Переходьте в офлайн за допомогою програми Player FM !
Stuck in the Middle: Tech in Elder Law with Jamie Haroutunian
Manage episode 410420756 series 2891970
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
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jamie Haroutunian
- james@hlawoffice.com
- https://prioritylaw.com/
- https://www.linkedin.com/in/james-haroutunian-1331ba6
144 епізодів
Manage episode 410420756 series 2891970
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
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- www.linkedin.com/in/jaredcorreia/
- Connect with Jamie Haroutunian
- james@hlawoffice.com
- https://prioritylaw.com/
- https://www.linkedin.com/in/james-haroutunian-1331ba6
144 епізодів
Tutti gli episodi
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.