Jared talked with Tyler Smith about how to get legal software, and then get the most out of it, when you use it.

Highlights

• Adopting the right legal tech for you - 2:03
• How great it is being in Iowa - 2:47
• How much time do you need to sell - 6:14
• Planning is everything - 7:57
• How to set revenue goals in this context - 8:56
• One of Tyler’s favorite pieces of legal technology - 11:20
• Using technology to manage staff - 16:00

Episode Resources

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

Jared talked with Raymond Asiimwe about whether to buy or build software for a law firm.

Highlights

• How law firms can maximize technology - 1:35
• Making decisions to put the right technology in your law firm - 2:38
• Buying the shiny object - 4:33
• How you decide as a law firm what technology you need - 9:23
• Building the systems that we want - 10:43
• How to decide who to hire - 14:34
• A real mindset change for lawyers - 17:37 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Raymond Asiimwe
• [email protected]
• http://bytelexhq.com/ 

Jared talked to lawyer Gina Bongiovi about her legal technology beefs.

Highlights

• Lawyers adopting technology - 2:05
• There are a lot of promises for the legal tech - 2:51
• Having some legal tech beefs - 4:41
• Cloud-based technology - 5:51
• Her beefs - 6:36
• Communicating frequently with our clients - 8:36
• A tech wish list for 2022 - 15:22
• You need to start with your needs - 17:48 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Gina Bongiovi
• https://bongiovilaw.com/
• [email protected] 

Jared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs.

Highlights

• CRM: Customer Relationship Management Software - 1:40
• What allows a CRM - 2:05
• CRM are cloud-based - 2:22
• A lot of law firms are not using CRMs - 2:55
• One of the biggest challenges that they have - 4:18
• Having a CRM in place - 7:19
• How legal operates - 10:13
• Managing your leads better - 13:45 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Erik Bermudez
• [email protected]
• https://www.filevine.com/ 

Jared interviewed an attorney who has built a platform for selling legal products = documents.

Highlights

• Productization in legal - 1:44
• The difference between services and products - 2:01
• Alternative ideas for selling products - 5:17
• Using estate planning documents - 7:01
• Making sure that customers are happy - 9:22
• A whole experience for the client - 10:13
• Setting expectations - 14:21
• There’s nothing wrong with launching a product - 16:08 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Sankeetha Selvarajah
• [email protected] 

Jared talked about definitions and uses for AI in the legal technology space. He talked about this topic with Nathan Wenzel from SimpleLegal and Alex Smith from iManage

Highlights

• AI is simple and complicated at the same time - 2:13
• AI: a misunderstood concept - 4:14
• AI is just math - 6:16
• Unsupervised and supervised machine learning - 9:18
• What lawyers should be doing - 14:28
• Ways to use AI - 16:28 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Nathan Wenzel
• [email protected]
• www.simplelegal.com
• Connect with Alex Smith
• [email protected]
• www.imanage.com 

Jared interviewed Scott Clasen of TimeSolv and Niki Black of MyCase about time capture, billing, and managing client payments for law firms.

Highlights

• Having a new hobby from the pandemic - 2:46
• Collecting payment information - 5:39
• There’s no technology excuse right now - 8:29
• New payment plans - 11:00
• Payment processing tools - 12:42
• The importance of e-payments - 16:30
• Understanding the processing fees - 17:56
• E-payments are not created equal - 18:46
• The whole billing cycle - 21:00 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Scott Clasen
• https://www.timesolv.com/
• [email protected]
• Connect with Niki Black
• [email protected]
• https://www.mycase.com/ 

Jared talked with Jerry Levine of ContractPodAi about contract lifecycle management. ContractPodAi helps your team to do more, and do it better, in less time. They will help unify your organization with complete contract lifecycle management, from a library of contract templates simplified for any user to a fully integrated electronic signature.

Highlights

• Contract management software - 1:09
• Doing it for 15 years - 2:15
• A product for legal technology - 2:31
• Trying to figure out how to solve a problem - 5:03
• Making a discovery - 6:47
• A day of discovery - 7:30
• What does contract lifecycle management means - 8:22
• The three stages of the process - 11:09
• Benefits if you’re a firm - 17:57
• Working better by adopting technology - 20:53 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jerry Levine
• [email protected]
• https://contractpodai.com/ 

Jared interviewed several vendors on the topic of document management software in the legal space.

Highlights

• Presenting the guests’ of today’s episode - 2:03
• A word processing tool - 4:00
• One of Jared’s favorite subjects and how it works - 5:17
• Personalizing the document - 6:26
• About document assembly - 7:56
• What's the Portable Document Format (PDF) - 8:37
• PDF as a tool - 9:39
• The security benefits of using PDFs - 10:19
• Combining reporting and management systems - 11:39
• The notion of a system of records - 12:53
• The best document management system tip - 16:36
• Using document management tools - 18:05
• Episode Resources
• https://www.filevine.com/
• https://www.mycase.com/
• https://www.foxitsoftware.com/
• https://www.pathagoras.com/
• Cain Elliott [email protected]
• Roy Lasris [email protected]
• Niki Black [email protected]
• Mike Bigelow [email protected]
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal 

Jared interviewed three vendors on the features of law practice management software. They explain the software and why it’s important.

• Highlights
• Technology conversations direct to lawyers - 0:40
• Law practice management software - 2:21
• Rohit’s insights about law practice management software - 3:43
• Collaboration is essential - 4:41
• Joshua’s insights about becoming “centralized” - 5:58
• Migration and onboarding are two different things - 7:34
• Learning the tool and how to maximize the tool - 8:40
• A point of inflection for legal - 11:11
• Clients do not want to go back to the “old way” - 14:15
• Using a cloud-based software - 15:32
• What happens when you have everything in the cloud - 17:51
• About VPN - 18:38
• How to contact Cain, Joshua or Rohit - 20:05
• The best productivity hack - 20:44
• Zapier as an excellent integration software - 23:22 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, Joshua Lenon, and Rohit Parekh
• Cain Elliott [email protected]  
• Joshua Lenon [email protected] 
• Rohit Parekh [email protected]