For a law firm to be more efficient in handling client information, can CRMs do the job? If you're looking for CRM software that can help your law firm get more efficient, this episode is for you. Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.   Highlights What’s Jared and Nikhita’s wild school stories like? - 2:27 How effective law firms are leveraging technology to get more efficient? - 5:23 How to choose an ideal client. - 8:38 Starting using AI without eliminating the human touch. - 16:21 Where automation sequence could work and where human intervention should be placed. - 19:15 What is the CRM onboarding process - 24:22 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Nikhita Iyar https://www.linkedin.com/in/nikhita-iyar-85361680  https://www.moxo.com/ 

I talked with experts in the field about utilizing time, billing & payments software in the law firm environment. Highlights Who are the guests for today’s episode? - 1:23 Ice breaker: What their favorite and not-so-favorite shows are. - 2:52 What their thoughts are on law firms starting to build their own payment system? - 7:07 How important it is to build a system to streamline billing for the law practice to use the software. - 15:26 How to make time tracking easier. - 23:28 How lawyers can construct what are effectively compelling invoices? - 31:05 What their best tips are for getting paid more here in the last quarter of 2022 that the law firm could implement immediately? - 36:14 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Matt Speigel, Tomas Suros, Scott Clasen, and Sam Mallen https://www.lawmatics.com/ https://www.mycase.com/ https://www.timesolv.com/ https://www.abacusnext.com/ 

For today’s episode, I spoke with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur about contract management and the risk management systems, and the best practices for lawyers and law firms. Highlights Who are the guests for today’s episode? - 1:25 The icebreaker: What scary animal encounter they’ve had? - 3:23 What risks are involved in the risk management and contract management spaces? - 9:40 How do you build processes and how do you implement them? - 17:56 How can you construct, simplify, templatize, and standardize languages within the contracts? - 28:08 What lawyers don’t know about contract management software is that they should. - 37:35 How to get more information about the guests. - 39:19 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur https://linksquares.com/ https://www.malbek.io/ https://www.gatekeeperhq.com/ https://www.spotdraft.com/ 

I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms. Highlights What their favorite television productions are and why people should be watching them. - 2:48 What MyCase: What to expect and what it means for the industry. - 5:12 With the acquisitions happening in the legal space, how do they stay on top of what’s happening with the companies? - 7:03 What should you follow in terms of styling and formatting? - 9:56 Where to store the documents: The best practices and software to use. - 12:55 Is the client portal a good and effective file-sharing solution? - 15:15 Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn’t be daunting for lawyers? - 17:23 How to manage integration with document management tools for law firms. - 22:38 What an integrated experience looks like from the perspective of a case management software user. - 24:49 What’s their favorite document management tip? - 27:24 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Adrian Bailey and Arman Samani https://www.docstyle.net/ https://www.mycase.com/ abailey@docstyle.net arman.samani@mycase.com  

I interviewed several vendor reps about the features and latest developments in law practice management software. Highlights Who are today’s guests? - 1:15 Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41 What is happening in the world of legal tech? - 5:51 What a lawyer should do during an acquisition? - 7:10 What does acquisition mean for attorneys? - 8:38 What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? - 12:06 The strategies for lawyers in uncertain times. - 20:09 Integration of case management software and other software: Are there specific integrations needed? - 28:16 Integration versus data privacy and security. - 33:38 The biggest misconception lawyers have about law practice management. - 38:45 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dov Slansky, Jim Garrett, Colin Li and Igor Selizhuk https://www.smartadvocate.com/ https://www.litify.com/ https://joinparadigm.com/ https://assemblysoftware.com/ 

I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams. Highlights Are Australian children’s television as amazing as it seems to those living in Australia? - 3:36 What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20 Is it cheaper to go with a cloud tool than a legacy? - 7:31 Can you combine legal matters and spending management? How will it affect the software that the legal team will use? - 9:25 How integrating two separate categories into one software can affect the marketplace. - 11:10 The different kinds of business intelligence software should take a look at. - 12:11 How a change in mindset has affected the software. - 14:27 What you should look for, in terms of legal matter management, in an in-house team? - 16:50 The kind of efforts Jodie Baker’s team has embarked on. - 19:00 Advice to women who are interested in starting in technology. - 22:33 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jodie Baker https://www.xakiatech.com/ https://www.xakiatech.com/about/jodie-baker https://au.linkedin.com/in/jodiebakerxakia 

I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools. Highlights Who is Brooke Lively? The place she enjoys the most. - 4:02 What Key Performance Indicator is and what does it have to do with law firms? - 5:01 The importance of knowing your firm’s Key Performance Indicators. - 6:11 Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40 What law firms should be looking at and monitoring. - 8:41 The AR is created in the sales call: How does that work? - 12:05 Creating the process of having a fee agreement in your contract. - 13:27 What’s an evergreen retainer? - 14:36 The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13 What’s the best accounting tool for law firms? - 23:11 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Brooke Lively https://www.cathcap.com/ https://www.cathcap.com/brooke-lively-bio https://www.linkedin.com/in/brookelively 

I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice. Highlights David’s approach of using Zoom backgrounds for conferences. - 2:30 What access to justice is. - 4:12 Experimenting with limited scope representations. - 7:27 To what extent do for-profit companies solve the problem? - 11:39 Views on document assembly and outworks, and access to justice issues. - 13:15 Improvements are being made to e-filing and access to justice. - 16:19 What Natural Language Processing is. - 19:50 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with David Colarusso https://www.suffolk.edu/academics/faculty/d/c/dcolarusso https://www.linkedin.com/in/colarusso 

I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments. Highlights Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43 The benefits of e-discovery software for lawyers. - 4:15 The trends in e-discovery that law firms should be aware of. - 6:58 Should a smaller firm utilize a different software? - 8:14 The trends in the software product. - 10:34 The table stakes for me: The baseline features and things that I should be looking for when buying software. - 13:57 The additional software to make the software function better from an e-discovery standpoint. - 16:33 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jeffrey Wolff https://ipro.com/ https://www.linkedin.com/in/jeffreymwolff 

I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices. Highlights March Madness: What happened to the NCAA tournament? - 3:05 What are the practical effects on operations of law firms focusing more on customer experience? - 5:21 Why is it important for law firms to have a dedicated CRM? - 6:46 Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43 The common mistakes that law firms are making with their intake processes. - 13:17 Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36 How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39 How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46 Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59 The three things law firms can do to supercharge their intake process. - 27:50 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Niki Black, Sara Bottorff, and Dan Jacobs https://www.mycase.com/ https://lawmatics.com/ https://lawruler.com/