We explored the viability of contract lifecycle management software in the legal space, including AI features and integrations. Episode Highlights 18:00 - Expansion beyond legal teams. 24:00 - AI’s role in contract management. 30:00 - Automatic redlining feature. 36:00 - Importance of integration. 49:00 - Generative AI’s potential and limits. Episo…

For the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively. [SPONSORED BY ROCKETMATTER] Episode Highlights 15:41 - Introdu…

I talked with an immigration attorney who executed a plan to grow her law firm from a solo practice. Episode Highlights 01:08 - Revamping an immigration law firm. 03:39 - Favorite cold-weather drinks. 06:06 - Transition from nonprofit to for-profit law. 07:52 - The influence of “the patriarchy” in career decisions. 10:33 - Challenges of constructin…

For the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 10:41 - Challenges Lawyers Face with Money. 12:00 - Importance of Fee Schedul…

I talked with an expert in the space about how to utilize and implement AI to use more effectively generate and manage law firm documents. Episode Highlights 10:55 - AI-related skills for lawyers. 13:30 - Importance of prompt building. 16:15 - Comparison to Lexis and Westlaw innovations. 19:45 - Necessity of AI usage policies in law firms. 24:05 - …

I spoke with legendary solo & small firm lawyer advocate Carolyn Elefant, about how solo practice has changed, how attorneys should be using AI & how ethics rules may be holding them back + the impact of women-owned law firms in the legal ecosystem. Episode Highlights 13:08 - Discussion on the complexities and training required for energy regulator…

For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!) [SPONSORED BY COSMOLEX] Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pic…

I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence. Episode Highlights 09:36 - Impact of AI on Google Ads. 14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire Interactive. 40:14 - Importance of Proper Conversion Tracking …

I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better. Episode Highlights 09:40 - Starting a law practice right out of law school. 13:13 - Importance of mentorship and professional organizations for solo practitioners. 14:52 - Experimenting with legal tech: Pr…

For the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.) [SPONSORED BY ROCKETMATTER] Episode Highlights 32:00 - Modern payment systems for law firms. 33:40 - Discussion …

I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so. Episode Highlights 03:35 - Rachael shares lesser-known tourist tips for Washington D.C. 05:55 - Best D.C. monument views from the Post Office Pavilion. 10:20 - Rach…

I talked with managing attorney at the largest eviction law firm in New Jersey, about how he implemented processes into his business, and even built his own software. Episode Highlights 05:28 - Transition from farming and a trailer park to law. 09:16 - Introduction to legal systems: Work smarter, not harder. 12:01 - Transition to landlord-tenant la…

I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic. Episode Highlights 01:07 - Lawyers’ relationship with technology. 01:40 - Focus on solo law practice. 02:16 - Setting the stage for non-pitch discussions. 02:35 - Intro to guest and unique dog breed. 04:41 - Emotionally supportive dog and busy lifestyle. 09…

I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish. Episode Highlights 08:40 - Transition from haunting to e-discovery. 09:18 - Reasons law firms seek e-discovery vendors. 11:59 - Types of data encountered in e-discovery. 13:40 - Importance of maintaining data integrity in collections. 15:06 - Expl…

I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss! Episode Highlights 05:15 - Favorite international city: Elba Island. 09:23 - Moving to Wyoming and shaping a small town practice. 11:28 - Starting a law firm with ski defense. 13:45 - Federal cou…

For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mytholo…

I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too! Episode Highlights 08:04 - Founding Cherry Tree Legal – Brendan’s journey from solo practice to partnership. 10:15 - Initiating Change – The spontaneous move to start a new firm. 17:51 - Overcoming Fear – Br…

I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future. Episode Highlights 11:00 - Key Uses and Benefits of Voice Technology for Lawyers 18:10 - Cloud-Based Platforms for Remote Working 19:50 - Speech Recognition: From Dragon to Microsoft Integration 23:40 - Handling S…

I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more! Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance…

I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload. Episode Highlights 04:32 - Discussion on Portuguese heritage and culture. 06:45 - Background of Garcia’s and Philips’; families. 10:07 - Shift to discussing legal topics. 10:22 - Introduction to outsourcing in a high-end litigation …

I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel. Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed …

For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford. Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding…

I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media. Episode Highlights 07:30 - Starting a law firm in an underrepresented area. 09:50 - Husband and wife’s early law firm days. 13:40 - Transition to focusing on management and branding. 15:05 - The significance of rebranding to Hera Law …

I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work! Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoidin…

I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it. Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 -…

I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond. Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI …

Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injur…

I talked with an immigration attorney about how she uses social media to market her law practice, especially video. Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Soc…

I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner. Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote…

I talked with a small town lawyer about how he built + maintains his law practice. Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisit…

For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fee…

I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice. Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to tr…

I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Jo…

I spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18…

I spoke with a tech advisor about everything there is to know about building websites. Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectat…

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't. Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to autom…

Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely. Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, le…

I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 W…

I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and En…

For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and ho…

I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharin…

I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a con…

I spoke with a law firm consultant about how to select the best hardware and software for law firms. Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessm…

For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that …

Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on h…

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…

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 pra…

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 rea…

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 dig…

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 …