What happens when a nonprofit embraces AI not for the hype, but for the help? In the latest episode of the UpLevel View podcast, Brandi Pack and Ken Callander sit down with Cristal Cardenas Sanchez, Director, Research & Evaluation, Hanna Center, and Marissa La Brecque, VP of Research and Training, from Hanna Center, to talk about how their grassroots AI pilot turned into a full 2026 roadmap. Hear how they're using GenAI to streamline operations, spark new ideas, and even open the door to a broader range of grant opportunities, without losing sight of their mission.

Highlights

• Streamlining data collection at Hanna Center.

• Hanna Center's mission and services overview.

• Significant data entry challenges faced early on.

• Custom AI tools drastically reduce manual data entry.

• Adoption process and early AI successes.

• Building confidence and addressing privacy concerns.

• Efficient internal adoption fuels enthusiasm.

• Insights into using AI for organizational transformation.

• Impressive ROI from AI tool implementation.

• Planning and prioritizing AI use cases for next year.

• Enhancing grant opportunities with AI tools.

• Recommended starting points for non-profits using AI.

• Creative applications of AI across departments.

• Hanna Center's evolving use of AI and future plans.

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef

• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide

• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/

• LINK (Legal Innovators Network): http://Linkforlegal.com

• Connect with Stephanie Corey

• https://www.linkedin.com/in/stephcorey-ulo

• https://fr.linkedin.com/company/uplevel-ops

• https://uplevelops.com/

• https://uplevelops.com/legal-operations-consulting/

• https://uplevelops.com/thoughtleadership/

• https://uplevelops.com/services/gai-management/

• GAI Management Services from UpLevel Ops: https://uplevelops.com/services/gai-management/

• https://www.intel.la/content/www/xl/es/homepage.html

• GAI Management Solutions from UpLevel Ops: https://uplevelops.com/services/gai-management/

What does practical AI success look like in legal terms? Peter Calleo and Nick Giuliano from Enstar Group join UpLevel Ops CEO, Stephanie Corey, and UpLevel's Director of Innovation, Brandi Pack, on the UpLevel View podcast. They'll share how UpLevel Ops and the Enstar team led a GenAI program that made Legal faster, smarter, and more connected to the business. No hype, just real-world insight. Listen to the UpLevel View and improve your legal leadership vision today!

Highlights

• Transitioning from Microsoft Co-Pilot to ChatGPT

• The role of AI in legal ops pre-pandemic

• Simplifying legal tasks with AI tools

• Board minutes drafting revolutionized by GPT-5

• Elements of a successful AI pilot program

• Rapidly expanding use cases for custom GPTs

• Legal tech transformation and the end of over-engineering

• The importance of generative AI governance

• Building a culture of innovation through AI adoption

• Measuring AI pilot program success with low cost, high reward

• Executive sponsorship critical to AI adoption success

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef

• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide

• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/

• LINK (Legal Innovators Network): http://Linkforlegal.com

• Connect with Stephanie Corey

• https://www.linkedin.com/in/stephcorey-ulo

• https://fr.linkedin.com/company/uplevel-ops

• https://uplevelops.com/

• https://uplevelops.com/legal-operations-consulting/

• https://uplevelops.com/thoughtleadership/

• https://uplevelops.com/services/gai-management/

• GAI Management Services from UpLevel Ops: https://uplevelops.com/services/gai-management/

• https://www.intel.la/content/www/xl/es/homepage.html

• GAI Management Solutions from UpLevel Ops: https://uplevelops.com/services/gai-management/

Litigation: the last stronghold of hourly billing. On the UpLevel View, Steph Corey and Ken Callander talk with Grubhub's Katie Armistead about how legal teams are bringing order to the chaos with phase-based fees, risk-sharing, and value-driven pricing. The era of "We'll see what the invoice says" is over. Take your Legal Leadership Vision to the Next Level: Subscribe to the UpLevel View today.

Guest Additional Info

Our guest today is Katie Armistead, Head of Legal at GrubHub. She began her career at Jones Day and holds a BA in Economics from Johns Hopkins University and a JD from Columbia Law School.

Highlights

• Challenges of Unpredictable Litigation

• Transition from Hourly to Value-Based Pricing

• The Catalyst: A Costly Lawsuit Experience

• Success Payments and Outcome Alignment

• The Importance of Data and Piloting New Models

• Overcoming Resistance to Change

• Impact of AI on Legal Services

• The Effectiveness of Value-Based Pricing Over Hourly Models

• Improvements in Finance Team Relations and Predictability

• Advice for Legal Leaders on Pricing Strategies

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef

• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide

• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/

• LINK (Legal Innovators Network): http://Linkforlegal.com

• Connect with Stephanie Corey

• https://www.linkedin.com/in/stephcorey-ulo

• https://fr.linkedin.com/company/uplevel-ops

• https://uplevelops.com/

• https://uplevelops.com/legal-operations-consulting/

• https://uplevelops.com/thoughtleadership/

• https://uplevelops.com/services/gai-management/

• GAI Management Services from UpLevel Ops: https://uplevelops.com/services/gai-management/

• https://www.intel.la/content/www/xl/es/homepage.html

• GAI Management Solutions from UpLevel Ops: https://uplevelops.com/services/gai-management/

• April Miller Boise on LinkedIn: https://www.linkedin.com/in/april-miller-boise-8913404/

• Stephanie Corey on LinkedIn: https://www.linkedin.com/in/stephcorey-ulo/

• Ken Callander's bio: https://uplevelops.com/our_team/ken-callander/
  Ken's LinkedIn profile: https://www.linkedin.com/in/kencallander/

• UpLevel Ops: http://uplevelops.com/

• Value Strategies from UpLevel Ops: https://uplevelops.com/valuestrategies/