Podcast category: Legal Technology

Special Reports

Clio Cloud 2015: Knowledge Management with Connie Crosby

“As we know, knowledge is in people’s heads, so how do you manage that?” -Connie Crosby

Legal Talk Network producer Laurence Colletti sits down with knowledge management consultant Connie Crosby, who presented at the 2015 Clio Cloud conference in Chicago. Her presentation, titled ‘How to Manage Your Knowledge and Experience,’ focused on information “trapped” in law firm employees’ heads and how to initiate your firm’s management process before you even think about including technology.

In this Special Report, Connie suggests several ways lawyers can begin the process of knowledge and experience management, even for those who haven’t previously considered it. She talks about recording and manifesting precedent documents, emails and letters, research memoranda, and other information with potential future use. For those who are just starting, she recommends getting organized, making checklists, and discussing what information is valuable. Tune in to hear about implementing systems before you buy technology.

Connie Crosby is a knowledge management consultant based in Toronto, Canada. She also specializes in information management, records management, and library management. Previously a law firm manager, she now works with smaller firms and other organizations to help them get organized.

New Solo

Automate Your Solo Practice: Part 2

In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true?

Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include:

  • Web automation to replace support staff tasks
  • Clio as a practice management program
  • Integration with Zapier
  • Consistent labels and tagging for easy categorization search
  • Doodle calendar that talks to Gmail
  • Web forums and customer relationship management (CRM)
  • Google Scripting and Google Apps for Work
  • How much the tools cost
  • Forms rule certification

In the end, Andrew emphasizes, just knowing these options are out there is important and powerful.

Andrew Legrand is general counsel to small business owners, helping clients start new businesses, draft operating agreements, employment contracts, review leases, and file for trademarks. After graduating law school, he started a paperless, technology-driven solo practice in an effort to be more efficient. Two years later, he started working with another attorney and law school classmate on a partnership. In August of 2014, they renamed the law firm Spera Law Group.

Special thanks to our sponsor, Solo Practice University.

Special Reports

Clio Cloud 2015: Effortless Services with Clio CEO Jack Newton

Clio founder and CEO Jack Newton sits down with Bob Ambrogi and Legal Talk Network’s producer Laurence Colletti at the third annual Clio Cloud Conference. Together they discuss the importance of delivering an effortless services vs. creating client delight for purposes of brand loyalty. In the interview, Jack shares insights about the evolving preference of clients to work more collaboratively with their attorneys and have less redundant interactions. The idea is to provide high quality service with less friction points at every step.

In addition, Jack talks about the educational tracks offered at Clio Cloud Conference, which include Business of Law, Legal Technology, and Clio University. Tune in to hear about their seven year journey to become the company they are today and their new product releases designed to help attorneys grow their practices and bill clients more efficiently.

Discussed in this Episode:

  • Effortless Service vs. Client Delight
  • Educational tracks at Clio Cloud Conference
  • History of Clio
  • Campaign Tracker
  • Clio Payment

Jack Newton is the co-founder and CEO of Clio, a cloud-based legal practice management software platform. With his partner, Rian Gauvreau, he launched the Clio Cloud Conference to bring legal professionals together to discuss thought leadership, the future of legal as a business, and where legal technology is going.

Special Reports

Clio Cloud 2015: Democratization of Law with Legalzoom CEO John Suh

Legalzoom CEO John Suh joins Legal Talk Network producer Laurence Colletti to talk about efficient delivery of legal services and access to justice. They discuss the expensive albeit efficient delivery mechanisms in Biglaw and how those services are well designed for their high budget clientele. With 88% of their time spent on billable activities compared to 51% for solos, plenty can be learned from the Biglaw organizational model. In addition, with the growing number of pro-se clients unable to afford hourly rates, there appears to be great opportunity in law for those who can harness a better delivery methodology.

Stay tuned as the discussion turns to the net promoter score and how it is being used to help lawyers provide higher quality legal services with greater client satisfaction. Attention spent on setting clear expectations, streamlining processes, and being accountable to clients will yield long term return on investment. In this interview, John recommends explaining cost drivers to clients, the non-use of legalese in explanations, and participating in rating services.

Discussed in this Episode:

  • Access to Justice
  • Biglaw efficiencies
  • Net promoter score
  • Three ways to improve service and increase client satisfaction

John Suh has served as LegalZoom’s CEO since February 2007 and as a member of their board of directors since February 2005. Prior to LegalZoom, Suh was CEO of StudioDirect, the Internet division of a global supply chain company, Li and Fung.

Special Reports

Clio Cloud 2015: The Global Age of More for Less with Professor David Wilkins

Professor David Wilkins joins Victor Li, legal affairs writer for the ABA Journal, and Laurence Colletti, producer for Legal Talk Network for a discussion about ‘The Global Age of More for Less’. Specifically, they address how the legal industry will need to adapt to globalization, speed of technology, and changing client preferences. Today’s client has more information and is asking for greater value at lower cost.

The old ways of building your legal practice are changing. It is no longer enough to simply charge more when you get better at what you do. In this new age of more for less, attorneys will have to find new ways to provide greater value at lower cost, while still making an adequate profit. Professor Wilkins advises that with difficulty comes great opportunities for those that are able to adapt to future market demands. Tune in to hear his ideas for harnessing technology, getting more out of employees, and working in networks so your legal practice can produce more for less.

Victor Li is the legal affairs writer for the ABA Journal. Previously he was a reporter for Law Technology News, the American Lawyer magazine, and Litigation Daily (NYC). A former prosecutor in the Bronx, Victor earned a J.D. from Tulane, a M.S. from Columbia University School of Journalism and a B.A. in history from Amherst.

Professor David Wilkins is the Lester Kissel Professor of Law, vice dean for Global Initiatives on the Legal Profession, and faculty director of the Center on the Legal Profession and the Center for Lawyers and the Professional Services Industry at Harvard Law School. He is also a senior research fellow of the American Bar Foundation and a fellow of the Harvard University Edmond J. Safra Foundation Center for Ethics.

Special Reports

Clio Cloud 2015: The Supreme Court’s Bubble with Slate’s Dahlia Lithwick

Dahlia Lithwick, senior editor at Slate sits down with Laurence Colletti, producer for Legal Talk Network. Together, they discuss the isolation of the Supreme Court and difficulty getting in front of that tribunal. Dahlia suggests that a certain type of lawyer with a certain type of case stands a much better chance of attaining an appearance for their client. In addition, Dahlia and Laurence talk about decorum within the court, political leanings of the justices, and whether or not the last session leaned left or right. Tune in to hear Dahlia’s predictions for the upcoming session as well as her favorite SCOTUS author.

Discussed in this Episode:

  • Isolation of the Supreme Court
  • Decorum of the Court
  • Adam Liptak
  • Joan Biskupic
  • Nina Totenberg

Dahlia Lithwick is a senior editor at Slate where she writes the Supreme Court Dispatches and Jurisprudence columns. Her work has appeared in the New York Times, Harper’s Bazaar, The New Yorker, The Washington Post, and Commentary. She’s made appearances on CNN, ABC, The Colbert Report, and the Rachel Maddow Show. She is currently the host of Slate’s Amicus podcast which covers the U.S. Supreme Court and is working on a book about the four women justices on that tribunal.

Kennedy-Mighell Report

The Great iPad vs. Surface Debate

Apple recently announced the new and larger iPad, Pro which many in the tech community are considering a direct competitor to the Microsoft Windows Surface Pro 3. With Microsoft’s Surface Pro 4 available soon, is this a new battleground for Apple and Microsoft? Which of these devices makes more sense for lawyers in their personal or professional lives?

In this episode of The Kennedy-Mighell Report, Dennis Kennedy and Tom Mighell examine the features of these new devices, leverage Tom’s expertise on both platforms, and help listeners determine which choice might make the most sense for them.

Topics include:

  • Hardware versus ecosystem competitions
  • Which platform app developers are interested in
  • iPad Pro as a productivity tool over content consumption
  • Which is best for heavy Microsoft Office users
  • Screen size, Stylus/Pencil, keyboards
  • Price points
  • The use for artists, architects, doctors, and musicians over lawyers
  • Side-by-side apps and litigation
  • iPad Pro or Microsoft Windows Surface Pro in small and big law firms
  • Are Dennis or Tom going to buy one?

In the second half of the podcast, the hosts talk through Dennis’ recent decision to purchase the newest MacBook after a crisis in confidence pushed him to consider the Air or Pro instead. As always, stay tuned for Parting Shots: that one tip, website, or observation you can use the second the podcast ends.

Special thanks to our sponsor, ServeNow.

Legal Toolkit

Winning Local Search

Most lawyers think about search marketing in a broad way, trying to reach everyone on the internet. But focusing on local search, which involves targeting specific cities, states, and neighborhoods, can have better overall results. This area of marketing is often quite confusing, however. What is local search marketing, how does it affect Google rankings, and what can lawyers do about it?

In this episode of The Legal Toolkit, Jared Correia interviews local search engine optimization industry leader Mike Ramsey about the components of an effective online marketing campaign, recent and upcoming Google algorithm changes, and specific actions lawyers can take today to improve their local search marketing. Ramsey discusses the importance of citations like Avvo and lawyers.com and why you should create a Facebook profile. Other significant factors include the quality and content of the business website, online reviews on Google and Yelp, and link building. Essentially, Ramsey explains, ranking for local search queries is important, but lawyers also need to control their online presence because potential clients are most likely searching before they buy. If nothing else, he says, build a very well optimized website and go out and be a good lawyer!

Mike Ramsey is the president of NiftyLaw and has taken part in the industry leading Moz Local Search Ranking Factors study for many years. He is a founding partner of the Google-sponsored Local University conference series. Ramsey is an active guest speaker at many internet marketing events such as Lawyernomics, Mozcon, SMX, Pubcon, and Search Fest. He has been quoted and featured in Forbes, Business Insider, Mashable, Search Engine Land, Search Engine Journal, and many other leading internet marketing news sites.

Special thanks to our sponsor Amicus Attorney.

New Solo

Automate Your Solo Practice!

Automation is a wonderful tool created by technology to make the lives of lawyers (particularly solos) easier. Many are intimidated to approach this potentially massive change in their practice, but it’s actually quite easy and inexpensive when you start small, and you will begin to save time immediately. How, you ask?

In first of a two-part New Solo, Adriana Linares interviews Andrew Legrand, a solo lawyer who started his practice immediately out of law school using technology to increase efficiency. His tips start with something as small as an autocomplete for your signature to auto filling forms he regularly uses. Tune in for great application and automation advice that applies to novices and tech gurus alike.

Andrew Legrand is general counsel to small business owners, helping clients start new businesses, draft operating agreements, employment contracts, review leases, and file for trademarks. After graduating law school, he started a paperless, technology-driven solo practice in an effort to be more efficient. Two years later, he started working with another attorney and law school classmate on a partnership. In August of 2014, they renamed the law firm Spera Law Group.

Special thanks to our sponsor, Solo Practice University.

Kennedy-Mighell Report

And The Legal Technology Surveys Say…

The 2015 ILTA/InsideLegal Technology Purchasing Survey and the 2015 ABA Legal Technology Survey results are in! These surveys highlight the interest of IT professionals and lawyers in current technology. Listeners can use these results to analyze where they stand when it comes to technological proficiency and what competitors might be focusing on. Paying attention to trends in mobile, security, records and document management, social media, and the cloud could benefit solo and biglaw lawyers alike.

In this episode of The Kennedy-Mighell Report, Dennis Kennedy and Tom Mighell discuss key results from these important legal tech surveys, highlight the most interesting trends, and discuss ways that lawyers can use these results to inform and tailor their technology plans for the coming year. Although both Tom and Dennis agree that lawyers are behind the curve of technological adoption, they see an increased interest in security, big data, information governance, cloud computing, and overall proficiency. In most of these areas, however, they mention that lawyers are not as far progressed as they should be, and both hosts believe that those in the legal profession have become technologically complacent.

In the second half of this podcast, Tom and Dennis talk about their experiences with the Amazon Echo personal digital assistant. Although this product provides little in the way of professional assistance, there are many practical hands-free household uses. Tune in to hear what direction the hosts think dictation might go. As always, stay tuned for Parting Shots, that one tip, website, or observation you can use the second the podcast ends.

Special thanks to our sponsor, ServeNow.

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