Sep 29, 2023
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 student
13:18 Integrating Clio to other tools and platforms
19:36 Finding the right way to organize information for the law
firm
24:21 How they started using 'Family Law software' to save time,
sending a link to new clients to fill out forms, which then
populate financial statements or probate and family court forms
25:31 Wishes for Family Law software to allow saving data directly
within the system
26:30 How Peter finds Family Law software efficient in quickly
creating a mock financial statement and relying on it for drafting
documents
27:56 Their experience with IT providers, saying that although they
moved towards costlier managed service providers, it ensured that
any issues encountered would be resolved quickly, which is critical
for a law firm
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Cynthia Runge
- https://www.peridotfamilylaw.com/
- https://www.linkedin.com/in/cynthia-runge-b16b5b7