In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers.

Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys be more efficient and effective in their work.

Highlights

• Who are the guests for today? - 1:24
• Ice breaker: What’s the most annoying Christmas gift a child asks them? - 1:55
• One problem that a case management software platform can resolve. - 5:24
• Best features of the case management software. - 8:37
• Dealing with lawyers and their ability to place data and label into the system. - 10:47
• What can be improved to be made to the case management space? - 13:49
• The future of case management software. - 17:32
• The value of reporting. - 23:37 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with the Guests
• https://www.cosmolex.com/
• https://zencase.com/
• https://www.linkedin.com/in/joyce-brafford
• https://www.linkedin.com/in/bobculliton 

I talked with two experts in the space about matter & legal spend management software for law firms and legal departments.

Highlights

• Who are the guests for today? - 1:27
• Cranberry sauce: Yay or nay? - 2:22
• The benefits of using matter and legal spend management software. - 6:48
• How to implement the tool. - 12:20
• Managing change management. - 14:25
• Defining roles and responsibilities for people affiliated with the software to maximize the tools they’re using. - 16:53
• Using alternative legal service procedures and managed service providers. - 28:23 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Chris Bennett and Rebecca Kocsis
• https://www.onit.com/
• https://www.bodhala.com/
• https://conga.com/ 

I talked with Jessica Youngs about how she built a remote law firm before it was cool.

Highlights

• Who is the guest today? - 01:21
• Jessica’s favorite Halloween candy. - 3:37
• The types of clients that she typically works with. - 4:57
• Making the decision to launch a practice and creating a remote business before a lot of people did. 7:12
• How she was able to make a connection with tech companies. - 9:32
• Technologies that can be useful for remote work. - 13:16
• How Jessica maintains relationships with clients in remote practice. - 15:39
• How she maintains the relationship as organizations get bigger and how she ramps up her services to meet their needs. - 19:55 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jessica Youngs
• http://www.octanslegal.com/
• https://www.linkedin.com/in/jessicamyoungs 

I talked with Rob Stote, an expert in the space of legal & matter spend management software.

Highlights

• What is Rob’s favorite fall flavoring agent? - 2:09
• The differences between manner management versus law practice management. - 3:05
• How can you surface digestible data for lawyers? - 5:34
• It’s all about revenue: How to build tighter funnels for revenue and identify potential leakage or breakage? - 8:48
• The new non-lawyers or business professionals that most firms are bringing in. - 14:52
• What are the major shifts in firms? - 19:18
• The obligations law firms and legal departments have to match the sophistication of their own operations. - 25:32 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Rob Stote
• https://www.bighand.com/
• https://ca.linkedin.com/in/robstote 

I talked with some experts in the space about how to leverage eDiscovery software in law practice.

Highlights

• Who are the guests for today? - 1:20
• What’s the best or worst Halloween costume they’ve worn or seen someone wear? - 2:28
• With the improvements made to the different software, how easy is it to use eDiscover software? - 5:39
• How does an eDiscovery software help a firm or a lawyer in managing issues? - 9:53
• Should law firms start looking at data retention? - 15:42
• The role of proportionality with all the data floating around. - 22:46
• Why are lawyers and firms not adopting AI yet? - 29:02 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with the Guests
• https://indexed.io/
• https://www.linkedin.com/in/brian-mchughs-a5458b4
• https://csdisco.com/
• https://www.linkedin.com/in/alisa-mclellan-65b0897
• https://exterro.com/
• https://www.linkedin.com/in/christi-mcgowan-1a2b3851 

For a law firm to be more efficient in handling client information, can CRMs do the job?

If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.

Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.

Highlights

• What’s Jared and Nikhita’s wild school stories like? - 2:27
• How effective law firms are leveraging technology to get more efficient? - 5:23
• How to choose an ideal client. - 8:38
• Starting using AI without eliminating the human touch. - 16:21
• Where automation sequence could work and where human intervention should be placed. - 19:15
• What is the CRM onboarding process - 24:22 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Nikhita Iyar
• https://www.linkedin.com/in/nikhita-iyar-85361680 
• https://www.moxo.com/ 

I talked with experts in the field about utilizing time, billing & payments software in the law firm environment.

Highlights

• Who are the guests for today’s episode? - 1:23
• Ice breaker: What their favorite and not-so-favorite shows are. - 2:52
• What their thoughts are on law firms starting to build their own payment system? - 7:07
• How important it is to build a system to streamline billing for the law practice to use the software. - 15:26
• How to make time tracking easier. - 23:28
• How lawyers can construct what are effectively compelling invoices? - 31:05
• What their best tips are for getting paid more here in the last quarter of 2022 that the law firm could implement immediately? - 36:14 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Matt Speigel, Tomas Suros, Scott Clasen, and Sam Mallen
• https://www.lawmatics.com/
• https://www.mycase.com/
• https://www.timesolv.com/
• https://www.abacusnext.com/ 

For today’s episode, I spoke with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur about contract management and the risk management systems, and the best practices for lawyers and law firms.

Highlights

• Who are the guests for today’s episode? - 1:25
• The icebreaker: What scary animal encounter they’ve had? - 3:23
• What risks are involved in the risk management and contract management spaces? - 9:40
• How do you build processes and how do you implement them? - 17:56
• How can you construct, simplify, templatize, and standardize languages within the contracts? - 28:08
• What lawyers don’t know about contract management software is that they should. - 37:35
• How to get more information about the guests. - 39:19 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Vishal Sunak, Colin Levy, Daniel Barnes, and Shashank Bijapur
• https://linksquares.com/
• https://www.malbek.io/
• https://www.gatekeeperhq.com/
• https://www.spotdraft.com/ 

I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms.

Highlights

• What their favorite television productions are and why people should be watching them. - 2:48
• What MyCase: What to expect and what it means for the industry. - 5:12
• With the acquisitions happening in the legal space, how do they stay on top of what’s happening with the companies? - 7:03
• What should you follow in terms of styling and formatting? - 9:56
• Where to store the documents: The best practices and software to use. - 12:55
• Is the client portal a good and effective file-sharing solution? - 15:15
• Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn’t be daunting for lawyers? - 17:23
• How to manage integration with document management tools for law firms. - 22:38
• What an integrated experience looks like from the perspective of a case management software user. - 24:49
• What’s their favorite document management tip? - 27:24 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Adrian Bailey and Arman Samani
• https://www.docstyle.net/
• https://www.mycase.com/
• [email protected]
• [email protected]  

I interviewed several vendor reps about the features and latest developments in law practice management software.

Highlights

• Who are today’s guests? - 1:15
• Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? - 2:41
• What is happening in the world of legal tech? - 5:51
• What a lawyer should do during an acquisition? - 7:10
• What does acquisition mean for attorneys? - 8:38
• What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? - 12:06
• The strategies for lawyers in uncertain times. - 20:09
• Integration of case management software and other software: Are there specific integrations needed? - 28:16
• Integration versus data privacy and security. - 33:38
• The biggest misconception lawyers have about law practice management. - 38:45 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Dov Slansky, Jim Garrett, Colin Li and Igor Selizhuk
• https://www.smartadvocate.com/
• https://www.litify.com/
• https://joinparadigm.com/
• https://assemblysoftware.com/