Revamping a Small Law Firm Tech Stack with Cynthia Runge, Peter Fitzgerald, and Sarah Zweerink

Jared Correia talked with a lawyer and her staff about how they have been pushing the envelope on law firm tech.

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

Episode Highlights
04:59 Their use of Clio for case management software and how they are exploring more functionalities within the platform
09:04 Using technology as a law student
13:18 Integrating Clio to other tools and platforms
19:36 Finding the right way to organize information for the law firm 
24:21 How they started using 'Family Law software' to save time, sending a link to new clients to fill out forms, which then populate financial statements or probate and family court forms
25:31 Wishes for Family Law software to allow saving data directly within the system
26:30 How Peter finds Family Law software efficient in quickly creating a mock financial statement and relying on it for drafting documents
27:56 Their experience with IT providers, saying that although they moved towards costlier managed service providers, it ensured that any issues encountered would be resolved quickly, which is critical for a law firm

Episode Resources