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EP062: Tech Talk for Lawyers: Innovation, Insights, and Implementation

Join your host Jay Berkowitz and a panel of legal technology experts, including Patrice Gimenez, CRM and case management expert, Eric Baum, founder of Parrot, a company that uses Artificial Intelligence for court reporting and other legal tasks, Amir Sachs, a cyber security expert who protects websites from hackers, Ken Causey, with Longest Tail Ai, and Matt McClellan, the co-founder of Hona a client communications portal!

In this episode, you’ll uncover the newest technology for law firms, discover how to choose the right technology stack for your firm, learn how to leverage AI and machine learning to save time and improve skills, and how to protect your website and other digital properties from hackers and cyber attacks. You’ll also come away with actionable insights to maximize the efficiency and productivity of your firm as they discuss how to utilize technology to assist in project management and client communications through the automation of everyday tasks.

Take your firm to the next level with a powerful tech stack, listen to learn more!

Timestamps:

  • 4:57 – The rise of artificial intelligence: Open AI ChatGPT
  • 7:03 – Introduction to expert technology panelists
  • 10:20 – Eric Baum with Parrot, AI-powered court reporting and transcription
  • 16:42 – Co-Founder of client communications portal, Hona: Matt McClellan
  • 30:01 – Selecting case management software with Patrice Gimenez
  • 43:16 – Protecting your business from cyber attacks: Blue Light IT Founder Amir Sachs
  • 47:58 – 2-Factor authentication and investing in a great MSSP
  • 51:11 – Ken Causey, the visionary force behind Longest Tail AI: AI-powered SEO for lead generation
  • 58:24Intaker, a law firm marketing automation tool
  • 1:03:14 – Avoiding 2FA with Keeper Securtity 
  • 1:09:29 – How to implement a new case management software
  • 1:13:49 – Watch the video on YouTube here

Mentioned Resources:  

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About Patrice Gimenez:

With over 23 years of experience in the legal industry, Patrice is an accomplished Information Technology Consultant. She specializes in assisting law firms of all sizes in selecting and implementing tailored software solutions to enhance productivity and efficiency. Throughout her career, she has played a pivotal role in introducing advanced technologies to drive growth and success in legal practices. As a former Chief Customer Advocate for a case management software company, she has a proven track record of boosting product adoption, improving customer satisfaction, and simplifying onboarding processes.

About Eric Baum:

Eric Baum, the visionary founder of Parrot.us, utilizes AI to revolutionize the legal landscape. With a passion for technology and a deep understanding of the legal industry, Eric pioneers innovative solutions, streamlining court reporting and other legal tasks. He is a driving force behind AI adoption in the legal field, focused on enhancing efficiency, accuracy, and productivity. As the driving force behind Parrot.ai, Eric reshapes how legal professionals approach their work, empowering them with cutting-edge tools for success in today’s evolving legal landscape.

About Amir Sachs:

Amir Sachs, the innovative mind behind Blue Light IT, is a cybersecurity expert dedicated to protecting businesses from cyberattacks and online threats. His expertise in cybersecurity strategies, risk assessment, and incident response has earned him recognition as a top-tier cybersecurity expert. Amir leads Blue Light IT in developing advanced cybersecurity solutions, securing your digital assets, and ensuring your peace of mind in an increasingly interconnected world.

About Ken Causey:

Ken Causey, the visionary behind Longest Tail Ai, pioneers AI innovation with a focus on practical applications. With a career marked by optimizing processes, problem-solving, and driving business growth through AI, Ken is a sought-after expert. As the driving force behind Longest Tail Ai, he pushes the boundaries of AI capabilities, helping businesses thrive in a data-driven world.

About Matt McClellan:

As the innovative co-founder behind the game-changing client communications portal, Hona, Matt McClellan has revolutionized how organizations connect and engage with their stakeholders. Throughout his career, Matt has consistently demonstrated a knack for developing intuitive and efficient communication solutions that empower businesses to enhance client relationships and streamline interactions. With his visionary leadership and dedication to seamless communication, Matt continues to help businesses deliver exceptional client experiences and build lasting relationships in today’s dynamic business landscape.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

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Transcript
Unknown:

Welcome to the 10 Golden Rules of internet marketing for law firms podcast, featuring the latest strategies and techniques to drive traffic to your website and convert that traffic into clients. Now, here's the founder and CEO of 10 golden rules, Jay Berkowitz.

Jay Berkowitz:king about technology back in:Eric Baum:s will go without a record in:Jay Berkowitz:

So congratulations. That's awesome, Eric. So you said that over 300,000 cases have absolutely no record, because there's a shortage of court reporters

Eric Baum:

here in the state of California. And that's in that's in a Senate bill that was recently introduced to allow for to allow for electronic recording, I would say it's almost safe to say that most if not all courthouses, state and federal, have now switched to digital or electronic recording of their hearings, because of the crazy costs and almost impossibility to have someone come in person or be present in person. For here.

Jay Berkowitz:

That's awesome. And can you just give us a framework for the cost to sign on with parodia?

Eric Baum::Jay Berkowitz:

And then what's the most practical application of it?

Eric Baum:

Remote depositions, remote depositions, remote hearings, it's cost significantly less than working with a vertex or an Esquire or US legal, there's no, there's no cheesecake factory price, you know, menu worth the price is on your invoice. It's very, very simple. It's one line item. So remote depositions, remote hearings, I would say that our ideal customer profile, you know, is insurance carriers, but as well as insurance events and plaintiffs injury, plaintiffs injury attorneys as well, you know, property damage, that kind of stuff. But anybody doing a deposition, anybody doing a deposition, or hearing remote hearing can use it.

Jay Berkowitz:

Great. So I like to take the chance to ask a few questions. And then we'll we'll open up the whole panel for questions at the end. So I'm going to introduce our next speaker. And next on my slides, in no particular order, is Matt McClellan. And Matt is the co founder of Hona. And as I mentioned, I spent the week I met three of his folks, last week, a Great Legal Marketing, and maths revolutionized how organizations connect and engage with stakeholders. And he's, you know, throughout his career, develop intuitive and efficient communication solutions. And that's kind of his thing. And so now, one of the things they're great at, is they created a client communications portal. And if I've heard this once, I've heard it 100 times, that the number one complaint people have about their attorneys, in particular, personal injury attorneys, but you know, every category of attorneys, is they don't get updates. They don't know what's going on with their case. And so really, this is designed to address that number one complaint. So without further ado, I'll introduce Matt and allow him to share his screen.

Matt McClellan:

Thanks, Jay. Appreciate it. So our tagline is perfecting the client journey. As Jay mentioned, clients get frustrated with their attorneys. And a lot of it's for no reason. The attorneys have technology that helps them stay in alignment case management, which is my background is so robust that you can go into any case, and typically no just about where that case is in the process. And so what has done is bridge the gap between the data that lives in your case management and what your clients actually experience. Now, we started with these theses clients want to be communicated with via SMS. If it's not automated, it's just not going to happen. Every law firm I've ever talked to pretty much says we have you know, client communication is one of our main goals. But a lot of them, it just doesn't end up happening because other priorities have to be hit. And so automation is really crucial to what we've built, as well. Clients want to understand at least at a basic level, what's going on in their case, things like chat, GPT and Google are these mediums where people can get information really quickly. And so clients will look into the information or more more likely they call and email in asking for, you know, basic questions about what's going on in their case. And additionally, clients and people in general, they want one central location where everything can be done and the interactions with the law firm are no different. So a lot of what we've built ties back to those theses, and I'll probably chat on those for a second. But here's how client expectations have shifted. You'll notice three technologies that probably all of you have dealt with the day Domino's Pizza tracker, you know that you're getting your toppings put on your pizza. And you're getting it either texted to that to you or kind of in a in a web interface, Amazon, they'll text you 10 steps before, like, when they're 10 homes away from your house, they'll text you, and let you know that, you know, it's almost there, UPS, so on and so forth. There's so many large corporations that have invested into technology that keeps clients updated. And because of that our experience with these companies is really good. And we want to keep working with them, and we're happy to work with them. So piece of that is proactive communication in one place. For all those things, a lot of its SMS driven. And then you give a consistent client experience, the average client experience is email. And email is not always the best medium to interact with your clients. It shows this was a survey done by MailChimp, that 20.89% of legal industry, emails are actually opened by clients or by people that are receiving the email clients also to understand those complex services. And then beyond that, they're just used to those notifications. Clients thoughts are typically where's my case that when am I going to receive my money? Is my attorney waiting on me? Or, God forbid, is my attorney even working? They just don't understand the process. And so these all these thoughts come to clients minds whether they're reaching out proactively to get these answers or not. Here's what our solution is, we tie directly into your case management software or law firms, case management software, and you can set up triggers, you could say, hey, when it moves to this phase, in my case, management software, send this message, when this task is complete, send this message to a texting and so that same number that they're getting their updates from, they can just text back and you can have a conversation with them. We have a Google review feature that when it reaches a certain stage, you can automate those Google review requests to go out. Net Promoter Score surveys throughout the case, you can get a gauge on you know, almost a temperature check. forms. If you need to gather more information, you can build custom forms that all get delivered via this one platform. explanations, FAQs, education, these are all really big things, I'm actually going to briefly jump into my phone, where all I'll mirror and show you what's going on as far as what it actually looks like live. This is the portal that when a trigger is hit can send updates through pretty reminiscent of a Domino's Pizza tracker or something like that. But it'll pull in the name of the case, it'll pull in what phase they're in. And this is all customizable. So your logo goes up to up top videos get embedded of the attorney, you can do whatever you want, as far as the educational aspects, frequently asked questions, we added this feature a little, you know, few months into the business going because our clients were saying, Hey, we get the same 10 questions just about every case, is there a way to get ahead of that. And so these FAQs, you can build them out to be phase specific, or, you know, practice areas specific whatever it may be. And then we let the clients look forward, because they want to know a lot of what's coming up in the future. And so you can build out as many phases as you want and do a lot of that stuff. Moving on here.

Jay Berkowitz:

By the way, you get a lot of tech points. If you can do a live demo of your phone, I love that.

Matt McClellan:

Oh, thank you appreciate it, we do it a lot automatic text messages based on completed tasks. Here's an example finished gathering medical records. If you click that complete, you can set it up to send this text message out. Hey, John, this is John with big city law, just let you know we've completed gathering all your medical records, we can now begin drafting your demand letter, there's nothing we need from you at this time, we'll be in touch if there's anything else, thanks. So messages like that, that are actually there automated, obviously. But you can make it seem granular a because you're typing in the names of the attorney and of the client. But also, it's actually getting fired off based on an action taken in the case management software. So those tasks get complete, messages can go off automatic. And it's all configurable to how the firm wants to do it. Here's some outcomes, some real outcomes from clients that we've been working with. And I'll also touch on where we've been around just over two years, we're growing really quickly. We have a lot of really happy clients. And a lot of it comes because we've taken a very end consumer approach to the software. Because at the end of the day, our software is most successful if your clients are having good interactions with their law firm. And so we've built a lot kind of, yes, of course, we're automated, integrated really deep with your case management. But a lot of what we build is meant to you know, supplement and increase the client experience for your clients. And so just quickly 74% reduction inbound calls from clients, this was a large firm, they had a receptionist staff to five people. And so 74% of inbound calls from clients were cut within 90 days of rolling out our system. A 70 employee law firm saves about 3.5 hours per employee per week after implementing Hona. This firm had really manual tasks to send updates and information to clients and a lot of that was automated saving three and a half hours for actual legal work to get done. A law firm went from 48 reviews 4.3 stars to 91 reviews in just three months out of 4.6 stars. And then it one of our clients. This is kind of just interesting. They were able to come solid eight three software tools into into Hona Review Management, a texting software and also a form software was all able to be tied together into one. And as far as that goes, I will just say the tagline perfecting the client journey. This is a mission, we love to hear feedback, we are always open to feedback from clients because technology is ever evolving. We have some really cool AI features in the work which since we kind of started with AI, I'll talk about the AI will see the cadence and history of conversations with you and a client. And it can actually prompt you proactively to say, hey, it's been five days since this person had a question about this, here's a suggested response you can give them. And so it'll, it'll speed up a lot of those client experience type pieces. And then also just suggested responses in general, if you get a text message in our system can suggest, hey, here's three options of how to how to respond to that. So taking away a lot of what you would normally type out or have to think, and bringing it all into with artificial intelligence making it happen.

Jay Berkowitz:

Well, that's really great. And I want to thank you both so far for staying on time. I know everybody's hustling through their slides, but everyone will appreciate it at the end. So a couple things I heard is that clients want SMS communication. And basically they want to know what's going on whether case, and if it's not automated, doesn't happen. And people have much higher expectations now for communication, because they can find out what toppings are going on their pizza. And, you know, we get that all the time, like hey, your, your orders packaged and your orders shipped and your orders in the truck, in your trucks in your town. So we get that kind of communication. And people want to know, you know, when am I getting my money? Is the attorney waiting on me for something? Or is my attorney even working? I had an accident, I went through that during COVID. You know, I was not getting communication. And I understood the frustration of the average consumer. And one of the things you said is really important, but really subtle. And you said that, you know, the reviews increased from I forget the exact numbers like from 41 to 90 and three months. But I think there's two really important factors. And people sometimes forget this. It's like, and I mentioned this earlier, like some firms are in constant improvement. And they're running Eos, or the Entrepreneurial Operating System. And they've got really good systems. And guess what those firms get five star Google reviews, because they run well. If you don't run well, and you don't communicate with your customers, you're going to ask them for reviews. And you're going to get fewer reviews. Now that's obvious. But why is that so important? While we were always talking on these webinars, and we're always talking to our clients about the importance of reviews, they're critical for Google Maps, they're now critical for the local service ads, and they're critical for your overall SEO. I think what you're suggesting that as the system improves the communication with the clients, they're not as frustrated. And it asks for reviews, but you're gonna get more five star reviews, because you communicate along the way my summing that up correctly.

Matt McClellan:

Yeah, you're assuming up great. And that's what I call a lagging indicator of of your client experience being really good. And so upfront, you're not going to get it. But as these clients really enjoy their experience with you, a couple things happen. One, your Google reviews shoot up, which helps on all the ways you just mentioned. But also they're more likely to refer you clients and be like an advocate for your firm. I recently heard it heard something where the guy said turn your clients into raving fans. And I think that's so great. Like they are salespeople all out, like you can't hire that many salespeople. But if you give and deliver a great experience that's basically like enlisting 100 Hundreds of salespeople out there advocating for your brand.

Jay Berkowitz:

By the way, I grew up with raving fans, because the book was written in Canada, and it's slowly spread. And now, you know, 30 years later, whatever. I don't know how old the book is. We use that term. But look it up pick the guys from Calgary. One more quick question before we move on to Patrice. And this is a little tricky sometimes. What number do you use for texting? Because a lot of times like the attorneys text directly. And other times it can be confusing because you're getting a text from the firm. And if you guys figured out how to have the firm name, and what if you get a text from the paralegal or the attorney?

Matt McClellan:

Yeah, so I'll make this brief. We have a fully built out like two way texting software. And so they're able to actually go into our app and send text to anybody. And as far as the social a paralegal and the attorney can send from the same phone number on their different computers. So that's one one way we've tackled that. And then beyond that, we can choose local numbers, which is usually what we'll do, we'll do a local number that has an area code for their where they're located. But additionally, some firms like to use it more in mass and that way we'll we'll buy them like a toll free number that allows them to send out things more in mass and use it for marketing. And so a couple answers to that, but but the gist of it is most of our clients no longer are texting from their personal cell phone, which is great because then they don't have your personal cell phone number and they consolidate Get all into our software.

Jay Berkowitz:

Awesome. Well, great job. Thank gonna introduce Patrice. Now, we were introduced by Steve Newberg and Steve did an awesome one of our past webinars on building your business. Like we call it the rainmakers webinar. And Steve's a great connector. And so he connected me with Patrice. And then Patrice. And I immediately, you know, referred each other to two or three different people. And she actually introduced us to Matt, so thank you for that. So she is an awesome legal connector. And for, she'll tell us the details, but 15 or 20 years, she was at one of the top case management software firms in the industry. And I think she told me, there's over 50 different case management firms. So I asked her to sort through case management for us and talk about, you know, what a firm should look at when selecting case management, and then how do they get it done. So hopefully, I summed that up? Well, Patrice, and we'll hand it over to you.

Patrice Gimenez:

Thanks, Jay. I was with child works. Case management for 17 years, we had a new investment group come into the business and we merged with needles and became a simply software which now offers Neos case management as a web based software program, I had great opportunities to be able to work with firms to be able to change the workflows, productivity, and efficiencies of their firm. And what I offer now for legal pad business consulting, is to be able to help firms with the whole concept of successful software implementation, and to bring firms into the 21st 25th century wherever we're gonna go, to be able to adopt software successfully. So digital transformation means a lot of things to a lot of people, a lot of different things. And what I've seen with digital transformation is that in the legal community, it was a word that became highly visible, and only in the last five years. And so why is that important? today? It's important because it was 20 years ago, that federal and state courts actually started requiring documents to be filed electronically. So what does that mean for software implementation. And so what we see is really mind blowing. For the idea that 70% of software implementation fails because of employee resistance, or lack of support, is something that unfortunately, I saw repeatedly. And believing that new software was going to be introduced without consideration of staff processes, was one of the easiest way to actually kill a project on the first day, not planning a realistic timeframe for the change management required for the workflows and processes, and cost of implementation reported loss of promised feature functionality now accounts for 84% of implementation failures, and 31% of the projects just never even get off the ground. The software and cost of supporting the software is all done and finalized. And yet those projects never ever move forward because of poor implementation plans. So why does so many implementation projects fail? You know, to begin with the scope is not considered done many times, you see that the budget that had been set aside for the purchase of new software was only designed to look at the per user cost. And you'd never considered the software vendors implementation fees that now could range between five and $25,000, depending on the size of your organization, most of the case management programs have gotten to where they actually separate these fees. It used to just really all be bundled in together for the cost. But now you actually see these as separate line items, you know, unrealistic expectations, were believing that the software was going to automatically improve the productivity and solve a lot of the problems and complaints that had been brewing with staff members. So that was an immediate recipe for disaster. And then the lack of onboarding and training. You know, any software introduced requires instruction, documentation, and support and training should actually continue and being ongoing for six to eight months. I after adopting new software, and then just the poor change management accounts for the highest requirement of attention, that's the one area that I see that most firms had failed at. And so if you can put together a good implementation plan you can't avoid for change management. And then lack of due diligence, what was the requirements for what you were trying to solve, you know, creating a requirements documentation so that you can evaluate programs, and then actually, modifying that plan is really what you need to do to be able to be successful with your software implementation. So benefits of a well crafted plan, you know, definitely making a plan in advance, clarifying the goals and develop a plan of action, sticking to the timeframes, making sure that you plan for trials or any other holidays and vacation plans to be able to keep the project on time, being able to stick to the budget. That's one of the biggest things that we saw that many times, folks just hadn't planned correctly. You know, as you're doing your investigation, and you're demoing different case management programs, you'll find that every once in a while, all of a sudden, you have a firm that you really are interested in. And yet it's going to take you 20% over your budget, well, maybe you need to just take a step back and do a financial consideration about the investment and be able to make a determine based on the current and future incomes. Use milestones to track the progress. There are most most case management project team members, they have their set of milestones, and you should have your set of milestones is designed to be able to keep both of you again, on track and to your goal of implementing the software. If the plan is being managed by mid level management, make sure you have regular check in so that you get upper management adoption. And you will then find that with the support of your upper management, you have better employee adoption, create a communication structure so that you can work through the implementation plan, making sure that everyone is apprised of the progress and the deadlines to avoid misunderstanding and skipped staff involvement. That's really key for me. So features of case management and J Thank you for allowing me to come and use my expertise and all of the development of software as we've seen in the last one years. And and these really are the basic features that every program that you look at should have included. So you want to think about document and email management, you want to make sure that there is document automation, to be able to certainly help with the demands of a caseload by the paralegals and legal assistants. You want to have automated calendaring and track case dates and deadlines. I know that this is one of the hardest things to be able to you know as, as Matt discussed about different phase of a case to be able to tie in maybe communication with your customer, you want to be able to make sure that the staff members who are responsible are actually marking case dates and deadlines as being completed. You want to track case medical and other financial consideration the idea that you have your case costs, you have medical expenses that you're trying to track that actually gave you values of your case that you're managing for your client and anything else that would be a consideration on the financial valuation of a case. My advice is that every firm should be tracking time. And you want to track time for for both efficiency and for billing purposes where appropriate. Knowing how much time an employee has invested in a case allows the firm to be able to make decisions on efficiency and assigning tasks and maybe actually accepting cases, track projecting settlement amounts and dates. You want to you want to make sure that you have the ability to be able to estimate cash flow for in case cash flow management by using projections for case amounts and dates. You want to make sure that you're able to track multiple matters for a single client whether that's on the corporate side I'd or on the individual side, you want to have the ability to be able to collaborate with outside and referral counsel, whether that's really collaboration on document creation, or to be able to have certain functions of the case handled by an outside counsel like trial, you want to be able to transfer the information to them easily. And then there's basic analytics and reporting, you know, what's available as the basics, you should be tracking case data information, deadlines, and then productivity. So now that you've thought about your implementation plan, and you know what the basics of the case management software that you're looking for, in today's world, you have two choices. You have cloud software, and you have on premise software. So how do you choose between which one is the best for you, cloud software is going to give you the flexibility of being able to access that software from anywhere on any computer or tablet. So that certainly enables you to be able to travel more frequently and not have to carry equipment around with you. You also have scalability, you can use features up and down depending on the needs of the firm, and be able to turn that on, on or off through customization process. And it's the cost of required hardware, infrastructure and maintenance is greatly reduced when you have cloud software. So what's the benefits of having on premise software, you have security, and you're totally in control with your own server. Certainly, our cybersecurity gentleman is going to be able to help us on some of the justifications possibly for having on premise software, but your performance, maybe you're in an area of the country that's limited and internet and performance on your internet. And so you need to be able to run software locally. And then desktop features. Sometimes depending on your practice, there are some features that are available only in an on premise software. And so Cloud equivalents are not able to be able to offer that type of customization. But that's getting to be less and less. And so finally, once after you've chosen your case management, one of the things that I can do to help you whether it's to help you create your implementation plan to be able to help you evaluate the right case management software program for your firm, my services, or to be able to put together that solid implementation plan that's going to give you the ability to be successful, and to be able to have happy staff on the first day that you go live. And I'm happy to offer today's attendees a free 15 minute consultation. We can work together to be able to have a better understanding of what your firm doing, to be able to see how I can help you with your implementation plan.

Jay Berkowitz:

Thanks, Pat. That was great. And I got through a lot real quick. So thank you. And I'm gonna save a couple questions for you and get right to Amir, and Amir. His task today is to try and help keep us all out of trouble. And his company blue light, it is a leading cybersecurity firm. And we've all heard about the casinos getting hacked and cities getting hacked. And they hold those folks up for Bitcoin payouts in order to get all the data back. So with that, Amir, tell us how to stay safe, please.

Amir Sachs:

Yes, good afternoon, everyone. I want to start by thanking Jay met Eric and Patrice so so beautifully about AI and automation and data collection and digital transformation. And all these things lead us to one place. And that one place is how do we protect all this data? So attorneys and cybersecurity as we stay protected. I really, really, really hope right now that I don't have to explain anyone why cybersecurity is important. But we can start things have changed. Cyber attacks are way up. Everybody's a target. The real question is, if you get hit by cyber attack, would you know what to do? Who would you call? How would you handle this? Hackers find legal lawyers information? Gold, they love lawyers. They love hacking lawyers. And let's find out why. Why do hackers want your data? Most lawyers keep Palace sensitive data. We all familiar with client attorney privileges, confidential information. I just want to tell a quick story. I got a call from a divorce attorney. Probably last year sometime they were hacked. And he asked us what to do. We couldn't really help much. But we realized he has a backup plan. And we said, just restore from backup, everything is good. Which they did is it guy worked for three days straight and managed to recover everything. And then he did one thing, which nobody was happy about. He sent an email back to the hackers. And he told them, you're not going to see a cent from us, he used the not so nice words in the communication with them, it'll be restored in from backup, and you're not going to get any money from us. In return on Friday morning, all the partners in the firm received an email with a very high profile, divorce case, they were running at the time, all the documents, revealing all the sensitive documents revealing exactly what the husband has, and all the internal investigations that they did between themselves, which was obviously privileged. And they said if we're not going to get paid, and they tripled the ransom request, if we're not going to get paid, that we're going to send this information over to the attorneys of the wife, obviously, none of us want to be in that situation. We see a lot of lawyers get hacked, the damage, the reputation is irreparable most of the time. How do they do this? hackers do it. You know, in many, many ways. Sometimes they are just lucky. When they stumble upon an open network that is easily hackable. They will send you phishing attacks. Phishing is an email that pretends to be from one person. And it's actually not from that person. Stolen stolen passwords. If you ever registered on a website, and you gave your email address and a password that gets that website gets hacked, you and you reuse the same password somewhere else, they will use that email address and password in multiple places. We see we see a lot of wire fraud for lawyers, where it's called a business email compromise the sent they take your email, they live inside your email, they wait for you to send an invoice or to receive a request for payment and they pretend to be the other side and say Please wire the money to this bank account no to that they can count. One is one of the biggest dangers that we find with lawyers is infected documents you get an email from somebody says hey, can you can you represent me, all the information is in the PDF document or the word or the Excel or whatever file it is. The file is loaded with a virus or malware you open up the file and you've infected your computer. We have insurance for these things. Right? The question is, do you have cybersecurity insurance? If you do, think to yourself, how will it help protect your reputation because once you get hacked, you get hacked, they all the insurance will do is give you money, if they will give you that money. Like we know insurance companies don't like to pay out money. And they will find everything they can to not pay that money out. And they will claim gross negligence. One example I can give you is in the form that you fill out for cybersecurity insurance. They ask you do you have two factor authentication enabled? And most people will go to their IT guys and say can you enable two factor authentication and they will put two factor authentication on emails but then nothing else. So when somebody logs into a server, there's no two factor when somebody logs into the website, there's no two factor. And when that happens, they'll come in and say, well, we don't know exactly where they came in from. But you said you have to factor authentication, but in but you don't. So we're going to reject the claim. Insurance phase if they do decide to pay you they'll pay you money back they will not guarantee the recovery and recovery of the data. How do we solve this? Okay, so what you need to do is you need to have a cybersecurity risk assessment. Another way to call risk assessment is a gap analysis. It's basically where you are where you need to be and what is the gap. There is two issues that go together with cybersecurity risk assessment. One is you have a fiduciary fiduciary duty to keep the data safe. And you probably fall under some sort of compliance that you need to work through. The beauty about my business and why I enjoy the so much is we wake up to a new reality every morning. Today's tech is going to be old tomorrow and the technology that we're going to be using in our business in six months time. hasn't been invented yet. It keeps us on our toes all the time. Hackers are changing the ways constantly, just like criminals find different ways to steal from unsuspecting consumers or from companies. My suggestion to you is make sure you're doing everything in your power to mitigate risk. At the minimum, enable two factor authentication and increase your privacy setting to the maximum, invest in a great MSSP. MSSP is a managed services security provider. It's an IT company that focuses solely on cyber security. They leave the cyber world and they know exactly what's going on. And just like Matt mentioned earlier, AI is great when used by you, but at the end of hackers could pose a serious threat to your security.

Jay Berkowitz:

That's awesome. Thank you so much. I did not a couple of questions for you. And I'm going to come back to right after can. And we go to a panel. Next up is Ken cozy. And he is the visionary force behind longest tail AI. And I recently met Ken and he was showing us how they're using AI for search engine optimization. So with that, I'll turn it over to Ken. And he will be our last presenter and then we'll open up for questions.

Ken Causey:ords out there, usually about:Jay Berkowitz:

No, that's great, Ken, thank you. You know, it's so fascinating. And I'm sure we all want to learn a lot more about it. When you said you trained the six agents. So you basically created AI versions of six roles. That would be like in a traditional SEO team. And then they're asking you questions in Slack. So the one I wanted to hear about first?

Ken Causey:

Yeah, so if they run into a problem, they will post about it in Slack and say, Hey, what should I do hear and they can actually take whatever you give them and change what they're doing based on that. And there's more than six, we've got project managers in there. We've got all kinds of stuff that run different roles.

Jay Berkowitz:

And so the AI is actually asking questions. Yes.

Ken Causey:

So like, if you've played around with agents at all, they tend to get into loops. And so what we found is that by having them hit certain points, where if they see something happened three times, they post in Slack and say, this is the result I'm getting, and we can respond in Slack. And it will change what instructions I have.

Jay Berkowitz:

We love intake or by the way, Puya is still the leading. We've been doing this these monthly webinars for about four years. And he's been on twice. So he's he's I think tied for the lead in the parents is on the 10 Golden Rules webinar series. All right, I promised Patrice a question and I've got one for Amir. And then we'll we'll open things up, Patrice. I think you said there's 54 you've counted so far different case management software's out there. And what are like the top three factors firms should explore? When they're trying to determine which if they're switching, you know, they made a decision, they're switching case management software, what are like the top three things that they should look at?

Patrice Gimenez:

You know, I think the truth is, is that, you know, I went over the basics of what you should expect to be in a program, and those should just be assumed that they're there. And so, you know, it depends on if the firm is into analytics, or if the firm is in to some specialty type of law, like immigration or homeowners collections that needs to have some different functionality. But for the most part, you know, the automation portions of a case management program, I think should really be considered, and the usability of it. And so that means you got to get your staff involved. It can't just be the managing partner that's making the decision without knowing how the staff functions in their roles. And so how many things can you get automated to be included in the software that you're looking on? But that's one of the things that like drew me to hone up was how much automation then could be given to that program to take that workload off of stuff. So I think that's really important. That's great.

Jay Berkowitz:

Amir, you know, you mentioned the importance of second factor authentication. And we've really run into a challenge with second factor authentication, because everything wants second factor authentication now, and they want it like every 10 days. And so a lot of it's falling on my plate, because I have the email on the cell phone, you know, what's the best way for firms to deal with that? Because I find it it's also, you know, it's almost at the point now where it's, it's a negative, because there's so much second factor authentication that, you know, someone could ask me for a login, I'll just give it to them. I don't even look at what it is anymore. So what's the workaround there?

Amir Sachs:

So if I hear you correctly, you have one login, one username, one password, and one two, factor authentication, and everything comes to you. That in itself poses a security because really, if we compare that and we make an analogy to real life, you have one key to the office, and every time somebody wants to go in, you have to give them the key. Ideally, what you should have is a key for every person, each person has its own unique key. So whatever platform you use, that you need to give people access, you should have a username and a password purpose, and an IT person is going to have their own two factor authentication. By doing that, if anything goes wrong with the platform, you're going to have a log of some sorts that going to say, John, who logged in at 742, on Wednesday, deleted the file or planted something or did something malicious. And now you know who's doing that, when they're all using your username and password and something goes wrong, or fingers are being pointed at you. So, yeah, it could become a pain. I can tell you that. For those of us who use Microsoft 365 is the email platform correctly configured, they've just launched a what they call a web login, where you don't even need to supply a password, you put in your email address, your phone will beep with the code, you will have to enter the code on the screen and you are logged in. So yes, the big tech companies know and understand the pains. But the solution to your specific question is to have individual accounts for everyone.

Jay Berkowitz:

Yeah, we definitely have different logins and passwords. For every product we use, like every software product, but some of the software products, it's very expensive to have multiple users. So in the last past you'd like something like that.

Amir Sachs:

We LastPass is, is no word in our industry. They've been hacked multiple times. And every time they got hacked, they said we didn't lose any data. And then the second time, we say we only lose, we only lost partial data, but nobody can get it if they don't have that special key. And eventually, eventually, the one of the developers home was hacked, and they managed to retrieve the missing key to open the lock. There is a software we use called keeper security. You can share records between each one the keeper platform is zero knowledge. In other words, the platform itself has no idea what's inside the vaults. The only way for you to know what it is is to provide a special key. So this full on encryption. You can share records within keeper security of username password and two factor authentication which will prevent you from having to give somebody that to FA every time and we didn't keep her within the password management system itself. There is a log that says Eric access this log at this day at this time met X listed in yesterday at seven and Patrice use that yesterday at eight o'clock in the morning. And Ken has never used it. So you have some sort of a log in ke or Kwe are keeper security. Okay, great.

Jay Berkowitz:

Well, we'd be happy to take some questions. So you can go through the chat, the q&a, the LinkedIn questions, so please post any questions you have for the panel now. I had a couple more so unless I see questions coming in quickly, I'm going to jump in for Eric, tell us more about the pizza recommender app. So

Eric Baum:. What it does is it compiles:Jay Berkowitz:

So you don't tap into Dave Portnoy's barstool or it does all my buddy Craig has worst pizza.com. It scrapes all of them.

Eric Baum:

But we want to be a fun widget to add to the legal technology that we're also providing.

Amir Sachs:

Jared asked what are past keys? Are they better than passwords. Because we are living in an evolving world, the AI guys will be happy to tell you that whatever was true yesterday is not true today anymore. And things change so rapidly. So fast keys have multiple definitions pass keys could either be hardware keys, we have a little USB stick or a ring on your finger. And you can put it in to authenticate the QR who you say you are. Past keys can also be two factor authentication. They are different to passwords. And eventually, what I mentioned about Microsoft implementing the two factor authentication via their app is very similar to pesquisa. Hope Gera that it answers your question, and you're more than invited to contact me after the show and ask any other questions. If you have

Jay Berkowitz:

the next questions from Boaz, can you please ask the mayor to elaborate on what's included in the si s are a?

Amir Sachs:

Sure. So the cybersecurity risk assessment, like I mentioned before, is a gap analysis. It's a two step process. The first step is we sit down and we interview the stakeholders, the key stakeholders. So that will be the partners, the CFO, management on the ground, and we asked them about the role of technology in their business. So that we understand what it is that they're that is happening with regards to technology inside the company. Usually what we find when we do when we do the interview session is that the partners say, Well, we have a backup, we backup everyday to the cloud. And we have a recovery time of three hours and whatever the case is. And then when we speak to the IT guy, or two management, they say, No, we don't have the budget to backup, the budget was cut because we needed to do A, B, C, or whatever the case is. So we find gaps between the people working in the login in the organization. And the second step of the risk assessment is a technical risk assessment where we emulate an attack on the company, from the inside from the outside, on their websites on every single piece that is available invisible to the world to the world. And we develop a risk profile. And we show them look you have 60 computers or 12 computers, six of them don't hasn't had Windows updates in three months, three of them have all software. Right now we are doing a risk assessment for for a real estate law firm, and they have eight computers, and three of them are completely vulnerable. I mean, if somebody coughs in the office, the computer will get hacked. And then we present those findings in a meeting we showed them the risk and let them make a decision how they want to manage the risk.

Jay Berkowitz:

A great question from Ted for Kim. The Google has the new pa people also asked section. How does your software address answering questions in SEO?

Ken Causey:

So we are grabbing those frequently asked questions. And we're incorporating FAQs, through proper schema markup into our articles, and then also on to our websites in general. So we're constantly monitoring those questions. And hopefully, our site's gonna get started showing up again listed in those also,

Jay Berkowitz:

what do you think the secret is to get listed in those pas proper schema

Ken Causey:

markup? There's a lot of technical stuff that goes into it. We did a trial with a mass tort client. And we ranked 300 articles on the first page of Google in 30 days. And we managed to get about 10% of those to number one and in a knowledge box. And I think was combination of the proper schema markup combined with a bit of authority that their site already had nothing they had a lot of pages before, but mostly making it something that Google can actually read. That's wild.

Jay Berkowitz:

Next questions from Carol, and it's for Patrice, can you tell us about how to do implementation for a new case management software? It's always so much work and so much complexity from what I've heard.

Patrice Gimenez:of technology change. There's:Jay Berkowitz:

Another question for Matt, you said that there's a 74% reduction in inbound calls when people use the software. Can you expand on that? And what's the benefits to the firm? Besides the obvious?

Matt McClellan:

Yeah, so that was one firm who had like really robust call tracking software where they were this positioning every single phone call that came in for months before. But yeah, so client inbound calls are very common. Sometimes it's simple. Where's my case that sometimes it's, you know, whatever it may be. But the firm that we do that case study with specifically large volume, and were dispositioned in their calls before, that's the only way we were able to track and have that data.

Jay Berkowitz:

Okay, great. And then now let's do one last question. Again, it's from Jerry Parker. Eric, did I hear you say the total cost for deposition using your technology is $150? Is the total is that preside? What if the parties want to certify transcript? Do you have certified stuff for every state?

Eric Baum:

Yes, thank you for the question. So I could certainly follow up when we have a bit more time with specific pricing. It's 150 is going to cover the first hour and the appearance fee for the court reporter as well as for the rough draft, the real time the clip cutting and the videography. If you want a if you want to certified that the reporter will be able to obviously certify and is admissible in court. That is extra. But the huge efficiency piece of this right is that we know the number more than 90% of cases do not go to trial or not going to serious litigation. So this gets you within 90 minutes gets you a night of near verbatim transcript. And you never have to order a certified unless the case is proceeding to a serious hearing or trial and you want to attach the transcript. The whole goal right is is that you need to do your depo summary your case prep, and you see what happens. And we give you the ability to click and play any part of the proceeding to get a verbatim transcript. And there's no takedown fee. There's no no right fee that doesn't exist with us. It's all very much about being efficient.

Jay Berkowitz:s of:Unknown:

Thank you for listening to the 10 Golden Rules of internet marketing for law firms podcast. Please send questions and comments to podcast at 10 Golden rules.com That is podcast at t e n Golden rules.com