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.)

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. /episode/index/show/thetechsavvylawyerdotpage/id/33852732

🎙️Ep. # 98 - Streamlining Legal Workflows. Michael Anderson, Chief Product Officer at FileVine on LPM Evolution. 10/15/2024

Ep. # 95, Revolutionizing Immigration Law and Law Practice as a Whole, Tech Strategies for Modern Attorneys, my conversation with Ruby Powers. 09/03/2024

Ep. # 95, Revolutionizing Immigration Law and Law Practice as a Whole, Tech Strategies for Modern Attorneys, my conversation with Ruby Powers. This week’s episode features Ruby Powers, a board-certified immigration attorney, author, speaker, small business owner, law practice management consultant, and podcaster. She is the founder of Powers Law Group, a Houston-based, full-service immigration law firm. She provides comprehensive services such as family immigration, employment-based immigration, consular processing, asylum, deportation, and waivers of inadmissibility. She joined us today from Salt Lake City, Utah just after the 2024 Lex Summit to talk about her current tech setup and share some suggestions for those transitioning to a new LPM. In addition to her current tech setup and suggestions for new LPM transitions, she explains what security measures she’s taken while traveling internationally and also while border-crossing. Join Ruby and me as we discuss the following three questions and more! What are the top three pieces of tech, whether it be hardware or software, that you think every attorney should have to power up their practice? You recently transitioned your LPM. What are your top three suggestions to lawyers when they're making this transition? What are your top three pieces of tech, hardware, software or utility that a lawyer should expect from their LPM? In our conversation, we cover: [01.27] Tech Setup – Ruby’s current tech setup. [04.30] Power up – Ruby’s best three tech pieces that every attorney should have. [07.40] Security – Ruby explains how she maintains security while traveling internationally. [08.43] Client data protection – Ruby explains how she secures client data when crossing the border. [10.25] LPM Transition – Tuo three suggestions when transitioning to a new legal project management. [15.00] The top three pieces of technology, hardware, software, or utilities that lawyers should expect from their legal project management software Resources: Connect with Ruby LinkedIn - Website - Power Up Your Practice: Create the Law Firm and the Life You Deserve By Ruby Powers - Power Up Your Practice Podcast: Equipment Mentioned in the Podcast HP Computers - Jabra Headset - Samsung Android - Yeti Microphone - Software & Services Mentioned in the Podcast ChatGPT - Dropbox - f.lux - FileVine - Moment - /episode/index/show/thetechsavvylawyerdotpage/id/33792057

🎙️ Episode #94, Mastering Legal Tech & Protecting Your Firm’s “Brand”: From WordPress to Trademarks with Andrea Sager! 08/20/2024

Episode 93, Part II, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! 08/06/2024

Episode 93, Part II, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! In this second part of our conversation with Alexander Paykin, we dive deeper into the practical applications of technology in modern law practice. As a tech-savvy commercial litigator and managing director of The Law Office of Alexander Paykin, P.C., he shares invaluable insights on leveraging cutting-edge tools to enhance legal services. Paykin explores the transformative power of cloud computing in law firms, discussing its benefits for collaboration and accessibility while addressing critical security concerns. He offers practical advice on implementing robust cybersecurity measures to protect sensitive client data and maintain ethical standards in the digital age. Drawing from his experience and involvement with bar associations, Paykin provides actionable strategies for attorneys to streamline operations, improve client service, and drive growth through technology. He also looks ahead to emerging technologies shaping the future of legal practice. This episode is a must-listen for attorneys seeking to harness technology's potential to stay competitive and deliver superior outcomes for clients in an ever-evolving legal landscape. We discuss the following question and more! What are the top three ways cloud computing has changed the way Alex's practice law? What are the top three cybersecurity concerns that lawyers should be aware of when using cloud-based services? What are the top three ways Alex sees technology continuing to shape the legal profession in the coming years? Bonus question: What advice would you give to attorneys who are looking to adopt new technologies in their practice? In this episode, we cover: [02:15] - Cloud computing in law practice [06:30] - Cybersecurity concerns and best practices for law firms [11:45] - Client communication and collaboration tools [15:30] - The future of legal technology and emerging trends [20:00] - Advice for attorneys looking to adopt new technologies [24:15] - The importance of continuous learning in legal tech [28:00] - Closing thoughts and contact information for Alexander Paykin RESOURCES Connect with Alexander LinkedIn - Website - Hardware mentioned: Mobile devices (implied in discussion about remote access) Link: Servers (for on-premises hosting) Link: Software mentioned: Adobe Sign (electronic signature software) Link: Clio (practice management software) Link: DocuSign (electronic signature software) Link: Google Workspace (formerly G Suite) Link: Microsoft 365 (formerly Office 365) Link: Microsoft Teams (collaboration platform) Link: MyCase (practice management software) Link: Rocket Matter (practice management software) Link: Slack (team communication platform) Link: Zoom (video conferencing software) Link: /episode/index/show/thetechsavvylawyerdotpage/id/33676132

Episode 93, Part I, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! 07/23/2024

Episode 93, Part I, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success! In today’s fast-paced world, smart technology has become an essential part of our daily lives, revolutionizing how we manage our homes and workplaces. Integrating smart technology makes daily chores easier and offers strong security measures to safeguard our homes and private data. From smart locks and thermostats to integrated security systems, these advancements provide unparalleled convenience, efficiency, and protection. Today, we are joined by Alexander Paykin. He is a commercial litigator, real estate litigator, business lawyer, complex transaction attorney, and the managing director and sole owner of The Law Office of Alexander Paykin, P.C. He is a successful advocate for many complex topics because of his varied life experiences, which have enabled him to comprehend other cultures, mentalities, and points of view. Mr. Paykin's firm is designed as a high-tech, client-centered law firm that focuses on providing efficient services in litigation and complex transactions involving business/commerce, finance, and real estate. On behalf of the American Bar Association, the New York State Bar Association, and other attorney associations and groups, Mr. Paykin often instructs fellow attorneys in continuing legal education (CLE) seminars. In the first part of our conversation with him, he explains how he uses technology to enhance his overall quality of life. IN OUR CONVERSATION WE COVER: [01.35] Tech setup – Alexander explains his current tech setup and why he recommends investing in a secondary screen. [07.46] Data management – Alexander explains his data management and backup strategy. [12.58] Encrypted backups – Alexander explains their backup strategy to protect against ransomware and data loss. [18.31] Alexander explains why he uses two smartphones. [22.16] Safety & Security – Michael explains his approach, which combines practicality with security, showing how to keep essentials organized while minimizing risks. [25.32] What’s in Alex’s wallet? [30.12] Technology and daily life – Alexander explains their comprehensive smart home and office setup, focusing on convenience and security. RESOURCES Connect with Alexander LinkedIn - Website - EQUIPMENT MENTIONED IN THE PODCAST Big Skinny Wallets - Google Nest Hub Max - Google Nest Security Products - Google Pixel 8 - SCOTTeVest - XPS Laptop Computers - /episode/index/show/thetechsavvylawyerdotpage/id/33620597

Episode #92: Finding the Right Crossroads for AI Use, Success, and the Law, Troy Doucette of AI.Law. 07/09/2024

Episode #92: Finding the Right Crossroads for AI Use, Success, and the Law, Troy Doucette of AI.Law. In the legal landscape, the adoption of new technologies offers remarkable benefits. Tools like AI-driven document drafting systems empower attorneys to efficiently create complex legal documents without needing advanced technical skills. Embracing these kinds of technologies will save time and allow legal professionals to focus on higher-value tasks. Troy Doucet is a top-rated litigation attorney, legal tech innovator, and the founder of AI.Law, a legal document drafting system. Having studied economics in college and built a prestigious practice as a litigation lawyer, he has a unique viewpoint on the revolutionary possibilities of artificial intelligence. His knowledge of the litigation process is currently being directed toward creating artificial intelligence to increase accessibility to the legal system. Troy frequently lectures about the impact of artificial intelligence on the legal sector and how it will fundamentally change the way lawyers provide services. Troy has taught multiple programs on consumer law, real estate law, and AI. Troy and I discuss the following three questions and more! What are the top three things AI.Law can do either faster or better than an attorney who does not use AI.Law? What are three ways AI dot law prevents hallucinations, and what are the top three things attorneys should do when using AI to help draft their documents, prevent you to prevent hallucinations? What inspired you to create AI.Law? In our conversation, we cover: [01.29] Tech setup – Troy’s current tech setup. [02.44] AI.Law – Troy explains how AI.Law works on mobile devices. [05.00] Learning obstacles – Troy shares how he shifted from Android to Apple. [08.41] The benefits – The advantages of using AI.Law. [11.44] Computer proficiency – Troy explains why lawyers don’t need advanced technical skills to use AI.Law. [13.52] Efficiency – Troy explains how AI.Law can save time and allows legal professionals to focus on higher-value tasks. [18.25] Hallucinations – A guide to minimize hallucinations. [21.09] Other AIs – Troy talks about the AI products he uses other than AI.Law. [22.17] The inspiration – Troy explains what inspired him to create AI.Law. [26.00] Terms of Services – The terms of services people should look out for when using AI. [29.48] The usage of AI – The importance of choosing the AI that will work best for you. [33.40] Do It Yourself – Troy explains his take on lawyers using AI as a DIY service. [38.29] Emotional component – How AI can help people in unexpected situations in life. Resources: Connect with Troy LinkedIn – Website – SPECIAL DISCOUNT CODE FOR NEW USERS AT AI.LAW: "Tech Savvy" Equipment Mentioned in the Podcast HyperX Vision S Webcam – Infinite RS desktop - iPhone 15 - LG TV - Software & Services Mentioned in the Podcast AI.law - MacRumors - /episode/index/show/thetechsavvylawyerdotpage/id/33469862

🎙️ Episode 91: How Lawyers Could 📈 Improve Their 📹 Online Videos with Mark Wonderlin! 🎬 06/25/2024

Episode #90: How Lawyers Can Balance Work and Personal Tech: Insights from Paul Secunda on Privacy and Productivity! 06/11/2024

Episode #90: How Lawyers Can Balance Work and Personal Tech: Insights from Paul Secunda on Privacy and Productivity! Emerging technologies simplify many aspects of life, but they also make it increasingly challenging to safeguard privacy in both personal and professional settings. As a lawyer, it is essential for you to stay informed about how to protect privacy by utilizing the appropriate tools and equipment. Paul Secunda joined us today to talk about protecting your privacy, building open communication between employer and employee, tech tips to focus on your work, and more. Paul Secunda is a partner at Walcheske Luzi LLC. He leads the ERISA litigation unit, which focuses on retirement, medical, and disability class action litigation. He also serves as a consultant, testifying expert, and mediator in the fields of employee benefits and workplace law. Paul is a former labor and employment law professor with 18 years of experience at two law schools, focusing on employment law and employee benefits. Throughout his career, Paul has been engaged in litigating, teaching, and writing about workplace law, handling tasks from reviewing employee handbooks to managing complex class action lawsuits and submitting amicus briefs to the Seventh Circuit Court of Appeals and the U.S. Supreme Court. Paul’s expertise spans employee rights and the practical application of technology in both professional and personal contexts. Join Paul and me as we talk about the following three questions and more! What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? What are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm? What are your top three tech tips to ensure focus at work, to help prevent necessary work during personal time? In our conversation, we cover: [01.28] Tech Setup - Paul’s current tech setup. [09.00] The Balance – Balancing technology as a small law firm. [10.00] Tech tips – Paul shares some tech tips for separating personal and professional life. [11.40] Clients - How to work with overbearing clients? [13.26] Superiors – Paul explains how you can handle your superiors. [16.38] Open Communication – The importance of open communication between employer and employee. [20.06] Tech Rights – Paul explains how employee privacy rights differ significantly between public and private workplaces. [25.44] Tracking Software – Paul explains why he would advise against letting your employer put tracking software in your computer. [29.52] Focusing on work – Paul shares three tech tips you can use to focus on your work and prevent working on your personal time. Resources: Connect with Paul LinkedIn - Website - Equipment Mentioned in the Podcast Fujitsu Scanners - HP Printers - iPhone 15 Pro - MacBook Air - Software & Services Mentioned in the Podcast Adobe Acrobat Reader - Clio - Sanebox - TurboScan - WordPerfect - Transcript 00:00:00] Michael D.J. Eisenberg: Episode 90, Balancing Your Use of Technology Between Your Work and Home with Labor and Employment Lawyer, Paul Secunda. [00:00:19] Michael D.J. Eisenberg: Paul is a former Labor and Employment Law professor with 18 years of experience at two different law schools specializing in ERISA and Employee Benefits Law. He is now an attorney with Woltersky Luzzi, LLC. Paul's legal career has been devoted to litigating, teaching, and writing about workplace law issues, handling all aspects of the employment relationship, from reviewing employee handbooks and summary plan descriptions, to litigating complex class action cases, and submitting amicus briefs to the Seventh Circuit Court of Appeals and the United States Supreme Court. [00:00:46] Michael D.J. Eisenberg: Paul caught my attention with his law journal article, The Employee Right to Disconnect, after I come across California's recent Employee Right to Disconnect bill. This bill would require employers to create a written policy guaranteeing California employees the right to disconnect from work communications during non working hours. [00:01:01] Michael D.J. Eisenberg: Join Paul and me as we discuss how employees, including lawyers, have rights and practical uses of technology in both their workplace and their private lives. Enjoy! [00:01:09] #Add Read #1: Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:09] Michael D.J. Eisenberg: Have you been enjoying the techsavvylore. page podcast? Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:21] Michael D.J. Eisenberg: Paul, welcome to the podcast. [00:01:23] Paul Secunda: Thank you for having me. [00:01:24] Michael D.J. Eisenberg: I appreciate you being here and to get things started, [00:01:26] Our Guest's Current Tech Setup! [00:01:26] Michael D.J. Eisenberg: please tell us what your current tech setup is. [00:01:28] Paul Secunda: Well, currently I'm working on a MacBook Air, about 11 inch screen and being assisted by the new iPhone 15 pro. [00:01:37] Michael D.J. Eisenberg: Nice. And is your MacBook Air, is it an M1 chip or an M2, M3, or are we looking at an Intel processor? [00:01:43] Paul Secunda: This is from 2023, and I believe it's an M2 chip. [00:01:48] Michael D.J. Eisenberg: Very nice. How do you like the speed? [00:01:50] Paul Secunda: The speed is much better than my previous iteration from 2019, which was a much slower processor, so I very much appreciate it. [00:01:59] Michael D.J. Eisenberg: So, I'm guessing that was an Intel chip? That is correct. So you should really notice like a boost. [00:02:04] Paul Secunda: And when you're working and jamming away at five different things at the same time, it really does make a difference as far as getting stuff done on a timely basis. [00:02:12] Michael D.J. Eisenberg: How has the battery been on that? [00:02:14] Paul Secunda: The battery's been okay. I would say I could go about three or four hours. But I'm on a high light and I am meaning I'm, I have a high brightness, I should say, and that seems to drain the battery, but I need that just to see things better, but I'm mostly plugged in most of the day. [00:02:31] Paul Secunda: So I don't really go without the plug, whether I'm at a deposition or whether even if I'm in the courtroom, I usually find a plug to plug in. So I haven't really had to test it that much. Do [00:02:43] Michael D.J. Eisenberg: you carry a backup battery with you? [00:02:44] Paul Secunda: I do not. [00:02:45] Michael D.J. Eisenberg: But I want to check out the anchor. Product line, they come up some really good backup batteries that are usually fairly light will fit in your suitcase or your briefcase. [00:02:52] Michael D.J. Eisenberg: I should say, [00:02:53] Paul Secunda: okay, well, I'm ready right now, [00:02:55] Michael D.J. Eisenberg: just sort of as an emergency. And if you go like on Amazon or something similar, I'm sure you'll find a deal at some point anchors had like 20 percent off. Here and there, and there's some good options. There's also of course other brands, but I would go with a reliable brand to make sure that the battery is made well, gonna last a while, and also doesn't cause some sort of like back feed, some sort of back charge by accident. [00:03:17] Paul Secunda: No, that's, that's really much appreciated because needless to say, that can be a lifesaver. [00:03:21] Michael D.J. Eisenberg: And any other tech that you use? [00:03:23] Paul Secunda: Well, I, I did mention the phone, but really I'm a fairly lean and mean operator, I guess. [00:03:29] Michael D.J. Eisenberg: So I have to ask, do you have a printer and do you use it a lot? [00:03:32] Paul Secunda: I tried to avoid printing out copies. [00:03:35] Paul Secunda: Can I use an app called TurboScan? In other words, I did take whatever I get in the mail or from others and put it in PDF form almost immediately. I digitize. And thereafter, whether I'm dealing with, let's say, a deposition, a court reporter, or various chambers, I try to stick mostly with PDF files. This is also true with dealing with opposing counsel. [00:04:01] Paul Secunda: We tend not to send things to each other by snail mail anymore. I send documents in discovery through servers and or digital files. [00:04:11] Michael D.J. Eisenberg: Do you have a PDF reader of preference? [00:04:13] Paul Secunda: Adobe Acrobat. [00:04:14] Michael D.J. Eisenberg: Okay. [00:04:15] Paul Secunda: Yeah, I use Word, Microsoft Word for my word process. [00:04:18] Michael D.J. Eisenberg: And you don't use Pages? Apple Pages? [00:04:21] Paul Secunda: Well, only when it, sometimes I get documents in Pages form. [00:04:26] Paul Secunda: Really? And so what I'll do, unusual, unusual, but what I'll do is I'll redo the format into Microsoft Word. It's what I'm comfortable operating in. [00:04:34] Michael D.J. Eisenberg: So I have to ask, the app that you use, when you get a lot of, Documents. I mean, isn't that a little time consuming to have to take a picture page by page by page? [00:04:43] Paul Secunda: Yeah. If I were to get a lot of documents, like a bundle, we'd feed it to the printer we do have in our office. Okay. And I would put it onto a thumb drive and then put it on my server that way. But if you're dealing with anything, let's say less than 25 pages, which is a lot of my documents, It's very handy. [00:05:01] Paul Secunda: It's very easy to use and the, the pages that are generated are very accurate and look good. [00:05:06] Michael D.J. Eisenberg: Yeah. I use the Fujitsu scan snap, which is considered like a staple of any cell loan, small practitioners. It's an ADF on a document feeder that. Takes 50 pages at a time and could really move through a lot of documents. [00:05:20] Michael D.J. Eisenberg: When I started practice way back when I was dealing with a lot of large VA files, Department of Veterans Affairs files for my clients. And that could be like a thousand, two or three thousand pages. And that would just taking, of course, also back then the iPhones and other smartphones, PDF capture was not as good as it is today. [00:05:38] Paul Secunda: That is true. And so I guess I should say in talking about PACs, since you've brought up the printer, I am using a Let's see if I can find it here. An HP laser jet pro. You eight zero. Wow. Yeah. So [00:05:53] Michael D.J. Eisenberg: how many pages can you fit into the scanner of that printer? [00:05:56] Paul Secunda: I think the feeder is up to 50 pages. [00:05:58] Michael D.J. Eisenberg: Cool. And you know about inkjet superstore, right? [00:06:01] Paul Secunda: I do, because we all know that inkjet could drive you into bank. [00:06:04] Michael D.J. Eisenberg: Although I haven't had to order for them in like a couple of years, because since COVID, everything's really gone, really, really gone digital. [00:06:12] Paul Secunda: Yeah. And that's what I was trying to say, which is I really don't do unless it's sent to me. I am not one to send other people things by hard copy. [00:06:22] Paul Secunda: I really do try to avoid it, not just because it's inconvenient, but all that sustainability stuff as well. [00:06:27] Michael D.J. Eisenberg: Gotcha. Gotcha. I'm with you on that. So you have an HP printer and what you have an all Apple. [00:06:34] Paul Secunda: No, this is very interesting. I'm the only person in my office who uses Apple, all the other partners that I have, of which there are four other partners on a HP slash Lenovo type of platform. [00:06:47] Paul Secunda: And so the way we handle that is we use a Clio, which is just a management software interacting with a Google business server, this kind of application. [00:06:58] Michael D.J. Eisenberg: So you have a Google business account, correct? And why don't you use. Google Docs versus Microsoft Word. [00:07:04] Paul Secunda: I just am a dinosaur, I guess. I've been in practice for 27 years and I just feel more comfortable. [00:07:11] Paul Secunda: It's not that I don't use Google Docs. I do. And in fact, some clients prefer to use Google Docs and I've I've certainly I have that capability, especially when we're working on documents together. It can be very, but if I'm writing a brief or if I'm writing other types of documents, I tend to feel just more comfortable in the Microsoft world when we're talking about something like that. [00:07:35] Michael D.J. Eisenberg: Fair enough. Fair enough. So wait, you're not using WordPerfect. [00:07:37] Paul Secunda: I'm not using it. It's funny. I started my life using WordPerfect. When I was in college and law school, I was a WordPerfect guy, and somewhere in the late 90s, early 2000s, maybe when I became a law professor, which was in 2002, I started using Microsoft Word and never went back. [00:07:53] Paul Secunda: So at this point, it's been over two decades I've been on Microsoft Word. [00:07:57] Michael D.J. Eisenberg: Do you believe that they still make WordPerfect and that some lawyers actually still use WordPerfect because of whatever little, the macros that they made, that they're afraid to start over again, which is amazing. [00:08:07] Paul Secunda: I have co counsel who use WordPerfect and Needless to say, we've come up with a way of interacting that doesn't get all sorts of codes and other problematic things in our documents. [00:08:17] Paul Secunda: But yes, there are a few people still out there. They're diehards, I would say. [00:08:20] Michael D.J. Eisenberg: How well does the conversion work between a WordPerfect document and a Microsoft Word document going back and forth with the file itself? [00:08:28] Paul Secunda: I would compare it to, have you ever used the converter on like an Adobe and gone to a Microsoft Word document? [00:08:34] Paul Secunda: Yes. So there are problems, right? You have to go through that document and take out codes and other types of information that is either wrong, or like, for instance, it messes up the footnotes, but you have to then remember the footnotes. So I would say it's very similar. I would say that you run into a lot of the same types of problems between Word Perfect and Word that you see between like Adobe and Word. [00:08:55] Michael D.J. Eisenberg: I commend you for you guys being able to work through that. [00:08:58] Paul Secunda: We are a. As a sole practitioner, you will understand that as a very small office, we do a lot of things on our own. We have no secretaries, no administrative assistants, no paralegals. We do our own work, and so when we do it, we try to do it in a way that is most comfortable for us individually. [00:09:17] Paul Secunda: But also we need to interact as a firm. So we're trying to have a tech balance there. If you will. [00:09:23] Michael D.J. Eisenberg: Yeah. I used to use open office, but I had a paralegal law clerk who had been with me for a while. And it just became too much for her that ultimately ended up getting Microsoft office just because I wanted to sort of keep the peace. [00:09:35] Paul Secunda: But people have a lot of, this comes up also in the PowerPoint world. When you're used the Google version or with the spreadsheets, people are very comfortable with Excel. So fine. There's a comfort there for a lot of people, including myself. Yeah. Well, let's get into the questions. Yeah. Okay. Please. [00:09:53] Q?#1: What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? [00:09:53] Michael D.J. Eisenberg: What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time? [00:09:59] Paul Secunda: Well, the first thing is to put down your darn phone, right? I mean, no one can contact you if you're not constantly getting push notifications by text or by email or by some chat feature. Put down your phone, turn it off. It's good for your mental health and it will be very hard for people to reach you. [00:10:17] Paul Secunda: Now, needless to say, a lot of people are not going to do that because they feel at least in emergency situations that they need to be contacted. Intactable. So if you're going to keep your phone on, which gets into number two, I would tell you to really evaluate what's being asked. And when I say evaluate, I mean, consider the duration of how long it will take to do what's being asked. [00:10:40] Paul Secunda: If it's something that will take you a minute or two, okay, no big deal. And if you're helping someone out, go do it. But if you're talking about hours and interrupting your sleep, then really, I think you, you need to write back to the person who is writing you and ask them. them the priority and what's involved that requires you to do this kind of after the whistle blows. [00:11:00] Paul Secunda: And the third thing I would say to you is talk honestly and openly during the work day with your colleagues, whether they be. Your superiors, your people who are at the same level, people who are your subordinates. Have an honest conversation about electronic communications after the day's over. Because I think a lot of people fail to do that, and sometimes there's just a misunderstanding that can be dealt with if done proactively. [00:11:28] Michael D.J. Eisenberg: Well, how would you handle, say, an overbearing client? I think in the news, we're aware of at least one potential client like that, who expects to have his calls answered. at any time of the day. [00:11:38] Paul Secunda: Well, I think my same advice holds up. I think even with overbearing or maybe even anxiety laden people, because that's sometimes what you're talking about people who are just nervous and therefore overbearing, having an open, honest conversation at the beginning of that representation. [00:11:56] Paul Secunda: If you're Ernie or whatever business you're in and you have a client, set expectations. I think expectation setting is something that unfortunately doesn't happen because people are not having these basic conversations maybe the way they were 20, 30 years ago before the dawning of the age of social media. [00:12:12] Michael D.J. Eisenberg: What's interesting somewhat on the flip side, my day job, I represent veterans before the Department of Veterans Affairs. And one of my former clients called me on a Sunday, and I wasn't very, I wasn't necessarily happy about that. And I let it go to voicemail and I checked the voicemail if I recall this correctly, I believe I checked the voicemail. [00:12:29] Michael D.J. Eisenberg: I think he left me a voicemail and he was professing suicidal ideation, like eminent suicidal ideation. [00:12:35] Paul Secunda: And of course, you're not a mental health counselor. So I guess when you should have probably, I mean, I guess you did have to respond and try to get him to the appropriate person. [00:12:43] Michael D.J. Eisenberg: And that's what I spent a couple hours that night doing. [00:12:46] Paul Secunda: Well, that's obviously worth it. No one will tell you, you didn't do the right thing. But that's what I was saying in the beginning, if your phone's on, or if you're listening to your voicemail, evaluate it, I mean, needless to say there, there's nothing to evaluate. It's a life and death situation. It's easy. [00:13:00] Paul Secunda: You have to do what you had to do. But it's also needless to say that most employers who contact. Employees after hours don't do so in life and death situations. It's a matter of just feeling entitled to have your time and your attention even after the workday is over. [00:13:17] Michael D.J. Eisenberg: So I think you've kind of talked about how attorneys should handle clients. [00:13:21] Michael D.J. Eisenberg: How about handling their superiors? [00:13:23] Paul Secunda: Well, delicately, right? I mean, the problem is you have a power imbalance, right? Right. And one of the reasons in the article that I wrote back in 2018, 2019, the right to disconnect that I ended up focusing on occupational safety and health as opposed... /episode/index/show/thetechsavvylawyerdotpage/id/33109802

Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator. 05/28/2024

Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator. Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence. Join Tony and me as we discuss the following three questions and more! What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do? Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way? What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one? In our conversation, we cover the following: [01:06] Tony's current tech setup [08:02] Key Considerations for Lawyers When Choosing a CRM [22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks [28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM [30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions [32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations [34:23] The Role of AI in Legal Data Migrations [37:03] Connect with Tony Resources: Connect with Tony: Email: LinkedIn: Website: Hardware mentioned in the conversation: Anker speakerphone: Blue Yeti Microphone: Elgato Stream Deck XL: Intel i9 9900K: Software & Cloud Services or Apps mentioned in the conversation: Clio: Faster Suite: Lawmatics: Matter Match Migrator: MyCase: NetDocuments: PracticePanther: Rocket Matter: Stream Deck Plugins: Universal Migrator: /episode/index/show/thetechsavvylawyerdotpage/id/32795362

Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer. 05/15/2024

Episode 87: Finding New Homes for Old Tech with Loren Williams of PCs for People! 04/30/2024

Episode 86, Assisting Lawyers with Implementing Technology Into Their Practice, Debbie Foster of Affinity Consulting Group! 04/16/2024

Episode 86, Assisting Lawyers with Implementing Technology Into Their Practice, Debbie Foster of Affinity Consulting Group! Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture. Join Debbie and me as we discuss the following three questions and more. What are the top three areas where attorneys are underprepared with their firm software needs? What are the top three software utility programs that lawyers should use? What are the top three areas of legal practice that need more innovation, and what should an average attorney do? In our conversation, we cover the following: [00:51] A Peek into Debbie's Tech Setup [03:27] Three Key Software Areas Where Attorneys Often Fall Short [12:13] Top Three Software Utility Programs Every Lawyer Should Use [20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them Resources: Connect with Debbie: Email: 📧 LinkedIn: 🔗 Website: 🌐 Hardware mentioned in the conversation: Focusrite audio interface: Logitech Brio 4K webcam: Shure MV7 microphone: Software & Cloud Services mentioned in the conversation: Actionstep: Calendly: Carpe Diem: Centerbase: Cleo: Daylite (by Marketcircle): DocuSign: Doodle: HubSpot: Lawmatics: PandaDoc: SaneBox: Scribe: (This appears to be a web-based program so your operating system should not matter – I should be trying this out and report in the future). /episode/index/show/thetechsavvylawyerdotpage/id/31811522

Episode #85: Episode 85: Redefining Legal Services, Mathew Kerbis on Subscription Law and Tech Efficiency. 04/02/2024

Episode #85: Episode 85: Redefining Legal Services, Mathew Kerbis on Subscription Law and Tech Efficiency. After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the , solidifying his impact on legal innovation. In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology. Tune in to gain actionable insights and discover new possibilities in legal service delivery! Join Mathew and me as we discuss the following three questions and more. What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney? What are the top three workflows that work behind the scenes to make the business more efficient? Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model? In our conversation, we cover the following: [01:07] Mathew’s Current Tech Setup [37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations [46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation [50:51] Legal Ethics in Subscription-Based Practices [54:43] Where to Find Mathew Online Resources: Connect with Mathew: LinkedIn: Website: Hardware mentioned in the conversation: Anker battery pack: Blue Yeti microphone: Lamicall phone holder: LG ultra-wide monitor: Logitech ergonomic keyboard: Logitech MX Master mouse: Software & Cloud Services mentioned in the conversation: Carrd: Descript: Formula: LawPay: Stripe: SuiteDash: /episode/index/show/thetechsavvylawyerdotpage/id/31457392

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer 03/19/2024

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. 03/05/2024

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet. Join Jason and me as we discuss the following three questions and more! What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only? What three pieces of tech software and hardware make working with virtual remote services seamless? What are the top three tips when communicating with clients through an LPM, text, or email? In our conversation, we cover the following: [01:11] Jason's Mac-based Legal Practice [11:00] Essential Tech for Solos and Small Firms [21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration [31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form [34:34] Connect with Jason Resources: Connect with Jason: LinkedIn: Website: Hardware mentioned in the conversation: External monitors Apple XDR: Software & Cloud Services mentioned in the conversation: Backblaze: Calendly: Clio: Daylite: Fastcase: Google Voice: HumbleFax: Kofax: Marketcircle: Nuance Power PDF: Posh Virtual Receptionist Service: Ruby Receptionists: /episode/index/show/thetechsavvylawyerdotpage/id/31002698

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez! 02/20/2024

Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez! Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology! As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research. Join Erik and me as we discuss the following three questions and more! What are the top three ways attorneys should expect their client relations management/ law professional management platforms, like Filevine and Lead Docket, to seamlessly work with a third party? What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them? What are the top three tech tools lawyers can use for online marking? In our conversation, we cover the following: [01:22] Erik's Simple Tech Setup [06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform [14:11] Balancing AI and Human Touch [20:34] Key Data Points for CRM and PMS Collaboration [21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition [24:18] Convincing Busy Lawyers to Embrace Technology [27:21] Tailored Technology: Law Firms with Personalized Workflows [34:33] Mastering Online Marketing: Essential Tools for Law Firms [39:56] Connect with Erik Resources: Connect with Erik: LinkedIn: Email: Hardware mentioned in the conversation: Skullcandy headphones: Software & Cloud Services mentioned in the conversation: Filevine: Lead Docket: /episode/index/show/thetechsavvylawyerdotpage/id/30888398

#82, Revolutionizing Legal Review with Chris Ford, The Journey Behind Legalize AI. 02/06/2024

Episode 81: Navigating The Future of Legal Tech with Filevine's Emily Lippincott. 01/23/2024

Episode 81: Navigating The Future of Legal Tech with Filevine's Emily Lippincott. Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition. Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age! Join Emily and me as we discuss the following three questions and more! What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof? What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice? What are the top three ways lawyers can use AI in their practice? In our conversation, we cover the following: [01:07] Emily's Tech Setup [06:25] Essential Considerations for Lawyers Embracing Innovation [14:20] Common Pitfalls and Potential Solutions [27:43] Maximizing AI in Legal Practice: Three Key Applications Resources: Connect with Emily: LinkedIn: Hardware mentioned in the conversation: Audio-Technica AT2020PK Microphone: Dell Curved Monitor: Logitech Litra Glow: Logitech Stream Cam: Macbook Pro with M1 Chip: Rubber Tips for Apple Pencil: Scarlett Solo: Software, Apps, & Cloud Services mentioned in the conversation: 1Password For Chrome Extension: 1Password: Apple Pages: Backblaze: Camelcamelcamel: Capital One app: Filevine Immigration AI: Filevine: GoodNotes Google One: Mac Updater: MacOS Sonoma: Microsoft Outlook plugin: WordPerfect: Zscaler: /episode/index/show/thetechsavvylawyerdotpage/id/30551718

Episode 80: Where Are Lawyers And Law Students With Technology Today With Jonah Perlin 01/09/2024

Episode 80: Where Are Lawyers And Law Students With Technology Today With Jonah Perlin Jonah Perlin, an Associate Professor of Law at Georgetown Law and former litigator at Williams & Connolly LLP, brings his expertise to today's The Tech Savvy Lawyer podcast episode. With his background in civil litigation, he launched the in January 2021, aiming to share insights from legal professionals to law students and lawyers alike. Jonah and I discuss how technology reshapes legal education, practice, and ethics. We further explore the importance of legal tech skills for law students in navigating the evolving job market. Additionally, we examine the integration of AI in legal education and research, acknowledging its potential and challenges. The discussion also addresses lawyers' underutilization of legal research tools and ethical concerns in technology use within law firms. Finally, we touch on specific legal tech tools and offer podcasting strategies for legal professionals! Join Jonah and me as we discuss the following three questions and more! What are the top three tech skills all students should master by the time they graduate law? What are the top three tech tools that attorneys are under-utilizing today? What are the top three ethical mistakes attorneys are making with their technology? In our conversation, we cover the following: [01:23] A Law Professor's Tech Setup [14:00] Observations on Law Students' Transition from Pre to Post-COVID [19:54] Equipping Law Students with Essential Tech Skills for the Modern Legal Landscape [33:21] Three Tech Tools Lawyers Should Embrace Today [38:00] Ethical Tech Pitfalls in Legal Practice: Critical Insights and Solutions [44:19] How I Lawyer Podcast: Exploring Legal Careers and Insights Through Conversations [46:16] Essential Tech Tools for Starting a Podcast [54:07] Connect with Jonah Resources: Connect with Jonah: LinkedIn: Podcast: Substack: Hardware mentioned in the conversation: Mac Mini: MV7 - Podcast Microphone: Tascam Headphones Yeti microphone: Software & Cloud Services mentioned in the conversation: Calendly: Descript: Fastcase: LexisNexis: Trello: /episode/index/show/thetechsavvylawyerdotpage/id/30187818

Episode 79: Handling Medical Information on The Internet With Leah Bucholz 12/26/2023

Episode 79: Handling Medical Information on The Internet With Leah Bucholz Our next guest is Leah Bucholz, the founder and leader of Prestige Veteran Medical Consulting. PVMC is a veteran-owned family company dedicated to serving those who have served. Specializing in Independent Medical Opinions, commonly known as "Nexus Letters," the firm delves into the intricacies of injuries and illnesses stemming from military service. Moreover, Leah is a U.S. Army veteran, medical expert, and former C & P examiner. Join Leah and me as we discuss the significance of robust security measures and policy enforcement to ensure HIPAA compliance and protect patient privacy. She shares practical advice on maintaining documents electronically, managing passwords securely, and utilizing PDF readers for sensitive data handling. We also discuss legal tech tools for efficient document review and management. Overall, our discussion emphasizes the critical role of technology in safeguarding confidential information, complying with regulations, and enhancing productivity in professional settings. Join Leah and me as we discuss the following three questions and more! 1. What are the top three tips for maintaining HIPAA compliance of documents online electronically? 2. What are the top three tips for maintaining many documents online electronically? 3. What are the top three secret tips for using your favorite PDF reader? In our conversation, we cover the following: [01:13] Building a Secure Remote Tech Ecosystem: Exploring Cloud-Based Tools, Compliance, and Backup Strategies [12:48] Mastering HIPAA Compliance: Essential Tips for Maintaining Document Security Online [26:17] Top Tips for Managing a Large Volume Online [35:52] Unlocking PDF Reader Magic: Expert Tips for Efficiency and Effectiveness [28:45] Connect with Leah Resources: Connect with Leah: LinkedIn: Website: YouTube: Email: Hardware mentioned in the conversation: 1. Internet connection provided by AT&T: Software & Cloud Services mentioned in the conversation: 1. Zoho: 2. Zoho Vault: 3. JotForm: 4. Spanning: 5. Backupify: 6. Speedtest.net: 7. Zapier: /episode/index/show/thetechsavvylawyerdotpage/id/30157288

#78: Tech Innovations in Legal Practice: Interview with Karen McDonald from Wise Owls 12/12/2023

#78: Tech Innovations in Legal Practice: Interview with Karen McDonald from Wise Owls Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms. Join Karen and me as we discuss the following three questions and more! What are the top three tech tools that attorneys underutilize besides CRMs in their law practice? What are the top three things attorneys should look for in an online CRM? What are the top three tech shortcuts lawyers still need to know at any level of experience? In our conversation, we cover the following: [01:32] Tech Talk: Karen's Current Tech Setup [08:46] The Top Three Tech Tools Lawyers Should Utilize More [17:16] Backup Strategies: Ensuring Data Security in Business [22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support [30:05] Tech Shortcuts Every Lawyer Should Master [39:13] Uncommon Keystroke Hacks in Microsoft Word [40:37] Connect with Karen Resources: Connect with Karen: LinkedIn: Website: Hardware mentioned in the conversation: Bose Speakers: Fitbit: Jabra Headset: Curved 27-inch ViewSonic Monitor: Software & Cloud Services mentioned in the conversation: Bitwarden: Wise Owl Legal: Backblaze: WordPerfect: TextExpander: /episode/index/show/thetechsavvylawyerdotpage/id/29942033

#77: CLIO Con 2023: Third-Party Apps, CLIO and More, with Shubham Datta 11/28/2023

#76: Maximizing Practice Efficiency: Interview with Joshua Lenon at CLIO Con 2023 11/14/2023

#75: Benefits of Apple Products in Law Practice: Interview with Dave Hamilton 10/31/2023

#75: Benefits of Apple Products in Law Practice: Interview with Dave Hamilton In this podcast episode, renowned tech expert Dave Hamilton dives into the world of Mac-centric productivity, uncovering the unique advantages Macs offer over Windows machines. Dave is a seasoned podcaster, publisher, and self-professed nerd with a rich background in educating numerous computer users over thirty years. We cover the longevity, cost-effectiveness, and quality of life benefits of Macs, their top productivity features like seamless device integration, Dave's travel tech tips including a 4K OLED screen and charging essentials, Mac-specific productivity tools focusing on scripting and audio editing, and much more! Join Dave and me as we discuss the following three questions and more! After over 900 episodes on MGG, what are the three most common questions about tech you still get today? Apple computers still have somewhat of an aura of being made for creative people and not professionals; what are your top three reasons any professionals, including us lawyers, would want to switch from PC to Mac? What are your top three favorite productivity functions you can do only on a Mac? In our conversation, we cover the following: [01:15] Dave's Personal Tech Setup and Upgrade Considerations [15:56] Navigating Mac Upgrades, Backup Strategies, and Choosing the Right Wi-Fi System [38:59] PC to Mac Transition: Insights on Integration, Compatibility, and Battery Life for Professionals [54:48] Investing in a Mac: Exploring Longevity, Total Cost of Ownership, and Support Benefits Over Windows [59:14] Mac Productivity Unleashed: Leveraging Automation, Scripting, and Audio Routing for Peak Performance [01:21:58] Behind the Podcast Curtain: Tools and Tricks for Pro-Level Recording and Editing Resources: Connect with Dave: Bluesky: Facebook: Instagram: LinkedIn: Mastodon: Twitter: Website: Hardware mentioned in the conversation: 4K Portable Monitor - KYY 15.6: Anker Nano Charging Station: Earthworks Ethos microphone: Monoprice monitors: PreSonus Quantum 2626 Audio Interface: Shure MV7 Microphone: Synology Disk Station Manager: ViewSonic monitors: VX1655-4K-OLED 15.6 Inch 4K: Software, Apps & Cloud Services mentioned in the conversation: Audio Hijack: Backblaze: BetterTouchTool: Carbon Copy Cloner: Eero: Fission: An audio editor mentioned for quick edits, specifically for ad breaks. Hindenburg: Keyboard Maestro: Logic Pro: Logic Pro: Loopback: Mail Butler : MailSuite: TextExpander: Thunderbird: TP-Link DECO: WordPerfect: /episode/index/show/thetechsavvylawyerdotpage/id/29300093

#74: Empowering Lawyers with Legal Tech: Interview with Eda Rosa 10/17/2023

#74: Empowering Lawyers with Legal Tech: Interview with Eda Rosa My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice. Enjoy! Join Eda and me as we discuss the following three questions and more! What are the top three ways attorneys can use technology to onboard new staff easily and consistently? What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology? What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier? In our conversation, we cover the following: [01:03] Current tech setup [11:02] Using technology for legal staff onboarding [13:34] Video conferencing and communication tools for legal professionals [16:37] Password management and security for law firms. [22:48] Addressing knowledge gaps among legal professionals [25:10] Software hacks for paralegals and lawyers. [28:31] Writing tools for legal documents. [31:55] Using technology to make lawyer work easier. [37:36] Virtual hearings, meetings, and case preparation. [39:10] Legal technology and process optimization. Resources: Connect with Eda: Website: LinkedIn: Hardware mentioned in our conversation: Google Password Manager: Google Pixel smartphone: Google Pixel smartwatch: HP Envy laptop: HyperX podcasting microphone: Logitech Presentation clicker: StreamYard: Software & Cloud Services mentioned in the conversation: Adobe Cloud: Asana: Clio: Google Cloud: Hazel: LexisNexis: Microsoft Office 365: MyCase: Nextiva: PackBack: Speechify: TextExpander: Trello: TrialPad: Wise Hire: WordRake: /episode/index/show/thetechsavvylawyerdotpage/id/28689648

#73: Legal Research and More, with Sarah Glassmeyer 10/03/2023

#72: Leveraging Technology in Legal and Book Writing with Wendy Sare Meadows 09/20/2023

#72: Leveraging Technology in Legal and Book Writing with Wendy Sare Meadows Join us for an enlightening conversation on technology, transformation, and the world of writing with lawyer, mediator, and career coach . We learn almost in real-time during the recording that Wendy has become an Amazon top-selling author with her book, "." We discuss not only her book but the potential tech tools in a lawyer’s writing journey as we explore Wendy's personal experience in the realms of creativity, distraction-free work, and maintaining motivation in publishing. Also, this podcast is a must-listen for anyone looking to escape the endless cycle of monotony, overcome self-doubt, and embrace a life of sparkle and grit. Wendy shares her top three tech tools that played a pivotal role in creating her transformative book, "." She explains how the technology she employed in writing differed from her legal work. Furthermore, we discuss the mysteries behind maintaining motivation and staying on track during the challenging writing and publishing journey. During the conversation, Wendy's passion and authenticity shine through as she empowers listeners to start their journeys toward a balanced and vibrant life. As a bonus, we discuss how your Tech-Savvy Lawyer helped her (and could help you) make well-informed computer choices. Enjoy! Note1: This podcast was scheduled one day off the normal publication schedule so that we could time it with Wendy's book release. Note2: My apologies for the recording from my mic. Apparently, the mics got "switched" just before we went live with the recording. Join Wendy and me as we discuss the following three questions and more! What are the top three tech tools to help write your book, and how did using them differ from similar tools when doing legal work? What are the top three tech tools to keep your writing practice and writing process distraction-free? What are the top three tech tools you use to keep yourself motivated and on track with a publishing schedule? In our conversation, we cover the following: [01:30] Finding Your Technicolor Path: A Journey to True Balance and Transformation [08:14] Tech Tools for Writing: Boosting Productivity and Tracking Progress [11:12] Distraction-Free Writing: Top Tech Tools for Maximum Focus [14:13] Tech Tools for Motivated Publishing: Social Media Strategies and Scheduling Solutions [18:43] Guiding Tech Choices: Tips to Make Informed Computer Decisions [25:40] Sparkle and Grit: A Guide for Practicing Life at Your Best [27:21] Lessons from the Flamingo: Discovering Your Ever-Changing Work-Life Balance [28:45] Connect with Wendy Resources: Connect with Wendy: LinkedIn: Website: Instagram: Mentioned in the episode: sparkle & GRIT: Live a Technicolor Life By Finally Finding Balance, Escaping Monotony, and Beating Burnout: Hardware mentioned in the conversation: Apple Mac Mini: apple.com/mac-mini/ Apple Studio Display: apple.com/studio-display/specs/ MacBook Air (15-inch) with an M2 chip: apple.com/shop/buy-mac/macbook-air/15-inch-m2 Software & Cloud Services mentioned in the conversation: Apple Business Account: apple.com/retail/business/smb-signup/ Apple Card: apple.com/apple-card/ Canva: canva.com/ ExpressVPN: expressvpn.com/ Loomly: loomly.com/ /episode/index/show/thetechsavvylawyerdotpage/id/28366121

#71: AI for Global Legal Access: Interview with LawPath Co-Founder, Dominic Woolrych 09/05/2023

#71: AI for Global Legal Access: Interview with LawPath Co-Founder, Dominic Woolrych This week’s episode of the Tech Savvy Lawyer podcast features Lawpath's Dominic Woolrych to discuss using AI to democratize legal access globally. Dominic is the co-founder and CEO of Lawpath, a leading global legal software platform for small businesses and Australia’s number one online legal platform that has helped over 400,000 small businesses across Australia and the USA. Dominic’s vision is to build his digital platform and help small businesses globally access legal support at a fraction of the time, cost, and complexity of the traditional system. Join Dominic and me as we talk about the following three questions and more! What are some of your three automations that you'd like to use that are not part of your product? What are the three biggest pain points that law firms are still experiencing with the adoption of technology today? What are the top three non-traditional opportunities for lawyers in the legal tech sector? In our conversation, we cover: [04.02] Tech setup – Starting the conversation, Dominic walks us through his current tech setup. [07.44] Automation – Dominic shares his top three automations other than Lawpath. [09.00] Virtual Assistant – How you can save time and manage your work at the same time by having a virtual assistant, according to Dominic. [16.16] Lawpath - An online legal platform that allows small businesses to complete legal tasks themselves. [20.33] Pain points – We discuss the biggest pains that law firms are experiencing with the adaptation of new technology. [23.35] Commercial vs. legal – Dominic shares his idea about the lawyers being commercial versus legal. [28.00] Opportunities - Top three non-traditional opportunities for lawyers in the legal technology sector. [33.33] Organic traffic – Dominic shares how their employees are working on bringing organic traffic to their website. Resources: Contact Dominic: LinkedIn - Twitter - Website - Equipment Mentioned in the Podcast: Apple air pods - Apple iPhone - Apple Mac - Bose noise-cancelling headphones - Software & Services Mentioned in the Podcast: Carplay - Mailbutler - Overcast - Slack - Zapier - /episode/index/show/thetechsavvylawyerdotpage/id/28221746

#70: Growing your firm with Chatbots & Artificial Intelligence with Jared Jaskot 08/22/2023

#70: Growing your firm with Chatbots & Artificial Intelligence with Jared Jaskot Join me as my next guest, Jared Jaskot, and I unravel the practical uses of AI in law! Jared is a Baltimore-based immigration attorney who represents clients nationwide. His legal practice, known as Jaskot Law, is dedicated to the realm of humanitarian immigration law. To assist him, Jared uses artificial intelligence and chatbots to help screen and schedule potential clients effectively. Jared firmly believes that the legal profession has the potential to evolve in ways that make legal services more accessible and cost-effective for a broader audience. His AI-powered bots have engaged in conversations with an impressive 150,000 immigrants regarding their cases, showcasing his commitment to improving access to legal assistance. One of Jared's unique approaches involves drawing inspiration from other industries, such as manufacturing, to discover ways to enhance the field of law. His multidisciplinary perspective aims to drive positive change in the legal landscape, ultimately benefiting a broader spectrum of individuals. In our thought-provoking conversation, Jared shares his expertise and visionary outlook on AI's pivotal role in the legal field. Get ready to discover the top three ways AI is poised to revolutionize legal practice, including its applications in sales, calendaring, intake, and client communications. Jared's wealth of experience and forward-thinking insights make this episode a must-listen for legal professionals and tech enthusiasts alike! Join Jared and me as we discuss the following three questions and more! What are the top three ways to use Artificial Intelligence to improve the lives of clients? What are the top three security measures to ensure client data privacy (when using AI)? Anticipating the future, what are the top three predictions for the most effective ways AI will be employed in managing a lawyer's practice? In our conversation, we cover: [01:07] Tech Setup Showdown: Comparing the Hardware and Gadgets [07:57] Enhancing Client Services: Leveraging AI for Legal Support [23:49] Securing Client Data in AI-Driven Legal Services: Top Three Measures [30:41] Protecting Client Data: Safeguarding Measures Beyond Hosting [37:06] The Future of AI in Legal Practice: Three Bold Predictions Resources: Connect with Jared: LinkedIn: Website: Tiktok: Mentioned in the conversation: 10 Chatbot Design Principles I Live By As I Build The Best Immigration Law Chatbot: Substantive Legal Software Quality: A Gathering Storm?: Deep Learning Alone Isn't Getting Us To Human-Like AI: Software, Cloud Services, and Apps mentioned in the conversation: AWS: Heroku: CM ECF: Mac Whisper: Hardware mentioned in the conversation: Sony ZV-1 camera: Elgato capture card: Rode microphone: Shure SM7B Microphone: /episode/index/show/thetechsavvylawyerdotpage/id/28145777

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