Adventures In Legal Tech

Jennifer Sherman from Caret Legal discusses legal tech trends in the mid-market, including automation for lawyers, upskilling staff, and transitioning to true partnerships. The importance of using technology to avoid burnout and enhance productivity is highlighted, along with the impact on a firm's reputation and client-first approach.

I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 What law firms should do if you’re forwarding leads to them 18:30 The implication of reselling leads, emphasizing that those are assets of the law firms not the vendors 19:12 Bidding on the law firm's brand in a pay-per-click campaign 21:18 The economics of branded and non-branded queries, raising concern over agencies conflating these two different concepts 29:13 The issue of sharing data with competitors, even indirectly, through digital marketing agencies that work with similarly situated firms in the same locality 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 Conrad Saam conrad@mockingbirdmarketing.com https://mockingbird.marketing/ https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/  

I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and Enterprise Relationship Management and the need for automation in contact capture 17:04 The involvement of AI 19:24 Successful data management in a top law firm, utilizing multiple data stewards 21:34 Various types of data and their roles maintained by data stewards 23:40 The difficulties in getting law firms to utilize technology effectively 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 Chris Fritsch https://clientsfirstconsulting.com/ https://www.linkedin.com/in/chrisfritsch 

The podcast delves into building a technology forward law firm with insights on client journeys, instantaneous responses, integrating software, automating case management, and optimizing marketing. The speakers discuss enhancing intake processes, data capture, metrics, and analyzing data for business success.

I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharing her experiences starting with basic Microsoft technology and eventually upgrading and becoming more robust over time 16:25  Adopting drafting software for her legal practice and her concerns about the security of her clients' information 16:43 How she started to use drafting software 18:26 Her struggles with bookkeeping and accounting for her firm 21:24 The benefits of Lawmatics including document sharing, client intake data, and delivering more affordable legal services 22:20 Staff flexibility in her firm and how she wants her team to maintain a work-life balance 25:06 How she maintains running her business, volunteering in community activities, and having a family 28:28 Using her Apple watch to manage and monitor her stress levels 29:51 The challenges and frustrations that can come with using technology in her practice   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 Erin McBee www.lawofficeoferinmcbee.com https://www.facebook.com/McBeeLaw/ 

I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a conference 10:30 Tips for engaging with speakers 13:53 What happens once you’re at the conference? 16:41 The importance of business cards and making the most use of them 21:36 Janet’s bonus tip: BYON 25:21 The importance of publishing views and articles 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 Janet Falk janet@janetlfalk.com https://janetlfalk.com/ https://www.womenownedlaw.org/  

Law firm consultant Rachel Edwards discusses the checklist for selecting legal tech software, challenges of software integration, managing tech budget, and optimizing software usage. Also, explores benefits of using general business platforms like Adobe Acrobat and task management tools in legal work.

For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie 20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools. 23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market 25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content 31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing 32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content 33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play   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.profitsolv.com/ https://www.rocketmatter.com/ https://www.timesolv.com/ https://www.cosmolex.com/ https://www.lawruler.com/ https://www.linkedin.com/in/joyce-brafford  

Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using different social channels for business intelligence, such as subscriptions to industry newsletters and following relevant companies on LinkedIn 21:40 The power of Twitter as a real-time source of breaking news and its role in modern media consumption habits 24:22 The importance of recognizing industry experts and sharing useful, summarized knowledge on platforms like LinkedIn 25:36 Privacy and the importance of in-depth research 28:21 Customer Relationship Management (CRM) use in firms and the lack of effective use especially in small and mid-sized firms 31:30 Artificial intelligence (AI) and its implications for the legal industry - both at a firm level and for individual 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 Betsy Munnell www.linkedin.com/in/ehmunnelllawyercareercoach/ http://ehmunnell.com/  

Jared talked with a law practice management consultant about her best technology tips. Episode Highlights 05:16 Legal technology and law practice management software 05:54 Reasons law firms should start using law practice management software 07:23 How some law firms keep everything organized 08:55 Different integrations for case management software 13:13 Tips for data security and encryption 15:28 Why CRMs are important for law firms 16:50 Integrating CRM with practice management software to eliminate data duplication 19:05 The increasing number of firms entering the market for data backup solutions 21:04 Remedies for lawyers and legal professionals to avoid burnout and maintain work-life balance, including taking frequent micro breaks and doing exercises or activities   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Laura Keeler http://lclma.org/ https://www.linkedin.com/in/laura-keeler-97879a8