Legal technology guru Adriana Linares visits Technically Legal to discuss the the tech and software law firms (and all legal teams really) should be using to run a successful legal practice.
Adriana is a legal tech OG. Fresh out of college in the late 90s, a large Florida law firm hired her to train its lawyers on how to use technology and to help the firm figure out what tech to buy.
Fast forward to the early 2000s, and she started her consultancy LawTech Partners to help legal professionals use technology to maximize their skills, run profitable businesses, and deliver great client service.
At a minimum Adriana advises that lawyers and their teams utilize at least three specific pieces of software: 1) A productivity suite like Microsoft 365; 2) a PDF tool; and 3) case management software.
Adriana explains the differences between case management software, document management platforms, and practice management software. She also touches on the importance of document assembly software and how to maximize the use of data captured during the various stages of a legal matter.
She closes out the discussion explaining why many in legal are missing out when they don’t use CRMs–Client and Customer Relationship Management platforms.
Things We Talk About in This Episode
- Microsoft Office 365 – A productivity suite including Word, Excel, PowerPoint, and Outlook.
- Google Workspace – A cloud-based productivity suite that includes products like Google Docs, Sheets, and Slides.
- Adobe Acrobat DC – A paid professional PDF manipulation tool that allows for redacting, bates stamping, form creation, and document signing.
- Nitro PDF – A PDF tool that includes similar features as Adobe Acrobat DC.
- Power PDF – A PDF tool that includes similar features as Adobe Acrobat DC.
- Clio – A case management system that is used by many law firms.
- Worldox – A document management software used by law firms.
- NetDocs – A document management software used by law firms.
- Hummingbird – A former document management software used by law firms.
- iManage – A document management software used by large law firms.
- Microsoft Business Server – A server that was used by businesses to share contacts and calendars with their secretaries.
- Bookings – A scheduling and appointment booking tool developed by Microsoft.
- Forms – A form creation tool developed by Microsoft.
- Ruby – A virtual receptionist service.