Adventures In Legal Tech

Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances. Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser. Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj’s favorite personal financial apps   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Niraj Chhabra niraj.chhabra@sidebaradvisors.com https://sidebaradvisors.com/  

Jared talked with an expert witness, who discussed the logistics of testifying - virtually. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert testimony via Zoom 10:23 Her experiences with different virtual platforms for her testimonies 15:49 Advantages of giving testimonies online 17:35 The isolating experience and downsides of giving testimony virtually 20:03 The future of giving expert testimony 22:15 Use of artificial intelligence to generate questions for expert witnesses during trials 25:52 The non-testifying consulting role of an expert, advising and educating attorneys about the scientific aspects of the case   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Allison Muller https://acrimullerconsulting.com/ https://www.linkedin.com/in/acrimullerconsulting 

Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as a source of automation rather than just a part of it 24:43 How advances in software can impact compensation structures within firms 26:39 The importance of tracing payments back to the originating attorney or timekeeper for accurate performance and compensation conversations   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Michael Anderson michael@filevine.com https://www.filevine.com/ https://www.linkedin.com/in/michael-anderson-374299163 

Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score  21:47 Tips on how law firms can create powerful Google ads 22:24 How emotion-based ad content can generate stronger responses and lead to higher click rates, which improve the quality score 23:06 Leveraging keywords to trigger the display of your ads 23:45 The most specific type, exact match, ensures that Google only shows your ad when someone uses your exact keyword in their search Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jeff Lantz https://esquireinteractive.com/ https://esquireinteractive.com/google-ads-set-up-videos/ https://www.linkedin.com/in/jefflantzesq 

Jared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:16 The concept of a digital nomad.  06:27 Visa process and recommendations for countries to consider for a digital nomad lifestyle 08:10 Favorite spots and experiences as a digital nomad 10:52 Is it difficult to handle clients with different time zones? 14:11 Essential equipment and services for a digital nomad lifestyle, with focus on using a VPN 15:55 Megan’s use of virtual office backgrounds 18:20 Communication tools like Loom and Marco Polo for asynchronous video chats 19:43 The utilization of Videoask internally and externally, including workflows for clients seeking consultation 22:04 Use of Slack for internal team management and client communication 23:49 Utilizing a virtual mailbox and designated addresses 25:55 Using Acuity for automating check-ins and booking sessions with clients   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Megan Hargroder https://conversationsdigital.com/ https://www.linkedin.com/in/heyitsmegan 

Jared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates! The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:02 Dave's background as an English major  06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal life 14:18 The tools he uses in his practice 17:48 Possible futuristic operation based on the sci-fi classic 'The Man with Two Brains' 20:02 Using AI to offload information and optimize capacity in legal practice 22:10 Review of progression of AI and its potential implications in replacing job roles 25:02 The potential application of AI in answering discovery-related tasks in litigation 27:56 The premise of the book 'Lean Law Firm' Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dave Maxfield https://consumerlawsc.com/ https://leanlawteam.mykajabi.com/  

Jared Correia talked with a copywriter for law firms about the validity of AI for generating content. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 11:53 Where AI can help you 16:38 How AI plays a massive role in streamlining business processes similar to how they are used for automating technology 20:52 AI limiting strategic decisions 22:21 How creativity still fundamentally depends on humans regardless of the AI use 23:09 The need for lawyers to think out of the box as original ideas are highly valued in the marketing space and social media   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Adam Kosloff   https://virtuosocontent.com/ https://www.linkedin.com/in/adam-kosloff-2346623/ 

Jared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The importance of using law practice management software 10:34 Intake: Focusing on reducing friction in the intake process 12:17 The concept of creating a client journey as part of the intake process 18:48 The importance of usability and adoption of technology and software in law firms 22:21 The most utilized document for automation to understand and appreciate its benefits 27:29 Advantage of an integrated payment processing system within a law firm's practice 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 Erik Mazzone https://www.erikmazzone.com/ https://www.linkedin.com/in/erikmazzone  

Jared Correia spoke with a marketing consultant about how attorneys can utilize AI in marketing their law practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:51 How Melissa utilizes AI in her everyday life 11:00 Importance of cautious approach when using AI discussed 17:06 Melissa’s method of giving instructions to AI for creating a blog article  20:30 Articles by different attorneys focusing on AI not having the ability to claim copyright 23:32 Changes taking place in the writers guild and media publications around using AI for content 24:36 Various ways she has utilized AI in her work, including generating titles, LinkedIn posts, descriptions, and more   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Melissa Rogozinski https://www.risingphoenix.guru/ https://www.linkedin.com/in/melissarogozinski 

Jared Correia talked with a legal software expert about the best tips for time tracking, invoicing and billing. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 07:22 The usefulness of investing in passive timekeeping 11:13 The importance of data analysis in legal practice 13:14 Critical financial reports that lawyers should look at 16:14 Why you should collect crucial information 19:50 How they can get invoices out within a click using efficient timekeeping and an integrated payment processor 21:51 Benefits of integrated payment processing and rapid funding for faster payment with less workload for the bookkeeper 26:47 Different payment options for attorneys   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 https://www.profitsolv.com/ https://www.rocketmatter.com/ https://www.cosmolex.com/ https://www.linkedin.com/in/joyce-brafford