I interviewed several vendor reps about the features and latest developments in law practice management software.  Highlights  Who are today’s guests? - 1:15 Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41 What is happening in the world of legal tech? - 5:51 What a lawyer should do during an acquisition? - 7:10 What does acquisition mean for attorneys? - 8:38 What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? - 12:06 The strategies for lawyers in uncertain times. - 20:09 Integration of case management software and other software: Are there specific integrations needed? - 28:16 Integration versus data privacy and security. - 33:38 The biggest misconception lawyers have about law practice management. - 38:45   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Dov Slansky, Jim Garrett, Colin Li and Igor Selizhuk https://www.smartadvocate.com/ https://www.litify.com/ https://joinparadigm.com/ https://assemblysoftware.com/  

I interviewed several vendor reps about the features and latest developments in law practice management software. Highlights <ul> <li>Who are today’s guests? - 1:15</li> <li>Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41</li> <li>What is happening in the world of legal tech? - 5:51</li> <li>What a lawyer should do during an acquisition? - 7:10</li> <li>What does acquisition mean for attorneys? - 8:38</li> <li>What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? - 12:06</li> <li>The strategies for lawyers in uncertain times. - 20:09</li> <li>Integration of case management software and other software: Are there specific integrations needed? - 28:16</li> <li>Integration versus data privacy and security. - 33:38</li> <li>The biggest misconception lawyers have about law practice management. - 38:45 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Dov Slansky, Jim Garrett, Colin Li and Igor Selizhuk</li> <li><a href="https://www.smartadvocate.com/" rel="nofollow" target="_blank">https://www.smartadvocate.com/</a></li> <li><a href="https://www.litify.com/" rel="nofollow" target="_blank">https://www.litify.com/</a></li> <li><a href="https://joinparadigm.com/" rel="nofollow" target="_blank">https://joinparadigm.com/</a></li> <li><a href="https://assemblysoftware.com/" rel="nofollow" target="_blank">https://assemblysoftware.com/</a> </li> </ul>

Practice Management 

I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams.  Highlights  Are Australian children’s television as amazing as it seems to those living in Australia? - 3:36 What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20 Is it cheaper to go with a cloud tool than a legacy? - 7:31 Can you combine legal matters and spending management? How will it affect the software that the legal team will use? - 9:25 How integrating two separate categories into one software can affect the marketplace. - 11:10 The different kinds of business intelligence software should take a look at. - 12:11 How a change in mindset has affected the software. - 14:27 What you should look for, in terms of legal matter management, in an in-house team? - 16:50 The kind of efforts Jodie Baker’s team has embarked on. - 19:00 Advice to women who are interested in starting in technology. - 22:33   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jodie Baker https://www.xakiatech.com/ https://www.xakiatech.com/about/jodie-baker https://au.linkedin.com/in/jodiebakerxakia  

I spoke with Jodie Baker of Xakia Technologies about how legal matter management software can help in-house teams. Highlights <ul> <li>Are Australian children’s television as amazing as it seems to those living in Australia? - 3:36</li> <li>What democratization of legal technology means to Jodie and why is it valuable in the legal tech space? - 5:20</li> <li>Is it cheaper to go with a cloud tool than a legacy? - 7:31</li> <li>Can you combine legal matters and spending management?</li> <li>How will it affect the software that the legal team will use? - 9:25</li> <li>How integrating two separate categories into one software can affect the marketplace. - 11:10</li> <li>The different kinds of business intelligence software should take a look at. - 12:11</li> <li>How a change in mindset has affected the software. - 14:27</li> <li>What you should look for, in terms of legal matter management, in an in-house team? - 16:50</li> <li>The kind of efforts Jodie Baker’s team has embarked on. - 19:00</li> <li>Advice to women who are interested in starting in technology. - 22:33 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Jodie Baker</li> <li><a href="https://www.xakiatech.com/" rel="nofollow" target="_blank">https://www.xakiatech.com/</a></li> <li><a href="https://www.xakiatech.com/about/jodie-baker" rel="nofollow" target="_blank">https://www.xakiatech.com/about/jodie-baker</a></li> <li><a href="https://au.linkedin.com/in/jodiebakerxakia" rel="nofollow" target="_blank">https://au.linkedin.com/in/jodiebakerxakia</a> </li> </ul>

Legal Matter Management Software

I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.  Highlights  Who is Brooke Lively? The place she enjoys the most. - 4:02 What Key Performance Indicator is and what does it have to do with law firms? - 5:01 The importance of knowing your firm’s Key Performance Indicators. - 6:11 Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40 What law firms should be looking at and monitoring. - 8:41 The AR is created in the sales call: How does that work? - 12:05 Creating the process of having a fee agreement in your contract. - 13:27 What’s an evergreen retainer? - 14:36 The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13 What’s the best accounting tool for law firms? - 23:11   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Brooke Lively https://www.cathcap.com/ https://www.cathcap.com/brooke-lively-bio https://www.linkedin.com/in/brookelively  

I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools. Highlights <ul> <li>Who is Brooke Lively?</li> <li>The place she enjoys the most. - 4:02</li> <li>What Key Performance Indicator is and what does it have to do with law firms? - 5:01</li> <li>The importance of knowing your firm’s Key Performance Indicators. - 6:11</li> <li>Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40</li> <li>What law firms should be looking at and monitoring. - 8:41</li> <li>The AR is created in the sales call: How does that work? - 12:05</li> <li>Creating the process of having a fee agreement in your contract. - 13:27</li> <li>What’s an evergreen retainer? - 14:36</li> <li>The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13</li> <li>What’s the best accounting tool for law firms? - 23:11 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Brooke Lively</li> <li><a href="https://www.cathcap.com/" rel="nofollow" target="_blank">https://www.cathcap.com/</a></li> <li><a href="https://www.cathcap.com/brooke-lively-bio" rel="nofollow" target="_blank">https://www.cathcap.com/brooke-lively-bio</a></li> <li><a href="https://www.linkedin.com/in/brookelively" rel="nofollow" target="_blank">https://www.linkedin.com/in/brookelively</a> </li> </ul>

Law Firm Financial Management

I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice.  Highlights  David’s approach of using Zoom backgrounds for conferences. - 2:30 What access to justice is. - 4:12 Experimenting with limited scope representations. - 7:27 To what extent do for-profit companies solve the problem? - 11:39 Views on document assembly and outworks, and access to justice issues. - 13:15 Improvements are being made to e-filing and access to justice. - 16:19 What Natural Language Processing is. - 19:50   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with David Colarusso https://www.suffolk.edu/academics/faculty/d/c/dcolarusso https://www.linkedin.com/in/colarusso  

I talked with David Colarusso of Suffolk University Law School about technology that promotes access to justice. Highlights <ul> <li>David’s approach of using Zoom backgrounds for conferences. - 2:30</li> <li>What access to justice is. - 4:12</li> <li>Experimenting with limited scope representations. - 7:27</li> <li>To what extent do for-profit companies solve the problem? - 11:39</li> <li>Views on document assembly and outworks, and access to justice issues. - 13:15</li> <li>Improvements are being made to e-filing and access to justice. - 16:19</li> <li>What Natural Language Processing is. - 19:50 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with David Colarusso</li> <li><a href="https://www.suffolk.edu/academics/faculty/d/c/dcolarusso" rel="nofollow" target="_blank">https://www.suffolk.edu/academics/faculty/d/c/dcolarusso</a></li> <li><a href="https://www.linkedin.com/in/colarusso" rel="nofollow" target="_blank">https://www.linkedin.com/in/colarusso</a> </li> </ul>

Technology for Access to Justice

I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments.  Highlights  Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43 The benefits of e-discovery software for lawyers. - 4:15 The trends in e-discovery that law firms should be aware of. - 6:58 Should a smaller firm utilize a different software? - 8:14 The trends in the software product. - 10:34 The table stakes for me: The baseline features and things that I should be looking for when buying software. - 13:57 The additional software to make the software function better from an e-discovery standpoint. - 16:33   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jeffrey Wolff https://ipro.com/ https://www.linkedin.com/in/jeffreymwolff  

I talked with Jeffrey Wolff of iPro about trends in eDiscovery affecting law firms and corporate legal departments. Highlights <ul> <li>Icebreaker: Jeffrey’s guilty pleasure food that he’s not telling anyone about. - 2:43</li> <li>The benefits of e-discovery software for lawyers. - 4:15</li> <li>The trends in e-discovery that law firms should be aware of. - 6:58</li> <li>Should a smaller firm utilize a different software? - 8:14</li> <li>The trends in the software product. - 10:34</li> <li>The table stakes for me: The baseline features and things that I should be looking for when buying software. - 13:57</li> <li>The additional software to make the software function better from an e-discovery standpoint. - 16:33 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Jeffrey Wolff</li> <li><a href="https://ipro.com/" rel="nofollow" target="_blank">https://ipro.com/</a></li> <li><a href="https://www.linkedin.com/in/jeffreymwolff" rel="nofollow" target="_blank">https://www.linkedin.com/in/jeffreymwolff</a> </li> </ul>

eDiscovery

I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices.  Highlights  March Madness: What happened to the NCAA tournament? - 3:05 What are the practical effects on operations of law firms focusing more on customer experience? - 5:21 Why is it important for law firms to have a dedicated CRM? - 6:46 Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43 The common mistakes that law firms are making with their intake processes. - 13:17 Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36 How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39 How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46 Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59 The three things law firms can do to supercharge their intake process. - 27:50   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Niki Black, Sara Bottorff, and Dan Jacobs https://www.mycase.com/ https://lawmatics.com/ https://lawruler.com/  

I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices. Highlights <ul> <li>March Madness: What happened to the NCAA tournament? - 3:05</li> <li>What are the practical effects on operations of law firms focusing more on customer experience? - 5:21</li> <li>Why is it important for law firms to have a dedicated CRM? - 6:46</li> <li>Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43</li> <li>The common mistakes that law firms are making with their intake processes. - 13:17</li> <li>Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36</li> <li>How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39</li> <li>How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46</li> <li>Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59</li> <li>The three things law firms can do to supercharge their intake process. - 27:50 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Niki Black, Sara Bottorff, and Dan Jacobs</li> <li><a href="https://www.mycase.com/" rel="nofollow" target="_blank">https://www.mycase.com/</a></li> <li><a href="https://lawmatics.com/" rel="nofollow" target="_blank">https://lawmatics.com/</a></li> <li><a href="https://lawruler.com/" rel="nofollow" target="_blank">https://lawruler.com/</a> </li> </ul>

CRM Software for Law Firms

Ernie Svenson

Jared welcomes Ernie Svenson for today's episode. Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method. Tune in to learn more about how automation works with paperless operations in law firms.  Highlights:  Ernie’s Svenson’s history and background - 1:48 Implementing processes in a law firm - 3:01 From practicing attorney to efficiency expert for other attorneys - 4:45 Processing information effectively with the help of a case map - 9:24 Choosing a wide-scale applicable procedure for your practice - 13:54 The benefit of transitioning to paperless documentation - 16:03 The importance of being open to learning something new patiently - 18:32 Integrating Loom videos - 22:05   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Ernie Svenson https://ernietheattorney.net/ https://www.linkedin.com/in/stephenseckler https://redcavelegal.com/  

Jared welcomes Ernie Svenson for today's episode. Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method. Tune in to learn more about how automation works with paperless operations in law firms. Highlights: <ul> <li>Ernie’s Svenson’s history and background - 1:48</li> <li>Implementing processes in a law firm - 3:01</li> <li>From practicing attorney to efficiency expert for other attorneys - 4:45</li> <li>Processing information effectively with the help of a case map - 9:24</li> <li>Choosing a wide-scale applicable procedure for your practice - 13:54</li> <li>The benefit of transitioning to paperless documentation - 16:03</li> <li>The importance of being open to learning something new patiently - 18:32</li> <li>Integrating Loom videos - 22:05 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Ernie Svenson</li> <li><a href="https://ernietheattorney.net/" rel="nofollow" target="_blank">https://ernietheattorney.net/</a></li> <li><a href="https://www.linkedin.com/in/stephenseckler" rel="nofollow" target="_blank">https://www.linkedin.com/in/stephenseckler</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a> </li> </ul>

Creating Systems with Ernie Svenson

Steve Seckler

Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode. Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success. After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of the industry's pioneers in legal marketing. Tune in to learn more about legal technology in plain English. Highlights:  Benefits, options, and latest developments in the legal space Steve’s business rebranding process Lawyers in marketing Helping clients with referral-based marketing How Zoom helped business networking and relationship building during the pandemic Content repurposing as a lawyer Technology is a great way to leverage time but not a substitute for relationships Different tools and software to help you   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jason Foscolo https://www.seckler.com/ https://www.linkedin.com/in/stephenseckler  

Jared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode. Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success. After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of the industry's pioneers in legal marketing. Tune in to learn more about legal technology in plain English. Highlights: <ul> <li>Benefits, options, and latest developments in the legal space</li> <li>Steve’s business rebranding process</li> <li>Lawyers in marketing</li> <li>Helping clients with referral-based marketing</li> <li>How Zoom helped business networking and relationship building during the pandemic</li> <li>Content repurposing as a lawyer</li> <li>Technology is a great way to leverage time but not a substitute for relationships</li> <li>Different tools and software to help you Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Jason Foscolo</li> <li><a href="https://www.seckler.com/" rel="nofollow" target="_blank">https://www.seckler.com/</a></li> <li><a href="https://www.linkedin.com/in/stephenseckler" rel="nofollow" target="_blank">https://www.linkedin.com/in/stephenseckler</a> </li> </ul>

Referral Marketing & Marketing Technology with Steve Seckler

For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC. Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more. Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the United States Marine Corps which honed his expertise in government ethics, criminal law, installation law, and contract law. Highlights:  How his experience is upon entering the Marine Corps contrary to what the movie shows What Jason Foscolo PLLC does and how it started Why did he make the decision to choose a brand name versus a traditional law firm name What the subscription law practice is and how it’s different from other practices How he manages payments from clients What he uses in terms of technology to organize himself   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jason Foscolo https://www.foodlawfirm.com/ https://www.linkedin.com/in/jason-foscolo-36589925  

For today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC. Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more. Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the United States Marine Corps which honed his expertise in government ethics, criminal law, installation law, and contract law. Highlights: <ul> <li>How his experience is upon entering the Marine Corps contrary to what the movie shows</li> <li>What Jason Foscolo PLLC does and how it started</li> <li>Why did he make the decision to choose a brand name versus a traditional law firm name</li> <li>What the subscription law practice is and how it’s different from other practices</li> <li>How he manages payments from clients</li> <li>What he uses in terms of technology to organize himself Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Jason Foscolo</li> <li><a href="https://www.foodlawfirm.com/" rel="nofollow" target="_blank">https://www.foodlawfirm.com/</a></li> <li><a href="https://www.linkedin.com/in/jason-foscolo-36589925" rel="nofollow" target="_blank">https://www.linkedin.com/in/jason-foscolo-36589925</a> </li> </ul>

Subscription Law Practice

What’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice? For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field. Lastly, Jared with two guests, discussed the current and future impact of artificial intelligence in legal software and on law practice.  Highlights  The guests. - 1:11 The Legal Week experience. - 2:22 People’s temperature on swag. - 4:33 Bridging the gap. - 6:52 Data management in legal. - 9:36 Buzzworthy topics in the legal tech field. - 13:19 The impact of AI in legal practices. - 19:27 What are they looking for in March 2022? - 24:04   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Catherine Casey and Nick Whitehouse https://www.linkedin.com/in/catherineacasey https://nz.linkedin.com/in/nick-whitehouse  

What’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice? For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field. Lastly, Jared with two guests, discussed the current and future impact of artificial intelligence in legal software and on law practice. Highlights <ul> <li>The guests. - 1:11</li> <li>The Legal Week experience. - 2:22</li> <li>People’s temperature on swag. - 4:33</li> <li>Bridging the gap. - 6:52</li> <li>Data management in legal. - 9:36</li> <li>Buzzworthy topics in the legal tech field. - 13:19</li> <li>The impact of AI in legal practices. - 19:27</li> <li>What are they looking for in March 2022? - 24:04 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Catherine Casey and Nick Whitehouse</li> <li><a href="https://www.linkedin.com/in/catherineacasey" rel="nofollow" target="_blank">https://www.linkedin.com/in/catherineacasey</a></li> <li><a href="https://nz.linkedin.com/in/nick-whitehouse" rel="nofollow" target="_blank">https://nz.linkedin.com/in/nick-whitehouse</a> </li> </ul>

Artificial Intelligence 

Think of this weekly podcast as the main-stage panel of our Legal Tech Non-Event, focused on how technology can benefit your bottom line and geared for an audience of luddite-leaning lawyers. “Fun” may even ensue — within reason, of course.

Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time? For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He touches an important topic that most firms look upon: Collecting accounts receivable. Scott cites the different ways law firms can use this for collection and how integrated payments can help these firms.  Highlights  Who is the guest today? - 1:17 Ways law firms can do a better job at capturing time. - 3:56 Why is there a need to keep track of time? - 7:01 Metrics to look at. - 9:22 Tactics for law firms to collect more of their accounts receivables. - 12:05 What’s an integrated payment for law firms? How can it help law firms collect money? - 14:30 Favorite feature of time and billing software. - 20:29    Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Scott Clasen https://www.linkedin.com/in/scott-clasen-4872288 https://www.profitsolv.com/ https://www.timesolv.com/  

Can technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time? For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He touches an important topic that most firms look upon: Collecting accounts receivable. Scott cites the different ways law firms can use this for collection and how integrated payments can help these firms. Highlights <ul> <li>Who is the guest today? - 1:17</li> <li>Ways law firms can do a better job at capturing time. - 3:56</li> <li>Why is there a need to keep track of time? - 7:01</li> <li>Metrics to look at. - 9:22</li> <li>Tactics for law firms to collect more of their accounts receivables. - 12:05</li> <li>What’s an integrated payment for law firms? How can it help law firms collect money? - 14:30</li> <li>Favorite feature of time and billing software. - 20:29 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Scott Clasen</li> <li><a href="https://www.linkedin.com/in/scott-clasen-4872288" rel="nofollow" target="_blank">https://www.linkedin.com/in/scott-clasen-4872288</a></li> <li><a href="https://www.profitsolv.com/" rel="nofollow" target="_blank">https://www.profitsolv.com/</a></li> <li><a href="https://www.timesolv.com/" rel="nofollow" target="_blank">https://www.timesolv.com/</a> </li> </ul>

Time, Billing and Payments

Jim McGinnis

With the advent of technology, will law firms move forward despite the pandemic? Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives. In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry.  Highlights  Welcoming Jim, CEO of MyCase - 1:10 Jim’s prior experiences serve as a ladder for his new role - 3:30 Thrive or die?: Technology in a pandemic - 5:33 Do you see lawyers backsliding after technology adoption? - 8:58 What is the Net Promoter Score? - 9:40 Tech challenges for lawyers: Why it is hard for law firms to delve into new technology - 10:55 Two things tech companies do to assist law firms in addressing the challenges - 12:17 Legal industry report on remote work and its future -13:27 Will the face-to-face events be back? - 15:31  Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jim McGinnis https://www.mycase.com/ https://www.linkedin.com/in/jamespmcginnis  

With the advent of technology, will law firms move forward despite the pandemic? Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives. In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry. Highlights <ul> <li>Welcoming Jim, CEO of MyCase - 1:10</li> <li>Jim’s prior experiences serve as a ladder for his new role - 3:30</li> <li>Thrive or die?: Technology in a pandemic - 5:33</li> <li>Do you see lawyers backsliding after technology adoption? - 8:58</li> <li>What is the Net Promoter Score? - 9:40</li> <li>Tech challenges for lawyers: Why it is hard for law firms to delve into new technology - 10:55</li> <li>Two things tech companies do to assist law firms in addressing the challenges - 12:17</li> <li>Legal industry report on remote work and its future -13:27</li> <li>Will the face-to-face events be back? - 15:31 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Jim McGinnis</li> <li><a href="https://www.mycase.com/" rel="nofollow" target="_blank">https://www.mycase.com/</a></li> <li><a href="https://www.linkedin.com/in/jamespmcginnis" rel="nofollow" target="_blank">https://www.linkedin.com/in/jamespmcginnis</a> </li> </ul>

MyCase Special Episode with Jim McGinnis

How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones? In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition.  Highlights  Who’s the guest today? - 1:11 Outlaw, the contract management platform. - 1:59 Icebreaker: Cain being a skier and a snowboarder. - 3:27 Tips for a young man on his first skiing adventure. - 4:46 Why did he feel it’s important to make the acquisition? - 6:16 Things to look for in a solution. - 10:30 The difference between how to use the product as a legal department in a large company and in an independent law firm? - 12:30 Balancing between ad hoc needs of specific clients. - 15:05 The next evolution that Cain sees in contract lifecycle management. - 16:22 Can contract lifecycle management assist in the staffing crisis? - 18:08 The most important field type that exists. - 20:00 How to get more information about Cain Elliott, Filevine, and Outlaw. - 20:50   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Cain Elliott https://www.filevine.com/ https://www.linkedin.com/in/cainelliott  

How does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones? In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition. Highlights <ul> <li>Who’s the guest today? - 1:11</li> <li>Outlaw, the contract management platform. - 1:59</li> <li>Icebreaker: Cain being a skier and a snowboarder. - 3:27</li> <li>Tips for a young man on his first skiing adventure. - 4:46</li> <li>Why did he feel it’s important to make the acquisition? - 6:16</li> <li>Things to look for in a solution. - 10:30</li> <li>The difference between how to use the product as a legal department in a large company and in an independent law firm? - 12:30</li> <li>Balancing between ad hoc needs of specific clients. - 15:05</li> <li>The next evolution that Cain sees in contract lifecycle management. - 16:22</li> <li>Can contract lifecycle management assist in the staffing crisis? - 18:08</li> <li>The most important field type that exists. - 20:00</li> <li>How to get more information about Cain Elliott, Filevine, and Outlaw. - 20:50 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Cain Elliott</li> <li><a href="https://www.filevine.com/" rel="nofollow" target="_blank">https://www.filevine.com/</a></li> <li><a href="https://www.linkedin.com/in/cainelliott" rel="nofollow" target="_blank">https://www.linkedin.com/in/cainelliott</a> </li> </ul>

Contract Management

In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm. Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time.  Highlights  Starting off with Ground Hog Day - 2:00 Stuck in the time loop with document management - 2:37 Managing workflows through software - 4:05 Evolution of document management over the past 3 decades - 6:11 Pressing on heightened data security: protection of users - 11:07 Attorneys are not technologists - 13:10 Incorporating more document management technology on courts and law firms - 14:00 Artificial Intelligence in simplifying evidence management - 19:10 Future of document management - 21:02    Episode Resources  Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Alvin Tedjamulia https://www.linkedin.com/in/alvin-tedjamulia-a3492a12 https://www.netdocuments.com/ Connect with Elizabeth Vanneste https://www.linkedin.com/in/elizabeth-vanneste-ba43b3 https://viqsolutions.com/  

In this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm. Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time. Highlights <ul> <li>Starting off with Ground Hog Day - 2:00</li> <li>Stuck in the time loop with document management - 2:37</li> <li>Managing workflows through software - 4:05</li> <li>Evolution of document management over the past 3 decades - 6:11</li> <li>Pressing on heightened data security: protection of users - 11:07</li> <li>Attorneys are not technologists - 13:10</li> <li>Incorporating more document management technology on courts and law firms - 14:00</li> <li>Artificial Intelligence in simplifying evidence management - 19:10</li> <li>Future of document management - 21:02</li> </ul> Episode Resources <ul> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Alvin Tedjamulia</li> <li><a href="https://www.linkedin.com/in/alvin-tedjamulia-a3492a12" rel="nofollow" target="_blank">https://www.linkedin.com/in/alvin-tedjamulia-a3492a12</a></li> <li><a href="https://www.netdocuments.com/" rel="nofollow" target="_blank">https://www.netdocuments.com/</a></li> <li>Connect with Elizabeth Vanneste</li> <li><a href="https://www.linkedin.com/in/elizabeth-vanneste-ba43b3" rel="nofollow" target="_blank">https://www.linkedin.com/in/elizabeth-vanneste-ba43b3</a></li> <li><a href="https://viqsolutions.com/" rel="nofollow" target="_blank">https://viqsolutions.com/</a> </li> </ul>

Document Management

What’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows  and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data.   Highlights  The guests for today’s show: Who are they? - 1:15 Sharing their New Year’s Resolutions: Should you do it or are they cliche? - 2:52 The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09 The stats or KPIs that law firms should look for now. - 15:27 How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38 Why is having their own payment tools advantageous for lawyers and law firms? - 21:56 Can a law practice management system do a better job of integrating lead management and how? - 27:31 Law practice management software supporting the client interaction workflows. - 30:46   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao https://www.abacusnext.com/ https://moxtra.com/ https://www.clio.com/ https://www.filevine.com/ https://www.lawmatics.com/  

What’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows  and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data.  Highlights <ul> <li>The guests for today’s show: Who are they? - 1:15</li> <li>Sharing their New Year’s Resolutions:</li> <li>Should you do it or are they cliche? - 2:52</li> <li>The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09</li> <li>The stats or KPIs that law firms should look for now. - 15:27</li> <li>How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38</li> <li>Why is having their own payment tools advantageous for lawyers and law firms? - 21:56</li> <li>Can a law practice management system do a better job of integrating lead management and how? - 27:31</li> <li>Law practice management software supporting the client interaction workflows. - 30:46 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao</li> <li><a href="https://www.abacusnext.com/" rel="nofollow" target="_blank">https://www.abacusnext.com/</a></li> <li><a href="https://moxtra.com/" rel="nofollow" target="_blank">https://moxtra.com/</a></li> <li><a href="https://www.clio.com/" rel="nofollow" target="_blank">https://www.clio.com/</a></li> <li><a href="https://www.filevine.com/" rel="nofollow" target="_blank">https://www.filevine.com/</a></li> <li><a href="https://www.lawmatics.com/" rel="nofollow" target="_blank">https://www.lawmatics.com/</a> </li> </ul>

Law Practice Management Software

It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson &amp; Wilson. Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms.  Highlights  Who is the guest for today? - 1:16 Growing up with a guest ranch where celebrities would visit. - 2:04 What is metaverse and why should lawyers care about it? - 3:41 Changes in technology to implement metaverse. - 6:15 Cost of setting up: Is it difficult to do? - 10:28 Pitching the metaverse to clients. - 12:11 Building the avatar in a professional way. - 17:56 In addition to initial communication, how did Mitch end up engaging with people after the fact or staying on top of the mind?  - 21:56   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorrei https://twitter.com/RedCaveLegal Connect with Mitch Jackson http://jacksonwilson.com/  https://www.linkedin.com/in/mitchjackson?trk=public_post_share-update_actor-image https://www.instagram.com/mitchjackson  

It is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson &amp; Wilson. Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms. Highlights <ul> <li>Who is the guest for today? - 1:16</li> <li>Growing up with a guest ranch where celebrities would visit. - 2:04</li> <li>What is metaverse and why should lawyers care about it? - 3:41</li> <li>Changes in technology to implement metaverse. - 6:15</li> <li>Cost of setting up: Is it difficult to do? - 10:28</li> <li>Pitching the metaverse to clients. - 12:11</li> <li>Building the avatar in a professional way. - 17:56</li> <li>In addition to initial communication, how did Mitch end up engaging with people after the fact or staying on top of the mind?  - 21:56 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorrei" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorrei</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Mitch Jackson</li> <li><a href="http://jacksonwilson.com/" rel="nofollow" target="_blank">http://jacksonwilson.com/</a></li> <li><a href="https://www.linkedin.com/in/mitchjackson?trk=public_post_share-update_actor-image" rel="nofollow" target="_blank"> https://www.linkedin.com/in/mitchjackson?trk=public_post_share-update_actor-image</a></li> <li><a href="https://www.instagram.com/mitchjackson" rel="nofollow" target="_blank">https://www.instagram.com/mitchjackson</a> </li> </ul>

The Metaverse For Law Firms

What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement? For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology.  Highlights  Meet the guest today. - 1:27 What’s the favorite marathon that he’s done and what’s the favorite place of his wife whenever John forces her to tag along to? - 3:06 Why is it the wrong approach? - 6:34 People prefer going on a Space Mountain rather than going cleaning every six months. - 8:08 What is it gonna take for lawyers to move from analog to digital? - 9:11 One of the reasons John started his law firm. - 12:18 The belief is that every interaction should be really high touch. - 13:30 Convincing other attorneys who are not using technological tools to move away from the high-touch approach of running a law firm. - 13:57 Tools that law firms should be considering. - 15:50 The high touch concept: What John noticed over the years. - 18:15 “You’re doing a lot of effort for a client, especially for you as an attorney”: What’s his take? - 19:50 What’s a Client Care Team? - 20:46   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with John Strohmeyer https://www.strohmeyerlaw.com/ https://pod.link/1539196686 https://www.linkedin.com/in/johnthelawyer  

What does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement? For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology. Highlights <ul> <li>Meet the guest today. - 1:27</li> <li>What’s the favorite marathon that he’s done and what’s the favorite place of his wife whenever John forces her to tag along to? - 3:06</li> <li>Why is it the wrong approach? - 6:34</li> <li>People prefer going on a Space Mountain rather than going cleaning every six months. - 8:08</li> <li>What is it gonna take for lawyers to move from analog to digital? - 9:11</li> <li>One of the reasons John started his law firm. - 12:18</li> <li>The belief is that every interaction should be really high touch. - 13:30</li> <li>Convincing other attorneys who are not using technological tools to move away from the high-touch approach of running a law firm. - 13:57</li> <li>Tools that law firms should be considering. - 15:50</li> <li>The high touch concept: What John noticed over the years. - 18:15</li> <li>“You’re doing a lot of effort for a client, especially for you as an attorney”: What’s his take? - 19:50</li> <li>What’s a Client Care Team? - 20:46 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with John Strohmeyer</li> <li><a href="https://www.strohmeyerlaw.com/" rel="nofollow" target="_blank">https://www.strohmeyerlaw.com/</a></li> <li><a href="https://pod.link/1539196686" rel="nofollow" target="_blank">https://pod.link/1539196686</a></li> <li><a href="https://www.linkedin.com/in/johnthelawyer" rel="nofollow" target="_blank">https://www.linkedin.com/in/johnthelawyer</a> </li> </ul>

Digital Intake Strategies

Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams.  Highlights  What is the latest in the legal space? - 1:00 Value of leveraging software for managing matters - 4:40 Value Proposition Software on matter management of in-house legal teams - 6:15 How can software manage and control legal spending? - 7:42 Benchmarking legal insights - 10:45 How can we show value to the business? - 12:45 The help of software inside the legal department in making their case - 15:30 Pressures on legal teams - 17:23 Sam’s favorite software feature - 19:53 Matt’s favorite software feature - 21:25 Future trends in legal space - 24:07   Episode Resources Connect with Jared Correia https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal  Connect with Matt DenOuden and Sam Kidd: https://www.onit.com/ https://www.lawvu.com/ 

Jared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams. Highlights <ul> <li>What is the latest in the legal space? - 1:00</li> <li>Value of leveraging software for managing matters - 4:40</li> <li>Value Proposition Software on matter management of in-house legal teams - 6:15</li> <li>How can software manage and control legal spending? - 7:42</li> <li>Benchmarking legal insights - 10:45</li> <li>How can we show value to the business? - 12:45</li> <li>The help of software inside the legal department in making their case - 15:30</li> <li>Pressures on legal teams - 17:23</li> <li>Sam’s favorite software feature - 19:53</li> <li>Matt’s favorite software feature - 21:25</li> <li>Future trends in legal space - 24:07 Episode Resources</li> <li>Connect with Jared Correia</li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a> </li> <li>Connect with Matt DenOuden and Sam Kidd:</li> <li><a href="https://www.onit.com/" rel="nofollow" target="_blank">https://www.onit.com/</a></li> <li><a href="https://www.lawvu.com/" rel="nofollow" target="_blank">https://www.lawvu.com/</a></li> </ul>

Matter and Legal Spend Management Software

More law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data. But why are there still law firms that are not switching to eDiscovery software? Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a firm.   Highlights  Who are the guests for today? - 1:06 Thanksgiving question: In your house, is it dressing or stuffing? - 2:40 The value of eDiscovery software. - 5:19 How can you define defensibility for a law firm that’s yet to come across that term? - 9:19 What’s their personal favorite eDiscovery feature? - 10:26 Where is the software moving in the future? What are the trends people should be expecting to see? - 18:44 Implementation for first-time users: How can you get into the software for the first time and how easy is it to implement software like this? - 23:55 How to get more information about the guests. - 30:29    Episode Resources  Future Shock by Alvin Toffler Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://milyli.com/ https://www.indexed.io/ https://www.csdisco.com/  

More law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data. But why are there still law firms that are not switching to eDiscovery software? Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a firm. Highlights <ul> <li>Who are the guests for today? - 1:06</li> <li>Thanksgiving question: In your house, is it dressing or stuffing? - 2:40</li> <li>The value of eDiscovery software. - 5:19</li> <li>How can you define defensibility for a law firm that’s yet to come across that term? - 9:19</li> <li>What’s their personal favorite eDiscovery feature? - 10:26</li> <li>Where is the software moving in the future? What are the trends people should be expecting to see? - 18:44</li> <li>Implementation for first-time users: How can you get into the software for the first time and how easy is it to implement software like this? - 23:55</li> <li>How to get more information about the guests. - 30:29</li> </ul> Episode Resources <ul> <li><a href="https://www.goodreads.com/book/show/466537.Future_Shock" rel="nofollow" target="_blank">Future Shock by Alvin Toffler</a></li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a></li> <li>Connect with the Guests</li> <li><a href="https://milyli.com/" rel="nofollow" target="_blank">https://milyli.com/</a></li> <li><a href="https://www.indexed.io/" rel="nofollow" target="_blank">https://www.indexed.io/</a></li> <li><a href="https://www.csdisco.com/" rel="nofollow" target="_blank">https://www.csdisco.com/</a> </li> </ul>

eDiscovery Software

Do law firms need to upgrade their tools and software? What’s the best option to use? Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at.  Highlights  Who today’s guests are. - 1:19 The appropriate time to start listening to Christmas music. - 3:08 Why does it take people so long to start building front office software? - 5:29 Nick’s thoughts on why it took so long in the legal space. - 9:19 What’s the best pathway? - 14:38 The other used phases for CRM. - 21:01 Value of automations to law firms. - 27:16 Favorite KPI that law firms should be looking at. - 33:58   Episode Resources www.answeringlegal.com  www.lawmatics.com  www.filevine.com  Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal  

Do law firms need to upgrade their tools and software? What’s the best option to use? Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at. Highlights <ul> <li>Who today’s guests are. - 1:19</li> <li>The appropriate time to start listening to Christmas music. - 3:08</li> <li>Why does it take people so long to start building front office software? - 5:29</li> <li>Nick’s thoughts on why it took so long in the legal space. - 9:19</li> <li>What’s the best pathway? - 14:38</li> <li>The other used phases for CRM. - 21:01</li> <li>Value of automations to law firms. - 27:16</li> <li>Favorite KPI that law firms should be looking at. - 33:58 Episode Resources</li> <li><a href="http://www.answeringlegal.com" rel="nofollow" target="_blank">www.answeringlegal.com</a> </li> <li><a href="http://www.lawmatics.com" rel="nofollow" target="_blank">www.lawmatics.com</a> </li> <li><a href="http://www.filevine.com" rel="nofollow" target="_blank">www.filevine.com</a> </li> <li>Connect with Jared Correia</li> <li><a href="mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href="https://redcavelegal.com/" rel="nofollow" target="_blank">https://redcavelegal.com/</a></li> <li><a href="https://www.linkedin.com/in/jaredcorreia" rel="nofollow" target="_blank">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href="https://twitter.com/RedCaveLegal" rel="nofollow" target="_blank">https://twitter.com/RedCaveLegal</a> </li> </ul>

CRM Software for Law Firms 

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