The Tech Savvy Lawyer

Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence. Join Tony and me as we discuss the following three questions and more! What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do? Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way? What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one? In our conversation, we cover the following: [01:06] Tony's current tech setup [08:02] Key Considerations for Lawyers When Choosing a CRM [22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks [28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM [30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions [32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations [34:23] The Role of AI in Legal Data Migrations [37:03] Connect with Tony Resources: Connect with Tony: Email: tv@universalmigrator.com LinkedIn: linkedin.com/in/tony-valenti Website: universalmigrator.com/ Hardware mentioned in the conversation: Anker speakerphone: ankerwork.com/products/a3301 Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor Software & Cloud Services or Apps mentioned in the conversation: Clio: clio.com/ Faster Suite: fasterlaw.com/ Lawmatics: lawmatics.com/ Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator MyCase: mycase.com/ NetDocuments: netdocuments.com/ PracticePanther: practicepanther.com/ Rocket Matter: rocketmatter.com/ Stream Deck Plugins: barraider.com/ Universal Migrator: universalmigrator.com/

In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges! Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking. Join Katherine and me as we discuss the following three questions and more! What are the top three areas of tech software that attorneys are wasting their money on? What are the three common workflows attorneys are not utilizing? And how do we create each one? What are your top three tips when vetting a new CRM LPM? In our conversation, we cover the following: [01:10] Tech Setup Overview and Preferences [07:08] Top Three Areas Where Attorneys Overpay for Tech Software [12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation [14:09] Tips for Creating Effective Workflows [15:31] Top Three Tips for Vetting a New CRM or LPM System [17:21] CRM/LPM Transition War Stories: Challenges and Solutions Resources: Connect with Katherine: LinkedIn: linkedin.com/in/kporterjd/ Website: theresourcefullawyer.com/ Mentioned in the episode: Hardware mentioned in the conversation: Blue Yeti Microphone: blueyetimicrophone.com/ Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam Microsoft Surface: microsoft.com/en-us/surface ​ Software & Cloud Services mentioned in the conversation: ClickUp: clickup.com/ Dubsado: dubsado.com/ Make: make.com/ Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app Miro: miro.com/ Mural: mural.co/ PandaDoc: pandadoc.com/ Zapier:zapier.com/

Today’s episode covers a range of topics related to technology repurposing and recycling practices among lawyers, as well as the environmental impact of office tech! Meet Loren Williams, the Regional Account Manager at PCs for People, who oversees the sourcing of computers for distribution to low-income individuals and families. PCs for People is dedicated to secure and environmentally friendly IT recycling, protecting sensitive data through the National Association of Information Destruction (NAID) AAA-compliant processes, and promoting responsible e-waste management with R2 compliance. Join Loren and me as we discuss the following three questions and more! What are the top three ways lawyers can recycle and reuse their technology? What are the top three steps lawyers should take to securely remove their data before recycling their machines? What are three tips lawyer should keep in mind when trying to be environmentally friendly with the tech in their office? In our conversation, we cover the following: [00:48] Loren’s Tech Preferences and Practices [04:33] Top Three Ways Lawyers Can Recycle and Reuse Technology [07:3] PCs for People: From Local Initiative to National Impact [09:58] Top Three Steps Lawyers Should Take to Securely Remove Data Before Recycling Machines [12:33] Three Tips for Lawyers to Be Environmentally Friendly with Office Tech [13:56] Maximizing Donations and Tax Benefits with PCs for People Resources: Connect with Loren: Email: lwilliams@pcsforpeople.org LinkedIn: linkedin.com/in/loren-r-williams/ Phone: 773-988-6908 Website: pcsforpeople.org Mentioned in the episode: Hardware mentioned in the conversation: Apple Mac (MacBook): Apple MacBook Google Pixel: store.google.com Lenovo ThinkPad: lenovo.com Samsung phones: Samsung Mobile

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture. Join Debbie and me as we discuss the following three questions and more. What are the top three areas where attorneys are underprepared with their firm software needs? What are the top three software utility programs that lawyers should use? What are the top three areas of legal practice that need more innovation, and what should an average attorney do? In our conversation, we cover the following: [00:51] A Peek into Debbie's Tech Setup [03:27] Three Key Software Areas Where Attorneys Often Fall Short [12:13] Top Three Software Utility Programs Every Lawyer Should Use [20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them Resources: Connect with Debbie: Email: 📧 dfoster@affinityconsulting.com LinkedIn: 🔗 linkedin.com/in/debbiefoster/ Website: 🌐 affinityconsulting.com Hardware mentioned in the conversation: Focusrite audio interface: focusrite.com/categories/audio-interfaces Logitech Brio 4K webcam:logitech.com/en-us/products/webcams/brio-4k-hdr-webcam Shure MV7 microphone:shure.com/en-US/products/microphones/mv7 Software & Cloud Services mentioned in the conversation: Actionstep: actionstep.com/ Calendly: calendly.com/ Carpe Diem:carpediemparalegals.com/ Centerbase: centerbase.com/ Cleo: cleo.com/ Daylite (by Marketcircle): marketcircle.com/ DocuSign: docusign.com/ Doodle:doodle.com/en/ HubSpot: hubspot.com/ Lawmatics: lawmatics.com/ PandaDoc: pandadoc.com/ SaneBox: sanebox.com/ Scribe: scribehow.com/ (This appears to be a web-based program so your operating system should not matter – I should be trying this out and report in the future).

After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation. In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology. Tune in to gain actionable insights and discover new possibilities in legal service delivery! Join Mathew and me as we discuss the following three questions and more. What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney? What are the top three workflows that work behind the scenes to make the business more efficient? Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model? In our conversation, we cover the following: [01:07] Mathew’s Current Tech Setup [37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations [46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation [50:51] Legal Ethics in Subscription-Based Practices [54:43] Where to Find Mathew Online Resources: Connect with Mathew: LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation: Anker battery pack: anker.com/collections/power-banks Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Lamicall phone holder:lamicallshop.com/collections/shop-all LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master Software & Cloud Services mentioned in the conversation: Carrd: carrd.co/ Descript: descript.com/ Formula: formulasoft.com/ LawPay: lawpay.com/ Stripe: stripe.com/ SuiteDash: suitedash.com/

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago. In our conversation, we cover the following: [02:14] Tech Show Takeaways: AI in Legal Innovation [07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession [11:45] Ethical Landscape of AI in Legal Practice [16:09] Future of Legal Tech [29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks [33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings [39:29] AI in Legal Practice: Leveraging Tools Responsibly [44:55] Enhancing Practice Efficiency and Accessibility [48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms RESOURCES: Connect with Mathew: LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation: Blue Yeti microphone logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone iD14: audient.com/products/audio-interfaces/id14 Shure MV7 microphone: shure.com/en-US/products/microphones Snowball microphone:logitechg.com/en-us/products/streaming-gear/snowball-ice-usb-microphone Software & Cloud Services mentioned in the conversation: Amazon Prime: amazon.com/amazonprime Clio: clio.com/ Daylight: daylightlaw.com/ Descript: descript.com/ FileVine: filevine.com/ LexisNexis: lexisnexis.com/ Paxton: paxton-access.com/ PDF deck: pdfdeck.com/ Squadcast: squadcast.fm/ Universal Migrator:universalmigrator.com/ Westlaw: legal.thomsonreuters.com/en/westlaw Zapier: zapier.com/  

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet. Join Jason and me as we discuss the following three questions and more! What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only? What three pieces of tech software and hardware make working with virtual remote services seamless? What are the top three tips when communicating with clients through an LPM, text, or email? In our conversation, we cover the following: [01:11] Jason's Mac-based Legal Practice [11:00] Essential Tech for Solos and Small Firms [21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration [31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form [34:34] Connect with Jason Resources: Connect with Jason: LinkedIn: linkedin.com/in/jasonmrice/ Website: dirigo-divorce.com/ Hardware mentioned in the conversation: External monitors Apple XDR: apple.com/pro-display-xdr/ Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Calendly: calendly.com/ Clio: clio.com/ Daylite: marketcircle.com/legal/ Fastcase: fastcase.com/ Google Voice: voice.google.com/ HumbleFax: humblefax.com/ Kofax: knowledge.kofax.com/ Marketcircle: marketcircle.com/ Nuance Power PDF: shop.nuance.com/store/nuanceus Posh Virtual Receptionist Service: posh.com/ Ruby Receptionists: ruby.com/  

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology! As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research. Join Erik and me as we discuss the following three questions and more! What are the top three ways attorneys should expect their client relations management/ law professional management platforms, like Filevine and Lead Docket, to seamlessly work with a third party? What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them? What are the top three tech tools lawyers can use for online marking? In our conversation, we cover the following: [01:22] Erik's Simple Tech Setup [06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform [14:11] Balancing AI and Human Touch [20:34] Key Data Points for CRM and PMS Collaboration [21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition [24:18] Convincing Busy Lawyers to Embrace Technology [27:21] Tailored Technology: Law Firms with Personalized Workflows [34:33] Mastering Online Marketing: Essential Tools for Law Firms [39:56] Connect with Erik Resources: Connect with Erik: LinkedIn: linkedin.com/in/erik-bermudez-8a601825/ Email: erik@filevine.com Hardware mentioned in the conversation: Skullcandy headphones: skullcandy.eu/shop/headphones Software & Cloud Services mentioned in the conversation: Filevine: filevine.com/ Lead Docket: leaddocket.com/  

Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition. Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age! Join Emily and me as we discuss the following three questions and more! What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof? What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice? What are the top three ways lawyers can use AI in their practice? In our conversation, we cover the following: [01:07] Emily's Tech Setup [06:25] Essential Considerations for Lawyers Embracing Innovation [14:20] Common Pitfalls and Potential Solutions [27:43] Maximizing AI in Legal Practice: Three Key Applications Resources: Connect with Emily: LinkedIn: linkedin.com/in/emilylippincott/ Hardware mentioned in the conversation: Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk Dell Curved Monitor: dell.com/en-us/lp/curved-monitors Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam Macbook Pro with M1 Chip: support.apple.com/en-us Rubber Tips for Apple Pencil: apple.com/shop/product Scarlett Solo: us.focusrite.com/products/scarlett-solo Software, Apps, & Cloud Services mentioned in the conversation: 1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/ 1Password: 1password.com/  Apple Pages: apple.com/pages/ Backblaze: backblaze.com/ Camelcamelcamel: camelcamelcamel.com/ Capital One app: capitalone.com Filevine Immigration AI: filevine.com/platform/immigrationai/ Filevine: filevine.com/ GoodNotes goodnotes.com/ Google One: one.google.com/overview/ Mac Updater: corecode.io/macupdater/ MacOS Sonoma: apple.com/macos/sonoma/ Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook WordPerfect: wordperfect.com/en/ Zscaler: help.zscaler.com/  

Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the How I Lawyer Podcast in January 2021, aiming to share insights from legal professionals to law students and lawyers alike. Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals! Join Jonah and me as we discuss the following three questions and more! What are the top three tech skills all students should master by the time they graduate law? What are the top three tech tools that attorneys are under-utilizing today? What are the top three ethical mistakes attorneys are making with their technology? In our conversation, we cover the following: [01:23] A Law Professor's Tech Setup [14:00] Observations on Law Students' Transition from Pre to Post-COVID [19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape [33:21] Three Tech Tools Lawyers Should Embrace Today [38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions [44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations [46:16] Essential Tech Tools for Starting a Podcast [54:07] Connect with Jonah Resources: Connect with Jonah: LinkedIn: linkedin.com/in/jonah-perlin Podcast: howilawyer.com/ Substack: howilawyer.substack.com/ Hardware mentioned in the conversation: Mac Mini: apple.com/mac-mini MV7 - Podcast Microphone: shure.com/en-US/products Tascam Headphones tascam.com/us/category/Headphones Yeti microphone: logitechg.com/en-us/products Software & Cloud Services mentioned in the conversation: Calendly: calendly.com Descript: descript.com Fastcase: fastcase.com LexisNexis: lexisnexis.com Trello: trello.com  

Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner. Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings. Join Leah and me as we discuss the following three questions and more! 1.     What are the top three tips for maintaining HIPAA compliance of documents online electronically? 2.     What are the top three tips for maintaining many documents online electronically? 3.     What are the top three secret tips for using your favorite PDF reader? In our conversation, we cover the following: [01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies [12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online [26:17] Top Tips for Managing a Large Volume Online [35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness [28:45] Connect with Leah Resources: Connect with Leah: LinkedIn: linkedin.com/in/leahbucholz/ Website: prestigeveteranmctx.com/ YouTube: youtube.com/@prestigeveteranmedical Email: mailto:leah@prestigeveteranmctx.com/ Hardware mentioned in the conversation: 1.     Internet connection provided by AT&T: att.com/internet/fiber/ Software & Cloud Services mentioned in the conversation: 1.     Zoho: zoho.com/ 2.     Zoho Vault: zoho.com/vault/ 3.     JotForm: jotform.com/ 4.     Spanning: spanning.com/ 5.     Backupify: backupify.com/ 6.     Speedtest.net: speedtest.net/ 7.     Zapier: zapier.com/

Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms. Join Karen and me as we discuss the following three questions and more! What are the top three tech tools that attorneys underutilize besides CRMs in their law practice? What are the top three things attorneys should look for in an online CRM? What are the top three tech shortcuts lawyers still need to know at any level of experience? In our conversation, we cover the following: [01:32] Tech Talk: Karen's Current Tech Setup [08:46] The Top Three Tech Tools Lawyers Should Utilize More [17:16] Backup Strategies: Ensuring Data Security in Business [22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support [30:05] Tech Shortcuts Every Lawyer Should Master [39:13] Uncommon Keystroke Hacks in Microsoft Word [40:37] Connect with Karen Resources: Connect with Karen: LinkedIn: linkedin.com/in/wisekarenmcdonald/ Website: wiseowllegal.com.au/ Hardware mentioned in the conversation:  Bose Speakers: bose.com/c/speakers  Fitbit: fitbit.com Jabra Headset: jabra.com/ Curved 27-inch ViewSonic Monitor: viewsonic.com/global/products/lcd/VX2718-PC-mhd Software & Cloud Services mentioned in the conversation: Bitwarden: bitwarden.com/ Wise Owl Legal: wiseowllegal.com Backblaze: backblaze.com WordPerfect: wordperfect.com TextExpander: textexpander.com

Our next guest is Shubham Datta, the Vice President of Corporate Development at CLIO. As a key figure in overseeing the development and execution of CLIO's strategic growth strategy through acquisitions and investments, Shubham brings forth a wealth of knowledge and a unique perspective on the intricacies of how CLIO collaborates with third-party integrations and more. Shubham is a seasoned Mergers and Acquisitions (M&A) professional driving innovation in the legal tech space. With an extensive background in both buy-side and sell-side M&A, he spearheads efforts to align CLIO's product roadmap with cutting-edge companies. Join Shubham and me as we discuss the following three questions and more! 1.     What are the top three criteria to prioritize when evaluating third-party application integrations? 2.     How to determine what might be considered unnecessary or incompatible with CLIO platform, possibly without the requirement for specific categories? 3.     In what aspects should legal professionals focus on when assessing new third-party applications for use in CLIO or when comparing them to competitors? In our conversation, we cover the following: [01:44] The Three Pillars of Effective Third-Party Integration in CLIO's Legal Tech Ecosystem [05:13] Core Legal Workflows in CLIO's Ecosystem [06:55] App Adoption and Integration Challenges in Legal Tech [09:00] Empowering Legal Innovation: Nuanced Challenges in App Integration [10:42] A Guide for Lawyers in Choosing Third-Party Apps for CLIO and Beyond [11:25] Future-Forward Legal Tech [13:12] AI Innovations to Elevate Legal Practice [14:58] CLIO: Redefining Legal Practice Management Resources: Connect with Shubham: LinkedIn: linkedin.com/in/shubhamdatta/ Software mentioned in the conversation: CLIO: CLIO.com/

My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice. Enjoy! Join Eda and me as we discuss the following three questions and more! What are the top three ways attorneys can use technology to onboard new staff easily and consistently? What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology? What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier? In our conversation, we cover the following: [01:03] Current tech setup [11:02] Using technology for legal staff onboarding [13:34] Video conferencing and communication tools for legal professionals [16:37] Password management and security for law firms. [22:48] Addressing knowledge gaps among legal professionals [25:10] Software hacks for paralegals and lawyers. [28:31] Writing tools for legal documents. [31:55] Using technology to make lawyer work easier. [37:36] Virtual hearings, meetings, and case preparation. [39:10] Legal technology and process optimization. Resources: Connect with Eda: Website: edarosallc.com/ LinkedIn: linkedin.com/in/eda-rosa-law Hardware mentioned in our conversation: Google Password Manager: passwords.google.com/ Google Pixel smartphone: store.google.com/category/phones Google Pixel smartwatch: google.com/product/pixel_watch_2?hl=en-US HP Envy laptop: hp.com/us-en/shop/mlp/laptops/envy-344503--1 HyperX podcasting microphone: hyperx.com/collections/microphones Logitech Presentation clicker: logitech.com/en-us/products/presenters StreamYard: streamyard.com/ Software & Cloud Services mentioned in the conversation: Adobe Cloud: adobe.com/creativecloud Asana: asana.com/ Clio: clio.com/ Google Cloud: cloud.google.com/ Hazel: noodlesoft.com/ LexisNexis: lexisnexis.com/en-us/home Microsoft Office 365: office.com/ MyCase: mycase.com/ Nextiva: nextiva.com/ PackBack: packback.co/ Speechify: speechify.com/ TextExpander: textexpander.com/ Trello: trello.com/ TrialPad: litsoftware.com/trialpad Wise Hire: wise-hire.com/ WordRake: wordrake.com/

Our next guest is law libriarian Sarah Glassmeyer. She has a career that includes academia, nonprofit tech, and even a fellowship at Harvard. Her numerous awards, including being named to Fastcase 50 and as an ABA Legal Rebel, speak to her impact. Sarah's commitment to learning and growing and her passion for her mission ensure she'll never stop striving for positive change in the legal world. Join Sarah and me as we discuss the following three questions and more! What are the top three tech tools utilized by larger law firms that solos and small law firms would be surprised are reasonably accessible to them? What are the top three ways Chat GPT falls short for attorneys? What are the top three directions that you see technology heading in that attorneys should keep an eye on? In our conversation, we cover the following: [01:08] Balancing Platforms: Sarah’s Hybrid Tech Ecosystem [10:13] Tech Tools for Smaller Firms to Rival the Big Players [23:38] Three Ways ChatGPT Falls Short for Attorneys [37:07] Key Technological Trends for Attorneys to Monitor [45:12] Where to Connect with Sarah Resources: Connect with Sarah: LinkedIn: linkedin.com/in/sglassmeyer Website: sarahglassmeyer.com/ Substack: substack.com/@sarahglassmeyer   Hardware mentioned in the conversation: ThinkPad: lenovo.com/us/en/c/laptops/thinkpad/   Software and Cloud Services mentioned in the conversation: Substack: substack.com/@sarahglassmeyer FatCow: bluehost.com/fatcow Azure: azure.microsoft.com/en-us AWS: aws.amazon.com/

Join us for an enlightening conversation on technology, transformation, and the world of writing with lawyer, mediator, and career coach  Wendy S. Meadows. We learn almost in real-time during the recording that Wendy has become an Amazon top-selling author with her book, "Sparkle and Grit." We discuss not only her book but the potential tech tools in a lawyer’s writing journey as we explore Wendy's personal experience in the realms of creativity, distraction-free work, and maintaining motivation in publishing. Also, this podcast is a must-listen for anyone looking to escape the endless cycle of monotony, overcome self-doubt, and embrace a life of sparkle and grit. Wendy shares her top three tech tools that played a pivotal role in creating her transformative book, "Sparkle and Grit." She explains how the technology she employed in writing differed from her legal work. Furthermore, we discuss the mysteries behind maintaining motivation and staying on track during the challenging writing and publishing journey. During the conversation, Wendy's passion and authenticity shine through as she empowers listeners to start their journeys toward a balanced and vibrant life. As a bonus, we discuss how your Tech-Savvy Lawyer helped her (and could help you) make well-informed computer choices. Enjoy! Note1: This podcast was scheduled one day off the normal publication schedule so that we could time it with Wendy's book release. Note2: My apologies for the recording from my mic.  Apparently, the mics got "switched" just before we went live with the recording. Join Wendy and me as we discuss the following three questions and more! What are the top three tech tools to help write your book, and how did using them differ from similar tools when doing legal work? What are the top three tech tools to keep your writing practice and writing process distraction-free? What are the top three tech tools you use to keep yourself motivated and on track with a publishing schedule? In our conversation, we cover the following: [01:30] Finding Your Technicolor Path: A Journey to True Balance and Transformation [08:14] Tech Tools for Writing: Boosting Productivity and Tracking Progress [11:12] Distraction-Free Writing: Top Tech Tools for Maximum Focus [14:13] Tech Tools for Motivated Publishing: Social Media Strategies and Scheduling Solutions [18:43] Guiding Tech Choices: Tips to Make Informed Computer Decisions [25:40] Sparkle and Grit: A Guide for Practicing Life at Your Best [27:21] Lessons from the Flamingo: Discovering Your Ever-Changing Work-Life Balance [28:45] Connect with Wendy Resources: Connect with Wendy: LinkedIn: linkedin.com/in/wendy-s-meadows/ Website: wendysmeadows.com/ Instagram: instagram.com/wendy_s_meadows/ Mentioned in the episode: sparkle & GRIT: Live a Technicolor Life By Finally Finding Balance, Escaping Monotony, and Beating Burnout: amazon.com/sparkle-GRIT-Technicolor-Escaping-Monotony/ Hardware mentioned in the conversation: Apple Mac Mini: apple.com/mac-mini/ Apple Studio Display: apple.com/studio-display/specs/ MacBook Air (15-inch) with an M2 chip: apple.com/shop/buy-mac/macbook-air/15-inch-m2 Software & Cloud Services mentioned in the conversation: Apple Business Account: apple.com/retail/business/smb-signup/ Apple Card: apple.com/apple-card/ Canva: canva.com/ ExpressVPN: expressvpn.com/ Loomly: loomly.com/

This week’s episode of the Tech Savvy Lawyer podcast features Lawpath's Dominic Woolrych to discuss using AI to democratize legal access globally. Dominic is the co-founder and CEO of Lawpath, a leading global legal software platform for small businesses and Australia’s number one online legal platform that has helped over 400,000 small businesses across Australia and the USA. Dominic’s vision is to build his digital platform and help small businesses globally access legal support at a fraction of the time, cost, and complexity of the traditional system. Join Dominic and me as we talk about the following three questions and more! What are some of your three automations that you'd like to use that are not part of your product? What are the three biggest pain points that law firms are still experiencing with the adoption of technology today?     What are the top three non-traditional opportunities for lawyers in the legal tech sector?  In our conversation, we cover: [04.02] Tech setup – Starting the conversation, Dominic walks us through his current tech setup. [07.44] Automation – Dominic shares his top three automations other than Lawpath. [09.00] Virtual Assistant – How you can save time and manage your work at the same time by having a virtual assistant, according to Dominic. [16.16] Lawpath - An online legal platform that allows small businesses to complete legal tasks themselves. [20.33] Pain points – We discuss the biggest pains that law firms are experiencing with the adaptation of new technology. [23.35] Commercial vs. legal – Dominic shares his idea about the lawyers being commercial versus legal. [28.00] Opportunities - Top three non-traditional opportunities for lawyers in the legal technology sector. [33.33] Organic traffic – Dominic shares how their employees are working on bringing organic traffic to their website. Resources: Contact Dominic: LinkedIn - linkedin.com/in/dominic-woolrych/ Twitter - twitter.com/dwoolrych Website - lawpath.com/ Equipment Mentioned in the Podcast: Apple air pods - apple.com/airpods/ Apple iPhone - apple.com/iphone/ Apple Mac - apple.com/mac/ Bose noise-cancelling headphones - bose.com/c/headphones Software & Services Mentioned in the Podcast: Carplay - apple.com/ios/carplay/ Mailbutler - mailbutler.io/ Overcast - overcast.fm/ Slack - slack.com/ Zapier - zapier.com/

Join me as my next guest, Jared Jaskot, and I unravel the practical uses of AI in law! Jared is a Baltimore-based immigration attorney who represents clients nationwide. His legal practice, known as Jaskot Law, is dedicated to the realm of humanitarian immigration law. To assist him, Jared uses artificial intelligence and chatbots to help screen and schedule potential clients effectively. Jared firmly believes that the legal profession has the potential to evolve in ways that make legal services more accessible and cost-effective for a broader audience. His AI-powered bots have engaged in conversations with an impressive 150,000 immigrants regarding their cases, showcasing his commitment to improving access to legal assistance. One of Jared's unique approaches involves drawing inspiration from other industries, such as manufacturing, to discover ways to enhance the field of law. His multidisciplinary perspective aims to drive positive change in the legal landscape, ultimately benefiting a broader spectrum of individuals. In our thought-provoking conversation, Jared shares his expertise and visionary outlook on AI's pivotal role in the legal field. Get ready to discover the top three ways AI is poised to revolutionize legal practice, including its applications in sales, calendaring, intake, and client communications. Jared's wealth of experience and forward-thinking insights make this episode a must-listen for legal professionals and tech enthusiasts alike! Join Jared and me as we discuss the following three questions and more! What are the top three ways to use Artificial Intelligence to improve the lives of clients? What are the top three security measures to ensure client data privacy (when using AI)?  Anticipating the future, what are the top three predictions for the most effective ways AI will be employed in managing a lawyer's practice? In our conversation, we cover: [01:07] Tech Setup Showdown: Comparing the Hardware and Gadgets [07:57] Enhancing Client Services: Leveraging AI for Legal Support [23:49] Securing Client Data in AI-Driven Legal Services: Top Three Measures [30:41] Protecting Client Data: Safeguarding Measures Beyond Hosting [37:06] The Future of AI in Legal Practice: Three Bold Predictions Resources: Connect with Jared: LinkedIn: linkedin.com/in/jared-jaskot-115b36152/ Website: jaskot.law/ Tiktok: tiktok.com/discover/jared-jaskot-attorney Mentioned in the conversation: 10 Chatbot Design Principles I Live By As I Build The Best Immigration Law Chatbot: linkedin.com/pulse/10-chatbot-design-principles-i-live-build-best-law-jared-jaskot Substantive Legal Software Quality: A Gathering Storm?: dl.acm.org/doi/abs/10.1145/3322640.3326706 Deep Learning Alone Isn't Getting Us To Human-Like AI: noemamag.com/deep-learning-alone-isn't-getting-us-to-human-like-ai/ Software, Cloud Services, and Apps mentioned in the conversation: AWS: aws.amazon.com/ Heroku: heroku.com/ CM ECF: uscourts.gov/court-records/electronic-filing-cmecf Mac Whisper: apps.apple.com/us/app/whisper-transcription Hardware mentioned in the conversation: Sony ZV-1 camera: sony.ca/en/compact-cameras/products/zv-1 Elgato capture card: elgato.com/hc/en-us/ Rode microphone: rode.com/en/microphones/studio-condenser/nt1 Shure SM7B Microphone: shure.com/en-US/products/microphones

Dave is an IT specialist and seasoned podcaster renowned as the host of the "In Touch With iOS" podcast. Dave and I delve into the world of cloud computing. With over two decades of hands-on experience in IT, an unmatched proficiency in business technology, and a love of all things Apple, Dave brings his genuine expertise to enlighten and engage his audience. In this TSL.P Podcast episode, we talk about what cloud computing is and explore its foundational concepts, benefits, and potential concerns. Listeners of today's podcast will hopefully leave with an enriched understanding of the basics of cloud computing for lawyers and the intriguing dynamics shaping the social media sphere. Join Dave and me as we discuss the following three questions and more! What are the top three reasons professionals would want to use cloud computing? What are the top three reasons a professional would not want to use cloud computing? As we peer into the future, what are your top three predictions for using cloud computing by professionals? In our conversation, we cover the following: [00:29] Diving into Tech: From Microphones to iPhones, Dave's Tech Setup and Insights [04:17] Demystifying Cloud Computing: From Remote Servers to Efficient Resource Management [06:14] Exploring Cloud Computing Benefits and Concerns: Security, Redundancy, and Global Accessibility [12:03] Assessing Considerations Against Cloud Computing: On-Premise Control, Service Management, and Data Security [14:23] Enhancing Client Data Security: Information Security Plans, VPN Usage, and Two-Factor Authentication [20:26] Peering into the Cloud Computing Future: Virtualization, Storage Evolution, and Industry Adaptation [25:26] The Landscape of Evolving Social Media Platforms: Threads, Blue Sky, and Mastodon's Unique Path RESOURCES: Connect with Dave: Mastodon: mastodon.cloud/@daveg65 Twitter: twitter.com/intouchwithios Website: intouchwithios.com YouTube: youtube.com/intouchwithios Hardware mentioned in the conversation: Drobo: drobo.com/ Rode PodMic: rode.com/en/microphones/broadcast/podmic YubiKey: yubico.com/ Software & Cloud Services mentioned in the conversation: 1Password: 1password.com/ Amazon Web Services (AWS): aws.amazon.com/ Backblaze: backblaze.com/ Carbonite: carbonite.com/ Clio: clio.com/ Microsoft Azure: azure.microsoft.com/en-us Rocket Matter: rocketmatter.com/ Smokeball: smokeball.com/