Explore every episode of the podcast Adventures In Legal Tech

Chance Shifflett, head of product at Rev, joins Jared to unpack how solo and small-firm criminal attorneys can get a handle on the flood of evidence, body cam footage, jail calls, depositions, and thousands of documents, that discovery throws at them. He explains what makes an investigative platform different from a generic discovery tool, why verbatim transcription and accurate speaker diarization are non-negotiable in criminal cases, and why running privileged evidence through a generic AI tool is a real risk. He also lays out how to actually pilot legal AI before you trust it with a case.

• An "investigative platform" is built to help you interrogate a body of evidence and find the truth, not just search a document set, and that is a different job than most discovery software does.

• Verbatim transcription, capturing every stutter, false start, and "mm-hmm," matters in criminal cases because a polished transcript can smooth over the details that end up mattering to the outcome.

• Speaker diarization is still the hardest problem in legal transcription, especially on body cam footage and jail calls, where bad mics and background noise make it worse.

• When you pilot an AI tool, put your skeptics on it instead of your AI enthusiasts. They are the ones who will tell you what will actually break at your firm.

• AI can help draft documents and process evidence faster, but it cannot read a jury's emotions or tell a case's story, so the courtroom skills that make a great trial lawyer are not going anywhere.

• Rev: rev.com
• Red Cave Law Firm Consulting: redcavelegal.com
• Listen: Apple Podcasts, Spotify, Amazon Music, YouTube

legal tech, legal technology, AI for lawyers, legal AI tools, e-discovery, investigative platform, evidence review, speaker diarization, verbatim transcription, legal transcription, body cam footage, jail calls, criminal defense technology, small law firm, solo practitioner, shadow AI, AI hallucinations, Rev, Red Cave Law Firm Consulting, Jared Correia

• [00:01:00 - 00:02:00] The vexing problem: Emma Stone's team is drowning in body cam footage, jail calls, depositions, and documents during discovery.

• [00:09:00 - 00:10:00] Chance calls speaker diarization the hardest problem in the market, especially on body cam and jail call audio.

• [00:11:00 - 00:12:00] Rev's own transcription workforce pushed back the first time the company built an AI model.

• [00:14:00 - 00:15:00] Rev paused all production for several weeks to rebuild its internal process around AI.

• [00:15:00 - 00:16:00] Why running privileged legal data through a generic AI tool is a real risk, not a shortcut.

• [00:21:00 - 00:22:00] Chance's pilot advice: put your AI skeptics on the test, not your true believers.

• [00:23:00 - 00:24:00] The adoption gap: a 25-person firm where five lawyers using AI jump from 95 cases to 130.

• [00:29:00 - 00:31:00] Why courtroom skills, like telling a story a jury will feel, cannot be automated.

Raj Selvadurai, founder of Gold Street Legal Search and Lateral IQ, has spent nearly twenty years placing lateral partners the old-fashioned way: relationships, referrals, and a lot of judgment calls about who actually fits where. On this episode, Raj explains why general AI tools like ChatGPT fall short for recruiting, how he built Lateral IQ to give partners and firms verified, self-service data, and why the real signal in lateral hiring isn't who a firm hires, it's who actually stays. If you've been wondering whether AI can touch a business this relationship-driven, this conversation has the answer.

KEY TAKEAWAYS

• Traditional lateral recruiting has always run on relationships first, and that's exactly where the risk lives: a partner's promised book of business doesn't always fully travel with them.

• General AI tools aren't built for a market this specific. Verification, not raw intelligence, is what recruiting actually needs, since two partners can share the same name at different firms.

• Real growth and churn can look identical on paper. Tracking a firm's actual hires and departures, not just its hiring announcements, is the only way to tell them apart.

• AI doesn't replace a recruiter's judgment, it removes the weeks of manual dossier-building so that judgment has something accurate to work from.

• The pandemic proved lateral moves don't need a year and a dozen in-person meetings; verified data is what lets that faster pace hold up.

LINKS AND RESOURCES

• Lateral IQ: lateraliq.app

• Gold Street Legal Search: goldstreetlegal.com

• Red Cave Law Firm Consulting: redcavelegal.com

• Adventures in Legal Tech Podcast: Available on Apple Podcasts, Spotify, Amazon Music, and YouTube.

KEYWORDS

AI legal recruiting, lateral partner recruiting, legal recruiting software, AI hallucinations in law, Lateral IQ, Gold Street Legal Search, law firm lateral hiring, legal tech software, law firm growth, AI adoption in legal, verified AI data, law firm private equity, legal industry mergers, law practice management, Red Cave Law Firm Consulting, Raj Selvadurai, Jared Correia, AI for law firm recruiting, partner recruiting technology, Adventures in Legal Tech

EPISODE HIGHLIGHTS

• [00:03:04 - 00:03:58] Raj lays out the core risk in lateral recruiting: partners who promise a book of business that shrinks the moment the move is final.

• [00:04:03 - 00:04:58] Why hallucinations and name collisions make general AI tools a poor fit for a market this specific.

• [00:09:04 - 00:09:32] The $10 million lateral hire that closed entirely over Zoom, with no in-person meeting except to pick up a laptop.

• [00:14:09 - 00:15:10] The line that reframes the whole episode: hiring 50 partners and losing 49 isn't growth.

• [00:17:01 - 00:17:59] Raj's own account of building Lateral IQ with zero coding background, and why owning the code mattered.

• [00:29:24 - 00:30:15] Raj's case for law firms building their own private equity arm instead of ceding control to outside investors.

This week's vexing problem: solo attorney Ernie DiGregorio has no IT department and no fractional vendor to help him weigh AI tools against data security and client confidentiality. Michael Santomaro, principal of Santomaro Law in Providence, walks through how he actually uses AI across his personal injury and criminal law practice, from proofreading pleadings to finding federal court rules he'd never needed before. We also get into hallucination risk, the malpractice argument for using AI at all, and how Michael turned a deeply personal passion into a growing corner of his practice.

• Run every draft through AI before it goes out. Michael caught over twenty typos in a single complaint once he started running documents through AI, and in his book, typos in 2026 read as laziness, not just error.

• Using AI to rework a sentence or a closing argument isn't cheating, it's the same move as using a thesaurus or asking a colleague at the water cooler.

• AI can get you to an unfamiliar rule fast, but it can't replace reading the cases yourself. Hallucinated citations have already gotten lawyers sanctioned.

• If you've never touched AI, start small: feed ChatGPT an email you already wrote and see what it changes. Think of it as a curator, not a mystery box.

• Solo and small firms without in-house IT can still build real AI infrastructure with off-the-shelf add-ins for Microsoft, Adobe, and Lexis.

• Santomaro Law: https://santomarolaw.com

• Red Cave Law Firm Consulting: https://redcavelegal.com

legal tech, legal technology, AI for lawyers, legal AI tools, solo practitioner, small law firm, law practice management, law firm technology, ChatGPT for lawyers, AI hallucinations, legal ethics AI, client confidentiality, law firm marketing, personal injury law, legal research AI, document automation, shadow AI, Jared Correia, Adventures in Legal Tech, Red Cave Law Firm Consulting, AI malpractice risk

• [00:02:00 - 00:04:00] Michael explains Ernie DiGregorio's Providence College basketball legacy and his own family connection to him.

• [00:05:00 - 00:06:00] Michael shares the malpractice warning that pushed him to adopt AI: skip it, and you're falling behind opposing counsel.

• [00:07:00 - 00:08:00] Michael describes running a redacted complaint through AI and catching over twenty typos his staff missed.

• [00:08:00 - 00:09:00] Michael uses AI to find unfamiliar federal court rules on his first case removed from state court.

• [00:09:00 - 00:11:00] Michael pushes back on the idea that using AI to write is cheating, comparing it to a thesaurus or a colleague's input.

• [00:10:00 - 00:11:00] Michael flags the real risk: hallucinated case law and the sanctions lawyers have already faced for not checking it.

• [00:13:00 - 00:15:00] Michael's advice for AI beginners: run an email you already wrote through ChatGPT and see what changes.

• [00:20:00 - 00:23:00] Michael opens up about his personal connection to plant medicine and his work with the Psychedelic Bar Association.

• [00:26:00 - 00:30:00] Michael breaks down how referral relationships, not big ad spend, drive his caseload.

Jared sits down with Carly Savar, general counsel at Steno, to unpack what actually happens when a law firm signs up with an AI vendor. Carly explains why reading the fine print matters more than any feature list, and what separates a vendor you can trust from one that's just telling you what you want to hear.

• Read the actual data processing agreement yourself. Don't assume a vendor's security is handled just because they signed a service level agreement.

• Push for a zero-day retention agreement, and ask about the LLMs your vendor is built on, not just the vendor itself.

• SOC 2 Type 2 certification means a company's controls held up over a full year. SOC 2 Type 1 only proves a single snapshot in time.

• Not all training is created equal. Aggregated usage data is usually fine. Your client's confidential content should never go into a model.

• New billing ethics guidance says you can only charge for the time you actually spent, not the time an AI tool saved you.

Carly Savar is general counsel at Steno, a litigation support and court reporting technology company. She spent years litigating before founding her own legal recruiting company and eventually moving in-house. Carly now negotiates AI and data agreements from both sides of the table, as counsel to a legal tech vendor and as a buyer evaluating other vendors herself.

• Steno: steno.com

• Red Cave Law Firm Consulting: redcavelegal.com

legal tech, legal technology, AI for lawyers, AI vendor vetting, legal AI vendor contracts, data security for law firms, zero-day retention agreement, SOC 2 Type 2, SOC 2 certification, ISO 27001, shadow AI, in-house counsel, legal tech general counsel, court reporting technology, Steno, AI training data, law firm AI policy, small law firm technology, technology competence rule, Red Cave Law Firm Consulting

• 00:00:00 Cold open and show intro

• 00:02:00 Meet Carly Savar and the vexing AI vendor problem

• 00:03:00 Zero-day retention and why training on your data is the real risk

• 00:06:00 What to actually ask vendors before you sign

• 00:08:00 SOC 2 Type 1 vs Type 2 and other certifications

• 00:10:00 Life as GC inside a legal tech vendor

• 00:13:00 Clients who want cool tech vs clients who ask the right questions

• 00:15:00 Not all training is created equal

• 00:16:00 Keeping up with shifting ethics rules and regulations

• 00:18:00 Tech competence and billing for time spent, not time saved

• 00:22:00 Advice for lawyers going in-house at startups

• 00:24:00 Carly's path into law and out of Big Law litigation

• 00:27:00 Finding Steno and the frog-in-water approach to tech adoption

• 00:33:00 Going to law school too soon and learning to fail

• 00:37:00 Women in legal tech today

• 00:39:00 Wrap-up and where to find Carly and Steno

On this episode of Adventures in Legal Tech, Jared Correia talks with Phillip Greer, CEO of Best Lawyers, about how AI is rewriting the rules of legal search and firm operations. Greer breaks down the real differences between SEO, AEO, and GEO, then explains how he turned his own company into a shop full of vibe coders. It's a practical look at getting found online and getting comfortable with AI at the same time.

• SEO isn't dead. It's the foundation that feeds AEO and GEO, the practices that get law firms found inside AI search tools and chatbots.

• Quality, well-structured content and citations from reputable third-party sites matter more than backlink farming ever did.

• Legal consumers across every generation are shifting from typed search terms to conversations with AI tools, often without realizing it.

• Building an AI-literate firm starts with a safe, governed environment where non-technical staff can experiment without touching client data.

• Start small. Pick something fun, not a client matter, to learn how an AI tool handles data before you roll anything out firmwide.

• Red Cave Law Firm Consulting: redcavelegal.com

• Best Lawyers: bestlawyers.com

AEO, GEO, AI search optimization, legal SEO, AI Overview, ChatGPT for lawyers, shadow AI, vibe coding, AI-literate law firm, Best Lawyers, legal directory marketing, law firm content strategy, AI governance, legal tech podcast, Jared Correia, Phillip Greer, structured data for lawyers, AI search engines, law firm AI adoption, legal marketing strategy

• [00:02:29 - 00:04:31] Greer lays out his top SEO pitch: keep doing SEO, treat it as the foundation feeding AIO.

• [00:04:56 - 00:08:38] Greer defines SEO, AEO, and GEO and explains why all three belong in a firm's strategy.

• [00:09:32 - 00:11:59] Greer traces shadow AI from a guilty secret to standard practice at nearly every firm.

• [00:12:56 - 00:16:39] Greer argues authenticity beats generic AI-written content and backlink farming for standing out.

• [00:27:48 - 00:32:20] Greer describes building the Best Lawyers internal app store that turned employees into vibe coders.

• [00:32:48 - 00:36:13] Greer explains how he handled data governance and change fears before rolling AI out company-wide.

• [00:36:20 - 00:39:08] Greer's advice: start vibe coding with something fun and low-stakes before touching firm data.

Law firms are drowning in scattered knowledge, and AI can't fix disorganized data on its own. Rachel Shields Williams, Director of AI and Knowledge Management at Bass, Berry & Sims and President of the Legal Marketing Association, joins Jared Correia to explain why structured data has to come before any AI rollout, and how firms can build the human relationships that make AI adoption safe.

• AI can't structure your data for you. A firm's data represents its relationships and intellectual property, and only humans understand that context well enough to organize it.

• Treat AI as the "middle layer" between two things you control: your structured data and your firm's unique expertise. You can't control LLM pricing or availability, so keep those other two pieces solid.

• Shadow AI risk isn't just about lawyers pasting client data into a chatbot. It also includes open-source code pulled from GitHub that can carry hidden backdoors.

• Change management works better in small, steady steps. A firm that gets 1% better most weeks of the year ends up roughly 48% better, without blowing up anyone's workflow.

• A new "translator" role is emerging in law firms: someone who can move between lawyers, IT, and business leadership to explain why data structure matters and what AI can realistically deliver.

• Red Cave Law Firm Consulting: redcavelegal.com

• Bass, Berry & Sims: bassberry.com

• Legal Marketing Association: legalmarketing.org

knowledge management, legal AI, AI in law firms, shadow AI, structured data, law firm data management, legal technology, Bass Berry Sims, Legal Marketing Association, LMA, change management, law firm innovation, AI governance, legal knowledge management, AI as junior associate, law firm technology adoption, data governance law firm, AI risk management, legal marketing, law firm AI strategy

• [00:03:00 - 00:04:00] Rachel introduces her "Fibber McGee's closet" metaphor for law firm data chaos.

• [00:06:00 - 00:06:30] Rachel says if AI could structure firm data on its own, she'd be retired.

• [00:07:00 - 00:08:00] Rachel frames AI as the uncontrollable "middle layer" between structured data and firm expertise.

• [00:12:00 - 00:12:30] Rachel warns that open-source code from bad actors is a bigger shadow AI risk than most firms realize.

• [00:13:30 - 00:14:00] Rachel compares vetting AI use to letting a niece use a safety knife instead of a chef's knife.

• [00:17:00 - 00:17:30] Rachel argues a firm that's 1% better most weeks ends the year roughly 48% better.

• [00:27:30 - 00:28:00] Rachel describes the emerging "translator" role bridging lawyers, IT, and business needs.

• [00:31:00 - 00:31:30] Jared and Rachel joke about AI's "Uber Black" pricing phase before costs rise.

"Attorney Matt Damon" needs to draft a demand letter, but the facts he needs are scattered across medical records, deposition transcripts, case notes, and email threads. Jared Correia brings in Claude Simpson, Vice President of Client Operations at Smart Advocate, to unpack why that scattered data problem is nearly universal in legal practice.

Claude explains that documents, not buzzwords, still run the practice of law, and that AI only works well when it is pulling from a structured case management system. They cover client portals, the real costs of switching platforms, data ownership disputes with cloud vendors, and how to measure ROI beyond time saved.

• AI is only as good as the data feeding it, and case management software is what gives that data structure.

• Client portals are underused by most firms, even though clients already expect 24/7 self-service access from their bank and doctor.

• Centralizing case data beats stacking disconnected point solutions, even when integration with existing tools is required.

• Switching case management systems is harder than adopting one for the first time, and change management is the real obstacle.

• ROI on case management software shows up in turnaround time, error rates, client satisfaction, and staff retention, not just hours saved.

Claude Simpson is the Vice President of Client Operations at Smart Advocate, a case management platform built for law firms. He has been with the company since 2013, bringing a background as a practicing trial attorney, including medical malpractice litigation, along with early technology experience dating back to building one of the first local area networks at the New York State Supreme Court's Appellate Division in the 1980s.

• Red Cave Law Firm Consulting: redcavelegal.com

• Smart Advocate: smartadvocate.com

case management software, legal technology, law firm AI, Smart Advocate, legal case management system, AI in law firms, client portal, law firm client experience, legal tech ROI, law firm technology adoption, cloud case management, law firm data security, legal ethics technology, change management law firm, law firm staff retention, demand letter drafting, personal injury case management, law firm KPI, legal AI adoption, shadow AI

• [00:03:03 - 00:03:45] Claude Simpson explains that despite AI hype, documents, physical or electronic, still control the practice of law.

• [00:05:37 - 00:06:04] Jared and Claude agree AI needs structured data, and case management software provides that backbone.

• [00:10:38 - 00:11:24] Claude Simpson makes the case for client portals: clients expect 24/7 access the same way they get it from their bank or doctor.

• [00:13:14 - 00:14:03] Claude Simpson warns that disjointed systems create frustration and increase the risk of missed information.

• [00:16:53 - 00:17:34] Claude Simpson on convincing a 30-year veteran attorney to switch systems: show them they can be even more successful.

• [00:26:53 - 00:27:44] Claude Simpson flags a real risk: what happens if a firm and its cloud host end up in a contract dispute over data access.

• [00:29:19 - 00:30:31] Claude Simpson breaks down ROI beyond time saved: turnaround, error rate, client satisfaction, and staff retention.

• [00:33:00 - 00:34:00] Claude Simpson predicts AI bots listening in on firm discussions to suggest case values in real time.

Jared Correia sits down with Luis Vargas Rivera, head of litigation at Embedded Counsel, to unpack a problem most solo and small firm litigators never get to solve: a real moot before a hearing. Luis built a Claude skill called Adversarial Review that simulates a three-judge panel, each with a different mindset, to attack his motions before a judge ever does.

From there, the conversation covers AI accountability and Rule 11, Luis's move from big law to a boutique firm, why marketing to referral sources beats paid ad spend, and how cross-practice litigation experience wins cases other lawyers can't see. They close on a shared obsession with a concept album about The Odyssey.

• A Claude skill can run a three-persona Adversarial Review panel, a fact-focused judge, a procedural judge, and a pragmatist judge, that pressure tests a motion before oral argument.

• Citation tools like Lexis and Westlaw confirm your sources are accurate; they don't tell you where your argument is weakest. That's a different job.

• AI hallucinations are an accountability problem, not a technology problem. Rule 11 already requires lawyers to investigate what they sign, AI just removes the excuse for skipping that step.

• Marketing to other lawyers as referral sources can outperform paid ad spend aimed directly at clients, especially in crowded practice areas.

• Cross-practice litigation experience, moving ideas from civil litigation into a probate case, for example, can produce solutions opposing counsel doesn't see coming.

• Red Cave Law Firm Consulting: redcavelegal.com

• Embedded Counsel: embeddedcounsel.com

Claude skills for lawyers, AI legal tech podcast, adversarial review AI skill, moot court AI simulation, AI argument testing for litigators, AI judge personas, legal AI ethics, Rule 11 AI hallucinations, boutique law firm AI, small firm litigation technology, AI referral marketing for lawyers, LinkedIn marketing for attorneys, cross-practice litigation strategy, probate litigation technology, AI generated evidence, deepfake chain of custody, Claude versus Westlaw, legal tech for solo practitioners, AI in law school, shadow AI in law firms

• [00:02:10 - 00:04:00] Luis explains the Adversarial Review Claude skill and its three AI judge personas.

• [00:05:00 - 00:05:50] Luis contrasts a custom Claude skill with citation-checking tools like Lexis and Westlaw.

• [00:12:00 - 00:12:30] Luis estimates judges ask him questions his AI panel already raised 20 to 40 percent of the time.

• [00:13:10 - 00:14:05] Jared and Luis agree AI hallucinations are a lawyer accountability problem, not a technology problem.

• [00:14:10 - 00:16:00] Luis explains why he left big law for a boutique litigation practice at Embedded Counsel.

• [00:17:00 - 00:18:10] Luis lays out his thesis on marketing to referral sources instead of paid client acquisition.

• [00:21:00 - 00:22:20] Luis tells the story behind his $75,000 retainer LinkedIn hook.

• [00:25:30 - 00:27:00] Luis describes a cross-practice motion strategy that won a probate intervention in 15 minutes.

• [00:29:00 - 00:31:00] Luis and Jared discuss AI-generated evidence and chain-of-custody verification for deepfakes.

Law firms and legal departments sit on mountains of electronically stored information, and most have no real system for dealing with it. Warren Parrino, Regional Vice President of Solution Sales at TrustPoint.One, has a clear starting point: email threading, date filters, and search terms. From there, an early case assessment environment can cut review costs before a single document hits a reviewer's queue.

Warren and Jared also cover modern attachments, audio and video redaction, and when AI actually earns its place in the workflow. The bottom line: AI only pays off after you have already done the basics. Crawl, walk, then run.

Warren Parrino is Regional Vice President of Solution Sales at TrustPoint.One, an e-discovery and legal services company. A former practicing attorney in Birmingham, Alabama, he most recently co-led the company's project management team before moving into his current role, giving him a view from both the operational and client-facing sides of a project. He still holds his bar license, attributing that decision entirely to how hard the exam was.

• Start with email threading, date filters, and search terms before anything else. These three basics narrow your data set before you spend a dollar on document review.

• Early case assessment (ECA) databases are the single most effective way to cut e-discovery costs, yet most firms skip them because they have never heard of the approach, not because of cost.

• Modern attachments (hyperlinked files stored in OneDrive or SharePoint rather than attached directly to email) are the biggest current landmine in discovery, though workable solutions are emerging.

• Audio and video redaction that once cost thousands of dollars and required a production team can now be done at a desk in minutes using off-the-shelf tools.

• AI in e-discovery only delivers real savings after you have already cut your data set down. Throwing AI at a terabyte of raw data inflates your bill, it does not shrink it.

• TrustPoint.One: trustpoint.one
• Red Cave Law Firm Consulting: redcavelegal.com

e-discovery, ESI, electronically stored information, early case assessment, ECA, email threading, modern attachments, hyperlinked files, data management, RelativityOne, shadow AI, legal technology, law firm data, e-discovery costs, solo practitioner, small law firm, audio video redaction, document review, TrustPoint.One, e-discovery consultant

• [00:03:49 - 00:04:46]  Warren lays out the three starting points for any firm overwhelmed by data: email threading, date filters, and search terms, in that order, before anything else.

• [00:05:56 - 00:08:13]  Warren explains early case assessment, how it works in RelativityOne, and why communications analysis often surfaces the witness you never knew you needed.

• [00:08:13 - 00:09:02]  The reason most firms skip ECA is not cost. It is lack of knowledge, because if cost were the issue, everyone would already be doing it.

• [00:09:08 - 00:10:44]  Email threading today means reviewing one file instead of 15. It is not the labor-intensive process it once was, and the savings in time and cost are significant.

• [00:11:19 - 00:12:54]  Modern attachments (hyperlinked files in SharePoint or OneDrive) create versioning, custodian, and association problems that traditional e-discovery workflows were not built to handle.

• [00:14:59 - 00:17:28]  Audio and video redaction that once required a production team and thousands of dollars can now be done with off-the-shelf software at a desk. Warren shares a real transit authority case.

• [00:20:33 - 00:22:14]  There is no minimum data threshold for engaging an e-discovery consultant. The only question is whether the hassle of managing the data yourself outweighs your willingness to deal with it.

• [00:24:33 - 00:28:06]  AI in e-discovery is real and capable, but it only delivers savings after you have already cut the data set down. Warren describes what Relativity's AIR tools can do once the groundwork is done.

Alan Alda runs his own firm and figured AI tools would make content creation easy. He was half right. Jared Correia sits down with David Arato, founder of Lexicon Legal Content, to unpack why mass AI publishing is triggering Google penalties, what compliance risks law firms are ignoring in their marketing content, and how the rise of AI overviews is reshaping the entire game.

David explains the EEAT framework, breaks down a three-level compliance review process for AI-generated content, and outlines what law firms should actually be doing to get cited in AI search results. The short version: less slop, more substance, and a human with a law degree reading everything before it goes live.

David Arato is the founder of Lexicon Legal Content, a content agency that has served law firms and legal marketing agencies for 15 years. A law school graduate who got his start writing legal blog posts for extra money while studying for the bar in 2009, David built Lexicon into a white-label content partner for major legal marketing agencies before pivoting to serve law firms directly. He is also a former professional cellist, which explains the hustle. Find him at lexiconlegalcontent.com.

• "Scaled content abuse" triggers Google penalties. Publishing AI content at volume without editorial oversight risks manual penalties and lost search visibility overnight.

• 78% of legal searches now trigger AI overviews, pushing organic results below the fold and increasing zero-click searches that never land on your website.

• AI tools do not know your state bar's advertising rules. Terms like "expert," "specialist," and "best attorney" can trigger bar complaints without a human review step.

• The EEAT framework (Expertise, Experience, Authority, Trust) holds law firm websites to a higher standard than most sites because they fall under "your money or your life" (YMYL) categories. Trust is the pillar.

• Great content still ranks. Adding genuinely new information to the conversation is what earns Google's attention and gets your firm cited in AI overviews, ChatGPT, and Perplexity.

• Lexicon Legal Content: lexiconlegalcontent.com
• Red Cave Law Firm Consulting: redcavelegal.com

AI-generated legal content, law firm SEO, Google AI overviews, legal content marketing, EEAT framework, YMYL websites, bar advertising rules, scaled content abuse, legal blog content, zero-click searches, AI content penalties, law firm website content, Google search quality rater guidelines, legal marketing compliance, content freshness SEO, Lexicon Legal Content, AI overviews for lawyers, law firm marketing strategy, shadow AI, law firm blog strategy

• [00:03:06 - 00:04:01] David explains why the rise of AI tools actually increased demand for quality legal content, not killed it
• [00:06:10 - 00:07:07] The problem with "scaled content abuse" and why mass AI publishing tanks law firm sites
• [00:07:57 - 00:09:09] The compliance and malpractice risks hiding in AI-generated marketing content
• [00:19:04 - 00:20:43] 78% of legal searches trigger AI overviews, and what that means for your rankings
• [00:21:23 - 00:22:09] Traffic declines and the rise of zero-click searches reducing referrals to law firm websites
• [00:23:11 - 00:24:51] Three-level compliance review: catching what AI tools miss in legal marketing content
• [00:26:02 - 00:27:58] EEAT and YMYL explained: why law firm sites face a higher content bar than most

Jared Correia sits down with Sean McTigue, a partner at Bartko Pavia LLP and one of the more technically fluent attorneys in practice today. Sean unpacks how his firm navigated the leap from legal-specific AI tools to a direct enterprise deployment of Anthropic's models, and why he thinks that distinction matters a lot more than most firms realize.

The conversation covers practical ground: how to use Westlaw's Quickcheck as a verification loop, why lawyers overestimate what AI will do for them on the first try, and how to find the early adopters inside a firm and turn their discoveries into firm-wide workflows. Sean also looks ahead at what AI means for the billable hour model and why the legal profession can't afford to stay in the way.

Sean McTigue is a partner at Bartko Pavia LLP in San Francisco, where he handles complex litigation with a particular focus on integrating AI into the practice of law. He has been following the development of large language models closely since GPT-4's launch and has led the firm's rollout of Anthropic for Enterprise. Sean studied philosophy at the University of Utah and earned his law degree at Berkeley Law.

• Hallucination risk in AI outputs is a solved problem, using tools like Westlaw's Quickcheck as a verification flywheel alongside AI drafting, not a reason to avoid AI entirely.

• Legal-specific tools rarely add value beyond a general foundation model; the wrapper around the model matters less than most vendors claim.

• Direct enterprise deployment of a foundation model lets firms ride the frontier rather than being stuck on whatever model a SaaS vendor last tested.

• The billable hour model is under pressure, and firms that build internal AI capital now are better positioned to shift toward fixed-fee and alternative-fee arrangements.

• Adoption inside a firm starts with finding the heavy users, learning what they figured out, and distributing those workflows to everyone else.

• Red Cave Law Firm Consulting
• Bartko Pavia LLP
• Westlaw CoCounsel
• Westlaw Quickcheck - available inside your Westlaw subscription
• Anthropic for Enterprise

AI adoption in law firms, legal AI tools, Westlaw Quickcheck, AI hallucinations legal, foundation models for lawyers, Anthropic for Enterprise, billable hours AI, legal tech vendor evaluation, Sean McTigue, Bartko Pavia, Jared Correia, Adventures in Legal Tech, CoCounsel Westlaw, AI verification legal, small firm AI, legal workflow automation, enterprise AI deployment, AI research tools lawyers, prompt engineering legal, alternative fee arrangements AI

• [00:02:01 - 00:04:54] Sean introduces Westlaw Quickcheck as the underused verification tool that turns hallucination risk into a manageable step in the workflow.
• [00:05:00 - 00:07:57] Sean explains why lawyers who try AI once, find it imperfect, and dismiss it are missing the workflow question entirely.
• [00:08:13 - 00:09:28] The hammer-and-nail analogy: being handed a tool and told to use it without any guidance on what the full project actually looks like.
• [00:19:14 - 00:23:27] Sean describes the frustration of vetting legal AI vendors who can't tell you what model they're running, including an e-discovery platform using Haiku 3 on million-document reviews.
• [00:24:54 - 00:28:05] The case for direct foundation model deployment over legal-specific SaaS wrappers, and what you can do with a generalist model that a niche tool will never offer.
• [00:36:44 - 00:40:43] The future of legal billing: from the billable hour back toward fixed-fee engagements, and why firms that build AI capital now are better positioned.
• [00:41:50 - 00:47:23] Sean's starter recommendation: Westlaw citing references downloaded in bulk and fed to an LLM, plus why Google AI Overview is already AI whether lawyers know it or not.

Teo Doremus traded a litigation desk in China for a startup in San Francisco, and along the way he became convinced that the legal industry's AI moment is right now. On this episode, Teo makes the case for starting an AI-native law firm, walks through how he thinks about hallucination risk, and explains the "digital desk" concept behind Advocacy, a platform built to connect the narrative silos of litigation that have historically lived in Microsoft Word and nowhere else.

Teo also shares what he got wrong about law practice, why he thinks lawyers misunderstand what AI actually does when it "helps" them, and draws the most useful analogy you will hear about what lawyers get paid for in an AI world. The pilot and the autopilot are not enemies. Neither are lawyers and AI. The question is figuring out who does what.

• Start building your AI-native practice now. The advantage goes to whoever gets comfortable with the technology first, not whoever waits for it to be perfect.

• Before deploying AI in your firm, learn what it actually is and what it is not. Understanding its fundamental limitations is your best defense against hallucinations.

• AI adoption in law is high on subscriptions and low on genuine daily use. Real adoption means using AI regularly enough that it changes how you work, not just having a login.

• Specialized legal AI tools and general AI tools are not competitors. Use both strategically depending on how much precision your task requires.

• The lawyer's value in an AI-assisted practice looks like the pilot who no longer holds the stick for seventeen hours: rested, prepared, and ready for whatever the automation cannot handle.

Teo Doremus is the CEO and co-founder of Advocacy, a litigation-focused AI platform built around what he calls the "digital desk," a place where all the narrative silos of a case live together and AI connects them. Before founding Advocacy, Teo practiced law in China and the United States as both a litigator and a transactional attorney. He studied law in France after picking it almost by accident at 18, fell in love with it along the way, and eventually made his way to San Francisco, where a deep dive into AI convinced him the legal industry needed something that did not yet exist. Advocacy can be found at advocacy.ai.

Advocacy:

advocacy.ai

Red Cave Law Firm Consulting:

redcavelegal.com

Adventures in Legal Tech Podcast:

Available on Apple Podcasts, Spotify, Amazon Music, and YouTube.

AI-native law firm, legal AI, artificial intelligence for lawyers, AI hallucinations in law, litigation AI tools, Advocacy AI, legal tech software, law firm technology, AI adoption in legal, legal software selection, AI-powered litigation, law practice management, Red Cave Law Firm Consulting, Teo Doremus, Jared Correia, AI governance for lawyers, digital desk litigation, specialized legal AI, general AI for law firms, Adventures in Legal Tech

• [00:02:02 - 00:02:48] Teo's immediate, unhedged answer on the AI-native firm question: do it, do it now, and do it because the technology rewards early commitment.
• [00:04:35 - 00:06:03] Why the hallucination conversation needs multiple angles at once, and why no single answer is going to hold.
• [00:06:04 - 00:06:44] What lawyers fundamentally misunderstand about AI: it does not actually understand you. When it does not know the answer, it just agrees with you.
• [00:10:37 - 00:11:26] Teo describes the moment AI went from a five-minute curiosity to a full obsession that changed the direction of his career.
• [00:13:55 - 00:14:28] The origin of the "digital desk" concept and why Microsoft Word from 1984 is still, technically, the competition.
• [00:21:40 - 00:23:11] The pilot analogy: if planes have flown themselves for twenty years, what exactly are pilots for? And what does that tell us about lawyers?

In this episode of Adventures in Legal Tech, host Jared Correia sits down with Tim Follett, CEO and co-founder of StructureFlow, to unpack one of the most overlooked yet critical challenges in legal work: structural complexity.

From corporate transactions to litigation strategy, legal professionals rely heavily on understanding relationships—between entities, obligations, and flows of value. Yet, the tools used to map these structures haven't meaningfully evolved in decades.

Tim introduces the concept of structural intelligence, explaining how visual models and semantic data layers can transform diagrams into powerful interfaces for both humans and machines. The conversation explores how diagrams function as "context-loading mechanisms," why AI needs structured foundations to be effective, and what the future of legal interfaces might look like—hint: think Minority Report.

This episode blends legal tech, cognitive science, and AI strategy into a compelling argument: if you don't structure your data properly, AI might accelerate your work—but in the wrong direction.

• StructureFlow: https://structureflow.co

• redcavelegal.com

legal tech legal innovation structural intelligence information architecture AI in law legal workflows data visualization diagramming corporate law litigation strategy knowledge management graph data RAG systems legal AI StructureFlow productivity tools legal design

• 00:00–01:18 – Introduction to the podcast and the problem of structural complexity in legal work

• 01:18–02:09 – Why outdated tools (PowerPoint, spreadsheets) still dominate legal workflows

• 02:09–03:12 – Defining the problem: increasing complexity in professional and personal contexts

• 03:12–04:16 – Historical roots of diagramming—from early businesses to modern law firms

• 04:16–05:33 – Why visualizing relationships is essential to understanding structure

• 06:09–07:20 – What StructureFlow does and how it differs from traditional diagram tools

• 07:20–08:14 – The power of semantic meaning behind diagrams (data + visuals)

• 08:14–09:00 – Use cases across law firms, accounting, and corporate environments

• 10:11–11:02 – Diagrams as knowledge assets and tools for rapid context recall

• 15:30–16:08 – Diagrams as "context-loading mechanisms" for the human brain

• 16:08–17:08 – Visual processing vs. text: why diagrams accelerate understanding

• 17:08–18:14 – Graph structures explained and their role in representing relationships

• 18:14–19:22 – RAG systems and how AI retrieves and processes structured knowledge

• 21:01–22:09 – Why AI needs structure: "acceleration without direction" risk

• 24:51–26:27 – The "Minority Report" vision for the future of legal interfaces

In this episode of Adventures in Legal Tech, Jared Correia sits down with Jane Freedman to explore a pressing question: Can small law firms effectively use AI?

The answer is a clear yes—but with nuance.

Jane shares how she transitioned from cautious observer to active AI user, integrating tools like Microsoft Copilot and Litera into her daily legal workflows. From analyzing complex private equity deal documents to drafting contract provisions, AI has dramatically increased efficiency—sometimes reducing work time by up to 90%.

However, the conversation makes one thing clear: AI is not a replacement for legal expertise. Instead, it functions best as a "junior associate"—powerful but requiring oversight, context, and verification.

They also dive into the ripple effects of AI on billing models, client expectations, firm structure, and the future of junior lawyers. The episode ultimately reframes AI not as a threat, but as a tool that enables lawyers to work smarter, deliver more value, and deepen their strategic role.

• redcavelegal.com

• Home

• www.redcavelegal.com

legal tech AI law firms artificial intelligence lawyers small law firms legal automation document drafting legal innovation billing models AI productivity legal workflows AI adoption law practice management legal AI tools

• 00:00–01:00 – Introduction to the podcast and the problem: AI adoption in small law firms

• 01:00–02:00 – Meet Jane Freedman and the central question: can small firms use AI?

• 02:00–03:30 – Jane's transition from casual AI use to professional implementation

• 03:30–05:30 – First real-world use case: leveraging AI in complex private equity deals

• 05:30–07:00 – Using AI tools like Copilot and Litera strategically

• 07:00–08:00 – Treating AI like a "junior associate"

• 08:00–09:30 – Efficiency gains: completing work in 10% of the usual time

• 09:30–11:30 – Jane's career journey and founding her own firm

• 11:30–13:00 – Building a team and scaling a legal practice

• 13:00–14:30 – The importance of precise prompting in AI usage

• 14:30–16:30 – Risks of AI: hallucinations and the need for verification

• 16:30–18:30 – Will AI replace junior lawyers? The structural dilemma

• 18:30–20:30 – Managing AI tools within a legal team

• 20:30–23:00 – Rethinking billing models in the age of AI

• 23:00–27:00 – Client behavior shifts and AI-generated legal documents

• 27:00–31:00 – Practical use cases: drafting, redlining, and document review

In this episode of Adventures in Legal Tech, host Jared Correia sits down with Max Paterson to unpack one of the hottest trends in the industry: vibe coding.

They explore how AI-assisted development is lowering the barrier to entry for building legal tools, allowing lawyers, paralegals, and non-technical professionals to actively participate in innovation. The conversation dives into the opportunities, risks, and economic shifts driven by this movement—along with practical advice for getting started.

From democratizing legal tech to reshaping law firm business models, this episode provides a clear look at how AI is changing who builds legal solutions—and how fast it's happening.

• www.redcavelegal.com

• www.bryter.com

• www.vibecode.law

• LegalQuants

Keywords

vibe coding AI legal tech legal innovation no-code tools law firm automation productization legal AI workflows access to justice shadow AI legal startups legal tech trends

• 00:00–01:05 – Introduction to the podcast and its mission

• 01:05–02:20 – Defining vibe coding and its role in legal tech

• 02:20–04:00 – Why legal is primed for innovation despite being a late adopter

• 04:00–05:20 – Natural language as a bridge between lawyers and AI tools

• 05:20–07:10 – Risks of vibe coding: security, compliance, and infrastructure

• 07:10–08:50 – Identifying ideal use cases: repetitive, high-volume tasks

• 08:50–10:05 – Real-world example: lawyers experimenting with app-building

• 10:05–11:40 – Innovation hours inside law firms

• 11:40–13:00 – The rise of "shadow AI" and unsanctioned experimentation

• 13:00–15:00 – Max's background and entry into legal tech

• 15:00–18:00 – What Brighter does and how it integrates AI

• 18:00–20:30 – Economic shifts: productized services and new billing models

• 20:30–23:00 – New players entering legal tech: investors, founders, consumers

• 23:00–25:30 – Access-to-justice opportunities and unmet legal demand

• 25:30–28:00 – Best tools, communities, and mindset for vibe coding

In this episode of Adventures in Legal Tech, host Jared Correia sits down with Joe Borstein, CEO and Co-founder of LexFusion, to unpack the evolution of legal technology and what's driving its rapid transformation today.

They explore how law firms are finally embracing structured tech adoption—largely fueled by generative AI—and why this moment feels fundamentally different from past waves of innovation. Joe shares his journey from litigator to legal tech leader, insights on why legal tech companies are thriving, and how AI is expanding—not shrinking—the legal market.

The conversation also dives into emerging trends like managed service organizations (MSOs), private equity in law, and the maturation of the legal tech buying process. Ultimately, Joe argues for a more optimistic future: one where technology enhances legal work, increases access, and creates new opportunities across the industry.

• redcavelegal.com

• lexfusion.com

legal tech generative ai law firms innovation legal industry AI adoption legal startups lexfusion legal transformation legal services automation legal workflows legal ai tools corporate counsel legal operations future of law legal business models msos private equity law firms legal innovation trends.

Episode Highlights (with timestamps)

• 00:00–01:03 – Introduction to the podcast and the episode's core problem: legal tech overwhelm for in-house counsel

• 01:03–02:20 – Framing the challenge: too many tools, not enough clarity or bandwidth

• 02:20–03:16 – Start with identifying pain points before choosing technology

• 03:50–05:45 – Joe Borstein's background: from litigator to legal tech entrepreneur

• 05:45–07:01 – The shift from labor-based services to tech-driven innovation

• 07:01–09:01 – Founding LexFusion and pivoting to advising legal tech companies

• 09:01–10:31 – Growth of legal tech valuations and emergence of billion-dollar companies

• 10:31–12:00 – Generative AI expands the total addressable market for legal services

• 13:12–14:22 – Law firms are finally adopting structured, mature buying processes

• 14:22–16:08 – Why legal tech and law firms are now partners instead of competitors

• 16:08–17:03 – Lower costs per task increase overall legal spending and demand

• 18:27–19:43 – Why AI adoption is different: it's familiar, accessible, and widely used

• 21:55–23:41 – What MSOs are and how they could reshape law firm structures

• 23:41–26:15 – The need for new business models in legal to improve satisfaction and access

• 28:22–30:20 – Legal Week reflections: more focus needed on innovators and builders

In this episode of the Adventures in Legal Tech Podcast, host Jared Correia sits down with attorney Harshita Ganesh to unpack one of the most pressing challenges in modern legal practice: how to responsibly integrate AI into law firms.

Using the case of a new associate eager to implement AI in a resistant firm, the conversation explores the tension between innovation and caution. Harshita shares a practical framework based on her firm's experience, including the creation of an AI committee, slow adoption strategies, and the importance of transparency across teams and clients.

The discussion goes deeper into the unintended consequences of AI adoption—especially for junior associates. From "shadow AI" usage to declining critical thinking skills, Harshita highlights the risks of over-reliance on automation and the importance of preserving foundational legal training.

This episode offers a balanced perspective: AI is neither a threat nor a silver bullet. Instead, its success depends on thoughtful implementation, strong mentorship, and a commitment to ethical practice.

• redcavelegal.com

• Environmental, Insurance & Real Estate Defense - Boston, MA CMBG3 Law

Legal AI
AI in law firms
Legal technology
Shadow AI
Law firm management
Junior associate training
Legal ethics
AI policy
Legal research tools
E-discovery
Work-life balance in law
Legal innovation
AI risk management
Critical thinking decline
Law firm culture

00:00–00:40 – Introduction to the podcast and its mission to solve legal tech challenges

00:00:40–01:20 – The core problem: a new associate wants to implement AI in a resistant firm

01:20–02:03 – Introduction of Harshita Ganesh and her perspective on AI adoption

03:10–04:09 – The real concerns attorneys have about AI in legal workflows

05:07–06:17 – The rise of "shadow AI" and why associates use it under pressure

07:31–08:46 – Risks of AI misuse, including hallucinated cases and legal consequences

10:12–11:13 – Why transparency about AI use is currently lacking in law firms

12:14–13:20 – Examples of AI tools being vetted: Lexis AI and Everlaw

14:31–15:28 – The danger of replacing foundational legal work with AI

16:20–17:40 – The long-term risk: weaker lawyers due to over-reliance on AI

17:40–18:53 – New roles emerging in law firms (AI compliance, legal data analysts)

20:15–21:34 – The decline of critical thinking in law students

21:34–22:52 – How AI is changing learning habits and reducing information retention

24:08–25:21 – AI bias and its impact on legal reasoning

25:21–26:44 – Accountability in AI usage: lawyers remain fully responsible

28:07–29:20 – Practical use cases for AI (e.g., document review) vs. risky applications

30:33–31:33 – The role of mentorship and firm culture in responsible AI adoption

33:17–34:30 – Building trust between partners and associates

35:20–37:06 – Closing thoughts and a lighthearted discussion on favorite cities

In this episode of Adventures in Legal Tech, host Jared Correia tackles one of the most persistent frustrations in modern law practice: balancing cybersecurity requirements with everyday usability.

Using a fictional law firm scenario, the discussion explores how attorneys can safeguard confidential client information without sacrificing productivity or creating unnecessary workflow friction.

Guest Mike Maschke, President and CEO of Sensei Enterprises, breaks down practical cybersecurity strategies tailored for law firms, explaining why resistance to security tools often stems from misunderstanding rather than actual inconvenience.

The conversation covers essential topics including multi-factor authentication, encrypted communication, compliance frameworks, AI governance, change management, and emerging cybersecurity trends shaping the legal industry.

Rather than presenting cybersecurity as a technical burden, the episode reframes it as a strategic business function — one that protects firms, clients, and long-term operational stability.

redcavelegal.com
senseient.com

mmaschke@senseient.com

KEYWORDS

Legal cybersecurity
Law firm data protection
Cybersecurity for lawyers
Multi-factor authentication law firms
Encrypted email legal practice
Legal tech security compliance
Law firm cybersecurity policy
AI governance for law firms
Legal technology risk management
Cloud security law firms
Zero trust security model
Legal compliance cybersecurity
Law firm IT strategy
Change management legal tech
Cyber insurance requirements
Legal data privacy
AI policy law firms
Legal practice cybersecurity best practices

00:00–01:15 – Introducing a new approach to solving legal tech problems
01:15–01:49 – The core challenge: security vs convenience in law firms
01:49–03:28 – Why cybersecurity adoption has historically been slow in legal
03:28–04:18 – Multi-factor authentication myths and realities
04:18–04:58 – Why lawyers resist security measures
04:58–06:29 – Email encryption and protecting sensitive client data
06:29–07:13 – Legacy email habits and evolving communication risks
07:13–09:37 – Compliance requirements across state, federal, and industry rules
09:37–10:45 – Productivity concerns when implementing cybersecurity controls
10:45–12:25 – Change management strategies for technology adoption
12:25–13:37 – Why law firms struggle with operational change
13:37–14:48 – Planning technology decisions three to five years ahead
14:48–15:50 – Transition into AI discussions and industry hype
15:50–16:49 – Risks of unstructured AI adoption ("shadow AI")
16:49–20:21 – Building firm-wide AI policies and governance frameworks
20:21–20:55 – Creating formal AI usage policies for law firms
20:55–22:16 – Early adoption of AI automation workflows
22:16–23:15 – Automating legal processes using AI integrations
23:15–25:41 – Future legal tech trends beyond AI hype
25:41–26:55 – Zero Trust security explained simply
26:55–28:55 – Proactive cybersecurity monitoring and incident response
28:55–31:07 – Building collaborative relationships with IT vendors
31:07–32:56 – Leadership transition lessons from Sensei Enterprises
32:56–33:28 – Episode wrap-up and key takeaways

In this episode of Adventures in Legal Tech, host Jared Correia speaks with John Pothier, managing partner at Embedded Counsel, about one of the most common challenges lawyers face: launching a law firm without understanding technology.

Using the fictional scenario of an in-house attorney ready to go solo but overwhelmed by tech decisions, the conversation breaks down the essential systems, tools, and strategic choices lawyers actually need when starting a modern practice.

Rather than focusing on flashy software, the discussion emphasizes practical foundations — collaboration tools, workflow management, AI adoption, pricing models, marketing experimentation, and the realities of transitioning from in-house counsel to entrepreneurship.

The episode also explores:

• Why Google Workspace may outperform traditional setups for small firms
  
  

• How cloud technology has lowered the barrier to starting a law practice
  
  

• The evolving role of AI in legal workflows
  
  

• Subscription and flat-fee pricing models replacing hourly billing
  
  

• Marketing experimentation and networking as growth drivers
  
  

• Burnout risks in in-house roles and the motivation to go independent
  
  

• Building partnerships and fractional legal services practices
  
  

redcavelegal.com
embeddedcounsel.com

john.pothier@embeddedcounsel.com

Legal tech for startups
Starting a law firm
Legal technology stack
Google Workspace for lawyers
Law firm technology basics
Fractional general counsel
Flat fee legal pricing
Subscription legal services
AI for lawyers
Legal research technology
Cloud law practice
Legal entrepreneurship
In-house counsel transition
Law firm marketing strategy
Legal networking
Practice management tools
Law firm automation
Legal business development

00:00–01:14 - Introducing a new approach to legal tech conversations
01:14–02:23 - The problem: starting a firm with zero technology knowledge
02:23–03:13 - Why Google Workspace became the foundation of a modern law firm
03:13–04:01 - Microsoft vs Google ecosystems and integration simplicity
04:01–05:11 - Project management challenges in legal practice tools
05:11–06:14 - AI tools lawyers are experimenting with today
06:14–06:57 - Guardrails and risks when using general AI platforms
06:57–07:24 - Cloud technology lowering startup costs for law firms
07:24–08:19 - The minimal tech stack needed to launch a practice
08:19–09:12 - John Pothier's unconventional path into law
09:12–10:08 - Entrepreneurship before traditional legal careers
10:08–11:10 - The reality of working as in-house counsel
11:10–12:19 - Burnout, workload pressure, and limited time off
12:19–13:41 - Why lawyers leave stable roles to start firms
13:41–15:00 - Choosing the right business partner in legal practice
15:00–17:00 - Balancing entrepreneurship with family life and risk
17:00–19:24 - Designing pricing models without industry transparency
19:24–20:37 - Flat fee vs hourly billing and client psychology
20:37–22:30 - The rise of fractional legal services
22:30–23:26 - Marketing experiments that didn't work
23:26–24:47 - Networking as the most reliable growth strategy
24:47–26:22 - Lessons learned from running AI-driven marketing ads
26:22–28:26 - Professional development while managing a law firm

Summary 

Tune into "Adventures in Legaltech" for an engaging talk with Caspar Roxburgh, GM of Draftable. Discover how to tackle the infamous Word doc track changes mishap, get insights on law firm tech overload solutions, and explore fresh paths in legal technology innovation. 📄🎙️.

Episode Highlights

00:05:45 - Introduction to Colin's vexing problem: missing track changes.

00:07:44 -Options for document comparison in legal tech.

00:10:18 - Caspar's transition from product team to general management.

00:13:43 - The importance of customer feedback in product development.

00:16:40 - Caspar's unexpected journey from agriculture to legal tech.

00:19:57 - Tech overload in law firms and renewal cycles explained.

00:24:58 - Balancing off-the-shelf solutions versus building bespoke tools.

00:28:35 - Navigating pricing and honest cost structures in legal software.

Episode Resources

Resources mentioned in the podcast:

www.redcavelegal.com

www.draftable.com

Binge Thinking

Keywords

• Adventures in Legaltech

• Legaltech conversations

• Technology issues

• Law practice technology

• Red Cave Law Firm Consulting

• Legal software solutions

• Document comparison software

• Draftable

• Legal tech commentary

• Real estate, banking, finance, M&A

• Podcast professional

• Vibe coding

• AI in legal tech

• Vendor-law firm relationship

• Legal tech automation

• Law firm tech overload

• Software renewal cycles

• Legal tech pricing

• AI technology features

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Jess Birken

• https://birkenlaw.com/ 

• jess@birkenlaw.com 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Jack O'Donohue

• https://touchstoneclosing.com/ 

• https://touchstonelawoffices.com/ 

• https://www.youtube.com/@DonutDigest 

• jodonohue@touchstoneclosing.com 

I spoke with a senior paralegal about best practice tips for intake + client service.

Episode Highlights

02:45 - Automations in CRM to filter conversations.

04:04 - The "CRM as ATM" concept for law firms.

06:13 - The importance of cultural responsiveness in client communication.

07:46 - The value of short, effective intake forms.

11:03 - Benefits of outsourcing roles in firms.

12:56 - Effective use of answering services.

16:13 - Importance of metrics and lead tracking.

19:45 - Training clients for law firm communication expectations.

22:15 - Simplifying software usage in law firms.

25:01 - Exploring artificial intelligence in legal practices.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Vanessa Reynolds

• gmrodriguezlaw.com 

• vanessa@gmrodriguezlaw.com 

I spoke with a lawyer, developer, educator & data scientist about how AI is disrupting law practice & legal education.

Episode Highlights

03:33 - AI revolution challenge for law firms.

05:57 - What is agentic AI?

11:41 - Custom GPTs in practice.

19:52 - Bias in AI and its implications.

25:52 - Tackling AI fairness and justice.

32:57 - Star Trek's predictive view on AI.

36:01 - The concept of P-Doom.

45:20 - Role-playing in AI and law education.

48:30 - The promise of AI in education.

54:41 - Legal students' interaction with AI tools.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with David Colarusso

• https://suffolklitlab.org/ 

• https://lawrpg.org/ 

• dcolarusso@suffolk.edu 

I spoke with Jordan Furlong, of Law21, a legal futurist, about what impact AI is having (and, will have) on lawyers.

Episode Highlights

04:51 - Large language models and ChatGPT in law.

05:39 - General-purpose technology's ubiquity.

07:39 - The empowerment potential of AI.

09:57 - Rethinking legal tasks and roles.

16:59 - AI adoption in law firms: Challenges and opportunities.

19:04 - Billable hours and changing legal pricing.

37:11 - Law21 consulting focus: Adaptation in legal services.

39:59 - The need for legal industry transformation.

54:12 - Reflecting on societal and historical responsibilities.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Jordan Furlong

• jordan@law21.ca 

• https://www.law21.ca/ 

I spoke with a consultant who builds document automation tools for private law firms & legal aid agencies, among others.

Episode Highlights

01:21 - Problem of slow document generation.

03:10 - Automating documents with DocAssemble.

07:11 - Open source vs. commercial software.

08:52 - Potential and barriers of document automation.

11:01 - Challenges in automating complex documents.

12:02 - Logic and formatting complexity.

14:09 - Customization in legal tech.

15:51 - Impact of budget cuts on Legal Services Corporation.

16:52 - Legal aid's critical role for community stability.

18:56 - AI's impact on the legal intake process.

20:14 - AI tools for legal outreach.

22:16 - Environmental concerns regarding AI.

23:52 - Upcoming legal innovation conference in Boston.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Quinten Steenhuis

• https://lemmalegal.com/ 

• https://suffolklitlab.org/ 

• qsteenhuis@gmail.com 

I spoke to a member of a legaltech implementation & customization firm - the former owner & the new owner, as we spoke about the state of legal software & AI.

Episode Highlights

03:29 - Donna and Jackie offer tech solutions.

04:01 - Importance of customized tech stacks.

06:01 - Evolution from limited to vast legal tech.

09:17 - Jackie on internal transitions and recruitment.

11:48 - The growing allure of Oklahoma City.

14:44 - Shift towards alternative legal billing.

20:51 - AI's role in law firm billing discussions.

25:15 - Automation's impact on billing approvals.

29:37 - Consolidation trends in Legal Tech.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Donna Brown and Jaclyn McDuffey

• https://www.beyondsquareone.com/ 

I spoke with a business attorney who works for corporations and handles crisis litigation about his practice.

Episode Highlights

03:06 - Importance of technology in managing court deadlines.

06:43 - Evolution and significance of docket calendaring.

08:52 - Insights into selecting travel bags for lawyers.

09:36 - Recommendations for travel gadgets and mice.

10:28 - Sports memorabilia collecting insights.

12:07 - Favorite sports memorabilia pieces.

14:05 - Concept of crisis litigation explained.

17:11 - Handling chaotic legal situations.

19:07 - Working with corporations and honest communication.

21:37 - Key to maintaining lawyer-client relationships.

23:14 - Personal management style advice for lawyers.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Adam Hersh

• https://bluechip.law/ourteam/adam-hersh/ 

I talked with my guest about adopting and managing legal technology with an eye toward law firm ethics.

Episode Highlights

03:51 - Essential Legal Tech Tools

06:00 - Vendor Partnership Program at alps

06:51 - Wire Fraud and Its Risks

07:59 - Deepfake Scams in Transactions

09:23 - Technology Integration Challenges

10:05 - Importance of Tech Training

13:23 - Tech Adoption Barriers for Lawyers

15:28 - Vetting Tech Vendors for Security

18:11 - Younger Lawyers and Tech Challenges

19:29 - Importance of Processes and Workflows

20:47 - Vetting Software for Risk Reduction

25:51 - Selecting Malpractice Insurance

27:59 - Necessity of Cyber Insurance

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Rio Laine

• https://www.alpsinsurance.com/ 

I spoke with a long-time employee of LexisNexis, about where AI search is, and where it's going.

Episode Highlights

02:51 - Google or general AI tools vs. Lexis AI for legal research.

03:53 - Generative AI assistant "Protege" by LexisNexis.

05:08 - Lexis Plus AI's approach to addressing hallucinations.

09:08 - Evolution of legal tech over the years.

10:32 - Legal industry's AI adoption increases.

12:14 - Simon's personal journey at LexisNexis since 1999.

18:28 - Importance of user-focused AI tools at LexisNexis.

20:03 - AI-driven workflow strategies in legal research.

24:09 - Less known Lexis features: Search-tree explanation.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Simon Weierman

• https://www.linkedin.com/in/simonweierman/ 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Joe Stephens

• https://steno.com/ 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Ernie Svenson

• https://ernietheattorney.net/ 

• https://www.linkedin.com/in/ernieattorney/ 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Josh Noffke

• https://www.brasstacksai.com/ 

• https://www.linkedin.com/in/joshnoffke/ 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Adriana Linares

• https://www.lawtechpartners.com/ 

• https://madameaucoinperfume.com/

• https://madameaucoinperfume.com/ 

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

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Darragh Fitzpatrick

• https://www.tabush.com/ 

• https://www.linkedin.com/in/darraghfitzpatrick/ 

I spoke with the founder of a document assembly program about the latest software upgrades in the space.

Episode Highlights

05:40 - Eric Burdon's document drafting woes

09:47 - Genesis of Office and Dragons

18:52 - Importance of tailored document automation

21:22 - Limitations and role of AI in law

23:30 - Ensuring accuracy with AI-assisted processes

28:17 - Future of document assembly and legal tech

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Samuel Smolkin

• sam@officeanddragons.com 

• https://www.officeanddragons.com/ 

• https://www.litera.com/ 

I talked with an implementation consultant about how to best leverage your law firm CRM.

Episode Highlights

03:32 - Wendy Wylde's approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Wendy Wylde

• https://www.linkedin.com/in/wendy-wylde/ 

• https://matterflowadvisors.com/ 

I spoke with an attorney about how AI is changing, and will continue to change, the practice of law.

Episode Highlights
03:29 - Trust issues with AI at law firms.
05:50 - Tribal law insights.
08:36 - AI in law: Career impact.
11:06 - Challenges of upskilling with AI.
14:10 - Data preparation importance.
18:34 - Dangers of premature regulation.
23:18 - AI agents in legal practice.
26:41 - Potential destabilization by AI.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Justin Cary
• https://dwmlaw.com/
• JCary@dwmlaw.com
• https://dwmlaw.com/profile/justin-b-cary/ 

I spoke with a personal injury attorney, who has started a technology-first law practice.

Episode Highlights
04:26 - Discussion on AI tools for document referencing.
07:00 - Rob discusses starting a successful law practice.
10:28 - Experimenting with legal tech as a new law firm.
11:59 - Efficient management of PI medical records.
13:34 - Use of AI in settlement demands.
16:10 - Deposition software evolution.
20:46 - Market opportunity for case strength analysis software.
22:32 - Discussion on managing practice in different states.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com  
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Rob Hartigan
• https://lionhartlaw.com/  

I spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage.

Episode Highlights
02:14 - Defining this week's challenge: AI effectiveness in law firms.
03:50 - Guest introduction: Kim Bookout, Director at Opus2.
05:10 - Opus2's approach to AI integration.
09:40 - Legal Week insights: AI adoption trajectory.
12:00 - Lawyer's biggest AI fear: confidentiality breach.
14:22 - Practical AI use in personal life for beginners.
19:14 - Low-risk AI use in law: summarizing deposition transcripts.
22:23 - Urgency of adopting AI in law practices.
23:23 - Will AI replace lawyers? Kim's perspective.
26:56 - Using AI to enhance, not replace, legal expertise.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal 
• www.linkedin.com/in/jaredcorreia/
• Connect with Kim Bookout
• kbookout@opus2.com
• https://www.opus2.com/
• https://www.linkedin.com/in/kim-bookout-496a8193/  

I talked with a legaltech journalist about the many ways in which artificial intelligence will impact the legal vertical.

Episode Highlights
01:04 - Unique tech solutions for law firms.
01:43 - Generative AI's impact on law practice.
03:00 - Stephen Embry joins as guest expert.
05:55 - Threat to the traditional law firm model.
09:40 - Shifting from billable hours to value-based fees.
14:51 - Tech Law Crossroads blog origin.
18:19 - Stephen's South by Southwest experience.
21:08 - Valuing law work by outcome, not hours.
24:14 - Law automation: Replacing non-productive work.
27:40 - The challenge of AI in trial law.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Stephen Embry
• https://www.techlawcrossroads.com/  

I talked with an expert in the space about how to create + keep updated a law firm website.

Episode Highlights

01:21 - Real-life law firm scenarios.
02:04 - Building and maintaining law firm websites.
05:50 - Subscription model for websites.
06:56 - Website as a service (WaaS) strategy.
07:50 - Transitioning from trades to tech.
13:03 - Modern website design trends.
15:08 - Dealing with outdated websites.
16:12 - AI's impact on SEO and content quality.
18:59 - The shift to quality content emphasis.
20:39 - AI in automating client onboarding.
25:11 - Convincing skeptics of AI benefits.
27:55 - Importance of personal branding online.
31:50 - Ensuring website security and compliance.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Michael Pratt
• michael@execuservices.net
• https://getwaas.io/ 

I spoke with general counsel and a legal operations professional about how those two disparate sets of professionals can work better together!

Episode Highlights

04:22 - Miscommunication: every problem looks like a nail.
06:06 - Bridging gaps with strategic operations.
18:36 - Origin story of Link and L Suite.
28:50 - Reality check: Legal Ops vs tools mismatch.
37:36 - AI's seismic impact in legal operations.
41:06 - Legal professionals' growing interest in AI tools.
42:04 - Changing attitudes towards AI in law.
44:42 - Empathy and networking as keys to success.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Stephanie Corey and Shaun Sethna
• stephanie.corey@uplevelops.com
• shaun.sethna@lsuite.co
• https://uplevelops.com/
• https://www.lsuite.co/
• https://linkforlegal.com/  

I spoke with two experts in the legaltech space about the value of unified software platforms for attorneys.

Episode Highlights
03:17 - Overwhelmed by numerous tech solutions.
05:09 - Impact of AI on tech-business convergence.
06:06 - The cable-cutting analogy for software solutions.
07:16 - Merging law firms' tech stacks.
08:54 - Change management: making tough decisions proactively.
10:29 - Humor on leap year births.
16:57 - Data silos in law firms and inefficiency.
18:02 - Email is not a storage solution.
20:02 - Importance of auditing tech tool usage.
21:54 - Importance of tool adoption and training across generations.
24:20 - Evaluation process when choosing a unified software platform.
31:34 - Potential of diffusion models for AI in legal tech.
37:06 - AI's power is maximized within a platform.
38:11 - Legal tech should enhance predictability and efficiency.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Cain Elliott and Keegan Chapman
• https://www.filevine.com/
• cainelliott@filevine.com
• keeganchapman@filevine.com  

I spoke with an expert in the contract lifecycle management software space, about how the software helps lawyers. 

Episode Highlights
02:52 - Problem of the Week: Missing Contract Deadlines
04:43 - Guest Introduction: Kristen Riviello
05:49 - Automating the Contract Process
07:54 - Definition: Contract Lifecycle Management
09:55 - Importance of Post-Contract Execution Management
11:34 - Benefits of Contract Management Software
16:00 - Integration with Other Tools
22:19 - Adoption of Automation in Law Firms
26:44 - Impact of Artificial Intelligence in Contract Management
33:40 - Developing AI Features for Contract Management
35:57 - Chatbots and AI: Enhancing Legal Processes

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Kristin Riviello
• https://www.cobblestonesoftware.com/
• https://www.linkedin.com/in/kristin-riviello/  

I talked with a legal marketer about the impacts of artificial intelligence on law practices in the coming year.

Episode Highlights
05:50 - Coldest temperatures experienced
07:30 - Exploring the lawyer's brain
10:05 - Overcoming aversion to tech change
12:32 - Modular law practice management
15:20 - AI vs. traditional billing methods
17:25 - Younger lawyers lean alternative billing
20:47 - ROI calculator for AI efficiency
24:54 - AI as a client expectation
26:17 - Customizing client-lawyer communication with AI
30:15 - AI impacting talent recruitment at firms
34:40 - Developing training programs for AI
36:20 - Need for AI training in law schools
38:38 - Brain chemistry and learning from mistakes
44:20 - Hallucinations in AI: a caution
45:10 - How lawyers can mitigate AI risk
48:55 - Cultural shift towards AI in law firms
55:40 - AI transformation of document management

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Franklyn Jones
• franklyn@rizeware.com
• https://rizeware.com/leadership/  

For the twelfth & final episode of our special series with ProfitSolv, we've got a Festivus extravaganza, with all the fixin's.  But, don't worry - we found a way to smuggle in some legaltech & law firm management talk!  So, get some hot chocolate & snuggle up to this very special podcast episode.

Featuring guest host Joyce Brafford & guest Scott Clasen, both of ProfitSolv.

[SPONSORED BY TIMESOLV]

Episode Highlights
00:15 - Legal Tech Adoption Challenges
02:12 - ProfitSolv! Product Line Overview
04:47 - Festivus Origins and Seinfeld Reference
18:52 - Importance of Software Testing Before Deployment
20:10 - Challenges with Onboarding and Software Adoption
22:58 - Underutilized Tools: Workflow and Process Automation
24:15 - Effective Use of Legal Accounting Features
31:24 - Law Firm Collection Practices and Soft Collections
36:20 - Making Credit Card Acceptances Common in Firms
38:40 - Recommended TimeSolv Features: Project Management

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Joyce Brafford and Scott Clasen
• joyce.brafford@profitsolv.com
• scott.clasen@profitsolv.com
• https://www.profitsolv.com/
• https://www.timesolv.com/  

I spoke with a bar association executive about reading works of fiction & how her state bar serves attorney members.

Episode Highlights
03:38 - Kim Velk's role at Vermont Bar Association.
04:53 - Snowy Vermont weather experience.
06:08 - Transition from practicing lawyer to education role.
08:15 - Importance of reading for relaxation and communication.
11:12 - Discovering and enjoying Hilary Mantel's historical fiction.
12:44 - Discussing historical fiction and its appeal.
16:55 - Kim's favorite authors and books.
18:11 - Bookstore vs. online book buying.
21:07 - Discussing current projects at Vermont Bar Association.
24:48 - Technology and AI education at bar associations.
27:15 - Low volume in media on technology discussions lately.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia 
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Kim Velk
• kvelk@vtbar.org
• https://www.vtbar.org/  

I spoke with a law firm marketing expert about how to build a marketing program for the upcoming year.

Episode Highlights
01:14 - Legal marketing rebuilding.
01:32 - Introducing Gyi Tsakalakis.
05:55 - Favorite Christmas gift memory.
07:00 - Importance of annual planning for law firms.
09:08 - Metrics and law firm identity.
10:32 - Affinity audiences explained.
11:30 - Google de-indexing explanation.
13:13 - AI impacting search results.
15:30 - Google's AI challenges.
16:50 - Strategy for AI content placement.
19:50 - Rise of AI search engines.
23:15 - Importance of brand vs. direct response.
26:10 - CRM's role in marketing.
28:05 - Owning your marketing data.
30:38 - Practicing gratitude daily.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Gyi Tsakalakis
• gt@attorneysync.com
• https://www.attorneysync.com/
• https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/  

For the eleventh episode of our special series with ProfitSolv, we talk about the usefulness of dashboards in modern software - including how law firms can deploy them to effectively and regularly surface practice data, alongside ProfitSolv's Joyce Brafford & Cosmolex's JD Robinson.

[SPONSORED BY COSMOLEX]

Episode Highlights
44:41 - Importance of dashboard flexibility and customization.
49:00 - Financial metrics and productivity insights.
53:36 - Key challenges firms face in capturing data.
53:41 - Role of passive time tracking for time capture.
01:16:03 - Next-gen tools in ProfitSolv's lineup.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Joyce Brafford and JD Robinson
• joyce.brafford@profitsolv.com
• jon.robinson@profitsolv.com
• https://www.cosmolex.com/
• https://www.profitsolv.com/