Adventures In Legal Tech

Jared talked to lawyer Gina Bongiovi about her legal technology beefs. Highlights Lawyers adopting technology - 2:05 There are a lot of promises for the legal tech - 2:51 Having some legal tech beefs - 4:41 Cloud-based technology - 5:51 Her beefs - 6:36 Communicating frequently with our clients - 8:36 A tech wish list for 2022 - 15:22 You need to start with your needs - 17:48 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Gina Bongiovi https://bongiovilaw.com/ gina@bongiovilaw.com 

Jared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs. Highlights CRM: Customer Relationship Management Software - 1:40 What allows a CRM - 2:05 CRM are cloud-based - 2:22 A lot of law firms are not using CRMs - 2:55 One of the biggest challenges that they have - 4:18 Having a CRM in place - 7:19 How legal operates - 10:13 Managing your leads better - 13:45 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Erik Bermudez erik@filevine.com https://www.filevine.com/ 

Jared interviewed an attorney who has built a platform for selling legal products = documents. Highlights Productization in legal - 1:44 The difference between services and products - 2:01 Alternative ideas for selling products - 5:17 Using estate planning documents - 7:01 Making sure that customers are happy - 9:22 A whole experience for the client - 10:13 Setting expectations - 14:21 There’s nothing wrong with launching a product - 16:08 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Sankeetha Selvarajah sankeetha@gmail.com 

Jared talked about definitions and uses for AI in the legal technology space. He talked about this topic with Nathan Wenzel from SimpleLegal and Alex Smith from iManage Highlights AI is simple and complicated at the same time - 2:13 AI: a misunderstood concept - 4:14 AI is just math - 6:16 Unsupervised and supervised machine learning - 9:18 What lawyers should be doing - 14:28 Ways to use AI - 16:28 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Nathan Wenzel nwenzel@simplelegal.com www.simplelegal.com Connect with Alex Smith alex.smith@imanage.com www.imanage.com 

Jared interviewed Scott Clasen of TimeSolv and Niki Black of MyCase about time capture, billing, and managing client payments for law firms. Highlights Having a new hobby from the pandemic - 2:46 Collecting payment information - 5:39 There’s no technology excuse right now - 8:29 New payment plans - 11:00 Payment processing tools - 12:42 The importance of e-payments - 16:30 Understanding the processing fees - 17:56 E-payments are not created equal - 18:46 The whole billing cycle - 21:00 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Scott Clasen https://www.timesolv.com/ scott.clasen@timesolv.com Connect with Niki Black niki@mycase.com https://www.mycase.com/ 

Jared talked with Jerry Levine of ContractPodAi about contract lifecycle management. ContractPodAi helps your team to do more, and do it better, in less time. They will help unify your organization with complete contract lifecycle management, from a library of contract templates simplified for any user to a fully integrated electronic signature. Highlights Contract management software - 1:09 Doing it for 15 years - 2:15 A product for legal technology - 2:31 Trying to figure out how to solve a problem - 5:03 Making a discovery - 6:47 A day of discovery - 7:30 What does contract lifecycle management means - 8:22 The three stages of the process - 11:09 Benefits if you’re a firm - 17:57 Working better by adopting technology - 20:53 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jerry Levine jerry.levine@contractpodai.com https://contractpodai.com/ 

Jared interviewed several vendors on the topic of document management software in the legal space. Highlights Presenting the guests’ of today’s episode - 2:03 A word processing tool - 4:00 One of Jared’s favorite subjects and how it works - 5:17 Personalizing the document - 6:26 About document assembly - 7:56 What's the Portable Document Format (PDF) - 8:37 PDF as a tool - 9:39 The security benefits of using PDFs - 10:19 Combining reporting and management systems - 11:39 The notion of a system of records - 12:53 The best document management system tip - 16:36 Using document management tools - 18:05 Episode Resources https://www.filevine.com/ https://www.mycase.com/ https://www.foxitsoftware.com/ https://www.pathagoras.com/ Cain Elliott cainelliott@filevine.com Roy Lasris info@pathagaros.com Niki Black niki@mycase.com Mike Bigelow mike_bigelow@foxitsoftware.com Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal 

Jared interviewed three vendors on the features of law practice management software. They explain the software and why it’s important. Highlights Technology conversations direct to lawyers - 0:40 Law practice management software - 2:21 Rohit’s insights about law practice management software - 3:43 Collaboration is essential - 4:41 Joshua’s insights about becoming “centralized” - 5:58 Migration and onboarding are two different things - 7:34 Learning the tool and how to maximize the tool - 8:40 A point of inflection for legal - 11:11 Clients do not want to go back to the “old way” - 14:15 Using a cloud-based software - 15:32 What happens when you have everything in the cloud - 17:51 About VPN - 18:38 How to contact Cain, Joshua or Rohit - 20:05 The best productivity hack - 20:44 Zapier as an excellent integration software - 23:22 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, Joshua Lenon, and Rohit Parekh Cain Elliott cain@filevine.com   Joshua Lenon joshua@clio.com  Rohit Parekh rohit@matter365.com 

Law firms that are more efficient make more money. Host, Jared Correia, focuses on how technology can benefit your bottom line. This podcast is for the luddite-leaning lawyer that has been ignoring technology and is ready to learn the legal technology tools and interview software executives to help your firm.