EP070: Legal Tech & Case Management Expert Patrice Gimenez

This episode is PACKED with everything you need to know to get your law firm's tech on the cutting-edge. Join one of the world's leading law firm technology and case management software experts, Patrice Gimenez in this fun, lively conversation with our host Jay Berkowitz. Dive deep into the best tools for case management, the best strategies for law firm technology efficiency, and discover which popular legal CRM software will stop working in the next 24 months.Timestamps:●   00:04 - Introduction to Ten Golden Rules podcast●   00:26 - Intro to Patrice Gimenez + check out the 2024 Business and Marketing Planning webinar●   01:15 - Download the 2024 business and marketing planning workbook●   02:08 - A look into Patrice’s background: Miami, the legal industry, & software development●   05:26 - Discover the Rainmaker’s playbook with Steve Nudelberg●   06:36 - The story behind Trialworks, a partnership between Patrice and Rob Steinberg●   08:42 - The basics + benefits of using case management software for law firms●   11:09 - Microsoft 365 moving to web-based solutions in 2024●   14:29 - When to invest in a case management program + products to stay organized: Microsoft Planner, Clio, & MyCase●   18:20 - Patrice’s Top 5 recommended legal technology solutions: Filevine, Smart Advocate, Assembly Software: Neos, ZenCase, Litify by Salesforce●   19:50 - AI podcast interview with Filevine expert Dr. Cain Elliott●   23:34 - Transitioning to her own consulting business + services offered – LegalPat.com●   28:13 - The connection between intake and case management: Lead Docket & Intaker●   30:53 - The importance of Google reviews for SEO optimization●   34:30 - Advice from high school Patrice: be careful how you judge technology●   36:44 - Productivity hacks and tools: Microsoft 365, Clockify, QuickBooks Online, Canva, Luminar AI●   39:44 - Book, podcast, and YouTube recommendations●   42:22 - Outro: contact Patrice at legalpat.com or connect on LinkedIn! Book + Podcast Recommendations:●    Never Split the Difference by Chris Voss●    Start with Why by Simon Sinek●    A Bit of Optimism with Simon Sinek●   Tom Bilyeu’s YouTube●    Impact Theory with Tom Bilyeu●   Victor Antonio’s YouTube●    Sales Influence Podcast with Victor Antonio●   Dan Martell’s YouTube●    Buy Back Your Time by Dan Martell●    Growth Stacking Show with Dan Martell●   The Nudelberg Daily Huddle with Steve Nudelberg Mentioned Resources:●   Subscribe to Ten Golden Rules on YouTube●   Check out the 2024 business and marketing planning webinar●   Download the interactive workbook for the 2024 planning webinar●   Connect with Patrice Gimenez on LinkedIn●   Connect with Ten Golden Rules on LinkedIn●   Follow Ten Golden Rules on Facebook●   Connect with Jay Berkowitz on LinkedIn 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 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.About the Ten Golden Rules Internet Marketing for Law Firms...