On the Road with Legal Talk Network

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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”. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices