Stuck in the Middle: Tech in Elder Law with Jamie Haroutunian

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't.

Episode Highlights
03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law
07:42 Separating the younger group from the more senior staff
09:54 Their process of assessing clients
12:07 Push to automation as an important part of incorporating AI
16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use
18:53 Managing scheduling and payments with elder law clients
21:34 How they manage payments, acknowledging that a majority of their elder clients still prefer paying by check
23:01 What it’s like having consultations with different kinds of clients
24:20 The visualization tools they use during meetings
25:42 How older generations tend to be more respectful of appointments and traditional consulting methods compared to younger generations

 

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 Jamie Haroutunian [email protected] https://prioritylaw.com/ https://www.linkedin.com/in/james-haroutunian-1331ba6