The Legal Toolkit Integrating the Heck out of Your Software; Lame Legal Ethics Rules; & “Questionable Ethics”
Sep 19, 2024
Jared, a software integration expert dedicated to helping lawyers streamline their practices, discusses the transformative power of customizable legal software. He elaborates on integration types and real-life examples that enhance efficiency. Joined by legal ethics authority Jayne Reardon, they tackle problematic ethics rules and the need for reform in the legal profession. Their banter shifts to a fun trivia segment on 'Questionable Ethics,' including quirky philosophical trivia, making for a delightful blend of insight and entertainment.
AI Snips
Chapters
Transcript
Episode notes
Three Integration Models Explained
- Cloud software integrations let tools exchange data and trigger actions to automate legal workflows.
- Jared Correa explains direct, indirect (Zapier/Make), and DIY integrations and their tradeoffs.
Push Leads From CRM To Case Management
- Connect your CRM to your case management system to push leads and launch workflows automatically.
- Use direct integrations when available or Zapier as a bridge for non-native CRMs.
Automate Billing With Accounting Integrations
- Integrate accounting software with case management to export time entries and invoices automatically.
- Prefer native integrations like MyCase to QuickBooks when possible to avoid manual export/import.