Adventures In Legal Tech

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  

Jared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads. Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a discussion of its developing role in digitally marketing law firms 17:46 The importance of law firms needing to take an active role in setting their marketing vision 18:32 How to make a law firm's website as compelling as possible 26:17 Why you should have compassionate and efficient intake staff 29:01 Technology requirement for successful law firms   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joe Giovannoli https://9sail.com/ https://www.linkedin.com/in/joergiovannoli  

Jared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved. Episode Highlights 04:31 Reasons why a law partner might consider moving firms 07:50 Challenges arising from conflicts of interest at a firm 10:39 Situations where entire teams or practice groups might move firms 14:29 How a recruiter helps law partners understand their business numbers to better present themselves to potential firms 18:11 How firms that are hiring typically share information publicly 23:22 Investigation into the efficacy of other social media platforms for career development in the legal field 27:23  How changing legal technology can impact law partners making a move   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Anna Sanders https://voylegal.com/  

Jared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm. Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 The need for law firms to understand their technology and have a minimum, consistent level of expectation based on their size and the content of the information they handle 19:04 What you need to look for when evaluating your cyber security providers  21:36  The need for robust vendor contracts, particularly around ensuring vendors meet minimum standards for privacy and data security. 26:15  The need for internal data security measures, such as limiting access to confidential information to those within the firm who need it 28:34  Firms should consider cyber insurance in light of the increasing number of data breaches and associated lawsuits against law firms.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Daniel Erskine https://erskine-law.com/ https://projxserv.com/