Review the proposed outline for the next spring

Outline: Create process for adding an attorney to the website

Please create an app that automatically Archives old Clio files in Dropbox that are more than 5 years old, then have it run on a monthly basis to update files. Create a Clio Archive folder that is only shared with me and Kelsie.

Outline combing the HL Manage table into the H&A CRM

Add: We need a simple Airtable view that compiles everything for payroll. Kelsie is having an issue with data being duplicated in Clio and Airtable for consults (resolved or not). I want to brainstorm with you about this and see how we can make it work. I think you might have already started on this project, though.

new project sometime in the nearish future, I want to hook up our system to use Grok AI and see how it compares. It’s the least biased AI that I’ve found and I want to see if that makes a difference in communications with clients. https://developers.x.ai/

Plan and outline: I want to force attorneys to fill in certain fields in the consults view, such as client's contact info, date of birth, consultation notes, status, etc. I want it to hound them with emails if any of the fields are missing even after the consultation is finished.

Outline and scope new feature request. I’d like to get an AI report on all of our Zoom and phone consultations. Since we record all Zoom and phone, I want to have AI read it, then “create a comprehensive report on the following conversation.” If you check out some of my consultations, you’ll see how I like to see the reports.