Non-Eventcast: Recent Episodes
Jared Correia
Think of this weekly podcast as the main-stage panel of our Legal Tech Non-Event, focused on how technology can benefit your bottom line and geared for an audience of luddite-leaning lawyers. “Fun” may even ensue — within reason, of course.
Executive Summary Jared sits down with Carly Savar, general counsel at Steno, to unpack what actually happens when a law firm signs up with an AI vendor. Carly explains why reading the fine print matters more than any feature list, and what separates a vendor you can trust from one that's just telling you what you want to hear.
Key Takeaways * Read the actual data processing agreement yourself. Don't assume a vendor's security is handled just because they signed a service level agreement. * Push for a zero-day retention agreement, and ask about the LLMs your vendor is built on, not just the vendor itself. * SOC 2 Type 2 certification means a company's controls held up over a full year. SOC 2 Type 1 only proves a single snapshot in time. * Not all training is created equal. Aggregated usage data is usually fine. Your client's confidential content should never go into a model. * New billing ethics guidance says you can only charge for the time you actually spent, not the time an AI tool saved you.
About the Guest Carly Savar is general counsel at Steno, a litigation support and court reporting technology company. She spent years litigating before founding her own legal recruiting company and eventually moving in-house. Carly now negotiates AI and data agreements from both sides of the table, as counsel to a legal tech vendor and as a buyer evaluating other vendors herself.
Links and Resources * Steno: steno.com * Red Cave Law Firm Consulting: redcavelegal.com
Keywords legal tech, legal technology, AI for lawyers, AI vendor vetting, legal AI vendor contracts, data security for law firms, zero-day retention agreement, SOC 2 Type 2, SOC 2 certification, ISO 27001, shadow AI, in-house counsel, legal tech general counsel, court reporting technology, Steno, AI training data, law firm AI policy, small law firm technology, technology competence rule, Red Cave Law Firm Consulting
Episode Chapters * 00:00:00 Cold open and show intro * 00:02:00 Meet Carly Savar and the vexing AI vendor problem * 00:03:00 Zero-day retention and why training on your data is the real risk * 00:06:00 What to actually ask vendors before you sign * 00:08:00 SOC 2 Type 1 vs Type 2 and other certifications * 00:10:00 Life as GC inside a legal tech vendor * 00:13:00 Clients who want cool tech vs clients who ask the right questions * 00:15:00 Not all training is created equal * 00:16:00 Keeping up with shifting ethics rules and regulations * 00:18:00 Tech competence and billing for time spent, not time saved * 00:22:00 Advice for lawyers going in-house at startups * 00:24:00 Carly's path into law and out of Big Law litigation * 00:27:00 Finding Steno and the frog-in-water approach to tech adoption * 00:33:00 Going to law school too soon and learning to fail * 00:37:00 Women in legal tech today * 00:39:00 Wrap-up and where to find Carly and Steno
Executive Summary On this episode of Adventures in Legal Tech, Jared Correia talks with Phillip Greer, CEO of Best Lawyers, about how AI is rewriting the rules of legal search and firm operations. Greer breaks down the real differences between SEO, AEO, and GEO, then explains how he turned his own company into a shop full of vibe coders. It's a practical look at getting found online and getting comfortable with AI at the same time.
Key Takeaways * SEO isn't dead. It's the foundation that feeds AEO and GEO, the practices that get law firms found inside AI search tools and chatbots. * Quality, well-structured content and citations from reputable third-party sites matter more than backlink farming ever did. * Legal consumers across every generation are shifting from typed search terms to conversations with AI tools, often without realizing it. * Building an AI-literate firm starts with a safe, governed environment where non-technical staff can experiment without touching client data. * Start small. Pick something fun, not a client matter, to learn how an AI tool handles data before you roll anything out firmwide.
Links and Resources * Red Cave Law Firm Consulting: redcavelegal.com * Best Lawyers: bestlawyers.com
Keywords AEO, GEO, AI search optimization, legal SEO, AI Overview, ChatGPT for lawyers, shadow AI, vibe coding, AI-literate law firm, Best Lawyers, legal directory marketing, law firm content strategy, AI governance, legal tech podcast, Jared Correia, Phillip Greer, structured data for lawyers, AI search engines, law firm AI adoption, legal marketing strategy
Episode Highlights * [00:02:29 - 00:04:31] Greer lays out his top SEO pitch: keep doing SEO, treat it as the foundation feeding AIO. * [00:04:56 - 00:08:38] Greer defines SEO, AEO, and GEO and explains why all three belong in a firm's strategy. * [00:09:32 - 00:11:59] Greer traces shadow AI from a guilty secret to standard practice at nearly every firm. * [00:12:56 - 00:16:39] Greer argues authenticity beats generic AI-written content and backlink farming for standing out. * [00:27:48 - 00:32:20] Greer describes building the Best Lawyers internal app store that turned employees into vibe coders. * [00:32:48 - 00:36:13] Greer explains how he handled data governance and change fears before rolling AI out company-wide. * [00:36:20 - 00:39:08] Greer's advice: start vibe coding with something fun and low-stakes before touching firm data.
Summary Law firms are drowning in scattered knowledge, and AI can't fix disorganized data on its own. Rachel Shields Williams, Director of AI and Knowledge Management at Bass, Berry & Sims and President of the Legal Marketing Association, joins Jared Correia to explain why structured data has to come before any AI rollout, and how firms can build the human relationships that make AI adoption safe.
Key Takeaways * AI can't structure your data for you. A firm's data represents its relationships and intellectual property, and only humans understand that context well enough to organize it. * Treat AI as the "middle layer" between two things you control: your structured data and your firm's unique expertise. You can't control LLM pricing or availability, so keep those other two pieces solid. * Shadow AI risk isn't just about lawyers pasting client data into a chatbot. It also includes open-source code pulled from GitHub that can carry hidden backdoors. * Change management works better in small, steady steps. A firm that gets 1% better most weeks of the year ends up roughly 48% better, without blowing up anyone's workflow. * A new "translator" role is emerging in law firms: someone who can move between lawyers, IT, and business leadership to explain why data structure matters and what AI can realistically deliver.
Links and Resources * Red Cave Law Firm Consulting: redcavelegal.com * Bass, Berry & Sims: bassberry.com * Legal Marketing Association: legalmarketing.org
Keywords knowledge management, legal AI, AI in law firms, shadow AI, structured data, law firm data management, legal technology, Bass Berry Sims, Legal Marketing Association, LMA, change management, law firm innovation, AI governance, legal knowledge management, AI as junior associate, law firm technology adoption, data governance law firm, AI risk management, legal marketing, law firm AI strategy
Episode Highlights * [00:03:00 - 00:04:00] Rachel introduces her "Fibber McGee's closet" metaphor for law firm data chaos. * [00:06:00 - 00:06:30] Rachel says if AI could structure firm data on its own, she'd be retired. * [00:07:00 - 00:08:00] Rachel frames AI as the uncontrollable "middle layer" between structured data and firm expertise. * [00:12:00 - 00:12:30] Rachel warns that open-source code from bad actors is a bigger shadow AI risk than most firms realize. * [00:13:30 - 00:14:00] Rachel compares vetting AI use to letting a niece use a safety knife instead of a chef's knife. * [00:17:00 - 00:17:30] Rachel argues a firm that's 1% better most weeks ends the year roughly 48% better. * [00:27:30 - 00:28:00] Rachel describes the emerging "translator" role bridging lawyers, IT, and business needs. * [00:31:00 - 00:31:30] Jared and Rachel joke about AI's "Uber Black" pricing phase before costs rise.
Summary "Attorney Matt Damon" needs to draft a demand letter, but the facts he needs are scattered across medical records, deposition transcripts, case notes, and email threads. Jared Correia brings in Claude Simpson, Vice President of Client Operations at Smart Advocate, to unpack why that scattered data problem is nearly universal in legal practice.
Claude explains that documents, not buzzwords, still run the practice of law, and that AI only works well when it is pulling from a structured case management system. They cover client portals, the real costs of switching platforms, data ownership disputes with cloud vendors, and how to measure ROI beyond time saved.
Key Takeaways * AI is only as good as the data feeding it, and case management software is what gives that data structure. * Client portals are underused by most firms, even though clients already expect 24/7 self-service access from their bank and doctor. * Centralizing case data beats stacking disconnected point solutions, even when integration with existing tools is required. * Switching case management systems is harder than adopting one for the first time, and change management is the real obstacle. * ROI on case management software shows up in turnaround time, error rates, client satisfaction, and staff retention, not just hours saved.
About the Guest Claude Simpson is the Vice President of Client Operations at Smart Advocate, a case management platform built for law firms. He has been with the company since 2013, bringing a background as a practicing trial attorney, including medical malpractice litigation, along with early technology experience dating back to building one of the first local area networks at the New York State Supreme Court's Appellate Division in the 1980s.
Links and Resources * Red Cave Law Firm Consulting: redcavelegal.com * Smart Advocate: smartadvocate.com
Keywords case management software, legal technology, law firm AI, Smart Advocate, legal case management system, AI in law firms, client portal, law firm client experience, legal tech ROI, law firm technology adoption, cloud case management, law firm data security, legal ethics technology, change management law firm, law firm staff retention, demand letter drafting, personal injury case management, law firm KPI, legal AI adoption, shadow AI
Episode Highlights * [00:03:03 - 00:03:45] Claude Simpson explains that despite AI hype, documents, physical or electronic, still control the practice of law. * [00:05:37 - 00:06:04] Jared and Claude agree AI needs structured data, and case management software provides that backbone. * [00:10:38 - 00:11:24] Claude Simpson makes the case for client portals: clients expect 24/7 access the same way they get it from their bank or doctor. * [00:13:14 - 00:14:03] Claude Simpson warns that disjointed systems create frustration and increase the risk of missed information. * [00:16:53 - 00:17:34] Claude Simpson on convincing a 30-year veteran attorney to switch systems: show them they can be even more successful. * [00:26:53 - 00:27:44] Claude Simpson flags a real risk: what happens if a firm and its cloud host end up in a contract dispute over data access. * [00:29:19 - 00:30:31] Claude Simpson breaks down ROI beyond time saved: turnaround, error rate, client satisfaction, and staff retention. * [00:33:00 - 00:34:00] Claude Simpson predicts AI bots listening in on firm discussions to suggest case values in real time.
Summary Jared Correia sits down with Luis Vargas Rivera, head of litigation at Embedded Counsel, to unpack a problem most solo and small firm litigators never get to solve: a real moot before a hearing. Luis built a Claude skill called Adversarial Review that simulates a three-judge panel, each with a different mindset, to attack his motions before a judge ever does.
From there, the conversation covers AI accountability and Rule 11, Luis's move from big law to a boutique firm, why marketing to referral sources beats paid ad spend, and how cross-practice litigation experience wins cases other lawyers can't see. They close on a shared obsession with a concept album about The Odyssey.
Key Takeaways * A Claude skill can run a three-persona Adversarial Review panel, a fact-focused judge, a procedural judge, and a pragmatist judge, that pressure tests a motion before oral argument. * Citation tools like Lexis and Westlaw confirm your sources are accurate; they don't tell you where your argument is weakest. That's a different job. * AI hallucinations are an accountability problem, not a technology problem. Rule 11 already requires lawyers to investigate what they sign, AI just removes the excuse for skipping that step. * Marketing to other lawyers as referral sources can outperform paid ad spend aimed directly at clients, especially in crowded practice areas. * Cross-practice litigation experience, moving ideas from civil litigation into a probate case, for example, can produce solutions opposing counsel doesn't see coming.
Links and Resources * Red Cave Law Firm Consulting: redcavelegal.com * Embedded Counsel: embeddedcounsel.com
Keywords Claude skills for lawyers, AI legal tech podcast, adversarial review AI skill, moot court AI simulation, AI argument testing for litigators, AI judge personas, legal AI ethics, Rule 11 AI hallucinations, boutique law firm AI, small firm litigation technology, AI referral marketing for lawyers, LinkedIn marketing for attorneys, cross-practice litigation strategy, probate litigation technology, AI generated evidence, deepfake chain of custody, Claude versus Westlaw, legal tech for solo practitioners, AI in law school, shadow AI in law firms
Episode Highlights * [00:02:10 - 00:04:00] Luis explains the Adversarial Review Claude skill and its three AI judge personas. * [00:05:00 - 00:05:50] Luis contrasts a custom Claude skill with citation-checking tools like Lexis and Westlaw. * [00:12:00 - 00:12:30] Luis estimates judges ask him questions his AI panel already raised 20 to 40 percent of the time. * [00:13:10 - 00:14:05] Jared and Luis agree AI hallucinations are a lawyer accountability problem, not a technology problem. * [00:14:10 - 00:16:00] Luis explains why he left big law for a boutique litigation practice at Embedded Counsel. * [00:17:00 - 00:18:10] Luis lays out his thesis on marketing to referral sources instead of paid client acquisition. * [00:21:00 - 00:22:20] Luis tells the story behind his $75,000 retainer LinkedIn hook. * [00:25:30 - 00:27:00] Luis describes a cross-practice motion strategy that won a probate intervention in 15 minutes. * [00:29:00 - 00:31:00] Luis and Jared discuss AI-generated evidence and chain-of-custody verification for deepfakes.
Summary Law firms and legal departments sit on mountains of electronically stored information, and most have no real system for dealing with it. Warren Parrino, Regional Vice President of Solution Sales at TrustPoint.One, has a clear starting point: email threading, date filters, and search terms. From there, an early case assessment environment can cut review costs before a single document hits a reviewer's queue.
Warren and Jared also cover modern attachments, audio and video redaction, and when AI actually earns its place in the workflow. The bottom line: AI only pays off after you have already done the basics. Crawl, walk, then run.
About the Guest Warren Parrino is Regional Vice President of Solution Sales at TrustPoint.One, an e-discovery and legal services company. A former practicing attorney in Birmingham, Alabama, he most recently co-led the company's project management team before moving into his current role, giving him a view from both the operational and client-facing sides of a project. He still holds his bar license, attributing that decision entirely to how hard the exam was.
Key Takeaways * Start with email threading, date filters, and search terms before anything else. These three basics narrow your data set before you spend a dollar on document review. * Early case assessment (ECA) databases are the single most effective way to cut e-discovery costs, yet most firms skip them because they have never heard of the approach, not because of cost. * Modern attachments (hyperlinked files stored in OneDrive or SharePoint rather than attached directly to email) are the biggest current landmine in discovery, though workable solutions are emerging. * Audio and video redaction that once cost thousands of dollars and required a production team can now be done at a desk in minutes using off-the-shelf tools. * AI in e-discovery only delivers real savings after you have already cut your data set down. Throwing AI at a terabyte of raw data inflates your bill, it does not shrink it.
Links and Resources * TrustPoint.One: trustpoint.one * Red Cave Law Firm Consulting: redcavelegal.com
Keywords e-discovery, ESI, electronically stored information, early case assessment, ECA, email threading, modern attachments, hyperlinked files, data management, RelativityOne, shadow AI, legal technology, law firm data, e-discovery costs, solo practitioner, small law firm, audio video redaction, document review, TrustPoint.One, e-discovery consultant
Episode Highlights * [00:03:49 - 00:04:46] Warren lays out the three starting points for any firm overwhelmed by data: email threading, date filters, and search terms, in that order, before anything else. * [00:05:56 - 00:08:13] Warren explains early case assessment, how it works in RelativityOne, and why communications analysis often surfaces the witness you never knew you needed. * [00:08:13 - 00:09:02] The reason most firms skip ECA is not cost. It is lack of knowledge, because if cost were the issue, everyone would already be doing it. * [00:09:08 - 00:10:44] Email threading today means reviewing one file instead of 15. It is not the labor-intensive process it once was, and the savings in time and cost are significant. * [00:11:19 - 00:12:54] Modern attachments (hyperlinked files in SharePoint or OneDrive) create versioning, custodian, and association problems that traditional e-discovery workflows were not built to handle. * [00:14:59 - 00:17:28] Audio and video redaction that once required a production team and thousands of dollars can now be done with off-the-shelf software at a desk. Warren shares a real transit authority case. * [00:20:33 - 00:22:14] There is no minimum data threshold for engaging an e-discovery consultant. The only question is whether the hassle of managing the data yourself outweighs your willingness to deal with it. * [00:24:33 - 00:28:06] AI in e-discovery is real and capable, but it only delivers savings after you have already cut the data set down. Warren describes what Relativity's AIR tools can do once the groundwork is done.
Summary Alan Alda runs his own firm and figured AI tools would make content creation easy. He was half right. Jared Correia sits down with David Arato, founder of Lexicon Legal Content, to unpack why mass AI publishing is triggering Google penalties, what compliance risks law firms are ignoring in their marketing content, and how the rise of AI overviews is reshaping the entire game.
David explains the EEAT framework, breaks down a three-level compliance review process for AI-generated content, and outlines what law firms should actually be doing to get cited in AI search results. The short version: less slop, more substance, and a human with a law degree reading everything before it goes live.
About the Guest David Arato is the founder of Lexicon Legal Content, a content agency that has served law firms and legal marketing agencies for 15 years. A law school graduate who got his start writing legal blog posts for extra money while studying for the bar in 2009, David built Lexicon into a white-label content partner for major legal marketing agencies before pivoting to serve law firms directly. He is also a former professional cellist, which explains the hustle. Find him at lexiconlegalcontent.com.
Key Takeaways * "Scaled content abuse" triggers Google penalties. Publishing AI content at volume without editorial oversight risks manual penalties and lost search visibility overnight. * 78% of legal searches now trigger AI overviews, pushing organic results below the fold and increasing zero-click searches that never land on your website. * AI tools do not know your state bar's advertising rules. Terms like "expert," "specialist," and "best attorney" can trigger bar complaints without a human review step. * The EEAT framework (Expertise, Experience, Authority, Trust) holds law firm websites to a higher standard than most sites because they fall under "your money or your life" (YMYL) categories. Trust is the pillar. * Great content still ranks. Adding genuinely new information to the conversation is what earns Google's attention and gets your firm cited in AI overviews, ChatGPT, and Perplexity.
Links and Resources * Lexicon Legal Content: lexiconlegalcontent.com * Red Cave Law Firm Consulting: redcavelegal.com
Keywords AI-generated legal content, law firm SEO, Google AI overviews, legal content marketing, EEAT framework, YMYL websites, bar advertising rules, scaled content abuse, legal blog content, zero-click searches, AI content penalties, law firm website content, Google search quality rater guidelines, legal marketing compliance, content freshness SEO, Lexicon Legal Content, AI overviews for lawyers, law firm marketing strategy, shadow AI, law firm blog strategy
Episode Highlights * [00:03:06 - 00:04:01] David explains why the rise of AI tools actually increased demand for quality legal content, not killed it * [00:06:10 - 00:07:07] The problem with "scaled content abuse" and why mass AI publishing tanks law firm sites * [00:07:57 - 00:09:09] The compliance and malpractice risks hiding in AI-generated marketing content * [00:19:04 - 00:20:43] 78% of legal searches trigger AI overviews, and what that means for your rankings * [00:21:23 - 00:22:09] Traffic declines and the rise of zero-click searches reducing referrals to law firm websites * [00:23:11 - 00:24:51] Three-level compliance review: catching what AI tools miss in legal marketing content * [00:26:02 - 00:27:58] EEAT and YMYL explained: why law firm sites face a higher content bar than most
Summary Jared Correia sits down with Sean McTigue, a partner at Bartko Pavia LLP and one of the more technically fluent attorneys in practice today. Sean unpacks how his firm navigated the leap from legal-specific AI tools to a direct enterprise deployment of Anthropic's models, and why he thinks that distinction matters a lot more than most firms realize.
The conversation covers practical ground: how to use Westlaw's Quickcheck as a verification loop, why lawyers overestimate what AI will do for them on the first try, and how to find the early adopters inside a firm and turn their discoveries into firm-wide workflows. Sean also looks ahead at what AI means for the billable hour model and why the legal profession can't afford to stay in the way.
About the Guest Sean McTigue is a partner at Bartko Pavia LLP in San Francisco, where he handles complex litigation with a particular focus on integrating AI into the practice of law. He has been following the development of large language models closely since GPT-4's launch and has led the firm's rollout of Anthropic for Enterprise. Sean studied philosophy at the University of Utah and earned his law degree at Berkeley Law.
Key Takeaways * Hallucination risk in AI outputs is a solved problem, using tools like Westlaw's Quickcheck as a verification flywheel alongside AI drafting, not a reason to avoid AI entirely. * Legal-specific tools rarely add value beyond a general foundation model; the wrapper around the model matters less than most vendors claim. * Direct enterprise deployment of a foundation model lets firms ride the frontier rather than being stuck on whatever model a SaaS vendor last tested. * The billable hour model is under pressure, and firms that build internal AI capital now are better positioned to shift toward fixed-fee and alternative-fee arrangements. * Adoption inside a firm starts with finding the heavy users, learning what they figured out, and distributing those workflows to everyone else.
Links and Resources * Red Cave Law Firm Consulting * Bartko Pavia LLP * Westlaw CoCounsel * Westlaw Quickcheck - available inside your Westlaw subscription * Anthropic for Enterprise
Keywords AI adoption in law firms, legal AI tools, Westlaw Quickcheck, AI hallucinations legal, foundation models for lawyers, Anthropic for Enterprise, billable hours AI, legal tech vendor evaluation, Sean McTigue, Bartko Pavia, Jared Correia, Adventures in Legal Tech, CoCounsel Westlaw, AI verification legal, small firm AI, legal workflow automation, enterprise AI deployment, AI research tools lawyers, prompt engineering legal, alternative fee arrangements AI
Episode Highlights * [00:02:01 - 00:04:54] Sean introduces Westlaw Quickcheck as the underused verification tool that turns hallucination risk into a manageable step in the workflow. * [00:05:00 - 00:07:57] Sean explains why lawyers who try AI once, find it imperfect, and dismiss it are missing the workflow question entirely. * [00:08:13 - 00:09:28] The hammer-and-nail analogy: being handed a tool and told to use it without any guidance on what the full project actually looks like. * [00:19:14 - 00:23:27] Sean describes the frustration of vetting legal AI vendors who can't tell you what model they're running, including an e-discovery platform using Haiku 3 on million-document reviews. * [00:24:54 - 00:28:05] The case for direct foundation model deployment over legal-specific SaaS wrappers, and what you can do with a generalist model that a niche tool will never offer. * [00:36:44 - 00:40:43] The future of legal billing: from the billable hour back toward fixed-fee engagements, and why firms that build AI capital now are better positioned. * [00:41:50 - 00:47:23] Sean's starter recommendation: Westlaw citing references downloaded in bulk and fed to an LLM, plus why Google AI Overview is already AI whether lawyers know it or not.
SUMMARY Teo Doremus traded a litigation desk in China for a startup in San Francisco, and along the way he became convinced that the legal industry's AI moment is right now. On this episode, Teo makes the case for starting an AI-native law firm, walks through how he thinks about hallucination risk, and explains the "digital desk" concept behind Advocacy, a platform built to connect the narrative silos of litigation that have historically lived in Microsoft Word and nowhere else.
Teo also shares what he got wrong about law practice, why he thinks lawyers misunderstand what AI actually does when it "helps" them, and draws the most useful analogy you will hear about what lawyers get paid for in an AI world. The pilot and the autopilot are not enemies. Neither are lawyers and AI. The question is figuring out who does what.
KEY TAKEAWAYS * Start building your AI-native practice now. The advantage goes to whoever gets comfortable with the technology first, not whoever waits for it to be perfect. * Before deploying AI in your firm, learn what it actually is and what it is not. Understanding its fundamental limitations is your best defense against hallucinations. * AI adoption in law is high on subscriptions and low on genuine daily use. Real adoption means using AI regularly enough that it changes how you work, not just having a login. * Specialized legal AI tools and general AI tools are not competitors. Use both strategically depending on how much precision your task requires. * The lawyer's value in an AI-assisted practice looks like the pilot who no longer holds the stick for seventeen hours: rested, prepared, and ready for whatever the automation cannot handle.
WHO IS THE GUEST? Teo Doremus is the CEO and co-founder of Advocacy, a litigation-focused AI platform built around what he calls the "digital desk," a place where all the narrative silos of a case live together and AI connects them. Before founding Advocacy, Teo practiced law in China and the United States as both a litigator and a transactional attorney. He studied law in France after picking it almost by accident at 18, fell in love with it along the way, and eventually made his way to San Francisco, where a deep dive into AI convinced him the legal industry needed something that did not yet exist. Advocacy can be found at advocacy.ai.
LINKS AND RESOURCES Advocacy:
advocacy.ai
Red Cave Law Firm Consulting:
redcavelegal.com
Adventures in Legal Tech Podcast:
Available on Apple Podcasts, Spotify, Amazon Music, and YouTube.
KEYWORDS AI-native law firm, legal AI, artificial intelligence for lawyers, AI hallucinations in law, litigation AI tools, Advocacy AI, legal tech software, law firm technology, AI adoption in legal, legal software selection, AI-powered litigation, law practice management, Red Cave Law Firm Consulting, Teo Doremus, Jared Correia, AI governance for lawyers, digital desk litigation, specialized legal AI, general AI for law firms, Adventures in Legal Tech
EPISODE HIGHLIGHTS * [00:02:02 - 00:02:48] Teo's immediate, unhedged answer on the AI-native firm question: do it, do it now, and do it because the technology rewards early commitment. * [00:04:35 - 00:06:03] Why the hallucination conversation needs multiple angles at once, and why no single answer is going to hold. * [00:06:04 - 00:06:44] What lawyers fundamentally misunderstand about AI: it does not actually understand you. When it does not know the answer, it just agrees with you. * [00:10:37 - 00:11:26] Teo describes the moment AI went from a five-minute curiosity to a full obsession that changed the direction of his career. * [00:13:55 - 00:14:28] The origin of the "digital desk" concept and why Microsoft Word from 1984 is still, technically, the competition. * [00:21:40 - 00:23:11] The pilot analogy: if planes have flown themselves for twenty years, what exactly are pilots for? And what does that tell us about lawyers?
🧾 Episode Summary In this episode of Adventures in Legal Tech, host Jared Correia sits down with Tim Follett, CEO and co-founder of StructureFlow, to unpack one of the most overlooked yet critical challenges in legal work: structural complexity.
From corporate transactions to litigation strategy, legal professionals rely heavily on understanding relationships—between entities, obligations, and flows of value. Yet, the tools used to map these structures haven't meaningfully evolved in decades.
Tim introduces the concept of structural intelligence, explaining how visual models and semantic data layers can transform diagrams into powerful interfaces for both humans and machines. The conversation explores how diagrams function as "context-loading mechanisms," why AI needs structured foundations to be effective, and what the future of legal interfaces might look like—hint: think Minority Report.
This episode blends legal tech, cognitive science, and AI strategy into a compelling argument: if you don't structure your data properly, AI might accelerate your work—but in the wrong direction.
🔗 Links & Resources * StructureFlow: https://structureflow.co * redcavelegal.com
🔑 Keywords legal tech legal innovation structural intelligence information architecture AI in law legal workflows data visualization diagramming corporate law litigation strategy knowledge management graph data RAG systems legal AI StructureFlow productivity tools legal design
⏱️ Episode Highlights * 00:00–01:18 – Introduction to the podcast and the problem of structural complexity in legal work * 01:18–02:09 – Why outdated tools (PowerPoint, spreadsheets) still dominate legal workflows * 02:09–03:12 – Defining the problem: increasing complexity in professional and personal contexts * 03:12–04:16 – Historical roots of diagramming—from early businesses to modern law firms * 04:16–05:33 – Why visualizing relationships is essential to understanding structure * 06:09–07:20 – What StructureFlow does and how it differs from traditional diagram tools * 07:20–08:14 – The power of semantic meaning behind diagrams (data + visuals) * 08:14–09:00 – Use cases across law firms, accounting, and corporate environments * 10:11–11:02 – Diagrams as knowledge assets and tools for rapid context recall * 15:30–16:08 – Diagrams as "context-loading mechanisms" for the human brain * 16:08–17:08 – Visual processing vs. text: why diagrams accelerate understanding * 17:08–18:14 – Graph structures explained and their role in representing relationships * 18:14–19:22 – RAG systems and how AI retrieves and processes structured knowledge * 21:01–22:09 – Why AI needs structure: "acceleration without direction" risk * 24:51–26:27 – The "Minority Report" vision for the future of legal interfaces
🧠 Episode Summary In this episode of Adventures in Legal Tech, Jared Correia sits down with Jane Freedman to explore a pressing question: Can small law firms effectively use AI?
The answer is a clear yes—but with nuance.
Jane shares how she transitioned from cautious observer to active AI user, integrating tools like Microsoft Copilot and Litera into her daily legal workflows. From analyzing complex private equity deal documents to drafting contract provisions, AI has dramatically increased efficiency—sometimes reducing work time by up to 90%.
However, the conversation makes one thing clear: AI is not a replacement for legal expertise. Instead, it functions best as a "junior associate"—powerful but requiring oversight, context, and verification.
They also dive into the ripple effects of AI on billing models, client expectations, firm structure, and the future of junior lawyers. The episode ultimately reframes AI not as a threat, but as a tool that enables lawyers to work smarter, deliver more value, and deepen their strategic role.
🔗 Links & Resources * redcavelegal.com * Home * www.redcavelegal.com
🔑 Keywords legal tech AI law firms artificial intelligence lawyers small law firms legal automation document drafting legal innovation billing models AI productivity legal workflows AI adoption law practice management legal AI tools
🎯 Episode Highlights * 00:00–01:00 – Introduction to the podcast and the problem: AI adoption in small law firms * 01:00–02:00 – Meet Jane Freedman and the central question: can small firms use AI? * 02:00–03:30 – Jane's transition from casual AI use to professional implementation * 03:30–05:30 – First real-world use case: leveraging AI in complex private equity deals * 05:30–07:00 – Using AI tools like Copilot and Litera strategically * 07:00–08:00 – Treating AI like a "junior associate" * 08:00–09:30 – Efficiency gains: completing work in 10% of the usual time * 09:30–11:30 – Jane's career journey and founding her own firm * 11:30–13:00 – Building a team and scaling a legal practice * 13:00–14:30 – The importance of precise prompting in AI usage * 14:30–16:30 – Risks of AI: hallucinations and the need for verification * 16:30–18:30 – Will AI replace junior lawyers? The structural dilemma * 18:30–20:30 – Managing AI tools within a legal team * 20:30–23:00 – Rethinking billing models in the age of AI * 23:00–27:00 – Client behavior shifts and AI-generated legal documents * 27:00–31:00 – Practical use cases: drafting, redlining, and document review
Summary In this episode of Adventures in Legal Tech, host Jared Correia sits down with Max Paterson to unpack one of the hottest trends in the industry: vibe coding.
They explore how AI-assisted development is lowering the barrier to entry for building legal tools, allowing lawyers, paralegals, and non-technical professionals to actively participate in innovation. The conversation dives into the opportunities, risks, and economic shifts driven by this movement—along with practical advice for getting started.
From democratizing legal tech to reshaping law firm business models, this episode provides a clear look at how AI is changing who builds legal solutions—and how fast it's happening.
Links & Resources * www.redcavelegal.com * www.bryter.com * www.vibecode.law * LegalQuants
Keywords
vibe coding AI legal tech legal innovation no-code tools law firm automation productization legal AI workflows access to justice shadow AI legal startups legal tech trends
Episode Highlights (with timestamps) * 00:00–01:05 – Introduction to the podcast and its mission * 01:05–02:20 – Defining vibe coding and its role in legal tech * 02:20–04:00 – Why legal is primed for innovation despite being a late adopter * 04:00–05:20 – Natural language as a bridge between lawyers and AI tools * 05:20–07:10 – Risks of vibe coding: security, compliance, and infrastructure * 07:10–08:50 – Identifying ideal use cases: repetitive, high-volume tasks * 08:50–10:05 – Real-world example: lawyers experimenting with app-building * 10:05–11:40 – Innovation hours inside law firms * 11:40–13:00 – The rise of "shadow AI" and unsanctioned experimentation * 13:00–15:00 – Max's background and entry into legal tech * 15:00–18:00 – What Brighter does and how it integrates AI * 18:00–20:30 – Economic shifts: productized services and new billing models * 20:30–23:00 – New players entering legal tech: investors, founders, consumers * 23:00–25:30 – Access-to-justice opportunities and unmet legal demand * 25:30–28:00 – Best tools, communities, and mindset for vibe coding
Summary In this episode of Adventures in Legal Tech, host Jared Correia sits down with Joe Borstein, CEO and Co-founder of LexFusion, to unpack the evolution of legal technology and what's driving its rapid transformation today.
They explore how law firms are finally embracing structured tech adoption—largely fueled by generative AI—and why this moment feels fundamentally different from past waves of innovation. Joe shares his journey from litigator to legal tech leader, insights on why legal tech companies are thriving, and how AI is expanding—not shrinking—the legal market.
The conversation also dives into emerging trends like managed service organizations (MSOs), private equity in law, and the maturation of the legal tech buying process. Ultimately, Joe argues for a more optimistic future: one where technology enhances legal work, increases access, and creates new opportunities across the industry.
Links & Resources * redcavelegal.com * lexfusion.com
Keywords legal tech generative ai law firms innovation legal industry AI adoption legal startups lexfusion legal transformation legal services automation legal workflows legal ai tools corporate counsel legal operations future of law legal business models msos private equity law firms legal innovation trends.
Episode Highlights (with timestamps)
- 00:00–01:03 – Introduction to the podcast and the episode's core problem: legal tech overwhelm for in-house counsel
- 01:03–02:20 – Framing the challenge: too many tools, not enough clarity or bandwidth
- 02:20–03:16 – Start with identifying pain points before choosing technology
- 03:50–05:45 – Joe Borstein's background: from litigator to legal tech entrepreneur
- 05:45–07:01 – The shift from labor-based services to tech-driven innovation
- 07:01–09:01 – Founding LexFusion and pivoting to advising legal tech companies
- 09:01–10:31 – Growth of legal tech valuations and emergence of billion-dollar companies
- 10:31–12:00 – Generative AI expands the total addressable market for legal services
- 13:12–14:22 – Law firms are finally adopting structured, mature buying processes
- 14:22–16:08 – Why legal tech and law firms are now partners instead of competitors
- 16:08–17:03 – Lower costs per task increase overall legal spending and demand
- 18:27–19:43 – Why AI adoption is different: it's familiar, accessible, and widely used
- 21:55–23:41 – What MSOs are and how they could reshape law firm structures
- 23:41–26:15 – The need for new business models in legal to improve satisfaction and access
- 28:22–30:20 – Legal Week reflections: more focus needed on innovators and builders
Episode Summary In this episode of the Adventures in Legal Tech Podcast, host Jared Correia sits down with attorney Harshita Ganesh to unpack one of the most pressing challenges in modern legal practice: how to responsibly integrate AI into law firms.
Using the case of a new associate eager to implement AI in a resistant firm, the conversation explores the tension between innovation and caution. Harshita shares a practical framework based on her firm's experience, including the creation of an AI committee, slow adoption strategies, and the importance of transparency across teams and clients.
The discussion goes deeper into the unintended consequences of AI adoption—especially for junior associates. From "shadow AI" usage to declining critical thinking skills, Harshita highlights the risks of over-reliance on automation and the importance of preserving foundational legal training.
This episode offers a balanced perspective: AI is neither a threat nor a silver bullet. Instead, its success depends on thoughtful implementation, strong mentorship, and a commitment to ethical practice.
Links & Resources * redcavelegal.com * Environmental, Insurance & Real Estate Defense - Boston, MA CMBG3 Law
Keywords Legal AI AI in law firms Legal technology Shadow AI Law firm management Junior associate training Legal ethics AI policy Legal research tools E-discovery Work-life balance in law Legal innovation AI risk management Critical thinking decline Law firm culture
Episode Highlights 00:00–00:40 – Introduction to the podcast and its mission to solve legal tech challenges
00:00:40–01:20 – The core problem: a new associate wants to implement AI in a resistant firm
01:20–02:03 – Introduction of Harshita Ganesh and her perspective on AI adoption
03:10–04:09 – The real concerns attorneys have about AI in legal workflows
05:07–06:17 – The rise of "shadow AI" and why associates use it under pressure
07:31–08:46 – Risks of AI misuse, including hallucinated cases and legal consequences
10:12–11:13 – Why transparency about AI use is currently lacking in law firms
12:14–13:20 – Examples of AI tools being vetted: Lexis AI and Everlaw
14:31–15:28 – The danger of replacing foundational legal work with AI
16:20–17:40 – The long-term risk: weaker lawyers due to over-reliance on AI
17:40–18:53 – New roles emerging in law firms (AI compliance, legal data analysts)
20:15–21:34 – The decline of critical thinking in law students
21:34–22:52 – How AI is changing learning habits and reducing information retention
24:08–25:21 – AI bias and its impact on legal reasoning
25:21–26:44 – Accountability in AI usage: lawyers remain fully responsible
28:07–29:20 – Practical use cases for AI (e.g., document review) vs. risky applications
30:33–31:33 – The role of mentorship and firm culture in responsible AI adoption
33:17–34:30 – Building trust between partners and associates
35:20–37:06 – Closing thoughts and a lighthearted discussion on favorite cities
EPISODE SUMMARY In this episode of Adventures in Legal Tech, host Jared Correia tackles one of the most persistent frustrations in modern law practice: balancing cybersecurity requirements with everyday usability.
Using a fictional law firm scenario, the discussion explores how attorneys can safeguard confidential client information without sacrificing productivity or creating unnecessary workflow friction.
Guest Mike Maschke, President and CEO of Sensei Enterprises, breaks down practical cybersecurity strategies tailored for law firms, explaining why resistance to security tools often stems from misunderstanding rather than actual inconvenience.
The conversation covers essential topics including multi-factor authentication, encrypted communication, compliance frameworks, AI governance, change management, and emerging cybersecurity trends shaping the legal industry.
Rather than presenting cybersecurity as a technical burden, the episode reframes it as a strategic business function — one that protects firms, clients, and long-term operational stability.
LINKS & RESOURCES redcavelegal.comsenseient.com
mmaschke@senseient.com
KEYWORDS
Legal cybersecurity Law firm data protection Cybersecurity for lawyers Multi-factor authentication law firms Encrypted email legal practice Legal tech security compliance Law firm cybersecurity policy AI governance for law firms Legal technology risk management Cloud security law firms Zero trust security model Legal compliance cybersecurity Law firm IT strategy Change management legal tech Cyber insurance requirements Legal data privacy AI policy law firms Legal practice cybersecurity best practices
EPISODE HIGHLIGHTS 00:00–01:15 – Introducing a new approach to solving legal tech problems 01:15–01:49 – The core challenge: security vs convenience in law firms 01:49–03:28 – Why cybersecurity adoption has historically been slow in legal 03:28–04:18 – Multi-factor authentication myths and realities 04:18–04:58 – Why lawyers resist security measures 04:58–06:29 – Email encryption and protecting sensitive client data 06:29–07:13 – Legacy email habits and evolving communication risks 07:13–09:37 – Compliance requirements across state, federal, and industry rules 09:37–10:45 – Productivity concerns when implementing cybersecurity controls 10:45–12:25 – Change management strategies for technology adoption 12:25–13:37 – Why law firms struggle with operational change 13:37–14:48 – Planning technology decisions three to five years ahead 14:48–15:50 – Transition into AI discussions and industry hype 15:50–16:49 – Risks of unstructured AI adoption ("shadow AI") 16:49–20:21 – Building firm-wide AI policies and governance frameworks 20:21–20:55 – Creating formal AI usage policies for law firms 20:55–22:16 – Early adoption of AI automation workflows 22:16–23:15 – Automating legal processes using AI integrations 23:15–25:41 – Future legal tech trends beyond AI hype 25:41–26:55 – Zero Trust security explained simply 26:55–28:55 – Proactive cybersecurity monitoring and incident response 28:55–31:07 – Building collaborative relationships with IT vendors 31:07–32:56 – Leadership transition lessons from Sensei Enterprises 32:56–33:28 – Episode wrap-up and key takeaways
EPISODE SUMMARY In this episode of Adventures in Legal Tech, host Jared Correia speaks with John Pothier, managing partner at Embedded Counsel, about one of the most common challenges lawyers face: launching a law firm without understanding technology.
Using the fictional scenario of an in-house attorney ready to go solo but overwhelmed by tech decisions, the conversation breaks down the essential systems, tools, and strategic choices lawyers actually need when starting a modern practice.
Rather than focusing on flashy software, the discussion emphasizes practical foundations — collaboration tools, workflow management, AI adoption, pricing models, marketing experimentation, and the realities of transitioning from in-house counsel to entrepreneurship.
The episode also explores:
- Why Google Workspace may outperform traditional setups for small firms
- How cloud technology has lowered the barrier to starting a law practice
- The evolving role of AI in legal workflows
- Subscription and flat-fee pricing models replacing hourly billing
- Marketing experimentation and networking as growth drivers
- Burnout risks in in-house roles and the motivation to go independent
- Building partnerships and fractional legal services practices
LINKS & RESOURCES redcavelegal.comembeddedcounsel.com
john.pothier@embeddedcounsel.com
KEYWORDS Legal tech for startups Starting a law firm Legal technology stack Google Workspace for lawyers Law firm technology basics Fractional general counsel Flat fee legal pricing Subscription legal services AI for lawyers Legal research technology Cloud law practice Legal entrepreneurship In-house counsel transition Law firm marketing strategy Legal networking Practice management tools Law firm automation Legal business development
EPISODE HIGHLIGHTS 00:00–01:14 - Introducing a new approach to legal tech conversations 01:14–02:23 - The problem: starting a firm with zero technology knowledge 02:23–03:13 - Why Google Workspace became the foundation of a modern law firm 03:13–04:01 - Microsoft vs Google ecosystems and integration simplicity 04:01–05:11 - Project management challenges in legal practice tools 05:11–06:14 - AI tools lawyers are experimenting with today 06:14–06:57 - Guardrails and risks when using general AI platforms 06:57–07:24 - Cloud technology lowering startup costs for law firms 07:24–08:19 - The minimal tech stack needed to launch a practice 08:19–09:12 - John Pothier's unconventional path into law 09:12–10:08 - Entrepreneurship before traditional legal careers 10:08–11:10 - The reality of working as in-house counsel 11:10–12:19 - Burnout, workload pressure, and limited time off 12:19–13:41 - Why lawyers leave stable roles to start firms 13:41–15:00 - Choosing the right business partner in legal practice 15:00–17:00 - Balancing entrepreneurship with family life and risk 17:00–19:24 - Designing pricing models without industry transparency 19:24–20:37 - Flat fee vs hourly billing and client psychology 20:37–22:30 - The rise of fractional legal services 22:30–23:26 - Marketing experiments that didn't work 23:26–24:47 - Networking as the most reliable growth strategy 24:47–26:22 - Lessons learned from running AI-driven marketing ads 26:22–28:26 - Professional development while managing a law firm
Summary
Tune into "Adventures in Legaltech" for an engaging talk with Caspar Roxburgh, GM of Draftable. Discover how to tackle the infamous Word doc track changes mishap, get insights on law firm tech overload solutions, and explore fresh paths in legal technology innovation. 📄🎙️.
Episode Highlights
00:05:45 - Introduction to Colin's vexing problem: missing track changes.
00:07:44 -Options for document comparison in legal tech.
00:10:18 - Caspar's transition from product team to general management.
00:13:43 - The importance of customer feedback in product development.
00:16:40 - Caspar's unexpected journey from agriculture to legal tech.
00:19:57 - Tech overload in law firms and renewal cycles explained.
00:24:58 - Balancing off-the-shelf solutions versus building bespoke tools.
00:28:35 - Navigating pricing and honest cost structures in legal software.
Episode Resources
Resources mentioned in the podcast:
www.redcavelegal.com
www.draftable.com
Binge Thinking
Keywords
- Adventures in Legaltech
- Legaltech conversations
- Technology issues
- Law practice technology
- Red Cave Law Firm Consulting
- Legal software solutions
- Document comparison software
- Draftable
- Legal tech commentary
- Real estate, banking, finance, M&A
- Podcast professional
- Vibe coding
- AI in legal tech
- Vendor-law firm relationship
- Legal tech automation
- Law firm tech overload
- Software renewal cycles
- Legal tech pricing
- AI technology features
I spoke with a solo attorney, who gets a heck of a lot done in her unique practice niche, by leveraging AI + business planning.
Episode Highlights
02:12 - Overwhelming AI solutions in law.
03:56 - Jess Birken recommends note-taking AI.
04:48 - Fathom: AI for virtual meetings.
06:31 - Flat fees vs. hourly billing for AI efficiency.
07:25 - AI in competitive practice areas.
08:55 - Using AI for marketing in law.
12:50 - The rise of podcasting for marketing.
16:05 - Transition to nonprofit law.
18:41 - Vetting AI tools for legal use.
21:00 - Balancing innovation with caution in AI.
23:48 - Prioritizing intentions over rigid plans.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jess Birken
- https://birkenlaw.com/
- jess@birkenlaw.com
I talked with an attorney who owns a law firm and real estate closing company about how he grew his organizations using acquisition as a tool, as well as about how the firm has stayed on track by adopting modern technology.
Episode Highlights
01:04 - Commitment to actionable insights.
02:05 - Creating a fun workplace culture.
06:22 - Impact of culture and dynamics.
07:39 - Using unexpected initiatives.
10:57 - Decision-making and organizational charts.
13:35 - Featuring the human side of business with events.
17:33 - Approach to business and acquisitions.
19:12 - Opportunities in legal and closing business models.
27:17 - Decision on adopting Qualia for business.
31:43 - Using AI in legal practices.
34:35 - Future for lawyers in AI integration.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jack O'Donohue
- https://touchstoneclosing.com/
- https://touchstonelawoffices.com/
- https://www.youtube.com/@DonutDigest
- jodonohue@touchstoneclosing.com
I spoke with a senior paralegal about best practice tips for intake + client service.
Episode Highlights
02:45 - Automations in CRM to filter conversations.
04:04 - The "CRM as ATM" concept for law firms.
06:13 - The importance of cultural responsiveness in client communication.
07:46 - The value of short, effective intake forms.
11:03 - Benefits of outsourcing roles in firms.
12:56 - Effective use of answering services.
16:13 - Importance of metrics and lead tracking.
19:45 - Training clients for law firm communication expectations.
22:15 - Simplifying software usage in law firms.
25:01 - Exploring artificial intelligence in legal practices.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Vanessa Reynolds
- gmrodriguezlaw.com
- vanessa@gmrodriguezlaw.com
I spoke with a lawyer, developer, educator & data scientist about how AI is disrupting law practice & legal education.
Episode Highlights
03:33 - AI revolution challenge for law firms.
05:57 - What is agentic AI?
11:41 - Custom GPTs in practice.
19:52 - Bias in AI and its implications.
25:52 - Tackling AI fairness and justice.
32:57 - Star Trek’s predictive view on AI.
36:01 - The concept of P-Doom.
45:20 - Role-playing in AI and law education.
48:30 - The promise of AI in education.
54:41 - Legal students’ interaction with AI tools.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with David Colarusso
- https://suffolklitlab.org/
- https://lawrpg.org/
- dcolarusso@suffolk.edu
I spoke with Jordan Furlong, of Law21, a legal futurist, about what impact AI is having (and, will have) on lawyers.
Episode Highlights
04:51 - Large language models and ChatGPT in law.
05:39 - General-purpose technology’s ubiquity.
07:39 - The empowerment potential of AI.
09:57 - Rethinking legal tasks and roles.
16:59 - AI adoption in law firms: Challenges and opportunities.
19:04 - Billable hours and changing legal pricing.
37:11 - Law21 consulting focus: Adaptation in legal services.
39:59 - The need for legal industry transformation.
54:12 - Reflecting on societal and historical responsibilities.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jordan Furlong
- jordan@law21.ca
- https://www.law21.ca/
I spoke with a consultant who builds document automation tools for private law firms & legal aid agencies, among others.
Episode Highlights
01:21 - Problem of slow document generation.
03:10 - Automating documents with DocAssemble.
07:11 - Open source vs. commercial software.
08:52 - Potential and barriers of document automation.
11:01 - Challenges in automating complex documents.
12:02 - Logic and formatting complexity.
14:09 - Customization in legal tech.
15:51 - Impact of budget cuts on Legal Services Corporation.
16:52 - Legal aid’s critical role for community stability.
18:56 - AI’s impact on the legal intake process.
20:14 - AI tools for legal outreach.
22:16 - Environmental concerns regarding AI.
23:52 - Upcoming legal innovation conference in Boston.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Quinten Steenhuis
- https://lemmalegal.com/
- https://suffolklitlab.org/
- qsteenhuis@gmail.com
I spoke to a member of a legaltech implementation & customization firm - the former owner & the new owner, as we spoke about the state of legal software & AI.
Episode Highlights
03:29 - Donna and Jackie offer tech solutions.
04:01 - Importance of customized tech stacks.
06:01 - Evolution from limited to vast legal tech.
09:17 - Jackie on internal transitions and recruitment.
11:48 - The growing allure of Oklahoma City.
14:44 - Shift towards alternative legal billing.
20:51 - AI’s role in law firm billing discussions.
25:15 - Automation’s impact on billing approvals.
29:37 - Consolidation trends in Legal Tech.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Donna Brown and Jaclyn McDuffey
- https://www.beyondsquareone.com/
I spoke with a business attorney who works for corporations and handles crisis litigation about his practice.
Episode Highlights
03:06 - Importance of technology in managing court deadlines.
06:43 - Evolution and significance of docket calendaring.
08:52 - Insights into selecting travel bags for lawyers.
09:36 - Recommendations for travel gadgets and mice.
10:28 - Sports memorabilia collecting insights.
12:07 - Favorite sports memorabilia pieces.
14:05 - Concept of crisis litigation explained.
17:11 - Handling chaotic legal situations.
19:07 - Working with corporations and honest communication.
21:37 - Key to maintaining lawyer-client relationships.
23:14 - Personal management style advice for lawyers.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Adam Hersh
- https://bluechip.law/ourteam/adam-hersh/
I talked with my guest about adopting and managing legal technology with an eye toward law firm ethics.
Episode Highlights
03:51 - Essential Legal Tech Tools
06:00 - Vendor Partnership Program at alps
06:51 - Wire Fraud and Its Risks
07:59 - Deepfake Scams in Transactions
09:23 - Technology Integration Challenges
10:05 - Importance of Tech Training
13:23 - Tech Adoption Barriers for Lawyers
15:28 - Vetting Tech Vendors for Security
18:11 - Younger Lawyers and Tech Challenges
19:29 - Importance of Processes and Workflows
20:47 - Vetting Software for Risk Reduction
25:51 - Selecting Malpractice Insurance
27:59 - Necessity of Cyber Insurance
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Rio Laine
- https://www.alpsinsurance.com/
I spoke with a long-time employee of LexisNexis, about where AI search is, and where it's going.
Episode Highlights
02:51 - Google or general AI tools vs. Lexis AI for legal research.
03:53 - Generative AI assistant “Protege” by LexisNexis.
05:08 - Lexis Plus AI’s approach to addressing hallucinations.
09:08 - Evolution of legal tech over the years.
10:32 - Legal industry’s AI adoption increases.
12:14 - Simon’s personal journey at LexisNexis since 1999.
18:28 - Importance of user-focused AI tools at LexisNexis.
20:03 - AI-driven workflow strategies in legal research.
24:09 - Less known Lexis features: Search-tree explanation.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Simon Weierman
- https://www.linkedin.com/in/simonweierman/
I spoke with a lawyer and clinical law professor about the impact of AI in the deposition space & elsewhere in legal.
Episode Highlights
05:02 - Frictionless deposition process with AI.
08:48 - Educating lawyers beyond law school.
11:50 - Introducing Transcript Genius: AI in depositions.
16:13 - AI’s potential to revolutionize legal education.
21:08 - Balancing traditional skills and AI enhancement.
25:25 - Next-gen law firms empowered by AI.
29:39 - The future impact of AI on the legal industry.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joe Stephens
- https://steno.com/
I spoke with a legaltech consulting veteran, who has lots of thoughts about the current state of technology implementation in law firms + how AI is changing the way attorneys operate.
Episode Highlights
02:00 - Effective solutions for technology issues.
05:35 - Solo attorney overwhelmed by marketing success.
06:09 - Embracing AI before hiring staff.
07:40 - Advancing legal tech adoption.
09:23 - Big firm inefficiencies as a small firm advantage.
10:56 - Past the paperless office era.
12:19 - The significance of the cloud for AI advancement.
14:00 - Encouragement to explore beyond generative AI.
16:34 - Custom GPTs for tailored tasks.
18:17 - Perspective on cruises and travel.
20:15 - Utilizing smartphones to the fullest.
23:22 - Psychology of technology resistance.
25:29 - Disciplined technology adoption.
28:00 - Digital nomad lifestyle for lawyers.
30:15 - Importance of password managers.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Ernie Svenson
- https://ernietheattorney.net/
- https://www.linkedin.com/in/ernieattorney/
I spoke with an attorney who aggressively implements AI in his law firm, and teaches other lawyers to do the same.
Highlights
09:03 - AI and Prompt Engineering
18:46 - Perplexity and AI Search Engine
21:03 - Perplexity Partners with Legal Zoom
24:02 - Federal Regulations on AI
28:36 - Tools to Start with AI in Legal Practice
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Josh Noffke
- https://www.brasstacksai.com/
- https://www.linkedin.com/in/joshnoffke/
I talked with an expert in the space about how law firms adopt and customize or transition between case management software.
Highlights
02:07 - Importance of addressing people and technology roadblocks.
03:10 - Modern to modern case management transition.
06:56 - The role of bookkeepers as roadblocks.
11:13 - Addressing partners who resist tech adoption.
15:50 - The critical first step in evaluating software.
17:45 - Adriana’s unexpected journey into owning a perfume shop.
24:25 - Increasing efficiency with case management systems.
26:32 - The necessity of using Microsoft 365 and Copilot.
31:33 - Exploring new PDF tools with Adobe AI.
35:39 - Integrating AI smartly into legal practices.
36:47 - The potential of AI for administrative tasks.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Adriana Linares
- https://www.lawtechpartners.com/
- https://madameaucoinperfume.com/
- https://madameaucoinperfume.com/
I talked with an expert on managed IT services for law firms about the state of the industry.
Episode Highlights
04:02 - The emergence of managed service providers.
05:02 - Affordable tech solutions for law firms.
06:39 - Three essential aspects of law firm tech: functionality, accessibility, security.
07:59 - Legal industry survey insights.
09:19 - Law firms’ cautious adoption of AI.
12:39 - Irish cultural discussion: Playwrights and sports.
13:56 - Description of the sport of Hurling.
17:39 - Importance of strategic IT planning for law firms.
21:40 - Encouragement for proactive IT management.
27:07 - AI in managed service providers.
31:41 - Creating policies around AI use in law firms.
35:39 - Growing risks of cybersecurity due to AI advances.
39:49 - Current investments in cybersecurity.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Darragh Fitzpatrick
- https://www.tabush.com/
- https://www.linkedin.com/in/darraghfitzpatrick/
I spoke with the founder of a document assembly program about the latest software upgrades in the space.
Episode Highlights
05:40 - Eric Burdon’s document drafting woes
09:47 - Genesis of Office and Dragons
18:52 - Importance of tailored document automation
21:22 - Limitations and role of AI in law
23:30 - Ensuring accuracy with AI-assisted processes
28:17 - Future of document assembly and legal tech
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Samuel Smolkin
- sam@officeanddragons.com
- https://www.officeanddragons.com/
- https://www.litera.com/
I talked with an implementation consultant about how to best leverage your law firm CRM.
Episode Highlights
03:32 - Wendy Wylde’s approach to problem-solving.
05:26 - Transition from Lawmatics to independence.
06:33 - From chemistry teacher to legal tech consultant.
09:36 - Importance of starting with simple automations.
11:02 - Overcoming resistance to automation in law firms.
13:47 - Documenting processes for a predictable outcome.
16:46 - The significance of CRMs for law firms.
19:04 - Using data for better firm reporting.
21:40 - Business versus legal-specific CRMs.
23:35 - Standard operating procedures as business assets.
25:05 - Potential AI innovations in CRMs.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Wendy Wylde
- https://www.linkedin.com/in/wendy-wylde/
- https://matterflowadvisors.com/
I spoke with an attorney about how AI is changing, and will continue to change, the practice of law.
Episode Highlights 03:29 - Trust issues with AI at law firms. 05:50 - Tribal law insights. 08:36 - AI in law: Career impact. 11:06 - Challenges of upskilling with AI. 14:10 - Data preparation importance. 18:34 - Dangers of premature regulation. 23:18 - AI agents in legal practice. 26:41 - Potential destabilization by AI.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Justin Cary
- https://dwmlaw.com/
- JCary@dwmlaw.com
- https://dwmlaw.com/profile/justin-b-cary/
I spoke with a personal injury attorney, who has started a technology-first law practice.
Episode Highlights 04:26 - Discussion on AI tools for document referencing. 07:00 - Rob discusses starting a successful law practice. 10:28 - Experimenting with legal tech as a new law firm. 11:59 - Efficient management of PI medical records. 13:34 - Use of AI in settlement demands. 16:10 - Deposition software evolution. 20:46 - Market opportunity for case strength analysis software. 22:32 - Discussion on managing practice in different states.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Rob Hartigan
- https://lionhartlaw.com/
I spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage.
Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kim Bookout
- kbookout@opus2.com
- https://www.opus2.com/
- https://www.linkedin.com/in/kim-bookout-496a8193/
I talked with a legaltech journalist about the many ways in which artificial intelligence will impact the legal vertical.
Episode Highlights 01:04 - Unique tech solutions for law firms. 01:43 - Generative AI’s impact on law practice. 03:00 - Stephen Embry joins as guest expert. 05:55 - Threat to the traditional law firm model. 09:40 - Shifting from billable hours to value-based fees. 14:51 - Tech Law Crossroads blog origin. 18:19 - Stephen’s South by Southwest experience. 21:08 - Valuing law work by outcome, not hours. 24:14 - Law automation: Replacing non-productive work. 27:40 - The challenge of AI in trial law.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Stephen Embry
- https://www.techlawcrossroads.com/
I talked with an expert in the space about how to create + keep updated a law firm website.
Episode Highlights
01:21 - Real-life law firm scenarios. 02:04 - Building and maintaining law firm websites. 05:50 - Subscription model for websites. 06:56 - Website as a service (WaaS) strategy. 07:50 - Transitioning from trades to tech. 13:03 - Modern website design trends. 15:08 - Dealing with outdated websites. 16:12 - AI’s impact on SEO and content quality. 18:59 - The shift to quality content emphasis. 20:39 - AI in automating client onboarding. 25:11 - Convincing skeptics of AI benefits. 27:55 - Importance of personal branding online. 31:50 - Ensuring website security and compliance.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Michael Pratt
- michael@execuservices.net
- https://getwaas.io/
I spoke with general counsel and a legal operations professional about how those two disparate sets of professionals can work better together!
Episode Highlights
04:22 - Miscommunication: every problem looks like a nail. 06:06 - Bridging gaps with strategic operations. 18:36 - Origin story of Link and L Suite. 28:50 - Reality check: Legal Ops vs tools mismatch. 37:36 - AI’s seismic impact in legal operations. 41:06 - Legal professionals’ growing interest in AI tools. 42:04 - Changing attitudes towards AI in law. 44:42 - Empathy and networking as keys to success.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Stephanie Corey and Shaun Sethna
- stephanie.corey@uplevelops.com
- shaun.sethna@lsuite.co
- https://uplevelops.com/
- https://www.lsuite.co/
- https://linkforlegal.com/
I spoke with two experts in the legaltech space about the value of unified software platforms for attorneys.
Episode Highlights 03:17 - Overwhelmed by numerous tech solutions. 05:09 - Impact of AI on tech-business convergence. 06:06 - The cable-cutting analogy for software solutions. 07:16 - Merging law firms’ tech stacks. 08:54 - Change management: making tough decisions proactively. 10:29 - Humor on leap year births. 16:57 - Data silos in law firms and inefficiency. 18:02 - Email is not a storage solution. 20:02 - Importance of auditing tech tool usage. 21:54 - Importance of tool adoption and training across generations. 24:20 - Evaluation process when choosing a unified software platform. 31:34 - Potential of diffusion models for AI in legal tech. 37:06 - AI’s power is maximized within a platform. 38:11 - Legal tech should enhance predictability and efficiency.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Cain Elliott and Keegan Chapman
- https://www.filevine.com/
- cainelliott@filevine.com
- keeganchapman@filevine.com
I spoke with an expert in the contract lifecycle management software space, about how the software helps lawyers.
Episode Highlights 02:52 - Problem of the Week: Missing Contract Deadlines 04:43 - Guest Introduction: Kristen Riviello 05:49 - Automating the Contract Process 07:54 - Definition: Contract Lifecycle Management 09:55 - Importance of Post-Contract Execution Management 11:34 - Benefits of Contract Management Software 16:00 - Integration with Other Tools 22:19 - Adoption of Automation in Law Firms 26:44 - Impact of Artificial Intelligence in Contract Management 33:40 - Developing AI Features for Contract Management 35:57 - Chatbots and AI: Enhancing Legal Processes
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kristin Riviello
- https://www.cobblestonesoftware.com/
- https://www.linkedin.com/in/kristin-riviello/
I talked with a legal marketer about the impacts of artificial intelligence on law practices in the coming year.
Episode Highlights 05:50 - Coldest temperatures experienced 07:30 - Exploring the lawyer’s brain 10:05 - Overcoming aversion to tech change 12:32 - Modular law practice management 15:20 - AI vs. traditional billing methods 17:25 - Younger lawyers lean alternative billing 20:47 - ROI calculator for AI efficiency 24:54 - AI as a client expectation 26:17 - Customizing client-lawyer communication with AI 30:15 - AI impacting talent recruitment at firms 34:40 - Developing training programs for AI 36:20 - Need for AI training in law schools 38:38 - Brain chemistry and learning from mistakes 44:20 - Hallucinations in AI: a caution 45:10 - How lawyers can mitigate AI risk 48:55 - Cultural shift towards AI in law firms 55:40 - AI transformation of document management
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Franklyn Jones
- franklyn@rizeware.com
- https://rizeware.com/leadership/
For the twelfth & final episode of our special series with ProfitSolv, we've got a Festivus extravaganza, with all the fixin's. But, don't worry - we found a way to smuggle in some legaltech & law firm management talk! So, get some hot chocolate & snuggle up to this very special podcast episode.
Featuring guest host Joyce Brafford & guest Scott Clasen, both of ProfitSolv.
[SPONSORED BY TIMESOLV]
Episode Highlights 00:15 - Legal Tech Adoption Challenges 02:12 - ProfitSolv! Product Line Overview 04:47 - Festivus Origins and Seinfeld Reference 18:52 - Importance of Software Testing Before Deployment 20:10 - Challenges with Onboarding and Software Adoption 22:58 - Underutilized Tools: Workflow and Process Automation 24:15 - Effective Use of Legal Accounting Features 31:24 - Law Firm Collection Practices and Soft Collections 36:20 - Making Credit Card Acceptances Common in Firms 38:40 - Recommended TimeSolv Features: Project Management
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford and Scott Clasen
- joyce.brafford@profitsolv.com
- scott.clasen@profitsolv.com
- https://www.profitsolv.com/
- https://www.timesolv.com/
I spoke with a bar association executive about reading works of fiction & how her state bar serves attorney members.
Episode Highlights 03:38 - Kim Velk’s role at Vermont Bar Association. 04:53 - Snowy Vermont weather experience. 06:08 - Transition from practicing lawyer to education role. 08:15 - Importance of reading for relaxation and communication. 11:12 - Discovering and enjoying Hilary Mantel’s historical fiction. 12:44 - Discussing historical fiction and its appeal. 16:55 - Kim’s favorite authors and books. 18:11 - Bookstore vs. online book buying. 21:07 - Discussing current projects at Vermont Bar Association. 24:48 - Technology and AI education at bar associations. 27:15 - Low volume in media on technology discussions lately.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kim Velk
- kvelk@vtbar.org
- https://www.vtbar.org/
I spoke with a law firm marketing expert about how to build a marketing program for the upcoming year.
Episode Highlights 01:14 - Legal marketing rebuilding. 01:32 - Introducing Gyi Tsakalakis. 05:55 - Favorite Christmas gift memory. 07:00 - Importance of annual planning for law firms. 09:08 - Metrics and law firm identity. 10:32 - Affinity audiences explained. 11:30 - Google de-indexing explanation. 13:13 - AI impacting search results. 15:30 - Google’s AI challenges. 16:50 - Strategy for AI content placement. 19:50 - Rise of AI search engines. 23:15 - Importance of brand vs. direct response. 26:10 - CRM’s role in marketing. 28:05 - Owning your marketing data. 30:38 - Practicing gratitude daily.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Gyi Tsakalakis
- gt@attorneysync.com
- https://www.attorneysync.com/
- https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/
For the eleventh episode of our special series with ProfitSolv, we talk about the usefulness of dashboards in modern software - including how law firms can deploy them to effectively and regularly surface practice data, alongside ProfitSolv’s Joyce Brafford & Cosmolex's JD Robinson.
[SPONSORED BY COSMOLEX]
Episode Highlights 44:41 - Importance of dashboard flexibility and customization. 49:00 - Financial metrics and productivity insights. 53:36 - Key challenges firms face in capturing data. 53:41 - Role of passive time tracking for time capture. 01:16:03 - Next-gen tools in ProfitSolv’s lineup.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford and JD Robinson
- joyce.brafford@profitsolv.com
- jon.robinson@profitsolv.com
- https://www.cosmolex.com/
- https://www.profitsolv.com/
I spoke with a construction lawyer, who built his niche practice, with shrewd moves around marketing, hiring & technology.
Episode Highlights 04:25 - Chris Strang’s origin as a New York Jets fan. 05:54 - Most traumatic Jets moment: Vinnie Testaverde injury. 06:25 - Best Jets moment: Beating the Patriots in 2011. 09:05 - Chris Strang: Mastering personal networking. 13:07 - Critical view on lawyer referral sites. 18:13 - Post-pandemic changes in commercial office space. 19:56 - Importance of proactive hiring strategies. 23:54 - Challenges with current legal technology. 27:02 - Chris’ love for bourbon and recommendations.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Chris Strang
- cstrang@strangscott.com
- https://www.strangscott.com/
I talked to a lawyer who launched a law firm with lesser-known technology, and a unique practice mix.
Episode Highlights 03:06 - Thanksgiving food dislikes. 05:13 - Faith Alvarez’s legal career journey. 09:12 - Launching a business during a recession. 11:17 - Challenges as a state prosecutor. 12:49 - Transitioning to personal injury law. 16:01 - Wise business strategy advice. 21:28 - Hiring flexible, part-time staff. 25:01 - Using social media for firm marketing. 28:36 - Innovative use of CRM technology. 30:07 - Community engagement and outreach. 32:36 - The Lady Justice Foundation. 35:26 - Future growth plans for the firm.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Faith Alvarez
- faith@faithalvarez.com
- https://faithalvarez.com/
I talked with an IP attorney about how he started & grew his law firm.
Episode Highlights 01:01 - How to build a successful IP law firm. 02:17 - Favorite fall activity: apple picking. 05:50 - Journey into trademark law amidst economic downturns. 12:26 - The pivotal role of vision boards and focus. 15:20 - Leveraging technology like Alt Legal for firm management. 18:09 - Hiring talent globally with virtual structures. 24:26 - Exciting client roster with pop culture links. 27:01 - Marketing with pop culture references. 29:40 - Reflecting on childhood interests shaping career.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Scott Sisun
- scott@sisunlaw.com
- https://www.sisunlaw.com/
For the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively.
[SPONSORED BY ROCKETMATTER]
Episode Highlights 15:41 - Introducing the “Sticklefish” metaphor for work. 39:26 - Brooke’s five essential AR puzzle pieces. 58:53 - Discussing individualized law firm metrics. 1:04:39 - Customizable dashboards for law firms.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford and Brooke Lively
- joyce.brafford@profitsolv.com
- brooke@cathcap.com
- https://cathcap.com/
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
I talked with an immigration attorney who executed a plan to grow her law firm from a solo practice.
Episode Highlights 01:08 - Revamping an immigration law firm. 03:39 - Favorite cold-weather drinks. 06:06 - Transition from nonprofit to for-profit law. 07:52 - The influence of “the patriarchy” in career decisions. 10:33 - Challenges of constructing a work-life balance with a partner. 13:10 - The journey from solo practice to a larger firm. 14:59 - Importance of team and roles in firm expansion. 19:59 - Decision to rebrand and create a new website. 22:12 - Transitioning from lawyer to business owner. 25:41 - Selecting the right technology tools for law practice.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Ellen Sullivan
- ellen@cambridgeimmigrationlaw.com
- https://cambridgeimmigrationlaw.com/
We explored the viability of contract lifecycle management software in the legal space, including AI features and integrations.
Episode Highlights 18:00 - Expansion beyond legal teams. 24:00 - AI’s role in contract management. 30:00 - Automatic redlining feature. 36:00 - Importance of integration. 49:00 - Generative AI’s potential and limits.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kristin Riviello
- http://cobblestonesoftware.com/
- https://www.linkedin.com/in/kristin-riviello
For the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights 10:41 - Challenges Lawyers Face with Money. 12:00 - Importance of Fee Schedules for Lawyers. 14:30 - Engagement Agreements as Client Relationships. 19:52 - Need for Passive Timekeeping. 27:40 - Technology Platforms for Law Firms. 31:43 - Effective Use of Software for Lawyers. 37:11 - Comprehensive Marketing Plans for Legal Practice. 40:36 - CRM’s Role in Legal Marketing.
- Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- joyce.brafford@profitsolv.com
- https://www.profitsolv.com/
- https://www.timesolv.com/
I talked with an expert in the space about how to utilize and implement AI to use more effectively generate and manage law firm documents.
Episode Highlights 10:55 - AI-related skills for lawyers. 13:30 - Importance of prompt building. 16:15 - Comparison to Lexis and Westlaw innovations. 19:45 - Necessity of AI usage policies in law firms. 24:05 - Security protocols for AI use in law firms. 28:00 - Client-driven demand for AI. 32:15 - AI’s potential impact on legal professionals’ workload and efficiency. 36:50 - Document management systems’ role in AI integration. 38:00 - Benefits of a metadata-enriched environment. 43:20 - Workflow automation for repetitive tasks. 46:00 - Positive outcomes from AI adoption in legal fields.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jennifer Poon
- https://www.netdocuments.com/
- https://www.linkedin.com/in/jennifer-poon-4638392a/
I spoke with legendary solo & small firm lawyer advocate Carolyn Elefant, about how solo practice has changed, how attorneys should be using AI & how ethics rules may be holding them back + the impact of women-owned law firms in the legal ecosystem.
Episode Highlights 13:08 - Discussion on the complexities and training required for energy regulatory work. 14:11 - Evolution and challenges of running a solo practice in the energy sector. 19:32 - Reflection on how starting a firm provided control and flexibility, especially for women. 26:20 - Innovations brought by solo and small firm practices through technology. 28:10 - Elevated importance of entrepreneurial skills in legal practice. 30:45 - The impact of women-owned firms on the legal ecosystem and work culture. 35:00 - Advocacy for better models in law practice to support women in leadership roles. 39:46 - Legal tech revolution: Professionalization of solo and small firms through technology. 41:59 - Role of AI in enhancing legal work efficiency and managing tasks. 45:39 - Practical barriers preventing lawyers from adopting AI tools. 48:33 - Discussion on current bar rules around AI ethics and the limitations they impose. 53:10 - Future outlook: Increased handling of marginal cases and higher quality services through AI.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Carolyn Elefant
- https://lawofficesofcarolynelefant.com/
- https://myshingle.com/
For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!)
[SPONSORED BY COSMOLEX]
Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pick: Oklahoma octopus legend. 13:10 - Jared’s clue for software trouble: frustration triggers. 13:52 - Reason for frustration: pricey, slow, ineffective software. 16:20 - Role of consultants in smooth transitions. 20:40 - Indicators for needing new software. 23:15 - Consulting specialists ease transitions. 25:39 - Importance of testing and transparency in software rollout. 31:30 - Unified firm involvement for better buy-in. 38:39 - Relevant software integrations matter.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford and Donna Brown
- joyce.brafford@profitsolv.com
- dbrown@beyondsquareone.com
- https://www.profitsolv.com/
- https://www.cosmolex.com/
- http://beyondsquareone.com/
I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence.
Episode Highlights 09:36 - Impact of AI on Google Ads. 14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire Interactive. 40:14 - Importance of Proper Conversion Tracking on Google Ads. 57:00 - Setting Up Effective Landing Pages for Higher Conversion Rates. 1:15:00 - Overview of Automated Campaigns and AI in Google Ads. 1:33:40 - Potential Ethical Violations with AI-Generated Ad Copies.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Desire’e Martinelli
- https://esquireinteractive.com/
I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better.
Episode Highlights 09:40 - Starting a law practice right out of law school. 13:13 - Importance of mentorship and professional organizations for solo practitioners. 14:52 - Experimenting with legal tech: Practice management software. 17:20 - The importance of choosing the right practice management software. 21:36 - Direct vs. indirect software integrations. 26:14 - Benefits of owning office space vs. leasing. 28:50 - Marketing strategies for a new law practice. 34:39 - Leveraging Google Reviews for law practice growth. 37:47 - Collaboration with a marketing agency.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Manny Gonzalez
- e@gonzalezlegaloffice.com
- https://gonzalezlegaloffice.com/
- https://www.mycase.com/
- https://www.docketwise.com/
- https://www.lawpay.com/
- https://www.startingoutsolo.com/
For the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.)
[SPONSORED BY ROCKETMATTER]
Episode Highlights 32:00 - Modern payment systems for law firms. 33:40 - Discussion on accepting cash and challenges associated with it. 35:30 - Taking payments by check and associated security risks. 39:00 - Benefits of ACH (Automated Clearing House) payments for law firms. 41:30 - Credit vs. Debit card payments - understanding fee dynamics. 45:00 - Concept of Integrated Payment Solutions. 50:00 - Real-life example of payment inconvenience affecting business. 54:30 - Importance of PCI (Payment Card Industry) compliance. 57:45 - Ethics of accepting cryptocurrency payments in legal practice. 1:05:30 - Automation in payment processes - setting up alerts and payment plans. 1:08:30 - Benefits of integrated reporting systems in legal practice management. 1:12:00 - The significance of maintaining and updating a law firm’s website.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford and TJ Kerr
- joyce.brafford@profitsolv.com
- tj.kerr@profitsolv.com
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so.
Episode Highlights 03:35 - Rachael shares lesser-known tourist tips for Washington D.C. 05:55 - Best D.C. monument views from the Post Office Pavilion. 10:20 - Rachael’s strategy to avoid Above the Law during Summer Associate events. 13:00 - Rachael’s founder story - from recruiting to professional development. 15:50 - Creating software during the pandemic for handling feedback in law firms. 26:35 - Overview of professional development tech tools and companies. 30:19 - Addressing generational communication challenges in law firms.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Rachael Bosch
- https://fringepd.com/
- https://start.florecruit.com/
- https://www.hotshotlegal.com/
- https://praktio.com/
- https://www.skillburst.com/
- https://www.altaclaro.com/
- https://getcandorly.com/
I talked with managing attorney at the largest eviction law firm in New Jersey, about how he implemented processes into his business, and even built his own software.
Episode Highlights 05:28 - Transition from farming and a trailer park to law. 09:16 - Introduction to legal systems: Work smarter, not harder. 12:01 - Transition to landlord-tenant law and the appeal of clear regulations. 13:31 - The impact of the pandemic on landlord-tenant law. 17:56 - Challenges of new eviction filing requirements during the pandemic. 21:47 - Delegation and efficiency: the hierarchical approach. 26:33 - Custom technology solutions for law practices. 29:29 - Savings and efficiency with eviction-filing software. 34:36 - Future of AI and its impact on the legal profession.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Travis Richards
- https://newjerseyevictionlaw.com/
I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic.
Episode Highlights 01:07 - Lawyers’ relationship with technology. 01:40 - Focus on solo law practice. 02:16 - Setting the stage for non-pitch discussions. 02:35 - Intro to guest and unique dog breed. 04:41 - Emotionally supportive dog and busy lifestyle. 09:56 - Transition from busy trial practice to ADR. 13:14 - Switching practice approach influenced by life and job changes. 18:15 - Moving IT and practice management to the cloud. 22:44 - Redesigning the website for better client interaction. 24:19 - Personal branding with logos. 25:29 - Implementation of MacBooks to enhance mobility. 27:39 - Choice of Quicken for bookkeeping from anywhere. 29:06 - Future projects including writing and a new website.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Valerie Botter
- https://www.botterlaw.com/
I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish.
Episode Highlights 08:40 - Transition from haunting to e-discovery. 09:18 - Reasons law firms seek e-discovery vendors. 11:59 - Types of data encountered in e-discovery. 13:40 - Importance of maintaining data integrity in collections. 15:06 - Explanation of metadata and its significance. 18:28 - Common pitfalls in e-discovery processes. 20:38 - Explanation of EDRM (Electronic Discovery Reference Model). 25:05 - Processing and reviewing large data sets. 29:19 - Use of Technology Assisted Review (TAR). 32:00 - Continuous Active Learning in e-discovery. 40:20 - Future of AI in e-discovery. 45:00 - Effective internal operations for e-discovery partnerships.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Shree Sharma
- https://x.com/cincinnatizoo
I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss!
Episode Highlights 05:15 - Favorite international city: Elba Island. 09:23 - Moving to Wyoming and shaping a small town practice. 11:28 - Starting a law firm with ski defense. 13:45 - Federal court practice in Yellowstone. 18:15 - Marijuana charges in Yellowstone. 25:00 - Transitioning to personal injury and civil litigation. 29:00 - Using Microsoft Dynamics for law firm management. 32:59 - Challenges with Microsoft Dynamics and tech integration. 39:30 - Technology investments and evolving strategies. 44:35 - Boundless Life: Digital nomad family program. 47:44 - Running law firm operations from abroad. 54:10 - Business ventures beyond legal practice. 59:30 - Entrepreneurial decisions and idea evaluation.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Alex Freeburg
- http://tetonattorney.com
- https://www.boundless.life/
- http://startinwyoming.com/
For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mythology. 10:39 - Definition and history of AI. 12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware. 14:48 - Importance of understanding AI limitations and biases. 19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI. 28:32 - AI hallucinations and the Matta case from New York. 33:36 - Vetting AI tools and importance of legal-specific solutions. 36:20 - Overview of ProfitSolv’s AI features in Rocket Matter.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.timesolv.com/
- http://profitsolv.com
- https://www.lawnext.com/wp-content/uploads/2024/06/Joint-Formal-Opinion-2024-200.pdf
- https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html
I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too!
Episode Highlights 08:04 - Founding Cherry Tree Legal – Brendan’s journey from solo practice to partnership. 10:15 - Initiating Change – The spontaneous move to start a new firm. 17:51 - Overcoming Fear – Brendan’s acknowledgment of fear in solo practice and growth after partnership. 22:10 - Estate Planning and Real Estate Practice – Incorporating new areas of law. 27:57 - Setting Up Ancillary Businesses – The structure and reasons behind establishing a title company. 32:09 - Real Estate Investment – Diversifying into commercial real estate investments. 35:32 - Critique of Legal Market – Brendan’s insight on wealth creation limitations within law practice. 38:32 - Non-Lawyer Ownership in Law Firms – Discussing the potential and necessity for private equity in law firms. 50:33 - Importance of Tech in Law Practice – Tools and software Brendan uses to streamline his practice.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Brendan Ward
- http://cherrytreelegal.com
I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future.
Episode Highlights 11:00 - Key Uses and Benefits of Voice Technology for Lawyers 18:10 - Cloud-Based Platforms for Remote Working 19:50 - Speech Recognition: From Dragon to Microsoft Integration 23:40 - Handling Security Concerns with Cloud Adoption 26:30 - Real-Time Collaboration through Voice Technology 31:40 - API Integrations with Other Legal Software 34:50 - The Role of Artificial Intelligence 36:40 - VIP Collaboration with Microsoft 38:15 - Future of Voice Technology
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Caroline Cantelon
- caroline.cantelon@speech.com
- https://www.speechlive.com/gb/not-available/
- https://www.linkedin.com/in/caroline-cantelon-20313631?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca
I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!
Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance of team dynamics and mentorship 14:10 - Discussing firm logistics and financial planning 15:49 - Trust and transparency in partnership decisions 18:22 - Marketing strategies - referrals and client trust 23:40 - Combining firm’s technologies and choosing common software 26:10 - Customizing Filevine software 27:53 - Challenges in implementing new technology 30:57 - Use of AI for preparing depositions and medical chronologies 33:14 - AI tools integrated in trial preparation 34:22 - Reporting and tracking key metrics in the firm 36:55 - Importance of delegation to focus on core strengths
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Robert Welcenbach and Michael Karp
- robert@welcenbachlaw.com
- mdk@karplawfirm.com
- https://trialwi.com/
- https://www.filevine.com/
- https://openai.com/chatgpt/
- https://otter.ai/
- https://www.notion.so/
- https://www.litsoftware.com/transcriptpad
- https://www.litsoftware.com/trialpad
- https://acrobat.adobe.com/us/en/
- https://evermap.com/
- https://ramp.com/
I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload.
Episode Highlights 04:32 - Discussion on Portuguese heritage and culture. 06:45 - Background of Garcia’s and Philips’; families. 10:07 - Shift to discussing legal topics. 10:22 - Introduction to outsourcing in a high-end litigation context. 11:04 - Explanation of the Law Clerk platform. 11:59 - Hits and misses using outsourced platforms. 14:48 - Example of a successful outsourced project. 20:00 - Discussing deadlines and issues with outsourced work. 22:36 - Potential pitfalls and challenges of outsourcing, including time zone differences. 24:49 - Impact of high-quality contractors leaving platforms. 25:45 - Debate on AI versus human contractors. 27:47 - Importance of law school interns and long-term benefits. 28:38 - The value of physical teams vs. remote contractors. 30:22 - Co-counseling as an alternative to scaling. 31:47 - Avoiding scale but leveraging varied talents. 32:52 - Discussion on using outsourcing to punch above firm weight. 35:30 - Summarizing benefits and challenges of outsourcing.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Carlin Phillips and Andrew Garcia
- cphillips@phillipsgarcia.com
- agarcia@phillipsgarcia.com
- https://www.phillipsgarcialaw.com/
- https://southcoastestateplanning.com/
I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel.
Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed Up. 14:47 - Impact of the COVID-19 pandemic on remote work adoption. 17:24 - Offshore vs. US-based talent comparison. 21:15 - Addressing technology concerns in remote staffing with virtual desktops. 24:54 - Importance of cloud-based software for remote staffing. 26:18 - Discussion on AI adoption in law firms. 28:01 - Pricing and cost savings associated with offshoring staff. 29:54 - Importance and impact of offering employment in Latin America.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Brett Trembly
- brett@getstaffedup.com
- http://getstaffedup.com/abovethelaw/
- https://www.linkedin.com/in/bretttrembly/
For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford.
Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding variance in project management. 29:50 - Budgeting costs for project management. 35:15 - The necessity of follow-ups in workflows. 37:59 - Risk reduction through workflows. 40:02 - Ethical competencies in legal technology.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- joyce.brafford@profitsolv.com
- http://comsolex.com/
- https://www.profitsolv.com/
I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media.
Episode Highlights 07:30 - Starting a law firm in an underrepresented area. 09:50 - Husband and wife’s early law firm days. 13:40 - Transition to focusing on management and branding. 15:05 - The significance of rebranding to Hera Law Group. 17:30 - Involvement of the managing partner in strategic decisions. 19:20 - Utilizing TikTok for legal marketing. 21:40 - Social media presence and its impact on team bonding. 24:30 - Use of various social media platforms. 28:10 - The role of chamber of commerce and bar association membership in networking. 30:00 - Marketing strategy emphasizing community involvement. 35:00 - The importance of client management software. 37:45 - Legal marketing within ethical boundaries. 41:00 - Use of hardware and branded products for marketing. 44:45 - Combining personal and professional social media content.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Melissa Levine-Piro
- mpiro@heralawgroup.com
- www.heralawgroup.com
- www.instagram.com/heralawgroup
- www.x.com/HeraLawGroup
- www.facebook.com/HeraLawGroupMA/
- www.tiktok.com/@heralawgroup
- www.youtube.com/channel/UC3LzjlO5VvYkKorIu_OXrQQ
- www.linkedin.com/in/melissa-levine-piro-esq-4a30353/
- www.linkedin.com/company/heralawgroup/
I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work!
Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoiding being a number four at Barco LLP. 09:31 - Inclusivity policy—embracing diverse talents that fit Barco LLP. 13:39 - The importance of genuine investment in people over superficial diversity measures. 17:10 - Ruda’s advice to young lawyers: avoid imposter syndrome. 18:50 - Developing resilience through “mother bird” analogy in training and development. 22:19 - Insights on the importance of hiring skilled non-lawyers for specific roles in law firms. 28:19 - Adoption of transparent metrics to drive firm performance. 34:56 - Ruda’s clear stance on the profit motive of the business and its communication. 39:56 - Strategic move of purchasing a building and creating multi-use spaces. 44:00 - Innovative approaches to generate additional revenue streams beyond traditional billing. 48:01 - Exploration of investing in legal tech and trial services to stay competitive.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with An Ruda
- aruda@bartkolaw.com
- https://bartkolaw.com/
I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it.
Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 - TJ on Knowledge Management Issues 32:45 - Integrating AI in ZenCase 35:57 - Olivia on Daily AI Use 39:05 - Raj’s AI Contributions to ZenCase 42:38 - Olivia’s Checklist for Switching Case Management Systems 46:15 - Importance of Future-Proof Solutions
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with TJ Fraser and Olivia Mockel
- tj@zencase.com
- olivia@zencase.com
- https://zencase.com/
I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond.
Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI tools for optimized legal work. 11:08 - Discussion of word processing tools and the potential move beyond Microsoft Word in legal drafting. 13:14 - The excitement around AI agents and the implications for legal tech systems. 20:38 - The value of drafting assembly technology across various practice areas, beyond corporate counsel. 22:37 - The issue of AI-generated hallucinations and fake cases in legal research. 26:51 - How AI can enhance lawyer creativity and reduce unnecessary complexity in legal documents. 28:48 - The potential for AI to fade into the background as a discussion topic and instead focus on improving legal drafting quality.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Cain Elliott and John Rizner
- https://www.filevine.com/
Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm.
Episode Highlights 27:58 - Difficulties merging technology and case management systems. 32:53 - Bridging the gender gap in personal injury law. 35:47 - Emphasizing mentorship and creating a supportive environment for women lawyers.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Amy Davis and Kate Franke
- https://www.broadwinglegal.com/
I talked with an immigration attorney about how she uses social media to market her law practice, especially video.
Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Social Media Content Marketing 08:44 - Authenticity in Video Marketing 09:35 - Content Repurposing Decisions 10:55 - Selecting Social Media Platforms 13:25 - Addressing Non-Legal Topics to Engage Audience 14:17 - Content Creation: Software and Tools 15:50 - Getting Comfortable on Video 16:51 - Drawing Inspiration from Non-Lawyer Content Creators 18:52 - Starting a Law Firm: Focus on Marketing 21:16 - Naming a Law Firm: Choosing a Brand Name 23:09 - The Inspirational Source Behind "Hope Immigration Law"
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Sarah Parker
- https://www.youtube.com/channel/UCEibnj6P2clXCekpHFrcU3A
- https://www.hopeimmigrationlaw.com/
- sarah@hopeimmigrationlaw.com
I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner.
Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote tools. 25:12 Using both Microsoft and Google platforms. 27:57 Benefits of templates for consistency and reducing errors. 29:02 Trello as a central project management tool. 31:38 Finding staff and hiring an associate. 36:03 The 'weekly round table' feedback method. 38:20 Vision for the future of the firm.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Lindsey Egan
- lindsey@eganlawcenter.com
- https://www.eganlawcenter.com/
- https://tikihutboats.com/
I talked with a small town lawyer about how he built + maintains his law practice.
Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisition. 13:39 - Importance of name recognition in acquisition. 16:03 - Niche practice vs. general practice in small towns. 18:20 - Adapting to market fluctuations in real estate law. 20:07 - Exploring new practice areas during market downtrends. 21:50 - Adapting to technology in legal practice. 23:55 - Navigating the hiring challenges in a small town. 26:00 - The advantages of word-of-mouth in hiring. 28:03 - Reflection on running a small-town law practice.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Nate Tripp
- https://www.garygruberlaw.com/
- https://www.linkedin.com/in/nathaniel-a-tripp-bb567b17?original_referer=https%3A%2F%2Fwww.bing.com%2F
For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford.
[SPONSORED by RocketMatter]
Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fees in existing law firms. 15:11 - Importance of law practice management systems. 18:34 - Subscription services and alternative billing models. 22:03 - Automating billing and payment collection. 24:55 - Managing accounts receivable and billing in advance. 27:01 - Dealing with LEDES billing and granular billing for insurance companies. 28:38 - Client perception on legal fees and building trust versus pricing.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.rocketmatter.com/
- https://www.profitsolv.com/
I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice.
Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to transcend personal branding for scalability and client engagement. 15:12 - The discussion around the firm's rebrand to Monarch Law and the significance of the name and logo to convey transformation, technology, and treating clients like royalty. 19:50 - The guest underscores the efficiency gained in internal operations and client handling by transitioning to a more inclusive firm name, allowing for better distribution of work among staff. 21:24 - Tony details his selection process for Cleo Grow as his intake management software, underscoring the value of recommendations, integrations with existing systems, and feature sets in making the decision. 25:27 - The benefits of using a structured pipeline for client intake in employment law are highlighted, with a focus on filtering through the large volume of leads to determine which ones warrant further consultation. 29:03 - Tony boasts about his process improvements, managing to reduce intake calls from an hour to fifteen minutes via an effective, well-crafted intake form and approach. 39:58 - Tony passionately endorses using a CRM like Cleo Grow to track potential clients, streamline operations, and gather valuable data for business growth, emphasizing its seamless integration with Cleo Manage.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Tony Interlandi
- tony@monarchlawct.com
- https://www.monarchlawct.com/
I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis.
Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Joyce's explanation of what a Profit and Loss statement is, emphasizing its importance and how it should be reviewed regularly to track trends. 24:48 - Discussion about how a Cash Flow Analysis document is future-looking and necessary for understanding business health. 27:27 - Importance of looking into Accounts Receivable, especially the alarming amount that law firms often have outstanding. 30:56 - The conversation shifts to discussing the necessity of financial trends analysis to set accurate goals and expectations. 37:32 - Differences between the roles of bookkeepers, accountants, and CFOs are clearly outlined, explaining what each professional does and how their roles relate to each other. 46:14 - Importance of dashboards for visual data management and how lawyers should focus on high-level financial management, instead of getting lost in complex accounting activities.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.profitsolv.com/
- https://www.cosmolex.com/
I spoke with a law firm management expert about how to hire new employees in a challenging environment.
Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18:50 Keeping a min 30-day probationary period with ideal being 90-days 19:20 Advice to let go of unsuccessful candidates during the probationary period without any sunk cost fallacy 19:56 Why hiring a recruiter could be beneficial for law firms 21:40 Three red flags for candidates 26:17 Three things every law firm manager should know before hiring 29:19 Personal story shared about a job interview experience where the interviewee’s pants split which exemplified the importance of empathy in interview situations.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
I spoke with a tech advisor about everything there is to know about building websites.
Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectations via a law firm's website 13:24 The process of launching a website 16:56 Navigation and how important website responsiveness is 20:05 The importance of being the first firm to respond to a client in winning their service 20:45 How the payment processing on website works 21:36 Preference of clients to pay online creating credibility for the firm
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Bruce Policky
- https://info.tabs3.com/
- https://www.linkedin.com/in/bruce-policky-648b34131
I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't.
Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to automation as an important part of incorporating AI 16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use 18:53 Managing scheduling and payments with elder law clients 21:34 How they manage payments, acknowledging that a majority of their elder clients still prefer paying by check 23:01 What it’s like having consultations with different kinds of clients 24:20 The visualization tools they use during meetings 25:42 How older generations tend to be more respectful of appointments and traditional consulting methods compared to younger generations
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jamie Haroutunian
- james@hlawoffice.com
- https://prioritylaw.com/
- https://www.linkedin.com/in/james-haroutunian-1331ba6
Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely.
Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, letting lawyers focus more on helping their clients and doing tasks they love 10:54 Talking to lawyers on how they can get started in automation 19:29 The importance of using technology to avoid burnout and upscale all employees, enhancing their productivity and efficiency 17:07 Transitioning from vendor-customer relationships to true partnerships 25:28 Ease of use for the client as a primary consideration and how this can have a significant impact on a firm's reputation, growth, and client-first approach
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jennifer Sherman
- jsherman@getcaret.com
- https://caretlegal.com/
- https://www.linkedin.com/in/jennifer-sherman-7318641
I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for.
Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 What law firms should do if you’re forwarding leads to them 18:30 The implication of reselling leads, emphasizing that those are assets of the law firms not the vendors 19:12 Bidding on the law firm's brand in a pay-per-click campaign 21:18 The economics of branded and non-branded queries, raising concern over agencies conflating these two different concepts 29:13 The issue of sharing data with competitors, even indirectly, through digital marketing agencies that work with similarly situated firms in the same locality
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Conrad Saam
- conrad@mockingbirdmarketing.com
- https://mockingbird.marketing/
- https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/
I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets.
Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and Enterprise Relationship Management and the need for automation in contact capture 17:04 The involvement of AI 19:24 Successful data management in a top law firm, utilizing multiple data stewards 21:34 Various types of data and their roles maintained by data stewards 23:40 The difficulties in getting law firms to utilize technology effectively
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Chris Fritsch
- https://clientsfirstconsulting.com/
- https://www.linkedin.com/in/chrisfritsch
For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain.
[SPONSORED by TimeSolv]
Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses 27:53 The value of integrating Law Ruler with other law firm software 29:11 How Law Ruler can automate case management and intake automation, as well as after outreach marketing 34:16 Practice-specific data like the average time to open and close a matter and marketing expenditure for each practice area
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.profitsolv.com/
- https://www.timesolv.com/
- https://www.rocketmatter.com/
- https://www.cosmolex.com/
- https://www.linkedin.com/in/joyce-brafford
- Connect with Matt Defrain
- https://www.linkedin.com/in/matthew-defrain
- https://www.lawruler.com/
I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff.
Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharing her experiences starting with basic Microsoft technology and eventually upgrading and becoming more robust over time 16:25 Adopting drafting software for her legal practice and her concerns about the security of her clients' information 16:43 How she started to use drafting software 18:26 Her struggles with bookkeeping and accounting for her firm 21:24 The benefits of Lawmatics including document sharing, client intake data, and delivering more affordable legal services 22:20 Staff flexibility in her firm and how she wants her team to maintain a work-life balance 25:06 How she maintains running her business, volunteering in community activities, and having a family 28:28 Using her Apple watch to manage and monitor her stress levels 29:51 The challenges and frustrations that can come with using technology in her practice
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Erin McBee
- www.lawofficeoferinmcbee.com
- https://www.facebook.com/McBeeLaw/
I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference.
Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a conference 10:30 Tips for engaging with speakers 13:53 What happens once you’re at the conference? 16:41 The importance of business cards and making the most use of them 21:36 Janet’s bonus tip: BYON 25:21 The importance of publishing views and articles
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Janet Falk
- janet@janetlfalk.com
- https://janetlfalk.com/
- https://www.womenownedlaw.org/
I spoke with a law firm consultant about how to select the best hardware and software for law firms.
Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessments of your legal software 15:28 Software that law firms should have 17:39 Some of the challenges that come with the integration of various software types 19:32 How lawyers should be managing their tech budget 21:24 Best practices for optimizing software utilization 24:34 How lawyers could benefit from general business platforms not specifically built for law firms like Adobe Acrobat, email systems, and task management software
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Rachel Edwards
- rachele@osbplf.org
- https://osbplf.org/
- https://www.linkedin.com/in/rachel-edwards-15a4162a
For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford.
[SPONSORED by Cosmolex]
Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie 20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools. 23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market 25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content 31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing 32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content 33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Joyce Brafford
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
- https://www.timesolv.com/
- https://www.cosmolex.com/
- https://www.lawruler.com/
- https://www.linkedin.com/in/joyce-brafford
Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade.
Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using different social channels for business intelligence, such as subscriptions to industry newsletters and following relevant companies on LinkedIn 21:40 The power of Twitter as a real-time source of breaking news and its role in modern media consumption habits 24:22 The importance of recognizing industry experts and sharing useful, summarized knowledge on platforms like LinkedIn 25:36 Privacy and the importance of in-depth research 28:21 Customer Relationship Management (CRM) use in firms and the lack of effective use especially in small and mid-sized firms 31:30 Artificial intelligence (AI) and its implications for the legal industry - both at a firm level and for individual lawyers
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Betsy Munnell
- www.linkedin.com/in/ehmunnelllawyercareercoach/
- http://ehmunnell.com/
Jared talked with a law practice management consultant about her best technology tips.
Episode Highlights 05:16 Legal technology and law practice management software 05:54 Reasons law firms should start using law practice management software 07:23 How some law firms keep everything organized 08:55 Different integrations for case management software 13:13 Tips for data security and encryption 15:28 Why CRMs are important for law firms 16:50 Integrating CRM with practice management software to eliminate data duplication 19:05 The increasing number of firms entering the market for data backup solutions 21:04 Remedies for lawyers and legal professionals to avoid burnout and maintain work-life balance, including taking frequent micro breaks and doing exercises or activities
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Laura Keeler
- http://lclma.org/
- https://www.linkedin.com/in/laura-keeler-97879a8
I talked with a Google product expert about the best methods for maximizing a Google Business Profile for law firms.
Episode Highlights 04:59 What a Google Business Profile is and why it’s important 08:05 Google Business Profile versus other AI features 09:13 How to optimize your Google Business Profile 11:41 Getting Google reviews and the best practices for getting them 17:09 Handling and contesting negative business reviews 20:56 What effective gatekeeping is 23:38 The usage of AI-generated images in commercial use 24:48 Priorities and tips for Google Business Profiles management this year
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Devin Harper
- devin.harper@niftymarketing.com
- https://niftymarketing.com/
- https://www.linkedin.com/in/devinharper
For the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant.
[SPONSORED by Rocket Matter]
Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The reasons why time keeping is important for law firms 11:02 Time tracking best practices 12:59 Passive timekeeping and the benefits it offers for attorneys and law firms 15:16 What Rocket Matter Track is 18:13 The future of software and the importance of utilizing technology for passive timekeeping to improve effectiveness and efficiency in the legal sector 21:19 How technology can automate tasks and make alternate billing methods profitable for law firms 22:05 The influence and future prediction of AI 26:35 Other time tracking tools in the ProfitSolv family
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Joyce Brafford
- joyce.brafford@profitsolv.com
- https://cmgconsultants.com/
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
- https://www.timesolv.com/
- https://www.cosmolex.com/
- https://www.linkedin.com/in/joyce-brafford
- Connect with Laura Kennedy
- https://cmgconsultants.com
- https://cmgconsultants.com/team/laura-kennedy/
- https://www.linkedin.com/in/laura-kennedy-18b41022
I talked to a law firm business broker about how law practices get bought and sold.
Episode Highlights 03:05 How Jeremy got into the business of selling law firms and the growing trend of acquisitions and transactions in small law firms 09:01 Solutions for attorneys who find themselves in a situation where they're losing business due to lack of digital presence 11:24 Several options that lawyers with issues on digital presence practice 15:22 Example of an attorney who benefited greatly from joining a larger firm and how her book of business was leveraged 16:44 The three primary things that you need to update to build your digital presence 19:56 Synergy value and its importance to growing firms 23:19 Benefits of building out a technology platform in a firm 23:50 How using CRM can provide data that can be beneficial when presenting to potential buyers 25:48 Processes and workflows that law firms and lawyers should keep in mind
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Jeremy Poock
- https://www.seniorattorneymatch.com/
- https://www.linkedin.com/in/jeremypoock
- https://www.youtube.com/channel/UClehhEdK8USY6tWi9Mi__ng
Jared spoke with an economist about the technology he uses in his business (including some legaltech!), how he works with law firms, and what tips he has for them.
Episode Highlights 02:41 Nick's profession as a forensic economist and his roles in various court cases 04:22 The nature of forensic economics as a historical analysis of data 05:15 How Nick's proficiency in Excel and how he uses it in his workflow. 07:38 Using case management software (Clio) for billing purposes in his business 10:00 Other technologies Nick uses in his business 13:00 AI image generation and how Nick uses it for his webinars 14:40 The image generation process works using different AI tools 16:44 How Nick uses ChatGPT, a generative AI tool, for coding automations 19:30 How ChatGPT can help non-coders to automate tedious tasks
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Nick Briscoe
- https://www.briscoeeconomics.com/
- https://fmworldcup.com/excel-esports/microsoft-excel-world-championship/
Jared spoke with an expert in the space about the latest technology updates for legal research & writing.
Episode Highlights 05:03 The fundraising stage for Brief Catch and the challenges faced 07:32 Plans about using AI in Brief Catch 08:23 Predictions about the future of the legal research and writing technology space 13:27 The potential of custom GPTs in law firms 18:22 Role of AI in reshaping the legal profession 19:44 Grading concerns in law schools because of AI usage 20:53 Recent case where 5th circuit court mandated the disclosure of AI use 21:17 Eagerness of judges to explore and use legal tech products.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Ross Guberman
- https://briefcatch.com/
- https://www.legalwritingpro.com/bio/
Jared spoke with a vice president at a case management software company about how niche tools may be the wave of the future, plus AI!
Episode Highlights 05:20 The evolution and prospects of case management software for different practice areas 09:08 How lawyers should approach AI in their work 13:25 Misuse of the term 'AI' in legal tech 14:42 Potential mergers and consolidations in legal tech 20:14 Blade Runner 2049 and the similarities of its 'smart robots' to emerging AI technology like chatbots 23:06 The level of feasibility of the 'ceasefire on marketing' concept 24:11 Advice for attorneys looking for case management software
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Chad Sands
- https://www.cloudlex.com/
Jared talked with an experienced legaltech software executive about the latest trends in the space.
Episode Highlights 03:22 Chris’ first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI in legal practice, particularly in relation to privacy concerns 18:55 How the younger generations that grew up with computers and technology are now becoming decision-makers in law firms 22:10 How regulating trust accounting across the US legal profession could reduce consumer complaints 26:26 Blockchain technology and whether it's still relevant 27:32 The potential future of blockchain 28:49 FTs being a fad
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Chris Stock
- chris.stock@chrisstock.us
- https://shiftsixos.com/
- https://www.clio.com/
Jared talked with a solo attorney about how he onboards and manages technology.
Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and newsletter frequency 24:56 Effectiveness of Levitate as a marketing tool in improving client communication and brand visibility 25:53 The necessity and cost of legal research software like Westlaw or Lexis 27:45 The importance of learning how to use legal research tools effectively 28:01 The value of the online library resources available through the Texas State Bar
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Bud Glavy
- https://www.glavylaw.com/
- https://www.linkedin.com/in/bernard-bud-glavy-a0913b71
Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms.
Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of her coaching and mentoring business 22:13 How she uses AI tools to plan out a daily schedule 25:09 Calendly and Acuity as efficient scheduling tools for lawyers 25:50 The importance of planning and timing of content distribution
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Dani Whitestone
- https://www.linkedin.com/in/daniwhitestone/
- https://www.linkedin.com/posts/daniwhitestone_here-are-the-marketing-resources-mentioned-activity-7130370216848449536-94gd/?utm_source=share&utm_medium=member_desktop
- https://www.customindustrialservices.com/
Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances.
Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser.
Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj’s favorite personal financial apps
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Niraj Chhabra
- niraj.chhabra@sidebaradvisors.com
- https://sidebaradvisors.com/
Jared talked with an expert witness, who discussed the logistics of testifying - virtually.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert testimony via Zoom 10:23 Her experiences with different virtual platforms for her testimonies 15:49 Advantages of giving testimonies online 17:35 The isolating experience and downsides of giving testimony virtually 20:03 The future of giving expert testimony 22:15 Use of artificial intelligence to generate questions for expert witnesses during trials 25:52 The non-testifying consulting role of an expert, advising and educating attorneys about the scientific aspects of the case
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Allison Muller
- https://acrimullerconsulting.com/
- https://www.linkedin.com/in/acrimullerconsulting
Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as a source of automation rather than just a part of it 24:43 How advances in software can impact compensation structures within firms 26:39 The importance of tracing payments back to the originating attorney or timekeeper for accurate performance and compensation conversations
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Michael Anderson
- michael@filevine.com
- https://www.filevine.com/
- https://www.linkedin.com/in/michael-anderson-374299163
Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score 21:47 Tips on how law firms can create powerful Google ads 22:24 How emotion-based ad content can generate stronger responses and lead to higher click rates, which improve the quality score 23:06 Leveraging keywords to trigger the display of your ads 23:45 The most specific type, exact match, ensures that Google only shows your ad when someone uses your exact keyword in their search
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Jeff Lantz
- https://esquireinteractive.com/
- https://esquireinteractive.com/google-ads-set-up-videos/
- https://www.linkedin.com/in/jefflantzesq
Jared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 02:16 The concept of a digital nomad. 06:27 Visa process and recommendations for countries to consider for a digital nomad lifestyle 08:10 Favorite spots and experiences as a digital nomad 10:52 Is it difficult to handle clients with different time zones? 14:11 Essential equipment and services for a digital nomad lifestyle, with focus on using a VPN 15:55 Megan’s use of virtual office backgrounds 18:20 Communication tools like Loom and Marco Polo for asynchronous video chats 19:43 The utilization of Videoask internally and externally, including workflows for clients seeking consultation 22:04 Use of Slack for internal team management and client communication 23:49 Utilizing a virtual mailbox and designated addresses 25:55 Using Acuity for automating check-ins and booking sessions with clients
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Megan Hargroder
- https://conversationsdigital.com/
- https://www.linkedin.com/in/heyitsmegan
Jared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates!
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 02:02 Dave's background as an English major 06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal life 14:18 The tools he uses in his practice 17:48 Possible futuristic operation based on the sci-fi classic 'The Man with Two Brains' 20:02 Using AI to offload information and optimize capacity in legal practice 22:10 Review of progression of AI and its potential implications in replacing job roles 25:02 The potential application of AI in answering discovery-related tasks in litigation 27:56 The premise of the book 'Lean Law Firm'
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Dave Maxfield
- https://consumerlawsc.com/
- https://leanlawteam.mykajabi.com/
Jared Correia talked with a copywriter for law firms about the validity of AI for generating content.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 11:53 Where AI can help you 16:38 How AI plays a massive role in streamlining business processes similar to how they are used for automating technology 20:52 AI limiting strategic decisions 22:21 How creativity still fundamentally depends on humans regardless of the AI use 23:09 The need for lawyers to think out of the box as original ideas are highly valued in the marketing space and social media
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Adam Kosloff
- https://virtuosocontent.com/
- https://www.linkedin.com/in/adam-kosloff-2346623/
Jared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The importance of using law practice management software 10:34 Intake: Focusing on reducing friction in the intake process 12:17 The concept of creating a client journey as part of the intake process 18:48 The importance of usability and adoption of technology and software in law firms 22:21 The most utilized document for automation to understand and appreciate its benefits 27:29 Advantage of an integrated payment processing system within a law firm's practice management software
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Erik Mazzone
- https://www.erikmazzone.com/
- https://www.linkedin.com/in/erikmazzone
Jared Correia spoke with a marketing consultant about how attorneys can utilize AI in marketing their law practices.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 05:51 How Melissa utilizes AI in her everyday life 11:00 Importance of cautious approach when using AI discussed 17:06 Melissa’s method of giving instructions to AI for creating a blog article 20:30 Articles by different attorneys focusing on AI not having the ability to claim copyright 23:32 Changes taking place in the writers guild and media publications around using AI for content 24:36 Various ways she has utilized AI in her work, including generating titles, LinkedIn posts, descriptions, and more
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Melissa Rogozinski
- https://www.risingphoenix.guru/
- https://www.linkedin.com/in/melissarogozinski
Jared Correia talked with a legal software expert about the best tips for time tracking, invoicing and billing.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 07:22 The usefulness of investing in passive timekeeping 11:13 The importance of data analysis in legal practice 13:14 Critical financial reports that lawyers should look at 16:14 Why you should collect crucial information 19:50 How they can get invoices out within a click using efficient timekeeping and an integrated payment processor 21:51 Benefits of integrated payment processing and rapid funding for faster payment with less workload for the bookkeeper 26:47 Different payment options for attorneys
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Joyce Brafford
- https://www.profitsolv.com/
- https://www.rocketmatter.com/
- https://www.cosmolex.com/
- https://www.linkedin.com/in/joyce-brafford
Jared Correia spoke with a consultant about how + why law firms resist changes to technology, and how they can overcome those.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:50 Lawyers’ mindset on technology adoption 07:01 How emotional resistance change plays into the difficulty of technology adoption in law firms 10:49 Difficulty of adopting technology for lawyers 15:02 Motives and incentives for different roles within a law firm when introducing new technology 19:12 The notion of readiness for change model for tech adoption 21:36 Necessary resources for an effective system implementation 24:24 The 'readiness for change' model and its application in assessing the law firm's preparedness for tech adoption 27:25 The medical industry where patient experience was enhanced through the implementation of a comprehensive tech system 29:12 The convenience brought by patient-centered tech in medical settings and client experience in legal settings
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Susan Letterman White
- https://www.lettermanwhite.com/
- https://www.linkedin.com/in/susan-letterman-white-3084398
Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform 09:04 Using technology as a law student 13:18 Integrating Clio to other tools and platforms 19:36 Finding the right way to organize information for the law firm 24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms 25:31 Wishes for Family Law software to allow saving data directly within the system 26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents 27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a law firm
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Cynthia Runge
- https://www.peridotfamilylaw.com/
- https://www.linkedin.com/in/cynthia-runge-b16b5b7
Jared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 06:06 How technology in law firms can be neglected for years leading to a steep learning curve when eventually attempting an update 10:31 Dealing with the results of demos 16:03 Introducing technology to a law firm with people of all ages 17:28 Software chosen for time and billing in the law firm, Clio, and the adjustments required by the firm for its successful implementation 21:35 The need to take a break from her work as a lawyer due to her treatment 23:41 Decision to start a new law practice and her goal to incorporate more technology into her work to improve efficiency 25:09 Choosing Dan Williams and how they both have similar interests and experiences, including their respective battles with cancer 28:51 The necessity of designating a decision maker when disagreements arise and shares that Dan has more experience and knowledge in the area of technology
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Shawn Scott
- http://scottwilliamslaw.com/
- https://www.hallscottlaw.com/
Jared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 02:05 Steve’s backstory of surviving a plane crash 09:50 Are most lawyers billable by hour? 13:07 The importance of optimizing existing relationships and connections for business growth 14:29 Using technology to manage appointments and schedules and to maintain professional networks 18:21 The significance of learning and understanding technology that helps in conducting business more efficiently and effectively 19:27 The convenience of automated reminders for upcoming meetings 23:17 How CRM helps improve the efficiency of networking, client management, and building relationships 27:20 Using workflow or project management software like Asana or Monday for effective team communication and management
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Steve Fretzin
- https://www.fretzin.com/
- https://www.linkedin.com/in/stevefretzin
Jared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases 04:49 The importance of using technology consistently and in a standardized way in order to gather accurate data 05:30 Importance of celebrating project milestones or 'wins' and finding champions within your organization 09:22 Using custom reports as solutions when building requirements for the organization 11:40 How to be adaptable in response to organizational changes and unforeseen challenges 14:03 Determining project success metrics 17:07 Incorporating the practice of defining success metrics into the project plan 18:54 The evolution of in-house industry and small failures as part of the process of implementing technologies and operational changes 19:26 Using and analyzing data effectively during the process of change
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Ashlyn Donohue
- https://linksquares.com/
- https://www.linkedin.com/in/ashlyn-donohue-098aa31b
Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase productivity 13:07 Technology concerns that some lawyers have 18:43 Finding a drafting software that works for your specific needs in estate planning 23:25 CRM tool that has a comprehensive dashboard for customer management 24:42 The importance of automation in legal processes, while making it feel less robotic and more like an engaging experience 28:42 Inclination towards reducing the technology stack but still employing helpful integrations 29:28 The importance of ease of use and familiarity for clients in choosing tools
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Kerri Koen
- https://www.koenlaw.com/
Jared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward.
The Above the Law Non-Event is supported by vendor sponsorships.
Episode Highlights 05:30 Chris Largay’s practice and how it has evolved over time 08:15 Balancing law practice with other business ventures 15:03 Understanding that mistakes can arise when working with clients 18:53 Importance of hiring an independent expert 21:20 How the technology question get resolved differently in a rural practice 24:02 Overcoming barriers to adopting cloud technology due to unstable internet connection in rural regions 30:37 Importance of saying "no" to things that do not contribute to personal and professional growth
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Chris Largay
- http://www.largarylaw.com/
- https://www.largaylaw.com/about/llo-attorneys/christopher-r-largay-esq/
- https://www.linkedin.com/in/christopher-largay-962a787
Jared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads.
Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a discussion of its developing role in digitally marketing law firms 17:46 The importance of law firms needing to take an active role in setting their marketing vision 18:32 How to make a law firm's website as compelling as possible 26:17 Why you should have compassionate and efficient intake staff 29:01 Technology requirement for successful law firms
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Joe Giovannoli
- https://9sail.com/
- https://www.linkedin.com/in/joergiovannoli
Jared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved.
Episode Highlights 04:31 Reasons why a law partner might consider moving firms 07:50 Challenges arising from conflicts of interest at a firm 10:39 Situations where entire teams or practice groups might move firms 14:29 How a recruiter helps law partners understand their business numbers to better present themselves to potential firms 18:11 How firms that are hiring typically share information publicly 23:22 Investigation into the efficacy of other social media platforms for career development in the legal field 27:23 How changing legal technology can impact law partners making a move
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Anna Sanders
- https://voylegal.com/
Jared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm.
Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 The need for law firms to understand their technology and have a minimum, consistent level of expectation based on their size and the content of the information they handle 19:04 What you need to look for when evaluating your cyber security providers 21:36 The need for robust vendor contracts, particularly around ensuring vendors meet minimum standards for privacy and data security. 26:15 The need for internal data security measures, such as limiting access to confidential information to those within the firm who need it 28:34 Firms should consider cyber insurance in light of the increasing number of data breaches and associated lawsuits against law firms.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Daniel Erskine
- https://erskine-law.com/
- https://projxserv.com/
Jared Correia spoke with Megan Sheehan, a law firm owner, about how she modernized a traditional family law practice.
Episode Highlights
01:56 The history of Sheehan Associates, including its origins in Lexington, Massachusetts
09:27 The first major transition to tech within the firm by introducing a new billing system
15:41 Importance of gradual introduction of new technologies and why they're being implemented.
18:41 Using Calendly for scheduling and handling client intakes, engagement letters, and credit card authorizations via Myknes
23:36 The necessity of protocols for remote working
29:47 New cannabis law department called Green Path Legal
31:06 How Megan uses different branding for different practices within the firm
33:41 Using different social media platforms for marketing and promotion
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Megan Sheehan
- https://www.sheehanlawoffice.net/
- https://www.greenpathlegal.com/
Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.
Episode Highlights
04:54 The differences between document organization and document management
06:34 Why document management should include searching capabilities
14:00 The difference between case management, law practice management and document management systems
20:40 Advice to law firms on choosing a system to start with
23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content
25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs
28:28 The potential of workflows once the DMS is in place
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Keith Vallely
- https://www.epona.com/
Jared Correia spoke with Patrick Carver, a digital marketing expert, about law firm websites and related technology.
Episode Highlights
04:35 Delving into high performing websites for search and its importance for businesses
10:01 Effect of brand names for law firms in terms of search and competition
19:20 Importance of practice area pages on a law firm's website for both Google's analysis and for potential clients
21:07 Patrick talks about the system being developed to push leads directly into the client's intake tool or CRM
23:37 Selecting and implementing CRM for law firms like Clio Grow and Lawmatics
28:07 The critical role of website hosting in improving the performance and accessibility of a website
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Patrick Carver
- https://goconstellation.com/
- https://www.linkedin.com/in/patrickacarver
Jared Correia talked with Christopher Earley who runs an efficient practice + brand using technology tools.
Episode Highlights
02:15 What Christopher’s new show is all about
06:04 The importance of efficiency and productivity in his law firm
06:39 The role of data, CRM, and Lead Docket in their firm’s operations
09:34 Utilizing the usage of Lead Docket
12:10 The importance of client portals in enhancing the client experience
13:38 Using Podium to improve
16:20 Involving their staff in making important decisions in the firm
17:39 The entrepreneurial operating system (EOS) they are using at his firm, which helps in leadership team setup, scaling, core values, etc
19:01 Being open about personal life experiences but commends the connection it builds with potential clients
23:29 Focus on networking and providing value to others
26:38 The costs of comprehensive marketing efforts, specifically in relation to the technology used for marketing..
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Christopher Earley
- https://www.chrisearley.com/
Jared Correia talked to experts in the space about law practice management software + its value to law firms.
Episode Highlights
06:09 Impressions of AI in the legal tech field right now
08:09 Thoughts on AI's impacts on legal technology
10:35 The ability of taking a look at the wider picture when dealing with cases
14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation
17:03 How case management software has been impacted by the shift to virtual or hybrid practices
19:56 Benefits of centralized case management and the role of legal software in facilitating remote work and collaboration
22:45 How artificial intelligence can increase efficiency and the consideration of its role in determining legal fees
23:55 The significant role of lawyers despite advanced AI
26:51 The part that Clio's legal trends report on modern payment solutions plays in their case management software
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Joshua Lenon and Christopher Lafferty
- joshua.lenon@clio.com
- clafferty@getcaret.com
- https://www.clio.com/
- https://getcaret.com/
Jared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the challenges around secure document sharing, the importance of integrating seamless learning experiences into daily workflow, and utilizing features specific to a user's need for successful tech transitions.
Episode Highlights
02:51 The weirdest thing the guests have ever eaten on vacation
04:57 Legal operational technology and its benefits
06:05 How legal specific software can help teams run more efficiently
09:37 Characteristics of a legal document
10:25 How a legal department or firm effectively set up a way to share documents and file
20:15 The role of AI in searches, possible improvements in interaction with documents using conversation features, and benefits of having a digital assistant
25:19 The problem legal departments could solve quickly using legal operations technology
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Cain Elliott and Michael Powers
- cainelliott@filevine.com
- michael.powers@imanage.com
- https://www.filevine.com/
- https://inanage.com/
Jared Correia interviews Megan Zavieh, a legal ethics attorney, to talk about responsible AI use, managing technology's impact on mental health, and evaluating legal software. She emphasizes the importance of lawyers understanding and verifying AI-generated outputs, and not overly depending on the technology. To maintain mental health, she suggests taking breaks, meditating or participating in non-work activities to avoid burnout. Additionally, lawyers should ethically set communication boundaries with clients. Lawyers must also carefully assess new or non-mainstream technologies to ensure alignment with their ethical obligations.
Episode Highlights 06:31 Discussion on how lawyers should use AI ethically, ensuring they don't rely on it blindly and monitor its performance 08:23 The importance of not putting sensitive client data into AI tools like ChatGPT 10:18 Insight on the potential future of ethics opinions treating AI as a tech tool, not as a person 12:50 The interaction between lawyers and AI tools when clients use AI for legal work, treating them similarly to clients' own drafts 15:30 The impact of increased technology usage on mental health during the pandemic and the challenge of breaking away from screens 18:22 Acknowledging and addressing the risk of burnout, utilizing exercise and meditation to maintain mental well-being 20:39 Using technology like meditation apps to improve mental health and stay productive 22:55 Tips for managing communication methods and ethical obligations 24:29 The importance of setting communication boundaries with clients and considering which methods work best for your practice 27:49 Software vetting and keeping records of the vetting process 31:02 Sticking to mainstream technology when not capable of thoroughly vetting new or overseas software
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Megan Zavieh
- https://zaviehlaw.com/
- https://www.linkedin.com/in/meganzavieh
- https://twitter.com/ZaviehLaw
Jared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for better collaboration, document sharing, and security. The conversation highlights the need for software vendors to support customers and users to effectively leverage these technologies in the legal sphere.
Episode Highlights
- 01:18 Introducing guest Jill Schornack from Net Documents
- 03:16 AI, ChatGPT, and large language models and how technology has improved over the years and how it can be beneficial and transformative for legal technology
- 05:17 How AI can impact legal and specifically the document management arena.
- 08:52 The many capabilities of AI
- 11:12 Data security in AI applications
- 12:42 The importance of properly vetting AI software and looking for solutions that allow users to design their own prompts while also having out-of-the-box AI skills
- 14:51 The exciting world of taxonomies for document management and the benefits of having a standardized legal data taxonomy to enhance AI workflow capabilities
- 18:27 The shift in adoption of tools like Microsoft Teams and M365 for document sharing, storing posts and chats, and how access controls and security measures are important in this new environment
- 20:30 Continuing need for cloud-based tools to support remote teams and diversified workforces even after the pandemic
- 20:55 Supporting customers and users through software by delivering value alongside the user while drafting documents and collaborating on virtual platforms like Microsoft Teams Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Jill Schornack
- https://www.netdocuments.com/
- https://twitter.com/netdocuments
- https://www.facebook.com/ndocuments/
- https://www.linkedin.com/in/jillschornack
For today’s episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-based software systems for efficient reporting and data tracking. Cathedral Capital assists law firms in setting up systems and determining data to monitor, ultimately helping firms grow and potentially transition from outsourcing to hiring in-house staff.
Episode Highlights 03:25 Explaining Cathedral Capital's function as outsourced CFO for law firms 04:36 Looking at valuable data for law firms outside of financials 05:38 Discussing efficiency and productivity data 07:08 Creating strategies for law firms' growth 09:50 Importance of consistent language and terminology in data management 15:17 Connecting accounting software with case management systems 18:07 Comparing and deciding on reporting options and tools 20:03 Helping law firms set up their case management systems correctly 20:53 The importance of cash flow forecasts 22:41 The significance of employee productivity reports 23:45 When to engage a financial professional 25:00 Transitioning from outsourced CFO to in-house financial management
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Brooke Lively
- https://www.cathcap.com/
- https://www.linkedin.com/company/cathedralcapital
- https://www.linkedin.com/in/brookelively
For today’s episode, Jared welcomes legal tech expert Peggy Gruenke who discusses the advantages of using cloud-based accounting systems like QuickBooks Online and integrating them with Law Practice Management software. She highlights the importance of maintaining accurate data and the need for training law firms and bookkeepers to use these systems effectively.
Peggy emphasizes the focus on financial management, tracking revenue and expenses, and monitoring KPIs such as billing and collections rates. She advises engaging a professional to assist with law firm accounting and finance for increased efficiency.
Episode Highlights 04:23 Debate between QuickBooks Desktop vs. QuickBooks Online and the advantages of using a cloud-based software system 07:01 The ease of transitioning from QuickBooks Desktop to QuickBooks Online. 09:57 Integrating accounting software and case management software, such as Clio and QuickBooks Online 11:00 The learning curve for law firms transitioning to new software and training needed by office managers 13:27 Building custom financial reports, particularly for compensating lawyers, and running trust account reports, including the trust three-way match report. 18:23 Tracking Work in Progress (WIP) and analyzing contingent work and hourly work for revenue generation 19:45 The importance of reviewing bank accounts and finances due to the increasing number of fraud incidents. 21:19 Key Performance Indicators (KPIs): Tracking accounts receivable, billing, and collections. 23:51 Utilization rate and its importance in law firm management 25:52 Expense tracking and focusing on growing revenue rather than cutting expenses 27:26 When should law firms engage a professional for financial management and advice?
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Peggy Gruenke
- https://cpn-legal.com/
- https://www.linkedin.com/in/peggygruenke
For today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her approach to marketing her practice, which combines both traditional and modern methods and using her presence in social media to help educate people on immigration and dispel any negative stigmas associated with it.
Episode Highlights
- 01:26 Getting to know who the guest is
- 03:24 How Giselle started her firm straight from law school
- 05:47 The difference between the marketing strategies of millennial attorneys and older attorneys
- 07:36 Building a marketing plan for her firm
- 11:04 Using referral marketing and community involvement in marketing your services
- 12:57 Getting a website and choosing an SEO provider
- 15:27 TikTok as a social media platform for marketing
- 17:33 The benefits of building social media engagement
- 21:03 Repurposing contents for TikTok
- 23:34 The difference between using Instagram and TikTok
- 24:37 Producing content for Facebook
- 26:56 Stint as an actress Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Giselle Rodriguez
- https://gmrodriguezlaw.com/
- https://www.tiktok.com/@attorneyrodriguez
- https://www.facebook.com/gmrodriguezlaw/
- https://twitter.com/gmrodriguezlaw
- https://www.instagram.com/gmrodriguezlaw/
For today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even the role of technology and AI. Mark highlights the importance of keeping clients informed, but also warned against the potential risks of giving away confidential information. Additionally, he advises to utilize a secure client portal for communication and data security, as well as reviewing privacy settings on smartphones to preserve client confidentiality.
Episode Highlights
- 03:58 What the daily life of an ethics attorney looks like
- 05:07 Different channels to reach out to Mark and his team
- 06:18 The dreaded ethics issue they are usually facing involving emails
- 10:49 Texting or sending messages to clients
- 11:21 The three C’s
- 13:59 Carrying around smartphones, the landmine of confidential information
- 20:22 Ethical mind fields involving chatGPT and other similar technology
- 24:40 Supervising employees with respect to technology
- 27:13 Kinds of issues that are related to unauthorized practice of law Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Mark Palmer
- https://www.2civility.org/
- https://www.linkedin.com/in/mcpalmer
- https://twitter.com/palmerlaw
For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs and reports but notes that legal-specific technology is not always necessary.
Episode Highlights
- 01:58 What Valentine’s Day means for Mary
- 03:22 What is KPI or the Key Performance Indicators?
- 05:02 Reporting in conjunction with KPIs
- 07:12 The interaction between different processes and KPIs
- 10:42 Building processes and generating KPIs for law firms
- 13:14 How often should you measure KPIs?
- 19:48 Financial and quantitative components of KPIs for law firms
- 21:41 Soliciting client feedback
- 22:48 How Mary gets attorneys to buy into their projects Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Mary Juetten
- https://traklight.com/
- https://www.linkedin.com/in/maryjuetten
For today’s episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importance of mergers and acquisitions in the field and advised attorneys and law firms to stay aware of changes such as non-lawyer-owned law firms.
Episode Highlights
- Their best New Year’s Resolutions failures - 2:34
- How lawyers can use law practice management software and recession-proofing a law practice. - 6:40
- Improvements in case management software for a better client experience. - 11:58
- Benefits of utilizing case management software for law firms. - 15:53
- The future of law management software. - 14:42
- Adding automations in the case management software - 21:11
- Impact of mergers and acquisitions in the technology space. - 24:29
- Their favorite case management report and why. - 30:18
- Essential integrations for case management software. - 32:19 Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with the Guests
- https://filevine.com/
- https://lawmatics.com/
- https://joinparadigm.com/
- https://smartadvocate.com/
Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice.
Episode Highlights
- Why Jared started a law practice and how he did it. - 2:58
- Investing in Technology for a law firm. - 5:27
- Integrating Pipedrive with Filevine for an improved Intake process. - 8:03
- Starting with the Intake Pipeline. - 9:24
- Automating the workflows and implementing KPIs with Filevine. - 11:48
- Determining which workflow should be automated and which one should be human-controlled. - 14:16
- Deciding which KPI to use and track. - 15:51
- Managing a growing team. - 20:28
- Building community presence as an attorney. - 22:23
- How Brooks manages his time between his family and busy law practice. - 27:04
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Brooks Derrick
- https://www.derricklawoffice.com/
- https://www.linkedin.com/in/brooksderrick
- https://www.instagram.com/lawyerfriendsfood
- https://www.youtube.com/@derricklawoffice
- https://open.spotify.com/episode/5u5R0KKMLsvbWtYTxp7ZsO?si=_uK2E9KfRk6kIVMLr1ASoA
Today we spoke with Tim Del Castillo of the Castle Law: California Employment Counsel about building a successful employment law practice. He discussed the importance of using technology to streamline processes, staying up to date on legal developments, and keeping in touch with clients. He also highlighted the need for lawyers to use networking and content marketing tactics to help promote their firm.
Episode Highlights
- How Tim got into the practice of employment law. - 4:01
- Going from being a principal to a lawyer. - 5:22
- Clever branding: How Tim came up with their brand name and tagline. - 8:23
- Using AI in legal logo design. - 10:14
- Staying on top of the practice from a professional development standpoint while running a firm with several employees. - 12:45
- What strategies he employs as a networker to try to get cases. - 15:25
- The importance of hiring a coach for your business. - 17:59
- Marketing for growing a law practice. - 20:26
- Automation in the legal practice: Installing and deploying new technology in the firm. - 22:18 Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Tim del Castillo
- https://www.castleemploymentlaw.com/
- https://www.linkedin.com/in/timdelco
Josh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space.
Josh is the CEO of his law firm and has a law degree, but does not work in legal production. His responsibilities as CEO are to come up with a vision for the firm, a strategy, and to make key strategic decisions. He has a director of operations who reports to him, as well as leaders of different departments within the firm. Josh believes that lawyers should only perform those tasks that require a license to practice law, and that non-lawyers should handle the rest of the work. He also thinks that a law firm should have a director of operations who has experience with staffing, HR, sales, marketing, and tech.
Highlights
- Ice breaker: Who is the old guy that Josh prefers? - 2:03
- Why he decided to be in the immigration law practice in Los Angeles. - 3:01
- How being a CEO and a lawyer affects the staffing around the firm. - 7:37
- How the hiring process started. - 8:30
- Hiring non-lawyers for the firm. - 10:16
- Working remotely for law firms. - 12:09
- Staying on top of the game as an immigration lawyer. - 14:45
- Marketing for firms. - 18:26
- Benefits of technology in the immigration law firm. - 20:52
- Best advice to growing your firm. - 26:20 Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Josh Goldstein
- https://jgoldlaw.com/
- https://www.facebook.com/Immigration.Visa.Lawyer/
- https://www.linkedin.com/in/joshualgoldstein
In this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer.
John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm.
In the conversation, John describes how his experience working at the Four Seasons Hotel influenced his decision to start his own law firm. He explains that he saw how the hotel treated its customers and wanted to bring that same level of service to his law practice. He talks about how his firm is focused on customer service and how that is one of the things that sets it apart from other firms.
Highlights
- Getting to know the guest: John Strohmeyer. - 1:23
- What happened to the Astros' Owner and GM? - 2:10
- How he got interested in customer service. - 4:10
- Viewing the company is customer-service focused. - 7:54
- The unique thing he’s sharing with his clients. - 11:50
- How customer service and marketing roles function in a law firm. - 14:42
- What the podcast, No Unfinished Business podcast, is all about. - 18:26
- The importance of a modern law firm using technology, building workflows or processes and then doing automation. - 21:26
- What text expander is. - 26:17 Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with John Strohmeyer
- https://www.linkedin.com/in/johnthelawyer
- https://www.strohmeyerlaw.com/
- https://www.fivestarcounsel.com/
- No Unfinished Business Podcast
- Five Star Counsel Episode 66
In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers.
Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys be more efficient and effective in their work.
Highlights
- Who are the guests for today? - 1:24
- Ice breaker: What’s the most annoying Christmas gift a child asks them? - 1:55
- One problem that a case management software platform can resolve. - 5:24
- Best features of the case management software. - 8:37
- Dealing with lawyers and their ability to place data and label into the system. - 10:47
- What can be improved to be made to the case management space? - 13:49
- The future of case management software. - 17:32
- The value of reporting. - 23:37 Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with the Guests
- https://www.cosmolex.com/
- https://zencase.com/
- https://www.linkedin.com/in/joyce-brafford
- https://www.linkedin.com/in/bobculliton
I talked with two experts in the space about matter & legal spend management software for law firms and legal departments.
Highlights
- Who are the guests for today? - 1:27
- Cranberry sauce: Yay or nay? - 2:22
- The benefits of using matter and legal spend management software. - 6:48
- How to implement the tool. - 12:20
- Managing change management. - 14:25
- Defining roles and responsibilities for people affiliated with the software to maximize the tools they’re using. - 16:53
- Using alternative legal service procedures and managed service providers. - 28:23
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Chris Bennett and Rebecca Kocsis * https://www.onit.com/ * https://www.bodhala.com/ * https://conga.com/
I talked with Jessica Youngs about how she built a remote law firm before it was cool.
Highlights
- Who is the guest today? - 01:21
- Jessica’s favorite Halloween candy. - 3:37
- The types of clients that she typically works with. - 4:57
- Making the decision to launch a practice and creating a remote business before a lot of people did. 7:12
- How she was able to make a connection with tech companies. - 9:32
- Technologies that can be useful for remote work. - 13:16
- How Jessica maintains relationships with clients in remote practice. - 15:39
- How she maintains the relationship as organizations get bigger and how she ramps up her services to meet their needs. - 19:55
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jessica Youngs * http://www.octanslegal.com/ * https://www.linkedin.com/in/jessicamyoungs
I talked with Rob Stote, an expert in the space of legal & matter spend management software.
Highlights
- What is Rob’s favorite fall flavoring agent? - 2:09
- The differences between manner management versus law practice management. - 3:05
- How can you surface digestible data for lawyers? - 5:34
- It’s all about revenue: How to build tighter funnels for revenue and identify potential leakage or breakage? - 8:48
- The new non-lawyers or business professionals that most firms are bringing in. - 14:52
- What are the major shifts in firms? - 19:18
- The obligations law firms and legal departments have to match the sophistication of their own operations. - 25:32
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Rob Stote * https://www.bighand.com/ * https://ca.linkedin.com/in/robstote
I talked with some experts in the space about how to leverage eDiscovery software in law practice.
Highlights
- Who are the guests for today? - 1:20
- What’s the best or worst Halloween costume they’ve worn or seen someone wear? - 2:28
- With the improvements made to the different software, how easy is it to use eDiscover software? - 5:39
- How does an eDiscovery software help a firm or a lawyer in managing issues? - 9:53
- Should law firms start looking at data retention? - 15:42
- The role of proportionality with all the data floating around. - 22:46
- Why are lawyers and firms not adopting AI yet? - 29:02
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with the Guests * https://indexed.io/ * https://www.linkedin.com/in/brian-mchughs-a5458b4 * https://csdisco.com/ * https://www.linkedin.com/in/alisa-mclellan-65b0897 * https://exterro.com/ * https://www.linkedin.com/in/christi-mcgowan-1a2b3851
I talked with some experts in the space about how to leverage eDiscovery software in law practice.
Highlights
- Who are the guests for today? - 1:20
- What’s the best or worst Halloween costume they’ve worn or seen someone wear? - 2:28
- With the improvements made to the different software, how easy is it to use eDiscover software? - 5:39
- How does an eDiscovery software help a firm or a lawyer in managing issues? - 9:53
- Should law firms start looking at data retention? - 15:42
- The role of proportionality with all the data floating around. - 22:46
- Why are lawyers and firms not adopting AI yet? - 29:02
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with the Guests * https://indexed.io/ * https://www.linkedin.com/in/brian-mchughs-a5458b4 * https://csdisco.com/ * https://www.linkedin.com/in/alisa-mclellan-65b0897 * https://exterro.com/ * https://www.linkedin.com/in/christi-mcgowan-1a2b3851
For a law firm to be more efficient in handling client information, can CRMs do the job?
If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.
Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.
Highlights
- What’s Jared and Nikhita’s wild school stories like? - 2:27
- How effective law firms are leveraging technology to get more efficient? - 5:23
- How to choose an ideal client. - 8:38
- Starting using AI without eliminating the human touch. - 16:21
- Where automation sequence could work and where human intervention should be placed. - 19:15
- What is the CRM onboarding process - 24:22
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Nikhita Iyar * https://www.linkedin.com/in/nikhita-iyar-85361680 * https://www.moxo.com/
For a law firm to be more efficient in handling client information, can CRMs do the job?
If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.
Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.
Highlights
- What’s Jared and Nikhita’s wild school stories like? - 2:27
- How effective law firms are leveraging technology to get more efficient? - 5:23
- How to choose an ideal client. - 8:38
- Starting using AI without eliminating the human touch. - 16:21
- Where automation sequence could work and where human intervention should be placed. - 19:15
- What is the CRM onboarding process - 24:22
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Nikhita Iyar * https://www.linkedin.com/in/nikhita-iyar-85361680 * https://www.moxo.com/
I talked with experts in the field about utilizing time, billing & payments software in the law firm environment.
Highlights
- Who are the guests for today’s episode? - 1:23
- Ice breaker: What their favorite and not-so-favorite shows are. - 2:52
- What their thoughts are on law firms starting to build their own payment system? - 7:07
- How important it is to build a system to streamline billing for the law practice to use the software. - 15:26
- How to make time tracking easier. - 23:28
- How lawyers can construct what are effectively compelling invoices? - 31:05
- What their best tips are for getting paid more here in the last quarter of 2022 that the law firm could implement immediately? - 36:14
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Matt Speigel, Tomas Suros, Scott Clasen, and Sam Mallen * https://www.lawmatics.com/ * https://www.mycase.com/ * https://www.timesolv.com/ * https://www.abacusnext.com/
For today’s episode, I spoke with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur about contract management and the risk management systems, and the best practices for lawyers and law firms.
Highlights
- Who are the guests for today’s episode? - 1:25
- The icebreaker: What scary animal encounter they’ve had? - 3:23
- What risks are involved in the risk management and contract management spaces? - 9:40
- How do you build processes and how do you implement them? - 17:56
- How can you construct, simplify, templatize, and standardize languages within the contracts? - 28:08
- What lawyers don’t know about contract management software is that they should. - 37:35
- How to get more information about the guests. - 39:19
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur * https://linksquares.com/ * https://www.malbek.io/ * https://www.gatekeeperhq.com/ * https://www.spotdraft.com/
I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms.
Highlights
- What their favorite television productions are and why people should be watching them. - 2:48
- What MyCase: What to expect and what it means for the industry. - 5:12
- With the acquisitions happening in the legal space, how do they stay on top of what’s happening with the companies? - 7:03
- What should you follow in terms of styling and formatting? - 9:56
- Where to store the documents: The best practices and software to use. - 12:55
- Is the client portal a good and effective file-sharing solution? - 15:15
- Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn’t be daunting for lawyers? - 17:23
- How to manage integration with document management tools for law firms. - 22:38
- What an integrated experience looks like from the perspective of a case management software user. - 24:49
- What’s their favorite document management tip? - 27:24
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Adrian Bailey and Arman Samani * https://www.docstyle.net/ * https://www.mycase.com/ * abailey@docstyle.net * arman.samani@mycase.com
I interviewed several vendor reps about the features and latest developments in law practice management software.
Highlights
- Who are today’s guests? - 1:15
- Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41
- What is happening in the world of legal tech? - 5:51
- What a lawyer should do during an acquisition? - 7:10
- What does acquisition mean for attorneys? - 8:38
- What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? - 12:06
- The strategies for lawyers in uncertain times. - 20:09
- Integration of case management software and other software: Are there specific integrations needed? - 28:16
- Integration versus data privacy and security. - 33:38
- The biggest misconception lawyers have about law practice management. - 38:45
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Dov Slansky, Jim Garrett, Colin Li and Igor Selizhuk * https://www.smartadvocate.com/ * https://www.litify.com/ * https://joinparadigm.com/ * https://assemblysoftware.com/
I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams.
Highlights
- Are Australian children’s television as amazing as it seems to those living in Australia? - 3:36
- What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20
- Is it cheaper to go with a cloud tool than a legacy? - 7:31
- Can you combine legal matters and spending management?
- How will it affect the software that the legal team will use? - 9:25
- How integrating two separate categories into one software can affect the marketplace. - 11:10
- The different kinds of business intelligence software should take a look at. - 12:11
- How a change in mindset has affected the software. - 14:27
- What you should look for, in terms of legal matter management, in an in-house team? - 16:50
- The kind of efforts Jodie Baker’s team has embarked on. - 19:00
- Advice to women who are interested in starting in technology. - 22:33
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jodie Baker * https://www.xakiatech.com/ * https://www.xakiatech.com/about/jodie-baker * https://au.linkedin.com/in/jodiebakerxakia
I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.
Highlights
- Who is Brooke Lively?
- The place she enjoys the most. - 4:02
- What Key Performance Indicator is and what does it have to do with law firms? - 5:01
- The importance of knowing your firm’s Key Performance Indicators. - 6:11
- Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40
- What law firms should be looking at and monitoring. - 8:41
- The AR is created in the sales call: How does that work? - 12:05
- Creating the process of having a fee agreement in your contract. - 13:27
- What’s an evergreen retainer? - 14:36
- The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13
- What’s the best accounting tool for law firms? - 23:11
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Brooke Lively * https://www.cathcap.com/ * https://www.cathcap.com/brooke-lively-bio * https://www.linkedin.com/in/brookelively
I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice.
Highlights
- David’s approach of using Zoom backgrounds for conferences. - 2:30
- What access to justice is. - 4:12
- Experimenting with limited scope representations. - 7:27
- To what extent do for-profit companies solve the problem? - 11:39
- Views on document assembly and outworks, and access to justice issues. - 13:15
- Improvements are being made to e-filing and access to justice. - 16:19
- What Natural Language Processing is. - 19:50
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with David Colarusso * https://www.suffolk.edu/academics/faculty/d/c/dcolarusso * https://www.linkedin.com/in/colarusso
I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments.
Highlights
- Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43
- The benefits of e-discovery software for lawyers. - 4:15
- The trends in e-discovery that law firms should be aware of. - 6:58
- Should a smaller firm utilize a different software? - 8:14
- The trends in the software product. - 10:34
- The table stakes for me: The baseline features and things that I should be looking for when buying software. - 13:57
- The additional software to make the software function better from an e-discovery standpoint. - 16:33
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jeffrey Wolff * https://ipro.com/ * https://www.linkedin.com/in/jeffreymwolff
I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices.
Highlights
- March Madness: What happened to the NCAA tournament? - 3:05
- What are the practical effects on operations of law firms focusing more on customer experience? - 5:21
- Why is it important for law firms to have a dedicated CRM? - 6:46
- Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43
- The common mistakes that law firms are making with their intake processes. - 13:17
- Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36
- How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39
- How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46
- Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59
- The three things law firms can do to supercharge their intake process. - 27:50
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Niki Black, Sara Bottorff, and Dan Jacobs * https://www.mycase.com/ * https://lawmatics.com/ * https://lawruler.com/
Jared welcomes Ernie Svenson for today's episode.
Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method.
Tune in to learn more about how automation works with paperless operations in law firms.
Highlights:
- Ernie’s Svenson’s history and background - 1:48
- Implementing processes in a law firm - 3:01
- From practicing attorney to efficiency expert for other attorneys - 4:45
- Processing information effectively with the help of a case map - 9:24
- Choosing a wide-scale applicable procedure for your practice - 13:54
- The benefit of transitioning to paperless documentation - 16:03
- The importance of being open to learning something new patiently - 18:32
- Integrating Loom videos - 22:05
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Ernie Svenson * https://ernietheattorney.net/ * https://www.linkedin.com/in/stephenseckler * https://redcavelegal.com/
Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode.
Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success.
After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of the industry's pioneers in legal marketing.
Tune in to learn more about legal technology in plain English.
Highlights:
- Benefits, options, and latest developments in the legal space
- Steve’s business rebranding process
- Lawyers in marketing
- Helping clients with referral-based marketing
- How Zoom helped business networking and relationship building during the pandemic
- Content repurposing as a lawyer
- Technology is a great way to leverage time but not a substitute for relationships
- Different tools and software to help you
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jason Foscolo * https://www.seckler.com/ * https://www.linkedin.com/in/stephenseckler
For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC.
Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more.
Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the United States Marine Corps which honed his expertise in government ethics, criminal law, installation law, and contract law.
Highlights:
- How his experience is upon entering the Marine Corps contrary to what the movie shows
- What Jason Foscolo PLLC does and how it started
- Why did he make the decision to choose a brand name versus a traditional law firm name
- What the subscription law practice is and how it’s different from other practices
- How he manages payments from clients
- What he uses in terms of technology to organize himself
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jason Foscolo * https://www.foodlawfirm.com/ * https://www.linkedin.com/in/jason-foscolo-36589925
What’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice?
For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field.
Lastly, Jared with two guests, discussed the current and future impact of artificial intelligence in legal software and on law practice.
Highlights
- The guests. - 1:11
- The Legal Week experience. - 2:22
- People’s temperature on swag. - 4:33
- Bridging the gap. - 6:52
- Data management in legal. - 9:36
- Buzzworthy topics in the legal tech field. - 13:19
- The impact of AI in legal practices. - 19:27
- What are they looking for in March 2022? - 24:04
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Catherine Casey and Nick Whitehouse * https://www.linkedin.com/in/catherineacasey * https://nz.linkedin.com/in/nick-whitehouse
Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time?
For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue.
Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He touches an important topic that most firms look upon: Collecting accounts receivable. Scott cites the different ways law firms can use this for collection and how integrated payments can help these firms.
Highlights
- Who is the guest today? - 1:17
- Ways law firms can do a better job at capturing time. - 3:56
- Why is there a need to keep track of time? - 7:01
- Metrics to look at. - 9:22
- Tactics for law firms to collect more of their accounts receivables. - 12:05
- What’s an integrated payment for law firms? How can it help law firms collect money? - 14:30
- Favorite feature of time and billing software. - 20:29
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Scott Clasen * https://www.linkedin.com/in/scott-clasen-4872288 * https://www.profitsolv.com/ * https://www.timesolv.com/
With the advent of technology, will law firms move forward despite the pandemic?
Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives.
In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry.
Highlights
- Welcoming Jim, CEO of MyCase - 1:10
- Jim’s prior experiences serve as a ladder for his new role - 3:30
- Thrive or die?: Technology in a pandemic - 5:33
- Do you see lawyers backsliding after technology adoption? - 8:58
- What is the Net Promoter Score? - 9:40
- Tech challenges for lawyers: Why it is hard for law firms to delve into new technology - 10:55
- Two things tech companies do to assist law firms in addressing the challenges - 12:17
- Legal industry report on remote work and its future -13:27
- Will the face-to-face events be back? - 15:31
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Jim McGinnis * https://www.mycase.com/ * https://www.linkedin.com/in/jamespmcginnis
How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones?
In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition.
Highlights
- Who’s the guest today? - 1:11
- Outlaw, the contract management platform. - 1:59
- Icebreaker: Cain being a skier and a snowboarder. - 3:27
- Tips for a young man on his first skiing adventure. - 4:46
- Why did he feel it’s important to make the acquisition? - 6:16
- Things to look for in a solution. - 10:30
- The difference between how to use the product as a legal department in a large company and in an independent law firm? - 12:30
- Balancing between ad hoc needs of specific clients. - 15:05
- The next evolution that Cain sees in contract lifecycle management. - 16:22
- Can contract lifecycle management assist in the staffing crisis? - 18:08
- The most important field type that exists. - 20:00
- How to get more information about Cain Elliott, Filevine, and Outlaw. - 20:50
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Cain Elliott * https://www.filevine.com/ * https://www.linkedin.com/in/cainelliott
In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm.
Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time.
Highlights
- Starting off with Ground Hog Day - 2:00
- Stuck in the time loop with document management - 2:37
- Managing workflows through software - 4:05
- Evolution of document management over the past 3 decades - 6:11
- Pressing on heightened data security: protection of users - 11:07
- Attorneys are not technologists - 13:10
- Incorporating more document management technology on courts and law firms - 14:00
- Artificial Intelligence in simplifying evidence management - 19:10
- Future of document management - 21:02
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Alvin Tedjamulia
- https://www.linkedin.com/in/alvin-tedjamulia-a3492a12
- https://www.netdocuments.com/
- Connect with Elizabeth Vanneste
- https://www.linkedin.com/in/elizabeth-vanneste-ba43b3
- https://viqsolutions.com/
What’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data.
Highlights
- The guests for today’s show: Who are they? - 1:15
- Sharing their New Year’s Resolutions:
- Should you do it or are they cliche? - 2:52
- The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09
- The stats or KPIs that law firms should look for now. - 15:27
- How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38
- Why is having their own payment tools advantageous for lawyers and law firms? - 21:56
- Can a law practice management system do a better job of integrating lead management and how? - 27:31
- Law practice management software supporting the client interaction workflows. - 30:46
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao * https://www.abacusnext.com/ * https://moxtra.com/ * https://www.clio.com/ * https://www.filevine.com/ * https://www.lawmatics.com/
It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson & Wilson.
Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms.
Highlights
- Who is the guest for today? - 1:16
- Growing up with a guest ranch where celebrities would visit. - 2:04
- What is metaverse and why should lawyers care about it? - 3:41
- Changes in technology to implement metaverse. - 6:15
- Cost of setting up: Is it difficult to do? - 10:28
- Pitching the metaverse to clients. - 12:11
- Building the avatar in a professional way. - 17:56
- In addition to initial communication, how did Mitch end up engaging with people after the fact or staying on top of the mind? - 21:56
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorrei * https://twitter.com/RedCaveLegal * Connect with Mitch Jackson * http://jacksonwilson.com/ * https://www.linkedin.com/in/mitchjackson?trk=public_post_share-update_actor-image * https://www.instagram.com/mitchjackson
What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement?
For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology.
Highlights
- Meet the guest today. - 1:27
- What’s the favorite marathon that he’s done and what’s the favorite place of his wife whenever John forces her to tag along to? - 3:06
- Why is it the wrong approach? - 6:34
- People prefer going on a Space Mountain rather than going cleaning every six months. - 8:08
- What is it gonna take for lawyers to move from analog to digital? - 9:11
- One of the reasons John started his law firm. - 12:18
- The belief is that every interaction should be really high touch. - 13:30
- Convincing other attorneys who are not using technological tools to move away from the high-touch approach of running a law firm. - 13:57
- Tools that law firms should be considering. - 15:50
- The high touch concept: What John noticed over the years. - 18:15
- “You’re doing a lot of effort for a client, especially for you as an attorney”: What’s his take? - 19:50
- What’s a Client Care Team? - 20:46
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with John Strohmeyer * https://www.strohmeyerlaw.com/ * https://pod.link/1539196686 * https://www.linkedin.com/in/johnthelawyer
Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams.
Highlights
- What is the latest in the legal space? - 1:00
- Value of leveraging software for managing matters - 4:40
- Value Proposition Software on matter management of in-house legal teams - 6:15
- How can software manage and control legal spending? - 7:42
- Benchmarking legal insights - 10:45
- How can we show value to the business? - 12:45
- The help of software inside the legal department in making their case - 15:30
- Pressures on legal teams - 17:23
- Sam’s favorite software feature - 19:53
- Matt’s favorite software feature - 21:25
- Future trends in legal space - 24:07
Episode Resources * Connect with Jared Correia * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Matt DenOuden and Sam Kidd: * https://www.onit.com/ * https://www.lawvu.com/
More law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data.
But why are there still law firms that are not switching to eDiscovery software?
Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a firm.
Highlights
- Who are the guests for today? - 1:06
- Thanksgiving question: In your house, is it dressing or stuffing? - 2:40
- The value of eDiscovery software. - 5:19
- How can you define defensibility for a law firm that’s yet to come across that term? - 9:19
- What’s their personal favorite eDiscovery feature? - 10:26
- Where is the software moving in the future? What are the trends people should be expecting to see? - 18:44
- Implementation for first-time users: How can you get into the software for the first time and how easy is it to implement software like this? - 23:55
- How to get more information about the guests. - 30:29
Episode Resources
- Future Shock by Alvin Toffler
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with the Guests
- https://milyli.com/
- https://www.indexed.io/
- https://www.csdisco.com/
Do law firms need to upgrade their tools and software? What’s the best option to use?
Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at.
Highlights
- Who today’s guests are. - 1:19
- The appropriate time to start listening to Christmas music. - 3:08
- Why does it take people so long to start building front office software? - 5:29
- Nick’s thoughts on why it took so long in the legal space. - 9:19
- What’s the best pathway? - 14:38
- The other used phases for CRM. - 21:01
- Value of automations to law firms. - 27:16
- Favorite KPI that law firms should be looking at. - 33:58
Episode Resources * www.answeringlegal.com * www.lawmatics.com * www.filevine.com * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal
Artificial intelligence or AI is proven to improve communication, sales, and customer service for different industries. It can ensure cybersecurity defense, improve data gathering analysis, and even engage employees and customers. Can it also improve the processes in the legal world?
Jared welcomes Nick Whitehouse of Onit to talk about AI and how it can help improve legal firms. Nick answers several questions surrounding Artificial Intelligence and how it can give a competitive edge to a law firm.
Highlights
- Why and how did the name AI Center of Excellence come about? - 1:38
- Artificial intelligence: Is it better than natural intelligence? - 2:24
- What Nick thinks about the movie Lightyear. - 4:05
- The working definition of AI. - 5:59
- What is machine learning and how it can work together with AI? - 7:55
- Are machines going to take away people’s jobs in the near future? - 9:59
- In terms of AI development, is it legal behind other industries? - 13:31
- Software applications for AI that have tangible effects on the average law practice. - 14:52
- Utilizing AI can be a competitive edge for a law firm. - 20:26
- The future of AI in the legal talk in the next five years. - 21:59
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Nick Whitehouse * https://www.onit.com/
Privacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others.
Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery.
What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. Together with Jared, Dan talks about the development of eDiscovery as well as the value that it can bring.
Highlights
- What eDiscovery is for lawyers, especially for non-tech savvy ones. - 1:49
- Fun and exciting things to do in New England in the fall. - 2:54
- Developing into eDiscovery. - 4:04
- Things that Dan alluded to which changed the game of eDiscovery. - 10:01
- The value of eDiscovery software to an attorney or a law firm. - 11:33
- How can you wrap your head around eDiscovery without feeling overwhelmed? - 15:34
- Tips for moving the project forward. - 21:27
- Additional resources. - 26:32
Episode Resources * https://www.thesedonaconference.org/ * https://www.americanbar.org/ * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Dan Gelb * https://www.gelbgelb.com/ * https://www.gelbgelb.com/our-team/daniel-k-gelb-esquire/
Accuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use?
In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the alternative fee agreements and different payment funnels that attorneys and law firms can use as well as the new trends that people can expect in e-payments.
Highlights
- The two guests for today’s show. - 1:16
- Ice breaker: What’s the weather like in your area? - 3:17
- Why should law firms start using e-payments? - 9:06
- How is surfacing data related to bill payment? - 13:05
- Alternative fee agreements for law firms. - 18:03
- Financial services acting as a middle man between the client and the law firms: What does it mean and how does it work? - 25:03
- The new trends that people can expect in e-payments. - 27:24
- Do legal payment providers offer options if a consumer wants to pay using cryptocurrency? - 28:44
- Where to find the guest today. - 31:49
Episode Resources * https://timesolv.com/ * https://lawpay.com/ * https://redcavelegal.com/ * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Scott Clasen and Jordan Turk * http://affinipay.com/ * https://www.profitsolv.com/
Legal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions.
Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’re up for renewal and letting the other party know of the last day when the contract will lapse. Listen in to know what are the different strategies to use when selecting the right legal research provider.
Highlights
- The big difference with other lawyers: Rob loves college football. - 2:50
- What are the big changes in the industry of legal research? - 5:41
- The checklist that Rob’s running through when talking to legal firms about making decisions on legal research. - 9:16
- Recommendation he’s always giving to clients: As soon as the agreement is signed, you send an email to your contacts, “Please set my agreement to lapse on the last day of this term.” - 11:32
- Are there a lot of firms cutting their research budget due to the pandemic? - 15:30
- Involve your power users into the conversation. - 18:28
- Set of features of legal platforms that Rob sees as totally essential for a law firm. - 21:23
- Do law firms use free resources first? - 24:10
- How much should prices be an issue? How big of consideration should it be for law firms? - 28:01
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Rob Foil * https://www.nuix.com/ * https://asklegato.com/
Contracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen.
Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes.
Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can help different firms. Not only that, they also share different success stories of shifting to software and the future of contract management software.
Highlights
- Who are the guests? - 1:19
- What do they do on Halloween? - 3:19
- Why is it important for law firms to use contract management software? - 8:07
- Once you start automating and start using contract management software, you free up time and are able to focus on other tasks. - 12:08
- Features of a Contract Management Software. - 14:03
- There’s more focus on collaborative work: Younger attorneys are more open to collaboration. - 20:35
- The biggest shift or feature that you’ll start to see is the usability of the product that you want to use. - 22:45
- The future of Contract Management Software. - 23:58
Contracts are written for people to understand. - 30:46
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with the Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller * https://legalsifter.com/ * https://contractworks.com/ * https://www.donna.legal/ * https://contractpodai.com/ * ContractPodAI.
For lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession.
Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available.
Highlights
- Introducing the phenomenal guests. - 1:18
- It’s essential for modern law firms to manage documents using robust systems that are accessible to both staff and clients. - 2:54
- What’s your favorite font? 3:27
- Formatting tips and best practices for law firms and lawyers. - 6:27
- How to organize these documents and keep them organized? - 12:24
- Tips and suggestions on using templates and template maintenance accessibility. 21:20
- The future trends of document management. - 28:57
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Cain Elliott, Jenni Davenport, and Chris Cangero * https://www.docstyle.net/ * https://www.wealthcounsel.com/ * https://www.filevine.com/
Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software.
Highlights
- Introducing the guests of today’s show. - 1:20
- The main focus of today’s topic. - 2:03
- Icebreaker: How’s your vacation? - 3:12
- The latest trend in law practice management. - 10:31
- Moving towards automation by using a case management system. - 15:34
- What are the future trends in law practice management? - 18:29
- Technology leads law practice management to be predictive, rather than reactive. - 23:58
- The hidden gems: What are the most overlooked features of case management software? - 27:55
Episode Resources * 7 Habits of Highly Effective People by Stephen Covey * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with the Guests * https://www.smokeball.com/ * https://matter365.com/ * https://moxtra.com/ * https://smartadvocate.com/ * https://clio.com/
Jared talked to Gabriela Cubeiro of CasePeer and Evan Armstrong of FileVine about data analytics in law firms.
Highlights
- Data analytics for law firms - 5:27
- Focusing on clients - 8:24
- Software providers - 11:26
- The analytic side of software - 12:17
- Reports to generate data - 16:53
- KPI, what is that? - 22:10
- Building a better and stronger team - 24:09
- Future for law firms - 25:05
- The best KPI process - 26:02
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- https://www.filevine.com/
- https://www.casepeer.com/
Jared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms.
Highlights
- Cybersecurity is in the news every day - 1:41
- What magnifies complexity - 10:23
- You need cybersecurity training - 10:58
- How you can protect yourself - 16:45
- Understanding the threat - 18:01
- Why people are unprotected - 19:21
- Biggest reasons why so many firms are unprotected - 23:02
- Business email compromise - 25:31
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Tom Lambotte * https://www.securityplus.io/
Jared and Emily talked about how to choose the right tech, without getting distracted by new, shiny objects.
Highlights
- Getting so distracted by shiny objects - 2:12
- Avoid buying new things - 3:19
- Making proactive decisions - 7:14
- How to choose technology effectively - 9:25
- Making an appropriate investment - 10:36
- Looking for a device that fits your needs - 11:32
- Her main device - 14:48
- The most essential software tools - 16:25
- Using technology to delegate - 22:29
- Tech is your friend - 23:51
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Emily Amara Gordon * https://redcavelegal.com/ * http://amaralaw.com/
Jared talked with John Lerner, Cathy Kenton, and Brian Dalton about the LegalTech NonEvent.
Highlights
- The genesis of the NonEvent podcast - 3:45
- There are so many products in the market - 4:34
- Making product recommendations - 5:42
- Where they started - 7:00
- Making NonEvent online - 13:56
- A community of tech startup people - 20:47
- Making informed decisions - 27:46
- Loving tech - 28:22
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Cathy Kenton cathy@legaltechmg.com
- John Lerner lerner@breakingmedia.com
- Brian Dalton bdalton@breakingmedia.com
Jared talked with Tyler Smith about how to get legal software, and then get the most out of it, when you use it.
Highlights
- Adopting the right legal tech for you - 2:03
- How great it is being in Iowa - 2:47
- How much time do you need to sell - 6:14
- Planning is everything - 7:57
- How to set revenue goals in this context - 8:56
- One of Tyler’s favorite pieces of legal technology - 11:20
- Using technology to manage staff - 16:00
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Tyler Smith
- tyler@smithlawiowa.com
- https://smithlawiowa.com/
Jared talked with Raymond Asiimwe about whether to buy or build software for a law firm.
Highlights
- How law firms can maximize technology - 1:35
- Making decisions to put the right technology in your law firm - 2:38
- Buying the shiny object - 4:33
- How you decide as a law firm what technology you need - 9:23
- Building the systems that we want - 10:43
- How to decide who to hire - 14:34
- A real mindset change for lawyers - 17:37
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Raymond Asiimwe * rasiimwe@bytelexhq.com * http://bytelexhq.com/
Jared talked to lawyer Gina Bongiovi about her legal technology beefs.
Highlights
- Lawyers adopting technology - 2:05
- There are a lot of promises for the legal tech - 2:51
- Having some legal tech beefs - 4:41
- Cloud-based technology - 5:51
- Her beefs - 6:36
- Communicating frequently with our clients - 8:36
- A tech wish list for 2022 - 15:22
- You need to start with your needs - 17:48
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Gina Bongiovi * https://bongiovilaw.com/ * gina@bongiovilaw.com
Jared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs.
Highlights
- CRM: Customer Relationship Management Software - 1:40
- What allows a CRM - 2:05
- CRM are cloud-based - 2:22
- A lot of law firms are not using CRMs - 2:55
- One of the biggest challenges that they have - 4:18
- Having a CRM in place - 7:19
- How legal operates - 10:13
- Managing your leads better - 13:45
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Erik Bermudez * erik@filevine.com * https://www.filevine.com/
Jared interviewed an attorney who has built a platform for selling legal products = documents.
Highlights
- Productization in legal - 1:44
- The difference between services and products - 2:01
- Alternative ideas for selling products - 5:17
- Using estate planning documents - 7:01
- Making sure that customers are happy - 9:22
- A whole experience for the client - 10:13
- Setting expectations - 14:21
- There’s nothing wrong with launching a product - 16:08
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Sankeetha Selvarajah * sankeetha@gmail.com
Jared talked about definitions and uses for AI in the legal technology space. He talked about this topic with Nathan Wenzel from SimpleLegal and Alex Smith from iManage
Highlights
- AI is simple and complicated at the same time - 2:13
- AI: a misunderstood concept - 4:14
- AI is just math - 6:16
- Unsupervised and supervised machine learning - 9:18
- What lawyers should be doing - 14:28
- Ways to use AI - 16:28
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Nathan Wenzel * nwenzel@simplelegal.com * www.simplelegal.com * Connect with Alex Smith * alex.smith@imanage.com * www.imanage.com
Jared interviewed Scott Clasen of TimeSolv and Niki Black of MyCase about time capture, billing, and managing client payments for law firms.
Highlights
- Having a new hobby from the pandemic - 2:46
- Collecting payment information - 5:39
- There’s no technology excuse right now - 8:29
- New payment plans - 11:00
- Payment processing tools - 12:42
- The importance of e-payments - 16:30
- Understanding the processing fees - 17:56
- E-payments are not created equal - 18:46
- The whole billing cycle - 21:00
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Scott Clasen * https://www.timesolv.com/ * scott.clasen@timesolv.com * Connect with Niki Black * niki@mycase.com * https://www.mycase.com/
Jared talked with Jerry Levine of ContractPodAi about contract lifecycle management. ContractPodAi helps your team to do more, and do it better, in less time. They will help unify your organization with complete contract lifecycle management, from a library of contract templates simplified for any user to a fully integrated electronic signature.
Highlights
- Contract management software - 1:09
- Doing it for 15 years - 2:15
- A product for legal technology - 2:31
- Trying to figure out how to solve a problem - 5:03
- Making a discovery - 6:47
- A day of discovery - 7:30
- What does contract lifecycle management means - 8:22
- The three stages of the process - 11:09
- Benefits if you’re a firm - 17:57
- Working better by adopting technology - 20:53
Episode Resources - Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Jerry Levine
- jerry.levine@contractpodai.com
- https://contractpodai.com/
Jared interviewed several vendors on the topic of document management software in the legal space.
Highlights
- Presenting the guests’ of today’s episode - 2:03
- A word processing tool - 4:00
- One of Jared’s favorite subjects and how it works - 5:17
- Personalizing the document - 6:26
- About document assembly - 7:56
- What's the Portable Document Format (PDF) - 8:37
- PDF as a tool - 9:39
- The security benefits of using PDFs - 10:19
- Combining reporting and management systems - 11:39
- The notion of a system of records - 12:53
- The best document management system tip - 16:36
- Using document management tools - 18:05
- Episode Resources
- https://www.filevine.com/
- https://www.mycase.com/
- https://www.foxitsoftware.com/
- https://www.pathagoras.com/
- Cain Elliott cainelliott@filevine.com
- Roy Lasris info@pathagaros.com
- Niki Black niki@mycase.com
- Mike Bigelow mike_bigelow@foxitsoftware.com
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
Jared interviewed three vendors on the features of law practice management software. They explain the software and why it’s important.
- Highlights
- Technology conversations direct to lawyers - 0:40
- Law practice management software - 2:21
- Rohit’s insights about law practice management software - 3:43
- Collaboration is essential - 4:41
- Joshua’s insights about becoming “centralized” - 5:58
- Migration and onboarding are two different things - 7:34
- Learning the tool and how to maximize the tool - 8:40
- A point of inflection for legal - 11:11
- Clients do not want to go back to the “old way” - 14:15
- Using a cloud-based software - 15:32
- What happens when you have everything in the cloud - 17:51
- About VPN - 18:38
- How to contact Cain, Joshua or Rohit - 20:05
- The best productivity hack - 20:44
- Zapier as an excellent integration software - 23:22
Episode Resources * Connect with Jared Correia * jared@redcavelegal.com * https://redcavelegal.com/ * https://www.linkedin.com/in/jaredcorreia * https://twitter.com/RedCaveLegal * Connect with Cain Elliott, Joshua Lenon, and Rohit Parekh * Cain Elliott cain@filevine.com * Joshua Lenon joshua@clio.com * Rohit Parekh rohit@matter365.com
Law firms that are more efficient make more money. Host, Jared Correia, focuses on how technology can benefit your bottom line. This podcast is for the luddite-leaning lawyer that has been ignoring technology and is ready to learn the legal technology tools and interview software executives to help your firm.