How to choose the legal tech that’s right for your firm, and how to reject the rest, without getting overwhelmed. What’s denying yourself and what’s overindulging? It can be overwhelming. 

Guest Jared Correia helps law firms understand available technology and separate what’s helpful from what’s simply bright and shiny. 

Correia looks at software from several angles: Intake, e-signature, customer relationship management, and performance monitoring. All are important, but how do they fit together? Ask yourself what you like about the software you have, and what do you hate, then what do you want, and finally what do you need.

Most firms probably don’t need all the hardware they have in the office, including the servers and data storage. The cloud – data management by firms that specialize in secure data management – is the future.

Learn the secrets of the “Core Four” of software: Productivity; Accounting; Case Management Software; and Customer Relationship Management. Hear how these bedrock systems are the foundation of any successful firm. Wait … what about what about AI?

Mentioned in this Episode:

Legal Toolkit podcast

On The Road podcast

“Twitter In One Hour For Lawyers” By Jared Correia

Clio Cloud Conference

ABA Techshow

Filevine

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