『The Tech Savvy Lawyer』のカバーアート

The Tech Savvy Lawyer

The Tech Savvy Lawyer

著者: Michael D.J. Eisenberg
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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 政治・政府
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  • 🎙️Ep.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies!
    2025/11/25
    My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service. Join Allison Johs and me as we discuss the following three questions and more! 🤔 What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity?What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality?What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours? In our conversation, we cover the following: ⏱️ [00:00:00] – Episode introduction and guest welcome[00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365[00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups[00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless[00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs[00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm[00:06:00] – Including staff input during technology selection and implementation[00:07:00] – Coaching resistant employees through technology adoption[00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff[00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems[00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months[00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration[00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training[00:13:00] – Training new hires and keeping up with subscription software updates[00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training[00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review[00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area[00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)[00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis[00:19:00] – Using AI to find contrary precedents and distinguishing cases[00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong[00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)[00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake[00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review[00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing[00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings[00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)[00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization[00:27:00] – Maximizing productivity during travel and conference attendance[00:28:00] – Where to find Allison: websites, social media, and YouTube channel Resources 📚 Connect with Allison Johs: 🌐 Website: LawyerMeltdown.com📝 Blog: LegalEaseConsulting.com📧 Email: Allison@LegalEaseConsulting.com📞 Phone: 631-642-0221💼 LinkedIn: linkedin.com/in/allisoncjohslegalease📺 YouTube: Legal Ease Consulting, Inc. Mentioned in the Episode: 📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/...
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    29 分
  • 🎙️ TSL Labs! Google AI Discussion of MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late!
    2025/11/21
    📌 Too Busy to Read This Week's Editorial? Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. 🎙️ This AI-powered discussion unpacks the November 17, 2025, editorial, MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertise—from tech-hesitant solo practitioners to advanced users—so you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation. In Our Conversation, We Cover the Following 00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format 00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years 00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege 00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing 00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident 00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33% 00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness 00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems 00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants 00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation 00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent 00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case 00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI 00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance 00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve 00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation Resources Mentioned in the Episode ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdfModel Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2022cv01461/575368/54/Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - https://dho.stanford.edu/wp-content/uploads/Legal_RAG_Hallucinations.pdf Software & Cloud Services Mentioned in the Conversation Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - https://www.adobe.com/acrobat.htmlClio - Legal practice management platform with AI features - https://www.clio.comGoogle Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.comGrammarly - AI writing assistant analyzing email and document content - https://www.grammarly.comLexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.comMicrosoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/wordOtter.ai - AI meeting assistant and transcription service - https://otter.aiSmokeball - ...
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    16 分
  • 🎙️ TSL Labs! Google AI Discussion of MTC: 🚨‼️ Emergency BOLO! 🚨‼️ Lawyers on the Go: Essential Tech Strategies for Air Travel During the Government Shutdown ✈️
    2025/11/14
    📌 Too Busy to Read This Week's Editorial? Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. 🛫 This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive control—turning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed. In our conversation, we cover the following: 00:00:00 – Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO00:01:00 – Travel Chaos as the New Normal: System Volatility & Professional Vulnerability00:02:00 – Flight Schedule Control: The Illusion & Reality of Travel Disruptions00:02:00 – Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos00:02:00 – Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems00:02:00 – Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American)00:03:00 – Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage00:03:00 – Early Rebooking Strategy: First and Second Choice Flight Selection00:03:00 – Trusted Traveler Programs: TSA PreCheck & Time Investment ROI00:03:00 – TSA PreCheck Value: $78 for Five Years & Security Line Efficiency00:03:00 – Global Entry: $100 for Five Years with International Customs Acceleration00:04:00 – Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application00:04:00 – Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment00:04:00 – Personal Mobile Hotspot: Cellular Encryption Over Public Networks00:05:00 – Dual Carrier Coverage: eSIM Technology & Connectivity Insurance00:05:00 – Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones00:05:00 – eSIM Digital Technology: Two Active Lines on One Device00:05:00 – Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup00:06:00 – VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol00:06:00 – VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop)00:06:00 – International Travel Security: VPN Encryption & Surveillance Protection00:07:00 – TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling00:07:00 – Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro)00:07:00 – Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery00:07:00 – Smart Power Display: Charging Speed Monitoring & Juice Rationing00:07:00 – Surge Protector Safety: Airport Outlet Protection & Device Insurance00:08:00 – Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide)00:08:00 – Travel Credit Card Benefits: Complimentary Lounge Visits Strategy00:08:00 – Conference Call Chaos: Professional Communication Environment Solutions00:08:00 – Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus00:08:00 – Battery Life Requirements: 30-40 Hour Endurance for Extended Delays00:09:00 – Offline Access Mandate: Pre-Departure Critical File Downloads00:09:00 – Six-Hour Offline Capability: Zero-Connectivity Work Strategy00:09:00 – Adobe Scan App: OCR Technology & Mobile Document Management00:10:00 – Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration00:10:00 – Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration00:10:00 – FileVault Encryption & Face ID: Built-In Security Non-Negotiables00:11:00 – Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation00:11:00 – Rule One: Full Device Charge Before Departure00:11:00 – Rule Two: Offline Maps & Critical Files Downloaded Locally00:11:00 – Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental)00:11:00 – Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power00:11:00 – Rule Five: Share Itinerary with Emergency Contact00:11:00 – Post-Crisis Integration: Permanent Daily Workflow Implementation00:11:00 – The Bigger Question: Crisis Tools as Permanent Professional Standards00:12:00 – Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser00:14:00 – Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources Resources 📚 Mentioned in the episode: Global Entry (CBP Trusted Traveler Program): https://www.cbp.gov/travel/global-entryTSA PreCheck (Trusted Traveler Program): https://www.tsa.gov/precheck Hardware mentioned in the conversation: Bose QuietComfort Noise-Canceling Headphones: https:/...
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    13 分
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