Adventures In Legal Tech

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...

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 import...

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...

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...

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...

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 finan...

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...

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 i...

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 t...

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 adv...

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...

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...

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 wo...

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...

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 so...

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 af...

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:...

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...

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 managi...

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...

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 l...

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 sp...

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 happenin...

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...

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 yo...