About this episode

This episode discusses the integration of AI tools in small law firms with insights from Jennifer Case.

Sign up for Practi , a new platform that helps law firms use subscription billing. Here are the top 5 takeaways from this episode: * Lawyers need an AI strategy and policy first. Before adopting any tools, firms must have a written AI policy, even if it simply says no tools are approved yet. Without one, a staff member using an unapproved (non-enterprise) AI tool can cause an ethical breach if client data ends up in model training. * Stick to two AI tools, not a dozen. Jennifer recommends picking one AI within your existing workspace (Copilot if on Microsoft, Gemini if on Google) plus one secondary tool for drafting or checking work. Chasing every new model is counterproductive. Depth beats breadth. * Document infrastructure is the real foundation. Before AI can be useful, a firm’s documents need to be organized, accessible, and OCR’d where necessary. Getting documents into a state where an AI can actually “talk” to them is the unglamorous but critical first step. * Claude (especially via Claude Code/Cowork) is the top recommendation for legal writing. For transactional work requiring a long context window, Jennifer sees Claude as unmatched. She’s actively installing Claude’s…

People in this episode

Host: Mathew Kerbis

Guest: Jennifer Case

Topics covered

• AI in law
• small law firms
• subscription billing
• legal technology
• productivity

Keywords

• AI strategy
• law firms
• document infrastructure
• productivity
• legal writing

Sponsors

Practi

Mentioned in this episode

Organizations: Law Tech AI

Products: Practi, Copilot, Gemini, Claude, Claude Code/Cowork

More episodes of Law Subscribed

• (186) Is it Malpractice to NOT use AI with Marc Hoag of Hoag Law.ai · July 17, 2026 · 52 min
• (185.5) Register for The Lawyer's Guide to AI Compliance Session · July 14, 2026 · 2 min
• (185) Law Firm AI Coworkers + Subscriptions with Thomas Bueler-Faudree of August · July 10, 2026 · 41 min
• (184) Family Law + Subscriptions with Asia Scarlett-Jones of ASJ Law Office · July 3, 2026 · 49 min
• (183) Rethinking Law with Automation and Design with AK Raja of Lawgical · June 26, 2026 · 49 min
• (181) Solo Practice Home Grown AI Solutions with Stephen Polauf of Polauf Law LLC · June 12, 2026 · 49 min

Explore listener stats, chart rankings, contacts and more on the Law Subscribed podcast page.