The Tech Savvy Lawyer Michael D.J. Eisenberg

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: 📧 dfoster@affinityconsulting.com LinkedIn: 🔗 linkedin.com/in/debbiefoster/ Website: 🌐 affinityconsulting.com Hardware mentioned in the conversation:
Focusrite audio interface: focusrite.com/categories/audio-interfaces Logitech Brio 4K webcam:logitech.com/en-us/products/webcams/brio-4k-hdr-webcam Shure MV7 microphone:shure.com/en-US/products/microphones/mv7 Software & Cloud Services mentioned in the conversation:
Actionstep: actionstep.com/ Calendly: calendly.com/ Carpe Diem:carpediemparalegals.com/ Centerbase: centerbase.com/ Cleo: cleo.com/ Daylite (by Marketcircle): marketcircle.com/ DocuSign: docusign.com/ Doodle:doodle.com/en/ HubSpot: hubspot.com/ Lawmatics: lawmatics.com/ PandaDoc: pandadoc.com/ SaneBox: sanebox.com/ Scribe: scribehow.com/ (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).

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 James I. Keane Award 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 American Legal Technology Awards, 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: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation:
Anker battery pack: anker.com/collections/power-banks Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Lamicall phone holder:lamicallshop.com/collections/shop-all LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master Software & Cloud Services mentioned in the conversation:
Carrd: carrd.co/ Descript: descript.com/ Formula: formulasoft.com/ LawPay: lawpay.com/ Stripe: stripe.com/ SuiteDash: suitedash.com/

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer
In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago.
In our conversation, we cover the following:
[02:14] Tech Show Takeaways: AI in Legal Innovation
[07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession
[11:45] Ethical Landscape of AI in Legal Practice
[16:09] Future of Legal Tech
[29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks
[33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings
[39:29] AI in Legal Practice: Leveraging Tools Responsibly
[44:55] Enhancing Practice Efficiency and Accessibility
[48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms
RESOURCES:
Connect with Mathew:
LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation:
Blue Yeti microphone logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone iD14: audient.com/products/audio-interfaces/id14 Shure MV7 microphone: shure.com/en-US/products/microphones Snowball microphone:logitechg.com/en-us/products/streaming-gear/snowball-ice-usb-microphone Software & Cloud Services mentioned in the conversation:
Amazon Prime: amazon.com/amazonprime Clio: clio.com/ Daylight: daylightlaw.com/ Descript: descript.com/ FileVine: filevine.com/ LexisNexis: lexisnexis.com/ Paxton: paxton-access.com/ PDF deck: pdfdeck.com/ Squadcast: squadcast.fm/ Universal Migrator:universalmigrator.com/ Westlaw: legal.thomsonreuters.com/en/westlaw Zapier: zapier.com/  

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: linkedin.com/in/jasonmrice/ Website: dirigo-divorce.com/ Hardware mentioned in the conversation:
External monitors Apple XDR: apple.com/pro-display-xdr/
Software & Cloud Services mentioned in the conversation:
Backblaze: backblaze.com/ Calendly: calendly.com/ Clio: clio.com/ Daylite: marketcircle.com/legal/ Fastcase: fastcase.com/ Google Voice: voice.google.com/ HumbleFax: humblefax.com/ Kofax: knowledge.kofax.com/ Marketcircle: marketcircle.com/ Nuance Power PDF: shop.nuance.com/store/nuanceus Posh Virtual Receptionist Service: posh.com/ Ruby Receptionists: ruby.com/  

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: linkedin.com/in/erik-bermudez-8a601825/
Email: erik@filevine.com
Hardware mentioned in the conversation:
Skullcandy headphones: skullcandy.eu/shop/headphones
Software & Cloud Services mentioned in the conversation:
Filevine: filevine.com/
Lead Docket: leaddocket.com/