Sep 25, 2023
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 productivity
13:07 Technology concerns that some lawyers have
18:43 Finding a drafting software that works for your specific
needs in estate planning
23:25 CRM tool that has a comprehensive dashboard for customer
management
24:42 The importance of automation in legal processes, while making
it feel less robotic and more like an engaging experience
28:42 Inclination towards reducing the technology stack but still
employing helpful integrations
29:28 The importance of ease of use and familiarity for clients in
choosing tools
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Kerri Koen
- https://www.koenlaw.com/