I talked with some experts in the space about how to leverage eDiscovery software in law practice. Highlights Who are the guests for today? - 1:20 What’s the best or worst Halloween costume they’ve worn or seen someone wear? - 2:28 With the improvements made to the different software, how easy is it to use eDiscover software? - 5:39 How does an eDiscovery software help a firm or a lawyer in managing issues? - 9:53 Should law firms start looking at data retention? - 15:42 The role of proportional...
Sep 30, 2022•38 min•Ep. 46
For a law firm to be more efficient in handling client information, can CRMs do the job? If you're looking for CRM software that can help your law firm get more efficient, this episode is for you. Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should ...
Sep 23, 2022•26 min•Ep. 45
I talked with experts in the field about utilizing time, billing & payments software in the law firm environment. Highlights Who are the guests for today’s episode? - 1:23 Ice breaker: What their favorite and not-so-favorite shows are. - 2:52 What their thoughts are on law firms starting to build their own payment system? - 7:07 How important it is to build a system to streamline billing for the law practice to use the software. - 15:26 How to make time tracking easier. - 23:28 How lawyers c...
Aug 23, 2022•40 min•Ep. 44
For today’s episode, I spoke with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur about contract management and the risk management systems, and the best practices for lawyers and law firms. Highlights Who are the guests for today’s episode? - 1:25 The icebreaker: What scary animal encounter they’ve had? - 3:23 What risks are involved in the risk management and contract management spaces? - 9:40 How do you build processes and how do you implement them? - 17:56 How can you construct...
Aug 02, 2022•41 min•Ep. 43
I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms. Highlights What their favorite television productions are and why people should be watching them. - 2:48 What MyCase: What to expect and what it means for the industry. - 5:12 With the acquisitions happening in the legal space, how do they stay on top of what’s happening with the companies? - 7:03 What should you follow in terms of styling and formatting? - 9:56 Where...
Jul 18, 2022•30 min•Ep. 42
I interviewed several vendor reps about the features and latest developments in law practice management software. Highlights Who are today’s guests? - 1:15 Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41 What is happening in the world of legal tech? - 5:51 What a lawyer should do during an acquisition? - 7:10 What does acquisition mean for attorneys? - 8:38 What are companies doing to make migration from software to software easier for lawyers? What sh...
Jul 12, 2022•42 min•Ep. 41
I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams. Highlights Are Australian children’s television as amazing as it seems to those living in Australia? - 3:36 What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20 Is it cheaper to go with a cloud tool than a legacy? - 7:31 Can you combine legal matters and spending management? How will it affect the software that the legal team...
May 02, 2022•25 min•Ep. 40
I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools. Highlights Who is Brooke Lively? The place she enjoys the most. - 4:02 What Key Performance Indicator is and what does it have to do with law firms? - 5:01 The importance of knowing your firm’s Key Performance Indicators. - 6:11 Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40 What law firms should be lo...
Apr 29, 2022•30 min•Ep. 39
I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice. Highlights David’s approach of using Zoom backgrounds for conferences. - 2:30 What access to justice is. - 4:12 Experimenting with limited scope representations. - 7:27 To what extent do for-profit companies solve the problem? - 11:39 Views on document assembly and outworks, and access to justice issues. - 13:15 Improvements are being made to e-filing and access to justice. - 16:19 Wh...
Apr 28, 2022•24 min•Ep. 38
I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments. Highlights Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43 The benefits of e-discovery software for lawyers. - 4:15 The trends in e-discovery that law firms should be aware of. - 6:58 Should a smaller firm utilize a different software? - 8:14 The trends in the software product. - 10:34 The table stakes for me: The baseline features and things t...
Apr 26, 2022•23 min•Ep. 37
I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices. Highlights March Madness: What happened to the NCAA tournament? - 3:05 What are the practical effects on operations of law firms focusing more on customer experience? - 5:21 Why is it important for law firms to have a dedicated CRM? - 6:46 Now that everything on cloud, what tools should or could be integrated with a ...
Apr 11, 2022•36 min•Ep. 36
Jared welcomes Ernie Svenson for today's episode. Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method. Tune in to learn more about how automation works...
Apr 06, 2022•26 min•Ep. 35
Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode. Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success. After law school, he worked fo...
Apr 04, 2022•29 min•Ep. 34
For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC. Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more. Currently serving as...
Mar 23, 2022•25 min•Ep. 33
What’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice? For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management i...
Mar 18, 2022•28 min•Ep. 32
Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time? For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and r...
Mar 11, 2022•24 min•Ep. 31
With the advent of technology, will law firms move forward despite the pandemic? Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives. In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle som...
Mar 04, 2022•18 min•Ep. 30
How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones? In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition. Highlights ...
Feb 18, 2022•21 min•Ep. 29
In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm. Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future...
Feb 11, 2022•27 min•Ep. 28
What’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as we...
Jan 28, 2022•35 min•Ep. 27
It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson & Wilson. Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the s...
Jan 27, 2022•25 min•Ep. 26
What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement? For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering ...
Jan 13, 2022•23 min•Ep. 25
Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams. Highlights What is the latest in the legal space? - 1:00 Value of leveraging software for managing matters - 4:40 Value Proposition Software on matter management of in-house legal teams - 6:15 How can software manage and control legal spending? - 7:42 Benchmarking legal insights - 10:45 How can we show value to the business? - 12:45 The help of software inside the le...
Dec 08, 2021•28 min•Ep. 24
More law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data. But why are there still law firms that are not switching to eDiscovery software? Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa ...
Nov 30, 2021•31 min•Ep. 23
Do law firms need to upgrade their tools and software? What’s the best option to use? Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at. Highlights Who today’s guests are. - 1:19 The appropriate ...
Nov 10, 2021•39 min•Ep. 22
Artificial intelligence or AI is proven to improve communication, sales, and customer service for different industries. It can ensure cybersecurity defense, improve data gathering analysis, and even engage employees and customers. Can it also improve the processes in the legal world? Jared welcomes Nick Whitehouse of Onit to talk about AI and how it can help improve legal firms. Nick answers several questions surrounding Artificial Intelligence and how it can give a competitive edge to a law fir...
Nov 04, 2021•28 min•Ep. 21
Privacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others. Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery. What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. ...
Oct 28, 2021•29 min•Ep. 20
Accuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use? In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the altern...
Oct 14, 2021•32 min•Ep. 19
Legal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions. Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’r...
Oct 11, 2021•30 min•Ep. 18
Contracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen. Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes. Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can h...
Sep 30, 2021•37 min•Ep. 17
