The Legal Toolkit Legal Talk Network

Nowadays, all the cool kids are using customer relationship management (CRM) software, and you should too. It’s not new technology, but if you’ve missed the boat or need a refresher—Jared’s here to fill you in on CRM technology and what it can do for you. He explains different types of CRMs in detail to show you its potential for creating seamless intake experiences and optimizing your workflows.
Speaking of CRMs, Jared welcomes Matt Spiegel of Lawmatics to learn about his story as a tech founder and his methods and means for solving problems for attorneys. Matt offers his perspectives on CRM functionality and its latest developments, and also offers hints at how AI will affect this tech in the future.
Last, but not least, Bobby Orozco joins Jared for the Rump Roast to flex his rap knowledge, unpack the Drake/Kendrick Lamar feud, and talk about the best diss tracks in rap history. 
Matt Spiegel is the co-founder and CEO of Lawmatics, an attorney-client relationship management platform.
Bobby Orozco is director of sales at Lawmatics.
-----
Drake v. Kendrick is just the start. This week's playlist features some of the best rap diss tracks of all time.
-----
Our opening song is Two Cigarettes by Major Label Interest.
Our closing song is Grime by Ghost Beatz.

Getting in front of an audience to communicate on camera certainly doesn’t come naturally to all (most?) attorneys, but if you’re feeling embarrassed by your lackluster video presence, there are ways to overcome those on-camera nerves. Jared talks with Kerry Barrett about how she helps professionals sharpen media skills to increase their visibility and present confidence and credibility to their audience.
In the Rump Roast, they play “Candid Camera”, where Jared asks Kerry questions on the history of all things video. What was the last truly silent film? What band played the first-ever music video on MTV? Listen in to find out if Kerry’s up to the trivia challenge.
And, lastly, hating on Caitlin Clark is utterly ridiculous. Jared expounds upon the many reasons why WNBA players (including Caitlin’s own teammates) need to take advantage of the hype and bask in all that Caitlin Clark is bringing to women’s basketball. 
-----
Since Video Killed The Radio Star, here's a playlist featuring songs that had some of the best music videos.
-----
Our opening song is Two Cigarettes by Major Label Interest.
Our closing song is Just Like Me by Thruline.

Jared kicks it off by exploring the biggest players in productivity software you should be using, well, be more productive. But no productivity suite is perfect. So, get to know the strengths and weaknesses of each so you can make the right choice for you.
Then, back in the day, lawyers often got their IT services from some independent techie who took care of stuff on an as-needed basis, but that sort of break/fix model is problematic if your tech strategy is only reactive instead of proactive. Jared talks with Michael Doherty about what it looks like for lawyers to engage IT services through a managed service provider (MSP). Michael walks attorneys through modern realities and ethics for technology use in their law firms and the potential for better outcomes when working with an MSP. 
Later on—the Rump Roast, of course! The guys play “Hard Choices”, where Jared poses difficult Boston-themed scenarios and Michael must educate the masses on what a true Bostonian would do. 
-----
Let's keep this Boston train going. Next stop: some of Boston's greatest musical hits.
-----
Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Take a Ride With Me by The Revolution.

AI’s prime directive is to give you answers, buuuut… it might just be telling you what it thinks you want to hear—with no concern over providing actual verifiable facts. This issue (and oodles of others) have initiated a trickle of case law/guidance/opinions/etc. in the legal AI scene, and you, dear lawyer, want to be on the right side of legal ethics on this one. Jared breaks down the latest developments on this topic to give you a better understanding of where things are headed. 
Next, some of us are, admittedly, BS-ing our way through all this AI stuff, but Josh Noffke really and truly uses AI as much as he possibly can in his law firm. Since the rest of us are still muddling through, Jared welcomes Josh to give attorneys tool recommendations and pointers on use-cases for AI in their law firms.
Later, it turns out that Josh played as a walk-on for the University of Michigan’s football team, so the Rump Roast is dedicated to team trivia! The guys play “Michigan Man” to test both Josh’s knowledge and reputation as a former Wolverine. Serious stuff. 
-----
Ah, Michigan. The mitten shaped state that gave us Motown.
------
Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Renegade by The Revolution.
Mentioned in This Episode:
Notion
Scribe
Loom Videos
Rocket Typist
TextExpander

Bored with your run-of-the-mill marketing campaigns? Maybe it’s time for you to make a musical! Jared brings on Jacob Sanders to learn all about the recent release of NinjaCat’s Big Data Day – a corporate musical. They talk about the history of these sorts of marketing ventures and their uniquely fun and tactical advantages. They also dig into how super effective use of your data will help you run a better, more profitable business. 
Next, the Rump Roast! In a new trivia game called “Large Fathers”, Jacob must answer questions about big daddies of historical pop culture. 
-----
Also in this episode—Jared, in general, hates musicals (Sorry, Jacob). No spoilers here, but a very select few did make Jared’s remarkably minuscule shortlist.
-----
Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Sepulveda by Midnight Daydream.

So much of our communications and societal existence is housed online, so e-discovery is the major way we gather evidence. Jared talks with Cat Casey about the AI spectrum within the e-discovery world, explaining the many ways varying elements of machine learning and AI have created more powerful tools for attorneys. They also discuss the promising future of AI in e-discovery and the legal profession. 
This time on the Rump Roast, Jared quizzes Cat on cat-themed song lyrics. Is Cat an expert on feline musical appearances? We shall see. 
Everybody keeps asking about AI, so Jared’s delivering! There are quite a few budding AI softwares tailor-made for attorneys, so what tools are worth your attention? Jared reminds everyone—lots of the things you already use have had AI baked in for a long time, so use it. Security is important, folks, so picking vetted technology over an unknown/free tool could definitely keep it from coming back to bite you in your ethically questionable ass. 
Cat Casey is Chief Growth Officer at Reveal Brainspace, helping lead innovation and direction for their legal technology solutions.
-----
Since you're listening to Cat on the mic this episode, the logical next step is to listen to this cat inspired playlist.
------
Our opening track is Two Cigarettes by Major Label Interest.
Our closing track is Banksy by Lunareh.
Links Mentioned:
Women in eDiscovery
Operation Safe Space
SPLASH Pledge
Law Rocks!