Jared talked with a solo attorney about how he onboards and manages technology.

Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and newsletter frequency 24:56 Effectiveness of Levitate as a marketing tool in improving client communication and brand visibility 25:53 The necessity and cost of legal research software like Westlaw or Lexis 27:45 The importance of learning how to use legal research tools effectively 28:01 The value of the online library resources available through the Texas State Bar

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Bud Glavy
• https://www.glavylaw.com/
• https://www.linkedin.com/in/bernard-bud-glavy-a0913b71 

Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms.

Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of her coaching and mentoring business 22:13 How she uses AI tools to plan out a daily schedule 25:09 Calendly and Acuity as efficient scheduling tools for lawyers 25:50 The importance of planning and timing of content distribution 

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Dani Whitestone
• https://www.linkedin.com/in/daniwhitestone/
• https://www.linkedin.com/posts/daniwhitestone_here-are-the-marketing-resources-mentioned-activity-7130370216848449536-94gd/?utm_source=share&utm_medium=member_desktop
• https://www.customindustrialservices.com/  

Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances.

Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser.

Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj’s favorite personal financial apps

Episode Resources

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

Jared talked with an expert witness, who discussed the logistics of testifying - virtually.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert testimony via Zoom 10:23 Her experiences with different virtual platforms for her testimonies 15:49 Advantages of giving testimonies online 17:35 The isolating experience and downsides of giving testimony virtually 20:03 The future of giving expert testimony 22:15 Use of artificial intelligence to generate questions for expert witnesses during trials 25:52 The non-testifying consulting role of an expert, advising and educating attorneys about the scientific aspects of the case

Episode Resources

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

Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as a source of automation rather than just a part of it 24:43 How advances in software can impact compensation structures within firms 26:39 The importance of tracing payments back to the originating attorney or timekeeper for accurate performance and compensation conversations

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Michael Anderson
• [email protected]
• https://www.filevine.com/
• https://www.linkedin.com/in/michael-anderson-374299163 

Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score  21:47 Tips on how law firms can create powerful Google ads 22:24 How emotion-based ad content can generate stronger responses and lead to higher click rates, which improve the quality score 23:06 Leveraging keywords to trigger the display of your ads 23:45 The most specific type, exact match, ensures that Google only shows your ad when someone uses your exact keyword in their search

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Jeff Lantz
• https://esquireinteractive.com/
• https://esquireinteractive.com/google-ads-set-up-videos/
• https://www.linkedin.com/in/jefflantzesq 

Jared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 02:16 The concept of a digital nomad.  06:27 Visa process and recommendations for countries to consider for a digital nomad lifestyle 08:10 Favorite spots and experiences as a digital nomad 10:52 Is it difficult to handle clients with different time zones? 14:11 Essential equipment and services for a digital nomad lifestyle, with focus on using a VPN 15:55 Megan’s use of virtual office backgrounds 18:20 Communication tools like Loom and Marco Polo for asynchronous video chats 19:43 The utilization of Videoask internally and externally, including workflows for clients seeking consultation 22:04 Use of Slack for internal team management and client communication 23:49 Utilizing a virtual mailbox and designated addresses 25:55 Using Acuity for automating check-ins and booking sessions with clients

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Megan Hargroder
• https://conversationsdigital.com/
• https://www.linkedin.com/in/heyitsmegan 

Jared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates!

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 02:02 Dave's background as an English major  06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal life 14:18 The tools he uses in his practice 17:48 Possible futuristic operation based on the sci-fi classic 'The Man with Two Brains' 20:02 Using AI to offload information and optimize capacity in legal practice 22:10 Review of progression of AI and its potential implications in replacing job roles 25:02 The potential application of AI in answering discovery-related tasks in litigation 27:56 The premise of the book 'Lean Law Firm'

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Dave Maxfield
• https://consumerlawsc.com/
• https://leanlawteam.mykajabi.com/  

Jared Correia talked with a copywriter for law firms about the validity of AI for generating content.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 11:53 Where AI can help you 16:38 How AI plays a massive role in streamlining business processes similar to how they are used for automating technology 20:52 AI limiting strategic decisions 22:21 How creativity still fundamentally depends on humans regardless of the AI use 23:09 The need for lawyers to think out of the box as original ideas are highly valued in the marketing space and social media

Episode Resources

• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Adam Kosloff  
• https://virtuosocontent.com/
• https://www.linkedin.com/in/adam-kosloff-2346623/ 

Jared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The importance of using law practice management software 10:34 Intake: Focusing on reducing friction in the intake process 12:17 The concept of creating a client journey as part of the intake process 18:48 The importance of usability and adoption of technology and software in law firms 22:21 The most utilized document for automation to understand and appreciate its benefits 27:29 Advantage of an integrated payment processing system within a law firm's practice management software

Episode Resources

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