Privacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others.

Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery.

What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. Together with Jared, Dan talks about the development of eDiscovery as well as the value that it can bring.

Highlights

• What eDiscovery is for lawyers, especially for non-tech savvy ones. - 1:49
• Fun and exciting things to do in New England in the fall. - 2:54
• Developing into eDiscovery. - 4:04
• Things that Dan alluded to which changed the game of eDiscovery. - 10:01
• The value of eDiscovery software to an attorney or a law firm. - 11:33
• How can you wrap your head around eDiscovery without feeling overwhelmed? - 15:34
• Tips for moving the project forward. - 21:27
• Additional resources. - 26:32 Episode Resources
• https://www.thesedonaconference.org/
• https://www.americanbar.org/
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Dan Gelb
• https://www.gelbgelb.com/
• https://www.gelbgelb.com/our-team/daniel-k-gelb-esquire/ 

Accuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use?

In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the alternative fee agreements and different payment funnels that attorneys and law firms can use as well as the new trends that people can expect in e-payments.

Highlights

• The two guests for today’s show. - 1:16
• Ice breaker: What’s the weather like in your area? - 3:17
• Why should law firms start using e-payments? - 9:06
• How is surfacing data related to bill payment? - 13:05
• Alternative fee agreements for law firms. - 18:03
• Financial services acting as a middle man between the client and the law firms: What does it mean and how does it work? - 25:03
• The new trends that people can expect in e-payments. - 27:24
• Do legal payment providers offer options if a consumer wants to pay using cryptocurrency? - 28:44
• Where to find the guest today. - 31:49 Episode Resources
• https://timesolv.com/
• https://lawpay.com/
• https://redcavelegal.com/
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Scott Clasen and Jordan Turk
• http://affinipay.com/
• https://www.profitsolv.com/ 

Legal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions.

Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’re up for renewal and letting the other party know of the last day when the contract will lapse. Listen in to know what are the different strategies to use when selecting the right legal research provider.

Highlights

• The big difference with other lawyers: Rob loves college football. - 2:50
• What are the big changes in the industry of legal research? - 5:41
• The checklist that Rob’s running through when talking to legal firms about making decisions on legal research. - 9:16
• Recommendation he’s always giving to clients: As soon as the agreement is signed, you send an email to your contacts, “Please set my agreement to lapse on the last day of this term.” - 11:32
• Are there a lot of firms cutting their research budget due to the pandemic? - 15:30
• Involve your power users into the conversation. - 18:28
• Set of features of legal platforms that Rob sees as totally essential for a law firm. - 21:23
• Do law firms use free resources first? - 24:10
• How much should prices be an issue? How big of consideration should it be for law firms? - 28:01 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Rob Foil
• https://www.nuix.com/
• https://asklegato.com/ 

Contracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen.

Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes.

Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can help different firms. Not only that, they also share different success stories of shifting to software and the future of contract management software.

Highlights

• Who are the guests? - 1:19
• What do they do on Halloween? - 3:19
• Why is it important for law firms to use contract management software? - 8:07
• Once you start automating and start using contract management software, you free up time and are able to focus on other tasks. - 12:08
• Features of a Contract Management Software. - 14:03
• There’s more focus on collaborative work: Younger attorneys are more open to collaboration. - 20:35
• The biggest shift or feature that you’ll start to see is the usability of the product that you want to use. - 22:45
• The future of Contract Management Software. - 23:58 Contracts are written for people to understand. - 30:46 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with the Rik Nauta, Will Reynolds, Jerry Levine and  Kevin Miller
• https://legalsifter.com/
• https://contractworks.com/
• https://www.donna.legal/
• https://contractpodai.com/ 
• ContractPodAI.

For lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession.

Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available.

Highlights

• Introducing the phenomenal guests. - 1:18
• It’s essential for modern law firms to manage documents using robust systems that are accessible to both staff and clients. - 2:54
• What’s your favorite font? 3:27
• Formatting tips and best practices for law firms and lawyers. - 6:27
• How to organize these documents and keep them organized? - 12:24
• Tips and suggestions on using templates and template maintenance accessibility. 21:20
• The future trends of document management. - 28:57 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Cain Elliott, Jenni Davenport, and Chris Cangero
• https://www.docstyle.net/
• https://www.wealthcounsel.com/
• https://www.filevine.com/ 

Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software.

Highlights

• Introducing the guests of today’s show. - 1:20
• The main focus of today’s topic. - 2:03
• Icebreaker: How’s your vacation? - 3:12
• The latest trend in law practice management. - 10:31
• Moving towards automation by using a case management system. - 15:34
• What are the future trends in law practice management? - 18:29
• Technology leads law practice management to be predictive, rather than reactive. - 23:58
• The hidden gems: What are the most overlooked features of case management software? - 27:55 Episode Resources
• 7 Habits of Highly Effective People by Stephen Covey
• 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.smokeball.com/
• https://matter365.com/
• https://moxtra.com/
• https://smartadvocate.com/
• https://clio.com/ 

Jared talked to Gabriela Cubeiro of CasePeer and Evan Armstrong of FileVine about data analytics in law firms.

Highlights

• Data analytics for law firms - 5:27
• Focusing on clients - 8:24
• Software providers - 11:26
• The analytic side of software - 12:17
• Reports to generate data - 16:53
• KPI, what is that? - 22:10
• Building a better and stronger team - 24:09
• Future for law firms - 25:05
• The best KPI process - 26:02

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• https://www.filevine.com/
• https://www.casepeer.com/ 

Jared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms.

Highlights

• Cybersecurity is in the news every day - 1:41
• What magnifies complexity - 10:23
• You need cybersecurity training - 10:58
• How you can protect yourself - 16:45
• Understanding the threat - 18:01
• Why people are unprotected - 19:21
• Biggest reasons why so many firms are unprotected - 23:02
• Business email compromise - 25:31 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Tom Lambotte
• https://www.securityplus.io/ 

Jared and Emily talked about how to choose the right tech, without getting distracted by new, shiny objects.

Highlights

• Getting so distracted by shiny objects - 2:12
• Avoid buying new things - 3:19
• Making proactive decisions - 7:14
• How to choose technology effectively - 9:25
• Making an appropriate investment - 10:36
• Looking for a device that fits your needs - 11:32
• Her main device - 14:48
• The most essential software tools - 16:25
• Using technology to delegate - 22:29
• Tech is your friend - 23:51 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Emily Amara Gordon
• https://redcavelegal.com/
• http://amaralaw.com/ 

Jared talked with John Lerner, Cathy Kenton, and Brian Dalton about the LegalTech NonEvent.

Highlights

• The genesis of the NonEvent podcast - 3:45
• There are so many products in the market - 4:34
• Making product recommendations - 5:42
• Where they started - 7:00
• Making NonEvent online - 13:56
• A community of tech startup people - 20:47
• Making informed decisions - 27:46
• Loving tech - 28:22

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Cathy Kenton [email protected]
• John Lerner [email protected]
• Brian Dalton [email protected]