Attorney Daniel J. Siegel's Legal Tech Podcast

Daniel J. Siegel
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Law. Technology. Ethics. Techno-Ethics. Productivity. Nowadays lawyers, law firms and legal professionals must address a wide range of issues. It could be cybersecurity and phishing today, and tomorrow it could be the need to train staff on how to use Adobe Acrobat or Microsoft Word. You name it, if it's related to law, tech or ethics, this jargon-free podcast will cover the topic. Plus, Attorney Dan Siegel is a nationally known speaker and writer on law, ethics, and technology - known for his jargon-free approach. Sponsored by Integrated Technology Services, LLC and the Law Offices of Daniel J. Siegel, LLC, experts and practicing lawyers and legal professionals, this podcast will help you learn and keep your practice moving.

  1. 4d ago

    How to Choose a Lawyer in Pennsylvania: What Makes an Attorney an Expert?

    How do you find the right lawyer in Pennsylvania—and what makes an attorney an expert? In this episode of the Legal Tech Podcast, Pennsylvania attorney Daniel J. Siegel examines lawyer advertising, attorney credentials, and the difference between a persuasive marketing message and demonstrated legal experience. Billboards and television commercials can make a law firm familiar, but they tell only part of the story. Siegel discusses what consumers should consider when choosing a Pennsylvania lawyer, including professional referrals, relevant experience, disciplinary history, and a record of handling matters like theirs. He also explores how a firm’s approach to moving cases and generating fees can affect the attention given to an individual client. The episode addresses claims of legal expertise under the Pennsylvania Rules of Professional Conduct and explains the distinction between formal specialist certification and expertise supported by experience, training, or education. Using Pennsylvania workers’ compensation lawyers as an example, Siegel discusses specialist certification and why consumers should evaluate the qualifications behind an attorney’s professional designation. Drawing on his own experience with workers’ compensation appeals and litigation in the Pennsylvania Supreme Court, Commonwealth Court, and Superior Court, Siegel explains how appellate work, referrals from other attorneys, teaching, and published legal writing can help consumers assess a lawyer’s background. He also discusses why a record of successful results matters—and why past success never guarantees the outcome of a particular case. Topics covered include: How to evaluate a lawyer’s qualifications and experience in Pennsylvania.What attorney advertising can—and cannot—tell you about a law firm.The difference between a certified specialist and an attorney with demonstrated expertise.Why professional referrals and attorney disciplinary records deserve attention.How to look beyond advertising when choosing a workers’ compensation, personal injury, estate planning, or Social Security disability attorney.Whether you are hiring a lawyer for the first time or comparing Pennsylvania law firms, this episode offers a practical framework for making a more informed choice: look beyond the advertising and consider the attorney’s qualifications, judgment, and commitment to your needs. The Legal Tech Podcast is sponsored by the Law Offices of Daniel J. Siegel LLC and Integrated Technology Services LLC, both based in Havertown, Pennsylvania. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  2. Jul 23

    Client Confidentiality Isn't Just for Lawyers: Why Everyone in a Law Firm Has an Ethical Duty

    Confidentiality is one of the cornerstones of the attorney-client relationship—but it's a mistake to think that ethical duty belongs only to lawyers. In this episode of The Legal Tech Podcast, attorney Daniel J. Siegel examines a surprising court order suggesting that client identities were not confidential as to law firm staff and explains why that view conflicts with the ethical obligations that govern every modern law practice. He explores the critical role of Rule 5.3, the duty to supervise nonlawyer personnel, and why receptionists, legal assistants, paralegals, IT professionals, bookkeepers, contract staff, and outside vendors all share responsibility for protecting client information. Drawing on decades of experience in legal ethics and law practice management, Dan discusses how confidentiality extends far beyond courtroom strategy and privileged communications. It encompasses everything from IOLTA records and electronic files to conversations in hallways, email, remote work, cloud services, and the growing use of artificial intelligence. He also offers practical guidance for building a culture of confidentiality through training, written policies, supervision, and technology safeguards. Whether you manage a large firm, practice solo, work as a member of a law firm staff, or simply want to understand how lawyers protect confidential information, this episode explains why confidentiality is everyone's responsibility—and why one careless disclosure can jeopardize a client, a lawyer, and an entire law firm. Topics include: Why confidentiality applies to everyone in a law firmRule 5.3 and supervising nonlawyer staffProtecting confidential information in the digital ageEthical risks involving IOLTA records, vendors, and AIPractical steps every law firm should take to strengthen confidentialityBuilding a culture where protecting client information is everyone's jobThank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  3. Jul 23

    From Shepard's to ChatGPT: Same Lesson, New Tool—Verify Everything

    Generative AI has transformed legal practice, but it hasn't changed a lawyer's ethical responsibilities. In this episode, attorney Daniel J. Siegel traces the evolution of legal research from the days of Shepard's Citations to today's AI-powered tools like ChatGPT, Westlaw CoCounsel, and Lexis+ AI. The technology has changed dramatically, but one lesson remains constant: lawyers must verify everything before relying on it.Drawing on more than 40 years of practice, Dan examines recent court decisions sanctioning attorneys for AI-generated errors, explains why these cases are really about professional judgment rather than artificial intelligence, and discusses the continuing duties of competence, candor, and supervision under the Rules of Professional Conduct. He also offers practical steps every law firm should implement to use AI safely and ethically.Whether you're an experienced attorney, a new lawyer, or anyone interested in the intersection of law and technology, this episode provides a timely reminder that AI is a powerful assistant—but it is never a substitute for a lawyer's independent judgment. Topics discussed:  The history of legal research—from Shepard's to AI  Why lawyers continue to be sanctioned for AI-generated errors  Lessons from recent cases, including United States v. Farris Ethical duties of competence, candor, and supervision  Practical AI policies every law firm should adopt  Why technology changes—but professional responsibility does not This episode reinforces a simple but enduring principle: Verify everything. Your reputation depends on it. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  4. Mar 3

    Estate Planning Kerfuffles: Why DIY Wills and Living Trusts Go Wrong

    In this episode of the Legal Tech Podcast, attorney Dan Siegel explores a real‑world estate planning “kerfuffle” that highlights why do‑it‑yourself wills, online legal forms, and improperly drafted living trusts can create expensive and painful consequences for families. Using a client story, Dan explains how well‑intentioned efforts to save money—such as relying on online tools or having a non‑lawyer amend estate plans—can result in invalid documents, unintended distributions, probate complications, and significant legal fees after death. He discusses the risks of failing to properly amend a will, the dangers of improperly executed living trusts, and common misconceptions about avoiding probate and Pennsylvania inheritance tax. The episode also addresses why revocable living trusts often do not achieve the tax or probate benefits people expect under Pennsylvania law, and why coordinated estate planning—wills, powers of attorney, healthcare directives, and beneficiary designations—must be done correctly and kept up to date. The key takeaway: estate planning is not a place to cut corners. Consulting an experienced estate planning attorney up front can save families substantial time, money, and conflict later. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  5. 10/26/2025

    Vote Smart: Understanding Pennsylvania’s Judicial Retention Elections

    In this episode, attorney Daniel J. Siegel takes a thoughtful look at Pennsylvania’s upcoming Pennsylvania judicial retention elections—and why voters should look beyond headlines, partisanship, and single-issue politics when deciding whether to retain appellate judges. Drawing on decades of courtroom experience and more than 250 appellate cases, Siegel explains how Pennsylvania’s Supreme, Superior, and Commonwealth Court judges shape the law that affects every citizen, from workers’ compensation to family and criminal cases. Siegel urges voters to focus on fairness, preparation, integrity, and adherence to the rule of law—the qualities that define strong jurists—rather than letting political winds or controversial soundbites determine the future of the judiciary. He also shares why he supports the retention of Justices Christine Donohue, Kevin Dougherty, David Wecht, and Judges Alice Beck Dubow and Michael Wojcik, emphasizing that judicial excellence transcends party lines. If you care about the courts, justice, and democracy, this episode offers a lawyer’s clear, reasoned perspective on how to judge the judges. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  6. 10/20/2025

    How Legal Research and Legislative History Led to a Landmark Victory: The Story Behind Steets v. Workers’ Compensation Appeal Board (Pa. 2025)

    In this episode, Attorney Daniel J. Siegel takes listeners behind the scenes of his landmark victory before the Pennsylvania Supreme Court in Steets v. Workers’ Compensation Appeal Board (2025) — a decision that reshaped how Pennsylvania courts interpret key provisions of the Workers’ Compensation Act. What began as a seemingly routine case evolved into a deep dive into the legislative intent, historical context, and statutory interpretation of a decades-old provision. Dan explains how meticulous legal research, analysis of legislative history, and strategic appellate advocacy convinced the Court to clarify — and ultimately correct — long-standing misunderstandings in the law. Listeners will gain insight into: How thorough research and historical context can transform a case.The methods used to trace legislative history and statutory evolution in Pennsylvania.How appellate strategy and clear legal writing can turn complex statutory issues into compelling arguments.The broader impact of the Steets decision on injured workers, employers, and practitioners across the Commonwealth.Part legal analysis, part storytelling, and part lesson in the art of advocacy, this episode illustrates how research-driven lawyering can make new law — and why attention to detail remains one of the most powerful tools in any lawyer’s arsenal. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  7. 03/22/2024

    Just Say No to Google, Or Those Other Listening Devices In a Law Office

    We love Amazon Alexa, Google, Siri and all those listening devices. They are fun, great at home, but an absolute no around offices. Lawyers, and any other profession handling confidential or sensitive information, simply can't have them around. In this episode of the Legal Tech Podcast, Attorney and privacy expert Daniel J. Siegel explains why those devices are simply not for use in an office. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

  8. 08/11/2023

    Why Pennsylvanians Need to Buy More Medical Coverage in Their Automobile Insurance Policies

    Pennsylvanians should  purchase more than the minimum $5,000 medical coverage in their auto insurance policies for several important reasons: When you buy auto insurance, you buy medical coverage to pay for your medical bills. Most people buy the minimum, yet if you are seriously hurt, or even just need a few tests, you may use up/exhaust your medical coverage quickly. Then, you have to pay the bills, typically from your private health insurance. Unlike auto policies, private health coverage has copays and deductibles that add up quickly. The more auto medical coverage you have, the less chance you have of ever having to use your private health insurance. In this podcast, attorney Daniel J. Siegel explains why he recommends that his clients purchase $100,000 in medical coverage. And $100,000 in medical coverage usually does not cost much more than the minimum coverage, but it will give you tremendous peace of mind.Pennsylvania has a no-fault type of auto insurance system with limited medical coverage. This means that in the event of an accident, your medical expenses may not be fully covered. Increasing your medical coverage can help ensure that you have adequate financial protection for medical bills, rehabilitation, and other related expenses.Medical expenses can be substantial, no matter how serious your injuries are. MRIs, CAT Scans, and other tests are expensive. Even the copays for physical therapy add up quickly. By purchasing more medical coverage, you can reduce the out-of-pocket costs you have to pay for hospital stays, surgeries, doctor visits, ongoing medical treatments, and therapy.Accidents can happen unexpectedly, and having comprehensive medical coverage in your auto insurance policy provides peace of mind knowing that you and your loved ones will be taken care of in the event of an accident.In summary, this podcast explains why purchasing more medical coverage in your auto insurance policy in Pennsylvania is a prudent choice to protect yourself and your loved ones from the potential financial hardships associated with auto accidents. It provides a safety net for covering medical expenses, especially in cases of severe injuries, and offers peace of mind while driving on the roads. Listen to experienced automobile accident attorney Daniel J. Siegel explain the reasons why you should evaluate your auto insurance policy today. Or visit our Auto Insurance Buying Guide at danieljsiegel.com. Thank you for listening to The Legal Tech Podcast with Daniel J. Siegel, sponsored by the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. If you enjoyed this episode, please subscribe, leave a review, and share it with your colleagues. To learn more about our law practice, technology consulting, CLE programs, and legal technology resources, visit DanielJSiegel.com and techlawyergy.com. Until next time, remember: Technology can make lawyers faster—but only lawyers can make themselves more responsible. Verify everything.

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Law. Technology. Ethics. Techno-Ethics. Productivity. Nowadays lawyers, law firms and legal professionals must address a wide range of issues. It could be cybersecurity and phishing today, and tomorrow it could be the need to train staff on how to use Adobe Acrobat or Microsoft Word. You name it, if it's related to law, tech or ethics, this jargon-free podcast will cover the topic. Plus, Attorney Dan Siegel is a nationally known speaker and writer on law, ethics, and technology - known for his jargon-free approach. Sponsored by Integrated Technology Services, LLC and the Law Offices of Daniel J. Siegel, LLC, experts and practicing lawyers and legal professionals, this podcast will help you learn and keep your practice moving.

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