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1 You're not supposed to be here and other Dad wisdom 29:22
29:22 
Play Later 
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LikedThe world often feels rigged. And this episode is a wake-up call to recognize the barriers that exist for those who don’t fit the traditional mold. In this episode, which is a kind of tribute to my dear departed Dad, I recount some powerful lessons from the man who was a brilliant psychiatrist and my biggest champion. He taught me that if something feels off about the environment you’re in, it probably is—and it’s absolutely hella-not your fault. We dare to break into the uncomfortable truth that many workplaces are designed for a very specific demographic, leaving neurodivergent individuals, particularly those on the autism spectrum, feeling excluded. I share three stories in which my Dad imparted to me more than my fair share of his wisdom, and I'm hoping you to can feel empowered. You'll learn that we can advocate for ourselves and others to create a more inclusive work culture. Newsletter Paste this into your browser if the newsletter link is broken - https://www.lbeehealth.com/ Join our Patreon - https://differentnotbrokenpodcast.com/patreon Mentioned in this episode: Sign Up For Our Newsletter Stay updated on all the things! Get added to our newsletter mailing list. Newsletter…
Trial by Fire - Artificial Intelligence as a Competitive Advantage for Litigation Firms with Kim Bookout
Manage episode 476971448 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 spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage.
Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kim Bookout
- kbookout@opus2.com
- https://www.opus2.com/
- https://www.linkedin.com/in/kim-bookout-496a8193/
161 episodes
ShareManage episode 476971448 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 spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage.
Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise.
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Kim Bookout
- kbookout@opus2.com
- https://www.opus2.com/
- https://www.linkedin.com/in/kim-bookout-496a8193/
161 episodes
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Adventures In Legal Tech
1 Revolutionary: Why AI Will Rewrite Legal Institutions with Justin Cary 29:35
29:35 Play Later Play Later Lists Like Liked29:35
Play Later Play Later Lists Like LikedI spoke with an attorney about how AI is changing, and will continue to change, the practice of law. Episode Highlights 03:29 - Trust issues with AI at law firms. 05:50 - Tribal law insights. 08:36 - AI in law: Career impact. 11:06 - Challenges of upskilling with AI. 14:10 - Data preparation importance. 18:34 - Dangers of premature regulation. 23:18 - AI agents in legal practice. 26:41 - Potential destabilization by AI. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Justin Cary https://dwmlaw.com/ JCary@dwmlaw.com https://dwmlaw.com/profile/justin-b-cary/…
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Adventures In Legal Tech
1 Take Off: Launching a Technology-Focused Personal Injury Law Firm with Rob Hartigan 30:01
30:01 Play Later Play Later Lists Like Liked30:01
Play Later Play Later Lists Like LikedI spoke with a personal injury attorney, who has started a technology-first law practice. Episode Highlights 04:26 - Discussion on AI tools for document referencing. 07:00 - Rob discusses starting a successful law practice. 10:28 - Experimenting with legal tech as a new law firm. 11:59 - Efficient management of PI medical records. 13:34 - Use of AI in settlement demands. 16:10 - Deposition software evolution. 20:46 - Market opportunity for case strength analysis software. 22:32 - Discussion on managing practice in different states. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Rob Hartigan https://lionhartlaw.com/…
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Adventures In Legal Tech
1 Trial by Fire - Artificial Intelligence as a Competitive Advantage for Litigation Firms with Kim Bookout 28:42
28:42 Play Later Play Later Lists Like Liked28:42
Play Later Play Later Lists Like LikedI spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage. Episode Highlights 02:14 - Defining this week’s challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2’s approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer’s biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim’s perspective. 26:56 - Using AI to enhance, not replace, legal expertise. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kim Bookout kbookout@opus2.com https://www.opus2.com/ https://www.linkedin.com/in/kim-bookout-496a8193/…
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Adventures In Legal Tech
1 Artificial Flavor - How AI Has & Will Irrevocably Change the Practice of Law with Stephen Embry 37:26
37:26 Play Later Play Later Lists Like Liked37:26
Play Later Play Later Lists Like LikedI talked with a legaltech journalist about the many ways in which artificial intelligence will impact the legal vertical. Episode Highlights 01:04 - Unique tech solutions for law firms. 01:43 - Generative AI’s impact on law practice. 03:00 - Stephen Embry joins as guest expert. 05:55 - Threat to the traditional law firm model. 09:40 - Shifting from billable hours to value-based fees. 14:51 - Tech Law Crossroads blog origin. 18:19 - Stephen’s South by Southwest experience. 21:08 - Valuing law work by outcome, not hours. 24:14 - Law automation: Replacing non-productive work. 27:40 - The challenge of AI in trial law. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Stephen Embry https://www.techlawcrossroads.com/…
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Adventures In Legal Tech
1 Site Unseen - How to Build & Maintain a Quality Law Firm Website with Michael Pratt 34:34
34:34 Play Later Play Later Lists Like Liked34:34
Play Later Play Later Lists Like LikedI talked with an expert in the space about how to create + keep updated a law firm website. Episode Highlights 01:21 - Real-life law firm scenarios. 02:04 - Building and maintaining law firm websites. 05:50 - Subscription model for websites. 06:56 - Website as a service (WaaS) strategy. 07:50 - Transitioning from trades to tech. 13:03 - Modern website design trends. 15:08 - Dealing with outdated websites. 16:12 - AI’s impact on SEO and content quality. 18:59 - The shift to quality content emphasis. 20:39 - AI in automating client onboarding. 25:11 - Convincing skeptics of AI benefits. 27:55 - Importance of personal branding online. 31:50 - Ensuring website security and compliance. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Michael Pratt michael@execuservices.net https://getwaas.io/…
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Adventures In Legal Tech
1 Team Up - How General Counsel & Legal Ops Can Work Together; LINK Acquired by L Suite with Stephanie Corey and Shaun Sethna 46:33
46:33 Play Later Play Later Lists Like Liked46:33
Play Later Play Later Lists Like LikedI spoke with general counsel and a legal operations professional about how those two disparate sets of professionals can work better together! Episode Highlights 04:22 - Miscommunication: every problem looks like a nail. 06:06 - Bridging gaps with strategic operations. 18:36 - Origin story of Link and L Suite. 28:50 - Reality check: Legal Ops vs tools mismatch. 37:36 - AI’s seismic impact in legal operations. 41:06 - Legal professionals’ growing interest in AI tools. 42:04 - Changing attitudes towards AI in law. 44:42 - Empathy and networking as keys to success. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Stephanie Corey and Shaun Sethna stephanie.corey@uplevelops.com shaun.sethna@lsuite.co https://uplevelops.com/ https://www.lsuite.co/ https://linkforlegal.com/…
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Adventures In Legal Tech
1 Match Point - Are Point Solutions All They're Cracked Up To Be? with Cain Elliott and Keegan Chapman 41:42
41:42 Play Later Play Later Lists Like Liked41:42
Play Later Play Later Lists Like LikedI spoke with two experts in the legaltech space about the value of unified software platforms for attorneys. Episode Highlights 03:17 - Overwhelmed by numerous tech solutions. 05:09 - Impact of AI on tech-business convergence. 06:06 - The cable-cutting analogy for software solutions. 07:16 - Merging law firms’ tech stacks. 08:54 - Change management: making tough decisions proactively. 10:29 - Humor on leap year births. 16:57 - Data silos in law firms and inefficiency. 18:02 - Email is not a storage solution. 20:02 - Importance of auditing tech tool usage. 21:54 - Importance of tool adoption and training across generations. 24:20 - Evaluation process when choosing a unified software platform. 31:34 - Potential of diffusion models for AI in legal tech. 37:06 - AI’s power is maximized within a platform. 38:11 - Legal tech should enhance predictability and efficiency. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Cain Elliott and Keegan Chapman https://www.filevine.com/ cainelliott@filevine.com keeganchapman@filevine.com…
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Adventures In Legal Tech
1 Full Circle - The Benefits of Contract Lifecycle Management Software for Law Firms and Legal Departments with Kristin Riviello 28:56
28:56 Play Later Play Later Lists Like Liked28:56
Play Later Play Later Lists Like LikedI spoke with an expert in the contract lifecycle management software space, about how the software helps lawyers. Episode Highlights 02:52 - Problem of the Week: Missing Contract Deadlines 04:43 - Guest Introduction: Kristen Riviello 05:49 - Automating the Contract Process 07:54 - Definition: Contract Lifecycle Management 09:55 - Importance of Post-Contract Execution Management 11:34 - Benefits of Contract Management Software 16:00 - Integration with Other Tools 22:19 - Adoption of Automation in Law Firms 26:44 - Impact of Artificial Intelligence in Contract Management 33:40 - Developing AI Features for Contract Management 35:57 - Chatbots and AI: Enhancing Legal Processes Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kristin Riviello https://www.cobblestonesoftware.com/ https://www.linkedin.com/in/kristin-riviello/…
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Adventures In Legal Tech
1 AI's Impact on Law Firms in 2025 with Franklyn Jones 30:14
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Play Later Play Later Lists Like LikedI talked with a legal marketer about the impacts of artificial intelligence on law practices in the coming year. Episode Highlights 05:50 - Coldest temperatures experienced 07:30 - Exploring the lawyer’s brain 10:05 - Overcoming aversion to tech change 12:32 - Modular law practice management 15:20 - AI vs. traditional billing methods 17:25 - Younger lawyers lean alternative billing 20:47 - ROI calculator for AI efficiency 24:54 - AI as a client expectation 26:17 - Customizing client-lawyer communication with AI 30:15 - AI impacting talent recruitment at firms 34:40 - Developing training programs for AI 36:20 - Need for AI training in law schools 38:38 - Brain chemistry and learning from mistakes 44:20 - Hallucinations in AI: a caution 45:10 - How lawyers can mitigate AI risk 48:55 - Cultural shift towards AI in law firms 55:40 - AI transformation of document management Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Franklyn Jones franklyn@rizeware.com https://rizeware.com/leadership/…
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Adventures In Legal Tech
1 A TimeSolv Festivus - Airing of Grievances, Feats of Strength, the Festivus Pole, Festivus Miracles & Festivus Dinner with Joyce Brafford and Scott Clasen 38:58
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Play Later Play Later Lists Like LikedFor the twelfth & final episode of our special series with ProfitSolv, we've got a Festivus extravaganza, with all the fixin's. But, don't worry - we found a way to smuggle in some legaltech & law firm management talk! So, get some hot chocolate & snuggle up to this very special podcast episode. Featuring guest host Joyce Brafford & guest Scott Clasen, both of ProfitSolv. [SPONSORED BY TIMESOLV] Episode Highlights 00:15 - Legal Tech Adoption Challenges 02:12 - ProfitSolv! Product Line Overview 04:47 - Festivus Origins and Seinfeld Reference 18:52 - Importance of Software Testing Before Deployment 20:10 - Challenges with Onboarding and Software Adoption 22:58 - Underutilized Tools: Workflow and Process Automation 24:15 - Effective Use of Legal Accounting Features 31:24 - Law Firm Collection Practices and Soft Collections 36:20 - Making Credit Card Acceptances Common in Firms 38:40 - Recommended TimeSolv Features: Project Management Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and Scott Clasen joyce.brafford@profitsolv.com scott.clasen@profitsolv.com https://www.profitsolv.com/ https://www.timesolv.com/…
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Adventures In Legal Tech
1 Why Lawyers Should Read Fiction Books & Other Tales with Kim Velk 32:50
32:50 Play Later Play Later Lists Like Liked32:50
Play Later Play Later Lists Like LikedI spoke with a bar association executive about reading works of fiction & how her state bar serves attorney members. Episode Highlights 03:38 - Kim Velk’s role at Vermont Bar Association. 04:53 - Snowy Vermont weather experience. 06:08 - Transition from practicing lawyer to education role. 08:15 - Importance of reading for relaxation and communication. 11:12 - Discovering and enjoying Hilary Mantel’s historical fiction. 12:44 - Discussing historical fiction and its appeal. 16:55 - Kim’s favorite authors and books. 18:11 - Bookstore vs. online book buying. 21:07 - Discussing current projects at Vermont Bar Association. 24:48 - Technology and AI education at bar associations. 27:15 - Low volume in media on technology discussions lately. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kim Velk kvelk@vtbar.org https://www.vtbar.org/…
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Adventures In Legal Tech
1 Building a 2025 Law Firm Marketing Plan with Gyi Tsakalakis 32:16
32:16 Play Later Play Later Lists Like Liked32:16
Play Later Play Later Lists Like LikedI spoke with a law firm marketing expert about how to build a marketing program for the upcoming year. Episode Highlights 01:14 - Legal marketing rebuilding. 01:32 - Introducing Gyi Tsakalakis. 05:55 - Favorite Christmas gift memory. 07:00 - Importance of annual planning for law firms. 09:08 - Metrics and law firm identity. 10:32 - Affinity audiences explained. 11:30 - Google de-indexing explanation. 13:13 - AI impacting search results. 15:30 - Google’s AI challenges. 16:50 - Strategy for AI content placement. 19:50 - Rise of AI search engines. 23:15 - Importance of brand vs. direct response. 26:10 - CRM’s role in marketing. 28:05 - Owning your marketing data. 30:38 - Practicing gratitude daily. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Gyi Tsakalakis gt@attorneysync.com https://www.attorneysync.com/ https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/…
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Adventures In Legal Tech
1 Dashboard Confessional - How LegalTech Displays Data Now with Joyce Brafford and JD Robinson 39:19
39:19 Play Later Play Later Lists Like Liked39:19
Play Later Play Later Lists Like LikedFor the eleventh episode of our special series with ProfitSolv, we talk about the usefulness of dashboards in modern software - including how law firms can deploy them to effectively and regularly surface practice data, alongside ProfitSolv’s Joyce Brafford & Cosmolex's JD Robinson. [SPONSORED BY COSMOLEX] Episode Highlights 44:41 - Importance of dashboard flexibility and customization. 49:00 - Financial metrics and productivity insights. 53:36 - Key challenges firms face in capturing data. 53:41 - Role of passive time tracking for time capture. 01:16:03 - Next-gen tools in ProfitSolv’s lineup. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford and JD Robinson joyce.brafford@profitsolv.com jon.robinson@profitsolv.com https://www.cosmolex.com/ https://www.profitsolv.com/…
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Adventures In Legal Tech
1 Growing a Law Practice with the Right Staff & Technology with Chris Strang 29:40
29:40 Play Later Play Later Lists Like Liked29:40
Play Later Play Later Lists Like LikedI spoke with a construction lawyer, who built his niche practice, with shrewd moves around marketing, hiring & technology. Episode Highlights 04:25 - Chris Strang’s origin as a New York Jets fan. 05:54 - Most traumatic Jets moment: Vinnie Testaverde injury. 06:25 - Best Jets moment: Beating the Patriots in 2011. 09:05 - Chris Strang: Mastering personal networking. 13:07 - Critical view on lawyer referral sites. 18:13 - Post-pandemic changes in commercial office space. 19:56 - Importance of proactive hiring strategies. 23:54 - Challenges with current legal technology. 27:02 - Chris’ love for bourbon and recommendations. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Chris Strang cstrang@strangscott.com https://www.strangscott.com/…
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Adventures In Legal Tech
1 Starting a Law Firm with Alternative Tech with Faith Alvarez 30:51
30:51 Play Later Play Later Lists Like Liked30:51
Play Later Play Later Lists Like LikedI talked to a lawyer who launched a law firm with lesser-known technology, and a unique practice mix. Episode Highlights 03:06 - Thanksgiving food dislikes. 05:13 - Faith Alvarez’s legal career journey. 09:12 - Launching a business during a recession. 11:17 - Challenges as a state prosecutor. 12:49 - Transitioning to personal injury law. 16:01 - Wise business strategy advice. 21:28 - Hiring flexible, part-time staff. 25:01 - Using social media for firm marketing. 28:36 - Innovative use of CRM technology. 30:07 - Community engagement and outreach. 32:36 - The Lady Justice Foundation. 35:26 - Future growth plans for the firm. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Faith Alvarez faith@faithalvarez.com https://faithalvarez.com/…
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Adventures In Legal Tech
1 Building a Successful Intellectual Property Law Firm with Scott Sisun 25:48
25:48 Play Later Play Later Lists Like Liked25:48
Play Later Play Later Lists Like LikedI talked with an IP attorney about how he started & grew his law firm. Episode Highlights 01:01 - How to build a successful IP law firm. 02:17 - Favorite fall activity: apple picking. 05:50 - Journey into trademark law amidst economic downturns. 12:26 - The pivotal role of vision boards and focus. 15:20 - Leveraging technology like Alt Legal for firm management. 18:09 - Hiring talent globally with virtual structures. 24:26 - Exciting client roster with pop culture links. 27:01 - Marketing with pop culture references. 29:40 - Reflecting on childhood interests shaping career. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Scott Sisun scott@sisunlaw.com https://www.sisunlaw.com/…
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Adventures In Legal Tech
1 Signs Your Firm Has Outgrown Its Current Tech Stack with Matt Orlinsky 25:07
25:07 Play Later Play Later Lists Like Liked25:07
Play Later Play Later Lists Like LikedI talked with a legaltech expert about how law firms can outgrow their tech stacks & what to do about it. Episode Highlights 00:13 - Simplifying legal tech access. 04:18 - Challenges in tech adoption for lawyers. 10:06 - Transition to cloud-based solutions. 15:49 - Bottlenecks: Identifying inefficiencies. 21:30 - Importance of client feedback. 24:09 - Streamlining software use in firms. 27:10 - Integration of software applications. 34:02 - Automation and workflows. 40:23 - Winding down practices with tech. 46:11 - Building firm value through tech. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Matt Orlinsky matt@practicepanther.com https://www.practicepanther.com/ https://www.linkedin.com/in/mattheworlinsky…
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Adventures In Legal Tech
1 Shake Your Money Maker - Law Firm Billing & Financial Management Strategies with Joyce Brafford and Brooke Lively 45:01
45:01 Play Later Play Later Lists Like Liked45:01
Play Later Play Later Lists Like LikedFor 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 jared@redcavelegal.com 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 joyce.brafford@profitsolv.com brooke@cathcap.com https://cathcap.com/ https://www.profitsolv.com/ https://www.rocketmatter.com/…
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Adventures In Legal Tech
1 Revamping an Immigration Law Firm on the Fly with Ellen Sullivan 25:31
25:31 Play Later Play Later Lists Like Liked25:31
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Ellen Sullivan ellen@cambridgeimmigrationlaw.com https://cambridgeimmigrationlaw.com/…
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Adventures In Legal Tech
1 Contract Lifecycle Management & the Impact of Artificial Intelligence with Kristin Riviello 24:24
24:24 Play Later Play Later Lists Like Liked24:24
Play Later Play Later Lists Like LikedWe 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 jared@redcavelegal.com 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…
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Adventures In Legal Tech
1 Back to Law (Practice) School: Everything Law School Didn't Teach You with Joyce Brafford 43:39
43:39 Play Later Play Later Lists Like Liked43:39
Play Later Play Later Lists Like LikedFor 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 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. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford joyce.brafford@profitsolv.com https://www.profitsolv.com/ https://www.timesolv.com/…
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Adventures In Legal Tech
1 Effectively Implementing Artificial Intelligence in Law Practice with Jennifer Poon 26:33
26:33 Play Later Play Later Lists Like Liked26:33
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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Adventures In Legal Tech
1 Solos, Women-Owned Law Firms & AI - Oh, My! With Carolyn Elefant 31:03
31:03 Play Later Play Later Lists Like Liked31:03
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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Adventures In Legal Tech
1 Switcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna Brown 49:21
49:21 Play Later Play Later Lists Like Liked49:21
Play Later Play Later Lists Like LikedFor 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 jared@redcavelegal.com 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 joyce.brafford@profitsolv.com dbrown@beyondsquareone.com https://www.profitsolv.com/ https://www.cosmolex.com/ http://beyondsquareone.com/…
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Adventures In Legal Tech
1 Google Ads in the Age of AI with Desire’e Martinelli 31:43
31:43 Play Later Play Later Lists Like Liked31:43
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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Adventures In Legal Tech
1 Experimentation in an Immigration Law Practice with Manny Gonzalez 30:15
30:15 Play Later Play Later Lists Like Liked30:15
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Manny Gonzalez e@gonzalezlegaloffice.com https://gonzalezlegaloffice.com/ https://www.mycase.com/ https://www.docketwise.com/ https://www.lawpay.com/ https://www.startingoutsolo.com/…
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Adventures In Legal Tech
1 Where Credit Is Due: Payment Solutions for Advanced Law Firms with Joyce Brafford and TJ Kerr 39:07
39:07 Play Later Play Later Lists Like Liked39:07
Play Later Play Later Lists Like LikedFor 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 jared@redcavelegal.com 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 joyce.brafford@profitsolv.com tj.kerr@profitsolv.com https://www.profitsolv.com/ https://www.rocketmatter.com/…
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Adventures In Legal Tech
1 Workplace Communications & the Technology That Supports It with Rachael Bosch 32:38
32:38 Play Later Play Later Lists Like Liked32:38
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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Adventures In Legal Tech
1 Building Processes (& Custom Software!) in a Law Firm with Travis Richards 28:40
28:40 Play Later Play Later Lists Like Liked28:40
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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Adventures In Legal Tech
1 Fine-Tuning a Solo Law Practice with Valerie Botter 26:18
26:18 Play Later Play Later Lists Like Liked26:18
Play Later Play Later Lists Like LikedI 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 jared@redcavelegal.com 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/…
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