I spoke with a solo attorney, who gets a heck of a lot done in her unique practice niche, by leveraging AI + business planning.

Episode Highlights

02:12 - Overwhelming AI solutions in law.

03:56 - Jess Birken recommends note-taking AI.

04:48 - Fathom: AI for virtual meetings.

06:31 - Flat fees vs. hourly billing for AI efficiency.

07:25 - AI in competitive practice areas.

08:55 - Using AI for marketing in law.

12:50 - The rise of podcasting for marketing.

16:05 - Transition to nonprofit law.

18:41 - Vetting AI tools for legal use.

21:00 - Balancing innovation with caution in AI.

23:48 - Prioritizing intentions over rigid plans.

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 Jess Birken

• https://birkenlaw.com/

• [email protected]

I talked with an attorney who owns a law firm and real estate closing company about how he grew his organizations using acquisition as a tool, as well as about how the firm has stayed on track by adopting modern technology.

Episode Highlights

01:04 - Commitment to actionable insights.

02:05 - Creating a fun workplace culture.

06:22 - Impact of culture and dynamics.

07:39 - Using unexpected initiatives.

10:57 - Decision-making and organizational charts.

13:35 - Featuring the human side of business with events.

17:33 - Approach to business and acquisitions.

19:12 - Opportunities in legal and closing business models.

27:17 - Decision on adopting Qualia for business.

31:43 - Using AI in legal practices.

34:35 - Future for lawyers in AI integration.

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 Jack O'Donohue

• https://touchstoneclosing.com/

• https://touchstonelawoffices.com/

• https://www.youtube.com/@DonutDigest

• [email protected]

I spoke with a senior paralegal about best practice tips for intake + client service.

Episode Highlights

02:45 - Automations in CRM to filter conversations.

04:04 - The "CRM as ATM" concept for law firms.

06:13 - The importance of cultural responsiveness in client communication.

07:46 - The value of short, effective intake forms.

11:03 - Benefits of outsourcing roles in firms.

12:56 - Effective use of answering services.

16:13 - Importance of metrics and lead tracking.

19:45 - Training clients for law firm communication expectations.

22:15 - Simplifying software usage in law firms.

25:01 - Exploring artificial intelligence in legal practices.

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 Vanessa Reynolds

• gmrodriguezlaw.com

• [email protected]

I spoke with a lawyer, developer, educator & data scientist about how AI is disrupting law practice & legal education.

Episode Highlights

03:33 - AI revolution challenge for law firms.

05:57 - What is agentic AI?

11:41 - Custom GPTs in practice.

19:52 - Bias in AI and its implications.

25:52 - Tackling AI fairness and justice.

32:57 - Star Trek's predictive view on AI.

36:01 - The concept of P-Doom.

45:20 - Role-playing in AI and law education.

48:30 - The promise of AI in education.

54:41 - Legal students' interaction with AI tools.

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 David Colarusso

• https://suffolklitlab.org/

• https://lawrpg.org/

• [email protected]

I spoke with Jordan Furlong, of Law21, a legal futurist, about what impact AI is having (and, will have) on lawyers.

Episode Highlights

04:51 - Large language models and ChatGPT in law.

05:39 - General-purpose technology's ubiquity.

07:39 - The empowerment potential of AI.

09:57 - Rethinking legal tasks and roles.

16:59 - AI adoption in law firms: Challenges and opportunities.

19:04 - Billable hours and changing legal pricing.

37:11 - Law21 consulting focus: Adaptation in legal services.

39:59 - The need for legal industry transformation.

54:12 - Reflecting on societal and historical responsibilities.

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 Jordan Furlong

• [email protected]

• https://www.law21.ca/

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/