Leveraging AI to Create Amazing Client Experiences

Описание: I'm Dan Toombs. Right now, I’m hearing the same thing over and over:

AI is full of opportunities… but OMG has it got some challenges!!!

✅ Some practices are already using AI to save time—automating emails, drafting documents, even redesigning entire workflows.

✅ Others, with help from agencies like ours, are building front- and back-end applications with AI agents doing the heavy lifting.

✅ And every new iteration of generative AI brings even more possibilities.
But here’s the catch:

🔹 How do you drive cultural adoption inside your practice?
🔹 Where do you start—and with which tech stack?
🔹 How do you integrate it with your CRM or practice management software?
🔹 And importantly, how do you translate all this into client experience?

Because at the end of the day, it’s not just about the tech—it’s about how a client, customer, or patient experiences your practice. (Side note: Read Unreasonable Hospitality by Will Guidara. It might change everything! )

Here's how the new landscape looks for future-focused practices:

A parent in dispute over parenting matters visits your website at 9pm. An AI concierge guides them step by step—recommending co-parenting apps, mapping a parenting plan, booking a consultation with you the next day, while serving them helpful videos and resources along the way. By the time you meet them, they already know, like, and trust your brand. Then, after the consult, your workflow, including a run of client facing automations have already started, and your not yet back at your desk!

That’s the new frontier we’re in.

Prof. Mark Rehn opines that regardless of your business, it only has 4 functions: Position your business, get the job, do the job, and get paid.

Good entry points right there to examine deeply each and every one to not only see where AI has a place, but more importantly, your client, customer or patient. Has the UX been extraordinary! That's the new benchmark, because everything else is just a given!

If you’re in legal, healthcare, or financial services and you’re wondering where to start (or how to optimise what you’ve already started), let’s talk.