You’re officially a certified Josef Designer & Builder! Before we get into the bot you built, tell us what you enjoyed about the DBP.
I really enjoyed the format and that the DBP makes sure you have everything you need from the very start. You are made to think about who is going to use your bot, what issue you are trying to tackle, and what the main benefit should be. The process really encourages you to search and give thought to what you are going to build.
I’m always still learning and it’s good when I’m learning things that don’t require opening books, taking notes, and more scholarly.
Tell us about the bot that you built.
I built a bot to inform everyone at the law firm that we are onboarding a new client or starting a new project for an existing client.
Whenever we start a relationship with an existing client or when we start a new project with an existing client, we send a written letter to the client to make clear what the scope is, what we’re going to do, and how we’re going to invoice them. This is delegated to the admin team, but I noticed that when I ask admin management to prepare a client letter, they will often come back with questions and need input about the scope.
The bot is designed to generate a letter seamlessly pulled together by the lawyer in order to get the ball rolling in terms of compliance and setup.