🙏 Special Thanks to Terrell Turner and the ABA for having me on the Law Practice Today Podcast, produced by the Law Practice Division of the American Bar Association. We have an important discussion on trust account management. We cover essential insights on managing trust accounts using online services. This episode has been edited for time, but no information was altered. We are grateful to the ABA and the Law Practice Today Podcast for allowing us to share this valuable conversation with our audience.

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

1. What precautions should lawyers using online services to manage trust accounts be aware of?
2. How can solo and small firm attorneys find competent bookkeepers who understand legal trust accounting?
3. What security measures should attorneys implement when using online payment processors for client funds?

⏱️ In our conversation, we cover the following:

00:00 – Introduction & Preview: Trust Accounts in the Digital Age

01:00 – Welcome to the Law Practice Today Podcast

01:30 – Today's Topic: Online Services for Payments

02:00 – Guest Introduction: Michael D.J. Eisenberg's Background

03:00 – Michael's Experience with Trust Accounts

04:00 – Challenges for Solo and Small Practitioners

05:00 – Ensuring Security in Online Services

06:00 – Questions to Ask Online Payment Providers

07:00 – Password Security & Two-Factor Authentication

08:00 – Finding a Competent Legal Bookkeeper

09:00 – Why 8AM Law Pay Works for Attorneys

10:00 – Daily Monitoring of Trust Accounts

11:00 – FDIC Insurance & Silicon Valley Bank Lessons

13:00 – Researching Trust Account Best Practices

15:00 – Closing Remarks & Podcast Information

📚 Resources

🔗 Connect with Terrell

💼 LinkedIn: https://www.linkedin.com/in/terrellturner/

🌐 Website: https://www.tlturnergroup.com/

🎙️ Law Practice Today Podcast – https://lawpracticetoday.buzzsprout.com

📰 Mentioned in the Episode

• ABA Model Rule 1.5 – Maintaining client property separate from your own
• ABA Model Rule 1.1 Comment 8 – Technology competence requirement for attorneys
• ABA TECHSHOW 2026 – March 25-28, 2026 in Chicago, IL – https://www.techshow.com
• Law Practice Today Article by Michael D.J. Eisenberg (May 15, 2025): "What Precautions Should Lawyers Using Online Services to Manage Trust Accounts Be Aware Of?" - https://www.americanbar.org/groups/law_practice/resources/law-practice-today/2025/may-2025/what-precautions-should-lawyers-using-online-services-to-manage-trust-accounts-be-aware-of/

💻 Software & Cloud Services Mentioned in the Conversation

• 8AM Law Pay – Legal payment processing designed for trust account compliance – https://www.8am.com/lawpay/
• 1Password – Password manager for generating and syncing complex passwords – https://1password.com/
• LastPass – Mentioned as a password manager with noted security concerns – https://www.lastpass.com/

🎯 In this TSL Labs Bonus episode, we are experimenting with Google's Notebook LLM to do a "Deep Dive" on our November 24th editorial on the ultimate 2025 tech gift guide for attorneys. We use this AI-powered conversation to unpack the key themes, ethical challenges, and actionable recommendations. Whether you're a solo practitioner, big law associate, or tech-curious partner, this episode delivers expert-curated insights on gadgets, AI tools, and must-have devices that support technological competence as a professional obligation.

If you're a busy legal professional seeking practical tech recommendations that enhance daily practice rather than collect digital dust, join us for this insightful conversation that explores how the right technology investments can improve your practice, safeguard your clients, and help prevent unnecessary bar complaints.

🤔 Join Google AI Deep Dive as they discuss the following three questions and more!

1. What are the essential low-cost tech gifts under $25 that can make an immediate impact on an attorney's practice, and why do items like cables and tracking devices matter for professional competence?
2. Which professional-grade tools under $100 deliver the best value for attorneys seeking to fulfill their ethical duty to work smarter and faster through AI integration and productivity enhancements?
3. Why should premium technology investments over $100—including physical infrastructure like ergonomic chairs—be considered essential to an attorney's professional obligation to their clients?

In our conversation, we cover the following:

[00:00:00] — Episode introduction and TSL Labs Bonus overview

[00:01:00] — Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power

[00:02:00] — The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties

[00:03:00] — Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts

[00:04:00] — Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability

[00:05:00] — Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations

[00:06:00] — AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration

[00:07:00] — Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard

[00:08:00] — Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life

[00:09:00] — Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents

[00:10:00] — Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999)

[00:11:00] — Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work

[00:12:00] — Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain

[00:13:00] — Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management

[00:14:00] — The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination

[00:15:00] — Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations

📚 Resources

🖥️ Hardware Mentioned in the Conversation

Under $25:

• OWC Thunderbolt 4 USB-C Cable (~$19.99) — Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video —(https://www.owc.com)
• Apple AirTag (Single Pack) ($24) — Bluetooth tracking device using Find My network —(https://www.apple.com/airtag)
• Logitech Pebble M350 Wireless Mouse (~$19.99) — Silent click, 90% noise reduction, 18-month battery — (https://www.logitech.com)
• Anker 341 USB-C Hub (7-in-1) (~$19.99) — HDMI 4K@30Hz, USB ports, SD card slots — https://www.anker.com)
• ORICLE 65W USB Travel Power Strip — Flat plug, 4-foot cord, 7-in-1 hub for travel —(https://oricotechs.com)

Under $100:

• Apple Pencil (1st Generation) ($99) — Pressure and tilt sensitive stylus for iPad annotation —(https://www.apple.com/shop/product/myqw3am/a/apple-pencil-1st-generation)
• Logitech MX Keys Mini Keyboard (~$99.99) — Compact wireless keyboard, connects to 3 devices simultaneously — (https://www.logitech.com)
• Soundcore Space One Noise-Canceling Headphones ($69.99) — Adaptive ANC reducing up to 98% noise, 40+ hours battery — [soundcore.com](https://www.soundcore.com)
• Logitech MX Master 3S Mouse (~$99) — Silent clicks, horizontal scroll wheel, 8000 DPI sensor —(https://www.logitech.com)
• Apple AirTag (4-Pack) (~$64-99 during sales from resellers) — Bulk tracking solution for multiple devices/bags — https://www.apple.com/airtag/?afid=p240%7Cgo~cmp-21634151991~adg-175030672529~ad-739792099355_kwd-1231853153907~dev-c~ext-~prd-~mca-~nt-search&cid=aos-us-kwgo-btb-airtag-account-launch-

Premium Over $100:

• iPad Air with M3 Chip (Starting at $599) — 8-core CPU, 9-core GPU, ideal balance of power and portability — (https://www.apple.com/ipad-air)
• MacBook Air M4 (Starting at $999) — 10-core CPU, 10-core GPU, up to 18 hours battery life —(https://www.apple.com/macbook-air)
• Herman Miller Aeron Chair (~$1,351) — Ergonomic office chair with PostureFit SL, three sizes for 1st-99th percentile —(https://www.hermanmiller.com)
• LG 34" Ultrawide 5K 2K Monitor (~$315) — 3440x1440 resolution, curved display for seamless multitasking — (https://www.lg.com/us/monitors)
• Logitech Brio 4K Ultra HD Webcam (~$160) — 4K@30fps, RightLight 3 HDR, adjustable 65°/78°/90° FOV — (https://www.logitech.com)
• Samsung T7 Portable SSD (1TB) (~$109.99) — 1,050MB/s read speed, AES 256-bit encryption, 2m drop resistant — (https://www.samsung.com)
• CalDigit TS3 Plus Thunderbolt 3 Dock (~$280) — 15 ports, 87W laptop charging, dual 4K display support — (https://www.caldigit.com)

💻 Software & Cloud Services Mentioned in the Conversation

• ChatGPT Plus ($20/month) — OpenAI's premium AI assistant with GPT-4 access for research and drafting — (https://chat.openai.com)
• Grammarly Premium (~$96/year on sale; $144/year regular) — AI-powered writing assistant with plagiarism detection —(https://www.grammarly.com)
• Apple Find My — Location tracking app for AirTags and Apple devices — https://www.icloud.com/find

📌 Disclaimer: Prices mentioned throughout this episode and show notes are approximate and based on manufacturer suggested retail prices around the time of the publication date; actual pricing may vary depending on manufacturer availability, retailer promotions, seasonal sales, and geographic location, and we recommend verifying current pricing before making any purchase decisions.

My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service.

Join Allison Johs and me as we discuss the following three questions and more! 🤔

1. What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity?
2. What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality?
3. What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours?

In our conversation, we cover the following: ⏱️

• [00:00:00] – Episode introduction and guest welcome
• [00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365
• [00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups
• [00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless
• [00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs
• [00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm
• [00:06:00] – Including staff input during technology selection and implementation
• [00:07:00] – Coaching resistant employees through technology adoption
• [00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff
• [00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems
• [00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months
• [00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration
• [00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training
• [00:13:00] – Training new hires and keeping up with subscription software updates
• [00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training
• [00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review
• [00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area
• [00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)
• [00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis
• [00:19:00] – Using AI to find contrary precedents and distinguishing cases
• [00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong
• [00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)
• [00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake
• [00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review
• [00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing
• [00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings
• [00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)
• [00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization
• [00:27:00] – Maximizing productivity during travel and conference attendance
• [00:28:00] – Where to find Allison: websites, social media, and YouTube channel

Resources 📚

Connect with Allison Johs:

• 🌐 Website: LawyerMeltdown.com
• 📝 Blog: LegalEaseConsulting.com
• 📧 Email: [email protected]
• 📞 Phone: 631-642-0221
• 💼 LinkedIn: linkedin.com/in/allisoncjohslegalease
• 📺 YouTube: Legal Ease Consulting, Inc.

Mentioned in the Episode:

• 📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources
• 📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283
• 📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321
• 👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/
• 🏛️ Universal Migrator – CRM/LPM data migration tool - https://www.universalmigrator.com/

Hardware Mentioned in the Conversation:

• 💻 Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=1*78tbrz*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds
• 🖥️ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One
• 🖥️ INNOCN Portable Monitor (1080p mobile screen) – innocn.com
• 📷 Logitech Brio Webcam (4K with built-in microphone) – logitech.com/brio
• 🖨️ HP Printer - https://www.hp.com/us-en/shop/vwa/printers
• 📄 Fujitsu ScanSnap Scanner (duplex document scanner) – scansnap.com

Software & Cloud Services Mentioned in the Conversation:

• ☁️ Microsoft 365 – microsoft.com/microsoft-365
• ⚡ Microsoft Power Automate – powerautomate.microsoft.com
• 📅 Microsoft Bookings – microsoft.com/bookings
• 📅 Calendly – calendly.com
• 💬 Zoom – Video conferencing platform - zoom.com
• 📄 Adobe Acrobat (for occasional OCR) – adobe.com/acrobat
• ⌨️ TextExpander – textexpander.com
• 🤖 ChatGPT – OpenAI's AI assistant - https://chatgpt.com
• 🤖 Microsoft Copilot – AI assistant integrated with Microsoft 365 - https://copilot.microsoft.com/
• 🔍 Google AI – For travel planning and itineraries - https://ai.google/
• 🔍 Perplexity AI – AI-powered search engine – perplexity.ai
• ⚖️ Lexis+ AI – Legal research AI tool – lexisnexis.com/lexis-plus-ai

📌 Too Busy to Read This Week's Editorial?

Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. 🎙️ This AI-powered discussion unpacks the November 17, 2025, editorial, MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertise—from tech-hesitant solo practitioners to advanced users—so you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation.

In Our Conversation, We Cover the Following

00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format

00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years

00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege

00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing

00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident

00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33%

00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness

00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems

00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants

00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation

00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent

00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case

00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI

00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance

00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve

00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation

Resources

Mentioned in the Episode

• ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf
• Model Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/
• Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
• Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/
• Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/
• Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2022cv01461/575368/54/
• Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - https://dho.stanford.edu/wp-content/uploads/Legal_RAG_Hallucinations.pdf

Software & Cloud Services Mentioned in the Conversation

• Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - https://www.adobe.com/acrobat.html
• Clio - Legal practice management platform with AI features - https://www.clio.com
• Google Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.com
• Grammarly - AI writing assistant analyzing email and document content - https://www.grammarly.com
• Lexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.com
• Microsoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/word
• Otter.ai - AI meeting assistant and transcription service - https://otter.ai
• Smokeball - Practice management with Auto Time AI billing - https://www.smokeball.com
• Westlaw - Legal research platform with embedded generative AI - https://legal.thomsonreuters.com/en/products/westlaw
• Zoom AI Companion - Meeting transcription and analysis service - https://www.zoom.com

📌 Too Busy to Read This Week's Editorial?

Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. 🛫 This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive control—turning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed.

In our conversation, we cover the following:

• 00:00:00 – Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO
• 00:01:00 – Travel Chaos as the New Normal: System Volatility & Professional Vulnerability
• 00:02:00 – Flight Schedule Control: The Illusion & Reality of Travel Disruptions
• 00:02:00 – Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos
• 00:02:00 – Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems
• 00:02:00 – Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American)
• 00:03:00 – Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage
• 00:03:00 – Early Rebooking Strategy: First and Second Choice Flight Selection
• 00:03:00 – Trusted Traveler Programs: TSA PreCheck & Time Investment ROI
• 00:03:00 – TSA PreCheck Value: $78 for Five Years & Security Line Efficiency
• 00:03:00 – Global Entry: $100 for Five Years with International Customs Acceleration
• 00:04:00 – Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application
• 00:04:00 – Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment
• 00:04:00 – Personal Mobile Hotspot: Cellular Encryption Over Public Networks
• 00:05:00 – Dual Carrier Coverage: eSIM Technology & Connectivity Insurance
• 00:05:00 – Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones
• 00:05:00 – eSIM Digital Technology: Two Active Lines on One Device
• 00:05:00 – Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup
• 00:06:00 – VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol
• 00:06:00 – VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop)
• 00:06:00 – International Travel Security: VPN Encryption & Surveillance Protection
• 00:07:00 – TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling
• 00:07:00 – Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro)
• 00:07:00 – Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery
• 00:07:00 – Smart Power Display: Charging Speed Monitoring & Juice Rationing
• 00:07:00 – Surge Protector Safety: Airport Outlet Protection & Device Insurance
• 00:08:00 – Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide)
• 00:08:00 – Travel Credit Card Benefits: Complimentary Lounge Visits Strategy
• 00:08:00 – Conference Call Chaos: Professional Communication Environment Solutions
• 00:08:00 – Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus
• 00:08:00 – Battery Life Requirements: 30-40 Hour Endurance for Extended Delays
• 00:09:00 – Offline Access Mandate: Pre-Departure Critical File Downloads
• 00:09:00 – Six-Hour Offline Capability: Zero-Connectivity Work Strategy
• 00:09:00 – Adobe Scan App: OCR Technology & Mobile Document Management
• 00:10:00 – Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration
• 00:10:00 – Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration
• 00:10:00 – FileVault Encryption & Face ID: Built-In Security Non-Negotiables
• 00:11:00 – Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation
• 00:11:00 – Rule One: Full Device Charge Before Departure
• 00:11:00 – Rule Two: Offline Maps & Critical Files Downloaded Locally
• 00:11:00 – Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental)
• 00:11:00 – Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power
• 00:11:00 – Rule Five: Share Itinerary with Emergency Contact
• 00:11:00 – Post-Crisis Integration: Permanent Daily Workflow Implementation
• 00:11:00 – The Bigger Question: Crisis Tools as Permanent Professional Standards
• 00:12:00 – Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser
• 00:14:00 – Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources

Resources 📚

Mentioned in the episode:

• Global Entry (CBP Trusted Traveler Program): https://www.cbp.gov/travel/global-entry
• TSA PreCheck (Trusted Traveler Program): https://www.tsa.gov/precheck

Hardware mentioned in the conversation:

• Bose QuietComfort Noise-Canceling Headphones: https://www.bose.com/en_us/products/headphones/over_ear_headphones/bose-quietcomfort-headphones.html
• Sony WH-1000XM5 Noise-Canceling Headphones: https://www.sony.com/electronics/headband-headphones/wh1000xm5
• TSA-Approved Power Bank (100 Wh, USB-C): https://www.amazon.com/s?k=100+watt+hour+power+bank+usb-c
• Travel-Sized Surge Protector: https://www.amazon.com/s?k=travel+surge+protector

Software & Cloud Services mentioned in the conversation:

• Adobe Document Cloud (Cross-Device Sync & E-Signature): https://documentcloud.adobe.com
• Adobe Scan App (Mobile Document Scanning & OCR): https://www.adobe.com/acrobat/mobile/scanner-app.html
• Apple FileVault (Device Encryption): https://support.apple.com/en-us/HT204837
• Apple iCloud (File Sync & Continuity): https://www.icloud.com
• FlightAware (Real-Time Flight Tracking & Alerts): https://flightaware.com
• Flightradar24 (Real-Time Flight Tracking): https://www.flightradar24.com
• Priority Pass (Airport Lounge Access - 1,300+ Worldwide): https://www.prioritypass.com
• VPN Services (Research Provider Options): https://www.nerdwallet.com/article/apps/best-vpn

My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work.

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

1. Based on your pioneering work with "Govern Before You Automate," what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI?
2. What are your top three tips or tricks when using AI in your work?
3. When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking?

In our conversation, we cover the following:

• 00:00:00 – Welcome and guest's background 🌟
• 00:01:00 – Current tech setup and cloud-based workflows ☁️
• 00:02:00 – Privacy and IP management, not client confidentiality 🔐
• 00:03:00 – Document deduplication with Effingo 📄
• 00:04:00 – Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone 💻📱
• 00:05:00 – Efficiency tools: Text Expander, personal workflow shortcuts ⌨️
• 00:06:00 – Balancing technology innovation and risk management ⚖️
• 00:07:00 – Adapting to change, ongoing legal tech education 🧑‍💻
• 00:08:00 – Triple-E Framework: Educate, Empower, Elevate 🚀
• 00:09:00 – Governance, supervision duties, policy setting 🛡️
• 00:10:00 – Human verification as a standard for all legal AI output 🧑‍⚖️
• 00:12:00 – Real-world examples: AI hallucinations, bias, and due diligence ⚠️
• 00:13:00 – IT vs. AI expertise, communicating across teams 🛠️
• 00:14:00 – Chief AI Governance Officer, governance in legal innovation 🏛️
• 00:15:00 – Global compliance, EU AI Act, international standards 🌐
• 00:16:00 – Hidden AI in legacy software, policy gaps 🔎
• 00:17:00 – Education as continuous legal responsibility 📚
• 00:18:00 – Better results through prompt engineering 🔤
• 00:19:00 – Verify, verify, verify: never trust without review ✔️
• 00:20:00 – ABA Formal Opinion 512: standards for responsible legal AI 📜
• 00:21:00 – Nikki's Triple-E Protocol, governance best practices 📊
• 00:22:00 – Data origin, bias, and auditability in legal AI systems 🧩
• 00:23:00 – Frameworks for "govern before you automate" in legal workflows 🔒
• 00:24:00 – Importance of internal hosting and zero retention policies 🏢
• 00:25:00 – Maintaining confidentiality with third-party AI and HIPAA compliance 🤫
• 00:26:00 – Where to find Nikki and connect 🌐

Resources

Connect with Nikki Mehrpoo

• Email: [email protected]
• Website: https://governbeforeyouautomate.ai
• Secondary Site: https://igoverai.com
• LinkedIn: https://linkedin.com/in/nikkimehrpoo

Mentioned in the episode

• ABA Formal Opinion 512: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/
• EU AI Act: https://digital-strategy.ec.europa.eu/en/policies/regulatory-framework-ai
• GoHighLevel: https://blog.gohighlevel.com/highlevel-101-everything-you-need-to-know/
• Triple-E AI Governance Protocol: https://igoverai.com

Hardware mentioned in the conversation

• HP External Monitors: https://www.hp.com/us-en/shop/vp/displays
• HP Omni Book 7 Laptop: https://www.hp.com/us-en/shop/vp/Hp_Omnibook_7_Series
• iPhone: https://www.apple.com/iphone/

Software & Cloud Services mentioned in the conversation

• GoHighLevel: https://gohighlevel.com
• Gamma: https://gamma.app
• Effingo: https://effingotech.com/
• Text Expander: https://textexpander.com
• Pixart: https://pixart.ai

📌 To Busy to Read This Week's Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 This episode explores the real-world story that sparked critical questions about professional responsibility: a North Bethesda prank that went wrong and became a legal cautionary tale. We unpack the implications of AI-generated deepfakes for evidence authentication, client confidentiality, and the fundamental duty lawyers owe to the court. Whether you're navigating emerging tech in your practice or learning how to protect yourself from costly bar complaints, this conversation provides actionable insights into ABA Model Rules 1.1, 3.3, and 8.4. 📋

What You'll Learn: ✅ The technology competence imperative for modern attorneys ✅ How deepfake detection connects to ethical obligations ✅ The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) ✅ Five practical safeguards to implement immediately ✅ Why the "liar's dividend" threatens judicial integrity

⏱️ In Our Conversation, We Cover the Following:

• [00:00:00 – 00:01:00] Welcome & episode overview—exploring generative AI and legal responsibility in the digital age 📱
• [00:01:00 – 00:03:00] The North Bethesda deepfake incident—a 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response 🚨
• [00:03:00 – 00:04:00] The technology competence imperative—ABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks 📚
• [00:04:00 – 00:05:00] The extent of adoption—31+ states have adopted or adapted tech competence language; it's no longer optional 📍
• [00:05:00 – 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices 🔍
• [00:06:00 – 00:07:00] Rule 3.3 in the AI era—candor toward the tribunal when evidence authenticity is questioned 🏛️
• [00:07:00 – 00:08:00] The liar's dividend phenomenon—how deepfakes undermine trust in all evidence, even genuine materials 🎭
• [00:08:00 – 00:09:00] Defending authentic evidence—proactive authentication, metadata, and chain of custody documentation 📊
• [00:09:00 – 00:10:00] Rule 8.4 and the ethical precipice—the line between negligence and fraud when submitting unverified digital evidence ⚠️
• [00:10:00 – 00:11:00] The Rule 1.6 vs. Rule 3.3 conflict—when client confidentiality must yield to candor with the court 🤝
• [00:11:00 – 00:12:00] Disclosure obligations—lawyers must reveal false evidence, even if provided by their own client 📢
• [00:12:00 – 00:13:00] Safeguard #1: Invest in education—CLE courses, Florida's three-hour tech requirement, and continuous learning 🎓
• [00:12:00 – 00:13:00] Safeguard #2: Establish verification protocols—documentation, metadata demands, and forensic expert consultation 🔐
• [00:13:00 – 00:14:00] Safeguard #3: Disclose limitations transparently—admitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel 👥
• [00:14:00 – 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations 📝
• [00:14:00 – 00:15:00] The bigger question—what's the long-term cost to justice when digital evidence authenticity is perpetually questioned? 🔮

📚 Resources

Connect with Michael D.J. Eisenberg

🌐 Website: https://www.thetechsavvylawyer.com 📧 Email: [email protected] 💼 LinkedIn: https://www.linkedin.com/in/michaeldjeisenberg/ 📱 Podcast: https://www.thetechsavvylawyer.page/podcast

Mentioned in the Episode

🔹 ABA Model Rule 1.1 – Competence requirement (amended 2012) 🔹 ABA Model Rule 3.3 – Candor toward the tribunal 🔹 ABA Model Rule 8.4 – Misconduct (dishonesty, fraud, deceit, misrepresentation) 🔹 ABA Model Rule 1.6 – Confidentiality of information 🔹 North Bethesda, Maryland Deepfake Incident – October 2025 case study 🔹 Florida CLE Mandate – Three hours of technology-focused continuing legal education every three years 🔹 40 States, D.C. & P.R. – Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language

My next guest is Lance Kennedy. Lance is a former federal prosecutor who now operates a tech forward criminal defense practice in Texas. He combines his prosecutorial experience with cutting edge AI and automation tools to compete against well-resourced government teams, helping criminal defense attorneys leverage technology for data analytics, digital forensics, and case management across both federal and state courts.

Join Lance Kennedy and me as we discuss the following three questions and more! 🎯

1. What are the top three ways criminal defense attorneys can leverage technology to level the playing field against well-resourced prosecution teams? And how has your prosecutorial experience informed your approach to implementing these tools?
2. With your experience handling both federal cases and state Texas matters, what are the top three technological tools or approaches that criminal defense attorneys should prioritize differently when managing federal cases versus state cases? And how can technology help attorneys navigate the distinct procedural and evidentiary challenges of each system?
3. What are the top three ethical and practical considerations criminal defense attorneys must address when implementing AI tools in their practice? And how can lawyers ensure they maintain the 'human in the loop' while maximizing AI's benefits for client representation?

In our conversation, we cover the following ⏱️

00:00:00 - Introduction

00:01:00 - Guest's Current Tech Setup

00:05:00 - Top Three Ways Criminal Defense Attorneys Can Leverage Technology

00:08:00 - Federal vs State Technology Tools and Approaches

00:10:00 - Top Three Tech Tools Better Than Government Systems

00:13:00 - Data Privacy and PII Protection in AI Tools

00:14:00 - Ethical and Practical Considerations for AI Implementation

00:16:00 - Where to Find Lance Kennedy

RESOURCES 📚

Connect with Lance Kennedy 🤝

• Website: https://www.lancekennedy.comelitelawyer+1
• LinkedIn: https://www.linkedin.com/in/lancelkennedy/voyageaustin
• Phone: (737) 324-7540

Mentioned in the Episode 💡

• Apple Annual Upgrade Program: https://www.apple.com/shop/iphone/iphone-upgrade-program
• Apple Business Account: https://www.apple.com/business/

Hardware Mentioned in the Conversation 💻

• Curved Samsung Monitors): https://www.samsung.com/us/computing/monitors/
• iPhone 17 Pro Max (Dual SIM, Orange): https://www.apple.com/iphone/
• MacBook Pro (M2 chip, 16GB): https://www.apple.com/macbook-pro/
• OtterBox Defender Case: https://www.otterbox.com/en-us/defender-seriesotterbox+1
• Secret Lab Gaming Chair: https://secretlab.cosecretlab
• Software & Cloud Services Mentioned in the Conversation ☁️
• Box (evidence sharing): https://www.box.com
• ChatGPT Pro: https://openai.com/chatgpt/openai+1
• Co-Counsel (Westlaw AI): https://legal.thomsonreuters.com/en/products/westlaw-advantagesites.psu+1
• Gmail: https://www.google.com/gmail/
• Grammarly: https://www.grammarly.comwikipedia+1
• Lawmatics (CRM): https://www.lawmatics.comlegaltechnologyhub+1
• MyCase (client management portal): https://www.mycase.comresiliencelawgroup+1
• Scorpion (website management/advertising): https://www.scorpion.coonthemap+1
• Westlaw: https://legal.thomsonreuters.com/en/products/westlaw-advantagelegal.thomsonreuters+1

My next guest is Cordell Brion Robinson, CEO of Brownstone Consulting Firm and a decorated US Navy veteran who brings an extraordinary combination of expertise to cybersecurity. With a background in Computer Science, Electrical Engineering, and law, plus experience as a Senior Intelligence Analyst, Cordell has created cybersecurity programs that comply with the National Institute of Standards and Technology, the Federal Information Security Management Act, and the Office of Management and Budget standards for both government and commercial organizations. His firm specializes in compliance services, performing security framework assessments globally for commercial and government entities. Currently, he's innovating the cybersecurity space through automation for security assessments. Beyond his professional accomplishments, Cordell runs the Shaping Futures Foundation, a nonprofit dedicated to empowering youth through education, demonstrating his commitment to giving back to the community.

Join Cordell Robinson and me as we discuss the following three questions and more! 🎙️

1. What are the top three cybersecurity practices that lawyers should immediately adopt to secure both client data and sensitive case material in their practice?

2. From your perspective as both a legal and cybersecurity expert, what are the top three technology tools or platforms that can help lawyers streamline compliance and governance requirements in a rapidly evolving regulatory environment?

3. What are the top three steps lawyers can take to overcome resistance to technology adoption in law firms, ensuring these tools actually improve outcomes and efficiency rather than just adding complexity

In our conversation, we cover the following: ⏱️

- 00:00:00 - Introduction and welcome to the podcast

- 00:00:30 - Cordell's current tech setup - Windows laptop, MacBook, and iPhone

- 00:01:00 - iPhone 17 Pro Max features including 48MP camera, 2TB storage, and advanced video capture

- 00:01:30 - iPhone 17 Air comparison and laptop webcam discussion

- 00:02:00 - VPN usage strategies - Government VPN for secure client communications

- 00:02:30 - Commercial client communications and secure file sharing practices

- 00:03:00 - Why email encryption matters and Mac Mail setup tutorial

- 00:04:00 - Bonus question: Key differences between commercial and government security work

- 00:05:00 - Security protocols comparison and navigating government red tape

- 00:06:00 - Question 1: Top three cybersecurity practices lawyers must implement immediately

- 00:06:30 - Understanding where client data comes from and having proper IT security professionals

- 00:07:00 - Implementing cybersecurity awareness training for all staff members

- 00:07:30 - Practical advice for solo and small practitioners without dedicated IT staff

- 00:08:00 - Proper email practices and essential security awareness training skills

- 00:08:30 - Handling data from average clients in sensitive cases like family law

- 00:09:00 - Social engineering considerations in contentious legal matters such as divorces

- 00:10:00 - Screening threats from seemingly reliable platforms - Google Play slop ads as recent example

- 00:10:30 - Tenable vulnerability scanning tool recommendation (approximately $1,500/year)

- 00:11:00 - Question 2: Technology tools for streamlining compliance and governance

- 00:11:30 - GRC tools for organizing compliance documentation across various price points

- 00:12:00 - SharePoint security lockdown and importance of proper system configuration

- 00:12:30 - Monitoring tools discussion - why no perfect solution exists and what to consider

- 00:13:00 - Being amenable to change and avoiding long-term contracts with security tools

- 00:14:00 - Question 3: Strategies for overcoming resistance to technology adoption

- 00:14:30 - Demonstrating efficiency and explaining the full implementation process

- 00:15:00 - Converting time savings to dollars and cents for senior attorney buy-in

- 00:15:30 - Mindset shift for billable hour attorneys and staying competitive in the market

- 00:16:00 - Being a technology Guinea pig and testing tools yourself first

- 00:16:30 - Showing real results to encourage buy-in from colleagues

- 00:17:00 - Real-world Microsoft Word example - styles, cross-references, and table of contents time savings

- 00:17:30 - Showing value add and how technology can bring in more revenue

- 00:18:00 - Where to find Cordell Robinson - LinkedIn, www.bcf-us.com, Brownstone Consulting Firm

- 00:18:30 - Company description and closing remarks

Resources 📚

Connect with Cordell Robinson:

• LinkedIn: https://www.linkedin.com/in/cordell-robinson-a2213a4

• Company Website: https://www.bcf-us.com

• Instagram: https://www.instagram.com/brownstone_consulting_firm

• Shaping Futures Foundation: https://shapingfutures.org

Government & Compliance Frameworks:

• NIST: https://www.nist.gov

• NIST Time Services: https://nist.time.gov

Software & Tools:

• Apple Mail Encryption Guide: https://support.apple.com/guide/mail/sign-or-encrypt-emails-mlhlp1180/mac

• Apple Products: https://www.apple.com

• Microsoft SharePoint: https://www.microsoft.com/en-us/microsoft-365/sharepoint/collaboration

• Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word

• Tenable Vulnerability Management: https://www.tenable.com

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! ⭐️⭐️⭐️⭐️⭐️