Adventures In Legal Tech

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/ 

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/ 

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 

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/