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Adventures In Legal Tech

Latest episodes

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Apr 6, 2022 • 26min

Creating Systems with Ernie Svenson

Jared welcomes Ernie Svenson for today's episode. Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method. Tune in to learn more about how automation works with paperless operations in law firms. Highlights: Ernie’s Svenson’s history and background - 1:48 Implementing processes in a law firm - 3:01 From practicing attorney to efficiency expert for other attorneys - 4:45 Processing information effectively with the help of a case map - 9:24 Choosing a wide-scale applicable procedure for your practice - 13:54 The benefit of transitioning to paperless documentation - 16:03 The importance of being open to learning something new patiently - 18:32 Integrating Loom videos - 22:05 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Ernie Svenson https://ernietheattorney.net/ https://www.linkedin.com/in/stephenseckler https://redcavelegal.com/ 
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Apr 4, 2022 • 29min

Referral Marketing & Marketing Technology with Steve Seckler

Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode. Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success. After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of the industry's pioneers in legal marketing. Tune in to learn more about legal technology in plain English. Highlights: Benefits, options, and latest developments in the legal space Steve’s business rebranding process Lawyers in marketing Helping clients with referral-based marketing How Zoom helped business networking and relationship building during the pandemic Content repurposing as a lawyer Technology is a great way to leverage time but not a substitute for relationships Different tools and software to help you Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jason Foscolo https://www.seckler.com/ https://www.linkedin.com/in/stephenseckler 
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Mar 23, 2022 • 25min

Subscription Law Practice

For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC. Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more. Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the United States Marine Corps which honed his expertise in government ethics, criminal law, installation law, and contract law. Highlights: How his experience is upon entering the Marine Corps contrary to what the movie shows What Jason Foscolo PLLC does and how it started Why did he make the decision to choose a brand name versus a traditional law firm name What the subscription law practice is and how it’s different from other practices How he manages payments from clients What he uses in terms of technology to organize himself Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jason Foscolo https://www.foodlawfirm.com/ https://www.linkedin.com/in/jason-foscolo-36589925 
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Mar 18, 2022 • 28min

Artificial Intelligence

What’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice? For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field. Lastly, Jared with two guests, discussed the current and future impact of artificial intelligence in legal software and on law practice. Highlights The guests. - 1:11 The Legal Week experience. - 2:22 People’s temperature on swag. - 4:33 Bridging the gap. - 6:52 Data management in legal. - 9:36 Buzzworthy topics in the legal tech field. - 13:19 The impact of AI in legal practices. - 19:27 What are they looking for in March 2022? - 24:04 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Catherine Casey and Nick Whitehouse https://www.linkedin.com/in/catherineacasey https://nz.linkedin.com/in/nick-whitehouse 
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Mar 11, 2022 • 24min

Time, Billing and Payments

Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time? For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He touches an important topic that most firms look upon: Collecting accounts receivable. Scott cites the different ways law firms can use this for collection and how integrated payments can help these firms. Highlights Who is the guest today? - 1:17 Ways law firms can do a better job at capturing time. - 3:56 Why is there a need to keep track of time? - 7:01 Metrics to look at. - 9:22 Tactics for law firms to collect more of their accounts receivables. - 12:05 What’s an integrated payment for law firms? How can it help law firms collect money? - 14:30 Favorite feature of time and billing software. - 20:29 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Scott Clasen https://www.linkedin.com/in/scott-clasen-4872288 https://www.profitsolv.com/ https://www.timesolv.com/ 
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Mar 4, 2022 • 18min

MyCase Special Episode with Jim McGinnis

With the advent of technology, will law firms move forward despite the pandemic? Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives. In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry. Highlights Welcoming Jim, CEO of MyCase - 1:10 Jim’s prior experiences serve as a ladder for his new role - 3:30 Thrive or die?: Technology in a pandemic - 5:33 Do you see lawyers backsliding after technology adoption? - 8:58 What is the Net Promoter Score? - 9:40 Tech challenges for lawyers: Why it is hard for law firms to delve into new technology - 10:55 Two things tech companies do to assist law firms in addressing the challenges - 12:17 Legal industry report on remote work and its future -13:27 Will the face-to-face events be back? - 15:31 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jim McGinnis https://www.mycase.com/ https://www.linkedin.com/in/jamespmcginnis 
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Feb 18, 2022 • 21min

Contract Management

How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones? In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition. Highlights Who’s the guest today? - 1:11 Outlaw, the contract management platform. - 1:59 Icebreaker: Cain being a skier and a snowboarder. - 3:27 Tips for a young man on his first skiing adventure. - 4:46 Why did he feel it’s important to make the acquisition? - 6:16 Things to look for in a solution. - 10:30 The difference between how to use the product as a legal department in a large company and in an independent law firm? - 12:30 Balancing between ad hoc needs of specific clients. - 15:05 The next evolution that Cain sees in contract lifecycle management. - 16:22 Can contract lifecycle management assist in the staffing crisis? - 18:08 The most important field type that exists. - 20:00 How to get more information about Cain Elliott, Filevine, and Outlaw. - 20:50 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Cain Elliott https://www.filevine.com/ https://www.linkedin.com/in/cainelliott 
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Feb 11, 2022 • 27min

Document Management

In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm. Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time. Highlights Starting off with Ground Hog Day - 2:00 Stuck in the time loop with document management - 2:37 Managing workflows through software - 4:05 Evolution of document management over the past 3 decades - 6:11 Pressing on heightened data security: protection of users - 11:07 Attorneys are not technologists - 13:10 Incorporating more document management technology on courts and law firms - 14:00 Artificial Intelligence in simplifying evidence management - 19:10 Future of document management - 21:02   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Alvin Tedjamulia https://www.linkedin.com/in/alvin-tedjamulia-a3492a12 https://www.netdocuments.com/ Connect with Elizabeth Vanneste https://www.linkedin.com/in/elizabeth-vanneste-ba43b3 https://viqsolutions.com/ 
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Jan 28, 2022 • 35min

Law Practice Management Software

What’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows  and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data.  Highlights The guests for today’s show: Who are they? - 1:15 Sharing their New Year’s Resolutions: Should you do it or are they cliche? - 2:52 The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09 The stats or KPIs that law firms should look for now. - 15:27 How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38 Why is having their own payment tools advantageous for lawyers and law firms? - 21:56 Can a law practice management system do a better job of integrating lead management and how? - 27:31 Law practice management software supporting the client interaction workflows. - 30:46 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao https://www.abacusnext.com/ https://moxtra.com/ https://www.clio.com/ https://www.filevine.com/ https://www.lawmatics.com/ 
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Jan 27, 2022 • 25min

The Metaverse For Law Firms

It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson & Wilson. Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms. Highlights Who is the guest for today? - 1:16 Growing up with a guest ranch where celebrities would visit. - 2:04 What is metaverse and why should lawyers care about it? - 3:41 Changes in technology to implement metaverse. - 6:15 Cost of setting up: Is it difficult to do? - 10:28 Pitching the metaverse to clients. - 12:11 Building the avatar in a professional way. - 17:56 In addition to initial communication, how did Mitch end up engaging with people after the fact or staying on top of the mind?  - 21:56 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorrei https://twitter.com/RedCaveLegal Connect with Mitch Jackson http://jacksonwilson.com/ https://www.linkedin.com/in/mitchjackson?trk=public_post_share-update_actor-image https://www.instagram.com/mitchjackson 

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