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...

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.

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
  Apple Podcasts
  Google Play
More Episodes
04/26/18
Attorney Identity Theft

Shanell Schuyler gives us some tips about attorney identity theft scams, what they look like, and what both lawyers and clients can do to...

03/27/18
Physical Security and Workplace Violence

Deputy M. Dean Crump talks about workplace violence and the importance of training employees to handle it properly. He discusses how to safely deal...

02/27/18
Certification through the BLSE

Diana Kellogg, Jessica Malloy, and Steven Rubin talk about the BLSE including what the certification process looks like and why it’s important for attorneys.

01/31/18
Attorney Mental Health and Wellness

Larry Krieger expands on why attorneys often struggle with depression and the wellbeing factors that may lead to satisfaction in a legal career.

12/27/17
Navigating Ethics and Advertising

Elizabeth Clark Tarbert talks about The Florida Bar’s Ethics and Advertising Department, including their role with the Bar, common questions they are asked, and...

11/30/17
Year End Insurance Planning for Law Firms

Member Benefits CEO Chip Trefry talks about end of the year insurance planning for lawyers.