Episode 85: Redefining Legal Services, Mathew Kerbis on Subscription Law and Tech Efficiency.

/ The Tech-Savvy Lawyer.Page/

After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation.

In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology.

Tune in to gain actionable insights and discover new possibilities in legal service delivery!

Join Mathew and me as we discuss the following three questions and more.

What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney?

What are the top three workflows that work behind the scenes to make the business more efficient?

Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model?

In our conversation, we cover the following:

[01:07] Mathew’s Current Tech Setup

[37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations

[46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation

[50:51] Legal Ethics in Subscription-Based Practices

[54:43] Where to Find Mathew Online

Resources:

Connect with Mathew:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer !

/ The Tech-Savvy Lawyer.Page/

In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation with Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago.

In our conversation, we cover the following:

[02:14] Tech Show Takeaways: AI in Legal Innovation

[07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession

[11:45] Ethical Landscape of AI in Legal Practice

[16:09] Future of Legal Tech

[29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks

[33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings

[39:29] AI in Legal Practice: Leveraging Tools Responsibly

[44:55] Enhancing Practice Efficiency and Accessibility

[48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms

RESOURCES:

Connect with Mathew:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

🎙️ Ep. 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce.

/ The Tech-Savvy Lawyer.Page/

Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet.

Join Jason and me as we discuss the following three questions and more!

What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only?

What three pieces of tech software and hardware make working with virtual remote services seamless?

What are the top three tips when communicating with clients through an LPM, text, or email?

In our conversation, we cover the following:

[01:11] Jason's Mac-based Legal Practice

[11:00] Essential Tech for Solos and Small Firms

[21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration

[31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form

[34:34] Connect with Jason

Resources:

Connect with Jason:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez!

/ The Tech-Savvy Lawyer.Page/

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with Erik Bermudez

Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology!

As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research.

Join Erik and me as we discuss the following three questions and more!

  1. What are the top three ways attorneys should expect their client relations management/ law professional management platforms like Filevine, Lead Docket to seamlessly work with a third party?

  2. What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them?

  3. What are the top three tech tools lawyers can use for online marking?

In our conversation, we cover the following:

[01:22] Erik's Simple Tech Setup

[06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform

[14:11] Balancing AI and Human Touch

[20:34] Key Data Points for CRM and PMS Collaboration

[21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition

[24:18] Convincing Busy Lawyers to Embrace Technology

[27:21] Tailored Technology: Law Firms with Personalized Workflows

[34:33] Mastering Online Marketing: Essential Tools for Law Firms

[39:56] Connect with Erik

Resources:

Connect with Erik:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Episode 82: Revolutionizing Legal Review with Chris Ford, The Journey Behind Legalyzed.ai

/ The Tech-Savvy Lawyer.Page/

Welcome to today's episode, in which we dive into the fascinating realm of AI in the legal world!

My next guest is Chris Ford. Chris is the CEO and Founder of Legalyze.ai. Legalyze.ai is a groundbreaking AI application tailored for legal professionals. Legalyze.ai enables lawyers to seamlessly interact with case data and generate legal documents using AI technology. Before his role at Legalyze.ai, Chris was CEO of CGF Systems, a startup consulting firm. He also holds a B.B.A. in Information Systems from Baylor University, Texas.

Chris and I explore how innovative technologies like Legalyze.ai are revolutionizing how attorneys analyze cases, safeguard client data, and navigate the boundaries of creativity. From preventing hallucinations to ensuring confidentiality, get ready for an insightful discussion on the cutting-edge advancements shaping the future of law.

Join Chris and me as we discuss the following three questions and more!

What are the top three things AI can do for attorneys today when analyzing their cases?

What are the top three ways attorneys should expect their AI software to protect their client's PII?

What are the top three ways to prevent hallucinations with their AI?

In our conversation, we cover the following:

[01:05] Chri's Current Setup: Monitors, Podcasting Equipment, Laptops, etc.

[08:04] AI's Impact on Case Analysis

[10:41] Leveraging AI in Case Evaluation with Legalyze.ai

[17:27] How Legalyze.ai Protects Law Firms' Confidentiality

[21:31] Protecting Client Data: AI Safeguards for Attorney Confidentiality

[24:29] Preventing Hallucinations: Ensuring AI Reliability in Legal AnalysisTop of Form

Resources:

Connect with Chris:

Hardware mentioned in the conversation:

Software, Apps, & Cloud Services mentioned in the conversation:

Episode 81: Navigating The Future of Legal Tech with Filevine's Emily Lippincott

/ The Tech-Savvy Lawyer.Page/

Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition.

Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age!

Join Emily and me as we discuss the following three questions and more!

What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof?

What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice?

What are the top three ways lawyers can use AI in their practice?

In our conversation, we cover the following:

[01:07] Emily's Tech Setup

[06:25] Essential Considerations for Lawyers Embracing Innovation

[14:20] Common Pitfalls and Potential Solutions

[27:43] Maximizing AI in Legal Practice: Three Key Applications

Resources:

Connect with Emily:

LinkedIn: linkedin.com/in/emilylippincott/

Hardware mentioned in the conversation:

  1. Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk

  2. Dell Curved Monitor: dell.com/en-us/lp/curved-monitors

  3. Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow

  4. Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam

  5. Macbook Pro with M1 Chip: support.apple.com/en-us

  6. Rubber Tips for Apple Pencil: apple.com/shop/product

  7. Scarlett Solo: us.focusrite.com/products/scarlett-solo

Software, Apps, & Cloud Services mentioned in the conversation:

  1. 1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/

  2. 1Password: 1password.com/ 

  3. Apple Pages: apple.com/pages/

  4. Backblaze: backblaze.com/

  5. Camelcamelcamel: camelcamelcamel.com/

  6. Capital One app: capitalone.com

  7. Filevine Immigration AI: filevine.com/platform/immigrationai/

  8. Filevine: filevine.com/

  9. GoodNotes goodnotes.com/

  10. Google One: one.google.com/overview/

  11. Mac Updater: corecode.io/macupdater/

  12. MacOS Sonoma: apple.com/macos/sonoma/

  13. Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook

  14. WordPerfect: wordperfect.com/en/

  15. Zscaler: help.zscaler.com/

Episode 80: Where Are Lawyers And Law Students With Technology Today With Jonah Perlin.

/ The Tech-Savvy Lawyer.Page/

Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the How I Lawyer Podcast in January 2021, aiming to share insights from legal professionals to law students and lawyers alike.

Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals!

Join Jonah and me as we discuss the following three questions and more!

  1. What are the top three tech skills all students should master by the time they graduate law?

  2. What are the top three tech tools that attorneys are under-utilizing today?

  3. What are the top three ethical mistakes attorneys are making with their technology?

In our conversation, we cover the following:

[01:23] A Law Professor's Tech Setup

[14:00] Observations on Law Students' Transition from Pre to Post-COVID

[19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape

[33:21] Three Tech Tools Lawyers Should Embrace Today

[38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions

[44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations

[46:16] Essential Tech Tools for Starting a Podcast

[54:07] Connect with Jonah

Resources:

Connect with Jonah:

LinkedIn: linkedin.com/in/jonah-perlin

Podcast: howilawyer.com/

Substack: howilawyer.substack.com/

Hardware mentioned in the conversation:

Mac Mini: apple.com/mac-mini

MV7 - Podcast Microphone: shure.com/en-US/products

Tascam Headphones tascam.com/us/category/Headphones

Yeti microphone: logitechg.com/en-us/products

Software & Cloud Services mentioned in the conversation:

Calendly: calendly.com

Descript: descript.com

Fastcase: fastcase.com

LexisNexis: lexisnexis.com

Trello: trello.com

Episode 79: Handling Medical Information on The Internet With Leah Bucholz

/ The Tech-Savvy Lawyer.Page/

Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner.

Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings.

Join Leah and me as we discuss the following three questions and more!

  1. What are the top three tips for maintaining HIPAA compliance of documents online electronically?

  2. What are the top three tips for maintaining many documents online electronically?

  3. What are the top three secret tips for using your favorite PDF reader?

In our conversation, we cover the following:

[01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies

[12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online

[26:17] Top Tips for Managing a Large Volume Online

[35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness

[28:45] Connect with Leah

Resources:

Connect with Leah:

LinkedIn: linkedin.com/in/leahbucholz/

Website: prestigeveteranmctx.com/

YouTube: youtube.com/@prestigeveteranmedical

Email: mailto:leah@prestigeveteranmctx.com/

Hardware mentioned in the conversation:

Internet connection provided by AT&T: att.com/internet/fiber/

Software & Cloud Services mentioned in the conversation:

Backupify: backupify.com/

JotForm: jotform.com/

Spanning: spanning.com/

Speedtest.net: speedtest.net/

Zapier: zapier.com/

Zoho Vault: zoho.com/vault/

Zoho: zoho.com/

Podcast Episode #78: Tech Innovations in Legal Practice: Interview with Karen McDonald from Wise Owls

/ The Tech-Savvy Lawyer.Page/

Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms.

Join Karen and me as we discuss the following three questions and more!

  1. What are the top three tech tools that attorneys underutilize besides CRMs in their law practice?

  2. What are the top three things attorneys should look for in an online CRM?

  3. What are the top three tech shortcuts lawyers still need to know at any level of experience?

In our conversation, we cover the following:

[01:32] Tech Talk: Karen's Current Tech Setup

[08:46] The Top Three Tech Tools Lawyers Should Utilize More

[17:16] Backup Strategies: Ensuring Data Security in Business

[22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support

[30:05] Tech Shortcuts Every Lawyer Should Master

[39:13] Uncommon Keystroke Hacks in Microsoft Word

[40:37] Connect with Karen

Resources:

Connect with Karen:

LinkedIn: linkedin.com/in/wisekarenmcdonald/

Website: wiseowllegal.com.au/

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Podcast Episode #77: CLIO Con 2023: Third-Party Apps, CLIO and More, with Shubham Datta

/ The Tech-Savvy Lawyer.Page/

Our next guest is Shubham Datta, the Vice President of Corporate Development at CLIO. As a key figure in overseeing the development and execution of CLIO's strategic growth strategy through acquisitions and investments, Shubham brings forth a wealth of knowledge and a unique perspective on the intricacies of how CLIO collaborates with third-party integrations and more. Shubham is a seasoned Mergers and Acquisitions (M&A) professional driving innovation in the legal tech space. With an extensive background in both buy-side and sell-side M&A, he spearheads efforts to align CLIO's product roadmap with cutting-edge companies.

Join Shubham and me as we discuss the following three questions and more!

  1. What are the top three criteria to prioritize when evaluating third-party application integrations?

  2. How to determine what might be considered unnecessary or incompatible with CLIO platform, possibly without the requirement for specific categories?

  3. In what aspects should legal professionals focus on when assessing new third-party applications for use in CLIO or when comparing them to competitors?

In our conversation, we cover the following:

[01:44] The Three Pillars of Effective Third-Party Integration in CLIO's Legal Tech Ecosystem

[05:13] Core Legal Workflows in CLIO's Ecosystem

[06:55] App Adoption and Integration Challenges in Legal Tech

[09:00] Empowering Legal Innovation: Nuanced Challenges in App Integration

[10:42] A Guide for Lawyers in Choosing Third-Party Apps for CLIO and Beyond

[11:25] Future-Forward Legal Tech

[13:12] AI Innovations to Elevate Legal Practice

[14:58] CLIO: Redefining Legal Practice Management

Resources:

Connect with Shubham:

LinkedIn: linkedin.com/in/shubhamdatta/

Software mentioned in the conversation:

CLIO: CLIO.com/