Episode 60

Incorporating AI into Your Law Firm with Jason Navarro & Geoff Hoatson πŸ€–

Published June 17, 2025 Β· 31:02

About this episode

πŸŽ™ In this episode of Elder Law Growth, we’re bringing you a session recording from the 2025 Estate Planning and Elder Law Marketing Summit. Jason Navarro is joined on stage by Geoff Hoatson of Family First Firm for a deep dive into Incorporating AI In Your Law Firm.

Jason and Geoff cover practical ways firms can start using AI today β€” from improving intake processes with AI receptionists, to automating SOPs with custom GPTs, to using AI for marketing research, financial analysis, and client communication.

Geoff also shares real-world examples of how AI has helped his 60-person firm increase efficiency, improve client experience, and stay ahead of the curve (without replacing the human touch). Plus, they demo a live AI receptionist you can actually call and try.

If you’ve been wondering how AI fits into your law firm β€” this is the conversation you need to hear.

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