Laura Moorer, the Law Librarian for the DC Court of Appeals, brings over two decades of experience in legal research, including nearly 14 years with the Public Defender Service for DC. In this conversation, Laura shares her top three tips for crafting precise prompts when using generative AI, emphasizing clarity, specificity, and structure. She also offers insights on how traditional legal research methods—like those used with LexisNexis and Westlaw—can enhance AI-driven inquiries. Finally, Laura offers practical strategies for utilizing generative AI to help lawyers identify and locate physical legal resources, thereby bridging the gap between digital tools and tangible materials. Join Laura and me as we discuss the following three questions and more! What are your top three tips when it comes to precise prompt engineering, your generative AI inquiries? What are your top three tips or tricks when it comes to using old-school prompts like those from the days of LexisNexis and Westlaw in your generative AI inquiries? What are your top three tips or tricks using generative AI to help lawyers pinpoint actual physical resources? In our conversation, we cover the following: [00:40] Laura's Current Tech Setup [03:27] Top 3 Tips for Crafting Precise Prompts in Generative AI [13:44] Bringing Old-School Legal Research Tactics to Generative AI Prompting [20:42] Using Generative AI to Help Lawyers Locate Physical Legal Resources [24:38] Contact Information Resources: Connect with Laura: LinkedIn: linkedin.com/in/laura-moorer Email: lmoorer@dcappeals.gov Instagram: instagram.com/dccalibby/ Mentioned in the episode: Libby Visits the DC Courts 🔗 https://perma.cc/HXA9-NR8B is an archive of http://intranet.gov/attachment/782039870000/1800539/Libby%20visits%20the%20DC%20Courts%20Story%20BookRS.pdf?type=1 from Wednesday 02, July 2025 Software & Cloud Services mentioned in the conversation: AT&T Internet: att.com/internet/ Bloomberg Law: pro.bloomberglaw.com/ Fastcase: fastcase.com/ Internet Archive: archive.org/ LexisNexis: lexisnexis.com/en-us Spectrum Internet: spectrum.com/internet vLex: vlex.com/ Westlaw: legal.thomsonreuters.com/en/westlaw WorldCat: worldcat.org/
In this episode, Chris Dralla, co-founder & CEO of TypeLaw, shares his journey from the legal profession to developing the AI-powered platform that assists with court brief formatting and compliance. He discusses the platform's features, including citation checking, table of contents creation, and dynamic editing. Chris explains how TypeLaw helps save lawyers 20-40 hours per brief by handling technical aspects and ensuring compliance with local court rules. This allows lawyers to focus on more meaning tasks. He also emphasizes the platform's security measures, compatibility with multiple document formats, and adaptability to evolving legal requirements. Additionally, Chris touches on customer support and the future of digital legal documentation. Join Chris and me as we discuss the following three questions and more! What are the top three key benefits of using TypeLaw's brief editing features, and how does it compare to traditional word processing software for legal documents? What are the top three security concerns lawyers should consider when using a product like TypeLaw? How does TypeLaw ensure compliance with local court rules across different jurisdictions, and how frequently are these rules updated in the system? In our conversation, we cover the following: [00:43] Chris's Current Tach Setup [11:38] Key Benefits of TypeLaw's Brief Editing vs. Traditional Word Processors [16:27] How TypeLaw Boosts Efficiency for Lawyers [23:08] Top 3 Security Concerns for Lawyers Using [37:15] How TypeLaw Stays Compliant with Local Court Rules [42:40] Contact Information Resources: Connect with Chris: LinkedIn: linkedin.com/in/cdralla/ Website: typelaw.com/ Software & Cloud Services mentioned in the conversation: TypeLaw: typelaw.com/ WordPerfect: wordperfect.com
My next guest is Cordell Brion Robinson, CEO of Brownstone Consulting Firm and a decorated US Navy veteran who brings an extraordinary combination of expertise to cybersecurity. With a background in Computer Science, Electrical Engineering, and law, plus experience as a Senior Intelligence Analyst, Cordell has created cybersecurity programs that comply with the National Institute of Standards and Technology, the Federal Information Security Management Act, and the Office of Management and Budget standards for both government and commercial organizations. His firm specializes in compliance services, performing security framework assessments globally for commercial and government entities. Currently, he's innovating the cybersecurity space through automation for security assessments. Beyond his professional accomplishments, Cordell runs the Shaping Futures Foundation, a nonprofit dedicated to empowering youth through education, demonstrating his commitment to giving back to the community. Join Cordell Robinson and me as we discuss the following three questions and more! 🎙️ 1. What are the top three cybersecurity practices that lawyers should immediately adopt to secure both client data and sensitive case material in their practice? 2. From your perspective as both a legal and cybersecurity expert, what are the top three technology tools or platforms that can help lawyers streamline compliance and governance requirements in a rapidly evolving regulatory environment? 3. What are the top three steps lawyers can take to overcome resistance to technology adoption in law firms, ensuring these tools actually improve outcomes and efficiency rather than just adding complexity In our conversation, we cover the following: ⏱️ - 00:00:00 - Introduction and welcome to the podcast - 00:00:30 - Cordell's current tech setup - Windows laptop, MacBook, and iPhone - 00:01:00 - iPhone 17 Pro Max features including 48MP camera, 2TB storage, and advanced video capture - 00:01:30 - iPhone 17 Air comparison and laptop webcam discussion - 00:02:00 - VPN usage strategies - Government VPN for secure client communications - 00:02:30 - Commercial client communications and secure file sharing practices - 00:03:00 - Why email encryption matters and Mac Mail setup tutorial - 00:04:00 - Bonus question: Key differences between commercial and government security work - 00:05:00 - Security protocols comparison and navigating government red tape - 00:06:00 - Question 1: Top three cybersecurity practices lawyers must implement immediately - 00:06:30 - Understanding where client data comes from and having proper IT security professionals - 00:07:00 - Implementing cybersecurity awareness training for all staff members - 00:07:30 - Practical advice for solo and small practitioners without dedicated IT staff - 00:08:00 - Proper email practices and essential security awareness training skills - 00:08:30 - Handling data from average clients in sensitive cases like family law - 00:09:00 - Social engineering considerations in contentious legal matters such as divorces - 00:10:00 - Screening threats from seemingly reliable platforms - Google Play slop ads as recent example - 00:10:30 - Tenable vulnerability scanning tool recommendation (approximately $1,500/year) - 00:11:00 - Question 2: Technology tools for streamlining compliance and governance - 00:11:30 - GRC tools for organizing compliance documentation across various price points - 00:12:00 - SharePoint security lockdown and importance of proper system configuration - 00:12:30 - Monitoring tools discussion - why no perfect solution exists and what to consider - 00:13:00 - Being amenable to change and avoiding long-term contracts with security tools - 00:14:00 - Question 3: Strategies for overcoming resistance to technology adoption - 00:14:30 - Demonstrating efficiency and explaining the full implementation process - 00:15:00 - Converting time savings to dollars and cents for senior attorney buy-in - 00:15:30 - Mindset shift for billable hour attorneys and staying competitive in the market - 00:16:00 - Being a technology Guinea pig and testing tools yourself first - 00:16:30 - Showing real results to encourage buy-in from colleagues - 00:17:00 - Real-world Microsoft Word example - styles, cross-references, and table of contents time savings - 00:17:30 - Showing value add and how technology can bring in more revenue - 00:18:00 - Where to find Cordell Robinson - LinkedIn, www.bcf-us.com, Brownstone Consulting Firm - 00:18:30 - Company description and closing remarks Resources 📚 Connect with Cordell Robinson: LinkedIn: https://www.linkedin.com/in/cordell-robinson-a2213a4 Company Website: https://www.bcf-us.com Instagram: https://www.instagram.com/brownstone_consulting_firm Shaping Futures Foundation: https://shapingfutures.org Government & Compliance Frameworks: NIST: https://www.nist.gov NIST Time Services: https://nist.time.gov Software & Tools: Apple Mail Encryption Guide: https://support.apple.com/guide/mail/sign-or-encrypt-emails-mlhlp1180/mac Apple Products: https://www.apple.com Microsoft SharePoint: https://www.microsoft.com/en-us/microsoft-365/sharepoint/collaboration Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word Tenable Vulnerability Management: https://www.tenable.com
My next guest is Tim Semelroth. Tim is an Iowa personal injury attorney from RSH Legal, who leverages cutting-edge AI tools, including Notebook LM for expert testimony preparation, Claude AI for dictation, and SIO for medical records analysis. He shares practical strategies for maintaining client relationships through e-signatures, texting integration, and automated birthday card systems while embracing legal technology. All this and more, enjoy. Join Tim Semelroth and me as we discuss the following three questions and more! What are the top three ways lawyers can leverage AI tools like ChatGPT and Notebook LM to prepare for expert testimony or cross-examination? And how do you ensure client confidentiality when using these tools? What are the top three technology tools or systems that personal injury attorneys should implement to streamline their practice when handling cases involving trucking accidents, medical records analysis, and insurance negotiations? What are the top three strategies you recommend for attorneys to maintain personal relationships with clients and community involvement, while also embracing cutting-edge legal technology to improve practice efficiency? In our conversation, we cover the following: [00:01:00] Introduction and guest tech setup discussion [00:02:00] Dell hardware specifications and IT outsourcing strategy [00:03:00] Smartphone preferences - iPhone 16 and iPad Pro [00:04:00] Cross-platform compatibility between Windows and Mac environments [00:05:00] Web-based software solutions for remote work flexibility [00:06:00] Plaud AI dictation hardware - features and use cases [00:07:00] Dictation while exercising and driving - mobile workflows [00:08:00] Essential software stack - File Vine, Lead Docket, and SIO [00:09:00] AI tools for expert testimony preparation and HIPAA compliance [00:10:00] Simplifying complex legal language for jury comprehension [00:11:00] Using AI to brainstorm cross-examination topics and preparation [00:12:00] Notebook LM audio overview feature for testimony preparation [00:13:00] Client communication preferences - e-signatures and texting [00:14:00] File Vine texting integration for client communications [00:15:00] Case management alerts and notification systems [00:17:00] Client preferences for phone vs. video communication [00:18:00] Rural client challenges and electronic communication benefits [00:20:00] SIO AI platform for medical records analysis [00:21:00] Medical chronology automation and document management [00:22:00] Jurisdiction-specific customization for demand letters [00:23:00] Content repurposing strategy across multiple platforms [00:24:00] LinkedIn marketing for lawyer referral relationships [00:25:00] Multi-channel newsletter approach - digital and print [00:26:00] Print newsletter effectiveness for legal professionals [00:27:00] SEO benefits and peer recognition from content marketing [00:28:00] Client communication policy - 30-day contact requirements [00:29:00] Proactive client outreach through text messaging [00:30:00] Automated birthday card system for client retention [00:31:00] The Marv Stallman Rule - personal marketing through cards [00:32:00] Technology-enabled client relationship management [00:33:00] Contact information and social media presence RESOURCES Connect with Tim! LinkedIn: https://www.linkedin.com/in/tim-semelroth/ Firm Website: https://www.fightingforfairness.com Hardware mentioned in the conversation Dell Precision 5490 laptop: https://www.dell.com/en-us/shop/dell-laptops/precision-5490-mobile-workstation/spd/precision-14-5490-laptop Dell SC2722HX dual monitors (4K): https://www.dell.com/en-us/shop/dell-27-4k-uhd-usb-c-hub-monitor-s2722dz/apd/210-ayue Dell UltraSharp 4K UHD Webcam: https://www.dell.com/en-us/shop/dell-ultrasharp-4k-webcam-wb7022/apd/520-aaul iPad Pro: https://www.apple.com/ipad-pro/ iPhone 16: https://www.apple.com/iphone-16/ Mac (family computer): https://www.apple.com/mac/ Plaud AI Note recorder: https://www.plaud.ai/products/plaud-note-ai-voice-recorder Plaud AI Pin: https://www.plaud.ai/collections/collection-for-all-device Software & Cloud Services mentioned in the conversation Audible: https://www.audible.com/ ChatGPT: https://chat.openai.com/ Claude AI: https://claude.ai/ File Vine (Case Management): https://www.filevine.com/ Lead Docket (Lead Management): https://www.leaddocket.com/ Microsoft Outlook Add-In (File Vine): https://www.filevine.com/integrations/ Notebook LM (Google): https://notebooklm.google.com/ SIO (AI Medical Records Analysis): https://www.supio.com/ Subscribe to The Tech-Savvy Lawyer.Page podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. Don't forget to leave us a five-star review! ⭐️⭐️⭐️⭐️⭐️
My next guest is Stephen Embry. Steve is a legal technology expert, blogger at Tech Law Crossroads, and contributor to Above the Law. A former mass tort defense litigator with 20 years of remote practice experience, Steven specializes in AI implementation for law firms and legal technology adoption challenges. With a master's degree in civil engineering and programming expertise since 1980, he brings a unique technical insight to legal practice. Steven provides data-driven analysis on how AI is revolutionizing law firms while addressing critical privacy and security concerns for legal professionals. 💻 Join Stephen Embry and me as we discuss the following three questions and more! 🎯 What do you think are the top three game-changer announcements from the 2025 ILTA Conference for AI that're gonna make the most impact for solo, small, and mid-size law firms? What are the top three security and privacy concerns lawyers should address when using AI? What are your top three hacks when it comes to using AI in legal? In our conversation, we covered the following and more! 📝 [00:00:00] Episode Introduction & Guest Bio [00:01:00] Steve's Current Tech Setup [00:02:00] Apple Devices Discussion - MacBook Air M4, AirPods Pro [00:06:00] Android Phone & Remote Practice Experience [00:09:00] iPad Collection & MacBook Air Purchase Story [00:12:00] Travel Tech & Backup Strategies [00:15:00] Q1: AI Game Changers from ILTA 2025 Conference [00:24:00] Billable Hour vs AI Adoption Challenges [00:26:00] Competition & Client Demands for Technology [00:35:00] Q2: AI Security & Privacy Concerns for Lawyers [00:37:00] Discoverability & Privilege Waiver Issues [00:44:00] Q3: Top AI Hacks for Legal Professionals [00:46:00] Using AI for Document Construction & Rules Compliance [00:50:00] Contact Information & Resources Resources 📚 Connect with Stephen Embry • Email: sembry@techlawcrossroads.com• Blog: Tech Law Crossroads - https://techlawcrossroads.com• Above the Law Contributions: https://abovethelaw.com• LinkedIn: [Stephen Embry LinkedIn Profile] Mentioned in the Episode • ILTA (International Lawyers Technology Association) Conference 2025 - https://www.iltanet.org• Max Stock Conference - Chicago area legal technology conference• Consumer Electronics Show (CES) - https://www.ces.tech• Federal Rules of Civil Procedure - https://www.uscourts.gov/rules-policies/current-rules/federal-rules-civil-procedure • Apple Event (October 9th) - Apple's product announcement events• Gaylord Conference Center - Washington, DC area conference venue Hardware Mentioned in the Conversation 🖥️ • MacBook Air M4 (13-inch) - https://www.apple.com/macbook-air/ • iPad Pro - https://www.apple.com/ipad-pro/• iPad Air - https://www.apple.com/ipad-air/• iPad Mini - https://www.apple.com/ipad-mini/• iPhone 16 - https://www.apple.com/iphone-16/• Apple Watch Ultra 2 - https://www.apple.com/apple-watch-ultra-2/ • AirPods Pro - https://www.apple.com/airpods-pro/ • Samsung Galaxy (Android phone) - https://www.samsung.com/us/mobile/phones/galaxy/ • Samsung Galaxy Fold 7 - https://www.samsung.com/global/galaxy/galaxy-z-fold7/ Software & Cloud Services Mentioned in the Conversation ☁️ • Apple Intelligence - https://www.apple.com/apple-intelligence/ • ChatGPT - https://chat.openai.com• Claude (Anthropic) - https://claude.ai• Brock AI - AI debate and argumentation tool• Notebook AI - https://notebooklm.google.com • Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word • Dropbox - https://www.dropbox.com• Backblaze - https://www.backblaze.com• Synology - https://www.synology.com• Whisper AI - https://openai.com/research/whisper Don't forget to give The Tech-Savvy Lawyer.Page Podcast a Five-Star ⭐️ review on Apple Podcasts or wherever you get your podcast feeds! Your support helps us continue bringing you expert insights on legal technology. Our next episode will be posted in about two weeks. If you have any ideas about a future episode, please contact Michael at michaeldj@techsavvylawyer.page 📧
Our next guest is Steve Fretzin. Steve is a renowned business development coach and host of the "Be That Lawyer" podcast. He is dedicated to helping attorneys grow their practices through modern, client-focused strategies that eliminate the discomfort of traditional sales tactics. With decades of experience, Steve's mission is to equip lawyers with the tools they need to build sustainable practices, manage their time more effectively, and cultivate lasting client relationships. In this conversation, Steve outlines the critical technology skills that can transform a solo practice from merely surviving to truly thriving, and many more. Join Steve and me as we discuss the following three questions and more! As you counsel attorneys transitioning from large law firms to solo practice, what are the top three tech skills you believe a solo practitioner must develop to not just survive, but to truly excel and stand out from the competition? Many lawyers feel overwhelmed by the rapid pace of technological change. What are your top three strategies for attorneys who want to embrace technology but don't know where to start? Looking ahead, what are the top three emerging technologies, such as AI and automation, that are reshaping the legal industry? And what are the top three steps lawyers should take now to prepare for these changes, both to improve their own practices and to better serve their clients? In our conversation, we cover the following: [00:35] Steve's Current Tech Setup [13:14] Top Tech Skills for Solo Practitioners [19:49] Strategies for Embracing Technology [26:04] Emerging Technologies in the Legal Industry and Preparing for Technological Changes [33:40] Steve's Book and Podcast Resources: Connect with Steve: Website: fretzin.com/ LinkedIn: linkedin.com/in/stevefretzin/ Podcast: fretzin.com/podcast/episodes/ Facebook: facebook.com/fretzinsteve/ Twitter: @stevefretzin Book Your Initial Consultation: fretzin.com/letstalk/ Marketing Director Email: Christian Rivera chris.rivera.designs@gmail.com Mentioned in the episode: Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice: amazon.com/Be-That-Lawyer-Rainmakers-Successful Hardware mentioned in the conversation: Apogee microphone: apogeedigital.com/shop/mics reMarkable 2: remarkable.com/products/remarkable-2 Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Clio: clio.com/ Filevine: filevine.com/ HoudahSpot: houdah.com/houdahSpot Lawmatics: lawmatics.com/ MyCase: mycase.com/ Notebook.ai: notebook.ai/ QuickBooks: quickbooks.intuit.com/ Setapp: setapp.com/ Squarespace: squarespace.com/ Synology NAS: synology.com/
My next guest is Colin Levy, General Counsel at Malbek. Colin is a leading voice in legal innovation. During our interview, he shares practical insights on building foundational legal tech skills for modern lawyers. During the conversation, Colin outlines the top three steps every lawyer should take to develop legal tech competency, regardless of their technical background. He emphasizes the ethical responsibilities that lawyers face when utilizing AI, particularly the risks associated with unchecked reliance on generative tools and the need to acknowledge potential inaccuracies. Colin also shared some great tips on how to better utilize legal professionals' use of Microsoft Word to improve efficiency and save time (and money💰). In discussing the adoption of new technology, he underscores the importance of defining problems, clarifying desired outcomes, and fully leveraging existing tools before selecting new solutions strategically. Join Colin and me as we discuss the following three questions and more! Based on his extensive experience interviewing legal tech leaders and your role as general counsel at Malbek, Colin provides the top three foundational steps every lawyer should take today to build their legal tech competency, regardless of their current technical skill level. Colin shares three specific ways lawyers can immediately improve their document drafting efficiency using existing technology tools, and how this foundational competence connects to more advanced legal tech adoption. Colin has conducted hundreds of interviews with legal tech leaders and now serves as general counsel for a CLM company. He has seen both the vendor and practitioner perspectives. Cl0in shares his top three strategic considerations lawyers should evaluate when selecting and implementing new technology solutions to ensure they actually improve client service delivery and practice efficiency rather than just adding complexity. In our conversation, we cover the following: [01:28] Colin's Tech Setup [11:14] The Three Core Steps to Legal Tech Competency [13:17] AI Tools and Ethical Considerations [17:29] Improving Document Drafting Efficiency [23:15] Strategic Considerations for Technology Selection Resources: Connect with Colin: LinkedIn: linkedin.com/in/colinslevy/ Schedule Time with Colin: calendly.com/colin-levy/30min Website: colinslevy.com/ Mentioned in the episode: The Legal Tech Ecosystem: https://www.colinslevy.com/books#:~:text=More...-,The%20Legal%20Tech%20Ecosystem,-Innovation%2C%20Advancement Handbook: https://www.colinslevy.com/books#:~:text=Handbook%20of%20Legal%20Tech Hardware mentioned in the conversation: Apple iPhone: https://www.apple.com/iphone-15-pro/ Apple Mini: https://www.apple.com/mac-mini/ Apple Studio Displays: apple.com/studio-display/ Blue Yeti Microphone: https://www.logitechg.com/en-us/shop/p/yeti-premium-usb-microphone iContact Pro Camera: https://icontactcamera.com Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro Software & Cloud Services mentioned in the conversation: Claude: claude.ai/ Google Drive - https://drive.google.com Malbek CLM: malbek.io/ Microsoft Outlook - https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook Microsoft Teams - https://www.microsoft.com/en-us/microsoft-teams/group-chat-software Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word Perplexity: perplexity.ai/ Zoom - https://zoom.us
Dorna Moini, CEO and Founder of Gavel, discusses how generative AI is transforming the way legal professionals work. She explains how Gavel helps lawyers automate their work, save time, and reach more clients without needing to know how to code. In the conversation, she shares the top three ways AI has improved Gavel's tools and operations. She also highlights the most significant security risks that lawyers should be aware of when using AI tools. Lastly, she provides simple tips to ensure AI-generated results are accurate and reliable, as well as how to avoid false or misleading information. Join Dorna and me as we discuss the following three questions and more! What are the top three ways generative AI has transferred Gavel's offerings and operations? What are the top three most critical security concerns legal professionals should be aware of when using AI-integrated products like Gavel? What are the top three ways to ensure the accuracy and reliability of AI-generated results, including measures to prevent false or misleading information or hallucinations? In our conversation, we cover the following: [01:16] Dorna's Tech Setup and Upgrades [03:56] Discussion on Computer and Smartphone Upgrades [08:31] Exploring Additional Tech and Sleeping Technology [09:32] Generative AI's Impact on Gavel's Operations [13:13] Critical Security Concerns in AI-Integrated Products [16:44] Playbooks and Redline Capabilities in Gavel Exec [20:45] Contact Information Resources: Connect with Dorna: Instagram: instagram.com/dorna_at_gavel LinkedIn: linkedin.com/in/documentautomation/ Website:gavel.io/ Websites & SaaS Products: Apple Podcasts — Podcast platform (for reviews) ChatGPT — AI conversational assistant by OpenAI Gavel — AI-powered legal automation platform (formerly Documate) Gavel Exec — AI assistant for legal document review and redlining (part of Gavel) MacRumors — Apple news and product cycle information Notion — Workspace for notes, databases, and project management Slack — Team communication and collaboration platform Hardware: Apple iPhone 15 — Smartphone Apple Mac Mini — Compact desktop computer Apple Mac Studio — Desktop computer Apple MacBook Pro — Laptop computer Eight Sleep — Smart mattress and sleep technology Other: Apple Business Account — For business purchases and trade-ins
Unlock the potential of Apple and Mac technology for your law practice! On this episode of The Tech-Savvy Lawyer.Page Podcast, recorded live at the 2025 MacStock Conference in Illinois, host Michael D.J. Eisenberg brings together a dynamic panel featuring legal tech leaders and Mac platform experts. Panelists include: Stephen Embry (Past ABA TECHSHOW Co-Chair, legal tech leader) Doc Rock (Ecamm, broadcasting pro) Katie Fawkes (Ecamm, live video authority) Mike Potter (MacStock Conference founder) Michael D.J. Eisenberg (Host, Tech-Savvy Lawyer) Key topics discussed: Top reasons attorneys and law firms should attend non-legal tech conferences How Apple and Mac products improve productivity, security, & client service for lawyers Real workflows and Mac/Apple app recommendations for solo and small firm lawyers Using built-in Mac tools (Preview, Keynote, Numbers, Notes) for document management, presentation, and collaboration Mac-based video tools for virtual hearings, depositions, and branding Security, privacy, and intuitiveness of Mac vs. PC for law firms and practitioners Tips for lawyers exploring the Apple ecosystem for the first time Perfect for: Attorneys, legal professionals, and law office staff—from beginners to those with intermediate tech-savvy—seeking to leverage Macs and Apple tools for practice transformation, productivity, and client success. MacStock 2025 Panel — Hardware, Software, and SaaS Items List Below is a curated list of hardware, software, and SaaS (cloud-based) tools discussed during the 2025 MacStock Conference legal tech panel. Each item includes a brief note, organized by category, with links for additional information. 🖥️ Computer Hardware Apple MacBook (Air/Pro): Apple MacBook Official Mac Mini: Apple Mac Mini Apple iPad: Apple iPad Apple Watch” Apple Watch 🗂️ Core Software (macOS/iOS/Integrated) Preview: macOS Preview Overview Pages: Pages App Numbers: Numbers App Keynote: Keynote App Notes: Notes on macOS 💻 Third-Party Software PDFPenPro (now Nitro PDF Pro): Nitro PDF Pro TextExpander: TextExpander Typinator / TypeIt4Me: Typinator Ecamm Live: Ecamm Live 1 ☁️ SaaS / Cloud-Based Tools Billings Pro Clio Daylite MyCase Parallels Desktop VMware Fusion Zoom 🛠️ Utility & Integration Tools Spotlight macOS tool for searching files, doing quick calculations, and currency conversion. Spotlight Info AppleScript / Automator / Hazel For workflow automation and document management in legal practice. Hazel 📦 Other Hardware & Accessories OpenCase MacStock 2025 sponsor, offers MagSafe cases for iPhone and accessories to enhance workflow and device protection. OpenCase 1 Apple Pro Headphones: (AirPods Max) Additional Learning & Community Resources MacVoices Podcast / Community Shared for Mac info and legal technology networking. MacVoices 2 TechLaw Crossroads Technology in law blog by Stephen Embry. TechLaw Crossroads
Our next guest is Jennifer Wondracek, Director of the Law Library and Professor of Legal Research and Writing at Capital University Law School. Jennifer shares her expertise as a legal technologist and ABA Women of Legal Tech Honoree. She addresses three vital questions: the top technological tools law students and lawyers should leverage, strategies to help new attorneys adapt to firm technologies, and ways law firms can automate routine tasks to prioritize high-value legal work. Drawing on her extensive experience in legal education and technology, Jennifer emphasizes practical solutions, the importance of transferable skills, and the increasing role of generative AI in modern legal practice. Join Jennifer and me as we discuss the following three questions and more! As Head Librarian at Capital University Law School, what are the top three technological tools or resources that you believe law students and practicing lawyers should be leveraging right now to enhance legal research and client service? What are the top three strategies that lawyers can use to help law students clerking for a firm, or new attorneys, quickly adapt to become proficient with the technology platforms and tools used in their practice, particularly when these tools differ from what they learned in law school? Beyond legal research, what are the top three ways law firms and solo practitioners can use technology to automate routine tasks and create more time for high-value legal work? In our conversation, we cover the following: [01:03] Jennifer’s Current Tech Setup [06:27] Top Technological Tools for Law Students and Practicing Lawyers [11:23] Case Management Systems and Generative AI [23:15] Strategies for Law Students and New Attorneys to Adapt to Technology [31:03] Permissions and Backup Practices [34:20] Automating Routine Tasks with Technology [39:41] Favorite Non-Legal AI Tools Resources: Connect with Jennifer: LinkedIn: linkedin.com/in/jennifer-wondracek/ Mentioned in the episode: Bloomberg (free ethics guidance & opinions list) Charlotin’s AI Hallucinations Tracker (free) Database of AI Litigation Tracker (free) RAILS chart (free-standing order/local rules tracker) Ropes & Gray Map (free-standing order/local rules tracker) Hardware mentioned in the conversation: TCL NXTPAPER 11 Plus Tablet: tcl.com/global/en/tablets/tcl-nxtpaper-11-plus Software & Cloud Services mentioned in the conversation: Clio: clio.com/ CoCounsel: thomsonreuters.com/en/cocounsel Daylite: daylite.app/ Fastcase / vLex: vlex.com/products/fastcase Goblin Tools: goblin.tools/ IFTTT: ifttt.com/ LawDroid: lawdroid.com/ Legal Tech Hub: legaltechnologyhub.com/ LexisNexis: lexisnexis.com/en-us/gateway.page NSLT: legaltechsociety.wildapricot.org/ PACER: pacer.uscourts.gov/ Procertas: procertas.com/ TheFormTool: theformtool.com/ Westlaw: legal.thomsonreuters.com/en/westlaw Zapier: zapier.com/
🎧 Can't find time to read lengthy legal tech editorials? We've got you covered. As part of our Tech Savvy Lawyer Labs initiative, I've been experimenting with cutting-edge AI to make legal content more accessible. This bonus episode showcases how Notebook.AI can transform written editorials into engaging podcast discussions. Our latest experiment takes the editorial "AI and Legal Research: The Existential Threat to Lexis, Westlaw, and Fastcase" and converts it into a compelling conversation between two AI hosts who discuss the content as if they've thoroughly analyzed the piece. This Labs experiment demonstrates how AI can serve as a time-saving alternative for legal professionals who prefer audio learning or lack time for extensive reading. The AI hosts engage with the material authentically, providing insights and analysis that make complex legal tech topics accessible to practitioners at all technology skill levels. 🚀 Perfect for commutes, workouts, or multitasking—get the full editorial insights without the reading time. Enjoy!
Hey everyone, welcome to this bonus episode! As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age." If you’re a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial’s key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era. Enjoy! In our conversation, the "Bots" covered the following: 00:00 Introduction to the Bonus Episode 01:01 Exploring Generative AI in Law 01:24 Ethical Challenges and Client Confidentiality 01:42 Deep Dive into the Editorial 09:31 Practical Strategies for Lawyers 13:03 Conclusion and Final Thoughts Resources: Google Notebook.AI - https://notebooklm.google/
Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping. Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency. Join Matthew and me as we discuss the following three questions and more! What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work? What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area? What are the top three issues lawyers should be wary of when using AI? In our conversation, we covered the following: [01:07] Matthew Tech Setup [04:43] Introduction to Pat Snap and Its Features [13:17] Top Three Ways Lawyers Can Use AI in Their Work [17:29] Ensuring Confidentiality and Security in AI Tools [19:24] Transparency and Ethical Use of AI in Legal Practice [22:13] Contact Information Resources: Connect with Matthew: LinkedIn: linkedin.com/in/matthew-veale Website: patsnap.com/ Hardware mentioned in the conversation: Apple XDR Display: apple.com/pro-display-xdr/ Herman Miller Chair: hermanmiller.com/en_eur/products/seating/office-chairs/ Microsoft Surface: microsoft.com/en-us/surface MuteMe Button: muteme.com Samsung Curved Monitor: samsung.com/us/computing/monitors/curved/ Software & Cloud Services mentioned in the conversation: Claude: claude.ai/ Google Patent: patents.google.com/ PatGPT: patgpt.ai/ PatSnap: patsnap.com/ Windows Copilot: copilot.microsoft.com/
Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation. Join Seth and me as we discuss the following three questions and more! What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys? What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one? What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change? In our conversation, we cover the following: [01:23] Seth's Tech Setup [09:50] Top Three Tech Tools for Scaling Price Benefits [11:27] Detailed Explanation of Clio and SmartAdvocate [12:40] Digital Marketing Changes for Lawyers [16:09] Importance of Local Search and Reviews [19:00] Tips for Understanding Google Analytics [25:13] Final Tips for Future-Proofing Law Firms Resources: Connect with Seth: LinkedIn: linkedin.com/in/sethprice Website: pricebenowitz.com/ Website: blusharkdigital.com/seth-price-law-firm-blueprint/ Hardware mentioned in the conversation: Comcast Xfinity: www.xfinity.com/learn/internet-service Dell Computers: Dell.com Pixel: store.google.com/intl/en/ideas/google-pixel-phones/ Verizon FiOS: verizon.com/home/internet/fios-fastest-internet/ Software & Cloud Services mentioned in the conversation: Avvo.com: avvo.com/ Clio Cloud: clio.com/ Eva.ai: eva.ai/hr-4-0-eva-ecosystems-api-and-partners/ HubSpot: hubspot.com/ QuickBooks Online: quickbooks.intuit.com/global/ Salesforce: salesforce.com/ SmartAdvocate: smartadvocate.com/ Supio: supio.com/ TextExpander: textexpander.com/ Yelp: yelp.com/
My next guest is the Honorable Judge Scott Schlegel, a nationally recognized judicial innovation and technology leader. With extensive courtroom and technological experience, Judge Schlegel offers valuable insights into how attorneys can effectively leverage artificial intelligence and legal technology to enhance their workflows. He emphasizes the importance of avoiding common pitfalls while maintaining the highest standards of professional responsibility. Judge Schlegel also underscores the critical need to keep the human in the loop, advocating for a balanced approach that upholds efficiency and legal expertise. Join Judge Schlegel and me as we discuss the following three questions and more! What are the top three ways lawyers should use AI for their work, and what are the top three ways lawyers do not use AI correctly today? What are the top three things lawyers still get wrong with using technology in the courtroom? AI is the current advancement in technology in the workplace. What are the top three technological advances lawyers should be keeping an eye on soon? In our conversation, we cover the following: [00:59] Top Three Ways Lawyers Should Use AI [04:01] Security and Privacy Concerns with AI [06:49] Common Mistakes Lawyers Make with AI [11:52] What Lawyers Are Still Getting Wrong in Court [18:30] Future Technological Advances for Lawyers [22:18] Keeping the Human Element in AI Use Resources: Connect with Judge Schlegel: LinkedIn: linkedin.com/in/judgeschlegel/ Substack: judgeschlegel.substack.com Software & Cloud Services mentioned in the conversation: LexisNexis: lexisnexis.com/en-us Westlaw: legal.thomsonreuters.com/en/westlaw
Our next guest is Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition and CEO of Querious. She shares how lawyers can use AI tools like Querious to make client interactions better and more efficient without losing their personal touch. She explains the common challenges lawyers face in client conversations that led to the creation of Querious. Hilary also discusses the steps Querious has taken to address lawyers' concerns about security, privacy, and ethics, ensuring the platform follows professional rules and keeps client information safe. Join Hilary and me as we discuss the following three questions and more! 1. What are the top three ways lawyers can leverage AI tools like Querious to improve the efficiency and quality of their client interactions without compromising the human element of legal practice? 2. What are the top three challenges in attorney-client conversations that led you to Querious? 3. For lawyers who may be hesitant to adopt AI due to security, privacy, or ethical considerations, what are the top three steps Querious has taken to ensure compliance with professional responsibility rules while safeguarding client confidentiality? In our conversation, we cover the following: [01:18] Enhancing Client Interaction [03:46] Key Challenges Driving Querious Adoption [09:37] Balancing Privilege and Innovation [12:34] How Querious Ensures Ethical, Secure AI for Lawyers [17:33] Integration and Future Plans Resources: Connect with Hilary: LinkedIn: linkedin.com/in/hilarybowman/ Website: querious.ai/ Software & Cloud Services mentioned in the conversation: · Querious: querious.ai/ · Fireflies.ai: fireflies.ai/
Join me as we talk with, Katie Fawkes, Director of Marketing at Ecamm. We discuss how lawyers can leverage Ecamm, a live streaming and video production studio for Mac, to enhance their practice. She outlines the top three ways legal professionals can use Ecamm, including remote depositions and virtual hearings. The discussion compares Ecamm to Zoom, highlighting Ecamm’s advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how legal professionals can present themselves effectively and professionally using Ecamm’s robust features. Join Katie and me as we discuss the following three questions and more! What are the top three ways lawyers can use Ecamm to improve virtual client meetings and presentations? What are the top three tips for lawyers looking to create impactful video content - for example, webinars, tutorials, and thought leadership videos using Ecamm? What are the top three features of Ecamm that make it particularly useful for lawyers conducting remote depositions or virtual hearings? In our conversation, we cover the following: [01:20] Katie’s Tech Setup [07:10] Top Three Ways Lawyers Can Use Ecamm [09:36] Ecamm vs. Zoom: Additional Functionality [12:24] Security and Privacy Concerns [13:37] Top Three Tips for Creating Impactful Video Content [18:34] Using Ecamm for Remote Depositions and Virtual Hearings [19:53] Common Tech Issues and Solutions Resources: Connect with Katie: LinkedIn: linkedin.com/in/katie-anne-fawkes/ Website: ecamm.com/ Hardware mentioned in the conversation: OBSBOT Tiny 2 Cameras: obsbot.com/store/products/tiny-2 Shure MV6 Microphone: shure.com/en-US/products/microphones Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7 Shure MV7i Microphone: shure.com/en-US/products/microphones/mv7i?variant=MV7i
I'm joined by Jacqueline Schafer, Founder and CEO of Clearbrief.ai. Jacqueline shares key insights into how legal professionals can effectively leverage AI. She outlines three essential expectations from legal AI assistants: robust security, accurate and verifiable citations, and seamless integration into legal workflows. Jacqueline addresses common misconceptions about AI, encourages responsible use, and highlights Clearbrief's unique features, including its seamless integration with Microsoft Word and AI-driven document analysis. With a focus on ethics, usability, and innovation, Jacqueline also provides a clear vision for the future of AI in legal practice. Join Jacqueline and me as we discuss the following three questions and more! What are the top three things lawyers should expect from their legal AI assistant? What are the top three ways clearbrief.ai differentiates from its competitors? Regardless of what a lawyer uses, what are the top three things lawyers need to be mindful of regarding their legal and ethical responsibilities? In our conversation, we cover the following: [01:09] Jacqueline's Tech Setup [02:33] Top Three Expectations from Legal AI Assistants [06:58] Top Three Things Lawyers Should Not Expect from Legal AI Assistants [08:36] Clearbrief's Unique Features and Differentiators [17:37] Ethical Responsibilities and Training Staff Resources: Connect with Jacqueline: LinkedIn: linkedin.com/in/jackieschafer Website: clearbrief.com/ Mentioned in the episode: Jacqueline at ABA Techshow: linkedin.com/feed/update/urn:li:activity Software & Cloud Services mentioned in the conversation: Clearbrief: clearbrief.com/ LexisNexis: lexisnexis.com/en-us
Our next guest is Sonya Palmer, COO of Rankings.io and host of the LawHer podcast. Today, Sonya shares her expertise on women's roles in legal tech, AI-powered marketing, and optimizing workflows within the Apple ecosystem. She addresses common misconceptions about women in law and technology, offers top tech tips for using social media to grow a legal practice, and highlights frequent mistakes professionals make when adopting AI. Sonya also provides practical advice for disconnecting from work, especially for attorneys, and explores how men and women approach tech-based disconnection differently. Join Sonya and me as we discuss the following three questions and more! It's an interesting fact that more women than men play video games. What are the top three misconceptions people have about women in technology and the practice of law? What are our guest's top three tech tips for using social media to promote a law practice? What are our guest's top three tech tips for disconnecting from work to get peace of mind while maintaining oversight of the practice? Is there a difference between how men and women better disconnect? If so, what are the top three differences and top three similarities between the two? In our conversation, we cover the following: [00:56] Sonya's Tech Setup [06:15] Misconceptions About Women in Technology and Law [08:07] Tech Tips for Social Media Promotion in Law Practice [12:30] Common Errors in Using AI for Marketing [16:03] Tech Tips for Disconnecting from Work [20:54] Differences and Similarities in Disconnecting for Men and Women [22:35] Contact Information Resources: Connect with Sonya: LinkedIn:linkedin.com/in/sonyapalmer/ Website: rankings.io/ Email: sonya@rankings.io Podcasts Mentioned in the episode: LawHer Podcast: https://rankings.io/lawher?3c3853b3_page=3&f4df4899_page=2 Mac Geek Gab Podcast: macgeekgab.com/ Mac Power Users Podcast: open.spotify.com/show Hardware mentioned in the conversation: Logitech MX Master Mouse: logitech.com/en-in/mx/master-series Nintendo Switch: nintendo.com/us/gaming-systems/switch Oura Ring: ouraring.com Scarlett 2i2 Audio Interface: focusrite.com/products/scarlett-2i2-3rd-gen Shure Microphone: shure.com/en-us/products/microphones Whoop Band: whoop.com Whoop Band: whoop.com Software & Cloud Services mentioned in the conversation: · Buffer: buffer.com/ · Claude.ai:claude.ai/ · ClickUp: clickup.com/ · Keeper Security: keepersecurity.com/ · MacRumors: www.macrumors.com · Manus: manus.im/ · NotebookLM: notebooklm.google/ · Notion: notion.com/ · Perplexity: perplexity.ai/ · Slack: slack.com/ · Sunsama: sunsama.com/ · Superhuman: superhuman.com/
My next guest is Travis Easton, Co-Managing Partner of Easton & Easton LLP and CEO of AI Demand Pro, Inc. We discusses how AI is transforming legal workflows. Travis outlines three benefits of AI: boosting efficiency, revenue, and work quality. He also explores real-world uses of ChatGPT and Claude for tasks like drafting emails while stressing data privacy and accuracy. Furthermore, Travis warns of pitfalls like AI hallucinations and over-reliance, underscoring that lawyers must always review and finalize AI-assisted work to ensure integrity. All this and more! Enjoy! Join Travis and me as we discuss the following three questions and more! What are your top three AI strategies for enhancing daily legal tasks, and how can lawyers integrate them seamlessly? How does AI Demand Pro leverage AI to streamline legal processes more effectively than traditional methods, and what are the key benefits of this approach? What are the top three potential pitfalls or red flags that users of AI tools like AI Demand Pro should be aware of to ensure responsible and effective use? In our conversation, we cover the following: [00:56] Travis's Tech Setup [06:29] AI Strategies for Enhancing Legal Tasks [11:55] Real-Time Examples of AI Use in Legal Practice [14:54] Potential Pitfalls of AI Tools in Legal Practice [20:14] Ensuring Responsible and Effective AI Use [22:33] Contact Information Resources: Connect with Travis: LinkedIn: linkedin.com/in/travis-easton Website: demandpro.ai/ Email: mailto: travis@demandpro.ai Software & Cloud Services mentioned in the conversation: AI Demand Pro: https://www.demandpro.ai Apple iPad: https://www.apple.com/ipad/ Apple iPhone: https://www.apple.com/iphone/ Apple Keyboard: https://www.apple.com/keyboards/ Apple MacBook Air: https://www.apple.com/macbook-air/ Apple Pencil: https://www.apple.com/apple-pencil/ Apple TV: https://www.apple.com/tv/ CasePeer CRM: https://www.casepeer.com ChatGPT: https://chat.openai.com Claude AI: https://claude.ai DocReviewPad: https://www.litsoftware.com/docreviewpad ExhibitsPad: https://www.litsoftware.com/exhibitspad LIT Software Suite: https://www.litsoftware.com Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word TimelinePad: https://www.litsoftware.com/timelinepad TranscriptPad: https://www.litsoftware.com/transcriptpad TrialPad: https://apps.apple.com/us/app/trialpad-trial-presentation/id1319316401 WordPerfect: https://www.wordperfect.com