The Tech Savvy Lawyer

Recent advancements related to artificial intelligence have presented us with a plethora of tools we can use to optimize our workflows in many ways. In this week's episode, we dive into some of the AI-based technologies that lawyers can utilize for their legal research. Joining us today is Damien Riehl, VP of Litigation Workflow and Analytics Content at Fastcase. Damien is a technology lawyer who advises clients on tech, litigated tech issues, remediated cybersecurity issues, and developed software. He is also a musician. After working for state and federal judges and litigating for 15 years, Damien's work at Fastcase includes parsing and extracting valuable data from 700 million legal documents, interacting with AI-backed technologies to improve legal workflows and power legal data analytics, and providing substantive insights. Join Damien and me as we discuss the following three questions and more! What are your three favorite tech tools that help make your workflows sing? What are three ways Fastcase uses technology, for example, integration research, etc., uniquely or better than its competitors? What three tech tools do you feel attorneys underutilize in their research and writing? In our conversation, we cover, [00.45] Tech setup – Damien shares his current technological setup and how he uses them. [04.33] Surface laptop – Damien dives into what he loves about surface laptops. [12.52] Favorite tools – Damien shares his three favorite tech tools, how he uses them, and why those are his favorite. [18.39] Security concerns – Damien explains why he doesn't have security concerns with chrome and google. [20.04] Cybersecurity – Strong password, keeping a password manager, use two-factor authentication are the three things that attorneys need to be aware of when it comes to cybersecurity, says Damien. [21.58] Password managers – Damien dives into the importance of password managers and what software he uses for password managers. [25.07] Fastcase – A legal research software company based in Washington. Damien dives into three ways Fastcase uses technology. [35.20] Research & writing – Damien shares three tech tools that attorneys underutilize in their research and writing. RESOURCES: Connect with Damien: LinkedIn - linkedin.com/in/damienriehl/ Twitter - twitter.com/damienriehl YouTube - youtube.com/channel/UCGzvlbnpXo4E_H62eIGR7Tw TED - ted.com/speakers/damien_riehl Equipment Mentioned in the Podcast: Surface laptop – https://www.microsoft.com/en-us/surface iPhone 7 - support.apple.com/kb/SP743?locale=en_US Mackie microphones - mackie.com/en/products/microphones In-Ear Monitor ­- shure.com/en-US/products/in-ear-monitoring Microsoft keyboard – microsoft.com/en-us/store/collections/keyboards Logitech mice - logitech.com/en-us/products/mice.html Monochrome printer – brother-usa.com/black-and-white-printers#sort=relevancy Software & Services Mentioned in the Podcast: Calendly - calendly.com/ Clio - clio.com/ Rocket matter - rocketmatter.com/ Zapier - zapier.com/ Trello - trello.com/home Chrome browser - google.com/chrome/ Text blaze - blaze.today/ TextExpander - textexpander.com/ Outlook - outlook.live.com/owa/ LastPass - lastpass.com/ 1Password - 1password.com/ Fastcase - fastcase.com/ Slack - slack.com/

Utilizing Artificial Intelligence to Your Discovery Responses Detail-oriented focus is a limited resource. So, when you automate the fundamental aspects of your legal writing, you can focus on the essential elements of your brief. In addition, empowering your support staff/associates to draft documents following your guidelines ensures that your feedback focuses on the most critical aspects of their work, as opposed to consistency, spelling, and formatting errors. In this episode of TSL.P Podcast, Nathan Walter joins us to discuss using artificial intelligence in your discovery responses. Nathan Walter is the CEO and co-founder of Briefpoint, a company building an AI platform to facilitate end-to-end litigation automation. After graduating from UCLA Law, Nathan practiced litigation for five years and currently works with Stanford's Center for Legal Informatics' Machine Generated Legal Documents project lead in surfacing novel applications for AI-backed litigation automation Join Nathan and me as we discuss the following three questions and more! What are three tech tools to help attorneys with their day-to-day work. What are three ways Briefpoint can assist attorneys in their work. What are three ways technology is heading that attorneys need to keep an eye on. In our conversation, we cover the following: [00:22] Tech Setup: Nathan describes his current tech setup and how he optimizes their use. [17:45] Three tech tools: Three tech tools that aid attorneys in their daily work: Client Intake Processes, Contract Lifecycle Management Tools, and Grammarly. [27:15] Briefpoint – Nathan explains in depth what services Briefpoint offers its customers. [32:39] Tech Trends – Nathan discusses the technology trends that attorneys should be aware of and their legal applications. [41:08] More on Briefpoint – Nathan elaborates more on Briefpoint, mentioning a number of user-related concerns. SHOW NOTES: Connect with Nathan: LinkedIn: linkedin.com/in/nathanwalter/ Website: briefpoint.ai/ Equipment Mentioned in the Podcast: Hyperx quadcast condenser mic: row.hyperx.com/products/hyperx-quadcast-usb-microphone Salesloft: salesloft.com/ MixMax: mixmax.com/ Discord: discord.com/ Playstation 5; Overwatch 2: store.playstation.com/en-us/concept/216627 MacPro Laptop: apple.com/shop/buy-mac/macbook-pro Lenovo Carbon Model: lenovo.com/ iPhone 11: apple.com/by/iphone-11/specs/ iPad: apple.com/ipad/ Mechanical keyboard: mechanicalkeyboards.com/ Das Keyboard: daskeyboard.com/ Gideon : gideonlegal.com/ Software & Services Mentioned in the Podcast: Google Voice: voice.google.com/ Grammarly: grammarly.com/

Using social media could be fun. But sometimes, a simple mistake could cause you a whole career. Knowing how to behave on social media is essential to anyone, but it holds vital importance for lawyers. This week, we are joined by Claude Ducloux to talk about ethical Pitfalls Lawyers Should Avoid On Social Media. Claude is an Attorney at Law, National Speaker on Legal Ethics, Litigation, and Law Office Management, and is Board-certified by the Texas Board of Legal Specialization in Civil Trial Law and Civil Appellate Law. He has 44 years of experience as an attorney and previously served as the president of the Austin bar association. His practice includes writing, teaching, lecturing, and representing clients on professionalism and legal ethics. He has written over 100 articles about conflict of interest, grievance prosecution, defense, and office management. He has earned professional honors such as the distinguished lawyer award, Luke souls award, and Professionalism award from the Austin bar association. Join Claude and me as we discuss the following three questions and more! What are three ethical pitfalls attorneys should be mindful of regarding their social media presence, What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence, and What are your three favorite war stories (or something to that effect)? In our conversation, we cover: [01.16] Tech setup – Starting the conversation, Claude shares his current technological setup and what his favorite products are. [06.29] Favorite podcasts – Claude talks about some of his favorite podcasts. [11.26] Software & equipment – Claude and Michael share information about some of the commonly used software and equipment. [16.13] Ethical pitfalls – A simple mistake on social media can cause significant damage to your life. Claude talks about posting things on social media as one of the ethical pitfalls because people can understand the absolute opposite of what you meant. [22.44] Tweeting – Claude shares how people use social media platforms such as Twitter and Facebook in an unprofessional manner regarding their work. [27.20] Practicality – Having a computer isn't enough. As lawyers, you have to make everything secure, especially things related to your work. Claude shares some of the practical things he had to learn over time about the security of his computer files. [34.11] Being recorded – Claude shares the importance of keeping in mind that your phone calls could be recorded without your knowledge every time. Further, he dives into how he instructed his attendees not to engage in conversations on the other side. [41.58] War stories – Claude dives into some stories where attorneys and clients misused social media. [44.47] Google reviews – Claude shares his opinion on responding to google reviews. He states bar opinions from Philadelphia bar, which you can use as a response for google reviews. Resources: Connect with Claude: E-mail - cducloux@affinipay.com LinkedIn - com/in/claude-ducloux-abaa519/ Website - com/ Equipment Mentioned in the Podcast: Yeti Microphones - bluemic.com/en-us/ MacBook - apple.com/mac/ Dell computer - dell.com/en-us Pad - apple.com/ipad/ Creative Webcam - creative.com/wfh/#look-professional Konica Minolta Color printer – konicaminolta.us/products/predecessor-products/bizhub-c658/ HP printer - hp.com/us-en/shop/cat/printers www.hp.com/us-en/shop/vwa/printers/prnttyp=Laser Software & Services Mentioned in the Podcast: Affinipay - affinipay.com LawPay - www.lawpay.com Google Drive - google.com/drive/ Overcast - fm/ Xerox - xerox.com/en-us Vimeo - com Skype - skype.com/en/ RingCentral - ringcentral.com/

The primary purpose of us lawyers using technology is to make our live's easier. To do that, you need to have more than base-line knowledge of the technology you are using and what technology you should use. This week on Tech Savvy Lawyer, we are joined by guest host Brett Burney interviewing The Tech Savvy Lawyer. Brett is an expert in eDiscovery guidance and practical training for mobile professionals. He is the founder of Burney Consultants, an expert consulting service provider to cooperating executives and legal professionals. Brett guides businesses of all sizes through the difficulties of e-discovery and offers objective suggestions for litigation support technologies and workflows for legal practitioners. Michael D.J. Eisenberg is a Washington, DC, attorney, the blogger at the Tech Savvy Lawyer.Page and host of the The Tech-Savvy Lawyer.Page Podcast. He has been helping lawyers with their tech-related problems for well over a decade. Join us as we talk about the following three questions and more, What are the three most common mistakes that you see lawyers making with their technology? What are the top three reasons that you maybe recommend to some folks about being an apple office versus a Windows Office? Three favorite tech hacks that you utilize to make your Office Technology seeing. In our conversation, we cover, [04.02] Tech setup – Starting the conversation, Michael dives into his current technological setup. [28.29] Common mistakes – We dive into the common mistakes that lawyers make regarding technology. [31.49] Backups - Michael dives into the need for backups and how many times you need to do that. [35.20] Apple versus windows office – Michael shares some reasons to select between Apple office and Windows office according to your need. [37.30] Tech hacks – Keyboard shortcuts, Calendly program, and hazel software are the three favorite tech hacks to use in your office technology, says Michael. Resources Connect with Brett LinkedIn:linkedin.com/in/brettburney linkedin.com/company/burney-consultants-llc Website: burneyconsultants.com Twitter: twitter.com/bburney Apps in Law: appsinlaw.com In the News Podcast: inthenewspodcast.com Connect with Michael LinkedIn: linkedin.com/in/michaeldjeisenberg Facebook: facebook.com/EisenbergLawoffice YouTube: youtube.com/channel/UCaWWssVZoqnLq0YWm3YD6nw Equipment Mentioned in the Podcast Apple AirPods - apple.com/airpods MacBook Pro M1 - apple.com/shop/buy-mac/macbook-pro/16-inch Apple XDR Display - apple.com/pro-display-xdr Apple Watch Series 4 GPS + Cellular - apple.com/uk/shop/product/FTX02B/A/Refurbished-Apple-Watch-Series-4-GPS-Cellular-44mm-Stainless-Steel-Case-with-White-Sport-Band Samsung S22 - samsung.com/us/smartphones/galaxy-s22 Harman Kardon computer speakers - eu.harmankardon.com Dell computer - www.dell.com/en-us Hue lights - philips-hue.com/en-us/explore-hue/how-it-works Apple iMac - support.apple.com/kb/SP790?locale=en_US Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti Microsoft Surface Pro 6 - support.microsoft.com/en-us/surface/surface-pro-6-features-ade5cfc2-e99a-6fd1-abbe-c0e8a8a3942d Mute Me - muteme.com BenQ Monitor Light - benq.com/en-us/lighting/monitor-light.html Elgato Multi Mounts - elgato.com/en/multi-mount-system Stream Deck - elgato.com/en/stream-deck Fujitsu ScanSnap - fujitsu.com/us/products/computing/peripheral/scanners/soho Logitech BRIO - logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.960-001105.html HP LaserJet Enterprise M507 - support.hp.com/us-en/product/hp-laserjet-enterprise-m507-series/19203918 Software & Services Mentioned in the Podcast Clio - www.clio.com Rocket matter - rocketmatter.com Dropbox - dropbox.com Backblaze - backblaze.com Clendly - calendly.com Hazel software - www.noodlesoft.com

Episode 49 – With Meranda Vieyra One of the best ways to become a smart lawyer is to pay attention to what's going on in social media. It will help you not only to gain knowledge but also to be more engaged with the new technologies constantly added to the industry. This week, we are joined by Meranda Vieyra to discuss how strategically interacting with social media will make you a smart lawyer. Meranda M Vieyra is the owner and marketing consultant at Denver Legal Marketing. She is one of the country's most visible legal professionals, with over 20 years of service in the legal community. Denver legal marketing is a marketing service dedicated to the recognition, promotion, and visibility of attorneys accross the country. The marketing firm has earned a strong reputation as the go-to for impactful, cost-effective legal marketing strategies. Meranda has helped her clients secure coverage by well-known publications and has obtained local, national, and international awards on their behalf. Meranda enjoys working with solo practitioners and advises medium-sized and national law firms on business development and marketing strategy. Meranda is a lecturer and author on issues related to marketing, including how lawyers can use LinkedIn effectively, how to develop a personal brand, and the promotion of legal services through the first class on law firm marketing at the undergraduate level in the country through the College of Business - Metropolitan State University of Denver. Join Meranda and me as we talk about the following questions and more; What are three reasons attorneys should be on social media and podcasts? What are three common mistakes attorneys make when on social media and doing a podcast? What are three simple tech tools, hardware, or software attorneys can use to make their social media and podcast appearance shine? In the conversation we cover, [01.39] Tech stack – Meranda dives into her current technological setups and what occasions she is using them. [04.37] Question 1. - What are the top three reasons that attorneys should be on social media, according to Miranda. [07.01] Question 2. - What are the top three mistakes attorneys make when on social media, according to Meranda. [09.18] Mistakes when appearing on Podcasts – Not preparing, not promoting podcast appearances, and updating social media pages regularly are the three mistakes attorneys make when it comes to podcasting, according to Meranda. [14.18] Handling problems – Even if it is difficult, attorneys need to pay attention to what's going on on social media, and having a third-party validation of your practice is important to maintain. [18.53] Google reviews – Meranda dives into what solutions lawyers have if they get bad reviews on social media. [23.23] Question 3. - What are the top three tech tools that Meranda likes and uses to make a good appearance on social media. [29.45] Consistency – Meranda shares how important it is to maintain the consistency of interacting with social media as an attorney. RESOURCES: Connect with Meranda: LinkedIn - www.linkedin.com/in/merandavieyra Website - www.denverlegalmarketing.com Equipment Mentioned in the Podcast: Apple iPad - www.apple.com/ipad Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti Epson printer - epson.com/printers Epson projector - epson.com/projectors MacBook Pro - www.apple.com/macbook-pro Mevo camera - www.mevo.com/pages/mevo-camera Software & Services Mentioned in the Podcast: Animaker - www.animaker.com Avvo - www.avvo.com Canva - www.canva.com Findlaw - www.findlaw.com Hootsuite - www.hootsuite.com Martindale-Hubbell - www.martindale.com Pocket - getpocket.com Super Lawyers - www.superlawyers.com Zapier - zapier.com

The development of new technology is conquering every corner of every industry in the world which makes it hard to ignore that lawyers need to be proficient in technology to engage with clients. But still, there are flaws that lawyers need to overcome to get the best outcome from the new technologies. This week, we are having a fascinating conversation with J. Ryann Peyton about what technologies they use at present and how they can use the new technologies to give their maximum service to the clients. Ryann serves as the Director of the Colorado Attorney Mentoring Program (CAMP), a program of the Colorado Supreme Court. Ryann is a former litigator and a seasoned consultant and advocate of professionalism, diversity, and equity in the legal field. Ryann has been routinely recognized for their legal practice, earning the 2022 40 Under 40 Award, the 2019 American Bar Association Rosner & Rosner Young Lawyer Professionalism award, and the 2014 Colorado Bar Association's Outstanding Young Attorney of the Year award. The following three questions and more will be answered throughout the conversation, As a mentor to attorneys, what three things are attorneys still not getting right with their technology in their practice? What are three ways technology allows attorneys to help those who typically cannot afford or have access to private attorneys? During COVID, technology has allowed more attorneys to work from home. With this new dynamic, some attorneys have been a little lacking in being professional? In our conversation, we cover: [06.22] Current tech setup – Ryann talks about their current technology setup and their favorite apps on iPhone. [10.03] Utilizing – Ryann shares their opinion on what is the biggest things that lawyers get wrong when it comes to using technology and the programs that they recommend for lawyers. [15.06] Human check – Ryann talks about what usually makes lawyers hesitate in developing workflows. [20.47] Brick and motor versus virtual – Ryann dives into how lawyers got into virtual practice during the period of the COVID-19 pandemic, how most of the lawyers get back to brick and motor practice, and how virtual practice serves both the client and the lawyer in terms of time and others. [25.45] Credibility – Ryann shares their opinion on the credibility of virtual hearings where there is a question about how to ensure justice is done. [29.21] Utilizing AI – Ryann dives into how to help clients by utilizing AI and how it helps both the clients and the lawyers at the end of the day. [34.40] Utilizing technology – Ryann talks about utilizing technology to help clients identify what kind of legal problems they have because clients sometimes misidentify their legal problems which prevent them from hiring a lawyer or talking to a lawyer. [39.36] Educating – Ryann dives into what kind of facilities they have in every judicial district in Colorado to educate people if they want to hire an attorney or not. [40.31] Connecting lawyers – Ryann shares information about a platform that connects the lawyers who are looking for pro bono services in Colorado. [44.28] Hurdles – Ryann dives into the broadband issue that most of the communities have including Colorado which makes it difficult for people to connect with a lawyer and how self-help representatives create access to technologies like zoom and email on behalf of the people who have those kinds of problems. [47.32] Maintaining professionalism – Being present and attentive, maintaining humanity, and not overriding the silence as the three things attorneys need to be mindful of when working remotely while using technology says, Ryann. Connect with Ryann: Website - https://coloradomentoring.org/ LinkedIn: www.linkedin.com/in/ryann-peyton-7bb8794/ Equipment/Software mentioned: AirPods Pro - https://www.apple.com/airpods-pro/ iPhone 12 - https://www.apple.com/iphone-12/specs/ Apple Watch - https://www.apple.com/shop/buy-watch/apple-watch Overcast - https://overcast.fm/ Paladin website - https://www.joinpaladin.com/ Hello divorce - https://hellodivorce.com/ Clio - https://www.clio.com/ Calendly - https://calendly.com/ Zoom - https://zoom.us/ Slack - https://slack.com/ Microsoft teams - https://www.microsoft.com/en-ww/microsoft-teams/teams-for-work Zapier - https://zapier.com/ Apple podcasts - https://www.apple.com/apple-podcasts/ Microsoft surface - https://www.microsoft.com/en-us/surface

The development of new technologies has quickened the pace of living in every corner of the world. As a result, it is impossible to prevent lawyers from becoming interested in technology. However, if attorneys want to provide the highest level of service to their clients while simultaneously simplifying their work lives, they need to improve their technology skills. This week, we are joined by Lindsey Corbin to discuss how she applies technology in her professional life and how it has contributed to her success. Lindsey is the Chief Executive Officer of Delegate.legal. It is a leading provider of virtual paralegal services that can easily incorporate itself into existing law firms and businesses. Delegate.legal has more than 25 years of combined experience in the field of trademarks. It works with attorneys to develop its trademark practices by providing outsourced paralegal offerings, coaching, and consultation on practice development and additional products. Delegate.legal also works with attorneys to build different products. In addition, those who require other administrative services can also take advantage of Lindsey and her team's provision of virtual assistants. Join Lindsey and me as we talk about the following three questions and more! What are three security measures solos and small firms should keep in mind when working with virtual paralegals? What is a tech stack and what three ways attorneys can set up some basic tech stack? What are three ways attorneys can use technology to make sure their virtual staff are all on the same page at work? In our conversation, we cover: [01:15] Tech Setup - Lindsey discusses her current technological setup and her relationship with Microsoft and Apple products. [06:31] Security Measures - Lindsey shares three security measures that small firms should keep when working with virtual paralegals. Furthermore, she mentions her favorite antivirus software and why she likes it. [09:51] VPN – Lindsey provides a thorough explanation of how she makes use of VPN. [14:00] Tech Stack – Lindsey explains what a tech stack consists of and three ways attorneys can set up simple tech stacks. [17:40] Email - Lindsey discusses her email preferences for business, including whether she prefers Google Mail, Outlook, or owning her own domain. [19:12] Practice Management Software – Lindsey talks about her favorite practice management software. [20:35] Calls – Lindsey expresses her view on using a cell phone and Google Voice for business-related matters. [22:44] Cybersecurity Insurance – Lindsey provides her perspective on why an attorney needs cybersecurity insurance. [24:52] Laptop – When asked about her preferred second monitor to utilize while traveling, Lindsey raves about how much she adores her laptop. [26:14] Third-Party Docketing Software - Lindsey describes the third-party docketing software she utilizes. [27:22] Tools for Virtual Work – Lindsey explores three ways attorneys may utilize technology to guarantee their virtual workforce is on the same page, evaluating Slack, Trello, and Microsoft Teams and explaining why she enjoys each. [31:34] Shifts – We dive into the shifts in the legal business due to the pandemic's democratization effect and how innovation in the legal services arena provides help and its efficacy. [36:48] Transfer of Information Issues - Being a Windows user, Lindsey discusses the difficulties she encounters in transferring data to her Mac-using team and how she overcomes them. Resources: Connect with Lindsey: LinkedIn: linkedin.com/in/lindsey-corbin/ Website: delegate.legal/ Equipment Mentioned in the Podcast Dell Vostro Desktop: dell.com/en-us/work/shop/scc/sr/desktops-n-workstations/vostro-desktops Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro-models iPhone 12: apple.com/iphone-12/key-features Apple Watch: apple.com/watch iPad: apple.com/ipad Cannon Inkjet Printers: asia.canon/en/consumer/products/search?category=printing&subCategory=inkjet-printers Epson Scanners: epson.com/For-Home/Scanners/c/h2 Software & Services Mentioned in the Podcast Windows 11: microsoft.com/en-us/windows LastPass: www.lastpass.com McAfee Anti-virus: www.mcafee.com Clio Practice Management: www.clio.com Gravity Legal: gravity-legal.com Lawpay: www.lawpay.com Slack: slack.com Trello: trello.com Alt Legal: www.altlegal.com WebTMS: www.webtms.com

Being a good business owner and being a competent law practitioner are two distinctly different things. However, both these traits are essentially required for building a thriving law business. In today's episode of the Tech Savvy Lawyer.Page Podcast, we're getting into a deep conversation with a leader who has built a thriving law firm that operates virtually. Jim Grant, Co-Founding Partner of Georgia Trial Attorneys at Kirchen & Grant, LLC, joins us today to talk about how to utilize technology to develop a small law practice into a growing law business. Jim Grant is a successful Personal Injury Attorney in GA. Jim and his partner Mark Kirchen founded Kirchen & Grant LLC founded in 2015 to fight for the rights of the injured and their families against the greed of multi-million and multi-billion-dollar insurance companies. Jim and his partner share a passion for empowering the injured with the highest levels of professionalism and ethics. Their philosophy is "…to prepare and run every case as if [they] were the client." Join Jim and me as we discuss how his firm accomplishes this through the use of technology with the following three questions (and more!): - What are three ways your firm uses technology to enhance client communications? - You've talked about "The bait-and-switch of the legal industry: how the lawyer you hire isn't the one you get." How do you set client expectations when it comes to these types of communications? - What are your three favorite tech shortcuts? In this conversation, we cover: [01:24] The Tech Stack – We start the conversation with a review of both of Jim's computer setups at his office and home and why he had chosen to stick to Windows 10. [07:54] Technology and Communication – How Jim's firm uses technology to improve communication with its clients and how technology helped him open up new opportunities all over the world by offering services virtually. [10:03] Pushback – Jim talks about the challenges that emerged when adopting new technologies, pushback from different stakeholders, and how they overcome these challenges. [11:55] Professional Tools – Jim shares with us how using VoIP as a method of communication saves a lot of time for him, Jim's favorite case management software platform, and his go-to CRM platform. [16:36] iPhone & Windows – Jim is a fan of the iPhone, but he uses Windows for work. We asked why he chose these two rivals for the two specific purposes. [23:08] Tech Shortcuts – Jim's three tools for professionals and business owners to get the most ROI out of their tech setup. [35:06] Maintaining Integrity – Measures Jim and his firm have put in place to maintain data security, ethics, and integrity as a global business. [39:49] Monitoring & Data – The importance of logging and monitoring activities in a law firm and how Jim approaches keeping a healthy balance between maintaining trusting relationships with the staff and tracking the data that's necessary. Resources Connect with Jim & Georgia Trial Attorneys at Kirchen & Grant, LLC Website: www.8334thewin.com Phone: 678-701-9023 Skype Link: join.skype.com/invite/tx7k1xRiRJCm LinkedIn Profile: linkedin.com/in/james-grant-ba0b5328 Facebook: facebook.com/georgiatrialattorneys Instagram: instagram.com/accidentattorneyjg TikTok: tiktok.com/@accidentattorneyjg Equipment Mentioned in the Podcast Lenovo Thinkstation: lenovo.com/us/en/c/workstations/thinkstation-p-series Samsung Curved Monitors: samsung.com/us/computing/monitors/curved Blue Yeti Microphone: bluemic.com/en-us/products/yeti iPhone 13 Pro: apple.com/iphone-13-pro/key-features/ DJI Gimbals: dji.com/om-5 Epson Scanners: epson.com/Support/Scanners/sh/s2 HP Laser Pinter m610dn: hp.com/us-en/shop/pdp/hp-laserjet-enterprise-m610dn Martin Yale 1611 AutoFolder: amazon.com/Martin-Yale-AutoFolder-Handles-Charcoal/dp/B004E1BCHG Software & Services Mentioned in the Podcast Microsoft PwerToys: docs.microsoft.com/en-us/windows/powertoys/ Dialpad: www.dialpad.com Neos by Assembly Software: assemblysoftware.com/neos InkJet Superstore Printer Catriges: inkjetsuperstore.com Stamps: www.stamps.com Calendly: calendly.com Backblaze Cloud Backup: backblaze.com AdminDroid: admindroid.com Microsoft Delve: support.microsoft.com/en-us/office/what-is-delve-1315665a-c6af-4409-a28d-49f8916878ca

Throughout the last few decades, our lives have drastically changed along with the advancements in technology. In today's society, some sort of electronic technology is involved in almost anything we do. This brings us to a point where we have to question whether we're too dependent on technology. In this week's episode of the Tech Savvy Lawyer, we have a deep conversation about when technology becomes too much and not needed. Joining us today is Wendy Meadows, a family law lawyer, a mediator, and a certified life coach who also helps fellow lawyer parents transform so that they can combat overwhelm and burnout. Wendy prides herself on her ability to guide clients through one of the most difficult situations they may ever have to experience. She is compassionate yet results-oriented. Wendy concentrates on the specific goals of each client's case, along with a special focus on their life after divorce. She understands that the practice of law, and methods of resolution, are not a "one-size-fits-all" solution. Wendy focuses on helping clients evaluate all aspects of their cases, determining the optimal options for resolution, and making recommendations about the best approach for their divorce, custody, or support matters. Through this experience, she realized she could make an impact in someone's life in a way that was deeper and more profound than litigation - this led her to life coaching. Join Wendy and me as we discuss the following three questions and more! What are three myths the working parents in the legal field need to dispel about their use of technology at work? What are three software/hardware you see or recommend that help lawyers regain their time? and What are three software/hardware you see or recommend that help lawyers reduce burnout? In our conversation, we cover: [1:01] Tech Stack – We start the conversation with a brief look at Wendy's tech stack and software tools that make her life easier. [08:30] Three Myths – Wendy debunks three myths about using technology in the legal space. [10:16] Boundaries - Wendy shares with us some of the habits she has developed for maintaining clear boundaries between tech usage for personal and professional matters. [13:31] Fears and Beliefs – How our fears and beliefs may limit our potential in the workplace and how to overcome these fears and limiting beliefs. [15:05] Performance Issues – A healthy approach for employers to address legitimate and genuine concerns about the performance of employees. [20:05] Top Three Apps – Wendy talks about three software tools that help her save lots of time. [22:48] Task Management – Wendy's for advice for attorneys to manage multiple tasks in a day. [31:31] Transitions – Wendy shares with us what it was like for her to transition business processes from one platform to another and common issues that may come up in such a transition. [33:20] Microsoft 365 – We talk about the top 3 benefits Wendy gets from the Microsoft 365 suite. [39:29] Zoom – Wendy shares her thoughts on the usage of Zoom and how it has opened up new ways of saving time. [45:13] Remote Court Hearings – We talk about how remote court hearings can save a lot of time for everyone involved. [48:32] Balancing Workload – Wendy advises attorneys to keep a healthy workload balance and avoid burnout. Resources Connect with Wendy Phone: 410-403-0600 Email: wendy@wendymeadowslaw.com Websites: www.wendymeadowslaw.com (Law) www.wendysmeadows.com (Life Coaching) LinkedIn: linkedin.com/in/wendy-s-meadows Facebook: facebook.com/wendy.s.meadows Instagram: instagram.com/wendy_s_meadows Some of the Items discussed in this episode: Airpods Blue Yeti Microphone Clio iMac iPhone 11 Logitech Keyboards Microsoft 365 Trello Zoom

My next guest is Nataliya Blidy. Nataliya is the Business Development Specialist for SmartAdvocate.. Smart Advocate is a cloud-based Award-Winning Legal Case Management Software. We had an interesting conversation about the many things you should consider when you want to transfer your practice to a new CRM. Join Nataliya and me as we talk about the following three questions and more! Q1: What are three differences between Smart Advocate and your competitors? Q2: What are three things that attorneys can do to make sure their data transfer between CRMs is error-free? BQ: How do CRMs like Smart Advocate Help with Onboarding new staff? Q3: What are Natalia's three favorite third-party integrations attorneys can use with Smart Advocate? Special message: Natalia and I have had some very nice conversations talking about her home country, Ukraine. What is happening there is devastating. Our conversations helped to inspire me to donate The Tech-Savvy Lawyer.Page Podcast mug proceeds (about $5/mug) to the World Central Kitchen while this conflict continues. WCK provides meals to those suffering devastation or, as in Ukraine's situation, invasion. Whether it is through a purchase of a mug or a separate donation, I hope you consider donating a few dollars to help the Ukrainian people. SHOW NOTES Where you can find Natalia and Smart Advocate: E-mail Facebook Instagram LinkedIn Twitter Items discussed on this episode: Acer Apple iPad Apple iPhone Chrome DocuSign Mac Safari Windows 11