By Jim Calloway and Julie Bays As our readers know, we consider ABA TECHSHOW a superb annual conference bringing together practicing lawyers, legal technology experts, founders of legal tech startups and many others offering their products and services to the legal community. OBA Practice Management Advisor Julie Bays had a special role this year, serving…

By Jim Calloway Lawyers have held and safeguarded client data for generations. Of course, in the past, it wasn’t called data. Our data was in paper client files, forms to “go by” and brief banks. While it wasn’t planned this way in advance, my most recent Law Practice Tips columns blend as a series. In…

By Jim Calloway Artificial intelligence development dominated discussions of technological advancement in 2023. Judge Scott Schlegel from Louisiana was a speaker at the 2023 Oklahoma Access to Justice Summit. Last year, I noted his conviction that both courts and law firms should embrace text message reminders to reduce failure-to-appear issues. Lawyers want to make certain…

By Jim Calloway Decades ago, I assumed that technology would soon advance to the point where automated document assembly would be fully incorporated in most law offices across the country. While great strides have been made in law office technology tools, and tools for automatically generating documents are much improved over what was available decades…

By Jim Calloway Businesses today find themselves in what seems to be a never-ending process of improving, upgrading and experimenting with changing their business operations. Many of these changes are spurred by technological advances. The internet changed the way many businesses operate. Historically speaking, not that long ago, businesses had no computers and employed many…

By Jim Calloway In 2018, I wrote a column called “Technology Competence for the Family Lawyer” for the Oklahoma Bar Journal. The Oklahoma Rules of Professional Conduct had been amended in 2016 to provide that competence as a lawyer included an awareness of “the benefits and risks associated with relevant technology” in Comment 6 to…

By Jim Calloway  Years ago, I put together a presentation called “The Client-Centered Law Practice.” It focused on the irony that while law firms focused on serving clients and appropriately addressing their legal needs, clients sometimes had an impression that differed from that. To those (hopefully few) clients, it seemed that the law firm was…

By Jim Calloway and Julie Bays In August’s Law Practice Tips article, “ChatGPT, Artificial Intelligence and the Lawyer,”we covered the development of AI tools and some challenges they have presented to attorneys who did not appreciate the limitations of ChatGPT. This month, we will look at more AI-powered tools and techniques for using them. DOCUMENT…

By Jim Calloway Author’s Note: The more you think you are not interested in this subject, the more you need to read this article. In November 2022, OpenAI released ChatGPT. ChatGPT, along with other artificial intelligence (AI) tools, has dominated the conversation about cutting-edge technology and legal technology tools during 2023. The reactions have ranged…

By Jim Calloway Suppose next week begins with one of your top paralegals or legal secretaries giving you two weeks’ notice. Maybe they are moving to another location or another local law firm. But now you have an opening to fill. The first response is not about filling the position. First, you must determine if…