Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice.

Episode Highlights

• Why Jared started a law practice and how he did it. - 2:58
• Investing in Technology for a law firm. - 5:27
• Integrating Pipedrive with Filevine for an improved Intake process. - 8:03
• Starting with the Intake Pipeline. - 9:24
• Automating the workflows and implementing KPIs with Filevine. - 11:48
• Determining which workflow should be automated and which one should be human-controlled. - 14:16
• Deciding which KPI to use and track. - 15:51
• Managing a growing team. - 20:28
• Building community presence as an attorney. - 22:23
• How Brooks manages his time between his family and busy law practice. - 27:04

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Brooks Derrick
• https://www.derricklawoffice.com/
• https://www.linkedin.com/in/brooksderrick
• https://www.instagram.com/lawyerfriendsfood
• https://www.youtube.com/@derricklawoffice
• https://open.spotify.com/episode/5u5R0KKMLsvbWtYTxp7ZsO?si=_uK2E9KfRk6kIVMLr1ASoA