Law Firm Autopilot

How can a solo personal injury lawyer run a leaner, more profitable practice without sacrificing client service? Lee Rudin, a New Orleans-based attorney, shares the tech stack and outsourcing strategies that help him do exactly that. In this episode, you'll discover: The tools Lee swears by—like Text Expander, Demands AI, and File Vine—and how they save him hours every week How virtual assistants fit into his system and boost efficiency His approach to marketing with short-form video and social media to attract ideal clients Whether you're drowning in admin work or looking to future-proof your firm, Lee's approach offers a real-world blueprint for using tech to scale smartly. General Resources Lee's Website: https://getrude.com Lee's Phone #: 833-GET-RUDE (toll-free number) Follow @GetRudeLaw on: Instagram, TikTok, YouTube Other Resources ChatGPT Lab (learn about this weekly workshop) Apply to join the ChatGPT Lab (get the most out of your subscription) The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

The best way for lawyers to master AI is to deep on just one tool: ChatGPT. In this episode, you'll learn practical tips for using it in your practice, why the paid version is worth it, and how to get the most out of it. You'll also learn about the new ChatGPT Lab, a hands-on training program to help solo/small firm lawyers who want weekly guidance on using AI in their practice. General Resources Sign up for ChatGPT (get the $20/month version for maximum utiliity) ChatGPT Lab (learn about the weekly coaching program) Apply to join the ChatGPT Lab (get the most out your subscription) Other Resources The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

Wisper Flow is a no-fuss AI-powered dictation tool that helps you put words into documents or emails three times faster than typing. Because it's powered by AI, it can pick up your style and get better over time. Also, it works fabulously with apps like ChatGPT and Perplexity. In this episode, you'll learn exactly how it can streamline your workflows and free your mind for higher-level work. Resource links Wisper Flow (special discount link) Other Resources The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

Discover how legal research giants like LexisNexis and Westlaw are being disrupted by low cost AI tools like ChatGPT. Smart solo lawyers are ignoring overpriced AI tools favored by BigLaw in favor of cheaper, more innovative options. Listen to find out which AI-powered legal research options that deliver speed, savings, and simplicity without bloated price tags. Resources from this Episode Carolyn Elefant's LinkedIn Post  ChatGPT  Google NotebookLM  Midpage  Westlaw  LexisNexis CoCounsel (Thomson Reuters / Casetext AI assistant) Fastcase Vincent AI (Fastcase's AI research tool) Clearbrief Microsoft 365 Copilot Other Resources The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers)   Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

In a world where we rely on digital tools to remember things, the ancient art of memory training seems to have been forgotten. Which is a shame because memory training provides many advantages—especially for lawyers who need to retain vast amounts of information. In this episode, memory expert Anthony Metivier explains how to develop extraordinary recall using personalized techniques that make memorizing more engaging and effective.  If you've ever wanted a sharper memory and a stronger mind, you'll relish what you'll learn in this episode. In this episode, you will hear: Learn about memory palaces and association strategies for organizing and recalling complex information. Discover real-world applications of memory mastery, especially in professions like law, for better persuasion and connection. Personalization of memory techniques for effective long-term retention and practical everyday use. Embrace the transformative power of memory training for personal growth and cognitive enhancement. Resources from this Episode About Anthony Metivier Magnetic Memory Course by Anthony Metivier Anthony's podcast:  Magnetic Memory Method My blog post on How to Improve Memory Using Proven Techniques General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Mathew Kerbis transitioned his billable hour practice to one that uses subscription pricing exclusively. Find out how he did this, and how subscription pricing works for transactional lawyers. Also discover how AI is making it work even better. In this episode, you will hear: Transitioning from billable hours to subscription-based legal services Integration of AI tools to enhance legal workflows and client satisfaction Flexible pricing strategies and maintaining low operating expenses Insights from other entrepreneurs on technology-driven innovation Benefits of project-based tracking over traditional time tracking Resources from this Episode Mathew's website: The Subscription Lawyer Mathew's podcast: Law Subscribed Mathew's LinkedIn Profile Paxton.ai - Service Mathew uses and recommends Google Notebook LM Plus - Service Mathew uses and recommends Perplexity Pro - Service Mathew uses and recommends General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode you'll meet an attorney named Ilona Anderson who was originally from Russia but came to the U.S. when she was sixteen and pursued her passion for law. You'll learn about her first job working in a big Miami firm, where she handled commercial litigation cases. We discuss the importance of using systems and her interesting take on what good systems look like in a law practice. We talked about the best tools to store SOPs, and why she's exploring the use of a popular tool called Notion (and why I recommended she think that decision through carefully). In this episode, you will hear: Ilona Anderson's journey from Russian immigrant to successful Miami attorney and entrepreneur Founding her own employment law practice after facing career challenges and denied flexible work arrangements Importance of systematization and delegation in law practice management Embracing technology and automation tools like MyCase, GoHighLevel, and AI to enhance legal practice Transition from litigation to trademark law to support entrepreneurs Radical responsibility and mindset shifts for personal and professional growth Resources from this Episode Ilona's firm website Ilona's LinkedIn profile Ilona's Substack newsletter Anthony Metivier's free memory training course General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) General Resources Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode, you'll learn that you have a photographic memory without knowing it. Just like Baton Rouge attorney Tony Clayton who can remember names and faces instantly, which helps him recall details about jury pool members, even groups of 50 to 75 people. By the end of the episode, you'll understand how to unlock this skill to remember anything you want to and you'll be completely astonished. In this episode, you will hear: Unlocking the potential of photographic memory through accessible techniques. Exploring the historical and modern relevance of the loci system, dating back to Simonides of Ceos. Using mnemonic devices and bizarre visual imagery to enhance memorization and retention. The transformative impact of memory mastery on personal and professional growth. Practical applications of memory techniques, including memorizing numbers and historical figures. Resources from this Episode Moonwalking with Einstein, Joshua Foer Deep Work, Cal Newport The Memory Book, Harry Lorayne & Jerry Lucas General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)

Nancy Jeng, co-founder of Billables.ai, reveals how passive time-keeping is changing the game for lawyers—capturing billable hours with zero effort and tailoring entries to your style. Learn how this AI-powered tool integrates seamlessly with Clio, Microsoft, and more, while offering surprising benefits even for lawyers who don't bill for their time.  In this episode, you will hear: The transformative power of AI in legal timekeeping and billing Seamless integration of Billables AI with platforms like Clio, Microsoft, and Google Automation of time capture processes for precise and efficient billing Overcoming challenges in legal time management with AI-driven tools Versatility of Billables AI for various billing models, including flat fee and contingency-based firms Emphasis on personalization and adapting to individual user preferences in billing practices Resources from this Episode Billables.ai website 1-Minute Video Demo of Billables.ai (YouTube) 2-Minute video from Nancy's demo to my Inner Circle Nancy's email address: nancy@billables.ai General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Want to harness the power of AI while at the same time minimize risk? Then learn to balance critical and creative thinking as you use AI in your law practice. Listen and get concrete recommendations for making this happen now. In this episode, you will hear: Exploring AI's role in enhancing legal practice for solo and small firm lawyers Balancing critical and creative thinking in law with AI tools Practical steps for integrating AI, starting with low-risk tasks Importance of collaborative learning and peer insights in AI adoption Embracing AI's potential despite its flaws and imperfections Resources from this Episode Inner Circle membership link Loom video of How to use a Custom GPT to improve Writing General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

How can solo attorneys harness AI to stay sharp and competitive? This episode dives into Microsoft's new report on AI and how it will impact legal research, document review, and client service. Listen and get practical tips and strategies for leveraging AI in 2025—boosting productivity, streamlining work, and sharpening your edge.  In this episode, you will hear: Embracing AI to enhance productivity and client engagement for solo and small firm lawyers Insights from Microsoft's New Future of Work Report on AI integration in legal practices The concept of microproductivity and breaking tasks into manageable parts with AI Addressing concerns about AI diminishing human intelligence and highlighting collaboration benefits AI's role in contract drafting, client communication, and engagement through chatbots Increasing accessibility and affordability of AI tools for solo practitioners AI's potential to contribute to a more equitable legal system and bridge the justice gap Resources from this Episode Microsoft recent report on The Future of Work NotebookLM (Google's tool for generating realistic discussions between AI bots) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Oxford philosophy professor Jonny Thomson explains how philosophy sharpens critical thinking, reveals hidden biases, and helps uncover the truth in a messy, complex world. From the Socratic method to the role of testimony and the challenges posed by AI, this episode dives into the intersection of philosophy, psychology, and the modern search for knowledge. A must-listen for lawyers and anyone who values sharper thinking. In this episode, you will hear: Exploration of the intersection between philosophy and artificial intelligence Johnny Thomson's transition from educator to full-time writer and his book "Mini-Philosophy" The role of the Socratic method in philosophy and law Discussion of Meno's Paradox and the debate between rationalism and empiricism Examination of the reliability of knowledge and the importance of reliable sources Contemplation of artificial intelligence's ability to replicate human intelligence Resources from this Episode Jonny's Website  Jonny on Instagram  Jonny on TikTok  Jonny's Big Think articles  Jonny's LinkedIn profile Mini Philosophy, book by Jonny Thomson Mini Big Ideas, book by Jonny Thomson Mini Psychology, book by Jonny Thomson General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode, you'll hear from Jeff Austin, an estate planning attorney from Durham, North Carolina, who spent a year practicing law remotely while living in Argentina with his family. Jeff will explain how he transitioned to a paperless, remote practice, tackling challenges like how to notarize documents remotely, how to manage client communication, and how to handle physical mail. In this episode, you will hear: Jeff Austin's transition to a remote, paperless law practice while living in Argentina. Innovative solutions for remote notarization and client communication. Maintaining ethical standards as a North Carolina attorney practicing abroad. Practical strategies for building a credible online presence and client trust. The importance of technological tools like eSIM cards and virtual mail services. Adaptability and resourcefulness in international living and remote work. Resources from this Episode MyCase - Practice management software that Jeff used Traveling Mailbox - A physical mailbox service that scans and manages mail.  One Notary - Remote notarization service BestNotary - Concierge estate planning service that provides notary and witness services. Amazon Kindle - E-reader for reading work-related materials Next Stand - Portable laptop stand for ergonomic use. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

You should optimize your appearance in online meetings and presentations to appear professional, credible and authoritative. You don't need to do a lot to make that happen, and in this episode you'll find out how with tips for best cameras, mics, backgrounds, plus simple, practical tips for being a good host and attendee. Topics covered: Why Your Zoom Appearance Matters The "Zoom Economy": Investing in On-Screen Appearance DIY Tips for a Professional Look Creating the Perfect Background Lighting and Makeup Tips Upgrading Your Webcam and Microphone Best Practices for Zoom Attendees Hosting Effective Zoom Meetings Conclusion and Additional Resources Resources from this Episode On Screen Authority training (free) Dream Studio  (the $8,000 studio) The Hustle article on Zoom trends Instructions for how to upload a custom background to Zoom Canva (for designing the custom background) Amazon soft light options ATR mic I use and recommend General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode Deb Feder shares her transition from business lawyer to a coaching business for business professionals. You'll hear about her early career trials, favorite book picks, and how technology has changed the legal profession. She'll also share her great advice on email efficiency, time management, client rapport, boundary setting, and using LinkedIn for business development. In this episode, you will hear: Deb Feder's transition from business law to coaching business owners, including lawyers Insights into refining email communication and mastering time management The challenges and opportunities of practicing law in the pre-tech era of 1999 Importance of authenticity and building genuine client relationships Mindfulness practices and setting boundaries for personal and professional success Resources from this Episode Tell Me More: Building Trusted Client Relationships through Everyday Interactions, by Deb Feder After Hello: How to Build A Book of Business, One Conversation at a Time, by Deb Feder Amplification Analyzer (Deb's tool for helping professionals decide where to best showcase their thought leadership) Blue Ocean Strategy, Expanded Edition: How to Create Uncontested Market Space and Make the Competition Irrelevant (recommended book) Dean Jackson, marketing expert. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

This episode discusses Google's NotebookLM, an AI research assistant designed to handle groups of complex documents. Listen and learn about its amazing features, such as generating summaries, citations, and FAQs.  You can also hear the “audio overviews” feature, in which two bots discuss a recent case (Matter of Weber) involving the use of AI in the courtroom. Here are details of what was covered: Introduction to Google's NotebookLM Exploring NotebookLM's Features Getting Started with NotebookLM Demo of NotebookLM's Audio Summary Weber Case: Family Feud Over Bahamas Property AI in the Courtroom: A New Frontier The Legal Implications of AI Evidence Balancing AI Benefits and Risks Resources from this Episode Tiago Forte's YouTube: How to use NotebookLM Perplexity Summary of NotebookLM Steven Johnson's Medium article: How To Use NotebookLM As A Research Tool Check out GoogleLM (click here) The Matter of Weber (AI case discussed) Other Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you're actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.   If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.   Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000).   And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.   He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.   Find out more at EmeraldCity

Believe it or no, it's possible to work as "digital nomad lawyer" and spend all your time traveling the world. Our guest Brian Dixon knows this first hand.  In this episode, you'll learn about his journey from a traditional law practice to fulltime globetrotter. Listen and learn which practice areas are best suited to this kind of life, and which tech tools are most important to adopt. In this episode, you will hear: Transition from traditional legal practice to digital nomad lifestyle. Balancing work-life with travel, highlighting benefits like flexibility and reduced stress. Practical advice on maintaining reliable connectivity and managing correspondence remotely. Exploration of tools and strategies for remote legal work, including Airalo and VPNs. Importance of having a well-established process before adopting a digital nomad lifestyle. Resources from this Episode Lexis Practical Guidance Airalo eSim card (for low-cost overseas data plans) Wework Co-Working spaces Sony Headphones Travelling Mailbox (for collecting mail) Calendly (automated scheduling) Shokz OpenComm2 headset The Alchemist, by Paolo Cohelo reddit post: "Advice Needed: Are there any lawyers working as a digital nomad who can share how they transitioned to becoming fully remote?" Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Explore the cutting edge of legal writing with Ross Guberman, the founder of a company called Legal Writing Pro. In this episode, learn interesting ways that generative AI can help lawyers write better briefs and contracts. In this episode, you will hear: Generative AI tools for stress-free, effective legal writing Insights on creating influential legal writing resources Exploration of BriefCatch, an AI-powered legal writing tool Ethical considerations and potential of AI in legal practice Strategies for crafting compelling legal arguments and reply briefs Resources from this Episode Show Note Links LinkedIn post by Carolyn Elefant about using AI to write briefs Point Made: How to Write Like the Nation's Top Advocates Point Taken: How to Write Like the World's Best Judges Deal Struck: The World's Best Drafting Tips Legal Writing Pro (Ross's company website) BriefCatch software SmartBrevity: The Power of Saying More with Less ("Brevity is confidence. Length is fear.") ChatGPT Perplexity Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode, you'll hear Judge Scott Schlegel explain why he believes that lawyers and judges should know as much as possible about how AI tools work. And why they should gain this understanding by using the tools as much as possible. In this episode, you will hear: Judge Scott Schlegel's career journey from finance to tech-savvy appellate judge. AI tools like ChatGPT, Claude, Llama, Grok, and Perplexity in legal practice. Ethical and practical implications of AI in courtrooms. Innovative idea of using voice clones for jury instructions. Enhancing legal research and case management with AI. Legal challenges surrounding data scraping and intellectual property. Resources from this Episode ChatGPT Claude Perplexity Llama (by Meta/Facebook) Grok (Twitter) LinkedIn posts by Judge Schlegel Substack posts by Judge Schlegel Snell v. United Specialty Insurance Co. (concurrence by Judge Kevin Newsom) ABA Formal Opinion 521 (regarding the ethical use of GenAI) Deep Fake examples (by Judge Schlegel) Judge Schlegel's website General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)

Building a successful law practice is a lot easier when you focus on the right things. And that's exactly how attorney Elise Buie built a thriving practice that's both financially lucrative and immensely enjoyable. In this episode she shares her top three secrets to massive success. In this episode, you will hear: Building a successful law practice with controllable elements and technology Importance of self-reflection and personal responsibility in legal practice Utilizing AI and technology to streamline law firm operations Effective delegation and outsourcing for solo and small firms Emphasis on stoic principles and focusing on the process over results Practical strategies for implementing SOPs and boosting productivity Resources from this Episode Elise Buie Family Law (website) The Teachings of Don Juan: A Yaqui Way of Knowledge, Carlos Casteneda Relentless Solution Focus: Train Your Mind to Conquer Stress, Pressure, and Underperformance, by Dr. Jason Selk Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect, Will Guidara Fair Play: A Game-Changing Solution for When You Have Too Much to Do (and More Life to Live), Eve Rodsky Joey Vitale's Skybreaker website (helps lawyers find overseas VAs) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Every lawyer should use an AI note-taking app, but now there are dozens, so which one should they use? In this episode, we examine the top two apps and compare features so you can make a fully informed decision. In this episode, you will hear: Introduction to AI note-taking apps Personal experiences and insights on the effectiveness of these tools for attorneys. Detailed comparison of features, reliability, security, and integration capabilities. Importance of reliability, security, and integration capabilities. Practical benefits such as transcribing meetings, summarizing calls, and exporting files. Resources from this Episode Otter.ai Fireflies.ai Loom video comparison of Otter.ai & Fireflies Links to sample transcripts of same audio → Otter & Fireflies (covered in the Loom) Plaud.ai Shokz OpenComm2 headset Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

The ABA's new ethics opinion on lawyers' use of AI is a must-read, but this episode will give you the key takeaways you need to be aware of. We'll also discuss the provocative statement in the opinion that "AI can help lawyers predict how judges might rule on a legal question based on data about the judge's rulings." Listen now to learn more.   In this episode, you will hear: Discussion on the ABA ethics opinion's claim that AI can predict judicial rulings, despite skepticism due to lack of cited authority. Exploration of the ethical challenges lawyers face when integrating generative AI tools into their practice. How AI is transforming tasks like electronic discovery, contract analytics, and due diligence in mergers and acquisitions. Examination of Rule 1.1 (duty of competence) and Rule 1.6 (duty of confidentiality) with practical tips for staying updated and protecting client information. Resources from this Episode ABA Formal Opinion 512 (Generative Artificial Intelligence Tools) My LinkedIn post about the ABA Opinion (please join the discussion) Allie K. Miller's course on using GenAI My Inner Circle (online community of lawyers) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/  Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Social media marketing is easy and inexpensive if you approach it right. Being authentic is one key to success, but there's another word that's even more important. And that's what this episode will explain and discuss. In this episode, you will hear: Leveraging social media for attorneys The importance of relationships in social media marketing The pitfalls of chasing viral content and the value of authenticity Practical social media marketing strategies (ex. content harvesting and sharing local events) Tips for engaging effectively on social media Resources from this Episode My LinkedIn bio My Twitter bio My Instagram bio Marques Brownlee (the YouTube tech guy) The Hustle (best place to get interesting content to share on social media) Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Modern lawyers need new workspaces optimized for remote work, virtual collaboration, and asynchronous communication. In this episode, you'll find out which two software tools are the best online workspaces and why popular cloud-based practice management software does not compete with these new options. In this episode, you will hear: Modern online workspaces for remote collaboration Choosing the right online workspace Choosing affordable online workspaces Innovative software tools and productivity Resources from this Episode Craft online workspace Notion online workspace Loom demo/intro video of Craft (made for my friend Mike) InstaHeadshots (professional headshots from smartphone pics) Loom demo of InstaHeadshots (made for Inner Circle members) Check out my Inner Circle (where you'll learn to collaborate virtually and communicate asynchronously with other like-minded solo and small firm attorneys) Take the Law-Tech Assessment to help you understand which tech tools you need to concentrate on to keep your practice modern and competitive. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Kristen David is an amazing lawyer who believes there are 6 fundamental systems that every law practice needs. She learned this when she needed a way to escape stress and burnout to gain massive fulfillment and freedom. For the past decade, she's coached lawyers on how to develop, maintain, and refine systems.  And in this podcast episode, she shares her best tips that you can start systematizing your law practice. In this episode, you will hear: Importance of systems in legal defense The 6 key systems for legal practices Effective lead acquisition and marketing strategies for small businesses Encouraging team collaboration and growth Effective communication for implementing changes Implementing systems for law firm sales Resources from this Episode Kristen's email address: kristen@uplevelingyourbusiness.com  Upleveling Your Business: Kristen's website Kristen's best resources for lawyers Kristen's presentation to my Inner Circle Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

If you want better clients, you need to convey that you are very special, not like most attorneys. How you convey that message is everything. You can't communicate in cliches or brazen claims. You must come across as sincere, thoughtful, and truly considerate.  In this session, we'll discuss how to do that using simple, easy-to-write emails. In this episode, you will hear: Marketing tactics for attracting quality clients Effective marketing strategies for lawyers Client referral strategies with testimonials Email marketing for lawyers Resources from this Episode Sign up for my Educational Email course to see my process for encouraging opt-ins and then sending valuable information by email. Some lawyers resort to overly aggressive or awkward tactics that make them seem desperate and are off-putting to higher-quality clients (​here's an example​ of what I mean). You can subscribe to my email list to see what my "conversational emails" look like. You should definitely subscribe to Dean Jackson's list. And to David Ward's email list as well (ignore his shabby web page; his emails are amazing). If you're collecting email addresses on a website consider ​doing this​ to help boost opt-ins. Check out my Inner Circle (an online community of friendly lawyers who are using technology to improve their practices and sharing their practical insights) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're currently using in your practice General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Gabriel Marous is a New York business lawyer who runs his firm, making extensive use of VAs based in the Philippines. He had to figure out for himself how to recruit, hire, train, and manage his team of 10 VAs. Now, he helps other lawyers and business owners do the same. In this episode, you'll learn how he started doing this, what mistakes he made and overcame, and how you can take advantage of overseas VAs just like he has done. In this episode, you will hear: Leveraging overseas virtual assistants in business Transitioning to overseas virtual assistants Setting up virtual team operations Virtual office and Zoom integration Finding and developing virtual assistants Building a remote team for professionals Managing multiple applications and cybersecurity Leveraging 80-20 principle for success Resources from this Episode LinkedIn: The primary platform mentioned for connecting with Gabriel J Marous personally. Marus Law: Gabriel J Marous's law firm VA for Professionals: Mentioned as Gabriel J Marous's service Magic: A service mentioned for finding virtual assistants. Time Doctor: A tool discussed for monitoring and time tracking. LastPass: Mentioned as a tool for managing passwords securely. Clio Conference: Recommended for lawyers seeking to enhance their Clio usage and connect with experts in the legal tech field. Upwork: Mentioned as a platform for finding freelancers and remote workers. Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Readwise (will be discussed in an upcoming episode) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

How can you be more productive and enjoy doing so? Merely checking off boxes on a To-Do list isn't the answer. Attorney David Sparks has the best answer I've come across, and he explains it very well. David is exceptionally productive in juggling a mind-boggling number of responsibilities. Listen and learn David's incredible secrets to being productive in a way that enables you to accomplish a lot while feeling good (and not stressed). In this episode, you will hear: Productivity tips for attorneys Productivity and prioritization in modern life Finding meaning and accountability Finding purpose and productivity Productivity and time management for lawyers Resources from this Episode MacSparky - David Sparks' website Day One - Journaling app mentioned in the conversation Motion - Tool for automatic calendar adjustments "Start with Why" by Simon Sinek - Book mentioned in the conversation Arete - Concept discussed, related to Greek philosophy David Sparks' productivity field guide: Use this discount code: Goldfish Chris Bailey's Website - Explore more about Chris Bailey and his productivity insights Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Readwise (will be discussed in an upcoming episode) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice  General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

 As we all know, modern technology can create powerful leverage in any business. Unfortunately, it's complex and rapidly changing, which creates big challenges—especially for lawyers. Most lawyers lack the instincts to know what to focus on and prioritize, so they often make big mistakes when using technology. Fortunately, the five biggest mistakes can be avoided if you know what they are and how to avoid them. Listen and find out how. In this episode, you will hear: Avoiding lawyer technology adoption mistakes Avoiding technology mistakes in law Leveraging technology for maximum success Outsourcing receptionist services with Smith AI Cost-effective tech consultation for lawyers Resources from this Episode - Jared Correia (Red Cave Legal) for advice on practice management software: https://redcavelegal.com/about/  https://redcavelegal.com/  - Otter.ai (best meeting transcription tool using AI) - https://otter.ai/referrals/7V69G9OV  - My Top Tech Tools Guide for Lawyers - https://frictionless-lawyering.craft.me/Top-Tech-Tools  - Check out my Inner Circle (for useful discussions about tech tools recommended for lawyers) - https://ernietheattorney.net/inner-circle-community/  - Check out my Law Practice Assessment if you want specific recommendations for improving based on the technology you're using in your practice - https://law-practice-assessment.scoreapp.com/p/podcast General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

 AI Chatbots powered by GPT-4 technology are improving rapidly so the opportunities are expanding for lawyers who want to leverage this to improve aspects of their practices. But which GPT4 chatbots are best? And what are the best opportunities for using them in your practice? That's what we'll cover in this episode. In this episode, you will hear: The emergence of generative AI chatbots and their implications for the legal industry Maximizing the features of advanced AI writing models The use of RAG and proprietary data to mitigate AI “hallucinations”  Strategic use of AI for ideation and Grammarly for writing More ways to think about implementing AI effectively Resources from this Episode Ethan Mollick's article: Which Al should I use? Superpowers and the State of Play Ethan Mollick's upcoming book: Co-Intelligence: Living and Working with AI Ethan Mollick's Substack: One Useful Thing Link to Bloomberg podcast episode: Why Are Lawyers Still Making Bad Al Mistakes? Grammarly (tech tool recommendation) Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Check out this Law-Tech Assessment if you want my recommendations for improving your practice with technology. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

 LinkedIn is a goldmine for professional referrals. Think of it as a 24-hour networking event that runs 365 days a year.  You can "attend" asynchronously and easily generate new referrals without spending a lot of time "working the room.” In this episode, you will hear: 24/7 receptionist and chatbot services Unlocking LinkedIn's potential Crafting effective taglines for lawyers Optimizing LinkedIn profile for SEO Leveraging linkedin for networking success  Resources from this Episode My LinkedIn page My LinkedIn post about "Most lawyers won't like this" Justin Welsh's LinkedIn page Justin Welsh's LinkedIn course ($150 or $97) Justin Welsh's free post about LinkedIn strategy Canva image-creating tool (to make LinkedIn banner) Check out my Inner Circle (to participate in ongoing discussions about marketing, tech tools, and more Check out my short Law-Tech Assessment for specific recommendations for improving based on the technology you're using in your practice General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Podcasts are valuable troves of knowledge. And yet it's notoriously challenging to capture insights and take notes on things you want to remember. But now there's a magic solution that you'll definitely appreciate knowing about that you'll learn all about in this episode. In this episode, you will hear: Leveraging podcasts for professional growth Essential features for podcast listening Features and benefits of Snipd app Leveraging 80/20 Principle for success Resources from this Episode Get a 30-day free trial of Snipd: The Tim Ferriss Show (podcast) Cal Newport's Deep Questions (e.g., Episode 287 on Minimalist Notes) Loom video demonstration of Snipd I did for folks in my Inner Circle Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend) Readwise (will be discussed in an upcoming episode) Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you're using in your practice  General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

In this episode, you'll learn how a Virginia lawyer found the best business coach to help his firm implement principles from the popular book “Traction” (by Gino Wickman). Listen as Kellam Parks shares the process he used to research and vet candidates, and why he says the decision to hire a coach was "transformative." He also explains exactly why the principles in Traction are so helpful in growing a modern law practice. In this episode, you will hear: The benefits of applying the business book "Traction" to law practices Some challenges traditional law firms face Understanding the concept of Entrepreneurial Operating System (EOS) The challenges and benefits of coaching for solo lawyers Implementing EOS and finding the right coach The importance of generosity as a core value Resources from this Episode - Stephanie Everett (the coach Kellam hired) - Lawyerist Labs (group coaching program) - Melissa Shanahan (Velocity Work) - Trillion Dollar Coach: The Leadership Handbook of Silicon Valley's Bill Campbell (business coach to Steve Jobs and Eric Schmidt) - Charlie Munger's Psychology of Human Misjudgment - The Moment, podcast by Brian Koppleman (creator of Showtime's Billions) - Traction: Get a Grip on Your Business, by Gino Wickman - Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable, by Michael Morse - The Go-Giver: A Little Story About a Powerful Business Idea, by Bob Burg General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Hackers repeatedly use the same common ploys to fool most people most easily. Avoid becoming a victim by learning about these ploys and by using a tech tool that too many people do not know about (or use if they do know). In this episode, you'll learn about six excellent recommendations the AARP believes can protect people online. And learn more about the one that's most beneficial for everyone who uses the Internet via computer, tablet device, or smartphone. In this episode, you will hear: Technology in efficient law practices The importance of automated scheduling The benefits of implementing a consultation fee Using the 80/20 principle to leverage your practice Resources from this Episode AARP article: What I Learned After Hackers Attacked Me and Stole $4,000 AARP Fraud Watch Network 1Password (password manager Ernie recommends) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

Traditional ways of scheduling appointments have too much friction, so lawyers should now adopt automated scheduling technology like that offered by Calendly. When you use this type of tool, you'll be able to do more deep work without being bogged down with scheduling appointments or getting interrupted during peak work time. In this episode, you'll learn exactly why automated scheduling will help you save time and avoid frustration. And you'll learn how to optimize it for your practice. In this episode, you will hear: Embracing tech for law practice efficiency: using Loom and Calendly Valuing time with pre-consultation fees and streamlined scheduling Integrations boosting productivity: Calendly with Zoom/ConvertKit AI's future role in enhancing automated scheduling Next episode teaser: Cybersecurity in tech-empowered law practices Resources from this Episode Calendly (click here to sign up for the free service) Click here to book a free 15-minute call with me (and see how I use Calendly) Check out my recently updated guide: Top Tech Tools for Lawyers. General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

The year 2024 is the year of Ninja Lawyering for solo and small firm lawyers who want frictionless efficiency, financial freedom, and flexibility to work less and enjoy life more. The key is leveraging technology strategically by focusing on a few key tools, the first of which we'll discuss in this episode. If you start using this tool, your practice will start to transform itself in mind-boggling ways. In this episode, you will hear: Introduction to Ninja Lawyering: Strategies for solo and small law firm efficiency using technology and the 80/20 principle. Exploration of 12 transformative tools for legal practice: Loom, ConvertKit, ChatGPT, and others. Deep dive into Loom for effective asynchronous video communication to reduce meetings and misunderstandings. Leveraging the 80/20 principle for maximizing outcomes with minimal resource investment in legal practices. Tips for adopting technology strategically: using free trials, focusing on one tool at a time, and seeking personalized guidance. Recommendations for outsourcing phone answering services and using private attorney networks for referrals. The importance of actively using the tools discussed for genuine improvement in legal practice efficiency. Resources from this Episode My List of 12 Top Tech Tools (will be updated as necessary) My Practice Assessment: https://law-practice-assessment.scoreapp.com/p/podcast Loom video tool - start with the free trial My Loom video explaining the transcript feature My smartphone recording of a Loom video while walking My Inner Circle (a community of friendly, down-to-earth lawyers who value frictionless efficiency) My Co-Pilot group coaching program (for lawyers operating at the most serious level) General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

In Part 2 of our discussion of "Digital Nomadism," Megan Hargroder shares more insights on the art of living and working from anywhere. She highlights the use of platforms like Trusted House Sitters as an alternative to using AirBnb. And we also discuss safety tips while traveling abroad. Finally, we cover money management strategies, which are critical as well. Whether you're considering a full-blown leap into digital nomadism or just looking for tips on how to be more effective doing remote work, this episode offers a wealth of useful recommendations and practical advice. In this episode, you will hear: Strategies for securing free accommodations, maintaining fitness, managing finances and ensuring safety while on the move. Insights into co-working spaces, fostering relationships, and overcoming language barriers with tools like Google Translate. Emphasizing the importance of language learning and understanding cultural etiquette while traveling. Addressing perceptions of Americans as poor travelers and sharing personal experiences with petty crime in Europe. Resources from this Episode Part 1 of Digital Nomadism: https://ernietheattorney.net/portfolio/lfa265/ Trusted House Sitters - A platform for finding house-sitting opportunities, often including pet care, as an alternative to Airbnb and options that require you to pay for lodging. https://www.trustedhousesitters.com/  Google Translate - Used to overcome language barriers while traveling. https://translate.google.com/ WeWork All Access Membership https://www.wework.com/solutions/wework-all-access Megan discussed using WeWork across Europe as a consistent and flexible workspace. ClassPass - A service for finding and booking fitness classes while traveling, allowing users to maintain their fitness routine. https://classpass.com/ VPN (Virtual Private Network) - Recommended for secure internet use, especially when working from coffee shops or other public spaces. https://www.expressvpn.com/ Google Form to Apply for Digital Nomadism Workshop: https://forms.gle/X7PLgKYDBEoViKk66 General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

In this episode, we delve into a detailed conversation with Rio Peterson from Alps Insurance. We explore the intricacies of malpractice insurance and discuss how solo and small law firms can protect themselves not just against malpractice, but also cyber attacks and employment claims. We also delve into the transformative potential of artificial intelligence in law practice, shedding light on how it can help cut costs, increase efficiency, and enhance client services. Rio, who was previously with Clio, brings a wealth of knowledge about insurance in the legal field. The duo break down the complexities of malpractice insurance and shed light on the significance of cyber security in today's digital age. They also discuss the potential of artificial intelligence in streamlining legal services and improving efficiency. Tune in to this engaging and enlightening episode to understand the benefits of using technology, the importance of insurance coverage and the potential of AI in transforming the legal industry. In this episode, you will hear: Changing Company Names for Rhyme Impact Professional Liability and Cyber Response  The Benefits of Specializing in Law Using Legal Tools and Mitigating Risks AI for Content Repurposing and Marketing AI & Language Proficiency in the Philippines AI in Legal Practice Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Rio Peterson Resources Alps' Website: [https://www.alpsinsurance.com](https://www.alpsinsurance.com) Alps' Blog: [https://www.alpsinsurance.com/blog](https://www.alpsinsurance.com/blog) Resources: [https://www.alpsinsurance.com/resources/risk-management](https://www.alpsinsurance.com/resources/risk-management) Clio 2023 Trends Report: [https://www.clio.com/resources/legal-trends/](https://www.clio.com/resources/legal-trends/) Google Analytics: [https://marketingplatform.google.com/about/analytics/](https://marketingplatform.google.com/about/analytics/) Hubspot: [https://www.hubspot.com](https://www.hubspot.com)     Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

In the latest episode, attorney Dorna Moini explains how her product, Gavel, enables full intake and workflow automation. She also explains how lawyers can document their expertise and turn that into revenue-generating products. In this episode, you will hear about: The importance of automating repetitive tasks, which begins with recording and analyzing repeatable tasks. How innovative document automation has revolutionized traditional legal services. The concept of productizing legal services and how doing this enhances customer experiences. How to use integrations for productizing legal services. The role of artificial intelligence in workflow development, and the importance of quick adaptation in automation projects. Resources from this Episode Link to book a free 30-minute call with Gavel Book a free demo of Gavel Link to Gavel website Gavel Learning Center (on the website) YouTube videos with demos of Gavel Tim Ferriss podcast episode with Sam Corcos (re: use of Loom) Top 12 Document Automation Software Options General Resources Click for a list of the Best Tech Tools for Lawyers Check out my Law Firm Systems Intensive Get my new email course: ChatGPT for Lawyers (it's free) Check out my Law Practice Assessment if you want to improve your practice. (answer a few questions and then get specific recommendations for improvement in 5 key areas). Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you're actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.   If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.   Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000).   And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.   He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.   Find out more at EmeraldCity  

This episode features an interview with a lawyer who went from helping build a multimillion-dollar firm to practicing law from coffee shops in Europe. Sheila Wilkinson helped build a highly successful law firm from scratch even before she went to law school. Crazy but true. And after law school, she created her own successful practice, which she still runs, often from coffee shops in the country of Brussels. Another focus for Sheila is providing what she calls "Socratic coaching" for lawyers. Specifically, those who feel frustrated in their practices. Sheila's message is: Law practice doesn't have to be unfulfilling and frustrating. You can transform your life, your practice, and your state of mind. Listen, and find out how to make major improvements to your law practice. In this episode, you will hear: The transformational journey of Sheila, who transitioned from building a million-dollar law firm to practicing law from various coffee shops in Europe. How Sheila Wilkinson leverages technology, practices Socratic Coaching for Lawyers, and benefits from digital nomadism. Sheila's approach to overcoming personal and professional hurdles by emphasizing clarity, confidence, and understanding one's mental processes. The significance of emotional decision-making and proper risk assessment in law practice. A deep dive into social conditioning and its impact on decision-making abilities. Resources from this Episode - Casemap software (by Lexis) - Richard Feynman blog post on hypnosis - Thinking Fast & Slow Book, Daniel Kahneman - Chaos Kings book - Quitting, by Annie Duke - Fooled by Randomness, by Nassim Taleb - Sheila's website - Sheila's podcast "What Would Sheila Say?" - Book a free call with Sheila - Connect with her on Instagram and LinkedIn - Sheila's Other Free, Fun Stuff General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

This episode is a deep dive into the law practice of solo attorney Brandon Siegel, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging. The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment. We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn't necessarily love everything he's using, and you'll find out why. So listen and gain insights that will help you improve your practice as well. In this episode, you will hear: Brandon's Years of Practice and Solo Transition Dependency on Sanebox for Email Management Text Expansion for Efficient Chat Conversations Coding and Automation Tools for Efficiency Resources from this Episode: - Clio - Microsoft Bookings - Slack - Trello - Evernote - Microsoft One Note - Zapier - ChatGPT - Claude.ai - Make.com (formerly Integrate) - Faster Suite - Grammarly - WordRake - BriefCatch - TextBlaze - Adobe Acrobat - Clearbrief.ai - Dragon Dictation - AudioPen - - TextExpander - Sanebox - Obsidian - Markdown - prior episode with Mike Schmitz on Obsidian - Otter.ai - SweetProcess - ScribeHow - If This Then That (IFTTT) - Fiverr - Upwork - Instapaper - Video Speed (Chrome/Edge plugin) - Chrometa - FasterTime - ManicTime - Quickbooks - Never Split The Difference, book by Chris Voxx - YouTube interview with Yuval Noah Harari - Ross Guberman - Bryan Garner - My Inner Circle General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors   Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law   Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits   If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

Digital note-taking for lawyers is no longer just about transcribing ideas—it's about weaving them together. Enter the world of "Personal Knowledge Management" (PKM), a realm where Evernote once reigned supreme but now faces more powerful contenders.  Obsidian is the best note-taking app for lawyers who want a powerful, user-friendly tool that also happens to be completely free. With its interconnected system of notes, it offers unparalleled speed and efficiency. Want to learn more? Tune in as PKM specialist Mike Schmitz shares his insights.  Listen to the episode and check Mike's top resource links. In this episode, you will hear: Importance of digital note-taking and how it can revolutionize the way individuals capture and leverage ideas. Introduction to Obsidian, a digital note-taking tool, and how to use its features effectively. Discussion on Personal Knowledge Management (PKM) and how being selective with the information we consume can fuel creativity. The advantages of using Obsidian for note-taking, including its seamless integration with markdown language and various plugins that extend its functionality. Overview of Obsidian 101 and Obsidian University – courses designed to help users get the most out of the tool. Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Craft: A note-taking app mentioned alongside Obsidian as part of the PKM (Personal Knowledge Management) stack. Roam Research: Another app mentioned as part of the PKM stack, emphasizing the need for a PKM app to manage different apps' information. Notion: Mentioned in relation to PKM and note-taking, highlighting the various options available for managing information. Drafts: An Apple-based quick capture tool was mentioned in the conversation, and there was a question about how to move content from Drafts to Obsidian. Evernote: The OG of note-taking tools, although many people now want more effective alternatives. Mike's PKM stack is: To-Doist for tasks, Notion for work projects, and Cron for calendaring Obsidian University Cohort Mike's Obsidian Newsletter Obsidian 101 Book an Obsidian Setup Call with Mike Mike's YouTube channel Jobs to Be Done, a well-known article by Clayton Christensen Liminal Thinking: Create the Change You Want by Changing the Way You Think, a book by David Gray If you want to improve your law practice, check out my Law Practice Assessment. (answer a few questions and then get specific recommendations for improvement in 5 key areas).   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

This episode continues a discussion on how to get the most out of Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook. Whether you use a Mac or a PC, these tools help streamline the most common workflows in your law practice. I invited Ben Schorr to explain the ins and outs of 365 software. Ben works at Microsoft as a senior-level product manager for content, so he has major insight into how to get the most out of your Microsoft Office software. In this episode, Ben discusses the following: Exploring Microsoft 365's Mobile App Leveraging Office.com Quick Access Toolbar Email Management and Learning Resources Windows Speech Recognition and Dictation Options Show Notes If you want to level up your law practice, check out my Law Practice Assessment. (after you answer a few questions, you'll get specific recommendations for improvement in 5 key areas of your practice). Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.  

Ever wondered how to squeeze out the maximum benefits from Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook? With a little guidance from Ben Schorr, a Senior Level Product Manager at Microsoft, we'll help you navigate these tools easily and efficiently. Whether you're a solo attorney or part of a small law firm, there are secrets to be unlocked that can enhance your productivity and profitability. We also touch on the benefits of outsourcing services, like receptionist duties, to established experts such as Smith AI. Delving deeper, we explore the hidden features of these Microsoft 365 tools. We shed light on two fascinating assets, Autofill and Format as Table, in Excel and PowerPoint, respectively. Making your work easier and faster, we discuss how Microsoft's algorithms are built to detect patterns and how to best leverage this functionality. To top it all, we also discuss efficient task management using Outlook, including the power of the red flag to prioritize tasks, and the surprisingly beneficial Slide Sorter view in PowerPoint. In the final stretch of our discussion, we delve into features like Autofill and Format as Table in Word and Slide Sorter view in PowerPoint, we reveal how you can channel your effort most effectively. Also, discover the potential of the Microsoft mobile app with its scanning tool amongst other handy features. So, loosen up those ties and roll up your sleeves as we uncover the immense power of Microsoft 365, tailored to make your work life simpler and more efficient. In this episode, you will hear: Table of Contents & Document Navigation in Word Fluency and Habits in Using Tools Excel Tips and Tricks PowerPoint's Speaker Coach Using Flags and Drag-and-Drop in Outlook Show Notes Check out my Law Practice Assessment (it takes 5 minutes to complete, after which you'll get specific recommendations for improvement in 5 key areas of your practice) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Step into the extraordinary world of digital nomadism with my wanderlust-filled guest, Megan Hargroder. Megan, a seasoned digital nomad, has been living out of her suitcase and working from the picturesque locales of Europe for the past eight months. Join us for a riveting conversation that explores the exhilarating freedoms and intricate challenges that come hand-in-hand with her unique lifestyle. Navigating time zones, hiring international talent, managing remote work, and maintaining cyber security are just a few of the topics we delve into. We also touch upon the fascinating subject of managing a virtual team of assistants, specifically from the Philippines, and how to evolve a contractual role into a full-time position. You'll be riveted as Megan shares the secret to maintaining a secure online presence while globe-trotting and highlights the hidden benefits of a WeWork All-Access membership.  Ready to embrace the digital nomad lifestyle? Get an insight into Megan's tech arsenal as she reveals how she stays connected with the help of Airalo, a virtual SIM card app. Plus, learn about the magic of automation and outsourcing, and how these can free up your time for, well, more freedom! And as a cherry on top, we even touch upon the importance of a systematic onboarding process and learning from mistakes. So, buckle up for an episode that's brimming with insightful takeaways, hilarious anecdotes, and trailblazing ideas! In this episode, you will hear: Challenges of Working Remotely While Traveling Using Airalo for Unlimited Data Abroad  Exploring Options for Accessing Data Abroad Importance of Slack in Communication Supercharged CEO Using Slack for Client Communication Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Megan's company website (a digital marketing agency helping solo/small firm lawyers) ExpresssVPN (Virtual Private Network service, link to 30-day free trial) Airalo (app & services for using virtual SIM cards, aka eSIM) - use this code to get $3 off your first purchase: ERNEST3504 World Clock app (for time zone management) FIO (browser tool for time zone management) Slack (communication tool for remote teams) Microsoft Teams (alternative communication tool for remote teams) Joey Vitale program that teaches outsourcing skills Loom (video communication tool) VideoAsk (video communication tool) Google Suite (mentioned as a potential alternative to Slack or Microsoft Teams) WeWork (shared workspace provider)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Let's journey into the fascinating world of law and technology with our extraordinary guest, Ben Alarie. He's not just a law professor, but also an entrepreneur and author who has put his expertise in an excitingly accessible format through his AI product, Ask Blue J. This ingenious tool simplifies tax law navigation, transforming complex databases into question-answering platforms. We also shed light on the concept of the 'legal singularity', a term coined by Ben himself in his new book, signifying the potential of AI to develop a more responsive and precise legal infrastructure. Our conversation takes an interesting turn as we dig into the predictive power of machine learning in judicial decisions. Imagine an AI tool that could anticipate a judge's ruling in ambiguous scenarios, sounds like a sci-fi movie, right? Well, not anymore. Ask Blue J, Ben's brainchild, is changing the game, boasting over 90% accuracy in certain areas. We also address a unique AI issue, the ‘hallucination problem' - illustrating how AI can sometimes veer off course when it lacks sufficient information. Wrapping up our discussion, we touch upon the 80/20 principle, a guiding tenet that could be your key to success. It emphasizes getting the maximum return on investment with minimal effort. This enlightening conversation with Ben Alarie will not just keep you informed about the cutting-edge advancements in AI and machine learning in the legal field, but also inspire you to implement strategic principles for success in your professional journey. So, plug in those headphones and embark on this thought-provoking exploration of the legal industry's future. In this episode, you will hear: The concept of the 'legal singularity' and the potential of AI in creating a responsive and precise legal infrastructure. Machine learning's predictive power in judicial decisions and the accuracy of Ask Blue J in certain areas. The ‘hallucination problem' in AI, where it can go off course due to lack of sufficient information. Use of AI in diagnosing and rectifying social problems and achieving universal legal literacy. Implications of AI and technology for the future of the legal profession, legal education, and democracy. Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) BlueJ website: https://www.bluej.com  The Legal Singularity: How Artificial Intelligence Can Make Law Radically Better, book by Ben Alarie Preet Bharara's podcast: Humanity, Security & AI, Oh My! with Ian Bremmer & Shuman Ghosemajumder) 21 Lessons for the 21st Century, by Yuval Noah Harari Homo Deus: A Brief History of Tomorrow, by Yuval Noah Harari   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode, we revisit a persistent favorite topic - Standard Operating Procedures (SOPs). We understand there are many recurring issues that may concern you, but which ones are the most pressing? We are on a mission to resolve these sticking points. A common challenge for attorneys is determining the technology that could bring the most significant improvement to their practice. Given the unique needs of each attorney, the question is: How do you identify the ideal technology for your practice? Keep reading as we reveal a practical solution to this conundrum. In our Tech Assessment section, we'll evaluate how effectively you are employing crucial technologies in your practice, including the ever-important SOPs and GPT tools. In this episode, you will hear: Importance of Standard Operating Procedures (SOPs) for civil litigators and how to create effective ones. Tips on overcoming challenges and resistance points when documenting SOPs. Introduction of a new tech assessment tool for enhancing attorney practices. Use of innovative technology like Generative Pre-training Transformer (GPT) in the legal space. How SOPs can help in streamlining repetitive workflows and transforming legal practices. Resources from this Episode General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

What if you could revolutionize your legal practice with technology? This provocative question led to an enlightening chat with legal tech consultant, Adriana Linares, who shared insights on how transitioning to cloud-based services and leveraging tools like TextExpander and ChatGPT can significantly enhance productivity and writing skills.  That's not all, folks. Join us as we share personal anecdotes about the transformative power of effective communication skills, honed through Toastmasters, and how this aids career progression. We also discuss the wonders of ChatGPT technology, which can help us create speeches that sound more natural and professional. But it doesn't stop there - we discuss utilizing ChatGPT for generating language for attorney forms or creating starting templates for your work.  We also talk about the paramount importance of password managers and TextExpander in maintaining flexibility and security in your computer setup. Picture being able to easily store emails, logins, and calendar appointments, and sharing passwords between people - all with maximum security. And let's not forget how TextExpander snippets can simplify communication and save time. So, are you ready to transform your legal practice with technology? Tune in, and let's explore these game-changing tools together. In this episode, you will hear: Improving Legal Document Creation and Efficiency Effective Communication With Toastmasters Chat GPT for Lawyers Other Uses of Chat GPT and AI Password Managers and Text Expander Resources from this Episode Adriana's website - LawTech Partners: https://www.lawtechpartners.com/  TextExpander: https://textexpander.com/  OpenAi (ChatGPT): https://chat.openai.com/  Microsoft Co-Pilot: https://blogs.microsoft.com/blog/2023/03/16/introducing-microsoft-365-copilot-your-copilot-for-work/  1Password: https://1password.com/  Roboform: https://www.roboform.com/  LastPass: https://www.lastpass.com/  Grammarly: https://www.grammarly.com/  Calendly: https://calendly.com/  Dreyer's English: An Utterly Correct Guide to Clarity and Style https://www.amazon.com/exec/obidos/ASIN/0812985710/ernieattorney-20  General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Imagine a world where getting quality referrals is not just possible, but easy and ethical too. That's the pioneering world Arya Firoozmand, co-founder of Overture Law, is building. In this enlightening conversation, Arya takes me through his journey into law practice and how he and his partners invented Overture Law, an innovative platform that fills a service gap by linking attorneys and clients in the insurance-bad-faith sector. But Overture Law is more than just a linking platform. It's a community that empowers attorneys through a system that rigorously vets to ensure only the highest quality referrals. Arya shares the intricate process of joining and posting referrals, and how the platform, designed with attorneys in mind, makes this process swift, smooth, and efficient. We also explore the importance of proper vetting in maintaining the high standards of the community. Referral fees and attorneys can be a tricky landscape to navigate, but not with Overture Law. Arya elaborates on how they have developed a system that automatically handles billing, thus eliminating the trust account issues that usually arise when referring matters. We discuss how the platform integrates seamlessly with Clio for time tracking and invoice generation. With clear expectations around referral fees, attorneys can now focus on the most important task at hand - finding the right attorney for their client. So, tune in and discover how Overture Law is revolutionizing the legal industry. In this episode, you will hear: Expanding referrals you get from sources outside your home state Getting compensated for making referrals (even in non-contingency fee matters) The importance of a community platform that not only connects attorneys but also vets them to ensure high-quality referrals. The ethics of getting compensated for making referrals. Resources from this Episode Overture: https://overture.law/ BizCounsel: https://bizcounsel.com af@overture.law General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Discover the secret to unlocking human growth and genuine connections in our increasingly digital world. This episode promises to reveal the power of face-to-face interaction and why it's crucial for personal and professional success. Let me take you on a journey through our experience with Laurel Street Music in New Orleans, where an inspiring story of community events and real-world connection unfolded during the pandemic. Learn how the simple act of getting to know your neighbors can lead to profound human growth and support that social media just can't provide. We also dive into the fascinating 80-20 principle and its application to our lives for greater success. By emphasizing the importance of building deep connections and prioritizing face-to-face interactions, you'll be able to maximize your ROI with minimal effort. Don't miss out on this opportunity to reflect on the dangers of confusing natural growth with technological change and finding balance in our screen-centric lives. Tune in and reconnect with the power of genuine human interaction today! In this episode, you will hear: The power of face-to-face connection Building real connections through community events Deep connections for success Lawyers & face-to-face interaction Using email and phones for communication Resources from this Episode Journey to the Heart by Melody Beattie https://www.amazon.com/exec/obidos/ASIN/0062511211/ernieattorney-20  General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

Ever wondered how the 80-20 principle applies to a Hollywood actor's life and career? I have an exclusive chat with the legendary Tom Hanks, shedding light on the topic and sharing his personal experiences!  But there's more than meets the ear – my friend and computer forensics expert Craig Ball joins  me to reveal the cutting-edge AI technology from ElevenLabs that made our "interview" with Tom Hanks possible. We dive into the potential dangers of AI-generated deep fakes, the importance of verifying sources, and the implications of rapid advancements in AI technology becoming more accessible to everyone. This captivating episode not only entertains but also opens your eyes to the future of technology's impact on our lives. In this episode, you will hear: AI voice synthesis  Potential dangers of deep fakes and the importance of verifying sources The impact of AI and voice recognition on the legal industry, including the potential for creating deep fakes and the need for debunking tools to detect them. The importance of corroborating sources in a world where technology can easily deceive, such as using the Shepherdizing method for lawyers. The implications of rapid advancements in AI technology becoming more accessible to everyone and its impact on society. Resources from this Episode General Resources Craig Ball's website (Ball In Your Court) ElevenLabs (speech modeling website) The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch My Substack email newsletter: The 80/20 Principle (not just for lawyers). My Law Firm Systems Workshop (enrollment is open now) Join the '80/20 Inner Circle'  (modern business insights for small firm owners). Get my new email course: ChatGPT for Lawyers (it's free)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.