Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp

I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!

Episode Highlights
04:58 - Michael and Rob’s decision to partner
06:00 - First trial success story
09:49 - Strategy of focusing on trial cases and high-value settlements
12:04 - Importance of team dynamics and mentorship
14:10 - Discussing firm logistics and financial planning
15:49 - Trust and transparency in partnership decisions
18:22 - Marketing strategies - referrals and client trust
23:40 - Combining firm’s technologies and choosing common software
26:10 - Customizing Filevine software
27:53 - Challenges in implementing new technology
30:57 - Use of AI for preparing depositions and medical chronologies
33:14 - AI tools integrated in trial preparation
34:22 - Reporting and tracking key metrics in the firm
36:55 - Importance of delegation to focus on core strengths

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 Robert Welcenbach and Michael Karp
• robert@welcenbachlaw.com
• mdk@karplawfirm.com
• https://trialwi.com/
• https://www.filevine.com/
• https://openai.com/chatgpt/  
• https://otter.ai/  
• https://www.notion.so/  
• https://www.litsoftware.com/transcriptpad  
• https://www.litsoftware.com/trialpad  
• https://acrobat.adobe.com/us/en/  
• https://evermap.com/  
• https://ramp.com/