documents

5.What Claude Can and Can't Do (Setting Realistic Expectations)

6.QUIZ: Mandatory Quiz

Claude for Legal Work

1.Drafting Client Communications

2.Summarizing and Reviewing Documents

3.Legal Research With Claude (and Why You Still Need to Verify Everything)

4.Building Reusable Templates and Systems

5.QUIZ: Mandatory Quiz

Getting More Out of Claude (intermediate skills)

1.Using Memory and Custom Instructions Effectively

2.Claude's Web Search — When and How to Use It

3.Connecting Claude to CourtListener — Free Case Law Research Inside Claude

4.Working With Long Documents (Making the Most of the Context Window)

5.When Claude Gets It Wrong — How to Course-Correct

6.Using the Desktop App and Cowork Mode

7.QUIZ: Mandatory Quiz

Using Claude Teams

1.Why Claude Teams (and How to Set It Up)

2.Shared Projects and Team Workflows

3.Security and Privacy on a Team Plan

4.QUIZ: Mandatory Quiz

Claude Skills

1.Introduction to Skills

2.What Skills Are (and Why They Matter Now)

3.How to Find and Use the Skills You Already Have

4.How to Build a Skill the Easy Way (Using skill-creator)

5.Writing a Skill Manually (For Full Control)

6.Updating, Maintaining, and Troubleshooting Your Skills

7.Sharing Skills Across Your Whole Firm (Team & Enterprise Plans)

8.QUIZ: Mandatory Quiz

Conclusion

1.Congratulations & Next Steps

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AI Notetaking Tools for Lawyers

5 sections • 15 lessons

View curriculum

Introduction

1.What This Course Is About

Understanding the Tools

1.The Two Types of AI Note-Takers — Bot vs. No-Bot

2.What Each Tool Actually Does

3.Privacy and Data — What Happens to Your Recordings

4.Recording Consent — What Lawyers Need to Know

5.QUIZ: Mandatory Quiz

Choosing and Using Your Tools

1.My Recommendation — A Physical Device Plus a Software Tool

2.Setting Up Your Tools — A Practical Walkthrough

3.Using AI Notes in Your Practice

4.QUIZ: Mandatory Quiz

Making Smart Decisions

1.Disclosure — What to Say and When to Say It

2.Common Questions and Concerns

3.Putting It All Together — Your Action Plan

4.QUIZ: Mandatory Quiz

Conclusion

1.Congratulations & Next Steps

Who is this for?

• Solo attorneys
• Owners of small law firms
• Lawyers starting a new firm