Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator.

/ The Tech-Savvy Lawyer.Page/

Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence.

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

  1. What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do?

  2. Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way?

  3. What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one?

In our conversation, we cover the following:

[01:06] Tony's current tech setup

[08:02] Key Considerations for Lawyers When Choosing a CRM

[22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks

[28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM

[30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions

[32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations

[34:23] The Role of AI in Legal Data Migrations

[37:03] Connect with Tony

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Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer.

/ The Tech-Savvy Lawyer.Page/

In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!

Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.

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

  1. What are the top three areas of tech software that attorneys are wasting their money on?

  2. What are the three common workflows attorneys are not utilizing? And how do we create each one?

  3. What are your top three tips when vetting a new CRM LPM?

In our conversation, we cover the following:

[01:10] Tech Setup Overview and Preferences

[07:08] Top Three Areas Where Attorneys Overpay for Tech Software

[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation

[14:09] Tips for Creating Effective Workflows

[15:31] Top Three Tips for Vetting a New CRM or LPM System

[17:21] CRM/LPM Transition War Stories: Challenges and Solutions

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Episode 87: Finding New Homes for Old Tech with Loren Williams of PCs for People!

/ The Tech-Savvy Lawyer.Page/

Today’s episode covers a range of topics related to technology repurposing and recycling practices among lawyers, as well as the environmental impact of office tech!

Meet Loren Williams, the Regional Account Manager at PCs for People, who oversees the sourcing of computers for distribution to low-income individuals and families. PCs for People is dedicated to secure and environmentally friendly IT recycling, protecting sensitive data through the National Association of Information Destruction (NAID) AAA-compliant processes, and promoting responsible e-waste management with R2 compliance.

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

  1. What are the top three ways lawyers can recycle and reuse their technology?

  2. What are the top three steps lawyers should take to securely remove their data before recycling their machines?

  3. What are three tips lawyer should keep in mind when trying to be environmentally friendly with the tech in their office?

In our conversation, we cover the following:

[00:48] Loren’s Tech Preferences and Practices

[04:33] Top Three Ways Lawyers Can Recycle and Reuse Technology

[07:3] PCs for People: From Local Initiative to National Impact

[09:58] Top Three Steps Lawyers Should Take to Securely Remove Data Before Recycling Machines

[12:33] Three Tips for Lawyers to Be Environmentally Friendly with Office Tech

[13:56] Maximizing Donations and Tax Benefits with PCs for People

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Episode #86, Assisting Lawyers with Implementing Technology Into Their Practice, Debbie Foster of Affinity Consulting Group!

/ The Tech-Savvy Lawyer.Page/

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape!

Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture.

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

  1. What are the top three areas where attorneys are underprepared with their firm software needs?

  2. What are the top three software utility programs that lawyers should use?

  3. What are the top three areas of legal practice that need more innovation, and what should an average attorney do?

In our conversation, we cover the following:

[00:51] A Peek into Debbie's Tech Setup

[03:27] Three Key Software Areas Where Attorneys Often Fall Short

[12:13] Top Three Software Utility Programs Every Lawyer Should Use

[20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them

Resources:

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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

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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:

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Episode 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

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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

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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

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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/