🎙️ 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

🎙️ Ep. #134 — AI-Powered Legal Writing: How BriefCatch Helps Lawyers Write Smarter, Not Harder with Ross Guberman.

/ The Tech-Savvy Lawyer.Page/

My next guest is Ross Guberman — founder of BriefCatch, nationally recognized legal writing trainer, and author of several acclaimed books on persuasive legal writing. Ross has trained thousands of lawyers and judges across the country. After years of teaching the craft of legal writing, he channeled that expertise into building BriefCatch — a purpose-built AI writing tool that lives right inside Microsoft Word and Outlook, scanning your legal documents using roughly 17,000 rules to help you write cleaner, sharper, and more persuasive work product. Whether you're a solo practitioner or part of a large firm, Ross brings insights that are immediately practical — no matter your tech comfort level. 🚀

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

  1. 🏆 From your vantage point — having trained thousands of lawyers and judges and now running BriefCatch — what are the top three ways lawyers can leverage AI-driven writing tools like BriefCatch inside Word and Outlook to measurably improve the quality and persuasiveness of their briefs without sacrificing their own voice or judgment?

  2. ⚖️ For a tech-curious but time-strapped practitioner, what are the top three everyday workflows beyond traditional brief writing where lawyers are leaving the most value on the table by not using tools like BriefCatch and other legal tech?

  3. 🔮 Looking ahead five years, what are the top three technology competencies every lawyer must develop — not just "nice to have" skills — to collaborate effectively with AI, stay ethically compliant, and turn technology into a genuine competitive advantage rather than a source of risk?

In our conversation, we cover the following:

  • [00:30] 💻 Ross's current tech setup — MacBook Pro M4 Max, macOS, and iPhone 16

  • [01:30] 🔄 Why keeping your OS updated matters — security and performance

  • [03:00] 🖥️ External monitors, portable screens, and traveling with tech

  • [07:00] 📱 Using your iPad as an external monitor via Apple Sidecar

  • [08:30] 🎪 Bonus Question #1 - Ross’s experience in the ABA TECHSHOW Startup Alley

  • [11:00] ✍️ Question #1 — Top 3 ways to use AI writing tools to improve briefs without losing your voice

  • [12:00] 🧑‍⚖️ Using AI to role-play as a skeptical judge or opposing counsel to pressure-test your brief

  • [13:00] 📊 Transforming fact sections into timelines and case law into comparison charts

  • [14:00] 📝 Using AI as a self-check for hyperbole, redundancy, and tone

  • [15:30] 📲 How judges now read briefs on iPads — and what that means for your writing style

  • [17:00] 📂 Using Text Expander to store and deploy your best prompts

  • [18:30] 🎙️ Google Notebook LLM as a learning and podcast creation tool

  • [20:00] 🧩 Bonus Question #2 — What is BriefCatch and why use purpose-built legal AI over general tools?

  • [21:00] 🚀 The origin story of BriefCatch — from side hustle in 2018 to funded legal tech startup

  • [22:30] ⚙️ Workflow, ethics rules, and attorney-specific conventions — why legal-specific AI wins

  • [24:30] 📋 Question #2 — Top 3 underused everyday workflows for lawyers using AI

  • [25:00] 📧 Using AI with your email to surface unanswered messages and unresolved threads

  • [25:45] 📁 Mining your past work product for patterns, style, and reusable language

  • [26:30] 📅 Having AI review your calendar and correspondence for efficiency insights

  • [27:00] 🔒 Data privacy, security settings, and the risks of default AI configurations

  • [28:30] 🏛️ New York State's data protection approach and what more states should do

  • [29:30] 🤖 Question #3 — Top 3 technology competencies every lawyer must master in the next five years

  • [30:00] 🧠 Understanding how LLMs actually "think" — reading the AI's reasoning chain

  • [30:45] 🖊️ Making AI output sound like you — the human voice in an AI-generated world

  • [31:30] 🔧 Integrating AI into your daily workflow while preserving human judgment

  • [32:00] 👏 Closing thoughts and where to find Ross and BriefCatch

RESOURCES

🔗 Connect with Ross Guberman

  • 📧 Email: ross@briefcatch.com

  • 🌐 Website: https://www.briefcatch.com

  • 💼 LinkedIn: Search "Ross Guberman" on LinkedIn at https://www.linkedin.com

📌 Mentioned in the Episode

🖥️ Hardware Mentioned in the Conversation

☁️ Software & Cloud Services Mentioned in the Conversation

MTC: AI may not be your co‑counsel—and a recent SDNY decision just made that painfully clear. ⚖️🤖

/ The Tech-Savvy Lawyer.Page/

SDNY Heppner Ruling: Public AI Use Breaks Attorney-Client PrivilegE!

In United States v. Heppner, Judge Jed Rakoff of the Southern District of New York ruled that documents a criminal defendant generated with a publicly accessible AI tool and later sent to his lawyers were not protected by either attorney‑client privilege or the work‑product doctrine. That decision should be a wake‑up call for every lawyer who has ever dropped client facts into a public chatbot.

The court’s analysis followed traditional privilege principles rather than futuristic AI theory. Privilege requires confidential communication between a client and a lawyer made for the purpose of obtaining legal advice. In Heppner, the AI tool was “obviously not an attorney,” and there was no “trusting human relationship” with a licensed professional who owed duties of loyalty and confidentiality. Moreover, the platform’s privacy policy disclosed that user inputs and outputs could be collected and shared with third parties, undermining any reasonable expectation of confidentiality. In short, the defendant’s AI‑generated drafts looked less like protected client notes and more like research entrusted to a third‑party service.

For sometime now, I’ve warned on The Tech‑Savvy Lawyer.Page has warned practitioners not to paste client PII or case‑specific facts into generative AI tools, particularly public models whose terms of use and training practices erode confidentiality. We have consistently framed AI as an extension of a lawyer’s existing ethical duties, not a shortcut around them. I have encouraged readers to treat these systems like any other non‑lawyer vendor that must be vetted, contractually constrained, and configured before use. That perspective aligns squarely with Heppner’s outcome: once you treat a public AI as a casual brainstorming partner, you risk treating your client’s confidences as discoverable data.

A Tech-Savvy Lawyer Avoids AI Privilege Waiver With Confidentiality Safeguards!

For lawyers, this has immediate implications under the ABA Model Rules. Model Rule 1.1 on competence now explicitly includes understanding the “benefits and risks associated” with relevant technology, and recent ABA guidance on generative AI emphasizes that uncritical reliance on these tools can breach the duty of competence. A lawyer who casually uses public AI tools with client facts—without reading the terms of use, configuring privacy, or warning the client—may fail the competence test in both technology and privilege preservation. The Tech‑Savvy Lawyer.Page repeatedly underscores this point, translating dense ethics opinions into practical checklists and workflows so that even lawyers with only moderate tech literacy can implement safer practices.

Model Rule 1.6 on confidentiality is equally implicated. If a lawyer discloses client confidential information to a public AI platform that uses data for training or reserves broad rights to disclose to third parties, that disclosure can be treated like sharing with any non‑necessary third party, risking waiver of privilege. Ethical guidance stresses that lawyers must understand whether an AI provider logs, trains on, or shares client data and must adopt reasonable safeguards before using such tools. That means reading privacy policies, toggling enterprise settings, and, in many cases, avoiding consumer tools altogether for client‑specific prompts.

Does a private, paid AI make a difference? Possibly, but only if it is structured like other trusted legal technology. Enterprise or legal‑industry tools that contractually commit not to train on user data and to maintain strict confidentiality can better support privilege claims, because confidentiality and reasonable expectations are preserved. Tools like Lexis‑style or Westlaw‑style AI offerings, deployed under robust business associate and security agreements, look more like traditional research platforms or litigation support vendors within Model Rules 5.1 and 5.3, which govern supervisory duties over non‑lawyer assistants. The Tech‑Savvy Lawyer.Page has emphasized this distinction, encouraging lawyers to favor vetted, enterprise‑grade solutions over consumer chatbots when client information is involved.

Enterprise AI Vetting Checklist for Lawyers: Contracts, NDA, No Training

The tech‑savvy lawyer in 2026 is not the one who uses the most AI; it is the one who knows when not to use it. Before entering client facts into any generative AI, lawyers should ask: Is this tool configured to protect client confidentiality? Have I satisfied my duties of competence and communication by explaining the risks to my client (Model Rules 1.1 and 1.4)? And if a court reads this platform’s privacy policy the way Judge Rakoff did, will I be able to defend my privilege claims with a straight face to a court or to a disciplinary bar?

AI may be a powerful drafting partner, but it is not your co‑counsel and not your client’s confidant. The tech‑savvy lawyer—of the sort championed by The Tech‑Savvy Lawyer.Page—treats it as a tool: carefully vetted, contractually constrained, and ethically supervised, or not used at all. 🔒🤖

🎙️ Ep. #131, Supercharging Litigation With AI: How StrongSuit Helps Lawyers Transform Research, Doc Review, and Drafting 💼⚖️

/ The Tech-Savvy Lawyer.Page/

My next guest is Justin McCallan, founder of StrongSuit, an AI-powered litigation platform built to transform how litigators handle legal research, document review, and drafting while keeping lawyers firmly in control. In this episode, Justin and I dig into practical, real-world workflows that solos, small firms, and big-firm litigators can use today and over the next few years to change the economics, pace, and strategy of litigation—without sacrificing accuracy, ethics, or the quality of advocacy.

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

  1. What are the top three ways litigators should be using AI tools like StrongSuit right now to change the economics and pace of litigation without sacrificing accuracy, ethics, or quality of advocacy?

  2. What are the top three mistakes lawyers make when adopting AI for litigation, and what practical workflows help lawyers stay in the loop and use AI as a force multiplier instead of a risk? 

  3. Looking ahead to 2026 and beyond, what are the top three AI-driven workflows every litigator should master to stay competitive, and how can platforms like StrongSuit help build those capabilities into day-to-day practice? 

In our conversation, we cover the following

  • 00:00 – Welcome and guest introduction

    • Justin joins the show and shares his current tech setup at his desk. 

  • 00:00–01:00 – Justin’s current tech stack

    • Lenovo laptop, ultra-wide monitor, and regular use of StrongSuit, ChatGPT, and Gemini for different AI tasks.

    • Everyday tools: Microsoft Word and Power BI for analytics and fast decision-making.

  • 01:00–02:00 – Android vs. iPhone for AI use

    • Why Justin has been on Android for 17 years and how UI/UX familiarity often drives device choice more than AI capability.

  • 02:00–05:30 – Q1: Top three ways litigators should be using AI right now

    • Using AI for end-to-end legal research across 11 million precedential U.S. cases to build litigation outlines and identify key authorities.

    • Scaling document review so AI surfaces relevant documents and synthesizes insights while lawyers focus on strategy and judgment.

    • Leveraging AI for drafting and editing—improving style, clarity, and consistency beyond traditional spelling and grammar checks.

  • 05:30–07:30 – StrongSuit vs. basic tools like Word grammar check

    • How StrongSuit aims to “up-level” a lawyer’s writing, not just catch typos.

    • Stylistic improvements, clarity enhancements, and catching subtle inconsistencies in legal documents.

  • 06:00–08:00 – AI context limits and scaling doc review

    • Constraints of large models’ context windows (around ~1M tokens ≈ ~750 pages).

    • How StrongSuit runs multiple AI agents in parallel, each handling small page sets with heuristics to maintain cohesion and share insights.

  • 08:00–09:00 – Handling tens of thousands of documents

    • How StrongSuit can handle between roughly 10,000–50,000 pages at a time, with the ability to scale further for enterprise matters.

  • 09:00–11:30 – Origin story of StrongSuit

    • Why Justin saw a once-in-a-generation opportunity when large language models emerged and how law, with its precedent and text-heavy nature, is especially suited to AI.

    • StrongSuit’s focus on litigators: supporting lawyers from intake through trial while keeping them in the loop at every step.

  • 11:30–13:30 – From intake to brief drafting in minutes

    • Generating full litigation outlines, research, and analysis in about ten minutes, then moving directly into drafting memos, briefs, complaints, and motions.

    • StrongSuit’s long-term goal: automating 50–99% of major litigation workflows by the end of 2026 while preserving lawyer control and judgment.

  • 12:00–14:30 – How StrongSuit tackles hallucinations

    • Building a full database of all precedential U.S. cases enriched with metadata: parties, summaries, holdings, and more.

    • Validating citations by checking whether the Bluebook citation actually exists in StrongSuit’s case database before surfacing it to the user.

    • Why lawyers should still review cases on-platform before filing, even when AI has filtered out hallucinations.

  • 14:30–16:30 – Coverage and jurisdictions

    • Coverage of all U.S. jurisdictions, federal and state, focused on precedential cases.

    • Handling most regulations from administrative agencies, and limits around local ordinances.

    • Uploading your own case files and using complaints and prior research as inputs into StrongSuit workflows.

  • 15:00–17:00 – Security and confidentiality for litigators

    • SOC 2 compliance and industry-standard encryption at rest and in transit.

    • No model training on user data.

    • Optional end-to-end encryption that can even prevent developers from accessing case content, using local encryption keys.

  • 16:30–20:30 – Q2: Top mistakes lawyers make when adopting AI for litigation

    • Mistake #1: Talking about AI instead of diving in with structured experiments and sanitized documents.

    • Using a framework to identify high-impact tasks: high volume, repetitive work, and heavy data/analysis (e.g., doc review, research, contract drafting).

    • How to shortlist tools: look for SOC 2, real product depth, awards, and a focus on your specific workflows.

    • Mistake #2: Expecting immediate mastery instead of moving through predictable adoption stages—from learning the tool, to daily use, to stringing workflows together.

  • 20:30–22:30 – Building firm-wide AI workflows over time

    • Moving from isolated experiments to integrated, low-friction workflows, such as automatic intake-to-research pipelines.

    • Using client intake audio or transcripts to automatically extract facts, issues, and research paths.

  • 22:30–24:30 – Time constraints and “no-time” lawyers

    • Why lawyers don’t need to be “technical” to use StrongSuit.

    • Reframing AI as text-based tools where lawyers’ writing skills and analytical thinking are assets, not obstacles. 

  • 24:00–26:00 – Practical workflows beyond intake

    • Using AI to prepare for expert depositions, including reviewing valuation analyses, flagging departures from market consensus, and generating targeted questions.

    • Reinforcing the value of AI-enhanced legal research and drafting as core litigation workflows.

  • 26:00–29:30 – Q3: 2026 and beyond – AI-driven workflows every litigator should master

    • Rapid improvement of baseline models (e.g., jumping from single-digit to high double-digit performance on difficult benchmarks year over year). 

    • The idea of “tipping points,” where small performance gains turn AI from marginally useful to essential in specific tasks.

    • Why legal research is a great training ground for understanding where AI excels, where it falls short, and how to divide labor between human and machine.

    • The value of learning basic prompting skills to get more from AI systems, even when platforms offer visual workflows.

  • 29:30–32:30 – Will workflows actually change—or just get better?

    • Why Justin expects familiar litigation workflows (doc review, research, drafting) to remain structurally similar, but become far faster and more sophisticated.

    • AI agents handling the grind work while lawyers focus on synthesis, judgment, and strategy.

    • A future where “AI + lawyer vs. AI + lawyer” resembles high-level chess: same rules, but much deeper thinking on both sides.

  • 32:30–End – Where to find Justin and StrongSuit

    • How to connect with Justin and learn more about StrongSuit’s litigation tools.

Resources

Connect with Justin

Hardware mentioned in the conversation

Software & Cloud Services mentioned in the conversation

ANNOUNCEMENT: The Lawyer’s Guide to Podcasting Is Here: A Practical, Ethical Launch Plan for Busy Lawyers 🎙️⚖️

/ The Tech-Savvy Lawyer.Page/

I’m excited to share! The wait is over! The Lawyer’s Guide to Podcasting is officially released. 🎉🎙️ This book is built for lawyers, paralegals, and legal professionals who want a clear, practical path to launching a podcast—without needing to be “techy” to get it right.

Podcasting has become one of the most effective ways to build trust at scale. People want more than ads. They want a real voice. They want context. They want clarity. A podcast lets you educate, connect, and show your professional judgment in a way a website cannot. It also gives prospective clients a low-pressure way to get to know you before they ever call. 📈🤝

This guide covers the full podcast lifecycle in plain language. You will learn how to pick a topic that fits your goals and schedule. You will learn the most useful show formats for legal audiences, including solo episodes, interviews, storytelling, and educational series. You will also learn what to buy (and what to skip) when building your gear setup. That includes microphones, headphones, webcams, lighting, and basic acoustic improvements that matter in real offices. 🎧🎥💡

QR Code for 📚 purchase on amazon

Software matters too. In this book, I explain beginner and pro options for recording and editing. It also covers remote recording tools and simple video workflows for YouTube and modern platforms. You will get a clear explanation of podcast hosting and distribution, including how RSS feeds deliver your episodes to directories like Apple Podcasts and Spotify. 📲🌍

A major focus of this book is professional responsibility. Lawyers must avoid accidental legal advice. Lawyers must avoid creating unintended attorney-client relationships. Lawyers must also watch multi-jurisdictional issues and advertising rules. This guide addresses those risks directly and gives practical guardrails you can use in real episodes. 🛡️📜

You will also learn how to use AI efficiently and ethically. AI can save time on transcripts, show notes, clips, and repurposed content. It can also create risk if you feed it sensitive data or publish unverified output. The book offers a workflow-first approach that protects confidentiality and supports accuracy. ✅🤖

The Lawyer’s Guide to Podcasting is part of the Lawyers Tech Guide (LTG) series from Michael D.J. Eisenberg, creator of The Tech-Savvy Lawyer.Page. The mission is simple: use technology to communicate clearly, serve people better, and reclaim time. ⏳✨

Ready to launch?
You are just one click away!

🔗 Purchase here on Amazon 🔗

Word of the Week: "Constitutional AI" for Lawyers - What It Is, Why It Matters for ABA Rules, and How Solo & Small Firms Should Use It!

/ The Tech-Savvy Lawyer.Page/

Constitutional AI’s ‘helpful, harmless, honest’ standard is a solid starting point for lawyers evaluating AI platforms.

The term “Constitutional AI” appeared this week in a Tech Savvy Lawyer post about the MTC/PornHub breach as a cybersecurity wake‑up call for lawyers 🚨. That article used it to highlight how AI systems (like those law firms now rely on) must be built and governed by clear, ethical rules — much like a constitution — to protect client data and uphold professional duties. This week’s Word of the Week unpacks what Constitutional AI really means and explains why it matters deeply for solo, small, and mid‑size law firms.

🔍 What is Constitutional AI?

Constitutional AI is a method for training large language models so they follow a written set of high‑level principles, called a “constitution” 📜. Those principles are designed to make the AI helpful, honest, and harmless in its responses.

As Claude AI from Anthropic explains:
“Constitutional AI refers to a set of techniques developed by researchers at Anthropic to align AI systems like myself with human values and make us helpful, harmless, and honest. The key ideas behind Constitutional AI are aligning an AI’s behavior with a ‘constitution’ defined by human principles, using techniques like self‑supervision and adversarial training, developing constrained optimization techniques, and designing training data and model architecture to encode beneficial behaviors.” — Claude AI, Anthropic (July 7th, 2023).

In practice, Constitutional AI uses the model itself to critique and revise its own outputs against that constitution. For example, the model might be told: “Do not generate illegal, dangerous, or unethical content,” “Be honest about what you don’t know,” and “Protect user privacy.” It then evaluates its own answers against those rules before giving a final response.

Think of it like a junior associate who’s been given a firm’s internal ethics manual and told: “Before you send that memo, check it against these rules.” Constitutional AI does that same kind of self‑checking, but at machine speed.

🤝 How Constitutional AI Relates to Lawyers

For lawyers, Constitutional AI is important because it directly shapes how AI tools behave when handling legal work 📚. Many legal AI tools are built on models that use Constitutional AI techniques, so understanding this concept helps lawyers:

  • Judge whether an AI assistant is likely to hallucinate, leak sensitive info, or give ethically problematic advice.

  • Choose tools whose underlying AI is designed to be more transparent, less biased, and more aligned with professional norms.

  • Better supervise AI use in the firm, which is a core ethical duty under the ABA Model Rules.

Solo and small firms, in particular, often rely on off‑the‑shelf AI tools (like chatbots or document assistants). Knowing that a tool is built on Constitutional AI principles can give more confidence that it’s designed to avoid harmful outputs and respect confidentiality.

⚖️ Why It Matters for ABA Model Rules

For solo and small firms, asking whether an AI platform aligns with Constitutional AI’s standards is a practical first step in choosing a trustworthy tool.

The ABA’s Formal Opinion 512 on generative AI makes clear that lawyers remain responsible for all work done with AI, even if an AI tool helped draft it 📝. Constitutional AI is relevant here because it’s one way that AI developers try to build in ethical guardrails that align with lawyers' obligations.

Key connections to the Model Rules:

  • Rule 1.1 (Competence): Lawyers must understand the benefits and risks of the technology they use. Knowing that a tool uses Constitutional AI helps assess whether it’s reasonably reliable for tasks like research, drafting, or summarizing.

  • Rule 1.6 (Confidentiality): Constitutional AI models are designed to refuse to disclose sensitive information and to avoid memorizing or leaking private data. This supports the lawyer’s duty to make “reasonable efforts” to protect client confidences.

  • Rule 5.1 / 5.3 (Supervision): Managing partners and supervising attorneys must ensure that AI tools used by staff are consistent with ethical rules. A tool built on Constitutional AI principles is more likely to support, rather than undermine, those supervisory duties.

  • Rule 3.3 (Candor to the Tribunal): Constitutional AI models are trained to admit uncertainty and avoid fabricating facts or cases, which helps reduce the risk of submitting false or misleading information to a court.

In short, Constitutional AI doesn’t relieve lawyers of their ethical duties, but it can make AI tools safer and more trustworthy when used under proper supervision.

🛡️ The “Helpful, Harmless, and Honest” Principle

The three pillars of Constitutional AI — helpful, harmless, and honest — are especially relevant for lawyers:

  • Helpful: The AI should provide useful, relevant information that advances the client’s matter, without unnecessary or irrelevant content.

  • Harmless: The AI should avoid generating illegal, dangerous, or unethical content, and should respect privacy and confidentiality.

  • Honest: The AI should admit when it doesn’t know something, avoid fabricating facts or cases, and not misrepresent its capabilities.

For law firms, this “helpful, harmless, and honest” standard is a useful mental checklist when using AI:

  • Is this AI output actually helpful to the client’s case?

  • Could this output harm the client (e.g., by leaking confidential info or suggesting an unethical strategy)?

  • Is the AI being honest (e.g., not hallucinating case law or pretending to know facts it can’t know)?

If the answer to any of those questions is “no,” the AI output should not be used without significant human review and correction.

🛠️ Practical Takeaways for Law Firms

For solo, small, and mid‑size firms, here’s how to put this into practice:

Lawyers need to screen AI tools and ensure they are aligned with ABA Model Rules.

  1. Know your tools. When evaluating a legal AI product, ask whether it’s built on a Constitutional AI–style model (e.g., Claude). That tells you it’s designed with explicit ethical constraints.

  2. Treat AI as a supervised assistant. Never let AI make final decisions or file work without a lawyer’s review. Constitutional AI reduces risk, but it doesn’t eliminate the need for human judgment.

  3. Train your team. Make sure everyone in the firm understands that AI outputs must be checked for accuracy, confidentiality, and ethical compliance — especially when using third‑party tools.

  4. Update your engagement letters and policies. Disclose to clients when AI is used in their matters, and explain how the firm supervises it. This supports transparency under Rule 1.4 and Rule 1.6.

  5. Focus on “helpful, honest, harmless.” Use Constitutional AI as a mental checklist: Is this AI being helpful to the client? Is it honest about its limits? Is it harmless (no bias, no privacy leaks)? If not, don’t rely on it.

Words of the Week: “ANTHROPIC” VS. “AGENTIC”: UNDERSTANDING THE DISTINCTION IN LEGAL TECHNOLOGY 🔍

/ The Tech-Savvy Lawyer.Page/

lawyers need to know the difference anthropic v. agentic

The terms "Anthropic" and "agentic" circulate frequently in legal technology discussions. They sound similar. They appear in the same articles. Yet they represent fundamentally different concepts. Understanding the distinction matters deeply for legal practitioners seeking to leverage artificial intelligence effectively.

Anthropic is a company—specifically, an AI safety-focused organization that develops large language models, most notably Claude. Think of Anthropic as a technology provider. The company pioneered "Constitutional AI," a training methodology that embeds explicit principles into AI systems to guide their behavior toward helpfulness, harmlessness, and honesty. When you use Claude for legal research or document drafting, you are using a product built by Anthropic.

Agentic describes a category of AI system architecture and capability—not a company or product. Agentic systems operate autonomously, plan multi-step tasks, make decisions dynamically, and execute workflows with minimal human intervention. An agentic system can break down complex assignments, gather information, refine outputs, and adjust its approach based on changing circumstances. It exercises judgment about which tools to deploy and when to escalate matters to human oversight.

"Constitutional AI" is an ai training methodology promoting helpfulness, harmlessness, and honesty in ai programing

The relationship between these concepts becomes clearer through a practical scenario. Imagine you task an AI system with analyzing merger agreements from a target company. A non-agentic approach requires you to provide explicit instructions for each step: search the database, extract key clauses, compare terms against templates, and prepare a summary. You guide the process throughout. An agentic approach allows you to assign a goal—Review these contracts, flag risks, and prepare a risk summary—and the AI system formulates its own research plan, prioritizes which documents to examine first, identifies gaps requiring additional information, and works through the analysis independently, pausing only when human judgment becomes necessary.

Anthropic builds AI models capable of agentic behavior. Claude, Anthropic's flagship model, can function as an agentic system when configured appropriately. However, Anthropic's models can also operate in simpler, non-agentic modes. You might use Claude to answer a direct question or draft a memo without any agentic capability coming into play. The capability exists within Anthropic's models, but agentic functionality remains optional depending on your implementation.

They work together as follows: Anthropic provides the underlying AI model and the training methodology emphasizing constitutional principles. That foundation becomes the engine powering agentic systems. The Constitutional AI approach matters specifically for agentic applications because autonomous systems require robust safeguards. As AI systems operate more independently, explicit principles embedded during training help ensure they remain aligned with human values and institutional requirements. Legal professionals cannot simply deploy an autonomous AI agent without trust in its underlying decision-making framework.

Agentic vs. Anthropic: Know the Difference. Shape the Future of Law!

For legal practitioners, the distinction carries practical implications. You evaluate Anthropic as a vendor when selecting which AI provider's tools to adopt. You evaluate agentic architecture when deciding whether your specific use case requires autonomous task execution or whether simpler, more directed AI assistance suffices. Many legal workflows benefit from direct AI support without requiring full autonomy. Others—such as high-volume contract analysis during due diligence—leverage agentic capabilities to move work forward rapidly.

Both elements represent genuine advances in legal technology. Recognizing the difference positions you to make informed decisions about tool adoption and appropriate implementation for your practice. ✅

🎙️🎁 TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys — Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!

/ The Tech-Savvy Lawyer.Page/

🎯 In this TSL Labs Bonus episode, we are experimenting with Google’s Notebook LLM to do a “Deep Dive” on our November 24th editorial on the ultimate 2025 tech gift guide for attorneys. We use this AI-powered conversation to unpack the key themes, ethical challenges, and actionable recommendations. Whether you're a solo practitioner, big law associate, or tech-curious partner, this episode delivers expert-curated insights on gadgets, AI tools, and must-have devices that support technological competence as a professional obligation.

If you're a busy legal professional seeking practical tech recommendations that enhance daily practice rather than collect digital dust, join us for this insightful conversation that explores how the right technology investments can improve your practice, safeguard your clients, and help prevent unnecessary bar complaints.

🤔 Join Google AI Deep Dive as they discuss the following three questions and more!

  1. What are the essential low-cost tech gifts under $25 that can make an immediate impact on an attorney's practice, and why do items like cables and tracking devices matter for professional competence?

  2. Which professional-grade tools under $100 deliver the best value for attorneys seeking to fulfill their ethical duty to work smarter and faster through AI integration and productivity enhancements?

  3. Why should premium technology investments over $100—including physical infrastructure like ergonomic chairs—be considered essential to an attorney's professional obligation to their clients?

In our conversation, we cover the following:

[00:00:00] — Episode introduction and TSL Labs Bonus overview

[00:01:00] — Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power

[00:02:00] — The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties

[00:03:00] — Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts

[00:04:00] — Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability

[00:05:00] — Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations

[00:06:00] — AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration

[00:07:00] — Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard

[00:08:00] — Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life

[00:09:00] — Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents

[00:10:00] — Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999)

[00:11:00] — Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work

[00:12:00] — Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain

[00:13:00] — Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management

[00:14:00] — The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination

[00:15:00] — Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations

📚 Resources

🖥️ Hardware Mentioned in the Conversation

Under $25:

  • OWC Thunderbolt 4 USB-C Cable (~$19.99) — Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video —(https://www.owc.com)

  • Apple AirTag (Single Pack) ($24) — Bluetooth tracking device using Find My network —(https://www.apple.com/airtag)

  • Logitech Pebble M350 Wireless Mouse (~$19.99) — Silent click, 90% noise reduction, 18-month battery — (https://www.logitech.com)

  • Anker 341 USB-C Hub (7-in-1) (~$19.99) — HDMI 4K@30Hz, USB ports, SD card slots — https://www.anker.com)

  • ORICLE 65W USB Travel Power Strip — Flat plug, 4-foot cord, 7-in-1 hub for travel —(https://oricotechs.com)

Under $100:

Premium Over $100:

  • iPad Air with M3 Chip (Starting at $599) — 8-core CPU, 9-core GPU, ideal balance of power and portability — (https://www.apple.com/ipad-air)

  • MacBook Air M4 (Starting at $999) — 10-core CPU, 10-core GPU, up to 18 hours battery life —(https://www.apple.com/macbook-air)

  • Herman Miller Aeron Chair (~$1,351) — Ergonomic office chair with PostureFit SL, three sizes for 1st-99th percentile —(https://www.hermanmiller.com)

  • LG 34" Ultrawide 5K 2K Monitor (~$315) — 3440x1440 resolution, curved display for seamless multitasking — (https://www.lg.com/us/monitors)

  • Logitech Brio 4K Ultra HD Webcam (~$160) — 4K@30fps, RightLight 3 HDR, adjustable 65°/78°/90° FOV — (https://www.logitech.com)

  • Samsung T7 Portable SSD (1TB) (~$109.99) — 1,050MB/s read speed, AES 256-bit encryption, 2m drop resistant — (https://www.samsung.com)

  • CalDigit TS3 Plus Thunderbolt 3 Dock (~$280) — 15 ports, 87W laptop charging, dual 4K display support — (https://www.caldigit.com)

💻 Software & Cloud Services Mentioned in the Conversation

  • ChatGPT Plus ($20/month) — OpenAI's premium AI assistant with GPT-4 access for research and drafting — (https://chat.openai.com)

  • Grammarly Premium (~$96/year on sale; $144/year regular) — AI-powered writing assistant with plagiarism detection —(https://www.grammarly.com)

  • Apple Find My — Location tracking app for AirTags and Apple devices — https://www.icloud.com/find

📌 Disclaimer: Prices mentioned throughout this episode and show notes are approximate and based on manufacturer suggested retail prices around the time of the publication date; actual pricing may vary depending on manufacturer availability, retailer promotions, seasonal sales, and geographic location, and we recommend verifying current pricing before making any purchase decisions.

🎙️ Ep. #125: Transforming Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies.

/ The Tech-Savvy Lawyer.Page/

My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service.

Join Allison Johs and me as we discuss the following three questions and more! 🤔

  1. What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity?

  2. What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality?

  3. What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours?

In our conversation, we cover the following: ⏱️

  • [00:00:00] – Episode introduction and guest welcome

  • [00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365

  • [00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups

  • [00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless

  • [00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs

  • [00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm

  • [00:06:00] – Including staff input during technology selection and implementation

  • [00:07:00] – Coaching resistant employees through technology adoption

  • [00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff

  • [00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems

  • [00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months

  • [00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration

  • [00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training

  • [00:13:00] – Training new hires and keeping up with subscription software updates

  • [00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training

  • [00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review

  • [00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area

  • [00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)

  • [00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis

  • [00:19:00] – Using AI to find contrary precedents and distinguishing cases

  • [00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong

  • [00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)

  • [00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake

  • [00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review

  • [00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing

  • [00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings

  • [00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)

  • [00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization

  • [00:27:00] – Maximizing productivity during travel and conference attendance

  • [00:28:00] – Where to find Allison: websites, social media, and YouTube channel

Resources 📚

Connect with Allison Johs:

Mentioned in the Episode:

  • 📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources

  • 📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283

  • 📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321

  • 👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/

  • 🏛️ Universal Migrator – CRM/LPM data migration tool - https://www.universalmigrator.com/

Hardware Mentioned in the Conversation:

  • 💻 Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=1*78tbrz*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds

  • 🖥️ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One

  • 🖥️ INNOCN Portable Monitor (1080p mobile screen) – innocn.com

  • 📷 Logitech Brio Webcam (4K with built-in microphone) – logitech.com/brio

  • 🖨️ HP Printer - https://www.hp.com/us-en/shop/vwa/printers

  • 📄 Fujitsu ScanSnap Scanner (duplex document scanner) – scansnap.com

Software & Cloud Services Mentioned in the Conversation:

🎙️ Ep. 120: AI Game Changers for Law Firms - Stephen Embry on Legal Tech Adoption and Privacy Concerns 🤖⚖️

/ The Tech-Savvy Lawyer.Page/

My next guest is Stephen Embry. Steve is a legal technology expert, blogger at Tech Law Crossroads, and contributor to Above the Law. A former mass tort defense litigator with 20 years of remote practice experience, Steven specializes in AI implementation for law firms and legal technology adoption challenges. With a master's degree in civil engineering and programming expertise since 1980, he brings a unique technical insight to legal practice. Steven provides data-driven analysis on how AI is revolutionizing law firms while addressing critical privacy and security concerns for legal professionals. 💻

Join Stephen Embry and me as we discuss the following three questions and more! 🎯

  1. What do you think are the top three game-changer announcements from the 2025 ILTA Conference for AI that're gonna make the most impact for solo, small, and mid-size law firms?

  2. What are the top three security and privacy concerns lawyers should address when using AI?

  3. What are your top three hacks when it comes to using AI in legal?

In our conversation, we covered the following and more! 📝

  • [00:00:00] Episode Introduction & Guest Bio

  • [00:01:00] Steve's Current Tech Setup

  • [00:02:00] Apple Devices Discussion - MacBook Air M4, AirPods Pro

  • [00:06:00] Android Phone & Remote Practice Experience

  • [00:09:00] iPad Collection & MacBook Air Purchase Story

  • [00:12:00] Travel Tech & Backup Strategies

  • [00:15:00] Q1: AI Game Changers from ILTA 2025 Conference

  • [00:24:00] Billable Hour vs AI Adoption Challenges

  • [00:26:00] Competition & Client Demands for Technology

  • [00:35:00] Q2: AI Security & Privacy Concerns for Lawyers

  • [00:37:00] Discoverability & Privilege Waiver Issues

  • [00:44:00] Q3: Top AI Hacks for Legal Professionals

  • [00:46:00] Using AI for Document Construction & Rules Compliance

  • [00:50:00] Contact Information & Resources

Resources 📚

Connect with Stephen Embry

• Email: sembry@techlawcrossroads.com
• Blog: Tech Law Crossroads - https://techlawcrossroads.com
• Above the Law Contributions: https://abovethelaw.com
• LinkedIn: [Stephen Embry LinkedIn Profile]

Mentioned in the Episode

• ILTA (International Lawyers Technology Association) Conference 2025 - https://www.iltanet.org
• Max Stock Conference - Chicago area legal technology conference
• Consumer Electronics Show (CES) - https://www.ces.tech
• Federal Rules of Civil Procedure - https://www.uscourts.gov/rules-policies/current-rules/federal-rules-civil-procedure
• Apple Event (October 9th) - Apple's product announcement events
• Gaylord Conference Center - Washington, DC area conference venue

Hardware Mentioned in the Conversation 🖥️

• MacBook Air M4 (13-inch) - https://www.apple.com/macbook-air/
• iPad Pro - https://www.apple.com/ipad-pro/
• iPad Air - https://www.apple.com/ipad-air/
• iPad Mini - https://www.apple.com/ipad-mini/
• iPhone 16 - https://www.apple.com/iphone-16/
• Apple Watch Ultra 2 - https://www.apple.com/apple-watch-ultra-2/
• AirPods Pro - https://www.apple.com/airpods-pro/
• Samsung Galaxy (Android phone) - https://www.samsung.com/us/mobile/phones/galaxy/
• Samsung Galaxy Fold 7 - https://www.samsung.com/global/galaxy/galaxy-z-fold7/

Software & Cloud Services Mentioned in the Conversation ☁️

• Apple Intelligence - https://www.apple.com/apple-intelligence/
• ChatGPT - https://chat.openai.com
• Claude (Anthropic) - https://claude.ai
• Brock AI - AI debate and argumentation tool
• Notebook AI - https://notebooklm.google.com
• Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word
• Dropbox - https://www.dropbox.com
• Backblaze - https://www.backblaze.com
• Synology - https://www.synology.com
• Whisper AI - https://openai.com/research/whisper

Don't forget to give The Tech-Savvy Lawyer.Page Podcast a Five-Star ⭐️ review on Apple Podcasts or wherever you get your podcast feeds! Your support helps us continue bringing you expert insights on legal technology.

Our next episode will be posted in about two weeks. If you have any ideas about a future episode, please contact Michael at michaeldj@techsavvylawyer.page 📧