If you know exactly how all your clients found you, then you know exactly how to market your firm to keep driving more growth. But, a whole lot of firms aren’t tracking the process from need to lead to paying client. Jared chats with Patrick Carver about how collecting the right data on leads eventually converts into more clients and bigger profits.
Later, Patrick sticks around for the Rump Roast and a new take on the much-loved antics of the Florida Man—but this time, just a bit north! Jared’s latest quiz asks the question,“What Would Georgia Man Do?”
And, The perfect intake form isn’t as elusive as you might think. Jared’s got tips for hitting the Goldilocks zone with each and every potential client to make sure you’re not wasting your time or theirs.
Patrick Carver is CEO and owner of Constellation Marketing.
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We talked with Patrick Carver about, among other things, the great state of Georgia. So, here are some of our favorite Georgia songs!
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Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Night Whispers by Dr. Delight.

The Perfect Intake Form; Turning Data Collection on Leads into Profits; and “What Would Georgia Man Do?”

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Bored with your run-of-the-mill marketing campaigns? Maybe it’s time for you to make a musical! Jared brings on Jacob Sanders to learn all about the recent release of NinjaCat’s Big Data Day – a corporate musical. They talk about the history of these sorts of marketing ventures and their uniquely fun and tactical advantages. They also dig into how super effective use of your data will help you run a better, more profitable business. 
Next, the Rump Roast! In a new trivia game called “Large Fathers”, Jacob must answer questions about big daddies of historical pop culture. 
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Also in this episode—Jared, in general, hates musicals (Sorry, Jacob). No spoilers here, but a very select few did make Jared’s remarkably minuscule shortlist.
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Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Sepulveda by Midnight Daydream.

Marketing Musicals with Jacob Sanders and “Large Fathers”

So much of our communications and societal existence is housed online, so e-discovery is the major way we gather evidence. Jared talks with Cat Casey about the AI spectrum within the e-discovery world, explaining the many ways varying elements of machine learning and AI have created more powerful tools for attorneys. They also discuss the promising future of AI in e-discovery and the legal profession. 
This time on the Rump Roast, Jared quizzes Cat on cat-themed song lyrics. Is Cat an expert on feline musical appearances? We shall see. 
Everybody keeps asking about AI, so Jared’s delivering! There are quite a few budding AI softwares tailor-made for attorneys, so what tools are worth your attention? Jared reminds everyone—lots of the things you already use have had AI baked in for a long time, so use it. Security is important, folks, so picking vetted technology over an unknown/free tool could definitely keep it from coming back to bite you in your ethically questionable ass. 
Cat Casey is Chief Growth Officer at Reveal Brainspace, helping lead innovation and direction for their legal technology solutions.
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Since you're listening to Cat on the mic this episode, the logical next step is to listen to this cat inspired playlist.
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Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Banksy by Lunareh.
Links Mentioned:
Women in eDiscovery
Operation Safe Space
SPLASH Pledge
Law Rocks!

The AI Software Landscape for Lawyers; AI in E-Discovery with Cat Casey

Sometimes, legal tech is the perfect solution for the needs of your law firm, but sometimes, lawyers need to look outside the legal tech world at other technologies that can serve their legal practice better. Emily Gordon has always been a tech-forward attorney, and she’s got tons of recommendations for non-legaltech tech tools that have become the most effective solutions for her law firm. 
Then, Emily sticks around for the Rump Roast! The “Amara” in Emily’s firm, Amara Law, is actually her middle name, so Jared devised a middle-name trivia game: “Stuck in the Middle With You”.  
And, dear listener, get ready for a hot take from Jared: SNL sucks, and… you know what? Maybe it always has. But, there’s something better out there—”I Think You Should Leave” on Netflix is worth watching again and again. Have fun!
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Since we talked about middle names coming first, I’ve put together what is, perhaps, our most middling playlist ever.
Links Mentioned:
Front
Twilio
PandaDoc
Stripe

Superior Sketch Comedy; Opting Out of Legal Tech; & “Stuck in the Middle With You”

Adjusting to the new and persistent presence of AI in the legal world isn’t easy, but it is necessary. Jared welcomes brothers Justin and Luc Cary, an attorney and software engineer, respectively, to unpack the current state of AI in business and legal uses. They discuss current safety issues, emerging guardrails, best practices for research, AI in legal tech software, and more. 
Later on in the Rump Roast, the guys play “Brother Up”, where Justin and Luc must identify famous brothers in history and pop culture. 
And, should you be entering confidential information into generative AI tools? Well, there are layers, folks, but in the current AI environment, lawyers should never assume their data is secure. That being said, Jared doesn’t want to throw a wet blanket on the AI revolution, he just wants you to know the three simple things that will enable you to use these tools safely and ethically. 
Justin Cary is an attorney at Drummond Woodsum.
Luc Cary is associate director of machine learning at Invitae.
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Since we have the Cary brothers with us this week, here's a playlist all about siblings!
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Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Promised Land by Brian Brown

3 Simple Rules for Safer GenAI Use; AI’s Role in Legal Practice; and “Brother Up”

Backsliders are the worst, and if you’re making your employees come into the office after years of successful remote work, then, well… you’re the worst. Jared weighs in on the remote/in-office work debate to help you take a hard look at why you’re doing what you’re doing—and whether your reasoning is utter bullshit.
Next, Jared welcomes first-time guest Rob Joyner to talk about how technology adoption is the means to the end of future-proofing your law firm. To some lawyers, new tech may feel like the great unknown, but failing to learn and implement it will make you fall behind your competitors. Jared and Rob talk about the latest in AI and other essential legal tech and the best ways for law firms to stay current.
In the Rump Roast, Jared forgoes his typical torturous games, because Rob has a legit cool hobby to talk about. You can learn more about it at paintedjoyner.com.
Rob Joyner is Senior Vice President of Business Development at Centerbase.
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Since we talk about artwork - a departure for us, for sure - here are some songs related to art.
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Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Spoken Word by Renderings.

The Perfect Intake Form; Turning Data Collection on Leads into Profits; and “What Would Georgia Man Do?”

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