Maximizing Efficiency: Tailoring AI for Legal Workflow Optimization With Eric Sanchez

Maximizing Efficiency: Tailoring AI for Legal Workflow Optimization With Eric Sanchez Ken Hardison 35:00

Welcome to episode 312 of Grow Your Law Firm, hosted by Ken Hardison. On today’s episode, Ken sits down with Eric Sanchez, Managing Partner of Maestro Strategic Partners and former CEO of one of North Carolina’s largest PI firms. With a background that bridges law and technology, including designing legal software that led to nearly 30 patents, Eric helps firms rethink efficiency, culture, and innovation in a rapidly changing AI landscape. Together, they dig into how law firms can move beyond “playing with AI” and start using it strategically through smarter workflows, better leadership, and thoughtful change management. What you’ll learn about in this episode: 1. Where to Start with AI in Your Law Firm – Why “we bought an AI tool” is not a strategy – How to do a simple pain point analysis to identify high-impact starting points 2. Turning Workflows into Leverage, Not Chaos – How to look at tasks like mail routing, claims opening, and intake through an AI lens – The difference between full automation and AI “enhancement” that makes good staff great 3. Understanding Agentic AI – What AI agents are, in plain English, and how they differ from simple bots – Examples of agents monitoring data, summarizing information, and handling multi-step tasks 4. Choosing the Right Tools for Your Firm – Why copying another firm’s AI stack can backfire if your workflows and culture are different – The importance of closed vs. open AI systems and when specialized legal AI makes sense 5. Leadership, Culture, and Change in an AI-Driven Firm – How to involve frontline staff, get buy-in, and reduce fear around technology – Why “invested leadership” will matter even more as your team shrinks but each person’s value grows Resources: Website: mstratpartners.com LinkedIn: linkedin.com/in/ericjsanchez Facebook: facebook.com/maestrostrategic Book: amazon.com/Invested-Leadership-Empower-Your-Heart/dp/1544547218 Additional Resources: https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind https://calendly.com/jenna-pilmma/strategy-session-with-pilmma AI for PI Expo: www.pilmma.org/ai-for-pi-expo

Ken Hardison Millionaire Maker

Ken Hardison, is known as the “Millionaire Maker” for a reason- having helped lawyers across the country double, triple, or quadruple their law practices and income, he brings to law firm owners the insights, knowledge, and critical strategies of Legal Marketing and Management that can only be learned in the trenches of real law firm success.

With over 30 years of legal experience, Ken has personally grown and sold two seven-figure law firms and has shared his knowledge and experience with attorneys, helping them experience exponential growth, increased profits, and ethical market preeminence.

With a passion and deep understanding of both grassroots and cutting-edged online legal marketing strategies, Ken is committed to helping lawyers experience greater levels of financial success, freedom, and personal satisfaction- the kind that comes from building an ethical and exceptional law practice. Focusing on the practical and the proven, rather than the cerebral, Ken guides lawyers through the steps needed to build the law practice many lawyers have only dreamed possible.

Ken is the Founder of PILMMA, Personal Injury Lawyer Marketing and Management Association, dedicated to helping lawyers learn the critical strategies to success. As a trusted advisor, consultant, coach, and Mastermind mentor, Ken has coached lawyers to greater success time and time again.

PILMMA’s powerful live and virtual events, such as the ever-popular Law Firm Growth Super Summits and Internet Domination Boot Camps have helped hundreds of lawyers gain the insights and strategies they need to propel their firms forward to greater success and exponential results and to stay current on the latest legal management and marketing strategies, such as leveraging SEO, PPC, PPL, Social Media, etc.

Ken is the author of numerous best-selling books such as Systematic Marketing, Under Promise, Over Deliver, and his latest book, Powerful Online Legal Marketing. He’s known for his practical and engaging style of taking the complicated world of legal marketing and management and giving clarity and step-by-step guides that any lawyer can implement to experience real results, greater profits, transformational growth, and heightened success.