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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: [email protected]
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/
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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-soloSoftware, 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
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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:[email protected]/
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/
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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-mhdSoftware & 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/
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Join Joshua and I live from the CLIO Con 2023 in Nashville, TN at the Gaylord Opryland Resort & Convention Center. Joshua serves as the Lawyer in Residence at CLIO. Joshua has dedicated considerable efforts to enlightening legal professionals about the potential of technology to improve their practices, simultaneously educating tech companies about the distinctive requirements of the legal field.
Join Joshua and me as we discuss the following three questions and more!
What are the three most common questions attorneys have about cloud computing? And how does CLIO address them? What are the three most common ethical missteps attorneys make with cybersecurity, and how does CLIO help prevent them? As we look into the future, what should attorneys be wary of regarding all things Internet in their law practice?In our conversation, we cover the following:
[01:09] From PCs to Macs: Embracing a Secure and User-Focused Technological Evolution
[03:25] Decoding Cloud Worries: How CLIO Tackles Attorneys' Top 3 Questions on Cloud Computing
[13:12] Ethical Cybersecurity: Navigating Attorney Pitfalls and CLIO's Defensive Strategies
[16:48] Futuristic Legal Tech: Internet's Evolution in Law Practice
[22:18] Data Migration Dilemmas
Resources:
Connect with Joshua:
LinkedIn: linkedin.com/in/joshualenon
Email: [email protected]
Mastodon: mastodon.social/@JoshuaLenon
Twitter: twitter.com/JoshuaLenon
Software & Cloud Services mentioned in this episode:
Clio:clio.com/
WordPerfect:wordperfect.com/en/
Amazon S3: aws.amazon.com/s3/
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In this podcast episode, renowned tech expert Dave Hamilton dives into the world of Mac-centric productivity, uncovering the unique advantages Macs offer over Windows machines. Dave is a seasoned podcaster, publisher, and self-professed nerd with a rich background in educating numerous computer users over thirty years. We cover the longevity, cost-effectiveness, and quality of life benefits of Macs, their top productivity features like seamless device integration, Dave's travel tech tips including a 4K OLED screen and charging essentials, Mac-specific productivity tools focusing on scripting and audio editing, and much more!
Join Dave and me as we discuss the following three questions and more!
After over 900 episodes on MGG, what are the three most common questions about tech you still get today? Apple computers still have somewhat of an aura of being made for creative people and not professionals; what are your top three reasons any professionals, including us lawyers, would want to switch from PC to Mac? What are your top three favorite productivity functions you can do only on a Mac?In our conversation, we cover the following:
[01:15] Dave's Personal Tech Setup and Upgrade Considerations
[15:56] Navigating Mac Upgrades, Backup Strategies, and Choosing the Right Wi-Fi System
[38:59] PC to Mac Transition: Insights on Integration, Compatibility, and Battery Life for Professionals
[54:48] Investing in a Mac: Exploring Longevity, Total Cost of Ownership, and Support Benefits Over Windows
[59:14] Mac Productivity Unleashed: Leveraging Automation, Scripting, and Audio Routing for Peak Performance
[01:21:58] Behind the Podcast Curtain: Tools and Tricks for Pro-Level Recording and Editing
Resources:
Connect with Dave:
Bluesky: bsky.app/profile/davehamilton.com
Facebook: facebook.com/hamilton.dave
Instagram: instagram.com/davehamilton/
LinkedIn: linkedin.com/in/davehamilton/
Mastodon: podcastindex.social/@DaveHamilton
Twitter:twitter.com/DaveHamilton
Website: macgeekgab.com/
Hardware mentioned in the conversation:
4K Portable Monitor - KYY 15.6: viewsonic.com/us/vx1655-4k-15-6-3840-x-2160p-uhd-portable-monitor Anker Nano Charging Station: anker.com/products/a9129-charging-station-67w Earthworks Ethos microphone: earthworksaudio.com/products/ethos/ Monoprice monitors: monoprice.com/category/computers-&-gaming/monitors-&-displays/desktop-monitors PreSonus Quantum 2626 Audio Interface: presonus.com/en-US/interfaces/thunderbolt-audio-interfaces/quantum-series Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7 Synology Disk Station Manager: synology.com/en-global/dsm ViewSonic monitors: viewsonic.com/us/products/shop/monitors.html VX1655-4K-OLED 15.6 Inch 4K: viewsonic.com/us/vx1655-4k-oled-15-6-uhd-oled-portable-monitorSoftware, Apps & Cloud Services mentioned in the conversation:
Audio Hijack: rogueamoeba.com/audiohijack/ Backblaze: backblaze.com/ BetterTouchTool: folivora.ai/ Carbon Copy Cloner: bombich.com/ Eero: eero.com/ Fission: An audio editor mentioned for quick edits, specifically for ad breaks. Hindenburg: hindenburg.com/ Keyboard Maestro: keyboardmaestro.com/ Logic Pro: apple.com/logic-pro/ Logic Pro: apple.com/logic-pro/ Loopback: rogueamoeba.com/loopback/ Mail Butler : mailbutler.io/ MailSuite: smallcubed.com/ TextExpander: textexpander.com/download Thunderbird: thunderbird.net/ TP-Link DECO: tp-link.com/us/deco-mesh-wifi/ WordPerfect: wordperfect.com/en/ -
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/
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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/
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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-m2Software & 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/
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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-attorneyMentioned 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-transcriptionHardware 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/intouchwithiosHardware 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/ -
Kristaps joined On the Map Marketing in 2015 as a project manager. Today, he stands at the helm as the Chief Executive. In this episode, Kris and I explore legal SEO, providing attorneys with three tech-driven steps to enhance their online performance. He demystifies ranking improvement, empowering legal professionals to leverage Google Business profiles for growth. Kristaps excels at turning setbacks into opportunities sharing strategies to manage negative reviews for positive outcomes. He emphasizes the value of specialized digital marketing tailored to legal niches, effectively navigating the evolving online landscape. Additionally, he imparts podcasting wisdom, offering advice on sound quality, conversation skills, and creating an engaging experience.
Join Kristaps and me as we discuss the following three questions and more!
1. What are the three tech steps an attorney can take to improve their firm's SEO performance?
2. What are three reasons a lawyer would want to hire a digital marketing firm focused on lawyers versus any other run-of-the-mill digital marketing firm?
3. As a podcast host, what are the top three tech tips to make a podcast sound and look great?
In our conversation, we cover the following:
[00:58] Unveiling Kristaps's Tech Ecosystem: From Macs to Mics and Beyond
[14:08] Boosting Legal SEO: Empowering Attorneys with Three Tech Steps for Firm Improvement
[16:28] Managing Negative Google Reviews: Turning Setbacks into Opportunities
[20:03] Legal SEO Strategy: Harnessing Geo Grid Rank Trackers for Improved Map Rankings
[25:50] Power of Niche Expertise: Why Lawyers Should Choose Specialized Digital Marketing Firms
[30:29] Unlocking Law Firm Marketing: Specialized Strategies for Success
[36:07] Podcasting Perfection: Top Tech Tips for Sound and Clarity
Resources:
Connect with Kristaps:
LinkedIn: linkedin.com/in/kbrencans/
Website: onthemap.com/law-firm-digital-marketing-agency/
Podcast: onthemap.com/lfotm/
Twitter: twitter.com/BrencansK
Hardware mentioned in the conversation:
Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
MacBook Pro: apple.com/macbook-pro-14-and-16/
LG widescreen monitor: lg.com/us/ultrawide-monitors
Powerbeats Pro: beatsbydre.com/earbuds/powerbeats-pro
Software & Cloud Services mentioned in the conversation:
Track Right: trackright.com/
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If you are curious about the future of law, the ethical considerations of AI integration, and the insights of a seasoned legal mind, this is an episode you will not want to miss. Today, we uncover how lawyers navigate the fine line between leveraging AI for efficiency and upholding the ethical standards underpinning the legal profession. Also, we explore the innovative ways AI is being harnessed in legal research, contract analysis, and more, all while adhering to the ethical guidelines that ensure the integrity of legal Practice.
Join us as we dive deep into the world of Lawyers Ethically Using ChatGPT and AI in our enlightening conversation with Irwin Kramer, a lawyer who works in the fields of professional malpractice and disciplinary defense. As the managing partner of the esteemed litigation firm Kramer & Connolly, he has steered the ship in representing many clients ranging from Fortune 500 companies to global insurance carriers. With an impressive repertoire of trial and appellate experience spanning both state and federal courts, Irwin has garnered a profound understanding of the multifaceted legal landscape.
Irwin's influence extends far beyond his legal Practice. He is a dedicated educator who has imparted his knowledge at prestigious law schools, a prolific author who has enriched the field with his extensive publications, and the visionary behind The Legal Television Network—a platform aimed at improving public access to vital legal information.
Join Irwin and me as we discuss the following three questions and more!
1. What are the top three things an attorney can use chat GTP for in their work?
2. What are attorneys' top three ethical mistakes when using chat GTP and AI?
3. What are Irwin's top three favorite workflows when conducting legal tasks?
In our conversation, we cover the following:
[00:58] Tech Evolution in Legal Practice: From Legacy Systems to Seamless Connectivity
[05:50] Unleashing ChatGPT: Empowering Attorneys with AI for Enhanced Legal Practice
[16:24] Ethical Considerations in Embracing Legal AI: Balancing Tradition and Technological Advancements
[19:20] Ethical Pitfalls: Attorney Mistakes in the Realm of AI and Chat GPT
[21:21] Shifting Legal Horizons: Navigating Modern Legal Practice in an Evolving Landscape
Editor's Note: Sorry for getting tongue tied. For some reason, I had the GPT in ChatGPT reversed and kept saying "ChatGTP". Silly me! 🙃
Connect with Irwin:
LinkedIn: linkedin.com/in/irwinkramer/
Website: kramerslaw.com/
Attorney Grievances: attorneygrievances.com/attorney-profile/irwin-r-kramer
Baradmit.com: baradmit.com/blog/blogger/irwin-r-kramer
Mentioned in the episode:
A Chat With GPT: attorneygrievances.com/law-library/articles/artificial-intelligence-for-lawyers
Software & Cloud Services mentioned in the conversation:
Amicus Attorney: amicusattorney.com/
PC Law: PC Law
WordPerfect: WordPerfect
iPhone 13: iPhone 13
Dell Computers: Dell
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In a world where words hold the power to shape destinies, where every keystroke can tilt the scales of justice, why settle for a generic keyboard? In today's episode, we are unraveling the enigma behind why legal practitioners deserve a keyboard that's as tailored to their craft as a bespoke suit.
Meet Daniela Semeco, the brilliant mind behind LegalType, where innovation and legal expertise converge. As the Founder and CEO of LegalType, Daniela has harnessed her entrepreneurial spirit and deep understanding of technology to revolutionize the way lawyers and legal professionals interact with their keyboards. With a profound passion for keyboards and a keen eye for detail, Daniela has ingeniously crafted the LegalType mechanical keyboard—a masterpiece tailored exclusively for the legal realm. This remarkable keyboard seamlessly blends functionality and aesthetics, boasting a mesmerizing design that complements the refined tastes of legal specialists.
Join Daniela and me as we discuss the following three questions and more!
1. What are the top three reasons an attorney needs a keyboard specifically designed for their area of work?
2. What are the top pieces of software and hardware attorneys can use to do the chore of typing easier?
3. With the ongoing technological advances, what are the top three pieces of technology that can be seen as possible replacements for typing keyboard interfaces?
In our conversation, we cover the following:
[01:00] Tech Ensemble: Navigating Daniela's Digital Symphony
[08:59] Efficiency Unleashed: The Lawyer's Keyboard Revolution
[13:30] Enhancing Legal Efficiency: Top Tools for Attorneys' Typing Needs
[18:21] Unlocking the Mechanics: A Deeper Look into the Daniela's Keyboard
[22:02] Future Horizons: The Evolution of Typing Interfaces and Beyond
Resources:
Connect with Daniela:
LinkedIn: linkedin.com/in/daniela-semeco
Website: getlegaltype.com/
Facebook: facebook.com/legaltype
Instagram: instagram.com/getlegaltype
LinkedIn: linkedin.com/showcase/legaltype/
LawNet: directory.lawnext.com/products/legaltype/
Demo video: youtube.com/watch?v=23FI1dKxoJY
ABA Tech Show Startup Alley Video: youtube.com/watch?v=ESvQ-i2HDc0&t=5s
Keyboard collection: youtube.com/watch?v=TAgesxcM31I&t=9s
A picture of Daniel's tech setup during a demo meeting over Zoom: instagram.com/p/CjBluKzPZft/
Hardware mentioned in the conversation:
Legaltype keyboards and keycaps: getlegaltype.com/collections/legaltype-keyboards-and-keycaps
Legal board: legalkeyboards.com/products/legalboard
Logitech Ergo K 860: logitech.com/en-us/products/keyboards/k860-split-ergonomic
Cherry MX Brown switches: cherrymx.de/en/cherry-mx/mx-original/mx-brown
Cherry MX Blue switches: cherrymx.de/en/cherry-mx/mx-original/mx-blue
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Bridget Mary McCormack
In today's episode, we embark on an enlightening conversation with Bridget Mary McCormack, exploring the transformative potential of technology in the courtroom, its impact on underserved communities, and the lessons attorneys can learn to better serve their clients. Bridget Mary McCormack led the court in embracing technology and its transformative potential during her tenure as Chief Justice of the Michigan Supreme Court. Get ready for a thought-provoking episode filled with insights and inspiration.
Bridget is now the President and CEO of the American Arbitration Association International Centre for Dispute Resolution. With a remarkable career in the legal field, Bridget has been at the forefront of championing innovation and technology to improve access to justice. As a New York University Law School graduate, she began her legal career in New York City before joining the faculty at Yale Law School and later the University of Michigan Law School. Her dedication to the legal profession is evident through her various appointments and roles, including serving on The American Law Institute, the National Commission on Forensic Science, and the Michigan Judicial Council. Moreover, Bridget's work extends beyond the courtroom, as she actively contributes to legal education and publication efforts. As an Editor of the American Bar Association's prestigious Litigation Journal, she continues to shape and influence the legal landscape.
Join Bridget and me as we discuss the following three questions and more!
What are the three biggest takeaways the courts have learned from technology during COVID?
What are three ways technology has helped the underserved?
Bonus Question! What are three things that lawyers can learn about serving underserved population segments in addition to their existing clientele?
What are the three most common mistakes attorneys and the public make with using technology in the courtroom?In our conversation, we cover:
[00:54] Tech Setup on the Go: A Window into Bridget's Digital Arsenal
[12:40] Revolutionizing the Courts: Unveiling the Transformative Power of Technology
[16:19] The Unforeseen Benefits: Witness Comfort and Safety in Virtual Hearings
[20:12] Transforming Access to Justice: Empowering the Underserved through Technology
[21:42] Empowering Change: Equipping Attorneys to Serve the Underserved
[22:36] Democratizing Legal Solutions: Embracing DIY Platforms in Access to Justice Solutions
[23:19] Unleashing the Potential: Three Tools for a Transformed Legal Landscape
[27:27] Navigating the Technological Terrain: Common Mistakes in the Courtroom
Resources:
Connect with Bridget:
LinkedIn: linkedin.com/in/bridget-mary-mccormack-26700b30/
Email: [email protected]
Hardware mentioned in the conversation:
Lenovo ThinkPad: lenovo.com/lk/en/laptops/thinkpad/c/THINKPAD
Logitech 4K webcam: logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html
Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
Shure MV7 microphone: shure.com/en-US/products/microphones/mv7?variant=MV7-K
Bose Aviation Headsets: bose.com/en_us/products/headphones/aviation_headsets.html
Software and Apps mentioned in the conversation:
Overcast: overcast.fm/
Hello Divorce: hellodivorce.com/
* To “MacGyver something” according to ChatGTP 4: a common slang term, derived from the title character of a popular American TV series called "MacGyver," which originally aired in the 1980s and was later rebooted.
In the show, Angus MacGyver, portrayed by Richard Dean Anderson, was a resourceful and clever secret agent known for his ability to solve complex problems and escape dangerous situations using unconventional and makeshift solutions. He would often utilize everyday objects and his scientific knowledge to create devices or tools on the spot, allowing him to overcome obstacles in creative ways.
Therefore, when someone says they're going to "MacGyver" something, it means they are going to find a clever and inventive way to solve a problem using whatever materials or resources are available to them. It's a term that highlights ingenuity and resourcefulness in finding practical solutions to challenges.
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Welcome to a captivating episode of our podcast, where we embark on a thrilling journey with Tracy Troyer, a trailblazing attorney and automation enthusiast.
Tracy Troyer is an accomplished attorney with three decades of experience practicing law. As the owner of her law firm, she partners with one other attorney to provide personalized legal services. Specializing in estate planning, trust administration, and asset protection for family legacies, Tracy works closely with individuals and families to ensure their long-term financial security. Join Tracy and me as we talk about how she uses her innovative AI programs to help keep track of her clients and more!
Enjoy!
Join Tracy and me as we discuss the following three questions and more!
What are Tracey's top three favorite automation tools or processes?
What are the three automation tasks that individuals can easily accomplish today?
What are the three critical lessons from transitioning from a pen-and-paper workflow to a more digital work life?
In our conversation, we cover the following:
[00:08] Embracing Technology: Tracy's Current Tech Setup
[12:35] Harnessing Automation: From Client Intake Forms to Payroll Efficiency
[23:04] Unlocking Efficiency: Three Automation Tools for Streamlining Workflows
[35:22] Lessons Learned: Navigating the Transition from Pen and Paper to a Digital Work Life
[46:23] Connecting Attorneys and Automation: Exploring AccessioDocs and more.
Resources:
Connect with Tracy:
LinkedIn: linkedin.com/in/tracy-troyer
Website: troyergood.com/
Software & Cloud Services mentioned in the conversation:
Acuity: acuityscheduling.com/#gref
AnyDesk: anydesk.com
Clio: clio.com/features/legal-crm-software/
Fluxus: fluxteam.net/
Gavel: gavel.io/
Hazel: macupdate.com/app/mac/22694/hazel
Macro Scheduler: mjtnet.com/
Parallels Access: parallels.com/products/access/
QuickBooks: quickbooks.intuit.com/online/
Rocket Matter: rocketmatter.com/features/rocketmatter-legal-crm/
Smokeball: smokeball.com/blog/law-practice-management-software-an-ultimate-guide
Text Expander:textexpander.com
Zapier: zapier.com/
Zelle: zellepay.com/
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