Invite Only Legal Tech
Gone are the days of exclusively face-to-face communication. In today’s interconnected world, we’re leaning into a digital revolution that’s changing the way law firms work.
Being in the thick of it, I’ve seen first-hand how technology tools for law firms have radically enhanced the way they function, benefiting not just our clients but the working professionals on staff, too.
We’re talking about lightening the load for paralegals and attorneys, getting rid of mundane tasks, and driving towards a slicker, faster way of doing things. Interested? Explore our AI tool or swing by our blog for a glimpse of some of the different strategies we’re deploying at Meyer Wilson to crank up operational effectiveness.
SalesForce is the best CRM in the world because of it's customization potential. Litify is built on top of it with countless integration partners, allowing for one source of truth for the entire firm for those who buy in.
If you're not looking at what your competitors are doing, are you even trying? With a ton of reporting tools, it makes keeping up on their new PPC ads, keyword strategies, and rankings easier.
Like assembling software legos, this is one of the most simple tools for automating mundane tasks. No coding is required and it serves like a software bridge between programs, applications, and even AI.
Claude Sonnet 3.5 is simply the best model available right now for writing and now that custom tools are allowed their API is more appealing than ever. ChatGPT's new o1 update may change this as we test it, but know we're always working to stay ahead.
A simple but effective software with a shocking level of depth and complexity available to you. This handy little program is like a Gantt chart on steroids in all of the most helpful ways. If you like a top down perspective on your projects, you're going to love this.
Integrate directly with your CRM to automate the creation of a lead every time someone calls one of your phone numbers. With analytics for web forms too, it's an all in one digital attribution solution.
Fuse top-notch law firm tech with an already stellar law firm, and you can expect some pretty impressive outcomes. Want to know just how impressive? Let’s look at the numbers:
Increase in Signed Clients
After One Year of Changes
Increase in Projected Revenue
Only Increasing Spend By 30%
Organic Lead Increase
After Auditing Vendors and Deploying AI
Not a lot of material out there for this kind of stuff. I have typed enough of this stuff out already over email that I might as well go a bit further to share them with everyone.
Tools I like, pitfalls I've found myself in, projects I'm undertaking, and anything else that might feel like sharing. No promises on it all being useful though.
I don't have sponsors, but I do have tools that I leverage everyday to make my job and thus my life easier. Whoever built them deserves love, no matter how large they are.
I’ve been fortunate enough to share my experiences and insights at several legal industry events over the past couple of years. Each opportunity to speak has been a chance to learn and grow, both personally and professionally.
In 2023, I had the privilege of addressing the New Attorneys Committee at the OAJ Annual Convention, discussing the evolving landscape of legal operations and technology. It was incredibly rewarding to connect with early-career lawyers and explore how technology is reshaping our field.
In 2024, I was invited to speak at the MTMP Spring Conference as well as the PIABA Annual Meeting, focusing on AI technology in law firms and our legal practices. I’m humbled by these opportunities and excited to engage with colleagues from across the country as I continue to do more.
These speaking engagements have been more than just presentations – they’ve been valuable experiences with new people and perspectives. I’m grateful for every question asked, every insight shared, and every connection made. As our legal landscape continues to evolve, I look forward to more opportunities to learn from and contribute to the legal community.
Legal Operations and Technology
Leveraging AI Technology
AI Technology in Law Firms
Artificial Intelligence and its Impact on Our Practices