Adventures In Legal Tech

Going Back to Basics: Strengthening Your Firm's Foundations with Joyce Brafford

Feb 15, 2024

36:03

For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford.

[SPONSORED by Cosmolex]

Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie 20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools. 23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market 25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content 31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing 32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content 33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play

Episode Resources