Create Your Law Client Update Agent #ai #lawfirms

Key Takeaways

Let's go ahead and get it connected to our Air Table database. So, since we don't have one yet, let's go ahead and set that up. So, we'll call this one simply client update agent. And here, we're going to create the identifier, which is going to be the case number. Then, we're going to need to add in a single line of text for client first name. I went in here for client last name. Do a long text. This is client update. Do a single line here, their phone number, and we'll go ahead and put another long text as followup items, which we'll see why we use that a little bit later. Then, as best practice, obviously, I like to always add in as you a created time and a last modified time. Oh, and one more important one we're going to need to add