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Outstanding in Our Field(s): Transitioning Into & Out of Case Management Software with Adriana Linares
Manage episode 487956774 series 2891970
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
Connect with Jared Correia
Connect with Adriana Linares
166 episodes
Manage episode 487956774 series 2891970
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
Connect with Jared Correia
Connect with Adriana Linares
166 episodes
All episodes
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