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More Expert Answers on AI, Efficiency, and Running a Law Firm in 2026
Ruby L. Powers had more to say—and legal professionals had more to ask. This post compiles every question from our Ask the Experts webinar with the American Bar Association that didn't make it into the live session. From AI tools for law firms to billing models to small firm operations, Powers answers all of it.
The questions didn’t stop when the webinar ended. During Ask the Experts: What’s Disrupting Law Firms in 2026, our session with the American Bar Association, Ruby L. Powers fielded more from legal professionals than we could fit into one session. Here’s everything we didn’t get to.
Meet the expert
Powers is a board-certified immigration attorney, law practice management consultant, professor, author, and business coach. She runs Powers Law Group and Powers Strategy Group, and is the author and host of the Power Up Your Practicebook and podcast. As one of the most practical voices in legal tech today, she’s a familiar name to many in the legal profession. If you missed the live session—or want to revisit the highlights—check out our full recap.
Below, Powers answers every question we didn’t get to during the event, organized by topic.
AI in legal practice
Which AI tools should I use?
The right AI tools for your firm depend on where you’re experiencing friction. If you’re wasting time on unqualified leads, start to automate intake with Calendly + Zapier. If drafting is slowing you down, use Visa Law AI and ChatGPT to handle structure and first drafts so you can focus on strategy, also some case management systems have their own drafting AI tools. If communication is overwhelming, tools like AI Zoom, Gemini, and Otter.ai streamline emails and meeting follow-ups. For automation and reducing burnout, Zapier acts as your “invisible associate,” while NotebookLM helps analyze complex case files quickly. The key is to identify bottlenecks first, then implement AI where it saves time, improves client experience, and protects high-value legal work.
How do you alert clients about your use of AI in your practice? How do you get client consent to use AI?
Transparency builds trust, we include language in our engagement agreements stating we may use secure AI tools to assist with drafting, research, and administrative efficiency — always under attorney supervision.
Key principles:
Human review is mandatory.
No confidential data in public tools.
Enterprise-level security when possible.
What risks do companies have when adopting generative AI, and how can we set up proper guardrails to prevent legal issues?
The risks are:
Confidentiality breaches
Hallucinated legal citations
Over-reliance without supervision
Guardrails:
Use enterprise accounts when possible.
Require human verification of all outputs.
Create an internal AI policy.
Train staff on what NOT to upload.
What are the top three administrative tasks we should automate now to reduce burnout and improve billable efficiency?
How are you promoting everyday use of AI amongst regular staff to expedite tasks? How can AI be used for secretarial work?
We normalize it. We don’t say, “Don’t use AI.” We say, “Use it responsibly.”
We:
Train on prompt writing.
Create internal SOPs in Notion AI.
Encourage using Google Workspace.
Share wins weekly.
How can AI be used for secretarial work?
Drafting client follow-up emails with Gemini and Claude
Summarizing intake calls
Calendar coordination
Auto-generating SOPs from Loom recordings
What is AI’s effect on billing practices? How are firms capturing the value of increased efficiencies from using AI?
AI is accelerating work, and that inevitably affects billing models. When drafting that once took five hours now takes one, the traditional billable hour model becomes strained. Many firms are moving toward flat-fee or hybrid pricing structures because AI creates predictability and efficiency. Ultimately, clients are paying for strategic expertise and outcomes, not for the time it takes to type a document. AI highlights the difference between time and value.
AI’s impact on legal jobs
Is AI going to disrupt the lawyering landscape?
Yes, but not in the dramatic “lawyers will disappear” way people imagine. AI is disrupting the execution layer of legal work — drafting, summarizing, research, administrative processing. What it is not replacing is judgment, strategy, client counseling, negotiation, and leadership. The lawyers who will feel disrupted are the ones whose value is tied only to producing documents. The lawyers who will thrive are those who elevate into advisors, problem-solvers, and strategic thinkers. AI changes how we work, not why we are needed.
How do you see AI affecting hiring of associates?
I believe we will hire differently. Technical fluency will matter more. Associates who understand how to use AI tools responsibly, who can supervise outputs, improve workflows, and think systemically will be far more valuable than those who simply draft quickly. Firms will look for associates who can combine legal reasoning with technological adaptability.
How can paralegals prepare themselves for the AI takeover of white collar jobs? What can we do to ensure we stay relevant and that we know how to leverage AI to help us, rather than let it replace us?
The best way to stay relevant is to become AI-literate. Paralegals should learn how to use drafting tools, workflow automation platforms, intake systems, and AI-powered research assistants. Instead of being the person manually entering data, become the person who oversees and improves the system. The roles that disappear are repetitive ones. The roles that grow are operational and supervisory. AI should feel like leverage, not a threat, if you decide to master it early.
Industry disruption and trends
How real or important is the rise of Alternative Legal Services Providers and what impact will this have on the legal market?
ALSPs are built on systems, technology, and scalability. They are often faster and more cost-efficient because they are structured differently. The impact on traditional firms is pressure to modernize, specialize, and operate more efficiently. Small firms can compete successfully if they lean into niche expertise, client relationships, and automation rather than trying to mimic large firm structures.
What is the biggest disruptor to small firms in the Southeast?
It is not one tool or one competitor. It is resistance to change. Firms that rely solely on referrals, outdated systems, and manual processes are the most vulnerable. Clients today expect responsiveness, transparency, and speed. Technology has raised the baseline. The biggest disruptor is complacency.
How is the changing technological landscape affecting how small law firms market their services and attract clients?
Marketing is no longer just about networking events and word of mouth. It is digital, data-driven, and automated. Firms are using AI-assisted content tools, CRM systems, email automation, and analytics to understand client behavior and nurture relationships consistently. The advantage small firms have is authenticity. When you combine authentic messaging with smart systems, you can compete with much larger firms without a massive marketing budget.
Will the legal system implement electronic solutions over traditional solutions like USPS?
Yes, and we are already seeing it. E-filing, remote hearings, digital signatures, and online portals are becoming standard. While physical mailing will not disappear overnight, the trajectory is clearly digital. Firms that build workflows around electronic systems will be more efficient and better positioned long term.
Remote work and team management
Most of my team works remotely, which I find inefficient. What are ways that we can encourage my team to come back to the office, which will not feel like we are mandating a return to the office?
The office must offer something meaningful. If employees feel they are coming in just to sit on Zoom in a different location, they will resist. Create intentional collaboration days, training sessions, strategic planning workshops, or team-building events that truly benefit from in-person interaction. When the office becomes a place of connection and development, rather than surveillance, attendance improves naturally.
How do I manage the needs of remote workers?
Remote teams require clarity. Clear KPIs, structured weekly meetings, shared dashboards, and defined expectations are essential. Remote work fails when leadership assumes visibility equals productivity. Instead, measure outcomes, not hours. Communication, accountability, and documentation become even more important in a distributed environment.
Small firm operations
Trying to figure out a way to evaluate associates in a meaningful way outside of just billable hours. What sorts of things would you recommend without hurting the bottom line?
Billable hours measure time, not contribution. Consider evaluating client satisfaction, turnaround time, initiative in improving processes, teamwork, leadership development, and revenue contribution. Associates who improve systems or help mentor others add long-term value that billables alone cannot capture. A balanced scorecard approach protects the bottom line while encouraging growth.
Solo part-time practice: good, bad, and ugly?
It can be incredibly empowering if structured intentionally. The good is flexibility and autonomy. The bad is isolation and inconsistent revenue. The ugly appears when there are no systems in place and the practice becomes reactive and overwhelming. A solo or part-time practice must be designed carefully, with boundaries, automation, and clear financial planning.
In a small firm (4 people), how do you balance work production with outreach and networking?
You must schedule outreach as intentionally as client work. Networking cannot be random or sporadic. Use a CRM to track contacts and follow-ups. Block time on your calendar monthly for relationship building. Even in a four-person firm, outreach should be systemized, not left to chance.
Tools and productivity
What tools should new associates use?
New associates should become comfortable with AI drafting tools, document automation platforms, CRM systems, and meeting transcription tools. Learning how to use platforms that improve efficiency early in their careers builds long-term confidence. Technical fluency should be part of professional development, not an afterthought.
What is the best way to not miss filing deadlines for different courts?
Use a case management system with automated reminders, maintain a shared firm calendar, and conduct weekly deadline reviews. Technology helps, but discipline prevents malpractice. A system with multiple checkpoints is far safer than relying on one person’s memory.
What is the best calendar application to merge your work and personal schedules to prevent missing anything?
The best calendar is one that integrates with your email, case management system, and mobile device seamlessly. Whether it is Outlook or Google Calendar, consistency and integration matter more than brand preference. Many CRMs also have their own calendars, allowing everything to be centralized in one place. One centralized system reduces risk significantly.
Mailing and administrative
What is the most cost and time effective method for sending USCIS packages?
For most filings, USPS Priority Mail with tracking provides a strong balance of cost and reliability. For urgent submissions, the best carrier may depend on the filing address, since some locations such as PO Boxes may limit which delivery services can be used. The key is standardizing your internal mailing procedure, keeping digital copies, and documenting tracking numbers carefully.
How do you “request forwarding address” for a skipped client?
Using USPS services such as “Address Service Requested” can help obtain updated forwarding information. At the same time, document all attempts to reach the client to demonstrate diligence and compliance with ethical obligations.
Networking
What events should I go to, to connect with peers in 2026?
Choose events aligned with your growth goals. National conferences like AILA, ABA TECHSHOW, or ClioCon provide exposure to innovation and leadership trends. Regional conferences often provide deeper relationship-building opportunities. The most important factor is intentionality; attend events where your ideal peers and referral sources will be, and follow up consistently afterward.