Adventures In Legal Tech

Overcoming Tech Resistance in a Law Firm with Kerri Koen


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Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm.

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

Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase productivity 13:07 Technology concerns that some lawyers have 18:43 Finding a drafting software that works for your specific needs in estate planning 23:25 CRM tool that has a comprehensive dashboard for customer management 24:42 The importance of automation in legal processes, while making it feel less robotic and more like an engaging experience 28:42 Inclination towards reducing the technology stack but still employing helpful integrations 29:28 The importance of ease of use and familiarity for clients in choosing tools

 

Episode Resources

  • Connect with Jared Correia
  • [email protected]
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Kerri Koen
  • https://www.koenlaw.com/  
...more
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