Adventures In Legal Tech

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 evalua...

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 - Ir...

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...

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 - Documenti...

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...

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 softwar...

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:...

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...

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 w...

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...

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 - Humo...

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 o...

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 cal...

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]...

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 Mante...

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 explanati...

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 - Fi...

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 r...

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 flexib...

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...

I talked with a legaltech expert about how law firms can outgrow their tech stacks & what to do about it. Episode Highlights 00:13 -  Simplifying legal tech access. 04:18 - Challenges in tech adoption for lawyers. 10:06 - Transition to cloud-based solutions. 15:49 - Bottlenecks: Identifying inefficiencies. 21:30 - Importance of client feedback. 24:09 - Streamlining software use in firms. 27:10 - I...

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 -...

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...

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@redc...

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 C...