AI can do more than answer questions — it can help law firms respond, screen, and route new inquiries while keeping people in control. 

Sam speaks with Mohamed Abdi, founder of Altomic.ai, about the shift from reactive chatbots to agentic AI: systems that carry out firm-defined workflows. These assistants can gather information, apply a firm's intake rules, book consultations, and hand off sensitive or legal questions to a person. Abdi emphasizes that legal advice and unapproved fee quotes should be off-limits.

They discuss hallucinations and why AI outputs need verification. To manage risk, firms can review draft responses in shadow mode before launch and switch an assistant off when needed. They also explore AI's potential to help with email, scheduling, and repetitive tasks while preserving human oversight. 

Listeners will learn ways to assess safer AI adoption and Abdi's free Estate Intake Standard for evaluating intake tools — including his own.

In this episode, you will hear:

• Reactive chatbots versus agentic AI
• LLM capabilities, model strengths, and hallucinations
• AI assistants for law firm intake and after-hours inquiries
• Guardrails against legal advice and unapproved fee quotes
• Shadow mode and human oversight for safer adoption
• AI support for email, scheduling, and routine tasks

Resources from this Episode

The Estate Intake Standard: https://altomic.ai/standard

Intake Guardrails: https://altomic.ai/guardrails

Website: https://altomic.ai

The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw 

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.