The Evolution of Legal AI with Brandon Almeda - podcast episode cover

The Evolution of Legal AI with Brandon Almeda

Jun 03, 202518 min
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Episode description

This episode is sponsored by the CallRail! Go to https://www.callrail.com to learn more.

https://justiceteamnetwork.com

In this insightful episode of the Justice Team Podcast, host Bob is joined by Brandon Almeda, head of AI Product at Attorney Share. Brandon shares his journey into AI and explains how tools like ChatGPT are revolutionizing tasks from coding to client intake. They explore how AI can automate and streamline processes, making law practice more efficient while still maintaining high standards of quality. 

Transcript

Bob

Hey, it's Bob Simon taking a break to tell you about CallRail. CallRail is a product that my firm uses, and what CallRail does is it plugs into your phone calls with your intake and with your clients to record those phone calls as real time transcripts so you can get intelligence and with the attorney share. Plugin.

You can actually in real time be able to send a referral out through the marketplace to find the best match all made possible with CallRail being plugged into your firm's intake with real intelligence CallRail. Welcome to this episode of the Justice Team Podcast on the Justice Team Network. I'm your host, Bob Simon, and today we'll be talking about artificial intelligence. Its use cases in law. And kind of the state of the union thereof of ai.

'cause we were sitting here filming in almost June, 2025. And it might be drastically different by July, 2025. But I'm joined today with the head of AI product at attorney share. Brandon Almeida.

Brandon

Hey Bob. How's it going?

Bob

So Brandon, first of all, we're gonna, here's what we're gonna talk about. He's gonna explore just with what's going on, kind of what's gonna be happening in the future, what use cases we're seeing here today. Uh, so first of all, how did you get. Into ai.

Brandon

Yeah, so, um, you know, I worked with our CTO, uh, George Jersey previously. Um, and after I left that company, um, I realized that there was a huge opportunity with, uh, the advancement of ai and it was really interesting to me. Um, so I basically spent 12 months just playing around building tools myself, just so that I could learn more about it and the applications of certain things.

Bob

Um, how do you, how do you use AI daily?

Brandon

That's a big question pretty much for everything I do, honestly. Mm-hmm. Um, it helps me plan, um, my day with a lot of different things. Um, the big use case that I really use it for is just brain dumping context. Mm-hmm. So that I can later leverage that in different formats. Um, so, you know, a lot of different use cases, um, mainly with the development side. Um, we used, uh, cursor, uh, which is a new ID that came out, um, and it's kind of transitioned. Is it

Bob

C-U-R-S-R as, or, uh, letter missing? No,

Brandon

it's, it's just how you spell cursor. Really? Yeah. cursor.com. How that's a good one to got. Yeah. Great domain. It's a great tool too. But yeah, it's basically, uh, transitioning the development, uh, uh, landscape too. Uh, you know, you used to have to know all the syntax to code and all that fun stuff and, uh, it's kind of, uh, uh, decentralizing and democratizing the ability for people to build products.

Bob

So are you, are, you're are using AI to build?

Brandon

Yeah, pretty much every time that I'm building software, uh, it's transitioned from writing code. I haven't written code by hand in maybe, you know, 12 months, honestly. Wow. Um, so yeah, you're just, you're speaking it into existence essentially. I

Bob

mean, so do you think like, what's the future of. Program engineering and coding, is it just AI or leveraging it?

Brandon

Yeah, no, definitely. I think it's gonna open up the door and then, you know, it's removing the value of needing to know how to code and it's going to bring to life the ability for people that have good ideas to, to build those ideas. And we're starting to see that a lot on social media. Um, you're starting to see this new venture of people, uh, the solopreneur, um, where people are able to just build entire products themselves.

That it would take, you know, teams to build, you know, previously for, you know, maybe even multiple years.

Bob

Yeah. And the, the feature that'll be out by the time this airs is, um, within a few weeks even Brandon was able to use with the rest of the, the team to have attorney share, have an API to plug into folks. Intake. Yep. Either what's completed or even in real time to be able to then find the best case for them. Either if it meets the, if it meets the criteria right. Of the lawyer that's getting the case. Mm-hmm. It'll go to their law firm. If it doesn't, it'll find the best match for them.

Brandon

Yeah, exactly. So yeah, you get, you know, your lead from any intake source, you know, online forms, uh, uh, maybe you have a phone call that you transcribe for a call center or we're, we're even starting to see that evolve into, you know, having AI agents take phone calls. Talking to, you know, potential clients, um, and, you know, doing that intake process. Um, and yeah, we can basically take that transcription or basically any of those intake sources.

Um, and then, you know, based on what your criteria is, so maybe you're a personal injury firm, uh, you know, you can say these are the, the different practice areas that are practicing. Uh, and you can, you know, set some score to say like, you know, uh, you know, I only want cases above a certain score. Uh, so if it's in your, uh, practice area, then it would go to your LCMS.

Uh, and if it's outside your practice area, but above a certain score, we could just post things to attorney, share auto, auto, post them, auto post them to attorney share. Uh, you get, you know, frictionless, uh, passive revenue from all those cases they get posted and people that pick them up. Um, so yeah, it's, it's really cool.

Bob

Yeah. And you know, if people are watching or listening, if. A lot of lawyers should be hyper specialized in what they do, but it doesn't stop you from helping consumers that call. Yeah. About any issue, right? So every lawyer that's watching or listening, you should have pages built on your website for every practice area. Because if somebody calls with a mass tort, right? Mm-hmm. Like a DE or Provera or like things that are out there, you can then route them.

Automatically through to attorney sheriff to have it match with the best lawyer and then track it all.

Brandon

Yeah, yeah, exactly. It's a frictionless process. It's the best of all the different worlds. You get the cases you want, you don't get the cases. That aren't valid cases, and you know, the cases that are valid that you may not specialize in, you can, you know, make, make revenue off of that.

So without any, without a process, you don't need teams of people to manage that overhead to, you know, work with other law firms, find other law firms, you know, manage that process through the matching, the signing and all that stuff. Yeah. So

Bob

as long as in every lawyer watching a listing, you should be using some kind of. Transcription service when you're doing intake. Yeah. Right. Whether people are plugging CallRail into it. Whether you are using companies like for your voice, AI intake, like capture now, like lawyer.com, like navigate ai or you're on Hona using that product, it'll, they already are coming out with the API integration with attorney share, so. Again, if it meets the criteria for your firm, great.

And if not, you're still gonna find the referral partner for that.

Brandon

Yep.

Bob

All just automated and auto posted.

Brandon

Yep. Yeah, it's amazing, I think. Yeah, the, the new product that we're coming out with at attorney share, uh, allows for anyone to send, you know, just basically a, a phone transcription or whatever your source is. Um, and yeah, we'll automatically post it to the right practice area, to the right jurisdiction. Uh, and, you know, we have a massive network on attorney share to help you, uh, locate, you know, the best match for, for your, your potential client.

Bob

Yeah. And, and then the best part, you know, for me as a lawyer on both sides of that equation, like one, if I get referred a case, this will automatically ping me and alert me and my team at cases in our wheelhouse, I could pick up. Or my intake team could pick up that call live or get back the person right away. And if we do sign the case, yep. ' Bob: cause the attorney sure only charges if you end up signing the case. If not, it just doesn't, it's only like a few hundred bucks if you sign it.

Yep. But then it tracks it too. So then I, if I pick up that case, the lawyer that refer me, that case could just see on their dashboard case was signed, see the fee share agreement and then. Get the updates.

Brandon

Yeah. No, and it's a great process. I mean, we were at lunch the other day and you got pinged for, you know, a great case. You were looking at it and you went to pick it up and it was already picked up, so you gotta move quick. 'cause these cases, they're, they're great and you know, you gotta move quick, otherwise it might go to someone else.

Bob

Yeah, there's, I mean there's been a lot of very, very good cases popping into there. And now with like the community, you can give communities first look at your case. You can give it, I think up to 24 hours. So what I've been doing is. Trust network, trusted network. We have a Justice hq. I will send our referrals to, to that network first to give them right of first refusal. 'cause I know it's going to a higher caliber, caliber lawyer because I know most of the people in that organization.

Yep. Other communities are doing the same thing to list everybody within their organization so that, you know, you're referring it to somebody who knows a good lawyer. They're also within your network. Mm-hmm. Your community. So it's also like another sense of accountability. Yep. Right. Um, and it's all automated, so like. Again, lawyers, if you're watching or listening, like it's free to create an account to do these things.

And I think for the first time, real lawyers can compete with firms they never thought they could that had giant call centers and giant digital ad spend. And I, so I mean, how could lawyers use artificial intelligence to open up their bucket of calls? Of cases? Like how, like what's kind of the, some things that they could be doing?

Brandon

Um, so are you speaking to like the intake side of things or? Well,

Bob

intake or even just like generating more leads like. With SEO and stuff like that.

Brandon

Oh, yeah. So, yeah, there's a lot of interesting things that you can do. I mean, speaking of SEO, um, you know, there's this concept of programmatic SEO um, you know, you can create individual pages for, you know, different practice areas, different locations and things like that. Um, and you can, you know, use AI to generate these pages in a specific structure so that you can, um, you know, push all of this content to the people that would be most, uh, applicable for it.

Uh, and you'll get this massive reach across, you know, the current, uh, search tools like Google and all the different engines. Um, but yeah, it's also an interesting concept and it seems like a lot of people are moving towards just using these AI tools. Like I, we were talking the other day, I haven't used Google for anything in quite a long time.

So we're moving into this new world where, you know, are people going to be actually Googling things if they're gonna be using something like chat GBT to find resources, like, you know, what's the best lawyer in, you know, California, whatever their needs are. What does that landscape look like in three months, six months to a year?

Because like you said at the beginning, like this, this stuff is rapidly changing and you know, something that might be viable right now in a, a month from now could be a totally different world. So,

Bob

yeah. And lawyers, I think law firms should be well-branded so people know and respect them, but if people call you with any issue, should be able to help them. Yeah. So I know a lot of lawyers big on social media that now have their AI voice intake that just give the person that. Contacts them and their DM say, here, call this number so we can help vet the case. Yep. And again, if it meets their criteria, great. If not, it gets put through.

And it's, I mean, it's crazy how like I think Attorney Shere does for under 300 bucks a month, you can have up to a thousand posts. Mm-hmm. Automated for the a thousand. Like that's crazy.

Brandon

That's a great amount of leads.

Bob

I mean, it's a great amount of leads. And for the other end it's like these are quality leads put in by a quality lawyer. Yeah. Usually within your trusted network. I mean, it's just. Technology's making things so much more efficient, but also way less expensive, because I think this process, even 6, 8, 10 months ago, would've been much more expensive and, and slower.

Brandon

Yeah. You know, a hundred percent. Yeah. The, the cost of software seems to be going down. I. And the cost of ideas are going up because, uh, that's what's gonna separate people.

I know we talked about it a little bit, but you know, you, the people that are having the ideas, the people that are able to stay in at the front of this, you know, massive wave of AI advancement, uh, and the people that can just generally understand the users and what they need, um, I think are gonna really differentiate the, the products that are gonna be evolving in this new landscape.

Bob

Yes, those thought leaders that, you told me something interesting yesterday is. Someone that like is involved in some of the best music writing of all time, has never played an instrument.

Brandon

Yeah. Yeah. That's a great thing that I love that, uh, that reference. I mean, I think he, I've seen this, you know, quite a few years ago. Um, but I think the taste is gonna be the differentiating factor. People that have, you know, been exposed to a lot of different things and they understand what they like and what works for, um, different users and different, uh, sets of people are gonna be really, uh, valuable in this, this landscape moving forward. For sure.

Bob

Yeah. So what are like the day to day. AI products, people watching or listening that they can be using or should be using.

Brandon

So I mean, obviously right off the bat, if you haven't heard of Chachi, bt, take a look. Uh, don't be fooled. It's the best $20 a month that you can spend. Don't be fooled by the free version. Um, but the

Bob

$20 a month actually is at a more secure network, right? Like,

Brandon

yeah, no, you get a lot of benefits with that. Um, but you just get better models. Um, you know, I like to think of these AI as basically different personalities or different people. Um, so they have essentially what they call models. They have different models. Um, so depending on what your task is, there's gonna be certain models that are better. So, um, the provi, there's gonna be different providers.

So we have, um, uh, open ai, which is who created Chachi, bt, uh, you have Anthropic, which, uh, they created Claude. That's their model. Uh, and then within these models they have different versions that they're constantly rolling out, making improvements and things like that. So. Yeah, I mean, uh, if you're, for the most people listening, uh, Chachi PD is probably gonna be the best, uh, the best model, uh, for them. Um, and then, but I would

Bob

recommend lawyers, anybody watching and listening get the $20 a month version because you want have your. Data secure. You wanna have, if you're putting in medical records and things, you have to have that. 'cause they are, they are soc two compliant, right? I would assume.

Brandon

Um, yeah, I would assume, but I, I, I'm not sure I, I need to double check. But yeah, I mean, basically pretty much everything that I do, um, you know, I'm working with these models and they have great, uh, knowledge and pretty much every domain. Um, I would say the way that I use them most effectively is basically, uh, a second, uh, set of eyes when I'm, you know, trying to architect a solution on the software side or things like that.

Um, I generally have an idea of what I want to do, and then I use it as like a, a sounding board to say like, is this, did I miss anything? Could I improve anything? Mm-hmm. Um, and it's, it's really useful in that capacity. Uh, you don't want to just, you know, assume that it's gonna give you the, the correct answer. Totally. I mean, it's really dependent on context. You know, if you ask it, Hey, how do I build a million dollar business? There's a lot of ambiguity there.

But if you say, you know, how do I build this law firm product that does X, Y, Z and you get really specific, you're gonna get a much better result. So the context and the input really dictates what you get out of it.

Bob

Yeah. And then the other, you use one to code. Mm-hmm. Um, what else, what other products do you like to

Brandon

use? Um, I mean, realistically, we're in this world now where you only need the model and it's really your imagination and how you can leverage it. Um, you know that you can do all sorts of things. Uh. With these models, and we get to the point now where you can provide images and it can see what's in the image. Um, you know, maybe if you're traveling and you're in Japan and you need to, what does the sign say? It will tell you like you really,

Bob

all the meta glasses stuff. Yeah. I mean, you can really do, what am I looking at meta? What am I looking at?

Brandon

Yep.

Bob

Then, I mean, I hear you can start to do like translation things too. Yeah,

Brandon

yeah. I, I would say, you know, just mess around. Get in there, play around with it, see what you know, what you think it can and can't do. You'd probably be really surprised. Um, and you know, just kind of take it from there and just maybe, uh, try and think of things that you don't think it can do and, and, and test it. And I, I think you'll be surprised,

Bob

um, and. I learned yesterday, used to be a competitive gamer before. Yeah. You in the space. And I also learned yesterday, so like what do you do for fun? Do you watch shows? Like what do you do?

Brandon

Uh, I'm full on AI at this point. I mean, I, I like to build tools and like I said, I like to see like, oh, could this be done? Can, you know, can the, the model, can this model do X, Y, Z? And, um, I like to build products around that just to understand what the limitations and capabilities are. And I gotta be honest, there's pretty much nothing that I've thought like, can it do this? That it can't do?

Bob

Yeah. And just seeing it live yesterday, just on like, Hey, let's have a thought. Can we live post this call that's being recorded with an AI voice agent? Mm-hmm. And auto post it with the recommendation that it go to either the communities of just HQ or law leaders. Yep. And you literally build it within 15. It blew my mind. He's like, I'm surprised this blows your mind's. Like, yes, this blows my mind that you actually took that transcript and made a post on attorney share all automated.

I mean, imagine how fast you're gonna be able to help people. Yeah. You're gonna, it's gonna be

Brandon

Well, yeah, which we talked about. I mean, basically in order, the use case right now for attorney shares, uh, if you have a call center, then you need to have someone, you know, either transcribe it or figure out what the parameters are. Uh, and then they need to log into attorney share manually create the case or the referral. Um, and if there's, you have a massive volume of leads coming in, that, that's a huge process.

And, uh, I think this is what you're gonna start to see, uh, is this automation, um, of certain roles. Because you can leverage these AI models and basically create a prompt to designate a specific job task or a process for it to accomplish. And these have been coined agents, so AI agents, and they're pretty specific use cases right now. But what we're starting to see is people building these teams of AI agents to solve more and more complicated problems.

Uh, and it's just starting to like consolidate these. These tasks and, and somewhat these industries, um, into more effective, uh, tools. Yeah. Well, I'm gonna, my sister just

Bob

pulled in. I'll just

Brandon

take,

Bob

we're gonna edit this out, but Nicole, I'm live on the show. Do you need into the garage? Is that what you're calling? I do, yeah. I'm opening the garage. Right. All right. Maybe we don't have That was my sister she called 'cause she's getting into the, our Torrance HQ and I can open the garage. I mean, look at this technology. I'm just gonna go right here. I'm gonna open the garage door for her

Brandon

at our office. It's opening. Look at that. But I mean, that could even be an AI agent right there. It should

Bob

be. I wish I'd picked up the call and knew to do that. Yeah. Uh, 'cause I knew what she wanted. Yeah. I knew the time. I could have just said automatically. But

Brandon

that's what I mean. I think people are, that's what's going start happening is there's gonna be these really micro tasks that people are gonna start to automate and then these tools are gonna start to get rolled up. It allows you

Bob

to do what you like should be doing. So like lawyers who are watching or listening, I think we've, we've entered the golden era of being a really good lawyer because I don't think we have to compete. In this market spend this race to do X, Y, Z manually. Right? So now we have the tools that have, with a very low lift, that are gonna be able to acquire the cases that we want or send out the cases that we don't to, to monetize and still help those people. Yep. Right? And, and this is all you need.

You need your cell phone and you'll be in your client's living room helping them or in the courtroom helping them and not. Manually doing all these tasks.

Brandon

Yep. Yeah, no, I mean, uh, eventually I think what we're gonna start to see is people leveraging AI to essentially clone themselves for tasks that they want to delegate. Mm-hmm. Uh, and you provide, you know, context into your emails or just, uh, a knowledge base of what, what you've done in the past. And, um, you know, like you've shown me, there's, there's a lot of promising tools out there that kind of already do this.

Uh, and it allows you to free up your time and, and let these agents kind of run these more mundane tasks on autopilot for you. Yep.

Bob

Mentorship on scale. That's one of my missions. Well, Brandon, thanks for uh, being on the show, brandon@attorneyshare.com. If you wanna reach out to him directly or go to the show, justice team network.com, go through that one. But interesting stuff, and I think when we probably get you back on the show three or four months from now, we're gonna see just the accelerated pace that everything has taken off For sure. Yeah. Well, thank you for having me. All right.

Thank you for watching and listening to this episode of the Justice Team podcast on the Justice Team Network. I'm your host, Bob Simon. Out.

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