Tech to Make You More Efficient

2024 ABA Forum on Access to Justice
IOLTA Conference

Presentation Slides

Building on their well-received presentation at the 2023 Conference, Lee and Dave will share additional information on practical ways that IOLTA funders can use new AI tools and other tech in their offices. The presentation will highlight a variety of options, but will pause to go deeper with key tools, sharing specific use cases, and facilitating some audience conversation to get the juices flowing for how ideas can be taken home and put to work, improving efficiency and ease. The goal is for participants to leave with new tools to consider and greater confidence in managing their own technology solutions.

• Visualize a GPT

• Using public chatbots
  • Common uses
    • Upload your resume to generate a conference bio
    • Summarizing long, non-confidential documents
    • Generating marketing content
    • Output computer code to solve a problem
    • First draft of an email or generic policy
    • More pointed web search results
    • Security – nothing you give the chatbot is afforded privacy
  • How to write a prompt
    • Act like a [Specify a role]
    • I need a [What do you need?]
    • you will [Enter a task]
    • in the process, you should [Enter details]
    • please do not [Enter exclusion]
    • input the final result in a [Select a format]
    • here is an example: [Enter an example]
  • Anthropic’s system prompts
• Going further with ChatGPT
  • Chat GPT for Teams
  • Create a custom GPT
  • OpenAI Zero Data Retention
• Microsoft Copilot
  • Copilot (previously Bing Chat) - free
    • Available on the web, Windows, MacOS, and iPadOS.
    • Access to latest ChatGPT model during non-peak times.
    • Conversational search using text, voice, and images.
    • AI image creation and editing (15 boosts per day).
    • Use of plug-ins and shared GPTs.
  • Copilot Pro - $20 per month
    • Priority access to latest ChatGPT model
    • AI image creation and editing (100 boosts per day).
    • Integration into core Office apps (Word, Excel, PowerPoint, OneNote, and Outlook)
    • Custom Copilot Builder
  • Copilot for Microsoft 365 - $30 per month
    • All features of Copilot Pro
    • Copilot for Teams
    • Chatting with Copilot about data in your organization (e.g., asking Copilot if you have any emails in your inbox you need to respond to)
• Collaboration
  • Teams Meeting Recap
  • Zoom Smart Recording
  • Zoom Meeting Summary
  • Zoom AI Companion 2.0
• Next level projects
  • Learning how to code with a LLM
  • Paxton.ai - legal research with AI
  • AnythingLLM: running GenAI on your laptop

Key Takeaway: “When you’re already good at something, and you’re knowledgeable in a particular field, this is when AI helps you shine. Augmenting your existing abilities with it is the best way to go. Don’t try to do something that you don’t know how to do already with it.” - Russ Bloomquist, Maryland Legal Aid