In this episode, we explore the innovative advancements in the legal technology industry, spotlighting the winners of the LegalTech Breakthrough Awards 2024. From groundbreaking software solutions to new tools that are transforming the legal landscape, we dive into how these innovations are improving efficiency, accessibility, and client outcomes in the legal sector.

Join us as we discuss the impact of these award-winning technologies, what they mean for legal professionals, and how the future of law is being shaped by cutting-edge solutions. If you're passionate about tech in the legal world or looking for inspiration for the next big thing in LegalTech, this episode is for you!
Visit to learn more- https://www.moxo.com/workflows

Moxo named “Workflow Management Platform of the Year” by LegalTech Breakthrough

Moxo Workflow Automation simplifies client onboarding by automating tasks, document collection, and approvals. Customizable workflows ensure a seamless process, reducing manual effort and delays. Real-time updates keep clients informed, while centralized communication fosters transparency. With Moxo, businesses can deliver a smooth, efficient onboarding experience that enhances client satisfaction. https://www.moxo.com/workflows





How to Streamline Client Onboarding with Moxo Workflow Automation

Unlock the potential of automation with 'Effortless Success: A Beginner’s Guide to Automation.' This comprehensive guide breaks down essential automation concepts, helping you streamline tasks, boost productivity, and achieve success with ease—perfect for newcomers to the world of automation."

visit us:https://www.moxo.com/workflows

Effortless Success A Beginner’s Guide to Automation

Unlock the power of automation with our beginner’s guide, Effortless Success. Whether you're a small business owner or just starting out, this guide provides easy-to-follow steps on how to streamline your processes, improve efficiency, and save time. Learn about the best tools and practices for automating repetitive tasks and workflows, and take the first step toward transforming your business operations. Embrace automation and drive success with minimal effort!"

Visit us: https://www.moxo.com/workflows









luvvoice.com-20250210-OYdngv

Read how workflow automation boosts productivity with the best tools in 2025. Streamline tasks, improve efficiency, and optimize your workflow today!

Visit us: https://www.moxo.com/blog/workflow-automation-productivity-tools

How workflow automation boosts productivity

Know how workflow automation can revolutionize B2B operations, boosting efficiency, reducing errors, and driving productivity. Transform your business today!

Visit Us: https://www.moxo.com/blog/workflow-automation-transforming-b2b-operations

How workflow automation transforms B2B operations

Learn how workflow automation enhances client project management. Boost efficiency, streamline processes, and achieve better project outcomes.


Visit Us : https://www.moxo.com/blog/how-to-use-workflow-automation-in-client-project-management

How to use workflow automation in client project management

A personal reflection on managing AI implementation projects, the challenges of maintaining strategic focus, and the practical realities of working with generative AI in a corporate environment.


AI as a Product: Losing and Finding the North Star

In this conversation, Dave Prior and Hugo Bowne-Anderson discuss the evolving landscape of AI and data science, focusing on the role of AI agents in solving business problems. Hugo shares insights on how to effectively implement AI solutions, the importance of understanding the underlying data, and the need for continuous improvement in AI systems. They also touch on the skills necessary for navigating the AI landscape, the value of collaboration between technical and non-technical teams, and the importance of assessing the value of AI projects. Hugo concludes by offering a course on building AI applications, emphasizing the iterative nature of AI development.

Takeaways

 - Hugo emphasizes the importance of data in AI applications.
 - AI agents can automate tasks but require human oversight.
 - Understanding the problem is crucial before implementing AI solutions.
 - Prompt engineering remains a valuable skill alongside learning about agents.
 - Consultants should educate clients on practical AI applications.
 - AI systems should be built incrementally and iteratively.
 - Value assessment in AI projects should focus on efficiency and cost savings.
 - Continuous improvement is essential for AI systems to remain effective.
 - Experimentation with AI tools can lead to innovative solutions.
 - Collaboration between technical and non-technical teams is vital for successful AI implementation.

Chapters

00:00 Introduction to Data and AI Literacy
06:14 Understanding AI Agents vs. LLMs
09:18 The Role of Agents in Business Solutions
12:21 Navigating the Future of AI and Agents
15:24 Consulting and Client Education in AI
18:37 Building Incremental AI Solutions
21:29 The Future of AI Coding and Debugging
24:32 Prototyping with AI: Challenges and Solutions
25:32 Leveraging AI for User Insights and Competitive Analysis
27:29 Understanding Value in AI Development
32:05 The Role of Product Managers in AI Integration
33:00 AI as an Instrument: The Human Element
35:33 Getting Started with AI: Practical Steps for Teams
38:51 Building AI Applications: Course Overview and Insights

Links from the Podcast:

Stop Building AI Agents - Here’s what you should build instead (Article) https://www.decodingai.com/p/stop-building-ai-agents
Anthropic https://www.anthropic.com/engineering/multi-agent-research-system
The Colgate Study https://www.pymc-labs.com/blog-posts/AI-based-Customer-Research

Hugo’s Course (Starts November 3, 2025)
Building AI Applications for Data Scientists and Software Engineers (with a 25% discount)
https://maven.com/hugo-stefan/building-ai-apps-ds-and-swe-from-first-principles?promoCode=drunkenpm
(You can use the discount code drunkenpm to get 25% off)

How To Be A Podcast Guest with Jay Hrcsko https://youtu.be/vkNbgwcolIM

Contacting Hugo
LinkedIn https://www.linkedin.com/in/hugo-bowne-anderson-045939a5/
Substack https://hugobowne.substack.com/

Contacting Dave
Linktree: https://linktr.ee/mrsungo
Dave’s Classes: https://www.eventbrite.com/cc/dave-prior-classes-4758623

Navigating AI - Making Sense of Agents and When To Use Them with Hugo Bowne-Anderson

In this episode, we're breaking down why lenders everywhere are finally ditching spreadsheets and embracing modern loan management software. Ever felt buried under endless Excel tabs, formula errors, and version control nightmares? Whether you're a community lender, credit union, or alternative finance provider, spreadsheets have been the silent productivity killer holding your team back. Think of loan management software as upgrading from a paper map to GPS, suddenly, everything becomes faster, clearer, and far more reliable.

We'll cover:

The hidden costs of spreadsheet-based lending (human error, security risks, and wasted time)

Why manual processes can't keep up with today's compliance demands

Key features modern LMS platforms offer that spreadsheets simply can't match

Real-world scenarios where automation saves hours of manual work

How to evaluate if your lending operation has outgrown spreadsheets

Best practices for transitioning your team to a dedicated platform

Plus, we'll explore how solutions like Bryt Software's loan management platform eliminate data silos, automate repetitive tasks, and give you real-time visibility across your entire portfolio. If you've ever lost sleep over data accuracy, missed compliance deadlines, or wished your team could focus on growing your business instead of reconciling numbers, this episode is your roadmap forward.

By the end of this episode, you'll understand exactly why spreadsheets are becoming obsolete in lending and how making the switch to purpose-built software can transform your operations, reduce risk, and scale your business with confidence.

Read the full guide: brytsoftware.com/why-lenders-are-moving-from-spreadsheets-to-loan-management-software

Our Socials:

Twitter: x.com/MattWeston95

Pinterest: pinterest.com/mattweston0095


How Lenders Are Finally Breaking Up with Spreadsheets & Moving to LMS

Bruno Flaven has been a Project Manager in a wide variety of Internet (Mobile, Website) for 20 years now. Since 2023, Bruno Flaven is working mainly on AI.

Moxo is a leading platform that empowers businesses with an all-in-one client interaction hub, streamlining workflows and enhancing customer engagement. Designed for efficiency and scalability, Moxo offers secure, collaborative solutions tailored to industries like finance, real estate, legal, and more. With features such as document management, task automation, and real-time communication, Moxo enables organizations to deliver seamless client experiences and drive operational excellence.

Our mission is to digitally transform client interaction processes with modern engagement experiences. Moxo's design point couples one-stop, client-centric workflows with the security and management requirements of organizations in today's world.

We provide a powerful solution for organizations that are looking to modernize their business processes with customers, vendors, or partners.

A podcast about Agile and Project Management

New tracks tagged #Workflow Automation