The Legal Toolkit

No one likes change, but your law firm will be more profitable and organized if you keep up with the latest tools for streamlining workflows. Jared talks with Marisa Portuondo about her expertise in helping lawyers prioritize efficiency and thrive in legal practice. Later, Marisa sticks around for the Rump Roast! In Jared’s latest game, “Shit Miamians Say,” Marisa gives an insider’s perspective on unique Miami colloquialisms. And, The thought of moving decades of data from your legacy software is pretty intimidating to a whole lot of lawyers, but cloud-based software is where it's at, man, so you really need to get it done. Jared gives tips for migrating data with minimal headaches. Marisa Portuondo is senior enterprise architect at streamlined.legal. ----- Since we talked Miami culture + I learned some Spanish on this episode, let's celebrate with some songs about the Magic City! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Hands Up, Buttercup! by Neon Beach.

Efficient back-and-forth communication in law firms has always been a necessity, but it’s not always easy to do it well. Finding the right collaboration tech is a critical step in modern law firms, so Jared talks with Ryan Anderson of Filevine about the unique needs of lawyers and the future of documents and communication in legal practice, including upcoming .vine. Later on in the Rump Roast, Jared has Ryan rank himself against his fellow ‘Ryan Andersons’ out there in the ether, and then quizzes him on famous ‘Ryans’ and ‘Andersons’ in pop culture. And, after lamenting the R-rated comedy drought, Jared’s looking forward to the release of horror-comedy “Cocaine Bear” in February 2023. Tune in for an overview of this upcoming gem–if you’re into the idea of a drug-fueled bear on a murderous rampage. Sounds fun, eh? Ryan Anderson is the founder and CEO of Filevine, a project management and collaboration tool for lawyers and consumer professionals. ----- Since we're all excited for the upcoming forthcoming film, 'Cocaine Bear' - so, here are some songs about bears . . . and, cocaine. ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Riled Up by Divisioner.

Many business leaders are mis-educated about what diversity is, and, as such, lack the ability to support it in their organizations. Jared brings on diversity coach Dr. James Rodgers to learn about his research and training strategies for effectively managing diversity in business, with particular tips for lawyers and law firms. On an all-new Rump Roast, Jared introduces the Legal Toolkit Law Review Hour–full of a plethora of fascinating lawyer-related factoids and hosted by some guy called Randy Lemon. And, Jared catches us up on the state of things in legal tech and what solutions firms need for today’s tech-forward legal practice. Dr. James O. Rodgers is president and principal consultant of The Diversity Coach. Learn more about Dr. Rodgers at jamesorodgers.com. ----- Since we're talking about diversity in the legal profession, here's a diverse list of musical suites for your sole enjoyment! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. The music for this week's Rump Roast is El Girasol by Hola Hola Our closing track is Loose Tension by Reel Life.

People have been alternately ticked, thrilled, and confused since the Biden Administration rolled out its loan forgiveness program. So, what’s the deal? Jared gets insights from student loan lawyer Adam Minsky on the many moving parts of this program, who qualifies/how to apply, and the program’s current hold due to legal challenges under consideration in a federal appeals court. In the Rump Roast, Jared and Adam play “Forgive Me,” where Adam must choose which historical blunders to erase in a variety of categories. Will he choose Kevin Costner’s appearance in Waterworld? Russia selling Alaska to the US for 4.2 million? Those publishers who rejected Harry Potter? Eesh. Blunders, indeed. And, Coldplay’s Viva La Vida or Death and All His Friends wins a spot on Jared’s list of perfect albums! Since Jared’s a bit of a music aficionado, it really says something that he’s picked an album by a band many music snobs love to (pretend to?) hate. Tune in for his take on this triumphal offering from well-loved, well-hated Coldplay. Adam S. Minsky is one of the nation’s leading authorities on student loan law. ----- Just because we talked about Coldplay's 'perfect' album - 'Viva La Vide or Death and All His Friends' doesn't mean we can't go beyond. MORE COLDPLAY! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Ethereal Morning by Drew Henmi.

Easy math: if you can get through more work, more quickly, you’ll make more money. And document assembly software can help you do it! Jared Correia talks with Tony Thai and Ashley Carlisle on how to put document assembly tech to work in your law firm. It’s trivia time on the Rump Roast. Jared quizzes Tony and Ashley on famous and/or obscure documents in a new game called “Documentary History.” And, Jared’s gonna beat this into your consciousness eventually—people are pretty freaked out by the unknowns of legal costs, so you really, really need to provide clarity on what your clients will pay. Tune in for tips on killing that billable hour and providing better options for your clients. Tony Thai is CEO and chief engineer at HyperDraft. Ashley Carlisle is head of marketing at HyperDraft. ----- Our guests, for some reason, REALLY love LA. So here's a playlist of songs to express that love for the Best Coast. (But, yea, I still hate LA). ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Highways by Falls.

A lot of law firm intake processes are a bit painful to look at, if we’re honest, but they don’t have to be! Jared and guest McKay Ferrell share how a little tracking and better workflows can make your intake as smooth as butter. In lieu of a Rump Roast grilling, Jared delves into McKay’s passion for craft brewing, learning about hybrid IPAs and what led him into the seemingly saturated world of brewery businesses. And, Jared’s latest streaming pick might freak you out, but he thinks watching Netflix’s Dahmer series has left him with some solid tips for not getting murdered, so, tune in for those! McKay Ferrell is the vice president of product management at Assembly Software. ----- Since we talked with a brewery owner, here are some of our favorite songs about boozin'. (Lots of country songs here, obvi.) ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Big Bags by Ghost Beatz.

The legal tech space has been abuzz since LawPay’s acquisition of MyCase, so what’s the latest with this development? Jared goes to the source and talks with Dru Armstrong, CEO of LawPay, on the deep integrations the acquisition promises to bring about to better serve the unique needs of law firms. Later on in the Rump Roast Jared puts Dru through a challenging game of “What Would Florida Man Do?: Texas Edition.” Dru Armstrong is CEO of LawPay. ----- Since LawPay is based in Austin, let's hear some Texas songs! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Huzzah River Blues by Desert Dive.

Every bar association is unique, so there’s a whole lot we can learn from each other. Jared chats with Julie Armstrong, executive director at the Indianapolis Bar Association, about the importance of being a culturally aware and forward-thinking organization. Julie shares their approach to strategic planning and discusses how new programs are developed by talking with members and non-members alike to understand the needs of their legal community. And, Jared monologues on law firm fees—every lawyer’s favorite topic! We know you hate talking about money, but, honestly, you really need to. Jared’s got plenty of tips on setting appropriate fees and sticking to ‘em like glue. As always, Jared finishes things off with the Rump Roast. He and Julie play “Hoosier Hysteria,” an Indiana trivia game highlighting popcorn, baseball, the Jackson 5, and more. Julie Armstrong is the executive director at the Indianapolis Bar Association & Foundation. ----- Since we talked about the unendingly interesting state of Indiana. So, let's celebrate the Midwest . . . in song! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Starfruit by PALA.

When new work comes into your law firm, whose desk should it land on? Oftentimes, the workload falls too heavily on a few, rather than being balanced amongst firm members. Jared brings on Dov Slansky to talk us through operational structure and how adaptable technology can help workloads in your law firm get pushed through to the right people. Also–calling out the movie industry here–you’ve been failing Jared with a serious lack of R-rated comedies in the past decade or so. Can you guys do something about that? Finally, our Rump Roast topic centers around “The Jeffrey Toobin Experience.” Jared proclaims Dov a video-conference etiquette expert, so the guys examine a variety of real-life workplace Zoom blunders to get Dov’s take on how to avoid tanking your career. Dov Slansky is an accomplished attorney and Vice President at Litify. ----- In honor of the legendary Ricky Bobby, let's listen to some songs about racing. Start your engines! ----- Our opening track is Two Cigarettes by Major Label Interest. The music for the Legal Trends Report Minute is I See You by Sounds Like Sander. Our closing track is Finessed by JessGuy.

A real shocker, we know, but many law firms are still struggling with efficiency. Surely you’re not among them… ahem… but, just in case, Jared welcomes Larry Port and Dave Maxfield, authors of The Lean Law Firm and its accompanying training course, to help lawyers understand how to streamline processes and increase profitability.  And, the term ‘fee agreement’ really doesn’t cut it, so Jared’s here to clue you in on crafting an ‘engagement agreement’ with his top five tips.  ----- On the Rump Roast, Jared, Larry, and Dave play “Disposable Income,” where they examine some of the crazy stuff rich people buy and whether they’d do the same if they had money to throw away.   Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession and cutting edge technology. ----- And in honor of all the stupid stuff people buy, here are some songs about straight, cash-money!