475. Stop Automating Broken Processes: What PI Firms Actually Need Before Deploying AI | Yuval Goren, Kobargo IT

Automating a bad process doesn't make it better. It makes the same problem move faster—and can leave your PI firm paying for technology it wasn't ready to use. Yuval Goren is the founder and CEO of Kobargo IT, which provides technology and AI leadership specifically for high-volume personal injury firms. After two decades in traditional IT, Goren shifted from reactive support toward treating technology as a lever for productivity, revenue, and competitive advantage—a model Kobargo IT now calls “IT and AI Leadership as a Service.” In this episode, Yuval joins Chris Dreyer to unpack what a PI firm must put in place before it deploys AI. They discuss where AI belongs in intake and lead follow-up, why undocumented workflows undermine automation, how firms should consolidate and secure their data, and why a firm's referral strategy can include cybersecurity.  You'll learn: Why process mapping and documented SOPs need to come before AI automation in a personal injury firm. Where AI-powered intake can strengthen lead follow-up without sacrificing the human connection behind client trust. What PI firms need to address when consolidating fragmented data for AI and automation. How cybersecurity and AI governance can protect sensitive client information while strengthening firm reputation. Head over to Rankings.io and see for yourself how we can help take your business to the next level.  Like what you hear? Hit Subscribe! We do this every week. If you want to keep learning from the best voices in PI, join us at PIMCON 2026. Buy your tickets now! Subscribe to our newsletter and get the freshest news every Monday: newsletter.rankings.io Get Social! Personal Injury Mastermind w/ Chris Dreyer powered by Rankings.io is on Instagram | YouTube | TikTok