My next guest is Tim Semelroth. Tim is an Iowa personal injury attorney from RSH Legal, who leverages cutting-edge AI tools, including Notebook LM for expert testimony preparation, Claude AI for dictation, and SIO for medical records analysis. He shares practical strategies for maintaining client relationships through e-signatures, texting integration, and automated birthday card systems while embracing legal technology. All this and more, enjoy.

Join Tim Semelroth and me as we discuss the following three questions and more!

1. What are the top three ways lawyers can leverage AI tools like ChatGPT and Notebook LM to prepare for expert testimony or cross-examination? And how do you ensure client confidentiality when using these tools?
2. What are the top three technology tools or systems that personal injury attorneys should implement to streamline their practice when handling cases involving trucking accidents, medical records analysis, and insurance negotiations?
3. What are the top three strategies you recommend for attorneys to maintain personal relationships with clients and community involvement, while also embracing cutting-edge legal technology to improve practice efficiency?

In our conversation, we cover the following:

[00:01:00] Introduction and guest tech setup discussion

[00:02:00] Dell hardware specifications and IT outsourcing strategy

[00:03:00] Smartphone preferences - iPhone 16 and iPad Pro

[00:04:00] Cross-platform compatibility between Windows and Mac environments

[00:05:00] Web-based software solutions for remote work flexibility

[00:06:00] Plaud AI dictation hardware - features and use cases

[00:07:00] Dictation while exercising and driving - mobile workflows

[00:08:00] Essential software stack - File Vine, Lead Docket, and SIO

[00:09:00] AI tools for expert testimony preparation and HIPAA compliance

[00:10:00] Simplifying complex legal language for jury comprehension

[00:11:00] Using AI to brainstorm cross-examination topics and preparation

[00:12:00] Notebook LM audio overview feature for testimony preparation

[00:13:00] Client communication preferences - e-signatures and texting

[00:14:00] File Vine texting integration for client communications

[00:15:00] Case management alerts and notification systems

[00:17:00] Client preferences for phone vs. video communication

[00:18:00] Rural client challenges and electronic communication benefits

[00:20:00] SIO AI platform for medical records analysis

[00:21:00] Medical chronology automation and document management

[00:22:00] Jurisdiction-specific customization for demand letters

[00:23:00] Content repurposing strategy across multiple platforms

[00:24:00] LinkedIn marketing for lawyer referral relationships

[00:25:00] Multi-channel newsletter approach - digital and print

[00:26:00] Print newsletter effectiveness for legal professionals

[00:27:00] SEO benefits and peer recognition from content marketing

[00:28:00] Client communication policy - 30-day contact requirements

[00:29:00] Proactive client outreach through text messaging

[00:30:00] Automated birthday card system for client retention

[00:31:00] The Marv Stallman Rule - personal marketing through cards

[00:32:00] Technology-enabled client relationship management

[00:33:00] Contact information and social media presence

RESOURCES

Connect with Tim!

• LinkedIn: https://www.linkedin.com/in/tim-semelroth/
• Firm Website: https://www.fightingforfairness.com

Hardware mentioned in the conversation

• Dell Precision 5490 laptop: https://www.dell.com/en-us/shop/dell-laptops/precision-5490-mobile-workstation/spd/precision-14-5490-laptop
• Dell SC2722HX dual monitors (4K): https://www.dell.com/en-us/shop/dell-27-4k-uhd-usb-c-hub-monitor-s2722dz/apd/210-ayue
• Dell UltraSharp 4K UHD Webcam: https://www.dell.com/en-us/shop/dell-ultrasharp-4k-webcam-wb7022/apd/520-aaul
• iPad Pro: https://www.apple.com/ipad-pro/
• iPhone 16: https://www.apple.com/iphone-16/
• Mac (family computer): https://www.apple.com/mac/
• Plaud AI Note recorder: https://www.plaud.ai/products/plaud-note-ai-voice-recorder
• Plaud AI Pin: https://www.plaud.ai/collections/collection-for-all-device

Software & Cloud Services mentioned in the conversation

• Audible: https://www.audible.com/
• ChatGPT: https://chat.openai.com/
• Claude AI: https://claude.ai/
• File Vine (Case Management): https://www.filevine.com/
• Lead Docket (Lead Management): https://www.leaddocket.com/
• Microsoft Outlook Add-In (File Vine): https://www.filevine.com/integrations/
• Notebook LM (Google): https://notebooklm.google.com/
• SIO (AI Medical Records Analysis): https://www.supio.com/ 

Subscribe to The Tech-Savvy Lawyer.Page podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. Don't forget to leave us a five-star review! ⭐️⭐️⭐️⭐️⭐️

Our next guest is Steve Fretzin. Steve is a renowned business development coach and host of the "Be That Lawyer" podcast. He is dedicated to helping attorneys grow their practices through modern, client-focused strategies that eliminate the discomfort of traditional sales tactics. With decades of experience, Steve's mission is to equip lawyers with the tools they need to build sustainable practices, manage their time more effectively, and cultivate lasting client relationships.

In this conversation, Steve outlines the critical technology skills that can transform a solo practice from merely surviving to truly thriving, and many more.

Join Steve and me as we discuss the following three questions and more!

1. As you counsel attorneys transitioning from large law firms to solo practice, what are the top three tech skills you believe a solo practitioner must develop to not just survive, but to truly excel and stand out from the competition?
2. Many lawyers feel overwhelmed by the rapid pace of technological change. What are your top three strategies for attorneys who want to embrace technology but don't know where to start?
3. Looking ahead, what are the top three emerging technologies, such as AI and automation, that are reshaping the legal industry? And what are the top three steps lawyers should take now to prepare for these changes, both to improve their own practices and to better serve their clients?

In our conversation, we cover the following:

[00:35] Steve's Current Tech Setup

[13:14] Top Tech Skills for Solo Practitioners

[19:49] Strategies for Embracing Technology

[26:04] Emerging Technologies in the Legal Industry and Preparing for Technological Changes

[33:40] Steve's Book and Podcast

Resources:

Connect with Steve:

• Website: fretzin.com/
• LinkedIn: linkedin.com/in/stevefretzin/
• Podcast: fretzin.com/podcast/episodes/
• Facebook: facebook.com/fretzinsteve/
• Twitter: @stevefretzin
• Book Your Initial Consultation: fretzin.com/letstalk/
• Marketing Director Email: Christian Rivera [email protected]

Mentioned in the episode:

• Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice: amazon.com/Be-That-Lawyer-Rainmakers-Successful

Hardware mentioned in the conversation:

• Apogee microphone: apogeedigital.com/shop/mics
• reMarkable 2: remarkable.com/products/remarkable-2

Software & Cloud Services mentioned in the conversation:

• Backblaze: backblaze.com/
• Clio: clio.com/
• Filevine: filevine.com/
• HoudahSpot: houdah.com/houdahSpot
• Lawmatics: lawmatics.com/
• MyCase: mycase.com/
• Notebook.ai: notebook.ai/
• QuickBooks: quickbooks.intuit.com/
• Setapp: setapp.com/
• Squarespace: squarespace.com/
• Synology NAS: synology.com/

My next guest is Colin Levy, General Counsel at Malbek. Colin is a leading voice in legal innovation. During our interview, he shares practical insights on building foundational legal tech skills for modern lawyers.

During the conversation, Colin outlines the top three steps every lawyer should take to develop legal tech competency, regardless of their technical background. He emphasizes the ethical responsibilities that lawyers face when utilizing AI, particularly the risks associated with unchecked reliance on generative tools and the need to acknowledge potential inaccuracies. Colin also shared some great tips on how to better utilize legal professionals' use of Microsoft Word to improve efficiency and save time (and money💰). In discussing the adoption of new technology, he underscores the importance of defining problems, clarifying desired outcomes, and fully leveraging existing tools before selecting new solutions strategically.

Join Colin and me as we discuss the following three questions and more!

1. Based on his extensive experience interviewing legal tech leaders and your role as general counsel at Malbek, Colin provides the top three foundational steps every lawyer should take today to build their legal tech competency, regardless of their current technical skill level.
2. Colin shares three specific ways lawyers can immediately improve their document drafting efficiency using existing technology tools, and how this foundational competence connects to more advanced legal tech adoption.
3. Colin has conducted hundreds of interviews with legal tech leaders and now serves as general counsel for a CLM company.  He has seen both the vendor and practitioner perspectives. Cl0in shares his top three strategic considerations lawyers should evaluate when selecting and implementing new technology solutions to ensure they actually improve client service delivery and practice efficiency rather than just adding complexity.

In our conversation, we cover the following:

[01:28] Colin's Tech Setup

[11:14] The Three Core Steps to Legal Tech Competency

[13:17] AI Tools and Ethical Considerations

[17:29] Improving Document Drafting Efficiency

[23:15] Strategic Considerations for Technology Selection

Resources:

Connect with Colin:

• LinkedIn: linkedin.com/in/colinslevy/
• Schedule Time with Colin: calendly.com/colin-levy/30min
• Website: colinslevy.com/

Mentioned in the episode:

• The Legal Tech Ecosystem: https://www.colinslevy.com/books#:~:text=More...-,The%20Legal%20Tech%20Ecosystem,-Innovation%2C%20Advancement
• Handbook: https://www.colinslevy.com/books#:~:text=Handbook%20of%20Legal%20Tech

Hardware mentioned in the conversation:

• Apple iPhone: https://www.apple.com/iphone-15-pro/
• Apple Mini: https://www.apple.com/mac-mini/
• Apple Studio Displays: apple.com/studio-display/
• Blue Yeti Microphone: https://www.logitechg.com/en-us/shop/p/yeti-premium-usb-microphone
• iContact Pro Camera: https://icontactcamera.com
• Microsoft Surface Pro: microsoft.com/en-us/surface/devices/surface-pro

Software & Cloud Services mentioned in the conversation:

• Claude: claude.ai/
• Google Drive - https://drive.google.com
• Malbek CLM: malbek.io/
• Microsoft Outlook - https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook
• Microsoft Teams - https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
• Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word
• Perplexity: perplexity.ai/
• Zoom - https://zoom.us

Dorna Moini, CEO and Founder of Gavel, discusses how generative AI is transforming the way legal professionals work. She explains how Gavel helps lawyers automate their work, save time, and reach more clients without needing to know how to code. In the conversation, she shares the top three ways AI has improved Gavel's tools and operations. She also highlights the most significant security risks that lawyers should be aware of when using AI tools. Lastly, she provides simple tips to ensure AI-generated results are accurate and reliable, as well as how to avoid false or misleading information.

Join Dorna and me as we discuss the following three questions and more!

1. What are the top three ways generative AI has transferred Gavel's offerings and operations?
2. What are the top three most critical security concerns legal professionals should be aware of when using AI-integrated products like Gavel?
3. What are the top three ways to ensure the accuracy and reliability of AI-generated results, including measures to prevent false or misleading information or hallucinations?

In our conversation, we cover the following:

 [01:16] Dorna's Tech Setup and Upgrades

[03:56] Discussion on Computer and Smartphone Upgrades

[08:31] Exploring Additional Tech and Sleeping Technology

[09:32] Generative AI's Impact on Gavel's Operations

[13:13] Critical Security Concerns in AI-Integrated Products

[16:44] Playbooks and Redline Capabilities in Gavel Exec

[20:45] Contact Information

 Resources:

 Connect with Dorna:

• Instagram: instagram.com/dorna_at_gavel
• LinkedIn: linkedin.com/in/documentautomation/
• Website:gavel.io/

Websites & SaaS Products:

• Apple Podcasts — Podcast platform (for reviews)
• ChatGPT — AI conversational assistant by OpenAI
• Gavel — AI-powered legal automation platform (formerly Documate)
• Gavel Exec — AI assistant for legal document review and redlining (part of Gavel)
• MacRumors — Apple news and product cycle information
• Notion — Workspace for notes, databases, and project management
• Slack — Team communication and collaboration platform

Hardware:

• Apple iPhone 15 — Smartphone
• Apple Mac Mini — Compact desktop computer
• Apple Mac Studio — Desktop computer
• Apple MacBook Pro — Laptop computer
• Eight Sleep — Smart mattress and sleep technology

Other:

• Apple Business Account — For business purchases and trade-ins

Laura Moorer, the Law Librarian for the DC Court of Appeals, brings over two decades of experience in legal research, including nearly 14 years with the Public Defender Service for DC. In this conversation, Laura shares her top three tips for crafting precise prompts when using generative AI, emphasizing clarity, specificity, and structure. She also offers insights on how traditional legal research methods—like those used with LexisNexis and Westlaw—can enhance AI-driven inquiries. Finally, Laura offers practical strategies for utilizing generative AI to help lawyers identify and locate physical legal resources, thereby bridging the gap between digital tools and tangible materials.

Join Laura and me as we discuss the following three questions and more!

• What are your top three tips when it comes to precise prompt engineering, your generative AI inquiries?
• What are your top three tips or tricks when it comes to using old-school prompts like those from the days of LexisNexis and Westlaw in your generative AI inquiries?
• What are your top three tips or tricks using generative AI to help lawyers pinpoint actual physical resources?

In our conversation, we cover the following:

[00:40] Laura's Current Tech Setup

[03:27] Top 3 Tips for Crafting Precise Prompts in Generative AI

[13:44] Bringing Old-School Legal Research Tactics to Generative AI Prompting

[20:42] Using Generative AI to Help Lawyers Locate Physical Legal Resources

[24:38] Contact Information

Resources:

Connect with Laura:

• LinkedIn: linkedin.com/in/laura-moorer
• Email: [email protected]
• Instagram: instagram.com/dccalibby/

Mentioned in the episode:

• Libby Visits the DC Courts
• 🔗 https://perma.cc/HXA9-NR8B is an archive of http://intranet.gov/attachment/782039870000/1800539/Libby%20visits%20the%20DC%20Courts%20Story%20BookRS.pdf?type=1 from Wednesday 02, July 2025

Software & Cloud Services mentioned in the conversation:

• AT&T Internet: att.com/internet/
• Bloomberg Law: pro.bloomberglaw.com/
• Fastcase: fastcase.com/
• Internet Archive: archive.org/
• LexisNexis: lexisnexis.com/en-us
• Spectrum Internet: spectrum.com/internet
• vLex: vlex.com/
• Westlaw: legal.thomsonreuters.com/en/westlaw
• WorldCat: worldcat.org/

Unlock the potential of Apple and Mac technology for your law practice! On this episode of The Tech-Savvy Lawyer.Page Podcast, recorded live at the 2025 MacStock Conference in Illinois, host Michael D.J. Eisenberg brings together a dynamic panel featuring legal tech leaders and Mac platform experts.

Panelists include:

• Stephen Embry (Past ABA TECHSHOW Co-Chair, legal tech leader)
• Doc Rock (Ecamm, broadcasting pro)
• Katie Fawkes (Ecamm, live video authority)
• Mike Potter (MacStock Conference founder)
• Michael D.J. Eisenberg (Host, Tech-Savvy Lawyer)

Key topics discussed:

• Top reasons attorneys and law firms should attend non-legal tech conferences
• How Apple and Mac products improve productivity, security, & client service for lawyers
• Real workflows and Mac/Apple app recommendations for solo and small firm lawyers
• Using built-in Mac tools (Preview, Keynote, Numbers, Notes) for document management, presentation, and collaboration
• Mac-based video tools for virtual hearings, depositions, and branding
• Security, privacy, and intuitiveness of Mac vs. PC for law firms and practitioners
• Tips for lawyers exploring the Apple ecosystem for the first time

Perfect for: Attorneys, legal professionals, and law office staff—from beginners to those with intermediate tech-savvy—seeking to leverage Macs and Apple tools for practice transformation, productivity, and client success.

MacStock 2025 Panel — Hardware, Software, and SaaS Items List

Below is a curated list of hardware, software, and SaaS (cloud-based) tools discussed during the 2025 MacStock Conference legal tech panel. Each item includes a brief note, organized by category, with links for additional information.

🖥️ Computer Hardware

• Apple MacBook (Air/Pro): Apple MacBook Official
• Mac Mini: Apple Mac Mini
• Apple iPad: Apple iPad
• Apple Watch” Apple Watch

🗂️ Core Software (macOS/iOS/Integrated)

• Preview: macOS Preview Overview
• Pages: Pages App
• Numbers: Numbers App
• Keynote: Keynote App
• Notes: Notes on macOS

💻 Third-Party Software

• PDFPenPro (now Nitro PDF Pro): Nitro PDF Pro
• TextExpander: TextExpander
• Typinator / TypeIt4Me: Typinator
• Ecamm Live: Ecamm Live 1

☁️ SaaS / Cloud-Based Tools

• Billings Pro
• Clio
• Daylite
• MyCase
• Parallels Desktop
• VMware Fusion
• Zoom

🛠️ Utility & Integration Tools

• Spotlight
• macOS tool for searching files, doing quick calculations, and currency conversion.
• Spotlight Info
• AppleScript / Automator / Hazel
• For workflow automation and document management in legal practice.
• Hazel

📦 Other Hardware & Accessories

• OpenCase
• MacStock 2025 sponsor, offers MagSafe cases for iPhone and accessories to enhance workflow and device protection.
• OpenCase 1
• Apple Pro Headphones: (AirPods Max)

Additional Learning & Community Resources

• MacVoices Podcast / Community
• Shared for Mac info and legal technology networking.
• MacVoices 2
• TechLaw Crossroads
• Technology in law blog by Stephen Embry.
• TechLaw Crossroads

Our next guest is Jennifer Wondracek, Director of the Law Library and Professor of Legal Research and Writing at Capital University Law School. Jennifer shares her expertise as a legal technologist and ABA Women of Legal Tech Honoree. She addresses three vital questions: the top technological tools law students and lawyers should leverage, strategies to help new attorneys adapt to firm technologies, and ways law firms can automate routine tasks to prioritize high-value legal work. Drawing on her extensive experience in legal education and technology, Jennifer emphasizes practical solutions, the importance of transferable skills, and the increasing role of generative AI in modern legal practice.

Join Jennifer and me as we discuss the following three questions and more!

1. As Head Librarian at Capital University Law School, what are the top three technological tools or resources that you believe law students and practicing lawyers should be leveraging right now to enhance legal research and client service?

2. What are the top three strategies that lawyers can use to help law students clerking for a firm, or new attorneys, quickly adapt to become proficient with the technology platforms and tools used in their practice, particularly when these tools differ from what they learned in law school?

3. Beyond legal research, what are the top three ways law firms and solo practitioners can use technology to automate routine tasks and create more time for high-value legal work?

In our conversation, we cover the following:

[01:03] Jennifer’s Current Tech Setup

[06:27] Top Technological Tools for Law Students and Practicing Lawyers

[11:23] Case Management Systems and Generative AI

[23:15] Strategies for Law Students and New Attorneys to Adapt to Technology

[31:03] Permissions and Backup Practices

[34:20] Automating Routine Tasks with Technology

[39:41] Favorite Non-Legal AI Tools

Resources:

Connect with Jennifer:

• LinkedIn: linkedin.com/in/jennifer-wondracek/

Mentioned in the episode:

• Bloomberg (free ethics guidance & opinions list)

• Charlotin’s AI Hallucinations Tracker (free)

• Database of AI Litigation Tracker (free)

• RAILS chart (free-standing order/local rules tracker)

• Ropes & Gray Map (free-standing order/local rules tracker)

Hardware mentioned in the conversation:

• TCL NXTPAPER 11 Plus Tablet: tcl.com/global/en/tablets/tcl-nxtpaper-11-plus

Software & Cloud Services mentioned in the conversation:

• Clio: clio.com/

• CoCounsel: thomsonreuters.com/en/cocounsel

• Daylite: daylite.app/

• Fastcase / vLex: vlex.com/products/fastcase

• Goblin Tools: goblin.tools/

• IFTTT: ifttt.com/

• LawDroid: lawdroid.com/

• Legal Tech Hub: legaltechnologyhub.com/

• LexisNexis: lexisnexis.com/en-us/gateway.page

• NSLT: legaltechsociety.wildapricot.org/

• PACER: pacer.uscourts.gov/

• Procertas: procertas.com/

• TheFormTool: theformtool.com/

• Westlaw: legal.thomsonreuters.com/en/westlaw

• Zapier: zapier.com/

🎧 Can't find time to read lengthy legal tech editorials? We've got you covered.

As part of our Tech Savvy Lawyer Labs initiative, I've been experimenting with cutting-edge AI to make legal content more accessible. This bonus episode showcases how Notebook.AI can transform written editorials into engaging podcast discussions.

Our latest experiment takes the editorial "AI and Legal Research: The Existential Threat to Lexis, Westlaw, and Fastcase" and converts it into a compelling conversation between two AI hosts who discuss the content as if they've thoroughly analyzed the piece.

This Labs experiment demonstrates how AI can serve as a time-saving alternative for legal professionals who prefer audio learning or lack time for extensive reading. The AI hosts engage with the material authentically, providing insights and analysis that make complex legal tech topics accessible to practitioners at all technology skill levels.

🚀 Perfect for commutes, workouts, or multitasking—get the full editorial insights without the reading time.

Enjoy!

Hey everyone, welcome to this bonus episode!

As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age." If you’re a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial’s key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era.

Enjoy!

In our conversation, the "Bots" covered the following:

00:00 Introduction to the Bonus Episode

01:01 Exploring Generative AI in Law

01:24 Ethical Challenges and Client Confidentiality

01:42 Deep Dive into the Editorial

09:31 Practical Strategies for Lawyers

13:03 Conclusion and Final Thoughts

Resources:

Google Notebook.AI - https://notebooklm.google/

Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping.

Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency.

Join Matthew and me as we discuss the following three questions and more!

1. What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work?

2. What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area?

3. What are the top three issues lawyers should be wary of when using AI?

In our conversation, we covered the following:

[01:07] Matthew Tech Setup

[04:43] Introduction to Pat Snap and Its Features

[13:17] Top Three Ways Lawyers Can Use AI in Their Work

[17:29] Ensuring Confidentiality and Security in AI Tools

[19:24] Transparency and Ethical Use of AI in Legal Practice

[22:13] Contact Information

Resources:

Connect with Matthew:

• LinkedIn: linkedin.com/in/matthew-veale

• Website: patsnap.com/

Hardware mentioned in the conversation:

• Apple XDR Display: apple.com/pro-display-xdr/

• Herman Miller Chair: hermanmiller.com/en_eur/products/seating/office-chairs/

• Microsoft Surface: microsoft.com/en-us/surface

• MuteMe Button: muteme.com

• Samsung Curved Monitor: samsung.com/us/computing/monitors/curved/

Software & Cloud Services mentioned in the conversation:

• Claude: claude.ai/

• Google Patent: patents.google.com/

• PatGPT: patgpt.ai/

• PatSnap: patsnap.com/

• Windows Copilot: copilot.microsoft.com/