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    Technology

    The Tech Savvy Lawyer

    The Tech Savvy Lawyer interviews Judges, Lawyers, and other professionals discussing utilizing technology in the practice of law. It may springboard an idea and help you in your own pursuit of the business we call “practicing law”. Please join us for interesting conversations enjoyable at any tech skill level!

    Advertise

    Copyright: © ℗ 2020 Michael D.J. Eisenberg

    • Apple Podcasts
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    Latest Episodes:
    Ep. # 95, Revolutionizing Immigration Law and Law Practice as a Whole, Tech Strategies for Modern Attorneys, my conversation with Ruby Powers. Sep 03, 2024
    Show notes

    This week's episode features Ruby Powers, a board-certified immigration attorney, author, speaker, small business owner, law practice management consultant, and podcaster. She is the founder of Powers Law Group, a Houston-based, full-service immigration law firm. She provides comprehensive services such as family immigration, employment-based immigration, consular processing, asylum, deportation, and waivers of inadmissibility. She joined us today from Salt Lake City, Utah just after the 2024 Lex Summit to talk about her current tech setup and share some suggestions for those transitioning to a new LPM.

    In addition to her current tech setup and suggestions for new LPM transitions, she explains what security measures she's taken while traveling internationally and also while border-crossing.

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

    1. What are the top three pieces of tech, whether it be hardware or software, that you think every attorney should have to power up their practice?
    2. You recently transitioned your LPM. What are your top three suggestions to lawyers when they're making this transition?
    3. What are your top three pieces of tech, hardware, software or utility that a lawyer should expect from their LPM?

    In our conversation, we cover:

    [01.27] Tech Setup – Ruby's current tech setup.

    [04.30] Power up – Ruby's best three tech pieces that every attorney should have.

    [07.40] Security – Ruby explains how she maintains security while traveling internationally.

    [08.43] Client data protection – Ruby explains how she secures client data when crossing the border.

    [10.25] LPM Transition – Tuo three suggestions when transitioning to a new legal project management.

    [15.00] The top three pieces of technology, hardware, software, or utilities that lawyers should expect from their legal project management software

    Resources:

    Connect with Ruby

    • LinkedIn - linkedin.com/in/rubypowers/
    • Website -
      • powersstrategygroup.com/
      • rubypowers.com/
    • Power Up Your Practice: Create the Law Firm and the Life You Deserve By Ruby Powers - amazon.com/Power-Up-Your-Practice-Deserve/dp/B0DJB1FL5R
    • Power Up Your Practice Podcast: https://podcasters.spotify.com/pod/show/ruby-powers2

    Equipment Mentioned in the Podcast

    • HP Computers - hp.com/us-en/shop/cat/laptops
    • Jabra Headset - jabra.com/en-apac/
    • Samsung Android - samsung.com/us/smartphones/
    • Yeti Microphone - blueyetimicrophone.com/

    Software & Services Mentioned in the Podcast

    • ChatGPT - chatgpt.com/
    • Dropbox - dropbox.com/
    • f.lux - justgetflux.com/
    • FileVine - filevine.com/
    • Moment - momentcrm.com/

    🎙️ Episode #94, Mastering Legal Tech & Protecting Your Firm's "Brand": From WordPress to Trademarks with Andrea Sager! Aug 20, 2024
    Show notes

    Andrea Sager, Founder and CEO of Legalpreneur, is revolutionizing legal services for small business owners and attorneys. With experience as a BigLaw attorney, small business owner, and small business attorney, Andrea combines her passion for empowerment with expertise, ranking 27th among 40,000 trademark attorneys in the U.S., driving accessible, innovative legal solutions.

    Throughout our conversation, Andrea explains why lawyers should trademark their work. Also, she provides essential podcasting tech tips and discusses strategies to stay compliant with State Bar rules and avoid UPL.

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

    1. What are the top three reasons a lawyer needs to trademark their business, blog, or podcast?
    2. What are your top three tech tips (hardware and software) to make your podcast stand out?
    3. What are your top three tips for ensuring a lawyer does not encroach on State Bar scrutiny with UPL (Unauthorized Practice of Law), etc.?

    In our conversation, we cover the following:

    [00:08] Andrea's Current Tech Setup

    [07:08] Top 3 Reasons Lawyers Should Trademark Their Business, Blog, or Podcast

    [10:53] Tech Tips for Podcasting

    [14:46] Ensuring Compliance with State Bar Rules

    [19:53] Connect with Andrea

    Resources:

    Connect with Andrea:

    • LinkedIn: linkedin.com/in/andrea-sager
    • Website: andreasager.com/
    • Website: thelegalpreneur.com/

    Software & Cloud Services mentioned in the conversation:

    • MyCase: mycase.com/
    • Marketcircle Daylite: marketcircle.com/
    • Riverside: riverside.fm/
    • WooCommerce: woocommerce.com/

    Episode 93, Part II, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! Aug 06, 2024
    Show notes

    In this second part of our conversation with Alexander Paykin, we dive deeper into the practical applications of technology in modern law practice. As a tech-savvy commercial litigator and managing director of The Law Office of Alexander Paykin, P.C., he shares invaluable insights on leveraging cutting-edge tools to enhance legal services.

    Paykin explores the transformative power of cloud computing in law firms, discussing its benefits for collaboration and accessibility while addressing critical security concerns. He offers practical advice on implementing robust cybersecurity measures to protect sensitive client data and maintain ethical standards in the digital age.

    Drawing from his experience and involvement with bar associations, Paykin provides actionable strategies for attorneys to streamline operations, improve client service, and drive growth through technology. He also looks ahead to emerging technologies shaping the future of legal practice.

    This episode is a must-listen for attorneys seeking to harness technology's potential to stay competitive and deliver superior outcomes for clients in an ever-evolving legal landscape.

    We discuss the following question and more!

    1. What are the top three ways cloud computing has changed the way Alex's practice law?
    2. What are the top three cybersecurity concerns that lawyers should be aware of when using cloud-based services?
    3. What are the top three ways Alex sees technology continuing to shape the legal profession in the coming years?

    Bonus question: What advice would you give to attorneys who are looking to adopt new technologies in their practice?

    In this episode, we cover:

    [02:15] - Cloud computing in law practice [06:30] - Cybersecurity concerns and best practices for law firms [11:45] - Client communication and collaboration tools [15:30] - The future of legal technology and emerging trends [20:00] - Advice for attorneys looking to adopt new technologies [24:15] - The importance of continuous learning in legal tech [28:00] - Closing thoughts and contact information for Alexander Paykin

    RESOURCES

    Connect with Alexander

    LinkedIn - linkedin.com/in/alexanderpaykin/

    Website - paykinlaw.net/

    Hardware mentioned:

    Mobile devices (implied in discussion about remote access) Link: https://www.apple.com/iphone/

    Servers (for on-premises hosting) Link: https://www.dell.com/en-us/shop/servers-storage-and-networking/sf/poweredge-rack-servers

    Software mentioned:

    • Adobe Sign (electronic signature software) Link: https://acrobat.adobe.com/us/en/sign.html
    • Clio (practice management software) Link: https://www.clio.com/
    • DocuSign (electronic signature software) Link: https://www.docusign.com/
    • Google Workspace (formerly G Suite) Link: https://workspace.google.com/
    • Microsoft 365 (formerly Office 365) Link: https://www.microsoft.com/en-us/microsoft-365
    • Microsoft Teams (collaboration platform) Link: https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
    • MyCase (practice management software) Link: https://www.mycase.com/
    • Rocket Matter (practice management software) Link: https://www.rocketmatter.com/
    • Slack (team communication platform) Link: https://slack.com/
    • Zoom (video conferencing software) Link: https://zoom.us/

    Episode 93, Part I, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! Jul 23, 2024
    Show notes

    In today's fast-paced world, smart technology has become an essential part of our daily lives, revolutionizing how we manage our homes and workplaces. Integrating smart technology makes daily chores easier and offers strong security measures to safeguard our homes and private data. From smart locks and thermostats to integrated security systems, these advancements provide unparalleled convenience, efficiency, and protection.

    Today, we are joined by Alexander Paykin. He is a commercial litigator, real estate litigator, business lawyer, complex transaction attorney, and the managing director and sole owner of The Law Office of Alexander Paykin, P.C. He is a successful advocate for many complex topics because of his varied life experiences, which have enabled him to comprehend other cultures, mentalities, and points of view. Mr. Paykin's firm is designed as a high-tech, client-centered law firm that focuses on providing efficient services in litigation and complex transactions involving business/commerce, finance, and real estate. On behalf of the American Bar Association, the New York State Bar Association, and other attorney associations and groups, Mr. Paykin often instructs fellow attorneys in continuing legal education (CLE) seminars. In the first part of our conversation with him, he explains how he uses technology to enhance his overall quality of life.

    IN OUR CONVERSATION WE COVER:

    [01.35] Tech setup – Alexander explains his current tech setup and why he recommends investing in a secondary screen.

    [07.46] Data management – Alexander explains his data management and backup strategy.

    [12.58] Encrypted backups – Alexander explains their backup strategy to protect against ransomware and data loss.

    [18.31] Alexander explains why he uses two smartphones.

    [22.16] Safety & Security – Michael explains his approach, which combines practicality with security, showing how to keep essentials organized while minimizing risks.

    [25.32] What's in Alex's wallet?

    [30.12] Technology and daily life – Alexander explains their comprehensive smart home and office setup, focusing on convenience and security.

    RESOURCES

    Connect with Alexander

    • LinkedIn - linkedin.com/in/alexanderpaykin/
    • Website - paykinlaw.net/

    EQUIPMENT MENTIONED IN THE PODCAST

    • Big Skinny Wallets - bigskinny.net/
    • Google Nest Hub Max - store.google.com/product/google_nest_hub_max
    • Google Nest Security Products - https://store.google.com/gb/category/connected_home
    • Google Pixel 8 - store.google.com/product/pixel_8
    • SCOTTeVest - https://www.scottevest.com/
    • XPS Laptop Computers - dell.com/en-us/shop/dell-laptops/scr/laptops/appref=xps-product-line

    Episode #92: Finding the Right Crossroads for AI Use, Success, and the Law, Troy Doucette of AI.Law. Jul 09, 2024
    Show notes

    In the legal landscape, the adoption of new technologies offers remarkable benefits. Tools like AI-driven document drafting systems empower attorneys to efficiently create complex legal documents without needing advanced technical skills. Embracing these kinds of technologies will save time and allow legal professionals to focus on higher-value tasks.

    Troy Doucet is a top-rated litigation attorney, legal tech innovator, and the founder of AI.Law, a legal document drafting system. Having studied economics in college and built a prestigious practice as a litigation lawyer, he has a unique viewpoint on the revolutionary possibilities of artificial intelligence. His knowledge of the litigation process is currently being directed toward creating artificial intelligence to increase accessibility to the legal system. Troy frequently lectures about the impact of artificial intelligence on the legal sector and how it will fundamentally change the way lawyers provide services. Troy has taught multiple programs on consumer law, real estate law, and AI.

    Troy and I discuss the following three questions and more!

    1. What are the top three things AI.Law can do either faster or better than an attorney who does not use AI.Law?
    2. What are three ways AI dot law prevents hallucinations, and what are the top three things attorneys should do when using AI to help draft their documents, prevent you to prevent hallucinations?
    3. What inspired you to create AI.Law?

    In our conversation, we cover:

    [01.29] Tech setup – Troy's current tech setup.

    [02.44] AI.Law – Troy explains how AI.Law works on mobile devices.

    [05.00] Learning obstacles – Troy shares how he shifted from Android to Apple.

    [08.41] The benefits – The advantages of using AI.Law.

    [11.44] Computer proficiency – Troy explains why lawyers don't need advanced technical skills to use AI.Law.

    [13.52] Efficiency – Troy explains how AI.Law can save time and allows legal professionals to focus on higher-value tasks.

    [18.25] Hallucinations – A guide to minimize hallucinations.

    [21.09] Other AIs – Troy talks about the AI products he uses other than AI.Law.

    [22.17] The inspiration – Troy explains what inspired him to create AI.Law.

    [26.00] Terms of Services – The terms of services people should look out for when using AI.

    [29.48] The usage of AI – The importance of choosing the AI that will work best for you.

    [33.40] Do It Yourself – Troy explains his take on lawyers using AI as a DIY service.

    [38.29] Emotional component – How AI can help people in unexpected situations in life.

    Resources:

    Connect with Troy

    • LinkedIn – linkedin.com/in/tdoucet/
    • Website – ai.law/

    SPECIAL DISCOUNT CODE FOR NEW USERS AT AI.LAW: "Tech Savvy"

    Equipment Mentioned in the Podcast

    • HyperX Vision S Webcam – hyperx.com/products/hyperx-vision-s-webcam?variant=43855670411421
    • Infinite RS desktop - us.msi.com/Desktop/Infinite-RS-14th
    • iPhone 15 - apple.com/shop/buy-iphone/iphone-15
    • LG TV - lg.com/uk/tvs-soundbars/smart-tvs/oled48c36la/

    Software & Services Mentioned in the Podcast

    • AI.law - ai.law/
    • MacRumors - macrumors.com/

    🎙️ Episode 91: How Lawyers Could 📈 Improve Their 📹 Online Videos with Mark Wonderlin! 🎬 Jun 25, 2024
    Show notes

    In a world where video content reigns supreme, lawyers can elevate their DIY videos with expert tips while avoiding common mistakes, making their marketing strategies more impactful. Companies like Mosaic Media Films can further enhance attorney videos, ensuring captivating, high-converting content that solidifies a law firm's digital presence and client engagement.

    Meet Mark Wonderlin, the founder of Mosaic Media Films. With a creative approach to business videos, Mark helps companies create content that captivates and converts, driving traffic and boosting sales. His expertise lies in aligning video strategies with clients' marketing goals.

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

    1. What are the top three reasons professionals like lawyers need video on their web pages, social media, marketing, etc?
    2. What are the top three ways lawyers can improve their DIY videos?
    3. Without naming names, what are the top three mistakes you've seen professionals like lawyers make in their videos?

    In our conversation, we cover the following:

    [01:30] Mark's Tech Setup

    [11:16] Top Three Tips for DIY Videos

    [14:15] Top 3 Reasons Lawyers Need Video in Their Digital Marketing Strategy

    [16:11] Top 3 Tips for Lawyers to Enhance Their DIY Videos

    [21:58] Top 3 Ways Companies Like Mosaic Can Enhance Attorneys' Video Content

    [27:33] Top 3 Common Mistakes Lawyers Make in Their Videos

    [32:35] Learn More About Mosaic Media Films

    Resources:

    Connect with Mark:

    • LinkedIn: linkedin.com/in/markwonderlin/
    • Free Resources: mosaicmediafilms.com/resources/
    • Website: mosaicmediafilms.com/

    Hardware mentioned in the conversation:

    • DJI Mic: dji.com/global/mic
    • Hollyland Mics: store.hollyland.com/collections/hollyland-microphones
    • Mac Studio: apple.com/mac-studio/
    • Razer Kiyo Pro: razer.com/streaming-cameras/razer-kiyo-pro
    • Samsung Curved LCD Monitor: samsung.com/levant/monitors/curved/
    • Sennheiser Lavalier Microphone: sennheiser.com/en-us/catalog/products/microphones/xs-lav/xs-lav-usb-c

    Software & Cloud Services mentioned in the conversation:

    • Parallels:parallels.com
    • Parsec: parsec.app/

    Episode #90: How Lawyers Can Balance Work and Personal Tech: Insights from Paul Secunda on Privacy and Productivity! Jun 11, 2024
    Show notes

    Emerging technologies simplify many aspects of life, but they also make it increasingly challenging to safeguard privacy in both personal and professional settings. As a lawyer, it is essential for you to stay informed about how to protect privacy by utilizing the appropriate tools and equipment. Paul Secunda joined us today to talk about protecting your privacy, building open communication between employer and employee, tech tips to focus on your work, and more. Paul Secunda is a partner at Walcheske Luzi LLC. He leads the ERISA litigation unit, which focuses on retirement, medical, and disability class action litigation. He also serves as a consultant, testifying expert, and mediator in the fields of employee benefits and workplace law. Paul is a former labor and employment law professor with 18 years of experience at two law schools, focusing on employment law and employee benefits. Throughout his career, Paul has been engaged in litigating, teaching, and writing about workplace law, handling tasks from reviewing employee handbooks to managing complex class action lawsuits and submitting amicus briefs to the Seventh Circuit Court of Appeals and the U.S. Supreme Court. Paul's expertise spans employee rights and the practical application of technology in both professional and personal contexts. Join Paul and me as we talk about the following three questions and more! What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? What are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm? What are your top three tech tips to ensure focus at work, to help prevent necessary work during personal time? In our conversation, we cover: [01.28] Tech Setup - Paul's current tech setup. [09.00] The Balance – Balancing technology as a small law firm. [10.00] Tech tips – Paul shares some tech tips for separating personal and professional life. [11.40] Clients - How to work with overbearing clients? [13.26] Superiors – Paul explains how you can handle your superiors. [16.38] Open Communication – The importance of open communication between employer and employee. [20.06] Tech Rights – Paul explains how employee privacy rights differ significantly between public and private workplaces. [25.44] Tracking Software – Paul explains why he would advise against letting your employer put tracking software in your computer. [29.52] Focusing on work – Paul shares three tech tips you can use to focus on your work and prevent working on your personal time. Resources: Connect with Paul LinkedIn - linkedin.com/in/paul-secunda-a17228/ Website - walcheskeluzi.com/ Equipment Mentioned in the Podcast Fujitsu Scanners - thescannershop.com/fujitsu-scanners/ HP Printers - hp.com/us-en/shop/mdp/printers/laserjet-pro iPhone 15 Pro - apple.com/iphone-15-pro/ MacBook Air - apple.com/macbook-air/ Software & Services Mentioned in the Podcast Adobe Acrobat Reader - get.adobe.com/reader/ Clio - clio.com/ Sanebox - sanebox.com/ TurboScan - play.google.com/store/apps/details?id=com.piksoft.turboscan WordPerfect - wordperfect.com/en/ Transcript 00:00:00] Michael D.J. Eisenberg: Episode 90, Balancing Your Use of Technology Between Your Work and Home with Labor and Employment Lawyer, Paul Secunda. [00:00:19] Michael D.J. Eisenberg: Paul is a former Labor and Employment Law professor with 18 years of experience at two different law schools specializing in ERISA and Employee Benefits Law. He is now an attorney with Woltersky Luzzi, LLC. Paul's legal career has been devoted to litigating, teaching, and writing about workplace law issues, handling all aspects of the employment relationship, from reviewing employee handbooks and summary plan descriptions, to litigating complex class action cases, and submitting amicus briefs to the Seventh Circuit Court of Appeals and the United States Supreme Court. [00:00:46] Michael D.J. Eisenberg: Paul caught my attention with his law journal article, The Employee Right to Disconnect, after I come across California's recent Employee Right to Disconnect bill. This bill would require employers to create a written policy guaranteeing California employees the right to disconnect from work communications during non working hours. [00:01:01] Michael D.J. Eisenberg: Join Paul and me as we discuss how employees, including lawyers, have rights and practical uses of technology in both their workplace and their private lives. Enjoy! [00:01:09] #Add Read #1: Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:09] Michael D.J. Eisenberg: Have you been enjoying the techsavvylore. page podcast? Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:21] Michael D.J. Eisenberg: Paul, welcome to the podcast. [00:01:23] Paul Secunda: Thank you for having me. [00:01:24] Michael D.J. Eisenberg: I appreciate you being here and to get things started, [00:01:26] Our Guest's Current Tech Setup! [00:01:26] Michael D.J. Eisenberg: please tell us what your current tech setup is. [00:01:28] Paul Secunda: Well, currently I'm working on a MacBook Air, about 11 inch screen and being assisted by the new iPhone 15 pro. [00:01:37] Michael D.J. Eisenberg: Nice. And is your MacBook Air, is it an M1 chip or an M2, M3, or are we looking at an Intel processor? [00:01:43] Paul Secunda: This is from 2023, and I believe it's an M2 chip. [00:01:48] Michael D.J. Eisenberg: Very nice. How do you like the speed? [00:01:50] Paul Secunda: The speed is much better than my previous iteration from 2019, which was a much slower processor, so I very much appreciate it. [00:01:59] Michael D.J. Eisenberg: So, I'm guessing that was an Intel chip? That is correct. So you should really notice like a boost. [00:02:04] Paul Secunda: And when you're working and jamming away at five different things at the same time, it really does make a difference as far as getting stuff done on a timely basis. [00:02:12] Michael D.J. Eisenberg: How has the battery been on that? [00:02:14] Paul Secunda: The battery's been okay. I would say I could go about three or four hours. But I'm on a high light and I am meaning I'm, I have a high brightness, I should say, and that seems to drain the battery, but I need that just to see things better, but I'm mostly plugged in most of the day. [00:02:31] Paul Secunda: So I don't really go without the plug, whether I'm at a deposition or whether even if I'm in the courtroom, I usually find a plug to plug in. So I haven't really had to test it that much. Do [00:02:43] Michael D.J. Eisenberg: you carry a backup battery with you? [00:02:44] Paul Secunda: I do not. [00:02:45] Michael D.J. Eisenberg: But I want to check out the anchor. Product line, they come up some really good backup batteries that are usually fairly light will fit in your suitcase or your briefcase. [00:02:52] Michael D.J. Eisenberg: I should say, [00:02:53] Paul Secunda: okay, well, I'm ready right now, [00:02:55] Michael D.J. Eisenberg: just sort of as an emergency. And if you go like on Amazon or something similar, I'm sure you'll find a deal at some point anchors had like 20 percent off. Here and there, and there's some good options. There's also of course other brands, but I would go with a reliable brand to make sure that the battery is made well, gonna last a while, and also doesn't cause some sort of like back feed, some sort of back charge by accident. [00:03:17] Paul Secunda: No, that's, that's really much appreciated because needless to say, that can be a lifesaver. [00:03:21] Michael D.J. Eisenberg: And any other tech that you use? [00:03:23] Paul Secunda: Well, I, I did mention the phone, but really I'm a fairly lean and mean operator, I guess. [00:03:29] Michael D.J. Eisenberg: So I have to ask, do you have a printer and do you use it a lot? [00:03:32] Paul Secunda: I tried to avoid printing out copies. [00:03:35] Paul Secunda: Can I use an app called TurboScan? In other words, I did take whatever I get in the mail or from others and put it in PDF form almost immediately. I digitize. And thereafter, whether I'm dealing with, let's say, a deposition, a court reporter, or various chambers, I try to stick mostly with PDF files. This is also true with dealing with opposing counsel. [00:04:01] Paul Secunda: We tend not to send things to each other by snail mail anymore. I send documents in discovery through servers and or digital files. [00:04:11] Michael D.J. Eisenberg: Do you have a PDF reader of preference? [00:04:13] Paul Secunda: Adobe Acrobat. [00:04:14] Michael D.J. Eisenberg: Okay. [00:04:15] Paul Secunda: Yeah, I use Word, Microsoft Word for my word process. [00:04:18] Michael D.J. Eisenberg: And you don't use Pages? Apple Pages? [00:04:21] Paul Secunda: Well, only when it, sometimes I get documents in Pages form. [00:04:26] Paul Secunda: Really? And so what I'll do, unusual, unusual, but what I'll do is I'll redo the format into Microsoft Word. It's what I'm comfortable operating in. [00:04:34] Michael D.J. Eisenberg: So I have to ask, the app that you use, when you get a lot of, Documents. I mean, isn't that a little time consuming to have to take a picture page by page by page? [00:04:43] Paul Secunda: Yeah. If I were to get a lot of documents, like a bundle, we'd feed it to the printer we do have in our office. Okay. And I would put it onto a thumb drive and then put it on my server that way. But if you're dealing with anything, let's say less than 25 pages, which is a lot of my documents, It's very handy. [00:05:01] Paul Secunda: It's very easy to use and the, the pages that are generated are very accurate and look good. [00:05:06] Michael D.J. Eisenberg: Yeah. I use the Fujitsu scan snap, which is considered like a staple of any cell loan, small practitioners. It's an ADF on a document feeder that. Takes 50 pages at a time and could really move through a lot of documents. [00:05:20] Michael D.J. Eisenberg: When I started practice way back when I was dealing with a lot of large VA files, Department of Veterans Affairs files for my clients. And that could be like a thousand, two or three thousand pages. And that would just taking, of course, also back then the iPhones and other smartphones, PDF capture was not as good as it is today. [00:05:38] Paul Secunda: That is true. And so I guess I should say in talking about PACs, since you've brought up the printer, I am using a Let's see if I can find it here. An HP laser jet pro. You eight zero. Wow. Yeah. So [00:05:53] Michael D.J. Eisenberg: how many pages can you fit into the scanner of that printer? [00:05:56] Paul Secunda: I think the feeder is up to 50 pages. [00:05:58] Michael D.J. Eisenberg: Cool. And you know about inkjet superstore, right? [00:06:01] Paul Secunda: I do, because we all know that inkjet could drive you into bank. [00:06:04] Michael D.J. Eisenberg: Although I haven't had to order for them in like a couple of years, because since COVID, everything's really gone, really, really gone digital. [00:06:12] Paul Secunda: Yeah. And that's what I was trying to say, which is I really don't do unless it's sent to me. I am not one to send other people things by hard copy. [00:06:22] Paul Secunda: I really do try to avoid it, not just because it's inconvenient, but all that sustainability stuff as well. [00:06:27] Michael D.J. Eisenberg: Gotcha. Gotcha. I'm with you on that. So you have an HP printer and what you have an all Apple. [00:06:34] Paul Secunda: No, this is very interesting. I'm the only person in my office who uses Apple, all the other partners that I have, of which there are four other partners on a HP slash Lenovo type of platform. [00:06:47] Paul Secunda: And so the way we handle that is we use a Clio, which is just a management software interacting with a Google business server, this kind of application. [00:06:58] Michael D.J. Eisenberg: So you have a Google business account, correct? And why don't you use. Google Docs versus Microsoft Word. [00:07:04] Paul Secunda: I just am a dinosaur, I guess. I've been in practice for 27 years and I just feel more comfortable. [00:07:11] Paul Secunda: It's not that I don't use Google Docs. I do. And in fact, some clients prefer to use Google Docs and I've I've certainly I have that capability, especially when we're working on documents together. It can be very, but if I'm writing a brief or if I'm writing other types of documents, I tend to feel just more comfortable in the Microsoft world when we're talking about something like that. [00:07:35] Michael D.J. Eisenberg: Fair enough. Fair enough. So wait, you're not using WordPerfect. [00:07:37] Paul Secunda: I'm not using it. It's funny. I started my life using WordPerfect. When I was in college and law school, I was a WordPerfect guy, and somewhere in the late 90s, early 2000s, maybe when I became a law professor, which was in 2002, I started using Microsoft Word and never went back. [00:07:53] Paul Secunda: So at this point, it's been over two decades I've been on Microsoft Word. [00:07:57] Michael D.J. Eisenberg: Do you believe that they still make WordPerfect and that some lawyers actually still use WordPerfect because of whatever little, the macros that they made, that they're afraid to start over again, which is amazing. [00:08:07] Paul Secunda: I have co counsel who use WordPerfect and Needless to say, we've come up with a way of interacting that doesn't get all sorts of codes and other problematic things in our documents. [00:08:17] Paul Secunda: But yes, there are a few people still out there. They're diehards, I would say. [00:08:20] Michael D.J. Eisenberg: How well does the conversion work between a WordPerfect document and a Microsoft Word document going back and forth with the file itself? [00:08:28] Paul Secunda: I would compare it to, have you ever used the converter on like an Adobe and gone to a Microsoft Word document? [00:08:34] Paul Secunda: Yes. So there are problems, right? You have to go through that document and take out codes and other types of information that is either wrong, or like, for instance, it messes up the footnotes, but you have to then remember the footnotes. So I would say it's very similar. I would say that you run into a lot of the same types of problems between Word Perfect and Word that you see between like Adobe and Word. [00:08:55] Michael D.J. Eisenberg: I commend you for you guys being able to work through that. [00:08:58] Paul Secunda: We are a. As a sole practitioner, you will understand that as a very small office, we do a lot of things on our own. We have no secretaries, no administrative assistants, no paralegals. We do our own work, and so when we do it, we try to do it in a way that is most comfortable for us individually. [00:09:17] Paul Secunda: But also we need to interact as a firm. So we're trying to have a tech balance there. If you will. [00:09:23] Michael D.J. Eisenberg: Yeah. I used to use open office, but I had a paralegal law clerk who had been with me for a while. And it just became too much for her that ultimately ended up getting Microsoft office just because I wanted to sort of keep the peace. [00:09:35] Paul Secunda: But people have a lot of, this comes up also in the PowerPoint world. When you're used the Google version or with the spreadsheets, people are very comfortable with Excel. So fine. There's a comfort there for a lot of people, including myself. Yeah. Well, let's get into the questions. Yeah. Okay. Please. [00:09:53] Q?#1: What are the top three t…

    Full show notes at the publisher

    Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator. May 28, 2024
    Show notes

    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

    Resources:

    Connect with Tony:

    • Email: tv@universalmigrator.com
    • LinkedIn: linkedin.com/in/tony-valenti
    • Website: universalmigrator.com/

    Hardware mentioned in the conversation:

    • Anker speakerphone: ankerwork.com/products/a3301
    • Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
    • Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl
    • Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor

    Software & Cloud Services or Apps mentioned in the conversation:

    • Clio: clio.com/
    • Faster Suite: fasterlaw.com/
    • Lawmatics: lawmatics.com/
    • Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator
    • MyCase: mycase.com/
    • NetDocuments: netdocuments.com/
    • PracticePanther: practicepanther.com/
    • Rocket Matter: rocketmatter.com/
    • Stream Deck Plugins: barraider.com/
    • Universal Migrator: universalmigrator.com/

    Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer. May 15, 2024
    Show notes

    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

    Resources:

    Connect with Katherine:

    LinkedIn: linkedin.com/in/kporterjd/

    Website: theresourcefullawyer.com/

    Mentioned in the episode:

    Hardware mentioned in the conversation:

    • Blue Yeti Microphone: blueyetimicrophone.com/
    • Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
    • Microsoft Surface: microsoft.com/en-us/surface ​

    Software & Cloud Services mentioned in the conversation:

    • ClickUp: clickup.com/
    • Dubsado: dubsado.com/
    • Make: make.com/
    • Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
    • Miro: miro.com/
    • Mural: mural.co/
    • PandaDoc: pandadoc.com/
    • Zapier:zapier.com/

    Episode 87: Finding New Homes for Old Tech with Loren Williams of PCs for People! Apr 30, 2024
    Show notes

    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

    Resources:

    Connect with Loren:

    1. Email: lwilliams@pcsforpeople.org
    2. LinkedIn: linkedin.com/in/loren-r-williams/
    3. Phone: 773-988-6908
    4. Website: pcsforpeople.org

    Mentioned in the episode:

    Hardware mentioned in the conversation:

    • Apple Mac (MacBook): Apple MacBook
    • Google Pixel: store.google.com
    • Lenovo ThinkPad: lenovo.com
    • Samsung phones: Samsung Mobile

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