Afleveringen
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I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss!
Episode Highlights
05:15 - Favorite international city: Elba Island.
09:23 - Moving to Wyoming and shaping a small town practice.
11:28 - Starting a law firm with ski defense.
13:45 - Federal court practice in Yellowstone.
18:15 - Marijuana charges in Yellowstone.
25:00 - Transitioning to personal injury and civil litigation.
29:00 - Using Microsoft Dynamics for law firm management.
32:59 - Challenges with Microsoft Dynamics and tech integration.
39:30 - Technology investments and evolving strategies.
44:35 - Boundless Life: Digital nomad family program.
47:44 - Running law firm operations from abroad.
54:10 - Business ventures beyond legal practice.
59:30 - Entrepreneurial decisions and idea evaluation.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Alex Freeburg http://tetonattorney.com https://www.boundless.life/ http://startinwyoming.com/ -
For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford.
[SPONSORED BY TIMESOLV]
Episode Highlights
03:46 - Joyce discusses the Windigo from Algonquian mythology.
10:39 - Definition and history of AI.
12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware.
14:48 - Importance of understanding AI limitations and biases.
19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI.
28:32 - AI hallucinations and the Matta case from New York.
33:36 - Vetting AI tools and importance of legal-specific solutions.
36:20 - Overview of ProfitSolv’s AI features in Rocket Matter.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.timesolv.com/ http://profitsolv.com https://www.lawnext.com/wp-content/uploads/2024/06/Joint-Formal-Opinion-2024-200.pdf https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html -
Zijn er afleveringen die ontbreken?
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I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too!
Episode Highlights
08:04 - Founding Cherry Tree Legal – Brendan’s journey from solo practice to partnership.
10:15 - Initiating Change – The spontaneous move to start a new firm.
17:51 - Overcoming Fear – Brendan’s acknowledgment of fear in solo practice and growth
after partnership.
22:10 - Estate Planning and Real Estate Practice – Incorporating new areas of law.
27:57 - Setting Up Ancillary Businesses – The structure and reasons behind establishing a
title company.
32:09 - Real Estate Investment – Diversifying into commercial real estate investments.
35:32 - Critique of Legal Market – Brendan’s insight on wealth creation limitations within law
practice.
38:32 - Non-Lawyer Ownership in Law Firms – Discussing the potential and necessity for
private equity in law firms.
50:33 - Importance of Tech in Law Practice – Tools and software Brendan uses to streamline
his practice.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Brendan Ward http://cherrytreelegal.com -
I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future.
Episode Highlights
11:00 - Key Uses and Benefits of Voice Technology for Lawyers
18:10 - Cloud-Based Platforms for Remote Working
19:50 - Speech Recognition: From Dragon to Microsoft Integration
23:40 - Handling Security Concerns with Cloud Adoption
26:30 - Real-Time Collaboration through Voice Technology
31:40 - API Integrations with Other Legal Software
34:50 - The Role of Artificial Intelligence
36:40 - VIP Collaboration with Microsoft
38:15 - Future of Voice TechnologyEpisode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Caroline Cantelon [email protected] https://www.speechlive.com/gb/not-available/ https://www.linkedin.com/in/caroline-cantelon-20313631?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca -
I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!
Episode Highlights
04:58 - Michael and Rob’s decision to partner
06:00 - First trial success story
09:49 - Strategy of focusing on trial cases and high-value settlements
12:04 - Importance of team dynamics and mentorship
14:10 - Discussing firm logistics and financial planning
15:49 - Trust and transparency in partnership decisions
18:22 - Marketing strategies - referrals and client trust
23:40 - Combining firm’s technologies and choosing common software
26:10 - Customizing Filevine software
27:53 - Challenges in implementing new technology
30:57 - Use of AI for preparing depositions and medical chronologies
33:14 - AI tools integrated in trial preparation
34:22 - Reporting and tracking key metrics in the firm
36:55 - Importance of delegation to focus on core strengthsEpisode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Robert Welcenbach and Michael Karp [email protected] [email protected] https://trialwi.com/ https://www.filevine.com/ https://openai.com/chatgpt/ https://otter.ai/ https://www.notion.so/ https://www.litsoftware.com/transcriptpad https://www.litsoftware.com/trialpad https://acrobat.adobe.com/us/en/ https://evermap.com/ https://ramp.com/ -
I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload.
Episode Highlights
04:32 - Discussion on Portuguese heritage and culture.
06:45 - Background of Garcia’s and Philips’; families.
10:07 - Shift to discussing legal topics.
10:22 - Introduction to outsourcing in a high-end litigation context.
11:04 - Explanation of the Law Clerk platform.
11:59 - Hits and misses using outsourced platforms.
14:48 - Example of a successful outsourced project.
20:00 - Discussing deadlines and issues with outsourced work.
22:36 - Potential pitfalls and challenges of outsourcing, including time zone differences.
24:49 - Impact of high-quality contractors leaving platforms.
25:45 - Debate on AI versus human contractors.
27:47 - Importance of law school interns and long-term benefits.
28:38 - The value of physical teams vs. remote contractors.
30:22 - Co-counseling as an alternative to scaling.
31:47 - Avoiding scale but leveraging varied talents.
32:52 - Discussion on using outsourcing to punch above firm weight.
35:30 - Summarizing benefits and challenges of outsourcing.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Carlin Phillips and Andrew Garcia [email protected] [email protected] https://www.phillipsgarcialaw.com/ https://southcoastestateplanning.com/ -
I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel.
Episode Highlights
05:22 - Anecdote about Above the Law genesis and scandal coverage.
08:47 - First criminal defense trial experience involving a client with prosthetic arms.
11:24 - Founding story of Get Staffed Up.
14:47 - Impact of the COVID-19 pandemic on remote work adoption.
17:24 - Offshore vs. US-based talent comparison.
21:15 - Addressing technology concerns in remote staffing with virtual desktops.
24:54 - Importance of cloud-based software for remote staffing.
26:18 - Discussion on AI adoption in law firms.
28:01 - Pricing and cost savings associated with offshoring staff.
29:54 - Importance and impact of offering employment in Latin America.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Brett Trembly [email protected] http://getstaffedup.com/abovethelaw/ https://www.linkedin.com/in/bretttrembly/ -
For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford.
Episode Highlights
12:57 - Importance of legal project management.
18:32 - Key components of effective workflows.
26:40 - Understanding variance in project management.
29:50 - Budgeting costs for project management.
35:15 - The necessity of follow-ups in workflows.
37:59 - Risk reduction through workflows.
40:02 - Ethical competencies in legal technology.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford [email protected] http://comsolex.com/ https://www.profitsolv.com/ -
I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media.
Episode Highlights
07:30 - Starting a law firm in an underrepresented area.
09:50 - Husband and wife’s early law firm days.
13:40 - Transition to focusing on management and branding.
15:05 - The significance of rebranding to Hera Law Group.
17:30 - Involvement of the managing partner in strategic decisions.
19:20 - Utilizing TikTok for legal marketing.
21:40 - Social media presence and its impact on team bonding.
24:30 - Use of various social media platforms.
28:10 - The role of chamber of commerce and bar association membership in networking.
30:00 - Marketing strategy emphasizing community involvement.
35:00 - The importance of client management software.
37:45 - Legal marketing within ethical boundaries.
41:00 - Use of hardware and branded products for marketing.
44:45 - Combining personal and professional social media content.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Melissa Levine-Piro [email protected] www.heralawgroup.com www.instagram.com/heralawgroup www.x.com/HeraLawGroup www.facebook.com/HeraLawGroupMA/ www.tiktok.com/@heralawgroup www.youtube.com/channel/UC3LzjlO5VvYkKorIu_OXrQQ www.linkedin.com/in/melissa-levine-piro-esq-4a30353/ www.linkedin.com/company/heralawgroup/ -
I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work!
Episode Highlights
01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy.
03:12 - Definition of different prisoner roles and how that applies to law firm dynamics.
06:37 - Emphasis on avoiding being a number four at Bartko LLP.
09:31 - Inclusivity policy—embracing diverse talents that fit Barco LLP.
13:39 - The importance of genuine investment in people over superficial diversity measures.
17:10 - Ruda’s advice to young lawyers: avoid imposter syndrome.
18:50 - Developing resilience through “mother bird” analogy in training and development.
22:19 - Insights on the importance of hiring skilled non-lawyers for specific roles in law firms.
28:19 - Adoption of transparent metrics to drive firm performance.
34:56 - Ruda’s clear stance on the profit motive of the business and its communication.
39:56 - Strategic move of purchasing a building and creating multi-use spaces.
44:00 - Innovative approaches to generate additional revenue streams beyond traditional billing.
48:01 - Exploration of investing in legal tech and trial services to stay competitive.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with An Ruda [email protected] https://bartkolaw.com/ -
I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it.
Episode Highlights
10:35 - TJ’s Founder Story - Hot Tub Inspiration
15:47 - Decision to Share Software with the World
18:00 - AJ - Successful Partnerships and Mantra
22:02 - Olivia on Legal Automation Importance
26:32 - TJ on Knowledge Management Issues
32:45 - Integrating AI in ZenCase
35:57 - Olivia on Daily AI Use
39:05 - Raj’s AI Contributions to ZenCase
42:38 - Olivia’s Checklist for Switching Case Management Systems
46:15 - Importance of Future-Proof SolutionsEpisode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with TJ Fraser and Olivia Mockel [email protected] [email protected] https://zencase.com/ -
I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond.
Episode Highlights
04:03 - The evolving line between legal research and legal drafting.
04:44 - The distinction between use of AI for legal research versus drafting.
07:41 - The efficient transfer of information between AI tools for optimized legal work.
11:08 - Discussion of word processing tools and the potential move beyond Microsoft Word in legal drafting.
13:14 - The excitement around AI agents and the implications for legal tech systems.
20:38 - The value of drafting assembly technology across various practice areas, beyond corporate counsel.
22:37 - The issue of AI-generated hallucinations and fake cases in legal research.
26:51 - How AI can enhance lawyer creativity and reduce unnecessary complexity in legal documents.
28:48 - The potential for AI to fade into the background as a discussion topic and instead focus on improving legal drafting quality.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Cain Elliott and John Rizner https://www.filevine.com/ -
Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm.
Episode Highlights
27:58 - Difficulties merging technology and case management systems.
32:53 - Bridging the gender gap in personal injury law.
35:47 - Emphasizing mentorship and creating a supportive environment for women lawyers.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Amy Davis and Kate Franke https://www.broadwinglegal.com/ -
I talked with an immigration attorney about how she uses social media to market her law practice, especially video.
Episode Highlights
00:31 - Social Media Strategies for Law Firms
01:31 - Coffee Recommendations in Boston and Cambridge
04:03 - Starting a Law Practice Fresh Out of Law School
05:57 - Choosing Immigration Law
07:14 - The Appeal of Social Media Content Marketing
08:44 - Authenticity in Video Marketing
09:35 - Content Repurposing Decisions
10:55 - Selecting Social Media Platforms
13:25 - Addressing Non-Legal Topics to Engage Audience
14:17 - Content Creation: Software and Tools
15:50 - Getting Comfortable on Video
16:51 - Drawing Inspiration from Non-Lawyer Content Creators
18:52 - Starting a Law Firm: Focus on Marketing
21:16 - Naming a Law Firm: Choosing a Brand Name
23:09 - The Inspirational Source Behind "Hope Immigration Law"Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Sarah Parker https://www.youtube.com/channel/UCEibnj6P2clXCekpHFrcU3A https://www.hopeimmigrationlaw.com/ [email protected] -
I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner.
Episode Highlights
02:52 Legal tech challenges for lawyers.
07:25 Lazy version of 'rustic' concept.
11:53 Natural networker insight.
14:38 Focusing on ideal clients.
18:00 Adapting to remote work from necessity.
21:50 Early adoption of Clio and remote tools.
25:12 Using both Microsoft and Google platforms.
27:57 Benefits of templates for consistency and reducing errors.
29:02 Trello as a central project management tool.
31:38 Finding staff and hiring an associate.
36:03 The 'weekly round table' feedback method.
38:20 Vision for the future of the firm.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Lindsey Egan [email protected] https://www.eganlawcenter.com/ https://tikihutboats.com/ -
I talked with a small town lawyer about how he built + maintains his law practice.
Episode Highlights
04:32 - Small-town practice and lifestyle.
05:26 - Leveraging coaching for networking.
08:38 - Starting a law firm during an economic downturn.
09:56 - Acquiring a law firm as a newcomer to the town.
12:02 - Transition and benefits of firm acquisition.
13:39 - Importance of name recognition in acquisition.
16:03 - Niche practice vs. general practice in small towns.
18:20 - Adapting to market fluctuations in real estate law.
20:07 - Exploring new practice areas during market downtrends.
21:50 - Adapting to technology in legal practice.
23:55 - Navigating the hiring challenges in a small town.
26:00 - The advantages of word-of-mouth in hiring.
28:03 - Reflection on running a small-town law practice.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Nate Tripp https://www.garygruberlaw.com/ https://www.linkedin.com/in/nathaniel-a-tripp-bb567b17?original_referer=https%3A%2F%2Fwww.bing.com%2F -
For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford.
[SPONSORED by RocketMatter]
Episode Highlights
07:56 - Discussing law firm fee setting and market research.
12:44 - Strategies for resetting fees in existing law firms.
15:11 - Importance of law practice management systems.
18:34 - Subscription services and alternative billing models.
22:03 - Automating billing and payment collection.
24:55 - Managing accounts receivable and billing in advance.
27:01 - Dealing with LEDES billing and granular billing for insurance companies.
28:38 - Client perception on legal fees and building trust versus pricing.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.rocketmatter.com/ https://www.profitsolv.com/ -
I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice.
Episode Highlights
09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to transcend personal branding for scalability and client engagement.
15:12 - The discussion around the firm's rebrand to Monarch Law and the significance of the name and logo to convey transformation, technology, and treating clients like royalty.
19:50 - The guest underscores the efficiency gained in internal operations and client handling by transitioning to a more inclusive firm name, allowing for better distribution of work among staff.
21:24 - Tony details his selection process for Cleo Grow as his intake management software, underscoring the value of recommendations, integrations with existing systems, and feature sets in making the decision.
25:27 - The benefits of using a structured pipeline for client intake in employment law are highlighted, with a focus on filtering through the large volume of leads to determine which ones warrant further consultation.
29:03 - Tony boasts about his process improvements, managing to reduce intake calls from an hour to fifteen minutes via an effective, well-crafted intake form and approach.
39:58 - Tony passionately endorses using a CRM like Cleo Grow to track potential clients, streamline operations, and gather valuable data for business growth, emphasizing its seamless integration with Cleo Manage.
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Tony Interlandi [email protected] https://www.monarchlawct.com/
Episode Resources -
I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis.
Episode Highlights
08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with.
19:18 - Joyce's explanation of what a Profit and Loss statement is, emphasizing its importance and how it should be reviewed regularly to track trends.
24:48 - Discussion about how a Cash Flow Analysis document is future-looking and necessary for understanding business health.
27:27 - Importance of looking into Accounts Receivable, especially the alarming amount that law firms often have outstanding.
30:56 - The conversation shifts to discussing the necessity of financial trends analysis to set accurate goals and expectations.
37:32 - Differences between the roles of bookkeepers, accountants, and CFOs are clearly outlined, explaining what each professional does and how their roles relate to each other.
46:14 - Importance of dashboards for visual data management and how lawyers should focus on high-level financial management, instead of getting lost in complex accounting activities.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.profitsolv.com/ https://www.cosmolex.com/ -
I spoke with a law firm management expert about how to hire new employees in a challenging environment.
Episode Highlights
05:10 Why it’s very hard to find lawyers and law assistants
11:28 Insights on managing remote workers and the benefits of a globally distributed team
16:17 Firing staff members and the importance of having documented reasons
18:50 Keeping a min 30-day probationary period with ideal being 90-days
19:20 Advice to let go of unsuccessful candidates during the probationary period without any sunk cost fallacy
19:56 Why hiring a recruiter could be beneficial for law firms
21:40 Three red flags for candidates
26:17 Three things every law firm manager should know before hiring
29:19 Personal story shared about a job interview experience where the interviewee’s pants split which exemplified the importance of empathy in interview situations.Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.profitsolv.com/ https://www.rocketmatter.com/ - Laat meer zien