The Tech Savvy Lawyer

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we unpack our editorial "Law School, Laptops and AI: Why Banning Computers Misses the Point," and explore why laptop bans in law schools are less about ethics and more about administrative convenience — and how that choice could leave future lawyers unprepared for a fully digital profession.

In our conversation, we cover the following

00:00:00 — From "no calculators" to "no laptops": how old tech panics mirror today's AI fears in legal education 📚🧮

00:01:00 — AI panic hits law schools: blanket bans on generative AI and even laptops in the classroom 🎓⚠️

00:02:00 — Why Michael supports limiting AI in 1L while still opposing laptop bans: building foundational legal judgment 💪⚖️

00:03:00 — ABA Model Rule 1.1 and competence: why early overreliance on AI short-circuits "intellectual muscle" 🧠

00:05:00 — Why banning laptops "misses the point": the scalpel vs leeches analogy and modern legal training 🩺🖥️

00:06:00 — Accessibility and fairness: Michael's 2002 law school story and laptops as essential accessibility tools ✍️💻

00:07:00 — Digital-native students and analog exams: how bans unfairly shift the playing field instead of leveling it 🎯

00:08:00 — Law practice is 100% digital: e‑discovery, e‑filing, and why stripping laptops undermines tech competence 🌐📑

00:08:30 — ABA Model Rule 1.1, Comment 8: the ethical duty to understand the benefits and risks of relevant technology 📘

00:09:30 — Lazy enforcement: why laptop bans are about visual policing, not thoughtful AI policy 🧍‍♂️👀

00:10:00 — ABA Model Rule 5.3: supervising AI as a "digital clerk" and why hiding the tech creates ethical gaps 🤖📎

00:11:30 — Guardrails, not prohibitions: network geofencing, offline laptops, and locked‑down software environments 🧱📶

00:12:30 — Clear AI policies in assignments: when AI is permitted, when it is prohibited, and how disclosure builds discipline 📝

00:13:00 — Teaching prompt engineering as a core legal skill: delegation, context, and structured AI use 🧩

00:13:30 — ABA Model Rule 1.6 and confidentiality: the risks of pasting client secrets into public AI tools 🔐

00:14:30 — Cognitive offloading vs cognitive atrophy: why tech can strengthen legal reasoning when used wisely 🧠⚙️

00:16:00 — Verifying AI outputs: hallucinations, fake cases, and training students to check everything against primary law 📚

00:17:00 — Temptation vs discipline: why bans don't teach judgment, but supervised AI use can 🎯

00:18:00 — The false dichotomy: foundational human judgment vs tech competence and why future lawyers must have both ⚖️💡

00:19:00 — The future horizon: when AI becomes the "senior partner" and the lawyer becomes the supervisor‑in‑chief 🧑‍⚖️🤖

00:20:00 — Final challenge: law schools can't ban their way out of the future — they have to teach students to wield the tools safely 🔍🚀

RESOURCES

Mentioned in the episode

ABA Model Rule 1.1 (Competence) — https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/
ABA Model Rule 1.6 (Confidentiality of Information) — https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance) — https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistance/

Software & Cloud Services mentioned in the conversation

ChatGPT and generative AI tools (public models) — https://openai.com/chatgpt

If you care about the future of legal education, client protection, and real‑world tech competence, hit play now and then share this episode with a colleague who still thinks "just ban the laptops" is a solution. 🎧💬

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In this special The Tech-Savvy Lawyer.Page Podcast episode, I join Chuck Joiner on MacVoices' "Road to MacStock X" to preview my presentation, "Podcasting with Apple: From Idea to Launch Using the Gear You Already Own," and to show legal professionals how to design, launch, and improve a podcast using Apple devices and workflows they already have. 🎧

Questions

Join Chuck and me as we discuss the following questions and more!

· How can lawyers and new podcasters launch a professional‑quality show using only their existing Apple hardware and built‑in macOS and iPadOS tools?

· What practical, Apple‑centric workflow—from idea generation to recording, editing, distribution, and guest management—underpins "Podcasting with Apple: From Idea to Launch Using the Gear You Already Own"?

· How should legal podcasters think about ethics, defamation, and cross‑border risks when discussing law, politics, or controversial topics?

· In what ways does podcasting improve a lawyer's visibility and "generative engine optimization," making them more discoverable to clients and AI systems?

· How do hardware and software choices evolve from Mac laptop and earbuds to 4K cameras, better mics, Ecamm, and AI‑assisted editing?

Timestamps

In our conversation, we cover the following

· 00:00:00 – Michael joins Chuck to talk MacStock X and preview "Podcasting with Apple: From Idea to Launch Using the Gear You Already Own."

· 00:01:00 – Overview of The Lawyer's Guide to Podcasting: idea generation, recording, inviting guests, editing, distribution, and a dedicated ethics chapter for lawyers.

· 00:02:00 – Why Apple users already have enough equipment to start a podcast; framing MacStock X as a hands‑on walkthrough using Macs, iPads, and built‑in software.

· 00:02:30 – What attendees should bring to MacStock X: themselves, their Apple devices, and why editing is easier on a Mac laptop than on an iPad.

· 00:02:45 – Early iPad‑based editing with Apple Pencil, manually trimming ums, ahs, gaps, and retakes, and how that led to more automated workflows.

· 00:03:00 – Moving to more efficient editing tools that automatically flag issues while still requiring human review; AI as a powerful tool, not a final answer. 🤖

· 00:03:30 – Why new podcasters—especially lawyers—must review AI output to avoid errors and ethical problems.

· 00:04:00 – The importance of starting: accepting that early episodes won't equal mature work, and why improvement comes through practice.

· 00:05:00 – Low‑cost and no‑cost approaches, doing tasks manually first, and then delegating or using AI to reclaim time and focus on higher‑value work.

· 00:06:00 – Treating podcasting as a learning adventure: exploring Apple tools, enjoying subject matter, and embracing continuous technical and editorial improvement.

· 00:07:00 – Hardware evolution: from Mac laptop and earbuds to an Osbot 4K camera and Shure MV7 mic, plus travel‑friendly setups.

· 00:08:00 – Post‑COVID boom in content creation and how hardware and software now target "content creators," including legal podcasters.

· 00:09:00 – Audience size versus enjoyment: why a niche audience can be enough when the creator values the conversations and the impact.

· 00:10:00 – How podcasting enhances "generative engine optimization" by creating high‑quality, indexable content about your expertise.

· 00:11:00 – The Tech-Savvy Lawyer.Page Podcast: focusing on how lawyers, judges, and others use technology to improve services, enhance products, and recapture time. ⚖️💻

· 00:12:00 – Tech stack evolution: from a Blue Yeti travel mic to the Shure MV7, emphasizing incremental upgrades rather than big upfront spending.

· 00:12:30 – Ethics and defamation fundamentals: avoiding slander, false statements, and understanding that truth is a crucial defense.

· 00:13:00 – Cross‑border implications: podcasts crossing state and international lines and why deeper legal topics warrant caution and advice from counsel.

· 00:14:00 – Political speech, emotion, and the need to "be the adult in the room" to avoid escalating into litigation.

· 00:15:00 – Differences in lawyer ethics and advertising rules across states; ABA model rules and local nuances.

· 00:15:30 – Recommendation to review Gordon Firemark's content‑creation law resources for podcasters.

· 00:16:00 – Disclaimers: no legal advice, no attorney‑client relationship, and why these are essential in legal‑tech podcasting.

· 00:17:00 – MacStock X discount codes: TECHSAVVYLAWYER and MACVOICES for $50 off registration, plus in‑person $5 discount on The Lawyer's Guide to Podcasting.

· 00:18:00 – Ecamm's all‑day MacStock X session: from basics to advanced, positioning Ecamm as a virtual TV studio for audio and video podcasting.

· 00:19:00 – Ecamm's limited‑seat format, Creator Camp in Birmingham, and using Ecamm to record this conversation.

· 00:20:00 – Invitation to attend MacStock X in Crystal Lake, join the community, and learn alongside other Apple‑focused creators.

· 00:21:00 – Where to find Michael: TheTechSavvyLawyer.Page, The Tech-Savvy Lawyer.Page Podcast, and The Lawyer's Guide to Podcasting on Amazon.

Resources

· Connect with Chuck

o Contact Page: https://macvoices.com/contact/

o LinkedIn: https://www.linkedin.com/in/chuckjoiner/

o MacVoices - https://macvoices.com/

· Mentioned in the episode

o American Bar Association Model Rules of Professional Conduct - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/model_rules_of_professional_conduct_table_of_contents/?login

o Book: The Lawyer's Guide to Podcasting – https://www.amazon.com/Lawyers-Guide-Podcasting-Tech-Savvy-Lawyer-Pages/dp/B0GGX32DZH/ref=sr_1_1?crid=3VOS3UEZNSIMB&dib=eyJ2IjoiMSJ9.AGEuOQwftq-s5O0PqDNjd3zedjDpqdT9pTmLUNktKoMgLL8i6DXC1FKO_L3eWhhLwfONlBZ780wTm15KELZNjUM6wU27377u7SJZ-1k7ZWnkrVmcdTShPkVcjSqMoj79EbRD9I8UP_DzX-X8E2UJ0VP9UqMZoJIwCF4WRIm15wWn32iPZ0kY50a4Lj-BYk1uuaOE5sT8ShPKV7ZgE4JxabTE_b5ppI3AUNhh64nRU6Q.EZF7hiJiOUHarYUE255hezBGcNbXjZz_wrt6eC-z9gg&dib_tag=se&keywords=The+lawyers+guide+to+podcasting&qid=1784764741&sprefix=the+lawyers+guide+to+podcasting%2Caps%2C109&sr=8-1

o GEO – "generative engine optimization" - https://www.thetechsavvylawyer.page/blog/2026/3/26/-word-of-the-week-geo-generative-engine-optimization?rq=GEO

o Gordon Firemark - https://www.thetechsavvylawyer.page/search?q=Firemark

o MacStock X Conference & Expo, Crystal Lake, Illinois - https://macstockconferenceandexpo.com/

· Hardware mentioned in the conversation

o Apple Pencil - www.apple.com/apple-pencil/

o Apple Products - www.Apple.com

o Blue Yeti microphone - https://www.logitechg.com/en-us/shop/p/yeti-premium-usb-microphone

o iPad - https: - www.apple.com/ipad/

o Osbot 4K camera - https://www.obsbot.com/obsbot-meet-2-4k-webcam

o Shure MV7i microphone - https://www.shure.com/en-US/products/microphones/mv7i?variant=MV7i

· Software & Cloud Services mentioned in the conversation

o Ecamm (Mac‑based live production and recording software) - www.ecamm.com

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My next guests are Gabriela "Gabby" Cubeiro, Senior Vice President of Product at 8am — the legal tech company behind MyCase, LawPay, CASEpeer, and DocketWise — and Majo Castro, founder and managing attorney at CastroMand Legal in Austin, Texas. 🌟 Gabby brings over 16 years of legal tech experience, including co-founding CASEpeer, and today leads product strategy for one of the most widely used law practice management ecosystems in the country. Majo is a Venezuelan-born cybersecurity and AI attorney whose firm helps growing companies navigate AI implementation, data management, and cybersecurity — and she's also the voice behind The Cyber Law Gal on Substack. 🔐 Together, they deliver a frank, peer-level conversation about building a tech stack that's both AI-ready and genuinely secure — without the hype and without the hand-holding.

Join Gabriela "Gabby" Cubeiro, Majo Castro, and me as we discuss the following three questions and more!

What are the top three integrations or workflows a solo, small, or midsize firm should expect from a modern cloud-based LPM platform like 8am — and what's missing that signals a real red flag around efficiency, cash flow, or security?
As AI gets baked into cloud LPM tools like 8am, what are the top three day-to-day tasks that will change most for solo and small firm lawyers — and what basic security or ethical guardrails should they put in place to use those AI features without putting client data at risk?
For solo and small firms without a CISO or CTO, what are the top three cybersecurity mistakes you see over and over again?

In our conversation, we cover the following:

[00:00:00] 🪝 Show Hook — Gabby's critical warning: if your firm hasn't "adopted" AI, your employees probably already have — on free consumer tools
[00:00:00] Title read — Episode 139
[00:01:00] Host intro: why this conversation goes tactical on AI, security, and LPM workflows
[00:02:00] Guest introductions — Gabriela "Gabby" Cubeiro (8am/MyCase) and Majo Castro (CastroMand Legal / The Cyber Law Gal)
[00:03:00] Majo celebrates 1.5 years as a solo practitioner 🎉
[00:03:00] Ad: Five-star review request for The Tech-Savvy Lawyer.Page
[00:03:30] Tech setups — Gabby's MacBook Air (M4 chip), iPhone Max, Slack, Zoom, Google Drive, Claude Enterprise
[00:06:00] Gabby's portable USB-C external monitor for travel (Amazon, highest-rated)
[00:09:00] Majo's MacBook Pro 14" M4 (16GB RAM), performance issues, upgrade path discussion
[00:10:00] Michael recommends Onyx (free Mac maintenance utility); Michael's Mac Studio M3 Ultra with 256GB
[00:11:00] Mac Mini and Mac Studio as desktop alternatives; MacRumors Buyer's Guide tip
[00:13:00] Apple Business Account benefits — small discounts + white-glove service
[00:15:00] Majo's full setup: iPhone 16 Pro Max, Google Workspace + Gemini (team account with DPA), DJI Osmo Pocket 3, Hollyland wireless mic
[00:16:00] Q1: Top three LPM workflows — intake, secure client communication (client portal), and getting paid (trust accounting + automated invoicing)
[00:19:00] Majo on switching from QuickBooks to MyCase after discovering QuickBooks mishandles trust accounting
[00:20:00] 🎉 Gabby announces: AI case summary features are now LIVE in 8am/MyCase
[00:21:00] Cloud vs. local access debate — SaaS uptime, SLAs, and asking vendors for proof
[00:23:00] Michael's redundant backup strategy: Backblaze + Dropbox + local Mac Mini
[00:25:00] Cautionary tale: ransomware attack converts a server-based firm to the cloud overnight
[00:28:00] Majo's Google Drive third-party backup with 2-hour recovery window
[00:29:00] Q2: How AI changes daily workflows — drafting, case summaries, surfacing critical info fast
[00:30:00] Why reading vendor Terms of Service and activating Data Processing Agreements (DPAs) is non-negotiable
[00:31:00] 8am's SOC 2 Type 2 compliance; updated AI terms and opt-in controls coming
[00:32:00] SOC 2, HIPAA, end-to-end encryption as baseline vendor security requirements
[00:34:00] AI as the great equalizer — leveling the playing field for solo firms vs. BigLaw
[00:35:00] Majo's real data: ~12 hours saved last month across 27 consultations using Gemini for proposals
[00:36:00] Plaud and Pocket AI recording devices — data retention, PII, and DPA concerns
[00:37:00] Majo's stance on wearable AI recorders; Apple Watch comparison; one-party vs. two-party consent
[00:39:00] Plaud's terms say no AI training — but it's not a DPA; terms can change without notice 🚨
[00:40:00] Google Workspace DPA must be manually activated — most users don't know; creating user friction around protection
[00:41:00] Q3: Top cybersecurity mistakes — shadow AI, no MFA, undertrained employees
[00:42:00] Majo's checklist: DPA + no model training on client data + enterprise/team-tier subscriptions + MFA
[00:43:00] Gabby: employees are the #1 security risk; fractional IT and CISO options for small firms
[00:44:00] AI-powered phishing attacks on law firms will only intensify
[00:45:00] Majo's training method: positive AI policies + 45-second staff video explainers 🎬
[00:46:00] 🚨 Gabby's shadow AI reminder (Show Hook 🪝 callback): audit your tech stack — your team already has
[00:47:00] Episode originally recorded at ABA Techshow; re-recorded after a technical snafu 😅
[00:47:00] Where to find Gabby: LinkedIn, X, 8am.com, Kaleidoscope conference (September — banner at 8am.com)
[00:48:00] Where to find Majo: LinkedIn (Majo Castro), CastroMand Legal, Substack: The Cyber Law Gal
[00:48:30] Outro — michaeldj@thetechsavvylawyer.page | next episode in ~two weeks

Resources

Connect with Gabriela "Gabby" Cubeiro

LinkedIn: https://www.linkedin.com/in/gabriela-cubeiro/

Connect with Majo Castro

CastroMand Legal (Austin, TX): https://www.castrolandlegal.com/
The Cyber Law Gal Substack: https://www.linkedin.com/in/majocastro/
LinkedIn: https://www.linkedin.com/in/majocastro/

Mentioned in the Episode

ABA Techshow — https://www.techshow.com/
Apple Business Account — https://www.apple.com/business/
Apple Trade-In Program — https://www.apple.com/shop/trade-in
Model Rules 1.1, Comment 8 — https://www.thetechsavvylawyer.page/search?q=comment%208
MacRumors Buyer's Guide — https://buyersguide.macrumors.com

Hardware Mentioned

8am.com — https://www.8am.com
Apple iPad — https://www.apple.com/ipad/
Apple iPhone 16 Pro Max — https://www.apple.com/iphone-16-pro/
Apple iPhone Max — https://www.apple.com/iphone/
Apple Mac Mini — https://www.apple.com/mac-mini/
Apple Mac Studio — https://www.apple.com/mac-studio/
Apple MacBook Air — https://www.apple.com/macbook-air/
Apple MacBook Pro 14 — https://www.apple.com/macbook-pro/
Apple Watch — https://www.apple.com/apple-watch/
Backblaze — https://www.backblaze.com
CASEpeer — https://www.casepeer.com
ChatGPT (OpenAI, Enterprise referenced) — https://chat.openai.com
Claude (Anthropic, Enterprise) — https://www.anthropic.com/claude
DJI Osmo Pocket 3 — https://www.dji.com/osmo-pocket-3
DocketWise — https://www.docketwise.com
Dropbox — https://www.dropbox.com
Google Drive — https://drive.google.com
Google Workspace + Gemini — https://workspace.google.com
Hollyland wireless mic — https://www.hollyland-tech.com
LawPay — https://www.lawpay.com
MyCase — https://www.mycase.com
Onyx (free, Mac) — https://www.titanium-software.fr/en/onyx.html
Plaud AI recorder — https://www.plaud.ai
Pocket AI recorder — https://heypocket.com/pages/
QuickBooks (referenced as insufficient for trust accounting) — https://www.quickbooks.intuit.com
Slack — https://www.slack.com
Zoom — https://www.zoom.us

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, host Michael D.J. Eisenberg breaks down Google Quick Share's new cross-platform capability — the feature that finally lets Android and Apple devices share files directly, peer-to-peer, without routing data through third-party servers. And yes, we cover every ABA rule you need to know before you touch that share button.

In our conversation, we cover the following

· [00:00] 📖 The problem: Why Android-to-iPhone file transfers have been a frustrating workflow bottleneck for law firms — and how Google Quick Share's latest update changes everything

· [01:00] 🗺️ Road map overview — the six sections of today's explainer: The Tech Bridge, Step-by-Step Workflows, Real-World Law Practice scenarios, ABA Rules & Compliance, Practical Security Settings, and the Firm Roll-Out Checklist

· [01:30] 🌉 Section 1 — The Tech Bridge: How Quick Share's peer-to-peer architecture works and why files never touch Google or Apple servers — a critical distinction for client data privacy

· [02:00] 📱 Compatible hardware: Samsung Galaxy S and Z series, Google Pixel 8, 9, and 10, Vivo devices, and iPhones running the latest AirDrop enhancements

· [02:30] 🔄 Section 2 — Step-by-Step Workflows: Sending from Android to iPhone in four steps — open the item, tap Share, select Quick Share, tap the iPhone's name; recipient taps Accept

· [03:00] ↔️ Reversing the transfer — sending from iPhone to Android using AirDrop's new interoperability, where the Android device appears as a viable AirDrop target

· [03:30] ⚖️ Section 3 — Real-World Law Practice: Actionable scenarios including beaming a signed retainer agreement from an Android phone to an iPhone-toting intake coordinator, and cross-platform trial prep for last-minute demonstratives

· [04:00] 📋 Sharing documents directly to a client's phone in a meeting — regardless of operating system

· [04:15] 🔍 Section 4 — ABA Rules & Compliance: ABA Model Rule 1.1 (Competence) — why not understanding Quick Share's privacy and visibility settings is an ethical violation, not just a tech oversight

· [04:45] 🔐 ABA Model Rule 1.6 (Confidentiality) — why you must double-check the recipient device name before hitting send, and when peer-to-peer sharing is not appropriate for your most sensitive materials

· [05:30] 👥 ABA Model Rule 5.3 (Supervision) — why you carry ultimate responsibility for how your staff uses mobile sharing tools, and the written BYOD policy you must have in place

· [06:00] 🛡️ Section 5 — Practical Security Settings (Android): Three non-negotiable settings: change Quick Share visibility to Contacts Only or Hidden; require device unlock to accept transfers; immediately move received client files into your secure document management app

· [06:30] 🍎 Practical Security Settings (iPhone): Set AirDrop to Contacts Only as your baseline default; if you temporarily open to Everyone, switch it back immediately; train staff to decline all unexpected AirDrop requests

· [07:00] 📋 Section 6 — Firm Roll-Out Checklist: Five-step tactical deployment plan: (1) inventory devices, (2) force OS updates firmwide, (3) mandate default privacy settings, (4) hold a 30-minute staff training session, (5) define in writing which file types may and may not be shared via Quick Share

· [08:00] 💡 Closing challenge: The technology to bridge Android and Apple is already in your pocket — the only barrier left is implementation. How will you lead the charge to modernize your firm's cross-platform collaboration without sacrificing your ethical shield?

RESOURCES

Mentioned in the episode

· ABA Model Rule 1.1 — Competence: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/

· ABA Model Rule 1.6 — Confidentiality of Information: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/

· ABA Model Rule 5.3 — Responsibilities Regarding Nonlawyer Assistance: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistance/

Hardware mentioned in the conversation

· Samsung Galaxy S Series: https://www.samsung.com/us/smartphones/galaxy-s/

· Samsung Galaxy Z Series (foldables): https://www.samsung.com/us/smartphones/galaxy-z/

· Google Pixel 8: https://store.google.com/us/category/phones

· Google Pixel 9: https://store.google.com/us/category/phones

· Google Pixel 10 (Pixel 1000 series): https://store.google.com/us/category/phones

· Vivo Android Devices: https://www.vivo.com/en/

· Apple iPhone (AirDrop-compatible, latest iOS): https://www.apple.com/iphone/

Software & Cloud Services mentioned in the conversation

· Google Quick Share (Android): https://android.com/better-together/quick-share-app/

· Apple AirDrop: https://support.apple.com/en-us/102497

⚠️ Disclaimer: This episode is strictly educational and does not constitute legal advice. Laws, rules, and technology features change frequently. Always verify your state, local, and jurisdictional rules before implementing any new workflows in your firm.

🎙️ Enjoyed this episode? Subscribe to The Tech-Savvy Lawyer wherever you get your podcasts, leave us a five-star review, and share this episode with a colleague who's still emailing files to themselves. Your ethical upgrade starts today.

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My next guest is Jimmie Bridwell, an executive with US Legal Support, a nationwide litigation support company headquartered in Houston, Texas that provides remote deposition solutions, transcription services, record retrieval, trial technology, and graphics generation for law firms of all sizes. In this episode, we unpack how US Legal Support's technology platform integrates with law firm systems, why security and data management are non‑negotiable, and how AI‑assisted transcript and deposition tools are reshaping trial preparation and remote proceedings for modern litigators.📜🤖

Join Jimmie Bridwell and me as we discuss the following three questions and more!

What are the top three ways lawyers should expect companies like US Legal Support's technology platforms — whether remote deposition solutions, transcription services, or document management — to integrate seamlessly into a law firm's existing tech stack to eliminate duplicative data entry and streamline trial preparation?
What are the top three technology investments or skillsets that lawyers consistently overlook, but would dramatically improve their practice efficiency and client services in 2026?
Based on US Legal Support's experience facilitating over 245,000 remote events annually, what are the top three technology mistakes you see lawyers making during remote depositions or virtual proceedings, and how can they course correct to deliver more efficient client representation?

In our conversation, we cover the following

[00:00:00] Jimmie's current tech setup: Surface Pro laptop, 47‑inch curved Samsung monitor, HyperCast standalone microphone, and Logitech Brio camera in a Microsoft‑based office using Microsoft Cloud.📺🖥️
[00:00:45] Working with both Android and Apple smartphones, and why Jimmie uses Apple for work due to perceived security and litigation hold considerations.
[00:01:20] How US Legal Support deploys Apple computers in graphics studios while running a primarily Microsoft infrastructure and cloud environment across the enterprise.
[00:02:00] Question 1 introduction: how US Legal Support's platforms should integrate into law firm tech stacks to reduce duplicate data entry and streamline trial workflows.
[00:02:15] Why integration, security, and data management are the three primary pillars when transmitting client information between firms and service providers.
[00:03:00] The risks of multiple data entry points and why centralized, consistent first input across the litigation lifecycle is critical.
[00:03:40] US Legal Support's security posture: internal SOC 2 Type 2 validation, HIPAA compliance, NIST protocols, and reliance on Microsoft and Amazon cloud with SOC 2 Type 2 security.
[00:04:40] Practical security questions solo and small firm attorneys should ask vendors about encryption at rest and in transit, security reviews, and penetration testing.
[00:06:00] Data breach reporting expectations and the need for a published, timely breach notification process for clients.
[00:07:30] Data management concerns: how vendors use client data, prohibitions on reselling data, and the importance of 24/7 self‑service access to discovery materials and litigation documents.
[00:08:30] Integration realities: standard and customized APIs, multipoint‑to‑endpoint data flows, and why experience with case management integrations matters.
[00:11:00] Question 2 introduction: the top three overlooked technology investments and skillsets that could dramatically improve practice efficiency and client service in 2026.
[00:11:15] AI‑assisted transcript review: summarizing long depositions, key‑noting, keywording, and surfacing strategic themes to accelerate trial preparation.
[00:12:20] Validating AI outputs, the attorney's continuing liability, and why AI‑assisted transcript review pulls from the deposition record rather than external sources, reducing hallucination risk.
[00:14:10] AI‑assisted deposition preparation tool: ingesting exhibits, medical records, and discovery into a secure portal, generating case outlines, identifying pre‑existing conditions, and suggesting deposition questions in minutes instead of hours.
[00:15:40] How Jimmie and Michael compare legacy OCR workflows with modern AI, and why AI no longer depends on rigid templates to extract key data.
[00:17:00] The importance of partnering with holistic solution providers who can address multiple points of the litigation lifecycle rather than just one narrow problem.
[00:18:00] How the market has evolved from mom‑and‑pop shops with limited tech budgets to larger litigation support organizations that invest heavily in technology and continuous development.
[00:19:10] The tension between long‑term SaaS contracts and rapidly evolving legal tech, and why Jimmie favors transactional, "pay as you use it" BPaaS models over long subscriptions.
[00:22:00] Question 3 introduction: common technology mistakes lawyers make during remote depositions and virtual proceedings.
[00:22:10] Why general meeting tools like Zoom, while excellent for meetings, are not purpose‑built for litigation or depositions, especially around exhibit management and real‑time annotation.
[00:24:00] Examples of litigation‑specific functionality: exhibit introduction and management, date stamping, maintaining witness spotlight, and integrating exhibits with the deposition record.
[00:25:00] Evolution of case management systems from generic workflow tools into legal‑specific platforms tuned to particular practice areas.
[00:26:00] Emerging litigation tools on the horizon, including facial recognition and facial sentiment software for remote proceedings.
[00:26:40] Remote depositions post‑COVID: the shift from nearly 100% in‑person to roughly 60–70% remote several years later, and how this forced adoption changed attorney attitudes toward technology.
[00:27:30] Internal adoption challenges inside medium and large firms: inconsistent workflows, underutilized tools, and the cost of allowing each lawyer to work differently.
[00:29:00] Why law firms should define and enforce consistent processes for using legal tech solutions to drive efficiency, cost‑effectiveness, and better outcomes.
[00:30:00] Closing: Jimmie's invitation to learn more about US Legal Support's nationwide litigation support services and where listeners can find him online.

Resources

Connect with Jimmie Bridwell

US Legal Support website: https://www.uslegalsupport.com

MENTIONED IN THIS EPISODE

Hardware mentioned in the conversation

Logitech Brio camera - https://www.logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html
Surface Pro laptop - https://www.microsoft.com/en-us/surface/devices/surface-pro
47‑inch curved Samsung monitor - https://www.samsung.com/us/monitors/all-monitors/

Software & Cloud Services mentioned in the conversation

Android operating systems and devices - https://www.android.com/
Apple operating systems and devices - https://www.apple.com/
Microsoft Cloud and Microsoft Office - https://www.microsoft.com/en-us/microsoft-365/onedrive/online-cloud-storage
Zoom - http://www.zoom.com/

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My next guest is Andrew Zach, Senior Policy Counsel at the Family Online Safety Institute (FOSI), a Washington, DC–based nonprofit focused on making the online world safer for kids and families through policy, research, digital parenting resources, and industry best practices. Andrew and I dive into how lawyers in any practice area—family law, criminal, corporate, or solo—can build family-centered online safety into their tech stack, from law practice management systems and client portals to AI chatbots, social media, and messaging tools. We unpack COPPA and the coming "COPPA 2.0," emerging age assurance laws, parental responsibility online, and what bar associations should prioritize in CLE programming so lawyers can use technology responsibly while supporting parents and caregivers.

Join Andrew and me as we discuss the following three questions and more! ⚖️💻

What are the top three practical steps every lawyer should take to bake in family‑centered online safety when designing client‑facing tech, websites, portals, intake forms, messaging, and social media?
What are the top three technology tools or configurations law firms should implement to better protect children and teens who may be affected by legal technology, whether they are direct clients in a family matter or simply sharing devices with adult clients?
If you were advising bar associations and practice‑area leaders, what would be the top three CLE or policy priorities to ensure lawyers responsibly use AI, client portals, and other digital tools while supporting parents and caregivers in keeping families safe online?

In our conversation, we cover the following ⏱️

00:00 – Welcoming Andrew and his current tech setup: MacBook Pro, external monitor, iPhones, and wired Bose headphones 🎧
01:00 – What is FOSI and how it works across policy, digital parenting, and industry best practices to keep families safer online 🌐
02:00 – COPPA basics: verifiable parental consent for under‑13 data, why COPPA is dated, and the patchwork of state privacy laws filling the federal gap 📜
03:00 – California privacy leadership, international regimes (like Europe), and why the US needs a comprehensive data privacy law with limits on collection, use, storage, and sale of personal data 🧩
04:00 – HIPAA, SOC 2, agentic AI chatbots on legal websites, and why notice, consent, and data minimization matter for law firms adopting AI‑driven intake and support tools 🤖
05:00 – Data minimization as a safeguard when storage or breaches go wrong; retention and disclosure issues in worst‑case scenarios 📂
05:30 – Handling sensitive images in legal practice (family photos, abuse evidence) and why state‑by‑state rules make it hard to manage online safety and data privacy consistently 🧾
06:00 – Why a stronger federal law is needed, and what COPPA 2.0 (Children and Teens Online Privacy Protection Act) could change, including raising the age of digital consent and protecting teens from targeted advertising 🎯
07:00 – Everyday scenarios: sharing kids' photos with family, private messaging vs social media, and why limiting audience and avoiding "questionable" content is critical 👨‍👩‍👧‍👦
08:00 – Why "private" Facebook accounts with many friends still are not private enough for potentially risky images and what safer sharing looks like 🔒
09:00 – Keeping audiences limited in litigation and family law contexts while complying with legal guidelines for highly sensitive evidence 📁
10:00 – Defining age assurance vs age verification, and how tools like facial age estimation, IDs, and self‑declaration fit into online safety compliance 🧑‍💻
11:00 – International and US examples: UK social media age checks, Australia's age assurance trials, and Texas cases on adult sites and app‑store‑level verification ⚖️
12:00 – Free Speech Coalition v. Paxton upholding age verification for adult sites versus the App Store Accountability Act's broader mandate and why it was enjoined 🏛️
13:00 – Financial harm to parents from kids' unsupervised app purchases and concerns about access to "harmful content" through apps and social media 💳
14:00 – Is there such a thing as "age insurance"? Exploring liability, coverage, and why Andrew is not aware of a product like that 🧾
15:00 – Apple vs Facebook on data tracking: long terms of service, Apple's "Ask App Not to Track" pop‑up, and "arms race" messaging around personalization and privacy 📲
16:00 – Communicating data practices clearly to users and kids; age‑appropriate disclosures and the role of legislation in requiring plain‑language privacy notices 🧠
17:00 – "Kids' accounts" on platforms like Instagram, retrofitting protections vs safety by design, and what private‑by‑default, constrained communication can look like for teens 🧒
18:00 – Culture of responsibility: six entities in online safety (industry, policymakers, law enforcement, educators, kids, and families) and FOSI's free digital parenting resources 📚
19:00 – Why expecting parents to customize every app setting is unrealistic and how safety‑by‑design and data‑minimization can reduce that burden 🛠️
20:00 – Parental responsibility vs platform responsibility, and how making parental controls easier (e.g., YouTube teen account setup time) can encourage meaningful engagement 👪
21:00 – Recent cases in New Mexico and California: addiction, mental health, platform design, and new legal strategies targeting harms beyond specific content 🧑‍⚖️
22:00 – The Joe Camel analogy, marketing to kids, and why FOSI avoids equating social media directly with tobacco while still pushing for better design safeguards 🚭
23:00 – Features like "take a break" and limits on infinite scroll; designing for vulnerable users and younger audiences from the outset 🧱
24:00 – AI chatbots in legal practice: risks of emotional dependence, mental health harms, and why unregulated bots should not replace trained professionals in sensitive contexts 🧩
26:00 – How often teens and families are using generative AI, and the emerging theme of stricter rules or disclosures for legal, medical, and financial advice from chatbots 🧮
27:00 – Disclaimers and transparency for client‑facing chatbots on law firm sites; state‑by‑state experimentation and potential new duties for lawyers using AI in practice 💬
28:00 – The White House's national AI policy framework, its child‑safety focus, and the need for congressional action, preemption questions, and national standards 🇺🇸
29:00 – Why bar associations and lawyers should track AI policy developments closely as they intersect with ethics, confidentiality, and family online safety 🔍
30:00 – FOSI's "good digital parenting" resources, device agreements, and practical scripts for setting expectations with kids about devices and online behavior 📄
31:00 – Where to find Andrew online, including FOSI's website and his "Andrew the Policy Guy" content on LinkedIn and TikTok 📲

RESOURCES

Connect with Andrew 🌐

Andrew Zach -
LinkedIn - https://www.linkedin.com/in/andrew-zack-a750b156/
Family Online Safety Institute (FOSI) – Website: https://www.fosi.org

Mentioned in the episode 📝

App Store Accountability Act (proposed Texas law for app‑store‑level age verification) – https://www.spencerfane.com/insight/texas-spearheads-the-app-store-accountability-act-preventing-unauthorized-in-app-purchases-b
COPPA – Children's Online Privacy Protection Act (US federal kids' privacy law) – https://www.ftc.gov/legal-library/browse/rules/childrens-online-privacy-protection-rule-coppa
COPPA 2.0 – Children and Teens Online Privacy Protection Act proposal – https://www.markey.senate.gov/news/press-releases/senators-markey-and-cassidy-reintroduce-coppa-20-bipartisan-legislation-to-protect-children-online
Free Speech Coalition v. Paxton (Texas age‑verification case for adult sites) – https://www.oyez.org/cases/2024/23-1122
HIPAA – Health Insurance Portability and Accountability Act (health privacy) – https://www.cdc.gov/phlp/php/resources/health-insurance-portability-and-accountability-act-of-1996-hipaa.html
Kids Online Health and Safety Task Force (US government initiative) – https://www.ntia.gov/programs-and-initiatives/kids-online-health-and-safety
SOC 2 – Service Organization Control 2 (security and privacy reporting framework) – https://www.paloaltonetworks.com/cyberpedia/soc-2
White House National AI Policy Framework (child‑safety section) – https://www.klgates.com/White-House-Releases-National-AI-Policy-Framework-3-24-2026

Hardware mentioned in the conversation 🖥️

Acer external monitor – https://www.acer.com
Apple Bluetooth Keyboard – https://www.apple.com/shop/product/MLA22LL/A/magic-keyboard
Apple Bluetooth Mouse (Magic Mouse) – https://www.apple.com/magic-mouse
Apple iPhone (work and personal devices) – https://www.apple.com/iphone
Apple MacBook Pro 14‑inch – https://www.apple.com/macbook-pro-14-and-16
Bose wired over‑ear headphones – https://www.bose.com
Laptop stand (generic Amazon stand) – https://www.amazon.com (search "laptop stand")

Software & Cloud Services mentioned in the conversation ☁️

Apple App Store – https://www.apple.com/app-store
Facebook – https://www.facebook.com
Google Play Store – https://play.google.com
Instagram – https://www.instagram.com
TikTok – https://www.tiktok.com
YouTube – https://www.youtube.com

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, our Google Notebook LLM bot panelists unpack our May 18th, 2026, editorial, "AI Won't Replace Solo and Small Firm Lawyers. It Will Supercharge Them," and explore how generative AI tools are reshaping daily legal work, supercharging solo and small firm practices, and raising serious questions about competence, confidentiality, and supervision.

We walk through how AI "unbundles" legal tasks, why Jevons Paradox means more demand for lawyers (not less), and how solo professionals can safely treat AI as the junior associate they do not have to hire but still must supervise. You will come away with practical, ethics-conscious strategies to integrate AI into your workflow without sacrificing judgment, client trust, or your license. ⚖️

In our conversation, we cover the following

00:00:00 – Why "doom hype" around AI is targeting the legal profession and why the collapse-of-lawyers narrative falls apart in real life.
00:01:00 – Introducing Michael D.J. Eisenberg's editorial "AI Won't Replace Solo and Small Firm Lawyers. It Will Supercharge Them."
00:02:00 – Setting ground rules: educational discussion only and why this episode is not legal advice.
00:02:30 – Rethinking what a "job" really is and the idea that legal work is a bundle of tasks, not one monolithic activity.
00:03:00 – Comparing big-firm specialization to the tightly packed bundle of tasks handled by solo and small-firm lawyers.
00:03:30 – Why AI can pull on individual threads in that bundle, but cannot run the whole practice for you.
00:04:00 – The solo master-chef metaphor: AI as the kitchen machine doing prep work while the human focuses on taste and judgment. 🍲🤖
00:05:00 – How AI can draft preliminary summaries or case law lists while the lawyer still owns strategy and verification.
00:05:30 – The "mental verification" problem: when typing and thinking used to be the same act for lawyers.
00:06:00 – What changes when AI writes the first draft and why verification must become a separate, deliberate step.
00:06:30 – The risk of hallucinated filings and viral stories of fake cases generated by AI. 😬
00:07:00 – Data points showing the profession is adapting, not dying: more lawyers, more bar-required jobs, rising law school interest.
00:07:30 – Revisiting the e‑discovery panic and predictions that predictive coding would wipe out junior associates.
00:08:00 – How cheaper e‑discovery led to an explosion of data and actually increased demand for legal work.
00:08:30 – Introducing Jevons Paradox and why greater efficiency can increase, not decrease, total demand.
00:09:00 – The widened-highway analogy: more lanes, more traffic, and how that maps onto AI in law. 🛣️
00:10:00 – How AI lets small firms tackle big, complex matters and offer more predictable flat-fee pricing.
00:11:00 – Expanding access to legal services for the middle class and why cheaper legal work grows the market.
00:11:30 – Turning to ethics: ABA Model Rule 1.1 on competence and the duty to understand relevant technology.
00:12:00 – The solo's burden: you are the IT department and the innovation committee, all at once. ☕💻
00:12:30 – A practical definition of technological competence for solos and small firms.
00:13:00 – Starting small with AI: summaries, first-draft emails, and extracting checklists from dense legislation.
00:13:30 – AI as the "junior associate you don't have to hire but must supervise" under Rules 5.1 and 5.3.
00:14:00 – Why you remain responsible for AI's output just as you would for a paralegal or junior lawyer.
00:14:30 – The solo's question: Does it really make sense to write a formal AI policy for just one person?
00:15:00 – How a short written AI policy creates hard boundaries before you are stressed and rushed.
00:15:30 – Defining approved uses, high‑review tasks, and absolute "no-go" zones for AI in your practice.
00:16:00 – Model Rule 1.6 on confidentiality and the special risk solo and small firms face with cloud tools.
00:16:30 – Why pasting sensitive client facts into a generic consumer chatbot is an ethical minefield.
00:17:00 – How consumer AI tools tokenize your text and use it to train future models.
00:17:30 – The "megaphone in a public square" analogy for pasting confidential data into public AI tools. 📣
00:18:00 – Moving from megaphones to soundproof vaults: using enterprise modes or legal-specific platforms.
00:18:30 – Why a single data breach can be existential for a solo firm and why clients should care about tool choices.
00:19:00 – Legislative inflation: constant growth in complex rules, norms, and regulations across jurisdictions.
00:19:30 – How AI helps solos track regulatory change, generate client alerts, and update templates in real time.
00:20:00 – Carving out lucrative micro‑niches with AI, such as hyper‑specific regulatory domains.
00:20:30 – Pairing niche expertise with SEO and content marketing so a solo can compete at scale.
00:21:00 – The junior lawyer dilemma: what happens to entry-level training when AI eats the grunt work.
00:21:30 – Why firms still need junior lawyers to build a future bench, not just to type memos.
00:22:00 – What AI fundamentally cannot do: build trust in person, join community events, or create referral networks.
00:22:30 – How automation pushes lawyers toward more human-centric, relationship-focused work. ❤️
00:23:00 – The core conclusion: the real existential threat is the AI-literate competitor down the street, not the robot.
00:23:30 – Treating AI as a supervised junior associate while protecting ethics, productivity, and client outcomes.
00:24:00 – Final reflections: mapping your own "bundle of tasks" and deciding what to offload so you can supercharge yourself. ⚡

RESOURCES

Mentioned in the episode

"AI Won't Replace Solo and Small Firm Lawyers. It Will Supercharge Them" – Editorial by Michael D.J. Eisenberg https://www.thetechsavvylawyer.page/
American Bar Association Model Rule 1.1 – Competence https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/
American Bar Association Model Rule 1.6 – Confidentiality of Information https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
American Bar Association Model Rule 5.1 – Responsibilities of Partners, Managers, and Supervisory Lawyers https://www.thetechsavvylawyer.page/search?q=5.1
American Bar Association Model Rule 5.3 – Responsibilities Regarding Nonlawyer Assistance https://www.thetechsavvylawyer.page/search?q=5.3
Damien Charlotin on AI and legal jobs (referenced argument on AI creating more legal work) https://www.washingtonpost.com/opinions/2026/05/17/ai-isnt-end-legal-profession-its-future/
Jevons Paradox – economic concept on efficiency and increased demand https://en.wikipedia.org/wiki/Jevons_paradox

👉 If this episode helps you think more clearly about AI, ethics, and your own "bundle of tasks," share it with a colleague and subscribe so you never miss a future Tech-Savvy Lawyer deep dive. 🚀

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My next guest is Hamid Kohan, founder of LegalSoft and LawPractice.ai, and one of the most practical voices on applying AI inside real-world law firms.🧠 He joins me to break down how firms can move beyond the "we've done it this way for 40 years" mindset, modernize their tech stack, and start using AI today without taking on unnecessary risk.

Join Hamid and me as we discuss the following three questions and more!

What are the top three ways law firms can integrate AI using solutions like LegalSoft and LawPractice.ai into their intake, case management, and document workflows to improve efficiency and accuracy?
From your work directly with law firms, what are the top three challenges lawyers face in adopting AI, and how can they overcome them to modernize their practice?
Looking ahead, what are the top three emerging technologies beyond AI that attorneys should start exploring today to stay competitive in the legal industry?

In our conversation, we cover the following

00:00 – Welcoming Hamid and overview of his tech-heavy environment
00:30 – Why his team is 90% Mac while he stays on PC and Android
01:10 – Running a pure cloud and SaaS setup with no true desktop environment
02:00 – Treating devices as "Uber" to the web and why local power matters less
02:30 – Hardware choices: HP PC, massive Samsung monitors, and 60+ browser tabs as a to‑do list
03:30 – Working across 12 entities and using tabs to monitor departments and initiatives
04:00 – Living in Google Chrome and managing resource usage for heavy browser workflows
04:40 – Chrome extensions Hamid relies on: Adobe, malware protection, McAfee, offline document tools
05:20 – Why he uses Chrome's built-in password manager
05:40 – Android Samsung smartphone and keeping mobile simple
06:00 – Question 1: top three ways to integrate AI into intake, case management, and document workflows
06:20 – How legal is "stuck in the past" and why Hamid saw law firms as a scaling opportunity
07:10 – From CRMs and workflows to KPIs: the pre‑AI foundation for scaling law firms
07:40 – The "sky dropped" moment when AI hit the legal industry
08:10 – Vendor noise, "Me Too AI," and why vertical, single‑purpose AI tools overwhelm firms
08:50 – Why multi-solution AI platforms (like LawPractice.ai) will ultimately win
09:20 – Why firms must start using AI now instead of waiting for perfection
09:50 – Where lawyers should start with AI: document collection as a low‑risk entry point
10:30 – Using AI to automate document requests via SMS, email, and calls
11:00 – AI document summary that checks whether a client sent the correct document
11:40 – Why AI collection and summaries are "risk-free" compared to AI drafting
12:10 – Using AI for document chronologies and conservative workloads
12:40 – Explaining LegalSoft: global virtual staffing for law firms across eight countries
13:30 – How virtual legal staff can cut overhead by up to 75% for firms
14:20 – Why Hamid launched LawPractice.ai to AI‑enable both law firms and LegalSoft's 4,000 professionals
15:10 – Question 2: the top three challenges lawyers face when adopting AI
15:30 – Challenge 1: finding the right AI tool in a crowded, noisy market
16:00 – Challenge 2: underestimating implementation, training, and real‑world usage
16:20 – Case example: an employment firm that changed its view of AI after proper training
17:10 – Challenge 3: signing long-term AI contracts before proper testing
17:30 – Why firms should insist on "try before you buy" pilot periods
18:00 – Making AI usage mandatory to avoid adoption resistance inside the firm
18:40 – Parallels with CRMs like Clio, Filevine, and CasePeer and partial user adoption
19:20 – How poor CRM data entry disrupts the entire legal workflow
20:00 – Question 3: "beyond AI" tech and why Hamid says it's "AI, AI, AI" for now
20:30 – The real three "emerging tech" priorities: selecting, implementing, and integrating AI
21:00 – Why locking into long-term tech contracts is risky in a fast-moving AI landscape
21:30 – The trap of attractive multi‑year discounts and what firms should watch for
22:00 – Where listeners can find Hamid and book a one‑on‑one through LegalSoft

Resources

Connect with Hamid
- Website: LegalSoft – legalsoft.com 🌐
- Website: LawPractice.ai – lawpractice.ai 🤖
- LinkedIn: Hamid Kohan (personal profile) - https://www.linkedin.com/in/hamid-kohan-0367276/ 🔗
- LinkedIn: LegalSoft company page - https://www.linkedin.com/in/hamid-kohan-0367276/ 🔗

Mentioned in the episode

- How to Scale Your Stupid Law Firm – book page (example listing) https://www.abebooks.com/9781955242363/Scale-Stupid-Law-Firm-Kohan-1955242364/plp
Hardware mentioned in the conversation
Android Samsung smartphone – Samsung Galaxy phones overview https://www.samsung.com/us/mobile/phones/all-phones/
HP PC laptop/desktop (Hamid's primary computer) – HP consumer laptops & desktops starting point https://www.hp.com/us-en/home.html
Samsung monitors, including large ultrawide / 62–75 inch displays – Samsung ultrawide monitors https://www.samsung.com/us/computing/monitors/ultra-wide/
Software & Cloud Services mentioned in the conversation
Adobe Chrome extension – Adobe Acrobat PDF browser extension https://www.adobe.com/acrobat/pdf-viewer-extension.html
Amazon Web Services (AWS) for cloud infrastructure – AWS homepage https://aws.amazon.com
CasePeer (legal CRM / practice management) – CasePeer overview (representative legal CRM article) https://www.casepeer.com/
Chrome built‑in password manager – Chrome password manager info (via browser help path) https://chromeenterprise.google/download/
Clio (legal practice management / CRM) – Clio homepage https://www.clio.com
Filevine (legal case management platform) – Filevine legal case management page https://www.filevine.com/platform/case-management-software/
Google Chrome browser – https://www.google.com/chrome/browser-tools/
HubSpot CRM and marketing automation (core operational platform) – HubSpot homepage https://www.hubspot.com
Malware protection extensions and McAfee tools – McAfee antivirus / security suite https://www.mcafee.com/en-us/antivirus.html

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📌 To Busy to Read This Week's Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we unpack how AI note takers and "always-listening" devices can quietly route client secrets to third-party vendors, why that matters under the ABA Model Rules, and how a 2026 federal decision out of the Southern District of New York turned one defendant's AI chats into discoverable evidence. Whether you are a solo practitioner, in-house counsel, or a tech-curious professional in another field, this conversation will help you balance convenience with confidentiality and avoid turning your favorite AI assistant into your biggest evidentiary risk.

👉 Before your next client meeting, listen to this episode, check out our editorial, and run your current AI tools through the checklist we outline—then subscribe and share with a colleague who is still "just trusting the app." 🎧

In our conversation, we cover the following:

00:00 – The "ambient microphone" problem: phones, smart speakers, wearables, and connected cars as a continuous surveillance layer around client conversations.
01:00 – How technology competence has shifted from locking file cabinets to understanding data custody, cloud routing, and API-driven services.
02:30 – What makes AI note takers like HeyPocket different from passive telemetry and why capturing the spoken "payload" changes the threat model.
04:00 – The invisible "third party in the room": routing privileged audio through external AI models and the malpractice risk of default "Allow" clicks.
05:30 – Applying ABA Model Rules 1.1 and 1.6 to AI workflows: competence, confidentiality, and "reasonable efforts" in a world of automated transcription.
07:00 – Risk-based analysis from ABA Formal Opinions 477R and 498: weighing sensitivity, likelihood of disclosure, and available safeguards before using AI.
08:30 – Why secretly recording clients or opponents with AI tools can implicate Rule 8.4(c), even in one‑party consent jurisdictions.
10:00 – Inside United States v. Heppner (SDNY 2026): how public generative AI platforms destroyed privilege and work-product protections for a criminal defendant.
12:00 – How AI training and tokenization work, why "military‑grade encryption" does not save privilege if terms of service allow internal data use.
14:00 – Treating every AI note taker like an outsourced e‑discovery vendor: NDAs, retention policies, security audits, and data destruction timelines.
16:00 – Practical minimization strategies: defaulting to no recording, segmenting AI-generated content by matter, and restricting access via role‑based controls.
17:30 – Establishing bright-line "no‑AI" categories (criminal defense, internal investigations, sensitive family/immigration, high‑value trade secrets).
18:30 – Counseling clients not to "prep their case" with public chatbots after Heppner and why this is now part of competent representation.
19:30 – Building a simple vendor-vetting checklist for law firms and professional practices adopting AI note takers.
20:00 – Looking ahead: when failure to use secure, vetted AI may itself become a competence issue due to inefficiency and overbilling.
21:00 – Rethinking privilege in a world where an algorithmic "third party" is always in the room and devices are never truly off

RESOURCES

Mentioned in the episode

ABA Formal Opinion 477R – "Securing Communication of Protected Client Information" – https://www.americanbar.org/products/ecd/chapter/348777154/
ABA Formal Opinion 498 – "Virtual Practice" – https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-498.pdf
ABA Model Rules of Professional Conduct – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduc
Pocket / HeyPocket AI note-taking platform – https://heypocket.com/
United States v. Heppner, S.D.N.Y. 2026 – https://storage.courtlistener.com/recap/gov.uscourts.nysd.652138/gov.uscourts.nysd.652138.27.0.pdfHardware mentioned in the conversation

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My next guest is Alan Klevan, a veteran personal injury lawyer and Chair of the ABA Law Practice Division's Legal Technology Resource Center (LTRC), known for running one of the first paperless practices in New England and for his clear-eyed approach to AI in law. In this live episode recorded at the ABA Spring Conference in San Diego, Alan and I dig into how solos and small firms can use AI, case management platforms, hardware, and workflows to practice more efficiently while honoring their ethical duties and protecting client confidentiality.

Join Alan Klevan and me as we discuss the following three questions and more!

What are the top three ways Alan uses AI and other tech tools to control discovery and document management at scale, protect client confidentiality, and communicate complex case progress to clients who only care that it is accurate and on time?
As Chair of the ABA Law Practice Division's Legal Technology Resource Center, what top three technology practices does Alan wish every small or solo lawyer would adopt in the next 12 months?
What were the three most important technology decisions Alan made early in his career around paperless workflows, practice management, automation, and AI‑powered research—and how can today's practitioners follow that lead?

In our conversation, we covered the following

[00:00:00] Live from the ABA Spring Conference in San Diego, introducing Alan Klevan and the setting of the conversation 🌴
[00:00:30] Alan's mirrored bi‑state setup: two Lenovo i7 laptops in Massachusetts and Florida, dual 24" HP HD monitors, two ScanSnap iX1600 scanners, laser printers, and Microsoft OneDrive syncing between offices 💻📠
[00:01:10] Traveling with a third "road warrior" Lenovo laptop, iPhone as primary smart device, and using the reMarkable 2 tablet for handwritten notes that sync into client and ABA files ✍️
[00:01:45] Early impressions of the Plaud (AI wearable) device, background-noise muting, and why Alan limits it to non‑critical meetings due to privilege concerns 🎧
[00:02:20] Judicial skepticism about AI recording tools in court; motion practice, privilege issues, and a New York judge flatly banning AI recorders in the courtroom 🚫
[00:03:10] AI hallucinations in legal practice, roughly 1,300 known hallucination incidents, and why the real problem is lawyers not checking citations—highlighted by a recent Oregon sanctions case 💸
[00:04:00] The Oregon lawyer who tried to "fix" hallucinated citations with a motion to refile instead of candor to the court and opposing counsel, and how that became a fraud‑on‑the‑court issue under the Oregon Rules of Professional Responsibility
[00:04:45] Using Google Scholar as an AI‑prompting "hack" to verify every citation and case suggested by AI tools 🔍
[00:05:20] Question 1 restated: top three ways Alan uses AI and tech to (1) control discovery, (2) protect confidentiality and ethical duties, and (3) communicate complex case progress to clients
[00:05:45] Drafting AI and social media policies directly into contingency‑fee agreements so clients do not post about their case or use open‑source AI on case‑related issues 📜
[00:06:30] Hepner and Warner: open‑source vs enterprise AI, attorney–client privilege, work product concerns, and emerging discoverability questions for public‑facing AI platforms
[00:07:20] Trap for the unwary: why Alan insists clients notify him before using AI on their case and why he prefers enterprise versions of AI for better protection and governance 🧠
[00:08:10] The Nippon life Insurance case: client uploads attorney communications into ChatGPT, asks if her lawyer is gaslighting her, then files 44 AI‑drafted motions—raising product liability and disclaimer questions for AI vendors 🏛️
[00:09:30] Court pushback on AI disclaimer language, defective product theories, and the infancy of AI‑related legal liability
[00:10:10] Alan's big personal‑injury "Aaron Brockovich‑type" case with a deep‑pocket defendant and using AI to level the playing field on litigation management and motion practice ⚖️
[00:11:00] Feeding facts, parties, defense counsel names, and pleadings into a case management system with a built‑in, highly accurate legal AI component (VL) and generating 50‑state case research for negligent infliction of emotional distress claims 📂
[00:12:00] Running the same matter through two AI platforms (case management AI and Claude) to compare outputs, reduce hallucination risk, and mold responses to Alan's writing style and Massachusetts practice
[00:13:00] Using Claude (enterprise tier) to draft an opposition to a motion to dismiss seven emotional‑distress claims, followed by manual review and cross‑checking in the case management AI—leading to the defendant's motion being denied ✅
[00:14:15] Alan's process for verifying AI outputs: second set of "AI eyes," Google Scholar citation checks, and lawyer‑level review of every filing
[00:15:00] Advice for new attorneys: try AI platforms before buying, choose a tool that fits your workflow, avoid shiny‑object syndrome, and do not over‑commit to annual plans while the market is moving fast 🧩
[00:16:00] Michael's caution about yearly plans, vendor lock‑in, and ensuring your data is nimble enough to move between AI platforms without costly migrations
[00:16:45] Alan's rule: do not chase every AI; become a master of one platform, learn it deeply, and resist the temptation to constantly switch 🧠
[00:17:10] Both hosts stress "review, review, review"—AI as a law librarian or 3L intern, not as your practicing lawyer, and the concept that AI does not have a JD 🎓
[00:18:00] Anecdote from 1990: Alan is sent to court unprepared, gets sent out of the courtroom to learn his file, and how that story frames his modern view of AI oversight and responsibility
[00:19:10] Question 2: as LTRC Chair, Alan's top three technology practices every small or solo lawyer should adopt in the next 12 months
[00:19:30] Tech Practice #1: invest in a fast machine (Windows or Mac) with as much RAM and storage as you can reasonably afford, and strip the "crapware" off box‑store Windows machines 🖥️
[00:20:10] Discussion of Apple vs Windows pricing, the need for more than 16 GB of RAM, multi‑core processors, and why Alan buys Lenovo laptops with 32 GB RAM and expects 3–4 year laptop lifespans 💾
[00:21:30] Backups and storage: redundant cloud backups, redundant hard drives, using external 5 TB drives from Staples, and keeping active machines "clean" for better AI performance
[00:22:30] Tech Practice #2: immerse yourself in what is happening with AI and law practice, become a master of one AI platform, and continuously read ethics and disciplinary decisions about AI use 📚
[00:23:15] Tech Practice #3: your head is your most important piece of technology—using judgment, stepping back to assess risks, and making sure anything submitted to court or client is accurate
[00:24:00] Economic access, hardware costs, and why Alan still believes lower‑resource attorneys can get workable hardware by being strategic about purchases, specs, and lifecycles
[00:25:10] Michael's storage philosophy: lots of local SSD, multiple backups, and revisiting older briefs and arguments (e.g., mailbox‑rule analysis) to build new work more efficiently
[00:26:10] Disk space versus backup strategy, internal vs external drives, cloud vs local files, and disaster recovery considerations
[00:27:20] Question 3: top three early technology decisions Alan made around paperless practice, automation, and AI‑powered research
[00:27:40] Answer #1: going fully paperless in 2005—the first paperless practice in New England—and eliminating almost all postage costs by sending encrypted electronic communications and demand packages ✉️
[00:28:15] Answer #2: becoming a power‑user of Adobe Acrobat and PDF workflows so he can respond to massive production requests (e.g., 10,000 pages) in seconds instead of hours 📑
[00:29:00] Answer #3: adopting case management platforms with AI‑driven workflows that automatically assemble record requests, HIPAA authorizations, and certifications for medical providers
[00:29:45] Dusty hardware: why Alan's printer and ScanSnap are seeing less use, yet scanners remain necessary for partners who still prefer paper and non‑electronic delivery 🖨️
[00:30:20] Michael's own shrinking paper consumption, stamps.com, and transitioning to PDF‑based workflows with secure electronic delivery
[00:31:00] Adobe Acrobat as "gold standard" for lawyers, why every attorney must understand PDFs deeply, and Alan's "learn it, love it, live it" mantra 📄
[00:31:40] Bonus segment: what the ABA Legal Technology Resource Center (LTRC) is, its role as a "delivery board," and how it serves both the Law Practice Division and the broader ABA membership 🏛️
[00:32:20] LTRC's four pillars of law practice management—marketing, technology, practice, and finance—and how it delivers content via Law Technology Today, webinars, podcasts, and roundtables
[00:33:10] 2024–25 LTRC theme: AI‑centric content from intake through trial, and why Alan believes LTRC may become the ABA's most important board for practitioners navigating AI
[00:34:00] Using AI for law‑firm marketing, content creation, case‑law recaps, and SEO—along with warnings about legal advice, PII, and AI‑generated "SEO articles" that sound inauthentic
[00:35:00] Call to action: join the ABA Law Practice Division and LTRC, become one of roughly 30 tech‑focused thought leaders, and help shape AI guidance for the profession 🙌
[00:36:00] Where to find Alan: why he is minimizing social presence during a major move and high‑stakes case, and the best way to reach him on LinkedIn

Hardware mentioned in the conversation

Fujitsu ScanSnap iX1600 scanners – https://www.pfu-us.ricoh.com/scanners/scansnap/ix1600
HP HD monitors – https://www.hp.com/us-en/shop/slp/hp-monitors/hp-series-3-pro?jumpid=ma_accy_button_na_2_260304
HP LaserJet printers – https://www.hp.com/us-en/shop/vwa/printers/prnttyp=Laser?jumpid=ma_pr_featured_na_1_250511
iPhone – https://www.apple.com/iphone
Lenovo laptops – https://www.lenovo.com/us/en/laptops/
Mac mini – https://www.apple.com/mac-mini
reMarkable 2 tablet – https://remarkable.com/store/remarkable-2

Software & cloud services mentioned

Adobe Acrobat – https://www.adobe.com/acrobat
ChatGPT – OpenAI ChatGPT – https://chatgpt.com
Claude – Anthropic Claude – https://www.anthropic.com/claude
Dropbox – https://www.dropbox.com
Microsoft OneDrive – https://www.microsoft.com/en-us/microsoft-365/onedrive/online-cloud-storage
Stamps.com – https://www.stamps.com
Zoom – https://zoom.us

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we break down our April 20, 2026, Tech‑Savvy Lawyer editorial on how a global DRAM shortage and AI data center demand are driving up PC prices, pushing many legal professionals toward Apple hardware, and redefining what technological competence really means. We explore how unified memory, on‑device AI, and long‑term support lifecycles are changing the Mac vs. Windows calculus, and why "cheap but weak" laptops may now create serious competence and confidentiality risks for your clients.

In our conversation, we cover the following:

00:00 – Why upgrading your work laptop in 2026 feels like buying a luxury vehicle, not a routine office expense.
00:45 – Setting the stage: a "seismic shift" in hardware pricing hitting professional industries, with a focus on the legal field.01:30 – Introducing Michael D.J. Eisenberg's Tech‑Savvy Lawyer editorial and its core thesis about a tech hardware crisis.
02:15 – The global DRAM crunch: how AI data centers are buying up memory like airlines hoard jet fuel, and why PC OEMs are getting squeezed.
03:30 – Microsoft's April 2026 Surface price hikes and the end of the "Windows is cheaper" assumption for law firms.
05:15 – The "value inversion": when high‑end Windows laptops now cost more than roughly comparable MacBooks.
06:30 – Why this isn't a normal tech price cycle and how it breaks 20 years of corporate IT purchasing assumptions.
07:15 – Apple's structural advantage: vertical integration, unified memory, and shielding itself from spot‑market DRAM volatility.
08:30 – The M‑series (M5) advantage: performance per watt, thermal behavior, battery life, and running local AI plus heavy legal workloads.
09:45 – Yes, Apple prices are rising too—why the relative "security‑to‑cost" and performance story still favors Macs for many professionals.
10:45 – When "cheap but weak" hardware crosses the line: connecting underpowered laptops to ABA Model Rule 1.1 (competence) and Comment 8 on tech competence.
12:00 – From annoyance to ethical exposure: how sluggish systems cripple eDiscovery, AI‑driven research, and document automation.
13:00 – Why laptop purchasing is now core client‑service strategy, not just a back‑office procurement task.
13:45 – On‑device vs. cloud AI: where computation happens, why that matters, and how it ties into ABA Model Rule 1.6 (confidentiality).
14:30 – The role of Apple's Neural Engine and local processing in reducing reliance on external AI APIs and third‑party servers.
15:30 – Clarifying the security nuance: Windows is not inherently less secure, but comparable on‑device AI capability often costs more.
16:30 – Redefining security in 2026: it's not just antivirus and passwords; it's where the AI thinking physically happens.
17:15 – Building a documented purchase matrix: price, performance, storage, memory, security, lifecycle, and critical software compatibility.
18:15 – When you can't leave Windows: legacy legal software, state e‑filing systems, and the hidden costs of moving to macOS.
19:00 – Survival strategies for Windows‑locked practices: non‑Surface OEMs, staggered refresh cycles, and buying fewer but higher‑quality machines.
19:45 – Treating laptops as long‑term infrastructure instead of disposable commodities.
20:15 – Big‑picture recap: DRAM shortages, unified memory, ethical duties, and shifting hardware norms in law practice.
20:45 – The closing question: will AI‑driven hardware requirements quietly raise the price of access to justice?

RESOURCES

Mentioned in the episode

ABA Model Rule 1.1 – Competence – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/
ABA Model Rule 1.6 – Confidentiality of Information – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/

Hardware mentioned in the conversation

Microsoft Surface Pro (2026 lineup) – https://www.microsoft.com/surface
Microsoft Surface Laptop (2026 lineup) – https://www.microsoft.com/surface
Apple MacBook Air (M‑series) – https://www.apple.com/macbook-air/
Apple MacBook Pro (M‑series) – https://www.apple.com/macbook-pro/
Apple "MacBook Neo" (M5‑class device referenced in editorial context) – https://www.apple.com/mac/

Software & Cloud Services mentioned in the conversation

eDiscovery / AI‑driven review platforms (category reference) – https://www.logikcull.com / https://relativity.com (illustrative vendors)
AI‑driven legal research tools (category reference) – https://casetext.com / https://www.lexisnexis.com / https://www.westlaw.com (illustrative vendors)
Complex document automation (category reference) – https://www.lawyaw.com / https://www.smokeball.com (illustrative vendors)
Parallels Desktop (virtualization for Windows on Mac) – https://www.parallels.com
Remote desktop / virtual desktop infrastructure (VDI) tools (category reference) – https://www.teamviewer.com / https://azure.microsoft.com/en-us/products/virtual-desktop (illustrative)

If you want your next laptop purchase to strengthen—not weaken—your ethical obligations, client security, and AI‑powered workflows, hit play now and learn how to build a smarter, future‑proof hardware strategy. 🎧💡

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This special episode features the audio‑only release of an ABA TECHSHOW 2026 panel I was excited to be part of: "Podcasting for Lawyers: The Truth Behind the Mic," with moderator Ruby Powers and fellow panelists Gyi Tsakalakis and Stephanie Everett. 🎧 Instead of our usual one‑on‑one format, you will hear a live, conference‑style conversation about how lawyers can use podcasting, video, and modern legal technology to build authority, strengthen client and referral relationships, and stay aligned with legal‑ethics and professionalism rules.

Join Ruby, Gyi, Stephanie, and me as we discuss the following three questions and more!

How can lawyers design and sustain a podcast that supports their practice goals and speaks to a clearly defined audience?
What practical tech stacks—microphones, recording platforms, hosting services, and workflow tools—are realistic for busy attorneys and legal professionals?
How do podcasting, video, and short‑form content contribute to SEO, GEO, and long‑term business development for law firms?

In our conversation, we cover the following

00:00 – Welcome to ABA TECHSHOW 2026 and introduction of the panel: Ruby Powers (moderator), Gyi Tsakalakis, Stephanie Everett, and Michael D.J. Eisenberg. 🎙️
02:00 – Each panelist explains their podcast, ideal listener, and why they chose podcasting as a medium.
06:00 – Publishing cadence: weekly, bi‑weekly, and how consistency drives listener trust and download growth.
10:00 – Adding video and YouTube to audio‑only shows and how video clips improve discovery on social media.
14:00 – DIY production vs. using producers, internal teams, or podcast networks, including time and cost trade‑offs.
18:00 – Core tech stacks in practice: microphones, Zoom, Riverside, StreamYard, Descript, Libsyn, Calendly, Buffer, and other essentials. 💻
24:00 – Guest selection, outreach, and sound checks; when to decline an appearance or reschedule due to poor audio or bad fit.
30:00 – Using podcast hosting analytics and social‑platform insights to understand who is listening and what resonates.
35:00 – Podcasting as networking and "virtual coffee": building relationships with lawyers, experts, and vendors. ☕
40:00 – SEO and GEO benefits: how episodes create long‑tail visibility in search, and why attribution still matters.
45:00 – Ethics and professionalism: confidentiality, bar‑advertising rules, disclaimers, and avoiding client‑identifying facts. ⚖️
52:00 – Final advice for lawyers on the fence about starting a podcast and how to improve with each episode instead of waiting for perfection.

RESOURCES

Connect with the panel

ABA TECHSHOW 2026 session: "Podcasting for Lawyers: The Truth Behind the Mic" – https://www.techshow.com/sessions/podcasting-for-lawyers-the-truth-behind-the-mic/
Gyi Tsakalakis – Lunch Hour Legal Marketing – https://lunchhourlegalmarketing.com
Ruby Powers – Power Strategy Group – https://powersstrategygroup.com 😊
Stephanie Everett – Lawyerist / The Lawyerist Podcast – https://lawyerist.com

Mentioned in the episode (non‑hardware / non‑software)

ABA TECHSHOW – https://www.techshow.com
Clio Cloud Conference – https://www.cliocloudconference.com
The Lawyers' Guide to Podcasting by Michael D.J. Eisenberg – https://www.amazon.com/dp/B0GGX32DZH?ref=cm_sw_r_ffobk_cp_ud_dp_03CBA2XX7NC03AP4K2DK&ref_=cm_sw_r_ffobk_cp_ud_dp_03CBA2XX7NC03AP4K2DK&social_share=cm_sw_r_ffobk_cp_ud_dp_03CBA2XX7NC03AP4K2DK&bestFormat=true 📘
Podcast Movement - https://podcastmovement.com/
Podfest Expo - https://podfestexpo.com/
Power Up Your Practice by Ruby Powers – https://powerupyourpractice.com/
Prenups.com – https://www.prenups.com

Hardware mentioned in the conversation

PlexiCam camera mount – https://www.plexicam.com
Shure MV7 microphone – https://www.shure.com/en-US/products/microphones/mv7 🎙️

Software & Cloud Services mentioned in the conversation

Buffer – https://buffer.com
Calendly – https://calendly.com
Descript – https://www.descript.com
Facebook – https://www.facebook.com
GarageBand – https://www.apple.com/mac/garageband
Libsyn (podcast hosting) – https://libsyn.com
LinkedIn – https://www.linkedin.com
Riverside – https://riverside.fm
StreamYard – https://streamyard.com
YouTube – https://www.youtube.com
Zoom – https://zoom.us

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My next guest is Ross Guberman — founder of BriefCatch, nationally recognized legal writing trainer, and author of several acclaimed books on persuasive legal writing. Ross has trained thousands of lawyers and judges across the country. After years of teaching the craft of legal writing, he channeled that expertise into building BriefCatch — a purpose-built AI writing tool that lives right inside Microsoft Word and Outlook, scanning your legal documents using roughly 17,000 rules to help you write cleaner, sharper, and more persuasive work product. Whether you're a solo practitioner or part of a large firm, Ross brings insights that are immediately practical — no matter your tech comfort level. 🚀

Join Ross Guberman and me as we discuss the following three questions and more!

🏆 From your vantage point — having trained thousands of lawyers and judges and now running BriefCatch — what are the top three ways lawyers can leverage AI-driven writing tools like BriefCatch inside Word and Outlook to measurably improve the quality and persuasiveness of their briefs without sacrificing their own voice or judgment?
⚖️ For a tech-curious but time-strapped practitioner, what are the top three everyday workflows beyond traditional brief writing where lawyers are leaving the most value on the table by not using tools like BriefCatch and other legal tech?
🔮 Looking ahead five years, what are the top three technology competencies every lawyer must develop — not just "nice to have" skills — to collaborate effectively with AI, stay ethically compliant, and turn technology into a genuine competitive advantage rather than a source of risk?

In our conversation, we cover the following:

[00:30] 💻 Ross's current tech setup — MacBook Pro M4 Max, macOS, and iPhone 16
[01:30] 🔄 Why keeping your OS updated matters — security and performance
[03:00] 🖥️ External monitors, portable screens, and traveling with tech
[07:00] 📱 Using your iPad as an external monitor via Apple Sidecar
[08:30] 🎪 Bonus Question #1 - Ross's experience in the ABA TECHSHOW Startup Alley
[11:00] ✍️ Question #1 — Top 3 ways to use AI writing tools to improve briefs without losing your voice
[12:00] 🧑‍⚖️ Using AI to role-play as a skeptical judge or opposing counsel to pressure-test your brief
[13:00] 📊 Transforming fact sections into timelines and case law into comparison charts
[14:00] 📝 Using AI as a self-check for hyperbole, redundancy, and tone
[15:30] 📲 How judges now read briefs on iPads — and what that means for your writing style
[17:00] 📂 Using Text Expander to store and deploy your best prompts
[18:30] 🎙️ Google Notebook LLM as a learning and podcast creation tool
[20:00] 🧩 Bonus Question #2 — What is BriefCatch and why use purpose-built legal AI over general tools?
[21:00] 🚀 The origin story of BriefCatch — from side hustle in 2018 to funded legal tech startup
[22:30] ⚙️ Workflow, ethics rules, and attorney-specific conventions — why legal-specific AI wins
[24:30] 📋 Question #2 — Top 3 underused everyday workflows for lawyers using AI
[25:00] 📧 Using AI with your email to surface unanswered messages and unresolved threads
[25:45] 📁 Mining your past work product for patterns, style, and reusable language
[26:30] 📅 Having AI review your calendar and correspondence for efficiency insights
[27:00] 🔒 Data privacy, security settings, and the risks of default AI configurations
[28:30] 🏛️ New York State's data protection approach and what more states should do
[29:30] 🤖 Question #3 — Top 3 technology competencies every lawyer must master in the next five years
[30:00] 🧠 Understanding how LLMs actually "think" — reading the AI's reasoning chain
[30:45] 🖊️ Making AI output sound like you — the human voice in an AI-generated world
[31:30] 🔧 Integrating AI into your daily workflow while preserving human judgment
[32:00] 👏 Closing thoughts and where to find Ross and BriefCatch

Resources

🔗 Connect with Ross Guberman

📧 Email: ross@briefcatch.com
🌐 Website: https://www.briefcatch.com
💼 LinkedIn: Search "Ross Guberman" on LinkedIn at https://www.linkedin.com

📌 Mentioned in the Episode

🎤 ABA TECHSHOW — Annual legal technology conference hosted by the American Bar Association: https://www.techshow.com/
🎤 ABA TECHSHOW Startup Alley — Competition for early-stage legal tech startups at ABA TECHSHOW: https://www.techshow.com/sessions/startup-alley/
⚖️ Anthropic / Defense Department data privacy discussion — https://time.com/article/2026/03/16/your-data-pentagon-battle-with-anthropic/
🗒️ Google Notebook LLM — AI-powered note-taking and audio podcast generation tool: https://notebooklm.google.com
📰 Legal Week New York — Premier legal industry conference: https://www.event.law.com/legalweek
🎙️ Mac Geek Gab Podcast (Dave Hamilton, Pilot Pete & Adam Christiansons): https://www.macgeekgab.com
🎙️ Mac Power Users Podcast (David Sparks): https://www.relay.fm/mpu
🌐 MacRumors.com Buyer's Guide — Track Apple product release cycles before you buy: https://buyersguide.macrumors.com
📝 Text Expander — Text snippet and macro expansion tool for power users: https://textexpander.com

🖥️ Hardware Mentioned in the Conversation

📟 Apple iPad — https://www.apple.com/ipad/
📱 Apple iPhone 16 — https://www.apple.com/iphone-16/
💻 Apple MacBook Pro 16" (2024, M4 Max chip) — https://www.apple.com/macbook-pro/
⌚ Apple Watch — mentioned (Ross humorously declines to use one): https://www.apple.com/apple-watch/

☁️ Software & Cloud Services Mentioned in the Conversation

🍎 Apple macOS Tahoe (latest OS at time of recording): https://www.apple.com/macos/
🪟 Apple Sidecar — Built-in macOS feature for using iPad as external display: https://support.apple.com/en-us/HT210380
✍️ BriefCatch — AI-powered legal writing tool for Word and Outlook: https://www.briefcatch.com
🤖 ChatGPT (OpenAI) — https://chat.openai.com
🤖 Claude (Anthropic) — https://claude.ai
🎧 Descript — Audio/Video editing tool used by the host for podcast production: https://www.descript.com
📧 Gmail — https://mail.google.com
📓 Google NotebookLM — https://notebooklm.google.com
🛠️ GitHub — Code repository mentioned as part of BriefCatch's tech stack: https://github.com
📨 Microsoft Outlook — https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook
🪟 Microsoft Word — https://www.microsoft.com/en-us/microsoft-365/word
🐍 Python — Programming language referenced by Ross in context of BriefCatch's development — https://www.python.org/
🗒️ Text Expander — https://textexpander.com

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My next guest is Nick Cohen, Chief Operating Officer of Matador Solutions — a legal marketing think tank and agency — and a newly minted partner at Cohen Injury Law Group. Nick brings a rare dual perspective: he lives the daily grind of running a law firm AND helps over 170 firms across the country use technology and marketing strategy to grow their practice. With more than $1 billion in case value generated for clients, Nick knows what separates the law firms that thrive from the ones that spin their wheels. 🚀

Whether you are just hanging out your shingle or you have been practicing for years and feel overwhelmed by the alphabet soup of SEO, GEO, PPC, and AI, this episode breaks it all down in plain language. Nick shares actionable steps — some of which cost nothing — to help your firm show up where your next great client is already looking. ⚖️

Join Nick Cohen and me as we discuss the following three questions and more!

🤔 What are the top three ways a small or mid-size law firm can leverage AI-driven search — like Google AI Overviews and ChatGPT — to reliably generate better cases, not just more clicks?
💡 For firms that feel overwhelmed by SEO, paid search, and social media, what are the top three pieces of marketing technology or automations they should implement first to turn their website into a true new case acquisition system?
🏆 Looking across $1 billion+ in case value generated for over 170 law firms, what are the top three technology habits the most successful firms share — and what are their less successful peers simply not doing?

In our conversation, we cover the following:

[0:00] 🎤 Introduction & five-star review shoutout
[0:45] 👨‍💼 Nick's background: Matador Solutions, Cohen Injury Law Group, and tech stack overview (Jira, Google Suite, Claude, ChatGPT, WordPress, Slack)
[1:30] 💻 Hardware setup: MacBook Pro M4, desktop, HDMI monitor — what Nick runs on daily
[3:00] 📱 iPhone, planned obsolescence, and the Apple ecosystem slowdown conversation
[4:00] ❓ Question 1: Leveraging AI-driven search (Google AI Overviews, ChatGPT) to get better cases — not just traffic
[5:00] 🔍 GEO vs. SEO explained — what is Generative Engine Optimization and why it matters for your law firm right now
[6:30] 📖 The difference: SEO = Google ranking; GEO = getting cited by ChatGPT, Claude, Perplexity, and Grok
[8:00] 🤖 Schema markup, robots.txt, and opening your website to LLM crawlers — practical steps any firm can take
[9:00] 📋 Attorney directory listings (Avvo, Super Lawyers, FindLaw) — are they worth the money in 2026?
[10:30] ✍️ Tip #2: High-quality thought leadership content as a GEO and SEO powerhouse
[11:30] ⭐ Tip #3: Reviews, reviews, reviews — the single highest-ROI, zero-cost activity for any law firm
[12:00] 📲 The "one-click review link" strategy: why text beats email every time
[13:00] 😬 How to handle negative reviews — call first, respond professionally, and why a 4.9 rating beats a perfect 5.0
[15:00] ❓ Question 2: Top three marketing tech tools/automations for overwhelmed firms — CallRail, case management software, and understanding your channels
[17:30] ❓ Question 3: The technology habits that separate high-growth firms from stagnant ones — intake systems, engagement, and growth mindset
[19:30] 🗺️ How Matador Solutions walks a brand-new firm from zero to a steady stream of cases — step by step
[22:00] 📬 Where to find Nick Cohen

Resources

🔗 Connect with Nick Cohen

📧 Email: nick@matadorsolutions.net
💼 LinkedIn: https://www.linkedin.com/in/nickecohen/
🌐 Website: matadorsolutions.net

📚 Mentioned in the Episode (Non-Hardware / Non-Software)

🎙️ Apple Podcasts — podcasts.apple.com ⚖️ Matador Solutions — Legal marketing agency — matadorsolutions.net
📋 Avvo — Attorney directory — avvo.com
⚖️ Cohen Injury Law Group — Nick's law firm — https://cohenandcohen.net/⭐ Facebook Reviews — facebook.com
📊 GEO (Generative Engine Optimization) — The emerging discipline of optimizing for AI-driven search engines
⭐ Google Reviews — google.com/business
📋 FindLaw — Attorney directory — findlaw.com
📋 Super Lawyers — Attorney directory — superlawyers.com
⭐ Yelp — yelp.com

💻 Hardware Mentioned in the Conversation

📱 Apple iPhone 15 — Nick's smartphone (approximate model) — apple.com/iphone
📱 Apple iPhone (latest, annual upgrade) — Michael's smartphone — apple.com/iphone
🖥️ Apple Mac Studio (M3 chip) — Michael's desktop — apple.com/mac
🖥️ Apple MacBook Pro (M4 chip) — Nick's primary laptop — apple.com/macbook-pro

☁️ Software & Cloud Services Mentioned in the Conversation

📞 CallRail — Call tracking & marketing ROI — callrail.com
🤖 ChatGPT (OpenAI) — AI assistant & AI search — chatgpt.com
🤖 Claude (Anthropic) — AI assistant — claude.ai
🤖 Google AI Overviews — AI-powered search summaries — google.com
📊 Google Business Profile — Local SEO & reviews — business.google.com
🔍 Google Workspace / Google Suite — Productivity & search — workspace.google.com
🤖 Grok (xAI) — AI assistant — x.ai/grok
📋 Jira — Project management — atlassian.com/software/jira
🎙️ Libsyn — Podcast hosting — libsyn.com
🤖 Perplexity — AI search engine — perplexity.ai
💬 Slack — Team communication — slack.com
🌐 WordPress — Website platform — wordpress.org

🎧 Enjoy the episode? Please leave us a ⭐⭐⭐⭐⭐ five-star review on Apple Podcasts or wherever you get your podcast feeds!

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Join us for an AI‑powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 We stress‑test the dream of a wallet‑free future against the hard realities of courthouse security, fragile connectivity, and ABA ethics rules.

In this episode, we unpack how digital wallets, mobile IDs, and peer‑to‑peer payment apps interact with Model Rules 1.1, 1.3, 1.6, 1.15, and 5.3—and why "biometric fortress" security is not enough if a deputy at the metal detector still wants to see plastic. ⚠️

You'll learn:

Why cash and a physical bar card can still save your hearing date 🏛️
How Venmo‑style metadata can silently broadcast your litigation strategy 🕵️
What every firm should know about BYOD and mobile device management 🔐
A practical hybrid model that combines ultra‑slim physical wallets with thoughtfully configured digital wallets 🪂

👉 Call‑to‑action: Listen now, then audit your payment‑app privacy settings and wallet setup, and forward this episode to one colleague who thinks they can safely go "all‑digital" today. 🎧📤

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📌 To Busy to Read This Week's Editorial?

Welcome to the TSL Lab's Initiative. 🤖 This weeks episode builds on my March 3rd, 2026, editorial "Even Though AI Hallucinations Are Down: Lawyers STILL MUST Verify AI, Guard PII, and Follow ABA Ethics Rules ⚖️🤖" is a misleading comfort blanket for lawyers, and how ABA Model Rules on confidentiality, competence, diligence, candor, supervision, and client communication must govern every AI prompt you run. Our Google LLM Notebook hosts translate the theory into practical workflows you can implement today—from document grounding and tokenization to vendor due diligence and line‑by‑line verification—so you can leverage AI confidently without sacrificing ethics, privilege, or your professional license.

You will hear how document grounding changes what LLMs actually do, why uploading active case files to cloud AI tools can quietly trigger Rule 1.6 problems, and how cross‑border data flows, vendor training rights, and retention policies can erode privilege if you do not negotiate them carefully. 🔐 We also unpack practical safeguards like tokenization, internal sandbox testing, and bright‑line "danger zones" where AI must never operate unsupervised—especially on open‑ended research, choice of law, and any task that turns statistical text into real‑world legal risk.

Finally, we confront the economic paradox: when AI can compress 100 hours of document review into seconds, but partners must still verify every line to protect their licenses, what exactly are clients paying for—and how does the billable hour survive? 💼

👉 Tune in now to learn how to stay tech‑forward without becoming the next ethics cautionary tale, and start designing AI policies that actually protect your clients, your firm, and your bar license.

In our conversation, we cover the following

00:00 – Why "96% fewer hallucinations" is still not good enough in law ⚖️
01:00 – How the remaining 4% error rate can trigger malpractice, sanctions, and ethics violations
02:00 – From IT issue to ethics issue: ABA Model Rules as the real constraint on AI adoption
03:00 – Document grounding 101: turning a free‑floating LLM into a reading‑comprehension engine
04:00 – The hidden danger of "just upload the file": how Rule 1.6 confidentiality is instantly implicated
05:00 – Cloud AI architecture, cross‑border data transfers, GDPR, and privilege risk 🌐
06:00 – Model training nightmares: when your client's trade secrets leak back out through someone else's prompt
07:00 – Negotiating no‑training clauses and ring‑fencing vendor data use (before you upload anything)
08:00 – Tokenization explained: turning John Doe into "Plaintiff 01" without losing legal meaning 🔐
09:00 – What AI does well today: grounded summarization, clause extraction, and playbook‑based redlines
10:00 – The "danger zone" of tasks: open‑ended research, choice of law, and abstract legal reasoning
11:00 – Phantom case law: how LLMs manufacture perfect‑looking but fake citations (and Rule 3.3 candor)
12:00 – Sandboxing AI tools internally and measuring real‑world failure rates against known outcomes 🧪
13:00 – Building bright‑line firm policies around forbidden AI use cases
14:00 – Verification as a workflow, not a suggestion: what Model Rules 5.1 and 5.3 demand from supervisors
15:00 – The efficiency paradox: when partner‑level verification erases associate‑level time savings ⏱️
16:00 – Making AI verification as routine as a conflict check in your practice
17:00 – Falling hallucination rates, rising risk: why better AI can still make lawyers more vulnerable
18:00 – Client communication under Rule 1.4: when and why clients may be entitled to know you used AI
19:00 – "You can delegate the task, not the liability": Rule 1.2 and ultimate responsibility for AI‑assisted work
20:00 – Treating every AI prompt and ToS as a potential ethics document 📝21:00 – The existential question: if AI drafts in seconds, what exactly are clients paying lawyers for?

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In this special episode, I join Professor Wondracek virtually to guest-host Capital's very first Podcast Club session for a live conversation about AI, legal ethics, deepfakes, and metadata. We talk candidly with law students about how AI-generated evidence, consumer AI tools, and digital footprints are already impacting sanctions, privilege, and professional responsibility, then translate those issues into practical safeguards for everyday practice. Whether you are in law school, running a small firm, or managing litigation for a larger organization, this inaugural Podcast Club episode shows how to stay competent, secure, and credible when AI and technology are part of your case strategy.

Questions section

Join Professor Jennifer Wondracek and me as we discuss the following three questions and more!

How do deepfakes and manipulated digital evidence challenge a lawyer's ethical duties under core rules on competence, candor to the tribunal, and honesty?
What can we learn from recent cases involving deepfake videos, privilege risks in consumer AI tools, and sanctions for hallucinated citations when designing our own AI workflows?
How can lawyers and law students build realistic, sustainable practices for reviewing metadata, using VPNs and secure Wi‑Fi, and choosing secure legal AI and eDiscovery tools?

Timestamps

In our conversation, we covered the following:

00:00 – Welcome to Capital University Law School's first Podcast Club: live recording and today's focus on AI and ethics 🎓
01:00 – Introducing Michael D.J. Eisenberg as guest host and his work with veterans, and The Tech-Savvy Lawyer.Page blog and podcasting 📚
02:30 – What is a deepfake, and how a staged "Bethesda incident" highlights the real-world risk of fake video evidence 🚨
04:00 – Applying competence rules to technology: why "I didn't know" is not a sustainable defense for lawyers
05:00 – Everyday tech risks: public Wi‑Fi, airports, coffee shops, and why lawyers must use VPNs when client information is involved 🌐
06:30 – Discussing NordVPN, ExpressVPN, and how unsecured sessions can compromise client portals, trust accounts, and email 🔐
07:30 – First steps in vetting digital evidence: what to look for in image files and when to call in a forensic expert
08:30 – Lessons from deepfake litigation and obviously altered video: shadows, color-in-black-and-white, and credibility with the court 🎥
10:00 – Candor to the tribunal and rules against dishonesty, fraud, and misrepresentation in the AI era
11:00 – Student question: can you rely on built-in operating system tools to review metadata, or do you need specialist software? 🖼️
13:30 – Live demo: opening file properties, reading timestamps, device info, and geotags to validate or challenge evidence
16:00 – When scrubbed metadata makes sense, when it doesn't, and how to request original metadata in discovery
18:00 – Five practical safeguards for new and experienced lawyers: education, protocols, client transparency, updated letters, and constant monitoring of AI changes ✅
20:00 – Why refusing to learn AI and tech is itself a risk to your bar license and your clients' interests
21:00 – Student Q&A: low-resource firms, large volumes of data, and using sampling plus AI to stretch limited budgets
22:30 – Using legal AI to surface anomalies in documents and metadata while still protecting privilege
23:00 – How consumer AI terms and conditions can put privilege and work product at risk, and what to look for in safer options ⚠️
24:00 – Free vs paid AI accounts: retention, training, and why personally identifiable information doesn't belong in general chatbots
25:00 – Evaluating legal AI vendors: zero retention, encryption, prompt confidentiality, and subpoena requirements
26:00 – Using tightly controlled legal research platforms and "vault" environments to access models like GPT or Claude securely 🧠
27:00 – Documenting prompts and AI use so that, if questioned by a court or bar, you can show reasonable diligence
28:30 – Reasonable metadata review in practice: random sampling, documenting your process, and knowing when to bring in eDiscovery tools
30:00 – How modern eDiscovery platforms surface metadata and support deeper analysis at scale 📂
31:00 – Staying current on AI and tech: newsletters, bar alerts, court updates, and following The Tech-Savvy Lawyer
32:30 – AI hallucinated citations and sanctions: how one New York matter became a warning to the entire profession 💸
34:30 – Firm-wide consequences when AI misuse becomes a pattern: reputational damage, client impact, and even firm dissolution
36:00 – Owning mistakes, repairing trust with judges, and why transparency matters more than perfection
37:00 – Live giveaway of The Lawyer's Guide to Podcasting during the first Podcast Club session 🎲
38:00 – Inviting students to Capital's upcoming summit/bootcamp and to dinner at the Red Door Tavern, plus closing thoughts on the future of tech competence 🍽️

Resources

Connect with Professor Jennifer Wondracek:

LinkedIn: https://www.linkedin.com/in/jennifer-wondracek
E-Mail: jwondracek@law.capital.edu

Software & Services:

NordVPN - https://nordvpn.com/
ExpressVPN - https://www.expressvpn.com/
Lexis - https://www.expressvpn.com/
Westlaw - https://legal.thomsonreuters.com/en/westlaw

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 We unpack the February 23, 2026, editorial AI may not be your co‑counsel—and a recent SDNY decision just made that painfully clear. ⚖️🤖. Our Google Notebook LLM hostsbreaks down why a single click on a public AI tool's Terms of Use can trigger a privilege waiver, and what "tech competence" really means in 2026—especially after United States v. Hoeppner and Judge Jed Rakoff's wake-up-call analysis of confidentiality and third-party disclosure risk.

🔗 Read the full editorial on The Tech-Savvy Lawyer.Page and share this episode with a colleague who is experimenting with AI in client matters.

In our conversation, we cover the following

00:00 — The "superhuman assistant" promise, and the procedural nightmare risk. 🧠⚖️
00:01 — The core warning: AI use can "blow a hole" in privilege.
00:02 — Editorial overview: "The AI Privilege Trap" by Michael D.J. Eisenberg.
00:02 — The case: United States v. Hoeppner (SDNY) and why it matters.
00:03 — Why Judge Jed Rakoff's opinion gets attention (tech-literate, influential).
00:03 — The facts: defendant drafts with a public AI tool, then sends outputs to counsel.
00:04 — The court's conclusion: no attorney-client privilege, no work product protection.
00:05 — Privilege basics applied to AI: "confidential + lawyer" and why AI fails that test.
00:06 — The Terms-of-Use problem: inputs/outputs may be collected and shared. 🧾
00:07 — The "stranger on the street" analogy: you can't retroactively make it confidential.
00:08 — PII and client facts: why pasting sensitive data into public AI is high-risk.
00:08 — ABA Model Rule 1.1: competence includes understanding tech risks.
00:09 — ABA Model Rule 1.6: confidentiality and waiver risk with public AI.
00:10 — "Reasonable safeguards": read policies, adjust settings, and know training/logging.
00:11 — Public vs. enterprise AI: why contracts and "walled gardens" matter.
00:11 — Legal research AI examples discussed: Lexis/Westlaw-style AI offerings.
00:12 — ABA Model Rules 5.1 & 5.3: supervise AI like a nonlawyer assistant/vendor.
00:13 — Redefining "tech-savvy lawyer" in 2026: judgment and restraint. 🧭
00:14 — The "straight-face test": could you defend confidentiality after a judge reads the policy?
00:15 — Client-side risk: clients can sabotage privilege before contacting counsel.
00:16 — Practical takeaway: check settings, read the fine print, keep true secrets offline (for now). 🔒

RESOURCES

Mentioned in the episode

ABA Model Rules of Professional Conduct (Rules 1.1, 1.4, 1.6, 5.1, 5.3)

Software & Cloud Services mentioned in the conversation

Lexis (Lexis+ AI category mentioned) — https://www.lexisnexis.com/
Microsoft Word — https://www.microsoft.com/microsoft-365/word
Public generative AI "chatbot" tools (general category) — https://en.wikipedia.org/wiki/Chatbot
Westlaw (Westlaw AI category mentioned) — https://legal.thomsonreuters.com/en/products/westlaw

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we discuss our February 16, 2026, editorial, "Lawyers and AI Oversight: What the VA's Patient Safety Warning Teaches About Ethical Law Firm Technology Use! ⚖️🤖" and explore why treating AI-generated drafts as hypotheses—not answers—is quickly becoming a survival skill for law firms of every size. We connect a real-world AI failure risk at the Department of Veterans Affairs to the everyday ways lawyers are using tools like chatbots, and we translate ABA Model Rules into practical oversight steps any practitioner can implement without becoming a programmer.

In our conversation, we cover the following:

00:00:00 – Why conversations about the future of law default to Silicon Valley, and why that's a problem ⚖️
00:01:00 – How a crisis at the U.S. Department of Veterans Affairs became a "mirror" for the legal profession 🩺➡️⚖️
00:03:00 – "Speed without governance": what the VA Inspector General actually warned about, and why it matters to your practice
00:04:00 – From patient safety risk to client safety and justice risk: the shared AI failure pattern in healthcare and law
00:06:00 – Shadow AI in law firms: staff "just trying out" public chatbots on live matters and the unseen risk this creates
00:07:00 – Why not tracking hallucinations, data leakage, or bias turns risk management into wishful thinking
00:08:00 – Applying existing ABA Model Rules (1.1, 1.6, 5.1, 5.2, and 5.3) directly to AI use in legal practice
00:09:00 – Competence in the age of AI: why "I'm not a tech person" is no longer a safe answer 🧠
00:09:30 – Confidentiality and public chatbots: how you can silently lose privilege by pasting client data into a text box
00:10:30 – Supervision duties: why partners cannot safely claim ignorance of how their teams use AI
00:11:00 – Candor to tribunals: the real ethics problem behind AI-generated fake cases and citations
00:12:00 – From slogan to system: why "meaningful human engagement" must be operationalized, not just admired
00:12:30 – The key mindset shift: treating AI-assisted drafts as hypotheses, not answers 🧪
00:13:00 – What reasonable human oversight looks like in practice: citations, quotes, and legal conclusions under stress test
00:14:00 – You don't need to be a computer scientist: the essential due diligence questions every lawyer can ask about AI
00:15:00 – Risk mapping: distinguishing administrative AI use from "safety-critical" lawyering tasks
00:16:00 – High-stakes matters (freedom, immigration, finances, benefits, licenses) and heightened AI safeguards
00:16:45 – Practical guardrails: access controls, narrow scoping, and periodic quality audits for AI use
00:17:00 – Why governance is not "just for BigLaw" and how solos can implement checklists and simple documentation 📋
00:17:45 – Updating engagement letters and talking to clients about AI use in their matters
00:18:00 – Redefining the "human touch" as the safety mechanism that makes AI ethically usable at all 🤝
00:19:00 – AI as power tool: why lawyers must remain the "captain of the ship" even when AI drafts at lightning speed 🚢
00:20:00 – Rethinking value: if AI creates the first draft, what exactly are clients paying lawyers for?
00:20:30 – Are we ready to bill for judgment, oversight, and safety instead of pure production time?
00:21:00 – Final takeaways: building a practice where human judgment still has the final word over AI

RESOURCES

Mentioned in the episode

American Bar Association Model Rules of Professional Conduct
Interview by Terry Gerton of the Federal News Network of Charyl Mason, Inspector General of the Department of Veterans Affairs, "VA rolled out new AI tools quickly, but without a system to catch mistakes, patient safety is on the line".

Software & Cloud Services mentioned in the conversation

ChatGPT — https://chat.openai.com/
Lexis - https://www.lexisnexis.com
Westlaw - https://legal.thomsonreuters.com

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My next guest is Justin McCallan, founder of StrongSuit, an AI-powered litigation platform built to transform how litigators handle legal research, document review, and drafting while keeping lawyers firmly in control. In this episode, Justin and I dig into practical, real-world workflows that solos, small firms, and big-firm litigators can use today and over the next few years to change the economics, pace, and strategy of litigation—without sacrificing accuracy, ethics, or the quality of advocacy.

Join Justin and me as we discuss the following three questions and more!

What are the top three ways litigators should be using AI tools like StrongSuit right now to change the economics and pace of litigation without sacrificing accuracy, ethics, or quality of advocacy?
What are the top three mistakes lawyers make when adopting AI for litigation, and what practical workflows help lawyers stay in the loop and use AI as a force multiplier instead of a risk?
Looking ahead to 2026 and beyond, what are the top three AI-driven workflows every litigator should master to stay competitive, and how can platforms like StrongSuit help build those capabilities into day-to-day practice?

In our conversation, we cover the following

00:00 – Welcome and guest introduction
Justin joins the show and shares his current tech setup at his desk.
00:00–01:00 – Justin's current tech stack
Lenovo laptop, ultra-wide monitor, and regular use of StrongSuit, ChatGPT, and Gemini for different AI tasks.
Everyday tools: Microsoft Word and Power BI for analytics and fast decision-making.
01:00–02:00 – Android vs. iPhone for AI use
Why Justin has been on Android for 17 years and how UI/UX familiarity often drives device choice more than AI capability.
02:00–05:30 – Q1: Top three ways litigators should be using AI right now
Using AI for end-to-end legal research across 11 million precedential U.S. cases to build litigation outlines and identify key authorities.
Scaling document review so AI surfaces relevant documents and synthesizes insights while lawyers focus on strategy and judgment.
Leveraging AI for drafting and editing—improving style, clarity, and consistency beyond traditional spelling and grammar checks.
05:30–07:30 – StrongSuit vs. basic tools like Word grammar check
How StrongSuit aims to "up-level" a lawyer's writing, not just catch typos.
Stylistic improvements, clarity enhancements, and catching subtle inconsistencies in legal documents.
06:00–08:00 – AI context limits and scaling doc review
Constraints of large models' context windows (around ~1M tokens ≈ ~750 pages).
How StrongSuit runs multiple AI agents in parallel, each handling small page sets with heuristics to maintain cohesion and share insights.
08:00–09:00 – Handling tens of thousands of documents
How StrongSuit can handle between roughly 10,000–50,000 pages at a time, with the ability to scale further for enterprise matters.
09:00–11:30 – Origin story of StrongSuit
Why Justin saw a once-in-a-generation opportunity when large language models emerged and how law, with its precedent and text-heavy nature, is especially suited to AI.
StrongSuit's focus on litigators: supporting lawyers from intake through trial while keeping them in the loop at every step.
11:30–13:30 – From intake to brief drafting in minutes
Generating full litigation outlines, research, and analysis in about ten minutes, then moving directly into drafting memos, briefs, complaints, and motions.
StrongSuit's long-term goal: automating 50–99% of major litigation workflows by the end of 2026 while preserving lawyer control and judgment.
12:00–14:30 – How StrongSuit tackles hallucinations
Building a full database of all precedential U.S. cases enriched with metadata: parties, summaries, holdings, and more.
Validating citations by checking whether the Bluebook citation actually exists in StrongSuit's case database before surfacing it to the user.
Why lawyers should still review cases on-platform before filing, even when AI has filtered out hallucinations.
14:30–16:30 – Coverage and jurisdictions
Coverage of all U.S. jurisdictions, federal and state, focused on precedential cases.
Handling most regulations from administrative agencies, and limits around local ordinances.
Uploading your own case files and using complaints and prior research as inputs into StrongSuit workflows.
15:00–17:00 – Security and confidentiality for litigators
SOC 2 compliance and industry-standard encryption at rest and in transit.
No model training on user data.
Optional end-to-end encryption that can even prevent developers from accessing case content, using local encryption keys.
16:30–20:30 – Q2: Top mistakes lawyers make when adopting AI for litigation
Mistake #1: Talking about AI instead of diving in with structured experiments and sanitized documents.
Using a framework to identify high-impact tasks: high volume, repetitive work, and heavy data/analysis (e.g., doc review, research, contract drafting).
How to shortlist tools: look for SOC 2, real product depth, awards, and a focus on your specific workflows.
Mistake #2: Expecting immediate mastery instead of moving through predictable adoption stages—from learning the tool, to daily use, to stringing workflows together.
20:30–22:30 – Building firm-wide AI workflows over time
Moving from isolated experiments to integrated, low-friction workflows, such as automatic intake-to-research pipelines.
Using client intake audio or transcripts to automatically extract facts, issues, and research paths.
22:30–24:30 – Time constraints and "no-time" lawyers
Why lawyers don't need to be "technical" to use StrongSuit.
Reframing AI as text-based tools where lawyers' writing skills and analytical thinking are assets, not obstacles.
24:00–26:00 – Practical workflows beyond intake
Using AI to prepare for expert depositions, including reviewing valuation analyses, flagging departures from market consensus, and generating targeted questions.
Reinforcing the value of AI-enhanced legal research and drafting as core litigation workflows.
26:00–29:30 – Q3: 2026 and beyond – AI-driven workflows every litigator should master
Rapid improvement of baseline models (e.g., jumping from single-digit to high double-digit performance on difficult benchmarks year over year).
The idea of "tipping points," where small performance gains turn AI from marginally useful to essential in specific tasks.
Why legal research is a great training ground for understanding where AI excels, where it falls short, and how to divide labor between human and machine.
The value of learning basic prompting skills to get more from AI systems, even when platforms offer visual workflows.
29:30–32:30 – Will workflows actually change—or just get better?
Why Justin expects familiar litigation workflows (doc review, research, drafting) to remain structurally similar, but become far faster and more sophisticated.
AI agents handling the grind work while lawyers focus on synthesis, judgment, and strategy.
A future where "AI + lawyer vs. AI + lawyer" resembles high-level chess: same rules, but much deeper thinking on both sides.
32:30–End – Where to find Justin and StrongSuit
How to connect with Justin and learn more about StrongSuit's litigation tools.

Resources

Connect with Justin

Justin McCallan on LinkedIn – https://www.linkedin.com/in/justin-mccallon/
StrongSuit website – https://www.strongsuit.com

Hardware mentioned in the conversation

Android smartphone – https://www.android.com
Lenovo laptop – https://www.lenovo.com

Software & Cloud Services mentioned in the conversation

ChatGPT – https://chat.openai.com
Gemini – https://gemini.google.com
Microsoft Power BI – https://powerbi.microsoft.com
Microsoft Word – https://www.microsoft.com/microsoft-365/word
StrongSuit AI litigation platform – https://www.strongsuit.com 🤖

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Everyday devices can capture extraordinary evidence, but the same tools can also manufacture convincing fakes. 🎥⚖️ In this episode, we unpack our February 9, 2026, editorial on how courts are punishing fake digital and AI-generated evidence, then translate the risk into practical guidance for lawyers and legal teams.

You'll hear why judges are treating authenticity as a frontline issue, what ethical duties get triggered when AI touches evidence or briefing, and how a simple "authenticity playbook" can help you avoid career-ending mistakes. ✅

In our conversation, we cover the following

00:00:00 – Preview: From digital discovery to digital deception, and the question of what happens when your "star witness" is actually a hallucination or deepfake 🚨
00:00:20 – Introducing the editorial "Everyday Tech, Extraordinary Evidence Again: How Courts Are Punishing Fake Digital and AI Data." 📄
00:00:40 – Welcome to the Tech-Savvy Lawyer.Page Labs Initiative and this AI Deep Dive Roundtable 🎙️
00:01:00 – Framing the episode: flipping last month's optimism about smartphones, dash cams, and wearables as case-winning "silent witnesses" to their dark mirror—AI-fabricated evidence 🌗
00:01:30 – How everyday devices and AI tools can both supercharge litigation strategy and become ethical landmines under the ABA Model Rules ⚖️
00:02:00 – Panel discussion opens: revisiting last month's "Everyday Tech, Extraordinary Evidence" AI bonus and the optimism around smartphone, smartwatch, and dash cam data as unbiased proof 📱⌚🚗
00:02:30 – Remembering cases like the Minnesota shooting and why these devices were framed as "ultimate witnesses" if the data is preserved quickly enough 🕒
00:03:00 – The pivot: same tools, new threats—moving from digital discovery to digital deception as deepfakes and hallucinations enter the evidentiary record 🤖
00:03:30 – Setting the "mission" for the episode: examining how courts are reacting to AI-generated "slop" and deepfakes, with an increasingly aggressive posture toward sanctions 💣
00:04:00 – Why courts are on high alert: the "democratization of deception," falling costs of convincing video fakes, and the collapse of the old presumption that "pictures don't lie" 🎬
00:04:30 – Everyday scrutiny: judges now start with "Where did this come from?" and demand details on who created the file, how it was handled, and what the metadata shows 🔍
00:05:00 – Metadata explained as the "data about the data"—timestamps, software history, edit traces—and how it reveals possible AI manipulation 🧬
00:06:00 – Entering the "sanction phase": why we are beyond warnings and into real penalties for mishandling or fabricating digital and AI evidence 🚫
00:06:30 – Horror Story #1 (Mendon v. Cushman & Wakefield, Cal. Super. Ct. 2025): plaintiffs submit videos, photos, and screenshots later determined to be deepfakes created or altered with generative AI 🧨
00:07:00 – Judge Victoria Kakowski's response: finding that the deepfakes undermined the integrity of judicial proceedings and imposing terminating sanctions—"death penalty" for the lawsuit ⚖️
00:07:30 – How a single deepfake "poisons the well," destroying the court's trust in all of a party's submissions and forfeiting their right to the court's time 💥
00:08:00 – Horror Story #2 (S.D.N.Y. 2023): the New York "hallucinating lawyer" case where six imaginary cases generated by ChatGPT were filed without verification 📚
00:08:30 – Rule 11 sanctions and humiliation: Judge Castel's order, monetary penalty, and the requirement to send apology letters to real judges whose names were misused ✉️
00:09:00 – California follow-on: appellate lawyer Amir Mustaf files an appeal brief with 21 fake citations, triggering a 10,000-dollar sanction and a finding that he did not read or verify his own filing 💸
00:09:30 – Courts' reasoning: outsourcing your job to an AI tool is not just being wrong—it is wasting judicial resources and taxpayer money 🧾
00:10:00 – Do we need new laws? Why Michael argues that existing ABA Model Rules already provide the safety rails; the task is to apply them to AI and digital evidence, not to reinvent them 🧩
00:10:20 – Rule 1.1 (competence): why "I'm not a tech person" is no longer a viable excuse if you use AI to enhance video or draft briefs without understanding or verifying the output 🧠
00:11:00 – Rule 1.6 (confidentiality): the ethical minefield of uploading client dash cam video or wearable medical data to consumer-grade AI tools and risking privilege leakage ☁️
00:11:30 – Training risk: how client data can end up in model training sets and why "quick AI summaries" can inadvertently expose secrets 🔐
00:12:00 – Rules 3.3 and 4.1 (candor and truthfulness): presenting AI-altered media as original or failing to verify AI output can now be treated as misrepresentation 🤥
00:12:30 – Rules 5.1–5.3 (supervision): why partners and supervising lawyers remain on the hook for juniors, staff, and vendors who misuse AI—even if they didn't personally type the prompts 🧑‍💼
00:13:00 – Authenticity Playbook, Step 1: mindset shift—never treat AI as a "silent co-counsel"; instead, treat it like a very eager, very inexperienced, slightly drunk intern who always needs checking 🍷🤖
00:13:30 – Authenticity Playbook, Step 2: preserve the original and disclose any AI enhancement; build a clean chain of custody while staying transparent about edits 🎞️
00:14:00 – Authenticity Playbook, Step 3: using forensic vendors as authenticity firewalls—experts who can certify that metadata and visual cues show no AI manipulation 🛡️
00:14:30 – Authenticity Playbook, Step 4: "train with fear" by showing your team real orders, sanctions, and public shaming rather than relying on abstract ethics lectures ⚠️
00:15:00 – Authenticity Playbook, Step 5: documenting verification steps—logging files, tools, and checks so you can demonstrate good faith if a judge questions your evidence 📝
00:16:00 – Bigger picture: the era of easy, unchallenged digital evidence is over; mishandled tech can now produce "extraordinary sanctions" instead of extraordinary evidence 🧭
00:16:30 – Authenticity as "the moral center of digital advocacy": if you cannot vouch for your digital evidence, you are failing in your role as an advocate 🏛️
00:17:00 – Future risk: as deepfakes become perfect and nearly impossible to detect with the naked eye, forensic expertise may become a prerequisite for trusting any digital evidence 🔬
00:17:30 – "Does truth get a price tag?"—whether justice becomes a luxury product if only wealthy parties can afford authenticity firewalls and expert validation 💼
00:18:00 – Closing reflections: fake evidence, real consequences, and the call to verify sources and check metadata before you file ✅
00:18:30 – Closing: invitation to visit Tech-Savvy Lawyer.Page for the full editorial, resources, and to like, subscribe, and share with colleagues who need to stay ahead of legal tech innovation 🌐

Resources

Cases

In Mendones v. Cushman & Wakefield, Inc. (Cal. Super. Ct. Alameda County, 2025), plaintiffs submitted multiple videos, photos, and screenshots that the court determined were deepfakes or altered with generative AI.📹 Judge Victoria Kolakowski found intentional submission of false testimony and imposed terminating sanctions, dismissing the case outright and emphasizing that deepfake evidence "fundamentally undermines the integrity of judicial proceedings."⚖️
In New York, two lawyers became infamous in 2023 after filing a brief containing six imaginary cases generated by ChatGPT; Judge P. Kevin Castel sanctioned them under Rule 11 for abandoning their responsibilities and failing to verify the authorities they cited.📑 They were ordered to pay a monetary penalty and to notify the real judges whose names had been falsely invoked, a reputational hit that far exceeded the dollar amount.💸
A California appellate lawyer, Amir Mostafavi, was later fined $10,000 for filing an appeal with twenty‑one fake case citations generated by ChatGPT.💻 The court stressed that he had not read or verified the AI‑generated text, and treated that omission as a violation of court rules and a waste of judicial resources and taxpayer money.⚠️

ABA Model Rules

Rule 1.1 (Competence): You must understand the benefits and risks of relevant technology, which now clearly includes generative AI and deepfake tools.⚖️ Using AI to draft or "enhance" without checking the output is not a harmless shortcut—it is a competence problem.
- Comment 8's duty of technological competence; the new sanctions landscape simply clarifies the stakes.📚
- Rule 1.6 (Confidentiality): Uploading client videos, wearable logs, or sensitive communications to consumer‑grade AI sites can expose them to unknown retention and training practices, risking confidentiality violations.🔐
- Rule 3.3 (Candor to the Tribunal) and Rule 4.1 (Truthfulness): Presenting AI‑altered video or fake citations as if they were genuine is the very definition of misrepresentation, as the New York and California sanction orders make clear.⚠️ Even negligent failure to verify can be treated harshly once the court's patience for AI excuses runs out.
- Rules 5.1–5.3 (Supervision): Supervising lawyers must ensure that associates, law clerks, and vendors understand that AI outputs are starting points, not trustworthy final products, and that fake or manipulated digital evidence will not be tolerated.👥

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📌 To Busy to Read This Week's Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this Tech-Savvy Lawyer Page Labs Initiative episode, AI co-hosts walk through how high‑profile "legal tech wars" between practice‑management vendors and AI research startups can push your client data into the litigation spotlight and create real ethics exposure under ABA Model Rules 1.1, 1.6, and 5.3.

We'll explore what happens when core platforms face federal lawsuits, why discovery and forensic audits can put confidential matters in front of third parties, and how API lockdowns, stalled product roadmaps, and forced sales can grind your practice operations to a halt. More importantly, you'll get a clear five‑step action plan—inventorying your tech stack, confirming data‑export rights, mapping backup providers, documenting diligence, and communicating with clients—that works even if you consider yourself "moderately tech‑savvy" at best.

Whether you're a solo, a small‑firm practitioner, in‑house, or simply AI‑curious, this conversation will help you evaluate whether you are the supervisor of your legal tech—or its hostage. 🔐

In our conversation, we cover the following

00:00:00 – Setting the stage: Legal tech wars, "Godzilla vs. Kong," and why vendor lawsuits are not just Silicon Valley drama for spectators.
00:01:00 – Introducing the Tech-Savvy Lawyer Page Labs Initiative and the use of AI-generated discussions to stress-test legal tech ethics in real-world scenarios.
00:02:00 – Who's fighting and why it matters: Clio as the "nervous system" of many firms versus Alexi as the "brainy intern" of AI legal research.
00:03:00 – The client data crossfire: How disputes over data access and training AI tools turn your routine practice data into high-stakes litigation evidence.
00:04:00 – Allegations in the Clio–Alexi dispute, from improper data access to claims of anti-competitive gatekeeping of legal industry data.
00:05:00 – Visualizing risk: Client files as sandcastles on a shelled beach and why this reframes vendor fights as ethics issues, not IT gossip.
00:06:00 – ABA Model Rule 1.1 (Competence): What "technology competence" really entails and why ignorance of vendor instability is no longer defensible.
00:07:00 – Continuity planning as competence: Injunctions, frozen servers, vendor shutdowns, and how missed deadlines can become malpractice.
00:08:00 – ABA Model Rule 1.6 (Confidentiality): The "danger zone" of treating the cloud like a bank vault and misunderstanding who really holds the key.
00:09:00 – Discovery risk explained: Forensic audits, third‑party access, protective orders that fail, and the cascading impact on client secrets.
00:10:00 – Data‑export rights as your "escape hatch": Why "usable formats" (CSV, PDF) matter more than bare contractual promises.
00:11:00 – Practical homework: Testing whether you can actually export your case list today, not during a crisis.
00:12:00 – ABA Model Rule 5.3 (Supervision): Treating software vendors like non‑lawyer assistants you actively supervise rather than passive utilities.
00:13:00 – Asking better questions: Uptime, security posture, and whether your vendor is using your data in its own defense.
00:14:00 – Operational friction: Rising subscription costs, API lockdowns, broken integrations, and the return of manual copy‑pasting.
00:15:00 – Vaporware and stalled product roadmaps: How litigation diverts engineering resources away from features you are counting on.
00:16:00 – Forced sales and 30‑day shutdown notices: Data‑migration nightmares under pressure and why waiting is the riskiest strategy.
00:17:00 – The five‑step moderate‑tech action plan: Inventory dependencies, review contracts, map contingencies, document diligence, and communicate with nuance.
00:18:00 – Turning risk management into a client‑facing strength and part of your value story in pitches and ongoing relationships.
00:19:00 – Reframing legal tech tools as members of your legal team rather than invisible utilities.
00:20:00 – "Supervisor or hostage?": The closing challenge to check your contracts, your data‑export rights, and your practical ability to "fire" a vendor.

Resources

Mentioned in the episode

ABA Model Rule 1.1 – Competence (Technology Competence Comment) – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/
ABA Model Rule 1.6 – Confidentiality of Information – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
ABA Model Rule 5.3 – Responsibilities Regarding Nonlawyer Assistance – https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistance/
Tech-Savvy Lawyer Page (February 2, 2026, Editorial & Show Notes Hub) – https://www.thetechsavvylawyer.page/blog/2026/2/2/mtc-clioalexi-legal-tech-fight-what-crm-vendor-litigation-means-for-your-law-firm-client-data-and-aba-model-rule-compliance-

Software & Cloud Services mentioned in the conversation

Clio – Cloud-based legal practice management platform – https://www.clio.com
Alexi – AI‑driven legal research platform – https://www.alexi.com
AWS (Amazon Web Services) – Cloud infrastructure provider – https://aws.amazon.com
Google Cloud – Cloud infrastructure provider – https://cloud.google.com

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Our next guest is Nick Martin, CEO of FileScience. He shares expert insights on stabilizing law firm operations with smart backups and automation. Join us to discover practical, easy-to-implement ways to protect your data from outages and errors, so your clients' information stays safe, secure, and accessible when you need it most.

Listen in with Nick Martin and me as we discuss the following three questions and more! 💡

When a firm is drowning in document chaos, what are the first three specific workflows to digitize or automate to stabilize operations?
Beyond just losing documents, what are the three specific silent killers of document hygiene that lawyers ignore?
How do lawyers solve the top three friction points of digital collaboration: version conflicts, insecure sharing methods, and the loss of institutional knowledge buried inside files?

In our conversation, we cover the following 📊

00:00 – Guest intro and Nick's tech setup (MacBook Pro, iPad, iPhone 15, Bang & Olufsen speaker) 🔊
00:30 – Q1: Digitizing workflows – unification of memory, forever undo button, retention 🛡️
04:00 – Backups for iManage, NetDocuments, Clio, FileVine; air-gapped copies 📁
06:00 – Microsoft 365 outage resilience with FileScience ☁️
08:00 – Retention periods (5-7 years by state/practice); NY lawful order policy ⚖️
10:00 – Q2: Silent killers – file degradation, wrong versions, insider threats 🕵️
13:00 – Q3: Solving friction – immutable timelines, encryption (Purview, CBC), institutional knowledge preservation 🔒
15:00 – End-to-end encryption details; where to find Nick

Resources 🔗

Connect with Nick Martin 🤝

FileScience website: https://filescience.io
Nick Martin LinkedIn: https://www.linkedin.com/in/nicholasmmartin
FileScience LinkedIn: https://www.linkedin.com/company/filescience
FileScience Instagram: https://www.instagram.com/filescience

Mentioned in the episode 📚

Microsoft 365 outage (recent North America impact): https://www.usatoday.com/story/tech/2026/01/22/microsoft-outage-service-down/88305485007/

Hardware mentioned in the conversation 💻

Bang & Olufsen Beosound Balance (360° omnidirectional speaker): https://www.bang-olufsen.com/en/us/speakers/beosound-balance
iPad: https://www.apple.com/ipad
iPhone 15: https://www.apple.com/iphone
MacBook Pro 16-inch: https://www.apple.com/macbook-pro

Software & Cloud Services mentioned in the conversation ☁️

AWS, Azure, Google Cloud (underlying providers): https://aws.amazon.com, https://azure.microsoft.com, https://cloud.google.com
Clio: https://www.clio.com
FileVine: https://www.filevine.com
Google Workspace: https://workspace.google.com
iManage: https://www.imanage.com
Microsoft 365 (Outlook, Purview encryption, CBC): https://www.microsoft.com/en-us/microsoft-365
NetDocuments: https://www.netdocuments.com[filescience]
Parallels (VMs): https://www.parallels.com

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Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this Tech-Savvy Lawyer.Page Labs episode, our Google AI hosts unpack our January 26, 2026, editorial and discuss how everyday devices—smartphones, dash cams, wearables, and connected cars—are becoming "silent witnesses" that can make or break your next case, while walking carefully through ABA Model Rules on competence, candor, privacy, and preservation of digital evidence.

In our conversation, we cover the following:

00:00 – Welcome to The Tech-Savvy Lawyer.Page Labs Initiative and this week's "Everyday Tech, Extraordinary Evidence" AI roundtable 🧪
00:30 – Why classic "surprise witness" courtroom drama is giving way to always-on digital witnesses 🎭
01:15 – Introducing the concept of smartphones, dash cams, and wearables as objective "silent witnesses" in litigation 📱
02:00 – Overview of Michael D.J. Eisenberg's editorial "Everyday Tech, Extraordinary Evidence" and his mission to bridge tech and courtroom practice 📰[
03:00 – Case study setup: the Alex Preddy shooting in Minneapolis and the clash between official reports and digital evidence ⚖️
04:00 – How bystander smartphone video reframed the legal narrative in the Preddy matter and dismantled "brandished a weapon" claims 🎥
05:00 – From "pressing play" to full video synchronization: building a unified timeline from multiple cameras to audit police reports 🧩06:00 – Using frame-by-frame analysis to test loaded terms like "lunging," "aggressive resistance," and "brandishing" against what the pixels actually show 🔍
07:00 – Moving beyond what we see: introducing "quiet evidence" such as GPS logs, telemetry, and sensor data as litigation tools 📡
08:00 – GPS data for location, duration, and speed: turning "he was charging" into a measurable movement profile in protest and road-rage cases 🚶‍♂️🚗
09:00 – Layering GPS from phones with vehicle telematics to create a multi-source reconstruction that is hard to impeach in court 📊
10:00 – Dash cams as 360-degree witnesses: solving blind spots of human perception and single-angle video 🛞
11:00 – Why exterior audio from dash cams—shouts, commands, crowd noise—can be crucial to proving state of mind and mens rea 🔊
12:00 – Wearables as a body-wide sensor network: heart rate, sleep, and step count as quantitative proof of pain, fear, and trauma ⌚
13:00 – Using longitudinal wearable data to support claims of emotional distress or sleep disruption in personal injury and civil-rights litigation 😴
14:00 – Heart-rate spikes and movement logs at the moment of an encounter as corroboration of fear or immobility in use-of-force matters
15:00 – Why none of this evidence exists in your case file unless you know to ask for it at intake 🗂️
16:00 – Updating intake: adding questions about smartwatches, location services, doorbell cameras, dash cams, and connected cars to your client questionnaires 📝
17:00 – Data preservation as an emergency task: deletion cycles, cloud overwrites, and using TROs to stop digital spoliation 🚨
18:00 – Turning raw logs into compelling visuals: maps, synced clips, and timelines that juries can understand without sacrificing accuracy 🗺️
19:00 – Ethics spotlight: ABA Model Rule 1.1 competence and Comment 8—why "I'm not a tech person" is now an ethical problem, not an excuse 📚
20:00 – Candor to the tribunal and the line between strong advocacy and fraud when editing or excerpting digital evidence ⚠️
21:00 – Respecting third-party privacy under Rule 4.4: when you must blur faces, redact audio, or limit collateral exposure of bystanders 🧩
22:00 – Advising clients not to delete texts, videos, or logs and explaining spoliation risks under Rule 3.4 ⚖️
23:00 – The uranium analogy: digital tools as powerful but dangerous if used without adequate ethical "containment" ☢️
24:00 – Philosophical closing: will juries someday trust heart-rate logs more than tears on the witness stand, and what does that mean for human testimony? 🤔
25:00 – Closing remarks and invitation to explore the full editorial, show notes, and resources on The Tech-Savvy Lawyer.Page 🌐

If you enjoyed this episode, please like, comment, subscribe, and share!

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In this special episode, recorded live from Podfest 2026 in Orlando, FL at the Renaissance Marriott Hotel near SeaWorld, I was able to gather several attendees who are in the legal world—lawyers and legal industry marketers—to talk about why lawyers should podcast and more! 🎙️ Our roundtable features Dennis "DM" Meador (Legal Podcast Network), Louis Goodman (Love Thy Lawyer), Robert Ingalls (Lawpods), Wendi Wittner (The Writing Guru), and Elizabeth Gearhart (Passage to Profit / Gearhart Law), each bringing deep experience in podcasting, legal marketing, and personal branding for lawyers.

We discuss practical, no-fluff insights about how lawyers can use podcasting to build authority, strengthen SEO, show up in large language models (LLMs) like ChatGPT, and connect more authentically with clients and referral sources. Whether you are tech-curious, tech-comfortable, or completely new to podcasting, this episode will help you decide if starting a podcast makes strategic sense for your practice or business.

QUESTIONS WE DISCUSS 🎯

Join Dennis, Louis, Robert, Wendi, Elizabeth, and me as we discuss the following three questions and more!

Why should lawyers be podcasting in 2026 and beyond, especially with Gen Z and Gen Alpha getting so much of their trusted information from podcasts and social platforms?
What is one of the first concrete steps a lawyer should take if they are seriously considering launching a podcast of their own?
What is one of the biggest mistakes lawyers should watch out for when launching a podcast, and how can they avoid becoming a "zombie podcast" that dies after a few episodes? 🧟‍♂️

Additional themes we explore include:

How podcasting acts as an "electronic resume" and trust-building tool for lawyers.
How podcasts can drive SEO, get you discovered in LLMs like ChatGPT, Google Gemini, Perplexity, and Claude, and generate traffic to your law firm website.
Why your podcast does not always need to be "about the law" to be effective for your legal brand.
How to balance authenticity (including salty language) with your professional brand and ethics rules.

TIME-STAMPED EPISODE GUIDE ⏱️

In our conversation, we cover the following:

00:00 – Welcome & guest introductions Live from Podfest 2026: intros from Dennis "DM" Meador (Legal Podcast Network), Louis Goodman (Love Thy Lawyer), Robert Ingalls (Lawpods), Wendi Wittner (The Writing Guru), and Elizabeth Gearhart (Passage to Profit / Gearhart Law).
02:00 – Why should lawyers be podcasting?
Gen Z and Gen Alpha treat podcasts as a top trusted media source. 📲
Podcasting vs TikTok for lawyers who don't want to dance but still want reach.
Podcast as "electronic resume" and branding vehicle for lawyers and judges.
04:30 – Is podcasting right for every lawyer?
Robert on why not every lawyer should podcast, and why goals matter.
How a podcast helps potential clients decide if you are "their" lawyer—or not.
06:30 – Personality, language, and fit
The Tampa PI lawyer who refuses to bleep swear words to attract the right clients and repel the wrong ones. 🤬
Why authenticity can be a powerful qualification tool, not a liability.
08:00 – Podcasting as a marketing engine
Turning a 30–60 minute recording into video clips, written content, and evergreen assets.
How podcast content keeps working for you long after the recording session.
09:30 – Personal branding and storytelling for lawyers
Wendi on using podcasts to develop a personal brand, tell your story, and highlight your "superpower" as a lawyer.
Why sharing your career pivots and non-traditional path resonates deeply with listeners.
12:00 – Getting discovered in ChatGPT and other LLMs
Elizabeth on using a podcast and transcripts to improve visibility in ChatGPT, Google Gemini, Perplexity, and Claude. 🤖
How regular podcasting and transcript optimization sustained and improved hits from LLMs to Gearhart Law's website.
15:30 – Future-proofing and "language-based internet"
DM explains why we're moving from a page-based to a language-based internet and why early podcast adopters will win—similar to early website and SEO adopters.
Podcasting as both "future-proofing" and "present-proofing" your practice.
18:00 – Hobby vs business podcast
Louis on starting his podcast as a social hobby and discovering the SEO and networking upside.
How a niche local legal podcast can drive referrals and reputation even without direct monetization.
21:00 – How personal is too personal?
Robert's own experience evolving his podcast from estate planning to broader personal topics.
Balancing sharing about yourself with focusing on the listener's problem (StoryBrand "guide vs hero" concept).
25:00 – Beyond law: topic flexibility
Why your legal podcast can focus on tech, politics, entrepreneurship, or hobbies while still supporting your legal brand.
Examples of lawyers podcasting about politics and broader societal issues to grow recognition.
28:30 – Helping lawyers find their story
Wendi's process: asking about upbringing, first-generation experiences, career pivots, athletic feats, and long-term goals to unlock unique stories.
How those stories fuel compelling podcast episodes and stronger interviews.
34:00 – Thinking beyond your current role
Using podcasting and personal branding to position yourself for boards, politics, and second careers outside traditional law practice.
37:00 – AI hallucinations & validating LLM output
Elizabeth's workflow for cross-checking answers across ChatGPT, Gemini, Perplexity, Claude, and Grok.
Why LLMs "love" natural, conversational podcast transcripts as training material.
40:00 – Networking power of "you should be on my podcast"
How inviting people as guests changes the dynamic at networking events. 🤝
Using podcast guest outreach on LinkedIn and pod-match style platforms.
43:00 – Content, authority, and algorithm signals
DM on why consistent, custom content will always outperform gimmicks in SEO and algorithm changes.
How podcasts support authority, trust, and long-term discoverability in search and LLMs.
48:00 – Question #2: First steps for lawyers considering a podcast
Robert and DM: "Know your why" and who your ideal listener/client really is.
Are you using the show for lead nurturing, referral education, or brand visibility?
52:00 – Political/legal shows and indirect monetization
Discussion of political/legal commentary podcasts that soft-sell the firm.
Why they can work—but why expectations and time horizon matter.
56:00 – Brand consistency before you launch
Wendi on auditing your website, LinkedIn, business page, and social handles for consistent branding (e.g., "The Writing Guru").
Using CTAs and data capture to turn podcast listeners into contacts.
59:00 – Knowing your deeper "why"
Elizabeth's "peel the onion" exercise: repeatedly asking why until you reach the core motivation, often helping people out of "impossible situations."
1:03:00 – Solo vs agency vs studio
Pros and cons of DIY gear and production vs working with podcast agencies or studios.
Why time value, ethics, and avoiding scams all matter for lawyers.
1:08:00 – Ethics, multi-jurisdiction practice, and global reach
How legal ethics, multistate audiences, and global distribution impact what lawyers can say on their podcasts.
1:12:00 – Question #3: Biggest mistakes lawyers make launching a podcast
Elizabeth: ethics, off-the-cuff comments, and aligning tone (including swearing) with your brand and practice area.
Wendi: perfectionism vs progress—accepting that early episodes will be imperfect but valuable.
Robert: no long-term plan and no content strategy, leading to inconsistency and podfade.
Louis: underestimating time; a solid 30 minutes of content may require several hours early on.
DM: expecting immediate impact and treating podcasting like a short-term campaign instead of a long-term asset.
1:22:00 – Test-driving podcasting as a guest first
Why appearing as a guest on other shows (via Podmatch and similar platforms) is a smart "trial run" before launching your own.
1:25:00 – Where to find today's guests & closing
Each guest shares their preferred platforms, emails, and websites so you can connect and learn more.

RESOURCES 📚

Connect with our Guests

Louis Goodman ⚖️

Podcast: Love Thy Lawyer ("Love v. Lawyer") https://www.lovethylawyer.com
LinkedIn Profile https://www.linkedin.com/in/louis-goodman-3b359/

Elizabeth Gearhart 📻

Gearhart Law (Chief Marketing Officer) https://www.gearhartlaw.com[
Passage to Profit Show (syndicated radio show & podcast) https://podcasts.apple.com/us/podcast/passage-to-profit-show-road-to-entrepreneurship/id1481650359
Email elizabeth@gearhartlaw.com
LinkedIn (active profile) https://www.linkedin.com/in/elizabeth-gearhart-ph-d-97ba0b51/

Robert Ingalls 🎧

Lawpods (Founder & CEO – podcast agency for law firms) https://www.lawpods.com
LinkedIn https://www.linkedin.com/in/robertingalls/

Dennis "DM" Meador 💼

LinkedIn: Dennis Meador – "Dennis Meta like a meadow, but with an R and no W" 🌱 https://www.linkedin.com/in/dennismeador/
Legal Podcast Network (Founder & CEO) https://thelegalpodcastnetwork.com

Wendi Wittner ✍️

The Writing Guru – Legal Executive Branding & Career Strategy https://www.thewritingguru.net
LinkedIn: Wendi Weiner / "The Writing Guru" https://www.linkedin.com/in/thewritingguru/
Above the Law (Wendi's column) https://abovethelaw.com/author/wendiweiner/
HuffPost article – "How I Used My Law Degree to Get Out of Law" (Wendi) https://www.huffpost.com/entry/how-i-used-my-law-degree-to-get-out-of-law_b_57bef010e4b0b01630ddd15c

Mentioned in the episode

Non‑Hardware/Software 🔍

Attorney Tom (PI lawyer & content creator) https://www.youtube.com/@AttorneyTom
Podfest 2026 (Orlando, FL) https://podfestexpo.com

Hardware mentioned 🧰

(Exact models are discussed generally rather than by SKU, but here are representative links to explore.)

iPhone https://www.apple.com/iphone
Shure-style dynamic microphones 🎙️ https://www.shure.com/en-US/products/microphones
USB "Snowball Ice" mic https://www.logitechg.com/en-us/shop/p/snowball-ice-usb-microphone.988-000067

Software & Cloud Services mentioned ☁️

Buzzsprout "How to Start a Podcast" series https://www.buzzsprout.com/blog/how-to-start-a-podcast
Calendly (for scheduling and batching recordings) https://calendly.com
ChatGPT (OpenAI) https://chat.openai.com
Claude (Anthropic) https://claude.ai
Google Gemini https://gemini.google.com
Grok (xAI) https://x.ai
LinkedIn (personal profiles + company pages) https://www.linkedin.com
Perplexity https://www.perplexity.ai
Podmatch / podcast‑guest matching platforms (generic reference) https://www.podmatch.com

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My next guest is Colleen Joyce, CEO of Lawyer.com, a company that connects over 1 million consumers monthly with qualified attorneys across the country. With nearly 20 years of experience transforming how law firms market themselves and manage their operations, Colleen has seen what works and what doesn't when it comes to legal technology adoption. 🚀

Join Colleen Joyce and me as we discuss the following three questions and more!

What are the top three non-negotiable technologies? Beyond the essential lead generation that Lawyer.com provides, what specific CRM automations, financial analytics, or project management tools would you implement immediately to ensure a firm scales profitably rather than just chaotically?
What are the top three specific intake bottlenecks that AI can now solve better than a human receptionist? Based on the data you're seeing from your new AI initiatives, which intake bottlenecks can AI now solve to allow attorneys to focus primarily on high-value legal work?
What are the top three human touchpoints in the client lifecycle that a lawyer should never automate? From your experience overseeing millions of consumer connections, which touchpoints are crucial for building the trust and transparency that leads to long-term referrals?

In our conversation, we cover the following:

[00:00:00] Episode introduction and title read
[00:01:00] Editor's note on audio quality
[00:01:30] Welcoming Colleen Joyce to the podcast
[00:01:45] Colleen's current tech setup: MacBook Pro, iPhone 16, iPad, and curved Dell monitor
[00:02:00] Discussion about iPhone models and AppleCare benefits
[00:04:00] MacBook Pro specifications and upgrade recommendations (Intel vs. M chip)
[00:05:00] Benefits of curved monitors for productivity and focus
[00:06:00] Question #1: Top three non-negotiable technologies for modern law firms
[00:07:00] The importance of intake technology and CRM systems
[00:07:30] Project management tools for team accountability
[00:08:00] Budget-friendly options and freemium platforms for new lawyers
[00:09:00] Question #2: AI intake bottlenecks that AI solves better than humans
[00:10:00] The value of empathetic AI agents and information capture
[00:11:00] Training AI agents for legal-specific scenarios and language
[00:12:00] Consumer resistance to AI vs. human agents and the generational shift
[00:13:00] Scheduling tools like Calendly and client resistance to automation
[00:14:00] Legal profession's technology adoption over the past 3-5 years
[00:15:00] The declining use of printers in modern legal practice
[00:16:00] Question #3: Human touchpoints that should never be automated
[00:17:00] The importance of relationship building during the client onboarding "courting period"
[00:18:00] Using technology processes to screen potential clients for fit
[00:19:00] Where to find Colleen Joyce and her weekly Fast Five newsletter
[00:19:30] Closing remarks and next episode preview

RESOURCES

Connect with Colleen Joyce

LinkedIn: https://www.linkedin.com/in/colleenjoyce/
Company Website: https://www.lawyer.com
Newsletter: The Fast Five (published weekly on Tuesdays via LinkedIn)

Mentioned in the Episode

MacRumors.com - https://www.macrumors.com (Apple product buying guides and release cycles)
The Fast Five Newsletter - Weekly newsletter covering AI trends and business growth strategies for law firms
Calendly - https://calendly.com (Scheduling automation tool)

Hardware Mentioned in the Conversation

MacBook Pro (17-inch with Intel chip) - https://www.apple.com/macbook-pro/
MacBook Pro with M4/M5 Chip - https://www.apple.com/macbook-pro/
iPhone 16 - https://www.apple.com/iphone-16/
iPad - https://www.apple.com/ipad/
Dell Curved Monitor (22-24 inch) - https://www.dell.com/monitors
HP Printer - https://www.hp.com/printers
Sit-Stand Desk - (Various manufacturers)

Software & Cloud Services Mentioned in the Conversation

Plaud (Audio Recording App) - https://www.plaud.ai
iMessage - https://www.apple.com/messages/
Slack - https://slack.com
Monday.com - https://monday.com (Project management and team collaboration)
ChatGPT - https://chat.openai.com (AI research and recommendations)
Calendly - https://calendly.com (Appointment scheduling)
AppleCare - https://www.apple.com/support/products/
AI Intake Platforms (Various legal-specific platforms discussed generically)
CRM Systems (Various customer relationship management platforms discussed generically)
Case Management Systems (Various legal practice management platforms discussed generically)

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OUR next guest is Joshua Altman, the Managing Director of Beltway.Media, a DC-based communications firm that specializes in helping brands cut through the noise. A former multimedia journalist for The Hill, Joshua spent several years covering high-stakes federal policy and election cycles from the front lines. Today, he translates that newsroom pace into strategy for professional services firms, startups, and federal agencies. He joins me to discuss why storytelling isn't just a marketing buzzword—it's a critical operating system for modern law practice.

Join Joshua Altman and me as we discuss the following three questions and more!

What are the top three technology tools or platforms you recommend that would help attorneys transform a single piece of thought leadership into multiple content formats across channels, and how can they use AI to accelerate this process without sacrificing their professional voice?
What are the top three mistakes attorneys and law firms make when communicating during high-stakes situations—whether that's managing negative publicity, navigating a client crisis, or pitching to potential investors—and how can technology help them avoid these pitfalls while maintaining their ethical obligations?
What are the top three metrics for their online marketing technology investments that attorneys should actually be tracking to demonstrate return on investment, and what affordable technology solutions would you recommend to help them capture and analyze this data?

In our conversation, we cover the following:

[00:00] Introduction to Joshua Altman and Beltway.Media.
[01:06] Joshua's current secure tech stack: From Mac setups to encrypted communications.
[03:52] Strategic content repurposing: Using AI as a tool, not a replacement for your voice.
[05:30] The "Human in the Loop" necessity: Why lawyers must proofread AI content.
[10:00] Tech Recommendation #1: using Abacus.AI and Root LLM for model routing.
[11:00] Tech Recommendation #2: Automating workflows with Gumloop.
[15:43] Tech Recommendation #3: The "Low Tech" solution of human editors.
[16:47] Crisis Communications: Navigating the Court of Public Opinion vs. the Court of Law.
[20:00] Using social listening tools for litigation support and witness tracking.
[24:30] Metric #1: Analyzing Meaningful Engagement (comments vs. likes).
[26:40] Metric #2: Understanding Impressions and network reach (1st vs. 2nd degree).
[28:40] Metric #3: Tracking Clicks to validate interest and sales funnels.
[31:15] How to connect with Joshua.

RESOURCES:

Connect with Joshua Altman

Email: jaltman@beltway.media
LinkedIn: linkedin.com/in/joshuaaltman
Website: beltway.media

Mentioned in the episode

Beltway.Media - Joshua's communications firm.
The Hill - Multimedia journalism background.

Hardware mentioned in the conversation

Apple iPad Pro
Apple iPhone Pro
Apple MacBook Pro

Software & Cloud Services mentioned in the conversation

Abacus.AI - AI platform mentioned for its "Root LLM" model routing feature.
ChatGPT - AI language model.
Claude - AI language model.
Constant Contact - Email marketing platform.
Gumloop - AI automation platform for newsletters and social listening.
LinkedIn - Professional social networking.
MailChimp - Email marketing platform.
Proton Mail - Encrypted email service.
Tresorit - End-to-end encrypted file sharing (secure Dropbox alternative).

View Details

Welcome to TSL Labs Podcast Experiment. 🧪🎧 In this special "Deep Dive" bonus episode, we strip away the hype surrounding Generative AI to expose a critical operational risk hiding in plain sight: the dangerous confusion between "Open" and "Closed" AI systems.

Featuring an engaging discussion between our Google Notebook AI hosts, this episode unpacks the "Swiss Army Knife vs. Scalpel" analogy that every managing partner needs to understand. We explore why the "Green Light" tools you pay for are fundamentally different from the "Red Light" public models your staff might be using—and why treating them the same could trigger an immediate breach of ABA Model Rule 5.3. From the "hidden crisis" of AI embedded in Microsoft 365 to the non-negotiable duty to supervise, this is the essential briefing for protecting client confidentiality in the age of algorithms.

In our conversation, we cover the following:

[00:00] – Introduction: The hidden danger of AI in law firms.
[01:00] – The "AI Gap": Why staff confuse efficiency with confidentiality.
[02:00] – The Green Light Zone: Defining secure, "Closed" AI systems (The Scalpel).
[03:45] – The Red Light Zone: Understanding "Open" Public LLMs (The Swiss Army Knife).
[04:45] – "Feeding the Beast": How public queries actively train the model for everyone else.
[05:45] – The Duty to Supervise: ABA Model Rules 5.3 and 1.1[8] implications.
[07:00] – The Hidden Crisis: AI embedded in ubiquitous tools (Microsoft 365, Adobe, Zoom).
[09:00] – The Training Gap: Why digital natives assume all prompt boxes are safe.
[10:00] – Actionable Solutions: Auditing tools and the "Elevator vs. Private Room" analogy.
[12:00] – Hallucinations: Vendor liability vs. Professional negligence.
[14:00] – Conclusion: The final provocative thought on accidental breaches.

RESOURCES

Mentioned in the episode

ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/
ABA Model Rule 1.1, Comment 8 (Technology Competence): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/ and https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/#:~:text=of%20these%20Rules.-,Maintaining%20Competence,all%20continuing%20legal%20education%20requirements%20to%20which%20the%20lawyer%20is%20subject.,-Back%20to%20Rule

Software & Cloud Services mentioned in the conversation

Lexis+ AI (LexisNexis): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page
Protégé (LegalMation/LexisNexis context): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page
Westlaw Precision (Thomson Reuters): https://legal.thomsonreuters.com/en/products/westlaw-precision
Co-Counsel (Casetext/Thomson Reuters): https://casetext.com/co-counsel
Harvey AI: https://www.harvey.ai/
vLex Vincent AI: https://vlex.com/vincent-ai
ChatGPT (OpenAI): https://chat.openai.com/
Perplexity AI: https://www.perplexity.ai/
Claude (Anthropic): https://claude.ai/
Microsoft 365 Copilot (Teams/Word): https://www.microsoft.com/en-us/microsoft-365/enterprise/copilot
Adobe Creative Cloud (AI features): https://www.adobe.com/ai/overview.html
Zoom AI Companion: https://www.zoom.us/aihttps://www.zoom.com/en/products/ai-assistant/

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In this TSL Labs bonus episode, we examine how the Department of Veterans Affairs is leading a historic transformation from traditional compliance frameworks to a dynamic, AI-driven approach called "cyber dominance." This conversation unpacks what this seismic shift means for legal professionals across all practice areas—from procurement and contract law to privacy, FOIA, and litigation. Whether you're advising government agencies, representing contractors, or handling cases where data security matters, this discussion provides essential insights into how continuous monitoring, zero trust architecture, and AI-driven threat detection are redefining professional competence under ABA Model Rule 1.1. 💻⚖️🤖

Join our AI hosts and me as we discuss the following three questions and more!

How has federal cybersecurity evolved from the compliance era to the cyber dominance paradigm? 🔒
What are the three technical pillars—continuous monitoring, zero trust architecture, and AI-driven detection—and how do they interconnect? 🛡️
What professional liability and ethical obligations do lawyers now face under ABA Model Rule 1.1 regarding technology competence? ⚖️

In our conversation, we cover the following:

[00:00:00] - Introduction: TSL Labs Bonus Podcast on VA's AI Revolution 🎯
[00:01:00] - Introduction to Federal Cybersecurity: The End of the Compliance Era 📋
[00:02:00] - Legal Implications and Professional Liability Under ABA Model Rules ⚖️
[00:03:00] - From Compliance to Continuous Monitoring: Understanding the Static Security Model 🔄
[00:04:00] - The False Comfort of Compliance-Only Approaches 🚨
[00:05:00] - The Shift to Cyber Dominance: Three Integrated Technical Pillars 💪
[00:06:00] - Zero Trust Architecture (ZTA) Explained: Verify Everything, Trust Nothing 🔐
[00:07:00] - AI-Driven Detection and Legal Challenges: Professional Competence Under Model Rule 1.1 🤖
[00:08:00] - The New Legal Questions: Real-Time Risk vs. Static Compliance 📊
[00:09:00] - Evolving Compliance: From Paper Checks to Dynamic Evidence 📈
[00:10:00] - Cybersecurity as Operational Discipline: DevSecOps and Security by Design 🔧
[00:11:00] - Litigation Risks: Discovery, Red Teaming, and Continuous Monitoring Data ⚠️
[00:12:00] - Cyber Governance with AI: Algorithmic Bias and Explainability 🧠
[00:13:00] - Synthesis and Future Outlook: Law Must Lead, Not Chase Technology 🚀
[00:14:00] - The Ultimate Question: Is Your Advice Ready for Real-Time Risk Management? 💡
[00:15:00] - Conclusion and Resources 📚

Resources

Mentioned in the Episode

ABA Model Rule 1.1 - Competent Representation (including technology competence requirement) - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/
Department of Veterans Affairs (VA) Cybersecurity Initiative - https://www.va.gov/oit/cybersecurity/
DevSecOps Pipelines - Security integration in software development - https://www.devsecops.org/
FedRAMP (Federal Risk and Authorization Management Program) - https://www.fedramp.gov/
FISMA (Federal Information Security Management Act) - https://www.cisa.gov/topics/cyber-threats-and-advisories/federal-information-security-modernization-act
Google Notebook AI - AI discussion generation tool - https://notebooklm.google.com/
HIPAA (Health Insurance Portability and Accountability Act) - https://www.hhs.gov/hipaa/index.html
NIST Cybersecurity Framework - https://www.nist.gov/cyberframework
Red Teaming - Ethical hacking and security testing methodology - https://www.cisa.gov/red-team-assessments
Zero Trust Architecture (ZTA) - Federal mandate for security verification - https://www.cisa.gov/zero-trust

Software & Cloud Services Mentioned in the Conversation

AI-Driven Detection Systems - Automated threat detection and response platforms
Automated Compliance Platforms - Dynamic evidence generation systems
Continuous Monitoring Systems - Real-time security assessment platforms
DevSecOps Tools - Automated security testing in software development pipelines
Firewalls - Network security hardware devices
Google Notebook AI - https://notebooklm.google.com/
Penetration Testing Software - Security vulnerability assessment tools
Zero Trust Architecture (ZTA) Solutions - Identity and access verification systems

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Our next guest is Nick Tiger, Associate General Counsel at Pearl.com, Nick shares insights on integrating AI into legal practice. Pearl.com champions AI and human expertise for professional services. He outlines practical uses such as market research, content creation, intake automation, and improved billing efficiency, while stressing the need to avoid liability through robust human oversight.

Nick is a legal leader at Pearl.com, partnering on product design, technology, and consumer-protection compliance strategy. He previously served as Head of Product Legal at EarnIn, an earned-wage access pioneer, building practical guidance for responsible feature launches, and as Senior Counsel at Capital One, supporting consumer products and regulatory matters. Nick holds a J.D. from the University of Missouri–Kansas City, lives in Richmond, Virginia, and is especially interested in using technology to expand rural community access to justice.

During the conversation, Nick highlights emerging tools, such as conversation wizards and expert-matching systems, that enhance communication and case preparation. He also explains Pearl AI's unique model, which blends chatbot capabilities with human expert verification to ensure accuracy in high-stakes or subjective matters.

Nick encourages lawyers to adopt human-in-the-loop protocols and consider joining Pearl's expert network to support accessible, reliable legal services.

Join Nick and me as we discuss the following three questions and more!

What are the top three most impactful ways lawyers can immediately implement AI technology in their practices while avoiding the liability pitfalls that have led to sanctions in recent high-profile cases?
Beyond legal research and document review, what are the top three underutilized or emerging AI applications that could transform how lawyers deliver value to clients, and how should firms evaluate which technologies to adopt?
What are the top three criteria Pearl uses to determine when human expert verification is essential versus when AI alone is sufficient? How can lawyers apply this framework to develop their own human-in-the-loop protocols for AI-assisted legal work, and how is Perl different from its competitors?

In our conversation, we cover the following:

[00:56] Nick's Tech Setup

[07:28] Implementing AI in Legal Practices

[17:07] Emerging AI Applications in Legal Services

[26:06] Pearl AI's Unique Approach to AI and Legal Services

[31:42] Developing Human-in-the-Loop Protocols

[34:34] Pearl AI's Advantages Over Competitors

[36:33] Becoming an Expert on Pearl AI

Resources:

Connect with Nick:

Nick's LinkedIn: linkedin.com/in/nicktigerjd

Pearl.com Website: pearl.com

Pearl.com Expert Application Portal: era.justanswer.com/

Pearl.com LinkedIn: linkedin.com/company/pearl-com

Pearl.com X: x.com/Pearldotcom

ABA Resources:

ABA Formal Opinion 512: https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf

Hardware mentioned in the conversation:

Anker Backup Battery / Power Bank: anker.com/collections/power-banks

Software & Cloud Services mentioned in the conversation:

AT&T: att.com/
Pearl.com: pearl.com/
Sprint: thesprintgroup.com/
Timely: timely.com/
Verizon: verizon.com/

View Details

Listen in as Google's Notebook LLM provides an AI-powered conversation unpacks our December 1st, 2025 editorial examining how the holiday digital marketplace transforms into a lucrative hunting ground for device compromise and credential theft. We explore why attorneys and paralegals—trained to spot hidden clauses and anticipate risk—often abandon professional skepticism when faced with shiny gadgets bearing 70% off stickers. Our discussion arms you with actionable strategies to protect your practice, safeguard client confidentiality, and prevent the kind of security breaches that trigger bar complaints and operational shutdowns. Whether you're a solo practitioner or part of a large firm, this episode delivers the technical insights you need without the jargon.

Join Google's Notebook LLM as we discuss the following three questions and more!

How do bargain tech deals create hidden professional liabilities that extend far beyond wasted money, and what specific technical deficits should lawyers avoid in discount hardware?
What free forensic tools can legal professionals use to distinguish genuine discounts from manipulated pricing schemes, and how do these tools apply procurement-level rigor to personal shopping decisions?
Which three active scam vectors target high-value professionals during the holiday season, and what mandatory four-point protocol ensures comprehensive protection against credential theft and device compromise?

In our conversation, we cover the following:

[00:00:00] Welcome to TSL Labs Bonus Episode: AI-powered deep dive on holiday shopping risks
[00:01:00] Why legal professionals abandon professional skepticism during holiday sales
[00:02:00] The high stakes: credential theft, device compromise, and operational lockdown
[00:03:00] The bargain trap: understanding technical debt in cheap vs. inexpensive hardware
[00:04:00] Processor bottleneck red flags: older generation chips that consume billable time
[00:05:00] Screen resolution hazards: how 1366x768 displays create genuine error risks
[00:06:00] RAM deficits and security longevity: when devices become e-waste and compliance gaps
[00:07:00] Introduction to forensic price tracking tools for procurement-level shopping
[00:08:00] CamelCamelCamel, Keepa, and Honey: free tools that reveal true pricing history
[00:09:00] Malwarebytes 2025 holiday scam report: three attack vectors targeting professionals
[00:10:00] Scam #1: urgent delivery smishing attacks exploiting package expectations
[00:11:00] Scam #2: malvertising minefield—when legitimate ads redirect to cloned fraud sites
[00:12:00] Scam #3: gift card emergency scams posing as court clerks and government officials
[00:13:00] Bonus threat: social media marketplace fraud and payment protection gaps
[00:14:00] The mandatory four-point protocol for holiday shopping protection
[00:15:00] Final thoughts: applying contract-reading diligence to every link you click

Resources

Hardware Mentioned in the Conversation

Business-class Lenovo laptops: https://www.lenovo.com/business
HP commercial-grade hardware: https://www.hp.com/business
Dell professional series: https://www.dell.com/business
Apple MacBook Pro: https://www.apple.com/macbook-pro/

Software & Cloud Services Mentioned in the Conversation

CamelCamelCamel (Amazon price tracker): https://camelcamelcamel.com
Keepa (Amazon price history browser extension): https://keepa.com
Honey (price tracking & coupon tool): https://www.joinhoney.com
Prisync (enterprise pricing solution): https://www.prisync.com
Price2Spy (enterprise pricing intelligence): https://www.price2spy.com
Malwarebytes (security software): https://www.malwarebytes.com

View Details

🙏 Special Thanks to Terrell Turner and the ABA for having me on the Law Practice Today Podcast, produced by the Law Practice Division of the American Bar Association. We have an important discussion on trust account management. We cover essential insights on managing trust accounts using online services. This episode has been edited for time, but no information was altered. We are grateful to the ABA and the Law Practice Today Podcast for allowing us to share this valuable conversation with our audience.

🎯 Join Terrell and me as we discuss the following three questions and more!

What precautions should lawyers using online services to manage trust accounts be aware of?
How can solo and small firm attorneys find competent bookkeepers who understand legal trust accounting?
What security measures should attorneys implement when using online payment processors for client funds?

⏱️ In our conversation, we cover the following:

00:00 – Introduction & Preview: Trust Accounts in the Digital Age

01:00 – Welcome to the Law Practice Today Podcast

01:30 – Today's Topic: Online Services for Payments

02:00 – Guest Introduction: Michael D.J. Eisenberg's Background

03:00 – Michael's Experience with Trust Accounts

04:00 – Challenges for Solo and Small Practitioners

05:00 – Ensuring Security in Online Services

06:00 – Questions to Ask Online Payment Providers

07:00 – Password Security & Two-Factor Authentication

08:00 – Finding a Competent Legal Bookkeeper

09:00 – Why 8AM Law Pay Works for Attorneys

10:00 – Daily Monitoring of Trust Accounts

11:00 – FDIC Insurance & Silicon Valley Bank Lessons

13:00 – Researching Trust Account Best Practices

15:00 – Closing Remarks & Podcast Information

📚 Resources

🔗 Connect with Terrell

💼 LinkedIn: https://www.linkedin.com/in/terrellturner/

🌐 Website: https://www.tlturnergroup.com/

🎙️ Law Practice Today Podcast – https://lawpracticetoday.buzzsprout.com

📰 Mentioned in the Episode

ABA Model Rule 1.5 – Maintaining client property separate from your own
ABA Model Rule 1.1 Comment 8 – Technology competence requirement for attorneys
ABA TECHSHOW 2026 – March 25-28, 2026 in Chicago, IL – https://www.techshow.com
Law Practice Today Article by Michael D.J. Eisenberg (May 15, 2025): "What Precautions Should Lawyers Using Online Services to Manage Trust Accounts Be Aware Of?" - https://www.americanbar.org/groups/law_practice/resources/law-practice-today/2025/may-2025/what-precautions-should-lawyers-using-online-services-to-manage-trust-accounts-be-aware-of/

💻 Software & Cloud Services Mentioned in the Conversation

8AM Law Pay – Legal payment processing designed for trust account compliance – https://www.8am.com/lawpay/
1Password – Password manager for generating and syncing complex passwords – https://1password.com/
LastPass – Mentioned as a password manager with noted security concerns – https://www.lastpass.com/

View Details

🎯 In this TSL Labs Bonus episode, we are experimenting with Google's Notebook LLM to do a "Deep Dive" on our November 24th editorial on the ultimate 2025 tech gift guide for attorneys. We use this AI-powered conversation to unpack the key themes, ethical challenges, and actionable recommendations. Whether you're a solo practitioner, big law associate, or tech-curious partner, this episode delivers expert-curated insights on gadgets, AI tools, and must-have devices that support technological competence as a professional obligation.

If you're a busy legal professional seeking practical tech recommendations that enhance daily practice rather than collect digital dust, join us for this insightful conversation that explores how the right technology investments can improve your practice, safeguard your clients, and help prevent unnecessary bar complaints.

🤔 Join Google AI Deep Dive as they discuss the following three questions and more!

What are the essential low-cost tech gifts under $25 that can make an immediate impact on an attorney's practice, and why do items like cables and tracking devices matter for professional competence?
Which professional-grade tools under $100 deliver the best value for attorneys seeking to fulfill their ethical duty to work smarter and faster through AI integration and productivity enhancements?
Why should premium technology investments over $100—including physical infrastructure like ergonomic chairs—be considered essential to an attorney's professional obligation to their clients?

In our conversation, we cover the following:

[00:00:00] — Episode introduction and TSL Labs Bonus overview

[00:01:00] — Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power

[00:02:00] — The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties

[00:03:00] — Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts

[00:04:00] — Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability

[00:05:00] — Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations

[00:06:00] — AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration

[00:07:00] — Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard

[00:08:00] — Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life

[00:09:00] — Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents

[00:10:00] — Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999)

[00:11:00] — Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work

[00:12:00] — Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain

[00:13:00] — Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management

[00:14:00] — The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination

[00:15:00] — Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations

📚 Resources

🖥️ Hardware Mentioned in the Conversation

Under $25:

OWC Thunderbolt 4 USB-C Cable (~$19.99) — Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video —(https://www.owc.com)
Apple AirTag (Single Pack) ($24) — Bluetooth tracking device using Find My network —(https://www.apple.com/airtag)
Logitech Pebble M350 Wireless Mouse (~$19.99) — Silent click, 90% noise reduction, 18-month battery — (https://www.logitech.com)
Anker 341 USB-C Hub (7-in-1) (~$19.99) — HDMI 4K@30Hz, USB ports, SD card slots — https://www.anker.com)
ORICLE 65W USB Travel Power Strip — Flat plug, 4-foot cord, 7-in-1 hub for travel —(https://oricotechs.com)

Under $100:

Apple Pencil (1st Generation) ($99) — Pressure and tilt sensitive stylus for iPad annotation —(https://www.apple.com/shop/product/myqw3am/a/apple-pencil-1st-generation)
Logitech MX Keys Mini Keyboard (~$99.99) — Compact wireless keyboard, connects to 3 devices simultaneously — (https://www.logitech.com)
Soundcore Space One Noise-Canceling Headphones ($69.99) — Adaptive ANC reducing up to 98% noise, 40+ hours battery — soundcore.com
Logitech MX Master 3S Mouse (~$99) — Silent clicks, horizontal scroll wheel, 8000 DPI sensor —(https://www.logitech.com)
Apple AirTag (4-Pack) (~$64-99 during sales from resellers) — Bulk tracking solution for multiple devices/bags — https://www.apple.com/airtag/?afid=p240%7Cgo~cmp-21634151991~adg-175030672529~ad-739792099355_kwd-1231853153907~dev-c~ext-~prd-~mca-~nt-search&cid=aos-us-kwgo-btb-airtag-account-launch-

Premium Over $100:

iPad Air with M3 Chip (Starting at $599) — 8-core CPU, 9-core GPU, ideal balance of power and portability — (https://www.apple.com/ipad-air)
MacBook Air M4 (Starting at $999) — 10-core CPU, 10-core GPU, up to 18 hours battery life —(https://www.apple.com/macbook-air)
Herman Miller Aeron Chair (~$1,351) — Ergonomic office chair with PostureFit SL, three sizes for 1st-99th percentile —(https://www.hermanmiller.com)
LG 34" Ultrawide 5K 2K Monitor (~$315) — 3440x1440 resolution, curved display for seamless multitasking — (https://www.lg.com/us/monitors)
Logitech Brio 4K Ultra HD Webcam (~$160) — 4K@30fps, RightLight 3 HDR, adjustable 65°/78°/90° FOV — (https://www.logitech.com)
Samsung T7 Portable SSD (1TB) (~$109.99) — 1,050MB/s read speed, AES 256-bit encryption, 2m drop resistant — (https://www.samsung.com)
CalDigit TS3 Plus Thunderbolt 3 Dock (~$280) — 15 ports, 87W laptop charging, dual 4K display support — (https://www.caldigit.com)

💻 Software & Cloud Services Mentioned in the Conversation

ChatGPT Plus ($20/month) — OpenAI's premium AI assistant with GPT-4 access for research and drafting — (https://chat.openai.com)
Grammarly Premium (~$96/year on sale; $144/year regular) — AI-powered writing assistant with plagiarism detection —(https://www.grammarly.com)
Apple Find My — Location tracking app for AirTags and Apple devices — https://www.icloud.com/find

📌 Disclaimer: Prices mentioned throughout this episode and show notes are approximate and based on manufacturer suggested retail prices around the time of the publication date; actual pricing may vary depending on manufacturer availability, retailer promotions, seasonal sales, and geographic location, and we recommend verifying current pricing before making any purchase decisions.

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My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service.

Join Allison Johs and me as we discuss the following three questions and more! 🤔

What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity?
What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality?
What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours?

In our conversation, we cover the following: ⏱️

[00:00:00] – Episode introduction and guest welcome
[00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365
[00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups
[00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless
[00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs
[00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm
[00:06:00] – Including staff input during technology selection and implementation
[00:07:00] – Coaching resistant employees through technology adoption
[00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff
[00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems
[00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months
[00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration
[00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training
[00:13:00] – Training new hires and keeping up with subscription software updates
[00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training
[00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review
[00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area
[00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)
[00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis
[00:19:00] – Using AI to find contrary precedents and distinguishing cases
[00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong
[00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)
[00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake
[00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review
[00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing
[00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings
[00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)
[00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization
[00:27:00] – Maximizing productivity during travel and conference attendance
[00:28:00] – Where to find Allison: websites, social media, and YouTube channel

Resources 📚

Connect with Allison Johs:

🌐 Website: LawyerMeltdown.com
📝 Blog: LegalEaseConsulting.com
📧 Email: Allison@LegalEaseConsulting.com
📞 Phone: 631-642-0221
💼 LinkedIn: linkedin.com/in/allisoncjohslegalease
📺 YouTube: Legal Ease Consulting, Inc.

Mentioned in the Episode:

📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources
📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283
📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321
👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/
🏛️ Universal Migrator – CRM/LPM data migration tool - https://www.universalmigrator.com/

Hardware Mentioned in the Conversation:

💻 Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=178tbrz_upMQ.._gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds
🖥️ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One
🖥️ INNOCN Portable Monitor (1080p mobile screen) – innocn.com
📷 Logitech Brio Webcam (4K with built-in microphone) – logitech.com/brio
🖨️ HP Printer - https://www.hp.com/us-en/shop/vwa/printers
📄 Fujitsu ScanSnap Scanner (duplex document scanner) – scansnap.com

Software & Cloud Services Mentioned in the Conversation:

☁️ Microsoft 365 – microsoft.com/microsoft-365
⚡ Microsoft Power Automate – powerautomate.microsoft.com
📅 Microsoft Bookings – microsoft.com/bookings
📅 Calendly – calendly.com
💬 Zoom – Video conferencing platform - zoom.com
📄 Adobe Acrobat (for occasional OCR) – adobe.com/acrobat
⌨️ TextExpander – textexpander.com
🤖 ChatGPT – OpenAI's AI assistant - https://chatgpt.com
🤖 Microsoft Copilot – AI assistant integrated with Microsoft 365 - https://copilot.microsoft.com/
🔍 Google AI – For travel planning and itineraries - https://ai.google/
🔍 Perplexity AI – AI-powered search engine – perplexity.ai
⚖️ Lexis+ AI – Legal research AI tool – lexisnexis.com/lexis-plus-ai

Make LinkedIn Work for You: A Practical Guide for Lawyers and Other Legal Professionals

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📌 Too Busy to Read This Week's Editorial?

Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. 🎙️ This AI-powered discussion unpacks the November 17, 2025, editorial, MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertise—from tech-hesitant solo practitioners to advanced users—so you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation.

In Our Conversation, We Cover the Following

00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format

00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years

00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege

00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing

00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident

00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33%

00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness

00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems

00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants

00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation

00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent

00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case

00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI

00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance

00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve

00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation

Resources

Mentioned in the Episode

ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf
Model Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/
Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/
Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/
Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2022cv01461/575368/54/
Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - https://dho.stanford.edu/wp-content/uploads/Legal_RAG_Hallucinations.pdf

Software & Cloud Services Mentioned in the Conversation

Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - https://www.adobe.com/acrobat.html
Clio - Legal practice management platform with AI features - https://www.clio.com
Google Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.com
Grammarly - AI writing assistant analyzing email and document content - https://www.grammarly.com
Lexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.com
Microsoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/word
Otter.ai - AI meeting assistant and transcription service - https://otter.ai
Smokeball - Practice management with Auto Time AI billing - https://www.smokeball.com
Westlaw - Legal research platform with embedded generative AI - https://legal.thomsonreuters.com/en/products/westlaw
Zoom AI Companion - Meeting transcription and analysis service - https://www.zoom.com

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📌 Too Busy to Read This Week's Editorial?

Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. 🛫 This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive control—turning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed.

In our conversation, we cover the following:

00:00:00 – Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO
00:01:00 – Travel Chaos as the New Normal: System Volatility & Professional Vulnerability
00:02:00 – Flight Schedule Control: The Illusion & Reality of Travel Disruptions
00:02:00 – Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos
00:02:00 – Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems
00:02:00 – Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American)
00:03:00 – Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage
00:03:00 – Early Rebooking Strategy: First and Second Choice Flight Selection
00:03:00 – Trusted Traveler Programs: TSA PreCheck & Time Investment ROI
00:03:00 – TSA PreCheck Value: $78 for Five Years & Security Line Efficiency
00:03:00 – Global Entry: $100 for Five Years with International Customs Acceleration
00:04:00 – Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application
00:04:00 – Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment
00:04:00 – Personal Mobile Hotspot: Cellular Encryption Over Public Networks
00:05:00 – Dual Carrier Coverage: eSIM Technology & Connectivity Insurance
00:05:00 – Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones
00:05:00 – eSIM Digital Technology: Two Active Lines on One Device
00:05:00 – Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup
00:06:00 – VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol
00:06:00 – VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop)
00:06:00 – International Travel Security: VPN Encryption & Surveillance Protection
00:07:00 – TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling
00:07:00 – Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro)
00:07:00 – Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery
00:07:00 – Smart Power Display: Charging Speed Monitoring & Juice Rationing
00:07:00 – Surge Protector Safety: Airport Outlet Protection & Device Insurance
00:08:00 – Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide)
00:08:00 – Travel Credit Card Benefits: Complimentary Lounge Visits Strategy
00:08:00 – Conference Call Chaos: Professional Communication Environment Solutions
00:08:00 – Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus
00:08:00 – Battery Life Requirements: 30-40 Hour Endurance for Extended Delays
00:09:00 – Offline Access Mandate: Pre-Departure Critical File Downloads
00:09:00 – Six-Hour Offline Capability: Zero-Connectivity Work Strategy
00:09:00 – Adobe Scan App: OCR Technology & Mobile Document Management
00:10:00 – Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration
00:10:00 – Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration
00:10:00 – FileVault Encryption & Face ID: Built-In Security Non-Negotiables
00:11:00 – Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation
00:11:00 – Rule One: Full Device Charge Before Departure
00:11:00 – Rule Two: Offline Maps & Critical Files Downloaded Locally
00:11:00 – Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental)
00:11:00 – Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power
00:11:00 – Rule Five: Share Itinerary with Emergency Contact
00:11:00 – Post-Crisis Integration: Permanent Daily Workflow Implementation
00:11:00 – The Bigger Question: Crisis Tools as Permanent Professional Standards
00:12:00 – Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser
00:14:00 – Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources

Resources 📚

Mentioned in the episode:

Global Entry (CBP Trusted Traveler Program): https://www.cbp.gov/travel/global-entry
TSA PreCheck (Trusted Traveler Program): https://www.tsa.gov/precheck

Hardware mentioned in the conversation:

Bose QuietComfort Noise-Canceling Headphones: https://www.bose.com/en_us/products/headphones/over_ear_headphones/bose-quietcomfort-headphones.html
Sony WH-1000XM5 Noise-Canceling Headphones: https://www.sony.com/electronics/headband-headphones/wh1000xm5
TSA-Approved Power Bank (100 Wh, USB-C): https://www.amazon.com/s?k=100+watt+hour+power+bank+usb-c
Travel-Sized Surge Protector: https://www.amazon.com/s?k=travel+surge+protector

Software & Cloud Services mentioned in the conversation:

Adobe Document Cloud (Cross-Device Sync & E-Signature): https://documentcloud.adobe.com
Adobe Scan App (Mobile Document Scanning & OCR): https://www.adobe.com/acrobat/mobile/scanner-app.html
Apple FileVault (Device Encryption): https://support.apple.com/en-us/HT204837
Apple iCloud (File Sync & Continuity): https://www.icloud.com
FlightAware (Real-Time Flight Tracking & Alerts): https://flightaware.com
Flightradar24 (Real-Time Flight Tracking): https://www.flightradar24.com
Priority Pass (Airport Lounge Access - 1,300+ Worldwide): https://www.prioritypass.com
VPN Services (Research Provider Options): https://www.nerdwallet.com/article/apps/best-vpn

View Details

My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work.

Join Nikki Mehrpoo and me as we discuss the following three questions and more!

Based on your pioneering work with "Govern Before You Automate," what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI?
What are your top three tips or tricks when using AI in your work?
When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking?

In our conversation, we cover the following:

00:00:00 – Welcome and guest's background 🌟
00:01:00 – Current tech setup and cloud-based workflows ☁️
00:02:00 – Privacy and IP management, not client confidentiality 🔐
00:03:00 – Document deduplication with Effingo 📄
00:04:00 – Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone 💻📱
00:05:00 – Efficiency tools: Text Expander, personal workflow shortcuts ⌨️
00:06:00 – Balancing technology innovation and risk management ⚖️
00:07:00 – Adapting to change, ongoing legal tech education 🧑‍💻
00:08:00 – Triple-E Framework: Educate, Empower, Elevate 🚀
00:09:00 – Governance, supervision duties, policy setting 🛡️
00:10:00 – Human verification as a standard for all legal AI output 🧑‍⚖️
00:12:00 – Real-world examples: AI hallucinations, bias, and due diligence ⚠️
00:13:00 – IT vs. AI expertise, communicating across teams 🛠️
00:14:00 – Chief AI Governance Officer, governance in legal innovation 🏛️
00:15:00 – Global compliance, EU AI Act, international standards 🌐
00:16:00 – Hidden AI in legacy software, policy gaps 🔎
00:17:00 – Education as continuous legal responsibility 📚
00:18:00 – Better results through prompt engineering 🔤
00:19:00 – Verify, verify, verify: never trust without review ✔️
00:20:00 – ABA Formal Opinion 512: standards for responsible legal AI 📜
00:21:00 – Nikki's Triple-E Protocol, governance best practices 📊
00:22:00 – Data origin, bias, and auditability in legal AI systems 🧩
00:23:00 – Frameworks for "govern before you automate" in legal workflows 🔒
00:24:00 – Importance of internal hosting and zero retention policies 🏢
00:25:00 – Maintaining confidentiality with third-party AI and HIPAA compliance 🤫
00:26:00 – Where to find Nikki and connect 🌐

Resources

Connect with Nikki Mehrpoo

Email: Nikki@MedLegalProfessor.AI
Website: https://governbeforeyouautomate.ai
Secondary Site: https://igoverai.com
LinkedIn: https://linkedin.com/in/nikkimehrpoo

Mentioned in the episode

ABA Formal Opinion 512: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/
EU AI Act: https://digital-strategy.ec.europa.eu/en/policies/regulatory-framework-ai
GoHighLevel: https://blog.gohighlevel.com/highlevel-101-everything-you-need-to-know/
Triple-E AI Governance Protocol: https://igoverai.com

Hardware mentioned in the conversation

HP External Monitors: https://www.hp.com/us-en/shop/vp/displays
HP Omni Book 7 Laptop: https://www.hp.com/us-en/shop/vp/Hp_Omnibook_7_Series
iPhone: https://www.apple.com/iphone/

Software & Cloud Services mentioned in the conversation

GoHighLevel: https://gohighlevel.com
Gamma: https://gamma.app
Effingo: https://effingotech.com/
Text Expander: https://textexpander.com
Pixart: https://pixart.ai

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📌 To Busy to Read This Week's Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 This episode explores the real-world story that sparked critical questions about professional responsibility: a North Bethesda prank that went wrong and became a legal cautionary tale. We unpack the implications of AI-generated deepfakes for evidence authentication, client confidentiality, and the fundamental duty lawyers owe to the court. Whether you're navigating emerging tech in your practice or learning how to protect yourself from costly bar complaints, this conversation provides actionable insights into ABA Model Rules 1.1, 3.3, and 8.4. 📋

What You'll Learn: ✅ The technology competence imperative for modern attorneys ✅ How deepfake detection connects to ethical obligations ✅ The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) ✅ Five practical safeguards to implement immediately ✅ Why the "liar's dividend" threatens judicial integrity

⏱️ In Our Conversation, We Cover the Following:

[00:00:00 – 00:01:00] Welcome & episode overview—exploring generative AI and legal responsibility in the digital age 📱
[00:01:00 – 00:03:00] The North Bethesda deepfake incident—a 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response 🚨
[00:03:00 – 00:04:00] The technology competence imperative—ABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks 📚
[00:04:00 – 00:05:00] The extent of adoption—31+ states have adopted or adapted tech competence language; it's no longer optional 📍
[00:05:00 – 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices 🔍
[00:06:00 – 00:07:00] Rule 3.3 in the AI era—candor toward the tribunal when evidence authenticity is questioned 🏛️
[00:07:00 – 00:08:00] The liar's dividend phenomenon—how deepfakes undermine trust in all evidence, even genuine materials 🎭
[00:08:00 – 00:09:00] Defending authentic evidence—proactive authentication, metadata, and chain of custody documentation 📊
[00:09:00 – 00:10:00] Rule 8.4 and the ethical precipice—the line between negligence and fraud when submitting unverified digital evidence ⚠️
[00:10:00 – 00:11:00] The Rule 1.6 vs. Rule 3.3 conflict—when client confidentiality must yield to candor with the court 🤝
[00:11:00 – 00:12:00] Disclosure obligations—lawyers must reveal false evidence, even if provided by their own client 📢
[00:12:00 – 00:13:00] Safeguard #1: Invest in education—CLE courses, Florida's three-hour tech requirement, and continuous learning 🎓
[00:12:00 – 00:13:00] Safeguard #2: Establish verification protocols—documentation, metadata demands, and forensic expert consultation 🔐
[00:13:00 – 00:14:00] Safeguard #3: Disclose limitations transparently—admitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel 👥
[00:14:00 – 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations 📝
[00:14:00 – 00:15:00] The bigger question—what's the long-term cost to justice when digital evidence authenticity is perpetually questioned? 🔮

📚 Resources

Connect with Michael D.J. Eisenberg

🌐 Website: https://www.thetechsavvylawyer.com 📧 Email: MichaelDJ@TheTechSavvyLawyer.Page 💼 LinkedIn: https://www.linkedin.com/in/michaeldjeisenberg/ 📱 Podcast: https://www.thetechsavvylawyer.page/podcast

Mentioned in the Episode

🔹 ABA Model Rule 1.1 – Competence requirement (amended 2012) 🔹 ABA Model Rule 3.3 – Candor toward the tribunal 🔹 ABA Model Rule 8.4 – Misconduct (dishonesty, fraud, deceit, misrepresentation) 🔹 ABA Model Rule 1.6 – Confidentiality of information 🔹 North Bethesda, Maryland Deepfake Incident – October 2025 case study 🔹 Florida CLE Mandate – Three hours of technology-focused continuing legal education every three years 🔹 40 States, D.C. & P.R. – Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language

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My next guest is Lance Kennedy. Lance is a former federal prosecutor who now operates a tech forward criminal defense practice in Texas. He combines his prosecutorial experience with cutting edge AI and automation tools to compete against well-resourced government teams, helping criminal defense attorneys leverage technology for data analytics, digital forensics, and case management across both federal and state courts.

Join Lance Kennedy and me as we discuss the following three questions and more! 🎯

What are the top three ways criminal defense attorneys can leverage technology to level the playing field against well-resourced prosecution teams? And how has your prosecutorial experience informed your approach to implementing these tools?
With your experience handling both federal cases and state Texas matters, what are the top three technological tools or approaches that criminal defense attorneys should prioritize differently when managing federal cases versus state cases? And how can technology help attorneys navigate the distinct procedural and evidentiary challenges of each system?
What are the top three ethical and practical considerations criminal defense attorneys must address when implementing AI tools in their practice? And how can lawyers ensure they maintain the 'human in the loop' while maximizing AI's benefits for client representation?

In our conversation, we cover the following ⏱️

00:00:00 - Introduction

00:01:00 - Guest's Current Tech Setup

00:05:00 - Top Three Ways Criminal Defense Attorneys Can Leverage Technology

00:08:00 - Federal vs State Technology Tools and Approaches

00:10:00 - Top Three Tech Tools Better Than Government Systems

00:13:00 - Data Privacy and PII Protection in AI Tools

00:14:00 - Ethical and Practical Considerations for AI Implementation

00:16:00 - Where to Find Lance Kennedy

RESOURCES 📚

Connect with Lance Kennedy 🤝

Website: https://www.lancekennedy.comelitelawyer+1
LinkedIn: https://www.linkedin.com/in/lancelkennedy/voyageaustin
Phone: (737) 324-7540

Mentioned in the Episode 💡

Apple Annual Upgrade Program: https://www.apple.com/shop/iphone/iphone-upgrade-program
Apple Business Account: https://www.apple.com/business/

Hardware Mentioned in the Conversation 💻

Curved Samsung Monitors): https://www.samsung.com/us/computing/monitors/
iPhone 17 Pro Max (Dual SIM, Orange): https://www.apple.com/iphone/
MacBook Pro (M2 chip, 16GB): https://www.apple.com/macbook-pro/
OtterBox Defender Case: https://www.otterbox.com/en-us/defender-seriesotterbox+1
Secret Lab Gaming Chair: https://secretlab.cosecretlab
Software & Cloud Services Mentioned in the Conversation ☁️
Box (evidence sharing): https://www.box.com
ChatGPT Pro: https://openai.com/chatgpt/openai+1
Co-Counsel (Westlaw AI): https://legal.thomsonreuters.com/en/products/westlaw-advantagesites.psu+1
Gmail: https://www.google.com/gmail/
Grammarly: https://www.grammarly.comwikipedia+1
Lawmatics (CRM): https://www.lawmatics.comlegaltechnologyhub+1
MyCase (client management portal): https://www.mycase.comresiliencelawgroup+1
Scorpion (website management/advertising): https://www.scorpion.coonthemap+1
Westlaw: https://legal.thomsonreuters.com/en/products/westlaw-advantagelegal.thomsonreuters+1

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My next guest is Cordell Brion Robinson, CEO of Brownstone Consulting Firm and a decorated US Navy veteran who brings an extraordinary combination of expertise to cybersecurity. With a background in Computer Science, Electrical Engineering, and law, plus experience as a Senior Intelligence Analyst, Cordell has created cybersecurity programs that comply with the National Institute of Standards and Technology, the Federal Information Security Management Act, and the Office of Management and Budget standards for both government and commercial organizations. His firm specializes in compliance services, performing security framework assessments globally for commercial and government entities. Currently, he's innovating the cybersecurity space through automation for security assessments. Beyond his professional accomplishments, Cordell runs the Shaping Futures Foundation, a nonprofit dedicated to empowering youth through education, demonstrating his commitment to giving back to the community.

Join Cordell Robinson and me as we discuss the following three questions and more! 🎙️

What are the top three cybersecurity practices that lawyers should immediately adopt to secure both client data and sensitive case material in their practice?
From your perspective as both a legal and cybersecurity expert, what are the top three technology tools or platforms that can help lawyers streamline compliance and governance requirements in a rapidly evolving regulatory environment?
What are the top three steps lawyers can take to overcome resistance to technology adoption in law firms, ensuring these tools actually improve outcomes and efficiency rather than just adding complexity

In our conversation, we cover the following: ⏱️

00:00:00 - Introduction and welcome to the podcast
00:00:30 - Cordell's current tech setup - Windows laptop, MacBook, and iPhone
00:01:00 - iPhone 17 Pro Max features including 48MP camera, 2TB storage, and advanced video capture
00:01:30 - iPhone 17 Air comparison and laptop webcam discussion
00:02:00 - VPN usage strategies - Government VPN for secure client communications
00:02:30 - Commercial client communications and secure file sharing practices
00:03:00 - Why email encryption matters and Mac Mail setup tutorial
00:04:00 - Bonus question: Key differences between commercial and government security work
00:05:00 - Security protocols comparison and navigating government red tape
00:06:00 - Question 1: Top three cybersecurity practices lawyers must implement immediately
00:06:30 - Understanding where client data comes from and having proper IT security professionals
00:07:00 - Implementing cybersecurity awareness training for all staff members
00:07:30 - Practical advice for solo and small practitioners without dedicated IT staff
00:08:00 - Proper email practices and essential security awareness training skills
00:08:30 - Handling data from average clients in sensitive cases like family law
00:09:00 - Social engineering considerations in contentious legal matters such as divorces
00:10:00 - Screening threats from seemingly reliable platforms - Google Play slop ads as recent example
00:10:30 - Tenable vulnerability scanning tool recommendation (approximately $1,500/year)
00:11:00 - Question 2: Technology tools for streamlining compliance and governance
00:11:30 - GRC tools for organizing compliance documentation across various price points
00:12:00 - SharePoint security lockdown and importance of proper system configuration
00:12:30 - Monitoring tools discussion - why no perfect solution exists and what to consider
00:13:00 - Being amenable to change and avoiding long-term contracts with security tools
00:14:00 - Question 3: Strategies for overcoming resistance to technology adoption
00:14:30 - Demonstrating efficiency and explaining the full implementation process
00:15:00 - Converting time savings to dollars and cents for senior attorney buy-in
00:15:30 - Mindset shift for billable hour attorneys and staying competitive in the market
00:16:00 - Being a technology Guinea pig and testing tools yourself first
00:16:30 - Showing real results to encourage buy-in from colleagues
00:17:00 - Real-world Microsoft Word example - styles, cross-references, and table of contents time savings
00:17:30 - Showing value add and how technology can bring in more revenue
00:18:00 - Where to find Cordell Robinson - LinkedIn, www.bcf-us.com, Brownstone Consulting Firm
00:18:30 - Company description and closing remarks

Resources 📚

Connect with Cordell Robinson:

LinkedIn: https://www.linkedin.com/in/cordell-robinson-a2213a4
Company Website: https://www.bcf-us.com
Instagram: https://www.instagram.com/brownstone_consulting_firm
Shaping Futures Foundation: https://shapingfutures.org

Government & Compliance Frameworks:

NIST: https://www.nist.gov
NIST Time Services: https://nist.time.gov

Software & Tools:

Apple Mail Encryption Guide: https://support.apple.com/guide/mail/sign-or-encrypt-emails-mlhlp1180/mac
Apple Products: https://www.apple.com
Microsoft SharePoint: https://www.microsoft.com/en-us/microsoft-365/sharepoint/collaboration
Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word
Tenable Vulnerability Management: https://www.tenable.com

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My next guest is Tim Semelroth. Tim is an Iowa personal injury attorney from RSH Legal, who leverages cutting-edge AI tools, including Notebook LM for expert testimony preparation, Claude AI for dictation, and SIO for medical records analysis. He shares practical strategies for maintaining client relationships through e-signatures, texting integration, and automated birthday card systems while embracing legal technology. All this and more, enjoy.

Join Tim Semelroth and me as we discuss the following three questions and more!

What are the top three ways lawyers can leverage AI tools like ChatGPT and Notebook LM to prepare for expert testimony or cross-examination? And how do you ensure client confidentiality when using these tools?
What are the top three technology tools or systems that personal injury attorneys should implement to streamline their practice when handling cases involving trucking accidents, medical records analysis, and insurance negotiations?
What are the top three strategies you recommend for attorneys to maintain personal relationships with clients and community involvement, while also embracing cutting-edge legal technology to improve practice efficiency?

In our conversation, we cover the following:

[00:01:00] Introduction and guest tech setup discussion

[00:02:00] Dell hardware specifications and IT outsourcing strategy

[00:03:00] Smartphone preferences - iPhone 16 and iPad Pro

[00:04:00] Cross-platform compatibility between Windows and Mac environments

[00:05:00] Web-based software solutions for remote work flexibility

[00:06:00] Plaud AI dictation hardware - features and use cases

[00:07:00] Dictation while exercising and driving - mobile workflows

[00:08:00] Essential software stack - File Vine, Lead Docket, and SIO

[00:09:00] AI tools for expert testimony preparation and HIPAA compliance

[00:10:00] Simplifying complex legal language for jury comprehension

[00:11:00] Using AI to brainstorm cross-examination topics and preparation

[00:12:00] Notebook LM audio overview feature for testimony preparation

[00:13:00] Client communication preferences - e-signatures and texting

[00:14:00] File Vine texting integration for client communications

[00:15:00] Case management alerts and notification systems

[00:17:00] Client preferences for phone vs. video communication

[00:18:00] Rural client challenges and electronic communication benefits

[00:20:00] SIO AI platform for medical records analysis

[00:21:00] Medical chronology automation and document management

[00:22:00] Jurisdiction-specific customization for demand letters

[00:23:00] Content repurposing strategy across multiple platforms

[00:24:00] LinkedIn marketing for lawyer referral relationships

[00:25:00] Multi-channel newsletter approach - digital and print

[00:26:00] Print newsletter effectiveness for legal professionals

[00:27:00] SEO benefits and peer recognition from content marketing

[00:28:00] Client communication policy - 30-day contact requirements

[00:29:00] Proactive client outreach through text messaging

[00:30:00] Automated birthday card system for client retention

[00:31:00] The Marv Stallman Rule - personal marketing through cards

[00:32:00] Technology-enabled client relationship management

[00:33:00] Contact information and social media presence

RESOURCES

Connect with Tim!

LinkedIn: https://www.linkedin.com/in/tim-semelroth/
Firm Website: https://www.fightingforfairness.com

Hardware mentioned in the conversation

Dell Precision 5490 laptop: https://www.dell.com/en-us/shop/dell-laptops/precision-5490-mobile-workstation/spd/precision-14-5490-laptop
Dell SC2722HX dual monitors (4K): https://www.dell.com/en-us/shop/dell-27-4k-uhd-usb-c-hub-monitor-s2722dz/apd/210-ayue
Dell UltraSharp 4K UHD Webcam: https://www.dell.com/en-us/shop/dell-ultrasharp-4k-webcam-wb7022/apd/520-aaul
iPad Pro: https://www.apple.com/ipad-pro/
iPhone 16: https://www.apple.com/iphone-16/
Mac (family computer): https://www.apple.com/mac/
Plaud AI Note recorder: https://www.plaud.ai/products/plaud-note-ai-voice-recorder
Plaud AI Pin: https://www.plaud.ai/collections/collection-for-all-device

Software & Cloud Services mentioned in the conversation

Audible: https://www.audible.com/
ChatGPT: https://chat.openai.com/
Claude AI: https://claude.ai/
File Vine (Case Management): https://www.filevine.com/
Lead Docket (Lead Management): https://www.leaddocket.com/
Microsoft Outlook Add-In (File Vine): https://www.filevine.com/integrations/
Notebook LM (Google): https://notebooklm.google.com/
SIO (AI Medical Records Analysis): https://www.supio.com/

Subscribe to The Tech-Savvy Lawyer.Page podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. Don't forget to leave us a five-star review! ⭐️⭐️⭐️⭐️⭐️

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My next guest is Stephen Embry. Steve is a legal technology expert, blogger at Tech Law Crossroads, and contributor to Above the Law. A former mass tort defense litigator with 20 years of remote practice experience, Steven specializes in AI implementation for law firms and legal technology adoption challenges. With a master's degree in civil engineering and programming expertise since 1980, he brings a unique technical insight to legal practice. Steven provides data-driven analysis on how AI is revolutionizing law firms while addressing critical privacy and security concerns for legal professionals. 💻

Join Stephen Embry and me as we discuss the following three questions and more! 🎯

What do you think are the top three game-changer announcements from the 2025 ILTA Conference for AI that're gonna make the most impact for solo, small, and mid-size law firms?
What are the top three security and privacy concerns lawyers should address when using AI?
What are your top three hacks when it comes to using AI in legal?

In our conversation, we covered the following and more! 📝

[00:00:00] Episode Introduction & Guest Bio
[00:01:00] Steve's Current Tech Setup
[00:02:00] Apple Devices Discussion - MacBook Air M4, AirPods Pro
[00:06:00] Android Phone & Remote Practice Experience
[00:09:00] iPad Collection & MacBook Air Purchase Story
[00:12:00] Travel Tech & Backup Strategies
[00:15:00] Q1: AI Game Changers from ILTA 2025 Conference
[00:24:00] Billable Hour vs AI Adoption Challenges
[00:26:00] Competition & Client Demands for Technology
[00:35:00] Q2: AI Security & Privacy Concerns for Lawyers
[00:37:00] Discoverability & Privilege Waiver Issues
[00:44:00] Q3: Top AI Hacks for Legal Professionals
[00:46:00] Using AI for Document Construction & Rules Compliance
[00:50:00] Contact Information & Resources

Resources 📚

Connect with Stephen Embry

• Email: sembry@techlawcrossroads.com• Blog: Tech Law Crossroads - https://techlawcrossroads.com• Above the Law Contributions: https://abovethelaw.com• LinkedIn: [Stephen Embry LinkedIn Profile]

Mentioned in the Episode

• ILTA (International Lawyers Technology Association) Conference 2025 - https://www.iltanet.org• Max Stock Conference - Chicago area legal technology conference• Consumer Electronics Show (CES) - https://www.ces.tech• Federal Rules of Civil Procedure - https://www.uscourts.gov/rules-policies/current-rules/federal-rules-civil-procedure • Apple Event (October 9th) - Apple's product announcement events• Gaylord Conference Center - Washington, DC area conference venue

Hardware Mentioned in the Conversation 🖥️

• MacBook Air M4 (13-inch) - https://www.apple.com/macbook-air/ • iPad Pro - https://www.apple.com/ipad-pro/• iPad Air - https://www.apple.com/ipad-air/• iPad Mini - https://www.apple.com/ipad-mini/• iPhone 16 - https://www.apple.com/iphone-16/• Apple Watch Ultra 2 - https://www.apple.com/apple-watch-ultra-2/ • AirPods Pro - https://www.apple.com/airpods-pro/ • Samsung Galaxy (Android phone) - https://www.samsung.com/us/mobile/phones/galaxy/ • Samsung Galaxy Fold 7 - https://www.samsung.com/global/galaxy/galaxy-z-fold7/

Software & Cloud Services Mentioned in the Conversation ☁️

• Apple Intelligence - https://www.apple.com/apple-intelligence/ • ChatGPT - https://chat.openai.com• Claude (Anthropic) - https://claude.ai• Brock AI - AI debate and argumentation tool• Notebook AI - https://notebooklm.google.com • Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word • Dropbox - https://www.dropbox.com• Backblaze - https://www.backblaze.com• Synology - https://www.synology.com• Whisper AI - https://openai.com/research/whisper

Don't forget to give The Tech-Savvy Lawyer.Page Podcast a Five-Star ⭐️ review on Apple Podcasts or wherever you get your podcast feeds! Your support helps us continue bringing you expert insights on legal technology.

Our next episode will be posted in about two weeks. If you have any ideas about a future episode, please contact Michael at michaeldj@techsavvylawyer.page 📧

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Our next guest is Steve Fretzin. Steve is a renowned business development coach and host of the "Be That Lawyer" podcast. He is dedicated to helping attorneys grow their practices through modern, client-focused strategies that eliminate the discomfort of traditional sales tactics. With decades of experience, Steve's mission is to equip lawyers with the tools they need to build sustainable practices, manage their time more effectively, and cultivate lasting client relationships.

In this conversation, Steve outlines the critical technology skills that can transform a solo practice from merely surviving to truly thriving, and many more.

Join Steve and me as we discuss the following three questions and more!

As you counsel attorneys transitioning from large law firms to solo practice, what are the top three tech skills you believe a solo practitioner must develop to not just survive, but to truly excel and stand out from the competition?
Many lawyers feel overwhelmed by the rapid pace of technological change. What are your top three strategies for attorneys who want to embrace technology but don't know where to start?
Looking ahead, what are the top three emerging technologies, such as AI and automation, that are reshaping the legal industry? And what are the top three steps lawyers should take now to prepare for these changes, both to improve their own practices and to better serve their clients?

In our conversation, we cover the following:

[00:35] Steve's Current Tech Setup

[13:14] Top Tech Skills for Solo Practitioners

[19:49] Strategies for Embracing Technology

[26:04] Emerging Technologies in the Legal Industry and Preparing for Technological Changes

[33:40] Steve's Book and Podcast

Resources:

Connect with Steve:

Website: fretzin.com/
LinkedIn: linkedin.com/in/stevefretzin/
Podcast: fretzin.com/podcast/episodes/
Facebook: facebook.com/fretzinsteve/
Twitter: @stevefretzin
Book Your Initial Consultation: fretzin.com/letstalk/
Marketing Director Email: Christian Rivera chris.rivera.designs@gmail.com

Mentioned in the episode:

Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice: amazon.com/Be-That-Lawyer-Rainmakers-Successful

Hardware mentioned in the conversation:

Apogee microphone: apogeedigital.com/shop/mics
reMarkable 2: remarkable.com/products/remarkable-2

Software & Cloud Services mentioned in the conversation:

Backblaze: backblaze.com/
Clio: clio.com/
Filevine: filevine.com/
HoudahSpot: houdah.com/houdahSpot
Lawmatics: lawmatics.com/
MyCase: mycase.com/
Notebook.ai: notebook.ai/
QuickBooks: quickbooks.intuit.com/
Setapp: setapp.com/
Squarespace: squarespace.com/
Synology NAS: synology.com/

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My next guest is Colin Levy, General Counsel at Malbek. Colin is a leading voice in legal innovation. During our interview, he shares practical insights on building foundational legal tech skills for modern lawyers.

During the conversation, Colin outlines the top three steps every lawyer should take to develop legal tech competency, regardless of their technical background. He emphasizes the ethical responsibilities that lawyers face when utilizing AI, particularly the risks associated with unchecked reliance on generative tools and the need to acknowledge potential inaccuracies. Colin also shared some great tips on how to better utilize legal professionals' use of Microsoft Word to improve efficiency and save time (and money💰). In discussing the adoption of new technology, he underscores the importance of defining problems, clarifying desired outcomes, and fully leveraging existing tools before selecting new solutions strategically.

Join Colin and me as we discuss the following three questions and more!

Based on his extensive experience interviewing legal tech leaders and your role as general counsel at Malbek, Colin provides the top three foundational steps every lawyer should take today to build their legal tech competency, regardless of their current technical skill level.
Colin shares three specific ways lawyers can immediately improve their document drafting efficiency using existing technology tools, and how this foundational competence connects to more advanced legal tech adoption.
Colin has conducted hundreds of interviews with legal tech leaders and now serves as general counsel for a CLM company. He has seen both the vendor and practitioner perspectives. Cl0in shares his top three strategic considerations lawyers should evaluate when selecting and implementing new technology solutions to ensure they actually improve client service delivery and practice efficiency rather than just adding complexity.

In our conversation, we cover the following:

[01:28] Colin's Tech Setup

[11:14] The Three Core Steps to Legal Tech Competency

[13:17] AI Tools and Ethical Considerations

[17:29] Improving Document Drafting Efficiency

[23:15] Strategic Considerations for Technology Selection

Resources:

Connect with Colin:

LinkedIn: linkedin.com/in/colinslevy/
Schedule Time with Colin:calendly.com/colin-levy/30min
Website: colinslevy.com/

Mentioned in the episode:

The Legal Tech Ecosystem: https://www.colinslevy.com/books#:~:text=More...-,The%20Legal%20Tech%20Ecosystem,-Innovation%2C%20Advancement
Handbook: https://www.colinslevy.com/books#:~:text=Handbook%20of%20Legal%20Tech

Hardware mentioned in the conversation:

Apple iPhone: https://www.apple.com/iphone-15-pro/
Apple Mini: https://www.apple.com/mac-mini/
Apple Studio Displays: apple.com/studio-display/
Blue Yeti Microphone: https://www.logitechg.com/en-us/shop/p/yeti-premium-usb-microphone
iContact Pro Camera: https://icontactcamera.com
Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro

Software & Cloud Services mentioned in the conversation:

Claude: claude.ai/
Google Drive - https://drive.google.com
Malbek CLM: malbek.io/
Microsoft Outlook - https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook
Microsoft Teams - https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word
Perplexity: perplexity.ai/
Zoom - https://zoom.us

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Dorna Moini, CEO and Founder of Gavel, discusses how generative AI is transforming the way legal professionals work. She explains how Gavel helps lawyers automate their work, save time, and reach more clients without needing to know how to code. In the conversation, she shares the top three ways AI has improved Gavel's tools and operations. She also highlights the most significant security risks that lawyers should be aware of when using AI tools. Lastly, she provides simple tips to ensure AI-generated results are accurate and reliable, as well as how to avoid false or misleading information.

Join Dorna and me as we discuss the following three questions and more!

What are the top three ways generative AI has transferred Gavel's offerings and operations?
What are the top three most critical security concerns legal professionals should be aware of when using AI-integrated products like Gavel?
What are the top three ways to ensure the accuracy and reliability of AI-generated results, including measures to prevent false or misleading information or hallucinations?

In our conversation, we cover the following:

[01:16] Dorna's Tech Setup and Upgrades

[03:56] Discussion on Computer and Smartphone Upgrades

[08:31] Exploring Additional Tech and Sleeping Technology

[09:32] Generative AI's Impact on Gavel's Operations

[13:13] Critical Security Concerns in AI-Integrated Products

[16:44] Playbooks and Redline Capabilities in Gavel Exec

[20:45] Contact Information

Resources:

Connect with Dorna:

Instagram: instagram.com/dorna_at_gavel
LinkedIn: linkedin.com/in/documentautomation/
Website:gavel.io/

Websites & SaaS Products:

Apple Podcasts — Podcast platform (for reviews)
ChatGPT — AI conversational assistant by OpenAI
Gavel — AI-powered legal automation platform (formerly Documate)
Gavel Exec — AI assistant for legal document review and redlining (part of Gavel)
MacRumors — Apple news and product cycle information
Notion — Workspace for notes, databases, and project management
Slack — Team communication and collaboration platform

Hardware:

Apple iPhone 15 — Smartphone
Apple Mac Mini — Compact desktop computer
Apple Mac Studio — Desktop computer
Apple MacBook Pro — Laptop computer
Eight Sleep — Smart mattress and sleep technology

Other:

Apple Business Account — For business purchases and trade-ins

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Laura Moorer, the Law Librarian for the DC Court of Appeals, brings over two decades of experience in legal research, including nearly 14 years with the Public Defender Service for DC. In this conversation, Laura shares her top three tips for crafting precise prompts when using generative AI, emphasizing clarity, specificity, and structure. She also offers insights on how traditional legal research methods—like those used with LexisNexis and Westlaw—can enhance AI-driven inquiries. Finally, Laura offers practical strategies for utilizing generative AI to help lawyers identify and locate physical legal resources, thereby bridging the gap between digital tools and tangible materials.

Join Laura and me as we discuss the following three questions and more!

What are your top three tips when it comes to precise prompt engineering, your generative AI inquiries?
What are your top three tips or tricks when it comes to using old-school prompts like those from the days of LexisNexis and Westlaw in your generative AI inquiries?
What are your top three tips or tricks using generative AI to help lawyers pinpoint actual physical resources?

In our conversation, we cover the following:

[00:40] Laura's Current Tech Setup

[03:27] Top 3 Tips for Crafting Precise Prompts in Generative AI

[13:44] Bringing Old-School Legal Research Tactics to Generative AI Prompting

[20:42] Using Generative AI to Help Lawyers Locate Physical Legal Resources

[24:38] Contact Information

Resources:

Connect with Laura:

LinkedIn: linkedin.com/in/laura-moorer
Email: lmoorer@dcappeals.gov
Instagram: instagram.com/dccalibby/

Mentioned in the episode:

Libby Visits the DC Courts
🔗 https://perma.cc/HXA9-NR8B is an archive of http://intranet.gov/attachment/782039870000/1800539/Libby%20visits%20the%20DC%20Courts%20Story%20BookRS.pdf?type=1 from Wednesday 02, July 2025

Software & Cloud Services mentioned in the conversation:

AT&T Internet: att.com/internet/
Bloomberg Law: pro.bloomberglaw.com/
Fastcase: fastcase.com/
Internet Archive: archive.org/
LexisNexis: lexisnexis.com/en-us
Spectrum Internet: spectrum.com/internet
vLex: vlex.com/
Westlaw: legal.thomsonreuters.com/en/westlaw
WorldCat: worldcat.org/

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Unlock the potential of Apple and Mac technology for your law practice! On this episode of The Tech-Savvy Lawyer.Page Podcast, recorded live at the 2025 MacStock Conference in Illinois, host Michael D.J. Eisenberg brings together a dynamic panel featuring legal tech leaders and Mac platform experts.

Panelists include:

Stephen Embry (Past ABA TECHSHOW Co-Chair, legal tech leader)
Doc Rock (Ecamm, broadcasting pro)
Katie Fawkes (Ecamm, live video authority)
Mike Potter (MacStock Conference founder)
Michael D.J. Eisenberg (Host, Tech-Savvy Lawyer)

Key topics discussed:

Top reasons attorneys and law firms should attend non-legal tech conferences
How Apple and Mac products improve productivity, security, & client service for lawyers
Real workflows and Mac/Apple app recommendations for solo and small firm lawyers
Using built-in Mac tools (Preview, Keynote, Numbers, Notes) for document management, presentation, and collaboration
Mac-based video tools for virtual hearings, depositions, and branding
Security, privacy, and intuitiveness of Mac vs. PC for law firms and practitioners
Tips for lawyers exploring the Apple ecosystem for the first time

Perfect for: Attorneys, legal professionals, and law office staff—from beginners to those with intermediate tech-savvy—seeking to leverage Macs and Apple tools for practice transformation, productivity, and client success.

MacStock 2025 Panel — Hardware, Software, and SaaS Items List

Below is a curated list of hardware, software, and SaaS (cloud-based) tools discussed during the 2025 MacStock Conference legal tech panel. Each item includes a brief note, organized by category, with links for additional information.

🖥️ Computer Hardware

Apple MacBook (Air/Pro): Apple MacBook Official
Mac Mini: Apple Mac Mini
Apple iPad: Apple iPad
Apple Watch” Apple Watch

🗂️ Core Software (macOS/iOS/Integrated)

Preview: macOS Preview Overview
Pages: Pages App
Numbers: Numbers App
Keynote: Keynote App
Notes: Notes on macOS

💻 Third-Party Software

PDFPenPro (now Nitro PDF Pro): Nitro PDF Pro
TextExpander: TextExpander
Typinator / TypeIt4Me: Typinator
Ecamm Live: Ecamm Live 1

☁️ SaaS / Cloud-Based Tools

Billings Pro
Clio
Daylite
MyCase
Parallels Desktop
VMware Fusion
Zoom

🛠️ Utility & Integration Tools

Spotlight
macOS tool for searching files, doing quick calculations, and currency conversion.
Spotlight Info
AppleScript / Automator / Hazel
For workflow automation and document management in legal practice.
Hazel

📦 Other Hardware & Accessories

OpenCase
MacStock 2025 sponsor, offers MagSafe cases for iPhone and accessories to enhance workflow and device protection.
OpenCase 1
Apple Pro Headphones: (AirPods Max)

Additional Learning & Community Resources

MacVoices Podcast / Community
Shared for Mac info and legal technology networking.
MacVoices 2
TechLaw Crossroads
Technology in law blog by Stephen Embry.
TechLaw Crossroads

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Our next guest is Jennifer Wondracek, Director of the Law Library and Professor of Legal Research and Writing at Capital University Law School. Jennifer shares her expertise as a legal technologist and ABA Women of Legal Tech Honoree. She addresses three vital questions: the top technological tools law students and lawyers should leverage, strategies to help new attorneys adapt to firm technologies, and ways law firms can automate routine tasks to prioritize high-value legal work. Drawing on her extensive experience in legal education and technology, Jennifer emphasizes practical solutions, the importance of transferable skills, and the increasing role of generative AI in modern legal practice.

Join Jennifer and me as we discuss the following three questions and more!

As Head Librarian at Capital University Law School, what are the top three technological tools or resources that you believe law students and practicing lawyers should be leveraging right now to enhance legal research and client service?
What are the top three strategies that lawyers can use to help law students clerking for a firm, or new attorneys, quickly adapt to become proficient with the technology platforms and tools used in their practice, particularly when these tools differ from what they learned in law school?
Beyond legal research, what are the top three ways law firms and solo practitioners can use technology to automate routine tasks and create more time for high-value legal work?

In our conversation, we cover the following:

[01:03] Jennifer’s Current Tech Setup

[06:27] Top Technological Tools for Law Students and Practicing Lawyers

[11:23] Case Management Systems and Generative AI

[23:15] Strategies for Law Students and New Attorneys to Adapt to Technology

[31:03] Permissions and Backup Practices

[34:20] Automating Routine Tasks with Technology

[39:41] Favorite Non-Legal AI Tools

Resources:

Connect with Jennifer:

LinkedIn: linkedin.com/in/jennifer-wondracek/

Mentioned in the episode:

Bloomberg (free ethics guidance & opinions list)
Charlotin’s AI Hallucinations Tracker (free)
Database of AI Litigation Tracker (free)
RAILS chart (free-standing order/local rules tracker)
Ropes & Gray Map (free-standing order/local rules tracker)

Hardware mentioned in the conversation:

TCL NXTPAPER 11 Plus Tablet: tcl.com/global/en/tablets/tcl-nxtpaper-11-plus

Software & Cloud Services mentioned in the conversation:

Clio: clio.com/
CoCounsel: thomsonreuters.com/en/cocounsel
Daylite: daylite.app/
Fastcase / vLex: vlex.com/products/fastcase
Goblin Tools: goblin.tools/
IFTTT: ifttt.com/
LawDroid: lawdroid.com/
Legal Tech Hub: legaltechnologyhub.com/
LexisNexis: lexisnexis.com/en-us/gateway.page
NSLT: legaltechsociety.wildapricot.org/
PACER: pacer.uscourts.gov/
Procertas: procertas.com/
TheFormTool: theformtool.com/
Westlaw: legal.thomsonreuters.com/en/westlaw
Zapier: zapier.com/

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🎧 Can't find time to read lengthy legal tech editorials? We've got you covered.

As part of our Tech Savvy Lawyer Labs initiative, I've been experimenting with cutting-edge AI to make legal content more accessible. This bonus episode showcases how Notebook.AI can transform written editorials into engaging podcast discussions.

Our latest experiment takes the editorial "AI and Legal Research: The Existential Threat to Lexis, Westlaw, and Fastcase" and converts it into a compelling conversation between two AI hosts who discuss the content as if they've thoroughly analyzed the piece.

This Labs experiment demonstrates how AI can serve as a time-saving alternative for legal professionals who prefer audio learning or lack time for extensive reading. The AI hosts engage with the material authentically, providing insights and analysis that make complex legal tech topics accessible to practitioners at all technology skill levels.

🚀 Perfect for commutes, workouts, or multitasking—get the full editorial insights without the reading time.

Enjoy!

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Hey everyone, welcome to this bonus episode!

As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age." If you’re a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial’s key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era.

Enjoy!

In our conversation, the "Bots" covered the following:

00:00 Introduction to the Bonus Episode

01:01 Exploring Generative AI in Law

01:24 Ethical Challenges and Client Confidentiality

01:42 Deep Dive into the Editorial

09:31 Practical Strategies for Lawyers

13:03 Conclusion and Final Thoughts

Resources:

Google Notebook.AI - https://notebooklm.google/

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Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping.

Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency.

Join Matthew and me as we discuss the following three questions and more!

What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work?
What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area?
What are the top three issues lawyers should be wary of when using AI?

In our conversation, we covered the following:

[01:07] Matthew Tech Setup

[04:43] Introduction to Pat Snap and Its Features

[13:17] Top Three Ways Lawyers Can Use AI in Their Work

[17:29] Ensuring Confidentiality and Security in AI Tools

[19:24] Transparency and Ethical Use of AI in Legal Practice

[22:13] Contact Information

Resources:

Connect with Matthew:

LinkedIn: linkedin.com/in/matthew-veale
Website: patsnap.com/

Hardware mentioned in the conversation:

Apple XDR Display: apple.com/pro-display-xdr/
Herman Miller Chair: hermanmiller.com/en_eur/products/seating/office-chairs/
Microsoft Surface: microsoft.com/en-us/surface
MuteMe Button: muteme.com
Samsung Curved Monitor: samsung.com/us/computing/monitors/curved/

Software & Cloud Services mentioned in the conversation:

Claude: claude.ai/
Google Patent: patents.google.com/
PatGPT: patgpt.ai/
PatSnap: patsnap.com/
Windows Copilot: copilot.microsoft.com/

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Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation.

Join Seth and me as we discuss the following three questions and more!

What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys?
What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one?
What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change?

In our conversation, we cover the following:

[01:23] Seth's Tech Setup

[09:50] Top Three Tech Tools for Scaling Price Benefits

[11:27] Detailed Explanation of Clio and SmartAdvocate

[12:40] Digital Marketing Changes for Lawyers

[16:09] Importance of Local Search and Reviews

[19:00] Tips for Understanding Google Analytics

[25:13] Final Tips for Future-Proofing Law Firms

Resources:

Connect with Seth:

LinkedIn: linkedin.com/in/sethprice
Website: pricebenowitz.com/
Website: blusharkdigital.com/seth-price-law-firm-blueprint/

Hardware mentioned in the conversation:

Comcast Xfinity: www.xfinity.com/learn/internet-service
Dell Computers: Dell.com
Pixel: store.google.com/intl/en/ideas/google-pixel-phones/
Verizon FiOS: verizon.com/home/internet/fios-fastest-internet/

Software & Cloud Services mentioned in the conversation:

Avvo.com: avvo.com/
Clio Cloud: clio.com/
Eva.ai: eva.ai/hr-4-0-eva-ecosystems-api-and-partners/
HubSpot: hubspot.com/
QuickBooks Online: quickbooks.intuit.com/global/
Salesforce: salesforce.com/
SmartAdvocate: smartadvocate.com/
Supio: supio.com/
TextExpander: textexpander.com/
Yelp: yelp.com/

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My next guest is the Honorable Judge Scott Schlegel, a nationally recognized judicial innovation and technology leader.

With extensive courtroom and technological experience, Judge Schlegel offers valuable insights into how attorneys can effectively leverage artificial intelligence and legal technology to enhance their workflows. He emphasizes the importance of avoiding common pitfalls while maintaining the highest standards of professional responsibility. Judge Schlegel also underscores the critical need to keep the human in the loop, advocating for a balanced approach that upholds efficiency and legal expertise.

Join Judge Schlegel and me as we discuss the following three questions and more!

What are the top three ways lawyers should use AI for their work, and what are the top three ways lawyers do not use AI correctly today?
What are the top three things lawyers still get wrong with using technology in the courtroom?
AI is the current advancement in technology in the workplace. What are the top three technological advances lawyers should be keeping an eye on soon?

In our conversation, we cover the following:

[00:59] Top Three Ways Lawyers Should Use AI

[04:01] Security and Privacy Concerns with AI

[06:49] Common Mistakes Lawyers Make with AI

[11:52] What Lawyers Are Still Getting Wrong in Court

[18:30] Future Technological Advances for Lawyers

[22:18] Keeping the Human Element in AI Use

Resources:

Connect with Judge Schlegel:

LinkedIn: linkedin.com/in/judgeschlegel/
Substack: judgeschlegel.substack.com

Software & Cloud Services mentioned in the conversation:

LexisNexis: lexisnexis.com/en-us
Westlaw: legal.thomsonreuters.com/en/westlaw

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Our next guest is Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition and CEO of Querious. She shares how lawyers can use AI tools like Querious to make client interactions better and more efficient without losing their personal touch. She explains the common challenges lawyers face in client conversations that led to the creation of Querious. Hilary also discusses the steps Querious has taken to address lawyers' concerns about security, privacy, and ethics, ensuring the platform follows professional rules and keeps client information safe.

Join Hilary and me as we discuss the following three questions and more!

What are the top three ways lawyers can leverage AI tools like Querious to improve the efficiency and quality of their client interactions without compromising the human element of legal practice?
What are the top three challenges in attorney-client conversations that led you to Querious?
For lawyers who may be hesitant to adopt AI due to security, privacy, or ethical considerations, what are the top three steps Querious has taken to ensure compliance with professional responsibility rules while safeguarding client confidentiality?

In our conversation, we cover the following:

[01:18] Enhancing Client Interaction

[03:46] Key Challenges Driving Querious Adoption

[09:37] Balancing Privilege and Innovation

[12:34] How Querious Ensures Ethical, Secure AI for Lawyers

[17:33] Integration and Future Plans

Resources:

Connect with Hilary:

LinkedIn: linkedin.com/in/hilarybowman/

Website: querious.ai/

Software & Cloud Services mentioned in the conversation:

· Querious: querious.ai/

· Fireflies.ai: fireflies.ai/

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Join me as we talk with, Katie Fawkes, Director of Marketing at Ecamm. We discuss how lawyers can leverage Ecamm, a live streaming and video production studio for Mac, to enhance their practice. She outlines the top three ways legal professionals can use Ecamm, including remote depositions and virtual hearings.

The discussion compares Ecamm to Zoom, highlighting Ecamm’s advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how legal professionals can present themselves effectively and professionally using Ecamm’s robust features.

Join Katie and me as we discuss the following three questions and more!

What are the top three ways lawyers can use Ecamm to improve virtual client meetings and presentations?
What are the top three tips for lawyers looking to create impactful video content - for example, webinars, tutorials, and thought leadership videos using Ecamm?
What are the top three features of Ecamm that make it particularly useful for lawyers conducting remote depositions or virtual hearings?

In our conversation, we cover the following:

[01:20] Katie’s Tech Setup

[07:10] Top Three Ways Lawyers Can Use Ecamm

[09:36] Ecamm vs. Zoom: Additional Functionality

[12:24] Security and Privacy Concerns

[13:37] Top Three Tips for Creating Impactful Video Content

[18:34] Using Ecamm for Remote Depositions and Virtual Hearings

[19:53] Common Tech Issues and Solutions

Resources:

Connect with Katie:

LinkedIn: linkedin.com/in/katie-anne-fawkes/
Website: ecamm.com/

Hardware mentioned in the conversation:

OBSBOT Tiny 2 Cameras: obsbot.com/store/products/tiny-2
Shure MV6 Microphone: shure.com/en-US/products/microphones
Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7
Shure MV7i Microphone: shure.com/en-US/products/microphones/mv7i?variant=MV7i

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I'm joined by Jacqueline Schafer, Founder and CEO of Clearbrief.ai. Jacqueline shares key insights into how legal professionals can effectively leverage AI. She outlines three essential expectations from legal AI assistants: robust security, accurate and verifiable citations, and seamless integration into legal workflows. Jacqueline addresses common misconceptions about AI, encourages responsible use, and highlights Clearbrief's unique features, including its seamless integration with Microsoft Word and AI-driven document analysis. With a focus on ethics, usability, and innovation, Jacqueline also provides a clear vision for the future of AI in legal practice.

Join Jacqueline and me as we discuss the following three questions and more!

What are the top three things lawyers should expect from their legal AI assistant?
What are the top three ways clearbrief.ai differentiates from its competitors?
Regardless of what a lawyer uses, what are the top three things lawyers need to be mindful of regarding their legal and ethical responsibilities?

In our conversation, we cover the following:

[01:09] Jacqueline's Tech Setup

[02:33] Top Three Expectations from Legal AI Assistants

[06:58] Top Three Things Lawyers Should Not Expect from Legal AI Assistants

[08:36] Clearbrief's Unique Features and Differentiators

[17:37] Ethical Responsibilities and Training Staff

Resources:

Connect with Jacqueline:

LinkedIn: linkedin.com/in/jackieschafer
Website: clearbrief.com/

Mentioned in the episode:

Jacqueline at ABA Techshow: linkedin.com/feed/update/urn:li:activity

Software & Cloud Services mentioned in the conversation:

Clearbrief: clearbrief.com/
LexisNexis: lexisnexis.com/en-us

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Our next guest is Erich Dylus, an attorney and programmer who founded Varia Law, a consulting and programming firm focused on autonomous technology, and CamoText, a fully offline text anonymization tool for secure and compliant AI workflows. In this episode, Erich shares practical strategies for protecting client data in the age of AI, explains how CamoText helps lawyers anonymize sensitive information before using large language models (LLMs), and outlines best practices for maintaining confidentiality. He also offers clear advice on choosing the right AI LLM for specific legal tasks.

Tune in for actionable tips and expert insights on safeguarding privacy while leveraging AI in legal practice and more!

Enjoy!

Join Erich and me as we talk about the following questions and more!

What is our guest's top three tips for maintaining privacy and security when using messaging apps like Signal, WhatsApp, Telegram, Messages, etc.?
What are the top three ways CamoText helps lawyers ensure they maintain their clients’ PII?
What is our guest's top three specific ways for solo or small firm lawyers (or maybe any entrepreneur, for that matter) to use LLMs?

In our conversation, we cover:

[00.37] Tech Setup - Erich’s current tech setup.

[04.46] Messenging - The top three privacy and security maintenance tips for messaging apps.

[10.26] Suspicious Links - The importance of being suspicious about links and files received in messaging apps.

[11.45] CamoText – Erich explains the origin of CamoText.

[15.32] Personally Identifiable Information – CamoText’s features for reducing privacy risks.

[21.43] LLM – Erich’s concerns and suggestions for using LLMs (Large Language Models).

[24.32] Recommendations – Erich shares his recommendations for different LLMs, highlighting their strengths and typical uses.

Resources

Connect with Erich Dylus

LinkedIn - linkedin.com/in/erich-dylus/

linkedin.com/company/camotext/

linkedin.com/company/varia-law/

Website - camotext.ai/

varia.law/

Equipment Mentioned in the Podcast

Dell Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops
HP Monitors - hp.com/us-en/shop/vwa/accessories-88342--1/subcat=Monitors
iPhone 14 - apple.com/go/2023/iphone-14/
Lenovo X1 Carbon - lenovo.com/lk/en/p/laptops/thinkpad/thinkpadx1/thinkpad-x1-carbon-gen-11-14-inch-intel/len101t0049
Mac Mini - apple.com/shop/buy-mac/mac-mini

Software & Services Mentioned in the Podcast

Cursor AI - cursor.com/
Proton - proton.me/

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Meet Cat Moon, Co-Director of the Vanderbilt AI Law Lab, legal educator, and a leading innovator in legal tech.

Today, Cat shares strategies to encourage lawyers and students to embrace innovation, emphasizing the importance of curiosity, collaboration, and experimentation. She discusses handling resistance to technology, cultivating critical tech mindsets, and tailoring tools to individual needs. Cat highlights her favorite platforms, such as ChatGPT and Slack. She also explores emerging technologies such as generative AI and quantum computing and underscores lawyers' ethical responsibilities in using tech.

Join Cat and me as we discuss the following three questions and more!

What are the top three strategies that you have found most effective for encouraging lawyers and law students to embrace technological innovation?
Based on your experience working with both practicing attorneys and law students, what do you think are the most critical tech skills lawyers need to develop today to stay competitive in the future?
Given your prior and extensive experience, what are your top three emerging technologies you see having the biggest impact on legal, education, and practice in the next five years?

In our conversation, we cover the following:

[01:08] Cat's Tech Setup

[02:58] Cat's Tech Devices and Accessories

[07:35] Strategies for Encouraging Technological Innovation

[10:20] Handling Resistance to Technology

[14:26] Critical Tech Skills for Lawyers

[17:58] Favorite Tech Tools and Tips

[25:11] Emerging Technologies in Legal Education and Practice

[29:36] Ethical Obligations and Technological Reliability

[33:19] Contact Information

Resources:

Connect with Cat:

LinkedIn: linkedin.com/in/caitlinmoon/
BlueSky: bsky.app/profile/catmoon.bsky.social

Hardware mentioned in the conversation:

Anker Batteries & Chargers: anker.com

Software & Cloud Services mentioned in the conversation:

SaneBox: sanebox.com/

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Our next guest is Curtis Preston, AKA "Mr. Backup". Curtis is a backup and cyber recovery expert, author, podcast host, and technical evangelist for S2Data.com, a firm specializing in helping companies leverage their legacy data. He has been working in the space since 1993 and has written four books on the subject: Modern Data Protection, Backup & Recovery, Using SANs and NAS, and Unix Backup & Recovery. He joined us today to talk about the importance of cybersecurity for lawyers.

Join Curtis and me as we talk about the following three questions and more!

What are the top three things lawyers are doing wrong with their own cyber security, and how can they correct it?
What are the top three issues lawyers are missing or not understanding when it comes to E-discovery?
What are the top three things lawyers should be doing when they're under a ransomware attack?

In our conversation, we cover:

[01.13] Tech Setup – Curtis’s current tech setup.

[03.13] Challenges - Challenges of using Windows and Mac operating systems.

[07.07] Tips & Tricks - Curtis shares his top three tips for balancing between Windows and Mac.

[08.52] Multi-Factor Authentication - Importance of multi-factor authentication and password managers.

[13.00] Data Backup - Curtis explains why not backing up your data is a mistake.

[19.43] Recovery Services - The importance of having a third-party cloud backup.

[20.14] E-Discovery - Curtis explains the E-Discovery challenges and best practices.

[22.49] Documented Process – The importance of having a documented, well-tested process for e-discovery.

[24.38] Ransomware Attack – Curtis explains the initial steps of handling a ransomware attack.

[28.25] The importance of having an authentication and authorization system for a backup.

[32.10] Air Gap Backup - Curtis explains how to make an Air Gap backup.

[36.07] Relationships - Developing a relationship with cyber professionals.

[38.38] Security Questionnaire - The top three things to look for in a security questionnaire from a provider.

RESOURCES

Connect with Curtis

LinkedIn – linkedin.com/in/mrbackup/
Websites – backupcentral.com/ s2data.com/

Books by W. Curtis Preston

goodreads.com/author/list/193436.W_Curtis_Preston

Equipment Mentioned in the Podcast

Apple iPhone 15 - apple.com/shop/buy-iphone/iphone-15
Apple MacBook Pro - apple.com/macbook-pro/
Audio-Technica Microphone - audio-technica.com/en-us/blog/a-look-into-audio-technicas-20-series-microphones
Dell Latitude Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops/appref=latitude-product-line
Logitech Brio Webcam - logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html

Software & Services Mentioned in the Podcast

Cohesity Data Security & Management - cohesity.com/
Dropbox - dropbox.com/
iCloud - icloud.com/
Rubrik Data Protection Solutions - rubrik.com/solutions/backup-recovery
s2data - s2data.com/
Time Machine - solution-soft.com/products/time-machine

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In this episode, Chris Dralla, co-founder & CEO of TypeLaw, shares his journey from the legal profession to developing the AI-powered platform that assists with court brief formatting and compliance. He discusses the platform's features, including citation checking, table of contents creation, and dynamic editing.

Chris explains how TypeLaw helps save lawyers 20-40 hours per brief by handling technical aspects and ensuring compliance with local court rules. This allows lawyers to focus on more meaning tasks. He also emphasizes the platform's security measures, compatibility with multiple document formats, and adaptability to evolving legal requirements. Additionally, Chris touches on customer support and the future of digital legal documentation.

Join Chris and me as we discuss the following three questions and more!

What are the top three key benefits of using TypeLaw's brief editing features, and how does it compare to traditional word processing software for legal documents?
What are the top three security concerns lawyers should consider when using a product like TypeLaw?
How does TypeLaw ensure compliance with local court rules across different jurisdictions, and how frequently are these rules updated in the system?

In our conversation, we cover the following:

[00:43] Chris's Current Tach Setup

[11:38] Key Benefits of TypeLaw's Brief Editing vs. Traditional Word Processors

[16:27] How TypeLaw Boosts Efficiency for Lawyers

[23:08] Top 3 Security Concerns for Lawyers Using

[37:15] How TypeLaw Stays Compliant with Local Court Rules

[42:40] Contact Information

Resources:

Connect with Chris:

LinkedIn: linkedin.com/in/cdralla/
Website: typelaw.com/

Software & Cloud Services mentioned in the conversation:

TypeLaw: typelaw.com/
WordPerfect: wordperfect.com

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Welcome back previous podcast guest Tom Martin, the CEO and Founder of LawDroid, a legal tech pioneer revolutionizing law firms with AI-driven solutions!

Today, Tom explains how LawDroid has evolved from classical AI to incorporating natural language and generative models. He highlights its hybrid platform, AI receptionists, and automation features. He discusses AI-driven legal research and document management, stressing accuracy through retrieval-augmented generation. Tom advises lawyers to see AI as a collaborator, not an infallible tool, and to manage expectations about its capabilities.

Join Tom and me as we discuss the following three questions and more!

What are the top three ways generative AI has transformed LawDroid's offerings and operations?
What are the three most critical security concerns legal professionals should consider when using AI-integrated products like LawDroid? For each situation, provide strategies to address these concerns.
What are the top three things lawyers should not expect from products like LawDroid?

In our conversation, we cover the following:

[01:31] Tom's Current Tech Setup

[05:59] LawDroid's Evolution and AI Integration

[08:36] AI-Driven Features in LawDroid

[09:47] Security Concerns in AI-Integrated Legal Products

[12:45] Addressing Security and Reliability in LawDroid

[16:33] LawDroid's Legal Research and Document Management

[18:21] Expectations and Limitations of Legal AI

[20:51] Contact Information

Resources:

Connect with Tom:

LinkedIn: linkedin.com/in/thomasgmartin
Website: lawdroidmanifesto.com/

Software & Cloud Services mentioned in the conversation:

ChatGPT: chatgpt.com/
Claude: claude.ai/
LawDroid CoPilot: lawdroid.com/copilot/
LawDroid: lawdroid.com/
Notebook LM: notebooklm.google/
Perplexity AI: perplexity.ai/
PipeDrive: pipedrive.com/

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Our next guest is Pete Harmon. Pete is not just a veteran and an experienced pilot for a major air delivery service with decades of travel experience but also the co-host of the long-running "Mac Geek Gab" podcast and the creator of "So There I Was," an aviation-focused storytelling podcast. In this episode, Pete shares his wealth of knowledge on staying connected while traversing the globe. His insights are particularly valuable for legal professionals who need to maintain seamless communication and productivity, whether they're traveling locally, across state lines, or internationally. From essential gadgets to connectivity hacks, Pete's tips will help you navigate the digital landscape of modern travel with confidence.

To cap off our episode, Pet shares a riveting war-era anecdote about a pilot blinded in action who ingeniously used his plane's mechanical technology to rescue an injured marine 20 miles away!

Join Pete and me as we discuss the following three questions and more!

What are the top three tech tips for getting on and using the internet during your national and international travels?
What are your favorite top three war stories regarding computer tech issues on the road?
What are the top three tech gadgets you bring besides your phone, laptop, or tablet when traveling?

B1 What are Pete’s top three favorite non-tech gadgets he brings on travel?

B2. What are Pete's top three tips or suggestions about going through security with tech?

In our conversation, we cover the following:

[00:42] Pete's Tech Setup

[05:57] Top 3 Tech Tips for Staying Connected While Traveling

[17:52] War Stories and Tech Mishaps

[26:50] 3 Must-Have Tech Gadgets for Travel

[32:11] Favorite Non-Tech Gadgets for Travel

[42:22] Connect with Pete

Resources:

Connect with Pete:

Mac Geek Gab: macgeekgab.com/
So There I Was: sothereiwas.us/

Hardware mentioned in the conversation:

AirFly Pro: twelvesouth.com/products/airfly
Anker 100W Cube Charger: anker.com/products/a2343-100w-usb-c-charger
Anker Slim Flat Laptop Charger: anker.com/collections/for-laptops
Audio-Technica USB Microphone: audio-technica.com/en-eu/microphones/wired/type/usb
GL-MT3000 Travel Router: gl-inet.com/products/gl-mt3000/
Pokefi Portable WiFi: mypokefi.com/
Ultimate Ears Bluetooth Speaker: ultimateears.com/en-us

Software & Cloud Services mentioned in the conversation:

AT&T: att.com/international/
Channels DVR: getchannels.com/dvr-server/
Mint Mobile: mintmobile.com/
NeverSSL – neverssl.com/
OpenVPN – openvpn.net/
SiriusXM: siriusxm.com/
Synology NAS: synology.com/en-au/support/nas_selector
T-Mobile: t-mobile.com/cell-phone-plans/international-roaming-plans
TuneIn: tunein.com/
Verizon: verizon.com/plans/international/international-travel/
WireGuard VPN– wireguard.com/

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In this special 100th Episode, guest host Carolyn Elefant catches up with your tech-savvy lawyer, blogger, and podcaster. We discuss my current tech setup, how technology is changing legal practice, and the impact of AI on client communication and law work. We also discuss practical tips for using tech tools effectively to improve efficiency and strengthen client relationships.

This milestone episode is full of insights for lawyers, judges and legal practitioners looking to stay ahead in legal tech!

Join Carolyn and me as we discuss the following three questions and more!

How have some of the other legal tech tools that Michael uses transformed the way that he works with clients and deliver service to them since the 50th episode?
What are the challenges as well as the opportunities legal professionals who use technologies like AI, like gen AI are having and what are the implications they have for client confidentiality and data security?
What are the most significant challenges and opportunities Michael has observed for legal professionals using technology to enhance client confidentiality and data security?

In our conversation, we cover the following:

[01:03] Michael's Current Tech Setup

[04:13] Legal Tech Tools and Client Communication

[07:04] Evolution of AI in Legal Practice

[09:50] Challenges and Opportunities with AI

[15:40] Practical Advice for Tech Use in Legal Practice

[21:08] Connect with Carolyn

Connect with Carolyn:

Linkedin: linkedin.com/in/carolynelefant/

Website: myshingle.com/

Resources:

Hardware mentioned in the conversation:

Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
Elgato Ring Light: elgato.com/us/en/p/ring-light
Elgato Stream Deck: elgato.com/ww/en/s/welcome-to-stream-deck
Shure MV7 Microphone:shure.com/en-US/products/microphones/mv7

Software & Cloud Services mentioned in the conversation:

Apple Encryption: support.apple.com/en-us/HT204455
Backblaze: backblaze.com/
Carbon Copy Cloner: bombich.com/
NordVPN: nordvpn.com/
Setapp: setapp.com/
Text Expander: textexpander.com/

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Meet Jayne Reardon, a nationally renowned expert on legal ethics and professionalism who provides ethics, risk management, and regulatory advice to lawyers and legal service providers. Jayne is an experienced trial lawyer who has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. She also sits on the national roster of the American Arbitration Association for Commercial and Consumer Arbitration. Moreover, she is a certified neutral in the Early Dispute Resolution Process. Jayne's experience includes service as Executive Director of the Illinois Supreme Court Commission on Professionalism, an organization dedicated to promoting ethics and professionalism among lawyers and judges, and disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission.

In today's conversation, Jayne explores ethical concerns for lawyers using AI, focusing on ABA Model Rules. She also discusses billing ethics, advising transparency in engagement letters and time tracking. Furthermore, Jayne highlights online civility, warning against impulsive posts and labeling, and real-life cases to underscore the importance of ethical vigilance in AI-integrated legal practice.

Join Jane and me as we discuss the following three questions and more!

What are your top three warnings to lawyers about using AI in line with the ABA model rules of ethics?
Some lawyers are creating DIY services online through chatbots, AI for clients, through chatbots and AI for clients to handle their legal affairs. What are the top three ethical concerns these lawyers should be wary of when creating these services?
What are your top three suggestions about lawyers being civil to one another and others online?

In our conversation, we cover the following:

[01:11] Jayne's Current Tech Setup

[04:50] Handling Tech Devices and Daily Usage

[08:51] Ethical Considerations for AI in Legal Practice

[19:21] Ethical Considerations for AI-Assisted Services

[26:37] Civility in Online Interactions

[30:58] Connect with Jayne

Resources:

Connect with Jayne:

E-mail: jayne.reardon@fisherbroyles.com
LinkedIn: linkedin.com/in/jaynereardon/

Hardware mentioned in the conversation:

AirPods: apple.com/airpods/
Apple Watch: apple.com/watch/
iPad: apple.com/ipad/
iPhone: apple.com/iphone/
Mac: apple.com/mac/
PC (Windows device): microsoft.com/en-us/windows

Software & Cloud Services mentioned in the conversation:

LexisNexis AI: lexisnexis.com/en-us/gateway.page
Westlaw AI: legal.thomsonreuters.com/en/products/westlaw-edge
the “W-Calendar” program I refered to apparently is no longer an active software program available for purchase.

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This week’s episode features Ruby Powers, a board-certified immigration attorney, author, speaker, small business owner, law practice management consultant, and podcaster. She is the founder of Powers Law Group, a Houston-based, full-service immigration law firm. She provides comprehensive services such as family immigration, employment-based immigration, consular processing, asylum, deportation, and waivers of inadmissibility. She joined us today from Salt Lake City, Utah just after the 2024 Lex Summit to talk about her current tech setup and share some suggestions for those transitioning to a new LPM.

In addition to her current tech setup and suggestions for new LPM transitions, she explains what security measures she’s taken while traveling internationally and also while border-crossing.

Join Ruby and me as we discuss the following three questions and more!

What are the top three pieces of tech, whether it be hardware or software, that you think every attorney should have to power up their practice?
You recently transitioned your LPM. What are your top three suggestions to lawyers when they're making this transition?
What are your top three pieces of tech, hardware, software or utility that a lawyer should expect from their LPM?

In our conversation, we cover:

[01.27] Tech Setup – Ruby’s current tech setup.

[04.30] Power up – Ruby’s best three tech pieces that every attorney should have.

[07.40] Security – Ruby explains how she maintains security while traveling internationally.

[08.43] Client data protection – Ruby explains how she secures client data when crossing the border.

[10.25] LPM Transition – Tuo three suggestions when transitioning to a new legal project management.

[15.00] The top three pieces of technology, hardware, software, or utilities that lawyers should expect from their legal project management software

Resources:

Connect with Ruby

LinkedIn - linkedin.com/in/rubypowers/
Website -
- powersstrategygroup.com/
- rubypowers.com/
Power Up Your Practice: Create the Law Firm and the Life You Deserve By Ruby Powers - amazon.com/Power-Up-Your-Practice-Deserve/dp/B0DJB1FL5R
Power Up Your Practice Podcast: https://podcasters.spotify.com/pod/show/ruby-powers2

Equipment Mentioned in the Podcast

HP Computers - hp.com/us-en/shop/cat/laptops
Jabra Headset - jabra.com/en-apac/
Samsung Android - samsung.com/us/smartphones/
Yeti Microphone - blueyetimicrophone.com/

Software & Services Mentioned in the Podcast

ChatGPT - chatgpt.com/
Dropbox - dropbox.com/
f.lux - justgetflux.com/
FileVine - filevine.com/
Moment - momentcrm.com/

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In this second part of our conversation with Alexander Paykin, we dive deeper into the practical applications of technology in modern law practice. As a tech-savvy commercial litigator and managing director of The Law Office of Alexander Paykin, P.C., he shares invaluable insights on leveraging cutting-edge tools to enhance legal services.

Paykin explores the transformative power of cloud computing in law firms, discussing its benefits for collaboration and accessibility while addressing critical security concerns. He offers practical advice on implementing robust cybersecurity measures to protect sensitive client data and maintain ethical standards in the digital age.

Drawing from his experience and involvement with bar associations, Paykin provides actionable strategies for attorneys to streamline operations, improve client service, and drive growth through technology. He also looks ahead to emerging technologies shaping the future of legal practice.

This episode is a must-listen for attorneys seeking to harness technology's potential to stay competitive and deliver superior outcomes for clients in an ever-evolving legal landscape.

We discuss the following question and more!

What are the top three ways cloud computing has changed the way Alex's practice law?
What are the top three cybersecurity concerns that lawyers should be aware of when using cloud-based services?
What are the top three ways Alex sees technology continuing to shape the legal profession in the coming years?

Bonus question: What advice would you give to attorneys who are looking to adopt new technologies in their practice?

In this episode, we cover:

[02:15] - Cloud computing in law practice [06:30] - Cybersecurity concerns and best practices for law firms [11:45] - Client communication and collaboration tools [15:30] - The future of legal technology and emerging trends [20:00] - Advice for attorneys looking to adopt new technologies [24:15] - The importance of continuous learning in legal tech [28:00] - Closing thoughts and contact information for Alexander Paykin

RESOURCES

Connect with Alexander

LinkedIn - linkedin.com/in/alexanderpaykin/

Website - paykinlaw.net/

Hardware mentioned:

Mobile devices (implied in discussion about remote access) Link: https://www.apple.com/iphone/

Servers (for on-premises hosting) Link: https://www.dell.com/en-us/shop/servers-storage-and-networking/sf/poweredge-rack-servers

Software mentioned:

Adobe Sign (electronic signature software) Link: https://acrobat.adobe.com/us/en/sign.html
Clio (practice management software) Link: https://www.clio.com/
DocuSign (electronic signature software) Link: https://www.docusign.com/
Google Workspace (formerly G Suite) Link: https://workspace.google.com/
Microsoft 365 (formerly Office 365) Link: https://www.microsoft.com/en-us/microsoft-365
Microsoft Teams (collaboration platform) Link: https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
MyCase (practice management software) Link: https://www.mycase.com/
Rocket Matter (practice management software) Link: https://www.rocketmatter.com/
Slack (team communication platform) Link: https://slack.com/
Zoom (video conferencing software) Link: https://zoom.us/

View Details

In today’s fast-paced world, smart technology has become an essential part of our daily lives, revolutionizing how we manage our homes and workplaces. Integrating smart technology makes daily chores easier and offers strong security measures to safeguard our homes and private data. From smart locks and thermostats to integrated security systems, these advancements provide unparalleled convenience, efficiency, and protection.

Today, we are joined by Alexander Paykin. He is a commercial litigator, real estate litigator, business lawyer, complex transaction attorney, and the managing director and sole owner of The Law Office of Alexander Paykin, P.C. He is a successful advocate for many complex topics because of his varied life experiences, which have enabled him to comprehend other cultures, mentalities, and points of view. Mr. Paykin's firm is designed as a high-tech, client-centered law firm that focuses on providing efficient services in litigation and complex transactions involving business/commerce, finance, and real estate. On behalf of the American Bar Association, the New York State Bar Association, and other attorney associations and groups, Mr. Paykin often instructs fellow attorneys in continuing legal education (CLE) seminars. In the first part of our conversation with him, he explains how he uses technology to enhance his overall quality of life.

IN OUR CONVERSATION WE COVER:

[01.35] Tech setup – Alexander explains his current tech setup and why he recommends investing in a secondary screen.

[07.46] Data management – Alexander explains his data management and backup strategy.

[12.58] Encrypted backups – Alexander explains their backup strategy to protect against ransomware and data loss.

[18.31] Alexander explains why he uses two smartphones.

[22.16] Safety & Security – Michael explains his approach, which combines practicality with security, showing how to keep essentials organized while minimizing risks.

[25.32] What’s in Alex’s wallet?

[30.12] Technology and daily life – Alexander explains their comprehensive smart home and office setup, focusing on convenience and security.

RESOURCES

Connect with Alexander

LinkedIn - linkedin.com/in/alexanderpaykin/
Website - paykinlaw.net/

EQUIPMENT MENTIONED IN THE PODCAST

Big Skinny Wallets - bigskinny.net/
Google Nest Hub Max - store.google.com/product/google_nest_hub_max
Google Nest Security Products - https://store.google.com/gb/category/connected_home
Google Pixel 8 - store.google.com/product/pixel_8
SCOTTeVest - https://www.scottevest.com/
XPS Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops/appref=xps-product-line

View Details

In the legal landscape, the adoption of new technologies offers remarkable benefits. Tools like AI-driven document drafting systems empower attorneys to efficiently create complex legal documents without needing advanced technical skills. Embracing these kinds of technologies will save time and allow legal professionals to focus on higher-value tasks.

Troy Doucet is a top-rated litigation attorney, legal tech innovator, and the founder of AI.Law, a legal document drafting system. Having studied economics in college and built a prestigious practice as a litigation lawyer, he has a unique viewpoint on the revolutionary possibilities of artificial intelligence. His knowledge of the litigation process is currently being directed toward creating artificial intelligence to increase accessibility to the legal system. Troy frequently lectures about the impact of artificial intelligence on the legal sector and how it will fundamentally change the way lawyers provide services. Troy has taught multiple programs on consumer law, real estate law, and AI.

Troy and I discuss the following three questions and more!

What are the top three things AI.Law can do either faster or better than an attorney who does not use AI.Law?
What are three ways AI dot law prevents hallucinations, and what are the top three things attorneys should do when using AI to help draft their documents, prevent you to prevent hallucinations?
What inspired you to create AI.Law?

In our conversation, we cover:

[01.29] Tech setup – Troy’s current tech setup.

[02.44] AI.Law – Troy explains how AI.Law works on mobile devices.

[05.00] Learning obstacles – Troy shares how he shifted from Android to Apple.

[08.41] The benefits – The advantages of using AI.Law.

[11.44] Computer proficiency – Troy explains why lawyers don’t need advanced technical skills to use AI.Law.

[13.52] Efficiency – Troy explains how AI.Law can save time and allows legal professionals to focus on higher-value tasks.

[18.25] Hallucinations – A guide to minimize hallucinations.

[21.09] Other AIs – Troy talks about the AI products he uses other than AI.Law.

[22.17] The inspiration – Troy explains what inspired him to create AI.Law.

[26.00] Terms of Services – The terms of services people should look out for when using AI.

[29.48] The usage of AI – The importance of choosing the AI that will work best for you.

[33.40] Do It Yourself – Troy explains his take on lawyers using AI as a DIY service.

[38.29] Emotional component – How AI can help people in unexpected situations in life.

Resources:

Connect with Troy

LinkedIn – linkedin.com/in/tdoucet/
Website – ai.law/

SPECIAL DISCOUNT CODE FOR NEW USERS AT AI.LAW: "Tech Savvy"

Equipment Mentioned in the Podcast

HyperX Vision S Webcam – hyperx.com/products/hyperx-vision-s-webcam?variant=43855670411421
Infinite RS desktop - us.msi.com/Desktop/Infinite-RS-14th
iPhone 15 - apple.com/shop/buy-iphone/iphone-15
LG TV - lg.com/uk/tvs-soundbars/smart-tvs/oled48c36la/

Software & Services Mentioned in the Podcast

AI.law - ai.law/
MacRumors - macrumors.com/

View Details

In a world where video content reigns supreme, lawyers can elevate their DIY videos with expert tips while avoiding common mistakes, making their marketing strategies more impactful. Companies like Mosaic Media Films can further enhance attorney videos, ensuring captivating, high-converting content that solidifies a law firm's digital presence and client engagement.

Meet Mark Wonderlin, the founder of Mosaic Media Films. With a creative approach to business videos, Mark helps companies create content that captivates and converts, driving traffic and boosting sales. His expertise lies in aligning video strategies with clients' marketing goals.

Join Mark and me as we discuss the following three questions and more!

What are the top three reasons professionals like lawyers need video on their web pages, social media, marketing, etc?
What are the top three ways lawyers can improve their DIY videos?
Without naming names, what are the top three mistakes you've seen professionals like lawyers make in their videos?

In our conversation, we cover the following:

[01:30] Mark's Tech Setup

[11:16] Top Three Tips for DIY Videos

[14:15] Top 3 Reasons Lawyers Need Video in Their Digital Marketing Strategy

[16:11] Top 3 Tips for Lawyers to Enhance Their DIY Videos

[21:58] Top 3 Ways Companies Like Mosaic Can Enhance Attorneys' Video Content

[27:33] Top 3 Common Mistakes Lawyers Make in Their Videos

[32:35] Learn More About Mosaic Media Films

Resources:

Connect with Mark:

LinkedIn: linkedin.com/in/markwonderlin/
Free Resources: mosaicmediafilms.com/resources/
Website: mosaicmediafilms.com/

Hardware mentioned in the conversation:

DJI Mic: dji.com/global/mic
Hollyland Mics: store.hollyland.com/collections/hollyland-microphones
Mac Studio: apple.com/mac-studio/
Razer Kiyo Pro: razer.com/streaming-cameras/razer-kiyo-pro
Samsung Curved LCD Monitor: samsung.com/levant/monitors/curved/
Sennheiser Lavalier Microphone: sennheiser.com/en-us/catalog/products/microphones/xs-lav/xs-lav-usb-c

Software & Cloud Services mentioned in the conversation:

Parallels:parallels.com
Parsec: parsec.app/

View Details

Emerging technologies simplify many aspects of life, but they also make it increasingly challenging to safeguard privacy in both personal and professional settings. As a lawyer, it is essential for you to stay informed about how to protect privacy by utilizing the appropriate tools and equipment. Paul Secunda joined us today to talk about protecting your privacy, building open communication between employer and employee, tech tips to focus on your work, and more.

Paul Secunda is a partner at Walcheske Luzi LLC. He leads the ERISA litigation unit, which focuses on retirement, medical, and disability class action litigation. He also serves as a consultant, testifying expert, and mediator in the fields of employee benefits and workplace law. Paul is a former labor and employment law professor with 18 years of experience at two law schools, focusing on employment law and employee benefits. Throughout his career, Paul has been engaged in litigating, teaching, and writing about workplace law, handling tasks from reviewing employee handbooks to managing complex class action lawsuits and submitting amicus briefs to the Seventh Circuit Court of Appeals and the U.S. Supreme Court. Paul’s expertise spans employee rights and the practical application of technology in both professional and personal contexts.

Join Paul and me as we talk about the following three questions and more!

What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time?
What are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm?
What are your top three tech tips to ensure focus at work, to help prevent necessary work during personal time?

In our conversation, we cover:

[01.28] Tech Setup - Paul’s current tech setup.

[09.00] The Balance – Balancing technology as a small law firm.

[10.00] Tech tips – Paul shares some tech tips for separating personal and professional life.

[11.40] Clients - How to work with overbearing clients?

[13.26] Superiors – Paul explains how you can handle your superiors.

[16.38] Open Communication – The importance of open communication between employer and employee.

[20.06] Tech Rights – Paul explains how employee privacy rights differ significantly between public and private workplaces.

[25.44] Tracking Software – Paul explains why he would advise against letting your employer put tracking software in your computer.

[29.52] Focusing on work – Paul shares three tech tips you can use to focus on your work and prevent working on your personal time.

Resources:

Connect with Paul

LinkedIn - linkedin.com/in/paul-secunda-a17228/
Website - walcheskeluzi.com/

Equipment Mentioned in the Podcast

Fujitsu Scanners - thescannershop.com/fujitsu-scanners/
HP Printers - hp.com/us-en/shop/mdp/printers/laserjet-pro
iPhone 15 Pro - apple.com/iphone-15-pro/
MacBook Air - apple.com/macbook-air/

Software & Services Mentioned in the Podcast

Adobe Acrobat Reader - get.adobe.com/reader/
Clio - clio.com/
Sanebox - sanebox.com/
TurboScan - play.google.com/store/apps/details?id=com.piksoft.turboscan
WordPerfect - wordperfect.com/en/

Transcript

00:00:00] Michael D.J. Eisenberg: Episode 90, Balancing Your Use of Technology Between Your Work and Home with Labor and Employment Lawyer, Paul Secunda.

[00:00:19] Michael D.J. Eisenberg: Paul is a former Labor and Employment Law professor with 18 years of experience at two different law schools specializing in ERISA and Employee Benefits Law. He is now an attorney with Woltersky Luzzi, LLC. Paul's legal career has been devoted to litigating, teaching, and writing about workplace law issues, handling all aspects of the employment relationship, from reviewing employee handbooks and summary plan descriptions, to litigating complex class action cases, and submitting amicus briefs to the Seventh Circuit Court of Appeals and the United States Supreme Court.

[00:00:46] Michael D.J. Eisenberg: Paul caught my attention with his law journal article, The Employee Right to Disconnect, after I come across California's recent Employee Right to Disconnect bill. This bill would require employers to create a written policy guaranteeing California employees the right to disconnect from work communications during non working hours.

[00:01:01] Michael D.J. Eisenberg: Join Paul and me as we discuss how employees, including lawyers, have rights and practical uses of technology in both their workplace and their private lives. Enjoy!

[00:01:09] #Add Read #1: Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:09] Michael D.J. Eisenberg: Have you been enjoying the techsavvylore. page podcast? Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds.

[00:01:21] Michael D.J. Eisenberg: Paul, welcome to the podcast.

[00:01:23] Paul Secunda: Thank you for having me.

[00:01:24] Michael D.J. Eisenberg: I appreciate you being here and to get things started,

[00:01:26] Our Guest's Current Tech Setup! [00:01:26] Michael D.J. Eisenberg: please tell us what your current tech setup is.

[00:01:28] Paul Secunda: Well, currently I'm working on a MacBook Air, about 11 inch screen and being assisted by the new iPhone 15 pro.

[00:01:37] Michael D.J. Eisenberg: Nice. And is your MacBook Air, is it an M1 chip or an M2, M3, or are we looking at an Intel processor?

[00:01:43] Paul Secunda: This is from 2023, and I believe it's an M2 chip.

[00:01:48] Michael D.J. Eisenberg: Very nice. How do you like the speed?

[00:01:50] Paul Secunda: The speed is much better than my previous iteration from 2019, which was a much slower processor, so I very much appreciate it.

[00:01:59] Michael D.J. Eisenberg: So, I'm guessing that was an Intel chip? That is correct. So you should really notice like a boost.

[00:02:04] Paul Secunda: And when you're working and jamming away at five different things at the same time, it really does make a difference as far as getting stuff done on a timely basis.

[00:02:12] Michael D.J. Eisenberg: How has the battery been on that?

[00:02:14] Paul Secunda: The battery's been okay. I would say I could go about three or four hours. But I'm on a high light and I am meaning I'm, I have a high brightness, I should say, and that seems to drain the battery, but I need that just to see things better, but I'm mostly plugged in most of the day.

[00:02:31] Paul Secunda: So I don't really go without the plug, whether I'm at a deposition or whether even if I'm in the courtroom, I usually find a plug to plug in. So I haven't really had to test it that much. Do

[00:02:43] Michael D.J. Eisenberg: you carry a backup battery with you?

[00:02:44] Paul Secunda: I do not.

[00:02:45] Michael D.J. Eisenberg: But I want to check out the anchor. Product line, they come up some really good backup batteries that are usually fairly light will fit in your suitcase or your briefcase.

[00:02:52] Michael D.J. Eisenberg: I should say,

[00:02:53] Paul Secunda: okay, well, I'm ready right now,

[00:02:55] Michael D.J. Eisenberg: just sort of as an emergency. And if you go like on Amazon or something similar, I'm sure you'll find a deal at some point anchors had like 20 percent off. Here and there, and there's some good options. There's also of course other brands, but I would go with a reliable brand to make sure that the battery is made well, gonna last a while, and also doesn't cause some sort of like back feed, some sort of back charge by accident.

[00:03:17] Paul Secunda: No, that's, that's really much appreciated because needless to say, that can be a lifesaver.

[00:03:21] Michael D.J. Eisenberg: And any other tech that you use?

[00:03:23] Paul Secunda: Well, I, I did mention the phone, but really I'm a fairly lean and mean operator, I guess.

[00:03:29] Michael D.J. Eisenberg: So I have to ask, do you have a printer and do you use it a lot?

[00:03:32] Paul Secunda: I tried to avoid printing out copies.

[00:03:35] Paul Secunda: Can I use an app called TurboScan? In other words, I did take whatever I get in the mail or from others and put it in PDF form almost immediately. I digitize. And thereafter, whether I'm dealing with, let's say, a deposition, a court reporter, or various chambers, I try to stick mostly with PDF files. This is also true with dealing with opposing counsel.

[00:04:01] Paul Secunda: We tend not to send things to each other by snail mail anymore. I send documents in discovery through servers and or digital files.

[00:04:11] Michael D.J. Eisenberg: Do you have a PDF reader of preference?

[00:04:13] Paul Secunda: Adobe Acrobat.

[00:04:14] Michael D.J. Eisenberg: Okay.

[00:04:15] Paul Secunda: Yeah, I use Word, Microsoft Word for my word process.

[00:04:18] Michael D.J. Eisenberg: And you don't use Pages? Apple Pages?

[00:04:21] Paul Secunda: Well, only when it, sometimes I get documents in Pages form.

[00:04:26] Paul Secunda: Really? And so what I'll do, unusual, unusual, but what I'll do is I'll redo the format into Microsoft Word. It's what I'm comfortable operating in.

[00:04:34] Michael D.J. Eisenberg: So I have to ask, the app that you use, when you get a lot of, Documents. I mean, isn't that a little time consuming to have to take a picture page by page by page?

[00:04:43] Paul Secunda: Yeah. If I were to get a lot of documents, like a bundle, we'd feed it to the printer we do have in our office. Okay. And I would put it onto a thumb drive and then put it on my server that way. But if you're dealing with anything, let's say less than 25 pages, which is a lot of my documents, It's very handy.

[00:05:01] Paul Secunda: It's very easy to use and the, the pages that are generated are very accurate and look good.

[00:05:06] Michael D.J. Eisenberg: Yeah. I use the Fujitsu scan snap, which is considered like a staple of any cell loan, small practitioners. It's an ADF on a document feeder that. Takes 50 pages at a time and could really move through a lot of documents.

[00:05:20] Michael D.J. Eisenberg: When I started practice way back when I was dealing with a lot of large VA files, Department of Veterans Affairs files for my clients. And that could be like a thousand, two or three thousand pages. And that would just taking, of course, also back then the iPhones and other smartphones, PDF capture was not as good as it is today.

[00:05:38] Paul Secunda: That is true. And so I guess I should say in talking about PACs, since you've brought up the printer, I am using a Let's see if I can find it here. An HP laser jet pro. You eight zero. Wow. Yeah. So

[00:05:53] Michael D.J. Eisenberg: how many pages can you fit into the scanner of that printer?

[00:05:56] Paul Secunda: I think the feeder is up to 50 pages.

[00:05:58] Michael D.J. Eisenberg: Cool. And you know about inkjet superstore, right?

[00:06:01] Paul Secunda: I do, because we all know that inkjet could drive you into bank.

[00:06:04] Michael D.J. Eisenberg: Although I haven't had to order for them in like a couple of years, because since COVID, everything's really gone, really, really gone digital.

[00:06:12] Paul Secunda: Yeah. And that's what I was trying to say, which is I really don't do unless it's sent to me. I am not one to send other people things by hard copy.

[00:06:22] Paul Secunda: I really do try to avoid it, not just because it's inconvenient, but all that sustainability stuff as well.

[00:06:27] Michael D.J. Eisenberg: Gotcha. Gotcha. I'm with you on that. So you have an HP printer and what you have an all Apple.

[00:06:34] Paul Secunda: No, this is very interesting. I'm the only person in my office who uses Apple, all the other partners that I have, of which there are four other partners on a HP slash Lenovo type of platform.

[00:06:47] Paul Secunda: And so the way we handle that is we use a Clio, which is just a management software interacting with a Google business server, this kind of application.

[00:06:58] Michael D.J. Eisenberg: So you have a Google business account, correct? And why don't you use. Google Docs versus Microsoft Word.

[00:07:04] Paul Secunda: I just am a dinosaur, I guess. I've been in practice for 27 years and I just feel more comfortable.

[00:07:11] Paul Secunda: It's not that I don't use Google Docs. I do. And in fact, some clients prefer to use Google Docs and I've I've certainly I have that capability, especially when we're working on documents together. It can be very, but if I'm writing a brief or if I'm writing other types of documents, I tend to feel just more comfortable in the Microsoft world when we're talking about something like that.

[00:07:35] Michael D.J. Eisenberg: Fair enough. Fair enough. So wait, you're not using WordPerfect.

[00:07:37] Paul Secunda: I'm not using it. It's funny. I started my life using WordPerfect. When I was in college and law school, I was a WordPerfect guy, and somewhere in the late 90s, early 2000s, maybe when I became a law professor, which was in 2002, I started using Microsoft Word and never went back.

[00:07:53] Paul Secunda: So at this point, it's been over two decades I've been on Microsoft Word.

[00:07:57] Michael D.J. Eisenberg: Do you believe that they still make WordPerfect and that some lawyers actually still use WordPerfect because of whatever little, the macros that they made, that they're afraid to start over again, which is amazing.

[00:08:07] Paul Secunda: I have co counsel who use WordPerfect and Needless to say, we've come up with a way of interacting that doesn't get all sorts of codes and other problematic things in our documents.

[00:08:17] Paul Secunda: But yes, there are a few people still out there. They're diehards, I would say.

[00:08:20] Michael D.J. Eisenberg: How well does the conversion work between a WordPerfect document and a Microsoft Word document going back and forth with the file itself?

[00:08:28] Paul Secunda: I would compare it to, have you ever used the converter on like an Adobe and gone to a Microsoft Word document?

[00:08:34] Paul Secunda: Yes. So there are problems, right? You have to go through that document and take out codes and other types of information that is either wrong, or like, for instance, it messes up the footnotes, but you have to then remember the footnotes. So I would say it's very similar. I would say that you run into a lot of the same types of problems between Word Perfect and Word that you see between like Adobe and Word.

[00:08:55] Michael D.J. Eisenberg: I commend you for you guys being able to work through that.

[00:08:58] Paul Secunda: We are a. As a sole practitioner, you will understand that as a very small office, we do a lot of things on our own. We have no secretaries, no administrative assistants, no paralegals. We do our own work, and so when we do it, we try to do it in a way that is most comfortable for us individually.

[00:09:17] Paul Secunda: But also we need to interact as a firm. So we're trying to have a tech balance there. If you will.

[00:09:23] Michael D.J. Eisenberg: Yeah. I used to use open office, but I had a paralegal law clerk who had been with me for a while. And it just became too much for her that ultimately ended up getting Microsoft office just because I wanted to sort of keep the peace.

[00:09:35] Paul Secunda: But people have a lot of, this comes up also in the PowerPoint world. When you're used the Google version or with the spreadsheets, people are very comfortable with Excel. So fine. There's a comfort there for a lot of people, including myself. Yeah. Well, let's get into the questions. Yeah. Okay. Please.

[00:09:53] Q?#1: What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? [00:09:53] Michael D.J. Eisenberg: What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time?

[00:09:59] Paul Secunda: Well, the first thing is to put down your darn phone, right? I mean, no one can contact you if you're not constantly getting push notifications by text or by email or by some chat feature. Put down your phone, turn it off. It's good for your mental health and it will be very hard for people to reach you.

[00:10:17] Paul Secunda: Now, needless to say, a lot of people are not going to do that because they feel at least in emergency situations that they need to be contacted. Intactable. So if you're going to keep your phone on, which gets into number two, I would tell you to really evaluate what's being asked. And when I say evaluate, I mean, consider the duration of how long it will take to do what's being asked.

[00:10:40] Paul Secunda: If it's something that will take you a minute or two, okay, no big deal. And if you're helping someone out, go do it. But if you're talking about hours and interrupting your sleep, then really, I think you, you need to write back to the person who is writing you and ask them. them the priority and what's involved that requires you to do this kind of after the whistle blows.

[00:11:00] Paul Secunda: And the third thing I would say to you is talk honestly and openly during the work day with your colleagues, whether they be. Your superiors, your people who are at the same level, people who are your subordinates. Have an honest conversation about electronic communications after the day's over. Because I think a lot of people fail to do that, and sometimes there's just a misunderstanding that can be dealt with if done proactively.

[00:11:28] Michael D.J. Eisenberg: Well, how would you handle, say, an overbearing client? I think in the news, we're aware of at least one potential client like that, who expects to have his calls answered. at any time of the day.

[00:11:38] Paul Secunda: Well, I think my same advice holds up. I think even with overbearing or maybe even anxiety laden people, because that's sometimes what you're talking about people who are just nervous and therefore overbearing, having an open, honest conversation at the beginning of that representation.

[00:11:56] Paul Secunda: If you're Ernie or whatever business you're in and you have a client, set expectations. I think expectation setting is something that unfortunately doesn't happen because people are not having these basic conversations maybe the way they were 20, 30 years ago before the dawning of the age of social media.

[00:12:12] Michael D.J. Eisenberg: What's interesting somewhat on the flip side, my day job, I represent veterans before the Department of Veterans Affairs. And one of my former clients called me on a Sunday, and I wasn't very, I wasn't necessarily happy about that. And I let it go to voicemail and I checked the voicemail if I recall this correctly, I believe I checked the voicemail.

[00:12:29] Michael D.J. Eisenberg: I think he left me a voicemail and he was professing suicidal ideation, like eminent suicidal ideation.

[00:12:35] Paul Secunda: And of course, you're not a mental health counselor. So I guess when you should have probably, I mean, I guess you did have to respond and try to get him to the appropriate person.

[00:12:43] Michael D.J. Eisenberg: And that's what I spent a couple hours that night doing.

[00:12:46] Paul Secunda: Well, that's obviously worth it. No one will tell you, you didn't do the right thing. But that's what I was saying in the beginning, if your phone's on, or if you're listening to your voicemail, evaluate it, I mean, needless to say there, there's nothing to evaluate. It's a life and death situation. It's easy.

[00:13:00] Paul Secunda: You have to do what you had to do. But it's also needless to say that most employers who contact. Employees after hours don't do so in life and death situations. It's a matter of just feeling entitled to have your time and your attention even after the workday is over.

[00:13:17] Michael D.J. Eisenberg: So I think you've kind of talked about how attorneys should handle clients.

[00:13:21] Michael D.J. Eisenberg: How about handling their superiors?

[00:13:23] Paul Secunda: Well, delicately, right? I mean, the problem is you have a power imbalance, right? Right. And one of the reasons in the article that I wrote back in 2018, 2019, the right to disconnect that I ended up focusing on occupational safety and health as opposed to wage and hours or autonomy or other bases, which you could make these kind of distinctions is because to me, workplace safety and health is a universal So.

[00:13:51] Paul Secunda: Right and therefore a human right and therefore the idea is that power imbalances between different people in the workplace between bosses and subordinates should matter less or even if the boss doesn't realize then the subordinate has recourse either through Bringing up a regulation if it exists within your state, occupational and safety agency, or federally.

[00:14:13] Paul Secunda: But at least it can be placed within a framework which your boss is hopefully going to at least acknowledge and discuss with you.

[00:14:21] Michael D.J. Eisenberg: So the right to disconnect law that we're That kind of brought you to my attention. The one that came out in California or is coming out in California. I don't think it's passed yet.

[00:14:30] Paul Secunda: No, it's just been introduced recently.

[00:14:32] Michael D.J. Eisenberg: So are there any states that have this law? And what I'm kind of curious to know is if those that do, has any employer or say former employer been sued for violating that law?

[00:14:42] Paul Secunda: So it did come up in New York a year or two ago. I'm not sure that really anywhere. I am not aware of any lawsuits over the right to disconnect.

[00:14:51] Paul Secunda: One of the issues. And you see this with the California law, which has just been introduced by a democratic assemblyman out in California, is that they're trying to figure out how to implement it. Like, so for instance, California has a very stringent labor code that goes well on many states in the country.

[00:15:08] Paul Secunda: And this is, this would be a state based law. But one of the things that relies upon is this wage and hour distinction, where if you're going to work Your work, you should get overtime. If you're going to put the hours in, you should get paid. No one should But the problem with that, of course, is not all workers are created equally under wage and hour law.

[00:15:27] Paul Secunda: You have exempt workers and you have non exempt workers. And the exempt workers we usually refer to as salaried workers and the non exempt workers, you know, are hourly workers. So if you're an hourly worker, great, you work an additional two or three hours, you get an additional two or three hours of pay.

[00:15:42] Paul Secunda: But if you're a salaried worker, and you're being paid a certain amount of year, no matter how many hours you work, and then you're putting over six hours a night extra, well, that can really add up. So I personally am not a fan of the California approach that is being considered right now, which, again, is based on this wage an hour idea, because I think out a number of workers.

[00:16:04] Paul Secunda: I think it makes more sense if you want a universal right to go to the occupational safety and health route.

[00:16:10] Michael D.J. Eisenberg: Oh, interesting.

[00:16:11] Paul Secunda: Yeah.

[00:16:13] Ad Read #2: Consider Supporting the Show by Buying Us a Cup of Coffee or Two! [00:16:13] Michael D.J. Eisenberg: Pardon the interruption. I hope you're enjoying the techsavvylary. page podcast as much as I enjoy making them. Consider buying us a cup of coffee or two to help defray some of the production costs.

[00:16:21] Michael D.J. Eisenberg: Thanks and enjoy.

[00:16:23] Michael D.J. Eisenberg: Well, let's go back to the question, though, because I think you've given us, I think, two answers. One, of course, is turn off your phone or don't have it with you. The second is better screening.

[00:16:33] Paul Secunda: What would be their third? Well, I think the third is honest and open communication. I think if you are, again, it goes back to what we might call the third is expectation setting.

[00:16:43] Paul Secunda: If you never talk to your employer about how you feel about them contacting you at 11pm at night, and then you start doing work at that time for them, don't be surprised when they ask you again a week or two later. Like, you've set that expectation. But on the other hand. It happens in the beginning, or if you can even address it as part of your beginning work with that employer, then it's less likely that the expectations would be misunderstood.

[00:17:09] Paul Secunda: Look, I understand that American workers are suffering a huge power imbalance in the workplace. In this country, More than almost any other country in the world because we adhere to this employment at will flexibility for employers where you can be fired for a good reason, bad reason, no reason at all.

[00:17:27] Paul Secunda: But on the other hand, I also understand that that's why we have laws and that's why if we can get something on the books that deals with the right to disconnect in a universal manner that applies to all employees. Hopefully employers will come over time to respect that kind of right that employees have to that time to themselves

[00:17:47] Michael D.J. Eisenberg: what you don't pulling it back just a little bit more toward tech.

[00:17:51] Michael D.J. Eisenberg: The one thing I'm surprised you haven't mentioned being an Apple user yourself is the focus modes that the Mac OS. IOS provide you, do you use that?

[00:18:00] Paul Secunda: I have tried them in the past. You have purple mode, you have a sleep mode, you have a drive mode or just universal, do not disturb. I'm looking at it right now.

[00:18:09] Paul Secunda: As you can also create your own focus modes.

[00:18:12] Michael D.J. Eisenberg: Oh, you can do a custom one too.

[00:18:13] Paul Secunda: You can set up any custom mode you want. I found it distracting to be honest. I even in the car and the driving mode had been turning on automatically. I have a hands free. Voice only way of responding to, uh, text messages. And I enjoy that.

[00:18:29] Paul Secunda: So I guess what I'm saying is, and maybe we should take a step back. I am not saying that there should be a blanket prohibition against people working after work. There are some people who, maybe like me and maybe like you, are workaholics and enjoy working after work. And they shouldn't be prevented. I don't want to become paternalistic here.

[00:18:48] Paul Secunda: I'm not saying, even if you want to, I know better what you need and therefore you shouldn't do it. What I'm trying to say is, in a world of an imbalanced workplace between the power the employer has and the less power that employees have, there should be some kind of legal intervention, regulatory intervention that provides employees who want to have the right to be left alone when they go home at night.

[00:19:13] Paul Secunda: So for me, and this goes to the Apple's various kind of focuses, I just found it distracting because I do want to interact with people at different times of the day. And even during sleep, I tried that, but then I found that there were people who, like my family, who needed to contact me and, It would have been nice to know if I had gotten up during the middle of the night, that there was something going on.

[00:19:34] Paul Secunda: So I've turned them all off, to be honest. I, I did not enjoy them personally, but I could see how for others, the focus mode would make sense.

[00:19:42] Michael D.J. Eisenberg: Well, the focus mode definitely comes in handy when I'm recording.

[00:19:45] Paul Secunda: Yeah, I can understand.

[00:19:47] Michael D.J. Eisenberg: Last thing I need is dings, alarms, bells and whistles and the phone going off in the middle of a recording.

[00:19:53] Michael D.J. Eisenberg: But let's move on to question number two. Go ahead.

[00:19:55] Q?#2: What Are the Top Three Tech Rights an Employee Has Qhen It Comes to Utilizing a Personal Tech Device for a BYOD Firm? [00:19:55] Michael D.J. Eisenberg: what are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm?

[00:20:01] Paul Secunda: Yeah, I'm going to sound a little bit redundant here, but it's about expectations that in the privacy world. So in employee privacy, first of all, I have to separate the world into two different areas.

[00:20:12] Paul Secunda: One is the public employment world, right? The other. Private employment world. In the public employment world, believe it or not, because the government is your employer, you have constitutional rights. They're not vibrant constitutional rights, but you do have the right under the Fourth Amendment, uh, which is the privacy amendment under the Constitution, and even under the First Amendment, uh, to a certain amount of autonomy and privacy in the public workplace.

[00:20:36] Paul Secunda: Uh, and then you're saying, well, don't I have that in the private workplace? And the answer is, you don't. Definitively, no, you do not. And the problem is there is no state action in the private workplace and therefore under our state action based Constitution, you don't have a right to privacy just because of the constitution to the extent that you have privacy rights in the private workplace They're either granted to you statutorily or by the common law.

[00:20:59] Paul Secunda: So statutorily, there are Now, in a number of states, somewhere between 10 and 15, what we call off duty conduct statutes, and basically off duty conduct statutes say is as long as you're engaged in legal, lawful, recreational activity outside the workplace, your employer has no business seeing you. Now, obviously, this becomes a little gray when you get into certain types of contact.

[00:21:26] Paul Secunda: Maybe using marijuana on your own time, or engaging in certain, let us say, avant garde sexual types of proclivities. So, those have been litigated, and to be honest, the cases are all over the place. In the common law, there is, under the tort restatement, a right to be free from an invasion of privacy. And the invasion of privacy right comes in a lot of different flavors.

[00:21:51] Paul Secunda: It can be akin to a defamation right, where people can't put you in a false light. Or it can be just a matter of autonomy. That your autonomy is sacred and People shouldn't interfere with what you consider your own private affairs. So in that situation, it goes back to what is your legitimate expectation of privacy?

[00:22:10] Paul Secunda: If you're at your employer's brick and mortar business and you're in the bathroom, you have a fairly significant right to privacy, right? There's going to be very little reason that an employer should be spying on you on your bathroom breaks. On the other hand, if you're in your office and you're on your computer and they want to make sure that you're not engaging in Amazon shopping or other inappropriate activities, they can do a basic keystroke surveillance and that is considered acceptable if it's business based.

[00:22:40] Michael D.J. Eisenberg: I want to pause you on that one specifically. So since we are more at a work from home right now and say the employee Perhaps a lawyer is working from home on their computer and they have to be button seat from like 8am to 5pm and they're working on whatever. Does the employer have a right to watch those same keystrokes and or more so put like certain monitoring software in the person's own personal computer?

[00:23:09] Paul Secunda: I would say it depends on the expectations and the workplace policies that are in place. I mean, If you and your employee handbook have an electronic communications policy that says we will be keeping track of what you're doing during the day, we expect that you will only focus on our business during the workday, then that's a re, then, then an employee says, well, I didn't realize they were doing that when they signed an acknowledgement form saying I realized they were doing that.

[00:23:37] Paul Secunda: That's problematic for the employee. A lot of employers, it goes without saying, including law firms, don't have electronic communication policies. Or if they do, they're much more narrow. Don't, don't surf porn. Don't, won't shop. But how about the in between when your kids call you or have to deal with something that's come up during the day that's almost akin to an errand?

[00:23:58] Paul Secunda: That's less clear. And so, What I would say is, in my, I've been an employment lawyer for over 27 years now, and I would tell you, and mostly on the employee side, and I would tell you that, generally speaking, most employers do not have such restrictive workplace policies. If anything, as the employee becomes more sophisticated, has more discretion during the workday, like most attorneys, this isn't a huge issue.

[00:24:25] Paul Secunda: It's more in. Kind of the warehouses, the blue collar workplace where employees are being monitored much more diligently. Take for instance, the Amazon drivers or even people who deliver packages for UPS or Federal Express. Right being very closely, not only because they want to keep track of where the packages are, but they want to make sure that you're not stopping off and getting a beer when you should be delivering the package to Mr and Mrs Jones.

[00:24:53] Paul Secunda: So I really don't think there's a an answer I can give you. I mean, you could see how I kind of. Very lawyerly kind of divided the workplace. And then I said, well, even in the private, you have statutory protections and common law protections. And then even then it depends on what's in your workplace policies and what kind of expectations you've established with your workers,

[00:25:14] Michael D.J. Eisenberg: but would you generally speaking without giving legal advice, would you advise someone who's like, all right, I don't want to specify lawyers, but you advise a lawyer.

[00:25:25] Michael D.J. Eisenberg: Who has a work from home policy to allow their boss to put on their personal computer, some sort of tracking software sites that they look at typing times logged in, et cetera.

[00:25:39] Paul Secunda: Absolutely not. I would push back very hard against that. An unnecessary violation of my privacy and autonomy. And that's because I believe what lawyers do is not so necessarily only within the time bounds of the day.

[00:25:52] Paul Secunda: I think lawyers, because of the discretion and the creativity they bring to their work, tend to do their work at various times of the day. So perhaps the right to disconnect means something different in our industry than it might mean Let's say in a blue collar industry, but I would advise if an employer said to an attorney, a young attorney, Hey, I understand you're going to be working remotely.

[00:26:16] Paul Secunda: Please know that we're tracking you. I would say I'm going to look somewhere else. I don't know many firms that do that, to be honest,

[00:26:23] Michael D.J. Eisenberg: but there was some articles. I remember a couple of years ago during COVID that they were employers were actively tracking some of their employees. And I'm talking about lawyers.

[00:26:33] Paul Secunda: Yeah. I mean, There's an exception to every rule. I think it's, I think first of all, it leads to very low morale and less productivity. So I think it's foolhardy. I think if you're going to have professionals working for you, giving them independence and discretion is part of saying you trust and believe in them, but I'm not the employer and therefore people do all sorts of different things for different reasons.

[00:26:54] Paul Secunda: I'm saying personally, and it's not legal advice. If someone came to me and said, Hey, I'm going to track you. I'd say, okay, well, I'm not working for you because to me, personal privacy and autonomy are important intangibles in my life.

[00:27:09] Michael D.J. Eisenberg: So from the obvious of not looking at porn, not shopping, not looking at information to overthrow the government.

[00:27:16] Michael D.J. Eisenberg: Are there any other tech tips you might give employees when it comes to things they should obviously not do with devices that are BYOD or even if it's the employer's device?

[00:27:28] Paul Secunda: Yeah, there are a lot of employees and actually this was very relevant because last week the Federal Trade Commission came out with a new proposed rule about getting rid of all covenants not to compete.

[00:27:40] Paul Secunda: Needless to say, that will be tied up in litigation for the next two to three years. So any such rule will probably be enjoined until it's worked out by the courts. But needless to say, there are employers who have employees who have sensitive information which they have protect, whether it be through confidentiality provisions.

[00:27:58] Paul Secunda: They can do it through non solicitation clauses or non competition clauses. And so what I would say to employees is again, make sure you understand what information you have that is protectable by your boss. I mean, in the law area, we're not allowed to have covenants, not to compete under our professional rules of conduct, but nevertheless, you are under an obligation under attorney, uh, client privilege and other privileges to keep things.

[00:28:26] Paul Secunda: Confidential under also the model rules of professional conduct. So maybe law is kind of a little unique, but in, in other parts of the workplace, you have to understand that depending on the types of information you have, if you're dealing with pricing information or customer databases or trade secrets, then yeah, you don't want to be kind of dealing with that type of information without Providing some protection.

[00:28:50] Paul Secunda: Let me give you an example in the legal. When I exchange Discovery as a litigator with other law firms, either the other law firm or I don't just send that information attached to an email, almost never. We always use a server which has dual authentication. So we make sure the person getting it is only getting it because they have a user ID and a password.

[00:29:12] Paul Secunda: Plus they didn't have to authenticate. They are who they say they are. So that is the reality of whether you're using Dropbox or a lot of these large law firms these days have their own servers with the capability of sending out large swaths of documents. So. There's an example of where you just don't want to deal with sensitive documents in a way that they can be intercepted or used inappropriately.

[00:29:38] Michael D.J. Eisenberg: Let's move on to our last question. Sure.

[00:29:40] Q?#3: What are Your Top Three Tech Tips to Ensure Focus at Work to Help Prevent Necessary Work During Personal Time? [00:29:40] Michael D.J. Eisenberg: What are your top three tech tips to ensure focus at work to help prevent necessary work during personal time?

[00:29:46] Paul Secunda: Yeah, well, one we've already discussed, and this is a harder one, which is you can't turn necessarily your phone off, but what you can do is eliminate a lot of those push notifications.

[00:29:56] Paul Secunda: This is from personal experience. Used to have every newspaper and every person possible able to kind of get through my screen and kind of tell me they're looking for me or want to sell me something, tell me about a new news tip. And what I would tell you is go to your notifications, whether you're on an app or another phone and really only limit them to the things that you really need.

[00:30:19] Paul Secunda: And even with. And your text, you can set up VIP lists so that only those people who are most important in your family, your children, your spouse, whatever, can get in contact with you. I've done that increasingly. So that's number one. Number two, it's a matter of, Learning how to screen your text, emails and other information that you're looking at in a efficient manner.

[00:30:44] Paul Secunda: I have, I use an Apple mail, right? And it has kind of a preview where within probably 5 to 10 seconds, I can tell from just when it comes up whether I need to deal with it now. An hour from now, tomorrow, a week from now, and then I categorize stuff that way using that technology. So that's number two. And then number three, I would say it's just a matter of focus, which is kind of funny to say.

[00:31:10] Paul Secunda: I don't mean focus like the Apple tech focus, but you have all this technology coming at you through computers and phones and don't people use the telephones I'm told, but you have to focus. I mean, we are a society of attention. Deficit disorder. And I, I don't mean that cavalierly or in a flip way. I mean that honestly, as a society, we have trouble paying attention.

[00:31:34] Paul Secunda: We're being pulled in a hundred different direction. And so this is where it's very unique to each person's individual circumstance. What allows you to focus for me? I can't have music on. I can't have other like talk radio or talk, whatever, because it's too, I need complete silence, but someone else Might be able to put on their air pods and put on some soft music in the background and that's the way they kind of tune other things out.

[00:31:58] Paul Secunda: So my point is use tech to allow you to focus. That would be my third point.

[00:32:03] Michael D.J. Eisenberg: Well, I'm going to go back and pull a little bit on your last two answers. Your second answer, this is something I want to share. I use a service called SaneBox and it sort of adds onto your email. Are you familiar with it? I'm not.

[00:32:17] Michael D.J. Eisenberg: So SaneBox is a monthly subscription. It's like 10 bucks a month. I think you'd have to double check. And what it does is it allows you to set special rules into your email. And quite frankly, like it works with all, like almost all different email server types, whether it's Gmail, whether it's personal, whether it's this or that or whatever.

[00:32:35] Michael D.J. Eisenberg: And it works in the background, not on your computer, but on a server. And if you put, say, an email, like, a constant solicitation. Right. If you put it in the same black hole box, you'll never see that again. In other words, if they send you another one, you'll never see it again. So, I'm just Throw it in there just to help kind of declutter.

[00:32:53] Paul Secunda: As opposed to unsubscribing from every unwanted piece of spam you get.

[00:32:57] Michael D.J. Eisenberg: Well, the problem with unsubscribing is you're telling them there's a warm body there.

[00:33:02] Paul Secunda: Yeah, and then that gives them more incentive to try to get in contact with you.

[00:33:06] Michael D.J. Eisenberg: Whether it's through that in particular email or perhaps like a different service they may be working with as well.

[00:33:12] Michael D.J. Eisenberg: So it opens you up to more spam email. But it also has some neat tricks to it like saying. Tomorrow, say next week, so that it doesn't stay in your inbox right now, but it goes, disappears for a day or a week or three hours or until 5 p. m. and then it repopulates to help manage. And like, it also, there's some other functions I'm probably not remembering, but I encourage you to take a look at it.

[00:33:36] Michael D.J. Eisenberg: Somewhat of a godsend for me because Lord knows I'm getting more and more. Spam and I no longer answer my own phone because half the calls are not business. Right. Yeah. The other thing I do, you know, you talk about focusing at work and as a small and solo practitioner, you're sort of like the, you wear many hats.

[00:33:55] Michael D.J. Eisenberg: And when I have to focus on writing a brief, what I'll do sometimes. Or often is I will take my laptop and I'll go to a Starbucks or coffee shop and just plant myself there for like an hour and a half or two hours and I can usually pop out some solid writing and I'm not constantly being interrupted by everything else that's going on around here.

[00:34:15] Paul Secunda: That makes a lot of sense too.

[00:34:16] Michael D.J. Eisenberg: And if it's too noisy in there, I just pop in my Apple AirPod Pro Mac to the headphones, and I can drown out most of the noise, but I'm usually pretty good about drowning out noise around.

[00:34:27] Paul Secunda: Yeah, well, that's a good, that's a good skill to have, I have to say.

[00:34:31] Michael D.J. Eisenberg: Yeah, the only thing I can't deal with is screaming children and crashes.

[00:34:36] Paul Secunda: Yeah.

[00:34:37] Michael D.J. Eisenberg: No offense to parents out there.

[00:34:39] Paul Secunda: Yeah, I can't help you with that one, but yeah, I understand.

[00:34:42] Michael D.J. Eisenberg: Excellent. Paul, I wanna thank you for being here.

[00:34:44] Where You Can Find Our Guest! [00:34:44] Michael D.J. Eisenberg: Please tell us where people can find you.

[00:34:46] Paul Secunda: They can find me online at kunda E-S-E-C-U-N-D-A. Mm-Hmm at zeke luzi.com. It's a difficult Wisconsin name, so I'm gonna spell it.

[00:34:55] Paul Secunda: W-A-L-C-H-E-S-K-E-L-U-Z i.com. That is the name of the law firm I'm at in the Milwaukee, Wisconsin area. And my email and contact information is there. And if you'd like to hear more about the right to disconnect or any other employment law topics, feel free to give me a ring.

[00:35:13] Paul Secunda: I will be sure to have all that in the show notes.

[00:35:15] Paul Secunda: And if there's anything else you'd like to share, please feel free to send it to me before we publish. But again, Paul, I want to thank you for being here.

[00:35:21] Paul Secunda: It's a pleasure, Michael. So nice to talk to you today. Likewise.

[00:35:24] Thank You for Listening and Join Us in Two Weeks for a New Episode! [00:35:24] Michael D.J. Eisenberg: Thank you for joining me on this episode of the techsavvylawyer. page podcast. Our next episode will be posted in about two weeks.

[00:35:30] Michael D.J. Eisenberg: If you have any ideas about a future episode, please contact me at michaeldj at the techsavvylawyer. page. Have a great day and happy lawyering.

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Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence.

Join Tony and me as we discuss the following three questions and more!

What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do?
Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way?
What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one?

In our conversation, we cover the following:

[01:06] Tony's current tech setup

[08:02] Key Considerations for Lawyers When Choosing a CRM

[22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks

[28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM

[30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions

[32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations

[34:23] The Role of AI in Legal Data Migrations

[37:03] Connect with Tony

Resources:

Connect with Tony:

Email: tv@universalmigrator.com
LinkedIn: linkedin.com/in/tony-valenti
Website: universalmigrator.com/

Hardware mentioned in the conversation:

Anker speakerphone: ankerwork.com/products/a3301
Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl
Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor

Software & Cloud Services or Apps mentioned in the conversation:

Clio: clio.com/
Faster Suite: fasterlaw.com/
Lawmatics: lawmatics.com/
Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator
MyCase: mycase.com/
NetDocuments: netdocuments.com/
PracticePanther: practicepanther.com/
Rocket Matter: rocketmatter.com/
Stream Deck Plugins: barraider.com/
Universal Migrator: universalmigrator.com/

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In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!

Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.

Join Katherine and me as we discuss the following three questions and more!

What are the top three areas of tech software that attorneys are wasting their money on?
What are the three common workflows attorneys are not utilizing? And how do we create each one?
What are your top three tips when vetting a new CRM LPM?

In our conversation, we cover the following:

[01:10] Tech Setup Overview and Preferences

[07:08] Top Three Areas Where Attorneys Overpay for Tech Software

[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation

[14:09] Tips for Creating Effective Workflows

[15:31] Top Three Tips for Vetting a New CRM or LPM System

[17:21] CRM/LPM Transition War Stories: Challenges and Solutions

Resources:

Connect with Katherine:

LinkedIn: linkedin.com/in/kporterjd/

Website: theresourcefullawyer.com/

Mentioned in the episode:

Hardware mentioned in the conversation:

Blue Yeti Microphone: blueyetimicrophone.com/
Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
Microsoft Surface: microsoft.com/en-us/surface

Software & Cloud Services mentioned in the conversation:

ClickUp: clickup.com/
Dubsado: dubsado.com/
Make: make.com/
Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
Miro: miro.com/
Mural: mural.co/
PandaDoc: pandadoc.com/
Zapier:zapier.com/

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Today’s episode covers a range of topics related to technology repurposing and recycling practices among lawyers, as well as the environmental impact of office tech!

Meet Loren Williams, the Regional Account Manager at PCs for People, who oversees the sourcing of computers for distribution to low-income individuals and families. PCs for People is dedicated to secure and environmentally friendly IT recycling, protecting sensitive data through the National Association of Information Destruction (NAID) AAA-compliant processes, and promoting responsible e-waste management with R2 compliance.

Join Loren and me as we discuss the following three questions and more!

What are the top three ways lawyers can recycle and reuse their technology?
What are the top three steps lawyers should take to securely remove their data before recycling their machines?
What are three tips lawyer should keep in mind when trying to be environmentally friendly with the tech in their office?

In our conversation, we cover the following:

[00:48] Loren’s Tech Preferences and Practices

[04:33] Top Three Ways Lawyers Can Recycle and Reuse Technology

[07:3] PCs for People: From Local Initiative to National Impact

[09:58] Top Three Steps Lawyers Should Take to Securely Remove Data Before Recycling Machines

[12:33] Three Tips for Lawyers to Be Environmentally Friendly with Office Tech

[13:56] Maximizing Donations and Tax Benefits with PCs for People

Resources:

Connect with Loren:

Email: lorenw999@gmail.com
LinkedIn: linkedin.com/in/loren-r-williams/
Phone: 773-988-6908
Website: pcsforpeople.org

Mentioned in the episode:

Hardware mentioned in the conversation:

Apple Mac (MacBook): Apple MacBook
Google Pixel: store.google.com
Lenovo ThinkPad: lenovo.com
Samsung phones: Samsung Mobile

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After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation.

In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology.

Tune in to gain actionable insights and discover new possibilities in legal service delivery!

Join Mathew and me as we discuss the following three questions and more.

What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney?
What are the top three workflows that work behind the scenes to make the business more efficient?
Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model?

In our conversation, we cover the following:

[01:07] Mathew’s Current Tech Setup

[37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations

[46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation

[50:51] Legal Ethics in Subscription-Based Practices

[54:43] Where to Find Mathew Online

Resources:

Connect with Mathew:

LinkedIn: linkedin.com/in/kerbisverse/
Website: lawsubscribed.com/

Hardware mentioned in the conversation:

Anker battery pack: anker.com/collections/power-banks
Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
Lamicall phone holder:lamicallshop.com/collections/shop-all
LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors
Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards
Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master

Software & Cloud Services mentioned in the conversation:

Carrd: carrd.co/
Descript: descript.com/
Formula: formulasoft.com/
LawPay: lawpay.com/
Stripe: stripe.com/
SuiteDash: suitedash.com/

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Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer

In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago.

In our conversation, we cover the following:

[02:14] Tech Show Takeaways: AI in Legal Innovation

[07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession

[11:45] Ethical Landscape of AI in Legal Practice

[16:09] Future of Legal Tech

[29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks

[33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings

[39:29] AI in Legal Practice: Leveraging Tools Responsibly

[44:55] Enhancing Practice Efficiency and Accessibility

[48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms

RESOURCES:

Connect with Mathew:

LinkedIn: linkedin.com/in/kerbisverse/
Website: lawsubscribed.com/

Hardware mentioned in the conversation:

Blue Yeti microphone logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
iD14: audient.com/products/audio-interfaces/id14
Shure MV7 microphone: shure.com/en-US/products/microphones
Snowball microphone:logitechg.com/en-us/products/streaming-gear/snowball-ice-usb-microphone

Software & Cloud Services mentioned in the conversation:

Amazon Prime: amazon.com/amazonprime
Clio: clio.com/
Daylight: daylightlaw.com/
Descript: descript.com/
FileVine: filevine.com/
LexisNexis: lexisnexis.com/
Paxton: paxton-access.com/
PDF deck: pdfdeck.com/
Squadcast: squadcast.fm/
Universal Migrator:universalmigrator.com/
Westlaw: legal.thomsonreuters.com/en/westlaw
Zapier: zapier.com/

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Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce.

Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet.

Join Jason and me as we discuss the following three questions and more!

What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only?

What three pieces of tech software and hardware make working with virtual remote services seamless?

What are the top three tips when communicating with clients through an LPM, text, or email?

In our conversation, we cover the following:

[01:11] Jason's Mac-based Legal Practice

[11:00] Essential Tech for Solos and Small Firms

[21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration

[31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form

[34:34] Connect with Jason

Resources:

Connect with Jason:

LinkedIn: linkedin.com/in/jasonmrice/
Website: dirigo-divorce.com/

Hardware mentioned in the conversation:

External monitors Apple XDR: apple.com/pro-display-xdr/

Software & Cloud Services mentioned in the conversation:

Backblaze: backblaze.com/
Calendly: calendly.com/
Clio: clio.com/
Daylite: marketcircle.com/legal/
Fastcase: fastcase.com/
Google Voice: voice.google.com/
HumbleFax: humblefax.com/
Kofax: knowledge.kofax.com/
Marketcircle: marketcircle.com/
Nuance Power PDF: shop.nuance.com/store/nuanceus
Posh Virtual Receptionist Service: posh.com/
Ruby Receptionists: ruby.com/

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Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez

Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology!

As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research.

Join Erik and me as we discuss the following three questions and more!

What are the top three ways attorneys should expect their client relations management/ law professional management platforms, like Filevine and Lead Docket, to seamlessly work with a third party?
What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them?
What are the top three tech tools lawyers can use for online marking?

In our conversation, we cover the following:

[01:22] Erik's Simple Tech Setup

[06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform

[14:11] Balancing AI and Human Touch

[20:34] Key Data Points for CRM and PMS Collaboration

[21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition

[24:18] Convincing Busy Lawyers to Embrace Technology

[27:21] Tailored Technology: Law Firms with Personalized Workflows

[34:33] Mastering Online Marketing: Essential Tools for Law Firms

[39:56] Connect with Erik

Resources:

Connect with Erik:

LinkedIn: linkedin.com/in/erik-bermudez-8a601825/

Email: erik@filevine.com

Hardware mentioned in the conversation:

Skullcandy headphones: skullcandy.eu/shop/headphones

Software & Cloud Services mentioned in the conversation:

Filevine: filevine.com/

Lead Docket: leaddocket.com/

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Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition.

Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age!

Join Emily and me as we discuss the following three questions and more!

What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof?
What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice?
What are the top three ways lawyers can use AI in their practice?

In our conversation, we cover the following:

[01:07] Emily's Tech Setup

[06:25] Essential Considerations for Lawyers Embracing Innovation

[14:20] Common Pitfalls and Potential Solutions

[27:43] Maximizing AI in Legal Practice: Three Key Applications

Resources:

Connect with Emily:

LinkedIn: linkedin.com/in/emilylippincott/

Hardware mentioned in the conversation:

Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk
Dell Curved Monitor: dell.com/en-us/lp/curved-monitors
Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow
Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam
Macbook Pro with M1 Chip: support.apple.com/en-us
Rubber Tips for Apple Pencil: apple.com/shop/product
Scarlett Solo: us.focusrite.com/products/scarlett-solo

Software, Apps, & Cloud Services mentioned in the conversation:

1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/
1Password: 1password.com/
Apple Pages: apple.com/pages/
Backblaze: backblaze.com/
Camelcamelcamel: camelcamelcamel.com/
Capital One app: capitalone.com
Filevine Immigration AI: filevine.com/platform/immigrationai/
Filevine: filevine.com/
GoodNotes goodnotes.com/
Google One: one.google.com/overview/
Mac Updater: corecode.io/macupdater/
MacOS Sonoma: apple.com/macos/sonoma/
Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook
WordPerfect: wordperfect.com/en/
Zscaler: help.zscaler.com/

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Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the How I Lawyer Podcast in January 2021, aiming to share insights from legal professionals to law students and lawyers alike.

Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals!

Join Jonah and me as we discuss the following three questions and more!

What are the top three tech skills all students should master by the time they graduate law?
What are the top three tech tools that attorneys are under-utilizing today?
What are the top three ethical mistakes attorneys are making with their technology?

In our conversation, we cover the following:

[01:23] A Law Professor's Tech Setup

[14:00] Observations on Law Students' Transition from Pre to Post-COVID

[19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape

[33:21] Three Tech Tools Lawyers Should Embrace Today

[38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions

[44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations

[46:16] Essential Tech Tools for Starting a Podcast

[54:07] Connect with Jonah

Resources:

Connect with Jonah:

LinkedIn: linkedin.com/in/jonah-perlin

Podcast: howilawyer.com/

Substack: howilawyer.substack.com/

Hardware mentioned in the conversation:

Mac Mini: apple.com/mac-mini

MV7 - Podcast Microphone: shure.com/en-US/products

Tascam Headphones tascam.com/us/category/Headphones

Yeti microphone: logitechg.com/en-us/products

Software & Cloud Services mentioned in the conversation:

Calendly: calendly.com

Descript: descript.com

Fastcase: fastcase.com

LexisNexis: lexisnexis.com

Trello: trello.com

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Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner.

Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings.

Join Leah and me as we discuss the following three questions and more!

What are the top three tips for maintaining HIPAA compliance of documents online electronically?
What are the top three tips for maintaining many documents online electronically?
What are the top three secret tips for using your favorite PDF reader?

In our conversation, we cover the following:

[01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies

[12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online

[26:17] Top Tips for Managing a Large Volume Online

[35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness

[28:45] Connect with Leah

Resources:

Connect with Leah:

LinkedIn: linkedin.com/in/leahbucholz/

Website: prestigeveteranmctx.com/

YouTube: youtube.com/@prestigeveteranmedical

Email: mailto:leah@prestigeveteranmctx.com/

Hardware mentioned in the conversation:

Internet connection provided by AT&T: att.com/internet/fiber/

Software & Cloud Services mentioned in the conversation:

Zoho: zoho.com/
Zoho Vault: zoho.com/vault/
JotForm: jotform.com/
Spanning: spanning.com/
Backupify: backupify.com/
Speedtest.net: speedtest.net/
Zapier: zapier.com/

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Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms.

Join Karen and me as we discuss the following three questions and more!

What are the top three tech tools that attorneys underutilize besides CRMs in their law practice?
What are the top three things attorneys should look for in an online CRM?
What are the top three tech shortcuts lawyers still need to know at any level of experience?

In our conversation, we cover the following:

[01:32] Tech Talk: Karen's Current Tech Setup

[08:46] The Top Three Tech Tools Lawyers Should Utilize More

[17:16] Backup Strategies: Ensuring Data Security in Business

[22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support

[30:05] Tech Shortcuts Every Lawyer Should Master

[39:13] Uncommon Keystroke Hacks in Microsoft Word

[40:37] Connect with Karen

Resources:

Connect with Karen:

LinkedIn: linkedin.com/in/wisekarenmcdonald/

Website: wiseowllegal.com.au/

Hardware mentioned in the conversation:

Bose Speakers: bose.com/c/speakers
Fitbit: fitbit.com
Jabra Headset: jabra.com/
Curved 27-inch ViewSonic Monitor: viewsonic.com/global/products/lcd/VX2718-PC-mhd

Software & Cloud Services mentioned in the conversation:

Bitwarden: bitwarden.com/
Wise Owl Legal: wiseowllegal.com
Backblaze: backblaze.com
WordPerfect: wordperfect.com
TextExpander: textexpander.com

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Our next guest is Shubham Datta, the Vice President of Corporate Development at CLIO. As a key figure in overseeing the development and execution of CLIO's strategic growth strategy through acquisitions and investments, Shubham brings forth a wealth of knowledge and a unique perspective on the intricacies of how CLIO collaborates with third-party integrations and more. Shubham is a seasoned Mergers and Acquisitions (M&A) professional driving innovation in the legal tech space. With an extensive background in both buy-side and sell-side M&A, he spearheads efforts to align CLIO's product roadmap with cutting-edge companies.

Join Shubham and me as we discuss the following three questions and more!

What are the top three criteria to prioritize when evaluating third-party application integrations?
How to determine what might be considered unnecessary or incompatible with CLIO platform, possibly without the requirement for specific categories?
In what aspects should legal professionals focus on when assessing new third-party applications for use in CLIO or when comparing them to competitors?

In our conversation, we cover the following:

[01:44] The Three Pillars of Effective Third-Party Integration in CLIO's Legal Tech Ecosystem

[05:13] Core Legal Workflows in CLIO's Ecosystem

[06:55] App Adoption and Integration Challenges in Legal Tech

[09:00] Empowering Legal Innovation: Nuanced Challenges in App Integration

[10:42] A Guide for Lawyers in Choosing Third-Party Apps for CLIO and Beyond

[11:25] Future-Forward Legal Tech

[13:12] AI Innovations to Elevate Legal Practice

[14:58] CLIO: Redefining Legal Practice Management

Resources:

Connect with Shubham:

LinkedIn: linkedin.com/in/shubhamdatta/

Software mentioned in the conversation:

CLIO: CLIO.com/

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Join Joshua and I live from the CLIO Con 2023 in Nashville, TN at the Gaylord Opryland Resort & Convention Center. Joshua serves as the Lawyer in Residence at CLIO. Joshua has dedicated considerable efforts to enlightening legal professionals about the potential of technology to improve their practices, simultaneously educating tech companies about the distinctive requirements of the legal field.

Join Joshua and me as we discuss the following three questions and more!

What are the three most common questions attorneys have about cloud computing? And how does CLIO address them?
What are the three most common ethical missteps attorneys make with cybersecurity, and how does CLIO help prevent them?
As we look into the future, what should attorneys be wary of regarding all things Internet in their law practice?

In our conversation, we cover the following:

[01:09] From PCs to Macs: Embracing a Secure and User-Focused Technological Evolution

[03:25] Decoding Cloud Worries: How CLIO Tackles Attorneys' Top 3 Questions on Cloud Computing

[13:12] Ethical Cybersecurity: Navigating Attorney Pitfalls and CLIO's Defensive Strategies

[16:48] Futuristic Legal Tech: Internet's Evolution in Law Practice

[22:18] Data Migration Dilemmas

Resources:

Connect with Joshua:

LinkedIn: linkedin.com/in/joshualenon

Email: joshua@clio.com

Mastodon: mastodon.social/@JoshuaLenon

Twitter: twitter.com/JoshuaLenon

Software & Cloud Services mentioned in this episode:

Clio:clio.com/

WordPerfect:wordperfect.com/en/

Amazon S3: aws.amazon.com/s3/

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In this podcast episode, renowned tech expert Dave Hamilton dives into the world of Mac-centric productivity, uncovering the unique advantages Macs offer over Windows machines. Dave is a seasoned podcaster, publisher, and self-professed nerd with a rich background in educating numerous computer users over thirty years. We cover the longevity, cost-effectiveness, and quality of life benefits of Macs, their top productivity features like seamless device integration, Dave's travel tech tips including a 4K OLED screen and charging essentials, Mac-specific productivity tools focusing on scripting and audio editing, and much more!

Join Dave and me as we discuss the following three questions and more!

After over 900 episodes on MGG, what are the three most common questions about tech you still get today?
Apple computers still have somewhat of an aura of being made for creative people and not professionals; what are your top three reasons any professionals, including us lawyers, would want to switch from PC to Mac?
What are your top three favorite productivity functions you can do only on a Mac?

In our conversation, we cover the following:

[01:15] Dave's Personal Tech Setup and Upgrade Considerations

[15:56] Navigating Mac Upgrades, Backup Strategies, and Choosing the Right Wi-Fi System

[38:59] PC to Mac Transition: Insights on Integration, Compatibility, and Battery Life for Professionals

[54:48] Investing in a Mac: Exploring Longevity, Total Cost of Ownership, and Support Benefits Over Windows

[59:14] Mac Productivity Unleashed: Leveraging Automation, Scripting, and Audio Routing for Peak Performance

[01:21:58] Behind the Podcast Curtain: Tools and Tricks for Pro-Level Recording and Editing

Resources:

Connect with Dave:

Bluesky: bsky.app/profile/davehamilton.com

Facebook: facebook.com/hamilton.dave

Instagram: instagram.com/davehamilton/

LinkedIn: linkedin.com/in/davehamilton/

Mastodon: podcastindex.social/@DaveHamilton

Twitter:twitter.com/DaveHamilton

Website: macgeekgab.com/

Hardware mentioned in the conversation:

4K Portable Monitor - KYY 15.6: viewsonic.com/us/vx1655-4k-15-6-3840-x-2160p-uhd-portable-monitor
Anker Nano Charging Station: anker.com/products/a9129-charging-station-67w
Earthworks Ethos microphone: earthworksaudio.com/products/ethos/
Monoprice monitors: monoprice.com/category/computers-&-gaming/monitors-&-displays/desktop-monitors
PreSonus Quantum 2626 Audio Interface: presonus.com/en-US/interfaces/thunderbolt-audio-interfaces/quantum-series
Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7
Synology Disk Station Manager: synology.com/en-global/dsm
ViewSonic monitors: viewsonic.com/us/products/shop/monitors.html
VX1655-4K-OLED 15.6 Inch 4K: viewsonic.com/us/vx1655-4k-oled-15-6-uhd-oled-portable-monitor

Software, Apps & Cloud Services mentioned in the conversation:

Audio Hijack: rogueamoeba.com/audiohijack/
Backblaze: backblaze.com/
BetterTouchTool: folivora.ai/
Carbon Copy Cloner: bombich.com/
Eero: eero.com/
Fission: An audio editor mentioned for quick edits, specifically for ad breaks.
Hindenburg: hindenburg.com/
Keyboard Maestro: keyboardmaestro.com/
Logic Pro: apple.com/logic-pro/
Logic Pro: apple.com/logic-pro/
Loopback: rogueamoeba.com/loopback/
Mail Butler : mailbutler.io/
MailSuite: smallcubed.com/
TextExpander: textexpander.com/download
Thunderbird: thunderbird.net/
TP-Link DECO: tp-link.com/us/deco-mesh-wifi/
WordPerfect: wordperfect.com/en/

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My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice.

Enjoy!

Join Eda and me as we discuss the following three questions and more!

What are the top three ways attorneys can use technology to onboard new staff easily and consistently?
What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology?
What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier?

In our conversation, we cover the following:

[01:03] Current tech setup

[11:02] Using technology for legal staff onboarding

[13:34] Video conferencing and communication tools for legal professionals

[16:37] Password management and security for law firms.

[22:48] Addressing knowledge gaps among legal professionals

[25:10] Software hacks for paralegals and lawyers.

[28:31] Writing tools for legal documents.

[31:55] Using technology to make lawyer work easier.

[37:36] Virtual hearings, meetings, and case preparation.

[39:10] Legal technology and process optimization.

Resources:

Connect with Eda:

Website: edarosallc.com/

LinkedIn: linkedin.com/in/eda-rosa-law

Hardware mentioned in our conversation:

Google Password Manager: passwords.google.com/

Google Pixel smartphone: store.google.com/category/phones

Google Pixel smartwatch: google.com/product/pixel_watch_2?hl=en-US

HP Envy laptop: hp.com/us-en/shop/mlp/laptops/envy-344503--1

HyperX podcasting microphone: hyperx.com/collections/microphones

Logitech Presentation clicker: logitech.com/en-us/products/presenters

StreamYard: streamyard.com/

Software & Cloud Services mentioned in the conversation:

Adobe Cloud: adobe.com/creativecloud

Asana: asana.com/

Clio: clio.com/

Google Cloud: cloud.google.com/

Hazel: noodlesoft.com/

LexisNexis: lexisnexis.com/en-us/home

Microsoft Office 365: office.com/

MyCase: mycase.com/

Nextiva: nextiva.com/

PackBack: packback.co/

Speechify: speechify.com/

TextExpander: textexpander.com/

Trello: trello.com/

TrialPad: litsoftware.com/trialpad

Wise Hire: wise-hire.com/

WordRake: wordrake.com/

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Our next guest is law libriarian Sarah Glassmeyer. She has a career that includes academia, nonprofit tech, and even a fellowship at Harvard. Her numerous awards, including being named to Fastcase 50 and as an ABA Legal Rebel, speak to her impact. Sarah's commitment to learning and growing and her passion for her mission ensure she'll never stop striving for positive change in the legal world.

Join Sarah and me as we discuss the following three questions and more!

What are the top three tech tools utilized by larger law firms that solos and small law firms would be surprised are reasonably accessible to them?
What are the top three ways Chat GPT falls short for attorneys?
What are the top three directions that you see technology heading in that attorneys should keep an eye on?

In our conversation, we cover the following:

[01:08] Balancing Platforms: Sarah’s Hybrid Tech Ecosystem

[10:13] Tech Tools for Smaller Firms to Rival the Big Players

[23:38] Three Ways ChatGPT Falls Short for Attorneys

[37:07] Key Technological Trends for Attorneys to Monitor

[45:12] Where to Connect with Sarah

Resources:

Connect with Sarah:

LinkedIn: linkedin.com/in/sglassmeyer

Website: sarahglassmeyer.com/

Substack: substack.com/@sarahglassmeyer

Hardware mentioned in the conversation:

ThinkPad: lenovo.com/us/en/c/laptops/thinkpad/

Software and Cloud Services mentioned in the conversation:

Substack: substack.com/@sarahglassmeyer

FatCow: bluehost.com/fatcow

Azure: azure.microsoft.com/en-us

AWS: aws.amazon.com/

View Details

Join us for an enlightening conversation on technology, transformation, and the world of writing with lawyer, mediator, and career coach Wendy S. Meadows. We learn almost in real-time during the recording that Wendy has become an Amazon top-selling author with her book, "Sparkle and Grit." We discuss not only her book but the potential tech tools in a lawyer’s writing journey as we explore Wendy's personal experience in the realms of creativity, distraction-free work, and maintaining motivation in publishing. Also, this podcast is a must-listen for anyone looking to escape the endless cycle of monotony, overcome self-doubt, and embrace a life of sparkle and grit.

Wendy shares her top three tech tools that played a pivotal role in creating her transformative book, "Sparkle and Grit." She explains how the technology she employed in writing differed from her legal work. Furthermore, we discuss the mysteries behind maintaining motivation and staying on track during the challenging writing and publishing journey. During the conversation, Wendy's passion and authenticity shine through as she empowers listeners to start their journeys toward a balanced and vibrant life.

As a bonus, we discuss how your Tech-Savvy Lawyer helped her (and could help you) make well-informed computer choices.

Enjoy!

Note1: This podcast was scheduled one day off the normal publication schedule so that we could time it with Wendy's book release.
Note2: My apologies for the recording from my mic. Apparently, the mics got "switched" just before we went live with the recording.

Join Wendy and me as we discuss the following three questions and more!

What are the top three tech tools to help write your book, and how did using them differ from similar tools when doing legal work?
What are the top three tech tools to keep your writing practice and writing process distraction-free?
What are the top three tech tools you use to keep yourself motivated and on track with a publishing schedule?

In our conversation, we cover the following:

[01:30] Finding Your Technicolor Path: A Journey to True Balance and Transformation

[08:14] Tech Tools for Writing: Boosting Productivity and Tracking Progress

[11:12] Distraction-Free Writing: Top Tech Tools for Maximum Focus

[14:13] Tech Tools for Motivated Publishing: Social Media Strategies and Scheduling Solutions

[18:43] Guiding Tech Choices: Tips to Make Informed Computer Decisions

[25:40] Sparkle and Grit: A Guide for Practicing Life at Your Best

[27:21] Lessons from the Flamingo: Discovering Your Ever-Changing Work-Life Balance

[28:45] Connect with Wendy

Resources:

Connect with Wendy:

LinkedIn: linkedin.com/in/wendy-s-meadows/

Website: wendysmeadows.com/

Instagram: instagram.com/wendy_s_meadows/

Mentioned in the episode:

sparkle & GRIT: Live a Technicolor Life By Finally Finding Balance, Escaping Monotony, and Beating Burnout: amazon.com/sparkle-GRIT-Technicolor-Escaping-Monotony/

Hardware mentioned in the conversation:

Apple Mac Mini: apple.com/mac-mini/
Apple Studio Display: apple.com/studio-display/specs/
MacBook Air (15-inch) with an M2 chip: apple.com/shop/buy-mac/macbook-air/15-inch-m2

Software & Cloud Services mentioned in the conversation:

Apple Business Account: apple.com/retail/business/smb-signup/
Apple Card: apple.com/apple-card/
Canva: canva.com/
ExpressVPN: expressvpn.com/
Loomly: loomly.com/

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This week’s episode of the Tech Savvy Lawyer podcast features Lawpath's Dominic Woolrych to discuss using AI to democratize legal access globally.

Dominic is the co-founder and CEO of Lawpath, a leading global legal software platform for small businesses and Australia’s number one online legal platform that has helped over 400,000 small businesses across Australia and the USA. Dominic’s vision is to build his digital platform and help small businesses globally access legal support at a fraction of the time, cost, and complexity of the traditional system.

Join Dominic and me as we talk about the following three questions and more!

What are some of your three automations that you'd like to use that are not part of your product?
What are the three biggest pain points that law firms are still experiencing with the adoption of technology today?
What are the top three non-traditional opportunities for lawyers in the legal tech sector?

In our conversation, we cover:

[04.02] Tech setup – Starting the conversation, Dominic walks us through his current tech setup.

[07.44] Automation – Dominic shares his top three automations other than Lawpath.

[09.00] Virtual Assistant – How you can save time and manage your work at the same time by having a virtual assistant, according to Dominic.

[16.16] Lawpath - An online legal platform that allows small businesses to complete legal tasks themselves.

[20.33] Pain points – We discuss the biggest pains that law firms are experiencing with the adaptation of new technology.

[23.35] Commercial vs. legal – Dominic shares his idea about the lawyers being commercial versus legal.

[28.00] Opportunities - Top three non-traditional opportunities for lawyers in the legal technology sector.

[33.33] Organic traffic – Dominic shares how their employees are working on bringing organic traffic to their website.

Resources:

Contact Dominic:

LinkedIn - linkedin.com/in/dominic-woolrych/
Twitter - twitter.com/dwoolrych
Website - lawpath.com/

Equipment Mentioned in the Podcast:

Apple air pods - apple.com/airpods/
Apple iPhone - apple.com/iphone/
Apple Mac - apple.com/mac/
Bose noise-cancelling headphones - bose.com/c/headphones

Software & Services Mentioned in the Podcast:

Carplay - apple.com/ios/carplay/
Mailbutler - mailbutler.io/
Overcast - overcast.fm/
Slack - slack.com/
Zapier - zapier.com/

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Join me as my next guest, Jared Jaskot, and I unravel the practical uses of AI in law!

Jared is a Baltimore-based immigration attorney who represents clients nationwide. His legal practice, known as Jaskot Law, is dedicated to the realm of humanitarian immigration law. To assist him, Jared uses artificial intelligence and chatbots to help screen and schedule potential clients effectively.

Jared firmly believes that the legal profession has the potential to evolve in ways that make legal services more accessible and cost-effective for a broader audience. His AI-powered bots have engaged in conversations with an impressive 150,000 immigrants regarding their cases, showcasing his commitment to improving access to legal assistance. One of Jared's unique approaches involves drawing inspiration from other industries, such as manufacturing, to discover ways to enhance the field of law. His multidisciplinary perspective aims to drive positive change in the legal landscape, ultimately benefiting a broader spectrum of individuals.

In our thought-provoking conversation, Jared shares his expertise and visionary outlook on AI's pivotal role in the legal field. Get ready to discover the top three ways AI is poised to revolutionize legal practice, including its applications in sales, calendaring, intake, and client communications. Jared's wealth of experience and forward-thinking insights make this episode a must-listen for legal professionals and tech enthusiasts alike!

Join Jared and me as we discuss the following three questions and more!

What are the top three ways to use Artificial Intelligence to improve the lives of clients?
What are the top three security measures to ensure client data privacy (when using AI)?
Anticipating the future, what are the top three predictions for the most effective ways AI will be employed in managing a lawyer's practice?

In our conversation, we cover:

[01:07] Tech Setup Showdown: Comparing the Hardware and Gadgets

[07:57] Enhancing Client Services: Leveraging AI for Legal Support

[23:49] Securing Client Data in AI-Driven Legal Services: Top Three Measures

[30:41] Protecting Client Data: Safeguarding Measures Beyond Hosting

[37:06] The Future of AI in Legal Practice: Three Bold Predictions

Resources:

Connect with Jared:

LinkedIn: linkedin.com/in/jared-jaskot-115b36152/
Website: jaskot.law/
Tiktok: tiktok.com/discover/jared-jaskot-attorney

Mentioned in the conversation:

10 Chatbot Design Principles I Live By As I Build The Best Immigration Law Chatbot: linkedin.com/pulse/10-chatbot-design-principles-i-live-build-best-law-jared-jaskot
Substantive Legal Software Quality: A Gathering Storm?: dl.acm.org/doi/abs/10.1145/3322640.3326706
Deep Learning Alone Isn't Getting Us To Human-Like AI: noemamag.com/deep-learning-alone-isn't-getting-us-to-human-like-ai/

Software, Cloud Services, and Apps mentioned in the conversation:

AWS: aws.amazon.com/
Heroku: heroku.com/
CM ECF: uscourts.gov/court-records/electronic-filing-cmecf
Mac Whisper: apps.apple.com/us/app/whisper-transcription

Hardware mentioned in the conversation:

Sony ZV-1 camera: sony.ca/en/compact-cameras/products/zv-1
Elgato capture card: elgato.com/hc/en-us/
Rode microphone: rode.com/en/microphones/studio-condenser/nt1
Shure SM7B Microphone: shure.com/en-US/products/microphones

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Dave is an IT specialist and seasoned podcaster renowned as the host of the "In Touch With iOS" podcast. Dave and I delve into the world of cloud computing. With over two decades of hands-on experience in IT, an unmatched proficiency in business technology, and a love of all things Apple, Dave brings his genuine expertise to enlighten and engage his audience. In this TSL.P Podcast episode, we talk about what cloud computing is and explore its foundational concepts, benefits, and potential concerns. Listeners of today's podcast will hopefully leave with an enriched understanding of the basics of cloud computing for lawyers and the intriguing dynamics shaping the social media sphere.

Join Dave and me as we discuss the following three questions and more!

What are the top three reasons professionals would want to use cloud computing?
What are the top three reasons a professional would not want to use cloud computing?
As we peer into the future, what are your top three predictions for using cloud computing by professionals?

In our conversation, we cover the following:

[00:29] Diving into Tech: From Microphones to iPhones, Dave's Tech Setup and Insights

[04:17] Demystifying Cloud Computing: From Remote Servers to Efficient Resource Management

[06:14] Exploring Cloud Computing Benefits and Concerns: Security, Redundancy, and Global Accessibility

[12:03] Assessing Considerations Against Cloud Computing: On-Premise Control, Service Management, and Data Security

[14:23] Enhancing Client Data Security: Information Security Plans, VPN Usage, and Two-Factor Authentication

[20:26] Peering into the Cloud Computing Future: Virtualization, Storage Evolution, and Industry Adaptation

[25:26] The Landscape of Evolving Social Media Platforms: Threads, Blue Sky, and Mastodon's Unique Path

RESOURCES:

Connect with Dave:

Mastodon: mastodon.cloud/@daveg65
Twitter: twitter.com/intouchwithios
Website: intouchwithios.com
YouTube: youtube.com/intouchwithios

Hardware mentioned in the conversation:

Drobo: drobo.com/
Rode PodMic: rode.com/en/microphones/broadcast/podmic
YubiKey: yubico.com/

Software & Cloud Services mentioned in the conversation:

1Password: 1password.com/
Amazon Web Services (AWS): aws.amazon.com/
Backblaze: backblaze.com/
Carbonite: carbonite.com/
Clio: clio.com/
Microsoft Azure: azure.microsoft.com/en-us
Rocket Matter: rocketmatter.com/
Smokeball: smokeball.com/

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Kristaps joined On the Map Marketing in 2015 as a project manager. Today, he stands at the helm as the Chief Executive. In this episode, Kris and I explore legal SEO, providing attorneys with three tech-driven steps to enhance their online performance. He demystifies ranking improvement, empowering legal professionals to leverage Google Business profiles for growth. Kristaps excels at turning setbacks into opportunities sharing strategies to manage negative reviews for positive outcomes. He emphasizes the value of specialized digital marketing tailored to legal niches, effectively navigating the evolving online landscape. Additionally, he imparts podcasting wisdom, offering advice on sound quality, conversation skills, and creating an engaging experience.

Join Kristaps and me as we discuss the following three questions and more!

What are the three tech steps an attorney can take to improve their firm's SEO performance?
What are three reasons a lawyer would want to hire a digital marketing firm focused on lawyers versus any other run-of-the-mill digital marketing firm?
As a podcast host, what are the top three tech tips to make a podcast sound and look great?

In our conversation, we cover the following:

[00:58] Unveiling Kristaps's Tech Ecosystem: From Macs to Mics and Beyond

[14:08] Boosting Legal SEO: Empowering Attorneys with Three Tech Steps for Firm Improvement

[16:28] Managing Negative Google Reviews: Turning Setbacks into Opportunities

[20:03] Legal SEO Strategy: Harnessing Geo Grid Rank Trackers for Improved Map Rankings

[25:50] Power of Niche Expertise: Why Lawyers Should Choose Specialized Digital Marketing Firms

[30:29] Unlocking Law Firm Marketing: Specialized Strategies for Success

[36:07] Podcasting Perfection: Top Tech Tips for Sound and Clarity

Resources:

Connect with Kristaps:

LinkedIn: linkedin.com/in/kbrencans/

Website: onthemap.com/law-firm-digital-marketing-agency/

Podcast: onthemap.com/lfotm/

Twitter: twitter.com/BrencansK

Hardware mentioned in the conversation:

Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone

MacBook Pro: apple.com/macbook-pro-14-and-16/

LG widescreen monitor: lg.com/us/ultrawide-monitors

Powerbeats Pro: beatsbydre.com/earbuds/powerbeats-pro

Software & Cloud Services mentioned in the conversation:

Track Right: trackright.com/

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If you are curious about the future of law, the ethical considerations of AI integration, and the insights of a seasoned legal mind, this is an episode you will not want to miss. Today, we uncover how lawyers navigate the fine line between leveraging AI for efficiency and upholding the ethical standards underpinning the legal profession. Also, we explore the innovative ways AI is being harnessed in legal research, contract analysis, and more, all while adhering to the ethical guidelines that ensure the integrity of legal Practice.

Join us as we dive deep into the world of Lawyers Ethically Using ChatGPT and AI in our enlightening conversation with Irwin Kramer, a lawyer who works in the fields of professional malpractice and disciplinary defense. As the managing partner of the esteemed litigation firm Kramer & Connolly, he has steered the ship in representing many clients ranging from Fortune 500 companies to global insurance carriers. With an impressive repertoire of trial and appellate experience spanning both state and federal courts, Irwin has garnered a profound understanding of the multifaceted legal landscape.

Irwin's influence extends far beyond his legal Practice. He is a dedicated educator who has imparted his knowledge at prestigious law schools, a prolific author who has enriched the field with his extensive publications, and the visionary behind The Legal Television Network—a platform aimed at improving public access to vital legal information.

Join Irwin and me as we discuss the following three questions and more!

What are the top three things an attorney can use chat GTP for in their work?
What are attorneys' top three ethical mistakes when using chat GTP and AI?
What are Irwin's top three favorite workflows when conducting legal tasks?

In our conversation, we cover the following:

[00:58] Tech Evolution in Legal Practice: From Legacy Systems to Seamless Connectivity

[05:50] Unleashing ChatGPT: Empowering Attorneys with AI for Enhanced Legal Practice

[16:24] Ethical Considerations in Embracing Legal AI: Balancing Tradition and Technological Advancements

[19:20] Ethical Pitfalls: Attorney Mistakes in the Realm of AI and Chat GPT

[21:21] Shifting Legal Horizons: Navigating Modern Legal Practice in an Evolving Landscape

Editor's Note: Sorry for getting tongue tied. For some reason, I had the GPT in ChatGPT reversed and kept saying "ChatGTP". Silly me! 🙃

Connect with Irwin:

LinkedIn: linkedin.com/in/irwinkramer/

Website: kramerslaw.com/

Attorney Grievances: attorneygrievances.com/attorney-profile/irwin-r-kramer

Baradmit.com: baradmit.com/blog/blogger/irwin-r-kramer

Mentioned in the episode:

A Chat With GPT: attorneygrievances.com/law-library/articles/artificial-intelligence-for-lawyers

Software & Cloud Services mentioned in the conversation:

Amicus Attorney: amicusattorney.com/

PC Law: PC Law

WordPerfect: WordPerfect

iPhone 13: iPhone 13

Dell Computers: Dell

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Title: #66 Finding the right computer keyboard for legal work. My conversation with LegalType's Daniela Semeco

In a world where words hold the power to shape destinies, where every keystroke can tilt the scales of justice, why settle for a generic keyboard? In today's episode, we are unraveling the enigma behind why legal practitioners deserve a keyboard that's as tailored to their craft as a bespoke suit.

Meet Daniela Semeco, the brilliant mind behind LegalType, where innovation and legal expertise converge. As the Founder and CEO of LegalType, Daniela has harnessed her entrepreneurial spirit and deep understanding of technology to revolutionize the way lawyers and legal professionals interact with their keyboards. With a profound passion for keyboards and a keen eye for detail, Daniela has ingeniously crafted the LegalType mechanical keyboard—a masterpiece tailored exclusively for the legal realm. This remarkable keyboard seamlessly blends functionality and aesthetics, boasting a mesmerizing design that complements the refined tastes of legal specialists.

Join Daniela and me as we discuss the following three questions and more!

What are the top three reasons an attorney needs a keyboard specifically designed for their area of work?
What are the top pieces of software and hardware attorneys can use to do the chore of typing easier?
With the ongoing technological advances, what are the top three pieces of technology that can be seen as possible replacements for typing keyboard interfaces?

In our conversation, we cover the following:

[01:00] Tech Ensemble: Navigating Daniela's Digital Symphony

[08:59] Efficiency Unleashed: The Lawyer's Keyboard Revolution

[13:30] Enhancing Legal Efficiency: Top Tools for Attorneys' Typing Needs

[18:21] Unlocking the Mechanics: A Deeper Look into the Daniela's Keyboard

[22:02] Future Horizons: The Evolution of Typing Interfaces and Beyond

Resources:

Connect with Daniela:

LinkedIn: linkedin.com/in/daniela-semeco

Website: getlegaltype.com/

Facebook: facebook.com/legaltype

Instagram: instagram.com/getlegaltype

LinkedIn: linkedin.com/showcase/legaltype/

LawNet: directory.lawnext.com/products/legaltype/

Demo video: youtube.com/watch?v=23FI1dKxoJY

ABA Tech Show Startup Alley Video: youtube.com/watch?v=ESvQ-i2HDc0&t=5s

Keyboard collection: youtube.com/watch?v=TAgesxcM31I&t=9s

A picture of Daniel's tech setup during a demo meeting over Zoom: instagram.com/p/CjBluKzPZft/

Hardware mentioned in the conversation:

Legaltype keyboards and keycaps: getlegaltype.com/collections/legaltype-keyboards-and-keycaps

Legal board: legalkeyboards.com/products/legalboard

Logitech Ergo K 860: logitech.com/en-us/products/keyboards/k860-split-ergonomic

Cherry MX Brown switches: cherrymx.de/en/cherry-mx/mx-original/mx-brown

Cherry MX Blue switches: cherrymx.de/en/cherry-mx/mx-original/mx-blue

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Bridget Mary McCormack

In today's episode, we embark on an enlightening conversation with Bridget Mary McCormack, exploring the transformative potential of technology in the courtroom, its impact on underserved communities, and the lessons attorneys can learn to better serve their clients. Bridget Mary McCormack led the court in embracing technology and its transformative potential during her tenure as Chief Justice of the Michigan Supreme Court. Get ready for a thought-provoking episode filled with insights and inspiration.

Bridget is now the President and CEO of the American Arbitration Association International Centre for Dispute Resolution. With a remarkable career in the legal field, Bridget has been at the forefront of championing innovation and technology to improve access to justice. As a New York University Law School graduate, she began her legal career in New York City before joining the faculty at Yale Law School and later the University of Michigan Law School. Her dedication to the legal profession is evident through her various appointments and roles, including serving on The American Law Institute, the National Commission on Forensic Science, and the Michigan Judicial Council. Moreover, Bridget's work extends beyond the courtroom, as she actively contributes to legal education and publication efforts. As an Editor of the American Bar Association's prestigious Litigation Journal, she continues to shape and influence the legal landscape.

Join Bridget and me as we discuss the following three questions and more!

What are the three biggest takeaways the courts have learned from technology during COVID?
What are three ways technology has helped the underserved?
Bonus Question! What are three things that lawyers can learn about serving underserved population segments in addition to their existing clientele?
What are the three most common mistakes attorneys and the public make with using technology in the courtroom?

In our conversation, we cover:

[00:54] Tech Setup on the Go: A Window into Bridget's Digital Arsenal

[12:40] Revolutionizing the Courts: Unveiling the Transformative Power of Technology

[16:19] The Unforeseen Benefits: Witness Comfort and Safety in Virtual Hearings

[20:12] Transforming Access to Justice: Empowering the Underserved through Technology

[21:42] Empowering Change: Equipping Attorneys to Serve the Underserved

[22:36] Democratizing Legal Solutions: Embracing DIY Platforms in Access to Justice Solutions

[23:19] Unleashing the Potential: Three Tools for a Transformed Legal Landscape

[27:27] Navigating the Technological Terrain: Common Mistakes in the Courtroom

Resources:

Connect with Bridget:

LinkedIn: linkedin.com/in/bridget-mary-mccormack-26700b30/

Email: mccormackb@adr.org

Hardware mentioned in the conversation:

Lenovo ThinkPad: lenovo.com/lk/en/laptops/thinkpad/c/THINKPAD

Logitech 4K webcam: logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html

Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone

Shure MV7 microphone: shure.com/en-US/products/microphones/mv7?variant=MV7-K

Bose Aviation Headsets: bose.com/en_us/products/headphones/aviation_headsets.html

Software and Apps mentioned in the conversation:

Overcast: overcast.fm/

Hello Divorce: hellodivorce.com/

To “MacGyver something” according to ChatGTP 4: a common slang term, derived from the title character of a popular American TV series called "MacGyver," which originally aired in the 1980s and was later rebooted.

In the show, Angus MacGyver, portrayed by Richard Dean Anderson, was a resourceful and clever secret agent known for his ability to solve complex problems and escape dangerous situations using unconventional and makeshift solutions. He would often utilize everyday objects and his scientific knowledge to create devices or tools on the spot, allowing him to overcome obstacles in creative ways.

Therefore, when someone says they're going to "MacGyver" something, it means they are going to find a clever and inventive way to solve a problem using whatever materials or resources are available to them. It's a term that highlights ingenuity and resourcefulness in finding practical solutions to challenges.

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Podcasting provides lawyers a unique platform to share valuable insights, showcase expertise, and connect with their audience on a deeper level. By understanding the reasons behind podcasting, acquiring the necessary hardware and software tools, and implementing effective marketing strategies, lawyers can unlock the immense potential of this medium to enhance their professional standing, build relationships, and establish themselves as influential voices in their respective legal fields. So, let's dive into these fascinating aspects of lawyer-hosted podcasts and uncover the exciting possibilities that await those ready to embrace this innovative communication channel.

In today's episode, we are thrilled to have former attorney, Robert Ingalls. Robert is a recovering attorney, professional speaker, and the founder of LawPods, a pioneering law firm podcast production agency. With a passion for podcasts, he embarked on a new venture: assisting lawyers in launching their own podcasts. This led him to establish LawPods, one of the pioneering podcast production agencies exclusively serving law firms. Robert's journey from attorney to podcast producer exemplifies the transformative power of pursuing one's passions and embracing new opportunities. Through LawPods, he continues to significantly impact the legal industry, enabling law firms to harness the power of podcasting as a tool for growth and connection.

Join Robert and me as we talk about the following three questions and more!

What are the three reasons a lawyer should be doing a podcast?
What are the three critical pieces of hardware or software a lawyer should use when doing their podcasts?
What are the three best ways to market a lawyer-hosted podcast?

In our conversation, we cover:

[01:07] A Tech Enthusiast's Setup: Exploring Microphones, Headphones, and More

[10:26] Navigating iPhone Upgrades: Journey from iPhone 11 to iPhone 13 Pro

[15:57] The Power of Podcasting for Lawyers: Building Exposure, Establishing Expertise, and Creating Content

[24:11] Unleashing the Power of Podcasting: From Content Creation to Networking Opportunities

[36:26] Essential Hardware and Software for Lawyers' Podcasting: Microphones, Headphones, and Recording Tools

[48:19] Effective Strategies for Marketing a Lawyer-Hosted Podcast: Amplifying Reach and Engagement

Resources:

Connect with Robert:

LinkedIn: linkedin.com/in/robertingalls/

Website: lawpods.com/

Facebook: facebook.com/Lawpods/

Software and Apps mentioned in the conversation:

· Riverside (recording software) : riverside.fm/tools/recording-software

Hardware mentioned in the conversation:

· Microphones:

· Samsung Q2U: samsontech.com/products/microphones/usb-microphones/q2u/

· ATR 2100x: audio-technica.com/en-eu/atr2100x-usb

· Shure MV7: shure.com/en-US/products/microphones/mv7

· Blue Yeti: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone.html

· Heil PR 40: heilsound.com/product/pr-40/

· Rode shotgun: rode.com/en/microphones/shotgun

· Heil shock mount (microphone accessory): heilsound.com/product/sm-1/

· Heil PL-2T (microphone arm): heilsound.com/product/pl2t/

· Rodecaster Pro (podcasting machine): rode.com/en/interfaces-and-mixers/rodecaster-series/rodecaster-pro

· Sony MDR 7506 (headphones): pro.sony/en_LK/products/headphones/mdr-7506

· Fujitsu ScanSnap scanner: fujitsu.com/us/products/computing/peripheral/scanners/scansnap/ix1500/

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Join Jordan Ostroff and me as we discuss growing law firms through technology, automation, and the cloud. Jordan, a Florida Personal Injury Attorney, embarked on a mission to redefine legal practice. He was passionate about leveraging cutting-edge legal technology and systems and aimed to create a client-focused firm that stood out. 2015 Jordan Law was born, initially operating from a small office with Jordan as the sole practitioner. Today, it has flourished into a thriving multi-attorney firm housed in its building and serving clients across Central Florida. Join Jordan and me as we discuss the following three questions and more! 1. What are the top three ways attorneys should use AI to enhance their law practice? 2. What are the top three things attorneys should not expect AI to do today? 3. What are the top three legal ethics concerns attorneys should be wary of when using AI in law practice? Enjoy and Happy Lawyering!

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Text Expander is a powerful tool allowing users to create and utilize shortcuts or snippets for commonly used text, phrases, and complex scripts. By assigning a simple keyword or abbreviation to these snippets, Text Expander enables you to expand them into full-length text, saving you valuable time and effort.

Jeff Gamet, a former TextExpander evangelist, technology blogger, podcaster, author, and public speaker, joins us today to discuss the benefits of using TextExpander and learning its basic shortcuts. Currently, he writes and hosts webinars for several companies. Previously, Jeff was The Mac Observer's Managing Editor and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, Macstock, RSA Conference, several WordCamp events, and many other conferences. You can find him on several podcasts, such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, In Touch with iOS, and more.

Join Jeff and me as we cover the following three questions and more!

What is Text Expander? What are the top three favorite text expander snippets?
What are the top three favorite unusual snippets that people might not expect a program like TextExpander to do?
What are the three top favorite Windows-based shortcuts?

In our conversation, we cover the following:

[01:15] Tech Setup: Jeff's Current Tech Setup

[06:01] Understanding DACs: Jeff outlines what a DAC is and how it improves the audio quality?

[11:51] Widescreen vs. Multiple Monitors: Utility Comparison

[17:16] TextEpander: Explaining about TextExpander, Jeff mentions his top three favorite text expander snippets.

[20:12] Snippets: All about Snippets! and a Bonus - A snippet that generates a script!

[29:21] Unexpected TextExpander Snippets: Jeff shares his top three favorite strange snippets that people might not expect TextExpander to perform.

[38:46] Windows Shortcuts: Jeff's three favorite Windows-based shortcuts.

[42:54] Connect with Jeff: Discover Jeff's Shows and Connect on Social Media.

Resources:

Connect with Jeff:

LinkedIn: linkedin.com/in/jeffgamet/

Mastodon.social: mastodon.social/@jgamet

Instagram: instagram.com/jgamet/?hl=en

Jeff's Shows -

Macro Voices Live: macrovoices.com/
MacVoices Video with Chuck Joiner: podcasts.apple.com/tr/podcast/macvoices-video/id301371933
In Touch with iOS (with Dave Ginsburg): intouchwithios.com/
The Big Show (general technology show): britishtechnetwork.com/category/big
The Mac Show (focused on the Apple ecosystem): britishtechnetwork.com/category/mac
The Context Machine (with Grant Chaffin): contextmachine.io/
Mac OS Ken: macosken.com/

Software & Hardware Mentioned in the episode:

TextExpander Website: textexpander.com/

TextExpander public snippets page: snippets.textexpander.com/

Equipment Mentioned in the Podcast

2023 M2 Pro 14-inch MacBook Pro: apple.com/macbook-pro-14-and-16/

HP Z34c 34-inch curved display: hp.com/us-en/shop/pdp/hp-z34c-g3-wqhd-curved-display Rode Podcaster mic https://rode.com/en-us/microphones/usb/podcaster

Blue Compass boom arm: logitechg.com/en-us/products/streaming-gear/compass-boom- microphone-arm.989-000517.html

Logitech C920 camera (Sorry, this model was discontinued)

Audio Engine A5+ speakers https://audioengine.com/shop/wireIessspeakers/a5-plus-classic-speakers/ Schiit modi 3+ DAC (new model): schiit.com/products/modi-plus

Keychron C2 keyboard: keychron.com/products/keychron-c2-wired-mechanical-keyboard

Elgato Stream Deck:elgato.com/en/stream-deck-mk2

Dazzne LCD studio lights: amazon.com/gp/product/B07T593JR5

Kensington Orbit trackball: kensington.com/p/products/ergonomic-desk- accessories/ergonomic-input-devices/orbit-optical-trackball-3/

Dazzne 2Pack LED Video Light with Desk Clamp Stand Lighting Kit with Wireless Remote,15.4" LED Panel 3000K-8000K 45W 3600LM Dimmable Brightness Soft Light for YouTube,Photography,Streaming,Recording

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Whether you're a lawyer looking to start a podcast or just interested in the legal side of podcasting, this is an episode you won't want to miss. In this episode of The Tech-Savvy Lawyer.Page Podcast, we sit down with Gordon P. Firemark, The Podcast Lawyer™, to discuss the top three reasons lawyers should start a podcast, the legal issues they need to consider, and his favorite pieces of technology for podcast recording. As a pioneer in the field of legal podcasting, Gordon brings a wealth of experience and knowledge to the table. So Let's dive in!

Gordon P. Firemark, also known as The Podcast Lawyer™, is an attorney specializing in podcasting and new media. With over 25 years of experience in entertainment law, he provides legal counsel to podcasters, vloggers, and other online content creators on a wide range of issues, including copyright, trademark, and privacy concerns. Firemark is also a podcaster, hosting the "Entertainment Law Update" podcast, which provides a monthly summary of legal news affecting the entertainment industry. He is considered a leading expert in podcasting and is frequently invited to speak at industry events and conferences.

Join Gordon and me as we talk about the following three questions and more!

What are the top three reasons a lawyer would want to start a podcast?
What are the top three legal issues lawyers should consider when podcasting?
What are your top three favorite pieces of technology, whether hardware or software, that you use to make your podcast recordings?

Resources:

Connect with Gordon:

LinkedIn: linkedin.com/in/gfiremark/

Website: Law Firm: firemark.com/

Website: gordonfiremark.com/

Podcast: Entertainment Law Update: entertainmentlawupdate.com/

Youtube: youtube.com/@gfiremark

Mentioned in the Podcast:

Podcast Guest Release: gordonfiremark.com/PodcastRelease

Equipment Mentioned in the Podcast:

Mac computer: apple.com/imac-24/

Mac Mini with the M1 chip: apple.com/shop/buy-mac/mac-mini

MacBook Pro: apple.com/macbook-pro/

MacBook Pro (2017 model): support.apple.com

Shure MV7 microphone: shure.com/en-US/products/microphones/mv7

Blue Yeti microphone: bluemic.com/en-us/products/yeti/

Rodecaster Pro mixer: rode.com/en/interfaces-and-mixers/rodecaster-series/rodecaster-pro

Sound pads: sonicacoustics.com/collections/soundproof-foam

Audio Technica ATR 2100: audio-technica.com/en-us/atr2100-usb

LG dual monitors: lg.com/uk/monitors

Logitech BRIO webcam (4k model): logitech.com/en-us/products/webcams/brio-4k

Canon M 50 mirrorless digital SLR camera: canon.co.uk/cameras/eos-m50

Source Audio headphones: point-sourceaudio.com

Apple AirPods Max: apple.com/airpods-max

Elgato key lights: elgato.com/en/key-light

LED strips: made-in-china.com/cs/hot-china-products/Strip_Led_Light

Octagonal/hexagonal felt panels for soundproofing: alibaba.com/product-detail/48-Colors-Soundproof-Foam-Espuma-Acoustic

Felt desk mat: grovemade.com/product/wool-felt-desk-pad

Flexi spot sit-stand desk: flexispot.co.uk/

iPhone 13 Pro: apple.com/si/iphone-13-pro/

projector: benq.com/en-us/projector

Software and Services Mentioned in the Podcast:

Skype: skype.com/en

Zoom: zoom.us

Cam live: play.google.com/store/apps/details

Riverside.fm: riverside.fm

Logitech BRIO software: support.logi.com/hc/en-gb/articles/8076787990295-Download-Brio-500

Teleprompter: teleprompter.com

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Technology advancements have drastically transformed how we live, communicate, and conduct business globally. The legal profession is no exception, and lawyers have become increasingly interested in utilizing technology to improve their services. In light of this, we are delighted to welcome Kenton Brice, Interim Director of the Law Library and Director of Technology Innovation at the University of Oklahoma College of Law, to today's podcast. In our discussion, he shares his insights on leveraging technology to streamline the legal workflow and enhance efficiency. Kenton's experience will be a valuable guide for all the attorneys embracing technology to succeed in their legal careers.

In his roles, Kenton leads the Law Library, the OU Law Center for Technology & Innovation in Practice, and the College's Digital Initiative. He teaches courses and workshops on legal research, technology in practice, and innovation at the College and speaks at multiple conferences. Through his efforts, OU Law is the first and only law school in North America to receive the Apple Distinguished School award and has been listed as a Top 20 Most Innovative Law School multiple times. Kenton is a 2018 inductee into the Fastcase 50 and is a Lean Six Sigma Green Belt. Before his current role, Kenton practiced with a small firm in the Dallas/Ft. Worth Metroplex, where he received honors as the Texas Appellate Lawyer of the Week and was inducted into the Texas Bar Pro Bono College.

Join Kenton and me as we talk about the following three questions and more!

Three Main questions

What are the top three reasons attorneys should attend the ABA TECHSHOW?
What are the top three things law students and new attorneys should know when using technology?
What are the top three tech devices or software new attorneys should purchase for their practice beyond a computer, a phone, and a printer?

In our conversation, we cover the following and much more:

[00:05] Tech Setup - Kenton's current tech setup.

[08:39] ABA Tech Show - Kenton highlights the wide range of legal technologies available in the show, emphasizing the importance of the community and the technology. He further stresses the value of in-person networking and the opportunity to connect with people from all sectors of the legal ecosystem.

[13:40] Tech Tips for Law Students and New Lawyers - Top three things law students and new attorneys should know when using technology.

[19:20] Software for New Attorneys - We delve deeper into client portals, electronic payments, and CRM (Customer Relationship Management) systems while discussing software that new attorneys should get for their practices.

[29:36] Business Mindset - Importance of understanding ROI when investing in technology.

[34:23] More on Mindset - Don't be afraid to adapt. Maintain a flexible and adaptable mindset. Fail often, fail fast.

[37:59] Devices and Tools - Other than the basics (a computer, phone, and printer), what other technological equipment should a new lawyer invest in for themselves?

RESOURCES

Connect with Kenton:

E-mail: kbrice@ou.edu

LinkedIn: linkedin.com/in/kentonbrice

ABA Tech Show: techshow.com/

Equipment mentioned in the podcast:

Apple AirPods Pro: apple.com/airpods-pro/

Audio Technica ATH-M50X headphones: audio-technica.com/en-eu/ath-m50x

Bose noise-canceling headphones: bose.com/en_us/products/headphones/noise_cancelling_headphones.html

CalDigit TS hub: caldigit.com/ts3-plus/

27-inch Dell monitor: dell.com/en-in/shop/dell-27-monitor-se2722h/apd/210-azhl/monitors-monitor-accessories

iPhone 14 Pro: apple.com/iphone-14-pro/

iPhone: apple.com/iphone/

Logitech C920 webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam.960-001055.html

Mac XDR: apple.com/shop/product/HMUA2VC/A/lg-ultrafine-4k-display

MacBook Pro: apple.com/macbook-pro-14-and-16/

Magic Touchpad: apple.com/shop/product/MK2D3AM/A/magic-trackpad-white-multi-touch-surface

Mechanical keyboard (wireless, Mac-compatible) from Logitech: logitech.com/en-us/products/keyboards/mx-mechanical-mini-mac.920-010831.html

Mechanical keyboard (wireless) from Logitech: logitech.com/en-us/products/keyboards/mx-mechanical.html

MOBDIK Paperfeel Screen Protector: amazon.com/gp/product/B07WHNJ9H8/

Plexicam: https://www.plexicam.com 34-inch Samsung monitor (single screen): samsung.com/latin_en/monitors/ultra-wide/premium-curved-monitor-with-greater-viewing-comfort-perfect-multi-tasking-34-inch-lc34f791wqlxzp/

SanDisk 128GB USB Drive Ultra Dual Drive Luxe Type-C: amazon.com/SanDisk-128GB-Ultra-Dual-Type-C/dp/B09PQJWMHJ/

Shure SM7B microphones for recording: shure.com/en-US/products/microphones/sm7b?variant=SM7B

Yeti Blue microphone (upgrading to a Shure SM7B): bluemic.com/en-us/products/yeti/

Software & cloud services or apps mentioned in the podcast:

Camo app: reincubate.com/camo/

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It’s essential to stand up and take necessary actions against harassment in the workplace. Employees have the right to feel safe and positive, both mentally and physically, where they work. This can be especially harrowing when the harassment takes place in a judge's chambers. This week’s episode of the Tech Savvy Lawyer podcast features Aliza Shatzman, president and founder of the Legal Accountability Project. She joined us today to talk about using technology to hold federal judges accountable for their behavior toward their clerks.

Aliza is an attorney and an advocate based in Washington, DC, who writes and speaks about judicial accountability. In March 2022, Aliza submitted written testimony for a House Judiciary Subcommittee hearingabout the lack of workplace protections for judiciary employees, detailing her personal experience with harassment and retaliation by a former DC Superior Court judge. This led Aliza to create The Legal Accountability Project. As President of The Legal Accountability Project, Aliza's mission is to ensure that law clerks have positive clerkship experiences while extending support and resources to those who do not. Through data collection, analysis, programming, and partnerships with law schools and other stakeholders, Aliza is quantifying the scope of harassment, discrimination, and diversity issues in the courts, and using the results to craft effective solutions.

Join Aliza and me as we discuss the following three questions and more!

What programs are you using to collect, manage, and utilize all this information and how do you use computer engineers to assist you?
How did you find the appropriate engineers to assist you? And why did you not create the database for LAP yourself?
What are three ways you're being mindful of the customer when using technology? So it doesn't seem that to the user that it's just a soulless process?

In our conversation, we cover:

[00.09] Tech setup – Starting the conversation, we dive into a quick look at Aliza’s current tech setup and her background.

[06.47] Whitelisting system – Aliza explains the whitelisting system and how it operates in the legal accountability project.

[08.47] Lack of reporting—Aliza explains why attorneys are reluctant to report any type of mistreatment in the clerkship.

[13.03] A safe space – Aliza explains how they are maintaining transparency in their program and the outcomes of it.

[18.06] Security: Aliza demonstrates how they protect data from breaches and their data privacy policy.

[25.51] Vetting process – Aliza shares the vetting process to get her engineers and the importance of them understanding the project and being responsive.

[30.00] Aliza’s experience – At the end of our discussion, Aliza shares her experience with harassment and gender discrimination when she was a law clerk and how she empowers the new generation to speak publicly.

Resources

Connect with Aliza

LinkedIn - linkedin.com/in/aliza-shatzman-58b55223/

Website - legalaccountabilityproject.org/

Twitter - twitter.com/AlizaShatzman

Equipment Mentioned in the Podcast

● MacBook Air - apple.com/macbook-air/

● iPhone xs - gsmarena.com/apple_iphone_xs-9318.php

● iPod –

● Webcam - elgato.com/en/facecam

logitech.com/en-us/products/webcams.html

● Microphone - bluemic.com/en-us/products/yeti/

Software & Services Mentioned in the Podcast

● AWS cloud storage - aws.amazon.com/products/storage/

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The constant emergence of new companies and technologies makes rapid growth in the legal technology sector. Artificial Intelligence-powered technologies play a vital role in that regard. This week's Tech Savvy Lawyer podcast episode features Nicole Clark, the CEO of Trellis.Law.

Nicole is the co-founder of Trellis. Nicole specialized in business litigation and labor and employment matters, representing multinational corporations in high-profile trade secret disputes and complex class-action cases. Nicole's idea for Trellis was born late one night as she was trying to write a complicated motion for summary judgment. She didn't know much about the judge assigned to the case, leaving her unsure of how to structure the document. That's when a colleague let her browse through his old case files. While doing so, she stumbled upon a past ruling by her judge, on her issue. Nichole felt like she had a detailed study guide for a final exam. She won her motion for summary judgment, and everything changed.

It quickly became obvious to Nicole that there was a massive opportunity to build a thriving, scalable legal analytics platform, one that would help democratize access to state trial court data. And she wanted to be the one to build it. Thus, the creation of Trellis.

Join Nicole and me as we talk about the following three questions and more!

Aside from Trellis, what are three AI programs attorneys should be using in their work today and why?
What are three things, Trellis does better due to its use of AI than its competition?
What are three things about AI you think attorneys should be keeping an eye out for in the future?

In our conversation, we cover the following:

[00.09] Tech setup – Starting the conversation, Nicole shares her current tech setup with us.

[09.10] AIs – Nicole shares three major areas in which attorneys should use AI tools and the reasons behind using them.

[15.29] Trellis – Nicole shares three things that they do better at Trellis than the other AI competitors out there.

[21.22] Federal courts – Nicole mentions structured data as a way of getting information when it comes to federal courts.

[23.39] The future – Collecting data, ethics, and data analytics are the three areas attorneys need to keep an eye out for in the future of AI.

[27.53] Content creation – Wrapping up the conversation, Nicole shares her idea on AI-generated content creation and its benefits for both lawyers and clients.

Resources:

Connect with Nicole

LinkedIn - linkedin.com/in/nicole-a-clark/

linkedin.com/company/trellis-law

Website - trellis.law/

Twitter - twitter.com/trellis_law

Facebook - facebook.com/trellis.law/

Instagram - instagram.com/trellis.law/

YouTube - youtube.com/channel/UCwfgGH-yMFmf3tW5M7UukIg

Equipment Mentioned in the Podcast

MacBook Pro - apple.com/macbook-pro/
LG dual screen - lg.com/us/monitors
Apple XDR - apple.com/pro-display-xdr/
Mac mice/keyboards - apple.com/shop/mac/accessories/mice-keyboards

Software & Services Mentioned in the Podcast

DISCO - csdisco.com/
KARA software - karasoftware.com/

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Having a proper communication system is vital for any organization, including law firms of any size. It takes a little effort to build an appropriate communication system, but once it is done, it will make things so much easier, especially when you work in a law firm. This week's Tech Savvy Lawyer podcast episode features Kristin Tyler, Co-Founder & Chief Brand Officer at LAWCLERK.LEGAL.

Kristin Tyler is the Co-Founder of LAWCLERK and leads the marketing and business development efforts, with a focus on helping busy attorneys with outside help. She has seen how LAWCLERK can help attorneys be more productive and profitable. Kristin is committed to demonstrating that being a lawyer doesn't have to mean working insane hours and missing out on time doing the things you enjoy with the people you love.

Kristin has been practicing law for more than 10 years and has built a robust estate planning and probate practice. She is known for her work ethic, her integrity, and her ability to connect with people. As a partner of a mid-size law firm in fabulous Las Vegas, she understands the challenges that her fellow attorneys face in today's fast-paced, rapidly evolving legal industry. She has been recognized as a Super Lawyer by the Mountain States Super Lawyers Magazine since 2014. She is active with several local community organizations, including the JDRF of Southern Nevada Board, and is dedicated to providing pro bono service.

Join Kristin and me as we discuss the following three questions and more!

What are three pieces of software attorneys can use to communicate with each other better?
What are your three favorite pieces of software-hardware you suggest to ensure secure communications between attorneys and their law clerks?
What are the three areas of technology LAWCLERK doc legal suggests attorneys be mindful of their practice?

In our conversation, we cover:

[00.48] Tech setup – Kristin shares her current tech setup and why she keeps it simple.

[10.57] Communication – Kristin shares some software and advice that attorneys can use to communicate better with each other.

[14.17] Favorite automation – Kristin shares her favorite automation on Slack.

[17.21] Communication overload – Kristin encourages attorneys to use software tools to manage communication.

[22.09] Securing communication – Kristin shares what software or hardware attorneys can use to ensure their data is secured.

[23.56] LAWCLERK.LEGAL – Kristin dives into the services they offer for attorneys in LAWCLERK.LEGAL.

[28.28] Cyber insurance - Cyber insurance is a type of insurance created to help organizations protect themselves from the potentially catastrophic impacts of cybercrimes like malware, ransomware, or other techniques for infiltrating networks and stealing sensitive data.

[32.29] LAWCLERK suggestions - Kristin shares what tech areas attorneys must be mindful of when they practice.

[42.02] Sharing technology - Kristin encourages people to share the technologies they use to communicate better with others.

Resources

Connect with Kristin

LinkedIn - linkedin.com/in/kristin-tyler-49755713/

Website - lawclerk.legal/

gtg.legal/

Equipment Mentioned in the Podcast:

Lenovo Yoga Laptop - lenovo.com/lk/en/yoga/products
FUJITSU Image Scanner –

fujitsu.com/us/products/computing/peripheral/scanners/soho/

Printer - brother.com.lk/en/products/all-printers
iPhone - apple.com/ng/iphone/
Anker power bank - anker.com/collections/power-banks
Apple AirPods - apple.com/airpods/
iPad - apple.com/ipad/

Software & Services Mentioned in the Podcast:

Apple News - macrumors.com/
Slack - slack.com/
Huddle - huddle.tech/
AXEL - axel.org/

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It can be challenging for people with limited means to find attorneys willing to take them on as clients. Courtroom5 provides this group with Do-It-Yourself online help in some areas of law. This online service assists people in representing themselves in court. This week's Tech Savvy Lawyer podcast episode features Sonja Ebron, CEO of Courtroom5.

Sonja is a Ph.D. electoral engineer and former college professor with a background in utilities and artificial intelligence. She has represented herself in court numerous times. As CEO at Courtroom5, Sonja has made it her personal mission to empower people to represent themselves effectively in court. She serves on the board of Responsive Law, a national advocacy organization focused on the rights of legal consumers, and on the Leaders Council of the Legal Services Corporation, the nation's primary funding source for legal aid programs. She is a founding member of the Justice Technology Association, a trade organization for direct-to-consumer legal tech companies and nonprofits.

Join Sonja and me as we discuss the following three questions and more!

What are three areas of technology attorneys should be looking at when it comes to assisting those with lesser means?
What are three things attorneys can learn from platforms like courtroom five to help serve those with lesser means?
What are your top three concerns regarding courtroom five, raising UPL scrutiny?

In our conversation, we cover:

[00.56] Tech setup – Starting the conversation, Sonja dives into her current tech setup and on what specific occasions she uses her tech tools.

[13.52] Typing and writing – Sonja shares how writing makes a difference in a person.

[16.06] Lesser means – Sonja shares some areas of technology where attorneys have to assist with lesser means.

[22.55] Access to the internet – Michael and Sonja discuss how difficult it is to work with a client who has no way of using technology.

[25.28] Courtroom5 – Sonja shares how the lawyers she works with try to educate clients that they can't serve otherwise.

[28.18] Top three concerns – Sonja shares their top concerns in courtroom5 regarding raising UPL.

[37.50] Legal services – Courtroom5 is not a law firm. It does not provide any legal advice. Sonja explains what courtroom5 does to help their clients to understand the required work.

Resources:

Connect with Lindsey:

LinkedIn - linkedin.com/in/sonjaebron/

Website - courtroom5.com/

Twitter - twitter.com/Courtroom5Legal

Equipment Mentioned in the Podcast

MacBook Air - apple.com/macbook-air/
Mojo headphones - mojoburst.com/shop
Sony headphones - electronics.sony.com/audio/headphones/c/headband
Ring light - lumecube.com/collections/content-creators
Microphone - bluemic.com/en-us/products/yeti/
iPad - apple.com/ipad/
iHome speaker - ihomeaudiointl.com/products/#/
TNT wifi - tntph.com/
HP laser printer - hp.com/us-en/shop/vwa/printers/prnttyp=Laser
Brother printers - brother.com.lk/en/products/all-printers/printers
M1 chip - apple.com/macbook-air-m1/
Apple pencil - apple.com/apple-pencil/
Notebooks - getrocketbook.com/

Software & Services Mentioned in the Podcast

PandaDoc - pandadoc.com/
DocuSign - docusign.com/
HelloDivorce - hellodivorce.com/
Courtroom5 - courtroom5.com/

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Recent advancements related to artificial intelligence have presented us with a plethora of tools we can use to optimize our workflows in many ways. In this week's episode, we dive into some of the AI-based technologies that lawyers can utilize for their legal research. Joining us today is Damien Riehl, VP of Litigation Workflow and Analytics Content at Fastcase. Damien is a technology lawyer who advises clients on tech, litigated tech issues, remediated cybersecurity issues, and developed software. He is also a musician. After working for state and federal judges and litigating for 15 years, Damien's work at Fastcase includes parsing and extracting valuable data from 700 million legal documents, interacting with AI-backed technologies to improve legal workflows and power legal data analytics, and providing substantive insights.

Join Damien and me as we discuss the following three questions and more!

What are your three favorite tech tools that help make your workflows sing?
What are three ways Fastcase uses technology, for example, integration research, etc., uniquely or better than its competitors?
What three tech tools do you feel attorneys underutilize in their research and writing?

In our conversation, we cover,

[00.45] Tech setup – Damien shares his current technological setup and how he uses them.

[04.33] Surface laptop – Damien dives into what he loves about surface laptops.

[12.52] Favorite tools – Damien shares his three favorite tech tools, how he uses them, and why those are his favorite.

[18.39] Security concerns – Damien explains why he doesn't have security concerns with chrome and google.

[20.04] Cybersecurity – Strong password, keeping a password manager, use two-factor authentication are the three things that attorneys need to be aware of when it comes to cybersecurity, says Damien.

[21.58] Password managers – Damien dives into the importance of password managers and what software he uses for password managers.

[25.07] Fastcase – A legal research software company based in Washington. Damien dives into three ways Fastcase uses technology.

[35.20] Research & writing – Damien shares three tech tools that attorneys underutilize in their research and writing.

RESOURCES:

Connect with Damien:

LinkedIn - linkedin.com/in/damienriehl/

Twitter - twitter.com/damienriehl

YouTube - youtube.com/channel/UCGzvlbnpXo4E_H62eIGR7Tw

TED - ted.com/speakers/damien_riehl

Equipment Mentioned in the Podcast:

Surface laptop – https://www.microsoft.com/en-us/surface
iPhone 7 - support.apple.com/kb/SP743?locale=en_US
Mackie microphones - mackie.com/en/products/microphones
In-Ear Monitor - shure.com/en-US/products/in-ear-monitoring
Microsoft keyboard – microsoft.com/en-us/store/collections/keyboards
Logitech mice - logitech.com/en-us/products/mice.html
Monochrome printer – brother-usa.com/black-and-white-printers#sort=relevancy

Software & Services Mentioned in the Podcast:

Calendly - calendly.com/
Clio - clio.com/
Rocket matter - rocketmatter.com/
Zapier - zapier.com/
Trello - trello.com/home
Chrome browser - google.com/chrome/
Text blaze - blaze.today/
TextExpander - textexpander.com/
Outlook - outlook.live.com/owa/
LastPass - lastpass.com/
1Password - 1password.com/
Fastcase - fastcase.com/
Slack - slack.com/

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Utilizing Artificial Intelligence to Discover Responses Detail-oriented focus is a limited resource. So, when you automate the fundamental aspects of your legal writing, you can focus on the essential elements of your brief. In addition, empowering your support staff/associates to draft documents following your guidelines ensures that your feedback focuses on the most critical aspects of their work, as opposed to consistency, spelling, and formatting errors. In this episode of TSL.P Podcast, Nathan Walter joins us to discuss using artificial intelligence to discover responses.

Nathan Walter is the CEO and co-founder of Briefpoint, a company building an AI platform to facilitate end-to-end litigation automation. After graduating from UCLA Law, Nathan practiced litigation for five years and currently works with Stanford's Center for Legal Informatics' Machine Generated Legal Documents project lead in surfacing novel applications for AI-backed litigation automation

Join Nathan and me as we discuss the following three questions and more!

What are three tech tools to help attorneys with their day-to-day work.
What are three ways Briefpoint can assist attorneys in their work.
What are three ways technology is heading that attorneys need to keep an eye on.

In our conversation, we cover the following:

[00:22] Tech Setup: Nathan describes his current tech setup and how he optimizes their use.

[17:45] Three tech tools: Three tech tools that aid attorneys in their daily work: Client Intake Processes, Contract Lifecycle Management Tools, and Grammarly.

[27:15] Briefpoint – Nathan explains in depth what services Briefpoint offers its customers.

[32:39] Tech Trends – Nathan discusses the technology trends that attorneys should be aware of and their legal applications.

[41:08] More on Briefpoint – Nathan elaborates more on Briefpoint, mentioning a number of user-related concerns.

SHOW NOTES:

Connect with Nathan:

LinkedIn: linkedin.com/in/nathanwalter/

Website: briefpoint.ai/

Equipment Mentioned in the Podcast:

Hyperx quadcast condenser mic: row.hyperx.com/products/hyperx-quadcast-usb-microphone
Salesloft: salesloft.com/
MixMax: mixmax.com/
Discord: discord.com/
Playstation 5; Overwatch 2: store.playstation.com/en-us/concept/216627
MacPro Laptop: apple.com/shop/buy-mac/macbook-pro
Lenovo Carbon Model: lenovo.com/
iPhone 11: apple.com/by/iphone-11/specs/
iPad: apple.com/ipad/
Mechanical keyboard: mechanicalkeyboards.com/
Das Keyboard: daskeyboard.com/
Gideon : gideonlegal.com/

Software & Services Mentioned in the Podcast:

Google Voice: voice.google.com/

Grammarly: grammarly.com/

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Using social media could be fun. But sometimes, a simple mistake could cause you a whole career. Knowing how to behave on social media is essential to anyone, but it holds vital importance for lawyers. This week, we are joined by Claude Ducloux to talk about ethical Pitfalls Lawyers Should Avoid On Social Media.

Claude is an Attorney at Law, National Speaker on Legal Ethics, Litigation, and Law Office Management, and is Board-certified by the Texas Board of Legal Specialization in Civil Trial Law and Civil Appellate Law. He has 44 years of experience as an attorney and previously served as the president of the Austin bar association. His practice includes writing, teaching, lecturing, and representing clients on professionalism and legal ethics. He has written over 100 articles about conflict of interest, grievance prosecution, defense, and office management. He has earned professional honors such as the distinguished lawyer award, Luke souls award, and Professionalism award from the Austin bar association.

Join Claude and me as we discuss the following three questions and more!

What are three ethical pitfalls attorneys should be mindful of regarding their social media presence,
What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence, and
What are your three favorite war stories (or something to that effect)?

In our conversation, we cover:

[01.16] Tech setup – Starting the conversation, Claude shares his current technological setup and what his favorite products are.

[06.29] Favorite podcasts – Claude talks about some of his favorite podcasts.

[11.26] Software & equipment – Claude and Michael share information about some of the commonly used software and equipment.

[16.13] Ethical pitfalls – A simple mistake on social media can cause significant damage to your life. Claude talks about posting things on social media as one of the ethical pitfalls because people can understand the absolute opposite of what you meant.

[22.44] Tweeting – Claude shares how people use social media platforms such as Twitter and Facebook in an unprofessional manner regarding their work.

[27.20] Practicality – Having a computer isn't enough. As lawyers, you have to make everything secure, especially things related to your work. Claude shares some of the practical things he had to learn over time about the security of his computer files.

[34.11] Being recorded – Claude shares the importance of keeping in mind that your phone calls could be recorded without your knowledge every time. Further, he dives into how he instructed his attendees not to engage in conversations on the other side.

[41.58] War stories – Claude dives into some stories where attorneys and clients misused social media.

[44.47] Google reviews – Claude shares his opinion on responding to google reviews. He states bar opinions from Philadelphia bar, which you can use as a response for google reviews.

Resources:

Connect with Claude:

E-mail - cducloux@affinipay.com
LinkedIn - com/in/claude-ducloux-abaa519/
Website - com/

Equipment Mentioned in the Podcast:

Yeti Microphones - bluemic.com/en-us/
MacBook - apple.com/mac/
Dell computer - dell.com/en-us
Pad - apple.com/ipad/
Creative Webcam - creative.com/wfh/#look-professional
Konica Minolta Color printer –
konicaminolta.us/products/predecessor-products/bizhub-c658/
HP printer - hp.com/us-en/shop/cat/printers
www.hp.com/us-en/shop/vwa/printers/prnttyp=Laser

Software & Services Mentioned in the Podcast:

Affinipay - affinipay.com
LawPay - www.lawpay.com
Google Drive - google.com/drive/
Overcast - fm/
Xerox - xerox.com/en-us
Vimeo - com
Skype - skype.com/en/
RingCentral - ringcentral.com/

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The primary purpose of us lawyers using technology is to make our live's easier. To do that, you need to have more than base-line knowledge of the technology you are using and what technology you should use. This week on Tech Savvy Lawyer, we are joined by guest host Brett Burney interviewing The Tech Savvy Lawyer.

Brett is an expert in eDiscovery guidance and practical training for mobile professionals. He is the founder of Burney Consultants, an expert consulting service provider to cooperating executives and legal professionals. Brett guides businesses of all sizes through the difficulties of e-discovery and offers objective suggestions for litigation support technologies and workflows for legal practitioners. Michael D.J. Eisenberg is a Washington, DC, attorney, the blogger at the Tech Savvy Lawyer.Page and host of the The Tech-Savvy Lawyer.Page Podcast. He has been helping lawyers with their tech-related problems for well over a decade.

Join us as we talk about the following three questions and more,

What are the three most common mistakes that you see lawyers making with their technology?
What are the top three reasons that you maybe recommend to some folks about being an apple office versus a Windows Office?
Three favorite tech hacks that you utilize to make your Office Technology seeing.

In our conversation, we cover,

[04.02] Tech setup – Starting the conversation, Michael dives into his current technological setup.

[28.29] Common mistakes – We dive into the common mistakes that lawyers make regarding technology.

[31.49] Backups - Michael dives into the need for backups and how many times you need to do that.

[35.20] Apple versus windows office – Michael shares some reasons to select between Apple office and Windows office according to your need.

[37.30] Tech hacks – Keyboard shortcuts, Calendly program, and hazel software are the three favorite tech hacks to use in your office technology, says Michael.

Resources

Connect with Brett

LinkedIn:linkedin.com/in/brettburney
linkedin.com/company/burney-consultants-llc

Website: burneyconsultants.com

Twitter: twitter.com/bburney

Apps in Law: appsinlaw.com

In the News Podcast: inthenewspodcast.com

Connect with Michael

LinkedIn: linkedin.com/in/michaeldjeisenberg

Facebook: facebook.com/EisenbergLawoffice

YouTube: youtube.com/channel/UCaWWssVZoqnLq0YWm3YD6nw

Equipment Mentioned in the Podcast

Apple AirPods - apple.com/airpods

MacBook Pro M1 - apple.com/shop/buy-mac/macbook-pro/16-inch

Apple XDR Display - apple.com/pro-display-xdr

Apple Watch Series 4 GPS + Cellular - apple.com/uk/shop/product/FTX02B/A/Refurbished-Apple-Watch-Series-4-GPS-Cellular-44mm-Stainless-Steel-Case-with-White-Sport-Band

Samsung S22 - samsung.com/us/smartphones/galaxy-s22

Harman Kardon computer speakers - eu.harmankardon.com

Dell computer - www.dell.com/en-us

Hue lights - philips-hue.com/en-us/explore-hue/how-it-works

Apple iMac - support.apple.com/kb/SP790?locale=en_US

Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti

Microsoft Surface Pro 6 - support.microsoft.com/en-us/surface/surface-pro-6-features-ade5cfc2-e99a-6fd1-abbe-c0e8a8a3942d

Mute Me - muteme.com

BenQ Monitor Light - benq.com/en-us/lighting/monitor-light.html

Elgato Multi Mounts - elgato.com/en/multi-mount-system

Stream Deck - elgato.com/en/stream-deck

Fujitsu ScanSnap - fujitsu.com/us/products/computing/peripheral/scanners/soho

Logitech BRIO - logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.960-001105.html

HP LaserJet Enterprise M507 - support.hp.com/us-en/product/hp-laserjet-enterprise-m507-series/19203918

Software & Services Mentioned in the Podcast

Clio - www.clio.com

Rocket matter - rocketmatter.com

Dropbox - dropbox.com

Backblaze - backblaze.com

Clendly - calendly.com

Hazel software - www.noodlesoft.com

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Episode 49 – With Meranda Vieyra One of the best ways to become a smart lawyer is to pay attention to what’s going on in social media. It will help you not only to gain knowledge but also to be more engaged with the new technologies constantly added to the industry. This week, we are joined by Meranda Vieyra to discuss how strategically interacting with social media will make you a smart lawyer.

Meranda M Vieyra is the owner and marketing consultant at Denver Legal Marketing. She is one of the country’s most visible legal professionals, with over 20 years of service in the legal community. Denver legal marketing is a marketing service dedicated to the recognition, promotion, and visibility of attorneys accross the country. The marketing firm has earned a strong reputation as the go-to for impactful, cost-effective legal marketing strategies. Meranda has helped her clients secure coverage by well-known publications and has obtained local, national, and international awards on their behalf.

Meranda enjoys working with solo practitioners and advises medium-sized and national law firms on business development and marketing strategy. Meranda is a lecturer and author on issues related to marketing, including how lawyers can use LinkedIn effectively, how to develop a personal brand, and the promotion of legal services through the first class on law firm marketing at the undergraduate level in the country through the College of Business - Metropolitan State University of Denver.

Join Meranda and me as we talk about the following questions and more;

What are three reasons attorneys should be on social media and podcasts?
What are three common mistakes attorneys make when on social media and doing a podcast?
What are three simple tech tools, hardware, or software attorneys can use to make their social media and podcast appearance shine?

In the conversation we cover,

[01.39] Tech stack – Meranda dives into her current technological setups and what occasions she is using them.

[04.37] Question 1. - What are the top three reasons that attorneys should be on social media, according to Miranda.

[07.01] Question 2. - What are the top three mistakes attorneys make when on social media, according to Meranda.

[09.18] Mistakes when appearing on Podcasts – Not preparing, not promoting podcast appearances, and updating social media pages regularly are the three mistakes attorneys make when it comes to podcasting, according to Meranda.

[14.18] Handling problems – Even if it is difficult, attorneys need to pay attention to what’s going on on social media, and having a third-party validation of your practice is important to maintain.

[18.53] Google reviews – Meranda dives into what solutions lawyers have if they get bad reviews on social media.

[23.23] Question 3. - What are the top three tech tools that Meranda likes and uses to make a good appearance on social media.

[29.45] Consistency – Meranda shares how important it is to maintain the consistency of interacting with social media as an attorney.

RESOURCES:

Connect with Meranda:

LinkedIn - www.linkedin.com/in/merandavieyra Website - www.denverlegalmarketing.com

Equipment Mentioned in the Podcast:

Apple iPad - www.apple.com/ipad

Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti

Epson printer - epson.com/printers

Epson projector - epson.com/projectors

MacBook Pro - www.apple.com/macbook-pro

Mevo camera - www.mevo.com/pages/mevo-camera

Software & Services Mentioned in the Podcast:

Animaker - www.animaker.com

Avvo - www.avvo.com

Canva - www.canva.com

Findlaw - www.findlaw.com

Hootsuite - www.hootsuite.com

Martindale-Hubbell - www.martindale.com

Pocket - getpocket.com

Super Lawyers - www.superlawyers.com

Zapier - zapier.com

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The development of new technology is conquering every corner of every industry in the world which makes it hard to ignore that lawyers need to be proficient in technology to engage with clients. But still, there are flaws that lawyers need to overcome to get the best outcome from the new technologies. This week, we are having a fascinating conversation with J. Ryann Peyton about what technologies they use at present and how they can use the new technologies to give their maximum service to the clients.

Ryann serves as the Director of the Colorado Attorney Mentoring Program (CAMP), a program of the Colorado Supreme Court. Ryann is a former litigator and a seasoned consultant and advocate of professionalism, diversity, and equity in the legal field. Ryann has been routinely recognized for their legal practice, earning the 2022 40 Under 40 Award, the 2019 American Bar Association Rosner & Rosner Young Lawyer Professionalism award, and the 2014 Colorado Bar Association’s Outstanding Young Attorney of the Year award.

The following three questions and more will be answered throughout the conversation,

As a mentor to attorneys, what three things are attorneys still not getting right with their technology in their practice?
What are three ways technology allows attorneys to help those who typically cannot afford or have access to private attorneys?
During COVID, technology has allowed more attorneys to work from home. With this new dynamic, some attorneys have been a little lacking in being professional?

In our conversation, we cover:

[06.22] Current tech setup – Ryann talks about their current technology setup and their favorite apps on iPhone.

[10.03] Utilizing – Ryann shares their opinion on what is the biggest things that lawyers get wrong when it comes to using technology and the programs that they recommend for lawyers.

[15.06] Human check – Ryann talks about what usually makes lawyers hesitate in developing workflows.

[20.47] Brick and motor versus virtual – Ryann dives into how lawyers got into virtual practice during the period of the COVID-19 pandemic, how most of the lawyers get back to brick and motor practice, and how virtual practice serves both the client and the lawyer in terms of time and others.

[25.45] Credibility – Ryann shares their opinion on the credibility of virtual hearings where there is a question about how to ensure justice is done.

[29.21] Utilizing AI – Ryann dives into how to help clients by utilizing AI and how it helps both the clients and the lawyers at the end of the day.

[34.40] Utilizing technology – Ryann talks about utilizing technology to help clients identify what kind of legal problems they have because clients sometimes misidentify their legal problems which prevent them from hiring a lawyer or talking to a lawyer.

[39.36] Educating – Ryann dives into what kind of facilities they have in every judicial district in Colorado to educate people if they want to hire an attorney or not.

[40.31] Connecting lawyers – Ryann shares information about a platform that connects the lawyers who are looking for pro bono services in Colorado.

[44.28] Hurdles – Ryann dives into the broadband issue that most of the communities have including Colorado which makes it difficult for people to connect with a lawyer and how self-help representatives create access to technologies like zoom and email on behalf of the people who have those kinds of problems.

[47.32] Maintaining professionalism – Being present and attentive, maintaining humanity, and not overriding the silence as the three things attorneys need to be mindful of when working remotely while using technology says, Ryann.

Connect with Ryann:

Website - https://coloradomentoring.org/

LinkedIn: www.linkedin.com/in/ryann-peyton-7bb8794/

Equipment/Software mentioned:

AirPods Pro - https://www.apple.com/airpods-pro/

iPhone 12 - https://www.apple.com/iphone-12/specs/

Apple Watch - https://www.apple.com/shop/buy-watch/apple-watch

Overcast - https://overcast.fm/

Paladin website - https://www.joinpaladin.com/

Hello divorce - https://hellodivorce.com/

Clio - https://www.clio.com/

Calendly - https://calendly.com/

Zoom - https://zoom.us/

Slack - https://slack.com/

Microsoft teams - https://www.microsoft.com/en-ww/microsoft-teams/teams-for-work

Zapier - https://zapier.com/

Apple podcasts - https://www.apple.com/apple-podcasts/

Microsoft surface - https://www.microsoft.com/en-us/surface

View Details

The following three questions and more will be answered throughout the conversation,

As a mentor to attorneys, what three things are attorneys still not getting right with their technology in their practice?
What are three ways technology allows attorneys to help those who typically cannot afford or have access to private attorneys?
During COVID, technology has allowed more attorneys to work from home. With this new dynamic, some attorneys have been a little lacking in being professional?

In our conversation, we cover:

[06.22] Current tech setup – Ryann talks about their current technology setup and their favorite apps on iPhone.

[10.03] Utilizing – Ryann shares their opinion on what is the biggest things that lawyers get wrong when it comes to using technology and the programs that they recommend for lawyers.

[15.06] Human check – Ryann talks about what usually makes lawyers hesitate in developing workflows.

[25.45] Credibility – Ryann shares their opinion on the credibility of virtual hearings where there is a question about how to ensure justice is done.

[29.21] Utilizing AI – Ryann dives into how to help clients by utilizing AI and how it helps both the clients and the lawyers at the end of the day.

[39.36] Educating – Ryann dives into what kind of facilities they have in every judicial district in Colorado to educate people if they want to hire an attorney or not.

[40.31] Connecting lawyers – Ryann shares information about a platform that connects the lawyers who are looking for pro bono services in Colorado.

Connect with Ryann:

Website - https://coloradomentoring.org/

LinkedIn: www.linkedin.com/in/ryann-peyton-7bb8794/

Equipment/Software mentioned:

AirPods Pro - https://www.apple.com/airpods-pro/

iPhone 12 - https://www.apple.com/iphone-12/specs/

Apple Watch - https://www.apple.com/shop/buy-watch/apple-watch

Overcast - https://overcast.fm/

Paladin website - https://www.joinpaladin.com/

Hello divorce - https://hellodivorce.com/

Clio - https://www.clio.com/

Calendly - https://calendly.com/

Zoom - https://zoom.us/

Slack - https://slack.com/

Microsoft teams - https://www.microsoft.com/en-ww/microsoft-teams/teams-for-work

Zapier - https://zapier.com/

Apple podcasts - https://www.apple.com/apple-podcasts/

Microsoft surface - https://www.microsoft.com/en-us/surface

View Details

The development of new technologies has quickened the pace of living in every corner of the world. As a result, it is impossible to prevent lawyers from becoming interested in technology. However, if attorneys want to provide the highest level of service to their clients while simultaneously simplifying their work lives, they need to improve their technology skills. This week, we are joined by Lindsey Corbin to discuss how she applies technology in her professional life and how it has contributed to her success.

Lindsey is the Chief Executive Officer of Delegate.legal. It is a leading provider of virtual paralegal services that can easily incorporate itself into existing law firms and businesses. Delegate.legal has more than 25 years of combined experience in the field of trademarks. It works with attorneys to develop its trademark practices by providing outsourced paralegal offerings, coaching, and consultation on practice development and additional products. Delegate.legal also works with attorneys to build different products. In addition, those who require other administrative services can also take advantage of Lindsey and her team’s provision of virtual assistants.

Join Lindsey and me as we talk about the following three questions and more!

What are three security measures solos and small firms should keep in mind when working with virtual paralegals?
What is a tech stack and what three ways attorneys can set up some basic tech stack?
What are three ways attorneys can use technology to make sure their virtual staff are all on the same page at work?

In our conversation, we cover:

[01:15] Tech Setup - Lindsey discusses her current technological setup and her relationship with Microsoft and Apple products.

[06:31] Security Measures - Lindsey shares three security measures that small firms should keep when working with virtual paralegals. Furthermore, she mentions her favorite antivirus software and why she likes it.

[09:51] VPN – Lindsey provides a thorough explanation of how she makes use of VPN.

[14:00] Tech Stack – Lindsey explains what a tech stack consists of and three ways attorneys can set up simple tech stacks.

[17:40] Email - Lindsey discusses her email preferences for business, including whether she prefers Google Mail, Outlook, or owning her own domain.

[19:12] Practice Management Software – Lindsey talks about her favorite practice management software.

[20:35] Calls – Lindsey expresses her view on using a cell phone and Google Voice for business-related matters.

[22:44] Cybersecurity Insurance – Lindsey provides her perspective on why an attorney needs cybersecurity insurance.

[24:52] Laptop – When asked about her preferred second monitor to utilize while traveling, Lindsey raves about how much she adores her laptop.

[26:14] Third-Party Docketing Software - Lindsey describes the third-party docketing software she utilizes.

[27:22] Tools for Virtual Work – Lindsey explores three ways attorneys may utilize technology to guarantee their virtual workforce is on the same page, evaluating Slack, Trello, and Microsoft Teams and explaining why she enjoys each.

[31:34] Shifts – We dive into the shifts in the legal business due to the pandemic’s democratization effect and how innovation in the legal services arena provides help and its efficacy.

[36:48] Transfer of Information Issues - Being a Windows user, Lindsey discusses the difficulties she encounters in transferring data to her Mac-using team and how she overcomes them.

Resources:

Connect with Lindsey:

LinkedIn: linkedin.com/in/lindsey-corbin/
Website: delegate.legal/

Equipment Mentioned in the Podcast

Dell Vostro Desktop: dell.com/en-us/work/shop/scc/sr/desktops-n-workstations/vostro-desktops
Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro-models
iPhone 12: apple.com/iphone-12/key-features
Apple Watch: apple.com/watch
iPad: apple.com/ipad
Cannon Inkjet Printers: asia.canon/en/consumer/products/search?category=printing&subCategory=inkjet-printers
Epson Scanners: epson.com/For-Home/Scanners/c/h2

Software & Services Mentioned in the Podcast

Windows 11: microsoft.com/en-us/windows
LastPass: www.lastpass.com
McAfee Anti-virus: www.mcafee.com
Clio Practice Management: www.clio.com
Gravity Legal: gravity-legal.com
Lawpay: www.lawpay.com
Slack: slack.com
Trello: trello.com
Alt Legal: www.altlegal.com
WebTMS: www.webtms.com

View Details

Join Lindsey and me as we talk about the following three questions and more!

What are three security measures solos and small firms should keep in mind when working with virtual paralegals?
What is a tech stack and what three ways attorneys can set up some basic tech stack?
What are three ways attorneys can use technology to make sure their virtual staff are all on the same page at work?