The Tech Savvy Lawyer

Our next guest is Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition and CEO of Querious. She shares how lawyers can use AI tools like Querious to make client interactions better and more efficient without losing their personal touch. She explains the common challenges lawyers face in client conversations that led to the creation of Querious. Hilary also discusses the steps Querious has taken to address lawyers' concerns about security, privacy, and ethics, ensuring the platform follows professional rules and keeps client information safe. Join Hilary and me as we discuss the following three questions and more! 1. What are the top three ways lawyers can leverage AI tools like Querious to improve the efficiency and quality of their client interactions without compromising the human element of legal practice? 2. What are the top three challenges in attorney-client conversations that led you to Querious? 3. For lawyers who may be hesitant to adopt AI due to security, privacy, or ethical considerations, what are the top three steps Querious has taken to ensure compliance with professional responsibility rules while safeguarding client confidentiality? In our conversation, we cover the following: [01:18] Enhancing Client Interaction [03:46] Key Challenges Driving Querious Adoption [09:37] Balancing Privilege and Innovation [12:34] How Querious Ensures Ethical, Secure AI for Lawyers [17:33] Integration and Future Plans Resources: Connect with Hilary: LinkedIn: linkedin.com/in/hilarybowman/ Website: querious.ai/ Software & Cloud Services mentioned in the conversation: · Querious: querious.ai/ · Fireflies.ai: fireflies.ai/

Join me as we talk with, Katie Fawkes, Director of Marketing at Ecamm. We discuss how lawyers can leverage Ecamm, a live streaming and video production studio for Mac, to enhance their practice. She outlines the top three ways legal professionals can use Ecamm, including remote depositions and virtual hearings. The discussion compares Ecamm to Zoom, highlighting Ecamm's advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how legal professionals can present themselves effectively and professionally using Ecamm's robust features. Join Katie and me as we discuss the following three questions and more! What are the top three ways lawyers can use Ecamm to improve virtual client meetings and presentations? What are the top three tips for lawyers looking to create impactful video content - for example, webinars, tutorials, and thought leadership videos using Ecamm? What are the top three features of Ecamm that make it particularly useful for lawyers conducting remote depositions or virtual hearings? In our conversation, we cover the following: [01:20] Katie's Tech Setup [07:10] Top Three Ways Lawyers Can Use Ecamm [09:36] Ecamm vs. Zoom: Additional Functionality [12:24] Security and Privacy Concerns [13:37] Top Three Tips for Creating Impactful Video Content [18:34] Using Ecamm for Remote Depositions and Virtual Hearings [19:53] Common Tech Issues and Solutions Resources: Connect with Katie: LinkedIn: linkedin.com/in/katie-anne-fawkes/ Website: ecamm.com/ Hardware mentioned in the conversation: OBSBOT Tiny 2 Cameras: obsbot.com/store/products/tiny-2 Shure MV6 Microphone: shure.com/en-US/products/microphones Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7 Shure MV7i Microphone: shure.com/en-US/products/microphones/mv7i?variant=MV7i

I'm joined by Jacqueline Schafer, Founder and CEO of Clearbrief.ai. Jacqueline shares key insights into how legal professionals can effectively leverage AI. She outlines three essential expectations from legal AI assistants: robust security, accurate and verifiable citations, and seamless integration into legal workflows. Jacqueline addresses common misconceptions about AI, encourages responsible use, and highlights Clearbrief's unique features, including its seamless integration with Microsoft Word and AI-driven document analysis. With a focus on ethics, usability, and innovation, Jacqueline also provides a clear vision for the future of AI in legal practice. Join Jacqueline and me as we discuss the following three questions and more! What are the top three things lawyers should expect from their legal AI assistant? What are the top three ways clearbrief.ai differentiates from its competitors? Regardless of what a lawyer uses, what are the top three things lawyers need to be mindful of regarding their legal and ethical responsibilities? In our conversation, we cover the following: [01:09] Jacqueline's Tech Setup [02:33] Top Three Expectations from Legal AI Assistants [06:58] Top Three Things Lawyers Should Not Expect from Legal AI Assistants [08:36] Clearbrief's Unique Features and Differentiators [17:37] Ethical Responsibilities and Training Staff Resources: Connect with Jacqueline: LinkedIn: linkedin.com/in/jackieschafer Website: clearbrief.com/ Mentioned in the episode: Jacqueline at ABA Techshow: linkedin.com/feed/update/urn:li:activity Software & Cloud Services mentioned in the conversation: Clearbrief: clearbrief.com/ LexisNexis: lexisnexis.com/en-us

Our next guest is Sonya Palmer, COO of Rankings.io and host of the LawHer podcast. Today, Sonya shares her expertise on women's roles in legal tech, AI-powered marketing, and optimizing workflows within the Apple ecosystem. She addresses common misconceptions about women in law and technology, offers top tech tips for using social media to grow a legal practice, and highlights frequent mistakes professionals make when adopting AI. Sonya also provides practical advice for disconnecting from work, especially for attorneys, and explores how men and women approach tech-based disconnection differently. Join Sonya and me as we discuss the following three questions and more! It's an interesting fact that more women than men play video games. What are the top three misconceptions people have about women in technology and the practice of law? What are our guest's top three tech tips for using social media to promote a law practice? What are our guest's top three tech tips for disconnecting from work to get peace of mind while maintaining oversight of the practice? Is there a difference between how men and women better disconnect? If so, what are the top three differences and top three similarities between the two? In our conversation, we cover the following: [00:56] Sonya's Tech Setup [06:15] Misconceptions About Women in Technology and Law [08:07] Tech Tips for Social Media Promotion in Law Practice [12:30] Common Errors in Using AI for Marketing [16:03] Tech Tips for Disconnecting from Work [20:54] Differences and Similarities in Disconnecting for Men and Women [22:35] Contact Information Resources: Connect with Sonya: LinkedIn:linkedin.com/in/sonyapalmer/ Website: rankings.io/ Email: sonya@rankings.io Podcasts Mentioned in the episode: LawHer Podcast: https://rankings.io/lawher?3c3853b3_page=3&f4df4899_page=2 Mac Geek Gab Podcast: macgeekgab.com/ Mac Power Users Podcast: open.spotify.com/show Hardware mentioned in the conversation: Logitech MX Master Mouse: logitech.com/en-in/mx/master-series Nintendo Switch: nintendo.com/us/gaming-systems/switch Oura Ring: ouraring.com Scarlett 2i2 Audio Interface: focusrite.com/products/scarlett-2i2-3rd-gen Shure Microphone: shure.com/en-us/products/microphones Whoop Band: whoop.com Whoop Band: whoop.com Software & Cloud Services mentioned in the conversation: · Buffer: buffer.com/ · Claude.ai:claude.ai/ · ClickUp: clickup.com/ · Keeper Security: keepersecurity.com/ · MacRumors: www.macrumors.com · Manus: manus.im/ · NotebookLM: notebooklm.google/ · Notion: notion.com/ · Perplexity: perplexity.ai/ · Slack: slack.com/ · Sunsama: sunsama.com/ · Superhuman: superhuman.com/

My next guest is Travis Easton, Co-Managing Partner of Easton & Easton LLP and CEO of AI Demand Pro, Inc. We discusses how AI is transforming legal workflows. Travis outlines three benefits of AI: boosting efficiency, revenue, and work quality. He also explores real-world uses of ChatGPT and Claude for tasks like drafting emails while stressing data privacy and accuracy. Furthermore, Travis warns of pitfalls like AI hallucinations and over-reliance, underscoring that lawyers must always review and finalize AI-assisted work to ensure integrity. All this and more! Enjoy! Join Travis and me as we discuss the following three questions and more! What are your top three AI strategies for enhancing daily legal tasks, and how can lawyers integrate them seamlessly? How does AI Demand Pro leverage AI to streamline legal processes more effectively than traditional methods, and what are the key benefits of this approach? What are the top three potential pitfalls or red flags that users of AI tools like AI Demand Pro should be aware of to ensure responsible and effective use? In our conversation, we cover the following: [00:56] Travis's Tech Setup [06:29] AI Strategies for Enhancing Legal Tasks [11:55] Real-Time Examples of AI Use in Legal Practice [14:54] Potential Pitfalls of AI Tools in Legal Practice [20:14] Ensuring Responsible and Effective AI Use [22:33] Contact Information Resources: Connect with Travis: LinkedIn: linkedin.com/in/travis-easton Website: demandpro.ai/ Email: mailto: travis@demandpro.ai Software & Cloud Services mentioned in the conversation: AI Demand Pro: https://www.demandpro.ai Apple iPad: https://www.apple.com/ipad/ Apple iPhone: https://www.apple.com/iphone/ Apple Keyboard: https://www.apple.com/keyboards/ Apple MacBook Air: https://www.apple.com/macbook-air/ Apple Pencil: https://www.apple.com/apple-pencil/ Apple TV: https://www.apple.com/tv/ CasePeer CRM: https://www.casepeer.com ChatGPT: https://chat.openai.com Claude AI: https://claude.ai DocReviewPad: https://www.litsoftware.com/docreviewpad ExhibitsPad: https://www.litsoftware.com/exhibitspad LIT Software Suite: https://www.litsoftware.com Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word TimelinePad: https://www.litsoftware.com/timelinepad TranscriptPad: https://www.litsoftware.com/transcriptpad TrialPad: https://apps.apple.com/us/app/trialpad-trial-presentation/id1319316401 WordPerfect: https://www.wordperfect.com

Our next guest is Erich Dylus, an attorney and programmer who founded Varia Law, a consulting and programming firm focused on autonomous technology, and CamoText, a fully offline text anonymization tool for secure and compliant AI workflows. In this episode, Erich shares practical strategies for protecting client data in the age of AI, explains how CamoText helps lawyers anonymize sensitive information before using large language models (LLMs), and outlines best practices for maintaining confidentiality. He also offers clear advice on choosing the right AI LLM for specific legal tasks. Tune in for actionable tips and expert insights on safeguarding privacy while leveraging AI in legal practice and more! Enjoy! Join Erich and me as we talk about the following questions and more! What is our guest's top three tips for maintaining privacy and security when using messaging apps like Signal, WhatsApp, Telegram, Messages, etc.? What are the top three ways CamoText helps lawyers ensure they maintain their clients' PII? What is our guest's top three specific ways for solo or small firm lawyers (or maybe any entrepreneur, for that matter) to use LLMs? In our conversation, we cover: [00.37] Tech Setup - Erich's current tech setup. [04.46] Messenging - The top three privacy and security maintenance tips for messaging apps. [10.26] Suspicious Links - The importance of being suspicious about links and files received in messaging apps. [11.45] CamoText – Erich explains the origin of CamoText. [15.32] Personally Identifiable Information – CamoText's features for reducing privacy risks. [21.43] LLM – Erich's concerns and suggestions for using LLMs (Large Language Models). [24.32] Recommendations – Erich shares his recommendations for different LLMs, highlighting their strengths and typical uses. Resources Connect with Erich Dylus LinkedIn - linkedin.com/in/erich-dylus/ linkedin.com/company/camotext/ linkedin.com/company/varia-law/ Website - camotext.ai/ varia.law/ Equipment Mentioned in the Podcast Dell Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops HP Monitors - hp.com/us-en/shop/vwa/accessories-88342--1/subcat=Monitors iPhone 14 - apple.com/go/2023/iphone-14/ Lenovo X1 Carbon - lenovo.com/lk/en/p/laptops/thinkpad/thinkpadx1/thinkpad-x1-carbon-gen-11-14-inch-intel/len101t0049 Mac Mini - apple.com/shop/buy-mac/mac-mini Software & Services Mentioned in the Podcast Cursor AI - cursor.com/ Proton - proton.me/

Meet Cat Moon, Co-Director of the Vanderbilt AI Law Lab, legal educator, and a leading innovator in legal tech. Today, Cat shares strategies to encourage lawyers and students to embrace innovation, emphasizing the importance of curiosity, collaboration, and experimentation. She discusses handling resistance to technology, cultivating critical tech mindsets, and tailoring tools to individual needs. Cat highlights her favorite platforms, such as ChatGPT and Slack. She also explores emerging technologies such as generative AI and quantum computing and underscores lawyers' ethical responsibilities in using tech. Join Cat and me as we discuss the following three questions and more! What are the top three strategies that you have found most effective for encouraging lawyers and law students to embrace technological innovation? Based on your experience working with both practicing attorneys and law students, what do you think are the most critical tech skills lawyers need to develop today to stay competitive in the future? Given your prior and extensive experience, what are your top three emerging technologies you see having the biggest impact on legal, education, and practice in the next five years? In our conversation, we cover the following: [01:08] Cat's Tech Setup [02:58] Cat's Tech Devices and Accessories [07:35] Strategies for Encouraging Technological Innovation [10:20] Handling Resistance to Technology [14:26] Critical Tech Skills for Lawyers [17:58] Favorite Tech Tools and Tips [25:11] Emerging Technologies in Legal Education and Practice [29:36] Ethical Obligations and Technological Reliability [33:19] Contact Information Resources: Connect with Cat: LinkedIn: linkedin.com/in/caitlinmoon/ BlueSky: bsky.app/profile/catmoon.bsky.social Hardware mentioned in the conversation: Anker Batteries & Chargers: anker.com Software & Cloud Services mentioned in the conversation: SaneBox: sanebox.com/

Our next guest is Curtis Preston, AKA "Mr. Backup". Curtis is a backup and cyber recovery expert, author, podcast host, and technical evangelist for S2Data.com, a firm specializing in helping companies leverage their legacy data. He has been working in the space since 1993 and has written four books on the subject: Modern Data Protection, Backup & Recovery, Using SANs and NAS, and Unix Backup & Recovery. He joined us today to talk about the importance of cybersecurity for lawyers. Join Curtis and me as we talk about the following three questions and more! What are the top three things lawyers are doing wrong with their own cyber security, and how can they correct it? What are the top three issues lawyers are missing or not understanding when it comes to E-discovery? What are the top three things lawyers should be doing when they're under a ransomware attack? In our conversation, we cover: [01.13] Tech Setup – Curtis's current tech setup. [03.13] Challenges - Challenges of using Windows and Mac operating systems. [07.07] Tips & Tricks - Curtis shares his top three tips for balancing between Windows and Mac. [08.52] Multi-Factor Authentication - Importance of multi-factor authentication and password managers. [13.00] Data Backup - Curtis explains why not backing up your data is a mistake. [19.43] Recovery Services - The importance of having a third-party cloud backup. [20.14] E-Discovery - Curtis explains the E-Discovery challenges and best practices. [22.49] Documented Process – The importance of having a documented, well-tested process for e-discovery. [24.38] Ransomware Attack – Curtis explains the initial steps of handling a ransomware attack. [28.25] The importance of having an authentication and authorization system for a backup. [32.10] Air Gap Backup - Curtis explains how to make an Air Gap backup. [36.07] Relationships - Developing a relationship with cyber professionals. [38.38] Security Questionnaire - The top three things to look for in a security questionnaire from a provider. RESOURCES Connect with Curtis LinkedIn – linkedin.com/in/mrbackup/ Websites – backupcentral.com/ s2data.com/ Books by W. Curtis Preston goodreads.com/author/list/193436.W_Curtis_Preston Equipment Mentioned in the Podcast Apple iPhone 15 - apple.com/shop/buy-iphone/iphone-15 Apple MacBook Pro - apple.com/macbook-pro/ Audio-Technica Microphone - audio-technica.com/en-us/blog/a-look-into-audio-technicas-20-series-microphones Dell Latitude Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops/appref=latitude-product-line Logitech Brio Webcam - logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html Software & Services Mentioned in the Podcast Cohesity Data Security & Management - cohesity.com/ Dropbox - dropbox.com/ iCloud - icloud.com/ Rubrik Data Protection Solutions - rubrik.com/solutions/backup-recovery s2data - s2data.com/ Time Machine - solution-soft.com/products/time-machine

In this episode, Chris Dralla, co-founder & CEO of TypeLaw, shares his journey from the legal profession to developing the AI-powered platform that assists with court brief formatting and compliance. He discusses the platform's features, including citation checking, table of contents creation, and dynamic editing. Chris explains how TypeLaw helps save lawyers 20-40 hours per brief by handling technical aspects and ensuring compliance with local court rules. This allows lawyers to focus on more meaning tasks. He also emphasizes the platform's security measures, compatibility with multiple document formats, and adaptability to evolving legal requirements. Additionally, Chris touches on customer support and the future of digital legal documentation. Join Chris and me as we discuss the following three questions and more! What are the top three key benefits of using TypeLaw's brief editing features, and how does it compare to traditional word processing software for legal documents? What are the top three security concerns lawyers should consider when using a product like TypeLaw? How does TypeLaw ensure compliance with local court rules across different jurisdictions, and how frequently are these rules updated in the system? In our conversation, we cover the following: [00:43] Chris's Current Tach Setup [11:38] Key Benefits of TypeLaw's Brief Editing vs. Traditional Word Processors [16:27] How TypeLaw Boosts Efficiency for Lawyers [23:08] Top 3 Security Concerns for Lawyers Using [37:15] How TypeLaw Stays Compliant with Local Court Rules [42:40] Contact Information Resources: Connect with Chris: LinkedIn: linkedin.com/in/cdralla/ Website: typelaw.com/ Software & Cloud Services mentioned in the conversation: TypeLaw: typelaw.com/ WordPerfect: wordperfect.com

Welcome back previous podcast guest Tom Martin, the CEO and Founder of LawDroid, a legal tech pioneer revolutionizing law firms with AI-driven solutions! Today, Tom explains how LawDroid has evolved from classical AI to incorporating natural language and generative models. He highlights its hybrid platform, AI receptionists, and automation features. He discusses AI-driven legal research and document management, stressing accuracy through retrieval-augmented generation. Tom advises lawyers to see AI as a collaborator, not an infallible tool, and to manage expectations about its capabilities. Join Tom and me as we discuss the following three questions and more! What are the top three ways generative AI has transformed LawDroid's offerings and operations? What are the three most critical security concerns legal professionals should consider when using AI-integrated products like LawDroid? For each situation, provide strategies to address these concerns. What are the top three things lawyers should not expect from products like LawDroid? In our conversation, we cover the following: [01:31] Tom's Current Tech Setup [05:59] LawDroid's Evolution and AI Integration [08:36] AI-Driven Features in LawDroid [09:47] Security Concerns in AI-Integrated Legal Products [12:45] Addressing Security and Reliability in LawDroid [16:33] LawDroid's Legal Research and Document Management [18:21] Expectations and Limitations of Legal AI [20:51] Contact Information Resources: Connect with Tom: LinkedIn: linkedin.com/in/thomasgmartin Website: lawdroidmanifesto.com/ Software & Cloud Services mentioned in the conversation: ChatGPT: chatgpt.com/ Claude: claude.ai/ LawDroid CoPilot: lawdroid.com/copilot/ LawDroid: lawdroid.com/ Notebook LM: notebooklm.google/ Perplexity AI: perplexity.ai/ PipeDrive: pipedrive.com/