Lawyerist podcast

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Lawyerist Podcast

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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers. Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services. If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.

558 odcinków

#Politics #Law #Attorney #Legal #MBA #Lawyerist Media, LLC #News #Business #Lawfirmcoaching #Legalmarketing #Entrepreneur #Lawyers

Lawyerist Podcast

288 subscribers

updated dzień temu

Udostępnij

Źródło serii•Feed

558 odcinków

#Politics #Law #Attorney #Legal #MBA #Lawyerist Media, LLC #News #Business #Lawfirmcoaching #Legalmarketing #Entrepreneur #Lawyers

Wszystkie odcinki

1
#557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris 33:36

1 day temu33:36

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33:36

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area , empowering you to make smarter choices about your firm's financial future. For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. Listen to our other episode with Bernadette Harris: #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters: (00:00) Introduction (04:36) Diving into Key Performance Indicators (KPIs) (06:38) Understanding Your Firm's Profitability: Net Profit Margin (10:47) Optimizing Team Productivity: Utilization Rate (15:51) Maximizing Revenue Collection: Realization Rate (21:21) Improving Cash Flow: Managing AR Aging (25:36) Strategic Insights: Revenue by Practice Area (28:32) Working with a Financial Coach and a Special Announcement…

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#556: Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin 16:21

8 dni temu16:21

16:21

Recorded live at the ABA Techshow, Zack Glaser interviews Cole Popkin, a digital forensics senior analyst at Proven Data, to shed light on the increasingly relevant field of digital forensics for legal professionals. Cole shares how understanding the basics of digital forensics can benefit lawyers in all practice areas, from litigation to transactional work and firm management. Cole explains the types of information that can be recovered from digital devices, even after deletion, and addresses common misconceptions surrounding encryption. He also reveals the potential for unintentional data leaks and provides practical, actionable steps lawyers can take to enhance their digital security and protect client confidentiality. You'll also hear Cole explain the direct relevance of digital forensics to specific legal scenarios, such as how deleted text messages and metadata analysis can be crucial in personal injury and family law cases. So, join us for this episode, recorded live at the ABA Techshow, and get a realistic and accessible overview of digital forensics that will empower you to be more informed and secure in your use of technology, all without needing to become a forensics expert. Listen to our other episode about data security: #512: Tech Things You Should Know but Are Too Afraid To Ask, with Zack Glaser Apple Podcasts | Spotify | Lawyerist #481: Getting Clients into the Cloud, with Laura Kaminski from ShareFile(Sponsored) Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters: 0:00 - Introduction: Digital Forensics Beyond Litigation 3:08 - Real-World Applications: Building Timelines & Location Data 4:35 - The Unexpected Data in Your Car: Vehicle Forensics 6:33 - Uncovering Information on Phones: Beyond Text Messages 8:55 - Protecting Yourself and Your Clients: Security for Attorneys 11:57 - Surprising Discoveries: Height Analysis from Video & More 14:35 - The Evolution of Digital Forensics…

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#555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner 46:27

15 dni temu46:27

46:27

What if the key to better legal work isn’t just smarter tools but more inclusive ones? Susan Tanner, Associate Professor at the University of Louisville Brandeis School of Law, joins Zack Glaser to explore how AI and universal design can improve legal education and law firm operations. Susan shares how tools like generative AI can support neurodiverse thinkers, enhance client communication, and reduce anxiety for students and professionals alike. They also discuss the importance of inclusive design in legal tech and how law firms can better support their teams by embracing different ways of thinking to build a more accessible, future-ready practice. The conversation emphasizes the need for educators and legal professionals to adapt to the evolving landscape of AI, ensuring that they leverage its capabilities to better serve their clients and students. Links from the episode: NetDocuments NetDocuments Demo Request Listen to our other episodes about diversifying learning strategies and the AI revolution: #405: The Diverse Way People Think, with Temple Grandin: Apple Podcasts | Spotify | Lawyerist #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters: 00:00 – Intro and Lawyerist's New Programs 03:50 – NetDocuments with Patric Thomas 10:49 – Meet Dr. Susan Tanner 12:30 – AI and Legal Ethics 13:30 – What is Universal Design for Learning? 20:59 – Applying Universal Design in Legal Practice 24:45 – Using AI to Support Diverse Thinkers 29:33 – AI as a Communication Partner 34:01 – Law Students and AI Adoption 38:04 – AI for Lawyer Productivity and Mental Health 44:00 – Enhancing Critical Thinking with AI 46:00 – Wrap-Up and Final Thoughts…

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#554: Competence and Diligence in Light of Changing Laws and Regulations 41:46

22 dni temu41:46

41:46

Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and competence, and the fundamental need to maintain diligence in your practice. Craig and Stephanie examine alternative fee structures beyond just hourly billing and provide guidance on ethical practices around lawyer pricing models. Craig also shares how he’s approaching billing in his own practice and why lawyers need to be proactive about understanding the risks. Read Craig’s article: Overview | Full Article Additionally, Zack talks with Curtis, from MyCase and LawPay about their new product, Smart Spend , the LawPay Visa® Business Card is issued by Emprise Bank, pursuant to a license from Visa U.S.A., Inc. Listen to our other episodes about ethics and alternative billing practices: #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist #547: Legal Tech You Need for Flat Fees, with Adriana Linares Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters: 00:00 Introduction 00:18 Lawyerist Coaching 05:22 Expense Tracking in MyCase 10:01 Integrating Finance with Practice 14:54 Immigration Law and the Current Administration 17:53 Specialization and Maintaining Competence Across Multiple Areas 22:39 Lawyer Pricing Models in an Era of Uncertainty…

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#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach 42:28

29 dni temu42:28

42:28

Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI. Hear Catherine’s other appearance on Lawyerist Podcast: #444: Streamlining Legal Operations for Success, with Catherine Sanders Reach: Apple Podcasts | Spotify | YouTube Listen to our other episodes about artificial intelligence: #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam: Apple Podcasts | Spotify | Lawyerist #546: Unlock Law Firm Growth: AI Marketing Secrets with Karin Conroy: Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters / Timestamps: 0:00 Introduction 6:17 Meet Catherine Sanders Reach 7:19 How to Kickstart Generative AI Processes 10:53 Microsoft Copilot 13:00 AI Tools Lawyers Should Consider Using 14:36 Agentic AI 20:14 Why You Need a Needs Assessment 23:49 Evaluating Productivity 27:11 Let Go of Perfectionism 28:44 Image Generation 31:46 Why You Need Policies and Systems 35:38 Dictation Tools 38:22 The AI Tool to Watch…

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#552: Should Your Law Firm Welcome Non-Lawyer Owners? Insights from UK Attorney Corinne Staves 26:45

5 weeks temu26:45

26:45

What if law firms didn’t have to be owned by lawyers? In the UK, non-lawyer ownership has been shaking up the legal industry for over a decade, bringing in private equity, corporate structures, and even stock market listings. But has it led to innovation or just new ethical dilemmas? Corinne Staves, a UK legal expert, joins Lawyerist Podcast to reveal the surprising ways this shift has (and hasn’t) transformed the profession. Listen to our previous episodes about non-lawyer ownership: #354: A Look at the New Non-lawyer Firm Ownership Reform, with Lori Gonzalez: Apple Podcasts | Spotify | Lawyerist #355: A Look at the New Non-lawyer Firm Ownership Reform, Pt.2, with Allen Rodriguez: Apple Podcasts | Spotify | Lawyerist #221: The State of the Legal Profession, with ABA President Robert M. Carlson: Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn , Facebook , Instagram , and X ! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com . Chapters: (0:00) Introduction & ABA TECHSHOW Announcement (2:50) Meet Corinne Staves (3:44) How Non-Lawyer Ownership Works in the UK (6:03) Why the US is Afraid of Non-Lawyer Ownership (8:41) Can Non-Lawyer Ownership Threaten Attorney Ethics? (12:18) Unexpected Benefits of Non-Lawyer Ownership (17:17) Does This Hurt Small Law Firms? (20:31) Advice for US Lawyers Considering This Model (23:20) The Future of Law Firm Ownership…

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#551: Becoming the AI Driven Leader, with Geoff Woods 44:48

6 weeks temu44:48

44:48

In this episode, Geoff Woods discusses his book, 'The AI Driven Leader,' exploring how AI can serve as a thought partner for lawyers and business owners. He emphasizes the importance of adapting leadership skills to navigate technological disruptions, the strategic use of AI in business, and the mindset shift required to embrace these changes. The conversation also covers practical applications of AI in legal practice, the risks of inaction, and resources for further learning. Links from the episode: Schedule a demo with Tabs3 The AI-Driven Leader Chapters: 00:00 – Intro & Invite to Stephanie’s Birthday in Chicago 3:31 – An Interview with Tabs3 10:12 – AI Driven Leadership 10:49 – Leadership Skills Need to Evolve 13:35 – Strengths of Humans vs. Machines 15:06 – Using AI as a Thought Partner 18:44 – A Whole New Way of Thinking About Using AI 20:01 – AI as a Business Advisor 25:50 – Examples of CRIT in action…

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#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam 46:54

7 weeks temu46:54

46:54

Zack talks with the hosts of the Lunch Hour Legal Marketing Podcast , Gyi Tsakalakis, and Conrad Saam about how artificial intelligence is affecting consumer behavior and how your law firm should adjust to the changing market. Additionally, they discuss how to leverage AI to your advantage against your own marketing data to be more deliberate with your legal marketing spend. Additionally, Zack and Jennifer discuss the Lawyerist’s annual Best Law Firm Website contest, where they dig into what makes a website “work.” Links from the episode: Subscribe to Lunch Hour Legal Marketing https://www.youtube.com/@LHLM https://www.gorillaz.com/ Chapters 00:00 Introduction to AI in Marketing 03:04 Best Practices for Law Firm Websites 06:11 The Importance of Emotional Connection 08:53 Innovative Website Experiences 12:08 Navigating AI's Impact on Marketing 15:02 Consumer Behavior and Marketing Strategies 20:42 The Impact of AI on Business Visibility 24:24 Leveraging AI for Client Insights 28:19 Data Analysis and AI: Transforming Marketing Strategies 32:44 Democratizing Data Access with AI 36:56 The Importance of Accurate Data Tracking 41:03 Practical Marketing Takeaways in the AI Era 46:12 lawyerist-podcast-outro.mp4…

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#549: A Journey into Video Marketing, with Temi Siyanbade 41:11

8 weeks temu41:11

41:11

In this conversation, Temi Siyanbade, founder of TOS Legal, discusses the importance of video marketing for legal professionals. She shares her journey into using video to connect with clients and build her brand, emphasizing the need to overcome the fear of being on camera. Temi explains how video can enhance legal marketing by building rapport with potential clients and providing valuable information. She also offers practical advice on starting with basic equipment and measuring success in video marketing, encouraging lawyers to embrace this medium to better serve their clients. Additionally, Zack talks with the folks at NetDocuments about the importance of organizing your digital files and recent advancements in document search. Links from the episode: Request a demo from NetDocuments Show, Don't Tell by Temi Siyanbade…

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#548: Essential Strategies to Know Before You Go Solo, with Stephanie Everett 43:01

9 weeks temu43:01

43:01

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they’ve got you covered. Links from the episode: Amplify your legal practice with Paxton AI Paxton AI We just announced a $22M Series A funding round Listeners can sign up for our webinar - accelerating your practice with AI on 2/19 here. CHAPTERS: 00:00 - Best Law Firm Websites Contest 04:16 - AI in Legal Research with Paxton.ai 12:39 - Introduction to Stephanie 16:48 - Define Vision and Business Strategy 19:30 - Legal and Financial Framework Setup 22:49 - Legal Tech Stack Overview 26:54 - Marketing Strategies for Law Firms 31:05 - Financial and Operational Discipline 33:35 - Key Performance Indicators (KPIs) Tracking 37:15 - Importance of Saying No in Business 39:45 - Five Essential Actions for Success 41:43 - Outro…

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#547: Legal Tech You Need for Flat Fees, with Adriana Linares 29:14

10 weeks temu29:14

29:14

Stephanie talks with New Solo podcast host, Adriana Linares, about the technology necessary to run a law practice and move away from the billable hour. Adriana emphasizes the importance of automation and organized client files and communication. Additionally, Zack talks with Lindsay Bushong, from MyCase, about what software law firms can use to manage their accounting in both a flat-fee and hourly billing environment. Links from the episode: https://legaltalknetwork.com/podcasts/new-solo/ https://mycase.com/lawyerist Chapters 0:00 – Intro 3:20 – MyCase Accounting Software 10:21 – Adriana Linares and New Solo Intro 12:00 – Transitioning From Billable Hour to Flat Fees 14:05 – The Role of Technology in Legal Practices 22:18 – Maximizing Efficiency with Client Portals…

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#546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy 31:20

10 weeks temu31:20

31:20

In this conversation, Karin Conroy and Zack Glaser discuss the integration of AI in marketing, emphasizing the importance of maintaining a human touch while leveraging technology. They explore the significance of a unique brand voice, particularly the value of female perspectives in marketing. The discussion also covers Google's EAT principles, the need for content optimization for AI search, and the importance of regularly reviewing and refining marketing strategies. Finally, they stress the necessity of defining an ideal client to enhance marketing effectiveness. Links from the episode: Check out Conroy Creative Counsel…

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#545: Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas 35:19

11 weeks temu35:19

35:19

In this conversation, Rho Thomas, a money coach for lawyers, discusses the financial struggles faced by legal professionals, particularly focusing on student loans, lifestyle expectations, and the impact of debt. Rho emphasizes the importance of intentional spending, budgeting, and making significant financial decisions, such as housing choices. The discussion also covers the balance between investing and paying off debt, strategies for increasing income, and the importance of communication and shared vision in financial planning. Rho shares her personal journey of overcoming debt and offers insights into building net worth through effective financial management. Links from the episode: The guide to mistakes that keep lawyers from making money Lawyerist Alternative Fee Structures Webinar (March 12) 00:00 Financial Struggles of Lawyers 06:05 Lifestyle Creep: Hidden Costs 11:52 Big Financial Decisions: Housing & Lifestyle 18:01 Investing vs. Paying Off Debt 24:02 Building Net Worth Beyond Debt…

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#544: How to Build a Respectful Legal Workplace, with Erika Harold 18:29

12 weeks temu18:29

18:29

In this conversation, Zack Glaser and Erica Harold discuss the prevalence of bullying in the legal profession, highlighting a study conducted by the Illinois Supreme Court Commission on Professionalism. They explore the findings of the study, which revealed that one in four Illinois lawyers experienced bullying and discuss the need for concrete recommendations to address this issue within law firms. The conversation emphasizes the importance of creating a culture of respect and civility in the legal field, as well as actionable steps that can be taken by individuals and organizations to combat bullying. Links from the episode: https://www.2civility.org/ CHAPTERS: 00:00 - Intro 03:00- Interview with Erika Harold 09:18- Combat Bullying in Legal Industry 13:57- Defining Progress in Law 16:22- Next Steps for Change…

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#543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy 40:54

13 weeks temu40:54

40:54

In this conversation, Hillary Gerzhoy discusses the intersection of legal ethics and artificial intelligence (AI) in the legal profession. She highlights the risks associated with incorporating AI into legal practices, emphasizing the importance of confidentiality and the distinction between open and closed AI systems. The conversation also delves into the supervisory obligations lawyers have when using AI, the challenges of traditional billing models in light of AI efficiencies, and the potential future of AI in making legal services more accessible and affordable. Chapters: 0:00 - Women in AI Summit 03:45 - AI as a Thought Partner 06:43 - Introduction to iManage 14:35 - Introduction of Hilary Gerzhoy 17:45 - Impact of AI on the Public 19:35 - Relying on AI Technology 22:58 - Open vs Closed AI Systems 25:00 - Billing for AI Services 27:30 - Innovation vs Profit in AI 34:34 - AI's Impact on Lawyer Productivity 35:50 - Access to Justice with AI 37:35 - Final Thoughts on AI Integration 37:47 - Advice for Attorneys on AI Implementation…

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