Adventures In Legal Tech

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.

I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic. Episode Highlights 01:07 - Lawyers’ relationship with technology. 01:40 - Focus on solo law practice. 02:16 - Setting the stage for non-pitch discussions. 02:35 - Intro to guest and unique dog breed. 04:41 - Emotionally supportive dog and busy lifestyle. 09:56 - Transition from busy trial practice to ADR. 13:14 - Switching practice approach influenced by life and job changes. 18:15 - Moving IT and practice management to the cloud. 22:44 - Redesigning the website for better client interaction. 24:19 - Personal branding with logos. 25:29 - Implementation of MacBooks to enhance mobility. 27:39 - Choice of Quicken for bookkeeping from anywhere. 29:06 - Future projects including writing and a new 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 Valerie Botter https://www.botterlaw.com/  

I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish. Episode Highlights 08:40 - Transition from haunting to e-discovery. 09:18 - Reasons law firms seek e-discovery vendors. 11:59 - Types of data encountered in e-discovery. 13:40 - Importance of maintaining data integrity in collections. 15:06 - Explanation of metadata and its significance. 18:28 - Common pitfalls in e-discovery processes. 20:38 - Explanation of EDRM (Electronic Discovery Reference Model). 25:05 - Processing and reviewing large data sets. 29:19 - Use of Technology Assisted Review (TAR). 32:00 - Continuous Active Learning in e-discovery. 40:20 - Future of AI in e-discovery. 45:00 - Effective internal operations for e-discovery partnerships.   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 Shree Sharma https://x.com/cincinnatizoo  

I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss! Episode Highlights 05:15 - Favorite international city: Elba Island. 09:23 - Moving to Wyoming and shaping a small town practice. 11:28 - Starting a law firm with ski defense. 13:45 - Federal court practice in Yellowstone. 18:15 - Marijuana charges in Yellowstone. 25:00 - Transitioning to personal injury and civil litigation. 29:00 - Using Microsoft Dynamics for law firm management. 32:59 - Challenges with Microsoft Dynamics and tech integration. 39:30 - Technology investments and evolving strategies. 44:35 - Boundless Life: Digital nomad family program. 47:44 - Running law firm operations from abroad. 54:10 - Business ventures beyond legal practice. 59:30 - Entrepreneurial decisions and idea evaluation.   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 Alex Freeburg http://tetonattorney.com https://www.boundless.life/ http://startinwyoming.com/  

For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mythology. 10:39 - Definition and history of AI. 12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware. 14:48 - Importance of understanding AI limitations and biases. 19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI. 28:32 - AI hallucinations and the Matta case from New York. 33:36 - Vetting AI tools and importance of legal-specific solutions. 36:20 - Overview of ProfitSolv’s AI features in Rocket 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 https://www.timesolv.com/ http://profitsolv.com https://www.lawnext.com/wp-content/uploads/2024/06/Joint-Formal-Opinion-2024-200.pdf https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html