Tech in Law Practice: A Deep Dive with Brandon Siegal

Tech in Law Practice, is a term thrown around often, but what does it truly mean to integrate technology into your law practice? We explore this during an insightful podcast episode with solo attorney Brandon Siegal, a seasoned Canadian tax specialist.

Embracing Tech, Struggling with Delegation

Siegal, despite being comfortable with technology, admits to struggling with delegation. To enhance efficiency in his work, he uses different tech tools like Clio, RingCentral, Microsoft Bookings, and Email efficiency tools, among others. However, “Tech in Law Practice” is not about using every tool available; it’s about employing the right ones.

Tech Tools in Law Practice

Which tools should become part of your “Tech in Law Practice” toolkit? According to Siegal, automation and collaboration tools like Slack, Trello, Evernote, and Microsoft One Note are essential. Also, ChatGPT and Zapier have become indispensable for him. However, it’s crucial to note that not every tool meets its user’s expectations, and Siegal doesn’t shy away from expressing his reservations about some.

Journey towards Efficiency using Tech in your Practice

Incorporating “Tech in Law Practice” is a journey towards greater efficiency and productivity. This doesn’t mean that the journey is always smooth. There can be hiccups, like not falling in love with every piece of tech you use. And that’s okay, as long as you’re continually learning, evolving, and improving your practice.

Technology for Lawyers

“Tech in Law Practice” isn’t just about adopting tech tools; it’s about knowing when and how to use them effectively. Like Siegal, you might struggle with some aspects, but the key is to keep exploring and experimenting. Listen to the full podcast episode to get deeper insights and learn from Siegal’s experiences.

Resources from this Episode


Microsoft Bookings




Microsoft One Note


ChatGPT (formerly Integrate)

Faster Suite





Adobe Acrobat

Dragon Dictation






prior episode with Mike Schmitz on Obsidian



If This Then That (IFTTT)




Video Speed (Chrome/Edge plugin)





Never Split The Difference, book by Chris Voxx

YouTube interview with Yuval Noah Harari

Ross Guberman

Bryan Garner

My Inner Circle

General Resources

Thanks to Our Sponsors

Streamline your workflows with SweetProcess for smoother operations and less effort on your part.

The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. Try it free for 28 days at, no credit card required.

And thanks to the other sponsor of this podcast on Tech in Law Practice…

Experience top-notch virtual receptionist services with, catering specifically to solo and small law firms. Let, multilingual receptionists handle calls while you focus on your work.

Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat, with a 14-day money-back guarantee. Use promo code ERNIE100 for an extra $100 discount. Sign up risk-free now at


If you like this podcast on Tech in Law Practice and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at EmeraldCity Pro