Dive into the complete episode list for Adventures In Legal Tech. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
Rows per page:
50
1–50 of 160
Pub. Date
Title
Duration
11 Aug 2021
Cybersecurity
00:27:34
Jared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms.
Highlights
Cybersecurity is in the news every day - 1:41
What magnifies complexity - 10:23
You need cybersecurity training - 10:58
How you can protect yourself - 16:45
Understanding the threat - 18:01
Why people are unprotected - 19:21
Biggest reasons why so many firms are unprotected - 23:02
How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones?
In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition.
Highlights
Who’s the guest today? - 1:11
Outlaw, the contract management platform. - 1:59
Icebreaker: Cain being a skier and a snowboarder. - 3:27
Tips for a young man on his first skiing adventure. - 4:46
Why did he feel it’s important to make the acquisition? - 6:16
Things to look for in a solution. - 10:30
The difference between how to use the product as a legal department in a large company and in an independent law firm? - 12:30
Balancing between ad hoc needs of specific clients. - 15:05
The next evolution that Cain sees in contract lifecycle management. - 16:22
Can contract lifecycle management assist in the staffing crisis? - 18:08
The most important field type that exists. - 20:00
How to get more information about Cain Elliott, Filevine, and Outlaw. - 20:50
Jared Correia interviews Megan Zavieh, a legal ethics attorney, to talk about responsible AI use, managing technology's impact on mental health, and evaluating legal software. She emphasizes the importance of lawyers understanding and verifying AI-generated outputs, and not overly depending on the technology. To maintain mental health, she suggests taking breaks, meditating or participating in non-work activities to avoid burnout. Additionally, lawyers should ethically set communication boundaries with clients. Lawyers must also carefully assess new or non-mainstream technologies to ensure alignment with their ethical obligations.
Episode Highlights 06:31 Discussion on how lawyers should use AI ethically, ensuring they don't rely on it blindly and monitor its performance 08:23 The importance of not putting sensitive client data into AI tools like ChatGPT 10:18 Insight on the potential future of ethics opinions treating AI as a tech tool, not as a person 12:50 The interaction between lawyers and AI tools when clients use AI for legal work, treating them similarly to clients' own drafts 15:30 The impact of increased technology usage on mental health during the pandemic and the challenge of breaking away from screens 18:22 Acknowledging and addressing the risk of burnout, utilizing exercise and meditation to maintain mental well-being 20:39 Using technology like meditation apps to improve mental health and stay productive 22:55 Tips for managing communication methods and ethical obligations 24:29 The importance of setting communication boundaries with clients and considering which methods work best for your practice 27:49 Software vetting and keeping records of the vetting process 31:02 Sticking to mainstream technology when not capable of thoroughly vetting new or overseas software
LegalTech Trends in the Mid-Market with Jennifer Sherman
00:27:21
Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely.
Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, letting lawyers focus more on helping their clients and doing tasks they love 10:54 Talking to lawyers on how they can get started in automation 19:29 The importance of using technology to avoid burnout and upscale all employees, enhancing their productivity and efficiency 17:07 Transitioning from vendor-customer relationships to true partnerships 25:28 Ease of use for the client as a primary consideration and how this can have a significant impact on a firm's reputation, growth, and client-first approach
Jared Correia spoke with Megan Sheehan, a law firm owner, about how she modernized a traditional family law practice.
Episode Highlights 01:56 The history of Sheehan Associates, including its origins in Lexington, Massachusetts 09:27 The first major transition to tech within the firm by introducing a new billing system 15:41 Importance of gradual introduction of new technologies and why they're being implemented. 18:41 Using Calendly for scheduling and handling client intakes, engagement letters, and credit card authorizations via Myknes 23:36 The necessity of protocols for remote working 29:47 New cannabis law department called Green Path Legal 31:06 How Megan uses different branding for different practices within the firm 33:41 Using different social media platforms for marketing and promotion
Automated Workflows for Client Intake with Tony Interlandi
00:24:35
I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice.
Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to transcend personal branding for scalability and client engagement. 15:12 - The discussion around the firm's rebrand to Monarch Law and the significance of the name and logo to convey transformation, technology, and treating clients like royalty. 19:50 - The guest underscores the efficiency gained in internal operations and client handling by transitioning to a more inclusive firm name, allowing for better distribution of work among staff. 21:24 - Tony details his selection process for Cleo Grow as his intake management software, underscoring the value of recommendations, integrations with existing systems, and feature sets in making the decision. 25:27 - The benefits of using a structured pipeline for client intake in employment law are highlighted, with a focus on filtering through the large volume of leads to determine which ones warrant further consultation. 29:03 - Tony boasts about his process improvements, managing to reduce intake calls from an hour to fifteen minutes via an effective, well-crafted intake form and approach. 39:58 - Tony passionately endorses using a CRM like Cleo Grow to track potential clients, streamline operations, and gather valuable data for business growth, emphasizing its seamless integration with Cleo Manage.
The Future of Legal Documents with Cain Elliott and John Rizner
00:35:43
I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond.
Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI tools for optimized legal work. 11:08 - Discussion of word processing tools and the potential move beyond Microsoft Word in legal drafting. 13:14 - The excitement around AI agents and the implications for legal tech systems. 20:38 - The value of drafting assembly technology across various practice areas, beyond corporate counsel. 22:37 - The issue of AI-generated hallucinations and fake cases in legal research. 26:51 - How AI can enhance lawyer creativity and reduce unnecessary complexity in legal documents. 28:48 - The potential for AI to fade into the background as a discussion topic and instead focus on improving legal drafting quality.
Accuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use?
In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the alternative fee agreements and different payment funnels that attorneys and law firms can use as well as the new trends that people can expect in e-payments.
Highlights
The two guests for today’s show. - 1:16
Ice breaker: What’s the weather like in your area? - 3:17
Why should law firms start using e-payments? - 9:06
How is surfacing data related to bill payment? - 13:05
Alternative fee agreements for law firms. - 18:03
Financial services acting as a middle man between the client and the law firms: What does it mean and how does it work? - 25:03
The new trends that people can expect in e-payments. - 27:24
Do legal payment providers offer options if a consumer wants to pay using cryptocurrency? - 28:44
Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp
00:35:57
I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!
Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance of team dynamics and mentorship 14:10 - Discussing firm logistics and financial planning 15:49 - Trust and transparency in partnership decisions 18:22 - Marketing strategies - referrals and client trust 23:40 - Combining firm’s technologies and choosing common software 26:10 - Customizing Filevine software 27:53 - Challenges in implementing new technology 30:57 - Use of AI for preparing depositions and medical chronologies 33:14 - AI tools integrated in trial preparation 34:22 - Reporting and tracking key metrics in the firm 36:55 - Importance of delegation to focus on core strengths
Practice Management Software with Joyce Bradford and Bob Culliton
00:36:59
In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers.
Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys be more efficient and effective in their work.
Highlights
Who are the guests for today? - 1:24
Ice breaker: What’s the most annoying Christmas gift a child asks them? - 1:55
One problem that a case management software platform can resolve. - 5:24
Best features of the case management software. - 8:37
Dealing with lawyers and their ability to place data and label into the system. - 10:47
What can be improved to be made to the case management space? - 13:49
The eDiscovery Process for Law Firms with Shree Sharma
00:29:31
I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish.
Episode Highlights 08:40 - Transition from haunting to e-discovery. 09:18 - Reasons law firms seek e-discovery vendors. 11:59 - Types of data encountered in e-discovery. 13:40 - Importance of maintaining data integrity in collections. 15:06 - Explanation of metadata and its significance. 18:28 - Common pitfalls in e-discovery processes. 20:38 - Explanation of EDRM (Electronic Discovery Reference Model). 25:05 - Processing and reviewing large data sets. 29:19 - Use of Technology Assisted Review (TAR). 32:00 - Continuous Active Learning in e-discovery. 40:20 - Future of AI in e-discovery. 45:00 - Effective internal operations for e-discovery partnerships.
For today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even the role of technology and AI. Mark highlights the importance of keeping clients informed, but also warned against the potential risks of giving away confidential information. Additionally, he advises to utilize a secure client portal for communication and data security, as well as reviewing privacy settings on smartphones to preserve client confidentiality.
Episode Highlights
03:58 What the daily life of an ethics attorney looks like
05:07 Different channels to reach out to Mark and his team
06:18 The dreaded ethics issue they are usually facing involving emails
10:49 Texting or sending messages to clients
11:21 The three C’s
13:59 Carrying around smartphones, the landmine of confidential information
20:22 Ethical mind fields involving chatGPT and other similar technology
24:40 Supervising employees with respect to technology
27:13 Kinds of issues that are related to unauthorized practice of law
Back to Law (Practice) School: Everything Law School Didn't Teach You with Joyce Brafford
00:43:39
For the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights 10:41 - Challenges Lawyers Face with Money. 12:00 - Importance of Fee Schedules for Lawyers. 14:30 - Engagement Agreements as Client Relationships. 19:52 - Need for Passive Timekeeping. 27:40 - Technology Platforms for Law Firms. 31:43 - Effective Use of Software for Lawyers. 37:11 - Comprehensive Marketing Plans for Legal Practice. 40:36 - CRM’s Role in Legal Marketing.
Going Back to Basics: Strengthening Your Firm's Foundations with Joyce Brafford
00:36:03
For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford.
[SPONSORED by Cosmolex]
Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie 20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools. 23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market 25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content 31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing 32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content 33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play
The Value Proposition of Remote Work for Law Firms with Brett Trembly
00:29:05
I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel.
Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed Up. 14:47 - Impact of the COVID-19 pandemic on remote work adoption. 17:24 - Offshore vs. US-based talent comparison. 21:15 - Addressing technology concerns in remote staffing with virtual desktops. 24:54 - Importance of cloud-based software for remote staffing. 26:18 - Discussion on AI adoption in law firms. 28:01 - Pricing and cost savings associated with offshoring staff. 29:54 - Importance and impact of offering employment in Latin America.
Lead Generation & Lead Intake for Law Firms with Joe Giovannoli
00:31:31
Jared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads.
Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a discussion of its developing role in digitally marketing law firms 17:46 The importance of law firms needing to take an active role in setting their marketing vision 18:32 How to make a law firm's website as compelling as possible 26:17 Why you should have compassionate and efficient intake staff 29:01 Technology requirement for successful law firms
Law Firm Financial Management - Strategies & Analytics with Brooke Lively
00:27:10
For today’s episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-based software systems for efficient reporting and data tracking. Cathedral Capital assists law firms in setting up systems and determining data to monitor, ultimately helping firms grow and potentially transition from outsourcing to hiring in-house staff.
Episode Highlights 03:25 Explaining Cathedral Capital's function as outsourced CFO for law firms 04:36 Looking at valuable data for law firms outside of financials 05:38 Discussing efficiency and productivity data 07:08 Creating strategies for law firms' growth 09:50 Importance of consistent language and terminology in data management 15:17 Connecting accounting software with case management systems 18:07 Comparing and deciding on reporting options and tools 20:03 Helping law firms set up their case management systems correctly 20:53 The importance of cash flow forecasts 22:41 The significance of employee productivity reports 23:45 When to engage a financial professional 25:00 Transitioning from outsourced CFO to in-house financial management
Switcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna Brown
00:49:21
For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!)
[SPONSORED BY COSMOLEX]
Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pick: Oklahoma octopus legend. 13:10 - Jared’s clue for software trouble: frustration triggers. 13:52 - Reason for frustration: pricey, slow, ineffective software. 16:20 - Role of consultants in smooth transitions. 20:40 - Indicators for needing new software. 23:15 - Consulting specialists ease transitions. 25:39 - Importance of testing and transparency in software rollout. 31:30 - Unified firm involvement for better buy-in. 38:39 - Relevant software integrations matter.
Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain
00:37:07
For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain.
[SPONSORED by TimeSolv]
Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses 27:53 The value of integrating Law Ruler with other law firm software 29:11 How Law Ruler can automate case management and intake automation, as well as after outreach marketing 34:16 Practice-specific data like the average time to open and close a matter and marketing expenditure for each practice area
Do law firms need to upgrade their tools and software? What’s the best option to use?
Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at.
Highlights
Who today’s guests are. - 1:19
The appropriate time to start listening to Christmas music. - 3:08
Why does it take people so long to start building front office software? - 5:29
Nick’s thoughts on why it took so long in the legal space. - 9:19
What’s the best pathway? - 14:38
The other used phases for CRM. - 21:01
Value of automations to law firms. - 27:16
Favorite KPI that law firms should be looking at. - 33:58
Fine-Tuning a Solo Law Practice with Valerie Botter
00:26:18
I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic.
Episode Highlights 01:07 - Lawyers’ relationship with technology. 01:40 - Focus on solo law practice. 02:16 - Setting the stage for non-pitch discussions. 02:35 - Intro to guest and unique dog breed. 04:41 - Emotionally supportive dog and busy lifestyle. 09:56 - Transition from busy trial practice to ADR. 13:14 - Switching practice approach influenced by life and job changes. 18:15 - Moving IT and practice management to the cloud. 22:44 - Redesigning the website for better client interaction. 24:19 - Personal branding with logos. 25:29 - Implementation of MacBooks to enhance mobility. 27:39 - Choice of Quicken for bookkeeping from anywhere. 29:06 - Future projects including writing and a new website.
Building a 2025 Law Firm Marketing Plan with Gyi Tsakalakis
00:32:16
I spoke with a law firm marketing expert about how to build a marketing program for the upcoming year.
Episode Highlights 01:14 - Legal marketing rebuilding. 01:32 - Introducing Gyi Tsakalakis. 05:55 - Favorite Christmas gift memory. 07:00 - Importance of annual planning for law firms. 09:08 - Metrics and law firm identity. 10:32 - Affinity audiences explained. 11:30 - Google de-indexing explanation. 13:13 - AI impacting search results. 15:30 - Google’s AI challenges. 16:50 - Strategy for AI content placement. 19:50 - Rise of AI search engines. 23:15 - Importance of brand vs. direct response. 26:10 - CRM’s role in marketing. 28:05 - Owning your marketing data. 30:38 - Practicing gratitude daily.
Law Practice Management Software with Joshua Hostilo, Blake Roberts, Marie Burgess and Igor Selizhuk
00:35:57
For today’s episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importance of mergers and acquisitions in the field and advised attorneys and law firms to stay aware of changes such as non-lawyer-owned law firms.
Episode Highlights
Their best New Year’s Resolutions failures - 2:34
How lawyers can use law practice management software and recession-proofing a law practice. - 6:40
Improvements in case management software for a better client experience. - 11:58
Benefits of utilizing case management software for law firms. - 15:53
The future of law management software. - 14:42
Adding automations in the case management software - 21:11
Impact of mergers and acquisitions in the technology space. - 24:29
Their favorite case management report and why. - 30:18
Essential integrations for case management software. - 32:19
Legal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions.
Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’re up for renewal and letting the other party know of the last day when the contract will lapse. Listen in to know what are the different strategies to use when selecting the right legal research provider.
Highlights
The big difference with other lawyers: Rob loves college football. - 2:50
What are the big changes in the industry of legal research? - 5:41
The checklist that Rob’s running through when talking to legal firms about making decisions on legal research. - 9:16
Recommendation he’s always giving to clients: As soon as the agreement is signed, you send an email to your contacts, “Please set my agreement to lapse on the last day of this term.” - 11:32
Are there a lot of firms cutting their research budget due to the pandemic? - 15:30
Involve your power users into the conversation. - 18:28
Set of features of legal platforms that Rob sees as totally essential for a law firm. - 21:23
Do law firms use free resources first? - 24:10
How much should prices be an issue? How big of consideration should it be for law firms? - 28:01
Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances.
Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser.
Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj’s favorite personal financial apps
Law Firm Financial Management - Software Applications with Peggy Gruenke
00:31:09
For today’s episode, Jared welcomes legal tech expert Peggy Gruenke who discusses the advantages of using cloud-based accounting systems like QuickBooks Online and integrating them with Law Practice Management software. She highlights the importance of maintaining accurate data and the need for training law firms and bookkeepers to use these systems effectively.
Peggy emphasizes the focus on financial management, tracking revenue and expenses, and monitoring KPIs such as billing and collections rates. She advises engaging a professional to assist with law firm accounting and finance for increased efficiency.
Episode Highlights 04:23 Debate between QuickBooks Desktop vs. QuickBooks Online and the advantages of using a cloud-based software system 07:01 The ease of transitioning from QuickBooks Desktop to QuickBooks Online. 09:57 Integrating accounting software and case management software, such as Clio and QuickBooks Online 11:00 The learning curve for law firms transitioning to new software and training needed by office managers 13:27 Building custom financial reports, particularly for compensating lawyers, and running trust account reports, including the trust three-way match report. 18:23 Tracking Work in Progress (WIP) and analyzing contingent work and hourly work for revenue generation 19:45 The importance of reviewing bank accounts and finances due to the increasing number of fraud incidents. 21:19 Key Performance Indicators (KPIs): Tracking accounts receivable, billing, and collections. 23:51 Utilization rate and its importance in law firm management 25:52 Expense tracking and focusing on growing revenue rather than cutting expenses 27:26 When should law firms engage a professional for financial management and advice?
A Small Business Tech Checklist for the Holidays with Nick Briscoe
00:24:07
Jared spoke with an economist about the technology he uses in his business (including some legaltech!), how he works with law firms, and what tips he has for them.
Episode Highlights 02:41 Nick's profession as a forensic economist and his roles in various court cases 04:22 The nature of forensic economics as a historical analysis of data 05:15 How Nick's proficiency in Excel and how he uses it in his workflow. 07:38 Using case management software (Clio) for billing purposes in his business 10:00 Other technologies Nick uses in his business 13:00 AI image generation and how Nick uses it for his webinars 14:40 The image generation process works using different AI tools 16:44 How Nick uses ChatGPT, a generative AI tool, for coding automations 19:30 How ChatGPT can help non-coders to automate tedious tasks
For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC.
Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more.
Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the United States Marine Corps which honed his expertise in government ethics, criminal law, installation law, and contract law.
Highlights:
How his experience is upon entering the Marine Corps contrary to what the movie shows
What Jason Foscolo PLLC does and how it started
Why did he make the decision to choose a brand name versus a traditional law firm name
What the subscription law practice is and how it’s different from other practices
How he manages payments from clients
What he uses in terms of technology to organize himself
Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time?
For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue.
Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He touches an important topic that most firms look upon: Collecting accounts receivable. Scott cites the different ways law firms can use this for collection and how integrated payments can help these firms.
Highlights
Who is the guest today? - 1:17
Ways law firms can do a better job at capturing time. - 3:56
Why is there a need to keep track of time? - 7:01
Metrics to look at. - 9:22
Tactics for law firms to collect more of their accounts receivables. - 12:05
What’s an integrated payment for law firms? How can it help law firms collect money? - 14:30
Favorite feature of time and billing software. - 20:29
It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt?
Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson & Wilson.
Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms.
Highlights
Who is the guest for today? - 1:16
Growing up with a guest ranch where celebrities would visit. - 2:04
What is metaverse and why should lawyers care about it? - 3:41
Changes in technology to implement metaverse. - 6:15
Cost of setting up: Is it difficult to do? - 10:28
Pitching the metaverse to clients. - 12:11
Building the avatar in a professional way. - 17:56
In addition to initial communication, how did Mitch end up engaging with people after the fact or staying on top of the mind? - 21:56
Law firms that are more efficient make more money. Host, Jared Correia, focuses on how technology can benefit your bottom line. This podcast is for the luddite-leaning lawyer that has been ignoring technology and is ready to learn the legal technology tools and interview software executives to help your firm.
24 May 2024
How to Run a Mid-Sized Law Firm Like a Boss with An Ruda
00:32:49
I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work!
Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoiding being a number four at Bartko LLP. 09:31 - Inclusivity policy—embracing diverse talents that fit Barco LLP. 13:39 - The importance of genuine investment in people over superficial diversity measures. 17:10 - Ruda’s advice to young lawyers: avoid imposter syndrome. 18:50 - Developing resilience through “mother bird” analogy in training and development. 22:19 - Insights on the importance of hiring skilled non-lawyers for specific roles in law firms. 28:19 - Adoption of transparent metrics to drive firm performance. 34:56 - Ruda’s clear stance on the profit motive of the business and its communication. 39:56 - Strategic move of purchasing a building and creating multi-use spaces. 44:00 - Innovative approaches to generate additional revenue streams beyond traditional billing. 48:01 - Exploration of investing in legal tech and trial services to stay competitive.
Law Firm Hiring in a Competitive Environment with Joyce Brafford
00:31:34
I spoke with a law firm management expert about how to hire new employees in a challenging environment.
Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18:50 Keeping a min 30-day probationary period with ideal being 90-days 19:20 Advice to let go of unsuccessful candidates during the probationary period without any sunk cost fallacy 19:56 Why hiring a recruiter could be beneficial for law firms 21:40 Three red flags for candidates 26:17 Three things every law firm manager should know before hiring 29:19 Personal story shared about a job interview experience where the interviewee’s pants split which exemplified the importance of empathy in interview situations.
I talked with a small town lawyer about how he built + maintains his law practice.
Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisition. 13:39 - Importance of name recognition in acquisition. 16:03 - Niche practice vs. general practice in small towns. 18:20 - Adapting to market fluctuations in real estate law. 20:07 - Exploring new practice areas during market downtrends. 21:50 - Adapting to technology in legal practice. 23:55 - Navigating the hiring challenges in a small town. 26:00 - The advantages of word-of-mouth in hiring. 28:03 - Reflection on running a small-town law practice.
Trial by Fire - Artificial Intelligence as a Competitive Advantage for Litigation Firms with Kim Bookout
00:28:42
I spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage.
Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise.
Why and How AI is a Lawyer's Second Brain with Dave Maxfield
00:32:10
Jared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates!
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 02:02 Dave's background as an English major 06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal life 14:18 The tools he uses in his practice 17:48 Possible futuristic operation based on the sci-fi classic 'The Man with Two Brains' 20:02 Using AI to offload information and optimize capacity in legal practice 22:10 Review of progression of AI and its potential implications in replacing job roles 25:02 The potential application of AI in answering discovery-related tasks in litigation 27:56 The premise of the book 'Lean Law Firm'
AI's Impact on Law Firms in 2025 with Franklyn Jones
00:30:14
I talked with a legal marketer about the impacts of artificial intelligence on law practices in the coming year.
Episode Highlights 05:50 - Coldest temperatures experienced 07:30 - Exploring the lawyer’s brain 10:05 - Overcoming aversion to tech change 12:32 - Modular law practice management 15:20 - AI vs. traditional billing methods 17:25 - Younger lawyers lean alternative billing 20:47 - ROI calculator for AI efficiency 24:54 - AI as a client expectation 26:17 - Customizing client-lawyer communication with AI 30:15 - AI impacting talent recruitment at firms 34:40 - Developing training programs for AI 36:20 - Need for AI training in law schools 38:38 - Brain chemistry and learning from mistakes 44:20 - Hallucinations in AI: a caution 45:10 - How lawyers can mitigate AI risk 48:55 - Cultural shift towards AI in law firms 55:40 - AI transformation of document management
I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices.
Highlights
March Madness: What happened to the NCAA tournament? - 3:05
What are the practical effects on operations of law firms focusing more on customer experience? - 5:21
Why is it important for law firms to have a dedicated CRM? - 6:46
Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43
The common mistakes that law firms are making with their intake processes. - 13:17
Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36
How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39
How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46
Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59
The three things law firms can do to supercharge their intake process. - 27:50
Shake Your Money Maker - Law Firm Billing & Financial Management Strategies with Joyce Brafford and Brooke Lively
00:45:01
For the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively.
[SPONSORED BY ROCKETMATTER]
Episode Highlights 15:41 - Introducing the “Sticklefish” metaphor for work. 39:26 - Brooke’s five essential AR puzzle pieces. 58:53 - Discussing individualized law firm metrics. 1:04:39 - Customizable dashboards for law firms.
Pricing for the Modern Law Firms: How to Leverage Your LegalTech to Get Paid with Joyce Brafford
00:33:04
For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford.
[SPONSORED by RocketMatter]
Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fees in existing law firms. 15:11 - Importance of law practice management systems. 18:34 - Subscription services and alternative billing models. 22:03 - Automating billing and payment collection. 24:55 - Managing accounts receivable and billing in advance. 27:01 - Dealing with LEDES billing and granular billing for insurance companies. 28:38 - Client perception on legal fees and building trust versus pricing.
The Science of Attorney Technology Resistance with Susan Letterman White
00:33:16
Jared Correia spoke with a consultant about how + why law firms resist changes to technology, and how they can overcome those.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:50 Lawyers’ mindset on technology adoption 07:01 How emotional resistance change plays into the difficulty of technology adoption in law firms 10:49 Difficulty of adopting technology for lawyers 15:02 Motives and incentives for different roles within a law firm when introducing new technology 19:12 The notion of readiness for change model for tech adoption 21:36 Necessary resources for an effective system implementation 24:24 The 'readiness for change' model and its application in assessing the law firm's preparedness for tech adoption 27:25 The medical industry where patient experience was enhanced through the implementation of a comprehensive tech system 29:12 The convenience brought by patient-centered tech in medical settings and client experience in legal settings
What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement?
For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology.
Highlights
Meet the guest today. - 1:27
What’s the favorite marathon that he’s done and what’s the favorite place of his wife whenever John forces her to tag along to? - 3:06
Why is it the wrong approach? - 6:34
People prefer going on a Space Mountain rather than going cleaning every six months. - 8:08
What is it gonna take for lawyers to move from analog to digital? - 9:11
One of the reasons John started his law firm. - 12:18
The belief is that every interaction should be really high touch. - 13:30
Convincing other attorneys who are not using technological tools to move away from the high-touch approach of running a law firm. - 13:57
Tools that law firms should be considering. - 15:50
The high touch concept: What John noticed over the years. - 18:15
“You’re doing a lot of effort for a client, especially for you as an attorney”: What’s his take? - 19:50
Deus Ex Machina: Lawyers' Ethical Obligations Respecting the Use of AI Tools with Joyce Brafford
00:36:48
For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mythology. 10:39 - Definition and history of AI. 12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware. 14:48 - Importance of understanding AI limitations and biases. 19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI. 28:32 - AI hallucinations and the Matta case from New York. 33:36 - Vetting AI tools and importance of legal-specific solutions. 36:20 - Overview of ProfitSolv’s AI features in Rocket Matter.
Marketing Tech Potpourri - A Day in the Life of Dani Whitestone, Guru
00:31:26
Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms.
Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of her coaching and mentoring business 22:13 How she uses AI tools to plan out a daily schedule 25:09 Calendly and Acuity as efficient scheduling tools for lawyers 25:50 The importance of planning and timing of content distribution
KPIs and Reporting for Law Firms with Mary Juetten
00:25:25
For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs and reports but notes that legal-specific technology is not always necessary.
Episode Highlights
01:58 What Valentine’s Day means for Mary
03:22 What is KPI or the Key Performance Indicators?
05:02 Reporting in conjunction with KPIs
07:12 The interaction between different processes and KPIs
10:42 Building processes and generating KPIs for law firms
13:14 How often should you measure KPIs?
19:48 Financial and quantitative components of KPIs for law firms
21:41 Soliciting client feedback
22:48 How Mary gets attorneys to buy into their projects
Contracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen.
Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes.
Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can help different firms. Not only that, they also share different success stories of shifting to software and the future of contract management software.
Highlights
Who are the guests? - 1:19
What do they do on Halloween? - 3:19
Why is it important for law firms to use contract management software? - 8:07
Once you start automating and start using contract management software, you free up time and are able to focus on other tasks. - 12:08
Features of a Contract Management Software. - 14:03
There’s more focus on collaborative work: Younger attorneys are more open to collaboration. - 20:35
The biggest shift or feature that you’ll start to see is the usability of the product that you want to use. - 22:45
The future of Contract Management Software. - 23:58 Contracts are written for people to understand. - 30:46
With the advent of technology, will law firms move forward despite the pandemic?
Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives.
In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry.
Highlights
Welcoming Jim, CEO of MyCase - 1:10
Jim’s prior experiences serve as a ladder for his new role - 3:30
Thrive or die?: Technology in a pandemic - 5:33
Do you see lawyers backsliding after technology adoption? - 8:58
What is the Net Promoter Score? - 9:40
Tech challenges for lawyers: Why it is hard for law firms to delve into new technology - 10:55
Two things tech companies do to assist law firms in addressing the challenges - 12:17
Legal industry report on remote work and its future -13:27
Experimentation in an Immigration Law Practice with Manny Gonzalez
00:30:15
I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better.
Episode Highlights 09:40 - Starting a law practice right out of law school. 13:13 - Importance of mentorship and professional organizations for solo practitioners. 14:52 - Experimenting with legal tech: Practice management software. 17:20 - The importance of choosing the right practice management software. 21:36 - Direct vs. indirect software integrations. 26:14 - Benefits of owning office space vs. leasing. 28:50 - Marketing strategies for a new law practice. 34:39 - Leveraging Google Reviews for law practice growth. 37:47 - Collaboration with a marketing agency.
Google Ads in the Age of AI with Desire’e Martinelli
00:31:43
I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence.
Episode Highlights 09:36 - Impact of AI on Google Ads. 14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire Interactive. 40:14 - Importance of Proper Conversion Tracking on Google Ads. 57:00 - Setting Up Effective Landing Pages for Higher Conversion Rates. 1:15:00 - Overview of Automated Campaigns and AI in Google Ads. 1:33:40 - Potential Ethical Violations with AI-Generated Ad Copies.
How to Stop Wasting Money on Google Ads with Jeff Lantz
00:26:34
Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score 21:47 Tips on how law firms can create powerful Google ads 22:24 How emotion-based ad content can generate stronger responses and lead to higher click rates, which improve the quality score 23:06 Leveraging keywords to trigger the display of your ads 23:45 The most specific type, exact match, ensures that Google only shows your ad when someone uses your exact keyword in their search
The More Things Change, The More They Stay the Same: LegalTech Edition with Betsy Munnell
00:35:36
Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade.
Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using different social channels for business intelligence, such as subscriptions to industry newsletters and following relevant companies on LinkedIn 21:40 The power of Twitter as a real-time source of breaking news and its role in modern media consumption habits 24:22 The importance of recognizing industry experts and sharing useful, summarized knowledge on platforms like LinkedIn 25:36 Privacy and the importance of in-depth research 28:21 Customer Relationship Management (CRM) use in firms and the lack of effective use especially in small and mid-sized firms 31:30 Artificial intelligence (AI) and its implications for the legal industry - both at a firm level and for individual lawyers
Artificial intelligence or AI is proven to improve communication, sales, and customer service for different industries. It can ensure cybersecurity defense, improve data gathering analysis, and even engage employees and customers. Can it also improve the processes in the legal world?
Jared welcomes Nick Whitehouse of Onit to talk about AI and how it can help improve legal firms. Nick answers several questions surrounding Artificial Intelligence and how it can give a competitive edge to a law firm.
Highlights
Why and how did the name AI Center of Excellence come about? - 1:38
Artificial intelligence: Is it better than natural intelligence? - 2:24
What Nick thinks about the movie Lightyear. - 4:05
The working definition of AI. - 5:59
What is machine learning and how it can work together with AI? - 7:55
Are machines going to take away people’s jobs in the near future? - 9:59
In terms of AI development, is it legal behind other industries? - 13:31
Software applications for AI that have tangible effects on the average law practice. - 14:52
Utilizing AI can be a competitive edge for a law firm. - 20:26
The future of AI in the legal talk in the next five years. - 21:59
Jared Correia spoke with Patrick Carver, a digital marketing expert, about law firm websites and related technology.
Episode Highlights 04:35 Delving into high performing websites for search and its importance for businesses 10:01 Effect of brand names for law firms in terms of search and competition 19:20 Importance of practice area pages on a law firm's website for both Google's analysis and for potential clients 21:07 Patrick talks about the system being developed to push leads directly into the client's intake tool or CRM 23:37 Selecting and implementing CRM for law firms like Clio Grow and Lawmatics 28:07 The critical role of website hosting in improving the performance and accessibility of a website
Marketing a Law Firm Like a Millennial with Giselle Rodriguez
00:30:59
For today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her approach to marketing her practice, which combines both traditional and modern methods and using her presence in social media to help educate people on immigration and dispel any negative stigmas associated with it.
Episode Highlights
01:26 Getting to know who the guest is
03:24 How Giselle started her firm straight from law school
05:47 The difference between the marketing strategies of millennial attorneys and older attorneys
07:36 Building a marketing plan for her firm
11:04 Using referral marketing and community involvement in marketing your services
12:57 Getting a website and choosing an SEO provider
15:27 TikTok as a social media platform for marketing
17:33 The benefits of building social media engagement
21:03 Repurposing contents for TikTok
23:34 The difference between using Instagram and TikTok
Law Practice Management Software with Joshua Lenon and Christopher Lafferty
00:31:18
Jared Correia talked to experts in the space about law practice management software + its value to law firms.
Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation 17:03 How case management software has been impacted by the shift to virtual or hybrid practices 19:56 Benefits of centralized case management and the role of legal software in facilitating remote work and collaboration 22:45 How artificial intelligence can increase efficiency and the consideration of its role in determining legal fees 23:55 The significant role of lawyers despite advanced AI 26:51 The part that Clio's legal trends report on modern payment solutions plays in their case management software
Workplace Communications & the Technology That Supports It with Rachael Bosch
00:32:38
I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so.
Episode Highlights 03:35 - Rachael shares lesser-known tourist tips for Washington D.C. 05:55 - Best D.C. monument views from the Post Office Pavilion. 10:20 - Rachael’s strategy to avoid Above the Law during Summer Associate events. 13:00 - Rachael’s founder story - from recruiting to professional development. 15:50 - Creating software during the pandemic for handling feedback in law firms. 26:35 - Overview of professional development tech tools and companies. 30:19 - Addressing generational communication challenges in law firms.
Jared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The importance of using law practice management software 10:34 Intake: Focusing on reducing friction in the intake process 12:17 The concept of creating a client journey as part of the intake process 18:48 The importance of usability and adoption of technology and software in law firms 22:21 The most utilized document for automation to understand and appreciate its benefits 27:29 Advantage of an integrated payment processing system within a law firm's practice management software
Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software.
Highlights
Introducing the guests of today’s show. - 1:20
The main focus of today’s topic. - 2:03
Icebreaker: How’s your vacation? - 3:12
The latest trend in law practice management. - 10:31
Moving towards automation by using a case management system. - 15:34
What are the future trends in law practice management? - 18:29
Technology leads law practice management to be predictive, rather than reactive. - 23:58
The hidden gems: What are the most overlooked features of case management software? - 27:55
In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm.
Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time.
Highlights
Starting off with Ground Hog Day - 2:00
Stuck in the time loop with document management - 2:37
Managing workflows through software - 4:05
Evolution of document management over the past 3 decades - 6:11
Pressing on heightened data security: protection of users - 11:07
Attorneys are not technologists - 13:10
Incorporating more document management technology on courts and law firms - 14:00
Artificial Intelligence in simplifying evidence management - 19:10
Privacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others.
Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery.
What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. Together with Jared, Dan talks about the development of eDiscovery as well as the value that it can bring.
Highlights
What eDiscovery is for lawyers, especially for non-tech savvy ones. - 1:49
Fun and exciting things to do in New England in the fall. - 2:54
Developing into eDiscovery. - 4:04
Things that Dan alluded to which changed the game of eDiscovery. - 10:01
The value of eDiscovery software to an attorney or a law firm. - 11:33
How can you wrap your head around eDiscovery without feeling overwhelmed? - 15:34
The Intersection of Legal Marketing & LegalTech with Steve Fretzin
00:31:01
Jared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 02:05 Steve’s backstory of surviving a plane crash 09:50 Are most lawyers billable by hour? 13:07 The importance of optimizing existing relationships and connections for business growth 14:29 Using technology to manage appointments and schedules and to maintain professional networks 18:21 The significance of learning and understanding technology that helps in conducting business more efficiently and effectively 19:27 The convenience of automated reminders for upcoming meetings 23:17 How CRM helps improve the efficiency of networking, client management, and building relationships 27:20 Using workflow or project management software like Asana or Monday for effective team communication and management
Trust the Process: How to Build & Manage Workflows in Law Firms with Joyce Brafford
00:40:20
For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford.
Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding variance in project management. 29:50 - Budgeting costs for project management. 35:15 - The necessity of follow-ups in workflows. 37:59 - Risk reduction through workflows. 40:02 - Ethical competencies in legal technology.
How to Merge Solo Practices with Amy Davis and Kate Franke
00:40:17
Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm.
Episode Highlights 27:58 - Difficulties merging technology and case management systems. 32:53 - Bridging the gender gap in personal injury law. 35:47 - Emphasizing mentorship and creating a supportive environment for women lawyers.
AI & Content Writing for Attorneys with Adam Kosloff
00:26:08
Jared Correia talked with a copywriter for law firms about the validity of AI for generating content.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 11:53 Where AI can help you 16:38 How AI plays a massive role in streamlining business processes similar to how they are used for automating technology 20:52 AI limiting strategic decisions 22:21 How creativity still fundamentally depends on humans regardless of the AI use 23:09 The need for lawyers to think out of the box as original ideas are highly valued in the marketing space and social media
Growing a Law Practice with the Right Staff & Technology with Chris Strang
00:29:40
I spoke with a construction lawyer, who built his niche practice, with shrewd moves around marketing, hiring & technology.
Episode Highlights 04:25 - Chris Strang’s origin as a New York Jets fan. 05:54 - Most traumatic Jets moment: Vinnie Testaverde injury. 06:25 - Best Jets moment: Beating the Patriots in 2011. 09:05 - Chris Strang: Mastering personal networking. 13:07 - Critical view on lawyer referral sites. 18:13 - Post-pandemic changes in commercial office space. 19:56 - Importance of proactive hiring strategies. 23:54 - Challenges with current legal technology. 27:02 - Chris’ love for bourbon and recommendations.
Beyond the Billable Hour: Evolving Your Time Tracking Process with Joyce Brafford and Laura Kennedy
00:31:57
For the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant.
[SPONSORED by Rocket Matter]
Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The reasons why time keeping is important for law firms 11:02 Time tracking best practices 12:59 Passive timekeeping and the benefits it offers for attorneys and law firms 15:16 What Rocket Matter Track is 18:13 The future of software and the importance of utilizing technology for passive timekeeping to improve effectiveness and efficiency in the legal sector 21:19 How technology can automate tasks and make alternate billing methods profitable for law firms 22:05 The influence and future prediction of AI 26:35 Other time tracking tools in the ProfitSolv family
Time, Billing & Payments Talk + The Release of Filevine's New Payment Features with Michael Anderson
00:29:39
Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as a source of automation rather than just a part of it 24:43 How advances in software can impact compensation structures within firms 26:39 The importance of tracing payments back to the originating attorney or timekeeper for accurate performance and compensation conversations
Solos, Women-Owned Law Firms & AI - Oh, My! With Carolyn Elefant
00:31:03
I spoke with legendary solo & small firm lawyer advocate Carolyn Elefant, about how solo practice has changed, how attorneys should be using AI & how ethics rules may be holding them back + the impact of women-owned law firms in the legal ecosystem.
Episode Highlights 13:08 - Discussion on the complexities and training required for energy regulatory work. 14:11 - Evolution and challenges of running a solo practice in the energy sector. 19:32 - Reflection on how starting a firm provided control and flexibility, especially for women. 26:20 - Innovations brought by solo and small firm practices through technology. 28:10 - Elevated importance of entrepreneurial skills in legal practice. 30:45 - The impact of women-owned firms on the legal ecosystem and work culture. 35:00 - Advocacy for better models in law practice to support women in leadership roles. 39:46 - Legal tech revolution: Professionalization of solo and small firms through technology. 41:59 - Role of AI in enhancing legal work efficiency and managing tasks. 45:39 - Practical barriers preventing lawyers from adopting AI tools. 48:33 - Discussion on current bar rules around AI ethics and the limitations they impose. 53:10 - Future outlook: Increased handling of marginal cases and higher quality services through AI.
Data Security Best Practices for Law Firms with Daniel Erskine
00:34:36
Jared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm.
Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 The need for law firms to understand their technology and have a minimum, consistent level of expectation based on their size and the content of the information they handle 19:04 What you need to look for when evaluating your cyber security providers 21:36 The need for robust vendor contracts, particularly around ensuring vendors meet minimum standards for privacy and data security. 26:15 The need for internal data security measures, such as limiting access to confidential information to those within the firm who need it 28:34 Firms should consider cyber insurance in light of the increasing number of data breaches and associated lawsuits against law firms.
Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.
Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content 25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs 28:28 The potential of workflows once the DMS is in place
Google Business Profile Pro Tips with Devin Harper
00:29:18
I talked with a Google product expert about the best methods for maximizing a Google Business Profile for law firms.
Episode Highlights 04:59 What a Google Business Profile is and why it’s important 08:05 Google Business Profile versus other AI features 09:13 How to optimize your Google Business Profile 11:41 Getting Google reviews and the best practices for getting them 17:09 Handling and contesting negative business reviews 20:56 What effective gatekeeping is 23:38 The usage of AI-generated images in commercial use 24:48 Priorities and tips for Google Business Profiles management this year
Overcoming Tech Resistance in a Law Firm with Kerri Koen
00:31:29
Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase productivity 13:07 Technology concerns that some lawyers have 18:43 Finding a drafting software that works for your specific needs in estate planning 23:25 CRM tool that has a comprehensive dashboard for customer management 24:42 The importance of automation in legal processes, while making it feel less robotic and more like an engaging experience 28:42 Inclination towards reducing the technology stack but still employing helpful integrations 29:28 The importance of ease of use and familiarity for clients in choosing tools
Building a Successful Intellectual Property Law Firm with Scott Sisun
00:25:48
I talked with an IP attorney about how he started & grew his law firm.
Episode Highlights 01:01 - How to build a successful IP law firm. 02:17 - Favorite fall activity: apple picking. 05:50 - Journey into trademark law amidst economic downturns. 12:26 - The pivotal role of vision boards and focus. 15:20 - Leveraging technology like Alt Legal for firm management. 18:09 - Hiring talent globally with virtual structures. 24:26 - Exciting client roster with pop culture links. 27:01 - Marketing with pop culture references. 29:40 - Reflecting on childhood interests shaping career.
Take Off: Launching a Technology-Focused Personal Injury Law Firm with Rob Hartigan
00:30:01
I spoke with a personal injury attorney, who has started a technology-first law practice.
Episode Highlights 04:26 - Discussion on AI tools for document referencing. 07:00 - Rob discusses starting a successful law practice. 10:28 - Experimenting with legal tech as a new law firm. 11:59 - Efficient management of PI medical records. 13:34 - Use of AI in settlement demands. 16:10 - Deposition software evolution. 20:46 - Market opportunity for case strength analysis software. 22:32 - Discussion on managing practice in different states.
How To Sell A Law Firm And How The Right Tech Can Help with Jeremy Poock
00:28:46
I talked to a law firm business broker about how law practices get bought and sold.
Episode Highlights 03:05 How Jeremy got into the business of selling law firms and the growing trend of acquisitions and transactions in small law firms 09:01 Solutions for attorneys who find themselves in a situation where they're losing business due to lack of digital presence 11:24 Several options that lawyers with issues on digital presence practice 15:22 Example of an attorney who benefited greatly from joining a larger firm and how her book of business was leveraged 16:44 The three primary things that you need to update to build your digital presence 19:56 Synergy value and its importance to growing firms 23:19 Benefits of building out a technology platform in a firm 23:50 How using CRM can provide data that can be beneficial when presenting to potential buyers 25:48 Processes and workflows that law firms and lawyers should keep in mind
How To Choose LegalTech Software with Rachel Edwards
00:27:56
I spoke with a law firm consultant about how to select the best hardware and software for law firms.
Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessments of your legal software 15:28 Software that law firms should have 17:39 Some of the challenges that come with the integration of various software types 19:32 How lawyers should be managing their tech budget 21:24 Best practices for optimizing software utilization 24:34 How lawyers could benefit from general business platforms not specifically built for law firms like Adobe Acrobat, email systems, and task management software
Jared talked with an experienced legaltech software executive about the latest trends in the space.
Episode Highlights 03:22 Chris’ first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI in legal practice, particularly in relation to privacy concerns 18:55 How the younger generations that grew up with computers and technology are now becoming decision-makers in law firms 22:10 How regulating trust accounting across the US legal profession could reduce consumer complaints 26:26 Blockchain technology and whether it's still relevant 27:32 The potential future of blockchain 28:49 FTs being a fad
For today’s episode, I spoke with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur about contract management and the risk management systems, and the best practices for lawyers and law firms.
Highlights
Who are the guests for today’s episode? - 1:25
The icebreaker: What scary animal encounter they’ve had? - 3:23
What risks are involved in the risk management and contract management spaces? - 9:40
How do you build processes and how do you implement them? - 17:56
How can you construct, simplify, templatize, and standardize languages within the contracts? - 28:08
What lawyers don’t know about contract management software is that they should. - 37:35
How to get more information about the guests. - 39:19
Building a Customer Service-Focused Law Firm with John Strohmeyer
00:29:55
In this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer.
John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm.
In the conversation, John describes how his experience working at the Four Seasons Hotel influenced his decision to start his own law firm. He explains that he saw how the hotel treated its customers and wanted to bring that same level of service to his law practice. He talks about how his firm is focused on customer service and how that is one of the things that sets it apart from other firms.
Highlights
Getting to know the guest: John Strohmeyer. - 1:23
What happened to the Astros' Owner and GM? - 2:10
How he got interested in customer service. - 4:10
Viewing the company is customer-service focused. - 7:54
The unique thing he’s sharing with his clients. - 11:50
How customer service and marketing roles function in a law firm. - 14:42
What the podcast, No Unfinished Business podcast, is all about. - 18:26
The importance of a modern law firm using technology, building workflows or processes and then doing automation. - 21:26
What Great Legal Technology Can Do for Law Firm with TJ Fraser and Olivia Mockel
00:30:37
I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it.
Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 - TJ on Knowledge Management Issues 32:45 - Integrating AI in ZenCase 35:57 - Olivia on Daily AI Use 39:05 - Raj’s AI Contributions to ZenCase 42:38 - Olivia’s Checklist for Switching Case Management Systems 46:15 - Importance of Future-Proof Solutions
How to Use Technology to Prepare For Your Conference with Janet Falk
00:28:02
I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference.
Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a conference 10:30 Tips for engaging with speakers 13:53 What happens once you’re at the conference? 16:41 The importance of business cards and making the most use of them 21:36 Janet’s bonus tip: BYON 25:21 The importance of publishing views and articles
Legal Research & Writing Technology with Ross Guberman
00:23:44
Jared spoke with an expert in the space about the latest technology updates for legal research & writing.
Episode Highlights 05:03 The fundraising stage for Brief Catch and the challenges faced 07:32 Plans about using AI in Brief Catch 08:23 Predictions about the future of the legal research and writing technology space 13:27 The potential of custom GPTs in law firms 18:22 Role of AI in reshaping the legal profession 19:44 Grading concerns in law schools because of AI usage 20:53 Recent case where 5th circuit court mandated the disclosure of AI use 21:17 Eagerness of judges to explore and use legal tech products.
Building Processes (& Custom Software!) in a Law Firm with Travis Richards
00:28:40
I talked with managing attorney at the largest eviction law firm in New Jersey, about how he implemented processes into his business, and even built his own software.
Episode Highlights 05:28 - Transition from farming and a trailer park to law. 09:16 - Introduction to legal systems: Work smarter, not harder. 12:01 - Transition to landlord-tenant law and the appeal of clear regulations. 13:31 - The impact of the pandemic on landlord-tenant law. 17:56 - Challenges of new eviction filing requirements during the pandemic. 21:47 - Delegation and efficiency: the hierarchical approach. 26:33 - Custom technology solutions for law practices. 29:29 - Savings and efficiency with eviction-filing software. 34:36 - Future of AI and its impact on the legal profession.
AI in Legal Marketing & Sales with Melissa Rogozinski
00:27:52
Jared Correia spoke with a marketing consultant about how attorneys can utilize AI in marketing their law practices.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 05:51 How Melissa utilizes AI in her everyday life 11:00 Importance of cautious approach when using AI discussed 17:06 Melissa’s method of giving instructions to AI for creating a blog article 20:30 Articles by different attorneys focusing on AI not having the ability to claim copyright 23:32 Changes taking place in the writers guild and media publications around using AI for content 24:36 Various ways she has utilized AI in her work, including generating titles, LinkedIn posts, descriptions, and more
Enhance your understanding of Adventures In Legal Tech with My Podcast Data
At My Podcast Data, we strive to provide in-depth, data-driven insights into the world of podcasts. Whether you're an avid listener, a podcast creator, or a researcher, the detailed statistics and analyses we offer can help you better understand the performance and trends of Adventures In Legal Tech. From episode frequency and shared links to RSS feed health, our goal is to empower you with the knowledge you need to stay informed and make the most of your podcasting experience. Explore more shows and discover the data that drives the podcast industry.
