The Tech Savvy Lawyer

Latest Episodes:

#77: CLIO Con 2023: Third-Party Apps, CLIO and More, with Shubham Datta Nov 28, 2023

Show notes

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/

#76: Maximizing Practice Efficiency: Interview with Joshua Lenon at CLIO Con 2023 Nov 14, 2023

Show notes

Join Joshua and I live from the CLIO Con 2023 in Nashville, TN at the Gaylord Opryland Resort & Convention Center. Joshua serves as the Lawyer in Residence at CLIO. Joshua has dedicated considerable efforts to enlightening legal professionals about the potential of technology to improve their practices, simultaneously educating tech companies about the distinctive requirements of the legal field.

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

What are the three most common questions attorneys have about cloud computing? And how does CLIO address them?
What are the three most common ethical missteps attorneys make with cybersecurity, and how does CLIO help prevent them?
As we look into the future, what should attorneys be wary of regarding all things Internet in their law practice?

In our conversation, we cover the following:

[01:09] From PCs to Macs: Embracing a Secure and User-Focused Technological Evolution

[03:25] Decoding Cloud Worries: How CLIO Tackles Attorneys' Top 3 Questions on Cloud Computing

[13:12] Ethical Cybersecurity: Navigating Attorney Pitfalls and CLIO's Defensive Strategies

[16:48] Futuristic Legal Tech: Internet's Evolution in Law Practice

[22:18] Data Migration Dilemmas

Resources:

Connect with Joshua:

LinkedIn: linkedin.com/in/joshualenon

Email: joshua@clio.com

Mastodon: mastodon.social/@JoshuaLenon

Twitter: twitter.com/JoshuaLenon

Software & Cloud Services mentioned in this episode:

Clio:clio.com/

WordPerfect:wordperfect.com/en/

Amazon S3: aws.amazon.com/s3/

#75: Benefits of Apple Products in Law Practice: Interview with Dave Hamilton Oct 31, 2023

Show notes

In this podcast episode, renowned tech expert Dave Hamilton dives into the world of Mac-centric productivity, uncovering the unique advantages Macs offer over Windows machines. Dave is a seasoned podcaster, publisher, and self-professed nerd with a rich background in educating numerous computer users over thirty years. We cover the longevity, cost-effectiveness, and quality of life benefits of Macs, their top productivity features like seamless device integration, Dave's travel tech tips including a 4K OLED screen and charging essentials, Mac-specific productivity tools focusing on scripting and audio editing, and much more!

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

After over 900 episodes on MGG, what are the three most common questions about tech you still get today?
Apple computers still have somewhat of an aura of being made for creative people and not professionals; what are your top three reasons any professionals, including us lawyers, would want to switch from PC to Mac?
What are your top three favorite productivity functions you can do only on a Mac?

In our conversation, we cover the following:

[01:15] Dave's Personal Tech Setup and Upgrade Considerations

[15:56] Navigating Mac Upgrades, Backup Strategies, and Choosing the Right Wi-Fi System

[38:59] PC to Mac Transition: Insights on Integration, Compatibility, and Battery Life for Professionals

[54:48] Investing in a Mac: Exploring Longevity, Total Cost of Ownership, and Support Benefits Over Windows

[59:14] Mac Productivity Unleashed: Leveraging Automation, Scripting, and Audio Routing for Peak Performance

[01:21:58] Behind the Podcast Curtain: Tools and Tricks for Pro-Level Recording and Editing

Resources:

Connect with Dave:

Bluesky: bsky.app/profile/davehamilton.com

Facebook: facebook.com/hamilton.dave

Instagram: instagram.com/davehamilton/

LinkedIn: linkedin.com/in/davehamilton/

Mastodon: podcastindex.social/@DaveHamilton

Twitter:twitter.com/DaveHamilton

Website: macgeekgab.com/

Hardware mentioned in the conversation:

4K Portable Monitor - KYY 15.6: viewsonic.com/us/vx1655-4k-15-6-3840-x-2160p-uhd-portable-monitor
Anker Nano Charging Station: anker.com/products/a9129-charging-station-67w
Earthworks Ethos microphone: earthworksaudio.com/products/ethos/
Monoprice monitors: monoprice.com/category/computers-&-gaming/monitors-&-displays/desktop-monitors
PreSonus Quantum 2626 Audio Interface: presonus.com/en-US/interfaces/thunderbolt-audio-interfaces/quantum-series
Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7
Synology Disk Station Manager: synology.com/en-global/dsm
ViewSonic monitors: viewsonic.com/us/products/shop/monitors.html
VX1655-4K-OLED 15.6 Inch 4K: viewsonic.com/us/vx1655-4k-oled-15-6-uhd-oled-portable-monitor

Software, Apps & Cloud Services mentioned in the conversation:

Audio Hijack: rogueamoeba.com/audiohijack/
Backblaze: backblaze.com/
BetterTouchTool: folivora.ai/
Carbon Copy Cloner: bombich.com/
Eero: eero.com/
Fission: An audio editor mentioned for quick edits, specifically for ad breaks.
Hindenburg: hindenburg.com/
Keyboard Maestro: keyboardmaestro.com/
Logic Pro: apple.com/logic-pro/
Logic Pro: apple.com/logic-pro/
Loopback: rogueamoeba.com/loopback/
Mail Butler : mailbutler.io/
MailSuite: smallcubed.com/
TextExpander: textexpander.com/download
Thunderbird: thunderbird.net/
TP-Link DECO: tp-link.com/us/deco-mesh-wifi/
WordPerfect: wordperfect.com/en/

#74: Empowering Lawyers with Legal Tech: Interview with Eda Rosa Oct 17, 2023

Show notes

My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice.

Enjoy!

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

What are the top three ways attorneys can use technology to onboard new staff easily and consistently?
What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology?
What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier?

In our conversation, we cover the following:

[01:03] Current tech setup

[11:02] Using technology for legal staff onboarding

[13:34] Video conferencing and communication tools for legal professionals

[16:37] Password management and security for law firms.

[22:48] Addressing knowledge gaps among legal professionals

[25:10] Software hacks for paralegals and lawyers.

[28:31] Writing tools for legal documents.

[31:55] Using technology to make lawyer work easier.

[37:36] Virtual hearings, meetings, and case preparation.

[39:10] Legal technology and process optimization.

Resources:

Connect with Eda:

Website: edarosallc.com/

LinkedIn: linkedin.com/in/eda-rosa-law

Hardware mentioned in our conversation:

Google Password Manager: passwords.google.com/

Google Pixel smartphone: store.google.com/category/phones

Google Pixel smartwatch: google.com/product/pixel_watch_2?hl=en-US

HP Envy laptop: hp.com/us-en/shop/mlp/laptops/envy-344503--1

HyperX podcasting microphone: hyperx.com/collections/microphones

Logitech Presentation clicker: logitech.com/en-us/products/presenters

StreamYard: streamyard.com/

Software & Cloud Services mentioned in the conversation:

Adobe Cloud: adobe.com/creativecloud

Asana: asana.com/

Clio: clio.com/

Google Cloud: cloud.google.com/

Hazel: noodlesoft.com/

LexisNexis: lexisnexis.com/en-us/home

Microsoft Office 365: office.com/

MyCase: mycase.com/

Nextiva: nextiva.com/

PackBack: packback.co/

Speechify: speechify.com/

TextExpander: textexpander.com/

Trello: trello.com/

TrialPad: litsoftware.com/trialpad

Wise Hire: wise-hire.com/

WordRake: wordrake.com/

#73: Legal Research and More, with Sarah Glassmeyer Oct 03, 2023

Show notes

Our next guest is law libriarian Sarah Glassmeyer. She has a career that includes academia, nonprofit tech, and even a fellowship at Harvard. Her numerous awards, including being named to Fastcase 50 and as an ABA Legal Rebel, speak to her impact. Sarah's commitment to learning and growing and her passion for her mission ensure she'll never stop striving for positive change in the legal world.

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

What are the top three tech tools utilized by larger law firms that solos and small law firms would be surprised are reasonably accessible to them?
What are the top three ways Chat GPT falls short for attorneys?
What are the top three directions that you see technology heading in that attorneys should keep an eye on?

In our conversation, we cover the following:

[01:08] Balancing Platforms: Sarah's Hybrid Tech Ecosystem

[10:13] Tech Tools for Smaller Firms to Rival the Big Players

[23:38] Three Ways ChatGPT Falls Short for Attorneys

[37:07] Key Technological Trends for Attorneys to Monitor

[45:12] Where to Connect with Sarah

Resources:

Connect with Sarah:

LinkedIn: linkedin.com/in/sglassmeyer

Website: sarahglassmeyer.com/

Substack: substack.com/@sarahglassmeyer

Hardware mentioned in the conversation:

ThinkPad: lenovo.com/us/en/c/laptops/thinkpad/

Software and Cloud Services mentioned in the conversation:

Substack: substack.com/@sarahglassmeyer

FatCow: bluehost.com/fatcow

Azure: azure.microsoft.com/en-us

AWS: aws.amazon.com/

#72: Leveraging Technology in Legal and Book Writing with Wendy Sare Meadows Sep 20, 2023

Show notes

Join us for an enlightening conversation on technology, transformation, and the world of writing with lawyer, mediator, and career coach Wendy S. Meadows. We learn almost in real-time during the recording that Wendy has become an Amazon top-selling author with her book, "Sparkle and Grit." We discuss not only her book but the potential tech tools in a lawyer's writing journey as we explore Wendy's personal experience in the realms of creativity, distraction-free work, and maintaining motivation in publishing. Also, this podcast is a must-listen for anyone looking to escape the endless cycle of monotony, overcome self-doubt, and embrace a life of sparkle and grit.

Wendy shares her top three tech tools that played a pivotal role in creating her transformative book, "Sparkle and Grit." She explains how the technology she employed in writing differed from her legal work. Furthermore, we discuss the mysteries behind maintaining motivation and staying on track during the challenging writing and publishing journey. During the conversation, Wendy's passion and authenticity shine through as she empowers listeners to start their journeys toward a balanced and vibrant life.

As a bonus, we discuss how your Tech-Savvy Lawyer helped her (and could help you) make well-informed computer choices.

Enjoy!

Note1: This podcast was scheduled one day off the normal publication schedule so that we could time it with Wendy's book release.
Note2: My apologies for the recording from my mic. Apparently, the mics got "switched" just before we went live with the recording.

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

What are the top three tech tools to help write your book, and how did using them differ from similar tools when doing legal work?
What are the top three tech tools to keep your writing practice and writing process distraction-free?
What are the top three tech tools you use to keep yourself motivated and on track with a publishing schedule?

In our conversation, we cover the following:

[01:30] Finding Your Technicolor Path: A Journey to True Balance and Transformation

[08:14] Tech Tools for Writing: Boosting Productivity and Tracking Progress

[11:12] Distraction-Free Writing: Top Tech Tools for Maximum Focus

[14:13] Tech Tools for Motivated Publishing: Social Media Strategies and Scheduling Solutions

[18:43] Guiding Tech Choices: Tips to Make Informed Computer Decisions

[25:40] Sparkle and Grit: A Guide for Practicing Life at Your Best

[27:21] Lessons from the Flamingo: Discovering Your Ever-Changing Work-Life Balance

[28:45] Connect with Wendy

Resources:

Connect with Wendy:

LinkedIn: linkedin.com/in/wendy-s-meadows/

Website: wendysmeadows.com/

Instagram: instagram.com/wendy_s_meadows/

Mentioned in the episode:

sparkle & GRIT: Live a Technicolor Life By Finally Finding Balance, Escaping Monotony, and Beating Burnout: amazon.com/sparkle-GRIT-Technicolor-Escaping-Monotony/

Hardware mentioned in the conversation:

Apple Mac Mini: apple.com/mac-mini/
Apple Studio Display: apple.com/studio-display/specs/
MacBook Air (15-inch) with an M2 chip: apple.com/shop/buy-mac/macbook-air/15-inch-m2

Software & Cloud Services mentioned in the conversation:

Apple Business Account: apple.com/retail/business/smb-signup/
Apple Card: apple.com/apple-card/
Canva: canva.com/
ExpressVPN: expressvpn.com/
Loomly: loomly.com/

#71: AI for Global Legal Access: Interview with LawPath Co-Founder, Dominic Woolrych Sep 05, 2023

Show notes

This week's episode of the Tech Savvy Lawyer podcast features Lawpath's Dominic Woolrych to discuss using AI to democratize legal access globally.

Dominic is the co-founder and CEO of Lawpath, a leading global legal software platform for small businesses and Australia's number one online legal platform that has helped over 400,000 small businesses across Australia and the USA. Dominic's vision is to build his digital platform and help small businesses globally access legal support at a fraction of the time, cost, and complexity of the traditional system.

Join Dominic and me as we talk about the following three questions and more!

What are some of your three automations that you'd like to use that are not part of your product?
What are the three biggest pain points that law firms are still experiencing with the adoption of technology today?
What are the top three non-traditional opportunities for lawyers in the legal tech sector?

In our conversation, we cover:

[04.02] Tech setup – Starting the conversation, Dominic walks us through his current tech setup.

[07.44] Automation – Dominic shares his top three automations other than Lawpath.

[09.00] Virtual Assistant – How you can save time and manage your work at the same time by having a virtual assistant, according to Dominic.

[16.16] Lawpath - An online legal platform that allows small businesses to complete legal tasks themselves.

[20.33] Pain points – We discuss the biggest pains that law firms are experiencing with the adaptation of new technology.

[23.35] Commercial vs. legal – Dominic shares his idea about the lawyers being commercial versus legal.

[28.00] Opportunities - Top three non-traditional opportunities for lawyers in the legal technology sector.

[33.33] Organic traffic – Dominic shares how their employees are working on bringing organic traffic to their website.

Resources:

Contact Dominic:

LinkedIn - linkedin.com/in/dominic-woolrych/
Twitter - twitter.com/dwoolrych
Website - lawpath.com/

Equipment Mentioned in the Podcast:

Apple air pods - apple.com/airpods/
Apple iPhone - apple.com/iphone/
Apple Mac - apple.com/mac/
Bose noise-cancelling headphones - bose.com/c/headphones

Software & Services Mentioned in the Podcast:

Carplay - apple.com/ios/carplay/
Mailbutler - mailbutler.io/
Overcast - overcast.fm/
Slack - slack.com/
Zapier - zapier.com/

#70: Growing your firm with Chatbots & Artificial Intelligence with Jared Jaskot Aug 22, 2023

Show notes

Join me as my next guest, Jared Jaskot, and I unravel the practical uses of AI in law!

Jared is a Baltimore-based immigration attorney who represents clients nationwide. His legal practice, known as Jaskot Law, is dedicated to the realm of humanitarian immigration law. To assist him, Jared uses artificial intelligence and chatbots to help screen and schedule potential clients effectively.

Jared firmly believes that the legal profession has the potential to evolve in ways that make legal services more accessible and cost-effective for a broader audience. His AI-powered bots have engaged in conversations with an impressive 150,000 immigrants regarding their cases, showcasing his commitment to improving access to legal assistance. One of Jared's unique approaches involves drawing inspiration from other industries, such as manufacturing, to discover ways to enhance the field of law. His multidisciplinary perspective aims to drive positive change in the legal landscape, ultimately benefiting a broader spectrum of individuals.

In our thought-provoking conversation, Jared shares his expertise and visionary outlook on AI's pivotal role in the legal field. Get ready to discover the top three ways AI is poised to revolutionize legal practice, including its applications in sales, calendaring, intake, and client communications. Jared's wealth of experience and forward-thinking insights make this episode a must-listen for legal professionals and tech enthusiasts alike!

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

What are the top three ways to use Artificial Intelligence to improve the lives of clients?
What are the top three security measures to ensure client data privacy (when using AI)?
Anticipating the future, what are the top three predictions for the most effective ways AI will be employed in managing a lawyer's practice?

In our conversation, we cover:

[01:07] Tech Setup Showdown: Comparing the Hardware and Gadgets

[07:57] Enhancing Client Services: Leveraging AI for Legal Support

[23:49] Securing Client Data in AI-Driven Legal Services: Top Three Measures

[30:41] Protecting Client Data: Safeguarding Measures Beyond Hosting

[37:06] The Future of AI in Legal Practice: Three Bold Predictions

Resources:

Connect with Jared:

LinkedIn: linkedin.com/in/jared-jaskot-115b36152/
Website: jaskot.law/
Tiktok: tiktok.com/discover/jared-jaskot-attorney

Mentioned in the conversation:

10 Chatbot Design Principles I Live By As I Build The Best Immigration Law Chatbot: linkedin.com/pulse/10-chatbot-design-principles-i-live-build-best-law-jared-jaskot
Substantive Legal Software Quality: A Gathering Storm?: dl.acm.org/doi/abs/10.1145/3322640.3326706
Deep Learning Alone Isn't Getting Us To Human-Like AI: noemamag.com/deep-learning-alone-isn't-getting-us-to-human-like-ai/

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

AWS: aws.amazon.com/
Heroku: heroku.com/
CM ECF: uscourts.gov/court-records/electronic-filing-cmecf
Mac Whisper: apps.apple.com/us/app/whisper-transcription

Hardware mentioned in the conversation:

Sony ZV-1 camera: sony.ca/en/compact-cameras/products/zv-1
Elgato capture card: elgato.com/hc/en-us/
Rode microphone: rode.com/en/microphones/studio-condenser/nt1
Shure SM7B Microphone: shure.com/en-US/products/microphones

#69: Demystifying Cloud Computing: Interview with IT Specialist Dave Ginsburg Aug 08, 2023

Show notes

Dave is an IT specialist and seasoned podcaster renowned as the host of the "In Touch With iOS" podcast. Dave and I delve into the world of cloud computing. With over two decades of hands-on experience in IT, an unmatched proficiency in business technology, and a love of all things Apple, Dave brings his genuine expertise to enlighten and engage his audience. In this TSL.P Podcast episode, we talk about what cloud computing is and explore its foundational concepts, benefits, and potential concerns. Listeners of today's podcast will hopefully leave with an enriched understanding of the basics of cloud computing for lawyers and the intriguing dynamics shaping the social media sphere.

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

What are the top three reasons professionals would want to use cloud computing?
What are the top three reasons a professional would not want to use cloud computing?
As we peer into the future, what are your top three predictions for using cloud computing by professionals?

In our conversation, we cover the following:

[00:29] Diving into Tech: From Microphones to iPhones, Dave's Tech Setup and Insights

[04:17] Demystifying Cloud Computing: From Remote Servers to Efficient Resource Management

[06:14] Exploring Cloud Computing Benefits and Concerns: Security, Redundancy, and Global Accessibility

[12:03] Assessing Considerations Against Cloud Computing: On-Premise Control, Service Management, and Data Security

[14:23] Enhancing Client Data Security: Information Security Plans, VPN Usage, and Two-Factor Authentication

[20:26] Peering into the Cloud Computing Future: Virtualization, Storage Evolution, and Industry Adaptation

[25:26] The Landscape of Evolving Social Media Platforms: Threads, Blue Sky, and Mastodon's Unique Path

RESOURCES:

Connect with Dave:

Hardware mentioned in the conversation:

Drobo: drobo.com/
Rode PodMic: rode.com/en/microphones/broadcast/podmic
YubiKey: yubico.com/

Software & Cloud Services mentioned in the conversation:

1Password: 1password.com/
Amazon Web Services (AWS): aws.amazon.com/
Backblaze: backblaze.com/
Carbonite: carbonite.com/
Clio: clio.com/
Microsoft Azure: azure.microsoft.com/en-us
Rocket Matter: rocketmatter.com/
Smokeball: smokeball.com/

#68: Lawyer-Focused Marketing: Interview with Kristaps Brencans, CEO of On the Map Aug 01, 2023

Show notes

Kristaps joined On the Map Marketing in 2015 as a project manager. Today, he stands at the helm as the Chief Executive. In this episode, Kris and I explore legal SEO, providing attorneys with three tech-driven steps to enhance their online performance. He demystifies ranking improvement, empowering legal professionals to leverage Google Business profiles for growth. Kristaps excels at turning setbacks into opportunities sharing strategies to manage negative reviews for positive outcomes. He emphasizes the value of specialized digital marketing tailored to legal niches, effectively navigating the evolving online landscape. Additionally, he imparts podcasting wisdom, offering advice on sound quality, conversation skills, and creating an engaging experience.

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

1. What are the three tech steps an attorney can take to improve their firm's SEO performance?

2. What are three reasons a lawyer would want to hire a digital marketing firm focused on lawyers versus any other run-of-the-mill digital marketing firm?

3. As a podcast host, what are the top three tech tips to make a podcast sound and look great?

In our conversation, we cover the following:

[00:58] Unveiling Kristaps's Tech Ecosystem: From Macs to Mics and Beyond

[14:08] Boosting Legal SEO: Empowering Attorneys with Three Tech Steps for Firm Improvement

[16:28] Managing Negative Google Reviews: Turning Setbacks into Opportunities

[20:03] Legal SEO Strategy: Harnessing Geo Grid Rank Trackers for Improved Map Rankings

[25:50] Power of Niche Expertise: Why Lawyers Should Choose Specialized Digital Marketing Firms

[30:29] Unlocking Law Firm Marketing: Specialized Strategies for Success

[36:07] Podcasting Perfection: Top Tech Tips for Sound and Clarity

Resources:

Connect with Kristaps:

LinkedIn: linkedin.com/in/kbrencans/