The Tech Savvy Lawyer

Di: Michael D.J. Eisenberg
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  • Riassunto

  • The Tech Savvy Lawyer interviews Judges, Lawyers, and other professionals discussing utilizing technology in the practice of law. It may springboard an idea and help you in your own pursuit of the business we call "practicing law". Please join us for interesting conversations enjoyable at any tech skill level!
    © ℗ 2020 Michael D.J. Eisenberg
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Episodi
  • Episode #90: How Lawyers Can Balance Work and Personal Tech: Insights from Paul Secunda on Privacy and Productivity!

    Episode #90: How Lawyers Can Balance Work and Personal Tech: Insights from Paul Secunda on Privacy and Productivity!
    Jun 11 2024
    Emerging technologies simplify many aspects of life, but they also make it increasingly challenging to safeguard privacy in both personal and professional settings. As a lawyer, it is essential for you to stay informed about how to protect privacy by utilizing the appropriate tools and equipment. Paul Secunda joined us today to talk about protecting your privacy, building open communication between employer and employee, tech tips to focus on your work, and more. Paul Secunda is a partner at Walcheske Luzi LLC. He leads the ERISA litigation unit, which focuses on retirement, medical, and disability class action litigation. He also serves as a consultant, testifying expert, and mediator in the fields of employee benefits and workplace law. Paul is a former labor and employment law professor with 18 years of experience at two law schools, focusing on employment law and employee benefits. Throughout his career, Paul has been engaged in litigating, teaching, and writing about workplace law, handling tasks from reviewing employee handbooks to managing complex class action lawsuits and submitting amicus briefs to the Seventh Circuit Court of Appeals and the U.S. Supreme Court. Paul’s expertise spans employee rights and the practical application of technology in both professional and personal contexts. Join Paul and me as we talk about the following three questions and more! What are the top three tech tips you would advise any lawyer to maintain a separation from work and personal time?What are the top three tech rights an employee has when it comes to utilizing a personal tech device for a BYOD firm?What are your top three tech tips to ensure focus at work, to help prevent necessary work during personal time? In our conversation, we cover: [01.28] Tech Setup - Paul’s current tech setup. [09.00] The Balance – Balancing technology as a small law firm. [10.00] Tech tips – Paul shares some tech tips for separating personal and professional life. [11.40] Clients - How to work with overbearing clients? [13.26] Superiors – Paul explains how you can handle your superiors. [16.38] Open Communication – The importance of open communication between employer and employee. [20.06] Tech Rights – Paul explains how employee privacy rights differ significantly between public and private workplaces. [25.44] Tracking Software – Paul explains why he would advise against letting your employer put tracking software in your computer. [29.52] Focusing on work – Paul shares three tech tips you can use to focus on your work and prevent working on your personal time. Resources: Connect with Paul LinkedIn - linkedin.com/in/paul-secunda-a17228/Website - walcheskeluzi.com/ Equipment Mentioned in the Podcast Fujitsu Scanners - thescannershop.com/fujitsu-scanners/HP Printers - hp.com/us-en/shop/mdp/printers/laserjet-proiPhone 15 Pro - apple.com/iphone-15-pro/MacBook Air - apple.com/macbook-air/ Software & Services Mentioned in the Podcast Adobe Acrobat Reader - get.adobe.com/reader/Clio - clio.com/Sanebox - sanebox.com/TurboScan - play.google.com/store/apps/details?id=com.piksoft.turboscanWordPerfect - wordperfect.com/en/ Transcript 00:00:00] Michael D.J. Eisenberg: Episode 90, Balancing Your Use of Technology Between Your Work and Home with Labor and Employment Lawyer, Paul Secunda. [00:00:19] Michael D.J. Eisenberg: Paul is a former Labor and Employment Law professor with 18 years of experience at two different law schools specializing in ERISA and Employee Benefits Law. He is now an attorney with Woltersky Luzzi, LLC. Paul's legal career has been devoted to litigating, teaching, and writing about workplace law issues, handling all aspects of the employment relationship, from reviewing employee handbooks and summary plan descriptions, to litigating complex class action cases, and submitting amicus briefs to the Seventh Circuit Court of Appeals and the United States Supreme Court. [00:00:46] Michael D.J. Eisenberg: Paul caught my attention with his law journal article, The Employee Right to Disconnect, after I come across California's recent Employee Right to Disconnect bill. This bill would require employers to create a written policy guaranteeing California employees the right to disconnect from work communications during non working hours. [00:01:01] Michael D.J. Eisenberg: Join Paul and me as we discuss how employees, including lawyers, have rights and practical uses of technology in both their workplace and their private lives. Enjoy! [00:01:09] #Add Read #1: Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:09] Michael D.J. Eisenberg: Have you been enjoying the techsavvylore. page podcast? Consider giving us a five star review on Apple podcasts or wherever you get your podcast feeds. [00:01:21] Michael D.J. Eisenberg: Paul, welcome to the podcast. [00:01:23] Paul Secunda: Thank you for having me. [00:01:24] Michael D.J. Eisenberg: I appreciate you being ...
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    36 min
  • Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator.

    Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator.
    May 28 2024

    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!

    1. 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?
    2. 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?
    3. 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: tv@universalmigrator.com
    • 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/
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    36 min
  • Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer.

    Episode 88: Maximizing Legal Tech with Katherine Porter of the Resourceful Lawyer.
    May 15 2024

    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!

    1. What are the top three areas of tech software that attorneys are wasting their money on?
    2. What are the three common workflows attorneys are not utilizing? And how do we create each one?
    3. 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/
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    26 min
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