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Adventures In Legal Tech

Latest episodes

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Jun 18, 2024 • 36min

Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp

I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more! Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance of team dynamics and mentorship 14:10 - Discussing firm logistics and financial planning 15:49 - Trust and transparency in partnership decisions 18:22 - Marketing strategies - referrals and client trust 23:40 - Combining firm’s technologies and choosing common software 26:10 - Customizing Filevine software 27:53 - Challenges in implementing new technology 30:57 - Use of AI for preparing depositions and medical chronologies 33:14 - AI tools integrated in trial preparation 34:22 - Reporting and tracking key metrics in the firm 36:55 - Importance of delegation to focus on core strengths   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 Robert Welcenbach and Michael Karp robert@welcenbachlaw.com mdk@karplawfirm.com https://trialwi.com/ https://www.filevine.com/ https://openai.com/chatgpt/   https://otter.ai/   https://www.notion.so/   https://www.litsoftware.com/transcriptpad   https://www.litsoftware.com/trialpad   https://acrobat.adobe.com/us/en/   https://evermap.com/   https://ramp.com/  
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Jun 12, 2024 • 31min

Outsourcing Staff for Law Firms with Carlin Phillips and Andrew Garcia

I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload. Episode Highlights 04:32 - Discussion on Portuguese heritage and culture. 06:45 - Background of Garcia’s and Philips’; families. 10:07 - Shift to discussing legal topics. 10:22 - Introduction to outsourcing in a high-end litigation context. 11:04 - Explanation of the Law Clerk platform. 11:59 - Hits and misses using outsourced platforms. 14:48 - Example of a successful outsourced project. 20:00 - Discussing deadlines and issues with outsourced work. 22:36 - Potential pitfalls and challenges of outsourcing, including time zone differences. 24:49 - Impact of high-quality contractors leaving platforms. 25:45 - Debate on AI versus human contractors. 27:47 - Importance of law school interns and long-term benefits. 28:38 - The value of physical teams vs. remote contractors. 30:22 - Co-counseling as an alternative to scaling. 31:47 - Avoiding scale but leveraging varied talents. 32:52 - Discussion on using outsourcing to punch above firm weight. 35:30 - Summarizing benefits and challenges of outsourcing.   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 Carlin Phillips and Andrew Garcia cphillips@phillipsgarcia.com agarcia@phillipsgarcia.com https://www.phillipsgarcialaw.com/ https://southcoastestateplanning.com/  
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May 31, 2024 • 29min

The Value Proposition of Remote Work for Law Firms with Brett Trembly

I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel. Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed Up. 14:47 - Impact of the COVID-19 pandemic on remote work adoption. 17:24 - Offshore vs. US-based talent comparison. 21:15 - Addressing technology concerns in remote staffing with virtual desktops. 24:54 - Importance of cloud-based software for remote staffing. 26:18 - Discussion on AI adoption in law firms. 28:01 - Pricing and cost savings associated with offshoring staff. 29:54 - Importance and impact of offering employment in Latin America. 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 Brett Trembly brett@getstaffedup.com http://getstaffedup.com/abovethelaw/ https://www.linkedin.com/in/bretttrembly/  
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May 30, 2024 • 40min

Trust the Process: How to Build & Manage Workflows in Law Firms with Joyce Brafford

For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford. Episode Highlights 12:57 - Importance of legal project management. 18:32 -  Key components of effective workflows. 26:40 - Understanding variance in project management. 29:50 - Budgeting costs for project management. 35:15 - The necessity of follow-ups in workflows. 37:59 - Risk reduction through workflows. 40:02 - Ethical competencies in legal technology.   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 http://comsolex.com/ https://www.profitsolv.com/  
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May 28, 2024 • 32min

How to Increase Your Law Firm's Visibility Online with Melissa Levine-Piro

I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media. Episode Highlights 07:30 - Starting a law firm in an underrepresented area. 09:50 - Husband and wife’s early law firm days. 13:40 - Transition to focusing on management and branding. 15:05 - The significance of rebranding to Hera Law Group. 17:30 - Involvement of the managing partner in strategic decisions. 19:20 - Utilizing TikTok for legal marketing. 21:40 - Social media presence and its impact on team bonding. 24:30 - Use of various social media platforms. 28:10 - The role of chamber of commerce and bar association membership in networking. 30:00 - Marketing strategy emphasizing community involvement. 35:00 - The importance of client management software. 37:45 - Legal marketing within ethical boundaries. 41:00 - Use of hardware and branded products for marketing. 44:45 - Combining personal and professional social media content. 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 Melissa Levine-Piro mpiro@heralawgroup.com   www.heralawgroup.com www.instagram.com/heralawgroup www.x.com/HeraLawGroup www.facebook.com/HeraLawGroupMA/ www.tiktok.com/@heralawgroup www.youtube.com/channel/UC3LzjlO5VvYkKorIu_OXrQQ www.linkedin.com/in/melissa-levine-piro-esq-4a30353/ www.linkedin.com/company/heralawgroup/ 
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May 24, 2024 • 33min

How to Run a Mid-Sized Law Firm Like a Boss with An Ruda

I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work! Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoiding being a number four at Bartko LLP. 09:31 - Inclusivity policy—embracing diverse talents that fit Barco LLP. 13:39 - The importance of genuine investment in people over superficial diversity measures. 17:10 - Ruda’s advice to young lawyers: avoid imposter syndrome. 18:50 - Developing resilience through “mother bird” analogy in training and development. 22:19 - Insights on the importance of hiring skilled non-lawyers for specific roles in law firms. 28:19 - Adoption of transparent metrics to drive firm performance. 34:56 - Ruda’s clear stance on the profit motive of the business and its communication. 39:56 - Strategic move of purchasing a building and creating multi-use spaces. 44:00 - Innovative approaches to generate additional revenue streams beyond traditional billing. 48:01 - Exploration of investing in legal tech and trial services to stay competitive.   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 An Ruda aruda@bartkolaw.com https://bartkolaw.com/  
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May 23, 2024 • 31min

What Great Legal Technology Can Do for Law Firm with TJ Fraser and Olivia Mockel

I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it. Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 - TJ on Knowledge Management Issues 32:45 - Integrating AI in ZenCase 35:57 - Olivia on Daily AI Use 39:05 - Raj’s AI Contributions to ZenCase 42:38 - Olivia’s Checklist for Switching Case Management Systems 46:15 - Importance of Future-Proof Solutions 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 TJ Fraser and Olivia Mockel tj@zencase.com olivia@zencase.com https://zencase.com/  
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May 10, 2024 • 36min

The Future of Legal Documents with Cain Elliott and John Rizner

I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond. Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI tools for optimized legal work. 11:08 - Discussion of word processing tools and the potential move beyond Microsoft Word in legal drafting. 13:14 - The excitement around AI agents and the implications for legal tech systems. 20:38 - The value of drafting assembly technology across various practice areas, beyond corporate counsel. 22:37 - The issue of AI-generated hallucinations and fake cases in legal research. 26:51 - How AI can enhance lawyer creativity and reduce unnecessary complexity in legal documents. 28:48 - The potential for AI to fade into the background as a discussion topic and instead focus on improving legal drafting quality. 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 Cain Elliott and John Rizner https://www.filevine.com/ 
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May 8, 2024 • 40min

How to Merge Solo Practices with Amy Davis and Kate Franke

Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm. Episode Highlights 27:58 - Difficulties merging technology and case management systems. 32:53 - Bridging the gender gap in personal injury law. 35:47 - Emphasizing mentorship and creating a supportive environment for women lawyers. 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 Amy Davis and Kate Franke https://www.broadwinglegal.com/  
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May 3, 2024 • 26min

Social Media Marketing Strategies for Lawyers with Sarah Parker

I talked with an immigration attorney about how she uses social media to market her law practice, especially video. Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Social Media Content Marketing 08:44 - Authenticity in Video Marketing 09:35 - Content Repurposing Decisions 10:55 - Selecting Social Media Platforms 13:25 - Addressing Non-Legal Topics to Engage Audience 14:17 - Content Creation: Software and Tools 15:50 - Getting Comfortable on Video 16:51 - Drawing Inspiration from Non-Lawyer Content Creators 18:52 - Starting a Law Firm: Focus on Marketing 21:16 - Naming a Law Firm: Choosing a Brand Name 23:09 - The Inspirational Source Behind "Hope Immigration Law"   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 Sarah Parker https://www.youtube.com/channel/UCEibnj6P2clXCekpHFrcU3A https://www.hopeimmigrationlaw.com/ sarah@hopeimmigrationlaw.com  

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