Transfer Station: Success at Succession Planning and a LegalTech Adoption Update with Donna Brown and Jaclyn McDuffey

I spoke to a member of a legaltech implementation & customization firm - the former owner & the new owner, as we spoke about the state of legal software & AI.   Episode Highlights 03:29 - Donna and Jackie offer tech solutions. 04:01 - Importance of customized tech stacks. 06:01 - Evolution from limited to vast legal tech. 09:17 - Jackie on internal transitions and recruitment. 11:48 - The growing allure of Oklahoma City. 14:44 - Shift towards alternative legal billing. 20:51 - AI’s role in law firm billing discussions. 25:15 - Automation’s impact on billing approvals. 29:37 - Consolidation trends in Legal Tech.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Donna Brown and Jaclyn McDuffey https://www.beyondsquareone.com/   

I spoke with a business attorney who works for corporations and handles crisis litigation about his practice.   Episode Highlights 03:06 - Importance of technology in managing court deadlines. 06:43 - Evolution and significance of docket calendaring. 08:52 - Insights into selecting travel bags for lawyers. 09:36 - Recommendations for travel gadgets and mice. 10:28 - Sports memorabilia collecting insights. 12:07 - Favorite sports memorabilia pieces. 14:05 - Concept of crisis litigation explained. 17:11 - Handling chaotic legal situations. 19:07 - Working with corporations and honest communication. 21:37 - Key to maintaining lawyer-client relationships. 23:14 - Personal management style advice for lawyers.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Adam Hersh https://bluechip.law/ourteam/adam-hersh/ 

I talked with my guest about adopting and managing legal technology with an eye toward law firm ethics.   Episode Highlights 03:51 - Essential Legal Tech Tools 06:00 - Vendor Partnership Program at alps 06:51 - Wire Fraud and Its Risks 07:59 - Deepfake Scams in Transactions 09:23 - Technology Integration Challenges 10:05 - Importance of Tech Training 13:23 - Tech Adoption Barriers for Lawyers 15:28 - Vetting Tech Vendors for Security 18:11 - Younger Lawyers and Tech Challenges 19:29 - Importance of Processes and Workflows 20:47 - Vetting Software for Risk Reduction 25:51 - Selecting Malpractice Insurance 27:59 - Necessity of Cyber Insurance   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Rio Laine https://www.alpsinsurance.com/   

I spoke with a long-time employee of LexisNexis, about where AI search is, and where it's going.   Episode Highlights 02:51 - Google or general AI tools vs. Lexis AI for legal research. 03:53 - Generative AI assistant “Protege” by LexisNexis. 05:08 - Lexis Plus AI’s approach to addressing hallucinations. 09:08 - Evolution of legal tech over the years. 10:32 - Legal industry’s AI adoption increases. 12:14 - Simon’s personal journey at LexisNexis since 1999. 18:28 - Importance of user-focused AI tools at LexisNexis. 20:03 - AI-driven workflow strategies in legal research. 24:09 - Less known Lexis features: Search-tree explanation.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Simon Weierman https://www.linkedin.com/in/simonweierman/   

I spoke with a lawyer and clinical law professor about the impact of AI in the deposition space & elsewhere in legal.   Episode Highlights 05:02 - Frictionless deposition process with AI. 08:48 - Educating lawyers beyond law school. 11:50 - Introducing Transcript Genius: AI in depositions. 16:13 - AI’s potential to revolutionize legal education. 21:08 - Balancing traditional skills and AI enhancement. 25:25 - Next-gen law firms empowered by AI. 29:39 - The future impact of AI on the legal industry.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Joe Stephens https://steno.com/   

I spoke with a legaltech consulting veteran, who has lots of thoughts about the current state of technology implementation in law firms + how AI is changing the way attorneys operate.   Episode Highlights 02:00 - Effective solutions for technology issues. 05:35 - Solo attorney overwhelmed by marketing success. 06:09 - Embracing AI before hiring staff. 07:40 - Advancing legal tech adoption. 09:23 - Big firm inefficiencies as a small firm advantage. 10:56 - Past the paperless office era. 12:19 - The significance of the cloud for AI advancement. 14:00 - Encouragement to explore beyond generative AI. 16:34 - Custom GPTs for tailored tasks. 18:17 - Perspective on cruises and travel. 20:15 - Utilizing smartphones to the fullest. 23:22 - Psychology of technology resistance. 25:29 - Disciplined technology adoption. 28:00 - Digital nomad lifestyle for lawyers. 30:15 - Importance of password managers.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Ernie Svenson https://ernietheattorney.net/  https://www.linkedin.com/in/ernieattorney/   

I spoke with an attorney who aggressively implements AI in his law firm, and teaches other lawyers to do the same.   Highlights 09:03 - AI and Prompt Engineering 18:46 - Perplexity and AI Search Engine 21:03 - Perplexity Partners with Legal Zoom 24:02 - Federal Regulations on AI 28:36 - Tools to Start with AI in Legal Practice   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Josh Noffke https://www.brasstacksai.com/  https://www.linkedin.com/in/joshnoffke/   

I talked with an expert in the space about how law firms adopt and customize or transition between case management software.   Highlights 02:07 - Importance of addressing people and technology roadblocks. 03:10 - Modern to modern case management transition. 06:56 - The role of bookkeepers as roadblocks. 11:13 - Addressing partners who resist tech adoption. 15:50 - The critical first step in evaluating software. 17:45 - Adriana’s unexpected journey into owning a perfume shop. 24:25 - Increasing efficiency with case management systems. 26:32 - The necessity of using Microsoft 365 and Copilot. 31:33 - Exploring new PDF tools with Adobe AI. 35:39 - Integrating AI smartly into legal practices. 36:47 - The potential of AI for administrative tasks.   Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Adriana Linares https://www.lawtechpartners.com/  https://madameaucoinperfume.com/ https://madameaucoinperfume.com/   

I talked with an expert on managed IT services for law firms about the state of the industry.   Episode Highlights 04:02 - The emergence of managed service providers. 05:02 - Affordable tech solutions for law firms. 06:39 - Three essential aspects of law firm tech: functionality, accessibility, security. 07:59 - Legal industry survey insights. 09:19 - Law firms’ cautious adoption of AI. 12:39 - Irish cultural discussion: Playwrights and sports. 13:56 - Description of the sport of Hurling. 17:39 - Importance of strategic IT planning for law firms. 21:40 - Encouragement for proactive IT management. 27:07 - AI in managed service providers. 31:41 - Creating policies around AI use in law firms. 35:39 - Growing risks of cybersecurity due to AI advances. 39:49 - Current investments in cybersecurity. Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Darragh Fitzpatrick https://www.tabush.com/  https://www.linkedin.com/in/darraghfitzpatrick/   

I spoke with the founder of a document assembly program about the latest software upgrades in the space.   Episode Highlights 05:40 - Eric Burdon’s document drafting woes 09:47 - Genesis of Office and Dragons 18:52 - Importance of tailored document automation 21:22 - Limitations and role of AI in law 23:30 - Ensuring accuracy with AI-assisted processes 28:17 - Future of document assembly and legal tech Episode Resources Connect with Jared Correia [email protected]  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Samuel Smolkin [email protected]  https://www.officeanddragons.com/  https://www.litera.com/