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Explore every episode of the podcast Adventures In Legal Tech

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.

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TitlePub. DateDuration
For Profit - Running a More Effective Law Firm through Efficiency, AI & Planning with Jess Birken21 Nov 202500:33:58

I spoke with a solo attorney, who gets a heck of a lot done in her unique practice niche, by leveraging AI + business planning.

 

Episode Highlights

02:12 - Overwhelming AI solutions in law.

03:56 - Jess Birken recommends note-taking AI.

04:48 - Fathom: AI for virtual meetings.

06:31 - Flat fees vs. hourly billing for AI efficiency.

07:25 - AI in competitive practice areas.

08:55 - Using AI for marketing in law.

12:50 - The rise of podcasting for marketing.

16:05 - Transition to nonprofit law.

18:41 - Vetting AI tools for legal use.

21:00 - Balancing innovation with caution in AI.

23:48 - Prioritizing intentions over rigid plans.

 

Episode Resources

 

Get Busy Growing, or Get Busy Shrinking: Law Firm Growth by Acquisition & Technology Adoption with Jack O'Donohue14 Nov 202500:38:55

I talked with an attorney who owns a law firm and real estate closing company about how he grew his organizations using acquisition as a tool, as well as about how the firm has stayed on track by adopting modern technology.

 

Episode Highlights

01:04 - Commitment to actionable insights.

02:05 - Creating a fun workplace culture.

06:22 - Impact of culture and dynamics.

07:39 - Using unexpected initiatives.

10:57 - Decision-making and organizational charts.

13:35 - Featuring the human side of business with events.

17:33 - Approach to business and acquisitions.

19:12 - Opportunities in legal and closing business models.

27:17 - Decision on adopting Qualia for business.

31:43 - Using AI in legal practices.

34:35 - Future for lawyers in AI integration.

 

Episode Resources

 

Deep Impact: AI Deposition Technology for Law Firms & the State of AI in Law Practice with Joe Stephens01 Jul 202500:32:39

I spoke with a lawyer and clinical law professor about the impact of AI in the deposition space & elsewhere in legal.

 

Episode Highlights

05:02 - Frictionless deposition process with AI.

08:48 - Educating lawyers beyond law school.

11:50 - Introducing Transcript Genius: AI in depositions.

16:13 - AI's potential to revolutionize legal education.

21:08 - Balancing traditional skills and AI enhancement.

25:25 - Next-gen law firms empowered by AI.

29:39 - The future impact of AI on the legal industry.

 

Episode Resources

 

Revamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah Zweerink29 Sep 202300:30:56

Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights
04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform
09:04 Using technology as a law student
13:18 Integrating Clio to other tools and platforms
19:36 Finding the right way to organize information for the law firm 
24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms
25:31 Wishes for Family Law software to allow saving data directly within the system
26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents
27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a law firm

 

Episode Resources

Adding New Tech To An Existing Law Practice Versus Starting From Scratch with Shawn Scott28 Sep 202300:31:57

Jared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights
06:06 How technology in law firms can be neglected for years leading to a steep learning curve when eventually attempting an update
10:31 Dealing with the results of demos
16:03 Introducing technology to a law firm with people of all ages
17:28 Software chosen for time and billing in the law firm, Clio, and the adjustments required by the firm for its successful implementation
21:35 The need to take a break from her work as a lawyer due to her treatment
23:41 Decision to start a new law practice and her goal to incorporate more technology into her work to improve efficiency
25:09 Choosing Dan Williams and how they both have similar interests and experiences, including their respective battles with cancer
28:51 The necessity of designating a decision maker when disagreements arise and shares that Dan has more experience and knowledge in the area of technology

 

Episode Resources

The Intersection of Legal Marketing & LegalTech with Steve Fretzin27 Sep 202300:31:01

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

 

Episode Resources

5 Things I Wish I Knew As A New In-House Counsel with Ashlyn Donohue26 Sep 202300:22:39

Jared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights
03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases
04:49 The importance of using technology consistently and in a standardized way in order to gather accurate data
05:30 Importance of celebrating project milestones or 'wins' and finding champions within your organization
09:22 Using custom reports as solutions when building requirements for the organization
11:40 How to be adaptable in response to organizational changes and unforeseen challenges
14:03 Determining project success metrics
17:07 Incorporating the practice of defining success metrics into the project plan
18:54 The evolution of in-house industry and small failures as part of the process of implementing technologies and operational changes
19:26 Using and analyzing data effectively during the process of change

 

Episode Resources

Overcoming Tech Resistance in a Law Firm with Kerri Koen25 Sep 202300:31:29

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

 

Episode Resources

Real Lawyers Learn From Their Mistakes with Chris Largay20 Sep 202300:34:09

Jared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights
05:30 Chris Largay's practice and how it has evolved over time
08:15 Balancing law practice with other business ventures
15:03 Understanding that mistakes can arise when working with clients
18:53 Importance of hiring an independent expert 
21:20 How the technology question get resolved differently in a rural practice
24:02 Overcoming barriers to adopting cloud technology due to unstable internet connection in rural regions
30:37 Importance of saying "no" to things that do not contribute to personal and professional growth

 

Episode Resources

Lead Generation & Lead Intake for Law Firms with Joe Giovannoli15 Sep 202300:31:31

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

 

Episode Resources

Anatomy of a Partner Move with Anna Sanders07 Sep 202300:30:49

Jared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved.

Episode Highlights
04:31 Reasons why a law partner might consider moving firms
07:50 Challenges arising from conflicts of interest at a firm
10:39 Situations where entire teams or practice groups might move firms
14:29 How a recruiter helps law partners understand their business numbers to better present themselves to potential firms
18:11 How firms that are hiring typically share information publicly
23:22 Investigation into the efficacy of other social media platforms for career development in the legal field
27:23  How changing legal technology can impact law partners making a move

 

Episode Resources

Data Security Best Practices for Law Firms with Daniel Erskine04 Sep 202300:34:36

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.

 

Episode Resources

Modernizing a Family Law Firm with Megan Sheehan30 Aug 202300:36:32

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

 

Episode Resources

Beads of Wisdom: Ernie the Attorney's Got LegalTech Takes with Ernie Svenson25 Jun 202500:34:30

I spoke with a legaltech consulting veteran, who has lots of thoughts about the current state of technology implementation in law firms + how AI is changing the way attorneys operate.

 

Episode Highlights

02:00 - Effective solutions for technology issues.

05:35 - Solo attorney overwhelmed by marketing success.

06:09 - Embracing AI before hiring staff.

07:40 - Advancing legal tech adoption.

09:23 - Big firm inefficiencies as a small firm advantage.

10:56 - Past the paperless office era.

12:19 - The significance of the cloud for AI advancement.

14:00 - Encouragement to explore beyond generative AI.

16:34 - Custom GPTs for tailored tasks.

18:17 - Perspective on cruises and travel.

20:15 - Utilizing smartphones to the fullest.

23:22 - Psychology of technology resistance.

25:29 - Disciplined technology adoption.

28:00 - Digital nomad lifestyle for lawyers.

30:15 - Importance of password managers.

 

Episode Resources

 

Document Management with Keith Vallely24 Aug 202300:33:08

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

 

Episode Resources

Website Technology with Patrick Carver14 Aug 202300:31:35

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

 

Episode Resources

Managing a More Productive Law Firm with Technology with Christopher Earley08 Aug 202300:29:53

Jared Correia talked with Christopher Earley who runs an efficient practice + brand using technology tools.

Episode Highlights
02:15 What Christopher's new show is all about
06:04 The importance of efficiency and productivity in his law firm
06:39 The role of data, CRM, and Lead Docket in their firm's operations
09:34 Utilizing the usage of Lead Docket
12:10 The importance of client portals in enhancing the client experience
13:38 Using Podium to improve
16:20 Involving their staff in making important decisions in the firm
17:39 The entrepreneurial operating system (EOS) they are using at his firm, which helps in leadership team setup, scaling, core values, etc
19:01 Being open about personal life experiences but commends the connection it builds with potential clients
23:29 Focus on networking and providing value to others
26:38 The costs of comprehensive marketing efforts, specifically in relation to the technology used for marketing..

 

Episode Resources

Law Practice Management Software with Joshua Lenon and Christopher Lafferty28 Jul 202300:31:18

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

 

Episode Resources

Legal Operations & Document Management24 Jul 202300:28:53

Jared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the challenges around secure document sharing, the importance of integrating seamless learning experiences into daily workflow, and utilizing features specific to a user's need for successful tech transitions.

Episode Highlights
02:51 The weirdest thing the guests have ever eaten on vacation
04:57 Legal operational technology and its benefits
06:05 How legal specific software can help teams run more efficiently
09:37 Characteristics of a legal document
10:25 How a legal department or firm effectively set up a way to share documents and file
20:15 The role of AI in searches, possible improvements in interaction with documents using conversation features, and benefits of having a digital assistant 
25:19 The problem legal departments could solve quickly using legal operations technology 


Episode Resources

Legal Ethics & Wellness with Megan Zavieh31 May 202300:32:45

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


Episode Resources

Document Management with Jill Schornack29 May 202300:23:16

Jared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for better collaboration, document sharing, and security. The conversation highlights the need for software vendors to support customers and users to effectively leverage these technologies in the legal sphere.


Episode Highlights

  • 01:18 Introducing guest Jill Schornack from Net Documents
  • 03:16 AI, ChatGPT, and large language models and how technology has improved over the years and how it can be beneficial and transformative for legal technology
  • 05:17 How AI can impact legal and specifically the document management arena.
  • 08:52 The many capabilities of AI
  • 11:12 Data security in AI applications
  • 12:42 The importance of properly vetting AI software and looking for solutions that allow users to design their own prompts while also having out-of-the-box AI skills
  • 14:51 The exciting world of taxonomies for document management and the benefits of having a standardized legal data taxonomy to enhance AI workflow capabilities
  • 18:27 The shift in adoption of tools like Microsoft Teams and M365 for document sharing, storing posts and chats, and how access controls and security measures are important in this new environment
  • 20:30 Continuing need for cloud-based tools to support remote teams and diversified workforces even after the pandemic
  • 20:55 Supporting customers and users through software by delivering value alongside the user while drafting documents and collaborating on virtual platforms like Microsoft Teams


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Jill Schornack
  • https://www.netdocuments.com/
  • https://twitter.com/netdocuments
  • https://www.facebook.com/ndocuments/
  • https://www.linkedin.com/in/jillschornack  
Law Firm Financial Management - Strategies & Analytics with Brooke Lively16 May 202300:27:10

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

 

Episode Resources

Law Firm Financial Management - Software Applications with Peggy Gruenke12 May 202300:31:09

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?


Episode Resources

Marketing a Law Firm Like a Millennial with Giselle Rodriguez13 Mar 202300:30:59

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

Deep Research: How A Real Lawyer Deploys AI in An Actual Law Practice with Josh Noffke13 Jun 202500:33:10

I spoke with an attorney who aggressively implements AI in his law firm, and teaches other lawyers to do the same.

 

Highlights

09:03 - AI and Prompt Engineering

18:46 - Perplexity and AI Search Engine

21:03 - Perplexity Partners with Legal Zoom

24:02 - Federal Regulations on AI

28:36 - Tools to Start with AI in Legal Practice

 

Episode Resources

 

Ethics for Legal Tech with Mark Palmer27 Feb 202300:30:51

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

KPIs and Reporting for Law Firms with Mary Juetten10 Feb 202300:25:25

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

Law Practice Management Software with Joshua Hostilo, Blake Roberts, Marie Burgess and Igor Selizhuk06 Feb 202300:35:57

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

Building a Technology Forward Personal Injury Law Firm with Brooks Derrick27 Jan 202300:29:09

Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice.

 

Episode Highlights

  • Why Jared started a law practice and how he did it. - 2:58
  • Investing in Technology for a law firm. - 5:27
  • Integrating Pipedrive with Filevine for an improved Intake process. - 8:03
  • Starting with the Intake Pipeline. - 9:24
  • Automating the workflows and implementing KPIs with Filevine. - 11:48
  • Determining which workflow should be automated and which one should be human-controlled. - 14:16
  • Deciding which KPI to use and track. - 15:51
  • Managing a growing team. - 20:28
  • Building community presence as an attorney. - 22:23
  • How Brooks manages his time between his family and busy law practice. - 27:04

 

Episode Resources

Building an Employment Law Practice with Tim del Castillo13 Jan 202300:26:52

Today we spoke with Tim Del Castillo of the Castle Law: California Employment Counsel about building a successful employment law practice. He discussed the importance of using technology to streamline processes, staying up to date on legal developments, and keeping in touch with clients. He also highlighted the need for lawyers to use networking and content marketing tactics to help promote their firm.


Episode Highlights

Technology and Management for an Immigration Law Practice with Josh Goldstein23 Dec 202200:29:19

Josh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space.

Josh is the CEO of his law firm and has a law degree, but does not work in legal production. His responsibilities as CEO are to come up with a vision for the firm, a strategy, and to make key strategic decisions. He has a director of operations who reports to him, as well as leaders of different departments within the firm. Josh believes that lawyers should only perform those tasks that require a license to practice law, and that non-lawyers should handle the rest of the work. He also thinks that a law firm should have a director of operations who has experience with staffing, HR, sales, marketing, and tech.


Highlights

Building a Customer Service-Focused Law Firm with John Strohmeyer16 Dec 202200:29:55

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

Practice Management Software with Joyce Bradford and Bob Culliton09 Dec 202200:36:59

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

Matter and Legal Spend Management Software with Chris Bennett and Rebecca Kocsis30 Nov 202200:36:48

I talked with two experts in the space about matter & legal spend management software for law firms and legal departments.


Highlights

Remote Lawyering with Jessica Youngs12 Nov 202200:22:02

I talked with Jessica Youngs about how she built a remote law firm before it was cool.


Highlights

Outstanding in Our Field(s): Transitioning Into & Out of Case Management Software with Adriana Linares10 Jun 202500:39:30

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.

 

Highlights

02:07 - Importance of addressing people and technology roadblocks.

03:10 - Modern to modern case management transition.

06:56 - The role of bookkeepers as roadblocks.

11:13 - Addressing partners who resist tech adoption.

15:50 - The critical first step in evaluating software.

17:45 - Adriana's unexpected journey into owning a perfume shop.

24:25 - Increasing efficiency with case management systems.

26:32 - The necessity of using Microsoft 365 and Copilot.

31:33 - Exploring new PDF tools with Adobe AI.

35:39 - Integrating AI smartly into legal practices.

36:47 - The potential of AI for administrative tasks.

 

Episode Resources

 

Matter and Legal Spend Management Software with Rob Stote14 Oct 202200:28:05

I talked with Rob Stote, an expert in the space of legal & matter spend management software.


Highlights

eDiscovery Software for Law Firms30 Sep 202200:38:22

I talked with some experts in the space about how to leverage eDiscovery software in law practice.


Highlights

CRM Software for Law Firms with Nikhita Iyar23 Sep 202200:26:27

For a law firm to be more efficient in handling client information, can CRMs do the job?

If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.

Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.

 

Highlights

Time, Billing and Payments23 Aug 202200:39:54

I talked with experts in the field about utilizing time, billing & payments software in the law firm environment.


Highlights

Contract Management02 Aug 202200:40:49

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

Document Management18 Jul 202200:29:45

I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms.


Highlights

  • What their favorite television productions are and why people should be watching them. - 2:48
  • What MyCase: What to expect and what it means for the industry. - 5:12
  • With the acquisitions happening in the legal space, how do they stay on top of what's happening with the companies? - 7:03
  • What should you follow in terms of styling and formatting? - 9:56
  • Where to store the documents: The best practices and software to use. - 12:55
  • Is the client portal a good and effective file-sharing solution? - 15:15
  • Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn't be daunting for lawyers? - 17:23
  • How to manage integration with document management tools for law firms. - 22:38
  • What an integrated experience looks like from the perspective of a case management software user. - 24:49
  • What's their favorite document management tip? - 27:24


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Adrian Bailey and Arman Samani
  • https://www.docstyle.net/
  • https://www.mycase.com/
  • abailey@docstyle.net
  • arman.samani@mycase.com  
Practice Management12 Jul 202200:41:33

I interviewed several vendor reps about the features and latest developments in law practice management software.


Highlights

Legal Matter Management Software02 May 202200:25:27

I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams.


Highlights

  • Are Australian children's television as amazing as it seems to those living in Australia? - 3:36
  • What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20
  • Is it cheaper to go with a cloud tool than a legacy? - 7:31
  • Can you combine legal matters and spending management?
  • How will it affect the software that the legal team will use? - 9:25
  • How integrating two separate categories into one software can affect the marketplace. - 11:10
  • The different kinds of business intelligence software should take a look at. - 12:11
  • How a change in mindset has affected the software. - 14:27
  • What you should look for, in terms of legal matter management, in an in-house team? - 16:50
  • The kind of efforts Jodie Baker's team has embarked on. - 19:00
  • Advice to women who are interested in starting in technology. - 22:33


    Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Jodie Baker
  • https://www.xakiatech.com/
  • https://www.xakiatech.com/about/jodie-baker
  • https://au.linkedin.com/in/jodiebakerxakia 
Law Firm Financial Management29 Apr 202200:30:19

I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.


Highlights

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

This is IT: All About Managed Service Providers for Law Firms with Darragh Fitzpatrick03 Jun 202500:39:17

I talked with an expert on managed IT services for law firms about the state of the industry.

 

Episode Highlights

04:02 - The emergence of managed service providers.

05:02 - Affordable tech solutions for law firms.

06:39 - Three essential aspects of law firm tech: functionality, accessibility, security.

07:59 - Legal industry survey insights.

09:19 - Law firms' cautious adoption of AI.

12:39 - Irish cultural discussion: Playwrights and sports.

13:56 - Description of the sport of Hurling.

17:39 - Importance of strategic IT planning for law firms.

21:40 - Encouragement for proactive IT management.

27:07 - AI in managed service providers.

31:41 - Creating policies around AI use in law firms.

35:39 - Growing risks of cybersecurity due to AI advances.

39:49 - Current investments in cybersecurity.



Episode Resources

 

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:

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