Adventures In Legal Tech

For today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her approach to marketing her practice, which combines both traditional and modern methods and using her presence in social media to help educate people on immigration and dispel any negative stigmas associated with it. Episode Highlights 01:26 Getting to know who the guest is 03:24 How Giselle started her firm straight from law school 05:47 The difference between the marketing strategies of millennial attorneys and older attorneys 07:36 Building a marketing plan for her firm 11:04 Using referral marketing and community involvement in marketing your services 12:57 Getting a website and choosing an SEO provider 15:27 TikTok as a social media platform for marketing 17:33 The benefits of building social media engagement 21:03 Repurposing contents for TikTok 23:34 The difference between using Instagram and TikTok 24:37 Producing content for Facebook 26:56 Stint as an actress Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Giselle Rodriguez https://gmrodriguezlaw.com/ https://www.tiktok.com/@attorneyrodriguez https://www.facebook.com/gmrodriguezlaw/ https://twitter.com/gmrodriguezlaw https://www.instagram.com/gmrodriguezlaw/ 

For today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even the role of technology and AI. Mark highlights the importance of keeping clients informed, but also warned against the potential risks of giving away confidential information. Additionally, he advises to utilize a secure client portal for communication and data security, as well as reviewing privacy settings on smartphones to preserve client confidentiality. Episode Highlights 03:58 What the daily life of an ethics attorney looks like 05:07 Different channels to reach out to Mark and his team 06:18 The dreaded ethics issue they are usually facing involving emails 10:49 Texting or sending messages to clients 11:21 The three C’s 13:59 Carrying around smartphones, the landmine of confidential information 20:22 Ethical mind fields involving chatGPT and other similar technology 24:40 Supervising employees with respect to technology 27:13 Kinds of issues that are related to unauthorized practice of law Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Mark Palmer https://www.2civility.org/ https://www.linkedin.com/in/mcpalmer https://twitter.com/palmerlaw 

For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs and reports but notes that legal-specific technology is not always necessary. Episode Highlights 01:58 What Valentine’s Day means for Mary 03:22 What is KPI or the Key Performance Indicators? 05:02 Reporting in conjunction with KPIs 07:12 The interaction between different processes and KPIs 10:42 Building processes and generating KPIs for law firms 13:14 How often should you measure KPIs? 19:48 Financial and quantitative components of KPIs for law firms 21:41 Soliciting client feedback 22:48 How Mary gets attorneys to buy into their projects Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Mary Juetten https://traklight.com/ https://www.linkedin.com/in/maryjuetten 

For today’s episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importance of mergers and acquisitions in the field and advised attorneys and law firms to stay aware of changes such as non-lawyer-owned law firms. Episode Highlights Their best New Year’s Resolutions failures - 2:34 How lawyers can use law practice management software and recession-proofing a law practice. - 6:40 Improvements in case management software for a better client experience. - 11:58 Benefits of utilizing case management software for law firms. - 15:53 The future of law management software. - 14:42 Adding automations in the case management software - 21:11 Impact of mergers and acquisitions in the technology space. - 24:29 Their favorite case management report and why. - 30:18 Essential integrations for case management software. - 32:19 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://filevine.com/ https://lawmatics.com/ https://joinparadigm.com/ https://smartadvocate.com/ 

Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice.   Episode Highlights Why Jared started a law practice and how he did it. - 2:58 Investing in Technology for a law firm. - 5:27 Integrating Pipedrive with Filevine for an improved Intake process. - 8:03 Starting with the Intake Pipeline. - 9:24 Automating the workflows and implementing KPIs with Filevine. - 11:48 Determining which workflow should be automated and which one should be human-controlled. - 14:16 Deciding which KPI to use and track. - 15:51 Managing a growing team. - 20:28 Building community presence as an attorney. - 22:23 How Brooks manages his time between his family and busy law practice. - 27:04   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Brooks Derrick https://www.derricklawoffice.com/ https://www.linkedin.com/in/brooksderrick https://www.instagram.com/lawyerfriendsfood https://www.youtube.com/@derricklawoffice https://open.spotify.com/episode/5u5R0KKMLsvbWtYTxp7ZsO?si=_uK2E9KfRk6kIVMLr1ASoA 

Today we spoke with Tim Del Castillo of the Castle Law: California Employment Counsel about building a successful employment law practice. He discussed the importance of using technology to streamline processes, staying up to date on legal developments, and keeping in touch with clients. He also highlighted the need for lawyers to use networking and content marketing tactics to help promote their firm. Episode Highlights How Tim got into the practice of employment law. - 4:01 Going from being a principal to a lawyer. - 5:22 Clever branding: How Tim came up with their brand name and tagline. - 8:23 Using AI in legal logo design. - 10:14 Staying on top of the practice from a professional development standpoint while running a firm with several employees. - 12:45 What strategies he employs as a networker to try to get cases. - 15:25 The importance of hiring a coach for your business. - 17:59 Marketing for growing a law practice. - 20:26 Automation in the legal practice: Installing and deploying new technology in the firm. - 22:18 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Tim del Castillo https://www.castleemploymentlaw.com/ https://www.linkedin.com/in/timdelco 

Josh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space. Josh is the CEO of his law firm and has a law degree, but does not work in legal production. His responsibilities as CEO are to come up with a vision for the firm, a strategy, and to make key strategic decisions. He has a director of operations who reports to him, as well as leaders of different departments within the firm. Josh believes that lawyers should only perform those tasks that require a license to practice law, and that non-lawyers should handle the rest of the work. He also thinks that a law firm should have a director of operations who has experience with staffing, HR, sales, marketing, and tech. Highlights Ice breaker: Who is the old guy that Josh prefers? - 2:03 Why he decided to be in the immigration law practice in Los Angeles. - 3:01 How being a CEO and a lawyer affects the staffing around the firm. - 7:37 How the hiring process started. - 8:30 Hiring non-lawyers for the firm. - 10:16 Working remotely for law firms. - 12:09 Staying on top of the game as an immigration lawyer. - 14:45 Marketing for firms. - 18:26 Benefits of technology in the immigration law firm. - 20:52 Best advice to growing your firm. - 26:20 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Josh Goldstein https://jgoldlaw.com/ https://www.facebook.com/Immigration.Visa.Lawyer/ https://www.linkedin.com/in/joshualgoldstein 

In this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer. John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm. In the conversation, John describes how his experience working at the Four Seasons Hotel influenced his decision to start his own law firm. He explains that he saw how the hotel treated its customers and wanted to bring that same level of service to his law practice. He talks about how his firm is focused on customer service and how that is one of the things that sets it apart from other firms. Highlights Getting to know the guest: John Strohmeyer. - 1:23 What happened to the Astros' Owner and GM? - 2:10 How he got interested in customer service. - 4:10 Viewing the company is customer-service focused. - 7:54 The unique thing he’s sharing with his clients. - 11:50 How customer service and marketing roles function in a law firm. - 14:42 What the podcast, No Unfinished Business podcast, is all about. - 18:26 The importance of a modern law firm using technology, building workflows or processes and then doing automation. - 21:26 What text expander is. - 26:17 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with John Strohmeyer https://www.linkedin.com/in/johnthelawyer https://www.strohmeyerlaw.com/ https://www.fivestarcounsel.com/ No Unfinished Business Podcast Five Star Counsel Episode 66

In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers. Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys be more efficient and effective in their work. Highlights Who are the guests for today? - 1:24 Ice breaker: What’s the most annoying Christmas gift a child asks them? - 1:55 One problem that a case management software platform can resolve. - 5:24 Best features of the case management software. - 8:37 Dealing with lawyers and their ability to place data and label into the system. - 10:47 What can be improved to be made to the case management space? - 13:49 The future of case management software. - 17:32 The value of reporting. - 23:37 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://www.cosmolex.com/ https://zencase.com/ https://www.linkedin.com/in/joyce-brafford https://www.linkedin.com/in/bobculliton 

I talked with two experts in the space about matter & legal spend management software for law firms and legal departments. Highlights Who are the guests for today? - 1:27 Cranberry sauce: Yay or nay? - 2:22 The benefits of using matter and legal spend management software. - 6:48 How to implement the tool. - 12:20 Managing change management. - 14:25 Defining roles and responsibilities for people affiliated with the software to maximize the tools they’re using. - 16:53 Using alternative legal service procedures and managed service providers. - 28:23 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Chris Bennett and Rebecca Kocsis https://www.onit.com/ https://www.bodhala.com/ https://conga.com/