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The Tech Savvy Lawyer

The Tech Savvy Lawyer

Auteur(s): Michael D.J. Eisenberg
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 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!© ℗ 2020 Michael D.J. Eisenberg Politique
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  • 🎙️ Ep. #128: Building a Tech-Forward Law Firm: AI Intake, CRM Strategy, and Client Experience with Colleen Joyce!

    🎙️ Ep. #128: Building a Tech-Forward Law Firm: AI Intake, CRM Strategy, and Client Experience with Colleen Joyce!
    Jan 6 2026
    My next guest is Colleen Joyce, CEO of Lawyer.com, a company that connects over 1 million consumers monthly with qualified attorneys across the country. With nearly 20 years of experience transforming how law firms market themselves and manage their operations, Colleen has seen what works and what doesn't when it comes to legal technology adoption. 🚀 Join Colleen Joyce and me as we discuss the following three questions and more! What are the top three non-negotiable technologies? Beyond the essential lead generation that Lawyer.com provides, what specific CRM automations, financial analytics, or project management tools would you implement immediately to ensure a firm scales profitably rather than just chaotically?What are the top three specific intake bottlenecks that AI can now solve better than a human receptionist? Based on the data you're seeing from your new AI initiatives, which intake bottlenecks can AI now solve to allow attorneys to focus primarily on high-value legal work?What are the top three human touchpoints in the client lifecycle that a lawyer should never automate? From your experience overseeing millions of consumer connections, which touchpoints are crucial for building the trust and transparency that leads to long-term referrals? In our conversation, we cover the following: [00:00:00] Episode introduction and title read[00:01:00] Editor's note on audio quality[00:01:30] Welcoming Colleen Joyce to the podcast[00:01:45] Colleen's current tech setup: MacBook Pro, iPhone 16, iPad, and curved Dell monitor[00:02:00] Discussion about iPhone models and AppleCare benefits[00:04:00] MacBook Pro specifications and upgrade recommendations (Intel vs. M chip)[00:05:00] Benefits of curved monitors for productivity and focus[00:06:00] Question #1: Top three non-negotiable technologies for modern law firms[00:07:00] The importance of intake technology and CRM systems[00:07:30] Project management tools for team accountability[00:08:00] Budget-friendly options and freemium platforms for new lawyers[00:09:00] Question #2: AI intake bottlenecks that AI solves better than humans[00:10:00] The value of empathetic AI agents and information capture[00:11:00] Training AI agents for legal-specific scenarios and language[00:12:00] Consumer resistance to AI vs. human agents and the generational shift[00:13:00] Scheduling tools like Calendly and client resistance to automation[00:14:00] Legal profession's technology adoption over the past 3-5 years[00:15:00] The declining use of printers in modern legal practice[00:16:00] Question #3: Human touchpoints that should never be automated[00:17:00] The importance of relationship building during the client onboarding "courting period"[00:18:00] Using technology processes to screen potential clients for fit[00:19:00] Where to find Colleen Joyce and her weekly Fast Five newsletter[00:19:30] Closing remarks and next episode preview RESOURCES Connect with Colleen Joyce LinkedIn: https://www.linkedin.com/in/colleenjoyce/Company Website: https://www.lawyer.comNewsletter: The Fast Five (published weekly on Tuesdays via LinkedIn) Mentioned in the Episode MacRumors.com - https://www.macrumors.com (Apple product buying guides and release cycles)The Fast Five Newsletter - Weekly newsletter covering AI trends and business growth strategies for law firmsCalendly - https://calendly.com (Scheduling automation tool) Hardware Mentioned in the Conversation MacBook Pro (17-inch with Intel chip) - https://www.apple.com/macbook-pro/MacBook Pro with M4/M5 Chip - https://www.apple.com/macbook-pro/iPhone 16 - https://www.apple.com/iphone-16/iPad - https://www.apple.com/ipad/Dell Curved Monitor (22-24 inch) - https://www.dell.com/monitorsHP Printer - https://www.hp.com/printersSit-Stand Desk - (Various manufacturers) Software & Cloud Services Mentioned in the Conversation Plaud (Audio Recording App) - https://www.plaud.aiiMessage - https://www.apple.com/messages/Slack - https://slack.comMonday.com - https://monday.com (Project management and team collaboration)ChatGPT - https://chat.openai.com (AI research and recommendations)Calendly - https://calendly.com (Appointment scheduling)AppleCare - https://www.apple.com/support/products/AI Intake Platforms (Various legal-specific platforms discussed generically)CRM Systems (Various customer relationship management platforms discussed generically)Case Management Systems (Various legal practice management platforms discussed generically)
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    20 min
  • 🎙️Ep. 127: Mastering Legal Storytelling and AI Automation with Joshua Altman 🎙️⚖️

    🎙️Ep. 127: Mastering Legal Storytelling and AI Automation with Joshua Altman 🎙️⚖️
    Dec 23 2025
    OUR next guest is Joshua Altman, the Managing Director of Beltway.Media, a DC-based communications firm that specializes in helping brands cut through the noise. A former multimedia journalist for The Hill, Joshua spent several years covering high-stakes federal policy and election cycles from the front lines. Today, he translates that newsroom pace into strategy for professional services firms, startups, and federal agencies. He joins me to discuss why storytelling isn't just a marketing buzzword—it's a critical operating system for modern law practice. Join Joshua Altman and me as we discuss the following three questions and more! What are the top three technology tools or platforms you recommend that would help attorneys transform a single piece of thought leadership into multiple content formats across channels, and how can they use AI to accelerate this process without sacrificing their professional voice?What are the top three mistakes attorneys and law firms make when communicating during high-stakes situations—whether that's managing negative publicity, navigating a client crisis, or pitching to potential investors—and how can technology help them avoid these pitfalls while maintaining their ethical obligations?What are the top three metrics for their online marketing technology investments that attorneys should actually be tracking to demonstrate return on investment, and what affordable technology solutions would you recommend to help them capture and analyze this data? In our conversation, we cover the following: [00:00] Introduction to Joshua Altman and Beltway.Media.[01:06] Joshua's current secure tech stack: From Mac setups to encrypted communications.[03:52] Strategic content repurposing: Using AI as a tool, not a replacement for your voice.[05:30] The "Human in the Loop" necessity: Why lawyers must proofread AI content.[10:00] Tech Recommendation #1: using Abacus.AI and Root LLM for model routing.[11:00] Tech Recommendation #2: Automating workflows with Gumloop.[15:43] Tech Recommendation #3: The "Low Tech" solution of human editors.[16:47] Crisis Communications: Navigating the Court of Public Opinion vs. the Court of Law.[20:00] Using social listening tools for litigation support and witness tracking.[24:30] Metric #1: Analyzing Meaningful Engagement (comments vs. likes).[26:40] Metric #2: Understanding Impressions and network reach (1st vs. 2nd degree).[28:40] Metric #3: Tracking Clicks to validate interest and sales funnels.[31:15] How to connect with Joshua. RESOURCES: Connect with Joshua Altman Email: jaltman@beltway.mediaLinkedIn: linkedin.com/in/joshuaaltmanWebsite: beltway.media Mentioned in the episode Beltway.Media - Joshua's communications firm.The Hill - Multimedia journalism background. Hardware mentioned in the conversation Apple iPad ProApple iPhone ProApple MacBook Pro Software & Cloud Services mentioned in the conversation Abacus.AI - AI platform mentioned for its "Root LLM" model routing feature.ChatGPT - AI language model.Claude - AI language model.Constant Contact - Email marketing platform.Gumloop - AI automation platform for newsletters and social listening.LinkedIn - Professional social networking.MailChimp - Email marketing platform.Proton Mail - Encrypted email service.Tresorit - End-to-end encrypted file sharing (secure Dropbox alternative).
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    33 min
  • 🧪🎧 TSL Labs Bonus Podcast: Open vs. Closed AI — The Hidden Liability Trap in Your Firm ⚖️🤖

    🧪🎧 TSL Labs Bonus Podcast: Open vs. Closed AI — The Hidden Liability Trap in Your Firm ⚖️🤖
    Dec 19 2025
    Welcome to TSL Labs Podcast Experiment. 🧪🎧 In this special "Deep Dive" bonus episode, we strip away the hype surrounding Generative AI to expose a critical operational risk hiding in plain sight: the dangerous confusion between "Open" and "Closed" AI systems. Featuring an engaging discussion between our Google Notebook AI hosts, this episode unpacks the "Swiss Army Knife vs. Scalpel" analogy that every managing partner needs to understand. We explore why the "Green Light" tools you pay for are fundamentally different from the "Red Light" public models your staff might be using—and why treating them the same could trigger an immediate breach of ABA Model Rule 5.3. From the "hidden crisis" of AI embedded in Microsoft 365 to the non-negotiable duty to supervise, this is the essential briefing for protecting client confidentiality in the age of algorithms. In our conversation, we cover the following: [00:00] – Introduction: The hidden danger of AI in law firms. [01:00] – The "AI Gap": Why staff confuse efficiency with confidentiality. [02:00] – The Green Light Zone: Defining secure, "Closed" AI systems (The Scalpel). [03:45] – The Red Light Zone: Understanding "Open" Public LLMs (The Swiss Army Knife). [04:45] – "Feeding the Beast": How public queries actively train the model for everyone else. [05:45] – The Duty to Supervise: ABA Model Rules 5.3 and 1.1[8] implications. [07:00] – The Hidden Crisis: AI embedded in ubiquitous tools (Microsoft 365, Adobe, Zoom). [09:00] – The Training Gap: Why digital natives assume all prompt boxes are safe. [10:00] – Actionable Solutions: Auditing tools and the "Elevator vs. Private Room" analogy. [12:00] – Hallucinations: Vendor liability vs. Professional negligence. [14:00] – Conclusion: The final provocative thought on accidental breaches. RESOURCES Mentioned in the episode ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/ ABA Model Rule 1.1, Comment 8 (Technology Competence): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/ and https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/#:~:text=of%20these%20Rules.-,Maintaining%20Competence,all%20continuing%20legal%20education%20requirements%20to%20which%20the%20lawyer%20is%20subject.,-Back%20to%20Rule Software & Cloud Services mentioned in the conversation Lexis+ AI (LexisNexis): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page Protégé (LegalMation/LexisNexis context): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page Westlaw Precision (Thomson Reuters): https://legal.thomsonreuters.com/en/products/westlaw-precision Co-Counsel (Casetext/Thomson Reuters): https://casetext.com/co-counsel Harvey AI: https://www.harvey.ai/ vLex Vincent AI: https://vlex.com/vincent-ai ChatGPT (OpenAI): https://chat.openai.com/ Perplexity AI: https://www.perplexity.ai/ Claude (Anthropic): https://claude.ai/ Microsoft 365 Copilot (Teams/Word): https://www.microsoft.com/en-us/microsoft-365/enterprise/copilot Adobe Creative Cloud (AI features): https://www.adobe.com/ai/overview.html Zoom AI Companion: https://www.zoom.us/aihttps://www.zoom.com/en/products/ai-assistant/
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    16 min
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