Next Level AI: Custom GPTs in Your Law Firm (Ep. 139)

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The Lawyer Millionaire® Podcast: Business & Financial Planning for Law Firm Owners

Darren Wurz, CFP

143 episodes

3 days ago

The Lawyer Millionaire Podcast is the go-to show for ambitious law firm owners who want to grow their practice, build personal wealth, and achieve true financial freedom. Hosted by financial planner and business strategist Darren Wurz, this podcast delivers actionable strategies to help you scale your firm, increase profitability, and design a future beyond billable hours.

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Next Level AI: Custom GPTs in Your Law Firm (Ep. 139)

The Lawyer Millionaire® Podcast: Business & Financial Planning for Law Firm Owners

29 minutes 11 seconds

3 weeks ago

Next Level AI: Custom GPTs in Your Law Firm (Ep. 139)

In this episode, host Darren Wurz sits down with Shannon Villalba, a visionary solo attorney who’s revolutionized her practice by integrating custom GPTs – AI-powered “employees” that handle tasks ranging from project management to sales strategy and even culture keeping.
Shannon Villalba shares her journey of building a virtual team using custom GPTs in ChatGPT, and walks us through how law firms can leverage this technology to dramatically increase efficiency, enhance client service, and maximize profitability – all without expanding payroll. Whether you’re just dipping your toe into the world of AI or you’re ready to rethink your entire tech stack, this episode breaks down everything law firm owners need to know to stay ahead of the curve.
Darren and Shannon discuss:

* Why embracing AI is important for law firm owners.
* How custom GPTs are not just AI hype, but practical tools for automating saving time and multiplying output.
* Real-world tips for creating and personalizing AI “team members,” even if you are not a tech wizard.
* Ethical considerations for law firms using AI tools.
* Comparison between tech forward and tech resistant law practices.

Resources:

A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy by Burton G. Malkiel
* Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear
* ChatGPT
* Perplexity
* Claude

Connect with Darren Wurz:

* Schedule a Call with Darren
* “Join our Next Masterclass Live”
* The Lawyer Millionaire Website
* LinkedIn: Darren P. Wurz
* Join The Lawyer Millionaire Founders Network and Book Club for Free
* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz

Connect with Shannon Villalba:

* Website: Heartsong Legal fka Villalba Firm
* LinkedIn: Shannon Villalba
* Instagram: HeartsongLawyerShannon
* Facebook: Shannon Villalba

About Shannon Villalba:
Shannon Villalba, JD LLM, is a serial entrepreneur, attorney, and holistic practitioner, and is the founder of Heartsong Legal fka Villalba Law Firm, a law firm providing holistic business and legal strategies. Her holistic approach guides her clients through business and law, drawing upon her personal experiences, intuition, and signature Heartsong Chakra Framework, enabling her clients to change their legal and business strategy narratives.