In this episode of The Florida Bar Podcast, host Adriana Linares interviews Practice Panther Vice President of Accounts Mor Assouline, Clio Director of Sales Engineering & Strategic Solutions Joshua Tanzola, Rocket Matter CEO and Founding Partner Larry Port, and MyCase Senior Customer Success Manager Marielle Levy about cloud-based practice management programs. The interview begins with a group analysis of topics that customers most frequently ask questions about, such as security and data migration, and how each respective company handles these inquiries. Josh explains what change management means in regards to practice management programs and Mor gives examples of why cloud security is safer than traditional file keeping methods. Larry discusses the importance of client portals and how difficult it can be to transfer client data from old systems and Marielle stresses the importance of two factor authentication. The interview closes with a group review of client accounting needs and how each company's software addresses them.
Mor Assouline is the vice president of accounts for Practice Panther. He received his Bachelor of Arts from the Florida International University College of Business Administration.
Joshua Tanzola is the director of sales engineering & strategic solutions for Clio. He received his Bachelor of Arts in business from The University of British Columbia.
Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession and cutting edge technology. He frequently discusses marketing, design and efficiency, and quality techniques in the software industry that can be leveraged by lawyers and legal professionals.
Marielle Levy is the senior customer success manager for MyCase. She received her Bachelor of Arts in Political Science from the University of California, Santa Barbara.
At the 2016 Annual Florida Bar Convention, Renee Thompson interviews Jonathon Israel, Rod Bruce, Eddie Lebranda, and Christine Bilbrey from The Florida Bar’s Practice Resource Institute (PRI). The PRI is a free online resource for Bar members providing assistance in firm management, trust accounting, job acquisition and hiring, technology, and the details needed to start or close a law practice. In this episode of The Florida Bar Podcast, director Jonathon Israel walks us through useful tools and resources the PRI offers, including technology CLEs and administrative forms. Practice management advisors Christine Bilbrey and Rod Bruce discuss how easily Florida lawyers can get assistance and answer some of the most commonly asked questions. Eddie Lebranda, an advisor for the career center, tells us about new opportunities the PRI offers including resume formatting, online career fairs, and more! Tune in to hear about how the PRI can help you.
Jonathon Israel is the director of the Practice Resource Institute, the practice management assistance service for The Florida Bar’s membership.
Rod Bruce is a practice management advisor for The Florida Bar PRI. He has a background of almost 20 years as a legal administrator and a paralegal.
Eddie Lebranda supports the career center. He consults and advises employers on how to best promote open positions and assists with job seekers navigating the PRI’s website.
Christine Bilbrey is a practice management advisor for The Florida Bar PRI. Previously she was a law firm administrator in Pensacola, Florida.
Many lawyers are noticing a rapid shift in client expectations as the number of millennials seeking legal services expands. What options are there for law firms that embrace new technology and want to provide a more effortless customer experience?
In this episode of The Florida Bar Podcast, host Adriana Linares talks with Clio co-founder and CEO Jack Newton about his organization and the benefits that the cloud can bring to the practice of law. Jack opens the interview by giving a brief history of how Clio was founded. Using client feedback, Clio added software features aimed at helping lawyers increase their workflow and grow their firms. Jack reveals that Florida has their highest user density in the United States and explains how customer growth led to the company eventually providing advice (through e-books, white papers, and talks) to their clients on best practices and how attorneys can embrace the cloud. He also covers his top reasons legal professionals should use the cloud, including increasing the ease of managing a caseload and issuing bills to consumers that are payable online. Additionally, he addresses ethical concerns attorneys have regarding using these services to store confidential data and privileged client information.
Jack discusses the impetus behind the creation of the Clio Cloud Conference and their mission to provide the best of legal education and industry thought leaders who are improving the practice of law. He closes the interview with an analysis of law firm data security concerns and how cloud services solve those issues via protected client portals.
Jack Newton is the founder of Clio, one of the pioneers of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security-, ethics- and privacy-related issues surrounding cloud computing, and has become a nationally recognized writer and speaker on these topics.
Jack has recently joined the board of the International Legal Technology Standards Organization (ILTSO), where he will help the organization craft standards for law office technology. He also co-founded and is acting president of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry.