Modernizing Estate Planning with AI: Practical Uses of Archie
About this session
Estate planning requires precision and clarity, while also making complex legal concepts understandable for clients. This Smokeball webinar will show you how the Archie prompt library can support those needs with ready-to-use prompts designed for estate planning practice.
In this session, we’ll demonstrate what the library can do, share examples of prompts you can start using immediately, and explain the compliance safeguards that keep sensitive client and financial data secure.
By the end, attendees will:
- Learn how to leverage the Archie prompt library to create clear client summaries of key information and complex documents
- Know how to use Archie and write prompts to correspond with clients about their individual preferences and estate plan details
- Discover brand-new prompts designed specifically for estate planning attorneys
- Feel confident editing or adding to Smokeball’s out-of-the-box prompts to reflect your drafting style
- Walk away ready to get more done immediately using these prompts in your active estate matters
For estate planning firms, Archie empowers you to deliver accurate, understandable plans that give clients confidence and peace of mind. Save your seat today!
Featured presenter(s)
Eric has been with Smokeball for over 6 years focusing on template automation and using his subject matter expertise to enhance the software’s content. His time as a former paralegal with both litigation and transactional experience allows him to speak to various firm needs when considering process and efficiency. Eric is, above all, client-focused and puts the user’s experience first. His philosophy is that anything he can do to make a legal professional’s workflow easier is a win.
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Nirupa is passionate about helping legal professionals spend less time on tedious tasks and more time on substantive work to better serve their clients. A former legal professional herself, she has spent the past 7 years at Smokeball leading efforts to build and maintain smarter, easier tools for law firms based on their specific practice area needs.
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