Adventures In Legal Tech

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/ 

Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software. Highlights Introducing the guests of today’s show. - 1:20 The main focus of today’s topic. - 2:03 Icebreaker: How’s your vacation? - 3:12 The latest trend in law practice management. - 10:31 Moving towards automation by using a case management system. - 15:34 What are the future trends in law practice management? - 18:29 Technology leads law practice management to be predictive, rather than reactive. - 23:58 The hidden gems: What are the most overlooked features of case management software? - 27:55 Episode Resources 7 Habits of Highly Effective People by Stephen Covey 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.smokeball.com/ https://matter365.com/ https://moxtra.com/ https://smartadvocate.com/ https://clio.com/ 

Jared talked to Gabriela Cubeiro of CasePeer and Evan Armstrong of FileVine about data analytics in law firms. Highlights Data analytics for law firms - 5:27 Focusing on clients - 8:24 Software providers - 11:26 The analytic side of software - 12:17 Reports to generate data - 16:53 KPI, what is that? - 22:10 Building a better and stronger team - 24:09 Future for law firms - 25:05 The best KPI process - 26:02   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal https://www.filevine.com/ https://www.casepeer.com/ 

Jared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms. Highlights Cybersecurity is in the news every day - 1:41 What magnifies complexity - 10:23 You need cybersecurity training - 10:58 How you can protect yourself - 16:45 Understanding the threat - 18:01 Why people are unprotected - 19:21 Biggest reasons why so many firms are unprotected - 23:02 Business email compromise - 25:31 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Tom Lambotte https://www.securityplus.io/ 

Jared and Emily talked about how to choose the right tech, without getting distracted by new, shiny objects.   Highlights Getting so distracted by shiny objects - 2:12 Avoid buying new things - 3:19 Making proactive decisions - 7:14 How to choose technology effectively - 9:25 Making an appropriate investment - 10:36 Looking for a device that fits your needs - 11:32 Her main device - 14:48 The most essential software tools - 16:25 Using technology to delegate - 22:29 Tech is your friend - 23:51 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Emily Amara Gordon https://redcavelegal.com/ http://amaralaw.com/ 

Jared talked with John Lerner, Cathy Kenton, and Brian Dalton about the LegalTech NonEvent. Highlights The genesis of the NonEvent podcast - 3:45 There are so many products in the market - 4:34 Making product recommendations - 5:42 Where they started - 7:00 Making NonEvent online - 13:56 A community of tech startup people - 20:47 Making informed decisions - 27:46 Loving tech - 28:22   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Cathy Kenton cathy@legaltechmg.com John Lerner lerner@breakingmedia.com Brian Dalton bdalton@breakingmedia.com 

Jared talked with Tyler Smith about how to get legal software, and then get the most out of it, when you use it. Highlights Adopting the right legal tech for you - 2:03 How great it is being in Iowa - 2:47 How much time do you need to sell - 6:14 Planning is everything - 7:57 How to set revenue goals in this context - 8:56 One of Tyler’s favorite pieces of legal technology - 11:20 Using technology to manage staff - 16:00 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Tyler Smith tyler@smithlawiowa.com https://smithlawiowa.com/ 

Jared talked with Raymond Asiimwe about whether to buy or build software for a law firm. Highlights How law firms can maximize technology - 1:35 Making decisions to put the right technology in your law firm - 2:38 Buying the shiny object - 4:33 How you decide as a law firm what technology you need - 9:23 Building the systems that we want - 10:43 How to decide who to hire - 14:34 A real mindset change for lawyers - 17:37 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Raymond Asiimwe rasiimwe@bytelexhq.com http://bytelexhq.com/