
The Legal Toolkit
Welcome to the Legal Toolkit, where you'll get the latest trends and business initiatives that help your law firm everyday. Hear from the experts setting the standards for the legal, insurance, and law enforcement industries. You're listening to the Legal Talk Network!
Latest episodes

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.

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.

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.

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.

Dec 16, 2022 • 43min
Data Integration–Simplified; Efficiency Plays for Law Firms; and “Shit Miamians Say”
No one likes change, but your law firm will be more profitable and organized if you keep up with the latest tools for streamlining workflows. Jared talks with Marisa Portuondo about her expertise in helping lawyers prioritize efficiency and thrive in legal practice.Later, Marisa sticks around for the Rump Roast! In Jared’s latest game, “Shit Miamians Say,” Marisa gives an insider’s perspective on unique Miami colloquialisms.And, The thought of moving decades of data from your legacy software is pretty intimidating to a whole lot of lawyers, but cloud-based software is where it's at, man, so you really need to get it done. Jared gives tips for migrating data with minimal headaches.Marisa Portuondo is senior enterprise architect at streamlined.legal.-----Since we talked Miami culture + I learned some Spanish on this episode, let's celebrate with some songs about the Magic City!-----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 Hands Up, Buttercup! by Neon Beach.

Dec 2, 2022 • 40min
Hyped for “Cocaine Bear”; Filevine’s Ryan Anderson; and “The Magnificent Andersons”
Efficient back-and-forth communication in law firms has always been a necessity, but it’s not always easy to do it well. Finding the right collaboration tech is a critical step in modern law firms, so Jared talks with Ryan Anderson of Filevine about the unique needs of lawyers and the future of documents and communication in legal practice, including upcoming .vine.Later on in the Rump Roast, Jared has Ryan rank himself against his fellow ‘Ryan Andersons’ out there in the ether, and then quizzes him on famous ‘Ryans’ and ‘Andersons’ in pop culture.And, after lamenting the R-rated comedy drought, Jared’s looking forward to the release of horror-comedy “Cocaine Bear” in February 2023. Tune in for an overview of this upcoming gem–if you’re into the idea of a drug-fueled bear on a murderous rampage. Sounds fun, eh?Ryan Anderson is the founder and CEO of Filevine, a project management and collaboration tool for lawyers and consumer professionals.-----Since we're all excited for the upcoming forthcoming film, 'Cocaine Bear' - so, here are some songs about bears . . . and, cocaine.-----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 Riled Up by Divisioner.

Nov 18, 2022 • 37min
Legal Tech’s Second Wave, A Different Take on Diversity in Business, and The Legal Toolkit Law Review Hour
Many business leaders are mis-educated about what diversity is, and, as such, lack the ability to support it in their organizations. Jared brings on diversity coach Dr. James Rodgers to learn about his research and training strategies for effectively managing diversity in business, with particular tips for lawyers and law firms.On an all-new Rump Roast, Jared introduces the Legal Toolkit Law Review Hour–full of a plethora of fascinating lawyer-related factoids and hosted by some guy called Randy Lemon.And, Jared catches us up on the state of things in legal tech and what solutions firms need for today’s tech-forward legal practice.Dr. James O. Rodgers is president and principal consultant of The Diversity Coach. Learn more about Dr. Rodgers at jamesorodgers.com.-----Since we're talking about diversity in the legal profession, here's a diverse list of musical suites for your sole enjoyment!-----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.The music for this week's Rump Roast is El Girasol by Hola HolaOur closing track is Loose Tension by Reel Life.

Nov 4, 2022 • 38min
The Skinny on Biden’s Loan Forgiveness Program; Perfect Albums Vol. 3; and “Forgive Me”
People have been alternately ticked, thrilled, and confused since the Biden Administration rolled out its loan forgiveness program. So, what’s the deal? Jared gets insights from student loan lawyer Adam Minsky on the many moving parts of this program, who qualifies/how to apply, and the program’s current hold due to legal challenges under consideration in a federal appeals court.In the Rump Roast, Jared and Adam play “Forgive Me,” where Adam must choose which historical blunders to erase in a variety of categories. Will he choose Kevin Costner’s appearance in Waterworld? Russia selling Alaska to the US for 4.2 million? Those publishers who rejected Harry Potter? Eesh. Blunders, indeed.And, Coldplay’s Viva La Vida or Death and All His Friends wins a spot on Jared’s list of perfect albums! Since Jared’s a bit of a music aficionado, it really says something that he’s picked an album by a band many music snobs love to (pretend to?) hate. Tune in for his take on this triumphal offering from well-loved, well-hated Coldplay.Adam S. Minsky is one of the nation’s leading authorities on student loan law.-----Just because we talked about Coldplay's 'perfect' album - 'Viva La Vide or Death and All His Friends' doesn't mean we can't go beyond. MORE COLDPLAY!-----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 Ethereal Morning by Drew Henmi.

Oct 18, 2022 • 38min
Consumer-Centric Pricing; Document Assembly for Lawyers; & “Documentary History”
Easy math: if you can get through more work, more quickly, you’ll make more money. And document assembly software can help you do it! Jared Correia talks with Tony Thai and Ashley Carlisle on how to put document assembly tech to work in your law firm.It’s trivia time on the Rump Roast. Jared quizzesTony and Ashley on famous and/or obscure documents in a new game called “Documentary History.”And, Jared’s gonna beat this into your consciousness eventually—people are pretty freaked out by the unknowns of legal costs, so you really, really need to provide clarity on what your clients will pay. Tune in for tips on killing that billable hour and providing better options for your clients.Tony Thai is CEO and chief engineer at HyperDraft.Ashley Carlisle is head of marketing at HyperDraft.-----Our guests, for some reason, REALLY love LA. So here's a playlist of songs to express that love for the Best Coast. (But, yea, I still hate LA).-----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 Highways by Falls.

Oct 5, 2022 • 38min
How To Avoid a Serial Killer; Better Law Firm Intake Management; & Craft Brewing
A lot of law firm intake processes are a bit painful to look at, if we’re honest, but they don’t have to be! Jared and guest McKay Ferrell share how a little tracking and better workflows can make your intake as smooth as butter.In lieu of a Rump Roast grilling, Jared delves into McKay’s passion for craft brewing, learning about hybrid IPAs and what led him into the seemingly saturated world of brewery businesses.And, Jared’s latest streaming pick might freak you out, but he thinks watching Netflix’s Dahmer series has left him with some solid tips for not getting murdered, so, tune in for those!McKay Ferrell is the vice president of product management at Assembly Software.-----Since we talked with a brewery owner, here are some of our favorite songs about boozin'. (Lots of country songs here, obvi.)-----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 Big Bags by Ghost Beatz.
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