Adventures In Legal Tech

I spoke with an attorney who aggressively implements AI in his law firm, and teaches other lawyers to do the same.   Highlights 09:03 - AI and Prompt Engineering 18:46 - Perplexity and AI Search Engine 21:03 - Perplexity Partners with Legal Zoom 24:02 - Federal Regulations on AI 28:36 - Tools to Start with AI in Legal Practice   Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Josh Noffke https://www.brasstacksai.com/  https://www.linkedin.com/in/joshnoffke/   

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.   Highlights 02:07 - Importance of addressing people and technology roadblocks. 03:10 - Modern to modern case management transition. 06:56 - The role of bookkeepers as roadblocks. 11:13 - Addressing partners who resist tech adoption. 15:50 - The critical first step in evaluating software. 17:45 - Adriana’s unexpected journey into owning a perfume shop. 24:25 - Increasing efficiency with case management systems. 26:32 - The necessity of using Microsoft 365 and Copilot. 31:33 - Exploring new PDF tools with Adobe AI. 35:39 - Integrating AI smartly into legal practices. 36:47 - The potential of AI for administrative tasks.   Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Adriana Linares https://www.lawtechpartners.com/  https://madameaucoinperfume.com/ https://madameaucoinperfume.com/   

I talked with an expert on managed IT services for law firms about the state of the industry.   Episode Highlights 04:02 - The emergence of managed service providers. 05:02 - Affordable tech solutions for law firms. 06:39 - Three essential aspects of law firm tech: functionality, accessibility, security. 07:59 - Legal industry survey insights. 09:19 - Law firms’ cautious adoption of AI. 12:39 - Irish cultural discussion: Playwrights and sports. 13:56 - Description of the sport of Hurling. 17:39 - Importance of strategic IT planning for law firms. 21:40 - Encouragement for proactive IT management. 27:07 - AI in managed service providers. 31:41 - Creating policies around AI use in law firms. 35:39 - Growing risks of cybersecurity due to AI advances. 39:49 - Current investments in cybersecurity. Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Darragh Fitzpatrick https://www.tabush.com/  https://www.linkedin.com/in/darraghfitzpatrick/   

I spoke with the founder of a document assembly program about the latest software upgrades in the space.   Episode Highlights 05:40 - Eric Burdon’s document drafting woes 09:47 - Genesis of Office and Dragons 18:52 - Importance of tailored document automation 21:22 - Limitations and role of AI in law 23:30 - Ensuring accuracy with AI-assisted processes 28:17 - Future of document assembly and legal tech Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Samuel Smolkin sam@officeanddragons.com  https://www.officeanddragons.com/  https://www.litera.com/ 

I talked with an implementation consultant about how to best leverage your law firm CRM.   Episode Highlights 03:32 - Wendy Wylde’s approach to problem-solving. 05:26 - Transition from Lawmatics to independence. 06:33 - From chemistry teacher to legal tech consultant. 09:36 - Importance of starting with simple automations. 11:02 - Overcoming resistance to automation in law firms. 13:47 - Documenting processes for a predictable outcome. 16:46 - The significance of CRMs for law firms. 19:04 - Using data for better firm reporting. 21:40 - Business versus legal-specific CRMs. 23:35 - Standard operating procedures as business assets. 25:05 - Potential AI innovations in CRMs. Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Wendy Wylde https://www.linkedin.com/in/wendy-wylde/  https://matterflowadvisors.com/   

I spoke with an attorney about how AI is changing, and will continue to change, the practice of law. Episode Highlights 03:29 - Trust issues with AI at law firms. 05:50 - Tribal law insights. 08:36 - AI in law: Career impact. 11:06 - Challenges of upskilling with AI. 14:10 - Data preparation importance. 18:34 - Dangers of premature regulation. 23:18 - AI agents in legal practice. 26:41 - Potential destabilization by AI. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Justin Cary https://dwmlaw.com/ JCary@dwmlaw.com https://dwmlaw.com/profile/justin-b-cary/ 

I spoke with a personal injury attorney, who has started a technology-first law practice. Episode Highlights 04:26 - Discussion on AI tools for document referencing. 07:00 - Rob discusses starting a successful law practice. 10:28 - Experimenting with legal tech as a new law firm. 11:59 - Efficient management of PI medical records. 13:34 - Use of AI in settlement demands. 16:10 - Deposition software evolution. 20:46 - Market opportunity for case strength analysis software. 22:32 - Discussion on managing practice in different states. Episode Resources Connect with Jared Correia jared@redcavelegal.com   https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Rob Hartigan https://lionhartlaw.com/  

I spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage. Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/ Connect with Kim Bookout kbookout@opus2.com https://www.opus2.com/ https://www.linkedin.com/in/kim-bookout-496a8193/  

I talked with a legaltech journalist about the many ways in which artificial intelligence will impact the legal vertical. Episode Highlights 01:04 - Unique tech solutions for law firms. 01:43 - Generative AI’s impact on law practice. 03:00 - Stephen Embry joins as guest expert. 05:55 - Threat to the traditional law firm model. 09:40 - Shifting from billable hours to value-based fees. 14:51 - Tech Law Crossroads blog origin. 18:19 - Stephen’s South by Southwest experience. 21:08 - Valuing law work by outcome, not hours. 24:14 - Law automation: Replacing non-productive work. 27:40 - The challenge of AI in trial law.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Stephen Embry https://www.techlawcrossroads.com/  

I talked with an expert in the space about how to create + keep updated a law firm website. Episode Highlights 01:21 - Real-life law firm scenarios. 02:04 - Building and maintaining law firm websites. 05:50 - Subscription model for websites. 06:56 - Website as a service (WaaS) strategy. 07:50 - Transitioning from trades to tech. 13:03 - Modern website design trends. 15:08 - Dealing with outdated websites. 16:12 - AI’s impact on SEO and content quality. 18:59 - The shift to quality content emphasis. 20:39 - AI in automating client onboarding. 25:11 - Convincing skeptics of AI benefits. 27:55 - Importance of personal branding online. 31:50 - Ensuring website security and compliance. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Michael Pratt michael@execuservices.net https://getwaas.io/