Watch the YouTube version of this episode HERE

Are you a law firm owner who is looking to integrate more technology in your firm? In this podcast episode, Jim and Tyson discuss legal tech with Colin Levy, a lawyer and legal tech expert as they explore the role of artificial intelligence in law.

Colin provides his thoughts on practical tools that law firms can use to become more efficient. One of these tools is Clio. which is a practice management software that is accessible, easy to set up and is great when it comes to the learning curve. This means it is easy to teach first timers. Other tools like Joseph and Brighter (which are code and no code tools) are a bit more advanced and allow users to set up workflows for their teams. Time is money, so these tools are great to get things moving quickly!

Colin shares how many law firms are resistant to using technology and AI because of the misconception that it is expensive and time consuming. The biggest fear many lawyers have is using technology that will give them incorrect information and make their job harder. Most choose to stay within their comfort zone and use tools or methods of working that are not that efficient. AI and technology can help any business grow and innovate the way things are done.

Jim, Tyson and Colin talk through the ideal tech package that firms need if they are just starting out. Clio is great for administrative tasks like invoicing and billing, which is such a crucial part of any business and a good, reliable tool is needed to ensure things are kept in order. Having a tool to streamline intake forms or feedback forms is important so they are collected, received and actioned out to whoever needs to work on it. Another tool is some sort of project management tool that shows workflows, what needs to be focused on or what needs attention.

Listen in to learn more from Colin!

6:10 Accessible tools like Clio

16:01 The fear of technology in the legal field

18:16 Recommended tools for new law firms

Jim's Hack: Read the book called “Extremely Online” by Taylor Lorenz, which talks about the history of different social media channels.

Colin’s Tip: Take time for yourself as the world moves very quickly. Take a few minutes to relax and listen to what your body is telling you.

Tyson's Tip: Experiment with building GPT’s through OpenAI.

Tune in to today’s episode and checkout the full show notes here.

Connect with Colin:

Unleashing the Power of Legal Tech with Colin Levy

Maximum Lawyer