On the Road Podcast - Legal Talk Network

Estate Planning Combined with Powerful Automation – ABA TECHSHOW 2025

Ally Kvidt — Thu, 24 Apr 2025 19:00:59 +0000

Wealth Counsel’s robust estate planning drafting software has united with LEAP’s sleek automations to create a powerful end-to-end solution for estate planning and administration. Dan Lear talks with Ari Bulmash to discuss the combination of these technologies, along with other examples of merging tools in the legal technology sphere. They also look ahead to consider the implications of developments in AI and legal tech for attorneys and the future practice of law.

Ari Bulmash is Director of Estate Planning and Administration at LEAP Legal Software US.

How to Pivot in Your Legal Career – ABA TECHSHOW 2025

Ally Kvidt — Tue, 22 Apr 2025 19:00:10 +0000

Dan Lear talks with Jordan Turk of Smokeball about her career and how she moved on from her work as an attorney to get involved in legal tech companies. Jordan offers realistic tips for lawyers on how to be creative in your career path and venture into new arenas. Later, they chat about Jordan’s many CLE class offerings for lawyers and which topics are currently top of mind, including AI, fee agreements, cross-examinations, and much more.

Jordan Turk is Director of Education and Attorney Development at Smokeball.

Leveraging AI Tools with a Human in the Loop – ABA TECHSHOW 2025

Ally Kvidt — Mon, 21 Apr 2025 11:00:58 +0000

Case management software’s AI and automations will continue to become more essential in lawyers’ everyday practice, but attorneys should still maintain a human touch to ensure high quality in their work. Dan Lear talks with Jim Garrett about his ideology and approach to AI tools and how to apply them in effective ways in your law firm. Later, if you’re feeling very out of the loop on AI’s uses in legal, Dan and Jim share tips for becoming AI-literate in manageable ways.

Jim Garrett is Chief Technology Officer at Assembly Software, a legal profession provider of innovative case management software.

Legal Up Virtual Conference by InfoTrack – ABA TECHSHOW 2025

Ally Kvidt — Wed, 16 Apr 2025 19:00:06 +0000

If the post-conference blues are taking hold, fear not! InfoTrack’s Legal Up conference is right around the corner with plenty to look forward to. Lisa Kirkman welcomes Alex Braun of InfoTrack to discuss Legal Up 2025, the largest FREE virtual conference available for legal professionals. The conference strives to be people-centric, offering sessions for individuals with diverse life experiences in a wide variety of practice areas. If you’re looking to enhance your career, gain new insights, and network with peers, register now! Legal Up 2025 takes place April 23-24.

Learn more: Legal Up 2025

Alex Braun is Product Marketing Manager at InfoTrack US.

Workflow Automations for Busy Lawyers – ABA TECHSHOW 2025

Ally Kvidt — Mon, 14 Apr 2025 19:00:31 +0000

Lawyers know they need to think about processes and efficiency in their practice, but it’s not always easy to map your workflows when you’ve got so much else on your plate as a busy attorney. Dan Lear welcomes Lauren Murphy to learn how she helps law firms automate workflows to create reliable consistencies in their processes. Implementing automation helps firms streamline everyday tasks, discover solutions to pain points, prevent missed details, and boost growth.

Lauren Murphy is Vice President of Product Market Strategy at ProfitSolv.

Leveraging Tech Tools in Your Law Firm – ABA TECHSHOW 2025

Ally Kvidt — Thu, 10 Apr 2025 19:00:01 +0000

Boosting efficiency starts with basic tools your law firm probably already has! But, if you’re not engaging with your tools effectively, your firm may very well be falling behind the competition. Niki Black and Stephanie Everett talk with Dan Lear about their session on enhancing law firm workflows and client experience with simple, innovative technology. Embracing tools for scheduling, finances, communications, and more improves your firm’s productivity, draws in new clients, and helps you do your best work.

Nicole Black is an attorney, author and journalist, and serves as the principal legal insight strategist at MyCase (AffiniPay). She is the nationally-recognized author of “Cloud Computing for Lawyers” and co-authored “Social Media for Lawyers: The Next Frontier”.

Stephanie Everett is CEO and a Law Firm Business Coach at Lawyerist and serves as Affinity Consulting Group’s Chief Growth Officer. She is a co-author of Lawyerist’s book, “The Small Firm Roadmap”.

What Should You Do with Your Old Law Firm Computers? – ABA TECHSHOW 2025

Ally Kvidt — Tue, 08 Apr 2025 18:00:00 +0000

Not all used law firm computers have to end up in a landfill! PCs for People can take your retired computers, securely delete old data, and refurbish them for low income households. Zack Glaser talks with Loren Williams about PCs for People’s mission to provide technology access to those in need. They discuss the processes involved in ensuring data security in their operation and explain how your law firm can donate to this eco-friendly, community-serving program at facilities all over the country.

Learn more at www.pcsforpeople.org.

Loren Williams is Regional Account Manager at PCs for People, a nonprofit social enterprise that specializes in secure and environmentally friendly IT recycling.

Law Firm Finances with CPN Legal – Clio Cloud Conference 2024

Ally Kvidt — Mon, 28 Oct 2024 15:00:02 +0000

When it comes to your law firm’s finances, you need to ensure that your practices are efficient, confidential, and compliant. Karolina Sikorska and Lydia Malone welcome Peggy Gruenke of CPN Legal to talk through the benefits of expert accounting and bookkeeping for law firms. Peggy shares her passion for helping attorneys build better businesses and how CPN leverages Clio’s systems to create a seamless experience for law firms.

Peggy Gruenke is co-founder of Cincinnati-based CPN Legal, which provides accounting and bookkeeping services to law firms, including Clio Grow and Manage setup and workflow design.

A Conversation with Niamh Pollak – Clio Cloud Conference 2024

Ally Kvidt — Fri, 25 Oct 2024 15:00:59 +0000

Naturally, it is essential for a legal tech business like Clio to be in compliance with the laws and regulations that govern the attorneys they serve. So, how do they ensure that their platform can do what it needs to do for their clients? Laurence Colletti sits down with Niamh Pollak to learn how Clio navigates compliance across a huge number of geographic areas and unique practice area needs. They discuss Clio’s efforts to help lawyers transform and grow their practices with tools that meet the changing needs of modern law firms.

Niamh Pollak is Vice President of Legal at Clio.

Business Principles for Unprincipled Times – Clio Cloud Conference 2024

Ally Kvidt — Wed, 23 Oct 2024 15:00:13 +0000

Setting a clear vision for your law firm can be challenging for many attorneys. Lawyers are highly educated and intelligent professionals, but they may not have the business knowledge to maximize their success. Dan Lear welcomes Mark Britton and Alex Shipillo to hear about their session on practical business strategies for modern, competitive law firms. They talk about developing fundamental values, identifying key performance indicators, effective collaboration, and other operational principles for transforming your legal practice.

Mark Britton is the founder of the legal marketplace, Avvo.com.

Alex Shipillo is the Vice President of Growth Marketing at Clio.

New Technology, New Regulation — Clio Cloud Conference 2024

Ally Kvidt — Mon, 21 Oct 2024 15:00:10 +0000

Are current tech regulations adequately keeping pace with rapid changes in the area of technology? Working together, what can lawyers and regulators do to move forward ethically—always with access to justice in mind? Speakers Jayne Reardon, Chris Bentley, and Phil Brown share highlights from their discussion on the current landscape of this area, with a particular focus on the justice gap. They share their ideology on improving legal service delivery with technology and encourage fellow legal professionals to be innovators and advocates for leveraging technology in the fight for greater access to justice.

Jayne R. Reardon is a Partner and Deputy General Counsel at FisherBroyles LLP, a distributed global law firm.

Chris Bentley is the Managing Director of the Legal Innovation Zone and the Law Practice Program, both housed at Toronto Metropolitan University.

Phil Brown is the Acting Director of Practice Supports and Resources at the Law Society of Ontario.

How Midsize & Large Law Firms Can Stay Competitive — Clio Cloud Conference 2024

Ally Kvidt — Fri, 18 Oct 2024 15:00:17 +0000

Differentiating your law firm in a competitive market is essential for success. Dan Lear talks with session speakers Bob Simon, Rob Dickson, and Jenny Dingus about highlights from their panel geared toward midsize and large law firms. In the new age of AI, they discuss the latest implementations for legal software (including Clio Grow), genAI tools, automation, marketing, and more, helping firms understand how to adapt to changing trends.

Robert Simon is a trial lawyer and founder of the Justice Team and Justice HQ.

Robert Dickson serves as the Managing Partner of Dickson Frohlich Phillips Burgess, PLLC, one of the fastest-growing law firms in the Pacific Northwest.

Jenny Dingus is the Senior Vice President of Global Sales at Clio.

How Reisman Award Winners Are Selected & What Makes This Year’s Recipients Special — Clio Cloud Conference 2024

Ally Kvidt — Wed, 16 Oct 2024 19:00:04 +0000

To celebrate and reward folks who are utilizing Clio to the maximum degree, the Reisman Awards honor those who stand out with excellence in their legal practice. Laurence Colletti talks with Taylor Lecky and Nick Anderson about the selection process, and they also highlight some of this year’s winners.

Taylor Lecky is Customer Marketing Manager at Clio.

Nick Anderson is Senior Vice President of Customer Success at Clio.

Deep Dive into the 2024 Clio Legal Trends Report — Clio Cloud Conference 2024

Ally Kvidt — Mon, 14 Oct 2024 15:00:44 +0000

Unsurprisingly, this year’s Legal Trends Report significantly showcased AI’s ever-developing impacts in the legal world. To examine this and other major findings of the report, Christopher Anderson and Laurence Colletti welcome Clio’s Joshua Lenon to unpack and explain new trends. They discuss AI’s many uses and current acceptance amongst lawyers and clients, outline new billing trends, and more.

Joshua Lenon is an attorney and serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.

Practical Clio Duo Automation for Your Law Firm — Clio Cloud Conference 2024

Ally Kvidt — Thu, 10 Oct 2024 15:00:15 +0000

One of the biggest splashes at this year’s ClioCon was the launch of Clio Duo, an AI-powered assistant to enhance your practice management software. Christopher Anderson sat down with Jonathan Watson to learn the ins and outs of this new tool and practical use-case scenarios for attorneys and law firm staff. They discuss a day in the life of Clio Duo and highlight some of its powerful features that increase productivity and efficiency in your legal practice.

Jonathan Watson is the Chief Technology Officer at Clio.

Harness Your Momentum with Jack Newton — Clio Cloud Conference 2024

Ally Kvidt — Tue, 08 Oct 2024 15:00:07 +0000

The next few years promise to be hugely transformative for the legal industry, and attorneys who maintain a focus on their firm’s momentum are bound to have greater success. Jack Newton discusses technology trends and tactics that will help lawyers stay ahead of the game. He talks through AI’s impacts in the legal profession, Clio’s latest product updates and investments, and more.

Jack Newton is the CEO and co-founder of Clio.

LEX Summit 2024: Easy Marketing Ideas You Can Implement Today

Ally Kvidt — Tue, 17 Sep 2024 21:30:27 +0000

Getting your law firm’s name in front of prospective clients is essential to your success, but it’s not always easy to make it happen. Craig Goldenfarb shares simple, easy to execute ideas for attorneys looking to market their law firms in creative ways. Craig shares tips for social media, community outreach, newsletters, swag, and more.

Craig Goldenfarb is founder and CEO at Gold Law.

LEX Summit 2024: Jordan Berman of Unbiased Podcast

Ally Kvidt — Mon, 16 Sep 2024 19:30:15 +0000

Laurence Colletti welcomes Jordan Berman to discuss her path from attorney to podcaster. Jordan’s interest in both current events and the law drove her to launch Unbiased, a podcast that strives to provide impartial analysis and education on the latest items to hit the news. She describes her podcasting process, social media approach, and her hope to inform her listeners with balanced, factual information on current events.

LEX Summit 2024: KPIs, Industry Trends, and Takeaways with Ryan Anderson

Ally Kvidt — Fri, 13 Sep 2024 18:00:37 +0000

In the past year, AI propelled change in almost every corner of the legal tech industry, but has it proven to be of great use to lawyers at this stage? Gyi Tsakalakis talks with Ryan Anderson of Filevine to discuss the latest trends in tech and what types of AI tools are actually creating new and better approaches to legal work. They also discuss the variability of KPIs across different practice areas and which ones may be major indicators of success in a law firm.

Ryan Anderson is the founder and CEO of Filevine, a project management and collaboration tool for lawyers and consumer professionals.

LEX Summit 2024: How to Sell Your Law Firm to Private Equity

Ally Kvidt — Thu, 12 Sep 2024 21:00:11 +0000

The buying and selling of a law firm is a complicated transaction, and changes in certain areas of the legal industry are driving new sales. Seth Deutsch and Fred Litwiniuk talk through notes from their session on how to approach this process, with insights on both sides of the transaction. They discuss how to assess the strength and saleability of your firm, what data to leverage, and other elements essential to a successful sale.

Seth Deutsch is the President of US Operations for Litco LSO.

Fredric Litwiniuk is Chief Growth Officer at Litco LSO.

LEX Summit 2024: Profit-ology and the Art of Forecasting

Ally Kvidt — Wed, 11 Sep 2024 18:30:57 +0000

Predicting your law firm’s revenue each month is tricky business for many attorneys, but it can be done with an informed approach and the right tools. Laurence Colletti welcomes Jacqueline Bretell to hear highlights from her conference session on forecasting business income. Jacqueline offers insights on leveraging your law firm’s metrics to effectively predict earnings and make better, more profitable decisions for your team.

Jacqueline Bretell is an attorney and CEO of Bighorn Law.

LEX Summit 2024: Driving ROI with AI

Ally Kvidt — Tue, 10 Sep 2024 17:45:10 +0000

How are the latest AI advancements going to impact your law firm? Laurence Colletti talks with Filevine Legal Futurist Dr. Cain Elliot about highlights from his AI-centered session on implementing AI to improve the quality and delivery of legal services and increasing profitability. They discuss reliable go-to tools available in the legal tech sphere and what legal professionals should be doing to engage effectively with this quickly evolving technology.

Smokeball Bill: The Free Trust Accounting & Billing Software for State Bar of Texas

Ally Kvidt — Tue, 02 Jul 2024 15:30:09 +0000

In conjunction with the State Bar of Texas, Smokeball is providing free trust accounting and billing software for all Texas attorneys. If you’re a Texas lawyer, this perk is available to you at no additional charge because of your state bar membership. Tune in to this episode and learn more about the features as well as where to access it.

TECHSHOW 2024: Optimizing Your Firm With Free and Low-Cost Solutions

Ally Kvidt — Thu, 29 Feb 2024 18:00:51 +0000

Your firm is more likely to succeed with the right software in place, but not all lawyers have a large technology budget. Judge Barbara Leach shares cost-effective software solutions that can help lawyers grow their business and increase efficiency. Judge Leach emphasizes the importance of a basic investment in practice management software early in your firm’s development to seamlessly move from a few clients to many more. She also outlines the valuable resources both mandatory and voluntary bar associations have to offer their members.

Barbara Leach is a Circuit Court Judge in Orlando, Florida where she currently serves one of three Domestic Violence Divisions.

TECHSHOW 2024: One Bar License, Will Travel

Ally Kvidt — Wed, 28 Feb 2024 19:00:45 +0000

Modernization is pushing us toward change, and one area of contention has been Model Rule of Professional Conduct 5.5 and related Unauthorized Practice of Law issues, particularly as they relate to multi-jurisdictional legal practice. Emma Raimi-Zlatic talks with Charity Anastasio and Micah Buchdahl about their session dedicated to the changing landscape of rule 5.5 and how things are shifting as the legal profession sees a greater need for multi-jurisdictional, national, and even global legal practice.

Charity Anastasio is a Practice and Ethics Counsel for the American Immigration Lawyers Association’s Practice and Professionalism Center in Washington D.C.

Micah U. Buchdahl is an attorney and President of HTMLawyers, a law marketing company based in Moorestown, New Jersey.

TECHSHOW 2024: AI in Action with Jack Newton

Ally Kvidt — Tue, 27 Feb 2024 19:00:36 +0000

AI is increasingly laced into the daily processes of legal professionals, and it promises to become an even larger part of our lives for greater efficiency and reach in many aspects of the law. Jack Newton joins Laurence Colletti to discuss AI’s rapid advancements and how attorneys can manage its use in legal practice. They also discuss ethical concerns and the continued research and developments that will lead this technology into the future.

Jack Newton is the CEO and co-founder of Clio, a pioneer in cloud-based legal technology.

TECHSHOW 2024: From Manual to Marvelous – Streamlining Your Law Firm’s Billing with Automation

Ally Kvidt — Mon, 26 Feb 2024 18:00:02 +0000

Billing pain points can severely impact a law firm’s success, but today’s technology can make all the difference. Laurence Colletti chats with Jordan Turk and Jayden Doyé to hear highlights from their session on law firm billing automation. They explain the disadvantages of manual billing and offer resources for attorneys to learn and implement automated billing software for greater efficiency and profitability in legal practice.

Jordan Turk is a practicing attorney in Texas and the Legal Technology Advisor at Smokeball.

T. Jayden Doyé is president of Prestige Accounting Solutions LLC.

TECHSHOW 2024: Applying Change Management to Technology Adoption in the Legal Profession

Ally Kvidt — Fri, 23 Feb 2024 17:00:07 +0000

Change is hard, especially when your team is uncertain about a new process or uncomfortable with new tech implementations for your legal practice. Gyi Tsakalakis is joined by Danielle Hall and Matt Spiegel to discuss their TECHSHOW session focused on managing change well in your law firm. They discuss common mistakes that may lead to resistance and offer strategies for creating change management processes that encourage and support your team.

Danielle Hall is the Executive Director for the Kansas Lawyers Assistance Program.

Matt Spiegel is the co-founder and CEO of Lawmatics, an attorney-client relationship management platform.

TECHSHOW 2024: Beat the Clock – Technology to Save You Time and Keep You Young

Ally Kvidt — Thu, 22 Feb 2024 21:15:48 +0000

Often, attorneys’ schedules are so packed that they feel overwhelmed by daily tasks, struggling to manage their time effectively. Lawyers want to have the time they need to do their work well, and Bill Ramsey and Phil Hampton are here to help. They talk about their session dedicated to time-saving practices for lawyers, outlining common struggles, tips for eliminating procrastination, and how a well-prioritized schedule can revolutionize your legal practice.

William T. Ramsey is an attorney at Neal & Harwell, where the primary focus of his practice is complex civil and criminal litigation.

Phillip Hampton is a legal technology consultant with over 30 years of experience in the field of information technology.

TECHSHOW 2024: LawToolBox’s Latest Updates and Integrations

Ally Kvidt — Wed, 21 Feb 2024 19:30:08 +0000

Lawyers operating in the Microsoft ecosystem can make great use of Law Toolbox and its many integrations tailor made to help attorneys with legal practice and matter management. Karolina Sikorska chats with Carol Lynn Grow to learn more about the latest updates and innovations from Law Toolbox. They discuss AI integrations, document management, deadlines and scheduling, and much more.

Carol Lynn Grow is co-owner and chief operating officer at LawToolBox.

TECHSHOW 2024: Smokeball and Harnessing AI

Ally Kvidt — Wed, 21 Feb 2024 19:15:52 +0000

You don’t want your law firm to get left behind! The AI renaissance is here, and you should do all you can to leverage its capabilities for your firm. Karolina Sikorska talks with Ruchie Chadha of Smokeball about her TECHSHOW session—The Revolutionary Firm: Combining Your Data and AI for Faster and Better Outcomes. Ruchie shares the new ways AI is being integrated into legal software to enhance workflows and optimize case management processes.

Ruchie Chadha is president of Smokeball US.

TECHSHOW 2024: Podcasting for Lawyers – Mastering the Medium with AI

Ally Kvidt — Wed, 21 Feb 2024 17:00:24 +0000

Should you start a podcast for your law firm? Showcasing your expertise could be a great way to engage new clients, but where do you begin? Co-hosts Gyi Tsakalakis and Laurence Colletti chat with Patrick Wright and Mathew Kerbis about their TECHSHOW talk on podcasting for lawyers. They talk through a DIY approach to podcasting, discussing gear and technology, AI-powered workflows, content creation and scheduling, and other basics to help you consider whether a podcast might be right for your law firm.

Patrick A. Wright is managing partner of The Wright Firm, LLP, a law firm based in the Dallas/Ft. Worth Metroplex.

Mathew R. Kerbis is founder of Subscription Attorney LLC, a modern law firm affordable access to legal advice for business owners, freelancers, and everyday people.

Links:

Lunch Hour Legal Marketing

www.lawsubscribed.com

thewrightlawyers.com

TECHSHOW 2024: Litigation Anticipation – Best Practices For Organizing Your Trial Documents

Ally Kvidt — Tue, 20 Feb 2024 17:00:49 +0000

It’s always best to assume that your case could go to trial, and, with that in mind, lawyers need to be prepared and organized throughout the entire matter. Host Lydia Malone welcomes Alicia Aquino and Heidi Barcus to learn tips from their TECHSHOW session on best practices for methodical trial document organization—highlighting technology use, creating and managing pre-trial documents, developing trial binders, and more.

Alicia Aquino is the CEO and Trial Technology Consultant with Aquino Trial Services.

Heidi Barcus is a healthcare trial attorney Lewis Thomason, P.C.

Legalweek 2024: Discovery Case Law Updates

Ally Kvidt — Fri, 09 Feb 2024 16:30:39 +0000

The past year brought yet more happenings in discovery with shifts in technology and communication creating new challenges. To examine the newest case law and outline upcoming cases, panelists David Horrigan, Scott Milner, Jessica Tseng Hasen, Justice Tanya Kennedy, and Nirav Shah discuss highlights from their session. They explain the latest updates, emphasize the importance of tech competence, and discuss notable cases’ impacts on data law.

David Horrigan is Relativity’s discovery counsel and legal education director.

Scott A. Milner is a partner at Morgan Lewis & Bockus.

Jessica Tseng Hasen is Senior Counsel at Perkins Coie LLP.

Justice Tanya Kennedy is an Associate Justice of the Appellate Division, First Department of the New York State Supreme Court.

Nirav Shah is the eDiscovery Manager for The Home Depot.

Legalweek 2024: Generative AI, from Innovation to Impact

Ally Kvidt — Thu, 08 Feb 2024 16:00:21 +0000

The legal world and its tech space have seen huge impacts from generative AI in the short time that it has been monopolizing our attention. However, in the midst of this rapidly evolving tech are many questions about safe, effective uses that truly solve problems for legal professionals. InfoTrack’s CEO Ed Watts talks with Jamie Brown and Isha Morathe about current and hopeful deployments of GenAI to advance the profession, and then also address concerns over bias, security, and more.

Jamie Brown is Vice President of Global Advisory Services at Lighthouse

Isha Marathe is a Legal Technology Reporter at Legaltech News for ALM Media.

Legalweek 2024: Meeting the Data Demands of Litigation

Ally Kvidt — Wed, 07 Feb 2024 16:30:54 +0000

Effective processes for discovery, data handling, collaboration, and everything else your case requires are essential to the life of a litigator. Karolina Sikorska talks with Elan Hersh about his session addressing the growing data demands in litigation. He discusses his personal experience and shares methods and tools to help litigators tap into the full value of available technologies.

Karolina Sikorska is a sales manager at InfoTrack.

Elan Hersh is a Partner at Akerman LLP in its Litigation Practice Group and also leads Akerman’s eDiscovery Services team.

Legalweek 2024: Proposed Updates to Federal Rules of Civil Procedure

Ally Kvidt — Tue, 06 Feb 2024 20:00:48 +0000

The Judicial Conference Advisory Committee on Civil Rules has recently released proposed changes to the Federal Rules of Civil Procedure. What do attorneys need to know? Robert Levy, Jeffrey McKenna, Wendy Butler Curtis, and Chris Hurlebaus share insights from their panel discussion about the proposed changes’ impacts on legal professionals, including issues of privacy, cybersecurity, case management, filing deadlines, and more.

Links:

Lawyers for Civil Justice

Proposed Amendments to the Federal Rules of Civil Procedure

Robert Levy is an attorney in the Law Department of Exxon Mobil Corporation.

Jeffrey McKenna is a Senior Privacy and eDiscovery Attorney in Orrick’s Chambers-recognized eDiscovery & Information Governance practice based in San Francisco.

Wendy Butler Curtis is Chief Innovation Officer at Orrick, Herrington & Sutcliffe LLP.

Chris Hurlebaus a Principal Technologist at Microsoft.

Legalweek 2024: AI and the American Arbitration Association

Ally Kvidt — Fri, 02 Feb 2024 17:00:32 +0000

AI is certainly a disruptor in the legal profession, and as such, there is a huge need for deep learning and new implementation of AI tools in legal practice. Bridget McCormack, Linda Beyea, and Diana Didia share their insights on AI solutions that address problems and pain points for lawyers and their clients. They discuss products developed at the American Arbitration Association and their all-in approach to leveraging AI’s potential in legal.

Bridget McCormack is President and CEO of the American Arbitration Association-International Centre for Dispute Resolution.

Linda Beyea is the Vice President of Innovation at the American Arbitration Association.

Diana Didia is the Senior Vice President, Chief Information and Innovation Officer at American Arbitration Association-International Centre for Dispute Resolution

Legalweek 2024: Key Insights on Legal Trends for Mid-Sized Firms

Ally Kvidt — Thu, 01 Feb 2024 19:30:40 +0000

Clio recently published its report showing specific trends for mid-sized law firms. Karolina Sikorska welcomes Joshua Lenon to get an overview of the findings of this latest report as outlined in his Legalweek session. Joshua explains challenges for mid-size firms and tips for overcoming them, including revenue lockup, billing and payments, technology adoption, AI, and more.

Links:

clio.com/enterprise

clio.com/ltr

Karolina Sikorska is a sales manager at InfoTrack.

Joshua Lenon is Clio’s Lawyer in Residence, and has worked on the front lines of legal technology innovation for more than a decade, helping to educate legal professionals on how they can better use technology to run their firms more efficiently and effectively.

Legalweek 2024: The Future State of the Industry

Ally Kvidt — Wed, 31 Jan 2024 17:00:02 +0000

Looking ahead, Dan Lear talks with Stephanie Wilkins about what evolutions the next 5-10 years may bring to the legal profession. Stephanie explains the focus of her panel discussion, particularly discussing AI’s current and potential applications in the legal world as it moves from theoretical to practical uses.

Dan Lear is vice president of partnerships at InfoTrack.

Stephanie Wilkins is the Editor-in-Chief of Legaltech News at ALM.

Clio Cloud 2023: Amplifying Your Leadership Style in the Face of Adversity

Ally Kvidt — Fri, 20 Oct 2023 20:00:48 +0000

After a long fight for freedom following his wrongful conviction at just 16, exoneree Brian Banks focuses his efforts toward raising awareness and inspiring others. Host Michael Semanchik talks with Brian about his keynote speech at ClioCon 2023. Brian shares his story and offers insights on how resilience and perseverance can help us through difficult times.

Brian Banks is a former football player turned keynote speaker, life coach, and passionate advocate for criminal justice reform.

Clio Cloud 2023: How to Achieve Financial Organization for Your Law Firm

Ally Kvidt — Thu, 19 Oct 2023 20:00:09 +0000

Being organized and efficient with your law firm’s finances gives you peace of mind and increases your profits. Host Phil Brown talks with Jayden Doyé and Alex MacGillivray about strategies lawyers can tailor to the financial needs of their law firms. They discuss budgeting, tracking income and expenses, billing software, working with an accountant, and much more.

T. Jayden Doyé is president of Prestige Accounting Solutions LLC.

Alex MacGillivray is the Vice President, Corporate Controller at Clio.

Clio Cloud 2023: 5 Tips to Level Up your Linkedin Profile

Ally Kvidt — Thu, 19 Oct 2023 16:00:10 +0000

Optimizing your use of LinkedIn can help you grow your legal business and make great industry connections. Alison Demelis shares insights for putting your best foot forward on LinkedIn. Alison walks lawyers through the ideal LinkedIn profile and also offers tips for building your reputation, exuding authenticity, and forging meaningful relationships with peers.

Alison Demelis is head of Enterprise Sales Canada and has quickly become a pivotal member of the LinkedIn Family.

Clio Cloud 2023: How to Build an Anti-Fragile Law Firm

Ally Kvidt — Wed, 18 Oct 2023 20:00:55 +0000

The ways you invest in yourself, your technology, and your law firm can make or break your success in times of struggle. Host Gyi Tsakalakis talks with Nefra MacDonald about the concept of creating an anti-fragile law firm. Nefra shares highlights from her session at ClioCon, featuring tips on being tech-forward, client-centered, and creative in your legal practice.

Nefra MacDonald is senior manager of strategic engagement at Clio.

Clio Cloud 2023: ChatGPT, Artificial Intelligence, and the Future of Law

Ally Kvidt — Tue, 17 Oct 2023 20:00:33 +0000

If you want to stay relevant, or better yet, ahead of the curve, you need to embrace AI and learn its uses for your legal practice. Gyi Tsakalakis welcomes Ed Walters, Alia Luria, Erin Walker, and Mitch Jackson to talk about their session dedicated to teaching lawyers how to implement AI technologies while also maintaining necessary ethical responsibilities. And no, robots aren’t replacing you! But, you do need to proactively work with AI and automation to keep your firm from getting left behind.

Ed Walters is the Chief Strategy Officer of vLex and the founder of Fastcase.

Alia Luria is managing partner at LNK Law, PLLC.

Erin Walker is the Director of Strategy and Enablement at Clio.

Mitch Jackson is a California trial attorney and private mediator.

Clio Cloud 2023: Unpacking the 2023 Legal Trends Report

Ally Kvidt — Mon, 16 Oct 2023 20:00:07 +0000

Clio’s cloud-based software created the industry’s first-ever opportunity to collect anonymized data on legal practice as it is happening day to day. This real-time data has given huge insights on the state of the profession and what attorneys can do to increase efficiency and profitability in their law firms. Laurence Colletti talks with Joshua Lenon about Clio’s 2023 Legal Trends Report to get an overview of this year’s findings.

Joshua Lenon is Clio’s Lawyer in Residence, with experience working on the front lines of legal technology innovation for more than a decade.

Clio Cloud 2023: Leveraging Dark Social for Your Law Firm

Ally Kvidt — Fri, 13 Oct 2023 20:00:17 +0000

What exactly is dark social? Gyi Tsakalakis chats with Conrad Saam about his ClioCon session titled, “Dark Social: How to Turn Your Community Into an Eager Referral Source.” You might have points of contact with consumers that are virtually impossible to track, but these connections are still bringing new clients to your law firm. Conrad explains dark social strategies for lawyers and how they can build affinity for your firm and bring in new business.

Hear more from Gyi and Conrad on their podcast, Lunch Hour Legal Marketing!

Conrad Saam is founder of Mockingbird Marketing, an online marketing agency focused exclusively on the legal market.

Clio Cloud 2023: Impacts of AI at Clio

Ally Kvidt — Thu, 12 Oct 2023 20:00:46 +0000

AI is everywhere, but lawyers are naturally—and rightfully—skeptical about whether using it in legal practice is secure and ethical. Clio has just announced Clio Duo, an AI legal assistant, that was built from the ground up by Clio to comply with lawyers’ unique security needs. Patrick Palace talks with Hemant Kashyap about Duo and all the latest products Clio has to offer.

Hemant Kashyap is chief product officer at Clio.

Clio Cloud 2023: Best Practices for Running Client-Centered Law Firms

Ally Kvidt — Wed, 11 Oct 2023 20:00:47 +0000

Clients feel better about your law firm when they feel their needs are met and their concerns are heard. What can you do to make sure this happens in your firm? From ClioCon, host Christopher Anderson talks to Pegeen Turner about her session on client-centered practices for your legal business. They chat about best practices for intake forms, technology, scheduling, and billing.

Pegeen Turner is the President of Legal Cloud Technology, a Raleigh-based legal technology firm.

Mentioned in this Episode:

legalcloudtechnology.com

Clio Cloud 2023: A Chat with Jack Newton

Ally Kvidt — Tue, 10 Oct 2023 19:40:41 +0000

Jack Newton sits down with Laurence Colletti to talk about the current happenings at Clio and what they plan to bring to their legal tech offerings in the future. Now in over 100 countries around the globe, Clio hopes to continue to leverage evolving technologies to positively impact the practice of law and improve access to justice worldwide. They also discuss Clio’s upcoming AI assistant, Clio Duo, and talk through the 2023 Clio Legal Trends Report and what the profession can glean from its findings.

Jack Newton is the CEO and co-founder of Clio, a pioneer in cloud-based legal technology.

CLA Annual Meeting – Solo and Small Law Firms

Ally Kvidt — Sat, 30 Sep 2023 11:00:39 +0000

Because there are so many solo/small firm attorneys in California, if you are a member of CLA, you are also probably a member of the Solo and Small Firm Section! Outgoing Chair Robby Klein and incoming Chair Josh Bonnici talk through the networking and programs offered by the section and their goals to help members grow as attorneys and as business owners.

Learn more at: Solo and Small Firms – California Lawyers Association

And check out their publications: The Practitioner and The Solo Advisor

CLA Annual Meeting – Family Law

Ally Kvidt — Fri, 29 Sep 2023 22:30:06 +0000

Family law can be very contentious, so it is critically important for attorneys in this area to learn to be cool-headed advocates for their clients in difficult situations. Host Laurence Colletti welcomes Family Law Chair Demetria Graves to discuss the current happenings in the section. Demetria highlights the upcoming “Anatomy of a Trial” program happening both in Oakland and Los Angeles, points members to the “Family Law News” publication, and explains where to find other CLE information.

Family Law Section – California Lawyers Association

CLA Annual Meeting – Litigation

Ally Kvidt — Wed, 27 Sep 2023 19:50:37 +0000

New trends in litigation are changing the way lawyers approach their work in the courtroom. Emma Raimi-Zlatic talks with past-chair Mary McKelvey about the programs, committees, and events within the CLA’s Litigation Section. Learn more about the new technology, increased diversity, and educational opportunities that help litigators do their best work.

Litigation Section – California Lawyers Association

CLA Annual Meeting – AI and Machine Learning with Dr. Chris Mattmann

Ally Kvidt — Tue, 26 Sep 2023 20:45:35 +0000

Even though AI has been around for a very long time, it seems that it is suddenly everywhere, with AI-powered technology at the forefront of nearly every innovation of late. Why is this the case? Lindsey Dean talks with Dr. Chris Mattmann about why AI is having this watershed moment and what lawyers need to do to stay informed about AI tech and its uses in legal practice.

Learn more about Dr. Mattmann at: mattmann.ai

2023 California Lawyers Association Annual Meeting – Practice Management and Technology

Ally Kvidt — Mon, 25 Sep 2023 21:45:26 +0000

Being a liaison between different practice areas is what the Law Practice Management Section is all about. Catherine Stock and Gabriela Cubeiro talk with section Chair Joy Murao about her mission to offer resources and education to lawyers in need of technology to suit modern legal practice. Joy highlights the Technology Demo Lab, which helps lawyers understand the problems they face in legal practice and discover new solutions.

Learn more at: Law Practice Management and Technology – California Lawyers Association

CLA Annual Meeting – New Lawyers

Legal Talk Network — Sat, 23 Sep 2023 19:47:18 +0000

The New Lawyers Section aims to connect and support new lawyers in the state of California through events, educational programs, publications, and more! Hosts Lindsey Dean and Emma Raimi-Zlatic talk with incoming section chair Jake Zindulka about the ins and outs of the section and his top advice for new lawyers. He also highlights the importance of networking opportunities and how they help new lawyers develop relationships within the professional community.

Get the support you need during the first 8 years of legal practice! Learn more at: New Lawyers – California Lawyers Association

CLA Annual Meeting – Real Property Law

Legal Talk Network — Sat, 23 Sep 2023 19:28:11 +0000

Catherine Stock and Kyle Bagshaw welcome Frantz Farreau, new chair of the Real Property Law Section, to discuss valuable takeaways from the conference for real estate attorneys. Frantz discusses the new legal issues arising in this area of the law and highlights events, webinars, practice solutions, and more that his committee provides for members.

Learn more at Real Property Law – California Lawyers Association and listen to their podcast-style webinar, What’s Up With Us?

CLA Annual Meeting – A Conversation with Jeremy Evans & Betty Williams

Legal Talk Network — Sat, 23 Sep 2023 19:11:25 +0000

Lindsey Dean sits down with CLA President Jeremy Evans and President-Elect Betty Williams to hear about the latest developments within the California Lawyers Association. They discuss the origins of the CLA and its uniquely crafted goals aimed at being a unifying force amongst California attorneys. They also share insights on upcoming projects and future goals.

Learn more at: California Lawyers Association

TECHSHOW 2023: NFTs, Web3, and IP Law

Legal Talk Network — Wed, 08 Mar 2023 18:50:15 +0000

The virtual world of NFTs and Web3 is developing rapidly, and within this space, intellectual property disputes are now cropping up at a similarly rapid pace. Diane Littlejohn, Kristen Roberts, and Jessica Neer McDonald talk through their TECHSHOW presentation on trademark and copyright issues arising from NFTs and Web3 and share how to assess goals and uses for virtual content to decide what protections a creator may need.

Diane Littlejohn is an attorney currently serving as the Executive Director of the Technology Law and Policy Center at North Carolina Central University School of Law.

Kristen G. Roberts, Founder & Managing Attorney at Trestle Law, APC is a California-based intellectual property attorney who helps business owners build a bridge from their brands to their bank accounts.

Jessica Neer McDonald is founder of intellectual property law firm Neer McD PLLC, based in Miami, Florida

TECHSHOW 2023: Public Hearing on Proposals to Amend Rules of Professional Conduct 5.4 and 5.5

Legal Talk Network — Tue, 07 Mar 2023 17:15:36 +0000

Change is difficult, but that doesn’t mean it isn’t needed. So, what might we need to do to change the way we conceive of legal services? Lynda Shely, Darth Vaughn, Jayne Reardon, and Ed Walters share highlights from their keynote—a fictional public hearing—debating the idea of modifying attorney Rules of Professional Conduct to address challenges in access to justice and legal service delivery.

Lynda Shely, of The Shely Firm, PC, Scottsdale, Arizona, provides ethics and risk management advice to lawyers and law firms.

Darth Vaughn serves as Litigation Counsel and leads the Legal Innovation & Technology Operations team for Ford Motor Company’s Office of General Counsel.

Jayne Reardon is the former executive director of the Illinois Supreme Court Commission on Professionalism.

Ed Walters is the CEO and co-founder of Fastcase.

TECHSHOW 2023: Using AI in Litigation

Legal Talk Network — Tue, 07 Mar 2023 17:10:24 +0000

ChatGPT’s ability to work at the level of language is already catching the attention of litigators around the world. Pablo Arredondo and Stephen Embry recap their talk at TECHSHOW on how ChatGPT and other AI can be used as tools to aid attorneys in legal practice. They discuss concerns with accuracy and bias and also explore the many positive opportunities presented by this burgeoning tech.

Pablo Arredondo is co-founder and chief innovation officer at Casetext.

Stephen Embry is a member of Frost Brown Todd LLC and part of the firm’s class action, privacy, and mass tort groups.

TECHSHOW 2023: Web3 and Law Firm Financials

Legal Talk Network — Tue, 07 Mar 2023 17:05:37 +0000

As Web3 and the metaverse continue to grow in their reach, more and more people are using cryptocurrency—even to pay their legal fees. What do lawyers need to know about these new forms of payment? Jessica Neer McDonald and Jamie Szal give an overview of blockchain, cryptocurrency, and Web3 payment sources and explain their legal and ethical implications for law firms.

Jessica Neer McDonald is founder of intellectual property law firm Neer McD PLLC, based in Miami, Florida.

Jamie Szal is a partner at Brann & Isaacson, where she focuses her practice on assisting businesses in all aspects of state and local tax controversy.

TECHSHOW 2023: The Fourth Dimension – Law in the Metaverse

Legal Talk Network — Tue, 07 Mar 2023 17:00:54 +0000

The newest market for legal professionals may not exist in the physical world, but legal matters in the metaverse are very real, opening up a host of opportunities for attorneys. Kristen Roberts, Diane Littlejohn, and Mathew Kerbis talk us through the basics of the metaverse and its expanding need for legal services.

Diane Littlejohn is an attorney currently serving as the Executive Director of the Technology Law and Policy Center at North Carolina Central University School of Law.

Mathew R. Kerbis is an associate attorney at Condon & Cook, LLC focusing his practice in civil litigation defense of first-party and third-party insurance and personal injury matters.

TECHSHOW 2023: Integrations In Law Practice

Legal Talk Network — Fri, 03 Mar 2023 17:45:54 +0000

If you’ve run into a problem that you can’t seem to solve in-house, it might be time to seek out an integration partner. Tressa Schultze and Catherine Stock talk with Laurence Colletti about the benefits of these partnerships and how they help lawyers streamline processes and develop efficient, profitable legal practices.

Tressa Schultze leads product and integration strategy at MyCase.

Catherine Stock is partnerships manager at InfoTrack US.

TECHSHOW 2023: Insights From the Legaltech Visionaries Panel

Legal Talk Network — Fri, 03 Mar 2023 17:30:10 +0000

Following their keynote panel, Laurence Colletti sits down with Jazz Hampton, Erin Levine, Kimberly Bennett, and Jack Newton to hear their thoughts on the current state of technology in legal practice. They talk about dealing with fast-paced change, the pursuit of vision in the face of adversity, and engaging with technology to craft a better future.

Jazz Hampton is CEO and general counsel at TurnSignl.

Erin Levine is a certified family law specialist, owner of Levine Family Law Group, and founder of Hello Divorce.

Kimberly Bennett is the Co-Founder of Fidu, a client experience platform.

Jack Newton is the CEO and co-founder of Clio, a pioneer in cloud-based legal technology.

ABA TECHSHOW 2023: The Lowdown

Legal Talk Network — Tue, 28 Feb 2023 19:33:56 +0000

Gyi Tsakalakis gives the lowdown for ABA TECHSHOW sessions, events, and special speakers. Stay tuned for Chicago travel-foodie tips, plus a skosh of stoic wisdom. #Mirth

Junk Science in Our Criminal Justice System

Legal Talk Network — Tue, 10 Jan 2023 15:05:36 +0000

Many of the forensic sciences featured in shows like the ‘Forensic Files’ have been debunked and are now considered to be ‘Junk Science’… but that doesn’t mean that the people convicted under them are suddenly free. The Innocence Project’s Chris Fabricant is a nationally acclaimed author and expert on the use of forensic science. He and our executive producer Laurence Colletti sit down to discuss “Junk Science” and how it sent many innocent people to prison for crimes they didn’t commit.

Chris Fabricant is the author of ‘Junk Science and the American Criminal Justice System’.

Launching SideBar

Legal Talk Network — Tue, 08 Nov 2022 18:51:49 +0000

Meet the hosts and producer-composer for SideBar, our new podcast covering Constitutional and Civil Rights. Never boring, this show features acclaimed authors, notable commentators, expert lawyers, and law professors. Don’t touch that dial… Episode 1 with author and political activist David Pepper plays right after this episode!

It’s the Statehouses Stupid!

Legal Talk Network — Tue, 08 Nov 2022 18:14:19 +0000

It’s the Statehouses. Stupid. So says David Pepper, the author of Laboratories of Autocracy: A Wake-Up Call from Behind the Lines. State legislatures, often ignored, play a significant role in deciding our rights, including the right to vote. Join SideBar co-hosts law school deans Jackie Gardina and Mitch Winick as they discuss current challenges to the American political system and Constitutional rights with author, lawyer, and politician David Pepper as the podcast’s inaugural guest. {Part 1 of 2}

Clio Cloud 2022: Building Influence thru Relationships & Persuasion with Robert Cialdini

Legal Talk Network — Fri, 14 Oct 2022 22:05:45 +0000

Tune in for highlights from Robert Cialdini’s closing keynote address at ClioCon 2022. Host Christopher Anderson talks with Robert about his scientific research into influence. Robert discusses the many effects of influence in the world, shares his Six Principles of Persuasion, and explains how solid, meaningful relationships help us build our influence both personally and professionally.

Robert Cialdini is president of INFLUENCE AT WORK and a New York Times bestselling author.

Clio Cloud 2022: What Lies Ahead for Legal with Jack Newton

Legal Talk Network — Thu, 13 Oct 2022 04:45:04 +0000

The world of lawyering has surged in spite of the pandemic, but new adversity looms. Fears over inflation, war, hiring markets, and a recession have left many attorneys wondering how to prepare for the coming months. Jack Newton discusses the concept of anti-fragility and its place as a mental model for law firms as they face an uncertain future. Jack outlines how deliberate preparation can help your law firm thrive in the midst of opposition.

Jack Newton is CEO and co-founder of Clio.

Clio Cloud 2022: How to Design Scalable Legal Services

Legal Talk Network — Thu, 13 Oct 2022 04:35:50 +0000

No matter your practice area, smart planning can help you grow your business. Co-hosts Christopher Anderson and Laurence Colletti talk with Tim Parlatore about the panel he participated in at ClioCon which focused on scalable legal services. Tim shares his firm’s journey from solo to over 30 attorneys and offers time-tested tips for steady growth.

Timothy C. Parlatore is the founder and Managing Partner of Parlatore Law Group.

Clio Cloud 2022: Managing Client Expectations for Long Term Success

Legal Talk Network — Thu, 13 Oct 2022 04:30:09 +0000

Lack of communication and surprisingly large bills are often major sources of complaint for law firm clients, but it doesn’t have to be that way! Attorneys Shreya and Colin Ley share their simple strategies for managing client expectations and providing a better customer experience.

Shreya Ley is a Lawyer-Human with LayRoots.
Colin Ley is an asset protection attorney with LayRoots.

Clio Cloud 2022: How to Succeed with Social Media Marketing

Legal Talk Network — Thu, 13 Oct 2022 03:40:33 +0000

Love it or hate it, social media is where you need to be to get noticed by modern consumers. Gyi Tsakalakis chats with Michelle Fonseca-Kamana and Adam Juratovac about their session on developing your online presence to strengthen your credibility and reach new clients. Tune in for their thoughts on crafting entertaining, educational, and empowering content.

Michelle Fonseca-Kamana is the Founder and Principal Attorney at West Coast Lemons APC, a law firm specializing in California lemon law.
Adam S. Juratovac is a California employment law attorney.

Clio Cloud 2022: Finding Balance – How to Make the Most of Your Time

Legal Talk Network — Thu, 13 Oct 2022 03:31:40 +0000

How much can we really get done in a day? Christopher Anderson talks with Clio presenter Olivia Vizachero about how to become a consistent, confident manager of your schedule. Olivia explains why we so often struggle to plan a realistic schedule and gives tactics for proactive, accurate planning techniques that help you achieve your goals.

Olivia Vizachero, a former BigLaw commercial litigator and criminal defense attorney, runs The Less Stressed Lawyer, a boutique life coaching practice for lawyers.

Clio Cloud 2022: Reisman Award Winner Geeta Daswani – Excellence in Client Service

Legal Talk Network — Thu, 13 Oct 2022 03:24:46 +0000

“A great client experience should be at the core of what you do.” – Geeta Daswani, winner of the Excellence in Client Service Reisman Award, talks with podcast host Patrick Palace about her firm’s best practices for thoughtful and efficient client interactions. Geeta explains how careful listening and good communication can help any business provide a great customer experience.

Geeta Daswani is founder at The Daswani Law Co. Ltd., providing legal support to ethical and sustainable businesses.

Clio Cloud 2022: Reisman Award Winner Andrew Rudder – Best New Law Firm

Legal Talk Network — Thu, 13 Oct 2022 03:19:42 +0000

Reisman Award winner Andrew Rudder talks with host Patrick Palace about his path to becoming a lawyer, including some of the unique experiences and challenges he has faced as a black attorney. Andrew shares his passion for social justice and his hope to provide greater access to justice for people of color.

Andrew Rudder is founder of Rudder Law, a Canadian firm focused on Catastrophic Impairment Law.

Clio Cloud 2022: Hire for Success – Best Practices for Growing Your Team

Legal Talk Network — Wed, 12 Oct 2022 15:00:55 +0000

If you’re working way more hours than you want to, it’s time to hire someone new! Hiring another lawyer for your firm lightens your load, lessens the likelihood of burnout, and makes you more money. Sounds like a win all around. Kristin Tyler shares insights on current hiring trends and outlines how to connect with the right talent for your team.

Kristin Tyler is co-founder and chief brand officer at LAWCLERK, where attorneys go to hire freelance lawyers.

Clio Cloud 2022: Innovation in the Courts with Judge Schlegel

Legal Talk Network — Wed, 12 Oct 2022 12:00:51 +0000

The pandemic was a driver for change in justice systems around the globe, but one court’s innovative and inexpensive approach is worth a closer look. Judge Scott Schlegel manages what may be one of the most advanced courts in the United States for delivering justice online. Tune in for his tips on how any jurisdiction in the country can modernize its justice system for under a thousand dollars. Go to https://www.onlinejudge.us/ for all of Judge Schlegel’s recommendations.

Judge Scott U. Schlegel was elected to the 24th Judicial District Court in Jefferson Parish, Louisiana in May 2013. He currently serves as the President of the Louisiana District Judges Association and Chair of the Louisiana Supreme Court Technology Commission.

Clio Cloud 2022: How Content Creation Can Grow Your Law Firm

Legal Talk Network — Wed, 12 Oct 2022 11:00:43 +0000

Strategic messaging helps your community understand why they want you to be their lawyer. Tune in to Laurence Colletti’s conversation with Camille Moore and Phillip Millar to learn how to take the plunge into online content creation and grow your brand. They discuss the pitfalls of unapproachable marketing and share tactics for sharing your authentic self through social media, video, podcasts, and more.

Camille Moore is president of Third Eye Insights.
Phillip Millar is an attorney and senior strategic consultant at Third Eye Insights.

Clio Cloud 2022: How to Get Paid for Your Legal Services—Without the Chase

Legal Talk Network — Wed, 12 Oct 2022 01:00:12 +0000

Creating a happy path from intake to invoice makes firm processes easy and efficient, but how do you get there? Hosts Laurence Colletti and Stephanie Everett talk with Adrian Francis and Raquel Trinidad about getting paid without the hassle. They outline the importance of meeting clients where they’re at, embracing flexible billing strategies, and using online billing for quick and easy payments.

Adrian Francis is a Group Product Manager across Oil & Gas, Supply Chain, and Legal at Clio.
Raquel Trinidad is Manager of Product Marketing at Clio.

Clio Cloud 2022: Automating Workflows with Zapier

Legal Talk Network — Wed, 12 Oct 2022 00:00:53 +0000

Avoiding busywork should be at the top of your to-do list, and automation is the best solution. Foojan Shabrang and Scott Hamilton offer tips for getting started with Zapier to smooth out your workflows.

Foojan Shabrang is a Junior IT Specialist at Clio.
Scott Hamilton is a Data Migration Specialist at Clio.

Clio Cloud 2022: How to Use PR to Build Your Law Firm’s Brand

Legal Talk Network — Tue, 11 Oct 2022 19:30:03 +0000

Even small firms can use PR to their advantage. Joe Patrice talks with Pamela Smith about her packed session at ClioCon to learn more about PR strategies for firms of any size. They discuss the importance of honing your message to build a specific brand and how to reach out to your target audience through PR campaigns, media exposure, and more.

Joe Patrice is an editor at Above the Law.
Pamela Smith is manager of corporate communications at Clio.

Clio Cloud 2022: Decision Science with Nika Kabiri

Legal Talk Network — Tue, 11 Oct 2022 18:30:19 +0000

Bad decision making is a very human problem, but that doesn’t mean we can’t override our natural tendencies and make successful choices. Host Stephanie Everett taps into Nika Kabiri’s insights on science-based decision strategies. They discuss Nika’s work at Clio and run through helpful decision making tactics for both your personal and professional life.

Stephanie Everett leads the Lawyerist community and Lawyerist Lab.
Nika Kabiri is Senior Director of Decision Science at Clio.

Clio Cloud 2022: The Benefits of a Legal Blog

Legal Talk Network — Tue, 11 Oct 2022 18:00:23 +0000

Tips abound for both seasoned and beginner legal bloggers! Tune in for Teresa Matich, Iffy Ibekwe, and Kevin O’Keefe’s discussion on how blogging can help attorneys broaden their reach and promote firm growth. They share advice for understanding your audience, dispel common myths about writing, and give practical tips on crafting engaging, useful blog posts for readers.

Teresa Matich is senior content strategist at Clio.
Iffy Ibekwe is a trust wealth advisor at Arvest Wealth Management.
Kevin O’Keefe is the founder and CEO of LexBlog, a pioneer company that helps lawyers with online marketing and blogs.

Clio Cloud 2022: Insights from Clio’s 2022 Legal Trends Report

Legal Talk Network — Tue, 11 Oct 2022 16:30:01 +0000

Data contributed by tens of thousands of legal professionals has given us new insights into the workings of today’s law firms. Laurence Colletti talks with Joshua Lenon and Rio Peterson of Clio to learn more about the findings of the 2022 Legal Trends Report. They discuss how trends have changed between their pre- and post- pandemic data and examine how current events (i.e. a potential recession, changing work styles, hiring trends, etc.) are affecting law firm operations across all areas of the profession.

Joshua Lenon is Lawyer in Residence & Data Protection Officer at Clio.

Rio Peterson is Senior Affinity Partnerships Manager at Clio.

Clio Cloud 2022: Lessons Learned from Starting a New Law Firm

Legal Talk Network — Tue, 11 Oct 2022 16:00:32 +0000

Why start your own law firm? –Freedom, a creative business model, providing a unique client experience… and the list goes on! Sharing highlights from their panel discussion, Austin Pantaleo, Lindsey Egan, and Joe Gibson talk through vital lessons learned while starting up their law firms and give their top strategies for success as a solo attorney.

Austin Pantaleo is manager of Demand Generation at Clio.
Lindsey E. Egan is the founder of Egan Law Center in Manchester-by-the-Sea on the north shore of Massachusetts.
Joe Gibson is founder and managing attorney of the Employment Law Center of Maryland.

Innocence Network Annual Conference 2022: Advocating Against the Death Penalty with Sister Helen Prejean

Legal Talk Network — Wed, 13 Apr 2022 21:56:16 +0000

To move away from the death penalty as a country, the public needs be able to see inside the process and understand its effects. Sister Helen Prejean has dedicated much of her life to ministering to those affected by the death penalty, from death row inmates to guards to families of murder victims, and has worked to help the public and the church change their thinking on this issue. Michael Semanchik talks with Sister Helen about her keynote address at the conference and the importance of sharing personal stories to unveil the injustice of capital punishment.

Host Michael Semanchik is the managing attorney for the California Innocence Project.

Sister Helen Prejean is known around the world for her tireless work advocating against the death penalty. She has been instrumental in sparking national dialogue on capital punishment and in shaping the Catholic Church’s vigorous opposition to all executions.

ABA TECHSHOW 2022: What Legal Can Learn from Other Industries

Legal Talk Network — Sat, 05 Mar 2022 18:30:22 +0000

The legal industry is often guilty of siloing itself, and, thereby, neglects to consider how its service delivery could be measured in comparison to adjacent industries. Host Joe Patrice talks with Jack Newton and Kimberly Bennett about the importance of analyzing other industries’ approaches to business to strengthen your law firm and provide a better customer experience.

Joe Patrice is a senior editor at Above the Law.

Jack Newton is the CEO and co-founder of Clio.

Kimberly Bennett is the Co-Founder of Fidu, a client experience platform for delivering subscription legal services.

ABA TECHSHOW 2022: Executing Your Marketing Plan

Legal Talk Network — Sat, 05 Mar 2022 18:00:04 +0000

Your law firm is a business, so it’s in your best interest to treat it like one. That means – focus on developing your marketing strategy. Gyi Tsakalakis chats with Conrad Saam and Jeana Goosman about targeting the right market with the right process to grow your law firm.

Gyi Tsakalakis is founder of AttorneySync and co-host of Lunch Hour Legal Marketing.

Conrad Saam is founder of Mockingbird Marketing and co-host of Lunch Hour Legal Marketing.

Jeana Goosmann is the founder, CEO and managing partner of the Goosmann Law Firm.

ABA TECHSHOW 2022: 60 in 60

Legal Talk Network — Sat, 05 Mar 2022 17:45:17 +0000

Host John Strohmeyer is joined by two of this year’s four 60 in 60 presenters, Gyi Tsakalakis and Jeannine Lambert to discuss what they’re bringing to the hour-long session on the latest hot tech, Gyi’s hug/handshake/fistbump dilemma, and Jeannine’s awkward post-isolation conference moments.

John Strohmeyer is an international tax and estate planning attorney and host of the Five Star Counsel Podcast.

Gyi Tsakalakis is a former lawyer and founder of AttorneySync.

Jeannine Abukhater Lambert is the executive director of Centers & Programming at Northern Kentucky University Chase College of Law.

ABA TECHSHOW 2022: Modernizing Court Technology with Judge Scott Schlegel

Legal Talk Network — Sat, 05 Mar 2022 17:30:58 +0000

As the pandemic necessitated major tech innovations in the legal system, courts had to work hard to facilitate the continuance of justice. Host Joe Patrice chats with Judge Scott Schlegel about the process of moving to virtual proceedings, how they’re doing now, and what tech was most helpful along the way.

Joe Patrice is an editor at Above the Law.

Judge Scott Schlegel presides over a progressive and innovative criminal court in the 24th Judicial District located in Jefferson Parish, Louisiana.

ABA TECHSHOW 2022: Utilizing Tech to Replace or Improve Admin Work

Legal Talk Network — Sat, 05 Mar 2022 17:15:44 +0000

Administrative tasks seem like a time suck to many lawyers, but technology can help fix that! John Strohmeyer welcomes Ivy Grey and Jon Tobin to talk about their TECHSHOW session on using tech to make administrative work easy and efficient. They discuss the balance between automation and the human element in your law firm and how to ensure a positive client experience.

John Strohmeyer is an international tax and estate planning attorney and host of the Five Star Counsel Podcast.

Ivy Grey is vice president of Strategy and Business Development for WordRake, the creator of American Legal Style for PerfectIt, and an advisor to Intelligent Editing Ltd.

Jon Tobin is founder and partner at Counsel for Creators LLC.

ABA TECHSHOW 2022: Come Play in the Sandbox – How to Advance Legal Services Through Regulation

Legal Talk Network — Sat, 05 Mar 2022 17:00:26 +0000

Hurdles in our legal system have long been responsible for perpetuating the justice gap, but new research and experimentation seem to be leading to much-needed change. From TECHSHOW 2022, Laurence Colletti talks with Lori Gonzalez and Damien Riehl about their talk at the conference on improving legal service delivery through regulatory reform.

Lori Gonzalez is founder and CEO of RayNa Corporation.

Damien Riehl is vice president of litigation workflow and analytics content at Fastcase.

National Conference of Bar Presidents 2022: Balancing Regulatory Innovation and Core Values: Can We Have It All?

Legal Talk Network — Tue, 01 Mar 2022 13:03:38 +0000

Following the NCBP Virtual Midyear Meeting, Carl Smallwood hosts Chief Justice Bridget Mary McCormack and attorney Stephen Younger in a conversation highlighting their individual views on the justice gap, current regulatory innovations, and whether recent changes preserve the core values of the legal profession.

Carl Smallwood is NCBP Past President and Executive Council member, and director of the Divided Community Project at the Ohio State University Moritz College of Law.

Chief Justice Bridget Mary McCormack joined the Michigan Supreme Court in January 2013, and became Chief Justice in January 2019.

Stephen Younger is a partner at Foley Hoag LLP in New York City.

National Conference of Bar Presidents 2022: Decision Science for Bar Leaders – How to Make Choices That Work

Legal Talk Network — Tue, 01 Mar 2022 13:02:23 +0000

Good decisions help lead us where we want to go, but that doesn’t mean it’s easy to make the best determination when faced with a choice. Patrick Palace talks to Nika Kabiri at the NCBP Virtual Midyear Meeting about the scientific research behind decision-making processes and how bar leaders can implement this multi-disciplinary knowledge to optimize choices and experience successful leadership.

Patrick Palace is NCBP Program Committee member and past Executive Council member, and managing owner at Palace Law.

Nika Kabiri is founder and owner at Kabiri Consulting.

National Conference of Bar Presidents 2022: Executive Presence and Authentic Leadership

Legal Talk Network — Tue, 01 Mar 2022 13:01:04 +0000

Storytelling is a powerful tool for building influence and trust. Joe Sullivan talks with Ann Marie Houghtailing and Laura Fink about their talk at the NCBP Virtual Midyear Meeting and its takeaways for bar leaders on leveraging personal stories to forge authentic connections with others.

Joe Sullivan is NCBP President-Elect and Executive Council Member, and a partner at Davis, Hatley, Haffeman, & Tighe, P.C.

Ann marie Houghtailing is co-founder and CEO at Story Imprinting.

Laura Fink is founder and CEO at Rebelle Communications.

National Conference of Bar Presidents 2022: The Well-Being Playing Field

Legal Talk Network — Tue, 01 Mar 2022 13:00:08 +0000

Promoting lawyer wellness is critical to the future of the profession, and bar associations are uniquely positioned to affect culture change within their communities. From the NCBP Virtual Midyear Meeting, Robin Wolpert hosts Bree Buchanan and Chris Newbold to discuss what bar leaders can do to support wellness efforts and help legal professionals prioritize both physical and mental health. As Board members for the Institute for Well-Being in the Law (IWIL), they also offer that IWIL can assist bar organizations — free of charge — to set up their wellness programs.

Robin Wolpert, JD, PhD is NCBP Treasurer and Executive Council member, Institute for Well-Being in Law Treasurer, and an attorney at Sapientia Law Group in Minneapolis.

Bree Buchanan is board president and acting executive director at the Institute for Well-Being in Law.

Chris Newbold is executive vice president at ALPS Lawyers Malpractice Insurance.

Clio Ventures: Making Dreams Come True

Legal Talk Network — Fri, 29 Oct 2021 21:47:44 +0000

What do you do when your company grows from a two-person startup into a billion dollar enterprise, operating internationally with a workforce over 500? You invest in the dreams of others… that’s what! Tune in to hear how Clio is investing in promising early-stage companies with diverse founders from its VP of Corporate Development Shubham Datta.

The Legal Trends Report

Legal Talk Network — Fri, 29 Oct 2021 16:09:12 +0000

Grow your firm and make more money! Hear what every law firm should know about the legal profession’s changes during the last two years. Clio’s Chief Operating Officer George Psiharis stops by to share what they learned putting together their annual Legal Trends Report. This free report can help dramatically boost your profits. Tune in to hear how!