Adventures In Legal Tech – Details, episodes & analysis

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

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Carolyn Elefant
• https://lawofficesofcarolynelefant.com/
• https://myshingle.com/ 

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

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Joyce Brafford and Donna Brown
• [email protected]
• [email protected]
• https://www.profitsolv.com/
• https://www.cosmolex.com/
• http://beyondsquareone.com/  

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

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Joyce Brafford
• https://www.timesolv.com/
• http://profitsolv.com
• https://www.lawnext.com/wp-content/uploads/2024/06/Joint-Formal-Opinion-2024-200.pdf
• https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html  

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

Highlights

• David’s approach of using Zoom backgrounds for conferences. - 2:30
• What access to justice is. - 4:12
• Experimenting with limited scope representations. - 7:27
• To what extent do for-profit companies solve the problem? - 11:39
• Views on document assembly and outworks, and access to justice issues. - 13:15
• Improvements are being made to e-filing and access to justice. - 16:19
• What Natural Language Processing is. - 19:50
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with David Colarusso
• https://www.suffolk.edu/academics/faculty/d/c/dcolarusso
• https://www.linkedin.com/in/colarusso 

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

Highlights

• Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43
• The benefits of e-discovery software for lawyers. - 4:15
• The trends in e-discovery that law firms should be aware of. - 6:58
• Should a smaller firm utilize a different software? - 8:14
• The trends in the software product. - 10:34
• The table stakes for me: The baseline features and things that I should be looking for when buying software. - 13:57
• The additional software to make the software function better from an e-discovery standpoint. - 16:33
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jeffrey Wolff
• https://ipro.com/
• https://www.linkedin.com/in/jeffreymwolff 

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
• [email protected]
• 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/ 

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:

• Ernie’s Svenson’s history and background - 1:48
• Implementing processes in a law firm - 3:01
• From practicing attorney to efficiency expert for other attorneys - 4:45
• Processing information effectively with the help of a case map - 9:24
• Choosing a wide-scale applicable procedure for your practice - 13:54
• The benefit of transitioning to paperless documentation - 16:03
• The importance of being open to learning something new patiently - 18:32
• Integrating Loom videos - 22:05
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Ernie Svenson
• https://ernietheattorney.net/
• https://www.linkedin.com/in/stephenseckler
• https://redcavelegal.com/ 

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:

• Benefits, options, and latest developments in the legal space
• Steve’s business rebranding process
• Lawyers in marketing
• Helping clients with referral-based marketing
• How Zoom helped business networking and relationship building during the pandemic
• Content repurposing as a lawyer
• Technology is a great way to leverage time but not a substitute for relationships
• Different tools and software to help you
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jason Foscolo
• https://www.seckler.com/
• https://www.linkedin.com/in/stephenseckler 

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
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jason Foscolo
• https://www.foodlawfirm.com/
• https://www.linkedin.com/in/jason-foscolo-36589925 

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

• The guests. - 1:11
• The Legal Week experience. - 2:22
• People’s temperature on swag. - 4:33
• Bridging the gap. - 6:52
• Data management in legal. - 9:36
• Buzzworthy topics in the legal tech field. - 13:19
• The impact of AI in legal practices. - 19:27
• What are they looking for in March 2022? - 24:04
  
  
  Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Catherine Casey and Nick Whitehouse
• https://www.linkedin.com/in/catherineacasey
• https://nz.linkedin.com/in/nick-whitehouse