TheTechSavvyLawyer.Page Podcast

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! What are the top three things AI.Law can do either faster or better than an attorney who does not use AI.Law? 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?   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/  

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! What are the top three reasons professionals like lawyers need video on their web pages, social media, marketing, etc? What are the top three ways lawyers can improve their DIY videos? 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/

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 tech tips you would advise any lawyer to maintain a separation from work and personal time? [00:09:53] Michael D.J. Eisenberg: What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? [00:09:59] Paul Secunda: Well, the first thing is to put down your darn phone, right? I mean, no one can contact you if you're not constantly getting push notifications by text or by email or by some chat feature. Put down your phone, turn it off. It's good for your mental health and it will be very hard for people to reach you. [00:10:17] Paul Secunda: Now, needless to say, a lot of people are not going to do that because they feel at least in emergency situations that they need to be contacted. Intactable. So if you're going to keep your phone on, which gets into number two, I would tell you to really evaluate what's being asked. And when I say evaluate, I mean, consider the duration of how long it will take to do what's being asked. [00:10:40] Paul Secunda: If it's something that will take you a minute or two, okay, no big deal. And if you're helping someone out, go do it. But if you're talking about hours and interrupting your sleep, then really, I think you, you need to write back to the person who is writing you and ask them. them the priority and what's involved that requires you to do this kind of after the whistle blows. [00:11:00] Paul Secunda: And the third thing I would say to you is talk honestly and openly during the work day with your colleagues, whether they be. Your superiors, your people who are at the same level, people who are your subordinates. Have an honest conversation about electronic communications after the day's over. Because I think a lot of people fail to do that, and sometimes there's just a misunderstanding that can be dealt with if done proactively. [00:11:28] Michael D.J. Eisenberg: Well, how would you handle, say, an overbearing client? I think in the news, we're aware of at least one potential client like that, who expects to have his calls answered. at any time of the day. [00:11:38] Paul Secunda: Well, I think my same advice holds up. I think even with overbearing or maybe even anxiety laden people, because that's sometimes what you're talking about people who are just nervous and therefore overbearing, having an open, honest conversation at the beginning of that representation. [00:11:56] Paul Secunda: If you're Ernie or whatever business you're in and you have a client, set expectations. I think expectation setting is something that unfortunately doesn't happen because people are not having these basic conversations maybe the way they were 20, 30 years ago before the dawning of the age of social media. [00:12:12] Michael D.J. Eisenberg: What's interesting somewhat on the flip side, my day job, I represent veterans before the Department of Veterans Affairs. And one of my former clients called me on a Sunday, and I wasn't very, I wasn't necessarily happy about that. And I let it go to voicemail and I checked the voicemail if I recall this correctly, I believe I checked the voicemail. [00:12:29] Michael D.J. Eisenberg: I think he left me a voicemail and he was professing suicidal ideation, like eminent suicidal ideation. [00:12:35] Paul Secunda: And of course, you're not a mental health counselor. So I guess when you should have probably, I mean, I guess you did have to respond and try to get him to the appropriate person. [00:12:43] Michael D.J. Eisenberg: And that's what I spent a couple hours that night doing. [00:12:46] Paul Secunda: Well, that's obviously worth it. No one will tell you, you didn't do the right thing. But that's what I was saying in the beginning, if your phone's on, or if you're listening to your voicemail, evaluate it, I mean, needless to say there, there's nothing to evaluate. It's a life and death situation. It's easy. [00:13:00] Paul Secunda: You have to do what you had to do. But it's also needless to say that most employers who contact. Employees after hours don't do so in life and death situations. It's a matter of just feeling entitled to have your time and your attention even after the workday is over. [00:13:17] Michael D.J. Eisenberg: So I think you've kind of talked about how attorneys should handle clients. [00:13:21] Michael D.J. Eisenberg: How about handling their superiors? [00:13:23] Paul Secunda: Well, delicately, right? I mean, the problem is you have a power imbalance, right? Right. And one of the reasons in the article that I wrote back in 2018, 2019, the right to disconnect that I ended up focusing on occupational safety and health as opposed to wage and hours or autonomy or other bases, which you could make these kind of distinctions is because to me, workplace safety and health is a universal So. [00:13:51] Paul Secunda: Right and therefore a human right and therefore the idea is that power imbalances between different people in the workplace between bosses and subordinates should matter less or even if the boss doesn't realize then the subordinate has recourse either through Bringing up a regulation if it exists within your state, occupational and safety agency, or federally. [00:14:13] Paul Secunda: But at least it can be placed within a framework which your boss is hopefully going to at least acknowledge and discuss with you. [00:14:21] Michael D.J. Eisenberg: So the right to disconnect law that we're That kind of brought you to my attention. The one that came out in California or is coming out in California. I don't think it's passed yet. [00:14:30] Paul Secunda: No, it's just been introduced recently. [00:14:32] Michael D.J. Eisenberg: So are there any states that have this law? And what I'm kind of curious to know is if those that do, has any employer or say former employer been sued for violating that law? [00:14:42] Paul Secunda: So it did come up in New York a year or two ago. I'm not sure that really anywhere. I am not aware of any lawsuits over the right to disconnect. [00:14:51] Paul Secunda: One of the issues. And you see this with the California law, which has just been introduced by a democratic assemblyman out in California, is that they're trying to figure out how to implement it. Like, so for instance, California has a very stringent labor code that goes well on many states in the country. [00:15:08] Paul Secunda: And this is, this would be a state based law. But one of the things that relies upon is this wage and hour distinction, where if you're going to work Your work, you should get overtime. If you're going to put the hours in, you should get paid. No one should But the problem with that, of course, is not all workers are created equally under wage and hour law. [00:15:27] Paul Secunda: You have exempt workers and you have non exempt workers. And the exempt workers we usually refer to as salaried workers and the non exempt workers, you know, are hourly workers. So if you're an hourly worker, great, you work an additional two or three hours, you get an additional two or three hours of pay. [00:15:42] Paul Secunda: But if you're a salaried worker, and you're being paid a certain amount of year, no matter how many hours you work, and then you're putting over six hours a night extra, well, that can really add up. So I personally am not a fan of the California approach that is being considered right now, which, again, is based on this wage an hour idea, because I think out a number of workers. [00:16:04] Paul Secunda: I think it makes more sense if you want a universal right to go to the occupational safety and health route. [00:16:10] Michael D.J. Eisenberg: Oh, interesting. [00:16:11] Paul Secunda: Yeah. [00:16:13] Ad Read #2: Consider Supporting the Show by Buying Us a Cup of Coffee or Two! [00:16:13] Michael D.J. Eisenberg: Pardon the interruption. I hope you're enjoying the techsavvylary. page podcast as much as I enjoy making them. Consider buying us a cup of coffee or two to help defray some of the production costs. [00:16:21] Michael D.J. Eisenberg: Thanks and enjoy. [00:16:23] Michael D.J. Eisenberg: Well, let's go back to the question, though, because I think you've given us, I think, two answers. One, of course, is turn off your phone or don't have it with you. The second is better screening. [00:16:33] Paul Secunda: What would be their third? Well, I think the third is honest and open communication. I think if you are, again, it goes back to what we might call the third is expectation setting. [00:16:43] Paul Secunda: If you never talk to your employer about how you feel about them contacting you at 11pm at night, and then you start doing work at that time for them, don't be surprised when they ask you again a week or two later. Like, you've set that expectation. But on the other hand. It happens in the beginning, or if you can even address it as part of your beginning work with that employer, then it's less likely that the expectations would be misunderstood. [00:17:09] Paul Secunda: Look, I understand that American workers are suffering a huge power imbalance in the workplace. In this country, More than almost any other country in the world because we adhere to this employment at will flexibility for employers where you can be fired for a good reason, bad reason, no reason at all. [00:17:27] Paul Secunda: But on the other hand, I also understand that that's why we have laws and that's why if we can get something on the books that deals with the right to disconnect in a universal manner that applies to all employees. Hopefully employers will come over time to respect that kind of right that employees have to that time to themselves [00:17:47] Michael D.J. Eisenberg: what you don't pulling it back just a little bit more toward tech. [00:17:51] Michael D.J. Eisenberg: The one thing I'm surprised you haven't mentioned being an Apple user yourself is the focus modes that the Mac OS. IOS provide you, do you use that? [00:18:00] Paul Secunda: I have tried them in the past. You have purple mode, you have a sleep mode, you have a drive mode or just universal, do not disturb. I'm looking at it right now. [00:18:09] Paul Secunda: As you can also create your own focus modes. [00:18:12] Michael D.J. Eisenberg: Oh, you can do a custom one too. [00:18:13] Paul Secunda: You can set up any custom mode you want. I found it distracting to be honest. I even in the car and the driving mode had been turning on automatically. I have a hands free. Voice only way of responding to, uh, text messages. And I enjoy that. [00:18:29] Paul Secunda: So I guess what I'm saying is, and maybe we should take a step back. I am not saying that there should be a blanket prohibition against people working after work. There are some people who, maybe like me and maybe like you, are workaholics and enjoy working after work. And they shouldn't be prevented. I don't want to become paternalistic here. [00:18:48] Paul Secunda: I'm not saying, even if you want to, I know better what you need and therefore you shouldn't do it. What I'm trying to say is, in a world of an imbalanced workplace between the power the employer has and the less power that employees have, there should be some kind of legal intervention, regulatory intervention that provides employees who want to have the right to be left alone when they go home at night. [00:19:13] Paul Secunda: So for me, and this goes to the Apple's various kind of focuses, I just found it distracting because I do want to interact with people at different times of the day. And even during sleep, I tried that, but then I found that there were people who, like my family, who needed to contact me and, It would have been nice to know if I had gotten up during the middle of the night, that there was something going on. [00:19:34] Paul Secunda: So I've turned them all off, to be honest. I, I did not enjoy them personally, but I could see how for others, the focus mode would make sense. [00:19:42] Michael D.J. Eisenberg: Well, the focus mode definitely comes in handy when I'm recording. [00:19:45] Paul Secunda: Yeah, I can understand. [00:19:47] Michael D.J. Eisenberg: Last thing I need is dings, alarms, bells and whistles and the phone going off in the middle of a recording. [00:19:53] Michael D.J. Eisenberg: But let's move on to question number two. Go ahead. [00:19:55] Q?#2: What Are the Top Three Tech Rights an Employee Has Qhen It Comes to Utilizing a Personal Tech Device for a BYOD Firm? [00:19:55] Michael D.J. Eisenberg: what are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm? [00:20:01] Paul Secunda: Yeah, I'm going to sound a little bit redundant here, but it's about expectations that in the privacy world. So in employee privacy, first of all, I have to separate the world into two different areas. [00:20:12] Paul Secunda: One is the public employment world, right? The other. Private employment world. In the public employment world, believe it or not, because the government is your employer, you have constitutional rights. They're not vibrant constitutional rights, but you do have the right under the Fourth Amendment, uh, which is the privacy amendment under the Constitution, and even under the First Amendment, uh, to a certain amount of autonomy and privacy in the public workplace. [00:20:36] Paul Secunda: Uh, and then you're saying, well, don't I have that in the private workplace? And the answer is, you don't. Definitively, no, you do not. And the problem is there is no state action in the private workplace and therefore under our state action based Constitution, you don't have a right to privacy just because of the constitution to the extent that you have privacy rights in the private workplace They're either granted to you statutorily or by the common law. [00:20:59] Paul Secunda: So statutorily, there are Now, in a number of states, somewhere between 10 and 15, what we call off duty conduct statutes, and basically off duty conduct statutes say is as long as you're engaged in legal, lawful, recreational activity outside the workplace, your employer has no business seeing you. Now, obviously, this becomes a little gray when you get into certain types of contact. [00:21:26] Paul Secunda: Maybe using marijuana on your own time, or engaging in certain, let us say, avant garde sexual types of proclivities. So, those have been litigated, and to be honest, the cases are all over the place. In the common law, there is, under the tort restatement, a right to be free from an invasion of privacy. And the invasion of privacy right comes in a lot of different flavors. [00:21:51] Paul Secunda: It can be akin to a defamation right, where people can't put you in a false light. Or it can be just a matter of autonomy. That your autonomy is sacred and People shouldn't interfere with what you consider your own private affairs. So in that situation, it goes back to what is your legitimate expectation of privacy? [00:22:10] Paul Secunda: If you're at your employer's brick and mortar business and you're in the bathroom, you have a fairly significant right to privacy, right? There's going to be very little reason that an employer should be spying on you on your bathroom breaks. On the other hand, if you're in your office and you're on your computer and they want to make sure that you're not engaging in Amazon shopping or other inappropriate activities, they can do a basic keystroke surveillance and that is considered acceptable if it's business based. [00:22:40] Michael D.J. Eisenberg: I want to pause you on that one specifically. So since we are more at a work from home right now and say the employee Perhaps a lawyer is working from home on their computer and they have to be button seat from like 8am to 5pm and they're working on whatever. Does the employer have a right to watch those same keystrokes and or more so put like certain monitoring software in the person's own personal computer? [00:23:09] Paul Secunda: I would say it depends on the expectations and the workplace policies that are in place. I mean, If you and your employee handbook have an electronic communications policy that says we will be keeping track of what you're doing during the day, we expect that you will only focus on our business during the workday, then that's a re, then, then an employee says, well, I didn't realize they were doing that when they signed an acknowledgement form saying I realized they were doing that. [00:23:37] Paul Secunda: That's problematic for the employee. A lot of employers, it goes without saying, including law firms, don't have electronic communication policies. Or if they do, they're much more narrow. Don't, don't surf porn. Don't, won't shop. But how about the in between when your kids call you or have to deal with something that's come up during the day that's almost akin to an errand? [00:23:58] Paul Secunda: That's less clear. And so, What I would say is, in my, I've been an employment lawyer for over 27 years now, and I would tell you, and mostly on the employee side, and I would tell you that, generally speaking, most employers do not have such restrictive workplace policies. If anything, as the employee becomes more sophisticated, has more discretion during the workday, like most attorneys, this isn't a huge issue. [00:24:25] Paul Secunda: It's more in. Kind of the warehouses, the blue collar workplace where employees are being monitored much more diligently. Take for instance, the Amazon drivers or even people who deliver packages for UPS or Federal Express. Right being very closely, not only because they want to keep track of where the packages are, but they want to make sure that you're not stopping off and getting a beer when you should be delivering the package to Mr and Mrs Jones. [00:24:53] Paul Secunda: So I really don't think there's a an answer I can give you. I mean, you could see how I kind of. Very lawyerly kind of divided the workplace. And then I said, well, even in the private, you have statutory protections and common law protections. And then even then it depends on what's in your workplace policies and what kind of expectations you've established with your workers, [00:25:14] Michael D.J. Eisenberg: but would you generally speaking without giving legal advice, would you advise someone who's like, all right, I don't want to specify lawyers, but you advise a lawyer. [00:25:25] Michael D.J. Eisenberg: Who has a work from home policy to allow their boss to put on their personal computer, some sort of tracking software sites that they look at typing times logged in, et cetera. [00:25:39] Paul Secunda: Absolutely not. I would push back very hard against that. An unnecessary violation of my privacy and autonomy. And that's because I believe what lawyers do is not so necessarily only within the time bounds of the day. [00:25:52] Paul Secunda: I think lawyers, because of the discretion and the creativity they bring to their work, tend to do their work at various times of the day. So perhaps the right to disconnect means something different in our industry than it might mean Let's say in a blue collar industry, but I would advise if an employer said to an attorney, a young attorney, Hey, I understand you're going to be working remotely. [00:26:16] Paul Secunda: Please know that we're tracking you. I would say I'm going to look somewhere else. I don't know many firms that do that, to be honest, [00:26:23] Michael D.J. Eisenberg: but there was some articles. I remember a couple of years ago during COVID that they were employers were actively tracking some of their employees. And I'm talking about lawyers. [00:26:33] Paul Secunda: Yeah. I mean, There's an exception to every rule. I think it's, I think first of all, it leads to very low morale and less productivity. So I think it's foolhardy. I think if you're going to have professionals working for you, giving them independence and discretion is part of saying you trust and believe in them, but I'm not the employer and therefore people do all sorts of different things for different reasons. [00:26:54] Paul Secunda: I'm saying personally, and it's not legal advice. If someone came to me and said, Hey, I'm going to track you. I'd say, okay, well, I'm not working for you because to me, personal privacy and autonomy are important intangibles in my life. [00:27:09] Michael D.J. Eisenberg: So from the obvious of not looking at porn, not shopping, not looking at information to overthrow the government. [00:27:16] Michael D.J. Eisenberg: Are there any other tech tips you might give employees when it comes to things they should obviously not do with devices that are BYOD or even if it's the employer's device? [00:27:28] Paul Secunda: Yeah, there are a lot of employees and actually this was very relevant because last week the Federal Trade Commission came out with a new proposed rule about getting rid of all covenants not to compete. [00:27:40] Paul Secunda: Needless to say, that will be tied up in litigation for the next two to three years. So any such rule will probably be enjoined until it's worked out by the courts. But needless to say, there are employers who have employees who have sensitive information which they have protect, whether it be through confidentiality provisions. [00:27:58] Paul Secunda: They can do it through non solicitation clauses or non competition clauses. And so what I would say to employees is again, make sure you understand what information you have that is protectable by your boss. I mean, in the law area, we're not allowed to have covenants, not to compete under our professional rules of conduct, but nevertheless, you are under an obligation under attorney, uh, client privilege and other privileges to keep things. [00:28:26] Paul Secunda: Confidential under also the model rules of professional conduct. So maybe law is kind of a little unique, but in, in other parts of the workplace, you have to understand that depending on the types of information you have, if you're dealing with pricing information or customer databases or trade secrets, then yeah, you don't want to be kind of dealing with that type of information without Providing some protection. [00:28:50] Paul Secunda: Let me give you an example in the legal. When I exchange Discovery as a litigator with other law firms, either the other law firm or I don't just send that information attached to an email, almost never. We always use a server which has dual authentication. So we make sure the person getting it is only getting it because they have a user ID and a password. [00:29:12] Paul Secunda: Plus they didn't have to authenticate. They are who they say they are. So that is the reality of whether you're using Dropbox or a lot of these large law firms these days have their own servers with the capability of sending out large swaths of documents. So. There's an example of where you just don't want to deal with sensitive documents in a way that they can be intercepted or used inappropriately. [00:29:38] Michael D.J. Eisenberg: Let's move on to our last question. Sure. [00:29:40] Q?#3: What are Your Top Three Tech Tips to Ensure Focus at Work to Help Prevent Necessary Work During Personal Time? [00:29:40] Michael D.J. Eisenberg: What are your top three tech tips to ensure focus at work to help prevent necessary work during personal time? [00:29:46] Paul Secunda: Yeah, well, one we've already discussed, and this is a harder one, which is you can't turn necessarily your phone off, but what you can do is eliminate a lot of those push notifications. [00:29:56] Paul Secunda: This is from personal experience. Used to have every newspaper and every person possible able to kind of get through my screen and kind of tell me they're looking for me or want to sell me something, tell me about a new news tip. And what I would tell you is go to your notifications, whether you're on an app or another phone and really only limit them to the things that you really need. [00:30:19] Paul Secunda: And even with. And your text, you can set up VIP lists so that only those people who are most important in your family, your children, your spouse, whatever, can get in contact with you. I've done that increasingly. So that's number one. Number two, it's a matter of, Learning how to screen your text, emails and other information that you're looking at in a efficient manner. [00:30:44] Paul Secunda: I have, I use an Apple mail, right? And it has kind of a preview where within probably 5 to 10 seconds, I can tell from just when it comes up whether I need to deal with it now. An hour from now, tomorrow, a week from now, and then I categorize stuff that way using that technology. So that's number two. And then number three, I would say it's just a matter of focus, which is kind of funny to say. [00:31:10] Paul Secunda: I don't mean focus like the Apple tech focus, but you have all this technology coming at you through computers and phones and don't people use the telephones I'm told, but you have to focus. I mean, we are a society of attention. Deficit disorder. And I, I don't mean that cavalierly or in a flip way. I mean that honestly, as a society, we have trouble paying attention. [00:31:34] Paul Secunda: We're being pulled in a hundred different direction. And so this is where it's very unique to each person's individual circumstance. What allows you to focus for me? I can't have music on. I can't have other like talk radio or talk, whatever, because it's too, I need complete silence, but someone else Might be able to put on their air pods and put on some soft music in the background and that's the way they kind of tune other things out. [00:31:58] Paul Secunda: So my point is use tech to allow you to focus. That would be my third point. [00:32:03] Michael D.J. Eisenberg: Well, I'm going to go back and pull a little bit on your last two answers. Your second answer, this is something I want to share. I use a service called SaneBox and it sort of adds onto your email. Are you familiar with it? I'm not. [00:32:17] Michael D.J. Eisenberg: So SaneBox is a monthly subscription. It's like 10 bucks a month. I think you'd have to double check. And what it does is it allows you to set special rules into your email. And quite frankly, like it works with all, like almost all different email server types, whether it's Gmail, whether it's personal, whether it's this or that or whatever. [00:32:35] Michael D.J. Eisenberg: And it works in the background, not on your computer, but on a server. And if you put, say, an email, like, a constant solicitation. Right. If you put it in the same black hole box, you'll never see that again. In other words, if they send you another one, you'll never see it again. So, I'm just Throw it in there just to help kind of declutter. [00:32:53] Paul Secunda: As opposed to unsubscribing from every unwanted piece of spam you get. [00:32:57] Michael D.J. Eisenberg: Well, the problem with unsubscribing is you're telling them there's a warm body there. [00:33:02] Paul Secunda: Yeah, and then that gives them more incentive to try to get in contact with you. [00:33:06] Michael D.J. Eisenberg: Whether it's through that in particular email or perhaps like a different service they may be working with as well. [00:33:12] Michael D.J. Eisenberg: So it opens you up to more spam email. But it also has some neat tricks to it like saying. Tomorrow, say next week, so that it doesn't stay in your inbox right now, but it goes, disappears for a day or a week or three hours or until 5 p. m. and then it repopulates to help manage. And like, it also, there's some other functions I'm probably not remembering, but I encourage you to take a look at it. [00:33:36] Michael D.J. Eisenberg: Somewhat of a godsend for me because Lord knows I'm getting more and more. Spam and I no longer answer my own phone because half the calls are not business. Right. Yeah. The other thing I do, you know, you talk about focusing at work and as a small and solo practitioner, you're sort of like the, you wear many hats. [00:33:55] Michael D.J. Eisenberg: And when I have to focus on writing a brief, what I'll do sometimes. Or often is I will take my laptop and I'll go to a Starbucks or coffee shop and just plant myself there for like an hour and a half or two hours and I can usually pop out some solid writing and I'm not constantly being interrupted by everything else that's going on around here. [00:34:15] Paul Secunda: That makes a lot of sense too. [00:34:16] Michael D.J. Eisenberg: And if it's too noisy in there, I just pop in my Apple AirPod Pro Mac to the headphones, and I can drown out most of the noise, but I'm usually pretty good about drowning out noise around. [00:34:27] Paul Secunda: Yeah, well, that's a good, that's a good skill to have, I have to say. [00:34:31] Michael D.J. Eisenberg: Yeah, the only thing I can't deal with is screaming children and crashes. [00:34:36] Paul Secunda: Yeah. [00:34:37] Michael D.J. Eisenberg: No offense to parents out there. [00:34:39] Paul Secunda: Yeah, I can't help you with that one, but yeah, I understand. [00:34:42] Michael D.J. Eisenberg: Excellent. Paul, I wanna thank you for being here. [00:34:44] Where You Can Find Our Guest! [00:34:44] Michael D.J. Eisenberg: Please tell us where people can find you. [00:34:46] Paul Secunda: They can find me online at kunda E-S-E-C-U-N-D-A. Mm-Hmm at zeke luzi.com. It's a difficult Wisconsin name, so I'm gonna spell it. [00:34:55] Paul Secunda: W-A-L-C-H-E-S-K-E-L-U-Z i.com. That is the name of the law firm I'm at in the Milwaukee, Wisconsin area. And my email and contact information is there. And if you'd like to hear more about the right to disconnect or any other employment law topics, feel free to give me a ring. [00:35:13] Paul Secunda: I will be sure to have all that in the show notes. [00:35:15] Paul Secunda: And if there's anything else you'd like to share, please feel free to send it to me before we publish. But again, Paul, I want to thank you for being here. [00:35:21] Paul Secunda: It's a pleasure, Michael. So nice to talk to you today. Likewise. [00:35:24] Thank You for Listening and Join Us in Two Weeks for a New Episode! [00:35:24] Michael D.J. Eisenberg: Thank you for joining me on this episode of the techsavvylawyer. page podcast. Our next episode will be posted in about two weeks. [00:35:30] Michael D.J. Eisenberg: If you have any ideas about a future episode, please contact me at michaeldj at the techsavvylawyer. page. Have a great day and happy lawyering.

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! 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? 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? 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/

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! What are the top three areas of tech software that attorneys are wasting their money on? What are the three common workflows attorneys are not utilizing? And how do we create each one? 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/

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! What are the top three ways lawyers can recycle and reuse their technology? What are the top three steps lawyers should take to securely remove their data before recycling their machines? 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: Email: lorenw999@gmail.com LinkedIn: linkedin.com/in/loren-r-williams/ Phone: 773-988-6908 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

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture. Join Debbie and me as we discuss the following three questions and more. What are the top three areas where attorneys are underprepared with their firm software needs? What are the top three software utility programs that lawyers should use? What are the top three areas of legal practice that need more innovation, and what should an average attorney do? In our conversation, we cover the following: [00:51] A Peek into Debbie's Tech Setup [03:27] Three Key Software Areas Where Attorneys Often Fall Short [12:13] Top Three Software Utility Programs Every Lawyer Should Use [20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them Resources: Connect with Debbie: Email: 

After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System's Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation. In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology. Tune in to gain actionable insights and discover new possibilities in legal service delivery! Join Mathew and me as we discuss the following three questions and more. What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney? What are the top three workflows that work behind the scenes to make the business more efficient? Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model? In our conversation, we cover the following: [01:07] Mathew's Current Tech Setup [37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations [46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation [50:51] Legal Ethics in Subscription-Based Practices [54:43] Where to Find Mathew Online Resources: Connect with Mathew: LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation: Anker battery pack: anker.com/collections/power-banks Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Lamicall phone holder:lamicallshop.com/collections/shop-all LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master Software & Cloud Services mentioned in the conversation: Carrd: carrd.co/ Descript: descript.com/ Formula: formulasoft.com/ LawPay: lawpay.com/ Stripe: stripe.com/ SuiteDash: suitedash.com/

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago. In our conversation, we cover the following: [02:14] Tech Show Takeaways: AI in Legal Innovation [07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession [11:45] Ethical Landscape of AI in Legal Practice [16:09] Future of Legal Tech [29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks [33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings [39:29] AI in Legal Practice: Leveraging Tools Responsibly [44:55] Enhancing Practice Efficiency and Accessibility [48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms RESOURCES: Connect with Mathew: LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation: Blue Yeti microphone logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone iD14: audient.com/products/audio-interfaces/id14 Shure MV7 microphone: shure.com/en-US/products/microphones Snowball microphone:logitechg.com/en-us/products/streaming-gear/snowball-ice-usb-microphone Software & Cloud Services mentioned in the conversation: Amazon Prime: amazon.com/amazonprime Clio: clio.com/ Daylight: daylightlaw.com/ Descript: descript.com/ FileVine: filevine.com/ LexisNexis: lexisnexis.com/ Paxton: paxton-access.com/ PDF deck: pdfdeck.com/ Squadcast: squadcast.fm/ Universal Migrator:universalmigrator.com/ Westlaw: legal.thomsonreuters.com/en/westlaw Zapier: zapier.com/  

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet. Join Jason and me as we discuss the following three questions and more! What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only? What three pieces of tech software and hardware make working with virtual remote services seamless? What are the top three tips when communicating with clients through an LPM, text, or email? In our conversation, we cover the following: [01:11] Jason's Mac-based Legal Practice [11:00] Essential Tech for Solos and Small Firms [21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration [31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form [34:34] Connect with Jason Resources: Connect with Jason: LinkedIn: linkedin.com/in/jasonmrice/ Website: dirigo-divorce.com/ Hardware mentioned in the conversation: External monitors Apple XDR: apple.com/pro-display-xdr/ Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Calendly: calendly.com/ Clio: clio.com/ Daylite: marketcircle.com/legal/ Fastcase: fastcase.com/ Google Voice: voice.google.com/ HumbleFax: humblefax.com/ Kofax: knowledge.kofax.com/ Marketcircle: marketcircle.com/ Nuance Power PDF: shop.nuance.com/store/nuanceus Posh Virtual Receptionist Service: posh.com/ Ruby Receptionists: ruby.com/  

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology! As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research. Join Erik and me as we discuss the following three questions and more! What are the top three ways attorneys should expect their client relations management/ law professional management platforms, like Filevine and Lead Docket, to seamlessly work with a third party? What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them? What are the top three tech tools lawyers can use for online marking? In our conversation, we cover the following: [01:22] Erik's Simple Tech Setup [06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform [14:11] Balancing AI and Human Touch [20:34] Key Data Points for CRM and PMS Collaboration [21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition [24:18] Convincing Busy Lawyers to Embrace Technology [27:21] Tailored Technology: Law Firms with Personalized Workflows [34:33] Mastering Online Marketing: Essential Tools for Law Firms [39:56] Connect with Erik Resources: Connect with Erik: LinkedIn: linkedin.com/in/erik-bermudez-8a601825/ Email: erik@filevine.com Hardware mentioned in the conversation: Skullcandy headphones: skullcandy.eu/shop/headphones Software & Cloud Services mentioned in the conversation: Filevine: filevine.com/ Lead Docket: leaddocket.com/  

Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition. Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age! Join Emily and me as we discuss the following three questions and more! What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof? What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice? What are the top three ways lawyers can use AI in their practice? In our conversation, we cover the following: [01:07] Emily's Tech Setup [06:25] Essential Considerations for Lawyers Embracing Innovation [14:20] Common Pitfalls and Potential Solutions [27:43] Maximizing AI in Legal Practice: Three Key Applications Resources: Connect with Emily: LinkedIn: linkedin.com/in/emilylippincott/ Hardware mentioned in the conversation: Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk Dell Curved Monitor: dell.com/en-us/lp/curved-monitors Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam Macbook Pro with M1 Chip: support.apple.com/en-us Rubber Tips for Apple Pencil: apple.com/shop/product Scarlett Solo: us.focusrite.com/products/scarlett-solo Software, Apps, & Cloud Services mentioned in the conversation: 1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/ 1Password: 1password.com/  Apple Pages: apple.com/pages/ Backblaze: backblaze.com/ Camelcamelcamel: camelcamelcamel.com/ Capital One app: capitalone.com Filevine Immigration AI: filevine.com/platform/immigrationai/ Filevine: filevine.com/ GoodNotes goodnotes.com/ Google One: one.google.com/overview/ Mac Updater: corecode.io/macupdater/ MacOS Sonoma: apple.com/macos/sonoma/ Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook WordPerfect: wordperfect.com/en/ Zscaler: help.zscaler.com/  

Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the How I Lawyer Podcast in January 2021, aiming to share insights from legal professionals to law students and lawyers alike. Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals! Join Jonah and me as we discuss the following three questions and more! What are the top three tech skills all students should master by the time they graduate law? What are the top three tech tools that attorneys are under-utilizing today? What are the top three ethical mistakes attorneys are making with their technology? In our conversation, we cover the following: [01:23] A Law Professor's Tech Setup [14:00] Observations on Law Students' Transition from Pre to Post-COVID [19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape [33:21] Three Tech Tools Lawyers Should Embrace Today [38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions [44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations [46:16] Essential Tech Tools for Starting a Podcast [54:07] Connect with Jonah Resources: Connect with Jonah: LinkedIn: linkedin.com/in/jonah-perlin Podcast: howilawyer.com/ Substack: howilawyer.substack.com/ Hardware mentioned in the conversation: Mac Mini: apple.com/mac-mini MV7 - Podcast Microphone: shure.com/en-US/products Tascam Headphones tascam.com/us/category/Headphones Yeti microphone: logitechg.com/en-us/products Software & Cloud Services mentioned in the conversation: Calendly: calendly.com Descript: descript.com Fastcase: fastcase.com LexisNexis: lexisnexis.com Trello: trello.com  

Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner. Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings. Join Leah and me as we discuss the following three questions and more! 1.     What are the top three tips for maintaining HIPAA compliance of documents online electronically? 2.     What are the top three tips for maintaining many documents online electronically? 3.     What are the top three secret tips for using your favorite PDF reader? In our conversation, we cover the following: [01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies [12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online [26:17] Top Tips for Managing a Large Volume Online [35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness [28:45] Connect with Leah Resources: Connect with Leah: LinkedIn: linkedin.com/in/leahbucholz/ Website: prestigeveteranmctx.com/ YouTube: youtube.com/@prestigeveteranmedical Email: mailto:leah@prestigeveteranmctx.com/ Hardware mentioned in the conversation: 1.     Internet connection provided by AT&T: att.com/internet/fiber/ Software & Cloud Services mentioned in the conversation: 1.     Zoho: zoho.com/ 2.     Zoho Vault: zoho.com/vault/ 3.     JotForm: jotform.com/ 4.     Spanning: spanning.com/ 5.     Backupify: backupify.com/ 6.     Speedtest.net: speedtest.net/ 7.     Zapier: zapier.com/

Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms. Join Karen and me as we discuss the following three questions and more! What are the top three tech tools that attorneys underutilize besides CRMs in their law practice? What are the top three things attorneys should look for in an online CRM? What are the top three tech shortcuts lawyers still need to know at any level of experience? In our conversation, we cover the following: [01:32] Tech Talk: Karen's Current Tech Setup [08:46] The Top Three Tech Tools Lawyers Should Utilize More [17:16] Backup Strategies: Ensuring Data Security in Business [22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support [30:05] Tech Shortcuts Every Lawyer Should Master [39:13] Uncommon Keystroke Hacks in Microsoft Word [40:37] Connect with Karen Resources: Connect with Karen: LinkedIn: linkedin.com/in/wisekarenmcdonald/ Website: wiseowllegal.com.au/ Hardware mentioned in the conversation:  Bose Speakers: bose.com/c/speakers  Fitbit: fitbit.com Jabra Headset: jabra.com/ Curved 27-inch ViewSonic Monitor: viewsonic.com/global/products/lcd/VX2718-PC-mhd Software & Cloud Services mentioned in the conversation: Bitwarden: bitwarden.com/ Wise Owl Legal: wiseowllegal.com Backblaze: backblaze.com WordPerfect: wordperfect.com TextExpander: textexpander.com

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/

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/

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/

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/

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/

Episode #: Leveraging Technology in Legal and Book Writing: A Conversation with Returning Podcast Guest Wendy Sare Meadows. 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/

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/

Join me as my next, 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

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: Mastodon: mastodon.cloud/@daveg65 Twitter: twitter.com/intouchwithios Website: intouchwithios.com YouTube: youtube.com/intouchwithios 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/  

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/ Website: onthemap.com/law-firm-digital-marketing-agency/ Podcast: onthemap.com/lfotm/ Twitter: twitter.com/BrencansK   Hardware mentioned in the conversation: Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone MacBook Pro: apple.com/macbook-pro-14-and-16/ LG widescreen monitor: lg.com/us/ultrawide-monitors Powerbeats Pro: beatsbydre.com/earbuds/powerbeats-pro   Software & Cloud Services mentioned in the conversation: Track Right: trackright.com/  

If you are curious about the future of law, the ethical considerations of AI integration, and the insights of a seasoned legal mind, this is an episode you will not want to miss. Today, we uncover how lawyers navigate the fine line between leveraging AI for efficiency and upholding the ethical standards underpinning the legal profession. Also, we explore the innovative ways AI is being harnessed in legal research, contract analysis, and more, all while adhering to the ethical guidelines that ensure the integrity of legal Practice. Join us as we dive deep into the world of Lawyers Ethically Using ChatGPT and AI in our enlightening conversation with Irwin Kramer, a lawyer who works in the fields of  professional malpractice and disciplinary defense. As the managing partner of the esteemed litigation firm Kramer & Connolly, he has steered the ship in representing many clients ranging from Fortune 500 companies to global insurance carriers. With an impressive repertoire of trial and appellate experience spanning both state and federal courts, Irwin has garnered a profound understanding of the multifaceted legal landscape. Irwin's influence extends far beyond his legal Practice. He is a dedicated educator who has imparted his knowledge at prestigious law schools, a prolific author who has enriched the field with his extensive publications, and the visionary behind The Legal Television Network—a platform aimed at improving public access to vital legal information. Join Irwin and me as we discuss the following three questions and more! 1.     What are the top three things an attorney can use chat GTP for in their work? 2.     What are attorneys' top three ethical mistakes when using chat GTP and AI? 3.     What are Irwin's top three favorite workflows when conducting legal tasks? In our conversation, we cover the following: [00:58] Tech Evolution in Legal Practice: From Legacy Systems to Seamless Connectivity [05:50] Unleashing ChatGPT: Empowering Attorneys with AI for Enhanced Legal Practice [16:24] Ethical Considerations in Embracing Legal AI: Balancing Tradition and Technological Advancements [19:20] Ethical Pitfalls: Attorney Mistakes in the Realm of AI and Chat GPT [21:21] Shifting Legal Horizons: Navigating Modern Legal Practice in an Evolving Landscape Editor's Note:  Sorry for getting tongue tied. For some reason, I had the GPT in ChatGPT reversed and kept saying "ChatGTP".  Silly me!

Title: #66 Finding the right computer keyboard for legal work. My conversation with LegalType's Daniela Semeco In a world where words hold the power to shape destinies, where every keystroke can tilt the scales of justice, why settle for a generic keyboard? In today's episode, we are unraveling the enigma behind why legal practitioners deserve a keyboard that's as tailored to their craft as a bespoke suit. Meet Daniela Semeco, the brilliant mind behind LegalType, where innovation and legal expertise converge. As the Founder and CEO of LegalType, Daniela has harnessed her entrepreneurial spirit and deep understanding of technology to revolutionize the way lawyers and legal professionals interact with their keyboards. With a profound passion for keyboards and a keen eye for detail, Daniela has ingeniously crafted the LegalType mechanical keyboard—a masterpiece tailored exclusively for the legal realm. This remarkable keyboard seamlessly blends functionality and aesthetics, boasting a mesmerizing design that complements the refined tastes of legal specialists. Join Daniela and me as we discuss the following three questions and more! 1.     What are the top three reasons an attorney needs a keyboard specifically designed for their area of work? 2.     What are the top pieces of software and hardware attorneys can use to do the chore of typing easier? 3.     With the ongoing technological advances, what are the top three pieces of technology that can be seen as possible replacements for typing keyboard interfaces? In our conversation, we cover the following: [01:00] Tech Ensemble: Navigating Daniela's Digital Symphony [08:59] Efficiency Unleashed: The Lawyer's Keyboard Revolution [13:30] Enhancing Legal Efficiency: Top Tools for Attorneys' Typing Needs [18:21] Unlocking the Mechanics: A Deeper Look into the Daniela's Keyboard [22:02] Future Horizons: The Evolution of Typing Interfaces and Beyond Resources: Connect with Daniela: LinkedIn: linkedin.com/in/daniela-semeco Website: getlegaltype.com/ Facebook: facebook.com/legaltype Instagram: instagram.com/getlegaltype LinkedIn: linkedin.com/showcase/legaltype/ LawNet: directory.lawnext.com/products/legaltype/ Demo video: youtube.com/watch?v=23FI1dKxoJY ABA Tech Show Startup Alley Video: youtube.com/watch?v=ESvQ-i2HDc0&t=5s Keyboard collection: youtube.com/watch?v=TAgesxcM31I&t=9s A picture of Daniel's tech setup during a demo meeting over Zoom: instagram.com/p/CjBluKzPZft/ Hardware mentioned in the conversation: Legaltype keyboards and keycaps: getlegaltype.com/collections/legaltype-keyboards-and-keycaps Legal board: legalkeyboards.com/products/legalboard Logitech Ergo K 860: logitech.com/en-us/products/keyboards/k860-split-ergonomic Cherry MX Brown switches: cherrymx.de/en/cherry-mx/mx-original/mx-brown Cherry MX Blue switches: cherrymx.de/en/cherry-mx/mx-original/mx-blue

Bridget Mary McCormack In today's episode, we embark on an enlightening conversation with Bridget Mary McCormack, exploring the transformative potential of technology in the courtroom, its impact on underserved communities, and the lessons attorneys can learn to better serve their clients. Bridget Mary McCormack led the court in embracing technology and its transformative potential during her tenure as Chief Justice of the Michigan Supreme Court. Get ready for a thought-provoking episode filled with insights and inspiration. Bridget is now the President and CEO of the American Arbitration Association International Centre for Dispute Resolution. With a remarkable career in the legal field, Bridget has been at the forefront of championing innovation and technology to improve access to justice.  As a New York University Law School graduate, she began her legal career in New York City before joining the faculty at Yale Law School and later the University of Michigan Law School. Her dedication to the legal profession is evident through her various appointments and roles, including serving on The American Law Institute, the National Commission on Forensic Science, and the Michigan Judicial Council. Moreover, Bridget's work extends beyond the courtroom, as she actively contributes to legal education and publication efforts. As an Editor of the American Bar Association's prestigious Litigation Journal, she continues to shape and influence the legal landscape. Join Bridget and me as we discuss the following three questions and more! What are the three biggest takeaways the courts have learned from technology during COVID? What are three ways technology has helped the underserved?Bonus Question! What are three things that lawyers can learn about serving underserved population segments in addition to their existing clientele? What are the three most common mistakes attorneys and the public make with using technology in the courtroom?  In our conversation, we cover: [00:54] Tech Setup on the Go: A Window into Bridget's Digital Arsenal [12:40] Revolutionizing the Courts: Unveiling the Transformative Power of Technology [16:19] The Unforeseen Benefits: Witness Comfort and Safety in Virtual Hearings [20:12] Transforming Access to Justice: Empowering the Underserved through Technology [21:42] Empowering Change: Equipping Attorneys to Serve the Underserved [22:36] Democratizing Legal Solutions: Embracing DIY Platforms in Access to Justice Solutions [23:19] Unleashing the Potential: Three Tools for a Transformed Legal Landscape [27:27] Navigating the Technological Terrain: Common Mistakes in the Courtroom Resources: Connect with Bridget: LinkedIn: linkedin.com/in/bridget-mary-mccormack-26700b30/ Email: mccormackb@adr.org  Hardware mentioned in the conversation: Lenovo ThinkPad: lenovo.com/lk/en/laptops/thinkpad/c/THINKPAD Logitech 4K webcam: logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.html Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Shure MV7 microphone: shure.com/en-US/products/microphones/mv7?variant=MV7-K Bose Aviation Headsets: bose.com/en_us/products/headphones/aviation_headsets.html Software and Apps mentioned in the conversation: Overcast: overcast.fm/ Hello Divorce: hellodivorce.com/ * To “MacGyver something” according to ChatGTP 4: a common slang term, derived from the title character of a popular American TV series called "MacGyver," which originally aired in the 1980s and was later rebooted. In the show, Angus MacGyver, portrayed by Richard Dean Anderson, was a resourceful and clever secret agent known for his ability to solve complex problems and escape dangerous situations using unconventional and makeshift solutions. He would often utilize everyday objects and his scientific knowledge to create devices or tools on the spot, allowing him to overcome obstacles in creative ways. Therefore, when someone says they're going to "MacGyver" something, it means they are going to find a clever and inventive way to solve a problem using whatever materials or resources are available to them. It's a term that highlights ingenuity and resourcefulness in finding practical solutions to challenges.

Podcasting provides lawyers a unique platform to share valuable insights, showcase expertise, and connect with their audience on a deeper level. By understanding the reasons behind podcasting, acquiring the necessary hardware and software tools, and implementing effective marketing strategies, lawyers can unlock the immense potential of this medium to enhance their professional standing, build relationships, and establish themselves as influential voices in their respective legal fields. So, let's dive into these fascinating aspects of lawyer-hosted podcasts and uncover the exciting possibilities that await those ready to embrace this innovative communication channel. In today's episode, we are thrilled to have former attorney, Robert Ingalls. Robert is a recovering attorney, professional speaker, and the founder of LawPods, a pioneering law firm podcast production agency. With a passion for podcasts, he embarked on a new venture: assisting lawyers in launching their own podcasts. This led him to establish LawPods, one of the pioneering podcast production agencies exclusively serving law firms. Robert's journey from attorney to podcast producer exemplifies the transformative power of pursuing one's passions and embracing new opportunities. Through LawPods, he continues to significantly impact the legal industry, enabling law firms to harness the power of podcasting as a tool for growth and connection. Join Robert and me as we talk about the following three questions and more! 1.     What are the three reasons a lawyer should be doing a podcast? 2.     What are the three critical pieces of hardware or software a lawyer should use when doing their podcasts? 3.     What are the three best ways to market a lawyer-hosted podcast? In our conversation, we cover: [01:07] A Tech Enthusiast's Setup: Exploring Microphones, Headphones, and More [10:26] Navigating iPhone Upgrades: Journey from iPhone 11 to iPhone 13 Pro [15:57] The Power of Podcasting for Lawyers: Building Exposure, Establishing Expertise, and Creating Content [24:11] Unleashing the Power of Podcasting: From Content Creation to Networking Opportunities [36:26] Essential Hardware and Software for Lawyers' Podcasting: Microphones, Headphones, and Recording Tools [48:19] Effective Strategies for Marketing a Lawyer-Hosted Podcast: Amplifying Reach and Engagement Resources: Connect with Robert: LinkedIn: linkedin.com/in/robertingalls/ Website: lawpods.com/ Facebook: facebook.com/Lawpods/ Software and Apps mentioned in the conversation: ·       Riverside (recording software) : riverside.fm/tools/recording-software Hardware mentioned in the conversation: ·       Microphones: ·       Samsung Q2U: samsontech.com/products/microphones/usb-microphones/q2u/ ·       ATR 2100x: audio-technica.com/en-eu/atr2100x-usb ·       Shure MV7: shure.com/en-US/products/microphones/mv7 ·       Blue Yeti: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone.html ·       Heil PR 40: heilsound.com/product/pr-40/ ·       Rode shotgun: rode.com/en/microphones/shotgun ·       Heil shock mount (microphone accessory): heilsound.com/product/sm-1/ ·       Heil PL-2T (microphone arm): heilsound.com/product/pl2t/ ·       Rodecaster Pro (podcasting machine): rode.com/en/interfaces-and-mixers/rodecaster-series/rodecaster-pro ·       Sony MDR 7506 (headphones): pro.sony/en_LK/products/headphones/mdr-7506 ·       Fujitsu ScanSnap scanner: fujitsu.com/us/products/computing/peripheral/scanners/scansnap/ix1500/

Join Jordan Ostroff and me as we discuss growing law firms through technology, automation, and the cloud. Jordan, a Florida Personal Injury Attorney, embarked on a mission to redefine legal practice. He was passionate about leveraging cutting-edge legal technology and systems and aimed to create a client-focused firm that stood out. 2015 Jordan Law was born, initially operating from a small office with Jordan as the sole practitioner. Today, it has flourished into a thriving multi-attorney firm housed in its building and serving clients across Central Florida. Join Jordan and me as we discuss the following three questions and more! 1. What are the top three ways attorneys should use AI to enhance their law practice? 2. What are the top three things attorneys should not expect AI to do today? 3. What are the top three legal ethics concerns attorneys should be wary of when using AI in law practice? Enjoy and Happy Lawyering!

Text Expander is a powerful tool allowing users to create and utilize shortcuts or snippets for commonly used text, phrases, and complex scripts. By assigning a simple keyword or abbreviation to these snippets, Text Expander enables you to expand them into full-length text, saving you valuable time and effort. Jeff Gamet, a former TextExpander evangelist, technology blogger, podcaster, author, and public speaker, joins us today to discuss the benefits of using TextExpander and learning its basic shortcuts. Currently, he writes and hosts webinars for several companies. Previously, Jeff was The Mac Observer's Managing Editor and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, Macstock, RSA Conference, several WordCamp events, and many other conferences. You can find him on several podcasts, such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, In Touch with iOS, and more. Join Jeff and me as we cover the following three questions and more! 1.     What is Text Expander? What are the top three favorite text expander snippets? 2.     What are the top three favorite unusual snippets that people might not expect a program like TextExpander to do? 3.     What are the three top favorite Windows-based shortcuts? In our conversation, we cover the following: [01:15] Tech Setup: Jeff's Current Tech Setup [06:01] Understanding DACs: Jeff outlines what a DAC is and how it improves the audio quality? [11:51] Widescreen vs. Multiple Monitors: Utility Comparison [17:16] TextEpander: Explaining about TextExpander, Jeff mentions his top three favorite text expander snippets. [20:12] Snippets: All about Snippets! and a Bonus - A snippet that generates a script! [29:21] Unexpected TextExpander Snippets: Jeff shares his top three favorite strange snippets that people might not expect TextExpander to perform. [38:46] Windows Shortcuts: Jeff's three favorite Windows-based shortcuts. [42:54] Connect with Jeff: Discover Jeff's Shows and Connect on Social Media.   Resources: Connect with Jeff: LinkedIn: linkedin.com/in/jeffgamet/ Mastodon.social: mastodon.social/@jgamet Instagram: instagram.com/jgamet/?hl=en Jeff's Shows - Macro Voices Live: macrovoices.com/ MacVoices Video with Chuck Joiner: podcasts.apple.com/tr/podcast/macvoices-video/id301371933 In Touch with iOS (with Dave Ginsburg): intouchwithios.com/ The Big Show (general technology show): britishtechnetwork.com/category/big The Mac Show (focused on the Apple ecosystem): britishtechnetwork.com/category/mac The Context Machine (with Grant Chaffin): contextmachine.io/ Mac OS Ken: macosken.com/ Software & Hardware Mentioned in the episode: TextExpander Website: textexpander.com/ TextExpander public snippets page: snippets.textexpander.com/ Equipment Mentioned in the Podcast 2023 M2 Pro 14-inch MacBook Pro: apple.com/macbook-pro-14-and-16/ HP Z34c 34-inch curved display: hp.com/us-en/shop/pdp/hp-z34c-g3-wqhd-curved-display Rode Podcaster mic https://rode.com/en-us/microphones/usb/podcaster Blue Compass boom arm: logitechg.com/en-us/products/streaming-gear/compass-boom- microphone-arm.989-000517.html Logitech C920 camera (Sorry, this model was discontinued) Audio Engine A5+ speakers https://audioengine.com/shop/wireIessspeakers/a5-plus-classic-speakers/ Schiit modi 3+ DAC (new model): schiit.com/products/modi-plus Keychron C2 keyboard: keychron.com/products/keychron-c2-wired-mechanical-keyboard Elgato Stream Deck:elgato.com/en/stream-deck-mk2 Dazzne LCD studio lights: amazon.com/gp/product/B07T593JR5 Kensington Orbit trackball: kensington.com/p/products/ergonomic-desk- accessories/ergonomic-input-devices/orbit-optical-trackball-3/

Whether you're a lawyer looking to start a podcast or just interested in the legal side of podcasting, this is an episode you won't want to miss. In this episode of The Tech-Savvy Lawyer.Page Podcast, we sit down with Gordon P. Firemark, The Podcast Lawyer™, to discuss the top three reasons lawyers should start a podcast, the legal issues they need to consider, and his favorite pieces of technology for podcast recording. As a pioneer in the field of legal podcasting, Gordon brings a wealth of experience and knowledge to the table. So Let's dive in! Gordon P. Firemark, also known as The Podcast Lawyer™, is an attorney specializing in podcasting and new media. With over 25 years of experience in entertainment law, he provides legal counsel to podcasters, vloggers, and other online content creators on a wide range of issues, including copyright, trademark, and privacy concerns. Firemark is also a podcaster, hosting the "Entertainment Law Update" podcast, which provides a monthly summary of legal news affecting the entertainment industry. He is considered a leading expert in podcasting and is frequently invited to speak at industry events and conferences. Join Gordon and me as we talk about the following three questions and more! 1.     What are the top three reasons a lawyer would want to start a podcast? 2.     What are the top three legal issues lawyers should consider when podcasting? 3.     What are your top three favorite pieces of technology, whether hardware or software, that you use to make your podcast recordings? Resources: Connect with Gordon: LinkedIn: linkedin.com/in/gfiremark/ Website: Law Firm: firemark.com/ Website: gordonfiremark.com/ Podcast: Entertainment Law Update: entertainmentlawupdate.com/ Youtube: youtube.com/@gfiremark   Mentioned in the Podcast: Podcast Guest Release: gordonfiremark.com/PodcastRelease   Equipment Mentioned in the Podcast: Mac computer: apple.com/imac-24/ Mac Mini with the M1 chip: apple.com/shop/buy-mac/mac-mini MacBook Pro: apple.com/macbook-pro/ MacBook Pro (2017 model): support.apple.com Shure MV7 microphone: shure.com/en-US/products/microphones/mv7 Blue Yeti microphone: bluemic.com/en-us/products/yeti/ Rodecaster Pro mixer: rode.com/en/interfaces-and-mixers/rodecaster-series/rodecaster-pro Sound pads: sonicacoustics.com/collections/soundproof-foam Audio Technica ATR 2100: audio-technica.com/en-us/atr2100-usb LG dual monitors: lg.com/uk/monitors Logitech BRIO webcam (4k model): logitech.com/en-us/products/webcams/brio-4k Canon M 50 mirrorless digital SLR camera: canon.co.uk/cameras/eos-m50 Source Audio headphones: point-sourceaudio.com Apple AirPods Max: apple.com/airpods-max Elgato key lights: elgato.com/en/key-light LED strips: made-in-china.com/cs/hot-china-products/Strip_Led_Light Octagonal/hexagonal felt panels for soundproofing: alibaba.com/product-detail/48-Colors-Soundproof-Foam-Espuma-Acoustic Felt desk mat: grovemade.com/product/wool-felt-desk-pad Flexi spot sit-stand desk: flexispot.co.uk/ iPhone 13 Pro: apple.com/si/iphone-13-pro/ projector: benq.com/en-us/projector   Software and Services Mentioned in the Podcast: Skype: skype.com/en Zoom: zoom.us Cam live: play.google.com/store/apps/details Riverside.fm: riverside.fm Logitech BRIO software: support.logi.com/hc/en-gb/articles/8076787990295-Download-Brio-500 Teleprompter: teleprompter.com

Technology advancements have drastically transformed how we live, communicate, and conduct business globally. The legal profession is no exception, and lawyers have become increasingly interested in utilizing technology to improve their services. In light of this, we are delighted to welcome Kenton Brice, Interim Director of the Law Library and Director of Technology Innovation at the University of Oklahoma College of Law, to today's podcast. In our discussion, he shares his insights on leveraging technology to streamline the legal workflow and enhance efficiency. Kenton's experience will be a valuable guide for all the attorneys embracing technology to succeed in their legal careers. In his roles, Kenton leads the Law Library, the OU Law Center for Technology & Innovation in Practice, and the College's Digital Initiative. He teaches courses and workshops on legal research, technology in practice, and innovation at the College and speaks at multiple conferences. Through his efforts, OU Law is the first and only law school in North America to receive the Apple Distinguished School award and has been listed as a Top 20 Most Innovative Law School multiple times.  Kenton is a 2018 inductee into the Fastcase 50 and is a Lean Six Sigma Green Belt. Before his current role, Kenton practiced with a small firm in the Dallas/Ft. Worth Metroplex, where he received honors as the Texas Appellate Lawyer of the Week and was inducted into the Texas Bar Pro Bono College. Join Kenton and me as we talk about the following three questions and more! Three Main questions What are the top three reasons attorneys should attend the ABA TECHSHOW? What are the top three things law students and new attorneys should know when using technology? What are the top three tech devices or software new attorneys should purchase for their practice beyond a computer, a phone, and a printer? In our conversation, we cover the following and much more: [00:05] Tech Setup - Kenton's current tech setup. [08:39] ABA Tech Show - Kenton highlights the wide range of legal technologies available in the show, emphasizing the importance of the community and the technology. He further stresses the value of in-person networking and the opportunity to connect with people from all sectors of the legal ecosystem. [13:40] Tech Tips for Law Students and New Lawyers - Top three things law students and new attorneys should know when using technology. [19:20] Software for New Attorneys -  We delve deeper into client portals, electronic payments, and CRM (Customer Relationship Management) systems while discussing software that new attorneys should get for their practices. [29:36] Business Mindset - Importance of understanding ROI when investing in technology. [34:23] More on Mindset -  Don't be afraid to adapt. Maintain a flexible and adaptable mindset. Fail often, fail fast. [37:59] Devices and Tools - Other than the basics (a computer, phone, and printer), what other technological equipment should a new lawyer invest in for themselves?   RESOURCES Connect with Kenton: E-mail: kbrice@ou.edu LinkedIn: linkedin.com/in/kentonbrice ABA Tech Show: techshow.com/ Equipment mentioned in the podcast: Apple AirPods Pro: apple.com/airpods-pro/ Audio Technica ATH-M50X headphones: audio-technica.com/en-eu/ath-m50x Bose noise-canceling headphones: bose.com/en_us/products/headphones/noise_cancelling_headphones.html CalDigit TS hub: caldigit.com/ts3-plus/ 27-inch Dell monitor: dell.com/en-in/shop/dell-27-monitor-se2722h/apd/210-azhl/monitors-monitor-accessories iPhone 14 Pro: apple.com/iphone-14-pro/ iPhone: apple.com/iphone/ Logitech C920 webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam.960-001055.html Mac XDR: apple.com/shop/product/HMUA2VC/A/lg-ultrafine-4k-display MacBook Pro: apple.com/macbook-pro-14-and-16/ Magic Touchpad: apple.com/shop/product/MK2D3AM/A/magic-trackpad-white-multi-touch-surface Mechanical keyboard (wireless, Mac-compatible) from Logitech: logitech.com/en-us/products/keyboards/mx-mechanical-mini-mac.920-010831.html Mechanical keyboard (wireless) from Logitech: logitech.com/en-us/products/keyboards/mx-mechanical.html MOBDIK Paperfeel Screen Protector: amazon.com/gp/product/B07WHNJ9H8/ Plexicam: https://www.plexicam.com 34-inch Samsung monitor (single screen): samsung.com/latin_en/monitors/ultra-wide/premium-curved-monitor-with-greater-viewing-comfort-perfect-multi-tasking-34-inch-lc34f791wqlxzp/ SanDisk 128GB USB Drive Ultra Dual Drive Luxe Type-C: amazon.com/SanDisk-128GB-Ultra-Dual-Type-C/dp/B09PQJWMHJ/ Shure SM7B microphones for recording: shure.com/en-US/products/microphones/sm7b?variant=SM7B Yeti Blue microphone (upgrading to a Shure SM7B): bluemic.com/en-us/products/yeti/   Software & cloud services or apps mentioned in the podcast: Camo app: reincubate.com/camo/

It's essential to stand up and take necessary actions against harassment in the workplace. Employees have the right to feel safe and positive, both mentally and physically, where they work. This can be especially harrowing when the harassment takes place in a judge's chambers. This week's episode of the Tech Savvy Lawyer podcast features Aliza Shatzman, president and founder of the Legal Accountability Project. She joined us today to talk about using technology to hold federal judges accountable for their behavior toward their clerks. Aliza is an attorney and an advocate based in Washington, DC, who writes and speaks about judicial accountability. In March 2022, Aliza submitted written testimony for a House Judiciary Subcommittee hearingabout the lack of workplace protections for judiciary employees, detailing her personal experience with harassment and retaliation by a former DC Superior Court judge. This led Aliza to create The Legal Accountability Project. As President of The Legal Accountability Project, Aliza's mission is to ensure that law clerks have positive clerkship experiences while extending support and resources to those who do not. Through data collection, analysis, programming, and partnerships with law schools and other stakeholders, Aliza is quantifying the scope of harassment, discrimination, and diversity issues in the courts, and using the results to craft effective solutions. Join Aliza and me as we discuss the following three questions and more! 01. What programs are you using to collect, manage, and utilize all this information and how do you use computer engineers to assist you? 02. How did you find the appropriate engineers to assist you? And why did you not create the database for LAP yourself? 03. What are three ways you're being mindful of the customer when using technology? So it doesn't seem that to the user that it's just a soulless process? In our conversation, we cover: [00.09] Tech setup – Starting the conversation, we dive into a quick look at Aliza's current tech setup and her background. [06.47] Whitelisting system – Aliza explains the whitelisting system and how it operates in the legal accountability project. [08.47] Lack of reporting—Aliza explains why attorneys are reluctant to report any type of mistreatment in the clerkship. [13.03] A safe space – Aliza explains how they are maintaining transparency in their program and the outcomes of it. [18.06] Security: Aliza demonstrates how they protect data from breaches and their data privacy policy. [25.51] Vetting process – Aliza shares the vetting process to get her engineers and the importance of them understanding the project and being responsive. [30.00] Aliza's experience – At the end of our discussion, Aliza shares her experience with harassment and gender discrimination when she was a law clerk and how she empowers the new generation to speak publicly. Resources Connect with Aliza LinkedIn - linkedin.com/in/aliza-shatzman-58b55223/ Website - legalaccountabilityproject.org/ Twitter - twitter.com/AlizaShatzman Equipment Mentioned in the Podcast ● MacBook Air - apple.com/macbook-air/ ● iPhone xs - gsmarena.com/apple_iphone_xs-9318.php ● iPod – ● Webcam - elgato.com/en/facecam                      - logitech.com/en-us/products/webcams.html ● Microphone - bluemic.com/en-us/products/yeti/ Software & Services Mentioned in the Podcast ● AWS cloud storage - aws.amazon.com/products/storage/  

The constant emergence of new companies and technologies makes rapid growth in the legal technology sector. Artificial Intelligence-powered technologies play a vital role in that regard. This week's Tech Savvy Lawyer podcast episode features Nicole Clark, the CEO of Trellis.Law. Nicole is the co-founder of Trellis. Nicole specialized in business litigation and labor and employment matters, representing multinational corporations in high-profile trade secret disputes and complex class-action cases. Nicole's idea for Trellis was born late one night as she was trying to write a complicated motion for summary judgment. She didn't know much about the judge assigned to the case, leaving her unsure of how to structure the document. That's when a colleague let her browse through his old case files.  While doing so, she stumbled upon a past ruling by her judge, on her issue. Nichole felt like she had a detailed study guide for a final exam. She won her motion for summary judgment, and everything changed. It quickly became obvious to Nicole that there was a massive opportunity to build a thriving, scalable legal analytics platform, one that would help democratize access to state trial court data. And she wanted to be the one to build it. Thus, the creation of Trellis. Join Nicole and me as we talk about the following three questions and more! Aside from Trellis, what are three AI programs attorneys should be using in their work today and why? What are three things, Trellis does better due to its use of AI than its competition? What are three things about AI you think attorneys should be keeping an eye out for in the future? In our conversation, we cover the following: [00.09] Tech setup – Starting the conversation, Nicole shares her current tech setup with us. [09.10] AIs – Nicole shares three major areas in which attorneys should use AI tools and the reasons behind using them. [15.29] Trellis – Nicole shares three things that they do better at Trellis than the other AI competitors out there. [21.22] Federal courts – Nicole mentions structured data as a way of getting information when it comes to federal courts. [23.39] The future – Collecting data, ethics, and data analytics are the three areas attorneys need to keep an eye out for in the future of AI. [27.53] Content creation – Wrapping up the conversation, Nicole shares her idea on AI-generated content creation and its benefits for both lawyers and clients. Resources: Connect with Nicole LinkedIn - linkedin.com/in/nicole-a-clark/                   linkedin.com/company/trellis-law Website - trellis.law/ Twitter - twitter.com/trellis_law Facebook - facebook.com/trellis.law/ Instagram - instagram.com/trellis.law/ YouTube - youtube.com/channel/UCwfgGH-yMFmf3tW5M7UukIg Equipment Mentioned in the Podcast MacBook Pro - apple.com/macbook-pro/ LG dual screen - lg.com/us/monitors Apple XDR - apple.com/pro-display-xdr/ Mac mice/keyboards - apple.com/shop/mac/accessories/mice-keyboards Software & Services Mentioned in the Podcast DISCO - csdisco.com/ KARA software - karasoftware.com/

* Episode Fixed! Corrupted File Has Been Removed! Thank You to Listener Who Caught This! Having a proper communication system is vital for any organization, including law firms of any size. It takes a little effort to build an appropriate communication system, but once it is done, it will make things so much easier, especially when you work in a law firm. This week's Tech Savvy Lawyer podcast episode features Kristin Tyler, Co-Founder & Chief Brand Officer at LAWCLERK.LEGAL. Kristin Tyler is the Co-Founder of LAWCLERK and leads the marketing and business development efforts, with a focus on helping busy attorneys with outside help. She has seen how LAWCLERK can help attorneys be more productive and profitable. Kristin is committed to demonstrating that being a lawyer doesn't have to mean working insane hours and missing out on time doing the things you enjoy with the people you love. Kristin has been practicing law for more than 10 years and has built a robust estate planning and probate practice. She is known for her work ethic, her integrity, and her ability to connect with people. As a partner of a mid-size law firm in fabulous Las Vegas, she understands the challenges that her fellow attorneys face in today's fast-paced, rapidly evolving legal industry. She has been recognized as a Super Lawyer by the Mountain States Super Lawyers Magazine since 2014. She is active with several local community organizations, including the JDRF of Southern Nevada Board, and is dedicated to providing pro bono service. Join Kristin and me as we discuss the following three questions and more! What are three pieces of software attorneys can use to communicate with each other better? What are your three favorite pieces of software-hardware you suggest to ensure secure communications between attorneys and their law clerks? What are the three areas of technology LAWCLERK doc legal suggests attorneys be mindful of their practice? In our conversation, we cover: [00.48] Tech setup – Kristin shares her current tech setup and why she keeps it simple. [10.57] Communication – Kristin shares some software and advice that attorneys can use to communicate better with each other. [14.17] Favorite automation – Kristin shares her favorite automation on Slack. [17.21] Communication overload – Kristin encourages attorneys to use software tools to manage communication. [22.09] Securing communication – Kristin shares what software or hardware attorneys can use to ensure their data is secured. [23.56] LAWCLERK.LEGAL – Kristin dives into the services they offer for attorneys in LAWCLERK.LEGAL. [28.28] Cyber insurance - Cyber insurance is a type of insurance created to help organizations protect themselves from the potentially catastrophic impacts of cybercrimes like malware, ransomware, or other techniques for infiltrating networks and stealing sensitive data. [32.29] LAWCLERK suggestions - Kristin shares what tech areas attorneys must be mindful of when they practice. [42.02] Sharing technology -  Kristin encourages people to share the technologies they use to communicate better with others. Resources Connect with Kristin LinkedIn - linkedin.com/in/kristin-tyler-49755713/ Website - lawclerk.legal/                   gtg.legal/ Equipment Mentioned in the Podcast: Lenovo Yoga Laptop - lenovo.com/lk/en/yoga/products FUJITSU Image Scanner – fujitsu.com/us/products/computing/peripheral/scanners/soho/ Printer - brother.com.lk/en/products/all-printers iPhone - apple.com/ng/iphone/ Anker power bank - anker.com/collections/power-banks Apple AirPods - apple.com/airpods/ iPad - apple.com/ipad/ Software & Services Mentioned in the Podcast: Apple News - macrumors.com/ Slack - slack.com/ Huddle - huddle.tech/ AXEL - axel.org/

It can be challenging for people with limited means to find attorneys willing to take them on as clients. Courtroom5 provides this group with Do-It-Yourself online help in some areas of law. This online service assists people in representing themselves in court. This week's Tech Savvy Lawyer podcast episode features Sonja Ebron, CEO of Courtroom5. Sonja is a Ph.D. electoral engineer and former college professor with a background in utilities and artificial intelligence. She has represented herself in court numerous times. As CEO at Courtroom5, Sonja has made it her personal mission to empower people to represent themselves effectively in court. She serves on the board of Responsive Law, a national advocacy organization focused on the rights of legal consumers, and on the Leaders Council of the Legal Services Corporation, the nation's primary funding source for legal aid programs. She is a founding member of the Justice Technology Association, a trade organization for direct-to-consumer legal tech companies and nonprofits. Join Sonja and me as we discuss the following three questions and more! What are three areas of technology attorneys should be looking at when it comes to assisting those with lesser means? What are three things attorneys can learn from platforms like courtroom five to help serve those with lesser means? What are your top three concerns regarding courtroom five, raising UPL scrutiny? In our conversation, we cover: [00.56] Tech setup – Starting the conversation, Sonja dives into her current tech setup and on what specific occasions she uses her tech tools. [13.52] Typing and writing – Sonja shares how writing makes a difference in a person. [16.06] Lesser means – Sonja shares some areas of technology where attorneys have to assist with lesser means. [22.55] Access to the internet – Michael and Sonja discuss how difficult it is to work with a client who has no way of using technology. [25.28] Courtroom5 – Sonja shares how the lawyers she works with try to educate clients that they can't serve otherwise. [28.18] Top three concerns – Sonja shares their top concerns in courtroom5 regarding raising UPL. [37.50] Legal services – Courtroom5 is not a law firm. It does not provide any legal advice. Sonja explains what courtroom5 does to help their clients to understand the required work. Resources: Connect with Lindsey: LinkedIn - linkedin.com/in/sonjaebron/ Website - courtroom5.com/ Twitter - twitter.com/Courtroom5Legal Equipment Mentioned in the Podcast MacBook Air - apple.com/macbook-air/ Mojo headphones - mojoburst.com/shop Sony headphones - electronics.sony.com/audio/headphones/c/headband Ring light - lumecube.com/collections/content-creators Microphone - bluemic.com/en-us/products/yeti/ iPad - apple.com/ipad/ iHome speaker - ihomeaudiointl.com/products/#/ TNT wifi - tntph.com/ HP laser printer - hp.com/us-en/shop/vwa/printers/prnttyp=Laser Brother printers - brother.com.lk/en/products/all-printers/printers M1 chip - apple.com/macbook-air-m1/ Apple pencil - apple.com/apple-pencil/ Notebooks - getrocketbook.com/ Software & Services Mentioned in the Podcast PandaDoc - pandadoc.com/ DocuSign - docusign.com/ HelloDivorce - hellodivorce.com/ Courtroom5 - courtroom5.com/

Recent advancements related to artificial intelligence have presented us with a plethora of tools we can use to optimize our workflows in many ways. In this week's episode, we dive into some of the AI-based technologies that lawyers can utilize for their legal research. Joining us today is Damien Riehl, VP of Litigation Workflow and Analytics Content at Fastcase. Damien is a technology lawyer who advises clients on tech, litigated tech issues, remediated cybersecurity issues, and developed software. He is also a musician. After working for state and federal judges and litigating for 15 years, Damien's work at Fastcase includes parsing and extracting valuable data from 700 million legal documents, interacting with AI-backed technologies to improve legal workflows and power legal data analytics, and providing substantive insights. Join Damien and me as we discuss the following three questions and more! What are your three favorite tech tools that help make your workflows sing? What are three ways Fastcase uses technology, for example, integration research, etc., uniquely or better than its competitors? What three tech tools do you feel attorneys underutilize in their research and writing? In our conversation, we cover, [00.45] Tech setup – Damien shares his current technological setup and how he uses them. [04.33] Surface laptop – Damien dives into what he loves about surface laptops. [12.52] Favorite tools – Damien shares his three favorite tech tools, how he uses them, and why those are his favorite. [18.39] Security concerns – Damien explains why he doesn't have security concerns with chrome and google. [20.04] Cybersecurity – Strong password, keeping a password manager, use two-factor authentication are the three things that attorneys need to be aware of when it comes to cybersecurity, says Damien. [21.58] Password managers – Damien dives into the importance of password managers and what software he uses for password managers. [25.07] Fastcase – A legal research software company based in Washington. Damien dives into three ways Fastcase uses technology. [35.20] Research & writing – Damien shares three tech tools that attorneys underutilize in their research and writing. RESOURCES: Connect with Damien:    LinkedIn - linkedin.com/in/damienriehl/    Twitter - twitter.com/damienriehl    YouTube - youtube.com/channel/UCGzvlbnpXo4E_H62eIGR7Tw    TED - ted.com/speakers/damien_riehl Equipment Mentioned in the Podcast: Surface laptop – https://www.microsoft.com/en-us/surface iPhone 7 - support.apple.com/kb/SP743?locale=en_US Mackie microphones - mackie.com/en/products/microphones In-Ear Monitor ­- shure.com/en-US/products/in-ear-monitoring Microsoft keyboard – microsoft.com/en-us/store/collections/keyboards Logitech mice - logitech.com/en-us/products/mice.html Monochrome printer – brother-usa.com/black-and-white-printers#sort=relevancy Software & Services Mentioned in the Podcast: Calendly - calendly.com/ Clio - clio.com/ Rocket matter - rocketmatter.com/ Zapier - zapier.com/ Trello - trello.com/home Chrome browser - google.com/chrome/ Text blaze - blaze.today/ TextExpander - textexpander.com/ Outlook - outlook.live.com/owa/ LastPass - lastpass.com/ 1Password - 1password.com/ Fastcase - fastcase.com/ Slack - slack.com/

Utilizing Artificial Intelligence to Your Discovery Responses Detail-oriented focus is a limited resource. So, when you automate the fundamental aspects of your legal writing, you can focus on the essential elements of your brief. In addition, empowering your support staff/associates to draft documents following your guidelines ensures that your feedback focuses on the most critical aspects of their work, as opposed to consistency, spelling, and formatting errors. In this episode of TSL.P Podcast, Nathan Walter joins us to discuss using artificial intelligence in your discovery responses. Nathan Walter is the CEO and co-founder of Briefpoint, a company building an AI platform to facilitate end-to-end litigation automation. After graduating from UCLA Law, Nathan practiced litigation for five years and currently works with Stanford's Center for Legal Informatics' Machine Generated Legal Documents project lead in surfacing novel applications for AI-backed litigation automation Join Nathan and me as we discuss the following three questions and more! What are three tech tools to help attorneys with their day-to-day work. What are three ways Briefpoint can assist attorneys in their work. What are three ways technology is heading that attorneys need to keep an eye on. In our conversation, we cover the following: [00:22] Tech Setup: Nathan describes his current tech setup and how he optimizes their use. [17:45] Three tech tools: Three tech tools that aid attorneys in their daily work: Client Intake Processes, Contract Lifecycle Management Tools, and Grammarly. [27:15] Briefpoint – Nathan explains in depth what services Briefpoint offers its customers. [32:39] Tech Trends – Nathan discusses the technology trends that attorneys should be aware of and their legal applications. [41:08] More on Briefpoint – Nathan elaborates more on Briefpoint, mentioning a number of user-related concerns. SHOW NOTES: Connect with Nathan: LinkedIn: linkedin.com/in/nathanwalter/ Website: briefpoint.ai/ Equipment Mentioned in the Podcast: Hyperx quadcast condenser mic: row.hyperx.com/products/hyperx-quadcast-usb-microphone Salesloft: salesloft.com/ MixMax: mixmax.com/ Discord: discord.com/ Playstation 5; Overwatch 2: store.playstation.com/en-us/concept/216627 MacPro Laptop: apple.com/shop/buy-mac/macbook-pro Lenovo Carbon Model: lenovo.com/ iPhone 11: apple.com/by/iphone-11/specs/ iPad: apple.com/ipad/ Mechanical keyboard: mechanicalkeyboards.com/ Das Keyboard: daskeyboard.com/ Gideon : gideonlegal.com/ Software & Services Mentioned in the Podcast: Google Voice: voice.google.com/ Grammarly: grammarly.com/

Using social media could be fun. But sometimes, a simple mistake could cause you a whole career. Knowing how to behave on social media is essential to anyone, but it holds vital importance for lawyers. This week, we are joined by Claude Ducloux to talk about ethical Pitfalls Lawyers Should Avoid On Social Media. Claude is an Attorney at Law, National Speaker on Legal Ethics, Litigation, and Law Office Management, and is Board-certified by the Texas Board of Legal Specialization in Civil Trial Law and Civil Appellate Law. He has 44 years of experience as an attorney and previously served as the president of the Austin bar association. His practice includes writing, teaching, lecturing, and representing clients on professionalism and legal ethics. He has written over 100 articles about conflict of interest, grievance prosecution, defense, and office management. He has earned professional honors such as the distinguished lawyer award, Luke souls award, and Professionalism award from the Austin bar association. Join Claude and me as we discuss the following three questions and more! What are three ethical pitfalls attorneys should be mindful of regarding their social media presence, What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence, and What are your three favorite war stories (or something to that effect)? In our conversation, we cover: [01.16] Tech setup – Starting the conversation, Claude shares his current technological setup and what his favorite products are. [06.29] Favorite podcasts – Claude talks about some of his favorite podcasts. [11.26] Software & equipment – Claude and Michael share information about some of the commonly used software and equipment. [16.13] Ethical pitfalls – A simple mistake on social media can cause significant damage to your life. Claude talks about posting things on social media as one of the ethical pitfalls because people can understand the absolute opposite of what you meant. [22.44] Tweeting – Claude shares how people use social media platforms such as Twitter and Facebook in an unprofessional manner regarding their work. [27.20] Practicality – Having a computer isn't enough. As lawyers, you have to make everything secure, especially things related to your work. Claude shares some of the practical things he had to learn over time about the security of his computer files. [34.11] Being recorded – Claude shares the importance of keeping in mind that your phone calls could be recorded without your knowledge every time. Further, he dives into how he instructed his attendees not to engage in conversations on the other side.  [41.58] War stories – Claude dives into some stories where attorneys and clients misused social media. [44.47] Google reviews – Claude shares his opinion on responding to google reviews. He states bar opinions from Philadelphia bar, which you can use as a response for google reviews. Resources: Connect with Claude: E-mail - cducloux@affinipay.com LinkedIn - com/in/claude-ducloux-abaa519/ Website - com/ Equipment Mentioned in the Podcast: Yeti Microphones - bluemic.com/en-us/ MacBook - apple.com/mac/ Dell computer - dell.com/en-us Pad - apple.com/ipad/ Creative Webcam - creative.com/wfh/#look-professional Konica Minolta Color printer – konicaminolta.us/products/predecessor-products/bizhub-c658/ HP printer - hp.com/us-en/shop/cat/printers     www.hp.com/us-en/shop/vwa/printers/prnttyp=Laser Software & Services Mentioned in the Podcast: Affinipay - affinipay.com LawPay - www.lawpay.com Google Drive - google.com/drive/ Overcast - fm/ Xerox - xerox.com/en-us Vimeo - com Skype - skype.com/en/ RingCentral - ringcentral.com/

The primary purpose of us lawyers using technology is to make our live's easier. To do that, you need to have more than base-line knowledge of the technology you are using and what technology you should use. This week on Tech Savvy Lawyer, we are joined by guest host Brett Burney interviewing The Tech Savvy Lawyer. Brett is an expert in eDiscovery guidance and practical training for mobile professionals. He is the founder of Burney Consultants, an expert consulting service provider to cooperating executives and legal professionals. Brett guides businesses of all sizes through the difficulties of e-discovery and offers objective suggestions for litigation support technologies and workflows for legal practitioners. Michael D.J. Eisenberg is a Washington, DC, attorney, the blogger at the Tech Savvy Lawyer.Page and host of the The Tech-Savvy Lawyer.Page Podcast. He has been helping lawyers with their tech-related problems for well over a decade. Join us as we talk about the following three questions and more, What are the three most common mistakes that you see lawyers making with their technology? What are the top three reasons that you maybe recommend to some folks about being an apple office versus a Windows Office? Three favorite tech hacks that you utilize to make your Office Technology seeing. In our conversation, we cover, [04.02] Tech setup – Starting the conversation, Michael dives into his current technological setup. [28.29] Common mistakes – We dive into the common mistakes that lawyers make regarding technology. [31.49] Backups -  Michael dives into the need for backups and how many times you need to do that. [35.20] Apple versus windows office – Michael shares some reasons to select between Apple office and Windows office according to your need. [37.30] Tech hacks – Keyboard shortcuts, Calendly program, and hazel software are the three favorite tech hacks to use in your office technology, says Michael. Resources Connect with Brett LinkedIn:linkedin.com/in/brettburney               linkedin.com/company/burney-consultants-llc Website: burneyconsultants.com  Twitter: twitter.com/bburney  Apps in Law: appsinlaw.com In the News Podcast: inthenewspodcast.com  Connect with Michael LinkedIn: linkedin.com/in/michaeldjeisenberg  Facebook: facebook.com/EisenbergLawoffice  YouTube: youtube.com/channel/UCaWWssVZoqnLq0YWm3YD6nw    Equipment Mentioned in the Podcast Apple AirPods - apple.com/airpods  MacBook Pro M1 - apple.com/shop/buy-mac/macbook-pro/16-inch Apple XDR Display - apple.com/pro-display-xdr Apple Watch Series 4 GPS + Cellular - apple.com/uk/shop/product/FTX02B/A/Refurbished-Apple-Watch-Series-4-GPS-Cellular-44mm-Stainless-Steel-Case-with-White-Sport-Band Samsung S22 - samsung.com/us/smartphones/galaxy-s22 Harman Kardon computer speakers - eu.harmankardon.com Dell computer - www.dell.com/en-us  Hue lights - philips-hue.com/en-us/explore-hue/how-it-works  Apple iMac - support.apple.com/kb/SP790?locale=en_US  Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti Microsoft Surface Pro 6 - support.microsoft.com/en-us/surface/surface-pro-6-features-ade5cfc2-e99a-6fd1-abbe-c0e8a8a3942d Mute Me - muteme.com BenQ Monitor Light - benq.com/en-us/lighting/monitor-light.html Elgato Multi Mounts - elgato.com/en/multi-mount-system Stream Deck - elgato.com/en/stream-deck Fujitsu ScanSnap - fujitsu.com/us/products/computing/peripheral/scanners/soho Logitech BRIO - logitech.com/en-us/products/webcams/brio-4k-hdr-webcam.960-001105.html HP LaserJet Enterprise M507 - support.hp.com/us-en/product/hp-laserjet-enterprise-m507-series/19203918   Software & Services Mentioned in the Podcast Clio - www.clio.com Rocket matter - rocketmatter.com  Dropbox - dropbox.com Backblaze - backblaze.com  Clendly - calendly.com  Hazel software - www.noodlesoft.com 

Episode 49 – With  Meranda Vieyra One of the best ways to become a smart lawyer is to pay attention to what's going on in social media. It will help you not only to gain knowledge but also to be more engaged with the new technologies constantly added to the industry. This week, we are joined by Meranda Vieyra to discuss how strategically interacting with social media will make you a smart lawyer. Meranda M Vieyra is the owner and marketing consultant at Denver Legal Marketing. She is one of the country's most visible legal professionals, with over 20 years of service in the legal community. Denver legal marketing is a marketing service dedicated to the recognition, promotion, and visibility of attorneys accross the country. The marketing firm has earned a strong reputation as the go-to for impactful, cost-effective legal marketing strategies. Meranda has helped her clients secure coverage by well-known publications and has obtained local, national, and international awards on their behalf. Meranda enjoys working with solo practitioners and advises medium-sized and national law firms on business development and marketing strategy. Meranda is a lecturer and author on issues related to marketing, including how lawyers can use LinkedIn effectively, how to develop a personal brand, and the promotion of legal services through the first class on law firm marketing at the undergraduate level in the country through the College of Business - Metropolitan State University of Denver. Join Meranda and me as we talk about the following questions and more; What are three reasons attorneys should be on social media and podcasts? What are three common mistakes attorneys make when on social media and doing a podcast? What are three simple tech tools, hardware, or software attorneys can use to make their social media and podcast appearance shine? In the conversation we cover, [01.39] Tech stack – Meranda dives into her current technological setups and what occasions she is using them. [04.37] Question 1. - What are the top three reasons that attorneys should be on social media, according to Miranda. [07.01] Question 2. - What are the top three mistakes attorneys make when on social media, according to Meranda. [09.18] Mistakes when appearing on Podcasts – Not preparing, not promoting podcast appearances, and updating social media pages regularly are the three mistakes attorneys make when it comes to podcasting, according to Meranda. [14.18] Handling problems – Even if it is difficult, attorneys need to pay attention to what's going on on social media, and having a third-party validation of your practice is important to maintain. [18.53] Google reviews – Meranda dives into what solutions lawyers have if they get bad reviews on social media. [23.23] Question 3. - What are the top three tech tools that Meranda likes and uses to make a good appearance on social media. [29.45] Consistency – Meranda shares how important it is to maintain the consistency of interacting with social media as an attorney. RESOURCES: Connect with Meranda: LinkedIn - www.linkedin.com/in/merandavieyra Website - www.denverlegalmarketing.com Equipment Mentioned in the Podcast: Apple iPad - www.apple.com/ipad Blue Yeti Microphones - www.bluemic.com/en-us/products/yeti Epson printer - epson.com/printers Epson projector - epson.com/projectors MacBook Pro - www.apple.com/macbook-pro Mevo camera - www.mevo.com/pages/mevo-camera Software & Services Mentioned in the Podcast: Animaker - www.animaker.com Avvo - www.avvo.com Canva - www.canva.com Findlaw - www.findlaw.com Hootsuite - www.hootsuite.com Martindale-Hubbell - www.martindale.com Pocket - getpocket.com Super Lawyers - www.superlawyers.com Zapier - zapier.com

The development of new technology is conquering every corner of every industry in the world which makes it hard to ignore that lawyers need to be proficient in technology to engage with clients. But still, there are flaws that lawyers need to overcome to get the best outcome from the new technologies. This week, we are having a fascinating conversation with J. Ryann Peyton about what technologies they use at present and how they can use the new technologies to give their maximum service to the clients. Ryann serves as the Director of the Colorado Attorney Mentoring Program (CAMP), a program of the Colorado Supreme Court. Ryann is a former litigator and a seasoned consultant and advocate of professionalism, diversity, and equity in the legal field. Ryann has been routinely recognized for their legal practice, earning the 2022 40 Under 40 Award, the 2019 American Bar Association Rosner & Rosner Young Lawyer Professionalism award, and the 2014 Colorado Bar Association's Outstanding Young Attorney of the Year award. The following three questions and more will be answered throughout the conversation, As a mentor to attorneys, what three things are attorneys still not getting right with their technology in their practice? What are three ways technology allows attorneys to help those who typically cannot afford or have access to private attorneys? During COVID, technology has allowed more attorneys to work from home. With this new dynamic, some attorneys have been a little lacking in being professional? In our conversation, we cover: [06.22] Current tech setup – Ryann talks about their current technology setup and their favorite apps on iPhone. [10.03] Utilizing – Ryann shares their opinion on what is the biggest things that lawyers get wrong when it comes to using technology and the programs that they recommend for lawyers. [15.06] Human check – Ryann talks about what usually makes lawyers hesitate in developing workflows. [20.47] Brick and motor versus virtual – Ryann dives into how lawyers got into virtual practice during the period of the COVID-19 pandemic, how most of the lawyers get back to brick and motor practice, and how virtual practice serves both the client and the lawyer in terms of time and others. [25.45] Credibility – Ryann shares their opinion on the credibility of virtual hearings where there is a question about how to ensure justice is done. [29.21] Utilizing AI – Ryann dives into how to help clients by utilizing AI and how it helps both the clients and the lawyers at the end of the day. [34.40] Utilizing technology – Ryann talks about utilizing technology to help clients identify what kind of legal problems they have because clients sometimes misidentify their legal problems which prevent them from hiring a lawyer or talking to a lawyer. [39.36] Educating – Ryann dives into what kind of facilities they have in every judicial district in Colorado to educate people if they want to hire an attorney or not. [40.31] Connecting lawyers – Ryann shares information about a platform that connects the lawyers who are looking for pro bono services in Colorado. [44.28] Hurdles – Ryann dives into the broadband issue that most of the communities have including Colorado which makes it difficult for people to connect with a lawyer and how self-help representatives create access to technologies like zoom and email on behalf of the people who have those kinds of problems. [47.32] Maintaining professionalism – Being present and attentive, maintaining humanity, and not overriding the silence as the three things attorneys need to be mindful of when working remotely while using technology says, Ryann. Connect with Ryann: Website - https://coloradomentoring.org/ LinkedIn: www.linkedin.com/in/ryann-peyton-7bb8794/     Equipment/Software mentioned: AirPods Pro - https://www.apple.com/airpods-pro/ iPhone 12 - https://www.apple.com/iphone-12/specs/ Apple Watch - https://www.apple.com/shop/buy-watch/apple-watch Overcast - https://overcast.fm/ Paladin website - https://www.joinpaladin.com/ Hello divorce - https://hellodivorce.com/ Clio - https://www.clio.com/ Calendly - https://calendly.com/ Zoom - https://zoom.us/ Slack - https://slack.com/ Microsoft teams - https://www.microsoft.com/en-ww/microsoft-teams/teams-for-work Zapier - https://zapier.com/ Apple podcasts - https://www.apple.com/apple-podcasts/ Microsoft surface - https://www.microsoft.com/en-us/surface

The development of new technologies has quickened the pace of living in every corner of the world. As a result, it is impossible to prevent lawyers from becoming interested in technology. However, if attorneys want to provide the highest level of service to their clients while simultaneously simplifying their work lives, they need to improve their technology skills. This week, we are joined by Lindsey Corbin to discuss how she applies technology in her professional life and how it has contributed to her success. Lindsey is the Chief Executive Officer of Delegate.legal. It is a leading provider of virtual paralegal services that can easily incorporate itself into existing law firms and businesses. Delegate.legal has more than 25 years of combined experience in the field of trademarks. It works with attorneys to develop its trademark practices by providing outsourced paralegal offerings, coaching, and consultation on practice development and additional products. Delegate.legal also works with attorneys to build different products. In addition, those who require other administrative services can also take advantage of Lindsey and her team's provision of virtual assistants. Join Lindsey and me as we talk about the following three questions and more! What are three security measures solos and small firms should keep in mind when working with virtual paralegals? What is a tech stack and what three ways attorneys can set up some basic tech stack? What are three ways attorneys can use technology to make sure their virtual staff are all on the same page at work? In our conversation, we cover: [01:15] Tech Setup - Lindsey discusses her current technological setup and her relationship with Microsoft and Apple products. [06:31] Security Measures - Lindsey shares three security measures that small firms should keep when working with virtual paralegals. Furthermore, she mentions her favorite antivirus software and why she likes it. [09:51] VPN – Lindsey provides a thorough explanation of how she makes use of VPN. [14:00] Tech Stack – Lindsey explains what a tech stack consists of and three ways attorneys can set up simple tech stacks. [17:40] Email - Lindsey discusses her email preferences for business, including whether she prefers Google Mail, Outlook, or owning her own domain. [19:12] Practice Management Software – Lindsey talks about her favorite practice management software. [20:35] Calls – Lindsey expresses her view on using a cell phone and Google Voice for business-related matters. [22:44] Cybersecurity Insurance – Lindsey provides her perspective on why an attorney needs cybersecurity insurance. [24:52] Laptop – When asked about her preferred second monitor to utilize while traveling, Lindsey raves about how much she adores her laptop. [26:14] Third-Party Docketing Software - Lindsey describes the third-party docketing software she utilizes. [27:22] Tools for Virtual Work – Lindsey explores three ways attorneys may utilize technology to guarantee their virtual workforce is on the same page, evaluating Slack, Trello, and Microsoft Teams and explaining why she enjoys each. [31:34] Shifts – We dive into the shifts in the legal business due to the pandemic's democratization effect and how innovation in the legal services arena provides help and its efficacy. [36:48] Transfer of Information Issues - Being a Windows user, Lindsey discusses the difficulties she encounters in transferring data to her Mac-using team and how she overcomes them. Resources: Connect with Lindsey: LinkedIn: linkedin.com/in/lindsey-corbin/ Website: delegate.legal/ Equipment Mentioned in the Podcast Dell Vostro Desktop: dell.com/en-us/work/shop/scc/sr/desktops-n-workstations/vostro-desktops Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro-models iPhone 12: apple.com/iphone-12/key-features Apple Watch: apple.com/watch iPad: apple.com/ipad Cannon Inkjet Printers: asia.canon/en/consumer/products/search?category=printing&subCategory=inkjet-printers Epson Scanners: epson.com/For-Home/Scanners/c/h2 Software & Services Mentioned in the Podcast Windows 11: microsoft.com/en-us/windows LastPass: www.lastpass.com McAfee Anti-virus: www.mcafee.com Clio Practice Management: www.clio.com Gravity Legal: gravity-legal.com Lawpay: www.lawpay.com Slack: slack.com Trello: trello.com Alt Legal: www.altlegal.com WebTMS: www.webtms.com

Being a good business owner and being a competent law practitioner are two distinctly different things. However, both these traits are essentially required for building a thriving law business. In today's episode of the Tech Savvy Lawyer.Page Podcast, we're getting into a deep conversation with a leader who has built a thriving law firm that operates virtually. Jim Grant, Co-Founding Partner of Georgia Trial Attorneys at Kirchen & Grant, LLC, joins us today to talk about how to utilize technology to develop a small law practice into a growing law business. Jim Grant is a successful Personal Injury Attorney in GA. Jim and his partner Mark Kirchen founded Kirchen & Grant LLC founded in 2015 to fight for the rights of the injured and their families against the greed of multi-million and multi-billion-dollar insurance companies. Jim and his partner share a passion for empowering the injured with the highest levels of professionalism and ethics. Their philosophy is “…to prepare and run every case as if [they] were the client.”  Join Jim and me as we discuss how his firm accomplishes this through the use of technology with the following three questions (and more!): -        What are three ways your firm uses technology to enhance client communications? -        You've talked about “The bait-and-switch of the legal industry: how the lawyer you hire isn't the one you get.” How do you set client expectations when it comes to these types of communications? -        What are your three favorite tech shortcuts? In this conversation, we cover: [01:24] The Tech Stack – We start the conversation with a review of both of Jim's computer setups at his office and home and why he had chosen to stick to Windows 10. [07:54] Technology and Communication – How Jim's firm uses technology to improve communication with its clients and how technology helped him open up new opportunities all over the world by offering services virtually. [10:03] Pushback – Jim talks about the challenges that emerged when adopting new technologies, pushback from different stakeholders, and how they overcome these challenges. [11:55] Professional Tools – Jim shares with us how using VoIP as a method of communication saves a lot of time for him, Jim's favorite case management software platform, and his go-to CRM platform. [16:36] iPhone & Windows – Jim is a fan of the iPhone, but he uses Windows for work. We asked why he chose these two rivals for the two specific purposes. [23:08] Tech Shortcuts – Jim's three tools for professionals and business owners to get the most ROI out of their tech setup. [35:06] Maintaining Integrity – Measures Jim and his firm have put in place to maintain data security, ethics, and integrity as a global business. [39:49] Monitoring & Data – The importance of logging and monitoring activities in a law firm and how Jim approaches keeping a healthy balance between maintaining trusting relationships with the staff and tracking the data that's necessary. Resources Connect with Jim & Georgia Trial Attorneys at Kirchen & Grant, LLC Website: www.8334thewin.com Phone: 678-701-9023 Skype Link: join.skype.com/invite/tx7k1xRiRJCm LinkedIn Profile: linkedin.com/in/james-grant-ba0b5328 Facebook: facebook.com/georgiatrialattorneys Instagram: instagram.com/accidentattorneyjg TikTok: tiktok.com/@accidentattorneyjg Equipment Mentioned in the Podcast Lenovo Thinkstation: lenovo.com/us/en/c/workstations/thinkstation-p-series Samsung Curved Monitors: samsung.com/us/computing/monitors/curved Blue Yeti Microphone: bluemic.com/en-us/products/yeti iPhone 13 Pro: apple.com/iphone-13-pro/key-features/ DJI Gimbals: dji.com/om-5 Epson Scanners: epson.com/Support/Scanners/sh/s2 HP Laser Pinter m610dn: hp.com/us-en/shop/pdp/hp-laserjet-enterprise-m610dn Martin Yale 1611 AutoFolder: amazon.com/Martin-Yale-AutoFolder-Handles-Charcoal/dp/B004E1BCHG Software & Services Mentioned in the Podcast Microsoft PwerToys: docs.microsoft.com/en-us/windows/powertoys/ Dialpad: www.dialpad.com Neos by Assembly Software: assemblysoftware.com/neos InkJet Superstore Printer Catriges: inkjetsuperstore.com Stamps: www.stamps.com Calendly: calendly.com Backblaze Cloud Backup: backblaze.com AdminDroid: admindroid.com Microsoft Delve: support.microsoft.com/en-us/office/what-is-delve-1315665a-c6af-4409-a28d-49f8916878ca

Throughout the last few decades, our lives have drastically changed along with the advancements in technology. In today's society, some sort of electronic technology is involved in almost anything we do. This brings us to a point where we have to question whether we're too dependent on technology. In this week's episode of the Tech Savvy Lawyer, we have a deep conversation about when technology becomes too much and not needed. Joining us today is Wendy Meadows, a family law lawyer, a mediator, and a certified life coach who also helps fellow lawyer parents transform so that they can combat overwhelm and burnout. Wendy prides herself on her ability to guide clients through one of the most difficult situations they may ever have to experience. She is compassionate yet results-oriented. Wendy concentrates on the specific goals of each client's case, along with a special focus on their life after divorce. She understands that the practice of law, and methods of resolution, are not a “one-size-fits-all” solution. Wendy focuses on helping clients evaluate all aspects of their cases, determining the optimal options for resolution, and making recommendations about the best approach for their divorce, custody, or support matters. Through this experience, she realized she could make an impact in someone's life in a way that was deeper and more profound than litigation - this led her to life coaching. Join Wendy and me as we discuss the following three questions and more! What are three myths the working parents in the legal field need to dispel about their use of technology at work? What are three software/hardware you see or recommend that help lawyers regain their time? and What are three software/hardware you see or recommend that help lawyers reduce burnout? In our conversation, we cover: [1:01] Tech Stack – We start the conversation with a brief look at Wendy's tech stack and software tools that make her life easier. [08:30] Three Myths – Wendy debunks three myths about using technology in the legal space. [10:16] Boundaries - Wendy shares with us some of the habits she has developed for maintaining clear boundaries between tech usage for personal and professional matters. [13:31] Fears and Beliefs – How our fears and beliefs may limit our potential in the workplace and how to overcome these fears and limiting beliefs. [15:05] Performance Issues – A healthy approach for employers to address legitimate and genuine concerns about the performance of employees. [20:05] Top Three Apps – Wendy talks about three software tools that help her save lots of time. [22:48] Task Management – Wendy's for advice for attorneys to manage multiple tasks in a day. [31:31] Transitions – Wendy shares with us what it was like for her to transition business processes from one platform to another and common issues that may come up in such a transition. [33:20] Microsoft 365 – We talk about the top 3 benefits Wendy gets from the Microsoft 365 suite. [39:29] Zoom – Wendy shares her thoughts on the usage of Zoom and how it has opened up new ways of saving time. [45:13] Remote Court Hearings – We talk about how remote court hearings can save a lot of time for everyone involved. [48:32] Balancing Workload – Wendy advises attorneys to keep a healthy workload balance and avoid burnout. Resources Connect with Wendy Phone: 410-403-0600 Email: wendy@wendymeadowslaw.com Websites: www.wendymeadowslaw.com (Law) www.wendysmeadows.com (Life Coaching) LinkedIn: linkedin.com/in/wendy-s-meadows Facebook: facebook.com/wendy.s.meadows Instagram: instagram.com/wendy_s_meadows Some of the Items discussed in this episode: Airpods Blue Yeti Microphone Clio iMac iPhone 11 Logitech Keyboards Microsoft 365 Trello Zoom

My next guest is Nataliya Blidy.  Nataliya is the Business Development Specialist for SmartAdvocate..  Smart Advocate is a cloud-based Award-Winning Legal Case Management Software.  We had an interesting conversation about the many things you should consider when you want to transfer your practice to a new CRM. Join Nataliya and me as we talk about the following three questions and more! Q1: What are three differences between Smart Advocate and your competitors? Q2: What are three things that attorneys can do to make sure their data transfer between CRMs is error-free? BQ: How do CRMs like Smart Advocate Help with Onboarding new staff? Q3: What are Natalia's three favorite third-party integrations attorneys can use with Smart Advocate? Special message: Natalia and I have had some very nice conversations talking about her home country, Ukraine.  What is happening there is devastating.  Our conversations helped to inspire me to donate The Tech-Savvy Lawyer.Page Podcast mug proceeds (about $5/mug) to the World Central Kitchen while this conflict continues.  WCK provides meals to those suffering devastation or, as in Ukraine's situation, invasion.  Whether it is through a purchase of a mug or a separate donation, I hope you consider donating a few dollars to help the Ukrainian people. SHOW NOTES Where you can find Natalia and Smart Advocate: E-mail Facebook Instagram LinkedIn Twitter Items discussed on this episode: Acer Apple iPad Apple iPhone Chrome DocuSign Mac Safari Windows 11

My next guest is Ronnie Deaver. Ronnie is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads by utilizing the technology from Google My Business & Sales Training. Join Ronnie and I as we discuss the following three questions and more! Q1. What are the top three misconceptions attorneys have about the need for Google My Business?  BQ. What are three things an attorney can do when they get a bad review on GMB? Q2. What are three simple tricks attorneys can do to improve their GMB? Q3. What are three ways NoBull stands out from its competition? Show Notes: Where you can find Ronnie! E-Mail - rdeaver@nobullmarketing.co Website – www.NoBullmarketing.co Items discussed in this episode: BenQ EX3501R Ultrawide Curved Gaming Monitor Google Wi-Fi Mesh NetworkEvolving with the Times (Family Lawyer Edition) with guest Susan Gunther. iPhone 13 iPhone 13 Pro Max iPhone 11 – Turns out my wife has the 10 not the 11.  May be time for her to upgrade! iPhone se Podcast: Evolving with the Times (Family Lawyer Edition) with guest Susan Gunther. Verizon FIOS