I spoke with a consultant who builds document automation tools for private law firms & legal aid agencies, among others.

Episode Highlights

01:21 - Problem of slow document generation.

03:10 - Automating documents with DocAssemble.

07:11 - Open source vs. commercial software.

08:52 - Potential and barriers of document automation.

11:01 - Challenges in automating complex documents.

12:02 - Logic and formatting complexity.

14:09 - Customization in legal tech.

15:51 - Impact of budget cuts on Legal Services Corporation.

16:52 - Legal aid’s critical role for community stability.

18:56 - AI’s impact on the legal intake process.

20:14 - AI tools for legal outreach.

22:16 - Environmental concerns regarding AI.

23:52 - Upcoming legal innovation conference in Boston.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Quinten Steenhuis

• https://lemmalegal.com/ 

• https://suffolklitlab.org/ 

• [email protected] 

I spoke to a member of a legaltech implementation & customization firm - the former owner & the new owner, as we spoke about the state of legal software & AI.

Episode Highlights

03:29 - Donna and Jackie offer tech solutions.

04:01 - Importance of customized tech stacks.

06:01 - Evolution from limited to vast legal tech.

09:17 - Jackie on internal transitions and recruitment.

11:48 - The growing allure of Oklahoma City.

14:44 - Shift towards alternative legal billing.

20:51 - AI’s role in law firm billing discussions.

25:15 - Automation’s impact on billing approvals.

29:37 - Consolidation trends in Legal Tech.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Donna Brown and Jaclyn McDuffey

• https://www.beyondsquareone.com/ 

I spoke with a business attorney who works for corporations and handles crisis litigation about his practice.

Episode Highlights

03:06 - Importance of technology in managing court deadlines.

06:43 - Evolution and significance of docket calendaring.

08:52 - Insights into selecting travel bags for lawyers.

09:36 - Recommendations for travel gadgets and mice.

10:28 - Sports memorabilia collecting insights.

12:07 - Favorite sports memorabilia pieces.

14:05 - Concept of crisis litigation explained.

17:11 - Handling chaotic legal situations.

19:07 - Working with corporations and honest communication.

21:37 - Key to maintaining lawyer-client relationships.

23:14 - Personal management style advice for lawyers.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Adam Hersh

• https://bluechip.law/ourteam/adam-hersh/ 

I talked with my guest about adopting and managing legal technology with an eye toward law firm ethics.

Episode Highlights

03:51 - Essential Legal Tech Tools

06:00 - Vendor Partnership Program at alps

06:51 - Wire Fraud and Its Risks

07:59 - Deepfake Scams in Transactions

09:23 - Technology Integration Challenges

10:05 - Importance of Tech Training

13:23 - Tech Adoption Barriers for Lawyers

15:28 - Vetting Tech Vendors for Security

18:11 - Younger Lawyers and Tech Challenges

19:29 - Importance of Processes and Workflows

20:47 - Vetting Software for Risk Reduction

25:51 - Selecting Malpractice Insurance

27:59 - Necessity of Cyber Insurance

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Rio Laine

• https://www.alpsinsurance.com/ 

I spoke with a long-time employee of LexisNexis, about where AI search is, and where it's going.

Episode Highlights

02:51 - Google or general AI tools vs. Lexis AI for legal research.

03:53 - Generative AI assistant “Protege” by LexisNexis.

05:08 - Lexis Plus AI’s approach to addressing hallucinations.

09:08 - Evolution of legal tech over the years.

10:32 - Legal industry’s AI adoption increases.

12:14 - Simon’s personal journey at LexisNexis since 1999.

18:28 - Importance of user-focused AI tools at LexisNexis.

20:03 - AI-driven workflow strategies in legal research.

24:09 - Less known Lexis features: Search-tree explanation.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Simon Weierman

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

I spoke with a lawyer and clinical law professor about the impact of AI in the deposition space & elsewhere in legal.

Episode Highlights

05:02 - Frictionless deposition process with AI.

08:48 - Educating lawyers beyond law school.

11:50 - Introducing Transcript Genius: AI in depositions.

16:13 - AI’s potential to revolutionize legal education.

21:08 - Balancing traditional skills and AI enhancement.

25:25 - Next-gen law firms empowered by AI.

29:39 - The future impact of AI on the legal industry.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Joe Stephens

• https://steno.com/ 

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

Episode Highlights

02:00 - Effective solutions for technology issues.

05:35 - Solo attorney overwhelmed by marketing success.

06:09 - Embracing AI before hiring staff.

07:40 - Advancing legal tech adoption.

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

10:56 - Past the paperless office era.

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

14:00 - Encouragement to explore beyond generative AI.

16:34 - Custom GPTs for tailored tasks.

18:17 - Perspective on cruises and travel.

20:15 - Utilizing smartphones to the fullest.

23:22 - Psychology of technology resistance.

25:29 - Disciplined technology adoption.

28:00 - Digital nomad lifestyle for lawyers.

30:15 - Importance of password managers.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Ernie Svenson

• https://ernietheattorney.net/ 

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

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

Highlights

09:03 - AI and Prompt Engineering

18:46 - Perplexity and AI Search Engine

21:03 - Perplexity Partners with Legal Zoom

24:02 - Federal Regulations on AI

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

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Josh Noffke

• https://www.brasstacksai.com/ 

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

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

Highlights

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

03:10 - Modern to modern case management transition.

06:56 - The role of bookkeepers as roadblocks.

11:13 - Addressing partners who resist tech adoption.

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

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

24:25 - Increasing efficiency with case management systems.

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

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

35:39 - Integrating AI smartly into legal practices.

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

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Adriana Linares

• https://www.lawtechpartners.com/ 

• https://madameaucoinperfume.com/

• https://madameaucoinperfume.com/ 

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

Episode Highlights

04:02 - The emergence of managed service providers.

05:02 - Affordable tech solutions for law firms.

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

07:59 - Legal industry survey insights.

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

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

13:56 - Description of the sport of Hurling.

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

21:40 - Encouragement for proactive IT management.

27:07 - AI in managed service providers.

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

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

39:49 - Current investments in cybersecurity.

Episode Resources

• Connect with Jared Correia

• [email protected] 

• https://redcavelegal.com/ 

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

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Darragh Fitzpatrick

• https://www.tabush.com/ 

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