As more firms are going virtual increased risks pose a threat to privacy security. When it comes to technology we as lawyers can tend to be laggards, but this can come at a cost that we can’t afford. In this episode Heinan and I discuss the importance of staying abreast technological advances necessary to preserve the privacy of client information in a virtual era and the challenges law firm owners face when it comes to these changes. 

In this episode, Heinan and I discuss:

• The exponential growth of technology
• The emergence of AI (Artificial Intelligence)
• Staying technologically current to compete and provide exceptional customer service
• Using technology for risk mitigation
• Using AI for transcription
• Managing how you house your data and your clients’ data.
• Overcoming the obstacle that is fear of change
• Adapting to practice management systems
• The myth of the paperless office
• The importance of training and leading by example
• A way to benchmark technology use called the Technology Operational Maturity Level (Self) Assessment, included in Heinan’s book
• The importance of choosing an IT firm that understands your business and what you need technology to do for you