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Overcoming Tech Resistance in a Law Firm with Kerri Koen

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Manage episode 377876212 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

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115 episodes

Artwork
iconShare
 
Manage episode 377876212 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

115 episodes

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