Going Back to Basics: Strengthening Your Firm's Foundations with Joyce Brafford

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 law firms should be looking at
11:57 Questions that firms should be asking to address their legal tech concerns
17:54 The modern financial management products' features such as transparency and dashboard population
18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie
20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools.
23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market
25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content
31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing
32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content
33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Joyce Brafford
• https://www.profitsolv.com/
• https://www.rocketmatter.com/
• https://www.timesolv.com/
• https://www.cosmolex.com/
• https://www.lawruler.com/
• https://www.linkedin.com/in/joyce-brafford