Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence.

Join Tony and me as we discuss the following three questions and more!

1. What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do?
2. Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way?
3. What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one?

In our conversation, we cover the following:

[01:06] Tony's current tech setup

[08:02] Key Considerations for Lawyers When Choosing a CRM

[22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks

[28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM

[30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions

[32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations

[34:23] The Role of AI in Legal Data Migrations

[37:03] Connect with Tony

Resources:

Connect with Tony:

• Email: tv@universalmigrator.com
• LinkedIn: linkedin.com/in/tony-valenti
• Website: universalmigrator.com/

Hardware mentioned in the conversation:

• Anker speakerphone: ankerwork.com/products/a3301
• Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
• Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl
• Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor

Software & Cloud Services or Apps mentioned in the conversation:

• Clio: clio.com/
• Faster Suite: fasterlaw.com/
• Lawmatics: lawmatics.com/
• Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator
• MyCase: mycase.com/
• NetDocuments: netdocuments.com/
• PracticePanther: practicepanther.com/
• Rocket Matter: rocketmatter.com/
• Stream Deck Plugins: barraider.com/
• Universal Migrator: universalmigrator.com/

In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!

Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.

Join Katherine and me as we discuss the following three questions and more!

1. What are the top three areas of tech software that attorneys are wasting their money on?
2. What are the three common workflows attorneys are not utilizing? And how do we create each one?
3. What are your top three tips when vetting a new CRM LPM?

In our conversation, we cover the following:

[01:10] Tech Setup Overview and Preferences

[07:08] Top Three Areas Where Attorneys Overpay for Tech Software

[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation

[14:09] Tips for Creating Effective Workflows

[15:31] Top Three Tips for Vetting a New CRM or LPM System

[17:21] CRM/LPM Transition War Stories: Challenges and Solutions

Resources:

Connect with Katherine:

LinkedIn: linkedin.com/in/kporterjd/

Website: theresourcefullawyer.com/

Mentioned in the episode:

Hardware mentioned in the conversation:

• Blue Yeti Microphone: blueyetimicrophone.com/
• Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
• Microsoft Surface: microsoft.com/en-us/surface ​

Software & Cloud Services mentioned in the conversation:

• ClickUp: clickup.com/
• Dubsado: dubsado.com/
• Make: make.com/
• Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
• Miro: miro.com/
• Mural: mural.co/
• PandaDoc: pandadoc.com/
• Zapier:zapier.com/

Today’s episode covers a range of topics related to technology repurposing and recycling practices among lawyers, as well as the environmental impact of office tech!

Meet Loren Williams, the Regional Account Manager at PCs for People, who oversees the sourcing of computers for distribution to low-income individuals and families. PCs for People is dedicated to secure and environmentally friendly IT recycling, protecting sensitive data through the National Association of Information Destruction (NAID) AAA-compliant processes, and promoting responsible e-waste management with R2 compliance.

Join Loren and me as we discuss the following three questions and more!

1. What are the top three ways lawyers can recycle and reuse their technology?
2. What are the top three steps lawyers should take to securely remove their data before recycling their machines?
3. What are three tips lawyer should keep in mind when trying to be environmentally friendly with the tech in their office?

In our conversation, we cover the following:

[00:48] Loren’s Tech Preferences and Practices

[04:33] Top Three Ways Lawyers Can Recycle and Reuse Technology

[07:3] PCs for People: From Local Initiative to National Impact

[09:58] Top Three Steps Lawyers Should Take to Securely Remove Data Before Recycling Machines

[12:33] Three Tips for Lawyers to Be Environmentally Friendly with Office Tech

[13:56] Maximizing Donations and Tax Benefits with PCs for People

Resources:

Connect with Loren:

1. Email: lwilliams@pcsforpeople.org
2. LinkedIn: linkedin.com/in/loren-r-williams/
3. Phone: 773-988-6908
4. Website: pcsforpeople.org

Mentioned in the episode:

Hardware mentioned in the conversation:

• Apple Mac (MacBook): Apple MacBook
• Google Pixel: store.google.com
• Lenovo ThinkPad: lenovo.com
• Samsung phones: Samsung Mobile

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape!

Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture.

Join Debbie and me as we discuss the following three questions and more.

1. What are the top three areas where attorneys are underprepared with their firm software needs?
2. What are the top three software utility programs that lawyers should use?
3. What are the top three areas of legal practice that need more innovation, and what should an average attorney do?

In our conversation, we cover the following:

[00:51] A Peek into Debbie's Tech Setup

[03:27] Three Key Software Areas Where Attorneys Often Fall Short

[12:13] Top Three Software Utility Programs Every Lawyer Should Use

[20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them

Resources:

Connect with Debbie:

• Email: 📧 dfoster@affinityconsulting.com
• LinkedIn: 🔗 linkedin.com/in/debbiefoster/
• Website: 🌐 affinityconsulting.com

Hardware mentioned in the conversation:

• Focusrite audio interface: focusrite.com/categories/audio-interfaces
• Logitech Brio 4K webcam:logitech.com/en-us/products/webcams/brio-4k-hdr-webcam
• Shure MV7 microphone:shure.com/en-US/products/microphones/mv7

Software & Cloud Services mentioned in the conversation:

• Actionstep: actionstep.com/
• Calendly: calendly.com/
• Carpe Diem:carpediemparalegals.com/
• Centerbase: centerbase.com/
• Cleo: cleo.com/
• Daylite (by Marketcircle): marketcircle.com/
• DocuSign: docusign.com/
• Doodle:doodle.com/en/
• HubSpot: hubspot.com/
• Lawmatics: lawmatics.com/
• PandaDoc: pandadoc.com/
• SaneBox: sanebox.com/
• Scribe: scribehow.com/ (This appears to be a web-based program so your operating system should not matter – I should be trying this out and report in the future).

After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System’s Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation.

In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology.

Tune in to gain actionable insights and discover new possibilities in legal service delivery!

Join Mathew and me as we discuss the following three questions and more.

1. What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney?
   
   
2. What are the top three workflows that work behind the scenes to make the business more efficient?
   
   
3. Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model?

In our conversation, we cover the following:

[01:07] Mathew’s Current Tech Setup

[37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations

[46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation

[50:51] Legal Ethics in Subscription-Based Practices

[54:43] Where to Find Mathew Online

Resources:

Connect with Mathew:

• LinkedIn: linkedin.com/in/kerbisverse/
• Website: lawsubscribed.com/

Hardware mentioned in the conversation:

• Anker battery pack: anker.com/collections/power-banks
• Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
• Lamicall phone holder:lamicallshop.com/collections/shop-all
• LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors
• Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards
• Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master

Software & Cloud Services mentioned in the conversation:

• Carrd: carrd.co/
• Descript: descript.com/
• Formula: formulasoft.com/
• LawPay: lawpay.com/
• Stripe: stripe.com/
• SuiteDash: suitedash.com/

Bonus Episode: Unleashing Tech at the 2024 ABA Tech Show a Cross Podcast Examination With Mathew Kerbis and Your Tech-Savvy Lawyer

In this special edition of the Tech Savvy Lawyer Podcast, I am thrilled to host a dynamic conversation between Mathew Kerbis, the distinguished “Subscription Attorney” and a recent recipient of the James Keane Award. Together, we provide a comprehensive recap and insightful analysis of the groundbreaking innovations showcased at the ABA Tech Show 2024 in Chicago.

In our conversation, we cover the following:

[02:14] Tech Show Takeaways: AI in Legal Innovation

[07:27] Beyond Billable Hours: Alternative Fee Structures in the Legal Profession

[11:45] Ethical Landscape of AI in Legal Practice

[16:09] Future of Legal Tech

[29:16] Hardware and Software Upgrades for Podcasting: Tips and Tricks

[33:21] Portable Podcasting Setups: Tips and Tricks for On-Site Recordings

[39:29] AI in Legal Practice: Leveraging Tools Responsibly

[44:55] Enhancing Practice Efficiency and Accessibility

[48:49] Evolution of Legal Tech: User-Friendly Solutions for Solos and Small Firms

RESOURCES:

Connect with Mathew:

• LinkedIn: linkedin.com/in/kerbisverse/
• Website: lawsubscribed.com/

Hardware mentioned in the conversation:

• Blue Yeti microphone logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
• iD14: audient.com/products/audio-interfaces/id14
• Shure MV7 microphone: shure.com/en-US/products/microphones
• Snowball microphone:logitechg.com/en-us/products/streaming-gear/snowball-ice-usb-microphone

Software & Cloud Services mentioned in the conversation:

• Amazon Prime: amazon.com/amazonprime
• Clio: clio.com/
• Daylight: daylightlaw.com/
• Descript: descript.com/
• FileVine: filevine.com/
• LexisNexis: lexisnexis.com/
• Paxton: paxton-access.com/
• PDF deck: pdfdeck.com/
• Squadcast: squadcast.fm/
• Universal Migrator:universalmigrator.com/
• Westlaw: legal.thomsonreuters.com/en/westlaw
• Zapier: zapier.com/

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce.

Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet.

Join Jason and me as we discuss the following three questions and more!

What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only?

What three pieces of tech software and hardware make working with virtual remote services seamless?

What are the top three tips when communicating with clients through an LPM, text, or email?

In our conversation, we cover the following:

[01:11] Jason's Mac-based Legal Practice

[11:00] Essential Tech for Solos and Small Firms

[21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration

[31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form

[34:34] Connect with Jason

Resources:

Connect with Jason:

• LinkedIn: linkedin.com/in/jasonmrice/
• Website: dirigo-divorce.com/

Hardware mentioned in the conversation:

External monitors Apple XDR: apple.com/pro-display-xdr/

Software & Cloud Services mentioned in the conversation:

• Backblaze: backblaze.com/
• Calendly: calendly.com/
• Clio: clio.com/
• Daylite: marketcircle.com/legal/
• Fastcase: fastcase.com/
• Google Voice: voice.google.com/
• HumbleFax: humblefax.com/
• Kofax: knowledge.kofax.com/
• Marketcircle: marketcircle.com/
• Nuance Power PDF: shop.nuance.com/store/nuanceus
• Posh Virtual Receptionist Service: posh.com/
• Ruby Receptionists: ruby.com/