Video summary
Hillary Bowman, founder and CEO of Querious, is a healthcare attorney who leveraged her background in large law firms and in-house roles at companies like IBM Watson Health to address a critical gap in legal technology. Her inspiration for building Querious stemmed from a pivotal moment when a client asked if AI could summarize medical records before she fully understood the implications regarding HIPAA compliance. This experience highlighted the need for tools that help attorneys ask better questions in real-time while ensuring confidentiality, leading her to develop an AI platform designed to enhance client conversations without compromising sensitive information.
The core functionality of Querious revolves around "legal conversational intelligence," a proprietary approach that analyzes audio from client meetings to provide immediate assistance during consultations. Unlike general-purpose transcription tools that simply summarize text, Querious uses privately deployed large language models to identify critical legal issues, potential risks, and follow-up questions in real-time. The platform presents these insights through an intuitive sidebar, allowing attorneys to maintain eye contact with their clients while receiving prompts to capture essential details. After the meeting, it generates structured notes, fact recaps, and customizable summary emails that can be sent to clients to demonstrate that they have been heard and understood.
Privacy and ethical considerations are foundational to the product's architecture, addressing common concerns about technology listening to client interactions. Bowman ensured compliance by thoroughly reviewing professional conduct rules in North Carolina and Massachusetts, concluding that technology can listen to conversations if reasonable security safeguards are in place and an expectation of privacy is maintained. The system automatically filters out personal information by default and does not store full audio transcripts unless explicitly configured by the user; data retention periods are flexible, ranging from one day to sixty days depending on firm policy. Furthermore, the tool is transparent about its presence in virtual meetings, offering clear disclosure options to ensure clients are comfortable with its use.
Beyond individual practice benefits, Querious has demonstrated significant impact for legal aid organizations and larger firms by streamlining the handoff process between receptionists and attorneys. By improving the quality of intake notes and enabling real-time issue spotting, the technology reduces preparation time and allows legal professionals to handle a higher volume of consultations without sacrificing the human connection essential for building trust. Ultimately, Bowman's vision is to create an equitable tool that empowers attorneys across all practice areas—from niche specialties to broad general practice—to manage complex conversations more efficiently, thereby increasing access to justice and allowing lawyers to focus on high-value legal work rather than administrative burdens.
Read the full video transcript
Welcome to Conversations with LSNTP,
where we meet interesting people and
hear how they are increasing access to
justice through technology.
Here's your host, Shelley Reid.
Today we're joined by Hillary Bowman,
founder and CEO of Querious, an AI
platform that designed to help lawyers
get more from client conversations while
protecting confidential information.
We'll talk about how real time legal AI
works, the ethical questions it raises,
and what this technology could mean for
legal aid and access to justice.
Welcome, Hillary. Will you tell us a
little bit about your background?
Thank you, Shelley. Thank you for having
me. Yes, I'd be happy to share a little
bit about about my background. I'm a
healthc care attorney by training. So, I
spent half of my career in large law
firms representing hospitals and health
systems. And then I became an in-house
lawyer, including at IBM Watson Health.
And it was at Watson Health where I was
a product council to a SAS product that
was sold into hospitals and health
systems. So through that experience I
got exposed to tech and the legal issues
related to that which has become very
relevant to the work we're doing now at
Curious. So I had one other in-house
role after that and then decided to
focus full-time on building a legal tech
product.
>> That's really interesting. So many
people that I've spoken to that found
companies have started in health health
law and medical. So maybe there's
something there. Um, but I just want to
talk about what inspired you to start
Querious to begin with.
>> Absolutely. So I was practicing as an
attorney having lots of client
conversations every day. And there's a a
few conversations that stick out in my
mind as as leading to the idea for
Curious. And one of those was in
speaking with the CEO of a healthcare
company. He asked me a question
before chat GPT was a household name and
people were experimenting with AI. He
said, "Can I use AI to summarize medical
records?" And as a healthcare attorney,
I knew HIPPA forwards and backwards. I
was very very familiar with the
regulations. But his question caught me
off guard because HIPPA obviously was
implemented and updated and amended long
before AI was part of our, you know, our
regular conversations.
And so in the moment when I was asked
this question, I I didn't have a great
response. I s I gave the typical lawyer
answer, let me do some research and
follow up with you. And so I did that
research and in sharing this story with
a colleague, I said, I wish I had been
able to ask better questions. It was a
topic that had gone slightly outside of
my practice area, and I wish I would
have asked, what do you mean by AI? How
are you planning to use the output from
that AI tool? Will it contain protected
health information or is it some other
summary or aggregate level of
information? And in the moment I did not
ask any of those questions. And so it
led to a second conversation which is
which is perfectly normal. But it did
start me off in the process of
researching the market, looking at tools
out there. What are tools that could
help me brainstorm in the moment
to ask better questions to pull out all
the critical details while the client's
right in front of me?
That's really really interesting. So, so
you have this idea, you've checked on
what's out in the market. How did you go
about building the company?
So the next step I was sharing these
thoughts with some close friends of ours
and one of them is a CTO and I said if I
wanted to have someone test whether or
not it was possible to listen to a
conversation,
analyze it and suggest questions from
that. What would I do? and he
recommended a few development or
engineering software engineering
agencies. So I reached out to them, I
talked to them and we ended up engaging
one of them to build a small proof of
concept and the engineer that was
staffed on that project is my technical
co-founder and has we've been working
together almost three years at this
point. So it really just worked out
perfectly. I was very lucky. That is
great. When you find the right partner,
you know, doors open. Yes. Um you with a
lot of work, but
>> So I understand that um you participated
in my favorite part of ABA Tech show,
the pitch competition back in 2025.
How did that go and what has been the
result of that?
>> Yes. So we won the ABA pitch competition
and that was really our commercial
launch into the market. So we had been
in stealth mode. We were playing with
different versions of curious and early
one was very focused on all the
Microsoft suite of products but then we
had to expand. So yeah the ABA tech show
was really okay we are in the market you
it is a product you can go and sign up
for on our website. So that was a really
exciting moment. It was also the first
time that we started talking about legal
conversational intelligence, a tool that
would help you analyze and manage the
complexities of client conversations.
And we've gone on to be recognized by
other organizations as well, which has
been really exciting and um really
appreciate the the interest that folks
have had in what we're building.
So we've talked about a lot of the
positive things but what are some of the
challenges that you faced along the way?
>> Absolutely. So from a technical
standpoint it was really difficult to
build a product in the beginning that
could accommodate all of the unique
technical requirements of attorneys. So
every everyone talks about tech stack.
What's a tech stack? It's all the tools
that you use in your life to do your
work. And so that can include your email
provider, your virtual meeting platform,
any other applications you've added. And
so when we started building, we really
focused on Microsoft thinking, well, a
lot of attorneys use Microsoft Outlook,
they must use Microsoft Teams. But what
we quickly realized is that beta version
could only take us so far because
there's the firm that uses Microsoft
Outlook with Zoom or there's the firm
that has Google Email and uses Google
Meet. And so the technical challenge of
building a product that can work with
Microsoft Teams, Zoom, Google Meet, and
both of the accompanying email
providers. really we we quickly found
out how much work that was going to be
but we've done it and we are integrated
into all of that. So I would say that
was the first technical challenge. The
other ethical or even emotional
challenge of of getting people to adopt
this product early on is the privacy
aspect of this. So, when I first told
some of my friends who are attorneys
that I wanted to build this tool to
listen to conversations, they were like,
"You're going to put what in your client
conversations?" Like, are you crazy? No
one's ever going to allow that. But I I
was like, "Hang on a second. I know I
know the knee-jerk reaction about having
technology listen to a conversation,
but I did my research." And so I pulled
up I'm licensed in North Carolina and
Massachusetts. So I pulled up the pro
rules of professional conduct for both
states. And I I also looked at the ABA
model rules and everything. And I went
through every single one of them. I went
through guidance documents and the
opinion the ethical opinions and what I
concluded and I even wrote myself a
white paper just to prove it. I wrote I
still have this old white paper and I
was like there's nothing in I am not
reading anything in these documents that
says you can't have technology listen to
a conversation because there are ethical
opinions about recording client
conversations. There are ethical
opinions about storing client
information in the cloud. And so I'm
looking at all of these pieces, parts,
and I'm like, if there is if there's
opinions saying that this is okay, what
I'm building is is a combination of all
of these things. And so it really came
down to, okay, I've I've reviewed all of
these ethical requirements.
How do we build the product architecture
to align with them? And so that's really
been the the driving factor of every
decision we make, every feature we
build. It's bringing it back to okay, if
privilege, if you protect privilege
through this two-part test, the the
parties using the technology have an
expectation of privacy and there's
reasonable security safeguards in place.
We are always focused on what are those
reasonable security safeguards and and
that's what drives how we build our
product.
That's great. You did your homework
first and that is a step that I think
that many trying to build something for
the legal or sell something to the legal
market not necessarily build for the
legal market come in without having
done. So that that's really great. So, I
would imagine as people come up to your
booth, you know, you just hand out this
white paper. All your questions are
answered here.
>> Yeah.
>> Oh gosh. So, let's let's let's dig in,
start digging in a little bit more. You
know, we know there's a problem with um
you know, when you have an interview
with a client. So, what is wrong with
the way attorneys um do their client
interactions today? Um, you know,
traditionally it's an attorney's jotting
down notes on the notepad while they're
talking. Um, and then, you know, they
have to later enter them into the case
management system.
>> How can that be better? What's the
problem here?
>> Yeah. Yeah. And actually, I I like the
cho the word choice you used at the end
there. So, there's nothing wrong with
taking handwritten notes. There's
nothing wrong with manually typing them.
I think there's just a better way that
we could take notes and and capture
these critical conversations. So, I
think the focus has always been for our
product client conversations. It's where
you're earning your client's trust. It's
where you're pulling out critical
details. And so, how can we capture that
in real time? How can we structure that
in a way that creates valuable work
product to support whatever whatever
follow-up steps you're going to take?
So, I think today when you're
handwriting notes, let's just take the
handwriting example, there's you can do
it quickly in the moment while you're
having a conversation. I think one of
the challenges is, you know, you're kind
of looking down or maybe looking away
from the client. You're missing out on
the the eye contact, which is the first
thing.
And after the conversation, I think the
bigger challenge with that is it's
completely unorganized, right? Clients
don't speak in a linear organized
fashion.
At least the clients I interacted with,
you know, they were moving a million
miles an hour and they were talking
about this and they're like, "Oh, by the
way, I forgot to mention that." And so
they're all over the place. And your
notes then reflect the chaos of a client
conversation. So I think the challenge
of the handwritten notes is you just you
don't have a great road mapap for what
to do next. You might have all the
critical details but then you have to
spend time organizing them.
With typewritten notes I think you can
certainly improve some of that
organization with other tools that are
available. I just think with typing it's
that same challenge. It takes you away
from being really present with the
client. And so the goal of our product
has been get the benefit of the note
takingaking, the organization, the
summarization
while also having the benefit again of
having a natural conversation. And I've
actually been so happy without saying
that to users. Uh it was actually in a a
pilot with North Carolina uh the legal
aid of North Carolina that someone said
to us, "I can finally just focus on the
client. It's, you know, it's been years,
right? I'm taking handwritten notes."
And she just said like, "It's been years
since I've just been able to look at the
client." And so that to me was was the
ultimate success.
And I think that's really important
because when a client comes to an
attorney's office, they want to feel
heard. So if an a client, you know, I
mean, if an attorney is pounding on
their keyboard or head down taking
notes,
that's not building a relationship with
that client, you know. So to be able to
make eye contact and to
>> um without even getting into the what
curious is doing in the background
>> um it is it's a step forward in um
client interaction and building that
relationship with our client.
>> So let's we kind of hinted at it. So
let's start digging into how Curious
works and what the benefits are for
users.
>> Absolutely. So there's a few parts to
the product. The first is when you are
in a conversation, whether it's taking
place in a virtual conversation like
Zoom or Teams or you're on a phone,
Curious is listening to the audio from
your conversation and analyzing it for
what are potential follow-up questions
you could ask or what are legal issues
that are being raised by the
conversation. So, in real time, it's a
brainstorming tool. And we we provide
those prompts to the attorney. Only the
attorney sees it in a little sidebar
that you can have open on your computer
or just right next to the faces in a
virtual meeting. And those prompts help
you brainstorm how to pull out all of
the critical details in a conversation.
So, that's what's happening in real
time. After the conversation,
attorneys receive a structured detailed
set of notes with an overview, a recap
of the facts, a summary and detailed
view of the issues, and then follow-up
tasks. So, that document can be used,
you can download it as word or PDF, you
can have it emailed to you, you can copy
paste parts of it into our practice
management tool. And we do have
integrations with cleo smokeball and ADM
my case today.
>> Awesome. So earlier you mentioned the
ter or the phrase legal conversational
intelligence and in fact you've
trademarked that phrase.
>> Can you go into a little bit more about
what that means?
>> Absolutely. So the idea be behind legal
conversational intelligence is how can
we take complex conversations
and organize the substance of it. Really
pull out what are the critical issues,
what are the areas of risk for this
client and then produce it in a format
that attorneys can easily use to do
their follow-up work. Because what I
have found is that there's lots of tools
on the market, general purpose AI tools.
There's a transcription tool right here
in Zoom, right, that we could turn on
and summarize our conversations. But
those generalpurpose tools, putting all
the privacy and security considerations
aside, uh, as a functional tool, they
they really listen to the whole
conversation and reduce it to fewer
words. But that doesn't work for an
attorney. You have to understand
what is the substance of the
conversation. What is more important or
less important about a legal
conversation in order to have notes that
are beneficial to an attorney. And so
that's what's happening behind the
scenes. We're really analyzing it,
trying to figure out what is the point
of this conversation. What are the more
important issues? What are the less
important issues? So when we produce
those notes, it's focused or produced
through the lens of what an attorney
needs to do their work.
>> So we've talked about the end product,
>> but actually during the conversation,
>> Curious is is on the ball then helping
the attorney. So how does Curious help
during the conversation? What does an
attorney see um while using Curious
during a client meeting?
>> Absolutely. So the real time analysis of
the conversation,
I'll I'll address the product
architecture first. So at first we're
just listening to the audio from the
conversation. We do have to transcribe
the conversation in parts. We never
create a full audio file or
transcription of the entire
conversation.
And in doing that, we then feed it
through different large language models
that are privately deployed in our
secure cloud environment. So it's a
series of large language models that
work together to say, "Okay, here's
parts of a conversation. What are the
most important topics within this topic?
What are potential legal issues? What
are follow-up questions?" You can kind
of see a funnel, right? It gets narrower
and narrower as it goes on. And so it's
lots of different large language models
working in concert to say okay what's
happening in this conversation
what what should be the next step or
what could be a helpful question to ask
next. So that's how the product
architecture works in real time. What
the attorney sees in real time is two
tabs. So one tab is called the admin
tab. That tab, if you don't plan
anything ahead of time, just produces
here's some follow-up questions that you
could ask in the moment, and they just
appear every so often throughout the
conversation based on what the where the
conversation is going. There's also a
feature where you can plan questions
ahead of time. And this this was an idea
from a user and they said, "I would love
to see to what extent I've covered or
these questions have been answered." So,
there's actually a way to take your
agenda or a playbook or a checklist that
you have, add it into Curious, and then
in that conversation in real time, you
can see it'll show you the answers. If
those questions haven't been addressed,
you can see it in real time, and they
change colors, too. So, visually, you
can see how you're doing according to
your your plan. So, that's the admin
tab. The legal tab then is really
focused on the issue spotting. So the
highest level we we provide bands that
have kind of the topics the highle
topics listed out and then once you
click on the topic it shows you below it
what are potential legal issues that are
being raised and the the legal issues if
you dig a little bit deeper it shows you
what are the relevant quotes from the
conversation that roll up to that issue.
What is relevant research to that issue?
And so if the conversation just goes in
a certain direction and you really need
to get granular in the moment, that is
available to you. You're not turning and
googling something or quickly
frantically putting something into chat
GPT while you're while you're talking to
your client.
>> And that goes back to your, you know,
why why you develop this is is to have
those questions while you're in, you
know, while you're in the conversation.
So that's awesome. So, we will put in
the in the show notes your a link to
your interview with Bob Ambrosie because
I really liked the demo that you did
during that interview. So, if people
want to actually see it in action, they
can go and watch that interview with Bob
and and see what's going on on screen.
Um, so after the conversation is
finished, you you've mentioned some of
the things that are produced, but how
can an attorney take what's produced and
use it for their clients? Um, how can
those outputs fit into an attorney's
workflow?
>> Absolutely. So, in addition to producing
a detailed set of notes, we produce a
word document version, a PDF version, as
well as an autodrafted summary email.
And today, a user can go into their
account and configure what fields are
spelled out in an in a summary email.
And so that email, most commonly we hear
users say, I take that email, I make I
read through it, make some minimal
edits, but then send it as a very quick
turnaround to the client to say, I heard
what you said. here are the things that
are top of mind for me based on what
you've said and here are the next steps
because when when clients, especially
clients in the legal aid space who maybe
have not interacted with lawyers before,
they're very nervous, right? They're
they're very uncomfortable. Maybe they
don't recognize all of the language
that's being used. And so to follow up a
conversation with a succinct email
that's that recaps the conversation,
they can go back and read it once or
twice. They could ask a family member,
"Help me walk through this." It's a way
to show they've been heard. We
understand what their issue is and here
is how we are going to help them. And I
I think it's so it seems, you know, a
summary email almost seems trivial, but
I think when you think of it in the
context of of these relationships and
these consultations that happen 10 or 12
times a day for some attorneys and legal
aid organizations,
it really it moves the needle.
>> Absolutely. You know, one of the there
are market reports and communication
with attorneys is the probably I think
the most common complaint um by clients
is that they just never hear from their
attorney. Number one, that attorneys
don't answer their phone. So, they're
not getting a client, but then once they
have acquired a client, they're not
following up. So, so how beautiful is
this that we can provide better service
to our clients through automation?
>> Um, you know, sending that email is
maybe something that attorneys aren't
doing that we very easily could do with
tools like this. That's awesome.
>> Yeah. So before we have these client
these um conversations with our clients,
what should attorneys be telling the
clients before using any AI tool during
a conversation? Um you know, do they
need to obtain consent? Are there types
of conversations or client situations
that you would advise an attorney to not
use the tool? So kind of dig into that
topic.
>> Yeah, absolutely. So I think the the
question really centers around the the
rule of professional conduct about
communication. So if you dig into what
that rule means at the ABA level or or
at the state level, it's really talking
about transparency and it can be
transparency with how you're
representing that client. But it in the
technology space, it's transparency
about what technology you're using to
represent that client. And so AI tools,
you really have to think about what is
the specific use case. How are you using
that in representation? And will it be
transparent to the client that you're
using it? And in a lot of cases, the
answer is probably no. Ours is a unique
tool in that if you're in a virtual
meeting, it shows up to the meeting and
it's very transparent. That's on
purpose. We have disclosure language
that we're in the meeting. We're
listening to your conversation. we're
not recording it and if you don't feel
comfortable, please let us know. We'll
take it out of the meeting. So, we've
really leaned into that transparency,
just knowing the the rules of
professional conduct. But think about a
drafting tool, a research tool. There's
nothing wrong with using those tools
that may incorporate AI. I think you
just need to be very clear with clients
whether it's at an engagement letter
stage, a first initial intake
conversation that you are using tools
that include AI as part of them and
here's the benefit to you client. Here's
the risks and here's the alternatives.
And so I think when you're you're
forthcoming with that information,
clients will be comfortable having you
use it in representation. Um, but it
really comes down to I this actually
reminds me of some feedback we heard
recently about attorneys adopting our
product.
You have to be very comfortable
describing the product, how you're using
it, and what the benefit is to the
clients for them to want to embrace it.
Because if you're nervous and if you're
like, I don't know, and I'm not sure how
it's you, they're going to pick up on it
and they're going to say, no, I don't
want you using it. So, we we've learned
these are things we have learned or
heard from from other attorneys.
>> Right. Well, so, so for me, I'm
thinking, you know, I would tell my
client, hey, at the end of the meeting,
you will get a summary of the meeting,
and it won't cost you $300 for me to
create it for you.
>> Exactly. Exactly. Yeah. The benefit of
having this in the conversation is that
you will have an immediate followup
recapping this entire conversation.
>> Yeah. Yeah.
>> So obviously curious is being marketed
to law firms, but where do you see the
potential applications in legal aid?
>> Absolutely. So I think one of the
reasons why Curious is such a good fit
in legal aid organizations is because
the core delivery mechanism of advice in
in legal aid organizations is the
consultation, right? It starts with
someone calling legal aid saying, "I
have this problem. Is this something you
can help with?" So, it starts with a
conversation and then the referral goes
to potentially an attorney if that's
something within the legal aid
organization's,
you know, ability to to support clients.
And so, that leads to another
conversation and there could be
follow-up conversations if you need more
information. And so from what I know in
working with other legal aid
organizations is so much of the core way
that legal aid organizations deliver
advice, deliver services is through a
conversation. And so our tool supports
that, enhances that, but it doesn't
replace that human connection. It is
never intended to be an AI chatbot that
people talk to from the website. Those
can be valuable in other ways, but
our tool is to facilitate the core part
of of how you deliver divi or deliver
advice.
>> It's helping build the relationship, you
know.
>> Exactly.
>> So, that's that's awesome. So, we've
talked a little bit about um what's
happening during the meeting and so I
want to talk about what uh information
is retained um after a conversation. Do
you have audio that's stored somewhere?
Is there a complete transcript? I think
you've mentioned that during the
conversation, but let's be really clear
for for the listener. Can you explain
what information is being processed,
what's retained, and for how long?
Absolutely. So I'll walk through the the
process, the product architecture and
talk about each stage. So we listen to
the audio from the conversation
before we ever analyze it for legal
issues. We do two things by default. So
we pull out personal information and we
also by default you can turn this part
off. we we don't distinguish between
speakers because uh speaker diorization
someone's voice print can actually be a
a data point that requires consent in
some states. So there's that option to
turn that on or off. So there's this
filtering mechanism that happens first.
Then once we filter out that personal
information, it goes through privately
deployed large language models. That's
where we analyze for issues and
questions on the back end when the
information comes out. Uh depending on
the filtering settings that you've had
at the end of a conversation, we have
your set of notes and your summary
email. Our default retention period on
that is 60 days, but users can set
through their account a shorter period
of time. And so we do have some
attorneys where they set that to a as
short as a day for two reasons. One,
they're either using the summary email
feature where they attach their notes to
it. So everything immediately goes to
their inbox and then we don't retain
anything from that conversation past
midnight the day that that meeting took
place. That's one approach. Another set
or another set of firms, they're using
an API. So after every conversation ends
within their organization, they are
pulling the conversation data out of our
environment into theirs and then we also
set the retention period to a day.
I have one question. At the beginning of
your answer, you stated that we listen
to So let's be really clear for the
listener that you don't have staff
actually listening to conversations. Um,
>> no. It's technology is sorry I say we
the product is one we are yes thank you
for clarifying
>> I understood what you meant but I want
to make sure that the audience
understands
>> yes the technology is listening we do
not listen to the conversations
>> awesome
>> so so over over you know since you've
been out in the market what have you
been learning from attorneys using the
product and how did it change your
original assumptions.
>> Absolutely. So, I think what we learned
or what became very apparent about
putting Curious in the hands of lots of
different attorneys is that every
practice area focuses on different
features. And by that I mean some
practice areas and I'm thinking the ones
that help with wills, trust, and estates
or family law. They're very focused on I
need all of the details, all of the
personal information. Give me every last
word that someone said in an intake
conversation because those are critical
details that are needed to draft
documents afterwards. So what we found
there is they are the the practice areas
that are turning off the filtering. they
are they want a full transcript and so
we had to add features to accommodate
that. So that's one approach. Another
different approach is you know for a
regulatory attorney or transactional
attorney the issue spotting can actually
be more valuable uh especially for
attorneys that have a very general
practice. So we work with corporate
attorneys or attorneys that really just
see a variety of legal issues. And so
that real time issue spotting of well I
might know these certain areas really
well but it's really helpful to kind of
brainstorm in the moment. Oh there was a
tax issue that was addressed by
something the the client said. We've
heard people say that like I just have
it up kind of in my peripheral vision
and I can see when something is, oh,
okay, let me tell the client I'm going
to do more research on that. Something
you've said has raised this other issue.
I just want to I want you to know that I
noticed it and I'm going to have
follow-up work. So, it's really
interesting. It's I think I knew that
every attorney has a unique practice
area. I I knew that. But I think it just
further emphasizes when we see attorneys
interact with the product, everyone
focuses on a different part of it, which
is is cool. It it leads to more ideas.
>> And I, you know, anecdotally, we know
that clients that come into legal aid
organizations have multiple problems
where the emerging one is just maybe a
symptom of of a greater um of a greater
issue. So, can you think about a client
sitting with a legal aid attorney and
they're talking and then all of a sudden
the the attorney says, "Oh, I see that
this could be an issue. Let me do some
more research." And and the client is
like, "What? I didn't even know I had
that problem." Um, yeah.
>> You know, so I I think that that is
absolutely
a benefit to a pro, you know, to using a
product like this that you can actually
solve more problems than what the client
came in for. So I I think that that's
fantastic. So
how do you measure the impact of
curious? Um you started out with a story
by an attorney in legal aid of North
Carolina, but are there other fun
success stories?
>> Absolutely. So we have a firm about a 40
attorney firm that adopted curious
earlier this year and the goal was just
to support the attorneys in real time,
you know, use the the court product.
What we noticed and what the managing
partner shared with us very early on
after adoption was was the handoff
benefit. So what was happening in this
firm is they would have receptionists
answer the phone, kind of treat do the
initial triage and then hand off that
information to an attorney who would do
a consultation and then maybe there was
one follow-up conversation or it was
essentially written work that would
close out the matter. And it's a general
purpose, you know, very broad practice
that the firm manages. And what they
found is that because the receptionist
because of that initial intake
conversation was more productive, there
were better notes, the handoff to the
attorney meant the attorney was spending
less time getting up to speed on the
client's matter. And then the actual
consultation
was also shorter because they weren't
starting from square one. They weren't
saying, "Okay, client, give me your full
name. give me your address. Right?
Starting from the very beginning, it was
already let me just confirm that I have
these key facts and then let's dig in
further. Let's figure out how to solve
the problem that you have. And so that
was really interesting this we hadn't
really thought about the the gap, right?
Or the handoff part of it. And so that
was really impactful for this firm
because they said even if we're I think
they estimated it was six minutes less
of prep time and six minutes less of
conversation time if they're reducing 12
minutes from each of those handoffs and
they do 200 consults a day.
the increase. I think they could take 60
more I think it was 60 or 66 more
conversations a day with their staff
because of that.
>> Yeah. Of that impact. So that was really
amazing.
>> Well, and there's nothing that drives me
crazier than to fill in like when you go
to the doctor's office to fill out the
information that you have to fill out,
right? and then you get in the room and
they ask you the same questions over
again like really why did I fill it out?
So I I absolutely am on board w with
this um and and um you know if attorneys
will actually use it and this firm is
doing that and saving that time that is
awesome but making a better impression
on their client at the same time. So
super.
>> Yeah. No, you've touched on which we
haven't we instinctively know that this
is going to help customer satisfaction.
We we need the hard data, but that's
that is absolutely where this firm sees
this uh trend. Yeah. Going
>> beautiful. I'll get their name later
because if I
>> I'm joking. But
>> what are your goals and visions for the
future of Curious? Yeah, our goal is to
continue building a legal conversational
intelligence tool that can help all
attorneys, whether they're practicing in
legal aid organizations or they're
practicing in a really niche practice
area of a larger law firm. I think what
we've been so proud of is that this is a
tool that a lot of different attorneys
with different practices can pick up and
use. And so that's that's the goal. It's
not to just help a particular area of
the legal industry. It's I think a tool
that can really equalize, you know,
really give everyone the opportunity to
manage complex conversations and reduce
the admin work from that, right? Reduce
the time that you're organizing notes or
recapping a conversation so that
everyone can focus on higher value legal
work, right? Thinking through what are
the legal issues, how does this affect
my client, and how do I minimize that?
How do I solve, you know, the the issues
that they've raised?
>> That's really great. So, you know your
product best.
>> What is one question that you wish was
asked in interviews?
>> I think the question is, what makes
Curious, why should I I take a look at
Curious when there's thousands of legal
tech tools out there available? I think
to for us to stand out I think that's
the question that I would love people to
consider to ask and the reason why I
think you should try our product is that
it is a product that was built by
attorneys who had the experience of
sitting in client conversations
and it has been developed by
uh attorneys who are our advisors who
sit on a a product council that provides
ongoing product feedback and so I
because of that I've I've heard it from
uh existing users that it just has a
different feel. It just the product
feels different because it was built by
someone who had been in that position
before and and lots of attorneys sorry
not just not just myself but it has been
informed it has been shaped by people
who are using it in client
conversations. So, we've heard the user
interface is pretty intuitive. It's
simple. It's not doesn't have extra, you
know, details and things like that. It's
really just the core functionality and
it seamlessly fits into an attorney's
tech stack.
>> I think that is awesome, but I also
think that maybe part of your answer is
because you also hired experts to bring
their expertise in developing the
product from that side as well. and
>> that that both sides are not always
reflected in development of products for
the legal market. So I I think that is
important as well. But yes, absolutely.
I I love that question and the answer.
>> Um so how can people learn more um
support Curious and get involved with
your mission?
>> Absolutely. So our website is
www.curious.ai.
If you go to our website, you can read
about the product we've been building.
You can schedule time with us to see a
live demo that's related to your
practice area. And we also offer
different options. There's a a short
free trial if you want to give it a a
little uh try or there's also monthly
and annual options for a a more
comprehensive subscription. So, we try
to meet you where you are and give you a
chance to try it out in your practice. I
think what's really unique about this
product, too, is that you're not using
this in any kind of test environment or
sandbox. When when people test it out,
they're they're taking it to real client
conversations. And so I think um that
that's exciting and that's why the I
think the feedback is so helpful is
because yeah it's not in this
hypothetical situation. People really
just sign up and take it to their next
meeting and um that really just informs
where we're taking the product.
>> That's great. You know, even I can see
um people being a little bit hesitant.
So maybe doing a practice run with other
people on staff. You know, if they're if
they're not comfortable going right to a
client meeting, um then get a co a group
of staff people and do a pretend
conversation, you know, try do the
trial. Um yeah. Awesome. So,
we've we've had a great conversation
about Curious, and I hope that it drives
people to check out your company and and
the product more, but let's end the
conversation with a fun part of of what
we do every episode. And what is your
favorite app right now and why? Or what
tech what tech tip do you have for our
listeners?
So right now the technology that is top
of mind is our our skylight calendar. So
this is in my personal life, but it's
back to school time. And back to school
means there's lots of logistics.
And so one of the things that has just
helped me manage having a business and
having a family and and all of the
things that go with that is having a way
to just I can take a school calendar, an
activity, some other activity schedule
and email it to the skylight calendar
and then in our kitchen there's a frame
that has the calendar on it and it
autopopulates the meeting invites and
that is how we manage
that's how we manage everything going
on. So, um it is it has definitely been
a a great benefit to our family, but
then also just it it allows all of us to
stay on the same page.
>> There have been many days I would love
to my son like are you working today?
Are you not working today? So,
absolutely we'll be checking that out. I
love that.
>> Well, thank you so much Hillary. This
has been a great conversation. I've
enjoyed speaking with you today and um I
appreciate you coming and sharing all
about Curious with the audience.
>> Thank you so much for having me. And
even if you're listening to this and
you're not ready to make a decision or
try a tool, our team is a great resource
for talking about the legal, the privacy
and security, the ethical issues about
adopting technology. And so we're always
happy to be a resource if if that's
helpful to everyone. Heat.
Heat.