Shows
MCLE ThisWeek PodcastMCLE ThisWeek | S2 E1: Top Tips for Solos and Small Firms with Jared CorreiaIn This Episode:Host Bruce sits down with legal consultant Jared Correia to discuss:How he transitioned from practicing law to running Red Cave Law Firm Consulting.Simple strategies to help solo and small law firms thrive, including tips on data management, marketing, and scaling.Why your online presence matters more than ever—and how to fix it.Jared’s entertaining personal stories, including lessons from his early career and his love of Rolos.Featured Guest:Jared CorreiaCEO, Red Cave Law Firm ConsultingHost of The Legal Toolkit Podcast and Non-EventcastDon’t Miss:Jared’...2025-01-2322 min
BE THAT LAWYERJared Correia: From Hesitation to Integration: AI's Role in Transforming Law FirmsIn this episode, Steve Fretzin and Jared Correia discuss:The evolving role of AI and technology in legal practicesCommon obstacles lawyers face with adopting and implementing tech solutionsStrategies for improving law firm efficiency and productivityTrends in business development and billing models Key Takeaways:Lawyers hesitate to adopt AI due to risk aversion and limited tech savviness, but starting with free tools like ChatGPT can ease the transition.Flat fee billing models align with AI efficiencies, as ethical guidelines discourage charging for time saved through automation.AI tools like Microsoft Copilot and Google Duet AI r...2024-12-1232 min
Adventures In Legal TechSwitcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna BrownFor the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!) [SPONSORED BY COSMOLEX] Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pick: Oklahoma octopus legend. 13:10 - Jared’s clue for software trouble: frustration triggers. 13:52 - Reason for frustration: pricey, slow, ineffective software. 16:20 - Role of consultants in smooth transitions. 20:40 - Indicators for needing new software. 23:15 - Consulting specialists ease t...2024-08-2349 min
Adventures In Legal TechHow to Merge Solo Practices with Amy Davis and Kate FrankeJoin host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injury practice. Expect insights, revelations, and a candid glimpse into running a client-focused firm. Episode Highlights 27:58 - Difficulties merging technology and case management systems. 32:53 - Bridging the gender gap in personal injury law. 35:47 - Emphasizing mentorship and creating a...2024-05-0840 min
Legal Mastermind Podcast - Presented By Market My MarketEP 261 - Jared Correia - Redefining Law Firm Management: Innovative Strategies for SuccessJared Correia is the Founder and CEO of Red Cave Law Firm Consulting. Jared served as a consultant to attorneys seeking to open their own practice or to improve the running of their current practice, as well as a consultant to legal institutions and companies seeking to reach the legal market, or to improve that reach. He has worked with over 3,000 law firms across the world since 2008.Red Cave Law Firm Consulting provides business management consulting services exclusively for lawyers and law firms, including through legal organization partners, like bar associations. The firm also do...2024-04-2229 min
Adventures In Legal TechThe More Things Change, The More They Stay the Same: LegalTech Edition with Betsy MunnellJared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using different social channels for business intelligence, such as subscriptions to industry newsletters and following relevant companies on...2024-02-0935 min
Adventures In Legal TechLaw Practice Management Technology Tips with Laura KeelerJared talked with a law practice management consultant about her best technology tips. Episode Highlights 05:16 Legal technology and law practice management software 05:54 Reasons law firms should start using law practice management software 07:23 How some law firms keep everything organized 08:55 Different integrations for case management software 13:13 Tips for data security and encryption 15:28 Why CRMs are important for law firms 16:50 Integrating CRM with practice management software to eliminate data duplication 19:05 The increasing number of firms entering the market for data backup solutions 21:04 Remedies for lawyers and legal professionals to avoid...2024-02-0224 min
Adventures In Legal TechA Small Business Tech Checklist for the Holidays with Nick BriscoeJared spoke with an economist about the technology he uses in his business (including some legaltech!), how he works with law firms, and what tips he has for them. Episode Highlights 02:41 Nick's profession as a forensic economist and his roles in various court cases 04:22 The nature of forensic economics as a historical analysis of data 05:15 How Nick's proficiency in Excel and how he uses it in his workflow. 07:38 Using case management software (Clio) for billing purposes in his business 10:00 Other technologies Nick uses in his business 13:00 AI image generation and how...2023-12-2024 min
Adventures In Legal TechLegal Research & Writing Technology with Ross GubermanJared spoke with an expert in the space about the latest technology updates for legal research & writing. Episode Highlights 05:03 The fundraising stage for Brief Catch and the challenges faced 07:32 Plans about using AI in Brief Catch 08:23 Predictions about the future of the legal research and writing technology space 13:27 The potential of custom GPTs in law firms 18:22 Role of AI in reshaping the legal profession 19:44 Grading concerns in law schools because of AI usage 20:53 Recent case where 5th circuit court mandated the disclosure of AI use 21:17 Eagerness of judges to...2023-12-1523 min
Adventures In Legal TechNiche Law Practice Management Software with Chad SandsJared spoke with a vice president at a case management software company about how niche tools may be the wave of the future, plus AI! Episode Highlights 05:20 The evolution and prospects of case management software for different practice areas 09:08 How lawyers should approach AI in their work 13:25 Misuse of the term 'AI' in legal tech 14:42 Potential mergers and consolidations in legal tech 20:14 Blade Runner 2049 and the similarities of its 'smart robots' to emerging AI technology like chatbots 23:06 The level of feasibility of the 'ceasefire on marketing' concept 24:11 Advice for attorneys...2023-12-0827 min
Adventures In Legal TechLegal Tech News & Notes with Chris StockJared talked with an experienced legaltech software executive about the latest trends in the space. Episode Highlights 03:22 Chris’ first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI in legal practice, particularly in relation to privacy concerns 18:55 How the younger generations that grew up with computers and technology are now becoming decision-makers in law firms 22:10 How regulating trust accounting across the US legal profession could reduce co...2023-12-0632 min
Adventures In Legal TechThe Solo Lawyer Software Learning Curve with Bud GlavyJared talked with a solo attorney about how he onboards and manages technology. Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and newsletter frequency 24:56 Effectiveness of Levitate as a marketing tool in improving client communication and brand visibility 25:53 The necessity and cost of legal research software like Westlaw or Lexis 27:45 The importance of learning how to use legal research tools effectively2023-11-2930 min
Adventures In Legal TechMarketing Tech Potpourri - A Day in the Life of Dani Whitestone, GuruJared talked with a marketing expert about how to use technology to effectively promote any business, including law firms. Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychological component of marketing and how emotional choices play a role in this 10:57 The importance of using Canva as a design tool for marketing 17:15 How a CRM can provide a smooth journey for your customer 20:29 How Dani implemented a CRM right from the beginning of he...2023-11-2231 min
Adventures In Legal TechFinancial Planning & Tech with Niraj ChhabraJared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances. Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser. Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to...2023-11-1427 min
Adventures In Legal TechZoom and the Expert Witness: Friend or Foe with Allison MullerJared talked with an expert witness, who discussed the logistics of testifying - virtually. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert testimony via Zoom 10:23 Her experiences with different virtual platforms for her testimonies 15:49 Advantages of giving testimonies online 17:35 The isolating experience and downsides of giving testimony virtually 20:03 The future of giving expert testimony 22:15 Use of artificial intelligence to generate...2023-11-0828 min
Adventures In Legal TechTime, Billing & Payments Talk + The Release of Filevine's New Payment Features with Michael AndersonJared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine looks like 07:35 How law firms don't choose practice areas; rather, they choose clients 10:52 Practices for law firms who want to accept more client types 15:36 How to set up a reporting system 22:07 Michael's perspective on viewing payments as...2023-11-0829 min
Adventures In Legal TechHow to Stop Wasting Money on Google Ads with Jeff LantzJared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in creating a Google campaign 17:02 The role of landing pages in converting site visitors into clients 20:52 The calculation of click-through rates and how it can influence the quality score 21:47 Tips on how law firms can create powerful G...2023-11-0626 min
Adventures In Legal TechHow to Become a Digital Nomad as Lawyer with Megan HargroderJared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:16 The concept of a digital nomad. 06:27 Visa process and recommendations for countries to consider for a digital nomad lifestyle 08:10 Favorite spots and experiences as a digital nomad 10:52 Is it difficult to handle clients with different time zones? 14:11 Essential equipment and services for a digital nomad lifestyle, with focus on using a VPN2023-10-2529 min
Adventures In Legal TechWhy and How AI is a Lawyer's Second Brain with Dave MaxfieldJared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates! The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:02 Dave's background as an English major 06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal life 14:18 The tools he uses in his practice 17:48 Possible futuristic operation based on the sci-fi classic 'The Man with Two Brains' 20:02 Using AI to offload information and optimize capacity in legal practice 22:10 Review of pro...2023-10-2332 min
Adventures In Legal TechAI & Content Writing for Attorneys with Adam KosloffJared Correia talked with a copywriter for law firms about the validity of AI for generating content. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 11:53 Where AI can help you 16:38 How AI plays a massive role in streamlining business processes similar to how they are used for automating technology 20:52 AI limiting strategic decisions 22:21 How creativity still fundamentally depends on...2023-10-2026 min
The Thought Leadership ProjectEpisode 134: Jared Correia on How to Grow a Small Law Firm
Episode 134: In this episode, Jared Correia, founder or Red Cave Law Firm Consulting and podcaster extraordinaire, shares his expertise on how to run a small law firm like a business and grow it sustainably and profitably. Jared, Jay and Tom discuss Jared’s three-step system for growth, which involves establishing processes and systems, hiring effectively, and learning from data and analytics. At the end of the podcast, Tom and Jared delve into their passion for yacht rock, while Jay mostly stays silent and sips coffee, due to his ignorance.
Reading & ResourcesConnect with Jay on Li...2023-10-1600 min
Adventures In Legal TechThe Law Firm As A Platform with Erik MazzoneJared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The importance of using law practice management software 10:34 Intake: Focusing on reducing friction in the intake process 12:17 The concept of creating a client journey as part of the intake process 18:48 The importance of usability and adoption of technology...2023-10-1330 min
Adventures In Legal TechAI in Legal Marketing & Sales with Melissa RogozinskiJared Correia spoke with a marketing consultant about how attorneys can utilize AI in marketing their law practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:51 How Melissa utilizes AI in her everyday life 11:00 Importance of cautious approach when using AI discussed 17:06 Melissa’s method of giving instructions to AI for creating a blog article 20:30 Articles by different attorneys focusing on AI not having the ability to claim copyright 23:32 Changes taking place in the writers guild and media publications around using AI for content 24:36 Various way...2023-10-1127 min
Adventures In Legal TechHacks to Get Every Invoice Paid with Joyce BraffordJared Correia talked with a legal software expert about the best tips for time tracking, invoicing and billing. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 07:22 The usefulness of investing in passive timekeeping 11:13 The importance of data analysis in legal practice 13:14 Critical financial reports that lawyers should look at 16:14 Why you should collect crucial information 19:50 How they can get invoices out within a click using efficient timekeeping and an integrated payment processor 21:51 Benefits of integrated payment processing and rapid funding for faster payment with less...2023-10-0631 min
Adventures In Legal TechThe Science of Attorney Technology Resistance with Susan Letterman WhiteJared Correia spoke with a consultant about how + why law firms resist changes to technology, and how they can overcome those. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:50 Lawyers’ mindset on technology adoption 07:01 How emotional resistance change plays into the difficulty of technology adoption in law firms 10:49 Difficulty of adopting technology for lawyers 15:02 Motives and incentives for different roles within a law firm when introducing new technology 19:12 The notion of readiness for change model for tech adoption 21:36 Necessary resources for an effective system implementation 2023-10-0233 min
Adventures In Legal TechRevamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah ZweerinkJared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform 09:04 Using technology as a law student 13:18 Integrating Clio to other tools and platforms 19:36 Finding the right way to organize information for the law firm 24:21 How they started using 'Family Law software' to save time, sending a link to new c...2023-09-2930 min
Adventures In Legal TechAdding New Tech To An Existing Law Practice Versus Starting From Scratch with Shawn ScottJared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:06 How technology in law firms can be neglected for years leading to a steep learning curve when eventually attempting an update 10:31 Dealing with the results of demos 16:03 Introducing technology to a law firm with people of all ages 17:28 Software chosen for time and billing in the law firm...2023-09-2831 min
Adventures In Legal TechThe Intersection of Legal Marketing & LegalTech with Steve FretzinJared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:05 Steve’s backstory of surviving a plane crash 09:50 Are most lawyers billable by hour? 13:07 The importance of optimizing existing relationships and connections for business growth 14:29 Using technology to manage appointments and schedules and to maintain professional networks2023-09-2731 min
Adventures In Legal Tech5 Things I Wish I Knew As A New In-House Counsel with Ashlyn DonohueJared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases 04:49 The importance of using technology consistently and in a standardized way in order to gather accurate data 05:30 Importance of celebrating project milestones or 'wins' and finding champions within your organization 09:22 Using custom reports as solutions when building requirements for the organization 11:40...2023-09-2622 min
Adventures In Legal TechOvercoming Tech Resistance in a Law Firm with Kerri KoenJared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase productivity 13:07 Technology concerns that some lawyers have 18:43 Finding a drafting software that works for your specific needs in estate planning 23:25 CRM tool that has a comprehensive dashboard for customer management 24:42 The importance of automation in legal processes, while making it...2023-09-2531 min
Adventures In Legal TechReal Lawyers Learn From Their Mistakes with Chris LargayJared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:30 Chris Largay’s practice and how it has evolved over time 08:15 Balancing law practice with other business ventures 15:03 Understanding that mistakes can arise when working with clients 18:53 Importance of hiring an independent expert 21:20 How the technology question get resolved differently in a rural practice 24:02 Overcoming barriers to adopting cloud technology due to unstable internet connection in rural reg...2023-09-2034 min
Adventures In Legal TechLead Generation & Lead Intake for Law Firms with Joe GiovannoliJared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads. Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a discussion of its developing role in digitally marketing law firms 17:46 The importance of law firms needing to take an active role in setting their marketing vision 18:32 How to make a law firm's website as compelling as possible 26:17...2023-09-1531 min
Adventures In Legal TechAnatomy of a Partner Move with Anna SandersJared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved. Episode Highlights 04:31 Reasons why a law partner might consider moving firms 07:50 Challenges arising from conflicts of interest at a firm 10:39 Situations where entire teams or practice groups might move firms 14:29 How a recruiter helps law partners understand their business numbers to better present themselves to potential firms 18:11 How firms that are hiring typically share information publicly 23:22 Investigation into the efficacy of other social media platforms for career development...2023-09-0730 min
Adventures In Legal TechData Security Best Practices for Law Firms with Daniel ErskineJared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm. Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 The need for law firms to understand their technology and have a minimum, consistent level of expectation based on their size and the content of the information they handle 19:04 What you need to look for when evaluating your cyber...2023-09-0434 min
Adventures In Legal TechModernizing a Family Law Firm with Megan SheehanJared Correia spoke with Megan Sheehan, a law firm owner, about how she modernized a traditional family law practice. Episode Highlights 01:56 The history of Sheehan Associates, including its origins in Lexington, Massachusetts 09:27 The first major transition to tech within the firm by introducing a new billing system 15:41 Importance of gradual introduction of new technologies and why they're being implemented. 18:41 Using Calendly for scheduling and handling client intakes, engagement letters, and credit card authorizations via Myknes 23:36 The necessity of protocols for remote working 29:47 New cannabis law department called Green Path Legal 31:06...2023-08-3036 min
Adventures In Legal TechDocument Management with Keith VallelyJared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools. Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content 25:13 Tips on how to organize files in the cloud using Microsoft's platform and...2023-08-2433 min
Adventures In Legal TechWebsite Technology with Patrick CarverJared Correia spoke with Patrick Carver, a digital marketing expert, about law firm websites and related technology. Episode Highlights 04:35 Delving into high performing websites for search and its importance for businesses 10:01 Effect of brand names for law firms in terms of search and competition 19:20 Importance of practice area pages on a law firm's website for both Google's analysis and for potential clients 21:07 Patrick talks about the system being developed to push leads directly into the client's intake tool or CRM 23:37 Selecting and implementing CRM for law firms like Clio Grow and Lawmatics2023-08-1431 min
Adventures In Legal TechManaging a More Productive Law Firm with Technology with Christopher EarleyJared Correia talked with Christopher Earley who runs an efficient practice + brand using technology tools. Episode Highlights 02:15 What Christopher’s new show is all about 06:04 The importance of efficiency and productivity in his law firm 06:39 The role of data, CRM, and Lead Docket in their firm’s operations 09:34 Utilizing the usage of Lead Docket 12:10 The importance of client portals in enhancing the client experience 13:38 Using Podium to improve 16:20 Involving their staff in making important decisions in the firm 17:39 The entrepreneurial operating system (EOS) they are using at his firm, whic...2023-08-0829 min
Adventures In Legal TechLaw Practice Management Software with Joshua Lenon and Christopher LaffertyJared Correia talked to experts in the space about law practice management software + its value to law firms. Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation 17:03 How case management software has been impacted by the shift to virtual or hybrid practices 19:56 Benefits of centralized case management and the role...2023-07-2831 min
Adventures In Legal TechLegal Operations & Document ManagementJared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the challenges around secure document sharing, the importance of integrating seamless learning experiences into daily workflow, and utilizing features specific to a user's need for successful tech transitions. Episode Highlights 02:51 The weirdest thing the guests have ever eaten on vacation 04:57 Legal operational technology and...2023-07-2428 min
Adventures In Legal TechLegal Ethics & Wellness with Megan ZaviehJared Correia interviews Megan Zavieh, a legal ethics attorney, to talk about responsible AI use, managing technology's impact on mental health, and evaluating legal software. She emphasizes the importance of lawyers understanding and verifying AI-generated outputs, and not overly depending on the technology. To maintain mental health, she suggests taking breaks, meditating or participating in non-work activities to avoid burnout. Additionally, lawyers should ethically set communication boundaries with clients. Lawyers must also carefully assess new or non-mainstream technologies to ensure alignment with their ethical obligations. Episode Highlights 06:31 Discussion on how lawyers should use AI ethically, ensuring...2023-05-3132 min
Adventures In Legal TechDocument Management with Jill SchornackJared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for better collaboration, document sharing, and security. The conversation highlights the need for software vendors to support customers and users to effectively leverage these technologies in the legal sphere. Episode Highlights 01:18 Introducing guest Jill Schornack from Net Documents 03:16 AI, ChatGPT, and large language models and how technology...2023-05-2923 min
Adventures In Legal TechLaw Firm Financial Management - Strategies & Analytics with Brooke LivelyFor today’s episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-based software systems for efficient reporting and data tracking. Cathedral Capital assists law firms in setting up systems and determining data to monitor, ultimately helping firms grow and potentially transition from outsourcing to hiring in-house staff. Episode Highlights 03:25 Explaining Cathedral Capital's function as outsourced CFO fo...2023-05-1627 min
Everything Except the Law - Presented by Answering LegalAnnette Choti, Doug Brown & Jared Correia Return To The ShowEpisode 45 of the "Everything Except The Law" podcast has arrived! This time we're speaking with Annette Choti (Founder of Law Quill), Doug Brown (CLO at Summit Success) & Jared Correia (CEO at Red Cave Law Firm Consulting). In this episode, our expert panel and podcast host Nick Werker discuss the potential of AI and how it can be used by law firms, why lawyers need to be open to reaching out for help with their business, the best long-term investments attorneys can make for their firms and much more!About Our Guests:Annette Choti...2023-05-1257 min
Everything Except the Law - Presented by Answering LegalAnnette Choti, Doug Brown & Jared Correia Return To The ShowEpisode 45 of the "Everything Except The Law" podcast has arrived! This time we're speaking with Annette Choti (Founder of Law Quill), Doug Brown (CLO at Summit Success) & Jared Correia (CEO at Red Cave Law Firm Consulting).
In this episode, our expert panel and podcast host Nick Werker discuss the potential of AI and how it can be used by law firms, why lawyers need to be open to reaching out for help with their business, the best long-term investments attorneys can make for their firms and much more!
About Our Guests:
Annette Choti is an attorney of 20 years, and...2023-05-1257 min
Adventures In Legal TechLaw Firm Financial Management - Software Applications with Peggy GruenkeFor today’s episode, Jared welcomes legal tech expert Peggy Gruenke who discusses the advantages of using cloud-based accounting systems like QuickBooks Online and integrating them with Law Practice Management software. She highlights the importance of maintaining accurate data and the need for training law firms and bookkeepers to use these systems effectively. Peggy emphasizes the focus on financial management, tracking revenue and expenses, and monitoring KPIs such as billing and collections rates. She advises engaging a professional to assist with law firm accounting and finance for increased efficiency. Episode Highlights 04:23 Debate between QuickBooks De...2023-05-1231 min
Counsel to Counsel - Career Advice for LawyersChatGPT and Trends in Legal Marketing Technology-with Jared Correia I don’t spend a lot of time talking about technology on this podcast. But I use technology all the time to manage my business and to increase my marketing efficiency. In fact technology is a critical reason why I am able to operate as a solo and while I don’t have to outsource much of my own marketing. While I haven’t focused on technology on Counsel to Counsel, my interest in technology is actually high. And when the next shiny object comes into my consciousness, I’m often intrigued. In general, I’m not an ea...2023-04-0146 min
Adventures In Legal TechMarketing a Law Firm Like a Millennial with Giselle RodriguezFor today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her approach to marketing her practice, which combines both traditional and modern methods and using her presence in social media to help educate people on immigration and dispel any negative stigmas associated with it. Episode Highlights 01:26 Getting to kn...2023-03-1330 min
Adventures In Legal TechEthics for Legal Tech with Mark PalmerFor today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even the role of technology and AI. Mark highlights the importance of keeping clients informed, but also warned against the potential risks of giving away confidential information. Additionally, he advises to utilize a secure client portal for communication and data security, as well as reviewing privacy settings on sm...2023-02-2730 min
Adventures In Legal TechKPIs and Reporting for Law Firms with Mary JuettenFor today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs and reports but notes that legal-specific technology is not always necessary. Episode Highlights 01:58 What...2023-02-1025 min
Adventures In Legal TechBuilding a Technology Forward Personal Injury Law Firm with Brooks DerrickToday we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice. Episode Highlights Why Jared started a law practice and how he did it. - 2:58 Investing in Technology for a law firm. - 5:27 Integrating Pipedrive with Filevine for an improved Intake process. - 8:03 Starting with the Intake Pipeline. - 9:24 Automating the workflows and implementing KPIs w...2023-01-2729 min
Adventures In Legal TechTechnology and Management for an Immigration Law Practice with Josh GoldsteinJosh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space. Josh is the CEO of his law firm and has a law degree, but does not work in legal production. His responsibilities as CEO are to come up with a vision for the firm, a strategy, and to make key strategic decisions. He has a director of...2022-12-2329 min
Adventures In Legal TechCRM Software for Law Firms with Nikhita IyarFor a law firm to be more efficient in handling client information, can CRMs do the job? If you're looking for CRM software that can help your law firm get more efficient, this episode is for you. Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the...2022-09-2326 min
Adventures In Legal TechCRM Software for Law FirmsI talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices. Highlights March Madness: What happened to the NCAA tournament? - 3:05 What are the practical effects on operations of law firms focusing more on customer experience? - 5:21 Why is it important for law firms to have a dedicated CRM? - 6:46 Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43 The common mistakes that law firms are making with their intake processes. - 13:17...2022-04-1135 min
Adventures In Legal TechCreating Systems with Ernie SvensonJared welcomes Ernie Svenson for today's episode. Ernie assists small firm lawyers in developing automated, stress-free processes that allow them to get things done quickly — even while working remotely. He first learned about blog software in 2002, and he began to experiment with it to see if it was worthwhile to use and what it could accomplish. And there's always the tried-and-true "get your brain around technology by actually using it" method. Tune in to learn more about how automation works with paperless operations in law firms. Highlights: Ernie’s Svenson’s histor...2022-04-0625 min
Adventures In Legal TechReferral Marketing & Marketing Technology with Steve SecklerJared welcomes Steve Seckler of Seckler Legal Recruiting and Coaching for today's episode. Steve is a career counselor for attorneys with over 25 years of experience in marketing, career progression, and job transitions. He has assisted hundreds of lawyers in expanding their practices, enhancing their job satisfaction, and increasing their leadership effectiveness. Steve dedicated his legal career to helping lawyers in growing their practices and achieving success. After law school, he worked for a nationally recognized CLE leader, where he developed hundreds of continuing education events. He received mediation training and has worked with some of...2022-04-0428 min
Adventures In Legal TechSubscription Law PracticeFor today’s episode, Jared welcomes Jason Foscolo of Jason Foscolo PLLC. Jason is a Principal Attorney at Jason Foscolo PLLC, a unique firm on its own: It’s a subscription-based, general practice law firm that specializes in farm and food business. He’s been a practicing lawyer in the State of New York since 2002 and specializes in general counsel and legal services on food labeling compliance, commercial contracts, product recall management, liability, trademarks, and more. Currently serving as a Major in the New York Air National Guard, he is also a former Judge Advocate in the...2022-03-2325 min
Five Star Counsel PodcastTech Trends You Shouldn't Spend Money On (Yet) w/ Jess Birkin and Jared CorreiaIf you spend any amount of time online, you're getting bombarded with every new tech invention that's out there, but should you be investing any of your time as a lawyer in getting these new technologies invested and integrated in your business? I've brought back Jess Birken and Jared Correia, because they both have strong thoughts on how and when we should be integrating new tech. We tackle how lawyers should approach the metaverse, VR/AR, NFTs, Crypto, Web3, and subscriptions. It was fun sitting down with two frequent guests on the podcast and really...2022-03-2231 min
Adventures In Legal TechArtificial IntelligenceWhat’s the impact of artificial intelligence in the legal tech world and law practice? Should law firms and lawyers start incorporating AI into their practice? For this episode, Jared welcomes Catherine Casey and Nick Whitehouse. Together, they talked about their legal week experience, especially with Nick traveling all the way from New Zealand to attend the event. Jared, Catherine, and Nick also clarified bridging the gap between AI and the legal industry. They also touched on data management in the legal space, as well as the buzzworthy topics in the legal tech field. Lastly, Ja...2022-03-1828 min
Adventures In Legal TechTime, Billing and PaymentsCan technology make it easier for law firms to collect payments? For lawyers, how can it become easier for them to start tracking their time? For this new episode, Jared welcomes Scott Clasen, VP of ProfitSolv. ProfitSolv is a comprehensive suite of payments, billing, and software solutions for accounting, legal, and other professional services. Using their powerful and easy-to-use solutions, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. Scott talks about the different ways law firms can do a better job at capturing and keeping track of time. He...2022-03-1124 min
Adventures In Legal TechMyCase Special Episode with Jim McGinnisWith the advent of technology, will law firms move forward despite the pandemic? Jared welcomes Jim McGinnis, CEO of MyCase. MyCase is a premier cloud-based legal practice management software. It enables law firms to run efficiently from anywhere, provide an amazing client experience, and easily track firm performance in order to achieve their business objectives. In this episode, Jim explains the importance of technology to the law industry, especially during this pandemic. They also tackle some discourse on remote work and its future in the legal industry. Highlights Welcoming Jim, CEO...2022-03-0418 min
Adventures In Legal TechContract ManagementHow does acquisition take place? What are the factors that you need to consider when acquiring a business, especially the established ones? In today’s episode, Jared welcomes Cain Elliott, the VP of Market Expansion at Filevine. Cain shares about his love and passion for skiing and snowboarding as well as acquiring different businesses. He also talks about the process on how Filevine obtains different businesses: What the processes are and why is it important to make the acquisition. Highlights Who’s the guest today? - 1:11 Outlaw, the contract management platform. - 1:59 Icebreaker: Cain...2022-02-1821 min
Adventures In Legal TechDocument ManagementIn this episode, Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management. Lawyers spend so much time creating, maintaining, and managing documents. Document management increases productivity and efficiency within the law firm. Their conversation revolves around sub-topics: the process of managing workflows through software, the history and the future of document management, and a lot more! Tune in to streamline your firm’s document workflows and scale in no time. Highlights Starting off with Ground Ho...2022-02-1126 min
Adventures In Legal TechLaw Practice Management SoftwareWhat’s a Law Practice Management System? What’s the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead manag...2022-01-2835 min
Adventures In Legal TechThe Metaverse For Law FirmsIt is important for lawyers to stay on top of their game in terms of technology so what are the latest innovations in technology that law firms should adopt? Metaverse welcomes lawyers to help their clients in a more high tech way. To learn more about this new technology, Jared welcomes Mitch Jackson of Jackson & Wilson. Mitch talks about what metaverse is and why lawyers should start caring and use it. He also discusses the changes in technology to implement this innovation as well as the set up requirements for lawyers and firms. Highlights2022-01-2724 min
Adventures In Legal TechDigital Intake StrategiesWhat does it take for law firms and legal professionals to move from analog to digital? Is it a real requirement? For today’s show, Jared welcomes John Strohmeyer of the Strohmeyer Law PLLC and the voice behind the Five Star Counsel. Together, they talk about firms moving from analog to digital. John also discusses the high-touch approach and what he noticed over the years. He introduces the concept of having a Client Care Team as well as the different tools that law firms should be considering when catching up on technology. Highlights Me...2022-01-1323 min
Adventures In Legal TechMatter and Legal Spend Management SoftwareJared talked to Matt DenOuden and Sam Kidd on how to leverage matter and legal spend management software for in-house legal teams. Highlights What is the latest in the legal space? - 1:00 Value of leveraging software for managing matters - 4:40 Value Proposition Software on matter management of in-house legal teams - 6:15 How can software manage and control legal spending? - 7:42 Benchmarking legal insights - 10:45 How can we show value to the business? - 12:45 The help of software inside the legal department in making their case - 15:30 Pressures on legal teams - 17:23 Sam’s favorite software fe...2021-12-0828 min
Adventures In Legal TecheDiscovery SoftwareMore law firms are using the eDiscovery software for their electronic documents and information for litigation. It’s a solution that many legal professionals find easy to use and analyze data. But why are there still law firms that are not switching to eDiscovery software? Jared welcomes Steve Ankenbrandt, Brian McHughs, and Alisa McLellan. Together, they discuss the value of using eDiscovery software. Each guest also shares about their favorite eDiscovery feature. Also, Steve, Brian, and Alisa talk about the trends to watch for the software and how easy it is to implement it in a...2021-11-3031 min
Adventures In Legal TechCRM Software for Law FirmsDo law firms need to upgrade their tools and software? What’s the best option to use? Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at. Highlights Who today’s guests are. - 1:19 The appropriate time to start listening to Chr...2021-11-1038 min
Adventures In Legal TechAI in LegaltechArtificial intelligence or AI is proven to improve communication, sales, and customer service for different industries. It can ensure cybersecurity defense, improve data gathering analysis, and even engage employees and customers. Can it also improve the processes in the legal world? Jared welcomes Nick Whitehouse of Onit to talk about AI and how it can help improve legal firms. Nick answers several questions surrounding Artificial Intelligence and how it can give a competitive edge to a law firm. Highlights Why and how did the name AI Center of Excellence come about? - 1:38 Artificial...2021-11-0427 min
Adventures In Legal TecheDiscovery OverviewPrivacy and information security are two of the general practices that attorneys and law firms need to follow. Lawyers need to protect their communications with their clients from being disclosed to others. Gone are the days where law firms have to make copies, file, and store their data in large storage areas: with improvement in technology comes Electronic Discovery or eDiscovery. What is eDiscovery and what can it do for a firm? These are just two of the many questions that Dan Gelb answers. Together with Jared, Dan talks about the development of eDiscovery as...2021-10-2828 min
Adventures In Legal TechTime, Billing and PaymentsAccuracy in time and billing is important for law firms and attorneys. Technology can enable lawyers and law firms to accurately track their time, process billing, and receive payments for their services rendered. But the big question is: What’s the best technology to use? In today’s episode, Jared talks to Scott Clasen and Jordan Turk about the topics of Time, Billing, and Payments. Scott and Jordan answer the big question: “Should law firms start using e-payments?” They also discuss the alternative fee agreements and different payment funnels that attorneys and law firms can use as well as...2021-10-1432 min
Adventures In Legal TechBuying + Renewing Legal Research SoftwareLegal research is an important process for a lot of law firms. It helps check for legal precedents and can be used to look for answers to different legal questions. Jared welcomes legal research expert Rob Foil to talk about legal research and how technology helps legal research. Rob talks about the checklist that he’s following whenever he’s talking to law firms about making decisions on legal research. He also shared an important recommendation he’s always giving to clients: Knowing when you’re up for renewal and letting the other party know of the last day...2021-10-1129 min
Adventures In Legal TechContract Management SoftwareContracts are considered as a lifeline not only for lawyers but also for law firms. Without contracts, making and enforcing agreements may not happen. Believe it or not, about 83% of law firms and lawyers are not using contract management software to streamline their processes. Jared sits down with Rik Nauta, Will Reynolds, Jerry Levine and Kevin Miller to talk about using contract management software. Each guest talks about the different features of contract management software and how it can help different firms. Not only that, they also share different success stories of shifting to software...2021-09-3036 min
Adventures In Legal TechDocument Management SoftwareFor lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession. Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available. Highlights Introducing the phenomenal guests. - 1:18 It’s essential for modern law firms to manage documents using robust systems that are accessible to...2021-09-2334 min
Adventures In Legal TechLaw Practice Management SoftwareJared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software. Highlights Introducing the guests of today’s show. - 1:20 The main focus of today’s topic. - 2:03 Icebreaker: How’s your vacation? - 3:12 The latest trend in law practice management. - 10:31 Moving towards automation by using a case management system. - 15:34 What are th...2021-09-0837 min
Adventures In Legal TechKPIs in Law Firms with Gabriela Cubeiro and Evan ArmstrongJared talked to Gabriela Cubeiro of CasePeer and Evan Armstrong of FileVine about data analytics in law firms. Highlights Data analytics for law firms - 5:27 Focusing on clients - 8:24 Software providers - 11:26 The analytic side of software - 12:17 Reports to generate data - 16:53 KPI, what is that? - 22:10 Building a better and stronger team - 24:09 Future for law firms - 25:05 The best KPI process - 26:02 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal https://www.f...2021-08-1828 min
Adventures In Legal TechCybersecurityJared and Tom Lambotte discuss cybersecurity concerns and solutions for law firms. Highlights Cybersecurity is in the news every day - 1:41 What magnifies complexity - 10:23 You need cybersecurity training - 10:58 How you can protect yourself - 16:45 Understanding the threat - 18:01 Why people are unprotected - 19:21 Biggest reasons why so many firms are unprotected - 23:02 Business email compromise - 25:31 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Tom Lambotte https://www.securityplus.io/ 2021-08-1127 min
Adventures In Legal TechChoosing the Right TechJared and Emily talked about how to choose the right tech, without getting distracted by new, shiny objects. Highlights Getting so distracted by shiny objects - 2:12 Avoid buying new things - 3:19 Making proactive decisions - 7:14 How to choose technology effectively - 9:25 Making an appropriate investment - 10:36 Looking for a device that fits your needs - 11:32 Her main device - 14:48 The most essential software tools - 16:25 Using technology to delegate - 22:29 Tech is your friend - 23:51 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/i...2021-08-0633 min
Adventures In Legal TechDiscussing the Origin of the LegalTech NonEventJared talked with John Lerner, Cathy Kenton, and Brian Dalton about the LegalTech NonEvent. Highlights The genesis of the NonEvent podcast - 3:45 There are so many products in the market - 4:34 Making product recommendations - 5:42 Where they started - 7:00 Making NonEvent online - 13:56 A community of tech startup people - 20:47 Making informed decisions - 27:46 Loving tech - 28:22 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Cathy Kenton cathy@legaltechmg.com John Lerner lerner@breakingmedia.com Brian D...2021-07-2230 min
Adventures In Legal TechVetting and Maximizing Software Applications in the Law Firm EnvironmentJared talked with Tyler Smith about how to get legal software, and then get the most out of it, when you use it. Highlights Adopting the right legal tech for you - 2:03 How great it is being in Iowa - 2:47 How much time do you need to sell - 6:14 Planning is everything - 7:57 How to set revenue goals in this context - 8:56 One of Tyler’s favorite pieces of legal technology - 11:20 Using technology to manage staff - 16:00 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.li...2021-07-1419 min
Marketing News CanadaJared Correia (Red Cave Law Firm Consulting)The one where Darian interviews Jared from Red Cave.Sign up for the Marketing News Canada e-newsletter at www.marketingnewscanada.com.Follow Marketing News Canada:Twitter - twitter.com/MarketingNewsC2Facebook - facebook.com/MarketingNewsCanadaLinkedIn - linkedin.com/company/marketing-news-canadaYouTube - youtube.com/channel/UCM8sS33Jyj0xwbnBtRqJdNwWebsite - marketingnewscanada.com Follow Darian Kovacs:Website - jellymarketing.com/darianLinkedIn - linkedin.com/in/dariankovacsFacebook - facebook.com/d...2021-07-0836 min
Adventures In Legal TechBuy or Build Software in a Law PracticeJared talked with Raymond Asiimwe about whether to buy or build software for a law firm. Highlights How law firms can maximize technology - 1:35 Making decisions to put the right technology in your law firm - 2:38 Buying the shiny object - 4:33 How you decide as a law firm what technology you need - 9:23 Building the systems that we want - 10:43 How to decide who to hire - 14:34 A real mindset change for lawyers - 17:37 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia...2021-06-3023 min
Adventures In Legal TechLegal Tech Beefs with Gina BongioviJared talked to lawyer Gina Bongiovi about her legal technology beefs. Highlights Lawyers adopting technology - 2:05 There are a lot of promises for the legal tech - 2:51 Having some legal tech beefs - 4:41 Cloud-based technology - 5:51 Her beefs - 6:36 Communicating frequently with our clients - 8:36 A tech wish list for 2022 - 15:22 You need to start with your needs - 17:48 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Gina Bongiovi https://bongiovilaw.com/ gina@bongiovilaw.com 2021-06-1620 min
Adventures In Legal TechCustomer Relationship Management Software with Erik BermudezJared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs. Highlights CRM: Customer Relationship Management Software - 1:40 What allows a CRM - 2:05 CRM are cloud-based - 2:22 A lot of law firms are not using CRMs - 2:55 One of the biggest challenges that they have - 4:18 Having a CRM in place - 7:19 How legal operates - 10:13 Managing your leads better - 13:45 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal...2021-06-0317 min
Adventures In Legal TechProductization for Law Firms with Sankeetha SelvarajahJared interviewed an attorney who has built a platform for selling legal products = documents. Highlights Productization in legal - 1:44 The difference between services and products - 2:01 Alternative ideas for selling products - 5:17 Using estate planning documents - 7:01 Making sure that customers are happy - 9:22 A whole experience for the client - 10:13 Setting expectations - 14:21 There’s nothing wrong with launching a product - 16:08 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Sankeetha Selvarajah sankeetha@gmail.com 2021-05-1320 min
Adventures In Legal TechAI in LegalTechJared talked about definitions and uses for AI in the legal technology space. He talked about this topic with Nathan Wenzel from SimpleLegal and Alex Smith from iManage Highlights AI is simple and complicated at the same time - 2:13 AI: a misunderstood concept - 4:14 AI is just math - 6:16 Unsupervised and supervised machine learning - 9:18 What lawyers should be doing - 14:28 Ways to use AI - 16:28 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Nathan Wenzel nwenzel...2021-05-0520 min
Adventures In Legal TechTime, Billing and Payments for Law FirmsJared interviewed Scott Clasen of TimeSolv and Niki Black of MyCase about time capture, billing, and managing client payments for law firms. Highlights Having a new hobby from the pandemic - 2:46 Collecting payment information - 5:39 There’s no technology excuse right now - 8:29 New payment plans - 11:00 Payment processing tools - 12:42 The importance of e-payments - 16:30 Understanding the processing fees - 17:56 E-payments are not created equal - 18:46 The whole billing cycle - 21:00 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.co...2021-04-2121 min
Adventures In Legal TechContract Lifecycle ManagementJared talked with Jerry Levine of ContractPodAi about contract lifecycle management. ContractPodAi helps your team to do more, and do it better, in less time. They will help unify your organization with complete contract lifecycle management, from a library of contract templates simplified for any user to a fully integrated electronic signature. Highlights Contract management software - 1:09 Doing it for 15 years - 2:15 A product for legal technology - 2:31 Trying to figure out how to solve a problem - 5:03 Making a discovery - 6:47 A day of discovery - 7:30 What does contract lifecycle management means - 8:22 The...2021-03-3121 min
Adventures In Legal TechDocument Management Software in the Legal SpaceJared interviewed several vendors on the topic of document management software in the legal space. Highlights Presenting the guests’ of today’s episode - 2:03 A word processing tool - 4:00 One of Jared’s favorite subjects and how it works - 5:17 Personalizing the document - 6:26 About document assembly - 7:56 What's the Portable Document Format (PDF) - 8:37 PDF as a tool - 9:39 The security benefits of using PDFs - 10:19 Combining reporting and management systems - 11:39 The notion of a system of records - 12:53 The best document management system tip - 16:36 Using document management tools - 18:05 Episode Resour...2021-03-1721 min
Adventures In Legal TechLaw Practice Management SoftwareJared interviewed three vendors on the features of law practice management software. They explain the software and why it’s important. Highlights Technology conversations direct to lawyers - 0:40 Law practice management software - 2:21 Rohit’s insights about law practice management software - 3:43 Collaboration is essential - 4:41 Joshua’s insights about becoming “centralized” - 5:58 Migration and onboarding are two different things - 7:34 Learning the tool and how to maximize the tool - 8:40 A point of inflection for legal - 11:11 Clients do not want to go back to the “old way” - 14:15 Using a cloud-based software - 15:32 What happens when y...2021-03-1027 min
Ask Canada Immigration Lawyer Evelyn AckahLegal Entrepreneur Evelyn Ackah Talks With Jared Correia, Co-founder and COO of Gideon LegalBusiness immigration lawyer and legal entrepreneur Evelyn Ackah, host of the Ask Canada Immigration Lawyer podcast, recently spoke to Jared Correia, founder and COO of Gideon Software, Inc. which offers intelligent chatbots, messaging and predictive analytics software built exclusively for law firms. A former practicing attorney in the United States, Jared D. Correia, Esq. is the CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting and technology services for solo and small law firms. He is also the host of the Legal Toolkit podcast and speaks frequently at industry events. Some...2021-01-1222 min
BE THAT LAWYERJared Correia: Content Marketing for LawyersIn this episode, Steve Fretzin and Jared Correia discuss:Marketing and intake strategies for lawyers.How Gideon Software can assist lawyers and law firms.Putting the effort into marketing consistently.Asking for referrals and talking about what you do. Key Takeaways:Physically track your day and find out where you can uncover personal inefficiencies. As you add personal efficiency to your day, there’s a better chance it’ll trickle down to other people.You don’t have to be a slave to the 9-to-5 schedule. Make your schedule fit with what works for you, wh...2020-12-1429 min
Daily Matters: The changing face of the legal industryEpisode 20: Jared Correia, CEO at Red Cave Law Firm Consulting“The lawyers who are going to succeed and going to thrive are making changes right now,” says respected legal technology columnist, consultant, and startup founder Jared Correia. Don’t miss this in-depth discussion between Jared and Clio CEO Jack Newton, as they share deep and meaningful insights about how to be efficient while working from home; which oft-neglected business areas law firms should prioritize right now; why many law firms still don’t understand the gravity of the COVID-19 crisis; and what all this means for the future of the profession. Jared D. C...2020-04-2138 min
Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you loveJared Correia | The Power of Content Marketing to Attract Ideal ClientsIn today’s episode, we sit down with Jared Correia, CEO of Red Cave Law Firm Consulting, host of the Legal Toolkit podcast, and author of Twitter In One Hour For Lawyers. Red Cave Law Firm Consulting provides subscription-based business management consulting for lawyers and law firms and additionally provides chatbot software for attorneys.In this episode, we chat with Jared about chatbots, creating high-value content, and what he’s learned from more than a decade of podcasting, as well as…Twitter in one hour for lawyersContent marketing and social media marketingWhat style of content is bes...2020-03-2545 min
The 80/20 PrinciplePractice Management Challenges with Jared CorreiaPractice management advisor Jared Correia is back again to discuss how solo & small firm lawyers can meet the common challenges of growing their practices. Show Notes Prior episode with Jared Correia (#47) Red Cave Consulting (Jared’s website) The Trillion Dollar Coach, by Eric Schmidt Ernie’s blog posts on Systems General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Foll...2019-07-0242 min
The Resilient Lawyer with Jeena ChoRL 93: Jared Correia — Business Management: Looking at the Modern Day Lawyer Through an Entrepreneurial LensIn this episode, I am excited to have Jared Correia on to talk about looking at our law firms from the business aspect and how to grow them without driving ourselves insane. Jared Correia is the CEO of Red Cave Law Firm Consulting. A former practicing attorney, Jared has been advising lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, and he regularly contributes to legal publications, including his columns for Attorney at Work and Lawyerist. Jared is also the host of The Legal Toolkit podcast on...2018-07-1600 min
Lawyers Gone EthicalThe Benefits of Preemptively Auditing Your Law Practice Management with Jared CorreiaThe better your law practice is managed, the less likely you are to fall short on even basic ethics duties like competence, diligence, and communication. That’s why audits of your law firm technology, marketing, and practice management are so important. In this episode, I’m joined by Jared Correia, Founder and CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting and technology services for solo and small law firms. What We Discuss in This Episode: Why workload overwhelm, not intentional misbehavior, is what often causes lawyers to run in...2018-05-0151 min
The Law EntrepreneurEp. 65 - How Virtual Practices Lower Overhead & Drive Revenue - with Jared CorreiaNeil chats with Jared Correia. He is the Founder & CEO of Red Cave Consulting, a subscription-based business management and consulting practice for solo practitioners and small law firms. He shares how lawyers can apply systems that drive efficiency (and revenue), why we should be designing practices with the end in mind, and how firms can lower their overhead by leveraging technology & remote employees.Resources: Learn more about Red Cave Consulting American Bar Association’s Twitter in One Hour for Lawyers by Jared Correia 2017-05-2951 min
Solo Practice University® Guest LecturesAudio: New Solo Attorney FAQs with Jared CorreiaNew Solo FAQs with Jared Correia Often times new solos are afraid to publicly ask the important questions about starting a solo practice because they are concerned others will mock them for not knowing what is often considered basic. Jared Correia hears these questions all day long, often times two and three times in the […]Written by Susan Cartier Liebel2012-01-1000 min