Adventures In Legal Tech

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/ 

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 

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 

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