Adventures In Legal Tech

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/

Travis Richards, managing attorney, shares his journey from farming to law, the impact of the pandemic on landlord-tenant law, challenges of new eviction filing requirements, benefits of custom technology solutions for law practices, and the future of AI in the legal profession.

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

Brendan Ward, a practicing lawyer, shares his journey from solo practice to partnership, expanding into estate planning and real estate. He discusses setting up ancillary businesses, venturing into commercial real estate investments, and the limitations of wealth creation within law practice. The conversation also delves into the importance of tech tools in streamlining legal practice.

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/ https://www.linkedin.com/in/caroline-cantelon-20313631/

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/