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PODCAST

Adventures In Legal Tech

"Adventures In Legal Tech" explores effective solutions to unique technology issues. Each episode provides actionable steps to solve everyday problems lawyers encounter. It"s kind of like "This Old House" — but with way more law.

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All Episodes

35:43

The Future of Legal Documents with Cain Elliott and...

Adventures In Legal Tech ·

2024/05/10

I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond. Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI tools for optimized legal work. 11:08 - Discussion of word processing tools and the potential move beyond Microsoft Word in legal drafting. 13:14 - The

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40:17

How to Merge Solo Practices with Amy Davis and Kate...

Adventures In Legal Tech ·

2024/05/08

Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm. Episode Highlights 27:58 - Difficulties merging

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25:50

Social Media Marketing Strategies for Lawyers with...

Adventures In Legal Tech ·

2024/05/03

I talked with an immigration attorney about how she uses social media to market her law practice, especially video. Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Social Media Content Marketing 08:44 - Authenticity in Video Marketing 09:35 - Content Repurposing Decisions 10:55 - Selecting Social Media Platforms 13:25 -

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31:27

The Solo to Small Transition with Lindsey Egan

Adventures In Legal Tech ·

2024/05/01

I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner. Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote tools. 25:12 Using both Microsoft and Google platforms. 27:57 Benefits of templates for consistency and reducing errors. 29:02 Trello as a central

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23:57

Small Town Law Practice with Nate Tripp

Adventures In Legal Tech ·

2024/04/30

I talked with a small town lawyer about how he built + maintains his law practice. Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisition. 13:39 - Importance of name recognition in acquisition. 16:03 - Niche practice vs. general practice in small towns. 18:20 - Adapting to market

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33:04

Pricing for the Modern Law Firms: How to Leverage...

Adventures In Legal Tech ·

2024/04/29

For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fees in existing law firms. 15:11 - Importance of law practice management systems. 18:34 - Subscription services and alternative billing models. 22:03 -

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24:35

Automated Workflows for Client Intake with Tony...

Adventures In Legal Tech ·

2024/04/23

I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice. Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to transcend personal branding for scalability and client engagement. 15:12 - The discussion around the firm's rebrand to Monarch Law and the significance of

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27:12

The Law Firm Financial Documentation You Need with...

Adventures In Legal Tech ·

2024/04/22

I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Joyce's explanation of what a Profit and Loss statement is, emphasizing its importance and how it should be reviewed regularly to track trends. 24:48 -

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31:34

Law Firm Hiring in a Competitive Environment with...

Adventures In Legal Tech ·

2024/04/12

I spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18:50 Keeping a min 30-day probationary period with ideal being 90-days 19:20 Advice to let go of unsuccessful candidates during the probationary period

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25:21

First Impressions: Law Firm Website Edition with...

Adventures In Legal Tech ·

2024/04/05

I spoke with a tech advisor about everything there is to know about building websites. Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectations via a law firm's website 13:24 The process of launching a website 16:56 Navigation and how important website responsiveness is 20:05 The importance

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28:40

Stuck in the Middle: Tech in Elder Law with Jamie...

Adventures In Legal Tech ·

2024/04/03

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't. Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to automation as an important part of incorporating AI 16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use

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27:21

LegalTech Trends in the Mid-Market with Jennifer Sherman

Adventures In Legal Tech ·

2024/03/29

Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely. Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, letting lawyers focus more on helping their clients and doing tasks they love 10:54 Talking to lawyers on how they can get started in automation 19:29 The

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32:46

How Marketers Take Advantage Of Law Firms: A Field...

Adventures In Legal Tech ·

2024/03/22

I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 What law firms should do if you’re forwarding leads to them 18:30 The implication of reselling leads, emphasizing that those are assets of the law firms

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28:00

Data Management Via Technology For Law Firms with...

Adventures In Legal Tech ·

2024/03/18

I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and Enterprise Relationship Management and the need for automation in contact capture 17:04 The involvement of AI 19:24 Successful data management in a top law

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37:07

Intake & Onboarding: The Foundation Of The Client...

Adventures In Legal Tech ·

2024/03/15

For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of

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32:58

LegalTech & Work-Life Balance In A Small Firm with...

Adventures In Legal Tech ·

2024/03/08

I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharing her experiences starting with basic Microsoft technology and eventually upgrading and becoming more robust over time 16:25 Adopting drafting software

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28:02

How to Use Technology to Prepare For Your Conference...

Adventures In Legal Tech ·

2024/03/01

I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a conference 10:30 Tips for engaging with speakers 13:53 What happens once you’re at the conference? 16:41 The importance of business cards and making the most

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27:56

How To Choose LegalTech Software with Rachel Edwards

Adventures In Legal Tech ·

2024/02/19

I spoke with a law firm consultant about how to select the best hardware and software for law firms. Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessments of your legal software 15:28 Software that law firms should have 17:39 Some of the challenges that come with the integration of various software

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36:03

Going Back to Basics: Strengthening Your Firm's...

Adventures In Legal Tech ·

2024/02/15

For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management

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35:36

The More Things Change, The More They Stay the Same:...

Adventures In Legal Tech ·

2024/02/09

Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using

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179 results

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