The 80/20 Principle

*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:413b47b1-131b-4956-ab51-0904d0f6049f-1" data-turn-id-container= "request-WEB:413b47b1-131b-4956-ab51-0904d0f6049f-1" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> Ernie Svenson sits down with complex litigation attorney Richard Serpe to explore how he went from struggling with AI basics to becoming an advanced user in just 18 months. Richard shares how he uses tools like Claude, Perplexity Computer, NotebookLM, and AI skills to manage complex cases, organize research, prepare witnesses, and build better legal workflows. They also discuss the real costs of agentic AI, why file structure matters, how lawyers can avoid getting locked into one platform, and why curiosity may be the most important skill for adopting AI in legal practice. Chapters *]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1" data-turn-id= "c9c2e10c-c222-4dda-96fc-a25e253f5f32" data-testid= "conversation-turn-1" data-scroll-anchor="false" data-turn="user"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:b3210431-d026-4045-b30d-b7c09679a93c-2" data-testid= "conversation-turn-2" data-scroll-anchor="false" data-turn= "assistant"> 0:07 Richard's AI Journey 4:26 Early AI Friction 9:25 File Structure And Memory 15:34 Perplexity Computer Costs 26:17 Skills In Claude 35:57 Final AI Adoption Advice Resource Links AI Lab (a weekly AI workshop for lawyers) LinkedIn post by attorney offering AI chatbot that protects privilege The Inner Circle (my online community for lawyers) The 80/20 Principle (my techlaw newsletter) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

In this episode, we cover Perplexity—what it is, how it works, and why it deserves attention from solo and small firm lawyers. Ernie explains how Perplexity differs from traditional Google research by using AI to search the live web, synthesize answers, and provide footnoted citations so lawyers can quickly verify the sources behind the response. You'll also hear practical examples of how lawyers are using Perplexity to research opposing counsel, evaluate expert witnesses, get oriented in unfamiliar areas of law, and test assumptions with sourced answers. Whether you are new to AI research tools or already using ChatGPT, Claude, or Gemini, this episode gives you a clear foundation for understanding where Perplexity fits—and why the next episode's conversation with Richard Serpe will make much more sense. Chapters *]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1" data-turn-id= "c9c2e10c-c222-4dda-96fc-a25e253f5f32" data-testid= "conversation-turn-1" data-scroll-anchor="false" data-turn="user"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:b3210431-d026-4045-b30d-b7c09679a93c-2" data-testid= "conversation-turn-2" data-scroll-anchor="false" data-turn= "assistant"> 0:05 Perplexity Episode Overview 1:17 Smith AI Sponsor 2:49 Perplexity Basics 4:35 AI Landscape Comparison 6:27 Lawyer Use Cases 8:00 Paid Features 8:59 Perplexity Computer Preview 10:08 Inner Circle Invitation Resource Links AI Lab (a weekly AI workshop for lawyers) LinkedIn post by attorney offering AI chatbot that protects privilege The Inner Circle (my online community for lawyers) The 80/20 Principle (my techlaw newsletter) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:209964d7-bb1a-4960-b41a-618e44294208-1" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> In this episode, we talk with tax litigator Brandon Siegal about why Microsoft Copilot has gone from a disappointing experiment to a genuinely useful AI tool for legal work. We unpack what changed with Microsoft's latest updates, including direct Word editing, deeper research capabilities, and new ways to connect AI with the documents and systems lawyers already use every day. You'll also hear Brandon explain his "braiding" approach—combining multiple AI tools so they strengthen each other's output—and why he believes Google Gemini remains one of the most overlooked options for lawyers. Whether you are testing Copilot, comparing AI platforms, or building a smarter workflow, this conversation offers practical ideas for getting more value from the tools available right now. Chapters *]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1" data-turn-id= "c9c2e10c-c222-4dda-96fc-a25e253f5f32" data-testid= "conversation-turn-1" data-scroll-anchor="false" data-turn="user"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:b3210431-d026-4045-b30d-b7c09679a93c-2" data-testid= "conversation-turn-2" data-scroll-anchor="false" data-turn= "assistant"> 0:05 Copilot Skeptic To Believer 2:00 Brandon's AI Journey 7:18 Wave 3 And Word Editing 13:02 Braiding Multiple AI Tools 14:46 Deep Research And Cowork23:54 Why Gemini Stands Out Resource Links AI Lab (a weekly AI workshop for lawyers) LinkedIn post by attorney offering AI chatbot that protects privilege The Inner Circle (my online community for lawyers) The 80/20 Principle (my techlaw newsletter) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

In this episode, we explore why a long-time ChatGPT user made the switch to Claude and what ultimately drove that decision. We break down how features like direct file access, structured project workflows, and custom skills are transforming the way lawyers handle complex, document-heavy work. You'll hear how AI can dramatically speed up tasks like course creation, improve writing quality, and act more like a true thinking partner. Whether you're new to AI or already using it in your practice, this episode highlights how choosing the right tool—and setting it up properly—can unlock a whole new level of productivity. Chapters *]:pointer-events-auto scroll-mt-(--header-height)" dir="auto" tabindex="-1" data-turn-id= "c9c2e10c-c222-4dda-96fc-a25e253f5f32" data-testid= "conversation-turn-1" data-scroll-anchor="false" data-turn="user"> *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "request-WEB:b3210431-d026-4045-b30d-b7c09679a93c-2" data-testid= "conversation-turn-2" data-scroll-anchor="false" data-turn= "assistant"> 0:05 Why I Switched AI Tools 1:10 Sponsor: Smith AI Overview 2:25 Claude Co-Work Feature 4:10 Building Courses With Claude 7:05 Training Claude & Turning Point 9:30 Skills Feature For Lawyers 12:10 Final Thoughts & Recommendation Resource Links AI Lab (a weekly AI workshop for lawyers) LinkedIn post by attorney offering AI chatbot that protects privilege The Inner Circle (my online community for lawyers) The 80/20 Principle (my techlaw newsletter) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

In this episode, we explore how lawyers can adapt to rapid AI advancements by shifting from billable hours to outcome-based, flat-fee services. We'll discuss creating a better client journey, using AI to improve research efficiency, and offering privileged, flat-fee AI-driven legal searches as a way to stay relevant and attract clients. Chapters 00:00 Breaking Free from the Billable Hour 05:04 The Shift Towards Client-Centric Outcomes 10:24 Leveraging AI for Legal Services Resource Links AI Lab (a weekly AI workshop for lawyers) LinkedIn post by attorney offering AI chatbot that protects privilege The Inner Circle (my online community for lawyers) The 80/20 Principle (my techlaw newsletter) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.