What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement? For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology. Highlights Meet the guest today. - 1:27 What’s the favorite marathon that he’s done and what’s the favorite place of his wife whenever John forces her to tag along to? - 3:06 Why is it the wrong approach? - 6:34 People prefer going on a Space Mountain rather than going cleaning every six months. - 8:08 What is it gonna take for lawyers to move from analog to digital? - 9:11 One of the reasons John started his law firm. - 12:18 The belief is that every interaction should be really high touch. - 13:30 Convincing other attorneys who are not using technological tools to move away from the high-touch approach of running a law firm. - 13:57 Tools that law firms should be considering. - 15:50 The high touch concept: What John noticed over the years. - 18:15 “You’re doing a lot of effort for a client, especially for you as an attorney”: What’s his take? - 19:50 What’s a Client Care Team? - 20:46 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with John Strohmeyer https://www.strohmeyerlaw.com/ https://pod.link/1539196686 https://www.linkedin.com/in/johnthelawyer 

Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams. Highlights What is the latest in the legal space? - 1:00 Value of leveraging software for managing matters - 4:40 Value Proposition Software on matter management of in-house legal teams - 6:15 How can software manage and control legal spending? - 7:42 Benchmarking legal insights - 10:45 How can we show value to the business? - 12:45 The help of software inside the legal department in making their case - 15:30 Pressures on legal teams - 17:23 Sam’s favorite software feature - 19:53 Matt’s favorite software feature - 21:25 Future trends in legal space - 24:07 Episode Resources Connect with Jared Correia https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal  Connect with Matt DenOuden and Sam Kidd: https://www.onit.com/ https://www.lawvu.com/

More law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data. But why are there still law firms that are not switching to eDiscovery software? Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a firm. Highlights Who are the guests for today? - 1:06 Thanksgiving question: In your house, is it dressing or stuffing? - 2:40 The value of eDiscovery software. - 5:19 How can you define defensibility for a law firm that’s yet to come across that term? - 9:19 What’s their personal favorite eDiscovery feature? - 10:26 Where is the software moving in the future? What are the trends people should be expecting to see? - 18:44 Implementation for first-time users: How can you get into the software for the first time and how easy is it to implement software like this? - 23:55 How to get more information about the guests. - 30:29 Episode Resources Future Shock by Alvin Toffler 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://milyli.com/ https://www.indexed.io/ https://www.csdisco.com/ 

Do law firms need to upgrade their tools and software? What’s the best option to use? Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at. Highlights Who today’s guests are. - 1:19 The appropriate time to start listening to Christmas music. - 3:08 Why does it take people so long to start building front office software? - 5:29 Nick’s thoughts on why it took so long in the legal space. - 9:19 What’s the best pathway? - 14:38 The other used phases for CRM. - 21:01 Value of automations to law firms. - 27:16 Favorite KPI that law firms should be looking at. - 33:58 Episode Resources www.answeringlegal.com  www.lawmatics.com  www.filevine.com  Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal 

Artificial intelligence or AI is proven to improve communication, sales, and customer service for different industries. It can ensure cybersecurity defense, improve data gathering analysis, and even engage employees and customers. Can it also improve the processes in the legal world? Jared welcomes Nick Whitehouse of Onit to talk about AI and how it can help improve legal firms. Nick answers several questions surrounding Artificial Intelligence and how it can give a competitive edge to a law firm. Highlights Why and how did the name AI Center of Excellence come about? - 1:38 Artificial intelligence: Is it better than natural intelligence? - 2:24 What Nick thinks about the movie Lightyear. - 4:05 The working definition of AI. - 5:59 What is machine learning and how it can work together with AI? - 7:55 Are machines going to take away people’s jobs in the near future? - 9:59 In terms of AI development, is it legal behind other industries? - 13:31 Software applications for AI that have tangible effects on the average law practice. - 14:52 Utilizing AI can be a competitive edge for a law firm. - 20:26 The future of AI in the legal talk in the next five years. - 21:59 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Nick Whitehouse https://www.onit.com/ 

Privacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others. Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery. What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. Together with Jared, Dan talks about the development of eDiscovery as well as the value that it can bring. Highlights What eDiscovery is for lawyers, especially for non-tech savvy ones. - 1:49 Fun and exciting things to do in New England in the fall. - 2:54 Developing into eDiscovery. - 4:04 Things that Dan alluded to which changed the game of eDiscovery. - 10:01 The value of eDiscovery software to an attorney or a law firm. - 11:33 How can you wrap your head around eDiscovery without feeling overwhelmed? - 15:34 Tips for moving the project forward. - 21:27 Additional resources. - 26:32 Episode Resources https://www.thesedonaconference.org/ https://www.americanbar.org/ Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dan Gelb https://www.gelbgelb.com/ https://www.gelbgelb.com/our-team/daniel-k-gelb-esquire/ 

Accuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use? In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the alternative fee agreements and different payment funnels that attorneys and law firms can use as well as the new trends that people can expect in e-payments. Highlights The two guests for today’s show. - 1:16 Ice breaker: What’s the weather like in your area? - 3:17 Why should law firms start using e-payments? - 9:06 How is surfacing data related to bill payment? - 13:05 Alternative fee agreements for law firms. - 18:03 Financial services acting as a middle man between the client and the law firms: What does it mean and how does it work? - 25:03 The new trends that people can expect in e-payments. - 27:24 Do legal payment providers offer options if a consumer wants to pay using cryptocurrency? - 28:44 Where to find the guest today. - 31:49 Episode Resources https://timesolv.com/ https://lawpay.com/ https://redcavelegal.com/ Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Scott Clasen and Jordan Turk http://affinipay.com/ https://www.profitsolv.com/ 

Legal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions. Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’re up for renewal and letting the other party know of the last day when the contract will lapse. Listen in to know what are the different strategies to use when selecting the right legal research provider. Highlights The big difference with other lawyers: Rob loves college football. - 2:50 What are the big changes in the industry of legal research? - 5:41 The checklist that Rob’s running through when talking to legal firms about making decisions on legal research. - 9:16 Recommendation he’s always giving to clients: As soon as the agreement is signed, you send an email to your contacts, “Please set my agreement to lapse on the last day of this term.” - 11:32 Are there a lot of firms cutting their research budget due to the pandemic? - 15:30 Involve your power users into the conversation. - 18:28 Set of features of legal platforms that Rob sees as totally essential for a law firm. - 21:23 Do law firms use free resources first? - 24:10 How much should prices be an issue? How big of consideration should it be for law firms? - 28:01 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Rob Foil https://www.nuix.com/ https://asklegato.com/ 

Contracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen. Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes. Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can help different firms. Not only that, they also share different success stories of shifting to software and the future of contract management software. Highlights Who are the guests? - 1:19 What do they do on Halloween? - 3:19 Why is it important for law firms to use contract management software? - 8:07 Once you start automating and start using contract management software, you free up time and are able to focus on other tasks. - 12:08 Features of a Contract Management Software. - 14:03 There’s more focus on collaborative work: Younger attorneys are more open to collaboration. - 20:35 The biggest shift or feature that you’ll start to see is the usability of the product that you want to use. - 22:45 The future of Contract Management Software. - 23:58 Contracts are written for people to understand. - 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 the Rik Nauta, Will Reynolds, Jerry Levine and  Kevin Miller https://legalsifter.com/ https://contractworks.com/ https://www.donna.legal/ https://contractpodai.com/  ContractPodAI.

For lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession. Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available. Highlights Introducing the phenomenal guests. - 1:18 It’s essential for modern law firms to manage documents using robust systems that are accessible to both staff and clients. - 2:54 What’s your favorite font? 3:27 Formatting tips and best practices for law firms and lawyers. - 6:27 How to organize these documents and keep them organized? - 12:24 Tips and suggestions on using templates and template maintenance accessibility. 21:20 The future trends of document management. - 28:57 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, Jenni Davenport, and Chris Cangero https://www.docstyle.net/ https://www.wealthcounsel.com/ https://www.filevine.com/