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Outstanding in Our Field(s): Transitioning Into & Out of Case Management Software with Adriana Linares

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Manage episode 487956774 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.

Highlights

02:07 - Importance of addressing people and technology roadblocks.

03:10 - Modern to modern case management transition.

06:56 - The role of bookkeepers as roadblocks.

11:13 - Addressing partners who resist tech adoption.

15:50 - The critical first step in evaluating software.

17:45 - Adriana’s unexpected journey into owning a perfume shop.

24:25 - Increasing efficiency with case management systems.

26:32 - The necessity of using Microsoft 365 and Copilot.

31:33 - Exploring new PDF tools with Adobe AI.

35:39 - Integrating AI smartly into legal practices.

36:47 - The potential of AI for administrative tasks.

Episode Resources

  continue reading

166 episodes

Artwork
iconShare
 
Manage episode 487956774 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.

Highlights

02:07 - Importance of addressing people and technology roadblocks.

03:10 - Modern to modern case management transition.

06:56 - The role of bookkeepers as roadblocks.

11:13 - Addressing partners who resist tech adoption.

15:50 - The critical first step in evaluating software.

17:45 - Adriana’s unexpected journey into owning a perfume shop.

24:25 - Increasing efficiency with case management systems.

26:32 - The necessity of using Microsoft 365 and Copilot.

31:33 - Exploring new PDF tools with Adobe AI.

35:39 - Integrating AI smartly into legal practices.

36:47 - The potential of AI for administrative tasks.

Episode Resources

  continue reading

166 episodes

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