Podcasts about law firms

Starting a Law Firm - Everything You Need to Know About Bookkeeping and Tax

If Your Law Firm Bookkeeper Tells You to do this - Run

We Save So Much Time for Law Firm Owners it Must be Illegal

Welcome to episode 305 of Grow Your Law Firm, hosted by Ken Hardison. On today's episode, Ken welcomes Raquel Gomes, Founder and CEO of Stafi, a virtual staffing company revolutionizing how law firms operate. With a background in psychology, corporate America, and technology, Raquel brings a unique perspective to leadership and sustainable growth. Her company was born from her own journey—balancing the demands of a high-powered career with motherhood and the desire for a more fulfilling life. Today, Stafi supports hundreds of law firms across the U.S., providing highly skilled virtual assistants, customized training, and hands-on coaching to help firms scale efficiently without sacrificing quality or well-being. What you'll learn about in this episode: Offshore Staffing for Growth - How virtual teams can cut labor costs and free up marketing budgets - Why effective delegation is key to scaling law firms sustainably Training and Support that Drive Results - Inside Stafi University's 800+ certifications tailored for PI firms - How coaching, KPIs, and emotional support enhance performance and retention Data Security and Confidentiality - How Stafi ensures compliance through advanced vetting, cybersecurity, and monitoring - Building trust with virtual teams through transparency and accountability The Role of AI in Staffing and Operations - Why AI won't replace humans—but will replace humans who don't use AI - How Stafi's coaches ensure proper adoption of firm tools and automation systems 24/7 Intake and the Future of Legal Operations - How Stafi Live helps firms close more leads through empathy-driven communication - Why offshore staffing and AI integration are essential to remain competitive in 2026     Resources: Email:  raquel@getstafi.com Website: getstafi.com LinkedIn: linkedin.com/in/raquel-gomesstafi/ Facebook: facebook.com/GetStafi Instagram: instagram.com/getstafi Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Send us a textReal World ALERT! AWWW MAN! We got an excited papa on our hands. Anything Real World related and I am there! Recently, I got to sit down with Real World legend and trailblazer, Jon! You know, from Real World Los Angeles?! Jump down this google hole with me. 1, 2, 3 GO!Brennan was one of the first reality TV stars, joining The Real World as an 18-year-old college freshman and devout Christian from Kentucky. He later competed on other MTV reality shows, including Road Rules: All Stars (which he won), Battle of the Seasons (2002), and The Inferno II. He currently co-hosts a podcast, Getting Real With Jon & Beth, with fellow reality TV personality Beth Stolarczyk. MTV producers cast him because they wanted a country music singer for the Los Angeles season. He performs 80s & 90s-inspired country music and has released several songs and albums, including the recent singles "I Ain't Done Singin' Yet" and "Alabama, Tennessee, Kentucky". His music is available on major streaming platforms like Spotify.Other Work: He has worked as a youth pastor and, as of late 2023, was reportedly driving for Uber in Nashville to cover his bills. Notable FactsBirth: Born on July 30, 1974, in Owensboro, Kentucky.Personality: On The Real World, he was known for his conservative views, abstinence from alcohol and sex, and a dramatic interaction with castmate Tammy in a Winnebago that inadvertently inspired the show Road Rules.Online Presence: He actively shares updates about his music and podcast on his Instagram and Facebook pages. For more information, visit his official website at jonbrennan.com. _________________________________________________________________________Then later I welcome my sweet friend Kim Bellas joins me to talk about her AMAZING platform called Sober is the NEW Cool. "Helping to Heal the World...one person at a time, as we are all Recovering from something."                       Known by many as Kim, Kimmummy, Matriarch, Friend, Confidante — I am a beacon of love and wisdom. I inspire the world with every step I take, gently guiding others to heal their broken pieces inside, embracing their true selves, and finding peace within. I embody the power of one — showing how a single life, filled with purpose and kindness, can transform others and help heal every corner of the world.Even through Kim's message, inspired me to talk about my own journey without booze. Listen, it is so easy to let the next day blend into the next. My own habits albeit celebratory, had I not intervened, could kill me. Everyone has there own reasons they drink. For me, nothing was worth it anymorThank you to our family of amazing sponsors! STATE FARM® INSURANCE AGENT Leigh Ann Arcuri https://ridewithla.com/ Ochsner Children's HospitalWww.ochsner.orgRouses MarkersWww.rousesmarkets.comSandpiper VacationsWww..sandpipervacations.comCafe Du Monde www.shop.cafedumonde.com The Law Firm of Forrest Cressy & James Www.forrestcressyjames.comComfort Cases Www.comfortcases.orgNew Orleans Ice Cream CompanyWww.neworleansicecream.comERA TOP REALTY: Pamela Breaux plbreaux@gmail.com Audubon Institute www.auduboninstitute.orgUrban South Brewery www.urbansouthbrewery.com

Running a busy law firm, but feel like it's running you?After working with over 1,000 law firms, we've identified the four systems every law firm owner needs to scale profitably without burning out.Most attorneys were trained to be great lawyers, not business owners. That's the real reason so many firm owners hit a wall, even when revenue is up. In this episode, we break down the core business frameworks that separate firms that run smoothly from those that constantly feel like a grind.We're not talking about fancy software or apps. These are business principles that can completely change the way your firm operates from client intake to profitability to team performance.If you're ready to stop living in constant reaction mode and start scaling your firm intentionally, this video will show you exactly where to start.If this is something you'd like to learn more about, visit us at https://thelawfirmsecret.com

Click here to sign up for a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:1. Constant Adaptation and Simplification Are Key to Law Firm Success.Both Mathew and Lauren emphasized the importance of regularly reassessing and adapting their practice areas, pricing, and service offerings. Lauren pivoted away from tax debt resolution to focus on estate planning and prenups, while Mathew simplified his pricing structure and eliminated underused features and add-ons.2. Data-Driven Decisions Improve Offerings and Client Experience.They both use a mix of analytics, client feedback, and “gut data” from years of experience to refine their services. This includes tracking which offerings clients actually use, which content gets the most engagement, and adjusting accordingly for better retention and satisfaction.3. Streamlined Onboarding and Intentional Friction Save Time.Mathew shared how he reworked his onboarding process using Google Workspace, Calendly, Stripe, and Google Forms to introduce just enough friction. This helps filter out unqualified leads and ensures new clients are a good fit, saving time for both the lawyer and the client.4. Community and Content Platforms Matter.Lauren's move from MailChimp to Substack for her newsletter and podcast was inspired by the platform's community features and ease of use. Both hosts discussed the value of memorable branding, vanity URLs, and focusing content on topics that resonate most with their audience (like costs, outsourcing, AI, and SOPs).5. Embrace AI and Technology, but Stay Client-Focused.Both are exploring ways to use AI and automation to improve efficiency and client service, such as creating SOPs, using AI prompts, and building tools for solo practitioners. However, they stress that technology should serve the client's needs and not overwhelm them with complexity.Bonus: The most popular content topics for their audiences are costs, outsourcing, AI, finances, and standard operating procedures—indicating a strong interest in practical, efficiency-focused advice for running a modern law firm.__________________________Learn more about A Different Practice.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In if you couldn't make it live.I've partnered with Pii to make it easy for you to purchase the hardware I use in my law firm: (1) Studio Setup; (2) Midrange Setup; (3) Highrange Setup.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

I talked with an attorney who owns a law firm and real estate closing company about how he grew his organizations using acquisition as a tool, as well as about how the firm has stayed on track by adopting modern technology.   Episode Highlights 01:04 - Commitment to actionable insights. 02:05 - Creating a fun workplace culture. 06:22 - Impact of culture and dynamics. 07:39 - Using unexpected initiatives. 10:57 - Decision-making and organizational charts. 13:35 - Featuring the human side of business with events. 17:33 - Approach to business and acquisitions. 19:12 - Opportunities in legal and closing business models. 27:17 - Decision on adopting Qualia for business. 31:43 - Using AI in legal practices. 34:35 - Future for lawyers in AI integration.   Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Jack O'Donohue https://touchstoneclosing.com/  https://touchstonelawoffices.com/  https://www.youtube.com/@DonutDigest  jodonohue@touchstoneclosing.com   

Stratophi LLC develops AI communication agents help U.S. solo and small law firms never miss a call, qualify leads across channels, and automate follow up boosting productivity, revenue, and work life balance while centralizing communications and scaling marketing in a single, customizable platform. Stratophi LLC City: Durham Address: 3043 Castle Loch Lane Website: https://stratophi.com Email: danny@stratophi.com

Una delle più grandi società di consulenza mondiale viene pagata 440.000 dollari dal governo australiano, ma usa GPT-4 per scrivere un report pieno di fonti inventate. Scoprono tutto solo dopo la pubblicazione: figuraccia globale.Se aziende top non distinguono fra analisi seria e fumo creato dall'AI, ogni appalto pubblico rischia di diventare una bomba a tempo. Decisioni chiave sulle politiche pubbliche basate su dati falsi: crisi di fiducia e costi enormi dietro l'angolo.Ti fideresti di una diagnosi medica, una sentenza o un progetto ingegneristico fatti così?~~~~~ INGAGGI E SPONSORSHIP ~~~~~ Per contatti commerciali: sales@matteoflora.comPer consulenze legali: info@42LawFirm.it~~~~~ SOSTIENI IL CANALE! ~~~~~Con la Membership PRO puoi supportare il Canale » https://link.mgpf.it/proSe vuoi qui la mia attrezzatura » https://mgpf.it/attrezzatura~~~~~ SEGUIMI ANCHE ONLINE CON LE NOTIFICHE! ~~~~~» CANALE WHATSAPP » https://link.mgpf.it/wa» CANALE TELEGRAM » https://mgpf.it/tg» CORSO (Gratis) IN FUTURO » https://mgpf.it/nl» NEWSLETTER » https://mgpf.it/nl~~~~~ CIAO INTERNET E MATTEO FLORA ~~~~~ Questo è “Ciao Internet!” la prima e più seguita trasmissione di TECH POLICY in lingua italiana, online su YouTube e in Podcast.Io sono MATTEO FLORA e sono:» Professore in Fondamenti di Sicurezza delle AI e delle SuperIntelligenze (ESE)» Professore ac in Corporate Reputation e Crisis Management (Pavia).Sono un Imprenditore Seriale del digitale e ho fondato:» The Fool » https://thefool.it - La società italiana leader di Customer Insight» The Magician » https://themagician.agency - Atelier di Advocacy e Gestione della Crisi» 42 Law Firm » https://42lf.it - Lo Studio Legale per la Trasformazione Digitale » ...e tante altre qui: https://matteoflora.com/#aziendeSono Future Leader (IVLP) del Dipartimento di Stato USA sotto Amministrazione Obama nel programma “Combating Cybercrime (2012)”.Sono Presidente di PermessoNegato, l'associazione italiana che si occupa di Pornografia Non- Consensuale e Revenge Porn.Conduco in TV “Intelligenze Artificiali” su Mediaset/TgCom.

Another slow start followed by a fast finish left Missouri an 83-60 winner over the Minnesota Golden Gophers on Wednesday night. Gabe and Drew break down the good, the bad and what it all means for the Tigers live from Mizzou Arena.

When Matthew Moeller launched his New Orleans law firm, he wasn't just becoming a solo attorney— he was stepping into entrepreneurship. He shares how he turned lessons from a high-school retail job into business instincts for running a profitable practice, why he ditched file cabinets for the cloud, and how technology and specialization keep his firm agile and client-focused. Then, ALPS Insurance's Rio Laine joins host Adriana Linares to unpack why business training, specialization, and tail coverage matter for every new solo.   Hear the original episode with Matthew Moeller Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode.

Law Firm Owner Real Estate Tax Hack

Send us a textShownotes can be found at https://www.profitwithlaw.com/507.Most law firm owners spend years grinding, wondering why real growth feels slow—and why building and keeping an A-team seems impossible.In Episode #507, Moshe Amsel sits down with Orlando's renowned “lawman,” Bill Umansky, founder of Umansky Law, for an honest, tactical conversation about leadership, mindset, and growth strategies. From humble beginnings and navigating ego to making hard team decisions—even with his spouse—Bill shares the practical steps every law firm owner can follow to assemble a powerhouse firm.⏰It's time to double your take-home pay and cut hours in ½.Long hours, inconsistent income, and no clear path out of it are not fun revenue rollercoasters for any solo attorney.In a free, 30 minute call, we help law firm owners with a proven roadmap to escape that cycle and build predictable growth.In that growth call, get:

John Quinn is joined by Essam Al Tamimi, Founder and Chairman of Al Tamimi & Company, the leading law firm in the UAE and the broader Middle East and Africa region. Founded in 1989 in Sharjah, UAE, the firm has grown to encompass 17 offices across 10 countries with 420 lawyers, dominating the legal landscape in the UAE.  Mr. Al Tamimi explains his firm's origins and his vision of creating a leading regional law firm, inspired by international models like Clifford Chance and Kim & Chang.  John and Mr. Tamimi discuss the UAE's legal evolution, starting from scratch with the UAE's independence in 1971 to its current sophisticated blend of common and civil law.  This transformation is supported by specialized jurisdictions like the Dubai International Financial Centre (DIFC) and Abu Dhabi Global Market (ADGM), which offer international standards in arbitration and legal proceedings.  Mr. Al Tamimi notes how these developments have fostered competition and elevated local legal standards.  He also describes the UAE's rapid economic and social development, emphasizing its visionary leadership, diversification, and commitment to tolerance and innovation.  He explains how the UAE has addressed negative stereotypes about its business environment, emphasizing the UAE's stringent new money-laundering regulations and its open approach to foreign investment.  The nation's inclusive ethos, welcoming diverse expatriates and fostering collaboration, has been key to its success.  Looking ahead, Mr. Al Tamimi underscores the importance of focusing on future-facing sectors like AI, renewable energy, healthcare, and education.  He believes these fields will drive growth and advises young lawyers to align with emerging global trends.  Mr. Al Tamimi's passion for mentorship and his disciplined lifestyle reflect his commitment to sustaining the firm's legacy in the UAE's evolving legal and economic landscape.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Ever think of hanging up a shingle and going it alone as a freelance paralegal services provider? It can be done and there is a demand. Working in a firm isn't your only option. Guest Corrin Swintosky is a freelance paralegal professional at her own company, Lucid Legal Support LLC, who specializes in helping small and midsize law firms increase efficiencies by providing extra help with criminal law cases as needed.   A former probation officer, Swintosky's passions include helping expunge criminal records, getting offenders back on their feet and get their lives back on track after minor offenses and missteps. Even a minor mark on a person's record can create barriers to housing, employment, voting, and everyday life.  Hear how Swintosky as a one-person show balances tech and business skills, how she learned to work side-by-side with attorneys, and how she leans confidently into her expertise.  Mentioned in This Episode: “New York Clean Slate Act Takes Effect on November 16, 2024, With New Obligations for Employers Running Criminal Background Checks,” LawAndTheWorkplace.com  “It's Time for a Federal Clean Slate,” The Clean Slate Initiative  NALA, The Paralegal Association NALA Conference & Expo 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Managing Partners Podcast, Kevin Daisey sits down with Darren Findling, President of The Probate Pro, to discuss how law firm owners can evolve from managing cases to leading teams. Darren shares his experience implementing EOS (Entrepreneurial Operating System) to create accountability, streamline operations, and empower his leadership team. They explore how tools like ChatGPT and automation are reshaping the legal industry—from client communication and marketing to internal workflows. Darren and Kevin dive into why leadership, systems, and mindset matter more than ever for growing a successful firm in today's AI-driven world. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. If you're a managing partner looking to scale your firm, attract top talent, and embrace innovation, this episode will inspire actionable change. Chapters (00:00:00) - Law Firm Network: Managing Partners Podcast(00:01:09) - Darren Criss on AI(00:01:37) - Law Firm Businesses: AI and the Challenges(00:04:35) - The Future of AI at the Probate Pro(00:09:08) - How to Lead With Fear in the Business(00:11:43) - Will Businesses Survive on Emotional Intelligence?(00:14:31) - A Taste of ChatGPT(00:17:26) - The AI Board of Advisors(00:19:40) - The Future of Collaboration with AI(00:25:34) - Law Firm Owners: Will They Be Abolished by AI?(00:30:02) - Legal AI: Access to Knowledge Will Be democratized(00:37:35) - AI Is Changing the Way You Search the Web(00:43:55) - Should Lawyers Use AI in Mock Trials?(00:46:46) - Are We Ready for AI Arbitration?(00:51:34) - Symantec CEO on Cybersecurity(00:52:14) - A AI Probate Pro

   The Hidden Key to Law Firm Performance In this episode of Lawyer Boss Life, Alay Yajnik reveals one […]

When Matthew Moeller launched his New Orleans law firm, he wasn't just becoming a solo attorney— he was stepping into entrepreneurship. He shares how he turned lessons from a high-school retail job into business instincts for running a profitable practice, why he ditched file cabinets for the cloud, and how technology and specialization keep his firm agile and client-focused. Then, ALPS Insurance's Rio Laine joins host Adriana Linares to unpack why business training, specialization, and tail coverage matter for every new solo.   Hear the original episode with Matthew Moeller Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever think of hanging up a shingle and going it alone as a freelance paralegal services provider? It can be done and there is a demand. Working in a firm isn't your only option. Guest Corrin Swintosky is a freelance paralegal professional at her own company, Lucid Legal Support LLC, who specializes in helping small and midsize law firms increase efficiencies by providing extra help with criminal law cases as needed.   A former probation officer, Swintosky's passions include helping expunge criminal records, getting offenders back on their feet and get their lives back on track after minor offenses and missteps. Even a minor mark on a person's record can create barriers to housing, employment, voting, and everyday life.  Hear how Swintosky as a one-person show balances tech and business skills, how she learned to work side-by-side with attorneys, and how she leans confidently into her expertise.  Mentioned in This Episode: “New York Clean Slate Act Takes Effect on November 16, 2024, With New Obligations for Employers Running Criminal Background Checks,” LawAndTheWorkplace.com  “It's Time for a Federal Clean Slate,” The Clean Slate Initiative  NALA, The Paralegal Association NALA Conference & Expo 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach talks with Jen Berrent, former WeWork executive and founder of Covenant, an AI-first law firm reimagining how deals get done. They dive deep into what it means to build a law firm from the ground up around artificial intelligence — not as a tool, but as the foundation. Jen shares her perspective on why too much work still runs through Big Law, how AI is transforming the middle tier of legal work, and what it takes to balance human expertise with machine efficiency. In this episode: What an “AI-first” law firm actually looks like How Covenant is redesigning legal workflows from scratch The problem with Big Law's “too much work, too few alternatives” model Why reading comprehension is AI's legal superpower Building client trust in the age of automation How AI can accelerate deals — without sacrificing rigor The difference between a “relationship ramp” and a “SaaS snowball” The challenges (and advantages) of raising funding in legal AI Lessons from Robin AI's struggles — and why clarity of business model matters Why this is a once-in-a-generation moment for lawyers who want to innovate Learn More: Zach – legallydisrupted.com Jen – https://covenant.co/about Follow Along: Zach – linkedin.com/in/zachabramowitz Jen – https://www.linkedin.com/in/jenniferberrent

When it comes to selling or buying a law firm, numbers and contracts often steal the spotlight, but ethics are what make or break the deal. In this episode, host Victoria Collier goes into the ethical framework that governs law firm sales and explains how to navigate compliance without sacrificing client trust. From competence and confidentiality to client notifications and handling trust accounts, Victoria walks through the key ABA rules every lawyer must understand, especially Rule 1.17, and shares practical insights for keeping your transaction ethical, professional, and smooth from start to finish. What You'll Learn •⁠  ⁠Why Rule 1.17 is the backbone of ethical law firm sales •⁠  ⁠How to protect client confidentiality during due diligence and negotiations •⁠  ⁠What to include in a client notice letter (and when to send it) •⁠  ⁠The right way to handle conflict checks without breaching privacy •⁠  ⁠Best practices for transferring client files and trust funds safely •⁠  ⁠How to ethically market a law firm for sale under Rule 7.1 •⁠  ⁠Why ethics and profitability go hand in hand in successful law firm transitions Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

Law Firm Owner Year-End Tax Hack #2

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In Episode 65 of the State of the Market for Law Firm Sales in 11 Minutes, Senior Attorney Match's Jeremy E. Poock, Esq. addresses the following: The emergence of Startup Law Firms   How Law Firm Sales 2.0 will apply to the sales of Startup Law Firms   The value that Senior Attorney-led Firms offer to Startup Law Firms   A warning to Senior Attorney-led Firms as a result of the continuing ease for Startup Law Firms to originate new clients digitally during today's 3.0 Digital Era for the Legal Industry   As Poock explains, today's Startup Law Firms feature the following characteristics, or really, steps: 1. Introduce a product, namely, the practice area(s) of a Startup Law Firm 2. Develop a strategy to bring a Startup Law Firm's product to market 3. Originate clients 4. Build a team 5. Grow sales/profits 6. Achieve an exit/sale Poock also points out that Senior Attorney-led Firms offer the following value to Startup Law Firms:   (a) Instant client growth;   (b) Welcoming in the workforce of Senior Attorney-led Firms, that is, key lawyers and their support staff; and   (c) The subject matter knowledge that the lawyers at selling law firms have developed, which Startup Law Firms want and need to convert to digital content to attract the attention of clients who search online for lawyers and law firms to hire.   Poock points out that Startup Law Firms will sell their firms per Law Firm Sales 2.0, followed by Law Firm Sales 2.5, and eventually, Law Firm Sales 3.0.   In Law Firm Sales 2.0, Startup Law Firms will enjoy fixed payments upon their digital and brand value, plus earnout terms based upon their defined Books of Business.    Looking forward to Law Firm Sales 2.5 and 3.0, Poock explains that no earnout terms will apply to those sales because of sale value tied to digital value, brand equity, and good will without any dependence upon Rainmaker Attorneys to transition their Book of Business to a purchasing law firm.   As a result of the arrival of the Age of the Startup Law Firm, Poock includes the following warning to Senior Attorney-led Firms:   It's very important for Senior Attorneys to recognize that as Startup Law Firms continue reducing their client acquisition costs due to the ease of generating clients digitally in today's 3.0 Digital Era for the Legal Industry, the Books of Business of Senior Attorney-led Firms will become less valuable.   And, to listen to the Bonus Segment to Episode 65, please listen here:   https://podcasts.apple.com/us/podcast/how-personal-injury-law-firms-can-develop-measure-their/id1498670329?i=1000735060815

LinkedIn dominates B2B legal marketing with 69% of firms active, while YouTube's search engine power and TikTok's massive reach surprise attorneys. Email segmentation and consistent multi-platform visibility enable your practice to thrive. For more details, visit https://mach10xmarketing.clientcabin.com/app/info. MACH10X City: Southlake Address: 2600 E Southlake Blvd #120, Southlake, TX 76092 Website: https://mach10xmarketing.com/

What if your firm's biggest threat isn't poor strategy or weak talent — but misaligned leadership? As part of the “Road to the Summit”, a special series ramping up to the 2025 Game Changers Summit this November 12–13, we're revisiting some of the most powerful conversations ever featured at our events. In this episode of The Game Changing Attorney Podcast, Jessica Mogill takes the stage at the 2024 Game Changers Summit to expose the hidden cost of poor leadership.  She breaks down why high performers don't automatically make great leaders, how fear-based management destroys culture, and what it really takes to build alignment at every level. Through real stories from inside Crisp, Jessica reveals how small cracks at the top can ripple through an entire organization, and what leaders can do to stop it. Here's what you'll learn: Why your strongest performers can become your weakest leaders without the right mindset and training How to identify cracks in leadership before they fracture your entire team What it takes to rebuild alignment, trust, and performance from the top down Want to create lasting impact through leadership that lifts everyone around you? Start here. ---- Show Notes: 01:44 – Jessica introduces the theme: the danger of promoting top performers into leadership without the right mindset. 03:02 – Jessica connects “The Boys” to high performers who turn destructive without balance and empathy. 06:35 – “A crack at the leadership level is a canyon to the rest of the team.” She explains how misaligned leadership ripples across the company. 07:56 – Global cost of poor leadership: $7 trillion. Jessica shares how poor management drains performance and trust. 11:32 – Skip-level meetings reveal hidden issues. She explains how transparency rebuilt alignment. 17:08 – The story of “Casey,” the fear-based leader who created a culture of fear and disengagement. 24:57 – The peacekeeper leader “Lisa” avoids conflict, causing accountability to erode. 32:11 – The veteran leader “Jake” clings to the past and kills innovation through resistance to change. 39:35 – Jessica closes with her reflection: “What you tolerate today will become your standard tomorrow.” Links & Resources: The Boys (Amazon Prime Video) Developing the Leader Within You 2.0 by John C. Maxwell Kat Cole ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 388. From Hooters Hostess to $600M CEO: Leading With Grit, Humility, and Urgency with Kat Cole 240. Jessica Mogill — Why Hiring A-Players is Important 62. John Maxwell — Leadership is a Verb, Not a Noun

Law Firm Owner Year-End Tax Hack #1

Did you like this episode? Dislike it? If your marketing budget is limited to $500 a month, digital ads aren't the answer — relationships are. In this solo episode, Danny Decker explains why early-stage law firms should skip paid marketing altogether and instead focus on community building, referral partnerships, and local networking. When you're ready to scale, you'll have a stronger foundation and a better ROI.

Hiring decisions are some of the trickiest choices law firm owners make. Wait too long, and you end up buried under the work, scrambling to keep up. Hire too early, and you're sweating payroll and questioning whether the work will sustain the role. The constant back-and-forth of when to hire and who to hire can leave even the most disciplined owner feeling stuck.   In this episode, Melissa shares a practical, data-backed approach that replaces guesswork with clarity. She walks you through how to calculate your buy-back rate, understand producer multiples, track net cases, and build production models that create real leverage. These tools help owners make smart, confident hiring decisions based on truth instead of gut feel, ensuring every new hire strengthens the firm's health, profitability, and long-term success.   Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar   Get full show notes, transcript, and more information here: https://www.velocitywork.com/335   Use the Law Firm Producer Multiple Calculator here: https://producercalc.velocitywork.com/   Watch this episode on YouTube: https://youtube.com/@velocitywork

Hey there, and welcome back to The D Shift: Redefining Divorce And Beyond! In this episode, your host Mardi Winder sits down with Charles Jamieson, a seasoned attorney who's spent over 40 years navigating the ups and downs of family and marital law. Based in West Palm Beach, Charles Jamieson isn't only an expert in high-conflict divorce but also specializes in helping individuals protect themselves and their futures through prenuptial and postnuptial agreements.If you think prenups are only for the rich and famous, think again! Mardi and Charlie are here to set the record straight, explaining how modern prenups can be practical, thoughtful, and even empowering for couples at every stage. Charlie gets real about why these agreements matter, especially for second marriages (spoiler alert: divorce rates are higher the second time around), and how tough money conversations upfront can save you years of headaches and a whole lot of cash down the road.Together, they dive into some of the most frequently asked questions, like whether prenups can cover things like child custody, what happens if a big inheritance or lottery win comes along, and what you actually need to bring to your attorney to get the process started. They also explore postnups, why some couples choose them after marriage, and how both types of agreements can fit into bigger conversations around aging, illness, or blending families.About the Guest:Charles D. Jamieson is the founder and driving force behind The Law Firm of Charles D. Jamieson, P.A., with over 40 years of experience in marital and family law. Beginning his legal career in Maine, he has become a trusted advisor to clients across more than 20 states. Board Certified in Marital and Family Law, Charles is widely recognized for his expertise in high-conflict divorce, parental rights, and child custody matters. A Dartmouth graduate with high honors and a Juris Doctorate from the University of Maine School of Law, he co-chaired the Moot Court Board and competed nationally and internationally. Throughout his career, Charles has championed families, often working alongside mental health, financial, and medical professionals to support his clients' best interests. Based in West Palm Beach, Florida, he remains a respected figure in the legal community and continues to be a passionate advocate for justice, equity, and compassionate representation.To connect with Charlie:Website:www.cjamiesonlaw.com IG: @CharlesjamiesonlawFB: https://www.facebook.com/DivorceWPB/ LinkedIn: https://www.linkedin.com/in/cjamiesonlaw/About the Host: Mardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/Youtube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you...

Episode 1: A Former Version of You Prayed for This Life: Breaking Free from ComparisonEpisode Description: In this solo episode, Erin gets vulnerable about her 45th birthday funk and the comparison trap that nearly stole her joy. She shares the powerful message that shifted everything: "The life you are living now, a former version of you prayed for." If you've ever looked around at everyone else's highlight reel and felt like you're somehow behind, this episode is for you.Key Topics CoveredWhy comparison feels heavier in your 40sThe negativity bias: why your brain only sees what you don't haveHow social media amplified the comparison trap beyond our immediate circleThe life-changing question: "Do I even want what they have?"The answered prayer audit: what did 35-year-old you desperately want?Why your current reality (even the messy parts) might be exactly what you prayed forTimestamps0:00 - Welcome back! Holiday mode and daylight savings rants2:08 - The comparison trap at 45: why midlife hits different4:00 - How comparison steals more than just your joy6:14 - Erin's 45th birthday funk: feeling behind despite building everything from scratch8:28 - The church message that changed everything10:42 - The only person who can save you from comparison is you12:18 - Why comparison ramps up in your 40s (the science behind it)14:19 - Social media's role: comparing to everyone's highlight reel16:16 - Practical tips: Do you even want what they have?18:16 - The 10-year exercise: what did younger you pray for?20:07 - Your worth is not based on someone else's highlight reelCall to ActionIf this episode resonated with you, share it with a fellow lawyer or friend who needs to hear this message. Tag Erin on social media and let her know how you combat the comparison trap—she'd love to hear from you!Don't forget to subscribe to the Powerhouse Lawyers podcast so you never miss an episode.Connect with ErinInstagram: @eringernerLinkedIn: Erin GernerWebsite: eringerner.com Have a topic you'd love to hear covered on the podcast? DM Erin and let her know!

What do law firms really want to see from you to get promoted to partnership? How much expertise do you need in your practice area? Do you need to be running deals (or mostly, getting the work done at a high level)? And what about business development (what do they truly expect)? I get asked these questions a lot (including recently from a senior counsel attorney hoping to get promoted within the next 2 years). Listen to today's episode for the answers. The post Episode # 214: What Do Law Firms Really Want To See (Before Promoting You To Partner)? appeared first on Life & Law Podcast.

Ryan Kimler is the founder of Net Profit CFO and host of the Net Profit Podcast. He and his team help law firm owners understand their numbers, make better business decisions, and build more profitable and sustainable practices by using accounting and finance to give firm leaders clear information they can act on, so their businesses stay financially healthy and have the resources to grow. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM PROFITABILITY Law school teaches lawyers how to practice law, not how a law firm makes money. Many attorneys work hard, bill hours, build relationships, and still don't really know how the business side works. The truth is, partners and firm leaders usually want younger lawyers to understand this—they just don't always talk about it unless someone asks. When you understand how the money moves through a firm, everything gets clearer. You can see what makes a matter profitable, what slows things down, and how your work contributes to the bigger picture. It also gives you insight into the decisions that drive compensation and advancement. In this episode of The Lawyer's Edge, Elise talks with fractional CFO Ryan Kimler about the business of law and why every lawyer should understand it. They break down how law firms actually make profit, why busy doesn't always mean profitable, how pricing and staffing decisions affect results, and how lawyers at every level can use financial information to make smarter choices about their careers. 2:18 – Why good legal work doesn't automatically translate into compensation 4:12 – The silent profit killers: time leakage, realization, and collection rates 8:26 – Two lawyers bill the same hours. One generates more profit 12:13 – Lawyers get promoted into leadership without ever learning the business of law 15:02 – Why firm leaders are relieved when associates ask how the business works 18:16 – What financially healthy firms track that struggling firms ignore 21:17 – Lawyers lose money doing their own admin work instead of delegating 27:21 – A simple way to know when it is time to hire help 30:39 – The pricing mistake that leaves money on the table at many firms 35:20 – Ryan's biggest advice for lawyers who want to earn more MENTIONED IN MONEY MATTERS: WHAT EVERY LAWYER SHOULD KNOW ABOUT LAW FIRM PROFITABILITY Net Profit CFO | LinkedIn Ryan Kimler on LinkedIn The Net Profit Podcast Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

When many law‑ and consulting‑firms ask "Which AI tool do we buy?" they're missing the bigger shift: the very business model is changing. In this episode, Mary sits down with David Duncan and Tyler Anderson—two long‑time service‑firm innovators—to explore how AI is not just a new tool, but a structural force reshaping professional services: staffing models, pricing, talent, and even the nature of expertise. In this episode: The pyramid unravels: We revisit the traditional "analyst → manager → partner" model and why AI is eroding the base layers. From pyramid to obelisk: David and Tyler explain why the future staffing architecture looks more like a narrow obelisk than a wide pyramid. AI‑native vs. retrofit: Are you building your firm around AI or simply bolting AI on? The difference is profound. Pricing and incentives under pressure: If AI reduces hours and increases speed, how do firms preserve value and avoid racing toward the billable‑hour death spiral? Talent, apprenticeship & judgement: With junior work being automated, how will younger professionals develop deep judgment? What happens to the craft of the profession? Incumbents vs. attackers: Why nimble AI‑first boutiques may have the attacker's advantage, and what legacy firms must do to remain relevant. Opportunity vs. risk mindset: David closes with a powerful framing—see AI not as a threat to be managed but as an opportunity to be seized. If you're in legal or professional services and wrestling with how AI fits into your firm's model—not just your tech stack—this is a must‑listen. Explore Goodwin's Strategies for Winning Deals series to gain a competitive edge in closing  your next deal: https://bit.ly/4oCDVGn Follow Mary on LinkedIn Rate and review on Apple Podcasts  

Law Firm Owner Common Bookkeeping Mistake

A Weird Way Law Firm Bookkeeping Saves You Money

In this episode of The Inventive Journey, host Devin Miller talks withDarrin Wurz, a former high school science teacher who transitioned into the world of finance and became a trusted advisor to law firm owners.Darrin shares how his early passion for education and curiosity led him from teaching ninth-grade biology in Cincinnati, Ohio, to building a successful financial advisory business that serves attorneys nationwide. After years in the classroom, Darrin faced burnout and began seeking a new challenge—one that would allow him to help others, apply his analytical mind, and build something lasting.He went back to school, earned a degree in finance, and—without a client base—put a sign in his front yard. Through networking, marketing experimentation, and persistence, he slowly built a thriving practice. His firm grew through authentic relationships and strategic positioning, eventually niching down to serve law firms. Today, Darrin's clients rely on him not just for numbers but for insight, growth strategy, and financial mentorship.Darrin also discusses writing his first book, launching his own podcast, and the ongoing process of refining his business model to meet professional clients' needs. Listeners will gain valuable insights on career transitions, business growth, and the power of niching down.

This Day in Legal History: Social Security AmendmentsOn November 10, 1983, President Ronald Reagan signed into law the Social Security Amendments of 1983, a landmark piece of legislation aimed at addressing a looming fiscal crisis in the Social Security system. At the time, the program was projected to run out of funds within months, threatening benefits for millions of retirees. The bipartisan effort, led by a commission chaired by Alan Greenspan, produced a package of reforms that fundamentally altered the structure of Social Security and continue to shape its operation today. One of the most significant changes was the gradual increase in the full retirement age from 65 to 67, a shift that reflected growing life expectancies and was designed to reduce long-term benefit payouts.Another major provision subjected Social Security benefits to federal income tax for higher-income recipients, marking a departure from the program's previously tax-exempt status. These changes helped restore solvency to the system and underscored the evolving view of Social Security not merely as a safety net, but as part of a broader fiscal policy framework. The amendments also mandated that federal employees begin paying into Social Security and included temporary payroll tax increases.The 1983 reforms were notable for their rare bipartisan consensus, forged between a Republican president and a Democrat-controlled House. The political compromise demonstrated that major structural entitlement reform was possible when both parties shared a sense of urgency and responsibility. The law's legacy is complex—it shored up the system for decades but left future generations facing similar solvency questions. Legal scholars and policymakers still reference the 1983 amendments as a model of negotiated reform, even as the political climate has become more polarized. The taxation of benefits and the higher retirement age remain central to debates about equity and sustainability within the program.The Social Security Amendments of 1983 exemplify how statutory changes can recalibrate entitlement programs to respond to demographic and economic pressures, while raising ongoing questions about intergenerational fairness and fiscal responsibility.A federal appeals court has upheld a lower court's order requiring the Trump administration to fully fund Supplemental Nutrition Assistance Program (SNAP) benefits for November, despite the ongoing government shutdown. The U.S. Department of Agriculture (USDA) had planned to rely solely on $4.65 billion in contingency funds, which would have resulted in reduced aid, but the court found this inadequate. The Rhode Island judge had ordered the USDA to tap into a separate $23.35 billion fund intended for child nutrition programs to cover the $4 billion shortfall and avoid widespread harm to the 42 million Americans who rely on SNAP.While the 1st Circuit declined to stay the lower court's ruling, Supreme Court Justice Ketanji Brown Jackson temporarily paused the order, creating ongoing uncertainty about benefit distribution. The USDA has since directed states to reverse any moves to issue full benefits made before the pause, warning of potential financial penalties. The administration argued that it couldn't be forced to reallocate funds during a shutdown, blaming Congress for the funding crisis. However, the appeals court emphasized the urgent need to prevent food insecurity during the winter. The case arose from a lawsuit brought by cities, nonprofits, a union, and a food retailer seeking full benefit payments.Trump administration cannot withhold full funding for food aid, US appeals court rules | ReutersLarge and midsized U.S. law firms experienced a strong increase in client demand during the third quarter of 2025, according to the Thomson Reuters Institute. Demand rose 3.9% year-over-year—marking one of the largest quarterly gains in two decades and the highest outside the 2021 post-pandemic rebound. Transactional practices drove much of this growth, particularly among midsized firms, with M&A work rising 6.7%, corporate work up 4.4%, and real estate and tax also showing solid gains.Litigation demand increased 4.9%, while labor and employment rose 4%. Bankruptcy, however, dipped slightly by 0.4%. Demand for countercyclical practices—those that tend to rise in downturns—was more modest, with larger firms seeing smaller gains compared to firms ranked 101–200. Midsized firms also saw a 3.9% rise in these areas. Analysts attribute part of the shift to corporate clients seeking cost control by reallocating work to more affordable firms.Billing rates were also up 7.4%, contributing to greater profitability despite a 7.5% increase in overhead expenses driven by tech investments. While current trends point to a strong 2025, the report warned of continued global economic and geopolitical instability that could reverse gains quickly.US law firms saw demand surge in third quarter - report | ReutersDemocrats ended a record-long government shutdown without securing their primary goal: the extension of health insurance tax credits under the Affordable Care Act. Despite initial unity, eight Senate Democrats broke ranks and voted with Republicans to advance a bill reopening the government on its 40th day, omitting the sought-after healthcare provisions. In return, they received only a vague promise of a future vote on the subsidies, a concession many in the party, including Senators Elizabeth Warren and leaders in the House, criticized as a strategic failure.The decision has sparked internal party conflict, especially after Democrats had recently seen electoral gains tied to their affordability messaging. Some Democrats believed holding out longer might have forced Republican concessions, but others, like Senator Jeanne Shaheen, argued prolonging the shutdown would only harm the public. The failed push is reminiscent of past shutdowns, including Trump's 2018-19 border wall standoff, where policy goals were ultimately abandoned after prolonged disruption.Air travel chaos and delayed food aid added pressure to end the shutdown, with more than 10,000 flights affected and warnings of a near-complete travel halt ahead of Thanksgiving. While public opinion largely blamed Republicans for the impasse, Democrats now hope to leverage the upcoming healthcare vote in their favor ahead of the 2026 midterms. The fate of the tax credits—and potentially rising premiums for 24 million Americans—will likely become a defining campaign issue. The shutdown technically continues as the Senate and House still need to finalize and pass the bill before President Trump can sign it.Democrats Concede Shutdown Fight Without Health Care Win in HandPresident Donald Trump has issued pardons to at least 77 individuals connected to efforts to overturn the 2020 election, including Rudy Giuliani, Mark Meadows, Sidney Powell, Jeffrey Clark, and other close allies. The pardons, outlined in a proclamation dated Friday, were framed by Trump as an attempt to end a “grave national injustice” and promote “national reconciliation.” These actions come amid ongoing investigations into the fake elector scheme that aimed to keep Trump in power after his 2020 loss to Joe Biden—a plan Trump and his allies continued to promote until his 2024 re-election.While Trump himself had been federally indicted in connection with the elector plot, that case was dismissed after his re-election, citing the Justice Department's policy against prosecuting a sitting president. The pardons only apply to federal charges and do not shield recipients from state-level prosecutions, which remain active in some jurisdictions. The White House has not publicly commented on the latest round of pardons, many of which were not formally announced.Included in the list of recipients are legal and political figures such as John Eastman, Christina Bobb, and Boris Epshteyn, all of whom played public roles in contesting the 2020 results. The full number of individuals pardoned could be even higher, as the list may include unnamed individuals.Trump pardons Giuliani and dozens of others accused of seeking to overturn his 2020 defeat | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Gabe and Drew break down Mizzou's closer than expected 89-84 win over SEMO on Friday night in the home opener. What's wrong with the defense? Who played well and who didn't? What does this mean going forward? All that plus your questions and voicemails.

We started this week's show by chatting with Attorney Rae Kaplan of Kaplan Law Firm to discuss the latest federal student-loan changes. Next, Lindholm Roofing's Assistant Manager Mike Huston discussed yearly roofing expectations. Then, HVAC Hall of Famer, Rich Dykstra Sr. of Dykstra LLC discusses the top tips for getting your home ready for winter. […]

What should a law firm owner do today to protect personal income five years from now? In this conversation, Sam Mollaei, Esq. shares how he scaled to six firms, signing 1,000 to 1,200 cases per month while working 25 to 30 hours a week. The playbook blends AI-enabled intake, an org chart that creates freedom, and disciplined media buying that tracks results to the dollar. You will hear how to shift from referrals to predictable business generation, why 99 percent of Sam's current ad spend is on Meta, how to calculate true cost per acquisition, and why document collection is the hidden bottleneck AI can fix next. If you feel the check engine light blinking on your practice, this episode shows you what to change now.Key TakeawaysFreedom comes from structure. An accurate org chart, not more revenue, creates time freedom for owners.Think like an owner, not an operator. Work with COOs and directors and focus your energy on strategy, marketing, and automation.Business generation is the moat. Firms that master client acquisition will outlast firms that wait for referrals.Track to the penny. Monitor spend, leads, qualified leads, signed cases, CPA, and ROI by channel, campaign, and asset.Practical CPA math. Up to one-third on marketing and roughly one-third on operations can work if delivery is efficient. Aim for profitable CPA by practice type and market.Go where scale lives. Sam currently allocates the vast majority of spend to Meta and targets state, multistate, or national rather than a single city.Intake is a system. Use AI to contact instantly, qualify with 3 to 4 questions, and auto-book qualified prospects for top intakers.Fix the survival rate. After signing up, AI can drive document collection and client follow through which determines how many cases reach the finish line.Urgency beats perfection. Keep a standing R and D budget, test quickly, delegate experiments, and decide fast.Prepare for leaner teams. AI will compress headcount across repetitive and text-heavy tasks. The best lawyers will run the business and perform high-level work.Resources MentionedCRM and automation: Legal Funnel, HubSpotCall tracking and recording: CallRailTelephony and call analysis: AlowareAutomation. Zapier or MakeAI research tools. Grok and similar agents for deep research and decision supportFeatured Guest: Sam Mollaei, Esq.Founder of My Legal Academy, serial law firm entrepreneur, and industry leader in automating legal client acquisition. Sam has helped over 1,400 law firms build predictable growth systems through marketing automation, AI, and intake optimization.“Winning today is business generation plus AI plus speed of implementation.”Get in touch with Sasha Berson: https://growlaw.co/sasha-bersonhttps://www.linkedin.com/in/aleksanderberson/

Welcome to episode 304 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken welcomes in Tanner Jones, Vice President of Business Development at Consultwebs and one of the leading voices in digital marketing for law firms. With over a decade of experience helping firms generate hundreds of millions in verdicts and settlements from web-originated cases, Tanner brings deep insight into how SEO, paid search, and AI are reshaping the legal marketing landscape. His team at Consultwebs, composed of attorney content writers, digital strategists, and designers, has helped law firms nationwide build recognizable brands and achieve consistent year-over-year growth. What you'll learn about in this episode: 1. Paid Search in 2025  - How Google's LSA credit policy and PPC changes affect case volume  - Why exact-match targeting outperforms broad match in competitive markets   2. AI's Impact on Visibility  - How Google's AI Overviews and ChatGPT are influencing search and lead flow  - What content structure helps firms appear in AI-generated answers 3. Attribution & Brand Building  - Why tracking conversions is harder than ever in a multi-touch journey  - The power of video and social content for building brand familiarity 4. Q4 Action Checklist  - Auditing channels, cutting non-producers, and doubling down on top performers  - Expanding review collection across Google, Facebook, and legal directories   5. Budgets, CAC, and ROI Targets  - Understanding today's cost per case  - Setting sustainable ROI goals Resources:  Website: consultwebs.com/ LinkedIn: linkedin.com/in/tannerjonescw Facebook: facebook.com/consultwebs Twitter: twitter.com/Consultwebs Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Send us a textIf anyone out there has ever wondered about how adoption works, this Papa is an open book. All 3 of our babies came into our lives through the beautiful gift of adoption. 1 year and 5 days before our first was born, so started World Adoption Day. Every year on November 9th, World Adoption Day encourages adoptees to share their stories. It's also a day for adoptive parents to connect with others and reflect upon their adoption journey.#WorldAdoptionDayFor couples experiencing the pain of infertility, adoption can be a wonderful way to become parents. However, there are many other kinds of people who adopt children each year. Maybe they simply want to provide a home for a child in need. Or maybe a woman has a medical condition that would make it dangerous to carry a baby. Others adopt because they are single, but still wish to have children.Today, on this extra special episode, we welcome 2 local women with incredibly inspiring adoption stories. 2 completely different yet immensely powerful.   I met Kristine Breithaupt on the political trail earlier this year when THE MAN- Oliver Thomas met me for an exclusive interview. Little did I know, before we started filming, I got to meet Kristine, owner of Last Word Strategies. I had no idea she had such a heartwarming testimonial for adoption. You never, ever know the words written inside of someone's heart until they are strong enough to release them through their vulnerabilities- and in doing so, allowing others to grow; through empathy, through support, and through the caring hearts of others. All of that ignites the fire within others to hopefully, possibly explore their own option of adoption._______________________________________________________________Then Later, We welcome back one of the most important players in creating our own family! Lisa Pecquet Harell was our adoption attorney for all 3 of our babies. In fact, our entire team stayed the same throughout all 3 of our kid's births. Lisa is a hometown firecracker that not only comes to bat for her clients, but she too has such a strong and trailblazing story of her own. Being adopted back in the 70's, there was no open adoption. Yet, Lisa's parents were truthful with her from the very beginning. They just allowed Lisa to navigate her own way creating the subject by introducing story books. Ironically, just like Douglas and I! So inspiring. And if any of yall need contacts reach out to me at: info@nolapapa.comRemember World Adoption Day is this Sunday November 9!  Thank you to our family of amazing sponsors! STATE FARM® INSURANCE AGENT Leigh Ann Arcuri https://ridewithla.com/ Ochsner Children's HospitalWww.ochsner.orgRouses MarkersWww.rousesmarkets.comSandpiper VacationsWww..sandpipervacations.comCafe Du Monde www.shop.cafedumonde.com The Law Firm of Forrest Cressy & James Www.forrestcressyjames.comComfort Cases Www.comfortcases.orgNew Orleans Ice Cream CompanyWww.neworleansicecream.comERA TOP REALTY: Pamela Breaux plbreaux@gmail.com Audubon Institute www.auduboninstitute.orgUrban South Brewery www.urbansouthbrewery.com

If you've finally hired a remote phone agent, whether they're across town or in another country, the next big question is: how do you actually get your firm's calls to them… reliably?Most law firms get this wrong. Calls drop, clients get frustrated, and new leads slip through the cracks. But when your phone system is set up correctly, you can increase your appointment set rate, improve client satisfaction, and stop missing opportunities.In this episode, we break down the two versions of setting up your phone systems the right way, from basic VoIP forwarding to advanced smart routing that separates new client calls from existing traffic.If you're serious about building a better system in your law firm (and saving money while doing it), discover more at thelawfirmsecret.com

The Lawyer Stories Podcast Episode 242 features Gyi Tsakalakis, Founder of AttorneySync and partner with CallRail, and former trial lawyer.

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Law Firm S-Corp Election Step-by-Step

Did you like this episode? Dislike it? How AI is Revolutionizing the Legal Industry with John Newton of Ontro.aiIn this eye-opening episode, we sit down with John Newton, Head of Technology at Ontro.ai, to explore how artificial intelligence is transforming the legal profession in ways many lawyers haven't yet realized. From ethical considerations to groundbreaking tools, John shares his expert insights on how AI can be strategically leveraged to enhance legal practices. Lawyers will learn why it's crucial to embrace AI now to stay competitive and future-proof their firms. Don't miss this deep dive into the future of law with one of the industry's top tech leaders!Check out Ontro AI here!