The Power of GPTs: Lawyers & Business Professionals Are Using GPTs to 10x At Work. #AI #chatgpt

In this hour‑and‑a‑half webinar, Enrico Schaefer, a technology‑focused lawyer and founder of the AI for the Win community, walks lawyers and business professionals through how to adopt and leverage GPT‑based AI tools to dramatically increase productivity. He introduces the community’s learning platform (aiforthewin.com), outlines the Quantcore Learning Method—mindset, method, and skills—and explains why a proper AI mindset (curiosity, resilience, critical thinking) is essential. Schaefer then details the three foundational pillars: (1) Method – strategic selection, budgeting, and evaluation of AI tools; (2) Skills – prompt engineering, multitasking with speech‑to‑text, and continuous learning; (3) Measurement – the AI Amplify Factor that captures time, quality, and relationship value. He showcases concrete GPT assistants he built for legal work (client‑email drafting, invoice collection, adverse‑counsel communication, Airbnb arbitration, prospect‑call prep, privacy guard, organizational AI) and demonstrates how to construct advanced prompts using role, task, context, tone, and examples. The session also covers practical concerns: data privacy settings, ethical transparency with clients, HIPAA/GDPR considerations, licensing of AI tools, and the evolving nature of AI‑enabled legal practice. Throughout, Schaefer emphasizes that AI is an assistant—not a replacement—and that disciplined, iterative interaction yields 3‑10× amplification of work quality and efficiency.
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information that I want you to have, which is where you are today is you are witnessing a webinar on the power of GPTs that's being offered by a community that I created of business professionals and lawyers who want to use AI tools to level up at work, to, to win. And so it's called AI for the Win. If you want to check it out and you're not already a member, I know most of you are, aiforthewin.com is the website. It's a Thinkific platform with structured learning, certification quizzes, and endless information to help us not only learn how to use these tools today, but they're changing every single week. And so the point of this community is we're going to keep leveling up as AI levels up. So by, you know, June, July, and by October, November, you are at the forefront of professionals using AI in the workplace to amplify yourself. As a worker, as an expert, as a professional. So check out the website if you're not already a member, and you'll see what we've got to offer. We have approximately 850 members from our prior YouTube channel that we're in the process of moving over into this more structured learning environment. So it's going to be, we hope, the largest community of business professionals and lawyers. in the world learning how to use these tools right now in order to 10x at, at the workplace. So the title of this particular presentation, which will be an hour and a half— we left a little extra time at the end in case we need to go further, but we'll try and get you out of here by 1 o'clock Eastern— the title is The Power of GPT. So what I want to talk about is what we are going to do and what we're not going to do today. So our goals today— my goal today is to introduce you to what these GPTs can do for you right now, today, and how I use them every day, all day, in order to 10x in my law practice. In the AI for the Win project, in that community, there are courses that can onboard you onto these tools, that can teach you how to build these tools, that can help you understand how to interact with these tools. We'll hit a few of those things today, but I'm not going to replicate the courses that many of you already are taking within the platform. Today, I'm going to actually show you on the ground how powerful, incredibly powerful these tools are. So who am I? I'm Enrico Schaefer. I'm a new and emerging technology lawyer. I've been doing new and emerging technology law since 1992 when that new and emerging technology was something called the internet. Which you may have heard of. So every time a new piece of technology comes down the pipe, whether it is the internet, whether or not it's cloud, whether or not it's unmanned aerial systems, drones, whether or not it's blockchain, my passion is technology, how technology can change the world. So as a lawyer, I love representing those companies, but I also love digging in on the technology side and knowing more about the technology. than other lawyers. So my passion to understand AI over the last year and a half has allowed me to really level up using these tools. And what I am able to do is to be able to take you from here to here very quickly, whereas it took me a long time, a lot of reading, a lot of studying, a lot of effort. So I can jumpstart you to where I am today with some of these training courses and resources that I provide. So let's go ahead and talk a little bit about, uh, what we are not going to cover. I think we touched on this a little bit, but there are 2 courses currently in the platform. One is how to create a ChatGPT Plus account, which is setting up your account. You may already have an account, you may have already upgraded to Plus, but it's also going to teach you how to maximize your privacy, your data privacy settings. Um, and it's going to also offer you courses on how to become a ChatGPT power user, how to use the platform, what the functionalities are within the platform, and to really get you where you want to be before we really start to take advantage of these tools. Uh, you're also going to learn about something that I developed called the Platform Learning Method, which we'll be talking about today, which is the foundation of all of our learning both in these webinars and in these classes. The second course that's being offered is GPT Power Tips, and today we're going to talk about what they can do. In this course, you can learn how to build GPTs, what they are, right, where they came from, how we got here, uh, why they're important, all these different things. And you're going to learn how to create your custom GPTs. And within that particular learning course. We are constantly adding new GPTs that we then share the prompts with you so that you can either take those prompts and use them or build your own. So every week we're adding to that course number 2 and adding more power tips, more GPTs to the process. Go ahead and talk a little bit about the survey. For those of you who are not part of the community, I may give you a link at the end of this. We did do a survey of our members, and it's really interesting to see what everyone is doing and what the, uh, the level is of everyone in the community. So we'll get you after this presentation some additional resources. So to start today, I want to talk a little bit about the Quantcore Learning Method, uh, before we start really digging into GPTs, and I'm going to show you how to how one particular GPT is constructed and how we built the prompt and what the prompt elements are and really the guts of one of the most powerful GPTs that I use every single day. But before we get to that, I want to talk about Podcore Learning, which is a system that I've developed over the last year, because what I realized very quickly is that this is not about how you prompt the AI, right? Prompt engineering gets a lot of press. There's a lot of talk about prompt engineering. Yes, that is a skill. But if you want to get the most out of these tools, you have to have the right mindset. You have to have the right strategy. Yes, you have to have some skills. And you also need to measure where you are in terms of getting that multiplier, that amplification of your skills. And the most important of these foundational elements is mindset. What is mindset? Mindset is the way that you think about AI when you get up in the morning and you sit in your chair at work. If you do not have the correct mindset, then you will probably get frustrated and walk away from the tool. You will probably feel like it's not giving you value. So mindset becomes the foundation by which you interact, And you got to have curiosity and openness, meaning you have to embrace the evolving nature of AI. The things that we're learning today are going to be different skills that you're going to need 6 months from now. So you can't get frustrated by the fact that things are evolving and changing. You have to maintain an eagerness to explore these new AI tools and applications. If you're not highly motivated to become a really good professional user of AI, then chances are you're going to fall off. You're going to hit some roadblocks. The AI is not going to be working great on a particular day. You're going to say it doesn't work and you're going to be done. You also have to have critical thinking, meaning that the outputs are going to be viewed in a certain way, and you have to view these outputs with a critical eye. Meaning you can't be using AI to give you the answer. You can't be using the AI to do your work for you. If that's the way you think about AI, then you're missing, I think, the most important point. AI is an assistant to help you become better, to help you 10x. So just like an assistant isn't replacing you and isn't doing your work for you, You have to manage that assistant. And so sometimes the outputs are not perfect. Sometimes they're not even on point. Maybe it's garbage in, maybe it's garbage out. Maybe your prompt wasn't very good. Maybe the question you asked was inartful. So take a look at that output and then figure out what you need to do better. Figure out what the next question is. So this culture of questioning the tool and verification to ensure that the AI tools are being used in a way that are giving giving you the highest value is really important. Think about, is it doing the job? If not, what do I need to do better? What does it need to do better? There are always going to be ethical considerations. They're probably going to be in the background when you first start using these tools, but as you get more into them, you'll start to see how the ethics of this becomes important. Now, we're not talking about the ethics of building an AI tool to take over the world or any of the stuff that you hear in the press about, you know, being analogous to all the nuclear weapons in the world put together. Those ethics are for other people to worry about. What I'm worried about with this community is at work, how do we think about AI and make sure that we're using it ethically? And let me just give you an example. Transparency is really important. If you're going to start using these with your clients, you need to be upfront with them that you're using these tools and explain to them that these tools are allowing you to do 3 times the amount of work and 5 times the quality of the work than you could do before. So that is an ethical consideration. Invite your clients and your customers into these tools and work collaboratively together with that. And you also have to be adaptable and resilient because everything's changing and it's gonna be changing for a while. So you have to be able to move on to the next tool, the next iteration of whatever OpenAI is gonna offer, for instance. And if you have a discouraging day, just be resilient and come back at it. If you have the correct mindset, you can win. Using AI. If you do not have the right mindset, you will drift off and you will be left behind. And I do want to emphasize that there is no question that lawyers who do not understand how to use these tools will be obsoleted at some point, whether or not that's a year or 10 years, I don't know. But if you don't know how to use these AI tools, your value is going to go You know, a multiple in the wrong direction. So the second foundational element is the method. What is your strategy for implementing tools? We're going to talk about GPTs today. Which GPTs are you going to build for yourself? Where are you going to put them into your workflow? How are you going to use them in a collaborative way? How are you going to evaluate which tools are doing the most and which tools are, you know, in need of improvement, right? How do you avoid the hype? One of the things I talk about in a lot of my videos is 99% of all the AI tools out there are not ready for prime time. In this community, we're only dealing with the tools that can be used today, that are ready today, that are secure today, where the data privacy and the reputation of the company is such that you can trust them to put in private internal information, customer information without that data being used to train the model. And then of course, you have to figure out what kind of time you're gonna put on. You gotta budget time to learn. You gotta budget time to iterate on the GPTs. What is your resource allocation strategy for these tools? If you start to think about some of these things as you use the tools, you'll find yourself really leveling up much more quickly. Skills is the 3rd foundational element. Prompt engineering, you've all heard about it, right? You gotta be a good prompt engineer. What is prompt engineering? It's speaking in plain English. Words are code. It used to be in order to build an application or something that was gonna help you, you had to write code and you had to use that code in a way that was going to then spit out some result. What AI is essentially is a neural network which interprets your words as code. So you don't need to be a programmer anymore. You wanna build an incredibly sophisticated tool to help you in some aspect of your business? If you can speak English, you can build that tool without a programmer. So prompt engineering, interacting with the AI systems, you're going to learn as part of these skill sets. And multitasking is huge. I am between applications and tabs on my browser more than I have ever been in my career, and I've always been super aggressive that way. But learning how to interact with the various tools and use them in a coordinated way is going to be a skill you're going to need. If you've watched my videos, you know that I'm big on speech-to-text tools. The Whisper AI technology is speech-to-text. I dictate into my microphone using speech-to-text all day long. I barely type. Even if you're a good typist, which I'm not, but even if you're a good typist, you can speak 3 to 5 times faster than you can type. And when you're having to generate a lot of instructions, props, into these GPTs, to be able to just speak it and have it spit out near-perfect transcription in real time and then cut and paste that into your prompt box, into your input box on the chatbot is huge. So that is a skillset. And of course, continuous learning, adaptation, and collaboration with the AI system is really important. Then one thing we're not gonna talk a ton about today is measurement. We've developed an AI Amplified Factor, which essentially says this: if you think that AI is about just time, being able to do something faster, you're missing the point. There are at least 2 other aspects to amplification. Am I amplified 2x, 5x, 10x? Time efficiency is one, but sometimes using AI, you're going to actually take more time. But the quality of your work is going to be 10 times more. You take twice as much time and you did 10 times the quality. Hey, that works out for you and it works out for your client. And then there's going to be these intangible value additions. One of the things that I constantly am harping on is that AI tools are relationship builders. Your ability to build relationships with your clients, your partners, your adverse counsel, even using these AI tools, is insane. I tend to be really matter-of-fact, right? So when I'm writing a response email to my, my, you know, adverse counsel, I'm essentially saying something like, received your email, I disagree, here's what's going to happen next. And, you know, you have till Tuesday to respond. You feed that into a GPT tool that's designed for communicating with adverse counsel, you're going to get a whole different email with a much better tone. The first emails I sent out using these AI tools many, many months ago came back with attorneys I've worked with year in and year out were adverse to me. And the response emails were insane. You know, it was to the effect of, hey, you know, Enrico, I just wanted to thank you for your email. You're right. I really appreciate, you know, your comments and I hope you have a great weekend. Never received an email like that before from this attorney. All because of AI. And there is this tool that I built called the AI Amplify Factor that I'll be sharing with you where you can actually take a task that you just did and it will compute for you how much you were amplified. All right, so let's go into what I think is the, the really cool part about, about GPTs. Why are they so powerful? And again, if you don't know what they are, go take a course. In our system, you know, we're going to walk you through what GPTs are and why they're important. But today, let's just assume you know that. Why are these GPT assistants that you can create so powerful? And they're— because they're AI tools you can use at work that are not generalized. They're specific. They're specific to your needs and your instructions. So number one, when OpenAI rolled these out in November. They increased the number of pages you can upload into a GPT for context. So up to 300 pages and maybe even 1,000 pages in some instances and continually increasing. Meaning that if you want to build a GPT to do something specific and you wanted to have your own proprietary information and knowledge, for instance, the client file as part of its knowledge to help you as part of its neural network, You could upload that into the GPT, as you're going to see in a minute, and now it's a specialized assistant for that specific case to help you with any aspect of that case. So you can upload a lot of knowledge into these GPTs, and you can provide custom instructions which tell that GPT— as you're going to see— what exactly it's going to be assisting you with. It's got more data privacy options, which is also Great. So this customization aspect is really important because you can program it, you can save the programming, and then you can continually upgrade that instruction to that specific GPT that might be a client email assistant. And then you can upload information, contacts into it to give it more knowledge. And then you can also, with these GPTs, share them around with your teammates and your colleagues and your clients. So that you can work on that issue together. You could have a multi-channel threaded discussion where you're saying something and then they're saying something, they're asking questions, then you're asking questions. So that was a massive leap forward in moving these GPT tools from, or from the ChatGPT chatbot from, wow, this is really cool. I can see how this might help me draft a blog post to Now I can use this at work. Now I could build something that's just for me that, that solves my specific problem. So think about them as AI assistants or robots made just for you. And you're going to break them down into 2 categories, repetitive tasks and long-term projects. So build a GPT for a repetitive task. I got to send a lot of client emails. So I built a GPT assistant that is specifically designed to help me with client emails. This is a client email assistant for lawyers. I actually built this for all lawyers, so you can use it. You'll get the link at the end of this, um, and you provide the relevant email history, then you say what it is generally you want to tell that client, and it drafts an amazing, appropriately toned, uh, draft for you, which you can then iterate on. Make this more casual. This is a good friend client. Change the tone to be more direct and more serious. Expand on this particular email. You work with the GPT to get it just where you want it to be. So outstanding invoice collections, my outstanding invoice. So the office manager sends a reminder that they're 90 days out on an invoice. That point, me as the attorney, I'm supposed to jump in. Right? So what do I say to that client to try and get them to pay? I built a GPT assistant that's designed to have the right tone and right approach to be able to draft that email for me. What you do is you upload the entire history of those invoices. It'll calculate how many months they're behind. If they made a promise to pay, then that's in the chat history that you've uploaded into that thread, and that will mention that in the response. You may recall on this date you indicated you were going to make payment arrangements. We still haven't seen So it's a repetitive task. I got to do that every month and I built a GPT to help me. And guess what? My collection is way up. That's real money in our firm's pocket. Client assistance, better client emails where at the end of the week on Friday, the ones I'm using ChatGPT for, I'm getting really personalized responses from the client saying, Enrico, I just so appreciate you. Just have a great weekend. Relationship. That relationship is worth money. And that's what we're here to do, is to try and level up at work so we could do better for ourselves and our companies. I got a lot of Airbnb arbitrations. I built an Airbnb arbitration assistant, and we're going to get into the guts of one of these in a minute. But I just want to give you some examples of the types of assistants you can build. Another Airbnb arbitration assistant, when the, when the host is terminated, For breach of the terms of service when in fact they didn't breach. I've got an adverse counsel email assistant that is specifically designed when I'm communicating with adverse counsel. I got a GPT privacy guardian when I need to upload information and strip all the client information out of that input or output so that I can use it to help you understand how these tools work. Prospective client prep call. We get, we have an intake system that's really sophisticated. I get somewhere between 8 and 20 new prospect emails per day off organic web search. I have to take a look at those and figure out which ones are vetted. We use Salesforce for that. But if I identify a particular prospect as a good one and they, and I send them my calendar link, I've got a prospective client call prep that is just money, and I upload the intake information into it and identifies the issues for me. It provides me a summary of all the intake information. If I ask it, it'll tell me about the legal issues that I should be discussing. It'll give me a list of questions for that conversation. I am now landing those clients at a much higher level, and I'm doing that preparation in 1/10 the time. That it was taking me before to prepare for that call. Create the perfect prep. I got a GPT for that. Legal drafting assistant. I got a GPT for that. Every client matter that is going to have ongoing work, contract drafting, whatever, I have a GPT for that. And of course, I use a GPT assistant to help me educate you guys as well. All right, let's get to the fun part of this. We're going to do a deep dive into the guts of a GPT. Before I jump into this next section though, I'm going to check the chat. Does anyone have any questions? And I'm going to go back through some of these at this point. So Jessica asks, Lexis AI, West AI case text, do users have to pay a fee for it? Yes. They're, they're pretty good. They're going to be much better in the future. The Westlaw one is insane, but it's incredibly expensive, right? So I, I love this question, Jessica, because what these GPTs do is they allow you to not pay some of these other platforms, right? Because right now these other platforms, they're gunning for big law, right? They don't care about you know, anyone except the money players in the game right now, which are these big law firms who are going to pay $1 million for Westlaw subscriptions for a huge team, right? These GPTs are there to help you along the way. Now, let me just make a note about this one specific topic for you lawyers on the call. ChatGPT and these other AI, generic AI tools do not have access to case law research. So you've seen The articles where the chatbot, where OpenAI ChatGPT made up a bunch of case cites, the lawyer submitted them to the court, got in big trouble. You could say, I guess, okay, well, ChatGPT sucks. No, user error. ChatGPT does not have that database that Westlaw Lexis has of cases and statutes, so it can't possibly do that job. So with Westlaw and Lexis, right, you are kind of stuck that at some point you're probably going to need to use that tool and you're going to have to bite the bullet. I'm waiting for the price to come down before we jump back into Westlaw ourselves. Casetext, some of these other tools, eh, not super impressed and they're super expensive. So instead of Casetext, I use ChatGPT Plus. I call it a GPT that is analogous to what Case text does. Yeah, I would like to know more about Privacy Guard after this. I'm going to give you make sure that you've signed up, and I will send everyone an email with all of the different GPTs we talked about today, and most of them you can use, right? And if you're in the community, you'll see those GPTs as part of the GPT threaded bulletin board, and I actually provide you with the prompt that I'm using to build that GPT. So you could cut and paste it and iterate on it as well. Um, all right, independent judgment decision-making is still the touchdown. Yes, for sure. All right, so let's go ahead and jump into this next section, which is let's just take a look at the guts of what a GPT is. And I know some of you are probably like, I don't even know what a GPT is, I don't know what it stands for. I have no idea what you're talking about. Don't worry about that. Let's just take a look at what it can do. And if you're really interested in building them, sign up for a course and it will get you lined up to be able to build your own GPTs. Yes. And here's a note. Westlaw and Lexis offer free trials. And yes, they're pretty impressive when you do do the free trials of the AI tool. They are amazing and they are the future. And I think the prices are going to come way down. Number one. Number two, do not sign up for 3-year subscriptions. God only knows where we're going to be 3 years from now. Right. All right. So let's go ahead and pull up. All right. So I built a GPT called Organizational AI GPT. And the point of this GPT is that, get off some of these tabs. The point of this GPT is that 2023 was about individuals who were trying to learn how to use these tools. 2024 is going to start to transition to something I call organizational AI, which is law firms and companies deciding they got to get ahead of this. They need to figure out how they are going to implement AI within their organization in order to be able to compete, in order to survive the AI age. How to get their employees onboarded? What are their policies for use so that they're not shoving a bunch of confidential information into a tool by accident? And and you know, how do they get people trained? So this GPT has got some really cool stuff in order to help with those issues. So organizational AI, how to implement AI in a company or organization. And again, I'll share this with you after if you are interested in figuring that out for yourself or your company. So this is where you find the GPTs. You could say explore GPTs. The GPTs are all up here in your sidebar. You could see other ones. If you go explore GPTs, which I'm not going to do because some of my client names are in those GPTs, you'll pull up a window here where you can see all the ones that you created. There's training in the platform that shows you how to navigate all of that. But what I'm going to do is skip ahead to— here's a GPT that I created. And one of the things that you can do is you can edit that GPT. And you in fact started with create a new GPT, and it's going to take you into the same web interface. So one thing that you can do is just talk to this chatbot right here and tell them— tell the chatbot what you want to build and it'll build it for you. If you want to do something much more sophisticated, which I recommend, you want to get into this Configure tab and you want to start working this left side of the interface. So what do we have here? We have the name of the GPT, Organizational AI. We've got the description, guides in integration of AI into organizations. And then we've got the instructions, otherwise known as the prompt. And if I pull this up, you're going to see that your role is to assist the user in understanding and implementing artificial intelligence within their organizations. And I'm going to actually show you how to edit this and improve it. Close that out. I added some conversation starters. How do I start AI within my organization? So I can just click on this little starter of conversations and it's gonna— the chatbot's gonna start to work with me, right? What is important about AI strategy? Again, I'm anticipating what someone who wants to implement on an organizational level might ask. Just gets the conversation started. Now I've uploaded a bunch of knowledge You can upload files into this GPT. This is the killer part of the app along with the custom instructions. You can upload files. So the economics of AI, AI skills, all these are documents that come, that are expert articles about how to implement AI, some of the issues you need to be thinking about when implementing AI at an organizational level. And when you upload these files, they become part of what they call the knowledge of this particular custom GPT. So not only is this assistant— this, think of this as a real-world assistant you just created to help you with this specific job— have custom instructions, it also has custom expertise that you control. And you will find that as you get better at these, you'll actually create knowledge, you'll put it in a Word document, then you'll upload it. You'll put some bias into the, into the knowledge, and you'll upload that into your system. So organizational AI, let's take a look at, at this. All right, so one of the things that is a power tip is that you can use these tools to improve your custom instructions. So let's just say here, this is kind of what I dictated here. Let's just go ahead here and say I want to improve this prompt, and then I might give it some specific things that I want to see in the prompt and give it some instructions about what I feel is missing, and then it will actually create a better prompt for me. Now Just like in code, if you use 3 quotation marks, you're demarking the instructions from the context. I'm just going to put this in here for fun, and it's going to now, in this development window on the right, it's going to help me build this GPT. And we'll come back to this in a minute. Here is my improved instructions. From going through this process previously. So it's coming up with, it's coming up with one that's pretty good. Great. I'm going to basically stop it and I'm going to put my new custom instructions here. I'm going to update this and choose only me, anyone within my team, anyone with a link, the whole world. You can pick who actually gets access to this GPT. All right, so now I've got a really sophisticated instruction. Let's break it up. So this is an advanced prompt, people. This is like where you need to get to. This is more than, hey, could you tell me, uh, uh, what kind of recipes I might, uh, you know, consider for dinner that includes salmon and peas, right? That is not what professional use of AI is all about. So what I've broken down this, this prompt into some categories here. There's something called role. And if you get into our advanced prompt engineering classes, which we're rolling out in the next couple of weeks, what you want to do is tell the assistant what is the role it's playing. All right. And if we take a look at the red over here, you'd see here the role— your role is to assist organizations in navigating the complex process of integrating AI into their operations. Right. You're going to have a task. What is it you're asking it to do? The task includes explaining AI fundamentals, developing AI strategy. So I, in orange, there's some overlap here, but in orange I've identified where in this prompt it knows what it has to do, right? You will provide detailed step-by-step guidance on various critical aspects of AI. Here's how you will assist: simplify complex AI concepts, guide organizations in crafting an actionable AI strategy. Advise on establishing an AI acceptable use policy that reflects organizational values and legal considerations. Discuss the types of resources and training essential for successful AI adoption. Now, this particular prompt came as a result of me taking my first prompt and using Whisper technology and speech-to-text saying, this is a great prompt, but I really want to dial in this GPT. Here are some of the things that I'm thinking about. Or improving this prompt, and I basically dictated some of the things that I thought were important. Like, I do think training is important, right? I do think resources are important. Let's integrate that into the, into the GPT. It is by speaking those instructions and then putting it in there, it's going to follow those instructions to create instructions. All right, so, uh, role in interaction. So this is what's called a conversational chatbot that I've created, meaning I don't want a chatbot that's just spitting out answers. I want it to challenge me. If I have an assistant, real-world assistant, I don't want him to just do everything I tell him to do. And we're creating what is analogous to a real-world expert assistant to do this one job that's available to me 24/7. So I want the assistant to challenge me and come back and say, hey, I need more information. Hey, I don't agree with this. Right? So I asked as part of my speech-to-text, I said, and by the way, I really want this to be an interactive conversational tool, so make sure you ask me questions when you think that, that the information would help you give me a detailed and comprehensive response. And so in the green here, we've got probe for more details about the organizational goals or tech infrastructure. What? Provide personalized advice. Engage in dialogue to understand the organization's specific concerns. Request information for organizational's current capabilities. These are some of the skills that we teach you to start integrating into your interaction. And I think you could start to get the idea here that if you're just talking and typing in a few prompts into ChatGPT, you are not at the 5x. 3x or even 10x level of amplification, right? In order to get there, you need to start thinking like this. Now keep in mind, all I did was talk at the AI in order to prove this. It came up with this entire prompt, and all I did is put it back into ChatGPT, and now it's there forever. I don't have to do that again. It's like teaching an assistant and never having to repeat yourself. What's that old saying? You got to tell someone 7 times before they understand. Not true. With AI, you only need to tell them one time and they'll understand. Blue is context. Context includes, you know, encouraging— encourage sharing of current metrics or performance indicators used within your organization. Tailor explanations based on specific areas of interest or confusion shared by the user. So personalization, there's, there's personalization. Prompt engineering in here. Tone— this is important. Tone should be in plain English, accessible and understandable to ensure broad comprehension. So when I was telling the AI how I wanted to improve the prompt, I did mention that, you know, why don't you just make sure that the output is, um, such that a, a high school senior could understand it? And I love that prompt. I use it everywhere because a lot of times the prompt will come back flower— unnecessary adjectives, flowerly, flowery and, uh, maybe too technical. Most of your communication with everyone should be in plain English, and so it can be understood. It's not insulting to say 12th grade level. I want to know what the hell you're saying at a 12th grade level, right? Another favorite prompt: go step by step. This is one of the things that you'll hear out there in the, in the YouTube world and the blogosphere, is that AI does really well when you tell it to go step by step instead of just spewing out an answer. Take one little step at a time, ask questions, and then just take another little step. That allows you to iterate with the AI and your assistant in a way that is going to make sure that it stays on track, it gets more nuanced. You're making sure that you're controlling The activity of this assistant. Practicality. We're not looking for, you know, in our world with AI for the win, we're looking for practical advice. We're not looking for theoretical BS. So I always tell my prompts, make sure this is practical advice. Educational level, you know, is in blue. Your instructions designed to be accessible, understandable, even to those with basic education level. So this is now a GPT prompt which is going to do some pretty amazing things. Let's take a look at some of those amazing things. Let me go ahead and confirm these changes. And right now I'm in the development window of the GPT. I'm going to actually go back into the use tool, which this is normally where you would you would go to use this GPT. So when I'm working with my clients to help them implement an AI policy, acceptable use policy for AI, and I'm helping train them, etc., this is the tool that I'm going to. And let's just take a look at how I might go about that. Here's some input: I'm providing 1-hour training session for one of my clients, ABC Incorporated, which is a platform as a service company comprised of executive managers, sales team, software coders, I want to start an outline for my presentation. Here's an interesting way to start a chat. Before we even get started, assistant, what questions do you have for me before we get started so that you can help? Advanced prompt, advanced prompt engineering, right? This is where you're going to start to get the value. So let's go ahead and put this in, see what comes back. So you could see here I'm providing context for the chatbot. So when AI is having some issues here, I'm telling it got 1-hour training coming up for one of my clients. Some of these clients are probably on this call right now, which is the transparency that I talked about. Hopefully we're going to be able to do that. If not, we probably can. Go up something. All right. Organizational AI assistant says to help you craft tailored presentations for ABC, I have a few questions. And audience current understanding of AI wants to know about that. What's the status of implementation? And they haven't started yet. Probably some employees who are using it with, you know, on the side. What's their objective? What is their industry? What is the training scope that they're going to be considering? Do you plan to include interactive elements in training? Key takeaway is technical debt. So I'm going to go ahead and say in response, and you can guess that I dictated this. I did not try and type all this out. Dictated it in less than 30 seconds. All insightful questions. I'm preparing to share the acceptable use policy for AI. Which is a key agenda item for tomorrow. Our goal is to present this policy to our employees, clarify any uncertainties, and address their inquiries. We're gearing up for an audience primarily focused on novices, et cetera, et cetera. We're keen on gathering insights on how the team envisions utilizing AI. And so let's think about— and I, yeah, I totally said, let's just think about eventually we're gonna have a questionnaire for them. But let's table that for now. It will probably help us understand where they are and what their concerns are. In terms of anticipated outcomes, we're looking for to effectively introduce the policy, solicit and value feedback, ensuring that we're attentively listening to our employees. All right. So, going to answer the question here. Let's cut paste this in. And you could see now one of the important things that you need to understand when you're dealing with AI, which is. It's an iterative process, right? This isn't give me an answer. This is you're working with an assistant, you're providing that assistant the necessary context, the assistant's coming back with you with something, you're reviewing it. You are the coaching quarterback. It's not doing your work, it's helping you do your work. And so you think about it that way and you continue to iterate with them. And unfortunately, you'll see that one of the things you're going to experience with especially ChatGPT, which to me is the number one tool right now available, available is, uh, sometimes they get a little overloaded and, uh, you'll get some timeouts on some of this stuff. Now it's saying searching my knowledge, which means that it's actually looking back into some of the documents that I uploaded and also this previous thread. And one of the things that's coming very quickly is something called memory, and they've already announced it. And memory is going to mean that it is actually going to do better at storing the prior chat history so that you can just keep coming back to a bookmark chat and you're going to be able to access that again and reuse it. So let's— since we're having a timeout issue here, I'm just going to go ahead and try again. I refreshed my screen in order to get rid of the error. And go from there. Something gone wrong. So what I'm going to get in, probably in my email, is OpenAI is experiencing a little bit of problem. They usually fix those in a few minutes. And so the next thing that I'm going to do is I'm going to say, you know, before we get started, here is a summary of ABC's website and use the information provided to create a detailed presentation outline that is targeted to ABC. That I use my 3 quotation marks. And how did I get this summary? I went to a tool called Perplexity AI. And Perplexity AI is a, a surrogate from— for Google, right? So it's going to actually go out and search the web. It's going to consolidate the most authoritative information that it finds, and it's going to provide it in a chat output format with links to references. So I just put my links to my client's website in here and said, please search the website, provide me a summary of the, of the services being provided, and that I anonymized that information for the use today and put it in here. So let's go ahead and go down to the next one. Um, and basically I would— and with this one, I actually uploaded the acceptable use policy as part of the thread. So let me show you that really quick. So not only can you upload into the back end of the system, you can continue to upload information as you have the conversation. So you see here now it's Work, and this is not unusual. Be a little patient mindset. Based on the detailed context you provided for ABC, here is the overview that it is the bullet points for the presentation. And if you dig into it, it is spot on, right? All right. I would like to prepare a survey of ABC's employees before the meetup. The next question, let me show you how to upload. So if I wanted to upload and ask questions about the acceptable use policy for AI, I would do that. That could be any sort of document, Word document, PDF. Now uploading that, summarize the key points in this policy or the adaptation. And so it will do that for us. It will also create a survey for us. You could see here that because I am— got the right mindset and I'm interacting with Asula and I'm the one that's thinking of the next best thing that needs to get done, I'm the one that's telling it how to go about its job. I am the coaching quarterback of this GPT, right? That's how you get value out of these tools. And the smarter you are, the more talented you are, the more you're going to get out of these GPTs, the more you're going to be able to use them to your advantage in order to 10x, 5x, what have you, 3x, right? So you can see how this works. You just keep going through it. I was able to do this work for my client and get ready for this presentation to introduce the acceptable use policy for the client. In half the time and probably 4 times the quality of work product. So let me just take a moment to stop on something that I think that the lawyers in the room might be thinking about, which is, so, okay, so let's just go ahead and think about if I can do that work in, you know, in a third the time, what does that do to my hourly billing model? And the answer is, I can't tell you for sure. But I do know that billing by time is definitely coming into a period of change. And it might be that clients now want to pay by the second, not by the minute, not by the 6th minute. I don't know. But here's what I've experienced over the last year. Clients have X number of dollars to spend on you as the outside attorney doing something. And if that number's $10,000 or $20,000, what it Really translates into in most cases is you could do so much more work for them within that budget, so much better work within that budget than you could ever do before. So with most clients, the budget stays similar, but your work product and your ability to help them and actually get them to profits increases exponentially. All right, so you can see this keeps going. Again, I'll give you a link To this document at at at the end of this, and before we get too much further, let me just go ahead and send you. So this is the survey that many of you use. This is the community sign up webinar sign up that many of you use to get into this program. If you're already part of the community, don't worry about it. But if you're not part of the community, you haven't filled out this form. I'm going to put it in the chat. Because this will allow me to email you after the webinar with some of the links that I think you're going to find pretty valuable. Go ahead, drop that into the chat. All right. And let's just go ahead and take a breather here. Does anyone have Any immediate thoughts about what we've just gone over? And I'll check out, see what's in the chat. So Mark asked, where do I find prompts or other tools to use ChatGPT for legal marketing? How does Chat narrow the market? Clients needed, uh, needing a tax attorney. Great question. So Mark, the tool I'd use for that is ChatGPT Plus, right? I, I use ChatGPT Plus for almost everything except the other tool that I use is called fireflies.ai. Fireflies.ai is a transcription tool that gets added to every single call that is either a Google Meet or Teams call or share screen. And that will provide you a transcript telling you everyone who's speaking. That transcript will be near perfect and give you complete permanent institutional memory of that conversation. So you never have to remember what you talked about with the client a year ago or what have you. So the other tool that I use is Fireflies because I upload those, all of those transcripts into my GPT for that client. So now I can say to the GPT, hey, where did we leave off with this client? What were the initial concerns of the client? What were the goals of the client? Remind me what I was going to be doing next for the client. Provide me a summary of the client's concerns. And I built the GPT, I uploaded the transcripts, and I can run on GPT, on OpenAI's ChatGPT Plus, I can run those queries. But in Fireflies, I can also run those queries. So I can go to Fireflies directly and say, provide me a summary of this call. What did we talk about with regard to the retainer? What were the client's concerns or goals? So you can use that AI tool in order to have perfect memory of every conversation. Now, I've been doing it for 10 months, and there are other tools like Otter out there that do the same thing. And one of the initial thoughts that people had were like, hey, I don't know, are clients really gonna want to be recorded? The answer is literally without exception, hundreds of them to date, every single one of them. Why? Now they have your advice permanently there for them to go back and reference. I can't remember what he said about this, right? Can't remember what I was told about that. So they now can use that same tool to be able to remember and use AI to, uh, to, to get information about what was discussed. Second question, isn't that scary? You're now gonna have to Stand behind your words. Well, I've been innovating on the business side of law since 2004. We actually created business models that never had been used before, like flat fee pricing for complex matters in 2004. We were blogging for business when it was considered unethical because clients might think it was. So my general attitude is, fuck you. I don't really care whether or not, you know, you've got concerns. I don't have concerns, right? So for people, for the naysayers on things like recording conversations, what I encourage you to do is go try it and see how many people say no. And I tell them at the beginning of the call, and they already got notice by email, this call will be recorded, right? And I say, hey, by the way, is it okay that we leave the note-taker in the room? And they always say yes, and they find it incredibly valuable. And I find it incredibly valuable. I don't have to take notes. I can actually listen. what they're saying, 'cause I don't have to take a single note. I've got perfect recollection. This is an example of how AI is going to change how you practice law, your abilities in practicing law. All right, some more questions. When will ChatGPT become HIPAA compliant? You know, it's a good question, and I think it probably already is. So I was able to get into the backend, security room for OpenAI to see their protocols. You have to get access, you have to ask for permission, you get limited permission. OpenAI understands that they live and die on security and that any security issue is going to potentially kill what is quickly becoming the most valuable company in the world. They also have to deal with GDPR. Right? So in Europe, so they have got incredible systems in place for data security. No one's perfect. And there's going to always be data breaches. But guess what? Do you use Google? Use Gmail? Use Google Docs? Do you use Microsoft Cloud? Do you use any of that stuff? Because they also can have problems, because it's all cloud, right? So some of that is just part and parcel to all cloud-based technologies, but I would do a search on perplexity.ai for this exact question and see what comes back. Okay, I have ChatGPT Teams. How do I activate Turbo, GPT-4 Turbo? It is activated. You're already, you're already running it. It's not an option because they just baked it in. Um, do you have— do you put the fact that you're using Do you put the fact that you're using ChatGPT in your engagement letter? Not yet, but I think we're moving in that direction. What I do is in our introductory call, which is again recorded, I say any number of things. I explain the retainer in detail. I tell them exactly how it's going to work. And I let them know that we are an AI-enabled law firm, meaning that we are able to deliver more for less. And I tell them how that is going to happen. And again, why wouldn't you be thrilled right now? Every once in a while, I'll have a client that's engaged in something that I think is incredibly sensitive. And I don't know if I'm going to get some sort of federal subpoena down the line on it. And I will avoid AI tools on those matters. But otherwise, I'm— You know, I'm transparent, receptive to any comments or feedback, and in most cases we are rolling with it. Let me add something to that answer. With ChatGPT, there is something called share. So with my clients, I can actually take— see if it's having a problem here. I could— no, it looks like it's having a little bit of a hiccup this morning. There is this share feature over here in the top right. There it is. And I could take and share this entire thread with whoever I want— my partners, my client, what have you. And, um, and if you are in something called ChatGPT for Teams, which I am here, meaning I have an organization set up on ChatGPT. I bring my employees onto the platform which I control. And when you're part of ChatGPT for Teams, which we're providing training on that, which is going to be key for organizational AI, you can not only share a thread with someone, but you can continue to see the conversation evolve as you go back and forth. So when I do a client intake and I'm spinning that off and delegating that to someone else, and I've used my client, my, my, my GPT that's helping me prepare for that prospecting call, I then send that link to whoever I've delegated to, as well as the Fireflies link. So they have, again, complete information about everything that was discussed, and my thoughts are going to be revealed. In the input on these threads. So you can see that this is, it's a deep dive. And I know that, you know, with, with some of this stuff, you may be thinking, wow, I'm never going to catch up. There's no way I'm going to ever get, get from where you are today to where I am. I will tell you that you can, right? And you don't need to get to where I am exactly. If you get to one half of where I am, you're going to be multiplying your abilities as a fill-in-the-blank lawyer, business professional, founder, whatever it happens to be. And it's just a question of continuing to work with the tools, getting the training that you need, and, and just keeping at it. And I can fast-track you if you want to jump into some of these courses on some of this stuff in order to be able to get from here to there faster. But there's also YouTube videos out there that you can search for to help you with a lot of stuff. And certainly a lot of blog posts that are there to help you with a lot of stuff. So it is possible for in 2, 3, 4 months from now for you to be in a place that you can't even imagine, right? So I encourage you to start down that path. All right. So, oh, prop sheet is great. This is going to be— Kwame is reminding me that one of the ways that we ended up with this community of 800+ people is that I built a prompt engineering spreadsheet. So let me go ahead and show you that and then do a share screen. And so we talked a little bit about prompt engineering today. So, uh, you saw some really advanced prompt and prompting. Um, here is a spreadsheet that I just sent you a link to. You have total access to it, share it around. And this is instructions on how to prompt, and it just starts out with how to use this sheet. There are tabs at the bottom. Um, you're going to hear what, what it's good at, what it's not good at, right? Here's the rules for prompting. Remember we talked a little bit about the art of prompt frameworks, which are— they call it like RTF, RCTF, RTCF, whatever. It means role, task, format, tone, right? Or role, task, context, examples, format, tone. And then it gives you examples of those prompts. So we're about to launch into a whole training program that's going to do a deep dive into some of this stuff, but Um, this will give you a feel for the types of things that you need to be thinking about when you are speaking plain English to your assistant doing the jobs that you're instructing them to do. Now, there is also something that is, uh, pretty interesting, and I mentioned it a little bit earlier, so let me just go ahead and pull it up here. Within— when you log into OpenAI as ChatGPT user You come to this screen. But if you go to www.openai.com and you log in there, you have options. And one of the options is to get into what's called the Playground. And the Playground is there for developers. Well, guess what? You are all developers because you could all speak plain English. You're, you know, words are code. Right? But the reason that I use the Playground is that one of the Playground items is called Complete, and within that is this speech-to-text tool, which is based on the OpenAI Whisper technology. So I just talk to my assistants all day long. I tell them what it is that I want them to do. I provide them context, instructions, and really just in a stream-of-thought fashion. I don't have to get things in the right order. I can go back and when I'm prompting and say something I wish I would have said at the end of the prompt, at the beginning of the prompt, it doesn't matter. It's going to interpret all of that correctly, and I'm able to really drive a lot of instruction to my tools. And you'll see that unlike Siri The Whisper AI technology is nearly bulletproof, right? So it, it does a really great job of speech-to-text. And so I have it open as a separate window all day long, and I put it off to the left. And whenever it is that I need to drive content, I'm doing speech-to-text. So I'm doing an affidavit for a collection matter on attorney's fees, How did I do that? Well, I opened up a GPT, I uploaded the background information, I uploaded the motion to dismiss based on jurisdiction that was filed by the adverse party. I needed to establish minimum contacts, and I just started talking to that generalized GPT saying, here's what I need to do. I need to have the declaration. I'm going to upload the brief they filed. We need to address those issues. I'm going to upload the research that my partner did that we need to account for in my declaration. We need to hit all of the elements in the case. cases cited in that brief. And I want you to help me draft a declaration. But before we get started, I want you to review the brief that we filed in response. Take a look at the cases in there. And I want you to ask me questions that will help reveal the types of facts we're going to need in order to establish jurisdiction. That's a real-world example of how I would go about building that declaration. And I was able to draft and iterate on that declaration all day long and get it rock solid and have it meet the elements that were required by the case law in Michigan on minimum contacts. Okay, could I— could you please provide a list of all the tools you use on a daily basis in your practice? Yes. Perplexity AI I use for Google search. I don't do any Google search anymore. I use perplexity.ai. Free version. You can get into the $20 a month version. I haven't had to feel the necessity of doing that. They have good security, data privacy built into their tool. And so instead of a Google search, I'm using Perplexity to get information and develop expertise. ChatGPT does not in and of itself have access to the internet and it was built, the model was trained on all of the internet data through— can't remember what month— 2023. After 2023, that month, it doesn't have that as part of its dataset. So you, you know, there are plugins for ChatGPT that can access the internet. Don't bother with that. Just use perplexity.ai, which is designed to do internet searching and provide you a link to the reference source material so that you can see exactly where this information is coming from. So perplexity.ai, fireflies.ai, I've been using forever. It is the one thing that you could do today that is going to make a huge difference because you're now going to have perfect knowledge of every important conversation with the client or customer. Even our partner meetings, we don't have to remember what we talked about the last one and what were the tasks. I could just go to the transcript and say, what were the tasks coming out of the last meeting? It gives me a perfect list of tasks coming out of the last meeting, right? So really those 2 tools and ChatGPT are the ones that I use as my core tools. I rarely get into other stuff right now because I'm running this community and I've got to develop some images and videos and stuff, which you guys probably don't need to worry about. I do use some other tools for that, right? But in terms of you as a business person or a lawyer, like these tools are going to get you a long way. And the beauty of ChatGPT Plus and these GPT assistants is they take the place of so many other tools that are out there. So what OpenAI did is when they launched is they, they gave developers access to what's called their API, which is Basically, you can connect whatever it is your code is to their tool. And now I can build something on top of ChatGPT that does something specialized. And all of a sudden there's a zillion plugins that were developed and third-party apps. Well, then OpenAI launched GPTs and essentially obsoleted almost all of that stuff, right? So there's a ton of noise. There's a ton of things that are going to be calling you. I can do this. I can do that. Use this tool. Use that tool. No, the ones that are ready for primetime today are going to be the ones that are— OpenAI's got the most advanced model. Maybe, you know, this last week Claude may have jumped it in a few categories, but that's not going to last forever. Or if it does, they're still on par. You can't be jumping around. OpenAI is still, I think, in the long run, the best bet. And if one of the other tools gets better, you can't build a GPT with Claude. So Not worth it, right? So use ChatGPT Plus with the appropriate data privacy settings. If you're an organization and you're looking to implement, you need an acceptable use policy for AI that you're going to train your employees on. We've got a ton of information about that on our website, travislegal.com, that'll help you build that out. And then you're going to have to train people. And that's why we built these classes, because For organizations, you not only need to provide the resources to your people to be able to learn how to get a ChatGPT Plus or Teams account set up with the right private— with the maximum privacy settings, you need to test them. There are quizzes in these classes, which is why I'm gonna move from YouTube, quizzes that you have to pass in order to get your certificate. So if you're an employer, you know who got their certificate and who did not, right? And if you're gonna make sure that people aren't feeding client information into the wrong tool, you, you have to get them into that certificate and you have to have the acceptable use policy for AI, which includes an exhibit which has approved tools, right, which get vetted by the organization or oftentimes me for the organization to make sure that they have the right reputation on data privacy, that they're set up correctly, that they're not being used inappropriately. Right? So you've got your approved list of tools. Typically, it's going to be OpenAI's ChatGPT Plus. It's going to be Fireflies, very reputable company. It's going to be Perplexity, right? Some of these other tools, but you're going to vet them, and then people are going to have the skill to be able to use these initial tools. They're going to know how to set up the privacy settings, and if they want to add something to the list, there'll be a privacy officer, AI officer at the company. They're going to send, hey, this tool looks tool, this Tool looks cool. Can we get this approved for our department? That's the way organizational AI is going to have to roll out. That's what we're helping our clients with to try and do it properly, right? AI is coming for every single one of your clients if you're a lawyer. If you're a business person, all of the tools that you're using in your business right now, by the end of the year, are going to have some sort of AI baked into them. You need to not only know how to use those tools, you need to figure out how to leverage up your teams so that they can start competing with your competitors who are definitely, some of them thinking about how to leverage up with AI. Fireflies free version have some privacy settings as the paid version? Good question. I think so, yes, but I would double-check that. Fireflies understands these are private conversations. Its whole model is built on privacy. So I think the answer is yes. I pay $20 a month for ChatGPT Plus. I can't remember what the Fireflies cost is, but it's not cost prohibitive. It's relatively inexpensive. Perplexity I use for free, right? So for me individually, the cost is nominal. For the other people that I bring on board through our teams, our OpenAI ChatGPT for Teams organizational, tool, which is the same as ChatGPT Plus. It just— you get organizational control of who gets access to it, and it's built-in privacy. We've got 9 people on our team, so it's 9 times $20 a month. Not inconsequential, but the way I try and think about it is if I'm getting twice or 3 times amount of quality and effort and efficiency out of each employee, There's no question that I'm getting maximum value. ChatGPT paid version, same as ChatGPT Plus? Yes, if you are on the paid version, $20 a month, you are on Plus. And there's some videos that, that I did on my YouTube channel, which let me give you a link to that, that talk about some of these things. And then if you really want formal training, you can get into the formal training which tells you how to get set up on ChatGPT Plus. Let me just go ahead and find YouTube channel. So this is really where I started, and I've always been very motivated to share my expertise with people and to level up people on an industry level. And so I started with these YouTube videos training professionals how to use AI to win and realized there was tremendous interest and the thing kind of blew up. And then I realized, you know, doing a one-off video on one thing isn't going to cut it. It has to be structured. There has to be testing involved. And so then we still do content on that channel, but the real structured stuff happens through the community. And if you're interested in joining the community, it's $119 per month. You get— if you get registered, I'll give you a free trial which will actually allow you to take the classes for free. And I hope that you'll stick around for the next classes, which will all be endlessly coming down the pipe to make sure that, uh, you get from here to there, wherever there turns out to be. All right, any other questions or thoughts as we come to the end today? Could you please explain how to turn off the training feature in GPTs? Yes, so they changed that. I followed your instructions for turning off the training feature in chat in Plus, but it's unclear about customizing GPTs. So what I believe occurred is that they realized these GPTs were having private information uploaded. And I have this sense, even though I haven't been able to confirm it yet, I'm working on it, that instead of having a checkbox, which is no longer there, to create a GPT that They cannot train on your data. If you have a ChatGPT Plus account and you've got your— you've opted out of data training, which I've got a free video on that, that's called Data— that's called Security Settings on the YouTube channel. I've got a whole class on it inside AI for the Win, how to find the form that you fill out that will make sure that you've opted out of all Data training. None of your input or output could be used for data training. None of your uploads can. No matter what you're doing, no matter what version of ChatGPT, I think it's critical to fill in that form. If you use ChatGPT Teams for teams, they— their policy there is they don't use any of your information within that team for training. But I still want to opt out, right? So let me go ahead and take a quick look and see if I can quickly find the video, which I think has changed a little bit the process, but you'll be able to figure it out. Let me share this. All right, so here's that YouTube channel. And you can see this is all the free stuff. There's that Whisper AI, which is how to get logged in there. That's prompt engineering video. Here it is. Here's the secret data privacy settings for business users. So let me go ahead and put that Into. Right. And again, in the, in the AI for the Win community, there is, uh, these classes which guide you through it and test you on it. So you go to the student dashboard and you go to create a ChatGPT Plus account. One of the classes is how to maximize your privacy and protect confidential information. And so these are very substantial videos that culminate in a quiz. And at the end of this series of classes, you actually get a certificate. So you feel pretty confident that you can get the security settings set up correctly. In this class, we talk about the 5-Core Learning Method, which I think is the most important aspect of all of this. Um, understanding the user interface, core features, how to set up your account if you don't have that set up correctly. If you are really interested in building GPTs, then this next course is for you because this one is Um, you know, not only how to do it, but endless content every week, uh, added with a new GPT that I use and teaching you how to build it and how to do it correctly. So what are GPT assistants, building advanced GPTs, how I use GPTs every day. And so this one is a video, for instance, on how to build a prospective client call GPT assistant and then how to use that assistant Approaching it in the correct way. How do you interact with it? All of that stuff. All right. Any other questions before we finish up today? All right. Donna, let's see what Donna has to say. What are the triple quotes again for the prompt? All right. Triple quotes. Separate— and this is coming from coding language, so this is just one of the things that, that OpenAI ultimately instructed on. A lot of times your prompt has 2 different sections. One is you're telling it what to do, and the next is you're providing it the contextual information. So let's just take a client call GPT. The first prompt is, I want you to help me draft a call, an email response to my client. And then I use 3 quotation marks because then the next piece is going to be— I'm going to cut and paste the history into that prompt. So first part is, what are you going to do? The instructions. Those instructions will include, please review the, the email threads, the historical email threads for context. Quotation, quotation, quotation. Boom. Now cut and paste whatever you want. And usually it's the entire email thread. And the beauty of that, the amazing part of that is the email actually incorporates some of the history. And so you don't have to remember the names of some of the other people involved or the company names or the dates. It can pull all that into your email response as part of the context. And so you could just, if you play around with it, you're going to see, holy wow, like this email is one Unlike I've ever set in my entire career, and I'm doing those all day long. All right. Anyone else have a thought or a question? Otherwise, make sure that you have— I'll provide it again— fill out this form if you're not already part of the community. So that you can get a follow-up email here in the next couple of days. And Donna is raising her hand, so I'm going to unmute you, Donna. Hold on a second. All right, Donna, you are unmuted. Donna, you're, you're live.
Yeah, sorry. Yeah, you answered my question. You answered my question about the triple quotes. That was my original question. My last question is, do you cover any copyright issues in your training classes at all?
No. And so it's, it's a great, it's a great question because there's a lot of ancillary stuff that goes on in the world of AI. And we really just, for the most part, avoid all of that. We're really focused on training you how to use these AI tools to win. But, you know, OpenAI is being sued for copyright infringement because it ingested the entire internet, right? And then created a neural network on top of that. Is that fair use? Is that not fair use? They're figuring out a way to compensate people, licensing moving forward. My view is in all of these years, that kind of stuff gets sorted out one way or the other, and no one's coming after the users, right? Right. So, I wouldn't worry about that piece. In terms of the content that you're generating with the AI, whether or not that's protectable, maybe not, right? So, if you were to use the AI to invent something, Does that belong to you or is that, it has to be human created. So maybe it's not human created, right? So if it's not human created, maybe it's not subject to patent. So, you know, there's a lot of those kind of nuanced issues which we just try and avoid getting sucked down those rabbit holes because there's really no answer at this point.
And are you doing licensing with your, does your firm, Because I'm doing licensing. Does your firm do licensing for AI tools?
Yes, we do a lot of licensing across all levels, including licensing of AI tools, whether or not it's a, you know, a software licensing strict or a service agreement. Software as a service platform as a service is usually in the AI context what's going on. But that's part of our core business.
And if we want to partner with you on that, how would we go about that?
All right, good question. Let me go ahead and show you where I live here. So I started Traverse Legal in 2004 with the motto of changing the way law is practiced, using technology to innovate on the business model of law. So here we are at the most exciting part of my journey. Because of all the different things that have allowed us to innovate, to deliver more client value, there's nothing that has come along like AI. And so that's why I'm so excited to share what I know, because if it's just me doing it, that's not changing anything. But if I got an army of lawyers out there who are pushing on the edges of AI use, now I've got clients who are calling and saying, hey, I wanna make sure you're AI-enabled law firm. Mm-hmm. Because I want to get the most value for the buck, right? So I don't want my clients to luck into great value. I want them to be seeking it. And that means that there has to be market demand. That means there's got to be a lot of lawyers like me out there. Yes. Yep. And someone says, especially for attorneys who file briefs in court dockets all the time, aren't they almost contributing as much copyright material as they might Unwittingly from others on the internet. Yes, for sure. I mean, there's so many nuanced issues with all this stuff. I understand it. It's kind of part of my world. But like I said, you know, the beautiful thing about my world is there are no answers, which means there are lots of people who can pay me a lot of money to figure out what the answer might be 10 years from now, right? And that's the way my world works, fortunately, unfortunately. And Tony, appreciate all the feedback. I will be, you know, asking for feedback on this in the coming days. So that I can continue to improve these webinars. We're going to be doing them on a monthly basis. At some point, they'll just be internal for the community. But for now, we're really just onboarding people. If you know people you think might be interested in joining the community, send the link AI for the Win around and have them kick the tires. One of the emails you're going to get from me, if you're not already part of the community, is a coupon code to use to get free access so that you can come inside the community, the bulletin boards, the classes, take the classes and see, you know, see what it's all about. Our hope is that you'll see the value, you'll feel the passion, and you'll stick around.
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