Adventures In Legal Tech

Jared spoke with an expert in the space about the latest technology updates for legal research & writing. Episode Highlights 05:03 The fundraising stage for Brief Catch and the challenges faced 07:32 Plans about using AI in Brief Catch 08:23 Predictions about the future of the legal research and writing technology space 13:27 The potential of custom GPTs in law firms 18:22 Role of AI in reshaping the legal profession 19:44 Grading concerns in law schools because of AI usage 20:53 Recent case where 5th circuit court mandated the disclosure of AI use 21:17 Eagerness of judges to explore and use legal tech products. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Ross Guberman https://briefcatch.com/ https://www.legalwritingpro.com/bio/

Jared spoke with a vice president at a case management software company about how niche tools may be the wave of the future, plus AI! Episode Highlights 05:20 The evolution and prospects of case management software for different practice areas 09:08 How lawyers should approach AI in their work 13:25 Misuse of the term 'AI' in legal tech 14:42 Potential mergers and consolidations in legal tech 20:14 Blade Runner 2049 and the similarities of its 'smart robots' to emerging AI technology like chatbots 23:06 The level of feasibility of the 'ceasefire on marketing' concept 24:11 Advice for attorneys looking for 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 Chad Sands https://www.cloudlex.com/

Jared talked with an experienced legaltech software executive about the latest trends in the space. Episode Highlights 03:22 Chris' first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI in legal practice, particularly in relation to privacy concerns 18:55 How the younger generations that grew up with computers and technology are now becoming decision-makers in law firms 22:10 How regulating trust accounting across the US legal profession could reduce consumer complaints 26:26 Blockchain technology and whether it's still relevant 27:32 The potential future of blockchain 28:49 FTs being a fad 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 Stock chris.stock@chrisstock.us https://shiftsixos.com/ https://www.clio.com/

Jared talked with a solo attorney about how he onboards and manages technology. Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and newsletter frequency 24:56 Effectiveness of Levitate as a marketing tool in improving client communication and brand visibility 25:53 The necessity and cost of legal research software like Westlaw or Lexis 27:45 The importance of learning how to use legal research tools effectively 28:01 The value of the online library resources available through the Texas State Bar Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Bud Glavy https://www.glavylaw.com/ https://www.linkedin.com/in/bernard-bud-glavy-a0913b71

Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms. Episode Highlights 02:14 Dani's extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of her coaching and mentoring business 22:13 How she uses AI tools to plan out a daily schedule 25:09 Calendly and Acuity as efficient scheduling tools for lawyers 25:50 The importance of planning and timing of content distribution Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dani Whitestone https://www.linkedin.com/in/daniwhitestone/ https://www.linkedin.com/posts/daniwhitestone_here-are-the-marketing-resources-mentioned-activity-7130370216848449536-94gd/?utm_source=share&utm_medium=member_desktop https://www.customindustrialservices.com/

Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances. Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser. Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj's favorite personal financial apps Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Niraj Chhabra niraj.chhabra@sidebaradvisors.com https://sidebaradvisors.com/

Jared talked with an expert witness, who discussed the logistics of testifying - virtually. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert testimony via Zoom 10:23 Her experiences with different virtual platforms for her testimonies 15:49 Advantages of giving testimonies online 17:35 The isolating experience and downsides of giving testimony virtually 20:03 The future of giving expert testimony 22:15 Use of artificial intelligence to generate questions for expert witnesses during trials 25:52 The non-testifying consulting role of an expert, advising and educating attorneys about the scientific aspects of the case Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Allison Muller https://acrimullerconsulting.com/ https://www.linkedin.com/in/acrimullerconsulting

Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 01:48 Michael's journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as a source of automation rather than just a part of it 24:43 How advances in software can impact compensation structures within firms 26:39 The importance of tracing payments back to the originating attorney or timekeeper for accurate performance and compensation conversations Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Michael Anderson michael@filevine.com https://www.filevine.com/ https://www.linkedin.com/in/michael-anderson-374299163

Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score 21:47 Tips on how law firms can create powerful Google ads 22:24 How emotion-based ad content can generate stronger responses and lead to higher click rates, which improve the quality score 23:06 Leveraging keywords to trigger the display of your ads 23:45 The most specific type, exact match, ensures that Google only shows your ad when someone uses your exact keyword in their search Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jeff Lantz https://esquireinteractive.com/ https://esquireinteractive.com/google-ads-set-up-videos/ https://www.linkedin.com/in/jefflantzesq

Jared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:16 The concept of a digital nomad. 06:27 Visa process and recommendations for countries to consider for a digital nomad lifestyle 08:10 Favorite spots and experiences as a digital nomad 10:52 Is it difficult to handle clients with different time zones? 14:11 Essential equipment and services for a digital nomad lifestyle, with focus on using a VPN 15:55 Megan's use of virtual office backgrounds 18:20 Communication tools like Loom and Marco Polo for asynchronous video chats 19:43 The utilization of Videoask internally and externally, including workflows for clients seeking consultation 22:04 Use of Slack for internal team management and client communication 23:49 Utilizing a virtual mailbox and designated addresses 25:55 Using Acuity for automating check-ins and booking sessions with clients 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 Hargroder https://conversationsdigital.com/ https://www.linkedin.com/in/heyitsmegan