Elder Law Growth Podcast

Ep. 13: Incorporating AI into Your Law Firm with Jason Navarro & Geoff Hoatson


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🎙 In this episode of Elder Law Growth, we’re bringing you a session recording from the 2025 Estate Planning and Elder Law Marketing Summit. Jason Navarro is joined on stage by Geoff Hoatson of Family First Firm for a deep dive into Incorporating AI In Your Law Firm.

Jason and Geoff cover practical ways firms can start using AI today — from improving intake processes with AI receptionists, to automating SOPs with custom GPTs, to using AI for marketing research, financial analysis, and client communication.

Geoff also shares real-world examples of how AI has helped his 60-person firm increase efficiency, improve client experience, and stay ahead of the curve (without replacing the human touch). Plus, they demo a live AI receptionist you can actually call and try.

If you’ve been wondering how AI fits into your law firm — this is the conversation you need to hear.


💻 Visit Family First Firm's⁠ Website⁠

📲 Connect with ⁠Geoff on LinkedIn ⁠

📲 Follow⁠ Family First Firm on Facebook⁠


👉 Learn More about The Estate Planning and Elder Law Marketing Summit


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📚 "Future Focused Growth: Unlocking Estate Planning and Elder Law Success through Marketing, Client Relations, and Technology": ⁠⁠⁠⁠⁠⁠https://a.co/d/3LbL8Gg⁠⁠⁠⁠⁠⁠

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At Bambiz, our marketing helps Elder Law & Estate Planning attorneys get in front of quality clients.


Check us out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bambiz.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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