Customizing Case Management and Embracing AI

This chapter focuses on the significance of tailoring case management systems to boost productivity in small law firms, alongside effective marketing strategies. It also delves into the integration of AI tools like Co-Counsel to enhance legal practices while ensuring client confidentiality.

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Want to help your small firm flex its muscles? Think tech. Guest John K. Phoebus is a highly regarded personal injury and criminal defense attorney practicing on the eastern shore of Maryland. He is a founding partner of the Anthenelli, Phoebus & Hickman, LLC boutique law firm that he turbocharges with the latest technology.

Hear how Phoebus struck out at first on his own, then partnered with trusted colleagues and built a reputation so strong in their region they are known largely either by their last names or by Phoebus’ nickname, “The Crab Lawyer.”

To manage a heavy case load in a boutique firm and sift through massive piles of evidence, even decades of medical records for a single case, Phoebus leans into tech, often tinkering with new products and pushing for greater capabilities when taking his small firm into battle against much larger, deep pocket firms.

Technology can help you market online, take clients from inquiry to retainer, and create repeatable, dependable case management systems that deliver a consistent experience to clients, build your reputation, and maximize outcomes time after time.

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com

Topics:

For small firms, a strong tech arsenal (and yes, that means AI as well) turns Davids into Goliaths. Go toe-to-toe with the biggest firms with a robust stable of tech tools, even sort through decades of medical records, sort multiple body camera videos, and help you read a brief through the eyes of a judge and jury.
Owning multiple online domain names can help you extend your reach without creating more work, they can all point back to the same website while protecting you from “poachers” who want to latch onto your reputation.
How do you know you’ve “made it” in the legal world? When you’re known only by your last name. That’s a reputation.

Mentioned in This Episode:

Clio Grow intake software

Google NotebookLM

10 Kanban Board Examples

Clio Legal Tech

CoCounsel AI legal software

Microsoft 365 for business

MDEC, Maryland Electronic Courts