Category: AI Adoption

6 Tips for Copilot

1. Using Mnemonic Devices for Better Prompting

Using mnemonic devices like ICE (Intent, Context, Example), RISEN (Role, Instructions, Steps, End Goal, Narrowing), or COSTAR (Context, Objective, Structure, Tone, Audience, Result) can help you craft effective prompts. They remind you to include essential elements, making your prompts clear and comprehensive:

ICE:

  • Intent: Clearly state what you want to achieve.
  • Context: Provide background information to set the stage.
  • Example: Give an example to guide the AI.

RISEN:

  • Role: Assign a role to the AI.
  • Instructions: Be specific in your instructions.
  • Steps: Outline the steps to follow.
  • End Goal: State the desired outcome.
  • Narrowing: Provide constraints to focus the response.

COSTAR:

  • Context: Provide the background information.
  • Objective: Specify what you want to achieve.
  • Structure: Define how the information should be presented.
  • Tone: Dictate the manner the response should be delivered.
  • Audience: Specify who the response is intended for.
  • Result: State the expected result.

These frameworks help ensure your prompts are clear, comprehensive, and effective, leading to more accurate and relevant responses from #Copilot and other GenAI tools on the first try, reducing the need for multiple iterations.

2. Zero-shot vs. Prompt-stacking vs. Prompt-chaining

There are many prompting techniques you  can use to improve the responses from #Copilot and other GenAI tools—these are the three I use  daily. Knowing when to use zero-shot, prompt-stacking, or prompt-chaining will absolutely enhance  your AI interactions. 

Zero-shot involves giving the AI a task without any prior examples, ideal for straightforward queries. 

Prompt-stacking combines multiple prompts into one to refine the AI’s response, useful for  complex tasks. Prompt-chaining links several prompts in a sequence to handle complex tasks in  stages. Each prompt builds on the output of the previous one, allowing for a more detailed and  refined response. This method is particularly useful for larger tasks that require step-by-step  instructions or multi-layered analysis. For example: 

  • Step 1 Prompt: “Summarize the key facts of the case Smith v. Texas using bullet points.” 
  • Step 2 Prompt (using Step 1 output): “Identify the main legal issues presented in the case  Smith v. Texas.” 
  • Step 3 Prompt: “Provide a detailed analysis of the court’s decision in Smith v. Texas,  including the reasoning behind the ruling.” 
  • Step 4 Prompt: “Draft a conclusion summarizing the implications of the court’s decision in  Smith v. Texas for future cases.” 
The Benefits of Prompt Chaining
  • Improved Accuracy: By breaking down a complex task into smaller, manageable steps,  prompt chaining helps ensure that each part of the task is addressed accurately. This reduces  the risk of errors and enhances the overall quality of the response. 
  • Enhanced Clarity: Prompt chaining allows for a more structured approach to problem solving. Each step can be clearly defined and executed, making it easier to follow the logic  and reasoning behind the AI’s response. 
  • Flexibility: This technique provides the flexibility to adjust and refine each step based on the  output of the previous one. If a particular step needs more detail or a different approach, it  can be modified without affecting the entire process. 
  • Efficiency: By handling tasks in stages, prompt chaining can save time and effort. It allows  for a more efficient workflow, as each step can be completed and validated before moving  on to the next.
  • Scalability: Prompt chaining is scalable and can be applied to a wide range of tasks, from  simple queries to complex projects. It is particularly useful for tasks that require a high level  of detail and precision. 

Choosing the right prompt for the job is just another aspect of learning how to get the most from  #Copilot and other GenAI tools. 

3. Talk to AI Like a Human

When interacting with #Copilot and other GenAI tools, treat it like a  conversation with a human, not a Google search. Be polite and clear in your requests.  

Example:

Imagine you need to draft a non-disclosure agreement (NDA) for a new business  partnership. Instead of typing “NDA template,” you could say, “Hi, I need to draft a non-disclosure  agreement for a new business partnership. Can you help me create a template that includes clauses  for confidentiality, duration, and mutual obligations? Thank you!” 

By providing context and being polite, you make it easier for the AI to understand your specific  requirements and deliver a more tailored response. This approach not only improves the accuracy of  the output but also makes the interaction more pleasant and efficient. 

Statistics on Politeness: Research has shown that being polite to AI can lead to better responses. A  study conducted by Future Publishing revealed that more than 55% of respondents consistently use  polite language when interacting with AI, up from 49% in the previous survey[1]. 

Additionally, a report from TechRadar highlighted an experiment where polite interactions with  ChatGPT resulted in higher quality responses[2]. The study found that politeness encourages the AI  to provide more thoughtful and accurate answers, creating a positive feedback loop where users  continue to be polite, leading to even better responses over time. 

References 

[1] Tom’s Guide: New survey reveals how polite we are to AI assistants ahead of new …

[2] TechRadar: The Impact of Politeness on ChatGPT Responses

4. Validate Information

Always validate the information provided by #Copilot and other GenAI tools.  There have been instances where lawyers cited fake case law due to relying solely on AI-generated  content. Remember, if it’s wrong to do something without AI, it’s wrong to do it with AI. Double check facts and sources to maintain your credibility and avoid potential pitfalls.

Examples of AI-Generated Errors: 

  1. Mata v. Avianca, Inc. (2023): Lawyers cited six non-existent cases generated by ChatGPT.  The court fined them $5,000 and required them to send letters to six judges who were falsely  identified as the authors of the fake opinions[1]. 
  2. Monk v. Goodyear Tire & Rubber Co. (2024): Lawyer cited two non-existent cases and  multiple fake quotations. He was sanctioned $2,000 and required to take Continuing Legal  Education (CLE) on AI[1]. 
  3. Wadsworth v. Walmart (2025): Lawyer cited eight non-existent cases. The fine is pending,  the lawyer was replaced by his supervisor, and the firm paid opposing counsel’s fees and  expenses for the court filing[1]. 

While the monetary sanctions might not be steep, the hit to one’s reputation is. Relying solely on AI generated content without verification has consequences. Always cross-check facts and sources to  ensure accuracy and maintain credibility.

5. Use AI as a Content Accelerator

Think of #Copilot and other GenAI tools as a content accelerator,  not a finished product generator. It can help you brainstorm ideas, draft content, and refine your  writing, but always review and edit the output. This ensures the final product aligns with your voice  and meets your standards. 

Benefits of Using AI as a Content Accelerator: 

  1. Idea Generation: AI can help you come up with new ideas and perspectives that you might  not have considered.  
  2. Drafting Content: AI can assist in drafting initial versions of your content to provide a solid  foundation that you can build upon, saving you time and effort. 
  3. Refining Writing: AI can help you refine and polish your writing. You can use it to check for  grammar and spelling errors, improve sentence structure, and enhance the overall readability  of your content.  
  4. Consistency: AI can help maintain consistency in your writing style and tone (particularly  useful for large projects or collaborative efforts) to standardize the language and format for a  cohesive final product. 
  5. Efficiency: Using AI as a content accelerator can significantly increase your productivity so  you can focus on higher-level tasks. 

By using #Copilot and other GenAI tools as a content accelerator, you can streamline the content  creation process, enhance the quality of your output, and ultimately deliver more value to your  clients and your organization.

6. Avoid the "AI Accent"

The “AI Accent” refers to the telltale signs of AI-generated content, such as  overly formal language, repetitive phrases, or unnatural sentence structures. To avoid this,  personalize and humanize the output by adding your unique touch. This makes the content more  engaging and relatable to your audience. 

Tips to Avoid the “AI Accent”: 

  1. Review and Edit: Always review and edit AI-generated content to ensure the content flows  naturally and sounds human. 
  2. Add Personal Touch: Incorporate your unique voice and style into the content. Add  anecdotes, examples, or personal insights to make it more engaging and relatable. 3. Use Natural Language: Write like you talk. Use contractions, casual language, and  conversational phrases for authenticity. 
  3. Vary Sentence Length: Mix short and long sentences to create a natural rhythm, keep the  reader engaged, and make the content feel more dynamic. 
  4. Read Aloud: Read the content aloud to check for awkward phrasing or unnatural sentence  structures to ensure the content sounds natural. 

We hope these tips help you connect better with your audience while accelerating your work.

Exploring the Future of Work with Microsoft Copilot

Exploring the Future of Work with Microsoft Copilot: A TechCon365 Recap

Attending the Microsoft TechCon365 Conference in Seattle was an enlightening experience, particularly with the spotlight on Microsoft Copilot. Here’s a recap of my top six standout sessions.

Next Level Productivity with Microsoft Copilot
The journey began with Andy Huneycutt’s all-day workshop which showcased Copilot’s vast capabilities. Key takeaways from the workshop included the detailed overview of Copilot plus the ROI Calculation to measure Copilot’s cost-effectiveness (ROI= Time per iteration × Number of iterations × Hourly rate); a deep dive on Microsoft Graph integration, and an overview of the many Prompt Engineering techniques available.
Process Mining and AI Integration

The Process Mining session showcased the innovative integration of process mining with AI capabilities and how Copilot can analyze data to identify inefficiencies and trends, and then make actionable recommendations. The use of Power BI for creating monitoring dashboards and the anticipation of Copilot for PowerAutomate going live were also significant points of discussion. This integration represents a leap forward in process optimization, offering a glimpse into the future of automated workflow management and data-driven decision-making.

Enhancing Collaboration with Teams Premium
The session on Teams Premium highlighted its advanced features designed to enhance collaboration and meeting experiences. The session covered the add-on license, improved meeting experiences, advanced protection, richer engagement, and the creation of custom meeting templates. Intelligent Teams meetings and recaps were introduced, including automatic generation of meeting notes and tasks from transcriptions, personalized timeline markers, and mentions. The recap tab, available post-meeting, and intelligent speaker recognition were also discussed, emphasizing the need for transcription activation. The meeting underscored Teams Premium’s potential to revolutionize meeting dynamics with its innovative capabilities.
Overcoming Barriers to Copilot Adoption

Stephen Rose’s “Garbage In Garbage Out” session shared the top 10 blockers for Copilot adoption, including data overload and the need for enhanced security opportunities, providing insights for organizations aiming to streamline their technological infrastructure. His recommendations included suggestions around storage that caught the attention of digital hoarders:

  • Outdated information in archives, necessitating the purging of emails older than 12-18 months.
  • Obsolete documents in OneDrive over 3 years old and unused in the last 90 days should be moved to Azure cold storage.
  • Integration of data across platforms, ensuring all data is in the M365 Cloud.
  • Removal of non-integrated third-party apps like Box, Slack, Zoom, and Blue Jeans.
Adaptive Cards: Bringing Tools to Users
Later in the week, Derek Cash-Peterson covered Adaptive Cards, highlighting their integration with Viva Connections and the new Adaptive Card Extensions (ACE). These cards are designed to bring tools directly to users within their work context, serving as a hub for news and resources across Microsoft 365. They offer extensibility for custom functionality, presenting a collection of features accessible through an app bar, the Connections app, and a dashboard in SharePoint. The updated Teams app and mobile-friendly design ensure that Adaptive Cards cater to a wide range of users, including those on the go. With various development options, including no-code, low-code, and pro-code, Adaptive Cards empower many vendors to create web plugins, making them accessible to HR and Marketing professionals who may not be familiar with JSON. The cards are theme-aware, offer different layouts, and provide quick view options, enhancing user experience with efficient navigation and personalized content.
Copilot in OneDrive: Streamline Workflows

My last session of the conference was with Ben Truelove on the new (coming soon) Copilot in OneDrive. His moto: Spend less time doing the work to get your work done. He broke features down into 6 categories.

  • Discover allows users to quickly find information within their files.
  • Catch Up to provide summaries of file updates.
  • Organize to automate content organization,
  • Create to transform existing files into more meaningful content.
  • Banish Busywork to reduce preliminary tasks.

He shared ways to conduct Q&A on files without opening them, compare images for insights, and convert Copilot responses into documents. This final session really emphasized the continuous evolution of Copilot across the Microsoft 365 ecosystem.

Conclusion

TechCon365 offered a glimpse into the future where Microsoft Copilot and its suite of tools will play a pivotal role in the way we work, collaborate, and create. The conference was a testament to Microsoft’s commitment to innovation and productivity, providing a wealth of knowledge and a vision of a more empowered workforce.

Author: Carolyn Humpherys, Learning and Change Management Consultant, Traveling Coaches

Ready to take the next step in AI adoption? Contact us today to learn how Traveling Coaches can help you fully unlock the potential of Microsoft 365 Copilot in your firm.

AI Adoption Challenges for Lawyers

AI Adoption, Portrait of modern senior business man using laptop. Looking at camera.

The legal industry is experiencing profound transformation, driven by tools like Microsoft Copilot and custom GPTs. These tools promise the moon with enhanced efficiency, streamlined workflows, and improved client service. However, for many law firms, adopting these technologies presents a series of challenges that prevent firms from realizing their full benefits. 

Common Challenges

1. Resistance to Change

Lawyers often resist adopting new technology due to unfamiliarity, skepticism about their effectiveness, or concerns about disrupting established practices. Overcoming this resistance requires addressing these concerns head-on and demonstrating the tangible benefits of AI tools.

2. Lack of Time and Patience

Some lawyers may lack the time and patience needed to test and try prompts. This can lead to frustration and underuse of AI technologies. Targeted, hands-on, instructor-led training with relevant use cases is essential to build the skills needed to use AI confidently and effectively.

3. Data Privacy and Security Concerns

Lawyers handle sensitive client information and must ensure that AI tools comply with stringent data protection regulations. Concerns about data security and privacy are paramount, and any AI tool used must adhere to the highest standards of confidentiality and protection.

4. Uncertainty About ROI

Law firms may be hesitant to invest in AI tools without a clear understanding of the return on investment (ROI). Measuring the impact and value of these tools is crucial to justify their cost and demonstrate their benefits to stakeholders.

How Traveling Coaches Can Help

Customized Training Programs

Law firms may be hesitant to invest in AI tools without a clear understanding of the return on investment (ROI). Measuring the impact and value of these tools is crucial to justify their cost and demonstrate their benefits to stakeholders.

Change Management Strategies

Successful AI adoption involves more than just technical implementation; it requires managing cultural and organizational change. Our change management strategies help law firms overcome resistance and foster a culture of innovation, ensuring a smooth transition to new technologies.

Data Privacy and Security Awareness Training

Protecting sensitive client information is a top priority. We offer guidance on best practices for maintaining data privacy and security while using AI tools, ensuring compliance with relevant regulations and standards.

ROI Assessment and Justification

Understanding the ROI of AI tools is essential for making informed decisions. We help law firms evaluate the impact of these tools, develop metrics to measure success, and provide justification for their continued use.

Conclusion

The successful adoption of AI tools like Copilot or custom GPTs can significantly enhance efficiency and client service — but you must overcome the challenges to realize their potential. At Traveling Coaches, we support firms through every step of the adoption process, from change management to training to security awareness and measurement.

Ready to take the next step in AI adoption? Contact us today to learn how Traveling Coaches can help you navigate these challenges and harness the power of AI tools in your legal practice.

Embracing AI: Empowering Firms for the Future

35s and 55s women colleagues working together use computer to learn AI, meet in office staring at laptop screen, AI training, HR Training, learn new software, younger Hispanic affiliate helps to older with program or app. Tech, business

Artificial Intelligence (AI) is a major buzz word, not only in legal, but all around. However, the use of AI requires significant investments in training and can pose risks if not used with proper care, especially in the legal industry. It’s critically important that all members of a firm engage in ongoing conversations about AI usage and the ethical implications that come along with it. Accepting this fact means that training becomes a vital piece of ensuring your firm is set up for success.

Training is vital in unlocking your firm’s AI potential. Ensuring that your teams have the know how to leverage an effective AI tool is key to taking full advantage of the potential benefits from any AI technologies, while mitigating risk. Proper training can involve learning AI’s potential abilities, its potential pitfalls and best practices to utilize AI tools. Doing so will enhance productivity, boost creativity and innovation across the board, and instill a culture determined to progress.

Equally important to training is helping people understand the social and ethical issues at stake, and to make decisions on how it’s used. AI is a tool made by people for people, to be used by people. It can help us expand our power, not replace it. By prioritizing transparency and accountability, firms can ensure that AI is implemented in such a way that benefits everyone. Clear guidelines and best practices from the initial rollout will ensure that every person feels empowered to take this life changing technology and utilize it both correctly and ethically.

Ultimately, the successful deployment of AI depends on a shared dedication to learning, ethical integrity, and the never-ending pursuit of improvement. Together, we can build a future in which AI enhances our capabilities, sustains our values, and drives our success.

Traveling Coaches is ready to help you implement AI responsibly and effectively across your firm. Learn more about our AI Adoption solutions and Contact Us today to discuss how Traveling Coaches can help you seamlessly adopt AI for maximum benefits.

How To Talk to Lawyers about the Effective and Responsible use of AI

Before we get into the specifics of this article, let’s level-set on a few things about Generative Artificial
Intelligence (GenAI):

  • Is it Evil or is it Good? NEITHER. It’s probably best to stop ascribing morality to a technology. It’s in the use of things that it gets such a moniker.
  • Is it intelligent? NO. It is really machine learning based on what it has to learn from (there are some interesting tangential thoughts here – think GIGO …or Garbage In, Garbage Out).
  • Is it AMAZING? Oh yeah, most definitely YES! The technology is extraordinary and has the potential to do things in seconds that would take a really talented person hours.
  • Will it take over the world and be the end of all life as we know it? NO. While it clearly provides the conspiracy theorists with fodder for Skynet references (come on … we’ve all seen Terminator), this technology will be disruptive but not destructive (IMHO).

There are a lot of directions you can take when discussing GenAI for lawyers and the legal community. You can take the complete risk-averse mindset of “Not only NO, but heck NO!” Or you can take the daredevil mindset of “these are innovations that will change everything.” Of particular interest to lawyers, however, is a balanced view of both. There are interesting stories around its misuse, some cool stories around efficiency gains, and a whole lot of speculation about its impact on job roles and how it might change the look of the modern-day law firm. But how do we talk about the GenAI juggernaut with lawyers? Here are a few things to consider:

Know your audience

In fact, I would take this one step further. Don’t assume you know your audience. Ask them. A mistake many have made over the years is to take a new technology and try to “make it fit” into a lawyer’s way of working. Instead, we should start with the business issue(s) facing the lawyer and how this can help solve the business need(s). The best way to know the business issues facing lawyers …is to ask lawyers.

Something else to consider … what matters to you may not matter to a lawyer. Always approach the introduction of technology changes with lawyers based on the real (not perceived) business needs of the lawyer.

Know the Ethical Guiding Principles to which All Lawyers Are Bound

Ethical rules are not just platitudes or suggestions or “it would be nice if” types of things for lawyers. They are rules that lawyers are bound by and that they’ve sworn to. In fact, there are sanctions for not staying within the ethical guidelines established for lawyers. This is no small thing. Lawyers are held to a higher standard …and they should be. This is also not a bad thing. In fact, it’s a good thing. Ethical standards and rules help tremendously when faced with a decision tree moment. For example, they provide guidance and direction for when to and when not to use certain technologies (which is OH SO relevant to the GenAI discussion).

The American Bar Association (ABA)’s model rules are guides for this discussion. For reference, the ABA sets model rules that are, in most cases, adopted by each state for lawyers with their State Bar in that state. Using the ABA’s model rules provides us with a broad, yet widely adopted place to start. Two notable rules come to mind.

Duty of Competence (ABA Model Rule 1.1): Let's cover some salient points to this rule:
It requires you to maintain requisite knowledge and skill. This is the reason CLE is required. It also makes clear that things are constantly changing, and a lawyer has a responsibility to stay current …including technologically. It requires that you keep abreast of the changes in the law and its practice. The laws and rules around the use of GenAI are changing by the minute. In fact, some judges are adding rules for their court specifically around the use of GenAI. It requires you to understand the risks and benefits associated with relevant technology. See any connections here to the use of GenAI? You are required to be aware not only of the good things (the benefits), but also the not-so-good things (the risks).

Duty of Confidentiality (ABA Model Rule 1.6): This one should be clear, but sometimes gets lost in the practical application. Comment 16 to this rule states that “Reasonable precautions” must be taken to safeguard and preserve confidential information. Understanding the technology tools and how they handle, store, and secure access to confidential information is part of that reasonable precaution mandate. 

What about Data Privacy? It has been said that public GenAI solutions are the exact opposite of Data Privacy. Adding confidential information to a public GenAI solution makes that confidential information very public. Data Privacy laws are changing rapidly world-wide. All ethical use of GenAI solutions must align with a lawyer’s (and law firm personnel’s) responsibility to maintain data privacy and protection. It’s the law.

Take a Balanced Approach

Lawyers want a breakdown of the facts so they can make informed decisions. Lawyers also want practical and actionable steps to use a technology like GenAI. Put GenAI topics into ethical and effective use case scenarios. Find the uses of GenAI that add efficiencies and solve business problems without violating their ethical requirements. Align the discussions of the effective use of GenAI with the policies and procedures established by the law firm and the firm’s core values.

About the Author

Kenny Leckie

Senior Technology & Change Management Consultant

In his role as Senior Technology and Change Management Consultant, Kenny provides thought leadership and consulting to the legal community in areas of information security/cybersecurity awareness, change management, user adoption, adult learning, employee engagement, professional development, and business strategy. He also works with clients to develop and deploy customized programs with an emphasis on user adoption and increased return on investment. Kenny is a Prosci
Certified Change Practitioner, a Certified Technical Trainer and has earned the trust of firms across the US, Canada, The UK, Europe and Australia.

Kenny has more than thirty years of combined experience as a law firm Chief Information Officer, Manager of Support & Training, and now consultant providing him a unique point of view and understanding of the challenges of introducing change in law firms. He combines his years of experience with a strategic approach to help clients implement programs that allows focus on the business while minimizing risk to confidential, protected, and sensitive information. Kenny is an author and speaker and a winner of ILTA’s 2018 Innovative Consultant of the Year.

How AI Can Transform Your Firm

Law Firms are facing a seismic shift with the arrival of artificial intelligence (AI). Its transformative potential holds immense promise for legal professionals, offering greater efficiency, improved accuracy, and enhanced client service. However, harnessing this power requires a strategic approach grounded in both ethical considerations and unwavering commitment to security.

AI in Action:

Research Revolution: Utilize tools like Netdocuments ndMAX and Microsoft 365 Copilot to scour vast legal databases with laser-like precision. Unearth relevant case law, pinpoint key contractual clauses, and highlight crucial information in seconds, freeing you from the manual research grind.

Drafting Dynamo: Ditch the legalese drudgery. AI-powered writing assistants like Gemini can craft persuasive briefs, clear, and concise emails, allowing you to focus on legal strategy and client interactions.

Predictive Prowess: AI-powered forecasting analyzes trends and past outcomes to offer valuable insights such as: Verdict probabilities, potential risks to optimize case preparation.

Client Care Champion: Chatbots powered by AI can be your 24/7 client concierge, fielding basic questions and scheduling appointments to help you make sure your clients are taken care of. Happy clients, happy practice!

Safety First:

Data Defender: Choose AI tools with enterprise-grade features and robust data security measures. Prioritize established platforms like Microsoft 365 Copilot or legal-specific solutions like Netdocuments ndMAX built with data protection at their core.

Transparency Advocate: Understand the limitations and potential biases of AI algorithms. Be open and transparent with clients about how AI is used in your practice.

Human in the Loop: Remember, AI is a powerful tool, not a replacement for human judgment. The final decision-making always rests with you. Use AI to augment your expertise, not replace it.

Navigating the AI Arena:

ChatGPT: This creative writing whiz is a great brainstorming tool, but its legal capabilities are still under development. Think of it as a legal muse, not a trusted companion.

Microsoft, Bing, and Google Gemini: These search engines are masters of general information, but they lack the legal nuances needed for your practice. Think of them as helpful librarians, not legal advisors.

Remember: AI is not a one-size-fits-all solution. Carefully research and compare tools like Netdocuments ndMAX and Microsoft 365 Copilot to find the perfect fit for your practice and expertise.

Embrace the future and let AI take your practice to new heights. With careful selection, responsible use, and a healthy dose of critical thinking, AI can be your firm’s secret weapon, helping you deliver justice with greater speed, accuracy, and efficiency.

Don’t let data entry, manipulation, and analysis drag your team down. Transform them into streamlined workflows with our AI training program. Master data cleanliness with AI-powered pattern recognition, formula suggestions, and best practices to ensure accuracy and analysis-readiness. Level up your Excel game by discovering intricate calculations and automation techniques, accelerating your data manipulation skills. Dive deeper with advanced analysis like pivot tables, charts, and data summaries to unlock hidden trends and make data-driven decisions with confidence. Fine-tune your workflows, eliminate redundancies, and troubleshoot common issues, saving you valuable time.

Don’t let AI intimidate your team! Traveling Coaches turns this powerful technology into a practical tool, boosting your team’s efficiency, accuracy, and data analysis confidence. Connect with us today and see your skills, and your firm, be empowered!

The Role of Trainers in Implementing AI Technologies

professionals laughing while at meeting

As companies increasingly adopt AI technologies, training professionals have an important role to play in ensuring a smooth and effective implementation. AI is transforming businesses in countless ways, from automating routine tasks to generating data-driven insights. While AI holds great promise, realizing its full potential requires buy-in and skill-building across the organization. 

There are several key ways trainers can support your AI strategy:

1. Educate employees on AI basics

Provide learning opportunities to demystify AI and build foundational knowledge. Explain key AI concepts like machine learning and natural language processing in plain terms with visual aids. Foster understanding of how AI will impact various roles.

2. Empower employees through reskilling programs

Major workflow changes often accompany AI adoption. Take a proactive approach by offering reskilling programs to help employees transform and adapt their skills for a smoother transition.

3. Incorporate AI training methods

Leverage AI itself to enhance training. For instance, intelligent tutoring systems can deliver personalized, adaptive instruction and voice recognition can give feedback during roleplaying scenarios.

4. Partner across teams

Collaborate closely with integration team, HR, department heads, and innovation leaders. Learn the technical considerations, timelines and challenges, along with the business goals, objectives, and measures of success. Tailor training to complement the deployment while prioritizing new skills and workflows.

5. Evaluate AI's impact

Continuously assess how AI is impacting workflows and learning needs. Survey managers and employees on skill gaps that emerge. Establish baseline measurements before and after deployment to measure adoption, business results, and ROI. Use AI-generated insights to target relevant training to the right people. Maintain your finger on the pulse.

6. Elevate the work and inspire a positive mindset

Change management is critical with any major tech disruption. Foster excitement about AI’s potential to elevate human work. Encourage a growth mindset, emphasizing how AI can augment staff capabilities. Counter fears that AI will replace jobs by focusing on new opportunities.

The rise of Generative AI necessitates ongoing learning at all levels of an organization. Traveling Coaches is committed to fully leveraging our change management and training expertise to ensure your workforce gains the knowledge, skills, and mindsets to thrive in an AI-powered future. How organizations support employees today will determine if their AI strategy is a success. We welcome the chance to play a strategic role in this transformation.

Unlocking Efficiency and Productivity: AI Solutions for Legal Professionals

In the fast-paced world of legal practice, staying ahead often requires more than just legal expertise. The integration of cutting-edge technology can significantly enhance efficiency, allowing legal professionals to focus on what they do best—providing top-notch legal services. In this article, we’ll explore two groundbreaking AI solutions designed to streamline workflows and boost productivity within the legal community: Microsoft 365 Copilot and ndMAX. We’ll also discuss choosing the right AI tool for the task at hand.

Copilot: Your Intelligent Legal Assistant

Seamless Integration with Microsoft 365 (M365)

Copilot sets itself apart by being a secure, enterprise-level solution seamlessly integrated into the Microsoft 365 ecosystem. This means legal professionals can harness the power of Generative AI directly within their familiar M365 applications. Whether you’re drafting documents, analyzing data, or managing your calendar, Copilot acts as your personal assistant, providing invaluable support at every step.

Generative AI at Your Fingertips

Copilot goes beyond being a time-saving device. It leverages Generative AI to assist professionals in nearly every aspect of their work. Imagine having an intelligent tool that not only helps you draft documents but also analyzes data, making your research more efficient and comprehensive, assists with business development, and more. With Copilot, the power of AI is truly at your fingertips whenever and wherever you need it.

Enhancing Legal Workflows

Professionals can now streamline their workflows with Copilot, allowing for more strategic thinking and less time spent on routine tasks. From recapping meeting minutes and action items, to reviewing your inbox and prioritizing emails to drafting effective business and trial presentations, Copilot becomes an indispensable ally, contributing to the overall effectiveness and success of your legal practice.

ndMAX: Revolutionizing Legal Productivity on NetDocuments

AI-Powered Products within NetDocuments

ndMAX is a groundbreaking suite of AI-powered products strategically embedded throughout the NetDocuments platform for the development of legal documents. Specifically designed for the legal community, ndMAX aims to maximize productivity while maintaining the highest standards of security and user compliance.

Efficiency Across Legal Workflows

Legal professionals can now save valuable time on tasks such as drafting documents, business intake, summarizing lengthy records, analyzing arguments, identifying relevant case law, and more with ease. ndMAX is engineered to accelerate practice productivity for speed, impact, and accuracy, ensuring that your legal team operates at its full potential.

Responsibly Leveraging AI

One of the key strengths of ndMAX is its commitment to responsible AI usage. The suite operates within user guardrails, providing a secure and ethical framework for legal professionals to leverage AI capabilities. ndMAX is exempt from Microsoft’s standard automated and human review processes. This ensures that the power of AI is harnessed responsibly, aligning with the highest standards of legal practice.

A Future-Ready Legal Practice

In a legal landscape that demands both speed and accuracy, embracing AI solutions like Copilot and ndMAX can revolutionize the way legal professionals operate. These innovative tools not only save time but also empower staff to elevate their practice to new heights. By seamlessly integrating into existing ecosystems and offering tailored solutions for your workflows, Copilot and ndMAX pave the way for a future-ready legal practice—one where efficiency, productivity, and excellence go hand in hand.

The Imperative of Training and Support for AI Integration

To harness the efficiency and productivity promised by AI solutions like Copilot and ndMAX, comprehensive training and ongoing support are imperative. Recognizing the transformative potential of AI, law firms must invest in tailored training programs to equip their people with the skills and confidence needed for seamless integration into daily workflows. 

Addressing the learning curve associated with adopting AI tools is crucial, requiring programs that cover basic functionalities and provide advanced training. Continuous learning opportunities are essential to keeping legal professionals updated on the latest features, ensuring that AI integration remains an evolving and beneficial aspect of the firm. 

Traveling Coaches is your AI training partner.

A future-ready legal practice not only involves acquiring cutting-edge AI tools but also requires investment in the knowledge and skills necessary for their effective utilization through robust training and support initiatives. Reach out to us today to discuss your AI training and adoption plan.