#77: CLIO Con 2023: Third-Party Apps, CLIO and More, with Shubham Datta
Release Date: 11/28/2023
🎙️ Ep. 104: The Importance of Data Backup & Cybersecurity w "Mr. Backup", Curtis Preston!
The Tech Savvy Lawyer
Our next guest is Curtis Preston, AKA "Mr. Backup". Curtis is a backup and cyber recovery expert, author, podcast host, and technical evangelist for S2Data.com, a firm specializing in helping companies leverage their legacy data. He has been working in the space since 1993 and has written four books on the subject: Modern Data Protection, Backup & Recovery, Using SANs and NAS, and Unix Backup & Recovery. He joined us today to talk about the importance of cybersecurity for lawyers. Join Curtis and me as we talk about the following three questions and more! What are the top three things...
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🎙️ Ep. 103: Mastering Briefs – How TypeLaw Transforms Legal Writing and Compliance.
The Tech Savvy Lawyer
In this episode, Chris Dralla, co-founder & CEO of TypeLaw, shares his journey from the legal profession to developing the AI-powered platform that assists with court brief formatting and compliance. He discusses the platform's features, including citation checking, table of contents creation, and dynamic editing. Chris explains how TypeLaw helps save lawyers 20-40 hours per brief by handling technical aspects and ensuring compliance with local court rules. This allows lawyers to focus on more meaning tasks. He also emphasizes the platform's security measures, compatibility with multiple...
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🎙️ Ep. 102: From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI.
The Tech Savvy Lawyer
Welcome back , the CEO and Founder of LawDroid, a legal tech pioneer revolutionizing law firms with AI-driven solutions! Today, Tom explains how LawDroid has evolved from classical AI to incorporating natural language and generative models. He highlights its hybrid platform, AI receptionists, and automation features. He discusses AI-driven legal research and document management, stressing accuracy through retrieval-augmented generation. Tom advises lawyers to see AI as a collaborator, not an infallible tool, and to manage expectations about its capabilities. Join Tom and me as we discuss the...
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🎙️ Ep 101, Unpacking Tech Travel Tips with Globetrotting Pro, Pete Harman, your essential guide toward connectivity on the go!
The Tech Savvy Lawyer
Our next guest is Pete Harmon. Pete is not just a veteran and an experienced pilot for a major air delivery service with decades of travel experience but also the co-host of the long-running "Mac Geek Gab" podcast and the creator of "So There I Was," an aviation-focused storytelling podcast. In this episode, Pete shares his wealth of knowledge on staying connected while traversing the globe. His insights are particularly valuable for legal professionals who need to maintain seamless communication and productivity, whether they're traveling locally, across state lines, or internationally. From...
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Episode 100: Guest Host Carolyn Elefant Catching Up with Your Tech-Savvy Lawyer Blogger And Podcaster!
The Tech Savvy Lawyer
In this special 100th Episode, guest host Carolyn Elefant catches up with your tech-savvy lawyer, blogger, and podcaster. We discuss my current tech setup, how technology is changing legal practice, and the impact of AI on client communication and law work. We also discuss practical tips for using tech tools effectively to improve efficiency and strengthen client relationships. This milestone episode is full of insights for lawyers, judges and legal practitioners looking to stay ahead in legal tech! Join Carolyn and me as we discuss the following three questions and more! How have some of the...
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Episode 99: Navigating the Intersection of Law Ethics and Technology with Jayne Reardon
The Tech Savvy Lawyer
Meet Jayne Reardon, a nationally renowned expert on legal ethics and professionalism who provides ethics, risk management, and regulatory advice to lawyers and legal service providers. Jayne is an experienced trial lawyer who has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. She also sits on the national roster of the American Arbitration Association for Commercial and Consumer Arbitration. Moreover, she is a certified neutral in the Early Dispute Resolution Process. Jayne's experience includes service as Executive Director of the...
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🎙️Ep. # 98 - Streamlining Legal Workflows. Michael Anderson, Chief Product Officer at FileVine on LPM Evolution.
The Tech Savvy Lawyer
Michael Anderson, Filevine's CPO, shares insights into transforming legal practice management with technology. Highlighting Filevine's client-matter-centric approach, he reveals how it streamlines legal tasks, avoids context-switching, and embraces AI for efficiency. Predicting an all-in-one AI-driven future, he invites listeners to explore Filevine's transformative impact through today's conversation! Join Michael and me as we discuss the following three questions and more! What are the top three software expectations a lawyer should expect from their LPMs? What are the top three practical...
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🎙️ Ep. #97, Mastering your Law Practice Management Software with Val Reason of Vineskills!
The Tech Savvy Lawyer
Any legal practitioner looking to increase productivity, optimize workflows, and improve client service may find switching to a new law practice management (LPM) program to be a daunting but necessary step. However, to guarantee a successful migration, the procedure necessitates meticulous planning along with an understanding of key technological elements. Val Reason is an optimizer at Vineskills, a tech and legal business process expert. She works with law firms to assist them maximize Filevine's capabilities so they may increase operational effectiveness and enhance case management...
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🎙️Episode 96: Looking Into the Future of Law with Filevine Legal Futurists!
The Tech Savvy Lawyer
🎙️Episode 96: Looking Into the Future of Law with Filevine Legal Futurists! Join me as I report from Filevine’s 2024 Lex Summit in Salt Lake City, Utah. Filevine, a leading legal work platform, empowers over 125,000 professionals daily with tools for document management, billing, and analytics. Recognized in 2024 for its growth, Filevine envisions a seamless intersection of legal work, technology, and business. I talk with Filevine’s Zach Brenner, Dr. Cain Elliot and Emily Lippencott as we discuss how the Filevine platform emphasizes client-focused solutions, change management,...
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Ep. # 95, Revolutionizing Immigration Law and Law Practice as a Whole, Tech Strategies for Modern Attorneys, my conversation with Ruby Powers.
The Tech Savvy Lawyer
This week’s episode features Ruby Powers, a board-certified immigration attorney, author, speaker, small business owner, law practice management consultant, and podcaster. She is the founder of Powers Law Group, a Houston-based, full-service immigration law firm. She provides comprehensive services such as family immigration, employment-based immigration, consular processing, asylum, deportation, and waivers of inadmissibility. She joined us today from Salt Lake City, Utah just after the 2024 Lex Summit to talk about her current tech setup and share some suggestions for those transitioning...
info_outlineOur 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/