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The Legal Toolkit

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May 25, 2023 • 40min

AI Tells Lame Jokes; The Fastcase/vLex Merger; and “ChatGPT Jeopardy!”

Fastcase and vLex have merged to form the world's largest law library, containing the law from over 100 countries and more than a billion documents. One platform with all these resources means attorneys around the world will have bigger, better, faster access to everything they need to do legal research. Jared chats with Ed Walters of Fastcase about their goals for democratizing the law and what plans they have to continue developing this global library and legal AI for easier use.This time on the Rump Roast, Jared and Ed play “Wack-Ass Responses from AI to Completely Reasonable Prompts,” but that title seems a bit unwieldy, so you can just think of it as: “ChatGPT Jeopardy!”And, since AI will probably take over the world eventually, let’s prove our superiority while we still can. Jared’s found the clincher: we’re funny, and AI’s sense of humor is decidedly lame. We win.Ed Walters is the CEO and co-founder of Fastcase, an online legal research software company.Read more about the merger: Legal tech disruptors vLex and Fastcase merge to form world’s largest global law library-----Legal research is all about searching, but there's a lot of other stuff you can look for, too.-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Yellow Letter by Sam Barsh.
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May 11, 2023 • 36min

Perfect Albums, Vol. 4; The Attorney Whisperer—Randa Prendergast; and “Beantown Beanfest”

Randa Prendergast takes a “June Cleaver” approach to running a law firm, making every little thing run smoothly without breaking a sweat. Jared and Randa talk through how to identify your workflow needs and develop processes that make it easy for employees old and new to know exactly how to keep things rolling.Later on in the Rump Roast, Jared’s fellow Bostonian Dan Winslow joins to talk about the great equalizer of the food world (beans, obviously) and the real reason Boston has long been known as “Beantown.” Dan also discusses the first-ever Beantown Beanfest, coming up on June 24, 2023!And, finally, 1974’s “Sundown” album by Gordon Lightfoot is perfect. In Jared’s words, the title track is “…maybe the most quietly menacing pop song ever written.” That description alone is pretty damn intriguing, so tune in for Jared’s thoughts on the whole album—and RIP Gordon Lightfoot (November 17, 1938 – May 1, 2023).Randa Prendergast is the Attorney Whisperer at Mrs. June Legal, LLC.Daniel B. Winslow is President of the New England Legal Foundation.------In honor of the late, great Gordon Lightfoot, here is a smattering of some of that Yukon gold!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Night Whispers by Dr. Delight.
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Apr 27, 2023 • 39min

The Perfect Intake Form; Turning Data Collection on Leads into Profits; and “What Would Georgia Man Do?”

If you know exactly how all your clients found you, then you know exactly how to market your firm to keep driving more growth. But, a whole lot of firms aren’t tracking the process from need to lead to paying client. Jared chats with Patrick Carver about how collecting the right data on leads eventually converts into more clients and bigger profits.Later, Patrick sticks around for the Rump Roast and a new take on the much-loved antics of the Florida Man—but this time, just a bit north! Jared’s latest quiz asks the question,“What Would Georgia Man Do?”And, The perfect intake form isn’t as elusive as you might think. Jared’s got tips for hitting the Goldilocks zone with each and every potential client to make sure you’re not wasting your time or theirs.Patrick Carver is CEO and owner of Constellation Marketing.-----We talked with Patrick Carver about, among other things, the great state of Georgia. So, here are some of our favorite Georgia songs!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Night Whispers by Dr. Delight.
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Apr 13, 2023 • 36min

A Flipping Disaster; Bruce La Fetra—Client Whisperer; and “Technical ‘Knox’ Out”

How do you get your best clients to hire you? Jared welcomes Bruce La Fetra, a real, live client whisperer, to chat about how to flip your usual script and market to the clients you actually want.Later, the guys play “Technical ‘Knox’ Out,” a trivia round highlighting Knoxville, TN, facts—past and present.And, who knew? Apparently, Jared’s devotion to flip phones rivals that of the Laguna Beach teen scene in 2004. But, Jared’s relationship with his beloved, flippy phones has been riddled with angst as of late. Tune in for the drama.Bruce La Fetra is a consultant at Eastwood Strategy Advisors.-----We talked about Knoxville - which is in Tennessee; so, here are some Nashville (also in Tennessee) artists!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is This is Love by Alsever Lake.
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Mar 28, 2023 • 42min

Finding Legal Mentors, The Expert Witness Roundtable, and Perry Mason

Where do expert witnesses come from, exactly? Jared welcomes guests Allison Muller, Nick Briscoe, and Nick Rishwain—an experienced and knowledgeable panel discussing the ins and outs of expert witnessing. They share how professionals come into this field and offer advice for attorneys looking to engage an expert witness for a case.Later on in the Rump Roast, guest Rachael Ziegler joins to talk about yet another of Jared’s favorite TV series—HBO’s reboot of the classic lawyer show, Perry Mason.And, lawyers of all ages and stages benefit from mentors in legal practice, but many don’t know how to tap into the expertise they need. Jared offers his tips for seeking out mentors and explains how multiple connections with differing knowledge bases can help attorneys thrive.Dr. Allison Muller is a board-certified toxicologist with expert witness experience in cases involving alcohol, drugs of abuse, carbon monoxide, medication errors, and postmortem toxicology.Nicholas Briscoe is Chief Economist at Briscoe Economics Group, Inc. and has provided consulting and expert witness testimony in a wide variety of economic and financial matters.Nick Rishwain is Vice President of business development and relations at Experts.com, assisting attorneys in locating a wide variety of expert witnesses and consultants for their litigation support needs.Rachel Ziegler is the founder of Ziegler Legal Services, where her practice focuses on estate planning, estate administration, trust administration, and health care advocacy.-----Since we talked about with no less than 4 experts, here are some songs about being smart. You'll listen, if you know whats good for you!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Lucky Day by SPARKZ.
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Mar 16, 2023 • 39min

Jared’s Latest TV Obsession; Strategic Communications with Jessica Chen; “And the Award Goes To…”

Communication often happens because we are simply reacting to something, but how often do we react with a thoughtful, impactful response? Jared welcomes Jessica Chen to hear her strategies for leveling up your professional communications. They talk through some of the ways communications training can elevate your influence in the workplace and discuss ways to connect with professional peers through social media.Later, has anyone named Oscar ever won an Oscar? Find out whether Jessica knows the answer in Jared’s Rump Roast quiz featuring historic Academy Awards trivia.And, HBO’s “The Last of Us” is the best show Jared’s seen in a looong time, so if you like gut-wrenching, poetic, and a little bit disturbing storytelling, you’d better check it out.Jessica Chen is an Emmy-Award Winner and the founder and CEO of Soulcast Media.-----Since we talked about the Academy Awards, let's keep awards season rolling: here's our list of the best Best Original Song category winners!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Yellow Letter by Sam Barsh.
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Feb 23, 2023 • 44min

A Fair Dinkum Interview with Chris Stock and “Shit Australians Say”

This time on The Legal Toolkit, Jared forgoes his monologue to give more time to his conversation with Chris Stock. Tune in as this duo dig into criminal justice reform, ChatGPT’s future in legal and the world at large, legal tech business outlooks, Chris’s new venture as founder of a consulting firm, and more.Later, stick around for “Shit Australians Say” on the Rump Roast. You’ll learn what “fair dinkum” means and can decide for yourself whether our usage in the title was correct or just silly. Cheers!Chris Stock is CEO and founder of CGS Advisory.-----Since we talked with notable Australian, Chris Stock, let's count down Australia's Greatest Hits!-----Our opening track is Two Cigarettes by Major Label Interest.Our closing track is Scrappy by Famous Cats.
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Feb 2, 2023 • 41min

Swifties, Assemble!; Lawyers Need Vacations; and “Travel Etiquette”

If you’re a lawyer, you need a break. Tune in with Jared, his lovely wife Jessica, and her fellow travel agent Samantha Hedges to learn a thing or two about escaping the daily grind. They share tips for vacation bookings, highlight some favorite destinations, and even chat about social media marketing tactics you just might be able to use in your law firm.During the Rump Roast, the trio play “Travel Etiquette”, where Jessica and Sam reveal the real truth about which airplane armrest you’re actually entitled to.And, Jared basically took the week off, so Jessica offers up a monologue on the iconic and evolving career of Taylor Swift.Jessica Foster Correia and Samantha Hedges are travel agents with InTouch Vacations and podcasters on Fab 5 Travel Podcast and Escape: A Travel Podcast. Find out more on Facebook at: https://www.facebook.com/VacationswithJess/ and https://www.facebook.com/travelplanwithsam-----Since we talked about travel, let's, uh - do some Taylor Swift deep(ish) tracks, curated by my wife, the ultimate Swiftie!-----Our opening track is Two Cigarettes by Major Label Interest.The music for the Legal Trends Report Minute is I See You by Sounds Like Sander.Our closing track is Apollo by Transmuter.
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Jan 19, 2023 • 40min

TV Gems of an 80s Childhood; Better Law Firm Management; and “Not-So Happy Endings”

You don’t have to figure out how to manage your law firm alone. Because, honestly, there are people out there who can do it way better. Jared chats with Margaret Burke about how outsourcing law firm management can save you time and boost your revenue.This time on the Rump Roast, Jared quizzes Margaret on the surprisingly dark endings of a variety of classic fairy tales.And, if you haven’t watched any Rocky and Bullwinkle lately, Jared highly recommends it, especially Fractured Fairy Tales—all free on YouTube!Margaret Burke, president and founder of MB Law Firm Consulting, has decades of experience working with lawyers, partners, and small to midsize law firms.-----If you can't tell, Jared's got a thing for fairy tales, so let's just lean into it. Check out this playlist of songs all about fairy tales.-----Our opening track is Two Cigarettes by Major Label Interest.The music for the Legal Trends Report Minute is I See You by Sounds Like Sander.Our closing track is Tenderness of You by Cast of Characters.
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Dec 29, 2022 • 44min

Law Firm for Sale — Planning Your Exit Strategy, and “The Cost is Correct!”

Hey, that law firm you own is an asset! A whole lot of lawyers don’t fully realize the value of their legal practice, but there are willing buyers out there, and keeping a future sale in mind should be part of your succession plan. Jared gets the skinny on brokering law firm sales from Jeremy Poock of Senior Attorney Match.Later, the guys play “The Cost is Correct!” Jared presents products from the past, and Jeremy must guess if the price is, y’know… right.And, building out turnkey systems for your law firm are going to make it much more valuable when you want to sell. Jared explains how to create ‘McDonalds-esque’ workflows that make your firm appealing to buyers.Jeremy Poock is an attorney and the founder of Senior Attorney Match.-----Since we talked about valuing law firms - so, let's price out some singles!-----Our opening track is Two Cigarettes by Major Label Interest.The music for the Legal Trends Report Minute is I See You by Sounds Like Sander.Our closing track is Won't Take Long by Dr. Delight.

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