Adventures In Legal Tech

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 

I talked with a Google product expert about the best methods for maximizing a Google Business Profile for law firms. Episode Highlights 04:59 What a Google Business Profile is and why it’s important 08:05 Google Business Profile versus other AI features 09:13 How to optimize your Google Business Profile 11:41 Getting Google reviews and the best practices for getting them 17:09 Handling and contesting negative business reviews 20:56 What effective gatekeeping is 23:38 The usage of AI-generated images in commercial use 24:48 Priorities and tips for Google Business Profiles management this year Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Devin Harper devin.harper@niftymarketing.com https://niftymarketing.com/ https://www.linkedin.com/in/devinharper 

For the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant. [SPONSORED by Rocket Matter] Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The reasons why time keeping is important for law firms 11:02 Time tracking best practices 12:59 Passive timekeeping and the benefits it offers for attorneys and law firms 15:16 What Rocket Matter Track is 18:13 The future of software and the importance of utilizing technology for passive timekeeping to improve effectiveness and efficiency in the legal sector 21:19 How technology can automate tasks and make alternate billing methods profitable for law firms 22:05 The influence and future prediction of AI 26:35 Other time tracking tools in the ProfitSolv family   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joyce Brafford joyce.brafford@profitsolv.com https://cmgconsultants.com/ https://www.profitsolv.com/ https://www.rocketmatter.com/ https://www.timesolv.com/ https://www.cosmolex.com/ https://www.linkedin.com/in/joyce-brafford Connect with Laura Kennedy https://cmgconsultants.com https://cmgconsultants.com/team/laura-kennedy/ https://www.linkedin.com/in/laura-kennedy-18b41022 

I talked to a law firm business broker about how law practices get bought and sold. Episode Highlights 03:05 How Jeremy got into the business of selling law firms and the growing trend of acquisitions and transactions in small law firms 09:01 Solutions for attorneys who find themselves in a situation where they're losing business due to lack of digital presence 11:24 Several options that lawyers with issues on digital presence practice 15:22 Example of an attorney who benefited greatly from joining a larger firm and how her book of business was leveraged 16:44 The three primary things that you need to update to build your digital presence 19:56 Synergy value and its importance to growing firms 23:19 Benefits of building out a technology platform in a firm 23:50 How using CRM can provide data that can be beneficial when presenting to potential buyers 25:48 Processes and workflows that law firms and lawyers should keep in mind Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jeremy Poock https://www.seniorattorneymatch.com/ https://www.linkedin.com/in/jeremypoock https://www.youtube.com/channel/UClehhEdK8USY6tWi9Mi__ng  

Jared spoke with an economist about the technology he uses in his business (including some legaltech!), how he works with law firms, and what tips he has for them. Episode Highlights 02:41 Nick's profession as a forensic economist and his roles in various court cases 04:22 The nature of forensic economics as a historical analysis of data 05:15 How Nick's proficiency in Excel and how he uses it in his workflow. 07:38 Using case management software (Clio) for billing purposes in his business 10:00 Other technologies Nick uses in his business 13:00 AI image generation and how Nick uses it for his webinars 14:40 The image generation process works using different AI tools 16:44 How Nick uses ChatGPT, a generative AI tool, for coding automations 19:30 How ChatGPT can help non-coders to automate tedious tasks Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Nick Briscoe https://www.briscoeeconomics.com/ https://fmworldcup.com/excel-esports/microsoft-excel-world-championship/  

Jared spoke with an expert in the space about the latest technology updates for legal research & writing. Episode Highlights 05:03 The fundraising stage for Brief Catch and the challenges faced 07:32 Plans about using AI in Brief Catch 08:23 Predictions about the future of the legal research and writing technology space 13:27 The potential of custom GPTs in law firms 18:22 Role of AI in reshaping the legal profession 19:44 Grading concerns in law schools because of AI usage 20:53 Recent case where 5th circuit court mandated the disclosure of AI use 21:17 Eagerness of judges to explore and use legal tech products.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Ross Guberman https://briefcatch.com/ https://www.legalwritingpro.com/bio/ 

Jared spoke with a vice president at a case management software company about how niche tools may be the wave of the future, plus AI! Episode Highlights 05:20 The evolution and prospects of case management software for different practice areas 09:08 How lawyers should approach AI in their work 13:25 Misuse of the term 'AI' in legal tech 14:42 Potential mergers and consolidations in legal tech 20:14 Blade Runner 2049 and the similarities of its 'smart robots' to emerging AI technology like chatbots 23:06 The level of feasibility of the 'ceasefire on marketing' concept 24:11 Advice for attorneys looking for case management software   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Chad Sands https://www.cloudlex.com/  

Jared talked with an experienced legaltech software executive about the latest trends in the space. Episode Highlights 03:22 Chris’ first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI in legal practice, particularly in relation to privacy concerns 18:55 How the younger generations that grew up with computers and technology are now becoming decision-makers in law firms 22:10 How regulating trust accounting across the US legal profession could reduce consumer complaints 26:26 Blockchain technology and whether it's still relevant 27:32 The potential future of blockchain 28:49 FTs being a fad   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Chris Stock chris.stock@chrisstock.us https://shiftsixos.com/ https://www.clio.com/ 

Jared talked with a solo attorney about how he onboards and manages technology. Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and newsletter frequency 24:56 Effectiveness of Levitate as a marketing tool in improving client communication and brand visibility 25:53 The necessity and cost of legal research software like Westlaw or Lexis 27:45 The importance of learning how to use legal research tools effectively 28:01 The value of the online library resources available through the Texas State Bar   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Bud Glavy https://www.glavylaw.com/ https://www.linkedin.com/in/bernard-bud-glavy-a0913b71 

Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms. Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of her coaching and mentoring business 22:13 How she uses AI tools to plan out a daily schedule 25:09 Calendly and Acuity as efficient scheduling tools for lawyers 25:50 The importance of planning and timing of content distribution    Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dani Whitestone https://www.linkedin.com/in/daniwhitestone/ https://www.linkedin.com/posts/daniwhitestone_here-are-the-marketing-resources-mentioned-activity-7130370216848449536-94gd/?utm_source=share&utm_medium=member_desktop https://www.customindustrialservices.com/