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/

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!

1. What are the top three ways lawyers can recycle and reuse their technology?
2. What are the top three steps lawyers should take to securely remove their data before recycling their machines?
3. 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:

1. Email: lwilliams@pcsforpeople.org
2. LinkedIn: linkedin.com/in/loren-r-williams/
3. Phone: 773-988-6908
4. 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

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape!

Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture.

Join Debbie and me as we discuss the following three questions and more.

1. What are the top three areas where attorneys are underprepared with their firm software needs?
2. What are the top three software utility programs that lawyers should use?
3. What are the top three areas of legal practice that need more innovation, and what should an average attorney do?

In our conversation, we cover the following:

[00:51] A Peek into Debbie's Tech Setup

[03:27] Three Key Software Areas Where Attorneys Often Fall Short

[12:13] Top Three Software Utility Programs Every Lawyer Should Use

[20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them

Resources:

Connect with Debbie:

• Email: 📧 dfoster@affinityconsulting.com
• LinkedIn: 🔗 linkedin.com/in/debbiefoster/
• Website: 🌐 affinityconsulting.com

Hardware mentioned in the conversation:

• Focusrite audio interface: focusrite.com/categories/audio-interfaces
• Logitech Brio 4K webcam:logitech.com/en-us/products/webcams/brio-4k-hdr-webcam
• Shure MV7 microphone:shure.com/en-US/products/microphones/mv7

Software & Cloud Services mentioned in the conversation:

• Actionstep: actionstep.com/
• Calendly: calendly.com/
• Carpe Diem:carpediemparalegals.com/
• Centerbase: centerbase.com/
• Cleo: cleo.com/
• Daylite (by Marketcircle): marketcircle.com/
• DocuSign: docusign.com/
• Doodle:doodle.com/en/
• HubSpot: hubspot.com/
• Lawmatics: lawmatics.com/
• PandaDoc: pandadoc.com/
• SaneBox: sanebox.com/
• Scribe: scribehow.com/ (This appears to be a web-based program so your operating system should not matter – I should be trying this out and report in the future).