

Adventures In Legal Tech
Jared Correia
"Adventures In Legal Tech" explores effective solutions to unique technology issues. Each episode provides actionable steps to solve everyday problems lawyers encounter. It's kind of like "This Old House" — but with way more law.
Episodes
Mentioned books

Oct 30, 2024 • 45min
Shake Your Money Maker - Law Firm Billing & Financial Management Strategies with Joyce Brafford and Brooke Lively
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/

Oct 25, 2024 • 26min
Revamping an Immigration Law Firm on the Fly with Ellen Sullivan
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/

Oct 11, 2024 • 24min
Contract Lifecycle Management & the Impact of Artificial Intelligence with Kristin Riviello
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

Oct 5, 2024 • 44min
Back to Law (Practice) School: Everything Law School Didn't Teach You with Joyce Brafford
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/

Oct 4, 2024 • 27min
Effectively Implementing Artificial Intelligence in Law Practice with Jennifer Poon
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/

Sep 18, 2024 • 31min
Solos, Women-Owned Law Firms & AI - Oh, My! With Carolyn Elefant
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/

Aug 23, 2024 • 49min
Switcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna Brown
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/

Aug 13, 2024 • 32min
Google Ads in the Age of AI with Desire'e Martinelli
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/

Aug 7, 2024 • 30min
Experimentation in an Immigration Law Practice with Manny Gonzalez
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/

Aug 2, 2024 • 39min
Where Credit Is Due: Payment Solutions for Advanced Law Firms with Joyce Brafford and TJ Kerr
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/


