Lawyerist Podcast

We're introducing sponsored podcast episodes where we'll be joined by a legal voice/company & discuss the newest features, happenings, and trends in the legal world. Today we are joined by Clio. We’ll be talking with them about the latest trends that solo & small firms should be on the lookout for! We're excited to offer these episodes to our audience and hope you'll enjoy. About Clio Clio currently offers two products in their robust legal tech ecosystem. Clio Manage is a Law Practice Management Software (LPMS) and Clio Grow is a law firm Customer Relationship Management system (CRM). Clio Manage is a LPMS platform that welcomes, and encourages integration. This is one of its greatest strengths. Clio boasts an extensive App Directory, and an Open API. It works-and-plays well with an almost overwhelming amount of legal tech. Additionally, it's one part of the entire Clio Suite. Which means you can seamlessly add Clio Grow (an intake CRM), albeit for an additional price. Clio Grow is a law firm Customer Relationship Management system (CRM). It was previously called Lexicata, and is now part of Clio's legal software suite. This means that it can easily be used in concert with Clio Manage. However, it can still be used independently, if you so choose. Helpful Links Clio | 2021 Legal Trends Report | How Law Firms Use Clio (Video)

We’re joined by author and professor, Susan Ashford, where we talk about how you can use small, daily experiments to grow as a leader. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali and Posh Virtual Receptionists for sponsoring this episode.

We’re joined by Lawyerist Lab Coach, Ryan McKeen, where we talk why reviews are so important for the growth and success of your business. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali and Posh Virtual Receptionists for sponsoring this episode.

We’re joined by author and interpersonal dynamics expert, David Bradford, today where we talk about a new way to approach feedback. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists and Postali for sponsoring this episode.

We’re talking with our Legal Tech Advisor, Zack Glaser, today about the future of legal tech in 2022 and beyond. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali and Posh Virtual Receptionists for sponsoring this episode.

We’re talking with Lab coach, Maryellen Stockton, today about what re-onboarding looks like in 2022 with going back to the office If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists and Postali for sponsoring this episode.

We’re talking with co-founders of Lawyerist, Sam Glover & Aaron Street, about a new way to think through your exit strategy. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Litera, and Rankings.io for sponsoring this episode.

We’re talking with author and entrepreneur, Sherry Deutschmann, about how important it is to have empathy in your leadership with your business. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Rankings.io, TextExpander, and Litera for sponsoring this episode.

We’re talking our newest Lawyerist team member and Lab coach, Sara Muender this week all about what it means to be a business coach and have a coach as well. We talk about her background and what she is excited to bring to the Lawyerist team. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Litera, Rankings.io, and TextExpander for sponsoring this episode.

We’re talking to Cat Moon this week about innovation & design in the legal field and how COVID has helped shape new trends/issues since rearing its head over the past 18+ months. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Litera, and Rankings.io for sponsoring this episode.

We’re talking to Dan Gingiss this week about why experiences matter to your clients and easy ways to wow them! If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Rankings.io, TextExpander, and Litera for sponsoring this episode.

We’re airing an older show from 2020 that we believe is just as relevant now as it was then. We’re joined by Annie Grace, who has helped over a hundred thousand people answer a simple question: “Would my life be better if I were drinking less?” (If you’re asking yourself that question, it probably would be.) She explains how to think about your relationship with alcohol and why moderation is harder than just drinking or not drinking. Plus, good manners for drinkers in the company of non-drinkers! Try The Alcohol Experiment yourself. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali, Rankings.io, and TextExpander for sponsoring this episode.

We’re talking with Allen Rodriguez today about his new Alternative Business Structure in AZ, Singular Law. He and his partner are some of the first to get licensed under the new rules. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, and Rankings.io for sponsoring this episode.

Law firm and business expert, Lori Gonzalez, joins us today to discuss the recent regulatory reform regarding nonlawyer ownership. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Clio, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lawyerist Product Director, Ashley Steckler, shares how to better scope and manage projects for your business. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Clio, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lawyerist Lab member, Julio Oyhanarte shares about how his popularity on TikTok helped grow his business. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Conroy Creative Counsel, Postali, Rankings.io, and TextExpander for sponsoring this episode.

Bill Burnett & Dave Evans talk about their book, Designing Your Life, and share with us tips on taking charge and designing the life you want to live If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Termageddon, TextExpander, Postali, and Rankings.io for sponsoring this episode.

Ethics expert Susan Liautaud joins us today to talk about ethics in our world today and how we can use ethics to make better decisions. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Lawmatics, TextExpander, Postali, and Rankings.io for sponsoring this episode.

Sandra Sucher shares about the importance of building trust to grow and sustain your business. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LEXReception, Rankings.io , TextExpander, and Postali for sponsoring this episode.

Lawyerist Lab Coach Kelly Street shares about the importance of quarterly retreats and how to run them. Kelly also shares her expertise in the EOS Traction system and how that can help with your quarterly meetings. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Get Staffed Up, Postali, Rankings.io , and TextExpander for sponsoring this episode.

Lawyerist Lab Coach Ryan McKeen and his Client Happiness Coordinator, Brittany Green share about how her role as a Client Happiness Coordinator helps create a client-centered firm. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, and Rankings.io for sponsoring this episode.

StoryBrand and digital marketing expert, J.J. Peterson, shares how to build a compelling story around your brand that reflects your firm well. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Abogados NOW, TextExpander, Postali, and Rankings.io for sponsoring this episode.

Business owner and author, Tom Lenfestey, shares his best practices and steps for how to buy a law firm. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Clio, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Patrick Palace joins us today and discusses how he’s created a successful firm that can run on the day to day without him. He shares how he spends some of his extra time & how he got to where he is today. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali, Rankings.io, and TextExpander for sponsoring this episode.

Lawyerist Lab members Jeremy and Sara Danilson talk about what it takes to grow your business with the right hires. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Knackly, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lab financial coach Bernadette Harris talks about how to think through your financial strategy in your firm. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to DK Global, Postali, Rankings.io, and TextExpander for sponsoring this episode.

Lawyerist’s Legal Tech Advisor, Zack Glaser, shares his best tips for conducting a tech audit in your firm! If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, and Rankings.io for sponsoring this episode.

Lawyerist Lab member Deena Buchanan shares what she did in her firm to get things rolling and growing in no time. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LEX Reception, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lawyerist Lab member Erik Pelton shares his experience with sprucing up his branding and how that helped with his client acquisition process. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Clio, Postali, Rankings.io, and TextExpander for sponsoring this episode.

Labster Spencer Keys shares with us what he has done to make sure his firm stays client centered. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to DK Global, TextExpander, Postali, and Rankings.io for sponsoring this episode.

Labster Valentina Rose shares about how systems and technology she put in place have helped propel her firm forward. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Rocket Matter, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lab coach Ryan McKeen about the components of a business strategy and how to put one together to create a firm you’re proud of. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Lawmatics, Postali, Rankings.io, and TextExpander for sponsoring this episode.

Labster Mike Howard talks about how he is using the traits we teach in The Small Firm Roadmap to grow and improve his criminal defense firm. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Termageddon, TextExpander, Postali, and Rankings.io for sponsoring this episode.

Lab coach Kelly Street is talking with therapist Sherry Walling about what it looks like to carry your client’s trauma. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to DK Global, Rankings.io, TextExpander, and Postali for sponsoring this episode.

Lab coaches Kelly Street and Stephanie Everett share their best tips and insights to help level up your business for greater success. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali, Rankings.io, and TextExpander for sponsoring this episode.

Lawyer, author, and Lawyerist Lab alumna, Megan Zavieh, shares with us what it means to be a modern lawyer and the role ethics and technology play in it all. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, and Rankings.io for sponsoring this episode.

We are replaying an older episode where Lawyerist Co-Founder, Sam Glover, and Stephanie Everett talk about the book they co-wrote together, The Small Firm Roadmap. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Rankings.io, TextExpander, and Postali for sponsoring this episode.

Remote work expert and Lab coach, Maryellen Stockton, talks to us about what your next steps should be after hiring and onboarding an employee. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali, Rankings.io, and TextExpander for sponsoring this episode.

Authors and professors, Michael Heller & James Salzman, talk to us about the rules of ownership in our lives and what role lawyers play in all this. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, and ESQ.Marketing for sponsoring this episode.

Author, speaker and business coach, Trivinia Barber, talks to us about fighting our email to get to inbox zero. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LEX Reception, ESQ.Marketing, TextExpander, and Postali for sponsoring this episode.

Author, speaker and workplace strategist, Erica Keswin, talks about the importance of rituals and how they can transform the workplace. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali, ESQ.Marketing and TextExpander for sponsoring this episode.

Business owner and author, Tom Lenfestey, shares with us his best practices for a law firm succession plan and his top tips for buying and selling law firms. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to TextExpander, Postali, ESQ.Marketing and SweetProcess for sponsoring this episode.

Counselor, author, and speaker, Rachel Ann Dine, talks to us about anxiety, high achieving personalities, and how to find a balance with it all. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Termageddon, SweetProcess, TextExpander, Postali, and ESQ.Marketing for sponsoring this episode.

Author and speaker, Dr. Stefanie Johnson, shares her best practices to forge strong relationships between leaders and teams, inspire greater productivity, and create a positive environment for everyone. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to ESQ.Marketing, SweetProcess, TextExpander, and Postali for sponsoring this episode.

Lawyerist Operations Director, Paige Atkins, shares her best practices for hiring a virtual assistant. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Lawmatics, Postali, ESQ.Marketing, SweetProcess, and TextExpander for sponsoring this episode.

Legal marketing expert, Delisi Friday, shares her specific do’s and don’ts when it comes to marketing across the legal industry. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to SweetProcess, TextExpander, Postali, and ESQ.Marketing for sponsoring this episode.

Marketing & Partnerships Director, Laura Briggs, interviews Lawyerist’s Legal Tech Advisor, Zack Glaser, about all things document automation. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to CosmoLex, TextExpander, Postali, and ESQ.Marketing for sponsoring this episode.

Lawyerist Lab coach Stephanie Everett interviews Lab member Aaron Thomas about their lab journey and what they’re currently dealing with in their small firm. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Timesolv, ESQ.Marketing, CosmoLex, TextExpander, and Postali for sponsoring this episode.

Author and CEO of Hint Water, Kara Goldin, shares her story and what it means to be undaunted throughout your career. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Moneypenny, ESQ.Marketing, CosmoLex, TextExpander, and Postali for sponsoring this episode.

Author and speaker Josh Linkner shares his best practices for unlocking creativity in your work. Interested in Josh’s new book? Use this link and type in code ‘lawyerist’ to get free stuff! If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Clio, Postali, ESQ.Marketing, CosmoLex, and TextExpander for sponsoring this episode.