Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer.
05/15/24 • 25 min
In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!
Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.
Join Katherine and me as we discuss the following three questions and more!
- What are the top three areas of tech software that attorneys are wasting their money on?
- What are the three common workflows attorneys are not utilizing? And how do we create each one?
- What are your top three tips when vetting a new CRM LPM?
In our conversation, we cover the following:
[01:10] Tech Setup Overview and Preferences
[07:08] Top Three Areas Where Attorneys Overpay for Tech Software
[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation
[14:09] Tips for Creating Effective Workflows
[15:31] Top Three Tips for Vetting a New CRM or LPM System
[17:21] CRM/LPM Transition War Stories: Challenges and Solutions
Resources:
Connect with Katherine:
LinkedIn: linkedin.com/in/kporterjd/
Website: theresourcefullawyer.com/
Mentioned in the episode:
Hardware mentioned in the conversation:
- Blue Yeti Microphone: blueyetimicrophone.com/
- Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
- Microsoft Surface: microsoft.com/en-us/surface
Software & Cloud Services mentioned in the conversation:
- ClickUp: clickup.com/
- Dubsado: dubsado.com/
- Make: make.com/
- Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
- Miro: miro.com/
- Mural: mural.co/
- PandaDoc: pandadoc.com/
- Zapier:zapier.com/
In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!
Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.
Join Katherine and me as we discuss the following three questions and more!
- What are the top three areas of tech software that attorneys are wasting their money on?
- What are the three common workflows attorneys are not utilizing? And how do we create each one?
- What are your top three tips when vetting a new CRM LPM?
In our conversation, we cover the following:
[01:10] Tech Setup Overview and Preferences
[07:08] Top Three Areas Where Attorneys Overpay for Tech Software
[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation
[14:09] Tips for Creating Effective Workflows
[15:31] Top Three Tips for Vetting a New CRM or LPM System
[17:21] CRM/LPM Transition War Stories: Challenges and Solutions
Resources:
Connect with Katherine:
LinkedIn: linkedin.com/in/kporterjd/
Website: theresourcefullawyer.com/
Mentioned in the episode:
Hardware mentioned in the conversation:
- Blue Yeti Microphone: blueyetimicrophone.com/
- Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
- Microsoft Surface: microsoft.com/en-us/surface
Software & Cloud Services mentioned in the conversation:
- ClickUp: clickup.com/
- Dubsado: dubsado.com/
- Make: make.com/
- Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
- Miro: miro.com/
- Mural: mural.co/
- PandaDoc: pandadoc.com/
- Zapier:zapier.com/
Previous Episode
Episode 87: Finding New Homes for Old Tech with Loren Williams of PCs for People!
Today’s episode covers a range of topics related to technology repurposing and recycling practices among lawyers, as well as the environmental impact of office tech!
Meet Loren Williams, the Regional Account Manager at PCs for People, who oversees the sourcing of computers for distribution to low-income individuals and families. PCs for People is dedicated to secure and environmentally friendly IT recycling, protecting sensitive data through the National Association of Information Destruction (NAID) AAA-compliant processes, and promoting responsible e-waste management with R2 compliance.
Join Loren and me as we discuss the following three questions and more!
- What are the top three ways lawyers can recycle and reuse their technology?
- What are the top three steps lawyers should take to securely remove their data before recycling their machines?
- What are three tips lawyer should keep in mind when trying to be environmentally friendly with the tech in their office?
In our conversation, we cover the following:
[00:48] Loren’s Tech Preferences and Practices
[04:33] Top Three Ways Lawyers Can Recycle and Reuse Technology
[07:3] PCs for People: From Local Initiative to National Impact
[09:58] Top Three Steps Lawyers Should Take to Securely Remove Data Before Recycling Machines
[12:33] Three Tips for Lawyers to Be Environmentally Friendly with Office Tech
[13:56] Maximizing Donations and Tax Benefits with PCs for People
Resources:
Connect with Loren:
- Email: [email protected]
- LinkedIn: linkedin.com/in/loren-r-williams/
- Phone: 773-988-6908
- Website: pcsforpeople.org
Mentioned in the episode:
Hardware mentioned in the conversation:
- Apple Mac (MacBook): Apple MacBook
- Google Pixel: store.google.com
- Lenovo ThinkPad: lenovo.com
- Samsung phones: Samsung Mobile
Next Episode
Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator.
Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence.
Join Tony and me as we discuss the following three questions and more!
- What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do?
- Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way?
- What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one?
In our conversation, we cover the following:
[01:06] Tony's current tech setup
[08:02] Key Considerations for Lawyers When Choosing a CRM
[22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks
[28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM
[30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions
[32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations
[34:23] The Role of AI in Legal Data Migrations
[37:03] Connect with Tony
Resources:
Connect with Tony:
- Email: [email protected]
- LinkedIn: linkedin.com/in/tony-valenti
- Website: universalmigrator.com/
Hardware mentioned in the conversation:
- Anker speakerphone: ankerwork.com/products/a3301
- Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
- Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl
- Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor
Software & Cloud Services or Apps mentioned in the conversation:
- Clio: clio.com/
- Faster Suite: fasterlaw.com/
- Lawmatics: lawmatics.com/
- Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator
- MyCase: mycase.com/
- NetDocuments: netdocuments.com/
- PracticePanther: practicepanther.com/
- Rocket Matter: rocketmatter.com/
- Stream Deck Plugins: barraider.com/
- Universal Migrator: universalmigrator.com/
The Tech Savvy Lawyer - Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer.
Transcript
Michael D.J. Eisenberg: Episode 88, Maximizing Legal Tech with Katherine Porter, of The Resourceful Lawyer.
Katherine is the founder of The Resourceful Lawyer. She facilitates workshops for law firm leaders, blending the best of project management, human centered design, and two decades of legal experience to help firms align on their goals and create actionable strategies for growth and profitability. With a law degree from UCLA, a PMP
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