Libsyn Directory

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez!

The Tech Savvy Lawyer

Release Date: 02/20/2024

TSL.P Labs Bonus: Google AI Discussion: Everyday Tech, Extraordinary Evidence: Smartphones, Dash Cams, and Wearables as Silent Witnesses in Your Cases ⚖️📱

The Tech Savvy Lawyer

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this Tech-Savvy Lawyer.Page Labs episode, our Google AI hosts unpack our and discuss how everyday devices—smartphones, dash cams, wearables, and connected cars—are becoming “silent witnesses” that can make or break your next case, while walking carefully through on competence, candor, privacy, and preservation of digital evidence. In our conversation, we cover the following: 00:00 – Welcome to The Tech-Savvy Lawyer.Page Labs Initiative and this week’s...

🎙️ Ep. #129, Why Lawyers Should Podcast in the Age of AI: Live Roundtable from Podfest 2026 🎙️⚖️

The Tech Savvy Lawyer

In this special episode, recorded live from Podfest 2026 in Orlando, FL at the Renaissance Marriott Hotel near SeaWorld, I was able to gather several attendees who are in the legal world—lawyers and legal industry marketers—to talk about why lawyers should podcast and more! 🎙️ Our roundtable features Dennis “DM” Meador (Legal Podcast Network), Louis Goodman (Love Thy Lawyer), Robert Ingalls (Lawpods), Wendi Wittner (The Writing Guru), and Elizabeth Gearhart (Passage to Profit / Gearhart Law), each bringing deep experience in podcasting, legal marketing, and personal branding for...

🎙️ Ep. #128: Building a Tech-Forward Law Firm: AI Intake, CRM Strategy, and Client Experience with Colleen Joyce!

The Tech Savvy Lawyer

My next guest is Colleen Joyce, CEO of Lawyer.com, a company that connects over 1 million consumers monthly with qualified attorneys across the country. With nearly 20 years of experience transforming how law firms market themselves and manage their operations, Colleen has seen what works and what doesn't when it comes to legal technology adoption. 🚀 Join Colleen Joyce and me as we discuss the following three questions and more! What are the top three non-negotiable technologies? Beyond the essential lead generation that Lawyer.com provides, what specific CRM automations, financial...

🎙️Ep. 127: Mastering Legal Storytelling and AI Automation with Joshua Altman 🎙️⚖️

The Tech Savvy Lawyer

OUR next guest is Joshua Altman, the Managing Director of Beltway.Media, a DC-based communications firm that specializes in helping brands cut through the noise. A former multimedia journalist for The Hill, Joshua spent several years covering high-stakes federal policy and election cycles from the front lines. Today, he translates that newsroom pace into strategy for professional services firms, startups, and federal agencies. He joins me to discuss why storytelling isn’t just a marketing buzzword—it’s a critical operating system for modern law practice. Join Joshua Altman and me as we...

🧪🎧 TSL Labs Bonus Podcast: Open vs. Closed AI — The Hidden Liability Trap in Your Firm ⚖️🤖

The Tech Savvy Lawyer

Welcome to TSL Labs Podcast Experiment. 🧪🎧 In this special "Deep Dive" bonus episode, we strip away the hype surrounding Generative AI to expose a critical operational risk hiding in plain sight: the dangerous confusion between "Open" and "Closed" AI systems. Featuring an engaging discussion between our Google Notebook AI hosts, this episode unpacks the "Swiss Army Knife vs. Scalpel" analogy that every managing partner needs to understand. We explore why the "Green Light" tools you pay for are fundamentally different from the "Red Light" public models your staff might be using—and...

🎙️ TSL LABs 🧪 Bonus: From Cyber Compliance to Cyber Dominance: What VA's AI Revolution Means for Government Cybersecurity, Legal Ethics, and ABA Model Rule Compliance!

The Tech Savvy Lawyer

In this TSL Labs bonus episode, we examine how the Department of Veterans Affairs is leading a historic transformation from traditional compliance frameworks to a dynamic, AI-driven approach called "cyber dominance." This conversation unpacks what this seismic shift means for legal professionals across all practice areas—from procurement and contract law to privacy, FOIA, and litigation. Whether you're advising government agencies, representing contractors, or handling cases where data security matters, this discussion provides essential insights into how continuous monitoring, zero trust...

🎙️Ep. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger

The Tech Savvy Lawyer

Our next guest is Nick Tiger, Associate General Counsel at Pearl.com, Nick shares insights on integrating AI into legal practice. champions AI and human expertise for professional services. He outlines practical uses such as market research, content creation, intake automation, and improved billing efficiency, while stressing the need to avoid liability through robust human oversight. Nick is a legal leader at Pearl.com, partnering on product design, technology, and consumer-protection compliance strategy. He previously served as Head of Product Legal at EarnIn, an earned-wage...

🎙️ TSL Labs 🔬 Bonus Podcast: Google’s Notebook LLM “Deep Dive” on December 1st, 2025, editorial on the the Lawyer’s Defense Against Holiday Scams and ‘Bargain’ Tech Traps!

The Tech Savvy Lawyer

Listen in as Google's Notebook LLM provides an AI-powered conversation unpacks our December 1st, 2025 editorial examining how the holiday digital marketplace transforms into a lucrative hunting ground for device compromise and credential theft. We explore why attorneys and paralegals—trained to spot hidden clauses and anticipate risk—often abandon professional skepticism when faced with shiny gadgets bearing 70% off stickers. Our discussion arms you with actionable strategies to protect your practice, safeguard client confidentiality, and prevent the kind of security breaches that trigger...

📻 BONUS/SHOUT OUT/REPOST: Your The Tech-Savvy Lawyer.Page Blogger/Podcaster Appears on Law Practice Today Podcast With Terrell Turner To Discuss Essential Tips for Managing Trust Accounts in Small and Solo Law Firms!

The Tech Savvy Lawyer

🙏 Special Thanks to Terrell Turner and the ABA for having me on the Law Practice Today Podcast, produced by the of the . We have an important discussion on trust account management. We cover essential insights on managing trust accounts using online services. This episode has been edited for time, but no information was altered. We are grateful to the ABA and the Law Practice Today Podcast for allowing us to share this valuable conversation with our audience. 🎯 Join Terrell and me as we discuss the following three questions and more! What precautions should lawyers using...

🎙️🎁 TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys — Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!

The Tech Savvy Lawyer

🎯 In this TSL Labs Bonus episode, we are experimenting with Google’s Notebook LLM to do a “Deep Dive” on our November 24th editorial on the ultimate 2025 tech gift guide for attorneys. We use this AI-powered conversation to unpack the key themes, ethical challenges, and actionable recommendations. Whether you're a solo practitioner, big law associate, or tech-curious partner, this episode delivers expert-curated insights on gadgets, AI tools, and must-have devices that support technological competence as a professional obligation. If you're a busy legal professional seeking practical...

More Episodes

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 a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research.

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

What are the top three ways attorneys should expect their client relations management/ law professional management platforms, like Filevine and Lead Docket, to seamlessly work with a third party?
What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them?
What are the top three tech tools lawyers can use for online marking?

In our conversation, we cover the following:

[01:22] Erik's Simple Tech Setup

[06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform

[14:11] Balancing AI and Human Touch

[20:34] Key Data Points for CRM and PMS Collaboration

[21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition

[24:18] Convincing Busy Lawyers to Embrace Technology

[27:21] Tailored Technology: Law Firms with Personalized Workflows

[34:33] Mastering Online Marketing: Essential Tools for Law Firms

[39:56] Connect with Erik

Resources:

Connect with Erik: