Think of this weekly podcast as the main-stage panel of our Legal Tech Non-Event, focused on how technology can benefit your bottom line and geared for an audience of luddite-leaning lawyers. “Fun” may even ensue — within reason, of course.
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Solo Practice University® Guest Lectures


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Solo Practice University® Guest Lectures
Solo Practice University®
The 'Practice of Law' School
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Jared talked with an experienced legaltech software executive about the latest trends in the space. Episode Highlights 03:22 Chris’ first experience celebrating Thanksgiving in the US 04:56 How he made his huge professional move 08:38 Thoughts on the maneuvering of AI in the legal space 10:32 What lawyers can use AI for 13:35 His concerns about AI …
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Non-Eventcast


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The Solo Lawyer Software Learning Curve with Bud Glavy
30:43
30:43
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30:43
Jared talked with a solo attorney about how he onboards and manages technology. Episode Highlights 04:23 Transitioning from a traditional job to operating a solo law firm 09:59 The additional features of Clio like client portal and online payments 21:16 Finding time for content marketing as a solo firm, struggles with maintaining social media and n…
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Non-Eventcast


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Marketing Tech Potpourri - A Day in the Life of Dani Whitestone, Guru
31:26
31:26
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31:26
Jared talked with a marketing expert about how to use technology to effectively promote any business, including law firms. Episode Highlights 02:14 Dani’s extensive background in legal technology 04:01 Her experiences with the acquisition process and the personal and emotional challenges involved 08:31 The importance of understanding the psychologi…
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Non-Eventcast


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Financial Planning & Tech with Niraj Chhabra
27:01
27:01
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27:01
Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances. Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser. Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trig…
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Non-Eventcast


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Zoom and the Expert Witness: Friend or Foe with Allison Muller
28:32
28:32
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28:32
Jared talked with an expert witness, who discussed the logistics of testifying - virtually. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:05 Allison's credentials and her professional journey as a toxicologist 06:53 Work as a toxicologist involved in trials and cases 09:18 Why courts are requiring expert tes…
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Non-Eventcast


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Time, Billing & Payments Talk + The Release of Filevine's New Payment Features with Michael Anderson
29:39
29:39
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29:39
Jared talked with Michael Anderson of Filevine about the company's new payment features + Michael offers up his best time & billing tips for law firms. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 01:48 Michael’s journey from working in Goldman Sachs to Filevine 04:08 What the new time tracking of Filevine loo…
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Non-Eventcast


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How to Stop Wasting Money on Google Ads with Jeff Lantz
26:34
26:34
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26:34
Jared spoke with the owner of a digital marketing agency about best practices for leveraging Google Ads. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:37 How Google ads begins with a basic explanation of how Pay-Per-Click (PPC) ads work 05:29 Why you should still keep an SEO-friendly website 10:58 Steps in c…
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Non-Eventcast


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How to Become a Digital Nomad as Lawyer with Megan Hargroder
29:19
29:19
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29:19
Jared talked with a digital marketing company owner, who has become a digital nomad, about how attorneys can do the same, and still manage their practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:16 The concept of a digital nomad. 06:27 Visa process and recommendations for countries to consider for a d…
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Non-Eventcast


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Why and How AI is a Lawyer's Second Brain with Dave Maxfield
32:10
32:10
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32:10
Jared Correia talked with a lawyer and consultant about how lawyers can implement AI, gain efficiency and improve their heart rates! The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 02:02 Dave's background as an English major 06:10 What Dave’s books are all about 10:51 Limitations of using AI in work and personal …
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Non-Eventcast


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AI & Content Writing for Attorneys with Adam Kosloff
26:08
26:08
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26:08
Jared Correia talked with a copywriter for law firms about the validity of AI for generating content. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:56 How a copywriting agency owner feels about AI 07:16 The learning curve for AI where it starts off struggling but swiftly advances with time and repeated use 1…
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Non-Eventcast


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The Law Firm As A Platform with Erik Mazzone
30:37
30:37
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30:37
Jared Correia talked with a seasoned business management consultant about how law firms can build their practices more like tech companies. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:04 What Eric means by a law firm as a platform and its importance in providing excellent service to clients 06:36 The impor…
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Non-Eventcast


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AI in Legal Marketing & Sales with Melissa Rogozinski
27:52
27:52
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27:52
Jared Correia spoke with a marketing consultant about how attorneys can utilize AI in marketing their law practices. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:51 How Melissa utilizes AI in her everyday life 11:00 Importance of cautious approach when using AI discussed 17:06 Melissa’s method of giving ins…
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Non-Eventcast


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Hacks to Get Every Invoice Paid with Joyce Brafford
31:19
31:19
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31:19
Jared Correia talked with a legal software expert about the best tips for time tracking, invoicing and billing. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 07:22 The usefulness of investing in passive timekeeping 11:13 The importance of data analysis in legal practice 13:14 Critical financial reports that law…
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Non-Eventcast


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The Science of Attorney Technology Resistance with Susan Letterman White
33:16
33:16
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33:16
Jared Correia spoke with a consultant about how + why law firms resist changes to technology, and how they can overcome those. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:50 Lawyers’ mindset on technology adoption 07:01 How emotional resistance change plays into the difficulty of technology adoption in law…
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Non-Eventcast


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Revamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah Zweerink
30:56
30:56
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30:56
Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform 09:04 Using technology as a law …
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Non-Eventcast


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Adding New Tech To An Existing Law Practice Versus Starting From Scratch with Shawn Scott
31:57
31:57
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31:57
Jared Correia talked with an attorney who added new technology platforms to an existing law practice, and is now building a new firm, with new technology. She offers perspectives on both. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:06 How technology in law firms can be neglected for years leading to a stee…
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Non-Eventcast


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The Intersection of Legal Marketing & LegalTech with Steve Fretzin
31:01
31:01
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31:01
Jared Correia and Steve Fretzin, a marketing expert for attorneys, delved into the role of LinkedIn for personal branding, marketing, and business connectivity. He highlighted the usefulness of CRM tools like Lawmatics in enhancing client service by keeping track of client relationships. The Above the Law Non-Event is supported by vendor sponsorshi…
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Non-Eventcast


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5 Things I Wish I Knew As A New In-House Counsel with Ashlyn Donohue
22:39
22:39
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22:39
Jared Correia talked to an experienced general counsel about what she wished she knew, when she was starting her career. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 03:21 The need to align organizational goals when implementing new initiatives and breaking projects down into manageable phases 04:49 The import…
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Non-Eventcast


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Overcoming Tech Resistance in a Law Firm with Kerri Koen
31:29
31:29
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31:29
Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 06:53 Concerns on AI replacing professionals in different fields 08:41 The importance of implementing technology into our routine work to increase product…
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Non-Eventcast


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Real Lawyers Learn From Their Mistakes with Chris Largay
34:09
34:09
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34:09
Jared Correia talked to a practicing lawyer about how making mistakes can actually help you to move your business forward. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 05:30 Chris Largay’s practice and how it has evolved over time 08:15 Balancing law practice with other business ventures 15:03 Understanding th…
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Non-Eventcast


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Lead Generation & Lead Intake for Law Firms with Joe Giovannoli
31:31
31:31
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31:31
Jared Correia talked with the founder of a digital marketing agency, about how to create and manage new law firm leads. Episode Highlights 04:34 Lead generation and lead intake in the context of digital marketing for law firms 05:28 Why law firms should have multiple channels generating business for them 10:21 Google's AI technology, leading to a d…
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Non-Eventcast


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Anatomy of a Partner Move with Anna Sanders
30:49
30:49
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30:49
Jared Correia talked with a legal recruiter about how partners make a move from one law firm to another, including the strategies involved. Episode Highlights 04:31 Reasons why a law partner might consider moving firms 07:50 Challenges arising from conflicts of interest at a firm 10:39 Situations where entire teams or practice groups might move fir…
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Non-Eventcast


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Data Security Best Practices for Law Firms with Daniel Erskine
34:36
34:36
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34:36
Jared Correia talked with Daniel Erskine, an expert on data security, about what law firms need to know with respect to managing sensitive information in the law firm. Episode Highlights 03:06 Daniel discusses the different routes to legal practice and the increasing compatibility between them in the UK 04:42 The landscape of law in the US 07:01 Th…
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Non-Eventcast


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Modernizing a Family Law Firm with Megan Sheehan
36:32
36:32
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36:32
Jared Correia spoke with Megan Sheehan, a law firm owner, about how she modernized a traditional family law practice. Episode Highlights 01:56 The history of Sheehan Associates, including its origins in Lexington, Massachusetts 09:27 The first major transition to tech within the firm by introducing a new billing system 15:41 Importance of gradual i…
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Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools. Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The differen…
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Jared Correia spoke with Patrick Carver, a digital marketing expert, about law firm websites and related technology. Episode Highlights 04:35 Delving into high performing websites for search and its importance for businesses 10:01 Effect of brand names for law firms in terms of search and competition 19:20 Importance of practice area pages on a law…
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Non-Eventcast


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Managing a More Productive Law Firm with Technology with Christopher Earley
29:53
29:53
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29:53
Jared Correia talked with Christopher Earley who runs an efficient practice + brand using technology tools. Episode Highlights 02:15 What Christopher’s new show is all about 06:04 The importance of efficiency and productivity in his law firm 06:39 The role of data, CRM, and Lead Docket in their firm’s operations 09:34 Utilizing the usage of Lead Do…
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Non-Eventcast


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Law Practice Management Software with Joshua Lenon and Christopher Lafferty
31:18
31:18
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31:18
Jared Correia talked to experts in the space about law practice management software + its value to law firms. Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe…
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Jared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the cha…
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Non-Eventcast


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Legal Ethics & Wellness with Megan Zavieh
32:45
32:45
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32:45
Jared Correia interviews Megan Zavieh, a legal ethics attorney, to talk about responsible AI use, managing technology's impact on mental health, and evaluating legal software. She emphasizes the importance of lawyers understanding and verifying AI-generated outputs, and not overly depending on the technology. To maintain mental health, she suggests…
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Jared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for be…
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Solo Practice University® Guest Lectures


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Rise of the Machines – Is AI Ready To Impact Your Solo Law Firm – Guest Lecture with Jared Correia
This is a MUST LISTEN podcast. Artificial Intelligence (AI) and now Generative AI has hit the world like a meteor and the consequences are and will continue to be profound. You may be more familiar with the term ChatGPT because it is spreading like a contagion. Today we are going to talk about how you can either take advantage of Generative AI, or …
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Non-Eventcast


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Law Firm Financial Management - Strategies & Analytics with Brooke Lively
27:10
27:10
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27:10
For today’s episode, Jared welcomes Brooke Lively, founder and CEO of Cathedral Capital, who discusses financial management and data reporting for law firms. By analyzing financial data with other factors, such as average case value and employee productivity, law firms can optimize their strategies and increase profit. Lively suggests using cloud-b…
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Non-Eventcast


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Law Firm Financial Management - Software Applications with Peggy Gruenke
31:09
31:09
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31:09
For today’s episode, Jared welcomes legal tech expert Peggy Gruenke who discusses the advantages of using cloud-based accounting systems like QuickBooks Online and integrating them with Law Practice Management software. She highlights the importance of maintaining accurate data and the need for training law firms and bookkeepers to use these system…
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Solo Practice University® Guest Lectures


In part four we are going to look at trends in law firm ‘employees’ and we use the term very broadly. Why broadly? Because we need to look at the role of non-lawyers, AI (Artificial Intelligence) as an ‘employee’, Technology as an ‘employee’. Yes, we have to expand the term ‘employee’ because the world is changing rapidly. So, join us. It will be i…
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Non-Eventcast


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Marketing a Law Firm Like a Millennial with Giselle Rodriguez
30:59
30:59
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For today’s episode, Jared welcomes Giselle Rodriguez, an immigration lawyer, to discuss how she uses marketing tactics such as social media to reach clients and her ideal audience as a millennial lawyer. She recalls how she built her law firm straight out of law school and how she became successful in her practice. Giselle also discussed her appro…
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Solo Practice University® Guest Lectures


We are coming to the end of the 2nd Wave of Legal Tech. Yes, I know. You've only just started embracing the first wave of legal tech! But it is happening fast and you need to catch up. We will be discussing what is and will be happening in front office technology, consolidation of software, 'behavior' automation and so much. Join us! Written by Sus…
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For today’s episode, Jared welcomes Mark Palmer, Chief Counsel at the Illinois Supreme Court Commission on Professionalism and LegalTech FutureLaw Mentor, to talk about his role as an ethics attorney for the state commission. Together, they discuss the different ethical issues related to email communication, sending messages to clients, and even th…
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Solo Practice University® Guest Lectures


In Part 2 of our series, Days of Future Passed - Law Practice in 2025, we will discuss two critical topics; what will it mean to actually be a lawyer in 2025 and how will we price our services and collect on those fees. What are the clients' expectations of who we are and how they should value our services? It's a truly provocative and informative …
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Non-Eventcast


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KPIs and Reporting for Law Firms with Mary Juetten
25:25
25:25
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25:25
For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back t…
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Non-Eventcast


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Law Practice Management Software with Joshua Hostilo, Blake Roberts, Marie Burgess and Igor Selizhuk
35:57
35:57
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35:57
For today’s episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importanc…
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Solo Practice University® Guest Lectures


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New Series: Days of Future Passed – Law Practice in 2025 – (Part 1) – Guest Lecture with Jared Correia
Enjoy our New Series - Days of Future Passed - What Will Law Firms Look Like in 2025, Part 1 In this first installment we will discuss the law firm business structure in all its incarnations, how this impacts your employees, vendors and much more. Will we see the Amazon model of law firms? It is more in-depth and surprising than you might imagine i…
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Non-Eventcast


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Building a Technology Forward Personal Injury Law Firm with Brooks Derrick
29:09
29:09
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29:09
Today we spoke with Brooks Derrick of the Derrick Law Office about how he operates his presence as an attorney through community engagement and KPIs. He also talks about how he uses legal tech such as Filevine and Pipedrive to automate documents and track leads and improve his law practice. Episode Highlights Why Jared started a law practice and ho…
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Non-Eventcast


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Building an Employment Law Practice with Tim del Castillo
26:52
26:52
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Today we spoke with Tim Del Castillo of the Castle Law: California Employment Counsel about building a successful employment law practice. He discussed the importance of using technology to streamline processes, staying up to date on legal developments, and keeping in touch with clients. He also highlighted the need for lawyers to use networking an…
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Non-Eventcast


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Technology and Management for an Immigration Law Practice with Josh Goldstein
29:19
29:19
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29:19
Josh Goldstein, CEO of the Goldstein Immigration Lawyers, joins Jared Correia to discuss immigration law practice and the technology required for providing effective customer and client service. Josh shares his thoughts on hiring for law firms, and the two discuss the benefits and options available in the legal technology space. Josh is the CEO of …
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Non-Eventcast


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Building a Customer Service-Focused Law Firm with John Strohmeyer
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29:55
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29:55
In this episode, I talked with a real lawyer who built a customer service-focused law firm, John Strohmeyer. John discusses customer service for law firms, including the technology required to provide excellent, high-level customer service. He talks about the importance of customer service and how it can benefit a law firm. In the conversation, Joh…
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Non-Eventcast


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Practice Management Software with Joyce Bradford and Bob Culliton
36:59
36:59
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36:59
In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers. Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key feat…
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Solo Practice University® Guest Lectures


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Networking in a Pandemic and Post-Pandemic World – Have We Lost Something and Don’t Even Know It? – Guest Lecture with Jared Correia
Lawyers fundamentally know the importance of networking. Newer lawyers growing in their practices these past few years know it in theory but haven't experienced the value of in-person events for making connections. In this pandemic/post-pandemic world are we losing something of value we don't realize in exchange for rationalizing the convenience (a…
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Non-Eventcast


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Matter and Legal Spend Management Software with Chris Bennett and Rebecca Kocsis
36:48
36:48
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I talked with two experts in the space about matter & legal spend management software for law firms and legal departments. Highlights Who are the guests for today? - 1:27 Cranberry sauce: Yay or nay? - 2:22 The benefits of using matter and legal spend management software. - 6:48 How to implement the tool. - 12:20 Managing change management. - 14:25…
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I talked with Jessica Youngs about how she built a remote law firm before it was cool. Highlights Who is the guest today? - 01:21 Jessica’s favorite Halloween candy. - 3:37 The types of clients that she typically works with. - 4:57 Making the decision to launch a practice and creating a remote business before a lot of people did. 7:12 How she was a…
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