COVID-19 Resources for Lawyers
Featured Guests
Mor Assouline

Mor Assouline is the vice president of accounts for Practice Panther. He received his Bachelor of Arts from the...

Joshua Tanzola

Joshua Tanzola is the director of sales engineering & strategic solutions for Clio. He received his Bachelor of Arts...

Larry Port

Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession...

Marielle Levy

Marielle Levy is the senior customer success manager for MyCase. She received her Bachelor of Arts in Political Science...

Your Host
Adriana Linares

Adriana Linares is a law practice consultant and legal technology coach. After several years at two of Florida’s largest...

Episode Notes

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.

Newsletter

Notify me when there’s a new episode!

Episode Details
Published: June 30, 2016
Podcast: The Florida Bar Podcast
Category: Legal Technology , Practice Management
Podcast
The Florida Bar Podcast
The Florida Bar Podcast

The official podcast of the State Bar of Florida.

Listen & Subscribe
Recent Episodes
06/15/20
The Science of Working From Home

The Florida Bar Podcast welcomes Judge Robert Hilliard, Rebecca Bandy, and Jack Newton to explore their perspectives on the legal profession’s shift to remote...

04/30/20
How to Designate an Inventory Attorney — Rule 1-3.8 for Florida Lawyers

Patricia Savitz explains the Florida Bar’s requirement for members to designate an inventory attorney under Rule 1-3.8.

03/20/20
Electronic File Management 101

John Montaña answers common questions about law firm data storage in an increasingly digital practice.

02/28/20
EAPs and the Bar: Providing Mental Health Services to Attorneys

George Martin and Lisa Hardy explain the many types of help available to attorneys through an employee assistance program.

01/30/20
A Crash Course in Lawyer Advertising and Solicitation

Elizabeth Tarbert offers guidance for ensuring compliance in lawyer advertising and solicitation.

12/16/19
Millennial Lawyers: How to Motivate and Retain Young Associates in Your Law Firm

JP Box shares insights on the millennial generation’s unique approach to careers in law.