#64: Utilizing AI to keep track of clients with Tracy Troyer

Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the How I Lawyer Podcast in January 2021, aiming to share insights from legal professionals to law students and lawyers alike.

Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals!

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

1. What are the top three tech skills all students should master by the time they graduate law?
2. What are the top three tech tools that attorneys are under-utilizing today?
3. What are the top three ethical mistakes attorneys are making with their technology?

In our conversation, we cover the following:

[01:23] A Law Professor's Tech Setup

[14:00] Observations on Law Students' Transition from Pre to Post-COVID

[19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape

[33:21] Three Tech Tools Lawyers Should Embrace Today

[38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions

[44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations

[46:16] Essential Tech Tools for Starting a Podcast

[54:07] Connect with Jonah

Resources:

Connect with Jonah:

LinkedIn: linkedin.com/in/jonah-perlin

Podcast: howilawyer.com/

Substack: howilawyer.substack.com/

Hardware mentioned in the conversation:

Mac Mini: apple.com/mac-mini

MV7 - Podcast Microphone: shure.com/en-US/products

Tascam Headphones tascam.com/us/category/Headphones

Yeti microphone: logitechg.com/en-us/products

Software & Cloud Services mentioned in the conversation:

Calendly: calendly.com

Descript: descript.com

Fastcase: fastcase.com

LexisNexis: lexisnexis.com

Trello: trello.com

Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner.

Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings.

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

1.     What are the top three tips for maintaining HIPAA compliance of documents online electronically?

2.     What are the top three tips for maintaining many documents online electronically?

3.     What are the top three secret tips for using your favorite PDF reader?

In our conversation, we cover the following:

[01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies

[12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online

[26:17] Top Tips for Managing a Large Volume Online

[35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness

[28:45] Connect with Leah

Resources:

Connect with Leah:

LinkedIn: linkedin.com/in/leahbucholz/

Website: prestigeveteranmctx.com/

YouTube: youtube.com/@prestigeveteranmedical

Email: mailto:leah@prestigeveteranmctx.com/

Hardware mentioned in the conversation:

1.     Internet connection provided by AT&T: att.com/internet/fiber/

Software & Cloud Services mentioned in the conversation:

1.     Zoho: zoho.com/

2.     Zoho Vault: zoho.com/vault/

3.     JotForm: jotform.com/

4.     Spanning: spanning.com/

5.     Backupify: backupify.com/

6.     Speedtest.net: speedtest.net/

7.     Zapier: zapier.com/

Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms.

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

1. What are the top three tech tools that attorneys underutilize besides CRMs in their law practice?
2. What are the top three things attorneys should look for in an online CRM?
3. What are the top three tech shortcuts lawyers still need to know at any level of experience?

In our conversation, we cover the following:

[01:32] Tech Talk: Karen's Current Tech Setup

[08:46] The Top Three Tech Tools Lawyers Should Utilize More

[17:16] Backup Strategies: Ensuring Data Security in Business

[22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support

[30:05] Tech Shortcuts Every Lawyer Should Master

[39:13] Uncommon Keystroke Hacks in Microsoft Word

[40:37] Connect with Karen

Resources:

Connect with Karen:

LinkedIn: linkedin.com/in/wisekarenmcdonald/

Website: wiseowllegal.com.au/

Hardware mentioned in the conversation:

•  Bose Speakers: bose.com/c/speakers
•  Fitbit: fitbit.com
• Jabra Headset: jabra.com/
• Curved 27-inch ViewSonic Monitor: viewsonic.com/global/products/lcd/VX2718-PC-mhd

Software & Cloud Services mentioned in the conversation:

• Bitwarden: bitwarden.com/
• Wise Owl Legal: wiseowllegal.com
• Backblaze: backblaze.com
• WordPerfect: wordperfect.com
• TextExpander: textexpander.com

Our next guest is Shubham Datta, the Vice President of Corporate Development at CLIO. As a key figure in overseeing the development and execution of CLIO's strategic growth strategy through acquisitions and investments, Shubham brings forth a wealth of knowledge and a unique perspective on the intricacies of how CLIO collaborates with third-party integrations and more. Shubham is a seasoned Mergers and Acquisitions (M&A) professional driving innovation in the legal tech space. With an extensive background in both buy-side and sell-side M&A, he spearheads efforts to align CLIO's product roadmap with cutting-edge companies.

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

1.     What are the top three criteria to prioritize when evaluating third-party application integrations?

2.     How to determine what might be considered unnecessary or incompatible with CLIO platform, possibly without the requirement for specific categories?

3.     In what aspects should legal professionals focus on when assessing new third-party applications for use in CLIO or when comparing them to competitors?

In our conversation, we cover the following:

[01:44] The Three Pillars of Effective Third-Party Integration in CLIO's Legal Tech Ecosystem

[05:13] Core Legal Workflows in CLIO's Ecosystem

[06:55] App Adoption and Integration Challenges in Legal Tech

[09:00] Empowering Legal Innovation: Nuanced Challenges in App Integration

[10:42] A Guide for Lawyers in Choosing Third-Party Apps for CLIO and Beyond

[11:25] Future-Forward Legal Tech

[13:12] AI Innovations to Elevate Legal Practice

[14:58] CLIO: Redefining Legal Practice Management

Resources:

Connect with Shubham:

LinkedIn: linkedin.com/in/shubhamdatta/

Software mentioned in the conversation:

CLIO: CLIO.com/

Join Joshua and I live from the CLIO Con 2023 in Nashville, TN at the Gaylord Opryland Resort & Convention Center. Joshua serves as the Lawyer in Residence at CLIO. Joshua has dedicated considerable efforts to enlightening legal professionals about the potential of technology to improve their practices, simultaneously educating tech companies about the distinctive requirements of the legal field.

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

1. What are the three most common questions attorneys have about cloud computing? And how does CLIO address them?
2. What are the three most common ethical missteps attorneys make with cybersecurity, and how does CLIO help prevent them?
3. As we look into the future, what should attorneys be wary of regarding all things Internet in their law practice?

In our conversation, we cover the following:

[01:09] From PCs to Macs: Embracing a Secure and User-Focused Technological Evolution

[03:25] Decoding Cloud Worries: How CLIO Tackles Attorneys' Top 3 Questions on Cloud Computing

[13:12] Ethical Cybersecurity: Navigating Attorney Pitfalls and CLIO's Defensive Strategies

[16:48] Futuristic Legal Tech: Internet's Evolution in Law Practice

[22:18] Data Migration Dilemmas

Resources:

Connect with Joshua:

LinkedIn: linkedin.com/in/joshualenon

Email: joshua@clio.com

Mastodon: mastodon.social/@JoshuaLenon

Twitter: twitter.com/JoshuaLenon

Software & Cloud Services mentioned in this episode:

Clio:clio.com/

WordPerfect:wordperfect.com/en/

Amazon S3: aws.amazon.com/s3/

In this podcast episode, renowned tech expert Dave Hamilton dives into the world of Mac-centric productivity, uncovering the unique advantages Macs offer over Windows machines. Dave is a seasoned podcaster, publisher, and self-professed nerd with a rich background in educating numerous computer users over thirty years. We cover the longevity, cost-effectiveness, and quality of life benefits of Macs, their top productivity features like seamless device integration, Dave's travel tech tips including a 4K OLED screen and charging essentials, Mac-specific productivity tools focusing on scripting and audio editing, and much more!

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

1. After over 900 episodes on MGG, what are the three most common questions about tech you still get today?
2. Apple computers still have somewhat of an aura of being made for creative people and not professionals; what are your top three reasons any professionals, including us lawyers, would want to switch from PC to Mac?
3. What are your top three favorite productivity functions you can do only on a Mac?

In our conversation, we cover the following:

[01:15] Dave's Personal Tech Setup and Upgrade Considerations

[15:56] Navigating Mac Upgrades, Backup Strategies, and Choosing the Right Wi-Fi System

[38:59] PC to Mac Transition: Insights on Integration, Compatibility, and Battery Life for Professionals

[54:48] Investing in a Mac: Exploring Longevity, Total Cost of Ownership, and Support Benefits Over Windows

[59:14] Mac Productivity Unleashed: Leveraging Automation, Scripting, and Audio Routing for Peak Performance

[01:21:58] Behind the Podcast Curtain: Tools and Tricks for Pro-Level Recording and Editing

Resources:

Connect with Dave:

Bluesky: bsky.app/profile/davehamilton.com

Facebook: facebook.com/hamilton.dave

Instagram: instagram.com/davehamilton/

LinkedIn: linkedin.com/in/davehamilton/

Mastodon: podcastindex.social/@DaveHamilton

Twitter:twitter.com/DaveHamilton

Website: macgeekgab.com/

Hardware mentioned in the conversation:

• 4K Portable Monitor - KYY 15.6: viewsonic.com/us/vx1655-4k-15-6-3840-x-2160p-uhd-portable-monitor
• Anker Nano Charging Station: anker.com/products/a9129-charging-station-67w
• Earthworks Ethos microphone: earthworksaudio.com/products/ethos/
• Monoprice monitors: monoprice.com/category/computers-&-gaming/monitors-&-displays/desktop-monitors
• PreSonus Quantum 2626 Audio Interface: presonus.com/en-US/interfaces/thunderbolt-audio-interfaces/quantum-series
• Shure MV7 Microphone: shure.com/en-US/products/microphones/mv7
• Synology Disk Station Manager: synology.com/en-global/dsm
• ViewSonic monitors: viewsonic.com/us/products/shop/monitors.html
• VX1655-4K-OLED 15.6 Inch 4K: viewsonic.com/us/vx1655-4k-oled-15-6-uhd-oled-portable-monitor

Software, Apps & Cloud Services mentioned in the conversation:

• Audio Hijack: rogueamoeba.com/audiohijack/
• Backblaze: backblaze.com/
• BetterTouchTool: folivora.ai/
• Carbon Copy Cloner: bombich.com/
• Eero: eero.com/
• Fission: An audio editor mentioned for quick edits, specifically for ad breaks.
• Hindenburg: hindenburg.com/
• Keyboard Maestro: keyboardmaestro.com/
• Logic Pro: apple.com/logic-pro/
• Logic Pro: apple.com/logic-pro/
• Loopback: rogueamoeba.com/loopback/
• Mail Butler : mailbutler.io/
• MailSuite: smallcubed.com/
• TextExpander: textexpander.com/download
• Thunderbird: thunderbird.net/
• TP-Link DECO: tp-link.com/us/deco-mesh-wifi/
• WordPerfect: wordperfect.com/en/

My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice.

Enjoy!

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

1. What are the top three ways attorneys can use technology to onboard new staff easily and consistently?
2. What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology?
3. What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier?

In our conversation, we cover the following:

[01:03] Current tech setup

[11:02] Using technology for legal staff onboarding

[13:34] Video conferencing and communication tools for legal professionals

[16:37] Password management and security for law firms.

[22:48] Addressing knowledge gaps among legal professionals

[25:10] Software hacks for paralegals and lawyers.

[28:31] Writing tools for legal documents.

[31:55] Using technology to make lawyer work easier.

[37:36] Virtual hearings, meetings, and case preparation.

[39:10] Legal technology and process optimization.

Resources:

Connect with Eda:

Website: edarosallc.com/

LinkedIn: linkedin.com/in/eda-rosa-law

Hardware mentioned in our conversation:

Google Password Manager: passwords.google.com/

Google Pixel smartphone: store.google.com/category/phones

Google Pixel smartwatch: google.com/product/pixel_watch_2?hl=en-US

HP Envy laptop: hp.com/us-en/shop/mlp/laptops/envy-344503--1

HyperX podcasting microphone: hyperx.com/collections/microphones

Logitech Presentation clicker: logitech.com/en-us/products/presenters

StreamYard: streamyard.com/

Software & Cloud Services mentioned in the conversation:

Adobe Cloud: adobe.com/creativecloud

Asana: asana.com/

Clio: clio.com/

Google Cloud: cloud.google.com/

Hazel: noodlesoft.com/

LexisNexis: lexisnexis.com/en-us/home

Microsoft Office 365: office.com/

MyCase: mycase.com/

Nextiva: nextiva.com/

PackBack: packback.co/

Speechify: speechify.com/

TextExpander: textexpander.com/

Trello: trello.com/

TrialPad: litsoftware.com/trialpad

Wise Hire: wise-hire.com/

WordRake: wordrake.com/

Our next guest is law libriarian Sarah Glassmeyer. She has a career that includes academia, nonprofit tech, and even a fellowship at Harvard. Her numerous awards, including being named to Fastcase 50 and as an ABA Legal Rebel, speak to her impact. Sarah's commitment to learning and growing and her passion for her mission ensure she'll never stop striving for positive change in the legal world.

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

1. What are the top three tech tools utilized by larger law firms that solos and small law firms would be surprised are reasonably accessible to them?
2. What are the top three ways Chat GPT falls short for attorneys?
3. What are the top three directions that you see technology heading in that attorneys should keep an eye on?

In our conversation, we cover the following:

[01:08] Balancing Platforms: Sarah’s Hybrid Tech Ecosystem

[10:13] Tech Tools for Smaller Firms to Rival the Big Players

[23:38] Three Ways ChatGPT Falls Short for Attorneys

[37:07] Key Technological Trends for Attorneys to Monitor

[45:12] Where to Connect with Sarah

Resources:

Connect with Sarah:

LinkedIn: linkedin.com/in/sglassmeyer

Website: sarahglassmeyer.com/

Substack: substack.com/@sarahglassmeyer

Hardware mentioned in the conversation:

ThinkPad: lenovo.com/us/en/c/laptops/thinkpad/

Software and Cloud Services mentioned in the conversation:

Substack: substack.com/@sarahglassmeyer

FatCow: bluehost.com/fatcow

Azure: azure.microsoft.com/en-us

AWS: aws.amazon.com/

Join us for an enlightening conversation on technology, transformation, and the world of writing with lawyer, mediator, and career coach  Wendy S. Meadows. We learn almost in real-time during the recording that Wendy has become an Amazon top-selling author with her book, "Sparkle and Grit." We discuss not only her book but the potential tech tools in a lawyer’s writing journey as we explore Wendy's personal experience in the realms of creativity, distraction-free work, and maintaining motivation in publishing. Also, this podcast is a must-listen for anyone looking to escape the endless cycle of monotony, overcome self-doubt, and embrace a life of sparkle and grit.

Wendy shares her top three tech tools that played a pivotal role in creating her transformative book, "Sparkle and Grit." She explains how the technology she employed in writing differed from her legal work. Furthermore, we discuss the mysteries behind maintaining motivation and staying on track during the challenging writing and publishing journey. During the conversation, Wendy's passion and authenticity shine through as she empowers listeners to start their journeys toward a balanced and vibrant life.

As a bonus, we discuss how your Tech-Savvy Lawyer helped her (and could help you) make well-informed computer choices.

Enjoy!

• Note1: This podcast was scheduled one day off the normal publication schedule so that we could time it with Wendy's book release.
• Note2: My apologies for the recording from my mic.  Apparently, the mics got "switched" just before we went live with the recording.

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

1. What are the top three tech tools to help write your book, and how did using them differ from similar tools when doing legal work?
   
   
2. What are the top three tech tools to keep your writing practice and writing process distraction-free?
   
   
3. What are the top three tech tools you use to keep yourself motivated and on track with a publishing schedule?

In our conversation, we cover the following:

[01:30] Finding Your Technicolor Path: A Journey to True Balance and Transformation

[08:14] Tech Tools for Writing: Boosting Productivity and Tracking Progress

[11:12] Distraction-Free Writing: Top Tech Tools for Maximum Focus

[14:13] Tech Tools for Motivated Publishing: Social Media Strategies and Scheduling Solutions

[18:43] Guiding Tech Choices: Tips to Make Informed Computer Decisions

[25:40] Sparkle and Grit: A Guide for Practicing Life at Your Best

[27:21] Lessons from the Flamingo: Discovering Your Ever-Changing Work-Life Balance

[28:45] Connect with Wendy

Resources:

Connect with Wendy:

LinkedIn: linkedin.com/in/wendy-s-meadows/

Website: wendysmeadows.com/

Instagram: instagram.com/wendy_s_meadows/

Mentioned in the episode:

sparkle & GRIT: Live a Technicolor Life By Finally Finding Balance, Escaping Monotony, and Beating Burnout: amazon.com/sparkle-GRIT-Technicolor-Escaping-Monotony/

Hardware mentioned in the conversation:

• Apple Mac Mini: apple.com/mac-mini/
• Apple Studio Display: apple.com/studio-display/specs/
• MacBook Air (15-inch) with an M2 chip: apple.com/shop/buy-mac/macbook-air/15-inch-m2

Software & Cloud Services mentioned in the conversation:

• Apple Business Account: apple.com/retail/business/smb-signup/
• Apple Card: apple.com/apple-card/
• Canva: canva.com/
• ExpressVPN: expressvpn.com/
• Loomly: loomly.com/

This week’s episode of the Tech Savvy Lawyer podcast features Lawpath's Dominic Woolrych to discuss using AI to democratize legal access globally.

Dominic is the co-founder and CEO of Lawpath, a leading global legal software platform for small businesses and Australia’s number one online legal platform that has helped over 400,000 small businesses across Australia and the USA. Dominic’s vision is to build his digital platform and help small businesses globally access legal support at a fraction of the time, cost, and complexity of the traditional system.

Join Dominic and me as we talk about the following three questions and more!

1. What are some of your three automations that you'd like to use that are not part of your product?

2. What are the three biggest pain points that law firms are still experiencing with the adoption of technology today?    

3. What are the top three non-traditional opportunities for lawyers in the legal tech sector?

 In our conversation, we cover:

[04.02] Tech setup – Starting the conversation, Dominic walks us through his current tech setup.

[07.44] Automation – Dominic shares his top three automations other than Lawpath.

[09.00] Virtual Assistant – How you can save time and manage your work at the same time by having a virtual assistant, according to Dominic.

[16.16] Lawpath - An online legal platform that allows small businesses to complete legal tasks themselves.

[20.33] Pain points – We discuss the biggest pains that law firms are experiencing with the adaptation of new technology.

[23.35] Commercial vs. legal – Dominic shares his idea about the lawyers being commercial versus legal.

[28.00] Opportunities - Top three non-traditional opportunities for lawyers in the legal technology sector.

[33.33] Organic traffic – Dominic shares how their employees are working on bringing organic traffic to their website.

Resources:

Contact Dominic:

• LinkedIn - linkedin.com/in/dominic-woolrych/

• Twitter - twitter.com/dwoolrych

• Website - lawpath.com/

Equipment Mentioned in the Podcast:

• Apple air pods - apple.com/airpods/

• Apple iPhone - apple.com/iphone/

• Apple Mac - apple.com/mac/

• Bose noise-cancelling headphones - bose.com/c/headphones

Software & Services Mentioned in the Podcast:

• Carplay - apple.com/ios/carplay/

• Mailbutler - mailbutler.io/

• Overcast - overcast.fm/

• Slack - slack.com/

• Zapier - zapier.com/