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TitreDateDurée
Solos, Women-Owned Law Firms & AI - Oh, My! With Carolyn Elefant18 Sep 202400:31:03

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.

Episode Resources

Switcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna Brown23 Aug 202400:49:21

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.

 

Episode Resources

Deus Ex Machina: Lawyers' Ethical Obligations Respecting the Use of AI Tools with Joyce Brafford30 Jun 202400:36:48

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.

 

Episode Resources

Technology for Access to Justice28 Apr 202200:24:28

I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice.


Highlights

eDiscovery26 Apr 202200:22:56

I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments.


Highlights

CRM Software for Law Firms11 Apr 202200:35:38

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


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Niki Black, Sara Bottorff, and Dan Jacobs
  • https://www.mycase.com/
  • https://lawmatics.com/
  • https://lawruler.com/ 
Creating Systems with Ernie Svenson06 Apr 202200:25:39

Jared welcomes Ernie Svenson for today's episode.

Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method.

Tune in to learn more about how automation works with paperless operations in law firms.


Highlights:

Referral Marketing & Marketing Technology with Steve Seckler04 Apr 202200:28:58

Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode.

Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success.

After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of the industry's pioneers in legal marketing.

Tune in to learn more about legal technology in plain English.

Highlights:

Subscription Law Practice23 Mar 202200:25:06

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:

Artificial Intelligence18 Mar 202200:28:13

What's the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice?

For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field.

Lastly, Jared with two guests, discussed the current and future impact of artificial intelligence in legal software and on law practice.


Highlights

Time, Billing and Payments11 Mar 202200:24:14

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

MyCase Special Episode with Jim McGinnis04 Mar 202200:18:28

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

Contract Management18 Feb 202200:21:29

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


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Cain Elliott
  • https://www.filevine.com/
  • https://www.linkedin.com/in/cainelliott 
How Lawyers Can Explore Non-Legal Interests with Brendan Ward26 Jun 202400:32:12

I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too!

Episode Highlights
08:04 - Founding Cherry Tree Legal – Brendan's journey from solo practice to partnership.
10:15 - Initiating Change – The spontaneous move to start a new firm.
17:51 - Overcoming Fear – Brendan's acknowledgment of fear in solo practice and growth
after partnership.
22:10 - Estate Planning and Real Estate Practice – Incorporating new areas of law.
27:57 - Setting Up Ancillary Businesses – The structure and reasons behind establishing a
title company.
32:09 - Real Estate Investment – Diversifying into commercial real estate investments.
35:32 - Critique of Legal Market – Brendan's insight on wealth creation limitations within law
practice.
38:32 - Non-Lawyer Ownership in Law Firms – Discussing the potential and necessity for
private equity in law firms.
50:33 - Importance of Tech in Law Practice – Tools and software Brendan uses to streamline
his practice.

Episode Resources

Document Management11 Feb 202200:26:46

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
  • Future of document management - 21:02

 

Episode Resources

Law Practice Management Software28 Jan 202200:35:11
What's a Law Practice Management System? What's the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows  and business operations?

These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data. 


Highlights

The Metaverse For Law Firms27 Jan 202200:24:38
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

Digital Intake Strategies13 Jan 202200:23:18

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
  • What's a Client Care Team? - 20:46


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with John Strohmeyer
  • https://www.strohmeyerlaw.com/
  • https://pod.link/1539196686
  • https://www.linkedin.com/in/johnthelawyer 
Matter and Legal Spend Management Software08 Dec 202100:28:22

Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams.


Highlights

  • What is the latest in the legal space? - 1:00
  • Value of leveraging software for managing matters - 4:40
  • Value Proposition Software on matter management of in-house legal teams - 6:15
  • How can software manage and control legal spending? - 7:42
  • Benchmarking legal insights - 10:45
  • How can we show value to the business? - 12:45
  • The help of software inside the legal department in making their case - 15:30
  • Pressures on legal teams - 17:23
  • Sam's favorite software feature - 19:53
  • Matt's favorite software feature - 21:25
  • Future trends in legal space - 24:07


    Episode Resources
  • Connect with Jared Correia
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal 
  • Connect with Matt DenOuden and Sam Kidd:
  • https://www.onit.com/
  • https://www.lawvu.com/
eDiscovery Software30 Nov 202100:31:24

More law firms are using the eDiscovery software for their electronic documents and information for litigation. It's a solution that many legal professionals find easy to use and analyze data.

But why are there still law firms that are not switching to eDiscovery software?

Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a firm.


Highlights

  • Who are the guests for today? - 1:06
  • Thanksgiving question: In your house, is it dressing or stuffing? - 2:40
  • The value of eDiscovery software. - 5:19
  • How can you define defensibility for a law firm that's yet to come across that term? - 9:19
  • What's their personal favorite eDiscovery feature? - 10:26
  • Where is the software moving in the future? What are the trends people should be expecting to see? - 18:44
  • Implementation for first-time users: How can you get into the software for the first time and how easy is it to implement software like this? - 23:55
  • How to get more information about the guests. - 30:29



Episode Resources

CRM Software for Law Firms10 Nov 202100:38:44

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

AI in Legaltech04 Nov 202100:27:32

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


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Nick Whitehouse
  • https://www.onit.com/ 
eDiscovery Overview28 Oct 202100:28:50

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

Time, Billing and Payments14 Oct 202100:32:19

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

Voice Technology & Its Benefits for Law Firms with Caroline Cantelon21 Jun 202400:24:51

I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future.

Episode Highlights
11:00 - Key Uses and Benefits of Voice Technology for Lawyers
18:10 - Cloud-Based Platforms for Remote Working
19:50 - Speech Recognition: From Dragon to Microsoft Integration
23:40 - Handling Security Concerns with Cloud Adoption
26:30 - Real-Time Collaboration through Voice Technology
31:40 - API Integrations with Other Legal Software
34:50 - The Role of Artificial Intelligence
36:40 - VIP Collaboration with Microsoft
38:15 - Future of Voice Technology

Episode Resources

Buying + Renewing Legal Research Software11 Oct 202100:29:37

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


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Rob Foil
  • https://www.nuix.com/
  • https://asklegato.com/ 
Contract Management Software30 Sep 202100:36:46

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

Document Management Software23 Sep 202100:34:04

For lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession.

Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available.


Highlights

Law Practice Management Software08 Sep 202100:37:55

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

KPIs in Law Firms with Gabriela Cubeiro and Evan Armstrong18 Aug 202100:28:18

Jared talked to Gabriela Cubeiro of CasePeer and Evan Armstrong of FileVine about data analytics in law firms.



Highlights

  • Data analytics for law firms - 5:27
  • Focusing on clients - 8:24
  • Software providers - 11:26
  • The analytic side of software - 12:17
  • Reports to generate data - 16:53
  • KPI, what is that? - 22:10
  • Building a better and stronger team - 24:09
  • Future for law firms - 25:05
  • The best KPI process - 26:02

 


Episode Resources

Cybersecurity11 Aug 202100:27:34

Jared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms.


Highlights

Choosing the Right Tech06 Aug 202100:33:13

Jared and Emily talked about how to choose the right tech, without getting distracted by new, shiny objects.

 

Highlights

Discussing the Origin of the LegalTech NonEvent22 Jul 202100:30:12

Jared talked with John Lerner, Cathy Kenton, and Brian Dalton about the LegalTech NonEvent.


Highlights

  • The genesis of the NonEvent podcast - 3:45
  • There are so many products in the market - 4:34
  • Making product recommendations - 5:42
  • Where they started - 7:00
  • Making NonEvent online - 13:56
  • A community of tech startup people - 20:47
  • Making informed decisions - 27:46
  • Loving tech - 28:22

 


Episode Resources

Vetting and Maximizing Software Applications in the Law Firm Environment14 Jul 202100:19:16

Jared talked with Tyler Smith about how to get legal software, and then get the most out of it, when you use it.


Highlights

  • Adopting the right legal tech for you - 2:03
  • How great it is being in Iowa - 2:47
  • How much time do you need to sell - 6:14
  • Planning is everything - 7:57
  • How to set revenue goals in this context - 8:56
  • One of Tyler's favorite pieces of legal technology - 11:20
  • Using technology to manage staff - 16:00


Episode Resources

Buy or Build Software in a Law Practice30 Jun 202100:23:53

Jared talked with Raymond Asiimwe about whether to buy or build software for a law firm.


Highlights

Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp18 Jun 202400:35:57

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

 

Episode Resources

Legal Tech Beefs with Gina Bongiovi16 Jun 202100:20:03

Jared talked to lawyer Gina Bongiovi about her legal technology beefs.


Highlights

Customer Relationship Management Software with Erik Bermudez03 Jun 202100:17:33

Jared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs.

Highlights

Productization for Law Firms with Sankeetha Selvarajah13 May 202100:20:46

Jared interviewed an attorney who has built a platform for selling legal products = documents.


Highlights

AI in LegalTech05 May 202100:20:48

Jared talked about definitions and uses for AI in the legal technology space. He talked about this topic with Nathan Wenzel from SimpleLegal and Alex Smith from iManage


Highlights

Time, Billing and Payments for Law Firms21 Apr 202100:21:59

Jared interviewed Scott Clasen of TimeSolv and Niki Black of MyCase about time capture, billing, and managing client payments for law firms.


Highlights

Contract Lifecycle Management31 Mar 202100:21:47

Jared talked with Jerry Levine of ContractPodAi about contract lifecycle management. ContractPodAi helps your team to do more, and do it better, in less time. They will help unify your organization with complete contract lifecycle management, from a library of contract templates simplified for any user to a fully integrated electronic signature.


Highlights

Document Management Software in the Legal Space17 Mar 202100:21:10

Jared interviewed several vendors on the topic of document management software in the legal space.

Highlights

Law Practice Management Software10 Mar 202100:27:13

Jared interviewed three vendors on the features of law practice management software. They explain the software and why it's important.

  • Highlights
  • Technology conversations direct to lawyers - 0:40
  • Law practice management software - 2:21
  • Rohit's insights about law practice management software - 3:43
  • Collaboration is essential - 4:41
  • Joshua's insights about becoming "centralized" - 5:58
  • Migration and onboarding are two different things - 7:34
  • Learning the tool and how to maximize the tool - 8:40
  • A point of inflection for legal - 11:11
  • Clients do not want to go back to the "old way" - 14:15
  • Using a cloud-based software - 15:32
  • What happens when you have everything in the cloud - 17:51
  • About VPN - 18:38
  • How to contact Cain, Joshua or Rohit - 20:05
  • The best productivity hack - 20:44
  • Zapier as an excellent integration software - 23:22


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Cain Elliott, Joshua Lenon, and Rohit Parekh
  • Cain Elliott cain@filevine.com  
  • Joshua Lenon joshua@clio.com 
  • Rohit Parekh rohit@matter365.com 
Welcome to Non-Eventcast09 Mar 202100:01:38

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. 

Outsourcing Staff for Law Firms with Carlin Phillips and Andrew Garcia12 Jun 202400:31:00

I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload.

Episode Highlights
04:32 - Discussion on Portuguese heritage and culture.
06:45 - Background of Garcia's and Philips'; families.
10:07 - Shift to discussing legal topics.
10:22 - Introduction to outsourcing in a high-end litigation context.
11:04 - Explanation of the Law Clerk platform.
11:59 - Hits and misses using outsourced platforms.
14:48 - Example of a successful outsourced project.
20:00 - Discussing deadlines and issues with outsourced work.
22:36 - Potential pitfalls and challenges of outsourcing, including time zone differences.
24:49 - Impact of high-quality contractors leaving platforms.
25:45 - Debate on AI versus human contractors.
27:47 - Importance of law school interns and long-term benefits.
28:38 - The value of physical teams vs. remote contractors.
30:22 - Co-counseling as an alternative to scaling.
31:47 - Avoiding scale but leveraging varied talents.
32:52 - Discussion on using outsourcing to punch above firm weight.
35:30 - Summarizing benefits and challenges of outsourcing.

 

Episode Resources

The Value Proposition of Remote Work for Law Firms with Brett Trembly31 May 202400:29:05

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.

Episode Resources

Trust the Process: How to Build & Manage Workflows in Law Firms with Joyce Brafford30 May 202400:40:20

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.

 

Episode Resources

How to Increase Your Law Firm's Visibility Online with Melissa Levine-Piro28 May 202400:32:28

I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media.

Episode Highlights
07:30 - Starting a law firm in an underrepresented area.
09:50 - Husband and wife's early law firm days.
13:40 - Transition to focusing on management and branding.
15:05 - The significance of rebranding to Hera Law Group.
17:30 - Involvement of the managing partner in strategic decisions.
19:20 - Utilizing TikTok for legal marketing.
21:40 - Social media presence and its impact on team bonding.
24:30 - Use of various social media platforms.
28:10 - The role of chamber of commerce and bar association membership in networking.
30:00 - Marketing strategy emphasizing community involvement.
35:00 - The importance of client management software.
37:45 - Legal marketing within ethical boundaries.
41:00 - Use of hardware and branded products for marketing.
44:45 - Combining personal and professional social media content.

Episode Resources

How to Run a Mid-Sized Law Firm Like a Boss with An Ruda24 May 202400:32:49

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.

 

Episode Resources

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