Podcasts about lawpay

In the ninth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the essential software tools in Part 1 of a two-part topic. They highlight the importance of using scheduling tools like Calendly and Acuity, payment processors such as Stripe and LawPay, and having a website for online presence. They also emphasize the value of document automation platforms, task management systems like ClickUp, and email management strategies. Both emphasize balancing cost and necessity, with an eye on future-proofing through integration and automation, while steering clear of the more complex AI discussions for a dedicated future conversation.__________________________Check out my other show, the Law for Kids Podcast.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@lawsubscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠everywhere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.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

Send us your thoughts!Welcome to Let's Talk Paralegal with Nikki Black—a no-nonsense, tech-infused journey where legal tradition meets digital innovation. As the bridge between lawyers and technology, Nikki dissects the buzz around AI with a clear-eyed, candid flair. This podcast isn't about sugar-coating; it's a straight-up conversation on why learning about and wisely adopting AI is crucial for modern law firms. Expect clever humor, forward-thinking insights, and a poetic blend of legal savvy and tech wizardry that'll leave you both informed and inspired. Whether you're a seasoned paralegal, an eager tech enthusiast, or just curious about the future of legal practice, Nikki's got the inside scoop to help you navigate and embrace the digital revolution. Tune in—it's time to connect, learn, and transform the legal landscape together! Connect and learn: MyCase.com, LawPay.com, Docketwise.com, CASEpeer.com Hey guys it's your girl Eda! Aside from being the Let's Talk Paralegal podcast host, I am a legal consultant, author, and advocate for change within the legal industry. Every episode, we dive deep into the tools, strategies, and real-world insights you need to succeed, featuring inspiring guests and topics that matter most to the modern legal professional.Let's create a stronger, more empowered legal industry together. I hope you are enjoying this podcast episode so far! As this podcast is just the beginning! At Eda Rosa LLC, we specialize in helping law firms and legal teams thrive with tailored staff training, operations management, and team-building solutions. Whether you're looking to streamline your practice or elevate your team's potential, we're here to help. www.EdaRosaLLC.com Buzzsprout - Let's get your podcast launched!Start for FREEUnited Latinas, Inc. Elevating and preparing Latinas that are transforming the world! Join United Latinas today! Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showFollow us on: LinkedIn Instagram @edarosallc1 Facebook

As part of the D.C. Bar International Law Community's historic year of elections* initiative focusing on global principles and standards for national elections, Brief Encounters hosted Dr. Beata Martin-Rozumilowicz and Julia Brothers, experts in the democratic elections and governance sector, to discuss international standards and leading-edge European legislation on democratic elections, including on election technology, artificial intelligence, and information integrity. We assessed how elections across the world have fared so far this year vis a vis those standards, and spotlighted the international observation report on the US 2024 General Election, issued by the invited international observation mission of the Organization of Security and Cooperation in Europe (OSCE), of which the US is a participating member. For more resources, please visit the International Law Community's webpage on Global Elections and Electoral Standards. The webpage includes guidance on legal frameworks, equal access to voting, protections for election observers and electoral workers, electoral integrity and accountability, and links to organizations in the US and Europe that work on elections and democracy promotion. *This year over half the globe's population has already or will be voting in over 80 national elections, making this year the biggest election year in history, and the largest election cycle until 2048.   Speaker Bios: Dr. Beata Martin-Rozumilowicz is an electoral expert with more than 20 years of experience globally who has served on numerous European Union election observation missions. She headed the election department of the OSCE Office for Democratic Institutions and Human Rights (ODIHR) and led as Director for Europe and Eurasia and Technical Adviser for Technology in Elections at the International Foundation for Electoral Systems (IFES).  Julia Brothers is the Deputy Director for Elections at the National Democratic Institutions for International Affairs (NDI). Julia has worked in dozens of countries worldwide leading electoral assessments and electoral integrity projects. She is an expert in “Process and Results Verification for Transparency” (formerly known as "Parallel Vote Tabulation (PVT)”) open election data, voter registration, observer rights, and the role of new technologies and digital media in the electoral process, including information integrity. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms. CASEpeer is a comprehensive practice management software for personal injury law firms, optimizing workflows and increasing productivity with robust and intuitive case management and business operations features.

D.C. Bar Environment Energy and Natural Resources Community co-chair, Lisa Anne Hamilton, interviews Julius M. Redd, Principal and co-founder of the Environmental Justice Practice Group at Beveridge & Diamond. Julius shares his insights about the rapidly evolving legal developments driving the enforcement of state and federal environmental justice law.  The conversation addresses the recent permanent injunction issued in Louisiana v. EPA and efforts to limit U.S. Environmental Protection Agency's and Department of Justice's enforcement of disparate impact regulations under Title VI of the Civil Rights Act of 1964.  Further, the guests discuss how states are advancing environmental justice through legislation, regulations, enforcement and the recent settlement of a Title VI complaint in Michigan Department of Environment, Great Lakes, and Energy v. Michigan Environmental Justice Coalition, EGLE Complaint No. 20-001-D.  Additionally, learn how these considerations are influencing the expansion of critical infrastructure investments funded under the Inflation Reduction Act (IRA) and the Bipartisan Infrastructure Law (BIL).  Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms. CASEpeer is a comprehensive practice management software for personal injury law firms, optimizing workflows and increasing productivity with robust and intuitive case management and business operations features.

In the third episode of the series, "Intersections: Energy and Environmental Issues in Law and Tech," D.C. Bar EENR Community member Kathryn Caballero and Cathy Pagano of the Board of the Women's Bar of Association of D.C. (WBA) interview Nichole Saunders, Director and Senior Attorney in the Energy Transition Program of the Environmental Defense Fund (EDF). Nichole shares how she is engaging with emerging clean energy programs like the $7 Billion Regional Clean Hydrogen Hubs Program (H2Hubs) in support of the clean energy transition. Across the globe, billions of government and private sector funds are invested in hubs, clusters, or networks designed to group clean energy infrastructure to enhance outcomes for the climate and economies. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.

In episode 5 of this series, A. Valerie Mirko, a Partner at Armstrong Teasdale LLP and Leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, an Associate General Counsel at the Investment Adviser Association, sit down with SEC Investor Advocate Cristina Martin Firvida. The conversation delves into the crucial role of this statutorily mandated position in safeguarding investor interests. Learn about the SEC's engagement with investors, the advocate's unique perspective, and the goals she aims to achieve to protect individual and institutional investors alike. Past episodes of the series: ⁠Episode 1⁠ (5/22/24) ⁠Episode 2⁠ (6/5/2024) ⁠Episode 3⁠ (7/24/2024) Episode 4 (8/21/2024) Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.

AffiniPay is historically a fintech company with a big presence in legal. Their flagship product is LawPay used by law firms to bill clients and accept payments. Dru joined the company in 2021 and right around that time, the company ventured beyond the world of payment software and acquired MyCase, which is law practice management software used by law firms to keep all case details and documents in a single location, keep track of tasks and streamline client communications. Growing up, Dru wanted to be a lawyer because she comes from family of lawyers, including her father. She studied law at the University of Chicago, but after a couple of gigs with law firms, she figured out that maybe the law wasn't for her. So, she finished her MBA and went to work for Boston Consulting. After a few years as a consultant, she needed a break, and, being somewhat of a foodie, she went to work in the kitchens of some of New York's finest dining establishments. She took lessons learned from the kitchen into her later work as a co-founder of a baby monitor start-up and ultimately roles as CEO of the property management company Grace Hill and now AffiniPay. In this episode, Dru talks about: Joining AffiniPay and its mission The company's acquisition of MyCase and expansion into practice management software Affirm, AffiniPay's Buy now, pay later product and its impact The company's AI plans and integration within the platform Core responsibilities of a CEO and what has surprised her in her role as a CEO   Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI  

Kimberly Wood, 2023-24 law student fellow with the D.C. Bar Environment, Energy and Natural Resources Community, interviews Elizabeth Klein, Director of the Bureau of Ocean Energy Management (BOEM). Klein discusses BOEM's role in overseeing offshore wind energy development in the US, outlining their process from identifying potential lease areas to conducting environmental assessments and engaging with stakeholders. She emphasizes BOEM's efforts to meet renewable energy goals while balancing environmental concerns and fostering economic growth and local economic benefits associated with offshore wind projects. The discussion also touches on regulatory updates and challenges facing the industry. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.

In episode 3 of this series, A.Valerie Mirko, a Partner at Armstrong Teasdale LLP and Leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, an Associate General Counsel at the Investment Adviser Association, discuss recent developments in insider trading with Deborah Meshulam (Partner and a leader of DLA Piper's Securities Enforcement practice). The conversation begins with the impact of Dodd-Frank Act Section 929P(a) on SEC insider trading prosecutions, and then focuses on the recent jury decision in SEC v. Panuwat, the first case based on a legal theory referred to as “shadow” insider trading. Click ⁠HERE⁠ to listen to Part 1 of this series from May 22, 2024 and HERE to listen to Part 2 from June 5, 2024. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠⁠MyCase⁠⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.

Panelists Bob Hosea with the DC Superior Court's Multi-Door Dispute Resolution Division and volunteer mediator Stephen Fennell discuss how the Civil Court mediation process can help the parties communicate with each other and expedite resolution of the litigation dispute. Volunteer mediator Fennell focuses on the rewards and challenges of being a mediator. Moderated by Don Resnikoff. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠MyCase⁠⁠⁠⁠ is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.

In the complex seas of financial regulation, the Dodd-Frank Act stands as a landmark piece of legislation crafted in the wake of the 2008 financial crisis. Fast forward fourteen years and we are once again in a rulemaking cadence that is unparalleled in speed and impact on the financial services industry. In this podcast series, A. Valerie Mirko, a Partner at Armstrong Teasdale LLP and Leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, an Associate General Counsel at the Investment Adviser Association, will discuss seminal legislation – including the Dodd-Frank Act – that were ushered in as the result of economic crisis and the aftermath of rulemaking, implementation and enforcement. This episode covers The State of the Union on Investor Protection in 2024: Balancing Investor Needs, Industry Costs and Public Policy. As the U.S. faces increasing challenges in its securities markets, government and academic expertise look back to a century of investor protection and balancing costs with the need to protect investors. Our experts will discuss seminal legislation – including the Dodd-Frank Act – that were ushered in as the result of economic crisis and the aftermath of rulemaking, implementation and enforcement. The Dodd-Frank Act signaled the beginning of a new era of investor protection and financial market oversight, which our experts will address while also looking ahead to future potential changes. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠USI Affinity⁠ offers one of the most comprehensive liability programs available to D.C. area attorneys.  We specialize just like you specialize in a particular area of practice. As a malpractice insurance specialist, USI Affinity understands the practice of law to protect your hard-earned reputation. Our program features proprietary coverage designed to mitigate risk and eliminate the financial impact of self-insuring.  Our highly skilled specialists are here to answer your questions and help you understand your policy. Having more than 50 years of experience in protecting attorneys, we are ready to serve you. ⁠⁠⁠⁠LawPay⁠⁠⁠⁠⁠ was developed specifically to help law firms streamline billings and collections, providing a simple, secure solution for legal clients to pay their bills. LawPay is the industry leader in legal payments, providing a cost-effective solution for more than 50,000 law firms around the country. ⁠⁠⁠MyCase⁠⁠⁠⁠ is an intuitive and powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting.

After nine years in private practice, Mathew founded Subscription Attorney LLC, pioneering a model that leverages automation and artificial intelligence to provide accessible legal services. Mathew is a recipient of the James I. Keane Award and a member of the Institute for the Advancement of the American Legal System's Above the Line Network. Also, he placed third in the Individual category for the American Legal Technology Awards, solidifying his impact on legal innovation. In this episode, Mathew and I explore the innovative realm of subscription-based legal services. He covers topics from efficient workflows to ethical considerations and shares insights on transforming legal practice through technology. Tune in to gain actionable insights and discover new possibilities in legal service delivery! Join Mathew and me as we discuss the following three questions and more. What are the top three key pieces of software hardware needed to make a legal subscription model work connecting the client with an attorney? What are the top three workflows that work behind the scenes to make the business more efficient? Given that technology allows attorneys to cross state lines, what are the top three Legal Ethics concerns attorneys should have when offering a subscription model? In our conversation, we cover the following: [01:07] Mathew's Current Tech Setup [37:58] Revolutionizing Legal Subscription Models: Key Software, Hardware, and Ethical Considerations [46:12] Streamlining Business Efficiency: Time Blocking, Social Media Automation, and Document Automation [50:51] Legal Ethics in Subscription-Based Practices [54:43] Where to Find Mathew Online Resources: Connect with Mathew: LinkedIn: linkedin.com/in/kerbisverse/ Website: lawsubscribed.com/ Hardware mentioned in the conversation: Anker battery pack: anker.com/collections/power-banks Blue Yeti microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Lamicall phone holder:lamicallshop.com/collections/shop-all LG ultra-wide monitor: lg.com/us/business/ultrawide-monitors Logitech ergonomic keyboard: logitech.com/en-us/products/keyboards Logitech MX Master mouse: logitech.com/en-us/products/mice/mx-master Software & Cloud Services mentioned in the conversation: Carrd: carrd.co/ Descript: descript.com/ Formula: formulasoft.com/ LawPay: lawpay.com/ Stripe: stripe.com/ SuiteDash: suitedash.com/

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 02:54 - Justices appear skeptical of Texas, Florida social media laws (Selected by Victor Li) 12:56 - Sora: deep fake video on steroids or just a flash in the pan (Selected by Stephen Embry) 22:56 - Court Orders Lawyer to Pay Opposing Counsel After Citing Fake AI-Generated Case (Selected by Stephanie Wilkins) 27:14 - LegalOn launches Gen AI assistant for contract drafting (Selected by Jean O'Grady) 31:04 - ROSS Cofounder Returns To Legal Tech with Startup Using AI To Surface Judges' Decision-Making Patterns (Selected by Bob Ambrogi) 42:03 - Is The Apple Vision Pro Worth The Investment For Lawyers? (Selected by Niki Black) 52:46 - First-Of-Its-Kind Credit Card/Software Combo from LawPay and MyCase Lets Law Firms Track Expenses Directly to Matters and Invoicing (Selected by Bob Ambrogi)

Do your New Year's resolutions fall flat after a few weeks? In today's episode, Stephanie chats with Lawyerist Lab Business Coach, Supriya Venkatesan, about why this happens, and what you can do differently to make lasting changes in your life and your law practice.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Do your New Year's resolutions fall flat after a few weeks? In today's episode, Stephanie chats with Lawyerist Lab Business Coach, Supriya Venkatesan, about why this happens, and what you can do differently to make lasting changes in your life and your law practice.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Ready to start the new year off with new goals and priorities for your firm? Maybe you're not sure how to get started or you suffer from biting off more than you can chew. In this episode, Stephanie talks with Affinity's CEO and Strategic Consultant Extraordinaire Debbie Foster about how to plan and achieve more success in 2024.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Ready to start the new year off with new goals and priorities for your firm? Maybe you're not sure how to get started or you suffer from biting off more than you can chew. In this episode, Stephanie talks with Affinity's CEO and Strategic Consultant Extraordinaire Debbie Foster about how to plan and achieve more success in 2024.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You know what they say about the cobbler's kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.  Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.   Links from the episode:   The Prenup Prescription  Check out Aaron's Prenup Website!      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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

You know what they say about the cobbler's kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.  Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.   Links from the episode:   The Prenup Prescription  Check out Aaron's Prenup Website!     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Dru Armstrong was named CEO of AffiniPay, the parent company of LawPay, in July 2021. Less than a year later, AffiniPay shook up the legal tech landscape by acquiring MyCase, one of the leading law practice management platforms, in a deal that also included four other practice management products: CASEPeer for personal injury firms, Docketwise for immigration practices, Soluno for billing and accounting (which it recently sold), and Woodpecker for document automation.  One reason that deal was so notable was that, until then, LawPay had been the legal tech equivalent of Switzerland – a neutral integration partner with virtually every practice management platform out there. But in acquiring one of the major players in the market, that legal tech Switzerland seemed to suddenly lose its neutrality.  Now, two and a half years into the job as Affinipay CEO, Armstrong is our guest on this episode of LawNext to discuss that acquisition, where the company is today, and why the marriage of fintech and legal tech matters to legal practitioners. She also shares her plans for the company's future, including how it will incorporate generative AI across its various products.  Armstrong and host Bob Ambrogi spoke live in Miami at the TLTF Summit, a conference produced by the Legal Tech Fund, a VC fund focused on legal tech, where she spoke on a panel on the intersection of fintech and legal tech. She was previously on this podcast in June 2022, at the time the MyCase acquisition was announced, and was also on our Legaltech Week podcast.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. DocReviewPad, the easy-to-use app to review, organize issue code, and produce documents CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Picture this: an estate planning attorney with a twist—owning a law firm by day and conjuring up imaginative, offbeat celebrations for the dearly departed by night.  In this intriguing episode, Sara interviews Jolene Blackbourn, Labster and trailblazing estate planning attorney and entrepreneur, who has taken a distinctive approach to end-of-life celebrations.   Learn how Jolene blends her passion with her profession with her unique method of infusing her love for Halloween culture into the traditional landscape of estate planning. We invite you to challenge your notions about end-of-life planning while celebrating the magic of honoring individuality and explore ways to seamlessly blend law and creativity into your practice.    Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Picture this: an estate planning attorney with a twist—owning a law firm by day and conjuring up imaginative, offbeat celebrations for the dearly departed by night.  In this intriguing episode, Sara interviews Jolene Blackbourn, Labster and trailblazing estate planning attorney and entrepreneur, who has taken a distinctive approach to end-of-life celebrations.  Learn how Jolene blends her passion with her profession with her unique method of infusing her love for Halloween culture into the traditional landscape of estate planning. We invite you to challenge your notions about end-of-life planning while celebrating the magic of honoring individuality and explore ways to seamlessly blend law and creativity into your practice.    Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

In Episode 1, host Jordan L. Fischer, Esq. interviews Niki Black, lawyer, author, and head of SME and External Education at MyCase and LawPay. Niki and Jordan explored the impact of cybersecurity, privacy, and emerging technologies on the practice of law. Niki provided insight into key considerations for lawyers when considering incorporating technologies into their daily practice, and the key trade offs. Niki discusses the rapid changes in legal technology when it comes to artificial intelligence, and how lawyers should consider using tools like ChatGPT, and other AI-driven technologies to enhance their practice.

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You are leading your law firm, but you can't do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.   Links from the episode:   The Second in Command by Cameron Herold   Leadership Training Course     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You are leading your law firm, but you can't do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.   Links from the episode:   The Second in Command by Cameron Herold   Leadership Training Course     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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.    

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy    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!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.   

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.  Links from the episode:   Brene Brown Books     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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Stephanie checks in with one of the newest members of our profession, Kendall Heward. Hear how Suffolk's Accelerator program prepared her to think about the business of law differently and how established firms can lean into the skills and talents new attorneys are bringing to today's small firms.   Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Let's bust a myth: Creativity isn't an innate talent that you're lucky to have or out of luck if you don't. And it's not just about the arts. Everyone is creative, and it comes in all forms. In this episode, author Phil McKinney gives actionable tips on how to overcome the idea that creativity can't be learned.   Listen to hear tips, formulas, and guidance on how to bring creativity into your day-to-day firm life.  Links from the episode:   Phil's book: Beyond the Obvious   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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator.   Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you're on, you'll find helpful advice in this episode.   Links from the episode:   The Salary Negotiator    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian's story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney.   Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs.   Links from the episode:   Lawyers Depression Project   The Addicted Lawyer    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!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

What is holding you back? In this episode, Stephanie and Lawyerist Lab Business Coach, Supriya Venkatesan, discuss limiting beliefs and how they are unknowingly keeping us from reaching our goals.   Learn real exercises you can do to uncover what's going on in your head and how to retrain your brain to think differently and unlock more success in your life.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

The Small Firm Roadmap Revisited doubled down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into what it takes to be a Healthy Owner—beyond the traditional concepts of what it means to be “healthy.”   Sara talks with Lab Coach and personal injury firm owner Ryan McKeen about making the decision to build a resilience muscle, leveraging the time and talents of others, not letting your 5-year-old-self run your business, and ultimately, letting go of control.     Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Be honest! Have you ever muttered or thought someone was being “such a Millennial” or “ok, Boomer!” Yes? Then, this episode is for you as Stephanie dives into generational differences with Katherine Jeffery, a generational strategist.   It turns out, these labels aren't just excuses for behavior. There are real differences in the way each generation was raised that show up in the skill sets and abilities they bring to the workplace. Listen to find out how bathrooms might be impacting your team's skills and much more!  Links from the episode:    Learn more about working with Katherine here   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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Stephanie talks with our new Lawyerist Lab business coach, Leticia DeSuze, about what is holding most business owners back and how working with a business coach can help. They also explore why it is time to be radically honest with ourselves about what we are—and aren't—willing to do.    Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Business owners often hear the advice: “hire help and delegate!” In this episode, Stephanie talks with entrepreneur Dan Martell about why you should hire to buy back your time.   Learn how small shifts in how you think as a business owner can make big impacts on your business—and your happiness! To start, Dan shares why it's time for lawyers to let go of their inboxes and calendars. We know why you think that is impossible but listen to hear why it is essential.   Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Kirk Simoneau joins Sara to explore client experience design and accessibility. Sharing his journey from trauma survivor to lawyer, Kirk emphasizes the importance of understanding the client's perspective and creating a personalized and empathetic client experience.   He advocates customizing spaces and communication to clients' individual needs, but for taking on pro bono work and representing people with disabilities, as it can be both financially rewarding and make a positive impact. You'll also learn the origins of his firm's name, "Red Sneaker Law."   Links from the episode:   Lawyerist LabCon  Red Sneaker Law    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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Stephanie talks with Eric Webber about the silent addiction of gambling. In this episode, we explore why you can't go anywhere or watch a sporting event without hearing betting terms. Online gambling has become all the rage, but it is not without potential dangers.   Especially in a profession like law where attorneys have access to client's money, problems can turn problematic quickly. Learn more about what is triggered in the brain during gambling, what signs to watch for, and how to know when to suggest help for a colleague or yourself. Understanding this part of addiction is part of nurturing our healthy team.   Links from the episode:   Caron Treatment Center   Judge and Lawyer Assistance Program     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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Think golf is a boring game for old white dudes? Think again! In this episode, Stephanie talks with LJ Finney about why golf is great for networking and business development and so much more!   Golf is about getting outside your comfort zone, mindfulness, self-talk, and being with nature. Use the game to learn more about yourself and how you approach your business problems or use the time to truly get to know a friend or colleague. You'll also hear Stephanie's favorite golf story from back when she was a summer associate out on the course with a senior partner, and, boy is it a doozy!    Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we're diving into achieving and maintaining Healthy Profits.    In this episode, Sara talks with Lawyerist Lab finance coach, accountant, and small business owner Bernadette L. Harris about making finances less scary, understanding healthy profits, and why owners need to prioritize paying themselves.  She advises listeners on how to determine a business's desired income, how to be intentional with financial data to understand the story that numbers can tell, and more.  Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn't “one size fits all.”   In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more.   Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business.  Links from the episode:   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.  

In this episode, delve into the crucial topic of active violence preparedness with Brink Fidler, owner and founder of Defend Systems, a prominent life safety and security consulting firm in Nashville, TN. Stephanie and Brink talk about why every firm owner should have open discussions and plan for frightening events, and how they can empower their team with knowledge and tools to respond effectively.   They also address the relevance of active violence preparedness in office environments and how to adopt a “warrior mindset” when faced with danger. The emotional and traumatic aspects of active violence events are not overlooked, as Stephanie and Brink touch on the need for mental health support and proper coping mechanisms.  Links from the episode:    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode.  

Stephanie and Joey Coleman, author of Never Lose an Employee Again: The Simple Path to Remarkable Retention, explore the crucial role the employee experience plays in creating a happy and engaged team.   Learn the steps team leaders can take to create a place where everyone LOVES their job. They delve into the power of creating memorable experiences throughout the employee journey—starting with the hiring process and through an employee's first 100 days, which plays a vital role in long-term commitment and loyalty.   This episode is packed with lots of practical tips to give you ideas to start implementing immediately. Listen to the end to learn one easy thing you can do today to show your appreciation to your team.    Links from the episode:   Never Lose an Employee Again by Joey Coleman  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!  Thanks to Posh Virtual Receptionists, Postali, & LawPay for sponsoring this episode. 

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into building, enabling, and integrating Healthy Systems in a law firm.  Lawyerist Labster Matt Loker sits down with Sara to discuss using systems and automation to deliver a consistent service to clients. They dive into how task management is crucial to consistent communication—from finding the right CRM, to rebuilding their systems and automating tasks, to regular system maintenance. Learn how Matt used healthy systems to save time, improve client experience, and create a seamless client journey.   Links from the episode:  https://lawyerist.com/resources/lawyerist-store/ 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!  Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode. 

Professors Andrew Garcia and James Matthews discuss Suffolk University Law School's Accelerator to Practice program. Designed to prepare students for small and solo practice, students partnered with small law firm owners in the Lawyerist Lab coaching program. Using tenets learned in Lawyerist's book The Small Firm Roadmap, students interviewed the owners, analyzed their firms, and presented a case study complete with recommendations for improvements. Links from the episode:  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.