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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🎙️ 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
🎙️ 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 “Govern Before You Automate,” 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 – Welcome and guest’s background 🌟 00:01:00 – Current tech setup and cloud-based workflows ☁️ 00:02:00 – Privacy and IP management, not client confidentiality 🔐 00:03:00 – Document deduplication with Effingo 📄 00:04:00 – Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone 💻📱 00:05:00 – Efficiency tools: Text Expander, personal workflow shortcuts ⌨️ 00:06:00 – Balancing technology innovation and risk management ⚖️ 00:07:00 – Adapting to change, ongoing legal tech education 🧑💻 00:08:00 – Triple-E Framework: Educate, Empower, Elevate 🚀 00:09:00 – Governance, supervision duties, policy setting 🛡️ 00:10:00 – Human verification as a standard for all legal AI output 🧑⚖️ 00:12:00 – Real-world examples: AI hallucinations, bias, and due diligence ⚠️ 00:13:00 – IT vs. AI expertise, communicating across teams 🛠️ 00:14:00 – Chief AI Governance Officer, governance in legal innovation 🏛️ 00:15:00 – Global compliance, EU AI Act, international standards 🌐 00:16:00 – Hidden AI in legacy software, policy gaps 🔎 00:17:00 – Education as continuous legal responsibility 📚 00:18:00 – Better results through prompt engineering 🔤 00:19:00 – Verify, verify, verify: never trust without review ✔️ 00:20:00 – ABA Formal Opinion 512: standards for responsible legal AI 📜 00:21:00 – Nikki’s Triple-E Protocol, governance best practices 📊 00:22:00 – Data origin, bias, and auditability in legal AI systems 🧩 00:23:00 – Frameworks for “govern before you automate” in legal workflows 🔒 00:24:00 – Importance of internal hosting and zero retention policies 🏢 00:25:00 – Maintaining confidentiality with third-party AI and HIPAA compliance 🤫 00:26:00 – Where to find Nikki and connect 🌐 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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🎙️ 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 🧠⚖️
10/31/2025
🎙️ 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 🧠⚖️
📌 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. 🤖 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. 📋 What You'll Learn: ✅ The technology competence imperative for modern attorneys ✅ How deepfake detection connects to ethical obligations ✅ The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) ✅ Five practical safeguards to implement immediately ✅ Why the "liar's dividend" threatens judicial integrity ⏱️ In Our Conversation, We Cover the Following: [00:00:00 – 00:01:00] Welcome & episode overview—exploring generative AI and legal responsibility in the digital age 📱 [00:01:00 – 00:03:00] The North Bethesda deepfake incident—a 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response 🚨 [00:03:00 – 00:04:00] The technology competence imperative—ABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks 📚 [00:04:00 – 00:05:00] The extent of adoption—31+ states have adopted or adapted tech competence language; it's no longer optional 📍 [00:05:00 – 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices 🔍 [00:06:00 – 00:07:00] Rule 3.3 in the AI era—candor toward the tribunal when evidence authenticity is questioned 🏛️ [00:07:00 – 00:08:00] The liar's dividend phenomenon—how deepfakes undermine trust in all evidence, even genuine materials 🎭 [00:08:00 – 00:09:00] Defending authentic evidence—proactive authentication, metadata, and chain of custody documentation 📊 [00:09:00 – 00:10:00] Rule 8.4 and the ethical precipice—the line between negligence and fraud when submitting unverified digital evidence ⚠️ [00:10:00 – 00:11:00] The Rule 1.6 vs. Rule 3.3 conflict—when client confidentiality must yield to candor with the court 🤝 [00:11:00 – 00:12:00] Disclosure obligations—lawyers must reveal false evidence, even if provided by their own client 📢 [00:12:00 – 00:13:00] Safeguard #1: Invest in education—CLE courses, Florida's three-hour tech requirement, and continuous learning 🎓 [00:12:00 – 00:13:00] Safeguard #2: Establish verification protocols—documentation, metadata demands, and forensic expert consultation 🔐 [00:13:00 – 00:14:00] Safeguard #3: Disclose limitations transparently—admitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel 👥 [00:14:00 – 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations 📝 [00:14:00 – 00:15:00] The bigger question—what's the long-term cost to justice when digital evidence authenticity is perpetually questioned? 🔮 📚 Resources Connect with Michael D.J. Eisenberg 🌐 Website: 📧 Email: 💼 LinkedIn: 📱 Podcast: Mentioned in the Episode 🔹 – Competence requirement (amended 2012) 🔹 – Candor toward the tribunal 🔹 – Misconduct (dishonesty, fraud, deceit, misrepresentation) 🔹 – Confidentiality of information 🔹 – October 2025 case study 🔹 – Three hours of technology-focused continuing legal education every three years 🔹 – Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language
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🎙️ Ep. #123: Episode 123: Former Federal Prosecutor Reveals How AI Levels the Playing Field in Criminal Defense 🎙️⚖️🤖
10/28/2025
🎙️ Ep. #123: Episode 123: Former Federal Prosecutor Reveals How AI Levels the Playing Field in Criminal Defense 🎙️⚖️🤖
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! 🎯 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 ⏱️ 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 📚 Connect with Lance Kennedy 🤝 Website: LinkedIn: Phone: (737) 324-7540 Mentioned in the Episode 💡 Apple Annual Upgrade Program: Apple Business Account: Hardware Mentioned in the Conversation 💻 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 ☁️ 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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🎙️ Ep. 122: Cybersecurity Essentials for Law Firms: Proven Strategies from Navy Veteran & Attorney Cordell Robinson
10/14/2025
🎙️ 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! 🎙️ 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: ⏱️ - 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 📚 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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🎙️ Ep. 121: Iowa Personal Injury Lawyer Tim Semelroth on AI Expert Testimony Prep, Claude for Legal Research and Client Communications Tech!
09/30/2025
🎙️ 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! ⭐️⭐️⭐️⭐️⭐️
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🎙️ Ep. 120: AI Game Changers for Law Firms - Stephen Embry on Legal Tech Adoption and Privacy Concerns 🤖⚖️
09/16/2025
🎙️ Ep. 120: AI Game Changers for Law Firms - Stephen Embry on Legal Tech Adoption and Privacy Concerns 🤖⚖️
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. 💻 Join Stephen Embry and me as we discuss the following three questions and more! 🎯 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! 📝 [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 📚 Connect with Stephen Embry • Email: • Blog: Tech Law Crossroads - • Above the Law Contributions: • LinkedIn: [Stephen Embry LinkedIn Profile] Mentioned in the Episode • ILTA (International Lawyers Technology Association) Conference 2025 - • Max Stock Conference - Chicago area legal technology conference• Consumer Electronics Show (CES) - • Federal Rules of Civil Procedure - • Apple Event (October 9th) - Apple's product announcement events• Gaylord Conference Center - Washington, DC area conference venue Hardware Mentioned in the Conversation 🖥️ • MacBook Air M4 (13-inch) - • iPad Pro - • iPad Air - • iPad Mini - • iPhone 16 - • Apple Watch Ultra 2 - • AirPods Pro - • Samsung Galaxy (Android phone) - • Samsung Galaxy Fold 7 - Software & Cloud Services Mentioned in the Conversation ☁️ • Apple Intelligence - • ChatGPT - • Claude (Anthropic) - • Brock AI - AI debate and argumentation tool• Notebook AI - • Microsoft Word - • Dropbox - • Backblaze - • Synology - • 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 📧
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🎙️ Ep. 119: Steve Fretzin Reveals Essential Tech Tools Every Solo Lawyer Needs to Dominate The Competition!
09/02/2025
🎙️ 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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🎙️Ep. 118: Essential Legal Tech Competency - Colin S. Levy on Building Foundational Technology Skills for Modern Lawyers!
08/19/2025
🎙️Ep. 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 money💰). 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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🎙️ Ep. 117: Legal Tech Revolution, How Dorna Moini Built Gavel.ai to Transform the Practice of Law with AI and Automation
08/05/2025
🎙️ Ep. 117: Legal Tech Revolution, How 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: — Podcast platform (for reviews) — AI conversational assistant by OpenAI — AI-powered legal automation platform (formerly Documate) — AI assistant for legal document review and redlining (part of Gavel) — Apple news and product cycle information — Workspace for notes, databases, and project management — Team communication and collaboration platform Hardware: — Smartphone — Compact desktop computer — Desktop computer — Laptop computer — Smart mattress and sleep technology Other: — For business purchases and trade-ins
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🎙️ Ep. #116: Free Versus Paid Legal AI: Conversation with DC Court of Appeals Head Law Librarian Laura Moorer
07/22/2025
🎙️ 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 methods—like those used with LexisNexis and Westlaw—can 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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🎙️Bonus Ep.: Mac vs. PC for Attorneys - Live from MacStock 2025, Our Panel Shares Essential Tech Tools and Tips for Law Firms!
07/15/2025
🎙️Bonus 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 staff—from beginners to those with intermediate tech-savvy—seeking to leverage Macs and Apple tools for practice transformation, productivity, and client success. MacStock 2025 Panel — 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. 🖥️ Computer Hardware Apple MacBook (Air/Pro): Mac Mini: Apple iPad: Apple Watch” 🗂️ Core Software (macOS/iOS/Integrated) Preview: Pages: Numbers: Keynote: Notes: 💻 Third-Party Software PDFPenPro (now Nitro PDF Pro): TextExpander: Typinator / TypeIt4Me: Ecamm Live: ☁️ SaaS / Cloud-Based Tools 🛠️ 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. 📦 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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🎙️ Ep. #115: Legal Technology Mastery with Law Librarian Jennifer Wondracek – Essential AI Tools and Skills for Modern Lawyers.
07/08/2025
🎙️ Ep. #115: Legal Technology Mastery with Law Librarian Jennifer Wondracek – 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] Jennifer’s 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) Charlotin’s (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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🎙️ 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
🎙️ 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!
🎧 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. 🚀 Perfect for commutes, workouts, or multitasking—get the full editorial insights without the reading time. Enjoy!
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🎙️ Bonus Episode: TSL Lab’s Notebook.AI Commentary on June 23, 2025, TSL Editorial!
06/27/2025
🎙️ Bonus Episode: TSL Lab’s 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 discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "" If you’re a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial’s 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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🎙️ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap.
06/24/2025
🎙️ 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 AI—note-taking, document drafting, and creative ideation—while 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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🎙️ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing!
06/10/2025
🎙️ 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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🎙️ 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
🎙️ 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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🎙️ Ep. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition.
05/13/2025
🎙️ 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: · Querious: · Fireflies.ai:
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🎙️ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live!
04/29/2025
🎙️ 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 Ecamm’s advanced functionality. Katie addresses critical security and privacy concerns, offering reassurances for sensitive legal communications. Also, Katie shares expert tips for creating impactful video content, emphasizing how legal professionals can present themselves effectively and professionally using Ecamm’s 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] Katie’s 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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🎙️ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law.
04/15/2025
🎙️ 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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🎙️ Ep. 108: Women Leading Legal Tech: Sonya Palmer on AI, Apple Setup And Essential Tools.
03/25/2025
🎙️ 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: · Buffer: · Claude.ai: · ClickUp: · Keeper Security: · MacRumors: · Manus: · NotebookLM: · Notion: · Perplexity: · Slack: · Sunsama: · Superhuman:
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🎙️ Ep. 107: AI Demand Pro Co-Founder Travis Easton on Fast, Effective Settlement Drafting!
03/04/2025
🎙️ Ep. 107: AI Demand Pro Co-Founder Travis Easton on Fast, Effective Settlement Drafting!
My next guest is Travis Easton, Co-Managing Partner of Easton & Easton LLP and CEO of AI Demand Pro, Inc. We discusses how AI is transforming legal workflows. Travis outlines three benefits of AI: boosting efficiency, revenue, and work quality. He also explores real-world uses of ChatGPT and Claude for tasks like drafting emails while stressing data privacy and accuracy. Furthermore, Travis warns of pitfalls like AI hallucinations and over-reliance, underscoring that lawyers must always review and finalize AI-assisted work to ensure integrity. All this and more! Enjoy! Join Travis and me as we discuss the following three questions and more! What are your top three AI strategies for enhancing daily legal tasks, and how can lawyers integrate them seamlessly? How does AI Demand Pro leverage AI to streamline legal processes more effectively than traditional methods, and what are the key benefits of this approach? What are the top three potential pitfalls or red flags that users of AI tools like AI Demand Pro should be aware of to ensure responsible and effective use? In our conversation, we cover the following: [00:56] Travis's Tech Setup [06:29] AI Strategies for Enhancing Legal Tasks [11:55] Real-Time Examples of AI Use in Legal Practice [14:54] Potential Pitfalls of AI Tools in Legal Practice [20:14] Ensuring Responsible and Effective AI Use [22:33] Contact Information Resources: Connect with Travis: LinkedIn: Website: Email: Software & Cloud Services mentioned in the conversation: AI Demand Pro: https://www.demandpro.ai Apple iPad: https://www.apple.com/ipad/ Apple iPhone: https://www.apple.com/iphone/ Apple Keyboard: https://www.apple.com/keyboards/ Apple MacBook Air: https://www.apple.com/macbook-air/ Apple Pencil: https://www.apple.com/apple-pencil/ Apple TV: https://www.apple.com/tv/ CasePeer CRM: https://www.casepeer.com ChatGPT: https://chat.openai.com Claude AI: https://claude.ai DocReviewPad: https://www.litsoftware.com/docreviewpad ExhibitsPad: https://www.litsoftware.com/exhibitspad LIT Software Suite: https://www.litsoftware.com Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word TimelinePad: https://www.litsoftware.com/timelinepad TranscriptPad: https://www.litsoftware.com/transcriptpad TrialPad: WordPerfect: https://www.wordperfect.com
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🎙️Ep. 106: How Lawyers Can Protect Client Data in the Age of AI - A conversation with Erich Dylus!
02/18/2025
🎙️Ep. 106: How Lawyers Can Protect Client Data in the Age of AI - A conversation with Erich Dylus!
Our next guest is Erich Dylus, an attorney and programmer who founded Varia Law, a consulting and programming firm focused on autonomous technology, and CamoText, a fully offline text anonymization tool for secure and compliant AI workflows. In this episode, Erich shares practical strategies for protecting client data in the age of AI, explains how CamoText helps lawyers anonymize sensitive information before using large language models (LLMs), and outlines best practices for maintaining confidentiality. He also offers clear advice on choosing the right AI LLM for specific legal tasks. Tune in for actionable tips and expert insights on safeguarding privacy while leveraging AI in legal practice and more! Enjoy! Join Erich and me as we talk about the following questions and more! What is our guest's top three tips for maintaining privacy and security when using messaging apps like Signal, WhatsApp, Telegram, Messages, etc.? What are the top three ways CamoText helps lawyers ensure they maintain their clients’ PII? What is our guest's top three specific ways for solo or small firm lawyers (or maybe any entrepreneur, for that matter) to use LLMs? In our conversation, we cover: [00.37] Tech Setup - Erich’s current tech setup. [04.46] Messenging - The top three privacy and security maintenance tips for messaging apps. [10.26] Suspicious Links - The importance of being suspicious about links and files received in messaging apps. [11.45] CamoText – Erich explains the origin of CamoText. [15.32] Personally Identifiable Information – CamoText’s features for reducing privacy risks. [21.43] LLM – Erich’s concerns and suggestions for using LLMs (Large Language Models). [24.32] Recommendations – Erich shares his recommendations for different LLMs, highlighting their strengths and typical uses. Resources Connect with Erich Dylus LinkedIn - Website - Equipment Mentioned in the Podcast Dell Laptop Computers - HP Monitors - iPhone 14 - Lenovo X1 Carbon - Mac Mini - Software & Services Mentioned in the Podcast Cursor AI - Proton -
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🎙️Ep. 105: Cat Moon on Mindsets, Tech, and The Future Of Law!
02/04/2025
🎙️Ep. 105: Cat Moon on Mindsets, Tech, and The Future Of Law!
Meet Cat Moon, Co-Director of the Vanderbilt AI Law Lab, legal educator, and a leading innovator in legal tech. Today, Cat shares strategies to encourage lawyers and students to embrace innovation, emphasizing the importance of curiosity, collaboration, and experimentation. She discusses handling resistance to technology, cultivating critical tech mindsets, and tailoring tools to individual needs. Cat highlights her favorite platforms, such as ChatGPT and Slack. She also explores emerging technologies such as generative AI and quantum computing and underscores lawyers' ethical responsibilities in using tech. Join Cat and me as we discuss the following three questions and more! What are the top three strategies that you have found most effective for encouraging lawyers and law students to embrace technological innovation? Based on your experience working with both practicing attorneys and law students, what do you think are the most critical tech skills lawyers need to develop today to stay competitive in the future? Given your prior and extensive experience, what are your top three emerging technologies you see having the biggest impact on legal, education, and practice in the next five years? In our conversation, we cover the following: [01:08] Cat's Tech Setup [02:58] Cat's Tech Devices and Accessories [07:35] Strategies for Encouraging Technological Innovation [10:20] Handling Resistance to Technology [14:26] Critical Tech Skills for Lawyers [17:58] Favorite Tech Tools and Tips [25:11] Emerging Technologies in Legal Education and Practice [29:36] Ethical Obligations and Technological Reliability [33:19] Contact Information Resources: Connect with Cat: LinkedIn: BlueSky: Hardware mentioned in the conversation: Anker Batteries & Chargers: Software & Cloud Services mentioned in the conversation: SaneBox:
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🎙️ Ep. 104: The Importance of Data Backup & Cybersecurity w "Mr. Backup", Curtis Preston!
01/21/2025
🎙️ Ep. 104: The Importance of Data Backup & Cybersecurity w "Mr. Backup", Curtis Preston!
Our next guest is Curtis Preston, AKA "Mr. Backup". Curtis is a backup and cyber recovery expert, author, podcast host, and technical evangelist for S2Data.com, a firm specializing in helping companies leverage their legacy data. He has been working in the space since 1993 and has written four books on the subject: Modern Data Protection, Backup & Recovery, Using SANs and NAS, and Unix Backup & Recovery. He joined us today to talk about the importance of cybersecurity for lawyers. Join Curtis and me as we talk about the following three questions and more! What are the top three things lawyers are doing wrong with their own cyber security, and how can they correct it? What are the top three issues lawyers are missing or not understanding when it comes to E-discovery? What are the top three things lawyers should be doing when they're under a ransomware attack? In our conversation, we cover: [01.13] Tech Setup – Curtis’s current tech setup. [03.13] Challenges - Challenges of using Windows and Mac operating systems. [07.07] Tips & Tricks - Curtis shares his top three tips for balancing between Windows and Mac. [08.52] Multi-Factor Authentication - Importance of multi-factor authentication and password managers. [13.00] Data Backup - Curtis explains why not backing up your data is a mistake. [19.43] Recovery Services - The importance of having a third-party cloud backup. [20.14] E-Discovery - Curtis explains the E-Discovery challenges and best practices. [22.49] Documented Process – The importance of having a documented, well-tested process for e-discovery. [24.38] Ransomware Attack – Curtis explains the initial steps of handling a ransomware attack. [28.25] The importance of having an authentication and authorization system for a backup. [32.10] Air Gap Backup - Curtis explains how to make an Air Gap backup. [36.07] Relationships - Developing a relationship with cyber professionals. [38.38] Security Questionnaire - The top three things to look for in a security questionnaire from a provider. RESOURCES Connect with Curtis LinkedIn – Websites – Books by W. Curtis Preston Equipment Mentioned in the Podcast Apple iPhone 15 - Apple MacBook Pro - Audio-Technica Microphone - Dell Latitude Laptop Computers - Logitech Brio Webcam - Software & Services Mentioned in the Podcast Cohesity Data Security & Management - Dropbox - iCloud - Rubrik Data Protection Solutions - s2data - Time Machine -
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🎙️ Ep. 103: Mastering Briefs – How TypeLaw Transforms Legal Writing and Compliance.
01/07/2025
🎙️ Ep. 103: Mastering Briefs – How TypeLaw Transforms Legal Writing and Compliance.
In this episode, Chris Dralla, co-founder & CEO of TypeLaw, shares his journey from the legal profession to developing the AI-powered platform that assists with court brief formatting and compliance. He discusses the platform's features, including citation checking, table of contents creation, and dynamic editing. Chris explains how TypeLaw helps save lawyers 20-40 hours per brief by handling technical aspects and ensuring compliance with local court rules. This allows lawyers to focus on more meaning tasks. He also emphasizes the platform's security measures, compatibility with multiple document formats, and adaptability to evolving legal requirements. Additionally, Chris touches on customer support and the future of digital legal documentation. Join Chris and me as we discuss the following three questions and more! What are the top three key benefits of using TypeLaw's brief editing features, and how does it compare to traditional word processing software for legal documents? What are the top three security concerns lawyers should consider when using a product like TypeLaw? How does TypeLaw ensure compliance with local court rules across different jurisdictions, and how frequently are these rules updated in the system? In our conversation, we cover the following: [00:43] Chris's Current Tach Setup [11:38] Key Benefits of TypeLaw's Brief Editing vs. Traditional Word Processors [16:27] How TypeLaw Boosts Efficiency for Lawyers [23:08] Top 3 Security Concerns for Lawyers Using [37:15] How TypeLaw Stays Compliant with Local Court Rules [42:40] Contact Information Resources: Connect with Chris: LinkedIn: Website: Software & Cloud Services mentioned in the conversation: TypeLaw: WordPerfect:
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🎙️ Ep. 102: From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI.
12/10/2024
🎙️ Ep. 102: From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI.
Welcome back , the CEO and Founder of LawDroid, a legal tech pioneer revolutionizing law firms with AI-driven solutions! Today, Tom explains how LawDroid has evolved from classical AI to incorporating natural language and generative models. He highlights its hybrid platform, AI receptionists, and automation features. He discusses AI-driven legal research and document management, stressing accuracy through retrieval-augmented generation. Tom advises lawyers to see AI as a collaborator, not an infallible tool, and to manage expectations about its capabilities. Join Tom and me as we discuss the following three questions and more! What are the top three ways generative AI has transformed LawDroid's offerings and operations? What are the three most critical security concerns legal professionals should consider when using AI-integrated products like LawDroid? For each situation, provide strategies to address these concerns. What are the top three things lawyers should not expect from products like LawDroid? In our conversation, we cover the following: [01:31] Tom's Current Tech Setup [05:59] LawDroid's Evolution and AI Integration [08:36] AI-Driven Features in LawDroid [09:47] Security Concerns in AI-Integrated Legal Products [12:45] Addressing Security and Reliability in LawDroid [16:33] LawDroid's Legal Research and Document Management [18:21] Expectations and Limitations of Legal AI [20:51] Contact Information Resources: Connect with Tom: LinkedIn: Website: Software & Cloud Services mentioned in the conversation: ChatGPT: Claude: LawDroid CoPilot: LawDroid: Notebook LM: Perplexity AI: PipeDrive:
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🎙️ Ep 101, Unpacking Tech Travel Tips with Globetrotting Pro, Pete Harman, your essential guide toward connectivity on the go!
11/26/2024
🎙️ Ep 101, Unpacking Tech Travel Tips with Globetrotting Pro, Pete Harman, your essential guide toward connectivity on the go!
Our next guest is Pete Harmon. Pete is not just a veteran and an experienced pilot for a major air delivery service with decades of travel experience but also the co-host of the long-running "Mac Geek Gab" podcast and the creator of "So There I Was," an aviation-focused storytelling podcast. In this episode, Pete shares his wealth of knowledge on staying connected while traversing the globe. His insights are particularly valuable for legal professionals who need to maintain seamless communication and productivity, whether they're traveling locally, across state lines, or internationally. From essential gadgets to connectivity hacks, Pete's tips will help you navigate the digital landscape of modern travel with confidence. To cap off our episode, Pet shares a riveting war-era anecdote about a pilot blinded in action who ingeniously used his plane's mechanical technology to rescue an injured marine 20 miles away! Join Pete and me as we discuss the following three questions and more! What are the top three tech tips for getting on and using the internet during your national and international travels? What are your favorite top three war stories regarding computer tech issues on the road? What are the top three tech gadgets you bring besides your phone, laptop, or tablet when traveling? B1 What are Pete’s top three favorite non-tech gadgets he brings on travel? B2. What are Pete's top three tips or suggestions about going through security with tech? In our conversation, we cover the following: [00:42] Pete's Tech Setup [05:57] Top 3 Tech Tips for Staying Connected While Traveling [17:52] War Stories and Tech Mishaps [26:50] 3 Must-Have Tech Gadgets for Travel [32:11] Favorite Non-Tech Gadgets for Travel [42:22] Connect with Pete Resources: Connect with Pete: Mac Geek Gab: So There I Was: Hardware mentioned in the conversation: AirFly Pro: Anker 100W Cube Charger: Anker Slim Flat Laptop Charger: Audio-Technica USB Microphone: GL-MT3000 Travel Router: Pokefi Portable WiFi: Ultimate Ears Bluetooth Speaker: Software & Cloud Services mentioned in the conversation: AT&T: Channels DVR: Mint Mobile: NeverSSL – OpenVPN – SiriusXM: Synology NAS: T-Mobile: TuneIn: Verizon: WireGuard VPN–
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Episode 100: Guest Host Carolyn Elefant Catching Up with Your Tech-Savvy Lawyer Blogger And Podcaster!
11/12/2024
Episode 100: Guest Host Carolyn Elefant Catching Up with Your Tech-Savvy Lawyer Blogger And Podcaster!
In this special 100th Episode, guest host Carolyn Elefant catches up with your tech-savvy lawyer, blogger, and podcaster. We discuss my current tech setup, how technology is changing legal practice, and the impact of AI on client communication and law work. We also discuss practical tips for using tech tools effectively to improve efficiency and strengthen client relationships. This milestone episode is full of insights for lawyers, judges and legal practitioners looking to stay ahead in legal tech! Join Carolyn and me as we discuss the following three questions and more! How have some of the other legal tech tools that Michael uses transformed the way that he works with clients and deliver service to them since the 50th episode? What are the challenges as well as the opportunities legal professionals who use technologies like AI, like gen AI are having and what are the implications they have for client confidentiality and data security? What are the most significant challenges and opportunities Michael has observed for legal professionals using technology to enhance client confidentiality and data security? In our conversation, we cover the following: [01:03] Michael's Current Tech Setup [04:13] Legal Tech Tools and Client Communication [07:04] Evolution of AI in Legal Practice [09:50] Challenges and Opportunities with AI [15:40] Practical Advice for Tech Use in Legal Practice [21:08] Connect with Carolyn Connect with Carolyn: Linkedin: Website: Resources: Hardware mentioned in the conversation: Blue Yeti Microphone: Elgato Ring Light: Elgato Stream Deck: Shure MV7 Microphone: Software & Cloud Services mentioned in the conversation: Apple Encryption: Backblaze: Carbon Copy Cloner: NordVPN: Setapp: Text Expander:
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Episode 99: Navigating the Intersection of Law Ethics and Technology with Jayne Reardon
10/29/2024
Episode 99: Navigating the Intersection of Law Ethics and Technology with Jayne Reardon
Meet Jayne Reardon, a nationally renowned expert on legal ethics and professionalism who provides ethics, risk management, and regulatory advice to lawyers and legal service providers. Jayne is an experienced trial lawyer who has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. She also sits on the national roster of the American Arbitration Association for Commercial and Consumer Arbitration. Moreover, she is a certified neutral in the Early Dispute Resolution Process. Jayne's experience includes service as Executive Director of the Illinois Supreme Court Commission on Professionalism, an organization dedicated to promoting ethics and professionalism among lawyers and judges, and disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission. In today's conversation, Jayne explores ethical concerns for lawyers using AI, focusing on ABA Model Rules. She also discusses billing ethics, advising transparency in engagement letters and time tracking. Furthermore, Jayne highlights online civility, warning against impulsive posts and labeling, and real-life cases to underscore the importance of ethical vigilance in AI-integrated legal practice. Join Jane and me as we discuss the following three questions and more! What are your top three warnings to lawyers about using AI in line with the ABA model rules of ethics? Some lawyers are creating DIY services online through chatbots, AI for clients, through chatbots and AI for clients to handle their legal affairs. What are the top three ethical concerns these lawyers should be wary of when creating these services? What are your top three suggestions about lawyers being civil to one another and others online? In our conversation, we cover the following: [01:11] Jayne's Current Tech Setup [04:50] Handling Tech Devices and Daily Usage [08:51] Ethical Considerations for AI in Legal Practice [19:21] Ethical Considerations for AI-Assisted Services [26:37] Civility in Online Interactions [30:58] Connect with Jayne Resources: Connect with Jayne: E-mail: LinkedIn: Hardware mentioned in the conversation: AirPods: Apple Watch: iPad: iPhone: Mac: PC (Windows device): Software & Cloud Services mentioned in the conversation: LexisNexis AI: Westlaw AI: * the “W-Calendar” program I refered to apparently is no longer an active software program available for purchase.
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