Revamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah Zweerink

Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform 09:04 Using technology as a law student 13:18 Integrating Clio to other tools and platforms 19:36 Finding the right way to organize information for the law firm  24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms 25:31 Wishes for Family Law software to allow saving data directly within the system 26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents 27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a law firm

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Cynthia Runge
• https://www.peridotfamilylaw.com/
• https://www.linkedin.com/in/cynthia-runge-b16b5b7