🎙️ Ep. 138: How US Legal Support Integrates AI, Security, and Remote Depositions into Your Litigation Tech Stack ⚖️💻

/ The Tech-Savvy Lawyer.Page/

use AI transcript review to streamline complex deposition analysis!

My next guest is Jimmy Bridwell of US Legal Support, a Houston‑based litigation support company that manages depositions, record retrieval, trial technology, and graphics generation for law firms nationwide. In this post, we dive into how US Legal Support blends security, integration, and AI‑driven tools to help solos, small firms, and AM Law practices modernize their tech stack, streamline discovery, and run more effective remote depositions.⚖️💡

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

  • What are the top three ways lawyers should expect companies like US Legal Support’s technology platforms — whether remote deposition solutions, transcription services, or document management — to integrate seamlessly into a law firm’s existing tech stack to eliminate duplicative data entry and streamline trial preparation?

  • What are the top three technology investments or skillsets that lawyers consistently overlook, but would dramatically improve their practice efficiency and client services in 2026?

  • Based on US Legal Support’s experience facilitating over 245,000 remote events annually, what are the top three technology mistakes you see lawyers making during remote depositions or virtual proceedings, and how can they course correct to deliver more efficient client representation?

In our conversation, we cover the following

  • [00:00:00] Jimmy’s personal tech stack: Surface Pro laptop, 47‑inch curved Samsung monitor, HyperCast microphone, and Logitech Brio camera in a Microsoft‑based environment with Microsoft Cloud.

  • [00:00:45] Managing dual smartphones (Apple for work, Android for personal) and why Apple’s security posture matters in litigation and device holds.

  • [00:01:20] How US Legal Support uses Apple computers in graphics studios while the broader organization runs on Microsoft infrastructure.

  • [00:02:00] Defining the first big question: how vendors like US Legal Support should integrate with law firm tech stacks to prevent duplicate data entry.

  • [00:02:15] Why integration, security, and data management form the core triad for any law‑firm‑to‑vendor data exchange.

  • [00:03:00] The importance of a single, trusted first input for case data so humans aren’t re‑keying information across multiple systems.

  • [00:03:40] Inside US Legal Support’s security model: SOC 2 Type 2, HIPAA, NIST protocols, Microsoft and Amazon cloud, and internal security validation.

  • [00:04:40] Concrete questions lawyers should ask prospective vendors about encryption, security reviews, and penetration tests.

  • [00:06:00] Data breach reporting expectations and the need for a clearly published, timely incident response framework.

  • [00:07:30] Data management and access: preventing unauthorized secondary use of client data and guaranteeing 24/7 access to discovery and litigation documents.

proper ai use can help prevent chaotic Zoom deposition versus calm litigation!

  • [00:08:30] Integration patterns: standardized vs customized APIs, multipoint data flows, and the importance of vendor integration experience with law firm case management tools.

  • [00:11:00] Reframing overlooked tech investments and skills, with an emphasis on AI‑powered transcript review in 2026.

  • [00:11:15] How AI‑assisted transcript review condenses multi‑day depositions into summarized, keyworded, and key‑point‑driven outputs for faster strategy decisions.

  • [00:12:20] Why AI hallucination risk is lower when models work directly from the underlying deposition record.

  • [00:14:10] AI‑assisted deposition tools: secure portals that ingest exhibits and records, identify pre‑existing conditions, output outlines, and suggest deposition questions.

  • [00:15:40] Comparing legacy OCR workflows to today’s generative AI tools and how template‑free extraction speeds up discovery.

  • [00:17:00] Evaluating partners with holistic litigation solutions versus piecemeal, point‑solution vendors.

  • [00:18:00] The maturation of the litigation support market from small shops with thin tech budgets to larger organizations with in‑house dev teams.

  • [00:19:10] Why US Legal Support favors transactional BPaaS pricing over long subscription contracts in a fast‑moving tech landscape.

  • [00:22:00] Common mistakes in remote depositions, including heavy reliance on general meeting tools like Zoom for litigation‑specific workflows.

  • [00:22:10] Litigation‑ready platforms vs. meeting tools: exhibit management, date stamping, annotations, real‑time feeds, and AI enhancements.

  • [00:24:00] The evolution of case management platforms from generic workflow systems to highly tuned legal solutions.

  • [00:26:00] Emerging horizon tools, including facial recognition and facial sentiment analytics for remote proceedings.

  • [00:26:40] The long‑tail impact of COVID: remote depositions moving from nearly 0% to roughly 60–70% of proceedings, and how that forced adoption changed lawyer attitudes.

  • [00:27:30] Internal adoption challenges in medium and large firms: inconsistent processes, under‑used tech, and the operational cost of “every lawyer does it differently.”

  • [00:29:00] Applying manufacturing‑style process discipline to law firm workflows while respecting attorney autonomy.

  • [00:30:00] Where to find US Legal Support online and how they serve clients across the United States.

RESOURCES

Connect with Jimmy Bridwell

lawyers make sure your cloud platforms are SOC 2, HIPAA, NIST‑compliant!

  • US Legal Support: https://www.uslegalsupport.com

Hardware mentioned in the conversation

Software & Cloud Services mentioned in the conversation

🎙️ Ep. #137 - How Lawyers Can Protect Kids Online: COPPA 2.0, Age Assurance, and AI Chatbots with FOSI’s Andrew Zach 👨‍⚖️🔐

/ The Tech-Savvy Lawyer.Page/

My next guest is Andrew Zach, Senior Policy Counsel at the Family Online Safety Institute (FOSI), where he works at the intersection of technology, privacy law, and child online safety policy in Washington, DC. In this Tech‑Savvy Lawyer.Page episode, we unpack what family‑centered online safety really means for practicing attorneys, from intake forms and client portals to law practice management systems, social media, and rapidly evolving AI chatbots. Andrew explains COPPA and the proposed COPPA 2.0, explores how states and countries are experimenting with age assurance, and offers practical guidance for lawyers who handle sensitive images, minors’ data, and AI‑driven tools while staying compliant and supporting parents. If you are an attorney, legal professional, or a tech‑curious parent, this conversation will help you make smarter, safer choices about how you use technology in and around your law practice.

Join Andrew and me as we discuss the following three questions and more! ⚖️💻

  1. What are the top three practical steps every lawyer should take to bake in family‑centered online safety when designing client‑facing tech, websites, portals, intake forms, messaging, and social media?

  2. What are the top three technology tools or configurations law firms should implement to better protect children and teens who may be affected by legal technology, whether they are direct clients in a family matter or simply sharing devices with adult clients?

  3. If you were advising bar associations and practice‑area leaders, what would be the top three CLE or policy priorities to ensure lawyers responsibly use AI, client portals, and other digital tools while supporting parents and caregivers in keeping families safe online?

In our conversation, we cover the following ⏱️

  • 00:00 – Welcoming Andrew and his current tech setup: MacBook Pro, external monitor, iPhones, and wired Bose headphones 🎧

  • 01:00 – What is FOSI and how it works across policy, digital parenting, and industry best practices to keep families safer online 🌐

  • 02:00 – COPPA basics: verifiable parental consent for under‑13 data, why COPPA is dated, and the patchwork of state privacy laws filling the federal gap 📜

  • 03:00 – California privacy leadership, international regimes (like Europe), and why the US needs a comprehensive data privacy law with limits on collection, use, storage, and sale of personal data 🧩

  • 04:00 – HIPAA, SOC 2, agentic AI chatbots on legal websites, and why notice, consent, and data minimization matter for law firms adopting AI‑driven intake and support tools 🤖

  • 05:00 – Data minimization as a safeguard when storage or breaches go wrong; retention and disclosure issues in worst‑case scenarios 📂

  • 05:30 – Handling sensitive images in legal practice (family photos, abuse evidence) and why state‑by‑state rules make it hard to manage online safety and data privacy consistently 🧾

  • 06:00 – Why a stronger federal law is needed, and what COPPA 2.0 (Children and Teens Online Privacy Protection Act) could change, including raising the age of digital consent and protecting teens from targeted advertising 🎯

  • 07:00 – Everyday scenarios: sharing kids’ photos with family, private messaging vs social media, and why limiting audience and avoiding “questionable” content is critical 👨‍👩‍👧‍👦

  • 08:00 – Why “private” Facebook accounts with many friends still are not private enough for potentially risky images and what safer sharing looks like 🔒

  • 09:00 – Keeping audiences limited in litigation and family law contexts while complying with legal guidelines for highly sensitive evidence 📁

  • 10:00 – Defining age assurance vs age verification, and how tools like facial age estimation, IDs, and self‑declaration fit into online safety compliance 🧑‍💻

  • 11:00 – International and US examples: UK social media age checks, Australia’s age assurance trials, and Texas cases on adult sites and app‑store‑level verification ⚖️

  • 12:00 – Free Speech Coalition v. Paxton upholding age verification for adult sites versus the App Store Accountability Act’s broader mandate and why it was enjoined 🏛️

  • 13:00 – Financial harm to parents from kids’ unsupervised app purchases and concerns about access to “harmful content” through apps and social media 💳

  • 14:00 – Is there such a thing as “age insurance”? Exploring liability, coverage, and why Andrew is not aware of a product like that 🧾

  • 15:00 – Apple vs Facebook on data tracking: long terms of service, Apple’s “Ask App Not to Track” pop‑up, and “arms race” messaging around personalization and privacy 📲

  • 16:00 – Communicating data practices clearly to users and kids; age‑appropriate disclosures and the role of legislation in requiring plain‑language privacy notices 🧠

  • 17:00 – “Kids’ accounts” on platforms like Instagram, retrofitting protections vs safety by design, and what private‑by‑default, constrained communication can look like for teens 🧒

  • 18:00 – Culture of responsibility: six entities in online safety (industry, policymakers, law enforcement, educators, kids, and families) and FOSI’s free digital parenting resources 📚

  • 19:00 – Why expecting parents to customize every app setting is unrealistic and how safety‑by‑design and data‑minimization can reduce that burden 🛠️

  • 20:00 – Parental responsibility vs platform responsibility, and how making parental controls easier (e.g., YouTube teen account setup time) can encourage meaningful engagement 👪

  • 21:00 – Recent cases in New Mexico and California: addiction, mental health, platform design, and new legal strategies targeting harms beyond specific content 🧑‍⚖️

  • 22:00 – The Joe Camel analogy, marketing to kids, and why FOSI avoids equating social media directly with tobacco while still pushing for better design safeguards 🚭

  • 23:00 – Features like “take a break” and limits on infinite scroll; designing for vulnerable users and younger audiences from the outset 🧱

  • 24:00 – AI chatbots in legal practice: risks of emotional dependence, mental health harms, and why unregulated bots should not replace trained professionals in sensitive contexts 🧩

  • 26:00 – How often teens and families are using generative AI, and the emerging theme of stricter rules or disclosures for legal, medical, and financial advice from chatbots 🧮

  • 27:00 – Disclaimers and transparency for client‑facing chatbots on law firm sites; state‑by‑state experimentation and potential new duties for lawyers using AI in practice 💬

  • 28:00 – The White House’s national AI policy framework, its child‑safety focus, and the need for congressional action, preemption questions, and national standards 🇺🇸

  • 29:00 – Why bar associations and lawyers should track AI policy developments closely as they intersect with ethics, confidentiality, and family online safety 🔍

  • 30:00 – FOSI’s “good digital parenting” resources, device agreements, and practical scripts for setting expectations with kids about devices and online behavior 📄

  • 31:00 – Where to find Andrew online, including FOSI’s website and his “Andrew the Policy Guy” content on LinkedIn and TikTok 📲

RESOURCES

Connect with Andrew 🌐

Mentioned in the episode 📝

Hardware mentioned in the conversation 🖥️

Software & Cloud Services mentioned in the conversation ☁️

🎙️ TSL Lab’s Deep Dive into Our May 18, 2027, editorial, “AI Won’t Replace Solo and Small Firm Lawyers. It Will Supercharge Them”!

/ The Tech-Savvy Lawyer.Page/

📌 Too Busy to Read Our May 18, 2026, Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 This week’s Tech-Savvy Lawyer Lab’s podcast unpacks my editorial, “AI Won’t Replace Solo and Small Firm Lawyers. It Will Supercharge Them,” and translates it into practical, ethics-aware guidance for solo and small firm professionals navigating AI in real time.

We explore why AI is unlikely to replace lawyers but highly likely to transform how legal work is unbundled, priced, and delivered. We walk through Jevons Paradox, ABA rules on competence, supervision, and confidentiality, and the very real risks of hallucinated filings and careless use of public AI tools. You will see how treating AI as a supervised junior associate can expand your capacity, open new micro‑niches, and make your practice more human-centered, not less. ⚖️

In our conversation, we cover the following:

  • 00:00:00 – Why “doom hype” around AI is targeting the legal profession and why the collapse-of-lawyers narrative falls apart in real life.

  • 00:01:00 – Introducing Michael D.J.’s editorial “AI Won’t Replace Solo and Small Firm Lawyers. It Will Supercharge Them.”

  • 00:02:00 – Setting ground rules: educational discussion only and why this episode is not legal advice.

  • 00:02:30 – Rethinking what a “job” really is and the idea that legal work is a bundle of tasks, not one monolithic activity.

  • 00:03:00 – Comparing big-firm specialization to the tightly packed bundle of tasks handled by solo and small-firm lawyers.

  • 00:03:30 – Why AI can pull on individual threads in that bundle, but cannot run the whole practice for you.

  • 00:04:00 – The solo master-chef metaphor: AI as the kitchen machine doing prep work while the human focuses on taste and judgment. 🍲🤖

  • 00:05:00 – How AI can draft preliminary summaries or case law lists while the lawyer still owns strategy and verification.

  • 00:05:30 – The “mental verification” problem: when typing and thinking used to be the same act for lawyers.

  • 00:06:00 – What changes when AI writes the first draft and why verification must become a separate, deliberate step.

  • 00:06:30 – The risk of hallucinated filings and viral stories of fake cases generated by AI. 😬

  • 00:07:00 – Data points showing the profession is adapting, not dying: more lawyers, more bar-required jobs, rising law school interest.

  • 00:07:30 – Revisiting the e‑discovery panic and predictions that predictive coding would wipe out junior associates.

  • 00:08:00 – How cheaper e‑discovery led to an explosion of data and actually increased demand for legal work.

  • 00:08:30 – Introducing Jevons Paradox and why greater efficiency can increase, not decrease, total demand.

  • 00:09:00 – The widened-highway analogy: more lanes, more traffic, and how that maps onto AI in law. 🛣️

  • 00:10:00 – How AI lets small firms tackle big, complex matters and offer more predictable flat-fee pricing.

  • 00:11:00 – Expanding access to legal services for the middle class and why cheaper legal work grows the market.

  • 00:11:30 – Turning to ethics: ABA Model Rule 1.1 on competence and the duty to understand relevant technology.

  • 00:12:00 – The solo’s burden: you are the IT department and the innovation committee, all at once. ☕💻

  • 00:12:30 – A practical definition of technological competence for solos and small firms.

  • 00:13:00 – Starting small with AI: summaries, first-draft emails, and extracting checklists from dense legislation.

  • 00:13:30 – AI as the “junior associate you don’t have to hire but must supervise” under Rules 5.1 and 5.3.

  • 00:14:00 – Why you remain responsible for AI’s output just as you would for a paralegal or junior lawyer.

  • 00:14:30 – The solo’s question: Does it really make sense to write a formal AI policy for just one person?

  • 00:15:00 – How a short written AI policy creates hard boundaries before you are stressed and rushed.

  • 00:15:30 – Defining approved uses, high‑review tasks, and absolute “no-go” zones for AI in your practice.

  • 00:16:00 – Model Rule 1.6 on confidentiality and the special risk solo and small firms face with cloud tools.

  • 00:16:30 – Why pasting sensitive client facts into a generic consumer chatbot is an ethical minefield.

  • 00:17:00 – How consumer AI tools tokenize your text and use it to train future models.

  • 00:17:30 – The “megaphone in a public square” analogy for pasting confidential data into public AI tools. 📣

  • 00:18:00 – Moving from megaphones to soundproof vaults: using enterprise modes or legal-specific platforms.

  • 00:18:30 – Why a single data breach can be existential for a solo firm and why clients should care about tool choices.

  • 00:19:00 – Legislative inflation: constant growth in complex rules, norms, and regulations across jurisdictions.

  • 00:19:30 – How AI helps solos track regulatory change, generate client alerts, and update templates in real time.

  • 00:20:00 – Carving out lucrative micro‑niches with AI, such as hyper‑specific regulatory domains.

  • 00:20:30 – Pairing niche expertise with SEO and content marketing so a solo can compete at scale.

  • 00:21:00 – The junior lawyer dilemma: what happens to entry-level training when AI eats the grunt work.

  • 00:21:30 – Why firms still need junior lawyers to build a future bench, not just to type memos.

  • 00:22:00 – What AI fundamentally cannot do: build trust in person, join community events, or create referral networks.

  • 00:22:30 – How automation pushes lawyers toward more human-centric, relationship-focused work. ❤️

  • 00:23:00 – The core conclusion: the real existential threat is the AI-literate competitor down the street, not the robot.

  • 00:23:30 – Treating AI as a supervised junior associate while protecting ethics, productivity, and client outcomes.

  • 00:24:00 – Final reflections: mapping your own “bundle of tasks” and deciding what to offload so you can supercharge yourself. ⚡

RESOURCES

Mentioned in the episode

👉 If this episode helps you think more clearly about AI, ethics, and your own “bundle of tasks,” share it with a colleague and subscribe so you never miss a future Tech-Savvy Lawyer deep dive. 🚀

REMINDER! Come Meet Michael! Launch Party 🎉 for The Lawyer's Guide to Podcasting (May 20)!

/ The Tech-Savvy Lawyer.Page/

come meet the author May 20, 2026 in Bethesda, md.

If you’re still deciding about the May 20 launch party for The Lawyer’s Guide to Podcasting, here are three concrete things you’ll walk away with:

  • A simple, lawyer‑tested podcast setup you can actually maintain

  • A checklist of ethical and confidentiality questions to ask before you hit publish

  • A few ready‑to‑use episode ideas tailored to your practice area

Looking forward to seeing you may 20, 2026.

Join us on Wednesday, May 20, 5:30–7:30 PM, at 4704 North Chelsea Lane, Bethesda, MD 20814. Please RSVP by midnight on Monday, May 18, so we can plan for food, drinks, and space!

👉 RSVP on Eventbrite: https://www.eventbrite.com/e/book-launch-party-the-lawyers-guide-to-podcasting-tickets-1988334439834

I can’t wait to see all of you!!! 🤗

Ep. #136: How Law Firms Can Actually Use AI: Practical Intake, Document, and Workflow Automation with Hamid Kohan

/ The Tech-Savvy Lawyer.Page/

My next guest is Hamid Kohan, founder of LegalSoft and LawPractice.ai, and one of the most practical voices on applying AI inside real-world law firms.🧠 He joins me to break down how firms can move beyond the “we’ve done it this way for 40 years” mindset, modernize their tech stack, and start using AI today without taking on unnecessary risk.

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

  • What are the top three ways law firms can integrate AI using solutions like LegalSoft and LawPractice.ai into their intake, case management, and document workflows to improve efficiency and accuracy?

  • From your work directly with law firms, what are the top three challenges lawyers face in adopting AI, and how can they overcome them to modernize their practice?

  • Looking ahead, what are the top three emerging technologies beyond AI that attorneys should start exploring today to stay competitive in the legal industry?

In our conversation, we cover the following

  • 00:00 – Welcoming Hamid and overview of his tech-heavy environment

  • 00:30 – Why his team is 90% Mac while he stays on PC and Android

  • 01:10 – Running a pure cloud and SaaS setup with no true desktop environment

  • 02:00 – Treating devices as “Uber” to the web and why local power matters less

  • 02:30 – Hardware choices: HP PC, massive Samsung monitors, and 60+ browser tabs as a to‑do list

  • 03:30 – Working across 12 entities and using tabs to monitor departments and initiatives

  • 04:00 – Living in Google Chrome and managing resource usage for heavy browser workflows

  • 04:40 – Chrome extensions Hamid relies on: Adobe, malware protection, McAfee, offline document tools

  • 05:20 – Why he uses Chrome’s built-in password manager

  • 05:40 – Android Samsung smartphone and keeping mobile simple

  • 06:00 – Question 1: top three ways to integrate AI into intake, case management, and document workflows

  • 06:20 – How legal is “stuck in the past” and why Hamid saw law firms as a scaling opportunity

  • 07:10 – From CRMs and workflows to KPIs: the pre‑AI foundation for scaling law firms

  • 07:40 – The “sky dropped” moment when AI hit the legal industry

  • 08:10 – Vendor noise, “Me Too AI,” and why vertical, single‑purpose AI tools overwhelm firms

  • 08:50 – Why multi-solution AI platforms (like LawPractice.ai) will ultimately win

  • 09:20 – Why firms must start using AI now instead of waiting for perfection

  • 09:50 – Where lawyers should start with AI: document collection as a low‑risk entry point

  • 10:30 – Using AI to automate document requests via SMS, email, and calls

  • 11:00 – AI document summary that checks whether a client sent the correct document

  • 11:40 – Why AI collection and summaries are “risk-free” compared to AI drafting

  • 12:10 – Using AI for document chronologies and conservative workloads

  • 12:40 – Explaining LegalSoft: global virtual staffing for law firms across eight countries

  • 13:30 – How virtual legal staff can cut overhead by up to 75% for firms

  • 14:20 – Why Hamid launched LawPractice.ai to AI‑enable both law firms and LegalSoft’s 4,000 professionals

  • 15:10 – Question 2: the top three challenges lawyers face when adopting AI

  • 15:30 – Challenge 1: finding the right AI tool in a crowded, noisy market

  • 16:00 – Challenge 2: underestimating implementation, training, and real‑world usage

  • 16:20 – Case example: an employment firm that changed its view of AI after proper training

  • 17:10 – Challenge 3: signing long-term AI contracts before proper testing

  • 17:30 – Why firms should insist on “try before you buy” pilot periods

  • 18:00 – Making AI usage mandatory to avoid adoption resistance inside the firm

  • 18:40 – Parallels with CRMs like Clio, Filevine, and CasePeer and partial user adoption

  • 19:20 – How poor CRM data entry disrupts the entire legal workflow

  • 20:00 – Question 3: “beyond AI” tech and why Hamid says it’s “AI, AI, AI” for now

  • 20:30 – The real three “emerging tech” priorities: selecting, implementing, and integrating AI

  • 21:00 – Why locking into long-term tech contracts is risky in a fast-moving AI landscape

  • 21:30 – The trap of attractive multi‑year discounts and what firms should watch for

  • 22:00 – Where listeners can find Hamid and book a one‑on‑one through LegalSoft

Resources

Mentioned in the episode

  • Hardware mentioned in the conversation

  • Software & Cloud Services mentioned in the conversation

You’re Invited: The Lawyer’s Guide to Podcasting Launch Party in Bethesda!

/ The Tech-Savvy Lawyer.Page/

Come join likeminded legal professionals who want to expand their reach, audience, and clientele through the art of podcasting!

On Wednesday, May 20, 2026, from 5:30–7:30 PM, we’re gathering at 4704 North Chelsea Lane, Bethesda, MD 20814 for an in‑person book launch party for The Lawyer’s Guide to Podcasting.

This guide has already helped lawyers, paralegals, and legal professionals find a clear, practical path into podcasting without needing to be “techy” to get it right. Now we’re bringing the conversation into the same room.

Expect a relaxed evening with DMV‑area lawyers, podcasters, and authors—plus drinks, snacks, and the chance to pick up The Lawyer’s Guide to Podcasting at $5 off (while supplies last) and have it signed.

The lawyers’ guide to podcasting will teach you practical ideas for show formats, the right gear for your show, and practical workflows while maintaining your ethics!

  • Who it’s for (lawyers, legal professionals, aspiring podcasters, legal tech community)

  • What you’ll walk away with (practical ideas for formats, gear, ethics, workflows).

Attendance is free, but space is limited. Please reserve your spot by midnight on May 18, 2026, so we can plan food and space.

👉 RSVP on Eventbrite: https://www.eventbrite.com/e/book-launch-party-the-lawyers-guide-to-podcasting-tickets-1988334439834

🎙️ TSL.P Ep. #135: Ethical AI, Paperless Practice, and Smart Hardware Choices with ABA LTRC Chair Alan Klevan ⚖️🤖

/ The Tech-Savvy Lawyer.Page/

My next guest is Alan Klevan, a veteran personal injury lawyer and Chair of the ABA Law Practice Division’s Legal Technology Resource Center (LTRC), known for running one of the first paperless practices in New England and for his clear-eyed approach to AI in law. In this live episode recorded at the ABA Spring Conference in San Diego, Alan and I dig into how solos and small firms can use AI, case management platforms, hardware, and workflows to practice more efficiently while honoring their ethical duties and protecting client confidentiality.

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

  • What are the top three ways Alan uses AI and other tech tools to control discovery and document management at scale, protect client confidentiality, and communicate complex case progress to clients who only care that it is accurate and on time?

  • As Chair of the ABA Law Practice Division’s Legal Technology Resource Center, what top three technology practices does Alan wish every small or solo lawyer would adopt in the next 12 months?

  • What were the three most important technology decisions Alan made early in his career around paperless workflows, practice management, automation, and AI‑powered research—and how can today’s practitioners follow that lead?

In our conversation, we covered the following:

  • [00:00:00] Live from the ABA Spring Conference in San Diego, introducing Alan Klevan and the setting of the conversation 🌴

  • [00:00:30] Alan’s mirrored bi‑state setup: two Lenovo i7 laptops in Massachusetts and Florida, dual 24" HP HD monitors, two ScanSnap iX1600 scanners, laser printers, and Microsoft OneDrive syncing between offices 💻📠

  • [00:01:10] Traveling with a third “road warrior” Lenovo laptop, iPhone as primary smart device, and using the reMarkable 2 tablet for handwritten notes that sync into client and ABA files ✍️

  • [00:01:45] Early impressions of the Plaud (AI wearable) device, background-noise muting, and why Alan limits it to non‑critical meetings due to privilege concerns 🎧

  • [00:02:20] Judicial skepticism about AI recording tools in court; motion practice, privilege issues, and a New York judge flatly banning AI recorders in the courtroom 🚫

  • [00:03:10] AI hallucinations in legal practice, roughly 1,300 known hallucination incidents, and why the real problem is lawyers not checking citations—highlighted by a recent Oregon sanctions case 💸

  • [00:04:00] The Oregon lawyer who tried to “fix” hallucinated citations with a motion to refile instead of candor to the court and opposing counsel, and how that became a fraud‑on‑the‑court issue under the Oregon Rules of Professional Responsibility

  • [00:04:45] Using Google Scholar as an AI‑prompting “hack” to verify every citation and case suggested by AI tools 🔍

  • [00:05:20] Question 1 restated: top three ways Alan uses AI and tech to (1) control discovery, (2) protect confidentiality and ethical duties, and (3) communicate complex case progress to clients

  • [00:05:45] Drafting AI and social media policies directly into contingency‑fee agreements so clients do not post about their case or use open‑source AI on case‑related issues 📜

  • [00:06:30] Hepner and Warner: open‑source vs enterprise AI, attorney–client privilege, work product concerns, and emerging discoverability questions for public‑facing AI platforms

  • [00:07:20] Trap for the unwary: why Alan insists clients notify him before using AI on their case and why he prefers enterprise versions of AI for better protection and governance 🧠

  • [00:08:10] The Nippon Life Insurance case: client uploads attorney communications into ChatGPT, asks if her lawyer is gaslighting her, then files 44 AI‑drafted motions—raising product liability and disclaimer questions for AI vendors 🏛️

  • [00:09:30] Court pushback on AI disclaimer language, defective product theories, and the infancy of AI‑related legal liability

  • [00:10:10] Alan’s big personal‑injury “Aaron Brockovich‑type” case with a deep‑pocket defendant and using AI to level the playing field on litigation management and motion practice ⚖️

  • [00:11:00] Feeding facts, parties, defense counsel names, and pleadings into a case management system with a built‑in, highly accurate legal AI component (VL) and generating 50‑state case research for negligent infliction of emotional distress claims 📂

  • [00:12:00] Running the same matter through two AI platforms (case management AI and Claude) to compare outputs, reduce hallucination risk, and mold responses to Alan’s writing style and Massachusetts practice

  • [00:13:00] Using Claude (enterprise tier) to draft an opposition to a motion to dismiss seven emotional‑distress claims, followed by manual review and cross‑checking in the case management AI—leading to the defendant’s motion being denied ✅

  • [00:14:15] Alan’s process for verifying AI outputs: second set of “AI eyes,” Google Scholar citation checks, and lawyer‑level review of every filing

  • [00:15:00] Advice for new attorneys: try AI platforms before buying, choose a tool that fits your workflow, avoid shiny‑object syndrome, and do not over‑commit to annual plans while the market is moving fast 🧩

  • [00:16:00] Michael’s caution about yearly plans, vendor lock‑in, and ensuring your data is nimble enough to move between AI platforms without costly migrations

  • [00:16:45] Alan’s rule: do not chase every AI; become a master of one platform, learn it deeply, and resist the temptation to constantly switch 🧠

  • [00:17:10] Both hosts stress “review, review, review”—AI as a law librarian or 3L intern, not as your practicing lawyer, and the concept that AI does not have a JD 🎓

  • [00:18:00] Anecdote from 1990: Alan is sent to court unprepared, gets sent out of the courtroom to learn his file, and how that story frames his modern view of AI oversight and responsibility

  • [00:19:10] Question 2: as LTRC Chair, Alan’s top three technology practices every small or solo lawyer should adopt in the next 12 months

  • [00:19:30] Tech Practice #1: invest in a fast machine (Windows or Mac) with as much RAM and storage as you can reasonably afford, and strip the “crapware” off box‑store Windows machines 🖥️

  • [00:20:10] Discussion of Apple vs Windows pricing, the need for more than 16 GB of RAM, multi‑core processors, and why Alan buys Lenovo laptops with 32 GB RAM and expects 3–4 year laptop lifespans 💾

  • [00:21:30] Backups and storage: redundant cloud backups, redundant hard drives, using external 5 TB drives from Staples, and keeping active machines “clean” for better AI performance

  • [00:22:30] Tech Practice #2: immerse yourself in what is happening with AI and law practice, become a master of one AI platform, and continuously read ethics and disciplinary decisions about AI use 📚

  • [00:23:15] Tech Practice #3: your head is your most important piece of technology—using judgment, stepping back to assess risks, and making sure anything submitted to court or client is accurate

  • [00:24:00] Economic access, hardware costs, and why Alan still believes lower‑resource attorneys can get workable hardware by being strategic about purchases, specs, and lifecycles

  • [00:25:10] Michael’s storage philosophy: lots of local SSD, multiple backups, and revisiting older briefs and arguments (e.g., mailbox‑rule analysis) to build new work more efficiently

  • [00:26:10] Disk space versus backup strategy, internal vs external drives, cloud vs local files, and disaster recovery considerations

  • [00:27:20] Question 3: top three early technology decisions Alan made around paperless practice, automation, and AI‑powered research

  • [00:27:40] Answer #1: going fully paperless in 2005—the first paperless practice in New England—and eliminating almost all postage costs by sending encrypted electronic communications and demand packages ✉️

  • [00:28:15] Answer #2: becoming a power‑user of Adobe Acrobat and PDF workflows so he can respond to massive production requests (e.g., 10,000 pages) in seconds instead of hours 📑

  • [00:29:00] Answer #3: adopting case management platforms with AI‑driven workflows that automatically assemble record requests, HIPAA authorizations, and certifications for medical providers

  • [00:29:45] Dusty hardware: why Alan’s printer and ScanSnap are seeing less use, yet scanners remain necessary for partners who still prefer paper and non‑electronic delivery 🖨️

  • [00:30:20] Michael’s own shrinking paper consumption, stamps.com, and transitioning to PDF‑based workflows with secure electronic delivery

  • [00:31:00] Adobe Acrobat as “gold standard” for lawyers, why every attorney must understand PDFs deeply, and Alan’s “learn it, love it, live it” mantra 📄

  • [00:31:40] Bonus segment: what the ABA Legal Technology Resource Center (LTRC) is, its role as a “delivery board,” and how it serves both the Law Practice Division and the broader ABA membership 🏛️

  • [00:32:20] LTRC’s four pillars of law practice management—marketing, technology, practice, and finance—and how it delivers content via Law Technology Today, webinars, podcasts, and roundtables

  • [00:33:10] 2024–25 LTRC theme: AI‑centric content from intake through trial, and why Alan believes LTRC may become the ABA’s most important board for practitioners navigating AI

  • [00:34:00] Using AI for law‑firm marketing, content creation, case‑law recaps, and SEO—along with warnings about legal advice, PII, and AI‑generated “SEO articles” that sound inauthentic

  • [00:35:00] Call to action: join the ABA Law Practice Division and LTRC, become one of roughly 30 tech‑focused thought leaders, and help shape AI guidance for the profession 🙌

  • [00:36:00] Where to find Alan: why he is minimizing social presence during a major move and high‑stakes case, and the best way to reach him on LinkedIn

Hardware mentioned in the conversation

Software & cloud services mentioned

TSL Labs 🧪 Bonus: Deep Dive on our April 27, 2026, Editorial, MTC: Smart Recording, Client Secrets, and HeyPocket: What Every Lawyer Needs to Know in 2026 📱⚖️

/ The Tech-Savvy Lawyer.Page/

📌 To Busy to Read This Week’s Editorial?

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we unpack how AI note takers and “always-listening” devices can quietly route client secrets to third-party vendors, why that matters under the ABA Model Rules, and how a 2026 federal decision out of the Southern District of New York turned one defendant’s AI chats into discoverable evidence. Whether you are a solo practitioner, in-house counsel, or a tech-curious professional in another field, this conversation will help you balance convenience with confidentiality and avoid turning your favorite AI assistant into your biggest evidentiary risk.

👉 Before your next client meeting, listen to this episode, check out our editorial, and run your current AI tools through the checklist we outline—then subscribe and share with a colleague who is still “just trusting the app.” 🎧

In our conversation, we cover the following:

  • 00:00 – The “ambient microphone” problem: phones, smart speakers, wearables, and connected cars as a continuous surveillance layer around client conversations.

  • 01:00 – How technology competence has shifted from locking file cabinets to understanding data custody, cloud routing, and API-driven services.

  • 02:30 – What makes AI note takers like HeyPocket different from passive telemetry and why capturing the spoken “payload” changes the threat model.

  • 04:00 – The invisible “third party in the room”: routing privileged audio through external AI models and the malpractice risk of default “Allow” clicks.

  • 05:30 – Applying ABA Model Rules 1.1 and 1.6 to AI workflows: competence, confidentiality, and “reasonable efforts” in a world of automated transcription.

  • 07:00 – Risk-based analysis from ABA Formal Opinions 477R and 498: weighing sensitivity, likelihood of disclosure, and available safeguards before using AI.

  • 08:30 – Why secretly recording clients or opponents with AI tools can implicate Rule 8.4(c), even in one‑party consent jurisdictions.

  • 10:00 – Inside United States v. Heppner (SDNY 2026): how public generative AI platforms destroyed privilege and work-product protections for a criminal defendant.

  • 12:00 – How AI training and tokenization work, why “military‑grade encryption” does not save privilege if terms of service allow internal data use.

  • 14:00 – Treating every AI note taker like an outsourced e‑discovery vendor: NDAs, retention policies, security audits, and data destruction timelines.

  • 16:00 – Practical minimization strategies: defaulting to no recording, segmenting AI-generated content by matter, and restricting access via role‑based controls.

  • 17:30 – Establishing bright-line “no‑AI” categories (criminal defense, internal investigations, sensitive family/immigration, high‑value trade secrets).

  • 18:30 – Counseling clients not to “prep their case” with public chatbots after Heppner and why this is now part of competent representation.

  • 19:30 – Building a simple vendor-vetting checklist for law firms and professional practices adopting AI note takers.

  • 20:00 – Looking ahead: when failure to use secure, vetted AI may itself become a competence issue due to inefficiency and overbilling.

  • 21:00 – Rethinking privilege in a world where an algorithmic “third party” is always in the room and devices are never truly off

RESOURCES

Mentioned in the episode

TSL LABS BONUS: Dynamic Random-Access Memory (DRAM): Why It Matters for Law Firm Performance and Data Security ⚖️💻

/ The Tech-Savvy Lawyer.Page/

Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 In this episode, we break down our April 20, 2026, Tech‑Savvy Lawyer editorial on how a global DRAM shortage and AI data center demand are driving up PC prices, pushing many legal professionals toward Apple hardware, and redefining what technological competence really means. We explore how unified memory, on‑device AI, and long‑term support lifecycles are changing the Mac vs. Windows calculus, and why “cheap but weak” laptops may now create serious competence and confidentiality risks for your clients.

In our conversation, we cover the following:

  • 00:00 – Why upgrading your work laptop in 2026 feels like buying a luxury vehicle, not a routine office expense.

  • 00:45 – Setting the stage: a “seismic shift” in hardware pricing hitting professional industries, with a focus on the legal field.01:30 – Introducing Michael D.J. Eisenberg’s Tech‑Savvy Lawyer editorial and its core thesis about a tech hardware crisis.

  • 02:15 – The global DRAM crunch: how AI data centers are buying up memory like airlines hoard jet fuel, and why PC OEMs are getting squeezed.

  • 03:30 – Microsoft’s April 2026 Surface price hikes and the end of the “Windows is cheaper” assumption for law firms.

  • 05:15 – The “value inversion”: when high‑end Windows laptops now cost more than roughly comparable MacBooks.

  • 06:30 – Why this isn’t a normal tech price cycle and how it breaks 20 years of corporate IT purchasing assumptions.

  • 07:15 – Apple’s structural advantage: vertical integration, unified memory, and shielding itself from spot‑market DRAM volatility.

  • 08:30 – The M‑series (M5) advantage: performance per watt, thermal behavior, battery life, and running local AI plus heavy legal workloads.

  • 09:45 – Yes, Apple prices are rising too—why the relative “security‑to‑cost” and performance story still favors Macs for many professionals.

  • 10:45 – When “cheap but weak” hardware crosses the line: connecting underpowered laptops to ABA Model Rule 1.1 (competence) and Comment 8 on tech competence.

  • 12:00 – From annoyance to ethical exposure: how sluggish systems cripple eDiscovery, AI‑driven research, and document automation.

  • 13:00 – Why laptop purchasing is now core client‑service strategy, not just a back‑office procurement task.

  • 13:45 – On‑device vs. cloud AI: where computation happens, why that matters, and how it ties into ABA Model Rule 1.6 (confidentiality).

  • 14:30 – The role of Apple’s Neural Engine and local processing in reducing reliance on external AI APIs and third‑party servers.

  • 15:30 – Clarifying the security nuance: Windows is not inherently less secure, but comparable on‑device AI capability often costs more.

  • 16:30 – Redefining security in 2026: it’s not just antivirus and passwords; it’s where the AI thinking physically happens.

  • 17:15 – Building a documented purchase matrix: price, performance, storage, memory, security, lifecycle, and critical software compatibility.

  • 18:15 – When you can’t leave Windows: legacy legal software, state e‑filing systems, and the hidden costs of moving to macOS.

  • 19:00 – Survival strategies for Windows‑locked practices: non‑Surface OEMs, staggered refresh cycles, and buying fewer but higher‑quality machines.

  • 19:45 – Treating laptops as long‑term infrastructure instead of disposable commodities.

  • 20:15 – Big‑picture recap: DRAM shortages, unified memory, ethical duties, and shifting hardware norms in law practice.

  • 20:45 – The closing question: will AI‑driven hardware requirements quietly raise the price of access to justice?

RESOURCES

Mentioned in the episode

Hardware mentioned in the conversation

Software & Cloud Services mentioned in the conversation

If you want your next laptop purchase to strengthen—not weaken—your ethical obligations, client security, and AI‑powered workflows, hit play now and learn how to build a smarter, future‑proof hardware strategy. 🎧💡

TSL.P Podcast Special! Podcasting for Lawyers: The Truth Behind the Mic – ABA TECHSHOW 2026 (Special Audio‑Only Episode) 🎙️⚖️

/ The Tech-Savvy Lawyer.Page/

This special episode features the audio‑only release of an ABA TECHSHOW 2026 panel I was excited to be part of: “Podcasting for Lawyers: The Truth Behind the Mic,” with moderator Ruby Powers and fellow panelists Gyi Tsakalakis and Stephanie Everett. 🎧 Instead of our usual one‑on‑one format, you will hear a live, conference‑style conversation about how lawyers can use podcasting, video, and modern legal technology to build authority, strengthen client and referral relationships, and stay aligned with legal‑ethics and professionalism rules.

Join Ruby, Gyi, Stephanie, and me as we discuss the following three questions and more!

  1. How can lawyers design and sustain a podcast that supports their practice goals and speaks to a clearly defined audience?

  2. What practical tech stacks—microphones, recording platforms, hosting services, and workflow tools—are realistic for busy attorneys and legal professionals?

  3. How do podcasting, video, and short‑form content contribute to SEO, GEO, and long‑term business development for law firms?

In our conversation, we cover the following

  • 00:00 – Welcome to ABA TECHSHOW 2026 and introduction of the panel: Ruby Powers (moderator), Gyi Tsakalakis, Stephanie Everett, and Michael D.J. Eisenberg. 🎙️

  • 02:00 – Each panelist explains their podcast, ideal listener, and why they chose podcasting as a medium.

  • 06:00 – Publishing cadence: weekly, bi‑weekly, and how consistency drives listener trust and download growth.

  • 10:00 – Adding video and YouTube to audio‑only shows and how video clips improve discovery on social media.

  • 14:00 – DIY production vs. using producers, internal teams, or podcast networks, including time and cost trade‑offs.

  • 18:00 – Core tech stacks in practice: microphones, Zoom, Riverside, StreamYard, Descript, Libsyn, Calendly, Buffer, and other essentials. 💻

  • 24:00 – Guest selection, outreach, and sound checks; when to decline an appearance or reschedule due to poor audio or bad fit.

  • 30:00 – Using podcast hosting analytics and social‑platform insights to understand who is listening and what resonates.

  • 35:00 – Podcasting as networking and “virtual coffee”: building relationships with lawyers, experts, and vendors. ☕

  • 40:00 – SEO and GEO benefits: how episodes create long‑tail visibility in search, and why attribution still matters.

  • 45:00 – Ethics and professionalism: confidentiality, bar‑advertising rules, disclaimers, and avoiding client‑identifying facts. ⚖️

  • 52:00 – Final advice for lawyers on the fence about starting a podcast and how to improve with each episode instead of waiting for perfection.

RESOURCES

Connect with the panel

Mentioned in the episode (non‑hardware / non‑software)

Hardware mentioned in the conversation

Software & Cloud Services mentioned in the conversation