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Overcoming Tech Resistance in a Law Firm with Kerri Koen
Manage episode 377876212 series 2891970
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/
115 episodes
Manage episode 377876212 series 2891970
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/
115 episodes
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