Lawyerist Podcast

AI is here to revolutionize your law firm, moving beyond simple prompts to actively handling your tasks. This Lawyerist Podcast episode is your essential guide. Zack Glaser sits down with Dr. Charreau Bell, a senior data scientist and assistant professor at Vanderbilt University, who's helping law students and faculty use AI in truly meaningful ways.  This isn't just theoretical—you'll get real clarity on what it means to use AI well in your firm, right now. We break down the crucial difference between merely using an AI model and actually "training" one, so you understand what's happening behind the scenes. You'll also learn when it's safe (and risky!) to send client data into cloud-based AI tools, and how you can even run powerful AI models right on your own computer for ultimate privacy.  But here's where it gets really exciting: we explore how AI is evolving beyond simple prompts into "agentic systems" that can plan, reason, and act on your behalf. Think of AI not just as a tool, but as a proactive assistant that can break down complex tasks and execute them using various "tools" you provide. This isn't just about automating simple tasks; it's about offloading work that previously required significant expertise, freeing you to focus on more creative and complex legal challenges.  If this episode sparks questions about the data in your firm and how you can leverage it, check out the “free small firm scorecard”. It's a quick assessment to help you get a data-driven view of your firm and identify areas for smart improvements as you embark on your AI journey.    Listen to our other episodes about Artificial Intelligence:   #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple Podcasts | Spotify | Lawyerist  #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple Podcasts  Spotify  Lawyerist   #551: Becoming the AI Driven Leader, with Geoff Woods Apple Podcasts  Spotify  Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com    Chapters/Timestamps:  00:00 - Introduction: Beyond Simple AI Prompts  03:20 - How Data Science Helps Lawyers  04:32 - Automating Document Review and Information Extraction  07:10 - Understanding How AI Models Work (Training vs. Using)  13:25 - Secure AI: Running Models Locally and with Cloud Providers  17:16 - Training AI Models with Limited Data (Transfer Learning)  28:16 - The Power of Agentic AI Systems  34:24 - Interacting with Agentic AI and Security Considerations  38:21 - The Importance of Data Organization in the Age of AI  43:46 - The Future of AI: Automating the Unwanted 

Ready for a serious look at the future of your law firm? In this Lawyerist Podcast episode, Zack Glaser sits down with a panel of law school professors for a wake-up call about something that will fundamentally reshape your practice: the tech-savvy generation of law students entering the field. This isn't a distant trend; it's happening now, and it demands your attention.  We explore how these future lawyers are already operating differently. You'll hear firsthand about their strong preference for the Google ecosystem – and why that directly impacts your firm's current reliance on tools like Microsoft Word. This isn't just about software; it's about the shifting expectations and workflows these digital natives are bringing with them as they become your colleagues.  Here's where it gets interesting for you: we explore how you can leverage this change to your firm's advantage. The professors share insights on how these students are uniquely positioned to drive AI adoption within your practice. Think of them as an untapped resource, ready to experiment with and implement AI-powered services that can elevate your firm's capabilities and even open doors to new service areas.  And let's be clear, you can't afford to ignore the rising importance of tech fluency, especially in AI. The professors don't mince words: a lack of understanding in this area will directly impact your ability to serve clients effectively. In a world swimming in digital data, from car sensors to smart devices, your firm's relevance depends on it.  This episode is your essential guide to:  Stay ahead of the curve in a rapidly evolving legal landscape  Unlocking the potential of the next generation of legal talent  Building a future-proof firm that thrives on innovation  Tune in!  Listen to our other episodes about Artificial Intelligence:  #556 Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin Apple Podcasts  Spotify  Lawyerist  #538: AI is Making Law Firms Obsolete, with Alistair Vigier Apple Podcasts  Spotify  Lawyerist  #551: Becoming the AI Driven Leader, with Geoff Woods Apple Podcasts  Spotify  Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:    00:00 – Intro: The Tech-Savvy Future of Law - Google Natives vs. Word Warriors  01:13 – The Google-Native Generation of Lawyers    02:51 – Changing Communication Norms    04:35 – Meet the Guests: Law School Professors on the Frontlines    06:21 – Teaching AI in Law School: An Overview    08:01 – Dennis Kennedy on AI in the Classroom    10:11 – Nicole Morris on AI Governance and Research    15:03 – Tracy Norton on AI as a Legal Writing Tool    25:25 – Is AI Dumbing Down Legal Education?    30:23 – Why Law School Must Teach AI    35:41 – How Should Professors Grade AI-Generated Work?    41:46 – Using AI to Improve the Classroom Experience    47:00 – How AI Will Change Legal Mentorship    52:19 – The Future of Law Firms and AI Expectations    55:25 – Final Thoughts: You Can't Tap Out of AI    57:52 – Outro   

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed.  Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.  Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.  Listen to our other episodes with Leticia DeSuze:  #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify |  Lawyerist  #520: The Truth About Lawyer Self-Care: Prioritize or Suffer  Apple Podcast |  Spotify | Lawyerist  #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast |  Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   00:00 -  Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 -  Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 -  Beyond Hiring: Developing Leaders at Every Level 21:40 -  Client Service vs. Efficiency: Finding the Right Balance 28:58 -  Redefining Leadership: Structure, Ownership, and Trust 31:07 -  Recognizing Individual Motivators, Final Thoughts

In this conversation, Karin Conroy, a legal marketing strategist, discusses the evolution of law firm websites and the importance of unique branding in legal marketing. She emphasizes the pitfalls of copying competitors and the need for firms to develop their own unique selling propositions. The discussion also touches on the significance of being first to market and avoiding shortcuts in marketing strategies. Karin provides insights into how firms can differentiate themselves and succeed in a competitive landscape.  Links from the episode:  www.conroycreativecounsel.com  https://conroycreativecounsel.com/blw/  Chapters  00:00 Introduction to Legal Marketing and Website Contest  02:59 The Evolution of Law Firm Websites  06:01 The Pitfalls of Copying Competitors  08:54 The Importance of Unique Branding  12:05 Strategies for Being First to Market  14:52 Conclusion and Resources for Legal Marketing 

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts  

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this conversation, Ruby Powers and Stephanie discuss the significance of attending legal conferences, particularly the ABA TECHSHOW. They explore the differences between local and national events, the benefits of networking, and how to maximize the conference experience. Ruby shares her personal experiences and insights on how these events can be life-changing for legal professionals, emphasizing the importance of staying updated with technology and trends in the legal field. They also provide practical tips for attendees and highlight the upcoming ABA Tech Show in Chicago.  Links from the episode:   https://techshow.com 

In this episode, Stephanie talks with Michael Bungay Stanier, the author of The Coaching Habit, about his new book How to Work with (Almost) Anyone. They discuss how successful law firm leaders know how to effectively coach teammates and how to foster what Stanier calls the ‘Best Possible Relationships' (BPRs). This discussion emphasizes the importance of curiosity over advice-giving, and the need for psychological safety in both client and employee relationships. The discussion is rich with practical insights and actionable strategies for improving workplace dynamics and fostering better communication, including how to have a Keystone Conversation and build better self-awareness in leadership.  Links from the episode:   Check out Michael's books  MBS Works  Women & AI Summit  Chapters 00:00 - Women + AI Summit  04:08 - Michael Bungay Stanier Insights  11:34 - Understanding BPR (Best Possible Relationship)  15:30 - Keystone Conversations Explained  19:53 - Qualities of a Great Team Member  23:20 - Getting Started with Effective Practices  26:31 - Importance of the "Read Me" Document  28:50 - Finding Michael Bungay Stanier Online  29:10 - Exploring More of Stanier's Work  29:45 - Outro 

In this conversation, Barron Henley shares his expertise on document automation and formatting in Microsoft Word, focusing on hidden features, effective techniques, and the importance of styles. He discusses common pitfalls lawyers face and provides practical solutions to streamline document creation, including the use of templates, styles, numbering, and cross-referencing. The conversation emphasizes the need for proper setup to avoid formatting issues and enhance productivity, particularly in legal contexts.  Links from the episode:   Check out Affinity Consulting 

Discover how voice training can make you a more effective and persuasive attorney.   Rena Cook, voice and speech trainer, shares invaluable tips on using breath, tone, and inflection to command attention in the courtroom and beyond.   Learn how to speak with confidence, connect with your audience, and elevate your presence in any legal setting.   From proper breathing techniques to authentic pitch variety, this episode reveals the power of vocal mastery in law.   Don't miss out on this game-changing advice that could take your legal career to new heights!  Links from the episode:   Find your authentic voice with Rena Cook at My Vocal Authority  

Discover how AI is revolutionizing law firms and why traditional legal practices may become obsolete.   Join Alistair Vigier, CEO of Caseway, as he shares his remarkable journey from military service to disrupting the legal tech industry with groundbreaking AI solutions.   Learn how artificial intelligence is transforming legal research, document creation, and client services - all while making law more accessible and efficient.   Get an insider's look at the challenges and opportunities facing legal tech startups, including battles with established players and the innovative solutions that are reshaping how lawyers work.   Alistair reveals how Caseway's AI technology is making premium legal tools affordable for firms of all sizes, while maintaining transparency and ethical standards.   From real-time contract analysis to automated court document preparation, see how AI is not just changing the game - it's creating a new playing field for legal services.   Whether you're a legal professional looking to stay competitive or simply curious about the future of law, this conversation offers valuable insights into the intersection of artificial intelligence and legal practice.  Links from the episode:   Check out iManage-Making Knowledge Work  Caseway: Your AI_driven legal research assistant  

Stressed out at work? In this episode, Lawyerist Lab mindset coach Supriya Venkatesan will help you understand how your body holds onto stress—and simple, science-backed ways to shake it off.   From quick anxiety-relief techniques you can use in the courtroom to posture tweaks and tapping methods, these tools are helping lawyers nationwide stay calm and confident. Learn how movement and somatic regulation can transform the way you handle pressure, whether it's tough opposing counsel or pre-trial nerves.   Links from the episode:    Join Lawyerist Lab Today! 

Travis Hoechlin, CEO of RizeUp Media, shares game-changing tips from 15+ years of legal marketing experience to help your practice thrive.  Learn how simple changes—like better phone protocols—can boost your conversion rates, while smart moves like optimizing Local Service Ads (LSAs) and choosing the right marketing plan set you up for success.   Links from the episode:   Connect with Travis on LinkedIn   RizeUp Media 

Lawyer burnout is real, and it's time to talk about it!   In this episode of the Lawyerist Podcast, Zack chats with professional development coach Natasha Evans to uncover the 5 hidden signs you're nearing burnout. They discuss the prevalence of high-functioning depression among lawyers, the impact of holiday stress, and why even the most successful attorneys aren't immune.  Natasha shares practical strategies to break free from the burnout cycle, reignite your passion for law, and improve your mental wellness. Discover simple self-care tips, mindset shifts, and the surprising link between your well-being and your firm's success.    Links from the episode:   Check out TimeSolv  

Discover how core values can transform your law firm from a business into a thriving, purpose-driven practice. Chad Fox, business coach at Lawyerist, shares expert insights on why core values matter and how they impact everything from hiring decisions to daily operations. Learn practical strategies for developing meaningful core values that go beyond basic principles like "integrity" and "honesty." Find out how to use these values to make better decisions, build a stronger team culture, and create a framework for sustainable growth.  Links from the episode:   Check out Posh Virtual Receptionists   Register for the Lawyerist KPI Webinar 

It's become a holiday tradition to re-air this important and enlightening episode of The Lawyerist Podcast.   Listen in as Sam Glover and Annie Grace dive into sobriety and mindful drinking. Annie shares her insights and strategies learned in her book, “The Alcohol Experiment.”   Discover the potential harms of the legal profession's drinking culture and learn how to navigate social events without alcohol. This is a must-listen for any lawyer rethinking their relationship with alcohol. 

Stephanie welcomes leadership expert Dr. John Blakey to discuss transforming legal leadership through his "Up, In, Out" framework. Drawing from his book "Force for Good," Dr. Blakey challenges lawyers to shift from a profit-driven to a purpose-driven approach, offering actionable strategies for aligning personal values with professional goals, maintaining motivation, and creating meaningful impact in their legal practices.  Links from the episode:    Force for Good: How to Thrive as a Purpose-Driven Leader 

In this episode of the Lawyerist Podcast, join Stephanie as she dives into an inspiring conversation with Gregory Rada, a veterans disability attorney and Labster who transformed his solo practice into a thriving law firm. Greg shares how he leveraged technology, built a powerful online presence, and streamlined operations to reclaim 28 hours per week.  Links from the episode:   Check out CosmoLex  

Zack gets real about meetings with Matt Homann. They take on meeting fatigue, the power of asynchronous communication, and the real cost of that all-team morning standup. Listen in to hear what makes a meeting a success and what small changes you can make right now to make your office more effective.   Links from the episode:   Sign up for the Lawyerist KPI Webinar December 11th   Check out Tabs3   Meeting design canvas (we need to ask for this from Matt, but he mentions it in the episode.) He sent a PDF  Connect with Matt  

Stephanie speaks with Ari Kaplan about his recent report exploring how midsize law firms can adapt and innovate to succeed in today's legal landscape. The conversation covers how technology can provide firms with greater agility, strategies for managing change fatigue, the importance of effective leadership, and evolving decision-making processes in the legal industry.    Links from the episode:   The Changemakers Report     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Stephanie sits down with Lawyerist Labster and law firm owner Allyson Kitchel as she shares the challenges and triumphs of establishing her practice in a competitive market.   Discover how Allyson found her niche in personal injury law by focusing on cyclists, a unique approach that set her apart and helped grow her client base and hear about her remarkable victory in a landmark wrongful death case.  You'll also get practical insights on leveraging digital platforms and remote work to enhance your firm's marketing strategy, even on a shoestring budget.  Links from the episode:  Collbox: Lawyerist's go-to Solution for Getting Law Firms Paid  

Zack talks with executive coach, Kevin Deshazo, about leadership on a team, in your firm, and in your life. They discuss the power of morning routines, personal statements, and how our views of who we are can affect our performance. They also dive into firm leadership and how casting a vision for your team can be scary but is necessary to get everyone rowing in the same direction.   Zack also talks with Sam Youngblood of Omnizant Marketing about how lawyers should approach content writing on their website and in social media.   Links from the episode:   www.omnizant.com   www.deshazo.me  ABA Task Force for Democracy  ABA Task Force for Democracy  

Tune into this episode of Lawyerist Podcast, dive into LinkedIn Mastery: Grow Your Law Firm NOW!  Joining Stephanie is Matthew Hunt. Matthew shares insights on creating high-impact snackable content for LinkedIn, emphasizing its role in business growth, lead generation, and fostering connections within your community.   Learn how to use LinkedIn to increase your visibility, attract referrals, and grow your firm. 

Uncover the shocking truth about judicial clerkships in this eye-opening episode of the Lawyerist Podcast.  Today, Stephanie sits down with Aliza Shatzman, president and founder of the Legal Accountability Project, to discuss the crucial need for transparency and accountability within the judiciary.  Aliza shares her personal journey through a challenging clerkship experience, highlighting the lack of Title VII protections for law clerks and the systemic issues plaguing judicial clerkships.  Discover how the Legal Accountability Project's centralized clerkship database empowers clerks and enhances judicial transparency.     Links from the episode:   Visit LAP's Centralized Clerkships Database to submit a post-clerkship survey or register for Database access.  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

In this episode of Lawyerist podcast, Stephanie talks with Labster Jennifer Zahradnik, about the essential insights for avoiding costly mistakes when taking over a law firm.   Jennifer shares her journey of inheriting a deceased attorney's practice, emphasizing the importance of institutional knowledge, organized client files, and the role of law practice management software.   Listen to learn how she navigated the challenges of transitioning clients to new technology and the significance of due diligence in acquiring a firm.  Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Stephanie and Lawyerist Lab finance coach Bernadette Harris discuss the financial red flags to watch for when considering hiring for your law firm.   Listen to discover the signs that indicate your firm is ready to expand and the importance of strategic planning. You'll also learn about the hidden costs beyond salary, like taxes, benefits, and overhead, and why having savings or a line of credit is essential.  Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

In this episode of Lawyerist Podcast, Stephanie dives into "The EOS Secret to Mastering Law Firm Challenges," featuring insights from Mike Paton, a seasoned EOS implementer. Discover how the Entrepreneurial Operating System (EOS) can revolutionize your law firm by introducing structure and accountability while maintaining your entrepreneurial spirit.   Links from the episode:    Check out CosmoLex: The best legal software for modern law firms   EOS Worldwide   Traction by Gino Wickman  

In this episode of the Lawyerist Podcast, Stephanie Everett and Law Firm GC founder Jonathan Hawkins dive into essential lawyer protections that every law firm needs to avoid common legal pitfalls. Jonathan shares expert advice to safeguard your practice from client, staff, and third-party risks. Discover how to draft solid retainer agreements, ensure adequate insurance coverage, and implement robust conflict processes and cybersecurity measures. These strategies are crucial for any law firm aiming to thrive. Plus, learn about the importance of written policies and wellness support for attorneys.  Links from the episode:   Golden Rules Retainer Agreements  Subscribe to our Youtube channel   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

In this episode of Lawyerist Podcast, explore the critical truth about lawyer self-care with Zack and Leticia DeSuze. Discover how neglecting holistic self-care can lead to suffering, as they redefine success by prioritizing physical, mental, emotional, social, and financial well-being.   Leticia first talks about the importance of setting boundaries and the misconception that self-care is selfish. Listen and learn why self-care should be a fundamental part of your law firm business plan.   Grow your firm by understanding the balance between personal well-being and professional success.   Become a part of the Lawyerist community to access insights and resources that will help you organize your practice and become more agile and productive.   Take the Small Firm Scorecard to evaluate your current practices.    Links from the episode:   Subscribe to the Lawyerist Youtube Channel  

In this episode, Lawyerist Lab Coach Sara Muender chats with Jordan Marsh, a civil rights and personal injury attorney and the author of Try Your Own Case. Jordan shares how he's expanding his 100% contingency-based law firm by developing the Try Your Own Case brand into a new revenue stream.   Learn about Jordan's innovative plans for an online course and get tips on turning your legal skills into profit. This must-listen episode is perfect for law firm owners looking to diversify their income and boost their practice.  Links from the episode:    Get a free Marketing Plan Template from Spotlight Branding!   Check out Jordan's Book: Try Your Own Case     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Stories are powerful—not just in the courtroom, but in business, with your team, and your life. And, yet, telling a great story is hard!   Stephanie chats with Kate Tellers, senior director and a host of the Peabody Award winning Moth Radio Hour and co-author of How To Tell a Story, about bringing our stories to life.   Links from the episode:   The Moth    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Join Sara as she chats with law firm owner Carol Bertsch and new partner Brennen Boze about their leadership transition journey. They share the ups and downs of passing the torch, the emotional challenges, and the balance between honoring a legacy and embracing innovation.   Whether you're a seasoned firm owner or an emerging leader, their story offers invaluable lessons on navigating ownership transition and ensuring your practice's continued success.  Additionally, Zack talks with Natalia, from POSH about the importance of integrations and seamless communication with your virtual reception team.  Links from the episode:  Mention Lawyerist at Posh to get a free 2 week trial!     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Join Zack as he chats with Lawyerist Lab Coach and podcast co-host Sara Muender about starting and running a thriving law firm. They explore how defining personal and firm values can shape a law firm's vision. Sara highlights the importance of separating personal identity from the business to make decisions that benefit the firm, and shares tips on staying motivated when you're feeling overwhelmed.   They also discuss balancing the roles of firm owner and working attorney. Tune in for motivation, guidance, and expert advice from a seasoned attorney business coach.   This episode is sponsored by Timesolv. Prior to the interview, Zack and practice management guru, Joyce Brafford, talk artificial intelligence and how firms should prepare their offices to use all the new fancy tools. Hint: it involves solidifying your processes.   Links from the episode:   Request your free trial from TimeSolv!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

A law firm's marketing efforts are never-ending! That, coupled with the fact that algorithms and tools seem to also always be changing can leave lawyers with a marketing headache. In this episode, Stephanie chats with the host of the popular podcast, Lunch Hour Legal Marketing, Gyi Tsakalakis about the latest things to know in law firm marketing.   Links from the episode:    Check out NetDocuments   Listen to the Lunch Hour Legal Marketing Podcast     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

In today's world, our first instinct is to add. Do more. Consume more information. But, should we be subtracting instead? Doing less. Simplifying.   In today's episode, Stephanie talks with author Leidy Klotz about his book, Subtract, and why taking away should be part of our decision-making toolkit.   Links from the episode:   Check out CosmoLex!   Subtract by Leidy Klotz     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Zack talks with Canadian Lawyer, entrepreneur, and Labster Sukhi Alberga about her journey innovating in the legal services space. They discuss the path she took to building her legal tech product and her experience in the Law Society of Ontario's regulatory sandbox.   Links from the episode:   Sign up for LabCon 2024!   Check out PIMCon and use "PIM Lawyerist" for $200 off!   Check out Counsel from Sukhi    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Stephanie talks with Zack about tech things you should know but might be too afraid to ask.   They get into the why behind password managers, discuss the necessity of two-factor authentication, and bring some clarity to different types of encryption. They also discuss how artificial intelligence is making security fundamentals even more important.   If you're confused about passwords and access control, or just want to make sure you're handling them well, you'll want to check this episode out.  Links from the episode:   Let's put the image from this Teams thread: Alex Palzewicz: How Long It Would Take A Hacker To Brute Force Your Password In 20...  We may need to check copyright of the image above, or at least cite and link to where it came from.    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!