The Tech Savvy Lawyer
The TechSavvyLawyer.Page Podcasts are interviews with Judges, Lawyers, and other professionals discussing utilizing technology in the practice of law. Each guest will be asked three questions and provide their three best answers to each question asked. There is no right or wrong answer as each answer may not be the right one for you. But, it may springboard an idea and help you in your own pursuit of the business we call "practicing law". I'm your host, Michael D.J. Eisenberg, the Tech-Savvy Lawyer at the TechSavvyLawer.Page. Please join us for interesting conversations enjoyable at any tech skill level! (New Episodes will be released about every two Tuesdays.)
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๐งช๐ง TSL Labs Bonus Podcast: Open vs. Closed AI โ The Hidden Liability Trap in Your Firm โ๏ธ๐ค
12/19/2025
๐งช๐ง TSL Labs Bonus Podcast: Open vs. Closed AI โ The Hidden Liability Trap in Your Firm โ๏ธ๐ค
Welcome to TSL Labs Podcast Experiment. ๐งช๐ง 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 usingโand why treating them the same could trigger an immediate breach of ABA Model Rule 5.3. From the "hidden crisis" of AI embedded in Microsoft 365 to the non-negotiable duty to supervise, this is the essential briefing for protecting client confidentiality in the age of algorithms. In our conversation, we cover the following: [00:00] โ Introduction: The hidden danger of AI in law firms. [01:00] โ The "AI Gap": Why staff confuse efficiency with confidentiality. [02:00] โ The Green Light Zone: Defining secure, "Closed" AI systems (The Scalpel). [03:45] โ The Red Light Zone: Understanding "Open" Public LLMs (The Swiss Army Knife). [04:45] โ "Feeding the Beast": How public queries actively train the model for everyone else. [05:45] โ The Duty to Supervise: ABA Model Rules 5.3 and 1.1[8] implications. [07:00] โ The Hidden Crisis: AI embedded in ubiquitous tools (Microsoft 365, Adobe, Zoom). [09:00] โ The Training Gap: Why digital natives assume all prompt boxes are safe. [10:00] โ Actionable Solutions: Auditing tools and the "Elevator vs. Private Room" analogy. [12:00] โ Hallucinations: Vendor liability vs. Professional negligence. [14:00] โ Conclusion: The final provocative thought on accidental breaches. RESOURCES Mentioned in the episode ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance): ABA Model Rule 1.1, Comment 8 (Technology Competence): and Software & Cloud Services mentioned in the conversation Lexis+ AI (LexisNexis): Protรฉgรฉ (LegalMation/LexisNexis context): Westlaw Precision (Thomson Reuters): Co-Counsel (Casetext/Thomson Reuters): Harvey AI: vLex Vincent AI: ChatGPT (OpenAI): Perplexity AI: Claude (Anthropic): Microsoft 365 Copilot (Teams/Word): Adobe Creative Cloud (AI features): Zoom AI Companion:
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๐๏ธ TSL LABs ๐งช Bonus: From Cyber Compliance to Cyber Dominance: What VA's AI Revolution Means for Government Cybersecurity, Legal Ethics, and ABA Model Rule Compliance!
12/12/2025
๐๏ธ TSL LABs ๐งช Bonus: From Cyber Compliance to Cyber Dominance: What VA's AI Revolution Means for Government Cybersecurity, Legal Ethics, and ABA Model Rule Compliance!
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 areasโfrom 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 architecture, and AI-driven threat detection are redefining professional competence under ABA Model Rule 1.1. ๐ปโ๏ธ๐ค Join our AI hosts and me as we discuss the following three questions and more! How has federal cybersecurity evolved from the compliance era to the cyber dominance paradigm? ๐ What are the three technical pillarsโcontinuous monitoring, zero trust architecture, and AI-driven detectionโand how do they interconnect? ๐ก๏ธ What professional liability and ethical obligations do lawyers now face under ABA Model Rule 1.1 regarding technology competence? โ๏ธ In our conversation, we cover the following: [00:00:00] - Introduction: TSL Labs Bonus Podcast on VA's AI Revolution ๐ฏ [00:01:00] - Introduction to Federal Cybersecurity: The End of the Compliance Era ๐ [00:02:00] - Legal Implications and Professional Liability Under ABA Model Rules โ๏ธ [00:03:00] - From Compliance to Continuous Monitoring: Understanding the Static Security Model ๐ [00:04:00] - The False Comfort of Compliance-Only Approaches ๐จ [00:05:00] - The Shift to Cyber Dominance: Three Integrated Technical Pillars ๐ช [00:06:00] - Zero Trust Architecture (ZTA) Explained: Verify Everything, Trust Nothing ๐ [00:07:00] - AI-Driven Detection and Legal Challenges: Professional Competence Under Model Rule 1.1 ๐ค [00:08:00] - The New Legal Questions: Real-Time Risk vs. Static Compliance ๐ [00:09:00] - Evolving Compliance: From Paper Checks to Dynamic Evidence ๐ [00:10:00] - Cybersecurity as Operational Discipline: DevSecOps and Security by Design ๐ง [00:11:00] - Litigation Risks: Discovery, Red Teaming, and Continuous Monitoring Data โ ๏ธ [00:12:00] - Cyber Governance with AI: Algorithmic Bias and Explainability ๐ง [00:13:00] - Synthesis and Future Outlook: Law Must Lead, Not Chase Technology ๐ [00:14:00] - The Ultimate Question: Is Your Advice Ready for Real-Time Risk Management? ๐ก [00:15:00] - Conclusion and Resources ๐ Resources Mentioned in the Episode ABA Model Rule 1.1 - Competent Representation (including technology competence requirement) - Department of Veterans Affairs (VA) Cybersecurity Initiative - DevSecOps Pipelines - Security integration in software development - FedRAMP (Federal Risk and Authorization Management Program) - FISMA (Federal Information Security Management Act) - Google Notebook AI - AI discussion generation tool - HIPAA (Health Insurance Portability and Accountability Act) - NIST Cybersecurity Framework - Red Teaming - Ethical hacking and security testing methodology - Zero Trust Architecture (ZTA) - Federal mandate for security verification - Software & Cloud Services Mentioned in the Conversation AI-Driven Detection Systems - Automated threat detection and response platforms Automated Compliance Platforms - Dynamic evidence generation systems Continuous Monitoring Systems - Real-time security assessment platforms DevSecOps Tools - Automated security testing in software development pipelines Firewalls - Network security hardware devices Google Notebook AI - Penetration Testing Software - Security vulnerability assessment tools Zero Trust Architecture (ZTA) Solutions - Identity and access verification systems
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๐๏ธEp. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger
12/09/2025
๐๏ธEp. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger
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 access pioneer, building practical guidance for responsible feature launches, and as Senior Counsel at Capital One, supporting consumer products and regulatory matters. Nick holds a J.D. from the University of MissouriโKansas City, lives in Richmond, Virginia, and is especially interested in using technology to expand rural community access to justice. During the conversation, Nick highlights emerging tools, such as conversation wizards and expert-matching systems, that enhance communication and case preparation. He also explains Pearl AI's unique model, which blends chatbot capabilities with human expert verification to ensure accuracy in high-stakes or subjective matters. Nick encourages lawyers to adopt human-in-the-loop protocols and consider joining Pearl's expert network to support accessible, reliable legal services. Join Nick and me as we discuss the following three questions and more! What are the top three most impactful ways lawyers can immediately implement AI technology in their practices while avoiding the liability pitfalls that have led to sanctions in recent high-profile cases? Beyond legal research and document review, what are the top three underutilized or emerging AI applications that could transform how lawyers deliver value to clients, and how should firms evaluate which technologies to adopt? What are the top three criteria Pearl uses to determine when human expert verification is essential versus when AI alone is sufficient? How can lawyers apply this framework to develop their own human-in-the-loop protocols for AI-assisted legal work, and how is Perl different from its competitors? In our conversation, we cover the following: [00:56] Nick's Tech Setup [07:28] Implementing AI in Legal Practices [17:07] Emerging AI Applications in Legal Services [26:06] Pearl AI's Unique Approach to AI and Legal Services [31:42] Developing Human-in-the-Loop Protocols [34:34] Pearl AI's Advantages Over Competitors [36:33] Becoming an Expert on Pearl AI Resources: Connect with Nick: Nick's LinkedIn: Pearl.com Website: Pearl.com Expert Application Portal: Pearl.com LinkedIn: Pearl.com X: ABA Resources: ABA Formal Opinion 512: Hardware mentioned in the conversation: Anker Backup Battery / Power Bank: Software & Cloud Services mentioned in the conversation: AT&T: Pearl.com: Sprint: Timely: Verizon:
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๐๏ธ TSL Labs ๐ฌ Bonus Podcast: Googleโs Notebook LLM โDeep Diveโ on December 1st, 2025, editorial on the the Lawyerโs Defense Against Holiday Scams and โBargainโ Tech Traps!
12/05/2025
๐๏ธ TSL Labs ๐ฌ Bonus Podcast: Googleโs Notebook LLM โDeep Diveโ on December 1st, 2025, editorial on the the Lawyerโs Defense Against Holiday Scams and โBargainโ Tech Traps!
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 paralegalsโtrained to spot hidden clauses and anticipate riskโoften 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 bar complaints and operational shutdowns. Whether you're a solo practitioner or part of a large firm, this episode delivers the technical insights you need without the jargon. Join Google's Notebook LLM as we discuss the following three questions and more! How do bargain tech deals create hidden professional liabilities that extend far beyond wasted money, and what specific technical deficits should lawyers avoid in discount hardware? What free forensic tools can legal professionals use to distinguish genuine discounts from manipulated pricing schemes, and how do these tools apply procurement-level rigor to personal shopping decisions? Which three active scam vectors target high-value professionals during the holiday season, and what mandatory four-point protocol ensures comprehensive protection against credential theft and device compromise? In our conversation, we cover the following: [00:00:00] Welcome to TSL Labs Bonus Episode: AI-powered deep dive on holiday shopping risks [00:01:00] Why legal professionals abandon professional skepticism during holiday sales [00:02:00] The high stakes: credential theft, device compromise, and operational lockdown [00:03:00] The bargain trap: understanding technical debt in cheap vs. inexpensive hardware [00:04:00] Processor bottleneck red flags: older generation chips that consume billable time [00:05:00] Screen resolution hazards: how 1366x768 displays create genuine error risks [00:06:00] RAM deficits and security longevity: when devices become e-waste and compliance gaps [00:07:00] Introduction to forensic price tracking tools for procurement-level shopping [00:08:00] CamelCamelCamel, Keepa, and Honey: free tools that reveal true pricing history [00:09:00] Malwarebytes 2025 holiday scam report: three attack vectors targeting professionals [00:10:00] Scam #1: urgent delivery smishing attacks exploiting package expectations [00:11:00] Scam #2: malvertising minefieldโwhen legitimate ads redirect to cloned fraud sites [00:12:00] Scam #3: gift card emergency scams posing as court clerks and government officials [00:13:00] Bonus threat: social media marketplace fraud and payment protection gaps [00:14:00] The mandatory four-point protocol for holiday shopping protection [00:15:00] Final thoughts: applying contract-reading diligence to every link you click Resources Hardware Mentioned in the Conversation Business-class Lenovo laptops: HP commercial-grade hardware: Dell professional series: Apple MacBook Pro: Software & Cloud Services Mentioned in the Conversation CamelCamelCamel (Amazon price tracker): Keepa (Amazon price history browser extension): Honey (price tracking & coupon tool): Prisync (enterprise pricing solution): Price2Spy (enterprise pricing intelligence): Malwarebytes (security software):
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๐ป 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!
12/02/2025
๐ป 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!
๐ 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. ๐ฏ Join Terrell and me as we discuss the following three questions and more! What precautions should lawyers using online services to manage trust accounts be aware of? How can solo and small firm attorneys find competent bookkeepers who understand legal trust accounting? What security measures should attorneys implement when using online payment processors for client funds? โฑ๏ธ In our conversation, we cover the following: 00:00 โ Introduction & Preview: Trust Accounts in the Digital Age 01:00 โ Welcome to the Law Practice Today Podcast 01:30 โ Today's Topic: Online Services for Payments 02:00 โ Guest Introduction: Michael D.J. Eisenberg's Background 03:00 โ Michael's Experience with Trust Accounts 04:00 โ Challenges for Solo and Small Practitioners 05:00 โ Ensuring Security in Online Services 06:00 โ Questions to Ask Online Payment Providers 07:00 โ Password Security & Two-Factor Authentication 08:00 โ Finding a Competent Legal Bookkeeper 09:00 โ Why 8AM Law Pay Works for Attorneys 10:00 โ Daily Monitoring of Trust Accounts 11:00 โ FDIC Insurance & Silicon Valley Bank Lessons 13:00 โ Researching Trust Account Best Practices 15:00 โ Closing Remarks & Podcast Information ๐ Resources ๐ Connect with Terrell ๐ผ LinkedIn: h ๐ Website: ๐๏ธ Law Practice Today Podcast โ ๐ฐ Mentioned in the Episode โ Maintaining client property separate from your own โ Technology competence requirement for attorneys ABA TECHSHOW 2026 โ March 25-28, 2026 in Chicago, IL โ Law Practice Today Article by Michael D.J. Eisenberg (May 15, 2025): "What Precautions Should Lawyers Using Online Services to Manage Trust Accounts Be Aware Of?โ - ๐ป Software & Cloud Services Mentioned in the Conversation 8AM Law Pay โ Legal payment processing designed for trust account compliance โ https://www.8am.com/lawpay/ 1Password โ Password manager for generating and syncing complex passwords โ https://1password.com/ LastPass โ Mentioned as a password manager with noted security concerns โ https://www.lastpass.com/
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๐๏ธ๐ TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys โ Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!
11/28/2025
๐๏ธ๐ TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys โ Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!
๐ฏ In this TSL Labs Bonus episode, we are experimenting with Googleโs Notebook LLM to do a โDeep Diveโ 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 tech recommendations that enhance daily practice rather than collect digital dust, join us for this insightful conversation that explores how the right technology investments can improve your practice, safeguard your clients, and help prevent unnecessary bar complaints. ๐ค Join Google AI Deep Dive as they discuss the following three questions and more! What are the essential low-cost tech gifts under $25 that can make an immediate impact on an attorney's practice, and why do items like cables and tracking devices matter for professional competence? Which professional-grade tools under $100 deliver the best value for attorneys seeking to fulfill their ethical duty to work smarter and faster through AI integration and productivity enhancements? Why should premium technology investments over $100โincluding physical infrastructure like ergonomic chairsโbe considered essential to an attorney's professional obligation to their clients? In our conversation, we cover the following: [00:00:00] โ Episode introduction and TSL Labs Bonus overview [00:01:00] โ Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power [00:02:00] โ The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties [00:03:00] โ Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts [00:04:00] โ Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability [00:05:00] โ Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations [00:06:00] โ AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration [00:07:00] โ Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard [00:08:00] โ Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life [00:09:00] โ Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents [00:10:00] โ Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999) [00:11:00] โ Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work [00:12:00] โ Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain [00:13:00] โ Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management [00:14:00] โ The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination [00:15:00] โ Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations ๐ Resources ๐ฅ๏ธ Hardware Mentioned in the Conversation Under $25: OWC Thunderbolt 4 USB-C Cable (~$19.99) โ Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video โ() Apple AirTag (Single Pack) ($24) โ Bluetooth tracking device using Find My network โ() Logitech Pebble M350 Wireless Mouse (~$19.99) โ Silent click, 90% noise reduction, 18-month battery โ () Anker 341 USB-C Hub (7-in-1) (~$19.99) โ HDMI 4K@30Hz, USB ports, SD card slots โ ) ORICLE 65W USB Travel Power Strip โ Flat plug, 4-foot cord, 7-in-1 hub for travel โ() Under $100: Apple Pencil (1st Generation) ($99) โ Pressure and tilt sensitive stylus for iPad annotation โ() Logitech MX Keys Mini Keyboard (~$99.99) โ Compact wireless keyboard, connects to 3 devices simultaneously โ () Soundcore Space One Noise-Canceling Headphones ($69.99) โ Adaptive ANC reducing up to 98% noise, 40+ hours battery โ [soundcore.com](https://www.soundcore.com) Logitech MX Master 3S Mouse (~$99) โ Silent clicks, horizontal scroll wheel, 8000 DPI sensor โ() Apple AirTag (4-Pack) (~$64-99 during sales from resellers) โ Bulk tracking solution for multiple devices/bags โ Premium Over $100: iPad Air with M3 Chip (Starting at $599) โ 8-core CPU, 9-core GPU, ideal balance of power and portability โ () MacBook Air M4 (Starting at $999) โ 10-core CPU, 10-core GPU, up to 18 hours battery life โ() Herman Miller Aeron Chair (~$1,351) โ Ergonomic office chair with PostureFit SL, three sizes for 1st-99th percentile โ() LG 34" Ultrawide 5K 2K Monitor (~$315) โ 3440x1440 resolution, curved display for seamless multitasking โ () Logitech Brio 4K Ultra HD Webcam (~$160) โ 4K@30fps, RightLight 3 HDR, adjustable 65ยฐ/78ยฐ/90ยฐ FOV โ () Samsung T7 Portable SSD (1TB) (~$109.99) โ 1,050MB/s read speed, AES 256-bit encryption, 2m drop resistant โ () CalDigit TS3 Plus Thunderbolt 3 Dock (~$280) โ 15 ports, 87W laptop charging, dual 4K display support โ () ๐ป Software & Cloud Services Mentioned in the Conversation ChatGPT Plus ($20/month) โ OpenAI's premium AI assistant with GPT-4 access for research and drafting โ () Grammarly Premium (~$96/year on sale; $144/year regular) โ AI-powered writing assistant with plagiarism detection โ() Apple Find My โ Location tracking app for AirTags and Apple devices โ ๐ Disclaimer: Prices mentioned throughout this episode and show notes are approximate and based on manufacturer suggested retail prices around the time of the publication date; actual pricing may vary depending on manufacturer availability, retailer promotions, seasonal sales, and geographic location, and we recommend verifying current pricing before making any purchase decisions.
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๐๏ธEp.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies!
11/25/2025
๐๏ธEp.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies!
My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. ๐ฏ Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service. Join Allison Johs and me as we discuss the following three questions and more! ๐ค What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity? What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality? What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours? In our conversation, we cover the following: โฑ๏ธ [00:00:00] โ Episode introduction and guest welcome [00:01:00] โ Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365 [00:02:00] โ Discussion of portable monitors (INNOCN) and dual-screen productivity setups [00:03:00] โ Document scanning workflow with ScanSnap scanner and going paperless [00:04:00] โ OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs [00:05:00] โ Mistake #1: Not considering roles of all people who will use the technology in the firm [00:06:00] โ Including staff input during technology selection and implementation [00:07:00] โ Coaching resistant employees through technology adoption [00:08:00] โ Addressing legitimate objections vs. fear of change; demonstrating value to staff [00:09:00] โ Mistake #2: Not checking how new technology integrates with existing systems [00:10:00] โ Hidden costs of technology transitions: running parallel systems for 6-8 months [00:11:00] โ Budgeting for duplicate CRM/LPM subscriptions during migration [00:12:00] โ Mistake #3: Failing to appropriately invest in ongoing training [00:13:00] โ Training new hires and keeping up with subscription software updates [00:14:00] โ AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training [00:15:00] โ AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review [00:16:00] โ The importance of reviewing AI outputsโlawyers should know precedents in their practice area [00:17:00] โ AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials) [00:18:00] โ Ethical considerations: using AI on published court decisions for legal analysis [00:19:00] โ Using AI to find contrary precedents and distinguishing cases [00:20:00] โ Duty to supervise: real-world consequences when AI use goes wrong [00:21:00] โ Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings) [00:22:00] โ Automation Strategy #2: Templates, document assembly, AI chatbots for client intake [00:23:00] โ Automation Strategy #3: Automated time tracking and AI-powered billing review [00:23:30] โ Text Expander discussion: saving 2-5 hours weekly on repetitive typing [00:24:00] โ Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings [00:25:00] โ Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference) [00:26:00] โ Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization [00:27:00] โ Maximizing productivity during travel and conference attendance [00:28:00] โ Where to find Allison: websites, social media, and YouTube channel Resources ๐ Connect with Allison Johs: ๐ Website: ๐ Blog: ๐ง Email: ๐ Phone: 631-642-0221 ๐ผ LinkedIn: ๐บ YouTube: Mentioned in the Episode: ๐ ABA Legal Technology Resource Center โ ๐ How to Do More in Less Time (2nd Edition, 2023) โ ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283 ๐ Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals โ Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321 ๐ค Ben Schorr โ Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/ ๐๏ธ Universal Migrator โ CRM/LPM data migration tool - https://www.universalmigrator.com/ Hardware Mentioned in the Conversation: ๐ป Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=1*78tbrz*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds ๐ฅ๏ธ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One ๐ฅ๏ธ INNOCN Portable Monitor (1080p mobile screen) โ ๐ท Logitech Brio Webcam (4K with built-in microphone) โ ๐จ๏ธ HP Printer - https://www.hp.com/us-en/shop/vwa/printers ๐ Fujitsu ScanSnap Scanner (duplex document scanner) โ Software & Cloud Services Mentioned in the Conversation: โ๏ธ Microsoft 365 โ โก Microsoft Power Automate โ ๐
Microsoft Bookings โ ๐
Calendly โ ๐ฌ Zoom โ Video conferencing platform - ๐ Adobe Acrobat (for occasional OCR) โ โจ๏ธ TextExpander โ ๐ค ChatGPT โ OpenAI's AI assistant - https://chatgpt.com ๐ค Microsoft Copilot โ AI assistant integrated with Microsoft 365 - https://copilot.microsoft.com/ ๐ Google AI โ For travel planning and itineraries - https://ai.google/ ๐ Perplexity AI โ AI-powered search engine โ โ๏ธ Lexis+ AI โ Legal research AI tool โ
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๐๏ธ TSL Labs! Google AI Discussion of MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late!
11/21/2025
๐๏ธ TSL Labs! Google AI Discussion of MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late!
๐ Too Busy to Read This Week's Editorial? Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. ๐๏ธ This AI-powered discussion unpacks the November 17, 2025, editorial, with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertiseโfrom tech-hesitant solo practitioners to advanced usersโso you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation. In Our Conversation, We Cover the Following 00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format 00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years 00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege 00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing 00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident 00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33% 00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness 00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems 00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants 00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation 00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent 00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case 00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI 00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance 00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve 00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation Resources Mentioned in the Episode ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - Model Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - Software & Cloud Services Mentioned in the Conversation Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - Clio - Legal practice management platform with AI features - Google Notebook AI - AI discussion generation tool used to create this episode - Grammarly - AI writing assistant analyzing email and document content - Lexis+ AI - AI-enhanced legal research platform - Microsoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - Otter.ai - AI meeting assistant and transcription service - Smokeball - Practice management with Auto Time AI billing - Westlaw - Legal research platform with embedded generative AI - Zoom AI Companion - Meeting transcription and analysis service -
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๐๏ธ TSL Labs! Google AI Discussion of MTC: ๐จโผ๏ธ Emergency BOLO! ๐จโผ๏ธ Lawyers on the Go: Essential Tech Strategies for Air Travel During the Government Shutdown โ๏ธ
11/14/2025
๐๏ธ TSL Labs! Google AI Discussion of MTC: ๐จโผ๏ธ Emergency BOLO! ๐จโผ๏ธ Lawyers on the Go: Essential Tech Strategies for Air Travel During the Government Shutdown โ๏ธ
๐ Too Busy to Read This Week's Editorial? Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. ๐ซ This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive controlโturning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed. In our conversation, we cover the following: 00:00:00 โ Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO 00:01:00 โ Travel Chaos as the New Normal: System Volatility & Professional Vulnerability 00:02:00 โ Flight Schedule Control: The Illusion & Reality of Travel Disruptions 00:02:00 โ Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos 00:02:00 โ Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems 00:02:00 โ Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American) 00:03:00 โ Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage 00:03:00 โ Early Rebooking Strategy: First and Second Choice Flight Selection 00:03:00 โ Trusted Traveler Programs: TSA PreCheck & Time Investment ROI 00:03:00 โ TSA PreCheck Value: $78 for Five Years & Security Line Efficiency 00:03:00 โ Global Entry: $100 for Five Years with International Customs Acceleration 00:04:00 โ Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application 00:04:00 โ Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment 00:04:00 โ Personal Mobile Hotspot: Cellular Encryption Over Public Networks 00:05:00 โ Dual Carrier Coverage: eSIM Technology & Connectivity Insurance 00:05:00 โ Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones 00:05:00 โ eSIM Digital Technology: Two Active Lines on One Device 00:05:00 โ Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup 00:06:00 โ VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol 00:06:00 โ VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop) 00:06:00 โ International Travel Security: VPN Encryption & Surveillance Protection 00:07:00 โ TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling 00:07:00 โ Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro) 00:07:00 โ Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery 00:07:00 โ Smart Power Display: Charging Speed Monitoring & Juice Rationing 00:07:00 โ Surge Protector Safety: Airport Outlet Protection & Device Insurance 00:08:00 โ Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide) 00:08:00 โ Travel Credit Card Benefits: Complimentary Lounge Visits Strategy 00:08:00 โ Conference Call Chaos: Professional Communication Environment Solutions 00:08:00 โ Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus 00:08:00 โ Battery Life Requirements: 30-40 Hour Endurance for Extended Delays 00:09:00 โ Offline Access Mandate: Pre-Departure Critical File Downloads 00:09:00 โ Six-Hour Offline Capability: Zero-Connectivity Work Strategy 00:09:00 โ Adobe Scan App: OCR Technology & Mobile Document Management 00:10:00 โ Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration 00:10:00 โ Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration 00:10:00 โ FileVault Encryption & Face ID: Built-In Security Non-Negotiables 00:11:00 โ Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation 00:11:00 โ Rule One: Full Device Charge Before Departure 00:11:00 โ Rule Two: Offline Maps & Critical Files Downloaded Locally 00:11:00 โ Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental) 00:11:00 โ Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power 00:11:00 โ Rule Five: Share Itinerary with Emergency Contact 00:11:00 โ Post-Crisis Integration: Permanent Daily Workflow Implementation 00:11:00 โ The Bigger Question: Crisis Tools as Permanent Professional Standards 00:12:00 โ Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser 00:14:00 โ Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources Resources ๐ Mentioned in the episode: Global Entry (CBP Trusted Traveler Program): TSA PreCheck (Trusted Traveler Program): Hardware mentioned in the conversation: Bose QuietComfort Noise-Canceling Headphones: Sony WH-1000XM5 Noise-Canceling Headphones: TSA-Approved Power Bank (100 Wh, USB-C): Travel-Sized Surge Protector: Software & Cloud Services mentioned in the conversation: Adobe Document Cloud (Cross-Device Sync & E-Signature): Adobe Scan App (Mobile Document Scanning & OCR): Apple FileVault (Device Encryption): Apple iCloud (File Sync & Continuity): FlightAware (Real-Time Flight Tracking & Alerts): Flightradar24 (Real-Time Flight Tracking): Priority Pass (Airport Lounge Access - 1,300+ Worldwide): VPN Services (Research Provider Options):
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๐๏ธ Ep. # 124: AI Governance Expert Nikki Mehrpoo Shares the Triple E Protocol for Implementing Responsible AI and Legal Practice While Maintaining Ethical Compliance and Protecting Client Data.
11/12/2025
๐๏ธ Ep. # 124: AI Governance Expert Nikki Mehrpoo Shares the Triple E Protocol for Implementing Responsible AI and Legal Practice While Maintaining Ethical Compliance and Protecting Client Data.
My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work. Join Nikki Mehrpoo and me as we discuss the following three questions and more! Based on your pioneering work with โGovern Before You Automate,โ what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI? What are your top three tips or tricks when using AI in your work? When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking? In our conversation, we cover the following: 00:00:00 โ Welcome and guestโs background ๐ 00:01:00 โ Current tech setup and cloud-based workflows โ๏ธ 00:02:00 โ Privacy and IP management, not client confidentiality ๐ 00:03:00 โ Document deduplication with Effingo ๐ 00:04:00 โ Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone ๐ป๐ฑ 00:05:00 โ Efficiency tools: Text Expander, personal workflow shortcuts โจ๏ธ 00:06:00 โ Balancing technology innovation and risk management โ๏ธ 00:07:00 โ Adapting to change, ongoing legal tech education ๐งโ๐ป 00:08:00 โ Triple-E Framework: Educate, Empower, Elevate ๐ 00:09:00 โ Governance, supervision duties, policy setting ๐ก๏ธ 00:10:00 โ Human verification as a standard for all legal AI output ๐งโโ๏ธ 00:12:00 โ Real-world examples: AI hallucinations, bias, and due diligence โ ๏ธ 00:13:00 โ IT vs. AI expertise, communicating across teams ๐ ๏ธ 00:14:00 โ Chief AI Governance Officer, governance in legal innovation ๐๏ธ 00:15:00 โ Global compliance, EU AI Act, international standards ๐ 00:16:00 โ Hidden AI in legacy software, policy gaps ๐ 00:17:00 โ Education as continuous legal responsibility ๐ 00:18:00 โ Better results through prompt engineering ๐ค 00:19:00 โ Verify, verify, verify: never trust without review โ๏ธ 00:20:00 โ ABA Formal Opinion 512: standards for responsible legal AI ๐ 00:21:00 โ Nikkiโs Triple-E Protocol, governance best practices ๐ 00:22:00 โ Data origin, bias, and auditability in legal AI systems ๐งฉ 00:23:00 โ Frameworks for โgovern before you automateโ in legal workflows ๐ 00:24:00 โ Importance of internal hosting and zero retention policies ๐ข 00:25:00 โ Maintaining confidentiality with third-party AI and HIPAA compliance ๐คซ 00:26:00 โ Where to find Nikki and connect ๐ Resources Connect with Nikki Mehrpoo Email: Website: Secondary Site: LinkedIn: Mentioned in the episode ABA Formal Opinion 512: EU AI Act: GoHighLevel: Triple-E AI Governance Protocol: Hardware mentioned in the conversation HP External Monitors: HP Omni Book 7 Laptop: iPhone: Software & Cloud Services mentioned in the conversation GoHighLevel: Gamma: Effingo: Text Expander: Pixart:
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๐๏ธ TSL Labs! Google AI Discussion of MTC: Deepfakes, Deception, and Professional Duty - What the North Bethesda AI Incident Teaches Lawyers About Ethics in the Digital Age ๐ง โ๏ธ
10/31/2025
๐๏ธ TSL Labs! Google AI Discussion of MTC: Deepfakes, Deception, and Professional Duty - What the North Bethesda AI Incident Teaches Lawyers About Ethics in the Digital Age ๐ง โ๏ธ
๐ To Busy to Read This Week's Editorial? Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. ๐ค This episode explores the real-world story that sparked critical questions about professional responsibility: a North Bethesda prank that went wrong and became a legal cautionary tale. We unpack the implications of AI-generated deepfakes for evidence authentication, client confidentiality, and the fundamental duty lawyers owe to the court. Whether you're navigating emerging tech in your practice or learning how to protect yourself from costly bar complaints, this conversation provides actionable insights into ABA Model Rules 1.1, 3.3, and 8.4. ๐ What You'll Learn: โ
The technology competence imperative for modern attorneys โ
How deepfake detection connects to ethical obligations โ
The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) โ
Five practical safeguards to implement immediately โ
Why the "liar's dividend" threatens judicial integrity โฑ๏ธ In Our Conversation, We Cover the Following: [00:00:00 โ 00:01:00] Welcome & episode overviewโexploring generative AI and legal responsibility in the digital age ๐ฑ [00:01:00 โ 00:03:00] The North Bethesda deepfake incidentโa 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response ๐จ [00:03:00 โ 00:04:00] The technology competence imperativeโABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks ๐ [00:04:00 โ 00:05:00] The extent of adoptionโ31+ states have adopted or adapted tech competence language; it's no longer optional ๐ [00:05:00 โ 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices ๐ [00:06:00 โ 00:07:00] Rule 3.3 in the AI eraโcandor toward the tribunal when evidence authenticity is questioned ๐๏ธ [00:07:00 โ 00:08:00] The liar's dividend phenomenonโhow deepfakes undermine trust in all evidence, even genuine materials ๐ญ [00:08:00 โ 00:09:00] Defending authentic evidenceโproactive authentication, metadata, and chain of custody documentation ๐ [00:09:00 โ 00:10:00] Rule 8.4 and the ethical precipiceโthe line between negligence and fraud when submitting unverified digital evidence โ ๏ธ [00:10:00 โ 00:11:00] The Rule 1.6 vs. Rule 3.3 conflictโwhen client confidentiality must yield to candor with the court ๐ค [00:11:00 โ 00:12:00] Disclosure obligationsโlawyers must reveal false evidence, even if provided by their own client ๐ข [00:12:00 โ 00:13:00] Safeguard #1: Invest in educationโCLE courses, Florida's three-hour tech requirement, and continuous learning ๐ [00:12:00 โ 00:13:00] Safeguard #2: Establish verification protocolsโdocumentation, metadata demands, and forensic expert consultation ๐ [00:13:00 โ 00:14:00] Safeguard #3: Disclose limitations transparentlyโadmitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel ๐ฅ [00:14:00 โ 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations ๐ [00:14:00 โ 00:15:00] The bigger questionโwhat's the long-term cost to justice when digital evidence authenticity is perpetually questioned? ๐ฎ ๐ Resources Connect with Michael D.J. Eisenberg ๐ Website: ๐ง Email: ๐ผ LinkedIn: ๐ฑ Podcast: Mentioned in the Episode ๐น โ Competence requirement (amended 2012) ๐น โ Candor toward the tribunal ๐น โ Misconduct (dishonesty, fraud, deceit, misrepresentation) ๐น โ Confidentiality of information ๐น โ October 2025 case study ๐น โ Three hours of technology-focused continuing legal education every three years ๐น โ Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language
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๐๏ธ Ep. #123: Episode 123: Former Federal Prosecutor Reveals How AI Levels the Playing Field in Criminal Defense ๐๏ธโ๏ธ๐ค
10/28/2025
๐๏ธ Ep. #123: Episode 123: Former Federal Prosecutor Reveals How AI Levels the Playing Field in Criminal Defense ๐๏ธโ๏ธ๐ค
My next guest is Lance Kennedy. Lance is a former federal prosecutor who now operates a tech forward criminal defense practice in Texas. He combines his prosecutorial experience with cutting edge AI and automation tools to compete against well-resourced government teams, helping criminal defense attorneys leverage technology for data analytics, digital forensics, and case management across both federal and state courts. Join Lance Kennedy and me as we discuss the following three questions and more! ๐ฏ What are the top three ways criminal defense attorneys can leverage technology to level the playing field against well-resourced prosecution teams? And how has your prosecutorial experience informed your approach to implementing these tools? With your experience handling both federal cases and state Texas matters, what are the top three technological tools or approaches that criminal defense attorneys should prioritize differently when managing federal cases versus state cases? And how can technology help attorneys navigate the distinct procedural and evidentiary challenges of each system? What are the top three ethical and practical considerations criminal defense attorneys must address when implementing AI tools in their practice? And how can lawyers ensure they maintain the 'human in the loop' while maximizing AI's benefits for client representation? In our conversation, we cover the following โฑ๏ธ 00:00:00 - Introduction 00:01:00 - Guest's Current Tech Setup 00:05:00 - Top Three Ways Criminal Defense Attorneys Can Leverage Technology 00:08:00 - Federal vs State Technology Tools and Approaches 00:10:00 - Top Three Tech Tools Better Than Government Systems 00:13:00 - Data Privacy and PII Protection in AI Tools 00:14:00 - Ethical and Practical Considerations for AI Implementation 00:16:00 - Where to Find Lance Kennedy RESOURCES ๐ Connect with Lance Kennedy ๐ค Website: LinkedIn: Phone: (737) 324-7540 Mentioned in the Episode ๐ก Apple Annual Upgrade Program: Apple Business Account: Hardware Mentioned in the Conversation ๐ป Curved Samsung Monitors): iPhone 17 Pro Max (Dual SIM, Orange): MacBook Pro (M2 chip, 16GB): OtterBox Defender Case: Secret Lab Gaming Chair: Software & Cloud Services Mentioned in the Conversation โ๏ธ Box (evidence sharing): ChatGPT Pro: Co-Counsel (Westlaw AI): Gmail: Grammarly: Lawmatics (CRM): MyCase (client management portal): Scorpion (website management/advertising): Westlaw:
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๐๏ธ Ep. 122: Cybersecurity Essentials for Law Firms: Proven Strategies from Navy Veteran & Attorney Cordell Robinson
10/14/2025
๐๏ธ Ep. 122: Cybersecurity Essentials for Law Firms: Proven Strategies from Navy Veteran & Attorney Cordell Robinson
My next guest is Cordell Brion Robinson, CEO of Brownstone Consulting Firm and a decorated US Navy veteran who brings an extraordinary combination of expertise to cybersecurity. With a background in Computer Science, Electrical Engineering, and law, plus experience as a Senior Intelligence Analyst, Cordell has created cybersecurity programs that comply with the National Institute of Standards and Technology, the Federal Information Security Management Act, and the Office of Management and Budget standards for both government and commercial organizations. His firm specializes in compliance services, performing security framework assessments globally for commercial and government entities. Currently, he's innovating the cybersecurity space through automation for security assessments. Beyond his professional accomplishments, Cordell runs the Shaping Futures Foundation, a nonprofit dedicated to empowering youth through education, demonstrating his commitment to giving back to the community. Join Cordell Robinson and me as we discuss the following three questions and more! ๐๏ธ 1. What are the top three cybersecurity practices that lawyers should immediately adopt to secure both client data and sensitive case material in their practice? 2. From your perspective as both a legal and cybersecurity expert, what are the top three technology tools or platforms that can help lawyers streamline compliance and governance requirements in a rapidly evolving regulatory environment? 3. What are the top three steps lawyers can take to overcome resistance to technology adoption in law firms, ensuring these tools actually improve outcomes and efficiency rather than just adding complexity In our conversation, we cover the following: โฑ๏ธ - 00:00:00 - Introduction and welcome to the podcast - 00:00:30 - Cordell's current tech setup - Windows laptop, MacBook, and iPhone - 00:01:00 - iPhone 17 Pro Max features including 48MP camera, 2TB storage, and advanced video capture - 00:01:30 - iPhone 17 Air comparison and laptop webcam discussion - 00:02:00 - VPN usage strategies - Government VPN for secure client communications - 00:02:30 - Commercial client communications and secure file sharing practices - 00:03:00 - Why email encryption matters and Mac Mail setup tutorial - 00:04:00 - Bonus question: Key differences between commercial and government security work - 00:05:00 - Security protocols comparison and navigating government red tape - 00:06:00 - Question 1: Top three cybersecurity practices lawyers must implement immediately - 00:06:30 - Understanding where client data comes from and having proper IT security professionals - 00:07:00 - Implementing cybersecurity awareness training for all staff members - 00:07:30 - Practical advice for solo and small practitioners without dedicated IT staff - 00:08:00 - Proper email practices and essential security awareness training skills - 00:08:30 - Handling data from average clients in sensitive cases like family law - 00:09:00 - Social engineering considerations in contentious legal matters such as divorces - 00:10:00 - Screening threats from seemingly reliable platforms - Google Play slop ads as recent example - 00:10:30 - Tenable vulnerability scanning tool recommendation (approximately $1,500/year) - 00:11:00 - Question 2: Technology tools for streamlining compliance and governance - 00:11:30 - GRC tools for organizing compliance documentation across various price points - 00:12:00 - SharePoint security lockdown and importance of proper system configuration - 00:12:30 - Monitoring tools discussion - why no perfect solution exists and what to consider - 00:13:00 - Being amenable to change and avoiding long-term contracts with security tools - 00:14:00 - Question 3: Strategies for overcoming resistance to technology adoption - 00:14:30 - Demonstrating efficiency and explaining the full implementation process - 00:15:00 - Converting time savings to dollars and cents for senior attorney buy-in - 00:15:30 - Mindset shift for billable hour attorneys and staying competitive in the market - 00:16:00 - Being a technology Guinea pig and testing tools yourself first - 00:16:30 - Showing real results to encourage buy-in from colleagues - 00:17:00 - Real-world Microsoft Word example - styles, cross-references, and table of contents time savings - 00:17:30 - Showing value add and how technology can bring in more revenue - 00:18:00 - Where to find Cordell Robinson - LinkedIn, www.bcf-us.com, Brownstone Consulting Firm - 00:18:30 - Company description and closing remarks Resources ๐ Connect with Cordell Robinson: LinkedIn: Company Website: Instagram: Shaping Futures Foundation: Government & Compliance Frameworks: NIST: NIST Time Services: Software & Tools: Apple Mail Encryption Guide: Apple Products: Microsoft SharePoint: Microsoft Word: Tenable Vulnerability Management:
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๐๏ธ Ep. 121: Iowa Personal Injury Lawyer Tim Semelroth on AI Expert Testimony Prep, Claude for Legal Research and Client Communications Tech!
09/30/2025
๐๏ธ Ep. 121: Iowa Personal Injury Lawyer Tim Semelroth on AI Expert Testimony Prep, Claude for Legal Research and Client Communications Tech!
My next guest is Tim Semelroth. Tim is an Iowa personal injury attorney from RSH Legal, who leverages cutting-edge AI tools, including Notebook LM for expert testimony preparation, Claude AI for dictation, and SIO for medical records analysis. He shares practical strategies for maintaining client relationships through e-signatures, texting integration, and automated birthday card systems while embracing legal technology. All this and more, enjoy. Join Tim Semelroth and me as we discuss the following three questions and more! What are the top three ways lawyers can leverage AI tools like ChatGPT and Notebook LM to prepare for expert testimony or cross-examination? And how do you ensure client confidentiality when using these tools? What are the top three technology tools or systems that personal injury attorneys should implement to streamline their practice when handling cases involving trucking accidents, medical records analysis, and insurance negotiations? What are the top three strategies you recommend for attorneys to maintain personal relationships with clients and community involvement, while also embracing cutting-edge legal technology to improve practice efficiency? In our conversation, we cover the following: [00:01:00] Introduction and guest tech setup discussion [00:02:00] Dell hardware specifications and IT outsourcing strategy [00:03:00] Smartphone preferences - iPhone 16 and iPad Pro [00:04:00] Cross-platform compatibility between Windows and Mac environments [00:05:00] Web-based software solutions for remote work flexibility [00:06:00] Plaud AI dictation hardware - features and use cases [00:07:00] Dictation while exercising and driving - mobile workflows [00:08:00] Essential software stack - File Vine, Lead Docket, and SIO [00:09:00] AI tools for expert testimony preparation and HIPAA compliance [00:10:00] Simplifying complex legal language for jury comprehension [00:11:00] Using AI to brainstorm cross-examination topics and preparation [00:12:00] Notebook LM audio overview feature for testimony preparation [00:13:00] Client communication preferences - e-signatures and texting [00:14:00] File Vine texting integration for client communications [00:15:00] Case management alerts and notification systems [00:17:00] Client preferences for phone vs. video communication [00:18:00] Rural client challenges and electronic communication benefits [00:20:00] SIO AI platform for medical records analysis [00:21:00] Medical chronology automation and document management [00:22:00] Jurisdiction-specific customization for demand letters [00:23:00] Content repurposing strategy across multiple platforms [00:24:00] LinkedIn marketing for lawyer referral relationships [00:25:00] Multi-channel newsletter approach - digital and print [00:26:00] Print newsletter effectiveness for legal professionals [00:27:00] SEO benefits and peer recognition from content marketing [00:28:00] Client communication policy - 30-day contact requirements [00:29:00] Proactive client outreach through text messaging [00:30:00] Automated birthday card system for client retention [00:31:00] The Marv Stallman Rule - personal marketing through cards [00:32:00] Technology-enabled client relationship management [00:33:00] Contact information and social media presence RESOURCES Connect with Tim! LinkedIn: Firm Website: Hardware mentioned in the conversation Dell Precision 5490 laptop: Dell SC2722HX dual monitors (4K): Dell UltraSharp 4K UHD Webcam: iPad Pro: iPhone 16: Mac (family computer): Plaud AI Note recorder: Plaud AI Pin: Software & Cloud Services mentioned in the conversation Audible: ChatGPT: Claude AI: File Vine (Case Management): Lead Docket (Lead Management): Microsoft Outlook Add-In (File Vine): Notebook LM (Google): SIO (AI Medical Records Analysis): Subscribe to The Tech-Savvy Lawyer.Page podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. Don't forget to leave us a five-star review! โญ๏ธโญ๏ธโญ๏ธโญ๏ธโญ๏ธ
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๐๏ธ Ep. 120: AI Game Changers for Law Firms - Stephen Embry on Legal Tech Adoption and Privacy Concerns ๐คโ๏ธ
09/16/2025
๐๏ธ Ep. 120: AI Game Changers for Law Firms - Stephen Embry on Legal Tech Adoption and Privacy Concerns ๐คโ๏ธ
My next guest is Stephen Embry. Steve is a legal technology expert, blogger at Tech Law Crossroads, and contributor to Above the Law. A former mass tort defense litigator with 20 years of remote practice experience, Steven specializes in AI implementation for law firms and legal technology adoption challenges. With a master's degree in civil engineering and programming expertise since 1980, he brings a unique technical insight to legal practice. Steven provides data-driven analysis on how AI is revolutionizing law firms while addressing critical privacy and security concerns for legal professionals. ๐ป Join Stephen Embry and me as we discuss the following three questions and more! ๐ฏ What do you think are the top three game-changer announcements from the 2025 ILTA Conference for AI that're gonna make the most impact for solo, small, and mid-size law firms? What are the top three security and privacy concerns lawyers should address when using AI? What are your top three hacks when it comes to using AI in legal? In our conversation, we covered the following and more! ๐ [00:00:00] Episode Introduction & Guest Bio [00:01:00] Steve's Current Tech Setup [00:02:00] Apple Devices Discussion - MacBook Air M4, AirPods Pro [00:06:00] Android Phone & Remote Practice Experience [00:09:00] iPad Collection & MacBook Air Purchase Story [00:12:00] Travel Tech & Backup Strategies [00:15:00] Q1: AI Game Changers from ILTA 2025 Conference [00:24:00] Billable Hour vs AI Adoption Challenges [00:26:00] Competition & Client Demands for Technology [00:35:00] Q2: AI Security & Privacy Concerns for Lawyers [00:37:00] Discoverability & Privilege Waiver Issues [00:44:00] Q3: Top AI Hacks for Legal Professionals [00:46:00] Using AI for Document Construction & Rules Compliance [00:50:00] Contact Information & Resources Resources ๐ Connect with Stephen Embry โข Email: โข Blog: Tech Law Crossroads - โข Above the Law Contributions: โข LinkedIn: [Stephen Embry LinkedIn Profile] Mentioned in the Episode โข ILTA (International Lawyers Technology Association) Conference 2025 - โข Max Stock Conference - Chicago area legal technology conferenceโข Consumer Electronics Show (CES) - โข Federal Rules of Civil Procedure - โข Apple Event (October 9th) - Apple's product announcement eventsโข Gaylord Conference Center - Washington, DC area conference venue Hardware Mentioned in the Conversation ๐ฅ๏ธ โข MacBook Air M4 (13-inch) - โข iPad Pro - โข iPad Air - โข iPad Mini - โข iPhone 16 - โข Apple Watch Ultra 2 - โข AirPods Pro - โข Samsung Galaxy (Android phone) - โข Samsung Galaxy Fold 7 - Software & Cloud Services Mentioned in the Conversation โ๏ธ โข Apple Intelligence - โข ChatGPT - โข Claude (Anthropic) - โข Brock AI - AI debate and argumentation toolโข Notebook AI - โข Microsoft Word - โข Dropbox - โข Backblaze - โข Synology - โข Whisper AI - Don't forget to give or wherever you get your podcast feeds! Your support helps us continue bringing you expert insights on legal technology. Our next episode will be posted in about two weeks. If you have any ideas about a future episode, please contact Michael at ๐ง
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๐๏ธ Ep. 119: Steve Fretzin Reveals Essential Tech Tools Every Solo Lawyer Needs to Dominate The Competition!
09/02/2025
๐๏ธ Ep. 119: Steve Fretzin Reveals Essential Tech Tools Every Solo Lawyer Needs to Dominate The Competition!
Our next guest is Steve Fretzin. Steve is a renowned business development coach and host of the "Be That Lawyer" podcast. He is dedicated to helping attorneys grow their practices through modern, client-focused strategies that eliminate the discomfort of traditional sales tactics. With decades of experience, Steve's mission is to equip lawyers with the tools they need to build sustainable practices, manage their time more effectively, and cultivate lasting client relationships. In this conversation, Steve outlines the critical technology skills that can transform a solo practice from merely surviving to truly thriving, and many more. Join Steve and me as we discuss the following three questions and more! As you counsel attorneys transitioning from large law firms to solo practice, what are the top three tech skills you believe a solo practitioner must develop to not just survive, but to truly excel and stand out from the competition? Many lawyers feel overwhelmed by the rapid pace of technological change. What are your top three strategies for attorneys who want to embrace technology but don't know where to start? Looking ahead, what are the top three emerging technologies, such as AI and automation, that are reshaping the legal industry? And what are the top three steps lawyers should take now to prepare for these changes, both to improve their own practices and to better serve their clients? In our conversation, we cover the following: [00:35] Steve's Current Tech Setup [13:14] Top Tech Skills for Solo Practitioners [19:49] Strategies for Embracing Technology [26:04] Emerging Technologies in the Legal Industry and Preparing for Technological Changes [33:40] Steve's Book and Podcast Resources: Connect with Steve: Website: LinkedIn: Podcast: Facebook: Twitter: @stevefretzin Book Your Initial Consultation: Marketing Director Email: Christian Rivera Mentioned in the episode: Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice: Hardware mentioned in the conversation: Apogee microphone: reMarkable 2: Software & Cloud Services mentioned in the conversation: Backblaze: Clio: Filevine: HoudahSpot: Lawmatics: MyCase: Notebook.ai: QuickBooks: Setapp: Squarespace: Synology NAS:
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๐๏ธEp. 118: Essential Legal Tech Competency - Colin S. Levy on Building Foundational Technology Skills for Modern Lawyers!
08/19/2025
๐๏ธEp. 118: Essential Legal Tech Competency - Colin S. Levy on Building Foundational Technology Skills for Modern Lawyers!
My next guest is Colin Levy, General Counsel at Malbek. Colin is a leading voice in legal innovation. During our interview, he shares practical insights on building foundational legal tech skills for modern lawyers. During the conversation, Colin outlines the top three steps every lawyer should take to develop legal tech competency, regardless of their technical background. He emphasizes the ethical responsibilities that lawyers face when utilizing AI, particularly the risks associated with unchecked reliance on generative tools and the need to acknowledge potential inaccuracies. Colin also shared some great tips on how to better utilize legal professionals' use of Microsoft Word to improve efficiency and save time (and money๐ฐ). In discussing the adoption of new technology, he underscores the importance of defining problems, clarifying desired outcomes, and fully leveraging existing tools before selecting new solutions strategically. Join Colin and me as we discuss the following three questions and more! Based on his extensive experience interviewing legal tech leaders and your role as general counsel at Malbek, Colin provides the top three foundational steps every lawyer should take today to build their legal tech competency, regardless of their current technical skill level. Colin shares three specific ways lawyers can immediately improve their document drafting efficiency using existing technology tools, and how this foundational competence connects to more advanced legal tech adoption. Colin has conducted hundreds of interviews with legal tech leaders and now serves as general counsel for a CLM company. He has seen both the vendor and practitioner perspectives. Cl0in shares his top three strategic considerations lawyers should evaluate when selecting and implementing new technology solutions to ensure they actually improve client service delivery and practice efficiency rather than just adding complexity. In our conversation, we cover the following: [01:28] Colin's Tech Setup [11:14] The Three Core Steps to Legal Tech Competency [13:17] AI Tools and Ethical Considerations [17:29] Improving Document Drafting Efficiency [23:15] Strategic Considerations for Technology Selection Resources: Connect with Colin: LinkedIn: Schedule Time with Colin: Website: Mentioned in the episode: The Legal Tech Ecosystem: Handbook: Hardware mentioned in the conversation: Apple iPhone: Apple Mini: Apple Studio Displays: Blue Yeti Microphone: iContact Pro Camera: Microsoft Surface Pro: Software & Cloud Services mentioned in the conversation: Claude: Google Drive - Malbek CLM: Microsoft Outlook - Microsoft Teams - Microsoft Word - Perplexity: Zoom -
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๐๏ธ Ep. 117: Legal Tech Revolution, โHow Dorna Moini Built Gavel.ai to Transform the Practice of Law with AI and Automation
08/05/2025
๐๏ธ Ep. 117: Legal Tech Revolution, โHow Dorna Moini Built Gavel.ai to Transform the Practice of Law with AI and Automation
Dorna Moini, CEO and Founder of Gavel, discusses how generative AI is transforming the way legal professionals work. She explains how Gavel helps lawyers automate their work, save time, and reach more clients without needing to know how to code. In the conversation, she shares the top three ways AI has improved Gavel's tools and operations. She also highlights the most significant security risks that lawyers should be aware of when using AI tools. Lastly, she provides simple tips to ensure AI-generated results are accurate and reliable, as well as how to avoid false or misleading information. Join Dorna and me as we discuss the following three questions and more! What are the top three ways generative AI has transferred Gavel's offerings and operations? What are the top three most critical security concerns legal professionals should be aware of when using AI-integrated products like Gavel? What are the top three ways to ensure the accuracy and reliability of AI-generated results, including measures to prevent false or misleading information or hallucinations? In our conversation, we cover the following: [01:16] Dorna's Tech Setup and Upgrades [03:56] Discussion on Computer and Smartphone Upgrades [08:31] Exploring Additional Tech and Sleeping Technology [09:32] Generative AI's Impact on Gavel's Operations [13:13] Critical Security Concerns in AI-Integrated Products [16:44] Playbooks and Redline Capabilities in Gavel Exec [20:45] Contact Information Resources: Connect with Dorna: Instagram: LinkedIn: Website: Websites & SaaS Products: โ Podcast platform (for reviews) โ AI conversational assistant by OpenAI โ AI-powered legal automation platform (formerly Documate) โ AI assistant for legal document review and redlining (part of Gavel) โ Apple news and product cycle information โ Workspace for notes, databases, and project management โ Team communication and collaboration platform Hardware: โ Smartphone โ Compact desktop computer โ Desktop computer โ Laptop computer โ Smart mattress and sleep technology Other: โ For business purchases and trade-ins
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๐๏ธ Ep. #116: Free Versus Paid Legal AI: Conversation with DC Court of Appeals Head Law Librarian Laura Moorer
07/22/2025
๐๏ธ Ep. #116: Free Versus Paid Legal AI: Conversation with DC Court of Appeals Head Law Librarian Laura Moorer
Laura Moorer, the Law Librarian for the DC Court of Appeals, brings over two decades of experience in legal research, including nearly 14 years with the Public Defender Service for DC. In this conversation, Laura shares her top three tips for crafting precise prompts when using generative AI, emphasizing clarity, specificity, and structure. She also offers insights on how traditional legal research methodsโlike those used with LexisNexis and Westlawโcan enhance AI-driven inquiries. Finally, Laura offers practical strategies for utilizing generative AI to help lawyers identify and locate physical legal resources, thereby bridging the gap between digital tools and tangible materials. Join Laura and me as we discuss the following three questions and more! What are your top three tips when it comes to precise prompt engineering, your generative AI inquiries? What are your top three tips or tricks when it comes to using old-school prompts like those from the days of LexisNexis and Westlaw in your generative AI inquiries? What are your top three tips or tricks using generative AI to help lawyers pinpoint actual physical resources? In our conversation, we cover the following: [00:40] Laura's Current Tech Setup [03:27] Top 3 Tips for Crafting Precise Prompts in Generative AI [13:44] Bringing Old-School Legal Research Tactics to Generative AI Prompting [20:42] Using Generative AI to Help Lawyers Locate Physical Legal Resources [24:38] Contact Information Resources: Connect with Laura: LinkedIn: Email: Instagram: Mentioned in the episode: is an archive of from Wednesday 02, July 2025 Software & Cloud Services mentioned in the conversation: AT&T Internet: Bloomberg Law: Fastcase: Internet Archive: LexisNexis: Spectrum Internet: vLex: Westlaw: WorldCat:
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๐๏ธBonus Ep.: Mac vs. PC for Attorneys - Live from MacStock 2025, Our Panel Shares Essential Tech Tools and Tips for Law Firms!
07/15/2025
๐๏ธBonus Ep.: Mac vs. PC for Attorneys - Live from MacStock 2025, Our Panel Shares Essential Tech Tools and Tips for Law Firms!
Unlock the potential of Apple and Mac technology for your law practice! On this episode of The Tech-Savvy Lawyer.Page Podcast, recorded live at the 2025 MacStock Conference in Illinois, host Michael D.J. Eisenberg brings together a dynamic panel featuring legal tech leaders and Mac platform experts. Panelists include: Stephen Embry (Past ABA TECHSHOW Co-Chair, legal tech leader) Doc Rock (Ecamm, broadcasting pro) Katie Fawkes (Ecamm, live video authority) Mike Potter (MacStock Conference founder) Michael D.J. Eisenberg (Host, Tech-Savvy Lawyer) Key topics discussed: Top reasons attorneys and law firms should attend non-legal tech conferences How Apple and Mac products improve productivity, security, & client service for lawyers Real workflows and Mac/Apple app recommendations for solo and small firm lawyers Using built-in Mac tools (Preview, Keynote, Numbers, Notes) for document management, presentation, and collaboration Mac-based video tools for virtual hearings, depositions, and branding Security, privacy, and intuitiveness of Mac vs. PC for law firms and practitioners Tips for lawyers exploring the Apple ecosystem for the first time Perfect for: Attorneys, legal professionals, and law office staffโfrom beginners to those with intermediate tech-savvyโseeking to leverage Macs and Apple tools for practice transformation, productivity, and client success. MacStock 2025 Panel โ Hardware, Software, and SaaS Items List Below is a curated list of hardware, software, and SaaS (cloud-based) tools discussed during the 2025 MacStock Conference legal tech panel. Each item includes a brief note, organized by category, with links for additional information. ๐ฅ๏ธ Computer Hardware Apple MacBook (Air/Pro): Mac Mini: Apple iPad: Apple Watchโ ๐๏ธ Core Software (macOS/iOS/Integrated) Preview: Pages: Numbers: Keynote: Notes: ๐ป Third-Party Software PDFPenPro (now Nitro PDF Pro): TextExpander: Typinator / TypeIt4Me: Ecamm Live: โ๏ธ SaaS / Cloud-Based Tools ๐ ๏ธ Utility & Integration Tools Spotlight macOS tool for searching files, doing quick calculations, and currency conversion. AppleScript / Automator / Hazel For workflow automation and document management in legal practice. ๐ฆ Other Hardware & Accessories OpenCase MacStock 2025 sponsor, offers MagSafe cases for iPhone and accessories to enhance workflow and device protection. Apple Pro Headphones: (AirPods Max) Additional Learning & Community Resources MacVoices Podcast / Community Shared for Mac info and legal technology networking. TechLaw Crossroads Technology in law blog by Stephen Embry.
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๐๏ธ Ep. #115: Legal Technology Mastery with Law Librarian Jennifer Wondracek โ Essential AI Tools and Skills for Modern Lawyers.
07/08/2025
๐๏ธ Ep. #115: Legal Technology Mastery with Law Librarian Jennifer Wondracek โ Essential AI Tools and Skills for Modern Lawyers.
Our next guest is Jennifer Wondracek, Director of the Law Library and Professor of Legal Research and Writing at Capital University Law School. Jennifer shares her expertise as a legal technologist and ABA Women of Legal Tech Honoree. She addresses three vital questions: the top technological tools law students and lawyers should leverage, strategies to help new attorneys adapt to firm technologies, and ways law firms can automate routine tasks to prioritize high-value legal work. Drawing on her extensive experience in legal education and technology, Jennifer emphasizes practical solutions, the importance of transferable skills, and the increasing role of generative AI in modern legal practice. Join Jennifer and me as we discuss the following three questions and more! As Head Librarian at Capital University Law School, what are the top three technological tools or resources that you believe law students and practicing lawyers should be leveraging right now to enhance legal research and client service? What are the top three strategies that lawyers can use to help law students clerking for a firm, or new attorneys, quickly adapt to become proficient with the technology platforms and tools used in their practice, particularly when these tools differ from what they learned in law school? Beyond legal research, what are the top three ways law firms and solo practitioners can use technology to automate routine tasks and create more time for high-value legal work? In our conversation, we cover the following: [01:03] Jenniferโs Current Tech Setup [06:27] Top Technological Tools for Law Students and Practicing Lawyers [11:23] Case Management Systems and Generative AI [23:15] Strategies for Law Students and New Attorneys to Adapt to Technology [31:03] Permissions and Backup Practices [34:20] Automating Routine Tasks with Technology [39:41] Favorite Non-Legal AI Tools Resources: Connect with Jennifer: LinkedIn: Mentioned in the episode: (free ethics guidance & opinions list) Charlotinโs (free) (free) chart (free-standing order/local rules tracker) (free-standing order/local rules tracker) Hardware mentioned in the conversation: TCL NXTPAPER 11 Plus Tablet: Software & Cloud Services mentioned in the conversation: Clio: CoCounsel: Daylite: Fastcase / vLex: Goblin Tools: IFTTT: LawDroid: Legal Tech Hub: LexisNexis: NSLT: PACER: Procertas: TheFormTool: Westlaw: Zapier:
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๐๏ธ Bonus Episode (TSL Labs): Listen to June 30, 2025, TSL editorial as Discussed by two AI-Generated Podcast Hosts Turn Editorial Into Engaging Discussion for Busy Legal Professionals!
07/01/2025
๐๏ธ Bonus Episode (TSL Labs): Listen to June 30, 2025, TSL editorial as Discussed by two AI-Generated Podcast Hosts Turn Editorial Into Engaging Discussion for Busy Legal Professionals!
๐ง Can't find time to read lengthy legal tech editorials? We've got you covered. As part of our Tech Savvy Lawyer Labs initiative, I've been experimenting with cutting-edge AI to make legal content more accessible. This bonus episode showcases how can transform written editorials into engaging podcast discussions. Our latest experiment takes the editorial "" and converts it into a compelling conversation between two AI hosts who discuss the content as if they've thoroughly analyzed the piece. This Labs experiment demonstrates how AI can serve as a time-saving alternative for legal professionals who prefer audio learning or lack time for extensive reading. The AI hosts engage with the material authentically, providing insights and analysis that make complex legal tech topics accessible to practitioners at all technology skill levels. ๐ Perfect for commutes, workouts, or multitaskingโget the full editorial insights without the reading time. Enjoy!
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๐๏ธ Bonus Episode: TSL Labโs Notebook.AI Commentary on June 23, 2025, TSL Editorial!
06/27/2025
๐๏ธ Bonus Episode: TSL Labโs Notebook.AI Commentary on June 23, 2025, TSL Editorial!
Hey everyone, welcome to this bonus episode! As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussionsโthis episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "" If youโre a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorialโs key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era. Enjoy! In our conversation, the "Bots" covered the following: 00:00 Introduction to the Bonus Episode 01:01 Exploring Generative AI in Law 01:24 Ethical Challenges and Client Confidentiality 01:42 Deep Dive into the Editorial 09:31 Practical Strategies for Lawyers 13:03 Conclusion and Final Thoughts Resources: Google Notebook.AI -
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๐๏ธ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap.
06/24/2025
๐๏ธ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap.
Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping. Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AIโnote-taking, document drafting, and creative ideationโwhile warning of risks like data quality, security, and transparency. Join Matthew and me as we discuss the following three questions and more! What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work? What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area? What are the top three issues lawyers should be wary of when using AI? In our conversation, we covered the following: [01:07] Matthew Tech Setup [04:43] Introduction to Pat Snap and Its Features [13:17] Top Three Ways Lawyers Can Use AI in Their Work [17:29] Ensuring Confidentiality and Security in AI Tools [19:24] Transparency and Ethical Use of AI in Legal Practice [22:13] Contact Information Resources: Connect with Matthew: LinkedIn: Website: Hardware mentioned in the conversation: Apple XDR Display: Herman Miller Chair: Microsoft Surface: MuteMe Button: Samsung Curved Monitor: Software & Cloud Services mentioned in the conversation: Claude: Google Patent: PatGPT: PatSnap: Windows Copilot:
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๐๏ธ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing!
06/10/2025
๐๏ธ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing!
Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation. Join Seth and me as we discuss the following three questions and more! What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys? What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one? What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change? In our conversation, we cover the following: [01:23] Seth's Tech Setup [09:50] Top Three Tech Tools for Scaling Price Benefits [11:27] Detailed Explanation of Clio and SmartAdvocate [12:40] Digital Marketing Changes for Lawyers [16:09] Importance of Local Search and Reviews [19:00] Tips for Understanding Google Analytics [25:13] Final Tips for Future-Proofing Law Firms Resources: Connect with Seth: LinkedIn: Website: Website: Hardware mentioned in the conversation: Comcast Xfinity: Dell Computers: Pixel: Verizon FiOS: Software & Cloud Services mentioned in the conversation: Avvo.com: Clio Cloud: Eva.ai: HubSpot: QuickBooks Online: Salesforce: SmartAdvocate: Supio: TextExpander: Yelp:
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๐๏ธ Ep. 112: How Judges and Lawyers Can Use AI Wisely: Judge Scott Schlegel on Best Practices, Pitfalls, and The Future of Legal Tech.
05/27/2025
๐๏ธ Ep. 112: How Judges and Lawyers Can Use AI Wisely: Judge Scott Schlegel on Best Practices, Pitfalls, and The Future of Legal Tech.
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 and legal expertise. Join Judge Schlegel and me as we discuss the following three questions and more! What are the top three ways lawyers should use AI for their work, and what are the top three ways lawyers do not use AI correctly today? What are the top three things lawyers still get wrong with using technology in the courtroom? AI is the current advancement in technology in the workplace. What are the top three technological advances lawyers should be keeping an eye on soon? In our conversation, we cover the following: [00:59] Top Three Ways Lawyers Should Use AI [04:01] Security and Privacy Concerns with AI [06:49] Common Mistakes Lawyers Make with AI [11:52] What Lawyers Are Still Getting Wrong in Court [18:30] Future Technological Advances for Lawyers [22:18] Keeping the Human Element in AI Use Resources: Connect with Judge Schlegel: LinkedIn: Substack: Software & Cloud Services mentioned in the conversation: LexisNexis: Westlaw:
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๐๏ธ Ep. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition.
05/13/2025
๐๏ธ Ep. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition.
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 the following three questions and more! 1. What are the top three ways lawyers can leverage AI tools like Querious to improve the efficiency and quality of their client interactions without compromising the human element of legal practice? 2. What are the top three challenges in attorney-client conversations that led you to Querious? 3. For lawyers who may be hesitant to adopt AI due to security, privacy, or ethical considerations, what are the top three steps Querious has taken to ensure compliance with professional responsibility rules while safeguarding client confidentiality? In our conversation, we cover the following: [01:18] Enhancing Client Interaction [03:46] Key Challenges Driving Querious Adoption [09:37] Balancing Privilege and Innovation [12:34] How Querious Ensures Ethical, Secure AI for Lawyers [17:33] Integration and Future Plans Resources: Connect with Hilary: LinkedIn: Website: Software & Cloud Services mentioned in the conversation: ยท Querious: ยท Fireflies.ai:
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๐๏ธ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live!
04/29/2025
๐๏ธ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live!
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 Ecammโs 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 legal professionals can present themselves effectively and professionally using Ecammโs robust features. Join Katie and me as we discuss the following three questions and more! What are the top three ways lawyers can use Ecamm to improve virtual client meetings and presentations? What are the top three tips for lawyers looking to create impactful video content - for example, webinars, tutorials, and thought leadership videos using Ecamm? What are the top three features of Ecamm that make it particularly useful for lawyers conducting remote depositions or virtual hearings? In our conversation, we cover the following: [01:20] Katieโs Tech Setup [07:10] Top Three Ways Lawyers Can Use Ecamm [09:36] Ecamm vs. Zoom: Additional Functionality [12:24] Security and Privacy Concerns [13:37] Top Three Tips for Creating Impactful Video Content [18:34] Using Ecamm for Remote Depositions and Virtual Hearings [19:53] Common Tech Issues and Solutions Resources: Connect with Katie: LinkedIn: Website: Hardware mentioned in the conversation: OBSBOT Tiny 2 Cameras: Shure MV6 Microphone: Shure MV7 Microphone: Shure MV7i Microphone:
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๐๏ธ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law.
04/15/2025
๐๏ธ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law.
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 also provides a clear vision for the future of AI in legal practice. Join Jacqueline and me as we discuss the following three questions and more! What are the top three things lawyers should expect from their legal AI assistant? What are the top three ways clearbrief.ai differentiates from its competitors? Regardless of what a lawyer uses, what are the top three things lawyers need to be mindful of regarding their legal and ethical responsibilities? In our conversation, we cover the following: [01:09] Jacqueline's Tech Setup [02:33] Top Three Expectations from Legal AI Assistants [06:58] Top Three Things Lawyers Should Not Expect from Legal AI Assistants [08:36] Clearbrief's Unique Features and Differentiators [17:37] Ethical Responsibilities and Training Staff Resources: Connect with Jacqueline: LinkedIn: Website: Mentioned in the episode: Jacqueline at ABA Techshow: Software & Cloud Services mentioned in the conversation: Clearbrief: LexisNexis:
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๐๏ธ Ep. 108: Women Leading Legal Tech: Sonya Palmer on AI, Apple Setup And Essential Tools.
03/25/2025
๐๏ธ Ep. 108: Women Leading Legal Tech: Sonya Palmer on AI, Apple Setup And Essential Tools.
Our next guest is Sonya Palmer, COO of Rankings.io and host of the LawHer podcast. Today, Sonya shares her expertise on women's roles in legal tech, AI-powered marketing, and optimizing workflows within the Apple ecosystem. She addresses common misconceptions about women in law and technology, offers top tech tips for using social media to grow a legal practice, and highlights frequent mistakes professionals make when adopting AI. Sonya also provides practical advice for disconnecting from work, especially for attorneys, and explores how men and women approach tech-based disconnection differently. Join Sonya and me as we discuss the following three questions and more! It's an interesting fact that more women than men play video games. What are the top three misconceptions people have about women in technology and the practice of law? What are our guest's top three tech tips for using social media to promote a law practice? What are our guest's top three tech tips for disconnecting from work to get peace of mind while maintaining oversight of the practice? Is there a difference between how men and women better disconnect? If so, what are the top three differences and top three similarities between the two? In our conversation, we cover the following: [00:56] Sonya's Tech Setup [06:15] Misconceptions About Women in Technology and Law [08:07] Tech Tips for Social Media Promotion in Law Practice [12:30] Common Errors in Using AI for Marketing [16:03] Tech Tips for Disconnecting from Work [20:54] Differences and Similarities in Disconnecting for Men and Women [22:35] Contact Information Resources: Connect with Sonya: LinkedIn: Website: Email: Podcasts Mentioned in the episode: LawHer Podcast: Mac Geek Gab Podcast: Mac Power Users Podcast: Hardware mentioned in the conversation: Logitech MX Master Mouse: Nintendo Switch: Oura Ring: Scarlett 2i2 Audio Interface: Shure Microphone: Whoop Band: Whoop Band: Software & Cloud Services mentioned in the conversation: ยท Buffer: ยท Claude.ai: ยท ClickUp: ยท Keeper Security: ยท MacRumors: ยท Manus: ยท NotebookLM: ยท Notion: ยท Perplexity: ยท Slack: ยท Sunsama: ยท Superhuman:
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