Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with, Erik Bermudez!

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Episode #83: Mastering Legal Tech and Strategy with Filevine's Vice President of Strategic Partnerships with Erik Bermudez

Join us as we embark on a journey through the ever-evolving landscape of law firm management, legal marketing and technology adoption, guided by the seasoned expertise of Erik Bermudez. With Erik's background in strategic planning, relationship management, and market insights, this episode promises to equip you with the knowledge and strategies needed to thrive in the dynamic intersection of law and technology!

As the VP of Strategic Partnerships at Filevine, Erik brings a wealth of insights from years of experience in strategic alliances and market analysis. With a tenure at Filevine dating back to 2019, Erik's leadership has been instrumental in driving partnerships and fostering growth. He also held roles at KLAS previously, where he played vital roles in healthcare market research.

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

  1. What are the top three ways attorneys should expect their client relations management/ law professional management platforms like Filevine, Lead Docket to seamlessly work with a third party?

  2. What are the top three pain points lawyers have when adopting new technology, and what are the best ways to overcome them?

  3. What are the top three tech tools lawyers can use for online marking?

In our conversation, we cover the following:

[01:22] Erik's Simple Tech Setup

[06:25] Maximizing Client Relationship Management: Seamless Integration with Third-Party Platform

[14:11] Balancing AI and Human Touch

[20:34] Key Data Points for CRM and PMS Collaboration

[21:55] Lawyers' Top Three Pain Points and Solutions in Tech Transition

[24:18] Convincing Busy Lawyers to Embrace Technology

[27:21] Tailored Technology: Law Firms with Personalized Workflows

[34:33] Mastering Online Marketing: Essential Tools for Law Firms

[39:56] Connect with Erik

Resources:

Connect with Erik:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Episode 81: Navigating The Future of Legal Tech with Filevine's Emily Lippincott

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Today's guest, Emily Lippincott, is a Legal Futurist at Filevine, a premier legal work platform serving law firms and businesses throughout the United States and Canada. With over 16 years of legal experience in Silicon Valley, encompassing roles in in-house and law firm settings, Emily brings a wealth of expertise to her role. Moreover, her background includes counseling corporate clients through various stages, from inception to public offering or acquisition.

Throughout the conversation, Emily illuminates for lawyers pathways to efficiency, accessibility, and excellence. Join us as she navigates the intricate web of tomorrow's legal tech landscape, shaping the future of the practice of law with insight and expertise. Let's unlock the secrets to efficiency, innovation, and success in the digital age!

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

What are the top three factors a lawyer should consider when vetting new hardware for their practice so that they are not only cutting edge but future-proof?

What are the top three things lawyers are still getting wrong with their hardware and software technology in their law practice?

What are the top three ways lawyers can use AI in their practice?

In our conversation, we cover the following:

[01:07] Emily's Tech Setup

[06:25] Essential Considerations for Lawyers Embracing Innovation

[14:20] Common Pitfalls and Potential Solutions

[27:43] Maximizing AI in Legal Practice: Three Key Applications

Resources:

Connect with Emily:

LinkedIn: linkedin.com/in/emilylippincott/

Hardware mentioned in the conversation:

  1. Audio-Technica AT2020PK Microphone: audio-technica.com/en-us/at2020pk

  2. Dell Curved Monitor: dell.com/en-us/lp/curved-monitors

  3. Logitech Litra Glow: logitech.com/en-us/products/lighting/litra-glow

  4. Logitech Stream Cam: logitech.com/en-us/products/webcams/streamcam

  5. Macbook Pro with M1 Chip: support.apple.com/en-us

  6. Rubber Tips for Apple Pencil: apple.com/shop/product

  7. Scarlett Solo: us.focusrite.com/products/scarlett-solo

Software, Apps, & Cloud Services mentioned in the conversation:

  1. 1Password For Chrome Extension: 1password.com/resources/guides/1password-for-google-chrome/

  2. 1Password: 1password.com/ 

  3. Apple Pages: apple.com/pages/

  4. Backblaze: backblaze.com/

  5. Camelcamelcamel: camelcamelcamel.com/

  6. Capital One app: capitalone.com

  7. Filevine Immigration AI: filevine.com/platform/immigrationai/

  8. Filevine: filevine.com/

  9. GoodNotes goodnotes.com/

  10. Google One: one.google.com/overview/

  11. Mac Updater: corecode.io/macupdater/

  12. MacOS Sonoma: apple.com/macos/sonoma/

  13. Microsoft Outlook plugin: support.microsoft.com/en-us/office/use-add-ins-in-outlook

  14. WordPerfect: wordperfect.com/en/

  15. Zscaler: help.zscaler.com/

Podcast Episode #78: Tech Innovations in Legal Practice: Interview with Karen McDonald from Wise Owls

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Karen McDonald is a seasoned office automation expert, assisting busy law firms, attorneys, and lawyers in streamlining the administrative aspects of their business operations. With over a decade of experience, Karen has been dedicated to supporting attorneys in implementing efficient systems to automate their legal practices. She is the founder & creator of Owlwise Legal Practice Management Software, which is tailored for legal professionals to streamline essential tasks such as legal trust accounting, time tracking, billing, and centralized management of matters and contacts. Moreover, designed to meet the needs of today's lawyers, this versatile cloud-based solution ensures your law firm remains agile and prepared for the future across multiple platforms.

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

  1. What are the top three tech tools that attorneys underutilize besides CRMs in their law practice?

  2. What are the top three things attorneys should look for in an online CRM?

  3. What are the top three tech shortcuts lawyers still need to know at any level of experience?

In our conversation, we cover the following:

[01:32] Tech Talk: Karen's Current Tech Setup

[08:46] The Top Three Tech Tools Lawyers Should Utilize More

[17:16] Backup Strategies: Ensuring Data Security in Business

[22:40] Key Considerations for Choosing an Online CRM: Flexibility, Dependability, and Support

[30:05] Tech Shortcuts Every Lawyer Should Master

[39:13] Uncommon Keystroke Hacks in Microsoft Word

[40:37] Connect with Karen

Resources:

Connect with Karen:

LinkedIn: linkedin.com/in/wisekarenmcdonald/

Website: wiseowllegal.com.au/

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation: