Adventures In Legal Tech

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 

Jared Correia spoke with a consultant about how + why law firms resist changes to technology, and how they can overcome those. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:50 Lawyers’ mindset on technology adoption 07:01 How emotional resistance change plays into the difficulty of technology adoption in law firms 10:49 Difficulty of adopting technology for lawyers 15:02 Motives and incentives for different roles within a law firm when introducing new technology 19:12 The notion of readiness for change model for tech adoption 21:36 Necessary resources for an effective system implementation  24:24 The 'readiness for change' model and its application in assessing the law firm's preparedness for tech adoption 27:25 The medical industry where patient experience was enhanced through the implementation of a comprehensive tech system 29:12 The convenience brought by patient-centered tech in medical settings and client experience in legal settings   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Susan Letterman White https://www.lettermanwhite.com/ https://www.linkedin.com/in/susan-letterman-white-3084398 

Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform 09:04 Using technology as a law student 13:18 Integrating Clio to other tools and platforms 19:36 Finding the right way to organize information for the law firm  24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms 25:31 Wishes for Family Law software to allow saving data directly within the system 26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents 27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a 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 Cynthia Runge https://www.peridotfamilylaw.com/ https://www.linkedin.com/in/cynthia-runge-b16b5b7 

Jared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:06 How technology in law firms can be neglected for years leading to a steep learning curve when eventually attempting an update 10:31 Dealing with the results of demos 16:03 Introducing technology to a law firm with people of all ages 17:28 Software chosen for time and billing in the law firm, Clio, and the adjustments required by the firm for its successful implementation 21:35 The need to take a break from her work as a lawyer due to her treatment 23:41 Decision to start a new law practice and her goal to incorporate more technology into her work to improve efficiency 25:09 Choosing Dan Williams and how they both have similar interests and experiences, including their respective battles with cancer 28:51 The necessity of designating a decision maker when disagreements arise and shares that Dan has more experience and knowledge in the area of technology   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Shawn Scott http://scottwilliamslaw.com/ https://www.hallscottlaw.com/  

Jared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:05 Steve’s backstory of surviving a plane crash 09:50 Are most lawyers billable by hour? 13:07 The importance of optimizing existing relationships and connections for business growth 14:29 Using technology to manage appointments and schedules and to maintain professional networks 18:21 The significance of learning and understanding technology that helps in conducting business more efficiently and effectively 19:27 The convenience of automated reminders for upcoming meetings 23:17 How CRM helps improve the efficiency of networking, client management, and building relationships 27:20 Using workflow or project management software like Asana or Monday for effective team communication and management   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Steve Fretzin https://www.fretzin.com/ https://www.linkedin.com/in/stevefretzin 

Jared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases 04:49 The importance of using technology consistently and in a standardized way in order to gather accurate data 05:30 Importance of celebrating project milestones or 'wins' and finding champions within your organization 09:22 Using custom reports as solutions when building requirements for the organization 11:40 How to be adaptable in response to organizational changes and unforeseen challenges 14:03 Determining project success metrics 17:07 Incorporating the practice of defining success metrics into the project plan 18:54 The evolution of in-house industry and small failures as part of the process of implementing technologies and operational changes 19:26 Using and analyzing data effectively during the process of change   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Ashlyn Donohue https://linksquares.com/ https://www.linkedin.com/in/ashlyn-donohue-098aa31b 

Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase productivity 13:07 Technology concerns that some lawyers have 18:43 Finding a drafting software that works for your specific needs in estate planning 23:25 CRM tool that has a comprehensive dashboard for customer management 24:42 The importance of automation in legal processes, while making it feel less robotic and more like an engaging experience 28:42 Inclination towards reducing the technology stack but still employing helpful integrations 29:28 The importance of ease of use and familiarity for clients in choosing tools   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Kerri Koen https://www.koenlaw.com/  

Jared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:30 Chris Largay’s practice and how it has evolved over time 08:15 Balancing law practice with other business ventures 15:03 Understanding that mistakes can arise when working with clients 18:53 Importance of hiring an independent expert  21:20 How the technology question get resolved differently in a rural practice 24:02 Overcoming barriers to adopting cloud technology due to unstable internet connection in rural regions 30:37 Importance of saying "no" to things that do not contribute to personal and professional growth   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 Largay http://www.largarylaw.com/ https://www.largaylaw.com/about/llo-attorneys/christopher-r-largay-esq/ https://www.linkedin.com/in/christopher-largay-962a787