Adventures In Legal Tech

We explored the viability of contract lifecycle management software in the legal space, including AI features and integrations. Episode Highlights 18:00 - Expansion beyond legal teams. 24:00 - AI’s role in contract management. 30:00 - Automatic redlining feature. 36:00 - Importance of integration. 49:00 - Generative AI’s potential and limits. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kristin Riviello http://cobblestonesoftware.com/ https://www.linkedin.com/in/kristin-riviello  

For the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 10:41 - Challenges Lawyers Face with Money. 12:00 - Importance of Fee Schedules for Lawyers. 14:30 - Engagement Agreements as Client Relationships. 19:52 - Need for Passive Timekeeping. 27:40 - Technology Platforms for Law Firms. 31:43 - Effective Use of Software for Lawyers. 37:11 - Comprehensive Marketing Plans for Legal Practice. 40:36 - CRM’s Role in Legal Marketing. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford joyce.brafford@profitsolv.com https://www.profitsolv.com/ https://www.timesolv.com/ 

I talked with an expert in the space about how to utilize and implement AI to use more effectively generate and manage law firm documents. Episode Highlights 10:55 - AI-related skills for lawyers. 13:30 - Importance of prompt building. 16:15 - Comparison to Lexis and Westlaw innovations. 19:45 - Necessity of AI usage policies in law firms. 24:05 - Security protocols for AI use in law firms. 28:00 - Client-driven demand for AI. 32:15 - AI’s potential impact on legal professionals’ workload and efficiency. 36:50 - Document management systems’ role in AI integration. 38:00 - Benefits of a metadata-enriched environment. 43:20 - Workflow automation for repetitive tasks. 46:00 - Positive outcomes from AI adoption in legal fields. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Jennifer Poon https://www.netdocuments.com/ https://www.linkedin.com/in/jennifer-poon-4638392a/  

I spoke with legendary solo & small firm lawyer advocate Carolyn Elefant, about how solo practice has changed, how attorneys should be using AI & how ethics rules may be holding them back + the impact of women-owned law firms in the legal ecosystem. Episode Highlights 13:08 - Discussion on the complexities and training required for energy regulatory work. 14:11 - Evolution and challenges of running a solo practice in the energy sector. 19:32 - Reflection on how starting a firm provided control and flexibility, especially for women. 26:20 - Innovations brought by solo and small firm practices through technology. 28:10 - Elevated importance of entrepreneurial skills in legal practice. 30:45 - The impact of women-owned firms on the legal ecosystem and work culture. 35:00 - Advocacy for better models in law practice to support women in leadership roles. 39:46 - Legal tech revolution: Professionalization of solo and small firms through technology. 41:59 - Role of AI in enhancing legal work efficiency and managing tasks. 45:39 - Practical barriers preventing lawyers from adopting AI tools. 48:33 - Discussion on current bar rules around AI ethics and the limitations they impose. 53:10 - Future outlook: Increased handling of marginal cases and higher quality services through AI. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Carolyn Elefant https://lawofficesofcarolynelefant.com/ https://myshingle.com/ 

For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!) [SPONSORED BY COSMOLEX] Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pick: Oklahoma octopus legend. 13:10 - Jared’s clue for software trouble: frustration triggers. 13:52 - Reason for frustration: pricey, slow, ineffective software. 16:20 - Role of consultants in smooth transitions. 20:40 - Indicators for needing new software. 23:15 - Consulting specialists ease transitions. 25:39 - Importance of testing and transparency in software rollout. 31:30 - Unified firm involvement for better buy-in. 38:39 - Relevant software integrations matter.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and Donna Brown joyce.brafford@profitsolv.com dbrown@beyondsquareone.com https://www.profitsolv.com/ https://www.cosmolex.com/ http://beyondsquareone.com/  

I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence. Episode Highlights 09:36 - Impact of AI on Google Ads. 14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire Interactive. 40:14 - Importance of Proper Conversion Tracking on Google Ads. 57:00 - Setting Up Effective Landing Pages for Higher Conversion Rates. 1:15:00 - Overview of Automated Campaigns and AI in Google Ads. 1:33:40 - Potential Ethical Violations with AI-Generated Ad Copies.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Desire’e Martinelli https://esquireinteractive.com/  

I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better. Episode Highlights 09:40 - Starting a law practice right out of law school. 13:13 - Importance of mentorship and professional organizations for solo practitioners. 14:52 - Experimenting with legal tech: Practice management software. 17:20 - The importance of choosing the right practice management software. 21:36 - Direct vs. indirect software integrations. 26:14 - Benefits of owning office space vs. leasing. 28:50 - Marketing strategies for a new law practice. 34:39 - Leveraging Google Reviews for law practice growth. 37:47 - Collaboration with a marketing agency.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Manny Gonzalez e@gonzalezlegaloffice.com https://gonzalezlegaloffice.com/ https://www.mycase.com/ https://www.docketwise.com/ https://www.lawpay.com/ https://www.startingoutsolo.com/  

For the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.) [SPONSORED BY ROCKETMATTER] Episode Highlights 32:00 - Modern payment systems for law firms. 33:40 - Discussion on accepting cash and challenges associated with it. 35:30 - Taking payments by check and associated security risks. 39:00 - Benefits of ACH (Automated Clearing House) payments for law firms. 41:30 - Credit vs. Debit card payments - understanding fee dynamics. 45:00 - Concept of Integrated Payment Solutions. 50:00 - Real-life example of payment inconvenience affecting business. 54:30 - Importance of PCI (Payment Card Industry) compliance. 57:45 - Ethics of accepting cryptocurrency payments in legal practice. 1:05:30 - Automation in payment processes - setting up alerts and payment plans. 1:08:30 - Benefits of integrated reporting systems in legal practice management. 1:12:00 - The significance of maintaining and updating a law firm’s website.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and TJ Kerr joyce.brafford@profitsolv.com tj.kerr@profitsolv.com https://www.profitsolv.com/ https://www.rocketmatter.com/  

I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so. Episode Highlights 03:35 - Rachael shares lesser-known tourist tips for Washington D.C. 05:55 - Best D.C. monument views from the Post Office Pavilion. 10:20 - Rachael’s strategy to avoid Above the Law during Summer Associate events. 13:00 - Rachael’s founder story - from recruiting to professional development. 15:50 - Creating software during the pandemic for handling feedback in law firms. 26:35 - Overview of professional development tech tools and companies. 30:19 - Addressing generational communication challenges in law firms.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Rachael Bosch https://fringepd.com/ https://start.florecruit.com/ https://www.hotshotlegal.com/ https://praktio.com/ https://www.skillburst.com/ https://www.altaclaro.com/ https://getcandorly.com/

Travis Richards, managing attorney, shares his journey from farming to law, the impact of the pandemic on landlord-tenant law, challenges of new eviction filing requirements, benefits of custom technology solutions for law practices, and the future of AI in the legal profession.