Adventures In Legal Tech

For the twelfth & final episode of our special series with ProfitSolv, we've got a Festivus extravaganza, with all the fixin's.  But, don't worry - we found a way to smuggle in some legaltech & law firm management talk!  So, get some hot chocolate & snuggle up to this very special podcast episode. Featuring guest host Joyce Brafford & guest Scott Clasen, both of ProfitSolv. [SPONSORED BY TIMESOLV] Episode Highlights 00:15 - Legal Tech Adoption Challenges 02:12 - ProfitSolv! Product Line Overview 04:47 - Festivus Origins and Seinfeld Reference 18:52 - Importance of Software Testing Before Deployment 20:10 - Challenges with Onboarding and Software Adoption 22:58 - Underutilized Tools: Workflow and Process Automation 24:15 - Effective Use of Legal Accounting Features 31:24 - Law Firm Collection Practices and Soft Collections 36:20 - Making Credit Card Acceptances Common in Firms 38:40 - Recommended TimeSolv Features: Project Management 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 Joyce Brafford and Scott Clasen joyce.brafford@profitsolv.com scott.clasen@profitsolv.com https://www.profitsolv.com/ https://www.timesolv.com/  

I spoke with a bar association executive about reading works of fiction & how her state bar serves attorney members. Episode Highlights 03:38 - Kim Velk’s role at Vermont Bar Association. 04:53 - Snowy Vermont weather experience. 06:08 - Transition from practicing lawyer to education role. 08:15 - Importance of reading for relaxation and communication. 11:12 - Discovering and enjoying Hilary Mantel’s historical fiction. 12:44 - Discussing historical fiction and its appeal. 16:55 - Kim’s favorite authors and books. 18:11 - Bookstore vs. online book buying. 21:07 - Discussing current projects at Vermont Bar Association. 24:48 - Technology and AI education at bar associations. 27:15 - Low volume in media on technology discussions lately. 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 Velk kvelk@vtbar.org https://www.vtbar.org/  

Gyi Tsakalakis, President at AttorneySync and a legal marketing guru, dives into creating robust marketing strategies for law firms as we approach 2025. He discusses the importance of annual planning and metrics, as well as the impact of AI on search results and marketing tactics. Gyi also examines the shift toward affinity audiences and the balance between brand-building and direct response marketing. Plus, he highlights the critical need for law firms to own their marketing data to ensure accountability and effectiveness.

For the eleventh episode of our special series with ProfitSolv, we talk about the usefulness of dashboards in modern software - including how law firms can deploy them to effectively and regularly surface practice data, alongside ProfitSolv’s Joyce Brafford & Cosmolex's JD Robinson. [SPONSORED BY COSMOLEX] Episode Highlights 44:41 - Importance of dashboard flexibility and customization. 49:00 - Financial metrics and productivity insights. 53:36 - Key challenges firms face in capturing data. 53:41 - Role of passive time tracking for time capture. 01:16:03 - Next-gen tools in ProfitSolv’s lineup.   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 Joyce Brafford and JD Robinson joyce.brafford@profitsolv.com jon.robinson@profitsolv.com https://www.cosmolex.com/ https://www.profitsolv.com/ 

In this engaging talk, Chris Strang, a construction law expert and founding partner at Strang, Scott, and Giroux, shares his insights on building a successful law practice. He dives into the art of effective personal networking and critiques the reliability of lawyer referral sites. Strang discusses the changing landscape of commercial real estate post-pandemic and emphasizes proactive hiring strategies. Plus, he lightens the mood with stories about being a New York Jets fan and shares his passion for bourbon.

I talked to a lawyer who launched a law firm with lesser-known technology, and a unique practice mix. Episode Highlights 03:06 - Thanksgiving food dislikes. 05:13 - Faith Alvarez’s legal career journey. 09:12 - Launching a business during a recession. 11:17 - Challenges as a state prosecutor. 12:49 - Transitioning to personal injury law. 16:01 - Wise business strategy advice. 21:28 - Hiring flexible, part-time staff. 25:01 - Using social media for firm marketing. 28:36 - Innovative use of CRM technology. 30:07 - Community engagement and outreach. 32:36 - The Lady Justice Foundation. 35:26 - Future growth plans for the firm.   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 Faith Alvarez faith@faithalvarez.com https://faithalvarez.com/ 

I talked with an IP attorney about how he started & grew his law firm. Episode Highlights 01:01 - How to build a successful IP law firm. 02:17 - Favorite fall activity: apple picking. 05:50 - Journey into trademark law amidst economic downturns. 12:26 - The pivotal role of vision boards and focus. 15:20 - Leveraging technology like Alt Legal for firm management. 18:09 - Hiring talent globally with virtual structures. 24:26 - Exciting client roster with pop culture links. 27:01 - Marketing with pop culture references. 29:40 - Reflecting on childhood interests shaping career. 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 Scott Sisun scott@sisunlaw.com https://www.sisunlaw.com/ 

I talked with a legaltech expert about how law firms can outgrow their tech stacks & what to do about it. Episode Highlights 00:13 -  Simplifying legal tech access. 04:18 - Challenges in tech adoption for lawyers. 10:06 - Transition to cloud-based solutions. 15:49 - Bottlenecks: Identifying inefficiencies. 21:30 - Importance of client feedback. 24:09 - Streamlining software use in firms. 27:10 - Integration of software applications. 34:02 - Automation and workflows. 40:23 - Winding down practices with tech. 46:11 - Building firm value through 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 Matt Orlinsky  matt@practicepanther.com https://www.practicepanther.com/ https://www.linkedin.com/in/mattheworlinsky  

For the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively. [SPONSORED BY ROCKETMATTER] Episode Highlights 15:41 - Introducing the “Sticklefish” metaphor for work. 39:26 - Brooke’s five essential AR puzzle pieces. 58:53 - Discussing individualized law firm metrics. 1:04:39 - Customizable dashboards for law firms.   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 Joyce Brafford and Brooke Lively joyce.brafford@profitsolv.com brooke@cathcap.com https://cathcap.com/ https://www.profitsolv.com/ https://www.rocketmatter.com/  

I talked with an immigration attorney who executed a plan to grow her law firm from a solo practice. Episode Highlights 01:08 - Revamping an immigration law firm. 03:39 - Favorite cold-weather drinks. 06:06 - Transition from nonprofit to for-profit law. 07:52 - The influence of “the patriarchy” in career decisions. 10:33 - Challenges of constructing a work-life balance with a partner. 13:10 - The journey from solo practice to a larger firm. 14:59 - Importance of team and roles in firm expansion. 19:59 - Decision to rebrand and create a new website. 22:12 - Transitioning from lawyer to business owner. 25:41 - Selecting the right technology tools for law 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 Ellen Sullivan ellen@cambridgeimmigrationlaw.com https://cambridgeimmigrationlaw.com/