Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp

I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!

Episode Highlights
04:58 - Michael and Rob’s decision to partner
06:00 - First trial success story
09:49 - Strategy of focusing on trial cases and high-value settlements
12:04 - Importance of team dynamics and mentorship
14:10 - Discussing firm logistics and financial planning
15:49 - Trust and transparency in partnership decisions
18:22 - Marketing strategies - referrals and client trust
23:40 - Combining firm’s technologies and choosing common software
26:10 - Customizing Filevine software
27:53 - Challenges in implementing new technology
30:57 - Use of AI for preparing depositions and medical chronologies
33:14 - AI tools integrated in trial preparation
34:22 - Reporting and tracking key metrics in the firm
36:55 - Importance of delegation to focus on core strengths

 

Episode Resources

Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Robert Welcenbach and Michael Karp [email protected] [email protected] https://trialwi.com/ https://www.filevine.com/ https://openai.com/chatgpt/   https://otter.ai/   https://www.notion.so/   https://www.litsoftware.com/transcriptpad   https://www.litsoftware.com/trialpad   https://acrobat.adobe.com/us/en/   https://evermap.com/   https://ramp.com/