Lawyerist Podcast

Do your New Year’s resolutions fall flat after a few weeks? In today’s episode, Stephanie chats with Lawyerist Lab Business Coach, Supriya Venkatesan, about why this happens, and what you can do differently to make lasting changes in your life and your law practice. Links from the episode: 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Ready to start the new year off with new goals and priorities for your firm? Maybe you’re not sure how to get started or you suffer from biting off more than you can chew. In this episode, Stephanie talks with Affinity’s CEO and Strategic Consultant Extraordinaire Debbie Foster about how to plan and achieve more success in 2024. Links from the episode: 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Zack talks with ShareFile’s Laura Kaminski about the challenges of document management in law firms. Listen and learn how cloud-based technologies can provide more secure and user-friendly solutions for attorneys and their clients. Check out ShareFile for Legal Five Challenges Shaping the New Legal Paradigm Streamline your document-related workflows with ShareFile for Legal 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! About ShareFile ShareFile, a business unit of Cloud Software Group, helps you deliver a modern client experience with collaboration and workflow technology that is secure, easy to use, and made to fit your organization. Designed with highly regulated industries in mind, ShareFile offers a secure, digital solution to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency without having to sacrifice security. www.sharefile.com

You know what they say about the cobbler’s kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage. Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups. Links from the episode: The Prenup Prescription Check out Aaron's Prenup Website! 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Picture this: an estate planning attorney with a twist—owning a law firm by day and conjuring up imaginative, offbeat celebrations for the dearly departed by night. In this intriguing episode, Sara interviews Jolene Blackbourn, Labster and trailblazing estate planning attorney and entrepreneur, who has taken a distinctive approach to end-of-life celebrations. Learn how Jolene blends her passion with her profession with her unique method of infusing her love for Halloween culture into the traditional landscape of estate planning. We invite you to challenge your notions about end-of-life planning while celebrating the magic of honoring individuality and explore ways to seamlessly blend law and creativity into your practice. Links from the episode: 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles. Links from the episode: 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That’s why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol. Links from the episode: The Naked Mind by Annie Grace The Alcohol Experiment by Annie Grace 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

You are leading your law firm, but you can’t do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business. Links from the episode: The Second in Command by Cameron Herold Leadership Training Course 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Have you been nervous about saying yes to a virtual assistant? In this episode, Stephanie talks with Raquel Gomes and Demetrio Rico, founders of Stafi, about why a VA may be the missing link for your team’s growth, how to get started with the process, and tips to making the relationship a success. Bonus! Listen to the end to learn about an exclusive discount Stafi is offering Lawyerist’s listeners! Links from the episode: Check out Stafi and reference Lawyerist to claim your discount! 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! About Stafi Stafi is a virtual staffing company that provides highly qualified virtual staff to law firms. They go beyond just providing staff by offering HR support, onboarding, management, and continued education for the staff they assign. They ensure the quality of their professionals through a rigorous vetting and screening process, and address concerns about security and reliability by implementing measures such as background checks, training, and backup plans for power outages.

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm. Links from the episode: The Compound Effect by Darren Hardy 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety. Links from the episode: Brene Brown Books 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Stephanie checks in with one of the newest members of our profession, Kendall Heward. Hear how Suffolk’s Accelerator program prepared her to think about the business of law differently and how established firms can lean into the skills and talents new attorneys are bringing to today’s small firms. Links from the episode: 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

Let’s bust a myth: Creativity isn’t an innate talent that you’re lucky to have or out of luck if you don’t. And it’s not just about the arts. Everyone is creative, and it comes in all forms. In this episode, author Phil McKinney gives actionable tips on how to overcome the idea that creativity can’t be learned. Listen to hear tips, formulas, and guidance on how to bring creativity into your day-to-day firm life. Links from the episode: Phil’s book: Beyond the Obvious 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator. Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you’re on, you’ll find helpful advice in this episode. Links from the episode: The Salary Negotiator 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian’s story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney. Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs. Links from the episode: Lawyers Depression Project The Addicted Lawyer 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! Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.

What is holding you back? In this episode, Stephanie and Lawyerist Lab Business Coach, Supriya Venkatesan, discuss limiting beliefs and how they are unknowingly keeping us from reaching our goals. Learn real exercises you can do to uncover what’s going on in your head and how to retrain your brain to think differently and unlock more success in your life. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

The Small Firm Roadmap Revisited doubled down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into what it takes to be a Healthy Owner—beyond the traditional concepts of what it means to be “healthy.” Sara talks with Lab Coach and personal injury firm owner Ryan McKeen about making the decision to build a resilience muscle, leveraging the time and talents of others, not letting your 5-year-old-self run your business, and ultimately, letting go of control. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Be honest! Have you ever muttered or thought someone was being “such a Millennial” or “ok, Boomer!” Yes? Then, this episode is for you as Stephanie dives into generational differences with Katherine Jeffery, a generational strategist. It turns out, these labels aren’t just excuses for behavior. There are real differences in the way each generation was raised that show up in the skill sets and abilities they bring to the workplace. Listen to find out how bathrooms might be impacting your team’s skills and much more! Links from the episode: Learn more about working with Katherine here 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Learn to manage the data your law firm already creates to make better business and strategic decisions. Zack talks with Joyce Brafford, from CosmoLex, about how internal analytics can drive your marketing decisions, firm growth, and processes. Links from the episode: Grow Your Law Firm with Data-Drive Decisions 10 Metrics Law Firms Should Track Identify Key Metrics to Determine Your Law Firm's Success QuickBooks vs. CosmoLex: Keeping Eyes on Your Business Health with Advanced Reporting

Stephanie talks with our new Lawyerist Lab business coach, Leticia DeSuze, about what is holding most business owners back and how working with a business coach can help. They also explore why it is time to be radically honest with ourselves about what we are—and aren’t—willing to do. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Business owners often hear the advice: “hire help and delegate!” In this episode, Stephanie talks with entrepreneur Dan Martell about why you should hire to buy back your time. Learn how small shifts in how you think as a business owner can make big impacts on your business—and your happiness! To start, Dan shares why it’s time for lawyers to let go of their inboxes and calendars. We know why you think that is impossible but listen to hear why it is essential. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Kirk Simoneau joins Sara to explore client experience design and accessibility. Sharing his journey from trauma survivor to lawyer, Kirk emphasizes the importance of understanding the client's perspective and creating a personalized and empathetic client experience. He advocates customizing spaces and communication to clients’ individual needs, but for taking on pro bono work and representing people with disabilities, as it can be both financially rewarding and make a positive impact. You’ll also learn the origins of his firm’s name, "Red Sneaker Law." Links from the episode: Lawyerist LabCon Red Sneaker Law 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Learn how MeanPug, a law firm marketing company, manages a multitude of projects, tasks, and workflows within their company. Listen-in as Zack talks with founding partner, Bobby Steinbach, about their project management software journey. And learn how you can use project management concepts to drive efficiency and productivity in your firm.

Stephanie talks with Eric Webber about the silent addiction of gambling. In this episode, we explore why you can’t go anywhere or watch a sporting event without hearing betting terms. Online gambling has become all the rage, but it is not without potential dangers. Especially in a profession like law where attorneys have access to client’s money, problems can turn problematic quickly. Learn more about what is triggered in the brain during gambling, what signs to watch for, and how to know when to suggest help for a colleague or yourself. Understanding this part of addiction is part of nurturing our healthy team. Links from the episode: Caron Treatment Center Judge and Lawyer Assistance Program 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Think golf is a boring game for old white dudes? Think again! In this episode, Stephanie talks with LJ Finney about why golf is great for networking and business development and so much more! Golf is about getting outside your comfort zone, mindfulness, self-talk, and being with nature. Use the game to learn more about yourself and how you approach your business problems or use the time to truly get to know a friend or colleague. You’ll also hear Stephanie’s favorite golf story from back when she was a summer associate out on the course with a senior partner, and, boy is it a doozy! Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Zack talks with Marc Cerniglia, founding partner of Spotlight Branding, about building a marketing plan that works for your office. They dig into the 4 steps you can take to make your plan more thoughtful, effective, and evergreen. Additionally, Marc shares some strategies on how you can track your ROI, and how many of the activities you already do can fit into your overall plan. Schedule a consultation with Spotlight Branding: https://confirm.spotlightbranding.com/website-booking/ Check out their marketing plan template: https://spotlightbranding.com/lawyeristmarketingplan Check out their free resources: https://spotlightbranding.com/insider/ About Spotlight Branding: Spotlight Branding is content marketing for law firms that helps lawyers create content that focuses on credibility and expertise to spotlight your firm and stand out from the crowd. Schedule a consultation: https://confirm.spotlightbranding.com/website-booking/ Check out their marketing plan template: https://spotlightbranding.com/lawyeristmarketingplan

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we’re diving into achieving and maintaining Healthy Profits. In this episode, Sara talks with Lawyerist Lab finance coach, accountant, and small business owner Bernadette L. Harris about making finances less scary, understanding healthy profits, and why owners need to prioritize paying themselves. She advises listeners on how to determine a business’s desired income, how to be intentional with financial data to understand the story that numbers can tell, and more. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn’t “one size fits all.” In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more. Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

In this episode, delve into the crucial topic of active violence preparedness with Brink Fidler, owner and founder of Defend Systems, a prominent life safety and security consulting firm in Nashville, TN. Stephanie and Brink talk about why every firm owner should have open discussions and plan for frightening events, and how they can empower their team with knowledge and tools to respond effectively. They also address the relevance of active violence preparedness in office environments and how to adopt a “warrior mindset” when faced with danger. The emotional and traumatic aspects of active violence events are not overlooked, as Stephanie and Brink touch on the need for mental health support and proper coping mechanisms. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode.

Stephanie and Joey Coleman, author of Never Lose an Employee Again: The Simple Path to Remarkable Retention, explore the crucial role the employee experience plays in creating a happy and engaged team. Learn the steps team leaders can take to create a place where everyone LOVES their job. They delve into the power of creating memorable experiences throughout the employee journey—starting with the hiring process and through an employee’s first 100 days, which plays a vital role in long-term commitment and loyalty. This episode is packed with lots of practical tips to give you ideas to start implementing immediately. Listen to the end to learn one easy thing you can do today to show your appreciation to your team. Links from the episode: Never Lose an Employee Again by Joey Coleman 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! Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode.

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into building, enabling, and integrating Healthy Systems in a law firm. Lawyerist Labster Matt Loker sits down with Sara to discuss using systems and automation to deliver a consistent service to clients. They dive into how task management is crucial to consistent communication—from finding the right CRM, to rebuilding their systems and automating tasks, to regular system maintenance. Learn how Matt used healthy systems to save time, improve client experience, and create a seamless client journey. Links from the episode: https://lawyerist.com/resources/lawyerist-store/ 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! Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

Zack sits down with Ed Walters, Chief Strategy Officer of vLex and founder of Fastcase, to discuss AI's role in legal research. Delve into why it’s important to demystify AI and debunk misconceptions about "robot lawyers." Learn about using AI in discovery, the importance of choosing the right tools, and the limitations of language models like ChatGPT. And explore how the industry is working to create dependable tools that can be verified by legal professionals, while maintaining human judgment in the legal process. Links from the episode: Law Review Article Data-Driven Law: Data Analytics and the New Legal Services (Data Analytics Applications)

Professors Andrew Garcia and James Matthews discuss Suffolk University Law School’s Accelerator to Practice program. Designed to prepare students for small and solo practice, students partnered with small law firm owners in the Lawyerist Lab coaching program. Using tenets learned in Lawyerist’s book The Small Firm Roadmap, students interviewed the owners, analyzed their firms, and presented a case study complete with recommendations for improvements. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

In this episode, Stephanie talks with diversity scholar Dr. Terrell Strayhorn about the concept of belonging, emphasizing its significance beyond buzzwords like diversity, equity, and inclusivity (DEI). They highlight the positive outcomes of belonging, including increased job satisfaction and productivity and explore obstacles to fostering belonging. Dr. Strayhorn offers strategies for cultivating a sense of belonging in large organizations. The conversation extends to the ongoing need for addressing challenges faced by the LGBTQ+ community in leadership and workplaces. Rewarding behaviors that foster belonging, such as recognizing selflessness and facilitating social connections, is also discussed. They discuss the concept of belonging and its importance, highlighting that it goes beyond buzzwords like diversity, equity, and inclusivity. positive outcomes of belonging, such as higher job satisfaction and productivity in the workplace. They explore the obstacles to creating a sense of belonging in the workplace, highlighting individual, group, and structural factors. Dr. Strayhorn suggests strategies for making large organizations feel smaller and promoting a sense of belonging among employees. discusses the importance of continuing conversations about the challenges faced by the LGBTQ+ community in leadership, the workplace, and job opportunities even beyond the month of June. The discussion also touches on the idea of rewarding behaviors that promote belonging, such as recognizing selfless actions, welcoming newcomers, and facilitating social connections. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

In this episode, Zack explores the vital role sleep plays in overall health and well-being with Alex Colkit, Founder and CEO of AC Holistic Wellness. They discuss the connection between sleep and mental health, suggest reminders of sleep importance, and emphasize the significance of a consistent sleep schedule. You’ll learn tips to help form healthy sleep habits and how prioritizing rest can lead to better decision-making and emotional stability. Sleep is the cornerstone of good health and can positively impact one's daily choices and well-being. Lack of sleep and poor mental health are interconnected, and good sleep contributes to better decision-making and emotional stability. Zack asks for tips on forming sleep habits and kicking himself into prioritizing sleep without much thought. Alex suggests finding tricks or touch points to remind oneself of the importance of sleep and the negative consequences of sleep deprivation. Stick to a regular sleep schedule, including wake-up and bedtime, to synchronize with the body's circadian rhythm. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Zack talks with Joe Hodge from American Printing House for the Blind, about building websites and systems for the visually impaired. They discuss why accessibility plugins may not be the panacea they claim to be and why good accessibility practices are beneficial to all users. Links from the episode: https://www.w3.org/WAI/standards-guidelines/wcag/ 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we’re diving into recruiting, building, and retaining Healthy Teams. Stephanie talks with Aaron Elinoff, Labster and managing partner of Novo Legal Group, about how he guided his team to define who they are and how a breakthrough at a team retreat helped identify his firm’s vision and goals. Learn the steps he took to get his team aligned, moving in the same direction, and keep momentum. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Zack Glaser sits down with Thomas Officer and Scott Kelly co-founders of PatternBuilder, to discuss document automation, advanced content management, and what NetDocuments sees in their company AfterPattern. Learn how they are continuing to innovate in the automation space and what new features we can expect in the coming months. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

In this episode, we get meta with Zack interviewing Lawyerist’s own podcast editor and consultant, Britany Felix. They talk about pitching yourself as a guest, using that appearance in your law firm marketing, and building an audience with your own podcast. Britany discusses how to look and feel professional both in your pitches and your appearances. And we get into how podcasts don’t necessarily need to be about the law to benefit your marketing strategy. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Stephanie talks with Director for the Center of Practice Management at the North Carolina Bar Association, Catherine Sanders Reach, about Legal Ops and how that can help put the right people in the right seats at your firm. Mentioned in this episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

We’re back with another stop on our tour through The Small Firm Roadmap Revisited. In these episodes, we dive into each of the six areas of business integral to building client-centered, efficient, and profitable small law firm. Do you know how your clients experience your firm? Designing client experience isn’t something that will happen on its own, you need to be intentional. Today, Stephanie talks with Nkoyo-Ene Effiong, Director of Law Practice Management for the State Bar of Georgia, about Healthy Clients. Learn what that means and tips for how you can do that in a healthy way. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Are you or your team lifelong learners? Maybe the thought of training exhausts you? In this episode, Zack talks to senior consultant and Lab coach Danielle DavisRoe about training at your firm and why it’s important to make this part of your culture. They discuss how to improve your firm’s process with technology, how to know when it’s time to train, and much more. New Hire Assessment 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Recently, we’ve featured Labsters from our community who made the switch to subscription models. Today, Stephanie interviews Ron Baker, returning guest and author of “Time's Up! The Subscription Business Model for Professional Firms”. They dive into all the benefits of a subscription model for your firm and why you should consider it. Ron is launching a Time's Up! Club in April! Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Join us as Zack and Professor Sandefur talk about what it takes to increase access to justice. They discuss what it really means, the unauthorized practice of law, and how we can find a path to meaningful regulations. 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for a podcast book tour, where we dive into each of the six areas of business integral to building client-centered, efficient, and profitable small law firm. Lawyerist Lab member, Brandon Harter, noticed that traditional methods of practicing law were not effective, so he decided to start from scratch. Learn how he developed a Healthy Strategy, adopting a flat fee and subscription model that eliminates tension with clients. Links from the episode: 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! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Zack talks with Joyce Brafford, a lawyer and practice management expert at ProfitSolv, about incorporating AI into your firm’s workflows and automations. See how you can use Chat GPT to do the heavy lifting for template creation, client emails, and even internal brand research. 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! About Rocket Matter Rocket Matter is legal practice management software that makes the lives of lawyers a whole lot easier Schedule a Personal Demo

In a world where AI is becoming more and more prevalent, how do we protect the rights of the original, human ideas? Today, Zack talks with author, designer, programmer and lawyer Matthew Butterick about his work in copyright infringement and artificial intelligence. Links from the episode: Typogrophy for Lawyers Stable Diffusion Litigation GitHub Copilot Litigation 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! Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Labster Rebecca Ritchey from Sibus Law Group joins Sara to talk about how she has built a healthy business strategy in her firm—including a flat fee model, a flexible workplace, and opportunities to give back to her community. They delve into how Rebecca makes it work, costs and benefits, and suggestions she has for firms looking to do the same. Links from the episode: To learn more about Lab Legacy, email Stephanie: [email protected] 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! Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Stephanie interviews Affinity’s Barron Henley and they dive into how lawyers can maximize their use of Microsoft Word. From formatting to footnotes, Barron offers his insights, tips, and strategies for making Word work for any law firm. Links from the episode: Workshop | Beyond the Budget: Why You Need a Financial Projection Microsoft Word for Legal Professionals Microsoft Word Digital Course Barron’s Pinterest Page for Vegan Recipes Interested in hearing about personalized training for your firm? Contact [email protected] 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! Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

So you think your firm is tech forward, but do you have a strategy behind that? Today Zack Glaser talks with Lawyerist Lab member, author, and fellow legal tech guru, Greg Siskind. They dive into the ways AI is transforming the legal industry and how law firms can leverage technology to stay ahead of the curve. Links from the episode: Visalaw.com 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! Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.