Podcasts about law firms

If You Only Do Your Law Firm Books Once a Year You Deserve to Be Poor

How You Know it's Time for a New Law Firm Bookkeeper?

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  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: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources 

In this episode, Erin Gerner returns to the Powerhouse Lawyers podcast after a four-month hiatus, sharing her journey of self-reflection and the importance of taking breaks. She discusses the challenges of feeling obligated to produce content and the need for clarity in one's path. Erin emphasizes that taking a break is not a sign of failure but a necessary recalibration. She explores the difference between pushing through and pushing forward, the fear of judgment from others, and the importance of defining success on one's own terms. The episode concludes with a renewed vision for the podcast, focusing on empowerment and support for women in law.00:00 Reconnecting with the Audience02:56 The Importance of Taking Breaks05:44 Pushing Through vs. Pushing Forward08:52 Overcoming the Fear of Judgment11:47 Defining Success on Your Own Terms14:43 The Power of Evolution and Growth17:33 A New Vision for the PodcastStay connected with Erin GernerWebsite https://www.eringerner.com/   LinkedIn https://www.linkedin.com/in/erin-gerner/Facebook https://www.facebook.com/erin.w.gernerInstagram https://www.instagram.com/eringerner/?hl=en

In this episode of "The Free Lawyer" podcast, host Gary interviews Casita Simpson, founder of Simpson Associates LLC and expert in law firm systems and automation. Casita shares her journey from paralegal to operations consultant, highlighting common inefficiencies in law firms and the transformative impact of centralized systems and automation. They discuss how to choose the right case management tools, overcome resistance to change, and implement practical steps to streamline operations, improve client experience, and boost profitability. Casita encourages firms to start small, embrace technology, and continuously improve their processes.The Problem: Disorganization in Law Firms (00:03:22) The Solution: Implementing Systems & Automation (00:06:10) Pushback & Cost of Inefficiency (00:09:04) Common Inefficiencies in Law Firms (00:10:39) Why Lawyers Resist Automation (00:12:38) Choosing the Right Case Management System (00:14:34) Mistakes in Implementing New Systems (00:17:43) Process of Working with Casita (00:20:03) Quick Wins Without New Technology (00:22:36)First Steps for Firms Getting Organized (00:23:41) .How Systems & Automation Enable Scaling (00:25:14) Measuring Success of Implemented Systems (00:26:39) How Quickly Results Are Seen (00:28:06) Overcoming Fear of Change (00:29:04) Personal Example of Trying Something New (00:32:42) Casita Simpson, featured in Legal Management Magazine, is a sought-after speaker, CRM Consultant, and the founder of Simpson & Associates LLC, a virtual operations hub. Casita is a Systems and Automations Queen who helps service-based businesses (law firms, doctors, real estate agencies, financial practices, nonprofits, and more.) patch the leaks in their operations, untangle disorganized processes, and eliminate time-sucking manual tasks. By streamlining internal systems and automating daily operations across marketing, sales, HR, and administration, she closes costly gaps from a lead's first touchpoint to client delivery, that drain time, money, and team morale so businesses can scale efficiently and confidently.Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

In this episode of the Managing Partners Podcast, Kevin Daisey chats with Uma Bansal, Managing Partner of Oracle Legal Group, about why the “boring stuff” in business law is actually what keeps your firm safe and scalable. They discuss how operating agreements, employee handbooks, and clear internal policies reduce legal drama and strengthen your business foundation. Uma shares her journey from big law to entrepreneurship, the importance of structure, and why every law firm owner should invest time in processes and mindset.   Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:18) - The Best Law Firms Scale(00:00:32) - Business Law Podcast(00:01:34) - Oracle Legal Group Managing Partner Discusses Houston(00:02:59) - Law Firm Business: Avoid(00:07:25) - Operating Agreement(00:14:16) - Beyond the Core: A Workplace Handbook(00:17:07) - How to Fire a Bad Employee(00:22:21) - Do You Really Want to Be a Lawyer?(00:26:56) - Checklist Items for Starting and Growing a Business(00:27:39) - Law Firm Owners: How to Run a Business effectively

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  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: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources  Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could run a thriving 40-person law firm entirely from your smartphone? In this episode, attorney Elise Buie—known as “The Smartphone Lawyer”—shares how she scaled her Seattle-based family law practice through radical delegation, smart systems, and the strategic use of virtual assistants. From hiring and managing overseas talent to automating key workflows, Elise reveals how she built a firm that operates seamlessly, even when she's halfway around the world. She also breaks down the mindset shifts lawyers need to overcome perfectionism, embrace technology, and trust others to get things done. Whether you're a solo practitioner or managing a growing team, you'll learn how to delegate more effectively, streamline your operations, and create a practice that supports your life—not the other way around. Topics Covered Overview of Elise's Practice Using Virtual Assistants for 24/7 Support The Power of Delegation Overcoming Perfectionism and Letting Go Delegating Personal Life Tasks How to Start Delegating and Write SOPs Focusing on High-Value Work Running a Law Firm from a Smartphone Slack as a Central Command Hub Why Elise's Firm Pays for Slack Key Apps: Clio, Dropbox, and Payroll Tools Using Loom for Communication AI Note-Taking and Granola Recommendation Hiring and Onboarding Virtual Assistants Filipino Virtual Assistants and Firm Culture Addressing Privacy and Security Concerns How Elise's Firm Uses AI Final Advice: Delegate Everything You Can Resource Links Elise's firm website Elise's LinkedIn page Elise's email address: elisebuie@gmail.com Granola AI notetaking tool ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

Culture isn't a happy hour or words on a wall. It's the foundation that determines whether your firm thrives or fractures. 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 encore episode of the Game Changing Attorney Podcast, we take you back to the 2021 EVOLVE Summit. Jessica Mogill sits down with the Game Changing Culture Panel, featuring Reza Torkzadeh, John Martin, David Craig, and Mark O'Mara. Together, they share how intentional leadership, clear communication, and the use of tools like Kolbe and PRINT® have helped them build strong, high-performing cultures within their firms. Here's what you'll learn: How intentional leadership creates unity, accountability, and lasting impact How tools like PRINT and Kolbe help firms hire and retain top talent that aligns with their mission How to reduce drama, strengthen communication, and build a culture where everyone thrives Every firm has a culture. The only question is, are you creating it or letting it create itself? ---- Show Notes: 04:30 – How Kolbe and PRINT assessments transformed hiring and communication 07:08 – Learning from cultural misalignment and rebuilding stronger teams 08:48 – Building intentional culture that attracts top talent 10:13 – Using data and assessments to eliminate unnecessary conflict 11:41 – Maintaining culture during rapid growth and remote expansion 14:49 – Creating engagement through shared purpose and community impact 24:52 – Non-negotiables for building a winning firm culture Links & Resources: Kolbe Index PRINT® Assessment Reza Torkzadeh David Craig John Martin Mark O'Mara Crisp Coach Program ---- 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: 342. The Missing Piece to Peak Performance with David Kolbe 361. The Hidden Blueprint for Creating a Thriving Work Culture with Josh Nelson 318. Legal Leaders — Game-Changing Insights to Build, Scale, and Transform Your Firm

Watch the YouTube version of this episode HEREAre you a lawyer looking for some tips on AI technology? In this episode of Maximum Lawyer, Tyson and expert guest Martin Kravchenko discuss the practical use of AI technologies—such as vibe coding, AI agents, and tools like Gemini, ChatGPT, and Notebook LM—in legal and personal injury law firms. Tyson and Martin discuss bottlenecks within firms, especially with tech versus human bottlenecks. For law firms, Martin suggests that people are the biggest bottlenecks if you don't have the right amount of staff in your firm doing the right work. With a small firm, the people are important. As a firm increases, technology can become the bottleneck because there has to be a good, streamlined system in place to ensure people are able to do their jobs. If a good, solid CRM is not in place, the whole firm can really suffer.Martin speaks about his use of an AI tool called Gemini and the benefits of it. One thing is people can access it through their Google Workspace and Gmail, which makes it easy and efficient. It can also process documents better, which for lawyers who work with medical records, can be really handy. Many people struggle with badly scanned PDF documents, which for Gemini, it can read quite well. This can make any lawyer's life a lot easier when preparing for a case.Listen in to learn more!1:35 Integrating New Tools into Law Firm Processes2:21 Mapping and Standardizing Law Firm Processes4:18 Centralizing Templates and Knowledge Management7:35 When to Invest in Technology vs. Human Resources8:51 Effective Prompting and AI Tool Usage16:29 AI-Generated Content and Deepfakes17:12 Why Prefer Gemini Over Other AI Models20:56 The Value of Simple, Scalable Solutions35:32 Future of AI Agents and Legal Practice50:25 Long-Term Vision: Lawyers as Monitors of AI AgentsTune in to today's episode and checkout the full show notes here. Connect with Martin:WebsiteYouTubeFacebookLinkedIn

Law Firm Pricing Insights from Your P&L

Jens Erik Gould's Nearshoring Revolution: Why Latin America Is Beating India and the Philippines for Law Firm Talent>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

AI is already shaping how clients find (and judge) your firm across Google, Yelp, Facebook, and more. In this webinar replay, Rankings.io experts Sean Denny and John Panino unpack where LLMs pull signals, why steady multi-platform reviews matter, and the concrete steps that strengthen how your reputation is read online. Learn: Which review platforms LLMs lean on, and how to prioritize them Why Yelp reviews get hidden and how to improve what sticks How to run ongoing review campaigns without tripping platform filters What “brand consistency everywhere” really means How authentic responses, detailed stories, and photos make your reviews more valuable to AI Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

In this week's MBA Admissions podcast we began by discussing the current state of the MBA admissions season, with interview invites continuing to roll out. This week, Ohio State / Fisher, Notre Dame / Mendonza, Boston College / Carroll, Texas / McCombs, USC / Marshall, Indiana / Kelley, Arizona / Carey, UCI / Merage, Florida / Warrington, Rice / Jones and The Consortium all have their Round 1 deadlines. NYU / Stern has its Round 2 deadline. Duke / Fuqua, Oxford / Said and Notre Dame / Mendoza are all scheduled to release final decisions from early rounds. INSEAD and Imperial Business School are scheduled to release interview invites. Graham highlighted several upcoming events being hosted by Clear Admit this month, including a Real Humans series and a series focused on MBA programs in different regions of the United States. Signups for all these events are here, https://www.clearadmit.com/events Graham also highlighted our next livestream AMA, scheduled for Tuesday, October 28; here's the link to Clear Admit's YouTube channel: https://bit.ly/cayoutubelive. Graham noted a recently published admissions tip which focuses on which types of questions a candidate can ask their MBA admissions interviewer, at the end of the interview. Finally, Graham highlighted a Real Humans piece that focuses on Class of 2027 MBA students at ESADE in Barcelona. For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries: This week's first MBA admissions candidate has applied in Round 1 with a GRE score of 315. They do plan to retake it and submit the new score to the schools to which they have already applied. This week's second MBA applicant is based in Canada and has a 2.9 GPA. This is due to their first two years of study, where they really struggled. They also have a 317 GRE score. We recommend they retake the test, one more time. The final MBA candidate is from Africa and is targeting European MBA programs. They need to refine their goal focus and perform well in either the GMAT or GRE. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

"Other" Expenses are Not a Law Firm Owner P&L Category

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Deb Ruffins, a member of Furia Rubel's International Faculty, returns to On Record PR to continue the conversation on why law firms must evolve beyond the billable hour. In this episode, she and Jennifer Simpson Carr explore how leaders can break down silos, incentivize collaboration, and implement accountability systems that drive sustainable growth and stronger client relationships.

In this episode, Steve Fretzin and Elise Buie discuss:Using data-driven decision-making to manage and grow a modern law firmRedefining work-life integration and employee well-being within professional cultureBuilding brand identity and marketing strategies rooted in authenticity and measurable ROILeadership through adaptability, empathy, and alignment between values and performance metrics Key Takeaways:Reframing “billable hours” as “build-on-invoice hours” can close significant financial gaps by ensuring all productive time is accurately tracked and billed.Setting clear KPIs for every team member creates transparency, objective performance evaluation, and alignment with organizational values.Structured delegation and workflow redesign can reduce working hours without sacrificing productivity, improving overall employee satisfaction.Combining quantitative data with qualitative narratives allows leaders to make informed decisions that support both profitability and people. "If you have good data, I don't care where my people are. They could be in New Zealand on a black beach, and I know exactly what's happening." —  Elise Buie Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Elise Buie: Elise Buie, Esq., is a Seattle-based family law attorney and founder of Elise Buie Family Law Group, a law firm devoted to divorce, family law,​ and estate planning. A survivor of Hurricane Katrina, her own divorce, and many dish-filled sinks piled high after lively family dinners with her husband, Doug, and their blended family of six (six!) now-adult children, Elise knows firsthand what it means to juggle work and parenting, finding balance in between, even if it means a lot of late nights. When she's not advocating for her clients, the best interests of their children, and civility in divorce, you can find her sailing on Puget Sound. Connect with Elise Buie:  Website: https://www.elisebuiefamilylaw.com/LinkedIn: https://www.linkedin.com/in/elise-buie/Facebook: https://www.facebook.com/elisebuiefamilylawInstagram: https://www.instagram.com/elisebuiefamilylawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What gets measured gets improved. In this On the Road episode, Bryan Billig, VP of Customer Education at Assembly Software, breaks down the most important data points law firms should be tracking—and the ones they shouldn't stress over. From intake sources and case inventory to staff productivity and marketing ROI, Bryan explains how to turn firm data into actionable insights. Learn how consistent data entry, smart reporting, and a culture of measurement can reveal bottlenecks, boost efficiency, and strengthen your bottom line. Bryan Billig is Vice President of Customer Education at Assembly Software. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why Law Firm Bank Account Reconciliation is Important

Your Law Firm Car Payment is Not an Expense

En este episodio de Ginalogía, converso con Haven y Jessica, las abogadas latinas de Del Pino & Granados Law Firm, especialistas en casos de bancarrota y deudas. ‪@DelPinoGranadosLawFirm‬ Hablamos sin filtros sobre cómo la vida nos sorprende con imprevistos – un mal negocio, una enfermedad, la pérdida de un ser querido – y cómo la bancarrota puede ser la luz al final del túnel para empezar de nuevo.Su misión es clara: guiar y educar a la comunidad latina para dejar atrás la culpa y la vergüenza, y recuperar la tranquilidad financiera.Del Pino & Granados Law Firm nos ponen al día—claro y al grano—sobre deudas, bancarrota en EE. UU. y cambios recientes que todo latino debe conocer en 2025. Además, responden la pregunta que más se repite: ¿qué pasa si te vas del país y dejas tus deudas?En este episodio hablamos de mitos vs. realidades, opciones legales, tiempos, costos aproximados y cómo no meterte en un problema más grande por “soluciones mágicas”.Temas que tocamos:Bancarrota 101 (Cap. 7 y Cap. 13): diferencias prácticas y errores comunesActualizaciones 2025 relevantes para la comunidad latina (impacto indirecto de cambios migratorios en temas financieros)¿Qué pasa con tu crédito y tus deudas si sales de EE. UU.?Demandas, cobranzas y prescripción: qué esperar y qué NO esperarCómo prepararte antes de hablar con un abogadoSeñales de alerta con “asesores” no licenciados⚠️ Aviso importante: Este contenido es informativo. No sustituye asesoría legal. Las leyes cambian y cada caso es diferente. Consulta a un abogado con licencia en tu estado.¿Tienes dudas? Déjalas en comentarios. Suscríbete y comparte este episodio con quien lo necesite.

This is When You Should Hire a Law Firm Bookkeeper (it's not related to $$$)

Send us a text“A Walt In The Park” with Bill BurnsCharacters in theme parks have always blown my mind. In particularly, Walt Disney Characters. I don't know where it came from, but y'all, it aint never left. I still get star struck. And ya know what is neat? I kinda spread it to my kids. Our next guest first came on a couple of seasons back, fresh after his viral sensation as Walt Disney in Disneyland. Little did Bill Burns realize just what seed he was planting. And boy did it sprout!! From Good Morning America to being personally invited to Walt Disney Studios. Oh boy, I highly recommend you falling down what is the Bill Burns Instagram wabbit hole. Yall can thank me later! Find Bill on Insta at: @billburnzcosplayThen later, we welcome back Nick Bryan CEO and Owner of Sandpipervacations.com, and Fellow gay dad and- now entrepreneur of 5 years strong, came back to chat about what he has created the past few years. Destinations across the world and vacations here at home like Disney and Virgin. We both opened up about the volatile environments our societies present today. As gay dads, as targets. How do we live our truths without being afraid? I'll tell ya. UNITITY. Slow down and take a listen.  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

Azure outage blocks access to Microsoft 365 services and admin portals Major U.S. law firm suffers cyberattack Hacktivists aiming for critical infrastructure get pwned Huge thanks to our sponsor, ThreatLocker Imagine having the power to decide exactly what runs in your IT environment — and blocking everything else by default. That's what ThreatLocker delivers. As a zero-trust endpoint protection platform, ThreatLocker fills the gaps traditional solutions leave behind, giving your business stronger security and control. Don't just react to threats — stop them with ThreatLocker. Learn more at ThreatLocker.com. Find the stories behind the headlines at CISOseries.com.

In this episode, Brooke welcomes special guest Noemi to share her inspiring story of transformation through faith, endurance, and intentional community. From attending her first Live Out Loud event in 2018—where she encountered a renewed sense of worth and joy—to building a thriving seven-figure law firm anchored in faith, Noemi's journey is a testament to the power of saying “yes” to God's calling. Brooke and Noemi discuss how staying rooted in spiritual identity, investing in the right community, and making God the CEO of both life and business can lead to breakthroughs that impact generations. This heartfelt conversation encourages listeners to embrace their worth, trust God's timing, and boldly step into the next level of their purpose and impact.   Timestamps: 

In this episode of the Managing Partners Podcast, Kevin Daisey welcomes Cassidy Lewis, Chief Marketing Officer at Cooper Hurley Injury Lawyers and founder of the CMO Academy. Cassidy dives into the ongoing debate of agencies versus in-house marketing and explains why the most successful law firms don't choose; they do both. She also shares insights on KPIs, strategy, fractional CMOs, and how managing partners can empower junior marketers to drive real results. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners Podcast(00:00:35) - The CMO Roundtable with Cassidy Lewis(00:02:15) - Should I Hire an Agency or Build an Internal Marketing Team?(00:05:08) - Do Small Firm's Need an Internal Marketer?(00:09:39) - The CMO Academy and the Managing Partners Mastermind(00:14:30) - On Strategy and New Law Firms(00:15:53) - Cooper Harley Injury Lawyers: Legal Marketing Program

Your Law Firm Loan Repayment is Not an Expense

In this episode of Litigation Nation, co-hosts Jack Sanker and Danessa Watkins dive into two legal topics currently impacting the U.S. litigation landscape. A private equity firm recently expressed interest in ownership stakes of several law firms, raising questions about the ethics of non-attorney involvement in the legal process.  A prohibited practice to-date, non-attorney equity in law firms gives third parties the ability to take financial stakes in the outcome of lawsuits. Jack analyzes the ethical and administrative implications this introduces for both litigation and company operations.  A Texas district court bill proposing the required display of the ten commandments in public school classrooms has resumed a long-standing debate and potentially prompted new law regarding the separation of church and state. Danessa examines the bill and the resulting national conversation about First Amendment rights and religious freedom in public schools. Join us as we discuss the complexities of critical topics and we encourage our listeners to stay informed about how these issues may affect their rights and responsibilities in litigation. Don't forget to subscribe to Litigation Nation for more updates on legal news and analysis!

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com

Jimmy is a University of Oklahoma School of Law graduate and currently works as the Chief Executive Officer at the Lai & Turner Law Firm. Jimmy's journey is filled with success, tough decisions, and overcoming massive challenges. Jimmy and I started before Law School, where, growing up in Taiwan, along with Japan, Germany, England, and the US, he saw his mom go through litigation at a young age, running a business, and wanted to do something to help. He decided becoming a lawyer was the best possible route. We spoke about Jimmy's reinterest back into going to Law School, how he got to the University of Oklahoma School of Law, and his first year experience. Following this, Jimmy spoke about his Law School legal experiences, making valuable relationships, albeit few, throughout Law School, and how in all of life, the ability to sell is a skill we all must learn and master! Jimmy leads us up to starting his firm, and what he does today at the Lai & Turner Law Firm. From getting acclimated to the learning curve of being a first-time business owner to scaling and reaching new goals. Finally, we spoke about Jimmy's newfound emergence in the LinkedIn game, gaining over 3.1 million post views in the last year, and starting his school community, Unforgettable Professionals. Jimmy's story is one you don't want to forget, and as his story is written with time, Jimmy is one to watch not only now, but in the coming years! Unforgettable Professionals Skool Community: https://www.skool.com/unforgettable-professionalsJimmy's LinkedIn: https://www.linkedin.com/in/jimmylai-jdmbaLai and Turner Law Firm: http://laiturnerlaw.com/Be sure to check out the Official Sponsors for the Lawyers in the Making Podcast:Rhetoric - takes user briefs and motions and compares them against the text of opinions written by judges to identify ways to tailor their arguments to better persuade the judges handling their cases. Rhetoric's focus is on persuasion and helps users find new ways to improve their odds of success through more persuasive arguments. Find them here: userhetoric.comThe Law School Operating System™ Recorded Course - This course is for ambitious law students who want a proven, simple system to learn every topic in their classes to excel in class and on exams. Go to www.lisablasser.com, check out the student tab with course offerings, and use code LSOSNATE10 at checkout for 10% off Lisa's recorded course!Start LSAT - Founded by former guest and 21-year-old superstar, Alden Spratt, Start LSAT was built upon breaking down barriers, allowing anyone access to high-quality LSAT Prep. For $110, you get yourself the Start LSAT self-paced course, and using code LITM10 you get 10% off the self-paced course! Check out Alden and Start LSAT at startlsat.com and use code LITM10 for 10% off the self-paced course!Lawyers in the Making Podcast is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Get full access to Lawyers in the Making Podcast at lawyersinthemaking.substack.com/subscribe

In this episode, I sit down with Sally Reddy, a tax controversy attorney. She shares her journey of starting her own law firm and the importance of building trust through referrals. Discover the importance of referrals in Sally's practice, particularly in the sensitive field of tax law, where trust is paramount. Hear her experiences, the challenges she faced, and the valuable insights she gained about creating a referable client experience that encourages referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/382

Private equity is circling the legal industry, and Lucian Pera is helping make sense of what that means for MSO law firms and beyond.  Joining Chris Batz and Howard Rosenberg, Lucian breaks down how management services organizations (MSOs) and alternative business structures (ABSs) are giving outside investors new ways to participate in the economics of law - without running afoul of ethics rules like ABA Rule 5.4. Lucian makes it clear that these models are tools, not shortcuts. For some firms, an MSO structure may unlock the capital needed for technology, acquisitions, or ambitious growth plans. For others, a traditional loan or internal funding might make more sense. The critical step, he argues, is matching structure to strategy, rather than chasing the latest buzz. As interest from PE firms and family offices surges, the profession faces a choice: see outside money as a threat, or recognize the opportunities it brings to modernize how law firms operate. Lucian leans toward the latter. Just as medicine and accounting were reshaped by investment, he believes law is in the midst of its own slow-motion revolution where the business side of the profession is finally catching up with reality. For lawyers and investors alike, understanding MSOs, ABSs, and the ethics that govern them is a glimpse into where the legal market is headed next.   Episode Breakdown: 00:00 Meet Lucian Pera 01:04 MSO Law Firms Explained 05:09 Rule 5.4 and Legal Compliance 09:19 Market Trends and Investor Interest 15:45 Which Law Firms Are Using MSOs 18:17 Private Capital: Threat or Opportunity? 25:19 ABS Structures in Law Firms 30:10 ABS vs. MSO: Key Differences 32:10 Future Outlook for Law Firms and PE   Connect with Lucian Pera: Connect with Lucian on LinkedIn Lucian's Website Bio    Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  Podcast production and show notes provided by HiveCast.fm

Erika Steinberg is the founder of CMO2Go, which provides fractional and interim marketing leadership to midsize law firms across the United States. She launched the company more than six years ago with the belief that expert marketing is not just for the largest law firms. Before founding CMO2Go, Erika held senior marketing leadership roles at Sidley Austin, Kaye Scholer, and Arent Fox. With more than 30 years in legal marketing and business development, she speaks fluent lawyer, understands how law firms operate, and knows how to work effectively inside of them. She helps midsize firms create roadmaps for marketing success, execute on those plans, and maintain momentum by bridging marketing gaps in their teams. WHAT'S COVERED IN THIS EPISODE ABOUT MARKETING FOR MIDSIZE LAW FIRMS Midsize law firms bring real advantages to the table when it comes to marketing. With leaner teams and closer collaboration across practices, they often have the ability to move faster and make decisions without the layers of bureaucracy that slow down larger competitors. Those advantages can disappear without a clear plan. Firms risk siloed initiatives, "random acts of marketing," or goals that lack accountability. It's easy to take on too much or lose steam when busy lawyers don't have the time or support to keep things moving forward. In this episode of The Lawyer's Edge podcast, Elise Holtzman talks with Erika Steinberg about how midsize firms can build smart, sustainable marketing functions. They explore the difference between tactics and strategy, what it takes to maintain momentum with small teams, and how to create a roadmap that supports both immediate priorities and long-term growth. 2:26 — What it means to “speak fluent lawyer” and why it matters 5:47 — Common misconceptions about creating a marketing plan 7:26 — Mistakes midsize firms make when designing and executing plans 11:24 — How to maintain momentum so projects don't fizzle out 13:21 — Bridge the Gap: interim marketing leadership in action 17:11 — Navigating challenges when stepping into a firm as interim leader 22:19 — What midsize firms are getting right in their marketing 24:40 — Why tracking business sources matters and where to focus resources 29:17 — The power of collaboration and breaking down silos 32:02 — Why strategy must come before tactics MENTIONED IN BUILDING SMART, SUSTAINABLE MARKETING FOR MIDSIZE LAW FIRMS CMO2Go Connect with Erika on LinkedIn 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.

In this episode of Jane's LME Addiction, 9fin's head of LME coverage Jane Komsky sits down with 9fin private credit reporters Shubham Saharan and Tom Quinn, to discuss how sponsors are adding the ability to veto their portfolio companies' creditors' choice of law firm. They discuss the how these provisions came about, what iterations have passed into the market, and whether these provisions are ethical.Find all of our coverage on LME litigation on 9fin.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

450 Law Firms Later: James Brown on the 7-Part Business Framework That Scales Practices>>https://businessaccelerator.institute/lawfirmgrowth/>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

3 Biggest Law Firm Owner Bookkeeping Mistakes I See

Former Big Law CMO and International Faculty member Deb Ruffins joins Jennifer Simpson Carr to examine the future of the billable hour. They explore why clients are pushing for new models, the risks firms face if they remain locked into traditional metrics, and how attorneys can shift from service providers to trusted business partners.

3 Deliverables of a Quality Law Firm Bookkeeper

  What is a partner track program, and why is it important for law firms? Alay Yajnik explains that a […]

The Only Type of Law Firm Income That Is Not Taxed

Send us a textOh how we've missed you. No. Really. WE GOT SOME GUESTS YALL!The summer has faded and into the Fall we goooo. This week back we welcome from Happy Gilmore 2, Max Kessler. Max's story is unlike anything I have EVER HEARD. It is cosmic. It is out of this freaking world. And it all goes back to this little, big word called MANIFESTATION. Sit back and be blown away as I did while Max tells the story of how his doppelgänger self met up with Adam Sandler... and then AGAIN to be in his movie! Watch it on Netflix! Then later we welcome author of "Uncle John's Bathroom Readers" Brian Boone! His BRAND NEW edition of his series just dropped and this one? Uncle John's KNOW IT ALL! This one is the 38th edition and Brian stopped by to plant some seeds of inspiration, folks. Over 15,000,000 copies sold world wide, hearing who inspired him to be who he is today really brought it all home. Did you know today is National Smile Day? Well, his story and his series of books will be SURE to bring it to your face, today. Of all days! 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

The One Law Firm Income Stream That Does NOT Count as Income

In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer's behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval.   Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you're ready when agentic features become standard in everyday legal work.    Listen to our other episodes on AI in Law:  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN  #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN  #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN    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 & Conferences Recap  2:48 – From SEO to AEO: The New Search Frontier  6:34 – Meet Drew Bloom: AI for Law Firms  8:48 – What Makes AI “Agentic”?  13:47 – Assistants vs. Agents: How They Differ  16:00 – Redlining & Real-World Use Cases  20:41 – MCPs and Custom AI Connections  27:30 – The Future: Multi-Tool AI & Mobility  29:48 – Preparing Your Firm: Data & Metadata  34:38 – Where Lawyers Can Experiment Safely   

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Watch the YouTube version of this episode HEREAre you an attorney looking for a place to get reliable vendor reviews? In this episode of the Maximum Lawyer Podcast, Tyson and Becca introduce “Becca's List,” a new, free review platform designed for law firm owners to share authentic feedback on vendors and service providers. Tyson and Becca share about how Becca's List came to be. After hearing from a Guild member about spending money on a vendor and not getting the services they paid for, Becca and Tyson created a product list where legal vendors can be reviewed. This can then be used by members who are looking for vendors and can do some research before they commit to spending money with them. This is a great tool for new law firms who don't have a big budget and need to be mindful of the vendors they partner with.Tyson and Becca go through the development journey of Becca's List. The website uses smiley faces to rate vendors, which does not leave users confused on how to use the platform. The development process has been tricky due to working with developers who usually have more say in how something can be created. The process also involved coming to a happy medium on certain aspects of the platform and this is important when collaborating on a product.1:43 Explanation of the idea of Becca's List2:44 How the new platform changes vendor behavior 9:13 Overview of the development journey11:13 Issues with the platform, including frustrations with developers14:16 The difference from building a standard law firm websiteTune in to today's episode and checkout the full show notes here.Check out Becca's List here.