Overcoming Tech Resistance in a Law Firm with Kerri Koen

Jared Correia talked with a practicing estate planning lawyer about how she added technology into her law firm.

The Above the Law Non-Event is supported by vendor sponsorships.

Episode Highlights
06:53 Concerns on AI replacing professionals in different fields
08:41 The importance of implementing technology into our routine work to increase productivity
13:07 Technology concerns that some lawyers have
18:43 Finding a drafting software that works for your specific needs in estate planning
23:25 CRM tool that has a comprehensive dashboard for customer management
24:42 The importance of automation in legal processes, while making it feel less robotic and more like an engaging experience
28:42 Inclination towards reducing the technology stack but still employing helpful integrations
29:28 The importance of ease of use and familiarity for clients in choosing tools

Episode Resources