Jared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:06 How technology in law firms can be neglected for years leading to a steep learning curve when eventually attempting an update 10:31 Dealing with the results of demos 16:03 Introducing technology to a law firm with people o...
Sep 28, 2023•32 min•Ep. 76
Jared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:05 Steve’s backstory of surviving a plane crash 09:50 Are most lawyers billable by hour? 13:07 The importance of optimizing ...
Sep 27, 2023•31 min•Ep. 75
Jared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases 04:49 The importance of using technology consistently and in a standardized way in order to gather accurate data 05:30 Importance of celebrating project milestones or...
Sep 26, 2023•23 min•Ep. 74
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 C...
Sep 25, 2023•31 min•Ep. 73
Jared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:30 Chris Largay’s practice and how it has evolved over time 08:15 Balancing law practice with other business ventures 15:03 Understanding that mistakes can arise when working with clients 18:53 Importance of hiring an independent expert 21:20 How the technology question get resolved differ...
Sep 20, 2023•34 min•Ep. 72
Jared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads. Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a discussion of its developing role in digitally marketing law firms 17:46 The importance of law firms needing to take an active role in setting their ma...
Sep 15, 2023•32 min•Ep. 71
Jared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved. Episode Highlights 04:31 Reasons why a law partner might consider moving firms 07:50 Challenges arising from conflicts of interest at a firm 10:39 Situations where entire teams or practice groups might move firms 14:29 How a recruiter helps law partners understand their business numbers to better present themselves to potential firms 18:11 How firms that are...
Sep 07, 2023•31 min•Ep. 70
Jared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm. Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 The need for law firms to understand their technology and have a minimum, consistent level of expectation based on their size and the content of the inf...
Sep 04, 2023•35 min•Ep. 69
Jared Correia spoke with Megan Sheehan, a law firm owner, about how she modernized a traditional family law practice. Episode Highlights 01:56 The history of Sheehan Associates, including its origins in Lexington, Massachusetts 09:27 The first major transition to tech within the firm by introducing a new billing system 15:41 Importance of gradual introduction of new technologies and why they're being implemented. 18:41 Using Calendly for scheduling and handling client intakes, engagement letters...
Aug 30, 2023•37 min•Ep. 68
Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools. Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07...
Aug 24, 2023•33 min•Ep. 67
Jared Correia spoke with Patrick Carver, a digital marketing expert, about law firm websites and related technology. Episode Highlights 04:35 Delving into high performing websites for search and its importance for businesses 10:01 Effect of brand names for law firms in terms of search and competition 19:20 Importance of practice area pages on a law firm's website for both Google's analysis and for potential clients 21:07 Patrick talks about the system being developed to push leads directly into ...
Aug 14, 2023•32 min•Ep. 66
Jared Correia talked with Christopher Earley who runs an efficient practice + brand using technology tools. Episode Highlights 02:15 What Christopher’s new show is all about 06:04 The importance of efficiency and productivity in his law firm 06:39 The role of data, CRM, and Lead Docket in their firm’s operations 09:34 Utilizing the usage of Lead Docket 12:10 The importance of client portals in enhancing the client experience 13:38 Using Podium to improve 16:20 Involving their staff in making imp...
Aug 08, 2023•30 min•Ep. 65
Jared Correia talked to experts in the space about law practice management software + its value to law firms. Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation 17:03 How case management software has been impacted by the shift to virtual or...
Jul 28, 2023•31 min•Ep. 64
Jared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the challenges around secure document sharing, the importance of integrating seamless learning experiences into daily workflow, and utilizing features specif...
Jul 24, 2023•29 min•Ep. 63
Jared Correia interviews Megan Zavieh, a legal ethics attorney, to talk about responsible AI use, managing technology's impact on mental health, and evaluating legal software. She emphasizes the importance of lawyers understanding and verifying AI-generated outputs, and not overly depending on the technology. To maintain mental health, she suggests taking breaks, meditating or participating in non-work activities to avoid burnout. Additionally, lawyers should ethically set communication boundari...
May 31, 2023•33 min•Ep. 62
Jared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for better collaboration, document sharing, and security. The conversation highlights the need for software vendors to support customers and users to effect...
May 29, 2023•23 min•Ep. 61
For today’s episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-based software systems for efficient reporting and data tracking. Cathedral Capital assists law firms in setting up systems and determining data to mon...
May 16, 2023•27 min•Ep. 60
For today’s episode, Jared welcomes legal tech expert Peggy Gruenke who discusses the advantages of using cloud-based accounting systems like QuickBooks Online and integrating them with Law Practice Management software. She highlights the importance of maintaining accurate data and the need for training law firms and bookkeepers to use these systems effectively. Peggy emphasizes the focus on financial management, tracking revenue and expenses, and monitoring KPIs such as billing and collections ...
May 12, 2023•31 min•Ep. 59
For today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her approach to marketing her practice, which combines both traditional and modern methods and using her presence in social media to help educate people on imm...
Mar 13, 2023•31 min•Ep. 58
For today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even the role of technology and AI. Mark highlights the importance of keeping clients informed, but also warned against the potential risks of giving away co...
Feb 27, 2023•31 min•Ep. 57
For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs a...
Feb 10, 2023•25 min•Ep. 56
For today’s episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importance of mergers and acquisitions in the field and advised attorneys and law firms to stay aware of changes such as non-lawyer-owned law firms. Episode Hi...
Feb 06, 2023•36 min•Ep. 55
Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice. Episode Highlights Why Jared started a law practice and how he did it. - 2:58 Investing in Technology for a law firm. - 5:27 Integrating Pipedrive with Filevine for an improved Intake process. - 8:03 Starting...
Jan 27, 2023•29 min•Ep. 54
Today we spoke with Tim Del Castillo of the Castle Law: California Employment Counsel about building a successful employment law practice. He discussed the importance of using technology to streamline processes, staying up to date on legal developments, and keeping in touch with clients. He also highlighted the need for lawyers to use networking and content marketing tactics to help promote their firm. Episode Highlights How Tim got into the practice of employment law. - 4:01 Going from being a ...
Jan 13, 2023•27 min•Ep. 53
Josh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space. Josh is the CEO of his law firm and has a law degree, but does not work in legal production. His responsibilities as CEO are to come up with a vision for the firm, a str...
Dec 23, 2022•29 min•Ep. 52
In this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer. John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm. In the conversation, John describes how his experience working at the Four Seasons Hotel influenced his decision to start his own law firm. He explains that he saw how the ho...
Dec 16, 2022•30 min•Ep. 51
In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers. Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also ta...
Dec 09, 2022•37 min•Ep. 50
I talked with two experts in the space about matter & legal spend management software for law firms and legal departments. Highlights Who are the guests for today? - 1:27 Cranberry sauce: Yay or nay? - 2:22 The benefits of using matter and legal spend management software. - 6:48 How to implement the tool. - 12:20 Managing change management. - 14:25 Defining roles and responsibilities for people affiliated with the software to maximize the tools they’re using. - 16:53 Using alternative legal ...
Nov 30, 2022•37 min•Ep. 49
I talked with Jessica Youngs about how she built a remote law firm before it was cool. Highlights Who is the guest today? - 01:21 Jessica’s favorite Halloween candy. - 3:37 The types of clients that she typically works with. - 4:57 Making the decision to launch a practice and creating a remote business before a lot of people did. 7:12 How she was able to make a connection with tech companies. - 9:32 Technologies that can be useful for remote work. - 13:16 How Jessica maintains relationships with...
Nov 12, 2022•22 min•Ep. 48
I talked with Rob Stote, an expert in the space of legal & matter spend management software. Highlights What is Rob’s favorite fall flavoring agent? - 2:09 The differences between manner management versus law practice management. - 3:05 How can you surface digestible data for lawyers? - 5:34 It’s all about revenue: How to build tighter funnels for revenue and identify potential leakage or breakage? - 8:48 The new non-lawyers or business professionals that most firms are bringing in. - 14:52 ...
Oct 14, 2022•28 min•Ep. 47
