Episode 60
Incorporating AI into Your Law Firm with Jason Navarro & Geoff Hoatson π€
Published June 17, 2025 Β· 31:02
About this episode
π In this episode of Elder Law Growth, weβre 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 youβve been wondering how AI fits into your law firm β this is the conversation you need to hear.
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π₯ Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology" ebook: https://amzn.to/3XByj3l
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