Revamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah Zweerink

<p>Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech.</p> <p><em>The Above the Law Non-Event is supported by vendor sponsorships.</em></p> <p><strong>Episode Highlights</strong><br /> 04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform<br /> 09:04 Using technology as a law student<br /> 13:18 Integrating Clio to other tools and platforms<br /> 19:36 Finding the right way to organize information for the law firm <br /> 24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms<br /> 25:31 Wishes for Family Law software to allow saving data directly within the system<br /> 26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents<br /> 27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a law firm</p> <p> </p> <p><strong>Episode Resources</strong></p> <ul> <li>Connect with Jared Correia</li> <li><a href= "mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href= "https://redcavelegal.com/">https://redcavelegal.com/</a></li> <li><a href= "https://www.linkedin.com/in/jaredcorreia">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href= "https://twitter.com/RedCaveLegal">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Cynthia Runge</li> <li><a href= "https://www.peridotfamilylaw.com/">https://www.peridotfamilylaw.com/</a></li> <li><a href= "https://www.linkedin.com/in/cynthia-runge-b16b5b7">https://www.linkedin.com/in/cynthia-runge-b16b5b7</a> </li> </ul>