Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp

Non-Eventcast

I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more!

Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance of team dynamics and mentorship 14:10 - Discussing firm logistics and financial planning 15:49 - Trust and transparency in partnership decisions 18:22 - Marketing strategies - referrals and client trust 23:40 - Combining firm’s technologies and choosing common software 26:10 - Customizing Filevine software 27:53 - Challenges in implementing new technology 30:57 - Use of AI for preparing depositions and medical chronologies 33:14 - AI tools integrated in trial preparation 34:22 - Reporting and tracking key metrics in the firm 36:55 - Importance of delegation to focus on core strengths

Episode Resources

• Connect with Jared Correia
• [e-mail]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• www.linkedin.com/in/jaredcorreia/
• Connect with Robert Welcenbach and Michael Karp
• [e-mail]
• [e-mail]
• https://trialwi.com/
• https://www.filevine.com/
• https://openai.com/chatgpt/
• https://otter.ai/
• https://www.notion.so/
• https://www.litsoftware.com/transcriptpad
• https://www.litsoftware.com/trialpad
• https://acrobat.adobe.com/us/en/
• https://evermap.com/
• https://ramp.com/