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

🎙️ Ep. 112: How Judges and Lawyers Can Use AI Wisely: Judge Scott Schlegel on Best Practices, Pitfalls, and The Future of Legal Tech.

The Tech Savvy Lawyer

My next guest is the Honorable Judge Scott Schlegel, a nationally recognized judicial innovation and technology leader. With extensive courtroom and technological experience, Judge Schlegel offers valuable insights into how attorneys can effectively leverage artificial intelligence and legal technology to enhance their workflows. He emphasizes the importance of avoiding common pitfalls while maintaining the highest standards of professional responsibility. Judge Schlegel also underscores the critical need to keep the human in the loop, advocating for a balanced approach that upholds efficiency...

🎙️ Ep. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition.

The Tech Savvy Lawyer

Our next guest is Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition and CEO of Querious. She shares how lawyers can use AI tools like Querious to make client interactions better and more efficient without losing their personal touch. She explains the common challenges lawyers face in client conversations that led to the creation of Querious. Hilary also discusses the steps Querious has taken to address lawyers' concerns about security, privacy, and ethics, ensuring the platform follows professional rules and keeps client information safe. Join Hilary and me as we discuss...

🎙️ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live!

The Tech Savvy Lawyer

Join me as we talk with, Katie Fawkes, Director of Marketing at Ecamm. We discuss how lawyers can leverage Ecamm, a live streaming and video production studio for Mac, to enhance their practice. She outlines the top three ways legal professionals can use Ecamm, including remote depositions and virtual hearings. The discussion compares Ecamm to Zoom, highlighting Ecamm’s advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how...

🎙️ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law.

The Tech Savvy Lawyer

I'm joined by Jacqueline Schafer, Founder and CEO of Clearbrief.ai. Jacqueline shares key insights into how legal professionals can effectively leverage AI. She outlines three essential expectations from legal AI assistants: robust security, accurate and verifiable citations, and seamless integration into legal workflows. Jacqueline addresses common misconceptions about AI, encourages responsible use, and highlights Clearbrief's unique features, including its seamless integration with Microsoft Word and AI-driven document analysis. With a focus on ethics, usability, and innovation, Jacqueline...

🎙️Ep. 106: How Lawyers Can Protect Client Data in the Age of AI - A conversation with Erich Dylus!

The Tech Savvy Lawyer

Our next guest is Erich Dylus, an attorney and programmer who founded Varia Law, a consulting and programming firm focused on autonomous technology, and CamoText, a fully offline text anonymization tool for secure and compliant AI workflows. In this episode, Erich shares practical strategies for protecting client data in the age of AI, explains how CamoText helps lawyers anonymize sensitive information before using large language models (LLMs), and outlines best practices for maintaining confidentiality. He also offers clear advice on choosing the right AI LLM for specific legal tasks. Tune in...

🎙️Ep. 105: Cat Moon on Mindsets, Tech, and The Future Of Law!

The Tech Savvy Lawyer

Meet Cat Moon, Co-Director of the Vanderbilt AI Law Lab, legal educator, and a leading innovator in legal tech. Today, Cat shares strategies to encourage lawyers and students to embrace innovation, emphasizing the importance of curiosity, collaboration, and experimentation. She discusses handling resistance to technology, cultivating critical tech mindsets, and tailoring tools to individual needs. Cat highlights her favorite platforms, such as ChatGPT and Slack. She also explores emerging technologies such as generative AI and quantum computing and underscores lawyers' ethical responsibilities...

🎙️ 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...

🎙️ 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...

🎙️ 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...

🎙️ 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...

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: