The Benefits of Preemptively Auditing Your Law Practice Management with Jared Correia [LGE 012]

May 1, 2018 | Podcast

The better your law practice is managed, the less likely you are to fall short on even basic ethics duties like competence, diligence, and communication. That’s why audits of your law firm technology, marketing, and practice management are so important.

In this episode, I’m joined by Jared Correia, Founder and CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting and technology services for solo and small law firms.

What We Discuss in This Episode:  

  • Why workload overwhelm, not intentional misbehavior, is what often causes lawyers to run into ethics trouble
  • What you can learn from examples of lawyers who, either through their own actions or not, experienced disasters that affected their abilities to conduct their legal work
  • When it comes to technology, marketing, and management practices, what exactly should you be doing?
  • How you, as a law firm owner, can get your staff to provide input regarding office operations
  • What types of technology should your firm employ in order to avoid ethics traps?
  • When it comes to your firm’s financials, what software should you use and what systems can you institute to improve performance?
  • The ethics of marketing tools and channels

Resources Mentioned:

Massachusetts LOMAP

Productivity tools like email: Microsoft office or even better, Office 365

Accounting software: Quickbooks, Xero

Document cloud storage: Google Drive or One Drive

Scanner: Dropbox built in scanner or Scansnap

Contact Information:

Jared’s website:


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This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

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