The Simon Law Group: A ‘Virtual’ Overnight Success Story
In an era where the pulse of progress is measured by technological advancements, individuals often find themselves at a crossroads—whether to shy away from the unfamiliar, succumbing to the grip of fear, or to ardently embrace the potential held by innovation. Much like the inherent dichotomy of the human “fight or flight” response, these contrasting reactions define our relationship with the ever-evolving landscape of technology.
Amidst this dynamic backdrop, the Simon Law Group stands as a testament to a distinctive choice—one made not just with open arms but with a fervor that reflects a profound commitment to excellence. At the helm of this technological transformation are the firm’s visionary founders, Robert Simon and Brad Simon, whose unwavering passion have propelled this practice into the vanguard of legal innovation, forging a path that promises not only legal prowess but a seamless fusion of tradition and cutting-edge technology for the benefit of their valued clients. Twin brothers with matching aspirations and determination, they have brilliantly merged the best of both worlds to provide efficient and effective representation.
We were one of the first firms to be fully on the cloud, automating a lot of operations in the back.
What’s in a Frame?
“Location, location, location.” Traditionally celebrated as the triad essential for success in real estate, this maxim might have inadvertently entered a completely new domain. Add to this another well-worn adage, “Sitting on a cloud,” and you have found the unique formula that has virtually (no pun intended) been the secret to success for The Simon Law Group from day one.
This innovative firm has been at the forefront of implementing the latest technology. They’ve not only streamlined and ratcheted up efficiency, but established that, whether it’s from one of four posh brick-and-mortar offices or some undisclosed sandy beach somewhere, these tech savvy legal icons are always in a prime locale.
Indeed, with their comprehensive solutions, numerous attorneys, especially those embarking on their own practices, may find physical office space unnecessary. Another intriguing detail about this cutting-edge program is that it stems from the creative minds of Bob, Brad, and their Marketing Director Teresa Diep.
“From the time we started our firm in 2010, we have always been very tech forward” says Robert. “We were one of the first firms to be fully on the cloud, automating a lot of operations in the back.”
Ten years later, they went to light speed.
“One of the more positive outgrowths of COVID is that it allowed busy lawyers like me to pause and learn a lot of the technology coming to the forefront,” Robert says. “As a result, we founded our own tech company, Justice HQ. We started getting into conversations with other legal tech founders spit balling ideas and we were able to early vet many of these products that moved us to lightning speed.”
Newer, Better, Faster
Fresh concepts, platforms, and products emerge almost daily, and the Simon brothers are consistently vigilant, ready to embrace any technology that could further elevate their service to an expanding clientele.
Robert reveals that he was recently in New York as part of a panel discussing a new Thompson Reuters’ acquisition called CaseText.
“It’s a co-counsel feature,” Robert says, “an AI solution that is essentially your associate partner on steroids. Its prominent offering, CoCounsel, introduced in 2023 and fueled by GPT-4, serves as an AI legal assistant. It quickly provides document review, legal research memos, deposition preparation, and contract analysis within minutes.
“We’ve been using it to do extra deposition prep,” he continues. “We can put in documents from experts, and it will fact-check in minutes rather than hours or even days. We’ve also leveraged another solution called Even Up which automatically creates demand letters using AI. It’s much faster so it’s a tool that our staff uses regularly so they can extract all the data from the case management platform and create the demand letter. Right now, they’re test-driving a new feature that allows people to create automatic timelines that are hyperlinked to medical records to get rapid answers. Again, these are tasks that took tens of hours for lawyers to do and are now completed within seconds. We can go through cases quickly to see if it’s something we want to take. If the case isn’t for us, we push it to Attorney Share.”
Attorney Share is yet another software this astute techie lawyer co-founded. Just as the name implies, information is quickly exchanged between attorneys, something that is particularly useful when fielding as many referrals as the Simon Law Group receives.
“I think this is the future,” he says. “It’s all going to be so efficient that attorneys will have time to stay in the lane they love to do, rather than spending valuable hours with this drudge, but very important, work. For instance, I like trying cases, especially spine injury cases. And, if it’s something that’s outside our specialty, this program will quickly locate a specialist lawyer who does that. Using Attorney Share we can quickly and accurately find the best partner to make sure the client gets the best result.”
So, we couldn’t help but ask, where does this leave up-and-coming associates or paralegals whose jobs these were? Will they be replaced?
“Not at all!” Robert is quick to assure these people will also be freed up to do much more interesting and gratifying work. “In fact, associates will get more exposure faster to the real work of an attorney. It can open a huge door for law students.”
According to Robert, more lawyers are exploring their own dream of opening either a small firm or solo practice, keeping the lid on expenses and the number of staff necessary.
“They start their own firm and have all the tools and ‘man’ power they need to compete,” he says. “They can use resources like mentorship groups through Justice HQ and immediately be connected to a huge network of attorneys and firms so they can receive referrals right away. To ensure this is used properly, and only by those qualified, attorneys must have at least three years of experience to participate. What’s great is that even people who are still somewhat fearful or don’t want to learn technology can still use their goodwill and credibility to make the most of connections and associations they have withing the legal community.”
Aside from the efficiency and speed, there are many great benefits that help even longtime attorneys return to the joys of the law, having time to concentrate on those aspects that were their inspiration back in law school.
“It seems that back in law school we all were eager and passionate with pure, altruistic views and sadly too many of us lose that,” adds Robert. “There are so many things that could weigh you down and turn passion into drudgery with things like tremendous student loans hanging over your head. Because of this sizable debt, a lot of young attorneys accept positions that have more to do with money than love for the work. Many have to go to large firms where they know they’ll be putting in their time for at least seven years on a partnership track just to answer discovery. It’s not going to be like that anymore.”
Whereas there are still those who are threatened by technology either because they don’t understand it or truly believe it is a threat to their career, as the younger generation of attorneys take their place in the legal communities, you can be certain they will embrace these virtual assistants and undoubtedly create even better, more advanced versions.
Robert knows first-hand how exciting and rewarding that can be. So far he’s played a vital role in creating two different digital resources that save firms large and small not just money but that which is most precious with a finite amount – time.
“It is very gratifying to know what a difference Justice HQ and Attorney Share can make in an attorney’s career and life,” he acknowledges. “Our goal is to ensure the success of these lawyers. We understand the challenges of finding the ideal staff member or third-party vendor for your business requirements. Members will have access to an intuitive app for reserving conference rooms, mock-trial rooms, or soundproof phone booths. Additionally, the app features a members-only chatroom, facilitating communication among members for case-related queries. Justice HQ will host exclusive seminars, community events, and networking opportunities tailored for members.
Filmed depositions, media and branding, private investigators, court reporting — and, according to Robert, the most important aspect — case management, are also part of list of services offered through Justice HQ Media Team.
“Justice HQ brings like-minded people together not to compete, but to help and support one another, which is not something you see a lot of amongst attorneys,” Robert says. “What is truly exceptional is its inclusivity; it caters to a diverse range of individuals. Whether you’re an attorney contemplating a solo venture but hesitant about the risks, or a veteran trial lawyer looking for collaboration, the platform is designed
“At Justice HQ, you can embrace solo practice while being assured you’re not alone,” he continues. “Our extensive network of attorneys shares a common cause — advocating for consumers — and is committed to supporting each attorney’s success. These are successful attorneys with ample experience. This powerful application has strict criteria required to access.”
In fact, legal professionals of Justice HQ average 13.28 years of experience practicing law. In addition, many of them are ABOTA members and many have received expert-designated certifications from nationally recognized organizations in areas ranging from malpractice and criminal law to trucking and appellate law.
“Gone are the days of competing for cases; now, we’re fostering collaboration for the greater good,” says Robert. “It’s essential for all members to embrace and embody this concept. We operate within a ‘chill ego-system,’ where the number of years you’ve practiced law is irrelevant. Every member enters this space to exchange ideas, strategize, and empower one another to think outside the conventional boundaries.”
It’s definitely a bright and exciting future, especially for those attorneys who take advantage of all the amazing technological tools available.
“I think in the future you’re going to have small and mid-size firms with a substantial leg up on big firms,” he says. “They’ll have a significantly lower overhead, without the bureaucratic red tape to make a decision. I also think you’re going to see a lot more people owning their own firms.”
The future of Simon Law Group continues to grow rapidly with the attorneys freed up to take their cases to trial or effect rewarding settlements. Meanwhile, the two programs he helped create continue to grow as well.
“Justice HQ went from approximately 40 founding members in 2020 to more than 230 today,” says Robert. “We also have more than 30 vendor partners dedicated to helping our members’ practices thrive. Based in California our membership so far is predominantly made up of firms within the state but we’re preparing to take it national.”
Simon Law Group
2916 W. 164th Street
Torrance, CA 90504
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