#78: Tech Innovations in Legal Practice: Interview with Karen McDonald from Wise Owls
Release Date: 12/12/2023
The Tech Savvy Lawyer
Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a...
info_outlineThe Tech Savvy Lawyer
After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the , solidifying his impact on legal innovation. In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and...
info_outlineThe Tech Savvy Lawyer
Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “” and a recent recipient of the . Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago. In our conversation, we cover the following: [02:14] Tech Show Takeaways: AI in Legal Innovation [07:27] Beyond Billable Hours:...
info_outlineThe Tech Savvy Lawyer
Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various...
info_outlineThe Tech Savvy Lawyer
Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology! As the VP of Strategic Partnerships at Filevine, Erik brings...
info_outlineThe Tech Savvy Lawyer
info_outlineThe Tech Savvy Lawyer
Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition. Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she...
info_outlineThe Tech Savvy Lawyer
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 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...
info_outlineThe Tech Savvy Lawyer
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...
info_outlineThe Tech Savvy Lawyer
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,...
info_outlineKaren 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!
- What are the top three tech tools that attorneys underutilize besides CRMs in their law practice?
- What are the top three things attorneys should look for in an online CRM?
- 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