Episodios
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For the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively.
[SPONSORED BY ROCKETMATTER]
Episode Highlights
15:41 - Introducing the “Sticklefish” metaphor for work.
39:26 - Brooke’s five essential AR puzzle pieces.
58:53 - Discussing individualized law firm metrics.
1:04:39 - Customizable dashboards for law firms.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and Brooke Lively [email protected] [email protected] https://cathcap.com/ https://www.profitsolv.com/ https://www.rocketmatter.com/ -
I talked with an immigration attorney who executed a plan to grow her law firm from a solo practice.
Episode Highlights
01:08 - Revamping an immigration law firm.
03:39 - Favorite cold-weather drinks.
06:06 - Transition from nonprofit to for-profit law.
07:52 - The influence of “the patriarchy” in career decisions.
10:33 - Challenges of constructing a work-life balance with a partner.
13:10 - The journey from solo practice to a larger firm.
14:59 - Importance of team and roles in firm expansion.
19:59 - Decision to rebrand and create a new website.
22:12 - Transitioning from lawyer to business owner.
25:41 - Selecting the right technology tools for law practice.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Ellen Sullivan [email protected] https://cambridgeimmigrationlaw.com/ -
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We explored the viability of contract lifecycle management software in the legal space, including AI features and integrations.
Episode Highlights
18:00 - Expansion beyond legal teams.
24:00 - AI’s role in contract management.
30:00 - Automatic redlining feature.
36:00 - Importance of integration.
49:00 - Generative AI’s potential and limits.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kristin Riviello http://cobblestonesoftware.com/ https://www.linkedin.com/in/kristin-riviello -
For the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights
Episode Resources Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford [email protected] https://www.profitsolv.com/ https://www.timesolv.com/
10:41 - Challenges Lawyers Face with Money.
12:00 - Importance of Fee Schedules for Lawyers.
14:30 - Engagement Agreements as Client Relationships.
19:52 - Need for Passive Timekeeping.
27:40 - Technology Platforms for Law Firms.
31:43 - Effective Use of Software for Lawyers.
37:11 - Comprehensive Marketing Plans for Legal Practice.
40:36 - CRM’s Role in Legal Marketing. -
I talked with an expert in the space about how to utilize and implement AI to use more effectively generate and manage law firm documents.
Episode Highlights
10:55 - AI-related skills for lawyers.
13:30 - Importance of prompt building.
16:15 - Comparison to Lexis and Westlaw innovations.
19:45 - Necessity of AI usage policies in law firms.
24:05 - Security protocols for AI use in law firms.
28:00 - Client-driven demand for AI.
32:15 - AI’s potential impact on legal professionals’ workload and efficiency.
36:50 - Document management systems’ role in AI integration.
38:00 - Benefits of a metadata-enriched environment.
43:20 - Workflow automation for repetitive tasks.
46:00 - Positive outcomes from AI adoption in legal fields.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Jennifer Poon https://www.netdocuments.com/ https://www.linkedin.com/in/jennifer-poon-4638392a/ -
I spoke with legendary solo & small firm lawyer advocate Carolyn Elefant, about how solo practice has changed, how attorneys should be using AI & how ethics rules may be holding them back + the impact of women-owned law firms in the legal ecosystem.
Episode Highlights
13:08 - Discussion on the complexities and training required for energy regulatory work.
14:11 - Evolution and challenges of running a solo practice in the energy sector.
19:32 - Reflection on how starting a firm provided control and flexibility, especially for women.
26:20 - Innovations brought by solo and small firm practices through technology.
28:10 - Elevated importance of entrepreneurial skills in legal practice.
30:45 - The impact of women-owned firms on the legal ecosystem and work culture.
35:00 - Advocacy for better models in law practice to support women in leadership roles.
39:46 - Legal tech revolution: Professionalization of solo and small firms through technology.
41:59 - Role of AI in enhancing legal work efficiency and managing tasks.
45:39 - Practical barriers preventing lawyers from adopting AI tools.
48:33 - Discussion on current bar rules around AI ethics and the limitations they impose.
53:10 - Future outlook: Increased handling of marginal cases and higher quality services
through AI.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Carolyn Elefant https://lawofficesofcarolynelefant.com/ https://myshingle.com/ -
For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!)
[SPONSORED BY COSMOLEX]
Episode Highlights
05:50 - Introducing cryptid corner: intriguing and fun.
07:45 - Donna’s pick: Oklahoma octopus legend.
13:10 - Jared’s clue for software trouble: frustration triggers.
13:52 - Reason for frustration: pricey, slow, ineffective software.
16:20 - Role of consultants in smooth transitions.
20:40 - Indicators for needing new software.
23:15 - Consulting specialists ease transitions.
25:39 - Importance of testing and transparency in software rollout.
31:30 - Unified firm involvement for better buy-in.
38:39 - Relevant software integrations matter.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and Donna Brown [email protected] [email protected] https://www.profitsolv.com/ https://www.cosmolex.com/ http://beyondsquareone.com/ -
I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence.
Episode Highlights
09:36 - Impact of AI on Google Ads.
14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire
Interactive.
40:14 - Importance of Proper Conversion Tracking on Google Ads.
57:00 - Setting Up Effective Landing Pages for Higher Conversion Rates.
1:15:00 - Overview of Automated Campaigns and AI in Google Ads.
1:33:40 - Potential Ethical Violations with AI-Generated Ad Copies.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Desire’e Martinelli https://esquireinteractive.com/ -
I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better.
Episode Highlights
09:40 - Starting a law practice right out of law school.
13:13 - Importance of mentorship and professional organizations for solo practitioners.
14:52 - Experimenting with legal tech: Practice management software.
17:20 - The importance of choosing the right practice management software.
21:36 - Direct vs. indirect software integrations.
26:14 - Benefits of owning office space vs. leasing.
28:50 - Marketing strategies for a new law practice.
34:39 - Leveraging Google Reviews for law practice growth.
37:47 - Collaboration with a marketing agency.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Manny Gonzalez [email protected] https://gonzalezlegaloffice.com/ https://www.mycase.com/ https://www.docketwise.com/ https://www.lawpay.com/ https://www.startingoutsolo.com/ -
For the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.)
[SPONSORED BY ROCKETMATTER]
Episode Highlights
32:00 - Modern payment systems for law firms.
33:40 - Discussion on accepting cash and challenges associated with it.
35:30 - Taking payments by check and associated security risks.
39:00 - Benefits of ACH (Automated Clearing House) payments for law firms.
41:30 - Credit vs. Debit card payments - understanding fee dynamics.
45:00 - Concept of Integrated Payment Solutions.
50:00 - Real-life example of payment inconvenience affecting business.
54:30 - Importance of PCI (Payment Card Industry) compliance.
57:45 - Ethics of accepting cryptocurrency payments in legal practice.
1:05:30 - Automation in payment processes - setting up alerts and payment plans.
1:08:30 - Benefits of integrated reporting systems in legal practice management.
1:12:00 - The significance of maintaining and updating a law firm’s website.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and TJ Kerr [email protected] [email protected] https://www.profitsolv.com/ https://www.rocketmatter.com/ -
I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so.
Episode Highlights
03:35 - Rachael shares lesser-known tourist tips for Washington D.C.
05:55 - Best D.C. monument views from the Post Office Pavilion.
10:20 - Rachael’s strategy to avoid Above the Law during Summer Associate events.
13:00 - Rachael’s founder story - from recruiting to professional development.
15:50 - Creating software during the pandemic for handling feedback in law firms.
26:35 - Overview of professional development tech tools and companies.
30:19 - Addressing generational communication challenges in law firms.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Rachael Bosch https://fringepd.com/ https://start.florecruit.com/ https://www.hotshotlegal.com/ https://praktio.com/ https://www.skillburst.com/ https://www.altaclaro.com/ https://getcandorly.com/ -
I talked with managing attorney at the largest eviction law firm in New Jersey, about how he implemented processes into his business, and even built his own software.
Episode Highlights
05:28 - Transition from farming and a trailer park to law.
09:16 - Introduction to legal systems: Work smarter, not harder.
12:01 - Transition to landlord-tenant law and the appeal of clear regulations.
13:31 - The impact of the pandemic on landlord-tenant law.
17:56 - Challenges of new eviction filing requirements during the pandemic.
21:47 - Delegation and efficiency: the hierarchical approach.
26:33 - Custom technology solutions for law practices.
29:29 - Savings and efficiency with eviction-filing software.
34:36 - Future of AI and its impact on the legal profession.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Travis Richards https://newjerseyevictionlaw.com/ -
I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic.
Episode Highlights
01:07 - Lawyers’ relationship with technology.
01:40 - Focus on solo law practice.
02:16 - Setting the stage for non-pitch discussions.
02:35 - Intro to guest and unique dog breed.
04:41 - Emotionally supportive dog and busy lifestyle.
09:56 - Transition from busy trial practice to ADR.
13:14 - Switching practice approach influenced by life and job changes.
18:15 - Moving IT and practice management to the cloud.
22:44 - Redesigning the website for better client interaction.
24:19 - Personal branding with logos.
25:29 - Implementation of MacBooks to enhance mobility.
27:39 - Choice of Quicken for bookkeeping from anywhere.
29:06 - Future projects including writing and a new website.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Valerie Botter https://www.botterlaw.com/ -
I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish.
Episode Highlights
08:40 - Transition from haunting to e-discovery.
09:18 - Reasons law firms seek e-discovery vendors.
11:59 - Types of data encountered in e-discovery.
13:40 - Importance of maintaining data integrity in collections.
15:06 - Explanation of metadata and its significance.
18:28 - Common pitfalls in e-discovery processes.
20:38 - Explanation of EDRM (Electronic Discovery Reference Model).
25:05 - Processing and reviewing large data sets.
29:19 - Use of Technology Assisted Review (TAR).
32:00 - Continuous Active Learning in e-discovery.
40:20 - Future of AI in e-discovery.
45:00 - Effective internal operations for e-discovery partnerships.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Shree Sharma https://x.com/cincinnatizoo -
I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss!
Episode Highlights
05:15 - Favorite international city: Elba Island.
09:23 - Moving to Wyoming and shaping a small town practice.
11:28 - Starting a law firm with ski defense.
13:45 - Federal court practice in Yellowstone.
18:15 - Marijuana charges in Yellowstone.
25:00 - Transitioning to personal injury and civil litigation.
29:00 - Using Microsoft Dynamics for law firm management.
32:59 - Challenges with Microsoft Dynamics and tech integration.
39:30 - Technology investments and evolving strategies.
44:35 - Boundless Life: Digital nomad family program.
47:44 - Running law firm operations from abroad.
54:10 - Business ventures beyond legal practice.
59:30 - Entrepreneurial decisions and idea evaluation.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Alex Freeburg http://tetonattorney.com https://www.boundless.life/ http://startinwyoming.com/ -
For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights
03:46 - Joyce discusses the Windigo from Algonquian mythology.
10:39 - Definition and history of AI.
12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware.
14:48 - Importance of understanding AI limitations and biases.
19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI.
28:32 - AI hallucinations and the Matta case from New York.
33:36 - Vetting AI tools and importance of legal-specific solutions.
36:20 - Overview of ProfitSolv’s AI features in Rocket Matter.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.timesolv.com/ http://profitsolv.com https://www.lawnext.com/wp-content/uploads/2024/06/Joint-Formal-Opinion-2024-200.pdf https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html -
I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too!
Episode Highlights
08:04 - Founding Cherry Tree Legal – Brendan’s journey from solo practice to partnership.
10:15 - Initiating Change – The spontaneous move to start a new firm.
17:51 - Overcoming Fear – Brendan’s acknowledgment of fear in solo practice and growth
after partnership.
22:10 - Estate Planning and Real Estate Practice – Incorporating new areas of law.
27:57 - Setting Up Ancillary Businesses – The structure and reasons behind establishing a
title company.
32:09 - Real Estate Investment – Diversifying into commercial real estate investments.
35:32 - Critique of Legal Market – Brendan’s insight on wealth creation limitations within law
practice.
38:32 - Non-Lawyer Ownership in Law Firms – Discussing the potential and necessity for
private equity in law firms.
50:33 - Importance of Tech in Law Practice – Tools and software Brendan uses to streamline
his practice.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Brendan Ward http://cherrytreelegal.com -
I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future.
Episode Highlights
11:00 - Key Uses and Benefits of Voice Technology for Lawyers
18:10 - Cloud-Based Platforms for Remote Working
19:50 - Speech Recognition: From Dragon to Microsoft Integration
23:40 - Handling Security Concerns with Cloud Adoption
26:30 - Real-Time Collaboration through Voice Technology
31:40 - API Integrations with Other Legal Software
34:50 - The Role of Artificial Intelligence
36:40 - VIP Collaboration with Microsoft
38:15 - Future of Voice TechnologyEpisode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Caroline Cantelon [email protected] https://www.speechlive.com/ https://www.linkedin.com/in/caroline-cantelon-20313631/ -
I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!
Episode Highlights
04:58 - Michael and Rob’s decision to partner
06:00 - First trial success story
09:49 - Strategy of focusing on trial cases and high-value settlements
12:04 - Importance of team dynamics and mentorship
14:10 - Discussing firm logistics and financial planning
15:49 - Trust and transparency in partnership decisions
18:22 - Marketing strategies - referrals and client trust
23:40 - Combining firm’s technologies and choosing common software
26:10 - Customizing Filevine software
27:53 - Challenges in implementing new technology
30:57 - Use of AI for preparing depositions and medical chronologies
33:14 - AI tools integrated in trial preparation
34:22 - Reporting and tracking key metrics in the firm
36:55 - Importance of delegation to focus on core strengthsEpisode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Robert Welcenbach and Michael Karp [email protected] [email protected] https://trialwi.com/ https://www.filevine.com/ https://openai.com/chatgpt/ https://otter.ai/ https://www.notion.so/ https://www.litsoftware.com/transcriptpad https://www.litsoftware.com/trialpad https://acrobat.adobe.com/us/en/ https://evermap.com/ https://ramp.com/ -
I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload.
Episode Highlights
04:32 - Discussion on Portuguese heritage and culture.
06:45 - Background of Garcia’s and Philips’; families.
10:07 - Shift to discussing legal topics.
10:22 - Introduction to outsourcing in a high-end litigation context.
11:04 - Explanation of the Law Clerk platform.
11:59 - Hits and misses using outsourced platforms.
14:48 - Example of a successful outsourced project.
20:00 - Discussing deadlines and issues with outsourced work.
22:36 - Potential pitfalls and challenges of outsourcing, including time zone differences.
24:49 - Impact of high-quality contractors leaving platforms.
25:45 - Debate on AI versus human contractors.
27:47 - Importance of law school interns and long-term benefits.
28:38 - The value of physical teams vs. remote contractors.
30:22 - Co-counseling as an alternative to scaling.
31:47 - Avoiding scale but leveraging varied talents.
32:52 - Discussion on using outsourcing to punch above firm weight.
35:30 - Summarizing benefits and challenges of outsourcing.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Carlin Phillips and Andrew Garcia [email protected] [email protected] https://www.phillipsgarcialaw.com/ https://southcoastestateplanning.com/ - Mostrar más
