119: Automate, Communicate and Innovate with Tech Experts Edward Kirk, Jay Sarmaz, Kellen Brown and host Jay Berkowitz

Ten Golden Rules Internet Marketing for Law Firms Podcast

Automate, Communicate and Innovate! At our most recent live event I had the privilege of hosting a stellar panel featuring Edward Kirk, Kellen Brown, and Jay Sarmaz, where we explored cutting-edge tools that are transforming business marketing and client engagement in the legal industry. We dove deep into the role of technology in enhancing everything from lead tracking to case management and client satisfaction. Edward introduced us to Supio, an AI-native platform tailored for law firms, helping attorneys analyze complex data and expedite case work. Kellen showcased Crystal Knows, a groundbreaking tool that uses DISC personality profiling to optimize communication and sales strategies. Jay from Case Status walked us through their client engagement platform that lets firms manage client relationships like a "pizza tracker," enhancing both satisfaction and referrals through innovative features like AI-recommended responses and multilingual communication.

Our discussion emphasized how adopting focused technology solutions can streamline operations, boost client satisfaction, and ultimately drive growth. From understanding the ethical use of AI to leveraging tools that simplify communication or provide real-time insights, these technologies aren't just add-ons—they're becoming essential for competitive success. If you're in the legal industry and looking to future-proof your practice, this episode is packed with insights and actionable advice!

Key Topics

• 02:22 The importance of technology in the legal field.
• 03:05 The various ways clients can interact with law firms, including referrals, SEO, and social media.
• 03:30 The importance of tracking leads and using technology like call tracking numbers and intake technology is highlighted.
• 04:06 The role of Lead Docket, a FileVine product, in tracking and assigning leads.
• 04:20 The significance of CRM (Case Management Systems) in tracking cases and their progression is discussed.
• 04:58 Case Status, describing it as a banking app for clients to track their cases.
• 06:52 Supio as an AI-native tool designed for plaintiff lawyers, focusing on medical data, bills, and trial data.
• 06:17 The tool helps lawyers find insights, draft motions, and summarize cases using AI.
• 10:19 The importance of using the right AI for legal tasks and the risks of unreliable results from unethical tools.
• 12:34 Supio's AI assistant interacts with medical data, providing insights and drafting assistance.
• 14:00 The tool's ability to speed up cases and free up time for lawyers to focus on client interactions is highlighted.
• 14:35 A success story of a firm using Supio to win a half-billion-dollar verdict by accessing medical records in real-time.
• 15:30 The tool also helps with other types of data, such as depositions and expert reports, using a feature called Deep Dive.
• 17:01 Supio simplifies the process of extracting line items from medical bills and creating a ledger.
• 18:05 The tool's ability to check the eligibility of medical bills and generate reports is discussed.
• 18:50 Supio's drafting feature helps lawyers tailor demand packages and letters using AI.
• 20:10 The importance of integrating Supio with existing case management systems for seamless data flow.
• 28:38 Jay from Case Status, highlights the tool's ability to provide a banking app-like experience for clients.
• 30:08 Case Status helps law firms improve client satisfaction and operational efficiency.
• 31:23 The tool's client onboarding process is described, including the use of text messages and app download links.
• 34:08 The tool's ability to predict client sentiment and provide translations for multilingual clients is highlighted.
• 35:34 The importance of measuring client experience through Net Promoter Scores and referrals.
• 38:14 The recommended responses feature, which uses AI to draft responses based on firm data and previous conversations.
• 39:55 Case Status’ new product in works, case sentiment.
• 41:10 Success stories of firms improving their response times and client satisfaction scores.
• 42:54 The tool's integration with major case management systems and its ability to save time for law firms are emphasized.
• 48:43 Crystal Knows, the tool's ability to provide personality insights from LinkedIn profiles.
• 50:55 The DISC personality framework and how Crystal Knows uses it to predict communication styles.
• 52:04 The tool's ability to provide high-level do's and don'ts for communication with different personality types is discussed.
• 53:08 Example of using Crystal Knows to understand and communicate effectively with a friend.
• 53:28 The playbooks feature, provides detailed communication strategies for different personality types.
• 55:02 The tool's ability to enrich CRM data and provide insights during virtual meetings is highlighted.
• 56:05 The calendar integration feature provides personality predictions for upcoming meetings.
• 56:38 The tool's ability to help users understand and improve their own communication styles is emphasized.
• 1:01:25 The breakdown of disc types and how to deal with them in the first 5 seconds.
• 1:10:25 The panelists answer questions from the audience, including integration details and the ease of adopting new technologies.

Resources Mentioned

Apps:

• Supio's AI Solutions
• Case Status
• Lead Docket

Websites and Online Platforms:

• Crystal Knows

Case Management Systems:

• Litify
• Filevine
• Smart Advocates
• Clio

About Edward Kirk:

Ed is the Head of Partnerships at Supio, where he merges 12 years of legal acumen with a specialized focus on B2B legal tech sales. A graduate in Law from the University of Law, London, and History from Royal Holloway, Ed spent several years as a family lawyer at Simons Muirhead Burton in London, UK. Transitioning into legal technology, Ed was the Head of North America & UK at Settify. He successfully drove the company’s expansion across three countries through building collaborative relationships. Ed has cultivated an expansive network among the legal and legal tech community across North America and the UK.

About Jay Sarmaz:

Jay is the Vice President of Data & AI at Case Status, bringing over 14 years of experience in Data & AI, with a specialized focus on legal technology for the past five years. Known for his innovative approach and deep expertise, Jay is passionate about transforming the legal tech landscape, particularly in client engagement. His decision to join Case Status was driven by a shared commitment to innovation and impactful solutions. As Case Status continues to set new standards in client experience and operational efficiency, Jay’s leadership in data and AI initiatives plays a pivotal role in driving forward the company’s mission and vision.

About Kellen Brown:

Kellen is a Customer Success Manager at Crystal Knows, where he empowers clients to unlock the full potential of personality-driven insights. With a focus on fostering meaningful client relationships, Kellen works closely with organizations to integrate Crystal’s AI-powered personality tools into their communication and sales strategies, improving team dynamics and client engagement. Known for his proactive approach and commitment to client success, Kellen leverages his expertise in customer relations to ensure that clients not only meet but exceed their business goals with Crystal Knows.

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 publications worldwide.

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