Podcast category: Legal Technology

New Solo

New Trends in Practice Management

Starting your own law firm can be a daunting task for any solo attorney. What new trends will help you manage your practice and how can you harness available technology to better communicate with your clients?

In this episode of The New Solo, host Adriana Linares speaks with Clio CEO Jack Newton, who shares what he believes are two big trends in practice management. Jack discusses client portals and lists the benefits, such as document management and security, that having a collaborative way to communicate directly with your clients provides. He analyzes the advantages that leveraging this technology gives law firms and the convenience it provides lawyers and consumers of legal services. He also talks about campaign tracking which enables law firms to track their marketing channels and determine what kind of return on investment they are receiving from those endeavors.

Jack briefly touches on the 2016 Clio Cloud Conference and says this year’s event will focus on helping lawyers take their practices to the next level by embracing the cloud.

Special thanks to our sponsors, Solo Practice University and Clio.

Legal Toolkit

Smart Contracts, Bitcoin, and Blockchain Technology

Many lawyers view legal technology in terms of how it can aid them in easing their daily work load. In what ways could emergent tech be harnessed in the legal marketplace to better aid clients?

In this episode of The Legal Toolkit, Ledger Labs head of operations and legal Josh Stark talks with Heidi Alexander about self-executing contracts, Bitcoin, and how blockchain technology could impact the practice of law. Josh explains that blockchain technology consists of a ledger or database and a network of computers to oversee and secure that database. He gives a brief background of the creation of Bitcoin, the first technology built on blockchain, and points out that it was designed to create a digital cash-like currency that wouldn’t require any centralized party. Josh addresses security concerns and illustrates how the use of public and private cryptography, as well as the economic security model of Bitcoin, provides more security than traditional credit card transactions and discourages attacks on the network. He defines what smart executing contracts are and gives an in-depth analysis of how blockchain technology could make it easier for clients to do things with fewer billable hours while utilizing basic software features. Josh closes the interview with his thoughts on the impact that smart executing contracts and blockchain technology could have on the legal industry.

Josh Stark is head of Operations and Legal at Ledger Labs, Canada’s leading blockchain technology consultancy. A lawyer by trade, Josh left a career in corporate law to work full-time in the blockchain technology space in 2015. At Ledger Labs, he helps clients develop blockchain use cases and understand the long-term implications of the technology for various industries. Josh studied law at the University of Toronto (’13) and has a B.A. from McGill University (’09).

Special thanks to our sponsors Amicus Attorney and Scorpion.

The Florida Bar Podcast

Web-Based Practice Management Programs

In this episode of The Florida Bar Podcast, host Adriana Linares interviews Practice Panther Vice President of Accounts Mor Assouline, Clio Director of Sales Engineering & Strategic Solutions Joshua Tanzola, Rocket Matter CEO and Founding Partner Larry Port, and MyCase Senior Customer Success Manager Marielle Levy about cloud-based practice management programs. The interview begins with a group analysis of topics that customers most frequently ask questions about, such as security and data migration, and how each respective company handles these inquiries. Josh explains what change management means in regards to practice management programs and Mor gives examples of why cloud security is safer than traditional file keeping methods. Larry discusses the importance of client portals and how difficult it can be to transfer client data from old systems and Marielle stresses the importance of two factor authentication. The interview closes with a group review of client accounting needs and how each company’s software addresses them.

Mor Assouline is the vice president of accounts for Practice Panther. He received his Bachelor of Arts from the Florida International University College of Business Administration.

Joshua Tanzola is the director of sales engineering & strategic solutions for Clio. He received his Bachelor of Arts in business from The University of British Columbia.

Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession and cutting edge technology. He frequently discusses marketing, design and efficiency, and quality techniques in the software industry that can be leveraged by lawyers and legal professionals.

Marielle Levy is the senior customer success manager for MyCase. She received her Bachelor of Arts in Political Science from the University of California, Santa Barbara.

Digital Detectives

Mandiant’s M-Trends and Verizon’s Data Breach Investigation Reports

In the aftermath of the Panama Papers data breach many law firms have become hyper aware of their digital security risks. With the number of breaches on the rise what can lawyers do to keep informed of the most pertinent risks facing legal practitioners?

In this episode of the Digital Detectives, hosts Sharon Nelson and John Simek speak with Clark Hill PLC Of Counsel David G. Ries about data security, Mandiant’s M-Trends, and Verizon’s Data Breach Investigation Reports. David opens the interview with an explanation of what these reports are (summaries developed by security service providers on data breach trends during the past year) and talks about how they help to organize collected information for ease of use. He then analyzes the subtle differences between the two reports, like the way they define terms like data breach and security incident, and gives some insight into the ways each company acquires their data. David also covers the top three key findings provided by each report and gives examples of how this information can be invaluable to law firms seeking to shore up their security shortcomings. He closes the interview with his major takeaways from this year’s’ reports and tips for law firms on how this research can aid in strengthening your comprehensive cybersecurity program.

David G. Ries is of counsel in the Pittsburgh, Pennsylvania, office of Clark Hill PLC, where his practice includes environmental, technology, and data protection law and litigation.  He is a co-author of “Locked Down: Practical Information Security for Lawyers” (American Bar Association, 2016) and “Encryption Made Simple for Lawyers” (American Bar Association, 2015) and regularly speaks and writes nationally on cybersecurity topics.

The Digital Edge

The Benefits and Challenges of Implementing a Firm-Wide Strategic Plan

As the legal marketplace becomes more globalized, many lawyers are venturing out and starting their own law firms. However, many attorneys also establish law firms without creating a company-wide strategic business plan to help guide future growth and company development. How do attorneys create a strategic business plan for their firm and what are the best ways to implement that plan?

In this episode of The Digital Edge, hosts Sharon Nelson and Jim Calloway talk with The Remsen Group President John Remsen, Jr. about the benefits of creating a firm-wide business plan. John expresses how important it is for law firm leadership to recognize that they are running a business and states that it is difficult to run a successful business without a plan of where you are going. He shares that his research results show that only 40% of midsize firms report that they have a written strategic plan and less than 5% give themselves a high score on implementing that plan well. Remsen also reveals that 90% of firms with a plan will attribute improved performance in areas like increased cohesiveness, profitability, long term sustainability, and growth to the planning exercise. He then analyzes the top five concerns of midsize firms, like associate development and firm governance, and provides ways that firms can address these concerns. He closes the interview with reasons that older lawyers resist these types of improvements and tips to help law firms start the strategic planning process.

John Remsen, Jr. is a frequent speaker and author on law firm leadership and marketing topics. He has spoken at national and regional conferences of the Legal Marketing Association, the Association of Legal Administrators, American Bar Association and numerous state and local bar associations. After serving as in-house marketing director at two major law firms, John formed The Remsen Group, a consulting firm that works exclusively with law firms to help them develop and implement long-term strategic objectives to improve cohesiveness, performance and profitability.

Special thanks to our sponsors, ServeNowCloudMask, and Scorpion.

On the Road

2016 Annual Florida Bar Convention: William Hubbard on the Future of Legal Technology

At the 2016 Annual Florida Bar Convention, Adriana Linares and John Stewart interview ABA Past President William Hubbard about his judicial luncheon speech. Mr. Hubbard discusses addressing regulatory framework in a timely way to deal with the increasing online proliferation of legal service providers. Lawyers themselves, he says, should embrace technology to reduce costs and maintain relevancy, rather than holding on to the status quo. Linares, Stewart, and Hubbard also talk about finding the right balance of technology and human lawyers, and provide examples of companies doing so effectively. With the right cost structures, Hubbard explains, there are a whole range of new opportunities for lawyers who can be more efficient and provide services affordably.

William Hubbard was president of the American Bar Association from 2014-2015 and is a partner at Nelson Mullins Riley & Scarborough LLP in Columbia, South Carolina, where he practices in business litigation. He is still heavily involved with the ABA, giving regular speeches and doing work with the Bar.

On the Road

2016 Annual Florida Bar Convention: Member Benefits Committee

Legal Talk Network host Adriana Linares interviews Pete Sweeney, chair of the Member Benefits Committee of The Florida Bar, at the 2016 Annual Florida Bar Convention. Together they discuss the role of the committee, some of the most popular benefits, and the overall shift from travel benefits (car rental) to technology benefits (practice management software). Pete talks about the proposal, pitch, and renewal process companies go through and the role of the board of governors. Listen to the end to hear about how Florida lawyers can access these benefits on mobile devices!

Peter Sweeney is a deputy city attorney for the City of Palm Bay, Florida, where he works at an in-house law firm representing the City of Palm Bay and the City Council. Sweeney is board certified in construction law by The Florida Bar and chair of The Florida Bar’s Membership Benefits Committee.

Law Technology Now

How Bloomberg is Changing Legal Annotation

As the body of law continues to grow, so does the consumer demand for cost effective and efficient legal services. What resources do large law firms and corporations have to help them harness technology to keep pace with this growing trend?

In this episode of Law Technology Now, host Bob Ambrogi speaks with Bloomberg BNA Legal Division President David Perla about his career, Bloomberg Law, and how their Smart CodeSM is changing traditional legal annotation. He states that ultimately the company hopes to help lawyers grow their businesses, be better counselors to their clients, and help them be more profitable. David provides an overview of his career, starting with his early days at a large Manhattan law firm, and shares his thoughts on how his particular combination of work experiences prepared him for his current role as Bloomberg BNA Legal Division President. He reflects on how Bloomberg’s ability to leverage technology to help lawyers and law practitioners has improved over the last 5 years and uses their current Smart CodeSM legal annotation tech as an example of this. He closes the interview with an explanation of how this code works, how it can enhance the lives of lawyers, and how it compares to the speed and efficiency of human editors.

David Perla is the president of Bloomberg Law and Bloomberg BNA Legal. He plays a key leadership role in the continued growth of the company’s legal business, which includes legal, legislative, and regulatory news analysis, and the flagship Bloomberg Law® legal and business intelligence research system. He drives the growth strategy for Bloomberg BNA Legal and oversees the development of distinctive content and products characterized by Bloomberg BNA’s renowned editorial excellence and Bloomberg’s reputation as a technology leader.

Before joining Bloomberg BNA, Perla served as chairman and CEO of Matterhorn Transactions and co-CEO and co-founder of Pangea3, the globally known legal process outsourcing provider. Prior to forming Pangea3, he was vice president of business and legal affairs for Monster.com. Perla received a B.A. from the University of Pennsylvania, and a J.D. from the University of Pennsylvania Law School. He began his legal career as a corporate lawyer at the law firm Katten Muchin Rosenman LLP.

Kennedy-Mighell Report

Improve Your “Email Hygiene”

Attorneys handle and process huge quantities of data each year. As data becomes more digital it will become even more important for legal professionals to have good, regimented email tidiness, or what we’re calling “email hygiene.” What are some data management best practices and how can lawyers maintain good inbox cleanliness?

In this episode of The Kennedy-Mighell Report, hosts Dennis Kennedy and Tom Mighell provide guidance principles to help lawyers improve their email hygiene. Tom challenges lawyers to identify how they perceive their emails, either as simple communications or possible business records, and encourages them to adopt an email retention policy. He emphasizes that keeping emails forever can be a liability, specifically if you are sued, and talks about the risks, costs, and productivity problems that can develop as a result of excess clutter. Tom and Dennis also analyze two types of email management styles; filing and piling, and explore practical ways to more efficiently search and manage their data for each style. They both end the first segment with application suggestions to help attorneys manage the clutter and helpful habits to keep the disorder at bay.

In the second half of the podcast, Dennis and Tom talk about what you can do to get rid of your old cords, adapters, and other miscellaneous computer parts. Tom admits that he has major cord clutter in his garage and that he replaces these types of items immediately if he can’t find them. Dennis shares his system of storage and identification for assorted computer parts and encourages others to donate old tech gear to charity. 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.

The Florida Bar Podcast

Creating Effortless Services in the Cloud

Many lawyers are noticing a rapid shift in client expectations as the number of millennials seeking legal services expands. What options are there for law firms that embrace new technology and want to provide a more effortless customer experience?

In this episode of The Florida Bar Podcast, host Adriana Linares talks with Clio co-founder and CEO Jack Newton about his organization and the benefits that the cloud can bring to the practice of law. Jack opens the interview by giving a brief history of how Clio was founded. Using client feedback, Clio added software features aimed at helping lawyers increase their workflow and grow their firms. Jack reveals that Florida has their highest user density in the United States and explains how customer growth led to the company eventually providing advice (through e-books, white papers, and talks) to their clients on best practices and how attorneys can embrace the cloud. He also covers his top reasons legal professionals should use the cloud, including increasing the ease of managing a caseload and issuing bills to consumers that are payable online. Additionally, he addresses ethical concerns attorneys have regarding using these services to store confidential data and privileged client information.

Jack discusses the impetus behind the creation of the Clio Cloud Conference and their mission to provide the best of legal education and industry thought leaders who are improving the practice of law. He closes the interview with an analysis of law firm data security concerns and how cloud services solve those issues via protected client portals.

Jack Newton is the founder of Clio, one of the pioneers of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security-, ethics- and privacy-related issues surrounding cloud computing, and has become a nationally recognized writer and speaker on these topics.

Jack has recently joined the board of the International Legal Technology Standards Organization (ILTSO), where he will help the organization craft standards for law office technology. He also co-founded and is acting president of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry.

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