The Tech Savvy Lawyer

Latest Episodes:

🎙️ Bonus Episode: TSL Lab's Notebook.AI Commentary on June 23, 2025, TSL Editorial! Jun 27, 2025

Show notes

Hey everyone, welcome to this bonus episode!

As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age." If you're a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial's key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era.

Enjoy!

In our conversation, the "Bots" covered the following:

00:00 Introduction to the Bonus Episode

01:01 Exploring Generative AI in Law

01:24 Ethical Challenges and Client Confidentiality

01:42 Deep Dive into the Editorial

09:31 Practical Strategies for Lawyers

13:03 Conclusion and Final Thoughts

Resources:

Google Notebook.AI - https://notebooklm.google/

🎙️ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap. Jun 24, 2025

Show notes

Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping.

Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency.

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

What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work?
What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area?
What are the top three issues lawyers should be wary of when using AI?

In our conversation, we covered the following:

[01:07] Matthew Tech Setup

[04:43] Introduction to Pat Snap and Its Features

[13:17] Top Three Ways Lawyers Can Use AI in Their Work

[17:29] Ensuring Confidentiality and Security in AI Tools

[19:24] Transparency and Ethical Use of AI in Legal Practice

[22:13] Contact Information

Resources:

Connect with Matthew:

LinkedIn: linkedin.com/in/matthew-veale
Website: patsnap.com/

Hardware mentioned in the conversation:

Apple XDR Display: apple.com/pro-display-xdr/
Herman Miller Chair: hermanmiller.com/en_eur/products/seating/office-chairs/
Microsoft Surface: microsoft.com/en-us/surface
MuteMe Button: muteme.com
Samsung Curved Monitor: samsung.com/us/computing/monitors/curved/

Software & Cloud Services mentioned in the conversation:

Claude: claude.ai/
Google Patent: patents.google.com/
PatGPT: patgpt.ai/
PatSnap: patsnap.com/
Windows Copilot: copilot.microsoft.com/

🎙️ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing! Jun 10, 2025

Show notes

Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation.

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

What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys?
What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one?
What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change?

In our conversation, we cover the following:

[01:23] Seth's Tech Setup

[09:50] Top Three Tech Tools for Scaling Price Benefits

[11:27] Detailed Explanation of Clio and SmartAdvocate

[12:40] Digital Marketing Changes for Lawyers

[16:09] Importance of Local Search and Reviews

[19:00] Tips for Understanding Google Analytics

[25:13] Final Tips for Future-Proofing Law Firms

Resources:

Connect with Seth:

LinkedIn: linkedin.com/in/sethprice
Website: pricebenowitz.com/
Website: blusharkdigital.com/seth-price-law-firm-blueprint/

Hardware mentioned in the conversation:

Comcast Xfinity: www.xfinity.com/learn/internet-service
Dell Computers: Dell.com
Pixel: store.google.com/intl/en/ideas/google-pixel-phones/
Verizon FiOS: verizon.com/home/internet/fios-fastest-internet/

Software & Cloud Services mentioned in the conversation:

Avvo.com: avvo.com/
Clio Cloud: clio.com/
Eva.ai: eva.ai/hr-4-0-eva-ecosystems-api-and-partners/
HubSpot: hubspot.com/
QuickBooks Online: quickbooks.intuit.com/global/
Salesforce: salesforce.com/
SmartAdvocate: smartadvocate.com/
Supio: supio.com/
TextExpander: textexpander.com/
Yelp: yelp.com/

🎙️ Ep. 112: How Judges and Lawyers Can Use AI Wisely: Judge Scott Schlegel on Best Practices, Pitfalls, and The Future of Legal Tech. May 27, 2025

Show notes

My next guest is the Honorable Judge Scott Schlegel, a nationally recognized judicial innovation and technology leader.

With extensive courtroom and technological experience, Judge Schlegel offers valuable insights into how attorneys can effectively leverage artificial intelligence and legal technology to enhance their workflows. He emphasizes the importance of avoiding common pitfalls while maintaining the highest standards of professional responsibility. Judge Schlegel also underscores the critical need to keep the human in the loop, advocating for a balanced approach that upholds efficiency and legal expertise.

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

What are the top three ways lawyers should use AI for their work, and what are the top three ways lawyers do not use AI correctly today?
What are the top three things lawyers still get wrong with using technology in the courtroom?
AI is the current advancement in technology in the workplace. What are the top three technological advances lawyers should be keeping an eye on soon?

In our conversation, we cover the following:

[00:59] Top Three Ways Lawyers Should Use AI

[04:01] Security and Privacy Concerns with AI

[06:49] Common Mistakes Lawyers Make with AI

[11:52] What Lawyers Are Still Getting Wrong in Court

[18:30] Future Technological Advances for Lawyers

[22:18] Keeping the Human Element in AI Use

Resources:

Connect with Judge Schlegel:

LinkedIn: linkedin.com/in/judgeschlegel/
Substack: judgeschlegel.substack.com

Software & Cloud Services mentioned in the conversation:

LexisNexis: lexisnexis.com/en-us
Westlaw: legal.thomsonreuters.com/en/westlaw

🎙️ Ep. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition. May 13, 2025

Show notes

Our next guest is Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition and CEO of Querious. She shares how lawyers can use AI tools like Querious to make client interactions better and more efficient without losing their personal touch. She explains the common challenges lawyers face in client conversations that led to the creation of Querious. Hilary also discusses the steps Querious has taken to address lawyers' concerns about security, privacy, and ethics, ensuring the platform follows professional rules and keeps client information safe.

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

1. What are the top three ways lawyers can leverage AI tools like Querious to improve the efficiency and quality of their client interactions without compromising the human element of legal practice?

2. What are the top three challenges in attorney-client conversations that led you to Querious?

3. For lawyers who may be hesitant to adopt AI due to security, privacy, or ethical considerations, what are the top three steps Querious has taken to ensure compliance with professional responsibility rules while safeguarding client confidentiality?

In our conversation, we cover the following:

[01:18] Enhancing Client Interaction

[03:46] Key Challenges Driving Querious Adoption

[09:37] Balancing Privilege and Innovation

[12:34] How Querious Ensures Ethical, Secure AI for Lawyers

[17:33] Integration and Future Plans

Resources:

Connect with Hilary:

LinkedIn: linkedin.com/in/hilarybowman/

Website: querious.ai/

Software & Cloud Services mentioned in the conversation:

· Querious: querious.ai/

· Fireflies.ai: fireflies.ai/

🎙️ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live! Apr 29, 2025

Show notes

Join me as we talk with, Katie Fawkes, Director of Marketing at Ecamm. We discuss how lawyers can leverage Ecamm, a live streaming and video production studio for Mac, to enhance their practice. She outlines the top three ways legal professionals can use Ecamm, including remote depositions and virtual hearings.

The discussion compares Ecamm to Zoom, highlighting Ecamm's advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how legal professionals can present themselves effectively and professionally using Ecamm's robust features.

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

What are the top three ways lawyers can use Ecamm to improve virtual client meetings and presentations?
What are the top three tips for lawyers looking to create impactful video content - for example, webinars, tutorials, and thought leadership videos using Ecamm?
What are the top three features of Ecamm that make it particularly useful for lawyers conducting remote depositions or virtual hearings?

In our conversation, we cover the following:

[01:20] Katie's Tech Setup

[07:10] Top Three Ways Lawyers Can Use Ecamm

[09:36] Ecamm vs. Zoom: Additional Functionality

[12:24] Security and Privacy Concerns

[13:37] Top Three Tips for Creating Impactful Video Content

[18:34] Using Ecamm for Remote Depositions and Virtual Hearings

[19:53] Common Tech Issues and Solutions

Resources:

Connect with Katie:

LinkedIn: linkedin.com/in/katie-anne-fawkes/
Website: ecamm.com/

Hardware mentioned in the conversation:

OBSBOT Tiny 2 Cameras: obsbot.com/store/products/tiny-2
Shure MV6 Microphone: shure.com/en-US/products/microphones
Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7
Shure MV7i Microphone: shure.com/en-US/products/microphones/mv7i?variant=MV7i

🎙️ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law. Apr 15, 2025

Show notes

I'm joined by Jacqueline Schafer, Founder and CEO of Clearbrief.ai. Jacqueline shares key insights into how legal professionals can effectively leverage AI. She outlines three essential expectations from legal AI assistants: robust security, accurate and verifiable citations, and seamless integration into legal workflows. Jacqueline addresses common misconceptions about AI, encourages responsible use, and highlights Clearbrief's unique features, including its seamless integration with Microsoft Word and AI-driven document analysis. With a focus on ethics, usability, and innovation, Jacqueline also provides a clear vision for the future of AI in legal practice.

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

What are the top three things lawyers should expect from their legal AI assistant?
What are the top three ways clearbrief.ai differentiates from its competitors?
Regardless of what a lawyer uses, what are the top three things lawyers need to be mindful of regarding their legal and ethical responsibilities?

In our conversation, we cover the following:

[01:09] Jacqueline's Tech Setup

[02:33] Top Three Expectations from Legal AI Assistants

[06:58] Top Three Things Lawyers Should Not Expect from Legal AI Assistants

[08:36] Clearbrief's Unique Features and Differentiators

[17:37] Ethical Responsibilities and Training Staff

Resources:

Connect with Jacqueline:

LinkedIn: linkedin.com/in/jackieschafer
Website: clearbrief.com/

Mentioned in the episode:

Jacqueline at ABA Techshow: linkedin.com/feed/update/urn:li:activity

Software & Cloud Services mentioned in the conversation:

Clearbrief: clearbrief.com/
LexisNexis: lexisnexis.com/en-us

🎙️ Ep. 108: Women Leading Legal Tech: Sonya Palmer on AI, Apple Setup And Essential Tools. Mar 25, 2025

Show notes

Our next guest is Sonya Palmer, COO of Rankings.io and host of the LawHer podcast.

Today, Sonya shares her expertise on women's roles in legal tech, AI-powered marketing, and optimizing workflows within the Apple ecosystem. She addresses common misconceptions about women in law and technology, offers top tech tips for using social media to grow a legal practice, and highlights frequent mistakes professionals make when adopting AI. Sonya also provides practical advice for disconnecting from work, especially for attorneys, and explores how men and women approach tech-based disconnection differently.

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

It's an interesting fact that more women than men play video games. What are the top three misconceptions people have about women in technology and the practice of law?
What are our guest's top three tech tips for using social media to promote a law practice?
What are our guest's top three tech tips for disconnecting from work to get peace of mind while maintaining oversight of the practice? Is there a difference between how men and women better disconnect? If so, what are the top three differences and top three similarities between the two?

In our conversation, we cover the following:

[00:56] Sonya's Tech Setup

[06:15] Misconceptions About Women in Technology and Law

[08:07] Tech Tips for Social Media Promotion in Law Practice

[12:30] Common Errors in Using AI for Marketing

[16:03] Tech Tips for Disconnecting from Work

[20:54] Differences and Similarities in Disconnecting for Men and Women

[22:35] Contact Information

Resources:

Connect with Sonya:

LinkedIn:linkedin.com/in/sonyapalmer/

Website: rankings.io/

Email: sonya@rankings.io

Podcasts Mentioned in the episode:

LawHer Podcast: https://rankings.io/lawher?3c3853b3_page=3&f4df4899_page=2
Mac Geek Gab Podcast: macgeekgab.com/
Mac Power Users Podcast: open.spotify.com/show

Hardware mentioned in the conversation:

Logitech MX Master Mouse: logitech.com/en-in/mx/master-series

Nintendo Switch: nintendo.com/us/gaming-systems/switch

Oura Ring: ouraring.com

Scarlett 2i2 Audio Interface: focusrite.com/products/scarlett-2i2-3rd-gen

Shure Microphone: shure.com/en-us/products/microphones

Whoop Band: whoop.com

Software & Cloud Services mentioned in the conversation:

· Buffer: buffer.com/

· Claude.ai:claude.ai/

· ClickUp: clickup.com/

· Keeper Security: keepersecurity.com/

· MacRumors: www.macrumors.com

· Manus: manus.im/

· NotebookLM: notebooklm.google/

· Notion: notion.com/

· Perplexity: perplexity.ai/

· Slack: slack.com/

· Sunsama: sunsama.com/

· Superhuman: superhuman.com/

🎙️ Ep. 107: AI Demand Pro Co-Founder Travis Easton on Fast, Effective Settlement Drafting! Mar 04, 2025

Show notes

My next guest is Travis Easton, Co-Managing Partner of Easton & Easton LLP and CEO of AI Demand Pro, Inc. We discusses how AI is transforming legal workflows. Travis outlines three benefits of AI: boosting efficiency, revenue, and work quality. He also explores real-world uses of ChatGPT and Claude for tasks like drafting emails while stressing data privacy and accuracy. Furthermore, Travis warns of pitfalls like AI hallucinations and over-reliance, underscoring that lawyers must always review and finalize AI-assisted work to ensure integrity.

All this and more!

Enjoy!

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

What are your top three AI strategies for enhancing daily legal tasks, and how can lawyers integrate them seamlessly?
How does AI Demand Pro leverage AI to streamline legal processes more effectively than traditional methods, and what are the key benefits of this approach?
What are the top three potential pitfalls or red flags that users of AI tools like AI Demand Pro should be aware of to ensure responsible and effective use?

In our conversation, we cover the following:

[00:56] Travis's Tech Setup

[06:29] AI Strategies for Enhancing Legal Tasks

[11:55] Real-Time Examples of AI Use in Legal Practice

[14:54] Potential Pitfalls of AI Tools in Legal Practice

[20:14] Ensuring Responsible and Effective AI Use

[22:33] Contact Information

Resources:

Connect with Travis:

LinkedIn: linkedin.com/in/travis-easton

Website: demandpro.ai/

Email: mailto: travis@demandpro.ai

Software & Cloud Services mentioned in the conversation:

AI Demand Pro: https://www.demandpro.ai
Apple iPad: https://www.apple.com/ipad/
Apple iPhone: https://www.apple.com/iphone/
Apple Keyboard: https://www.apple.com/keyboards/
Apple MacBook Air: https://www.apple.com/macbook-air/
Apple Pencil: https://www.apple.com/apple-pencil/
Apple TV: https://www.apple.com/tv/
CasePeer CRM: https://www.casepeer.com
ChatGPT: https://chat.openai.com
Claude AI: https://claude.ai
DocReviewPad: https://www.litsoftware.com/docreviewpad
ExhibitsPad: https://www.litsoftware.com/exhibitspad
LIT Software Suite: https://www.litsoftware.com
Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word
TimelinePad: https://www.litsoftware.com/timelinepad
TranscriptPad: https://www.litsoftware.com/transcriptpad
TrialPad: https://apps.apple.com/us/app/trialpad-trial-presentation/id1319316401
WordPerfect: https://www.wordperfect.com

🎙️Ep. 106: How Lawyers Can Protect Client Data in the Age of AI - A conversation with Erich Dylus! Feb 18, 2025

Show notes

Our next guest is Erich Dylus, an attorney and programmer who founded Varia Law, a consulting and programming firm focused on autonomous technology, and CamoText, a fully offline text anonymization tool for secure and compliant AI workflows. In this episode, Erich shares practical strategies for protecting client data in the age of AI, explains how CamoText helps lawyers anonymize sensitive information before using large language models (LLMs), and outlines best practices for maintaining confidentiality. He also offers clear advice on choosing the right AI LLM for specific legal tasks.

Tune in for actionable tips and expert insights on safeguarding privacy while leveraging AI in legal practice and more!

Enjoy!

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

What is our guest's top three tips for maintaining privacy and security when using messaging apps like Signal, WhatsApp, Telegram, Messages, etc.?
What are the top three ways CamoText helps lawyers ensure they maintain their clients' PII?
What is our guest's top three specific ways for solo or small firm lawyers (or maybe any entrepreneur, for that matter) to use LLMs?

In our conversation, we cover:

[00.37] Tech Setup - Erich's current tech setup.

[04.46] Messenging - The top three privacy and security maintenance tips for messaging apps.

[10.26] Suspicious Links - The importance of being suspicious about links and files received in messaging apps.

[11.45] CamoText – Erich explains the origin of CamoText.

[15.32] Personally Identifiable Information – CamoText's features for reducing privacy risks.

[21.43] LLM – Erich's concerns and suggestions for using LLMs (Large Language Models).

[24.32] Recommendations – Erich shares his recommendations for different LLMs, highlighting their strengths and typical uses.

Resources

Connect with Erich Dylus

LinkedIn - linkedin.com/in/erich-dylus/

linkedin.com/company/camotext/

linkedin.com/company/varia-law/

Website - camotext.ai/

varia.law/

Equipment Mentioned in the Podcast

Dell Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops
HP Monitors - hp.com/us-en/shop/vwa/accessories-88342--1/subcat=Monitors
iPhone 14 - apple.com/go/2023/iphone-14/
Lenovo X1 Carbon - lenovo.com/lk/en/p/laptops/thinkpad/thinkpadx1/thinkpad-x1-carbon-gen-11-14-inch-intel/len101t0049
Mac Mini - apple.com/shop/buy-mac/mac-mini

Software & Services Mentioned in the Podcast

Cursor AI - cursor.com/
Proton - proton.me/

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