AI That Works for Your Firm: Customize GPTs for Marketing, Intake & Cases

Generative AI waits for instructions. Custom GPTs built for your firm take action proactively.

Ever spent more time guiding AI than actually getting work done? You prompt, it guesses, you correct… over and over.

Custom GPTs flip the script: you train them on your firm’s playbooks, templates, set clear goals, and they take action—reducing the need for constant direction.

Whether this sounds exciting or a little intimidating, it marks a shift from tools that wait for instructions to systems that actually get things done for your firm.

In this CLE-eligible* webinar, we will explore how to:

• Train custom GPTs on your firm’s playbooks for precise, compliant outputs.
• Explore Intake GPT, Settlement Maximizer GPT, and Marketing GPT—tools that will exceed your expectations for what AI can do.
• Follow a plug-and-play blueprint using your firm’s data and policies to launch immediately.

Bonus: See Clio’s AI-powered legal software  in action and learn how we help firms deliver fast, accurate results while maintaining bank-level security.

Duration: 60-minute CLE followed by 30-minute demo 

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!