The Tech Savvy Lawyer Michael D.J. Eisenberg

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/
 

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: linkedin.com/in/emilylippincott/
Hardware mentioned in the conversation:
Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk Dell Curved Monitor: dell.com/en-us/lp/curved-monitors Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam Macbook Pro with M1 Chip: support.apple.com/en-us Rubber Tips for Apple Pencil: apple.com/shop/product Scarlett Solo: us.focusrite.com/products/scarlett-solo Software, Apps, & Cloud Services mentioned in the conversation:
1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/ 1Password: 1password.com/  Apple Pages: apple.com/pages/ Backblaze: backblaze.com/ Camelcamelcamel: camelcamelcamel.com/ Capital One app: capitalone.com Filevine Immigration AI: filevine.com/platform/immigrationai/ Filevine: filevine.com/ GoodNotes goodnotes.com/ Google One: one.google.com/overview/ Mac Updater: corecode.io/macupdater/ MacOS Sonoma: apple.com/macos/sonoma/ Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook WordPerfect: wordperfect.com/en/ Zscaler: help.zscaler.com/  

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 How I Lawyer Podcast 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: linkedin.com/in/jonah-perlin
Podcast: howilawyer.com/
Substack: howilawyer.substack.com/
Hardware mentioned in the conversation:
Mac Mini: apple.com/mac-mini
MV7 - Podcast Microphone: shure.com/en-US/products
Tascam Headphones tascam.com/us/category/Headphones
Yeti microphone: logitechg.com/en-us/products
Software & Cloud Services mentioned in the conversation:
Calendly: calendly.com
Descript: descript.com
Fastcase: fastcase.com
LexisNexis: lexisnexis.com
Trello: trello.com
 

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: linkedin.com/in/leahbucholz/
Website: prestigeveteranmctx.com/
YouTube: youtube.com/@prestigeveteranmedical
Email: mailto:leah@prestigeveteranmctx.com/
Hardware mentioned in the conversation:
1.     Internet connection provided by AT&T: att.com/internet/fiber/
Software & Cloud Services mentioned in the conversation:
1.     Zoho: zoho.com/
2.     Zoho Vault: zoho.com/vault/
3.     JotForm: jotform.com/
4.     Spanning: spanning.com/
5.     Backupify: backupify.com/
6.     Speedtest.net: speedtest.net/
7.     Zapier: zapier.com/