Adventures In Legal Tech

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/