Technically Legal is a legal tech podcast exploring how technology is transforming the legal landscape. Each episode features insightful interviews with legal innovators, tech pioneers, and forward-thinking educators who are leading this change. Our guests share their experiences and insights on how technology is reshaping legal operations, revolutionizing law firm practice, and driving the growth of innovative legal tech companies. We also explore the broader implication of technology on ev ...
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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Best of 2024: Investing in Legal Tech and the Ingredients of a Successful Start-Up (Zach Posner, The LegalTech Fund)
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What does it take to build a successful legal tech startup? In this Best of 2024 episode, we revisit our conversation with Zach Posner, co-founder of the LegalTech Fund, an investment fund focused on supporting innovative legal technology companies. Zach’s unique perspective on legal tech investing is rooted in his broad experience, including build…
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046. Improving Legal Workflows without New Technology
33:24
33:24
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I walk you through the specific steps my client took to optimize their workflow, improve their client experience, and ultimately achieve remarkable results by embracing Kanban without implementing new software. Whether you're a solo practitioner or part of a larger organization, you'll learn valuable insights and actionable strategies to implement …
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Best of 2024: Using Agile Project Management to Streamline Legal Workflows (John Grant, The Agile Attorney)
49:00
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49:00
In one of the most popular episodes of 2024, John Grant talks about how legal teams can adopt Agile and Kanban project management methodologies to optimize workflows, correct bottlenecks and increase client satisfaction. John is a lawyer and the founder of The Agile Attorney consultancy. As John explains, the traditional project management method i…
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045. Agile Access to Justice, Leveraging Process Improvement to Serve the Underserved
39:18
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There are people all over the US who find themselves in legal binds, but are unable to get the legal help they need. As we enter this season of giving, this episode is here to highlight an Access to Justice success story that I've been fortunate enough to be a part of, albeit one that is still very much in its early chapters. I’m sharing this to sp…
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044. Kanban Made Easy: A Lawyer's Guide to Visual Task Management
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When you’re buried in work, your to-do list is flowing off the page, and you’re feeling totally overwhelmed in your day-to-day activities, I invite you to hit play on this episode. I go old school, describing how to build a very simple Kanban board on your wall, a whiteboard, or any simple Kanban system. Discover how using even the most basic Kanba…
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Beyond Billable Hours: Flatiron's Conrad Everhard on a Fixed-Fee and Tech Based Approach to M&A
36:42
36:42
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Conrad Everhard, founder of Flatiron Law Group discusses his career trajectory from Georgetown University to becoming a partner at Big Law firms Jones Day and Brian Cave. He explains why he left BigLaw to found Flatiron Law Group, to provide a more cost effective and efficient way to offer legal services to clients involved in mergers and acquisiti…
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043. The Right Way to Incentivize Your Team
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One of the biggest challenges law firms face when moving away from hourly billing and towards incorporating flat fees is motivating your team in a way that actually supports the new business model. Tune in this week as I challenge the conventional wisdom around using billable hours as a key performance metric, even for firms that bill by the hour. …
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042. Ditch Effective Hourly Rates: How to Calculate Matter-Level Profit
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Do you know the most profitable parts of your law practice? If you're like most lawyers, the answer is probably no. But without a clear understanding of matter-level profitability, you could be making costly decisions about where to invest your limited time and resources. In this episode, I explain why the traditional approach of using effective ho…
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An Inside Look at How Atlassian Uses Its Own Tools to Power Legal Workflows and Encourages Thoughtful Adoption of AI (Stan Shepard, General Counsel)
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This episode features Stan Shepard, General Counsel of Atlassian, a leading provider of team productivity and collaboration software. Stan discusses his unique career journey from a finance journalist to the current GC of Atlassian. He shares valuable insights into how Atlassian's legal department leverages the company's productivity software produ…
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041. How to Transition From Hourly Billing To Flat Fees, One Phase at a Time
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Transitioning away from the billable hour can feel daunting, but it doesn't have to be an all-or-nothing proposition. By taking an iterative, milestone-based approach to your matters, you can begin to identify which phases of work are ripe for flat fee billing, helping you increase your firm’s profitability. As I share more insights and takeaways f…
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040. Legal Workflow Management and Matter Management Are Not the Same Thing
25:34
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Are you familiar with Clio's Kanban-inspired feature, Clio Matter Stages? It’s been around for a while now, but as a Kanban enthusiast, I was eager to check it out at this year's Clio Cloud Conference. While it's certainly a step in the right direction and an interesting tool for Clio users, how does it measure up when it comes to implementing some…
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100-Day Dispute Resolution: New Era ADR is Changing the Game (Rich Lee, CEO)
31:56
31:56
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New Era ADR CEO Rich Lee makes a return appearance to Technically Legal to talk about the company’s cutting-edge platform revolutionizing dispute resolution. Rich first came on the podcast in 2021 right as the company launched. Rich discusses the company's mission to provide a faster, more efficient, and cost-effective alternative to traditional li…
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039. Productive With Dollar Signs, with Clarke Ching
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41:50
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I’m a massive fan of Bottleneck Theory. This is the idea that you can make massive improvements to your legal workflows by finding and focusing on just one part of your overall system: the bottleneck. In this episode, I’m super excited to bring you an interview with The Bottleneck Guy himself, Clarke Ching. Tune in this week to explore where the bo…
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038. Delivering Effective Feedback to Legal Teams
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26:50
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Have you ever struggled with giving tough feedback to your team members? Do you find yourself resorting to the criticism sandwich approach, hoping to soften the blow by sandwiching negative comments between compliments? Tune in this week to discover why the criticism sandwich doesn’t work. I also discuss the importance of setting clear quality stan…
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Transforming Mobile Device Forensics: A Conversation with ModeOne CEO Matthew Rasmussen
32:58
32:58
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This episode features Matthew Rasmussen, Founder and CEO of ModeOne, which is an app that provides targeted smart phone data discovery. Matt discusses his journey from a psych major waiting tables to landing a job in eDiscovery in its earliest days-- a job that ultimately helped him land jobs in BigLaw for multiple firms running their litigation te…
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037. Putting the ‘Flow’ Back into Workflow
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27:12
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Something I see with my lawyer clients is that they have so many different things on their plate that each piece of work looks like an object, like a static thing that we need to deal with, as opposed to a dynamic part of a bigger process. When you are overloaded, that is totally natural. But this phenomenon points to the importance of seeing work …
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036. What To Do When I’m the Bottleneck with Melissa Shanahan and Ben Hudson
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57:28
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Adding capacity to your law practice, whether through hiring new team members, outsourcing work, or using AI to help you with certain tasks does not always add up to overall workflow improvement. This can be really frustrating for law firm owners because you’ve spent time and money on these solutions, only for the work to continue getting stuck in …
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From Law Firm to Legal Tech Entrepreneur: Why ClaimData’s Jason Heinze Gave Up Legal Practice to Create an App
26:56
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Jason Heinze originally wanted to be an architect but got into disability law after taking over his father in law’s practice. To establish his client’s disability claims, he would have them manually enter daily notes into a pain journal, but he often had difficulty getting clients to consistently maintain the journals because they might forget and …
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035. Two Heads Are Better: How Coworking Sessions Can Improve Law Firm Efficiency
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Have you ever felt like certain tasks in your law practice are taking longer than they should? What if I told you that sometimes the key to efficiency is slowing down and working together? This is where a concept from the software development world called "paired programming" can help you create better outcomes in your legal practice. Tune in this …
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034. Short-Term Efficiency Can Hurt Long-Term Goals
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One common anti-pattern I run into in working with lawyers and law practices is people who are constantly looking for little efficiencies to try to improve particular parts of their practice or their legal workflow. But sometimes, finding those short-term efficiencies, even if they work in the short term, can actually cut against the long-term prod…
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From Bail Hearings to Blockchain Believer and Advocate: DeFi Education Fund’s Amanda Tuminelli (CLO)
36:00
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Amanda Tuminelli, Chief Legal Officer for the DeFI Education Fund, visits the podcast to discuss her role with the organization and its objectives. (What is DeFi? It is shorthand for Decentralized Finance and the backbone of DeFi is blockchain technology and smart contracts.) The DeFi Education Fund is a nonpartisan research and advocacy group work…
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As professionals, it's easy to jump to conclusions about what clients need based on our experience and the patterns we see emerging. But in making these assumptions, are we missing a critical opportunity to truly connect with them by not taking the time to understand their individual motivations and worries? Tune in this week as I explore why givin…
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032. Organize Your Law Practice for Business Success with Michael Clarke
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As law practice owners, we can gain valuable insights by looking outside of the legal industry. Today, I'm excited to bring you an interview with Michael Clarke. Michael is the co-owner of the financial advisory firm Protection Point Advisors and co-author of the book A Firm Worth Building: Running a Better Professional Business. Tune in this week …
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AffiniPay's Evolution: From Payment Platform to Practice Management Software and Beyond (Dru Armstrong, CEO)
43:02
43:02
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AffiniPay is historically a fintech company with a big presence in legal. Their flagship product is LawPay used by law firms to bill clients and accept payments. Dru joined the company in 2021 and right around that time, the company ventured beyond the world of payment software and acquired MyCase, which is law practice management software used by …
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031. Tech Improvement Should Be Step 3. Don’t Skip Steps 1 & 2.
25:42
25:42
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Are you a struggling solo attorney trying to get more clients in the door? Before you turn to an expensive technology solution, it's important to take a step back and fully understand the nature of the problem you're trying to solve in your law practice. I'm all for utilizing tech, but it's dangerous to imbue technology with too many magical proper…
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030. From Solo to CEO: Lessons in Building a People-First Law Firm with Justie Nicol
44:21
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Do you feel like you're stuck on the hamster wheel of your law practice, constantly working on being more productive as an individual, but never getting ahead? It's time to explore how shifting your mindset from individual excellence to team excellence can help you break free and build a thriving, sustainable firm. Tune in this week to discover cri…
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Connecting Main Street to Wall Street: How Data Driven Financial Regulation and Emerging Tech Like Crypto Can Help Bridge the Gap (Lucas Moskowitz - GC, Robinhood)
36:20
36:20
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A conversation with Lucas Moskowitz, General Counsel for financial services company Robinhood. Launched in 2013, Robinhood’s stated mission is to "democratize finance for all" by making it easy for investors to start investing with a few bucks rather than having to be a high roller. Key to this effort is the fact that Robinhood offers commission-fr…
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Engaging your team around process improvement is a vital part of successfully implementing changes in the way you work in your law practice. When everyone is on the same page, working toward the same goals while you empower each member of your team to demonstrate leadership in their field of expertise, process improvement becomes an easier proposit…
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028. 3 Signs Your Law Practice Is Over Capacity
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Are you struggling to keep up with your law practice workload, like there's never enough time to get everything done? You may be operating at or over your practice's ideal effective capacity, meaning just one or two small tasks added to your team's workload could potentially grind everything to a halt. In this episode, you'll discover the three key…
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AI's Impact on Patent Law: Faster Searches, Smarter Analysis, Better Client Outcomes (Matthew Veale, PatSnap)
22:22
22:22
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A conversation with Matthew Veale, a European Patent Attorney and UPC Representative at PatSnap, an app that provides users with a comprehensive and user-friendly platform to conduct patent searches. Matthew discusses his experiences from work as an attorney in private practice and a stint at the UK Patent Office before joining PatSnap. Matthew wil…
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027. The Advantages of a First-In, First-Out Policy
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A common piece of conventional wisdom around how law firms prioritize their work is that they should organize everything around deadlines and due dates. While deadline-driven prioritization does have a place, it's my experience that there's a better technique that law firms should be adopting as their default prioritization method: first-in first-o…
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Why is the concept of "start with what you do now" crucial for creating meaningful and durable change in your law practice? This principle helps you understand your current processes and the people involved in them, recognizing why you are where you are, so you can make more informed decisions about how to move forward. Tune in this week for a dive…
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Revolutionizing Dispute Resolution: AAA's Acquisition of ODR.com & The Future of AI-Powered Arbitration
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This episode involves two people with very distinguished careers. Bridget M. McCormack who now heads the American Arbitration Association (AAA) and Colin Rule, the founder of ODR.com just acquired by The AAA. Bridget has served in just about every role you can in the legal industry. She started her legal career in legal aid and as a public defender…
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025. Following Your Law Firm Strategic Plan with Melissa Shanahan
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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Innovation as a Team Sport: The Importance of Collaboration in Legal Teams (Dr. Heidi Gardner - Harvard Law / School of Business) (REPLAY)
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Dr. Heidi Gardner of the Harvard Business and Law Schools joins the podcast to talk about about latest book Smarter Collaboration and the importance of collaboration in legal teams and in all organizations generally. Smarter Collaboration is Dr. Gardner’s second book and a follow up to Smart Collaboration: How Professionals and Their Firms Succeed …
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024. Sticking with Change When Change Gets Hard
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Visualizing your work on a Kanban Board can be a life-changing improvement to your and your team's overall productivity. But adopting the board as a tool and the Kanban method more broadly can be a little uncomfortable at first, especially when you see all of your to-dos laid out in one place. So, how do you stick with change, like using a Kanban B…
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The lawyer shortage is a complex issue with multiple factors at play, but the impacts are becoming apparent everywhere, from the public defender crisis to the civil access to justice gap, to the fierce competition for hiring and retaining mid-career associates. But what are the roots of this lawyer shortage? Tune in this week to discover what I bel…
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