I spoke with a legaltech consulting veteran, who has lots of thoughts about the current state of technology implementation in law firms + how AI is changing the way attorneys operate.

Episode Highlights

02:00 - Effective solutions for technology issues.

05:35 - Solo attorney overwhelmed by marketing success.

06:09 - Embracing AI before hiring staff.

07:40 - Advancing legal tech adoption.

09:23 - Big firm inefficiencies as a small firm advantage.

10:56 - Past the paperless office era.

12:19 - The significance of the cloud for AI advancement.

14:00 - Encouragement to explore beyond generative AI.

16:34 - Custom GPTs for tailored tasks.

18:17 - Perspective on cruises and travel.

20:15 - Utilizing smartphones to the fullest.

23:22 - Psychology of technology resistance.

25:29 - Disciplined technology adoption.

28:00 - Digital nomad lifestyle for lawyers.

30:15 - Importance of password managers.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Ernie Svenson

• https://ernietheattorney.net/

• https://www.linkedin.com/in/ernieattorney/

I spoke with an attorney who aggressively implements AI in his law firm, and teaches other lawyers to do the same.

Highlights

09:03 - AI and Prompt Engineering

18:46 - Perplexity and AI Search Engine

21:03 - Perplexity Partners with Legal Zoom

24:02 - Federal Regulations on AI

28:36 - Tools to Start with AI in Legal Practice

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Josh Noffke

• https://www.brasstacksai.com/

• https://www.linkedin.com/in/joshnoffke/

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.

Highlights

02:07 - Importance of addressing people and technology roadblocks.

03:10 - Modern to modern case management transition.

06:56 - The role of bookkeepers as roadblocks.

11:13 - Addressing partners who resist tech adoption.

15:50 - The critical first step in evaluating software.

17:45 - Adriana’s unexpected journey into owning a perfume shop.

24:25 - Increasing efficiency with case management systems.

26:32 - The necessity of using Microsoft 365 and Copilot.

31:33 - Exploring new PDF tools with Adobe AI.

35:39 - Integrating AI smartly into legal practices.

36:47 - The potential of AI for administrative tasks.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Adriana Linares

• https://www.lawtechpartners.com/

• https://madameaucoinperfume.com/

• https://madameaucoinperfume.com/

I talked with an expert on managed IT services for law firms about the state of the industry.

Episode Highlights

04:02 - The emergence of managed service providers.

05:02 - Affordable tech solutions for law firms.

06:39 - Three essential aspects of law firm tech: functionality, accessibility, security.

07:59 - Legal industry survey insights.

09:19 - Law firms’ cautious adoption of AI.

12:39 - Irish cultural discussion: Playwrights and sports.

13:56 - Description of the sport of Hurling.

17:39 - Importance of strategic IT planning for law firms.

21:40 - Encouragement for proactive IT management.

27:07 - AI in managed service providers.

31:41 - Creating policies around AI use in law firms.

35:39 - Growing risks of cybersecurity due to AI advances.

39:49 - Current investments in cybersecurity.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Darragh Fitzpatrick

• https://www.tabush.com/

• https://www.linkedin.com/in/darraghfitzpatrick/

I spoke with the founder of a document assembly program about the latest software upgrades in the space.

Episode Highlights

05:40 - Eric Burdon’s document drafting woes

09:47 - Genesis of Office and Dragons

18:52 - Importance of tailored document automation

21:22 - Limitations and role of AI in law

23:30 - Ensuring accuracy with AI-assisted processes

28:17 - Future of document assembly and legal tech

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Samuel Smolkin

• sam@officeanddragons.com

• https://www.officeanddragons.com/

• https://www.litera.com/

I talked with an implementation consultant about how to best leverage your law firm CRM.

Episode Highlights

03:32 - Wendy Wylde’s approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com

• https://redcavelegal.com/

• https://www.linkedin.com/in/jaredcorreia

• https://twitter.com/RedCaveLegal

• www.linkedin.com/in/jaredcorreia/

• Connect with Wendy Wylde

• https://www.linkedin.com/in/wendy-wylde/

• https://matterflowadvisors.com/

I spoke with an attorney about how AI is changing, and will continue to change, the practice of law.

Episode Highlights
03:29 - Trust issues with AI at law firms.
05:50 - Tribal law insights.
08:36 - AI in law: Career impact.
11:06 - Challenges of upskilling with AI.
14:10 - Data preparation importance.
18:34 - Dangers of premature regulation.
23:18 - AI agents in legal practice.
26:41 - Potential destabilization by AI.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Justin Cary
• https://dwmlaw.com/
• JCary@dwmlaw.com
• https://dwmlaw.com/profile/justin-b-cary/

I spoke with a personal injury attorney, who has started a technology-first law practice.

Episode Highlights
04:26 - Discussion on AI tools for document referencing.
07:00 - Rob discusses starting a successful law practice.
10:28 - Experimenting with legal tech as a new law firm.
11:59 - Efficient management of PI medical records.
13:34 - Use of AI in settlement demands.
16:10 - Deposition software evolution.
20:46 - Market opportunity for case strength analysis software.
22:32 - Discussion on managing practice in different states.

Episode Resources

• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Rob Hartigan
• https://lionhartlaw.com/