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.)

🎙️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 - /episode/index/show/thetechsavvylawyerdotpage/id/38075165

🎙️ 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 /episode/index/show/thetechsavvylawyerdotpage/id/37702060

🎙️ Ep. #116: Free Versus Paid Legal AI: Conversation with DC Court of Appeals Head Law Librarian Laura Moorer 07/22/2025

🎙️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. /episode/index/show/thetechsavvylawyerdotpage/id/37428105

🎙️ 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: /episode/index/show/thetechsavvylawyerdotpage/id/37346480

🎙️ 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 Lab’s Notebook.AI Commentary on June 23, 2025, TSL Editorial! 06/27/2025

🎙️ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap. 06/24/2025

🎙️ 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: /episode/index/show/thetechsavvylawyerdotpage/id/36938080

🎙️ 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. 111: Empowering Attorneys With AI: A Conversation with Hilary Bowman, Co-Winner of the 2025 ABA Startup Alley Competition. 05/13/2025

🎙️ Ep. 110: Unlock The Power of Video for Law Firms with Ecamm Live! 04/29/2025

🎙️ Ep 109: Building Trust in Legal AI - Clearbrief's Jacqueline Schafer on Security, Citations in The Future of Law. 04/15/2025

🎙️ 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: /episode/index/show/thetechsavvylawyerdotpage/id/37282960

🎙️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 - /episode/index/show/thetechsavvylawyerdotpage/id/36441800

🎙️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: /episode/index/show/thetechsavvylawyerdotpage/id/36364345

🎙️ 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 - /episode/index/show/thetechsavvylawyerdotpage/id/35800435

🎙️ Ep. 103: Mastering Briefs – How TypeLaw Transforms Legal Writing and Compliance. 01/07/2025

🎙️ Ep. 102: From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI. 12/10/2024

🎙️ 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– /episode/index/show/thetechsavvylawyerdotpage/id/35206840

Episode 100: Guest Host Carolyn Elefant Catching Up with Your Tech-Savvy Lawyer Blogger And Podcaster! 11/12/2024

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. #97, Mastering your Law Practice Management Software with Val Reason of Vineskills! 10/01/2024

🎙️ Ep. #97, Mastering your Law Practice Management Software with Val Reason of Vineskills! Any legal practitioner looking to increase productivity, optimize workflows, and improve client service may find switching to a new law practice management (LPM) program to be a daunting but necessary step. However, to guarantee a successful migration, the procedure necessitates meticulous planning along with an understanding of key technological elements. Val Reason is an optimizer at Vineskills, a tech and legal business process expert. She works with law firms to assist them maximize Filevine's capabilities so they may increase operational effectiveness and enhance case management procedures to meet their objectives. She primarily draws from her prior expertise as an operations manager in personal injury law, where she was in charge of daily operations, accounting, human resources, and all system management, including Filevine builds and maintenance, in this position. She is dedicated to helping legal teams to make the most of their technology. Regardless of the LPM you use, this is a must listen episode for those looking to maximize the value of their LPM investment, whether they're currently using an LPM system, considering a switch, or contemplating implementing LPM for the first time! Join Val and me as we talk about the following three questions and more! What are the top three tech building blocks that every attorney should know when starting with a new law practice management software suite? What are the top three reasons a lawyer needs additional training on an LPM beyond what most LPMs offer? What are your top three hidden tech tricks in Filevine that maybe not only you should know, but perhaps users of other LPMs as well? In our conversation, we cover: [01.16] Tech Setup – Val explains her monitor setup and why she decided to keep it simple. [06.04] Mobile Preference – Val explains why she prefers Pixel phones. [08.00] Tech Building Blocks - Transitioning to a new law practice management software. [11.13] LPM Transitioning - The importance of planning and testing. [14.12] Transition Process - Cost considerations and implementation timelines associated with transitioning to a new LPM. [17.38] Additional Training - Val explains the reasons lawyers need additional training on LPMs. [20.04] Tech Tricks - Val explains the top three hidden tech tricks in Filevine that lawyers should know [22.50] Automations – Val explains her favorite top three automations. [28.00] Productivity Tips – Val explains her top three favorite tech tips for personal productivity. Resources: Connect with Val Reason LinkedIn – Website - Equipment Mentioned in the Podcast Apple Pro Display XDR - Dell Monitors - Jabra Wireless Headsets & Headphones - Pixel Phones - Samsung Monitors - Software & Services Mentioned in the Podcast ClickUp Project Management - Filevine - Needless Case Management Software - /episode/index/show/thetechsavvylawyerdotpage/id/35356885

🎙️Episode 96: Looking Into the Future of Law with Filevine Legal Futurists! 09/17/2024

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

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