Podcasts about lawyerist

Jeff is back after a long absence, and he explains why: the bipartisan insanity in America left him too disgusted to record, even for the nation's 250th birthday. He remembers the 1976 bicentennial, when kids collected special quarters, flags flew everywhere, and Americans actually liked their country. Compare that to now. What changed? Muslim terror supporters are winning elections coast to coast: Mamdani's New York, where tax dollars fund Israel-bashing puppet shows for four-year-olds, and Michigan, where Abdul El-Sayed will cruise into the Senate after answering a synagogue terror attack with "hurt people, hurt people." Jew hate is now the one issue uniting the far left and the Nazi right — and it wins. And Jeff is officially done defending Trump. Iran "unconditionally surrendered"? They're still firing missiles, rebuilding nuclear sites, and executing protesters while Trump begs for a deal and dangles F-35s in front of Turkey's fanatical dictator Erdogan. Compromised by Qatari billions or just a moron — either way, America's last chance is gone. Next week: Jeff finally takes on the Lindsay Clancy case.

Most lawyers are taught how to practice law, not how to lead people. Then one day, they are handed a team and expected to figure it out. In episode 633 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading people, the second cornerstone from their book, Be a Next Level Leader.  Debbie and Stephanie break people's leadership into four essential responsibilities: building trust, developing others, communicating clearly, and holding standards. They explain why trust grows through small, human interactions, why leaders often overload their most dependable employees, and how delegation can become a tool for development instead of a way to clear your own plate.  They also explore why teams cannot meet expectations that were never clearly communicated, how positive and constructive feedback help people grow, and why “no news is good news” is not a leadership strategy.  If you want to build a team that can take greater ownership, perform at a higher level, and succeed without relying on one overburdened A player, this episode offers a practical place to start.  Listen to our previous episodes on Law Firm Leadership, Delegation, and Building Stronger Teams.  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #631: Tune In Before You Jump In: A Better Way to Delegate, with Shawn Vanderhoven Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:21 – Track Your Firm's Progress with the Small Firm Scorecard  03:17 – Leading People: The Second Leadership Cornerstone  04:25 – Trust, Development, Communication, and Standards  05:59 – Why Law Firms Do Not Teach People Management  07:42 – Building Trust Through Real Relationships  08:58 – Small Conversations That Strengthen Trust  10:54 – Delegating to Develop, Not Just to Offload Work  11:26 – The Overburdened A Player Problem  12:48 – Becoming a Multiplier for Your Team  13:31 – Match Delegation to Skill and Readiness  14:52 – Set Clear Expectations Before Asking for More  16:38 – Why Feedback Is a Leadership Skill  18:33 – “No News Is Good News” Does Not Work  19:08 – Learn How Your People Want to Be Recognized  19:53 – A Simple Framework for Better Feedback  21:14 – Holding Standards Without Being Harsh  22:15 – Closing Thoughts and What Comes Next 

Leaders do not simply enter a room. They change it. In episode 632 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading self, the first cornerstone from their new book, Be a Next Level Leader.  Debbie explains why “leaders bring the weather” and how a leader's emotions, attention, and energy can shape an entire meeting. Together, they explore what happens when leaders make promises they cannot realistically keep, become bottlenecks for their teams, or undermine decisions by delivering them as someone else's instructions.  They also discuss why honoring commitments is essential to building trust, how to renegotiate a deadline without hiding behind busyness, and what it means to speak as a leader even when you disagree with a decision. Debbie and Stephanie share practical scripts, exercises, and shared language law firm teams can use to make better leadership habits part of everyday work.  If you want your team to trust your word, follow your direction, and feel secure when pressure rises, better leadership starts with understanding how you show up.  Listen to our previous episodes on Law Firm Leadership, Self-Awareness & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete's Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  Links from the episode:  https://beanextlevelleader.com/    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  01:19 – Why Leadership Teams Need Shared Language  03:16 – Meet Debbie Foster  03:45 – Why Leadership Starts with Leading Self  04:13 – Leaders Bring the Weather  05:27 – Showing Up Fully Present  06:17 – How Broken Commitments Erode Trust  08:15 – When the Leader Becomes the Bottleneck  09:29 – Speak as a Leader, Not a Messenger  10:11 – Disagree, Commit & Support the Decision  12:02 – How Leaders Undermine Their Own Credibility  12:57 – Turning Leadership Theory into Practical Tools  14:31 – Scripts for Renegotiating Commitments & Receiving Feedback  16:10 – How the Book and Workbook Took Shape  17:21 – Shared Language Creates Stronger Leaders  19:26 – Leading When Responsibility Exceeds Authority  21:21 – How Do You Show Up Under Stress?  22:34 – Closing Thoughts 

When everything feels urgent, meaningful work rarely gets the attention it deserves. In episode 631 of the Lawyerist Podcast, Zack Glaser talks with leadership researcher and author Shawn Vanderhoven about how law firm leaders can create the clarity their teams need to focus and perform at their best.  Drawing from his book, Pause: How to Lead Brilliant Work in a Busy World, Shawn explains why effective leadership sometimes requires slowing down before moving forward. He shares what his research revealed about the behaviors that improve focus, the leadership habits that amplify distraction, and why teams struggle when every project is treated like a top priority.  Together, they explore how to make realistic tradeoffs, involve your team in prioritization, delegate without derailing someone's entire day, and create systems that make difficult conversations easier. Shawn also explains why asking, “What will it take to do this well?” can lead to better decisions than simply asking whether the work can get done.  If your law firm is juggling too many priorities, this episode offers practical ways to reduce distraction, lead with greater clarity, and create space for work your team can be proud of.  Listen to our previous episodes on Law Firm Leadership & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #604: From Practice to Business: Scaling Beyond Yourself, with Andy Hays Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #541: Why the Best Teams Have Keystone Conversations, with Michael Bungay Stanier Apple | Spotify | LTN  Links from the episode:  https://www.pausebook.co/  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:25 – A Different Kind of Law Firm Conference  03:10 – LabCon for Law Firm Leaders  07:05 – What Is Broken About Law Firm Intake  11:30 – How to Secret Shop Your Firm  15:15 – The Role of AI in Client Intake  20:45 – Why Clients Still Want Access to Humans  26:30 – Meet Shawn Vanderhoven  29:15 – Why Leaders Need to Pause  30:25 – How Leadership Can Improve Focus  33:25 – When Everything Feels Important  37:15 – Making Prioritization a Team Sport  40:20 – Choosing Your Majors and Minors  42:45 – A Better Way to Delegate Work  46:10 – Navigating Competing Priorities  49:10 – Making Difficult Conversations Easier  54:45 – Creating Clarity Around What Matters  56:10 – Pausing to Help Your Team Move Faster  59:05 – Closing Thoughts 

Lawyers may soon spend less time opening applications, and more time simply telling AI what needs to happen next. In episode 630 of the Lawyerist Podcast, Zack Glaser talks with innovation strategist Sam Harden about the rise of agentic AI and how tools like ChatGPT Work and Claude Cowork could reshape the way legal professionals work.  Unlike a traditional chatbot, an agentic system can operate within a workspace, analyze groups of files, create and update documents, develop plans, and connect information from different sources. That could allow lawyers to access emails, calendars, case materials, research, and practice management information through a single working interface.  Zack and Sam discuss what this means for law firms filled with open Word documents, browser tabs, PDFs, research databases, and disconnected software. They also challenge the idea that AI should perform the most sophisticated legal reasoning while lawyers clean up the formatting. Instead, AI should take on the repetitive administrative work so lawyers can operate at the top of their licenses.  If you want to understand where legal AI is heading beyond prompting and summarization, this episode offers a grounded look at the tools, opportunities, risks, and experiments shaping the next phase of legal work.  Listen to our previous episodes on Agentic AI, Law Firm Workflows & the Future of Legal Work.  #620: What Claude Means for Law Firms, Part 2: Using AI to Practice at the Top of Your License, with Sam Harden Apple | Spotify | LTN  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #581: Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:18 – What the World Cup Teaches About Professionalism  05:19 – Meet Sam Harden  06:25 – The “Claudification” of ChatGPT  08:15 – From Chatbot to Agentic Workspace  10:35 – Why ChatGPT Is Following Claude  13:00 – The Shift from Asking to Delegating  14:00 – What Agentic AI Actually Means for Lawyers  17:40 – Making AI the Interface for Legal Work  19:10 – The Future Surface of Work  23:30 – When Your Phone Becomes Your Workspace  25:35 – How Agentic AI Could Transform Law Firms  26:45 – Letting AI Handle the Legal Busywork  29:20 – Operating at the Top of Your License  31:15 – AI Should Format the Work, Not Make the Judgment  34:30 – How Lawyers Can Start Experimenting Safely  37:25 – Closing Thoughts 

Privacy is not just about keeping secrets. It is about protecting your power. In episode 629 of the Lawyerist Podcast, Zack Glaser talks with Oxford professor and author Carissa Véliz about how personal data gives companies, governments, and technology platforms the ability to influence our choices and shape our lives.  Carissa explains why seemingly harmless information, from the music you enjoy to the way your phone battery drains, can be used to identify, categorize, and predict you. They explore how AI has made surveillance cheaper and more powerful, why predictions should never be treated as facts, and how automated scores can affect important decisions without giving people a meaningful way to challenge them.  The conversation also offers practical ways to reclaim control without abandoning technology entirely. From choosing more private digital tools to questioning the predictions presented as inevitable, Carissa shows why every decision to protect your privacy matters.  If you have ever clicked “accept” without thinking about what happens next, this episode will change the way you think about your data, your autonomy, and who gets to shape your future.  Listen to our previous episodes on AI, Privacy & Legal Ethics.  #618: AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g Chapters / Timestamps  00:00 – Introduction  00:55 – The Future of Law Firm Leadership  05:00 – The Four Cornerstones of Leadership  09:00 – Be a Next Level Leader  10:45 – Meet Carissa Véliz  11:45 – Why Privacy Is Power  13:30 – How Personal Data Limits Your Autonomy  15:50 – Who Decides What Your Data Says About You?  17:50 – How Companies Exploit Personal Vulnerabilities  20:10 – The Data You Never Realized Was Personal  21:15 – The Connection Between Surveillance and Prediction  22:30 – Applying Fiduciary Duties to Personal Data  24:15 – Why You Cannot Contest a Prediction  26:20 – Banning the Sale of Personal Data  28:25 – Predictions Are Power Plays, Not Facts  30:30 – AI and the Expansion of Digital Surveillance  33:25 – How to Take Back Your Digital Privacy  37:30 – Why Every Privacy Choice Matters  40:00 – The Future Is Not Predetermined  41:25 – The Most Private Way to Read a Book 

Privacy is not just about keeping secrets. It is about protecting your power. In episode 629 of the Lawyerist Podcast, Zack Glaser talks with Oxford professor and author Carissa Véliz about how personal data gives companies, governments, and technology platforms the ability to influence our choices and shape our lives.  Carissa explains why seemingly harmless information, from the music you enjoy to the way your phone battery drains, can be used to identify, categorize, and predict you. They explore how AI has made surveillance cheaper and more powerful, why predictions should never be treated as facts, and how automated scores can affect important decisions without giving people a meaningful way to challenge them.  The conversation also offers practical ways to reclaim control without abandoning technology entirely. From choosing more private digital tools to questioning the predictions presented as inevitable, Carissa shows why every decision to protect your privacy matters.  If you have ever clicked “accept” without thinking about what happens next, this episode will change the way you think about your data, your autonomy, and who gets to shape your future.  Listen to our previous episodes on AI, Privacy & Legal Ethics.  #618: AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:55 – The Future of Law Firm Leadership  05:00 – The Four Cornerstones of Leadership  09:00 – Be a Next Level Leader  10:45 – Meet Carissa Véliz  11:45 – Why Privacy Is Power  13:30 – How Personal Data Limits Your Autonomy  15:50 – Who Decides What Your Data Says About You?  17:50 – How Companies Exploit Personal Vulnerabilities  20:10 – The Data You Never Realized Was Personal  21:15 – The Connection Between Surveillance and Prediction  22:30 – Applying Fiduciary Duties to Personal Data  24:15 – Why You Cannot Contest a Prediction  26:20 – Banning the Sale of Personal Data  28:25 – Predictions Are Power Plays, Not Facts  30:30 – AI and the Expansion of Digital Surveillance  33:25 – How to Take Back Your Digital Privacy  37:30 – Why Every Privacy Choice Matters  40:00 – The Future Is Not Predetermined  41:25 – The Most Private Way to Read a Book 

Law firm marketing does not have to mean paid ads, aggressive sales tactics, or posting constantly online.  In episode 628 of the Lawyerist Podcast, Chad Fox talks with Aaron Thomas about marketing for lawyers who do not think of themselves as marketers. Aaron shares how he went from relying almost entirely on referrals to building a more intentional approach that helped grow his firm and bring in better-fit clients.  They explore why referral marketing is still marketing, how newsletters can keep firms visible, and why useful content often works better than a direct sales pitch. Aaron also explains how lawyers can build stronger referral networks, make their expertise easier to find, and outsource repetitive marketing tasks without hiring a full-time employee.  If you want to grow your firm without sounding salesy or turning marketing into a second job, this episode provides simple strategies you can begin using right away.  This episode is sponsored by Posh Virtual Receptionists. As Aaron explains, effective marketing is often less about selling and more about making it easier for the right clients to find, trust, and connect with your firm. Posh helps support that experience by answering calls, improving responsiveness, and helping law firms maintain consistent communication with prospective and current clients.  Learn more at https://posh.com/lawyerist/.  Listen to our previous episodes on Law Firm Marketing & Building Client Relationships.  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI Marketing Secrets, with Karin Conroy Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:25 – What Happens When a Business Fully Unplugs  02:05 – Why Rest Belongs in Your Business Plan  12:15 – Meet Aaron Thomas  13:05 – Every Law Firm Is Already Marketing  15:05 – Finding More of the Right Clients  16:20 – Why Advertising Should Not Be Your First Move  17:40 – Marketing to Your Existing Network First  18:50 – Newsletters That Clients Want to Read  21:05 – Networking Without the Sales Pitch  21:55 – Creating Referral Partnerships with Other Lawyers  23:50 – Using Helpful Content to Build Authority  25:10 – Let Your Expertise Do the Selling  26:25 – Why Free Information Still Leads to Paid Work  28:30 – A Practical Starting Point for Overwhelmed Firms  29:50 – Outsourcing the Work That Never Gets Done  31:20 – How Basic Marketing Created Rapid Growth  32:55 – Closing Thoughts 

Knowing your communication style is useful. Knowing when to move beyond it is what creates growth. In episode 627 of the Lawyerist Podcast, Zack Glaser talks with Zeina Baydoun about how law firm leaders and teams can use DISC to better understand themselves, communicate more effectively, and respond with greater intention.  Zeina breaks down why DISC is not a personality test or a permanent label. It is a starting point for recognizing the behaviors that come most naturally, the blind spots those tendencies can create, and the ways stress may amplify them. Rather than using a profile to say, “That is just how I am,” she encourages leaders to ask whether their default response is actually what the person or situation needs.  They discuss how different communication styles can create friction inside law firms, why understanding behavior can replace judgment with curiosity, and how teams can better support one another without lowering expectations for growth.  If you want to improve communication without forcing everyone to think and work the same way, this episode offers a thoughtful framework for building more adaptable leaders and more connected teams.  Listen to our previous episodes on Leadership, Communication & Building Stronger Law Firm Teams.  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete's Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction01:25 – Using DISC as an Active Leadership Tool04:10 – Meet Zeina Baydoun05:45 – What DISC Reveals About Communication08:35 – Understanding Behavioral Preferences12:00 – How Self-Awareness Changes Team Dynamics14:40 – The Problem with Personality Labels16:20 – Why Leaders Cannot Hide Behind Their Style17:40 – Developing Skills Outside Your Comfort Zone18:55 – Adapting Your Communication to the Situation21:55 – Leadership and Communication Under Pressure25:25 – Supporting Strengths and Managing Blind Spots28:50 – Creating Space for Other People to Lead31:05 – Moving Beyond Fixed Leadership Styles32:10 – Building New Behavioral Habits33:05 – Choice, Growth and Intentional Leadership35:05 – Closing Thoughts 

Law firms deal with serious issues, but that does not mean every client interaction has to feel heavy. In episode 626 of the Lawyerist Podcast, Stephanie Everett talks with Jennifer Cargo about humor as an underrated communication skill for lawyers and law firm teams.  Jennifer shares how her experience with comedy training and amateur standup shaped the way she connects with clients, leads a team, and lightens stressful moments inside a law firm. From breaking the ice during client signings to helping team members feel more comfortable bringing challenges to her, she explains why humor is not about being silly or unprofessional. It is about paying attention, reading the room, and making people feel at ease.  Together, they explore how small moments of levity can build trust, improve client experience, and create a more approachable workplace culture. Jennifer also shares what comedy teaches about timing, observation, confidence, and finding the absurdity in everyday life.  A more human law firm does not always start with a new process or platform. Sometimes, it starts with the way you make people feel when they walk through the door.  Listen to our previous episodes on Law Firm Communication & Client Trust.   #609: Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett Apple | Spotify | LTN  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #592: Client Care, Culture and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN  #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, and Instagram!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:20 – Humor as a Serious Communication Skill  00:45 – What Makes LabCon Different  02:05 – Working on the Business, Not Just in It  04:03 – Meet Jennifer Cargo  05:17 – How Comedy School Changed Jennifer's Perspective  06:29 – Practicing Confidence Before the Stage  07:22 – Standup, Improv, and Learning to Be Funny  08:42 – Observing the Absurdity Around You  09:05 – Turning Office Friction into Client Connection  10:44 – Humor and the Client Experience  12:06 – Finding Levity Without Dismissing Stress  14:43 – Why Smiling Changes the Interaction  15:29 – Timing, Pauses, and the Structure of a Joke  18:56 – What Law Firms Can Learn from Comedy  20:27 – Building Trust Through Approachable Leadership  22:45 – AI, Comedy Writing, and Creative Prompts  24:51 – Using AI as a Thought Partner  25:17 – The Value of Trying Something New 

Most law firm owners know what it feels like to need help. But needing help and being ready to hire are not always the same thing. In episode 625 of the Lawyerist Podcast, Stephanie Everett sits down with Bernadette Harris to talk about the timing, planning, and clarity required to make a successful hire.  Bernadette shares why the biggest hiring mistake is not always choosing the wrong person. Sometimes, it is hiring at the wrong time. Hire too soon, and the firm may not have enough work or revenue to support the role. Hire too late, and the owner may be too overwhelmed to train, onboard, and set the new person up for success.  Stephanie and Bernadette discuss how to evaluate consistent demand, identify whether the owner is the real bottleneck, and use capacity planning to make a more grounded hiring decision. They also explore why lawyers need to define the role clearly before bringing someone in, including the tasks, expectations, soft skills, and success metrics that will shape the position.  If you are thinking about hiring because your firm feels chaotic, this episode will help you pause, look at the data, and make sure you are solving the right problem before adding another person to the payroll.  Listen to our previous episodes on Law Firm Hiring, Delegation & Building Better Teams.  #621: Stop Calling Them VAs: How to Build a High-Performing Remote Legal Team, with Raquel Gomes Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction00:17 – The Case for Closing the Firm for a Week01:30 – What Has to Be True Before You Can Unplug02:35 – Planning Ahead So Time Off Actually Works03:25 – Meet Bernadette Harris03:55 – The Real Hiring Problem: Wrong Timing04:20 – Financial Stress vs. Operational Chaos05:25 – How to Know When Your Firm Is Ready06:05 – Why Hiring Decisions Need Data06:40 – Capacity Planning for Law Firm Owners07:40 – Are People in the Right Seats?08:45 – Consistent Work vs. One Busy Month09:55 – The Referral Problem and Predictable Demand11:15 – When the Owner Becomes the Bottleneck12:25 – The Time Study Every Owner Needs13:05 – Stop Hiring for “Help”14:20 – Role Clarity and the Type of Person You Need15:45 – Soft Skills Matter More Than You Think16:40 – Why You May Need the Opposite of Yourself17:45 – Onboarding Is More Than Paperwork18:30 – Creating a 90-Day Training Plan20:25 – Why Expectations Need to Be Clear Up Front22:50 – Showing New Hires What Success Looks Like24:30 – What Really Makes a Firm Ready to Hire24:45 – Closing Thoughts 

AI is not just changing how lawyers work. It is changing how lawyers learn. In episode 624 of the Lawyerist Podcast, Zack Glaser talks with April Dawson, Associate Dean of Technology and Innovation and Professor of Law at North Carolina Central University School of Law, about what AI means for legal education, new lawyer training, and the future of law practice.  April explains why law schools can no longer rely on written work alone to measure whether students truly understand the material. As AI becomes embedded in legal writing, research, and drafting tools, new lawyers will need to prove their value in different ways, including verbal explanation, critical thinking, judgment, and the ability to use technology responsibly.  Together, they explore how AI may shrink traditional mentorship opportunities, why new lawyers need to become more self-directed learners, and how legal employers may increasingly expect graduates to arrive with real AI fluency. April also shares why small firm owners should rethink their workflows from beginning to end instead of layering AI on top of inefficient systems.  If you are wondering what the next generation of lawyers needs to know, this episode offers a practical look at how AI is reshaping legal education, law firm training, and the skills lawyers will need to stay valuable.  Listen to our previous episodes on AI Skills New Lawyers Need Now.  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler  Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction01:20 – What Claude for Legal Shows Lawyers About AI05:20 – Using AI Without Starting from Scratch09:20 – Meet April Dawson10:40 – Why Law School Can't Teach the Same Way12:05 – Why Writing Alone No Longer Proves Understanding13:20 – The Skills Clients Will Actually Measure16:05 – Why “Strong Writer” Is Now Table Stakes18:15 – What New Lawyers Lose When AI Does the First Draft19:25 – How New Lawyers Can Learn Faster with AI22:55 – Building Judgment Without 20 Years of Experience27:10 – Why AI May Help New Lawyers Start Firms Sooner28:35 – What Small Firms Should Rethink Before Adding AI31:50 – Why AI-Savvy Lawyers Will Stand Out34:15 – The Risk of Automating Broken Processes36:15 – Closing Thoughts 

Lawyers are trained to spot risk. But when it comes to AI, focusing only on risk may cause firms to miss the bigger opportunity. In episode 623 of the Lawyerist Podcast, Zack Glaser sits down with Bridget McCormack to talk about AI arbitration, legal innovation, and why the future of legal work may be less about replacement and more about reinvention.  Bridget reflects on her time as Chief Justice of the Michigan Supreme Court, including how the pandemic forced courts to adopt technology faster than anyone expected. She explains why that moment revealed both the limits of traditional legal systems and the potential for more accessible, user-friendly ways to resolve disputes.  Now leading the American Arbitration Association, Bridget shares how AAA is using AI to build tools for clause drafting, self-represented parties, resolution simulation, and even documents-only arbitration. The conversation explores what fairness looks like when AI is involved, why human oversight remains essential, and how legal professionals should think about accountability, bias, and trust.  If AI changes the routine parts of legal work, lawyers will need to rethink what clients actually need from them. This episode offers a practical and future-focused look at arbitration, legal technology, and the new kinds of judgment lawyers will need to bring to the table.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #612 – AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #607 – The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong Apple | Spotify | LTN  #619– What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587 – Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Links from the episode:  https://adr.org/  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  00:55 – Why Lawyers Should Test Their Own Intake Process03:35 – Meet Bridget McCormack04:25 – Leading Michigan Courts Through COVID05:20 – Why Remote Court Was Already on the Radar06:40 – Moving Trial Courts Online Fast08:45 – Why Legal Systems Are Slow to Change10:33 – From Chief Justice to CEO of AAA13:18 – How Alternative Dispute Resolution Is Evolving14:50 – AI Tools for Arbitration and Self-Represented Parties15:57 – Building AAA's AI Arbitrator17:36 – Resolution Simulation and Faster Settlements19:05 – What Is Left for Lawyers?21:19 – Fairness, Bias, and Human Oversight in AI Arbitration23:45 – Why Legal Disputes Need More Options24:41 – AI Agents and the Future of Legal Infrastructure26:26 – When AI Agents Negotiate Contracts28:30 – Closing Thoughts   

Google Search Console is serving up AI search impressions… and we're not impressed. But first, good ol' email marketing campaigns are more effective than you might think! ------ Email marketing is often pretty underrated, but, with the right finesse, it's a great way to stay in touch with your people and grow your business. Gyi And Conrad share email best practices and key business objectives to help you make good use of this inexpensive, but advantageous, marketing tool. Later, some data is better than no data right? Right? Or, is AI search sliding down the slippery slope to minimal marketing accountability? Zeroing in on today's first news item, the guys dig deep into the ways AI features track impression data, taking a particularly hard look at its imperfections. But, is there still hope? Gyi and Conrad share practical ways to analyze the data available to you to attempt to shine some light on the efficacy of your law firm marketing in AI search.    The News: Google's newest offering really wants to sound like it's giving some helpful AI search segmentation, but it's pretty embarrassingly basic. – Introducing Search Generative AI performance reports in Search Console Win a trip to the LHLM Super Summit!!! Learn how: The Lunch Hour Legal Marketing FIFA Pool || FIFA World Cup 2026 Contest Our good friends at Lawyerist are doing their annual Website Competition, and they've found that new AI-created sites are pretty substandard and—shocker—dealing with security issues. Don't forget!  Google is opting you in for call recordings on JULY 1 if you currently have that as ‘unselected'. Take appropriate action, folks.    Podcast Appearances:  Un-Billable Hour – Seat At The Table: Getting an “A+” in Client Satisfaction Lawyerist – AI for Law Firm Growth: Building Smarter Systems and Better Business Decisions, with Conrad Saam Championing Justice: A Personal Injury Podcast – PART 1: Why Legal SEO Isn't Dead, But Most Law Firm Marketing Is and PART 2: Why Legal SEO Isn't Dead, But Most Law Firm Marketing Is Answering Legal – Lunch Hour Except the Law? Conrad & Gyi on How Clients ACTUALLY Find Your Firm   Make Summer More Fun:  Come see us in Nashville 8/11-8/13 at the LHLM Super Summit!   Listen Next: What is AI Visibility, Anyway?   Connect: Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok r/LHLM  Subscribe to Lunch Hour Legal Marketing: https://play.megaphone.fm/boagdxq4tr2wawseaj104w Learn more about your ad choices. Visit megaphone.fm/adchoices

Most lawyers build their firms to serve clients, not to eventually leave them. But every law firm owner will exit someday, whether by choice, necessity, or life change.  In episode 622 of the Lawyerist Podcast, Zack Glaser talks with Tom Lenfestey, attorney, CPA, and founder of The Law Practice Exchange, about why exit planning should not be treated as something reserved for retirement. Tom explains why succession planning often feels like the end, while exit planning gives firm owners more control over their future, their value, and their next act.  They explore what makes a law firm transferable, why systems and data matter to buyers, and how lawyers can build firms that are worth more than just the owner's name. Tom also breaks down how the market for law firm sales is changing, from private capital to alternative business structures, and why modern buyers are looking closely at financials, intake, marketing, operations, and owner independence.  If you own a law firm, this conversation is a reminder that your firm can be more than a job you built for yourself. With the right planning, it can become an asset, a legacy, and a bridge to whatever comes next.  Links from the episode: https://thelawpracticeexchange.com/  https://a.co/d/05rY2bUe  Listen to our previous episodes on Law Firm Exits & Succession.  #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN  #517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze Apple | Spotify | LTN  #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | LTN  #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  01:00 – Why Succession Planning Feels Like the End  02:15 – Identity, Second Acts & Life After Practice  05:00 – Meet Tom Lenfestey  06:35 – Does a Law Firm Have Value Beyond the Owner?  07:45 – Why Tom Started The Law Practice Exchange  10:45 – Creating a Marketplace for Law Firm Sales  12:55 – When to Start Planning Your Exit  13:55 – Why Exit Planning Belongs in Your Strategic Plan  15:45 – Why Time Is Your Biggest Advantage  16:05 – Building a Firm with Exit in Mind  17:30 – Why The Exit Blueprint Matters Now  20:40 – What Law Firm Owners Need to Know Before Selling  22:45 – Private Capital, ABS & New Buyer Models  25:20 – What Sophisticated Buyers Want to See  27:15 – Why Data and Systems Create Transferable Value  29:00 – When Succession Planning Goes Wrong  31:20 – Why Internal Successors May Not Be Buyers  33:00 – Exit Strategy vs. Retirement Planning  36:50 – Keeping Your Options Open After Exit  38:50 – Where to Find The Exit Blueprint 

Google Search Console is serving up AI search impressions… and we're not impressed. But first, good ol' email marketing campaigns are more effective than you might think! ------ Email marketing is often pretty underrated, but, with the right finesse, it's a great way to stay in touch with your people and grow your business. Gyi And Conrad share email best practices and key business objectives to help you make good use of this inexpensive, but advantageous, marketing tool. Later, some data is better than no data right? Right? Or, is AI search sliding down the slippery slope to minimal marketing accountability? Zeroing in on today's first news item, the guys dig deep into the ways AI features track impression data, taking a particularly hard look at its imperfections. But, is there still hope? Gyi and Conrad share practical ways to analyze the data available to you to attempt to shine some light on the efficacy of your law firm marketing in AI search.    The News: Google's newest offering really wants to sound like it's giving some helpful AI search segmentation, but it's pretty embarrassingly basic. – Introducing Search Generative AI performance reports in Search Console Win a trip to the LHLM Super Summit!!! Learn how: The Lunch Hour Legal Marketing FIFA Pool || FIFA World Cup 2026 Contest Our good friends at Lawyerist are doing their annual Website Competition, and they've found that new AI-created sites are pretty substandard and—shocker—dealing with security issues. Don't forget!  Google is opting you in for call recordings on JULY 1 if you currently have that as ‘unselected'. Take appropriate action, folks.    Podcast Appearances:  Un-Billable Hour – Seat At The Table: Getting an “A+” in Client Satisfaction Lawyerist – AI for Law Firm Growth: Building Smarter Systems and Better Business Decisions, with Conrad Saam Championing Justice: A Personal Injury Podcast – PART 1: Why Legal SEO Isn't Dead, But Most Law Firm Marketing Is and PART 2: Why Legal SEO Isn't Dead, But Most Law Firm Marketing Is Answering Legal – Lunch Hour Except the Law? Conrad & Gyi on How Clients ACTUALLY Find Your Firm   Make Summer More Fun:  Come see us in Nashville 8/11-8/13 at the LHLM Super Summit!   Listen Next: What is AI Visibility, Anyway?   Connect: Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok r/LHLM 

Hiring offshore staff can transform a law firm, but only if it's done intentionally.   In this episode, Zack Glaser sits down with Raquel Gomes, co-founder and CEO of Stafi, to discuss the most common mistakes law firms make when hiring remote offshore team members. Drawing on her background in psychology and experience supporting hundreds of law firms, Raquel explains why the term "virtual assistant" may be holding firms back and how successful firms build engaged, high-performing remote teams.  Zack and Raquel explore the importance of defining roles before hiring, creating effective vetting processes, building structured onboarding systems, integrating remote staff into firm culture, and continuing to invest in team members after they are hired. They also discuss how law firm owners can move from working in the business to leading the business by building teams they trust.  Listen to our previous episodes on hiring, delegation, leadership, and building stronger law firm teams:  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN    Links from the episode:   https://getstafi.com    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 Introduction  01:26 Why "VA" Is the Wrong Mindset  04:21 Mistake #1: Hiring Reactively Instead of Strategically  06:02 Mistake #2: Weak Vetting and Screening  09:29 How Stafi Evaluates Candidates  11:41 Mistake #3: Poor Onboarding Processes  13:19 Creating SOPs Through Training  15:20 Mistake #4: Failing to Integrate Remote Staff  18:51 Investing in Team Culture and Communication  20:39 Mistake #5: Giving Up Too Soon  22:58 What Makes Stafi Different  24:45 Immigration Case Outsourcing Explained  26:34 The Benefits of Getting Offshore Hiring Right  27:28 Where to Learn More About Stafi 

Claude for Legal is not just something lawyers can install and use out of the box. It is a starting point for building smarter, more intentional law firm workflows.  In this follow-up to last week's conversation, Zack Glaser continues his discussion with Sam Harden about Claude for Legal, AI skills, and what law firms need to understand before adding automation into their work. Sam explains why lawyers should not treat Claude's legal plugin as a finished product, but as a framework they can customize around their own processes, practice areas, and firm strategy.  They discuss how lawyers can modify AI skills, share them across a team, avoid creating more silos, and think through workflows before automating them. From demand letters to deposition summaries to safe experimentation, this episode explores how AI can help lawyers reduce repetitive work while preserving the judgment, expertise, and “secret sauce” that make their firms valuable.  Listen to our previous episodes on Artificial intelligence, law firm workflows, and the future of legal practice:  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587: Future Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN    Links from the episode:  Posh.com/lawyerist  https://samharden.substack.com/    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00: Introduction00:20: Why “Ready” Can Be Fear in Disguise05:14: Sponsor Conversation with Posh13:16: What Claude for Legal Actually Is15:04: Claude for Legal 2.017:28: The Risk of Non Lawyers Using Legal AI20:09: What This Means for Attorneys21:17: The Plugin Is Not the Plan23:22: Customizing Claude for Your Practice   27:20: Sharing AI Skills Across a Firm29:03: Why Law Firms Need an AI Strategy31:19: Map Workflows Before Automating  33:05: Connecting AI to Your Firm's Data39:13: How Far Can Law Firm AI Go?42:54: Practicing at the Top of Your License43:31: Safe AI Experimentation for Lawyers  47:44: Where to Find Sam Harden     

Claude is not just another AI tool lawyers can chat with. It may be a preview of where legal work is heading. In episode 619 of the Lawyerist Podcast, Zack Glaser talks with Sam Harden about Claude, Claude for legal, and the growing role of AI in law firm workflows.  Sam breaks down how Claude can work with documents, folders, PDFs, Word files, and connected legal tools in ways that go far beyond simple prompting. They discuss the difference between Claude Chat, Claude Cowork, connectors, and skills, and why those distinctions matter for lawyers trying to understand what AI can actually do.  They also explore why law firms should not rush into automation without first building better systems. From deposition summaries to document creation to legal research support, this episode explains how AI can become more useful when it is guided by strong processes, clear instructions, and thoughtful implementation.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey  Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  00:34 – Why Claude for Legal Matters  01:28 – Live Crabs and Work from Home Chaos  07:04 – Setting Up the Conversation  07:29 – Meet Sam Harden  08:04 – What Lawyers Should Watch with Claude  10:14 – What Claude Actually Is  11:16 – How AI Moved Beyond Chat  12:07 – From Claude Code to Claude Cowork  13:22 – How Claude Works with Documents  15:20 – Why Claude Cowork Is a Big Shift  15:45 – Creating Documents and Presentations  16:52 – Claude Chat vs. Cowork vs. Code  18:12 – Legal Plugins and Connectors  19:30 – Reducing Context Switching with AI  20:49 – Connecting Claude to Legal Tools  22:24 – What Legal Connectors Can Do  24:47 – MCP, Tools, and Connector Limits  26:37 – What Claude Skills Are  28:44 – Why SOPs Come Before AI Skills  29:43 – Using Skills for Legal Documents  30:35 – AI Skills for Deposition Summaries  31:14 – Combining Connectors and Skills  32:15 – Teaching Claude Like a Team Member  33:11 – Choosing the Right Skill  34:00 – How Bad Instructions Create AI Risk  35:49 – Building Better Skills and Plugins  37:13 – What Comes Next for Claude for Legal 

Wrongful convictions and AI privacy may seem like separate issues, but both raise the same uncomfortable question: what happens when the legal system relies on old assumptions in a changing world? In episode 618 of the Lawyerist Podcast, Zack Glaser talks with Sunny Eaton about conviction review work, evolving science, and why lawyers should not be so quick to surrender privacy expectations in the age of AI.  Sunny shares how her work in the Nashville District Attorney's Office focuses on reviewing old convictions, identifying new evidence, and helping correct cases where the system may have gotten it wrong. She explains why changing science, including advances in DNA, trauma research, and bias studies, can matter deeply when reviewing criminal convictions.  The conversation then turns to AI, attorney client privilege, client data, and the growing role of data brokers. Zack and Sunny explore whether information shared with AI tools should automatically lose privacy protection, and why lawyers may need to make stronger arguments before courts accept that assumption.  If you are concerned about AI in law firms, client confidentiality, or the future of privacy rights, this episode challenges lawyers to think harder about what should remain private and why it is our job to make the government work for it.   Listen to our previous episodes on AI, Privacy & Legal Ethics.  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g Chapters / Timestamps:  00:00 Introduction  01:25 Pruning Your Practice  04:15 When Loyalty Gets in the Way  06:25 Meet Sunny Eaton  08:45 Conviction Review Units  09:50 Reviewing Old Cases  11:25 Building Trust  12:40 What Cases Qualify  14:35 Changing Science  16:00 DNA, Trauma, and Bias  18:05 Case by Case Review  19:25 Bad Science and Old Convictions  20:40 AI and Privacy  22:00 Lawyers, Therapists, and Privacy  23:20 Giving Up Too Quickly on AI Privacy  25:30 Reasonable Expectations of Privacy  26:15 Client Data and AI Risk  29:15 What Email Teaches Us  31:00 Attorney Client Privilege and AI  33:20 Personal vs. Workplace AI Use  34:00 Old Rules, New Technology  35:45 Make the Government Work for It  Learn more about your ad choices. Visit megaphone.fm/adchoices

Wrongful convictions and AI privacy may seem like separate issues, but both raise the same uncomfortable question: what happens when the legal system relies on old assumptions in a changing world? In episode 618 of the Lawyerist Podcast, Zack Glaser talks with Sunny Eaton about conviction review work, evolving science, and why lawyers should not be so quick to surrender privacy expectations in the age of AI.  Sunny shares how her work in the Nashville District Attorney's Office focuses on reviewing old convictions, identifying new evidence, and helping correct cases where the system may have gotten it wrong. She explains why changing science, including advances in DNA, trauma research, and bias studies, can matter deeply when reviewing criminal convictions.  The conversation then turns to AI, attorney client privilege, client data, and the growing role of data brokers. Zack and Sunny explore whether information shared with AI tools should automatically lose privacy protection, and why lawyers may need to make stronger arguments before courts accept that assumption.  If you are concerned about AI in law firms, client confidentiality, or the future of privacy rights, this episode challenges lawyers to think harder about what should remain private and why it is our job to make the government work for it.   Listen to our previous episodes on AI, Privacy & Legal Ethics.  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 Introduction  01:25 Pruning Your Practice  04:15 When Loyalty Gets in the Way  06:25 Meet Sunny Eaton  08:45 Conviction Review Units  09:50 Reviewing Old Cases  11:25 Building Trust  12:40 What Cases Qualify  14:35 Changing Science  16:00 DNA, Trauma, and Bias  18:05 Case by Case Review  19:25 Bad Science and Old Convictions  20:40 AI and Privacy  22:00 Lawyers, Therapists, and Privacy  23:20 Giving Up Too Quickly on AI Privacy  25:30 Reasonable Expectations of Privacy  26:15 Client Data and AI Risk  29:15 What Email Teaches Us  31:00 Attorney Client Privilege and AI  33:20 Personal vs. Workplace AI Use  34:00 Old Rules, New Technology  35:45 Make the Government Work for It 

AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm.  Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day.  The conversation also explores leadership under pressure through Conrad's volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions.  If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next.  Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth.  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN   #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g   Chapters / Timestamps:  00:00 – Introduction  00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don't Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm.  Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day.  The conversation also explores leadership under pressure through Conrad's volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions.  If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next.  Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth.  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN   #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 – Introduction  00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don't Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts 

What happens when the best lawyer in the office becomes the boss? In episode 615 of the Lawyerist Podcast, Zack Glaser sits down with Debbie Foster and Stephanie Everett to talk about the leadership gap inside most law firms and why technical skill does not automatically translate into great leadership.  They explore why so many firms rely on “figure it out as you go” leadership, how that creates burnout and frustration, and why so many leaders end up becoming the bottleneck in their own business.  Debbie and Stephanie introduce their four leadership cornerstones and explain how law firm leaders can shift from solving every problem themselves to creating teams, systems, and workflows that work without constant intervention.  If you are tired of putting out fires all day, this episode is your reminder that leadership should feel more strategic and a lot less exhausting.  Listen to our previous episodes on Law Firm Leadership & Building Better Teams.  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN  #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN  Links from the episode:  https://beanextlevelleader.com/  Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g   Chapters / Timestamps:  00:00 – Introduction  00:30 – Using AI as a Thought Partner  02:00 – Better Prompts, Better Leadership Decisions  05:30 – Meet Debbie Foster and Stephanie Everett  06:40 – What Are Next Level Leaders?  08:15 – Why Most Law Firms Don't Train Leaders  10:05 – Learning Leadership the Hard Way  12:10 – The Four Cornerstones of Leadership  17:20 – From Heroics to Architecture  18:45 – Why Leaders Become the Bottleneck  20:10 – From Problem Solver to Multiplier  21:30 – Building Sustainable Leadership Systems  23:00 – Who This Program Is For  25:30 – The Book, Workbook, and Leadership Cohorts  28:00 – Leadership Is a Skill, Not a Title  29:00 – Closing Thoughts    Learn more about your ad choices. Visit megaphone.fm/adchoices

Many lawyers know they need to delegate. Far fewer actually do it in a way that leads to real growth. In episode 616 of the Lawyerist Podcast, Chad Fox sits down with Ellen Williamson to explore what it looks like to build a law firm that doesn't rely on you for every decision.  Ellen breaks down the mindset shift from being the person who does the work to the person who leads it. She shares how she moved from handling every task herself to creating systems, training her team, and trusting others to take ownership of client work.  The conversation also explores why delegation can feel inefficient in the short term, how to think about the long-term payoff, and what it takes to build a team that can think, not just execute.  If you want to scale your firm without burning out or becoming the constant bottleneck, this episode offers a clearer way to approach delegation, leadership, and sustainable growth.  Listen to our previous episodes on Law Firm Growth, Delegation & Leadership.  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN  #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters / Timestamps:  00:00 – Introduction  04:20 – Meet Ellen Williamson  05:30 – You Might Be the Bottleneck  07:00 – Why Doing Everything Feels Easier  09:00 – The Hidden Cost of “I'll Just Do It”  11:10 – Why Delegation Feels Inefficient  13:00 – Sticking With It Long Enough to Scale  15:00 – How to Train People to Think Like You  17:20 – Turning One Task Into a Repeatable System  19:10 – The $500 vs. $50 Task Shift  21:00 – Using Video to Transfer Knowledge  23:00 – When Your Team Starts Thinking for You  25:00 – Structuring Time to Avoid Constant Interruptions  27:00 – Rethinking Billing and Incentives  29:00 – Letting Go of Control (For Real)  31:00 – Becoming the CEO of Your Firm  33:00 – What Growth Actually Looks Like  35:00 – Closing Thoughts 

In this episode Jeff tears apart the latest assassination attempt against Donald Trump and the staggering security failures that allowed it to happen. From an armed suspect getting dangerously close to the president to the laughable claims that the system “worked” Jeff explains why this was a complete disgrace and why the response afterward was even worse. Jeff then breaks down the war with Iran and how what started with clear objectives quickly unraveled. Bad advice, unrealistic expectations and a fundamental misunderstanding of the enemy have led to a situation where Iran is now dictating terms. Trump's focus on markets and public perception over actual victory has turned a position of strength into an avoidable mess. The bigger problem is what this moment represents. Jeff argues this was likely the last real chance to cripple the world's leading terror regime and instead the United States blinked. The result is a stronger more emboldened enemy and a future that looks far more dangerous than it needed to be. Receive new episodes directly in your inbox: https://beyondthelegallimit.com/subscribe

Access to justice is not just a gap. It is a scale problem. In episode 613 of the Lawyerist Podcast, Zack Glaser talks with Zach Zarnow, Executive Director of Scale Justice, about what it really takes to reach more people without relying on more lawyers.  Zach explains why traditional approaches like pro bono work, while valuable, are not enough to meet the overwhelming demand for legal help. Instead, Scale Justice focuses on building systems, tools, and partnerships that expand the reach of legal services through technology and collaboration.  They explore how courts, legal aid organizations, and community groups can work together to meet people earlier in their legal journeys, why designing for real user needs matters more than ever, and how thoughtful use of technology can increase impact without sacrificing quality.  If you are thinking about how to serve more clients, build more efficient systems, or rethink the role of your firm in a larger ecosystem, this episode offers a broader and more scalable way to approach legal services.  Listen to our previous episodes on Access to Justice, Technology & Scaling Legal Help.  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #607: The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong Apple | Spotify | LTN  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  Links from the episode:  www.scalejustice.org  Check out the episode on YouTube: https://youtu.be/4A3J-UjAdjQ    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction  04:40 – Meet Zach Zarnow  06:20 – The Access to Justice Problem  07:50 – Why More Lawyers Isn't the Answer  09:15 – Building Systems That Actually Scale  11:10 – Partnering Instead of Selling  12:30 – What It Means to Be Mission-Driven  14:00 – Where the Courts Fit In  15:30 – Solving Legal Problems Before They Escalate  17:00 – Catching Legal Issues Early  18:20 – Technology as a Force Multiplier  19:10 – The Risks of DIY Legal AI  21:05 – Who Should (and Shouldn't) Use These Tools  22:45 – Why Most Legal Tech Should Be Treated as an Experiment  23:50 – What the Future Could Look Like  25:00 – Ways Lawyers Can Contribute  26:30 – Closing Thoughts 

AI is not just another tool. It is changing how clients think, act, and make decisions. In episode 612 of the Lawyerist Podcast, Stephanie Everett talks with Cat Casey about what lawyers need to understand before AI creates problems they cannot fix.  As more clients turn to tools like ChatGPT, lawyers are facing new challenges around trust, accuracy, and confidentiality. Cat explains why even lawyers who choose not to use AI still need to understand it, and how failing to do so can create real risks for both lawyers and their clients.  They share practical ways to approach AI with the right mindset, including how to think about its limitations, how to use it as a thinking partner instead of a replacement, and how to guide clients who may not understand the consequences of using it.  If you want to stay ahead of where the legal profession is heading, this episode offers a clear and actionable place to start.  Listen to our previous episodes on Using AI in Law Practice.  #601 – Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #580 – Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #550 – Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Links from the episode:   https://thetechnocat.com/about  Check out the episode on YouTube: https://youtu.be/PQwAxiNjbhY   Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction  02:10 – A New Way of Working with AI  05:00 – From Task Execution to Orchestration  07:45 – Meet Cat Casey 09:30 – The Shift Happening Right Now in Law 11:15 – The Rise of AI in Client Behavior 13:45 – Understanding AI Without Getting Technical 16:35 – Why AI Is Not a Research Tool Replacement 18:50 – The Role of Judgment in an AI World 20:10 – AI as a Collaborative Tool 22:10 – Why Iteration Is Part of the Process 23:25 – When AI Creates Legal Risk 25:55 – Confidentiality and Privilege in Practice 27:10 – The Reality of Discoverability 28:20 – Lessons from Past Tech Shifts 29:30 – Where Lawyers Should Start 

Most law firms don't have a tech problem. They have a decision-making problem.  In episode 611 of the Lawyerist Podcast, Zack Glaser talks with Scott Clasen about how to evaluate legal technology in a world where AI is changing everything and somehow making it more confusing at the same time.  Too many firms are stuck buying more tools, chasing new features, and hoping the next platform will finally fix their workflow. Scott challenges that approach by shifting the focus away from software and back to systems, asking a more important question: what problem are you actually trying to solve?  They explore the rise of AI-powered SaaS, the appeal of building your own tools, and why “AI-enabled” doesn't always mean “useful.” The conversation also breaks down how to evaluate legal tech vendors, what contextual AI actually means, and how to think about long-term investments when the landscape keeps shifting every six months.  If your tech stack feels bloated, expensive, or underwhelming, this episode offers a smarter way to make decisions that actually move your firm forward.  Listen to our previous episodes on Legal Tech, AI, and Smarter Law Firm Systems.  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction02:00 – Lawyers Lab Updates03:55 – Meet Scott Clasen05:30 – SaaS Is Dead… Or Not06:45 – Building vs Buying Legal Tech08:30 – Paying for Tools You Don't Use09:20 – AI Isn't Always the Answer10:45 – Context Is What Makes AI Useful13:20 – AI That Works Like a Team Member15:10 – Making Smart Tech Investments16:30 – Start with the Problem, Not the Tool18:30 – Fixing Broken Workflows  20:10 – When AI Does More Than Your Software21:50 – Custom Software Is Back23:15 – Where Your Data Should Live25:40 – The Build vs Buy Decision27:50 – Is This a Tech Revolution?30:10 – What Will Survive in Legal Tech32:00 – Where AI Is Heading33:30 – Closing Thoughts 

In this director's cut of The Newfangled Lawyer Podcast's crossover with The Lawyerist Podcast, joint host Patrick Patino and guest Zack Glaser as they cover serious ground as they discuss the future of the legal profession.About ZackZack is the Legal Tech Advisor at Lawyerist where he helps lawyers and legal professionals navigate the ever-evolving landscape of legal technology. A trusted coach, podcast host, and writer, Zack creates practical, insightful content on software, products, and legal tech trends.Known for his problem-solving mindset, Zack works closely with both clients and internal teams to identify the right tools and strategies for modern law practices. He also develops product reviews and educational resources designed to help lawyers make smarter technology decisions and better serve their clients.https://www.linkedin.com/in/zackglaser/https://lawyerist.com/about/zack-glaser/

In episode 610 of the Lawyerist Podcast, Zack Glaser sits down with Karin Conroy to unpack why so many law firm websites fail to convert and why AI is making the problem worse.  Karin explains why copycat marketing has always been ineffective, and how the rise of AI generated content is accelerating a wave of sameness across legal websites. As tools make it easier than ever to produce content quickly, the firms that stand out are not the ones moving faster, they are the ones thinking more strategically about differentiation, trust, and positioning.  The conversation explores what actually matters on a modern law firm website, from messaging that resonates in seconds to branding that signals credibility to both humans and algorithms. Zack and Karin also break down where AI fits into a smart marketing strategy and where it quietly undermines it.  If your website looks good but is not bringing in clients, this episode will help you rethink what “working” really means.  Listen to our previous episodes on law firm marketing with Karin Conroy:    #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI-driven Law Firm Marketing, with Creative Conroy Apple | Spotify | LTN   #559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) Apple | Spotify | LTN    #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN  Links from the episode:  https://www.conroycreativecounsel.com/lawyerist/ Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction  02:00 – Meet Karin Conroy  03:45 – The Problem with Copycat Websites  06:00 – Why “Inspiration” Turns Into Sameness  08:30 – AI Slop Before AI  10:30 – If You Look the Same, You Compete on Price  12:30 – What Your Website Should Actually Do  14:30 – The 3 Second Rule  16:00 – Messaging That Makes Clients Feel Understood  18:30 – Stock Photos and Fake AI Images  21:00 – Using AI Without Killing Your Brand  24:00 – Why Most Bio Pages Fail  27:00 – What Clients Actually Care About  29:30 – Trust Signals That Matter  32:00 – Content Is Cheap, Expertise Is Not  35:00 – How to Stand Out in a Sea of Sameness  38:00 – The Only Shortcut That Works  41:00 – Closing Thoughts   

AI is more than just another tool for lawyers. It may fundamentally change how law firms make money. In episode #607 of the Lawyerist Podcast, Stephanie Everett talks with legal industry analyst Jordan Furlong about the shifting economics of law practice and what happens as AI begins doing work lawyers once billed for.  Jordan explains why the traditional law firm model built on billable hours and human effort is starting to break down as legal workflows become automated. Together, they explore how AI may shift lawyers away from producing legal work and toward supervising systems, validating outcomes, and delivering the one thing machines cannot easily replicate: judgment under uncertainty.  The future of law practice may depend less on expertise and more on qualities machines struggle to replicate such as judgment, character, and the ability to guide clients through uncertainty. The conversation also explores why hourly billing may no longer make sense in an AI-driven world, how firms can rethink pricing around outcomes and client experience, and why smaller firms may adapt more quickly.  If the billable hour fades and AI begins handling the routine “widgets” of legal work, the real question becomes what a lawyer's value is now, and how firms should prepare for what comes next.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #601 – Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN  #587 – Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN  #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   Links from the episode:  https://jordanfurlong.substack.com.    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g Chapters / Timestamps:   00:00 – Introduction  01:45 – Why Everyone Is Talking About AI in Law  04:20 – Meet Jordan Furlong  06:40 – The Real Disruption AI Brings to Law Firms  09:30 – The Economics Behind the Billable Hour  12:50 – What Happens When Software Does the Work  16:05 – The Shift from Expertise to Judgment  19:20 – What Lawyers Still Do Better Than AI  22:40 – Client Value in an AI-Driven Profession  26:00 – Why Smaller Firms May Have an Advantage  29:10 – What This Means for New Lawyers  32:45 – Preparing for the Next Version of Law Practice  36:10 – Closing Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

Most law firms are designed for lawyers, not clients. And clients feel it. In episode 609 of the Lawyerist Podcast, Stephanie Everett sits down with Laura Hartnett to explore how design thinking can transform the way legal services are delivered.  Laura breaks down why clients often feel confused, anxious, or left in the dark, even when lawyers are doing excellent work. She shares how small changes, like rethinking communication, mapping the client journey, and understanding what happens after you deliver advice, can dramatically improve both client satisfaction and firm efficiency.  Together, they share practical ways to rethink your processes, clarify your communication, and deliver work clients can actually understand and use. If you want to build a law firm that feels clearer, more human, and easier to work with, this episode offers a smarter approach to designing your practice.  Listen to our previous episodes on Client Experience & Designing Better Legal Services.  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN  #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN    Links from the episode:  https://laurahartnett.com/  https://lawyerist.com/turn-ai-into-your-small-firms-advantage/    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction  04:20 – Meet Laura Hartnett  05:00 – What “Design Thinking” Actually Means  06:05 – Why Client Experience Starts with Emotion  07:45 – Stop Inheriting Your Law Firm  08:40 – Where to Start: Understanding Your Client  10:20 – Mapping the Client Journey  12:15 – The Hidden Friction in Law Firm Processes  14:30 – Why Clients Don't Understand Your Work  16:25 – Designing Deliverables Clients Can Use  18:20 – Lessons from Other Industries  19:05 – AI, Client Expectations & New Behaviors  21:40 – Teaching Clients When to Call You  23:00 – Redesigning Legal Services for the Future  25:00 – Staying Curious About AI & Change  27:00 – Closing Thoughts 

In episode 608 of the Lawyerist Podcast, Stephanie Everett talks with former Big Law business development professional Megan Senese about the human side of legal marketing and why the most effective client development strategies often look less like selling and more like genuine connection.  For many lawyers, business development feels awkward, performative, and disconnected from the real work of practicing law. Megan challenges that assumption by showing how meaningful relationships, not sales tactics, are what actually drive sustainable growth.  They explore why traditional networking advice fails so many lawyers, how small thoughtful gestures can build stronger professional relationships, and why authenticity matters more than ever in a crowded legal marketplace. Megan also shares practical ideas for nurturing relationships, staying top of mind without being transactional, and approaching business development in a way that feels natural rather than forced.  If the idea of “doing marketing” makes you cringe, this episode offers a more sustainable approach to building relationships, trust, and ultimately a thriving legal practice.  Listen to our previous episodes on Law Firm Marketing & Differentiation.  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  #549: A Journey into Video Marketing, with Temi Siyanbade Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis Apple | Spotify | LTN   Links from the episode: https://stage.guide     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:  00:00 – Introduction  02:05 – Why Thoughtful Gestures Strengthen Professional Relationships  05:10 – Meet Megan Senese  06:25 – Why Business Development Feels So Hard for Lawyers  07:10 – How to Make Networking Feel Natural  09:20 – Why Copying Other Firms' Marketing Doesn't Work  10:15 – Turning Personal Interests into Business Development  12:30 – Simple Ways to Nurture Professional Relationships  14:00 – Staying Top of Mind Without Being Salesy  15:10 – How Long It Actually Takes to Build Client Relationships  16:05 – How to Ask for Business Without Feeling Awkward  18:05 – Why Listening Creates Better Pitch Opportunities  20:00 – Staying Curious About New Tools and Technology  23:00 – Closing Thoughts 

AI is more than just another tool for lawyers. It may fundamentally change how law firms make money. In episode #607 of the Lawyerist Podcast, Stephanie Everett talks with legal industry analyst Jordan Furlong about the shifting economics of law practice and what happens as AI begins doing work lawyers once billed for.  Jordan explains why the traditional law firm model built on billable hours and human effort is starting to break down as legal workflows become automated. Together, they explore how AI may shift lawyers away from producing legal work and toward supervising systems, validating outcomes, and delivering the one thing machines cannot easily replicate: judgment under uncertainty.  The future of law practice may depend less on expertise and more on qualities machines struggle to replicate such as judgment, character, and the ability to guide clients through uncertainty. The conversation also explores why hourly billing may no longer make sense in an AI-driven world, how firms can rethink pricing around outcomes and client experience, and why smaller firms may adapt more quickly.  If the billable hour fades and AI begins handling the routine “widgets” of legal work, the real question becomes what a lawyer's value is now, and how firms should prepare for what comes next.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #601 – Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN  #587 – Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN  #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   Links from the episode:  https://jordanfurlong.substack.com.    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  01:45 – Why Everyone Is Talking About AI in Law  04:20 – Meet Jordan Furlong  06:40 – The Real Disruption AI Brings to Law Firms  09:30 – The Economics Behind the Billable Hour  12:50 – What Happens When Software Does the Work  16:05 – The Shift from Expertise to Judgment  19:20 – What Lawyers Still Do Better Than AI  22:40 – Client Value in an AI-Driven Profession  26:00 – Why Smaller Firms May Have an Advantage  29:10 – What This Means for New Lawyers  32:45 – Preparing for the Next Version of Law Practice  36:10 – Closing Thoughts 

Standing out in a crowded legal market requires more than competence. It requires intentional client experience. In episode 606 of the Lawyerist Podcast, Zack Glaser talks with Patrick Patino about redefining professionalism and building a law firm people actually want to work with.  Patrick shares how he walked away from a successful bankruptcy practice to experiment with a more human-centered model focused on connection, accessibility, and community. They examine why most firms look and feel the same, how experience shapes client loyalty, and why fear-based marketing quietly undermines trust.  If you are questioning the traditional law firm playbook, this episode offers concrete ways to attract better clients, clarify your positioning, and design a firm that fits both your values and your market.  Links from the episode: https://podcasts.apple.com/us/podcast/the-newfangled-lawyer/id1699645225 Listen to our previous episodes on Client Experience & Law Firm Differentiation.  #603 – Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #600 – Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #559 – The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites, with Conroy Creative Counsel Apple | Spotify | LTN Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  01:15 – Discipline Is Boring Until Results Show Up  07:05 – Meet Patrick Patino  09:30 – Rethinking Professionalism  11:15 – High Five Legal and the Bankruptcy Experiment  13:30 – Fear Based Marketing vs. Levity  16:10 – Meeting Clients Where They Are  18:45 – Community Over Sales Pitches  20:50 – The Copycat Law Firm Problem  23:30 – Experience Is the Differentiator  26:05 – The Crumbl Cookie Model of Law  28:40 – Scaling Culture with the Pod Model  31:15 – Talking With Clients, Not At Them  34:00 – Collaboration Over Control  36:20 – Define Your Ideal Client for Real  38:45 – Solo and Small Firm Advantage  41:20 – What It Means to Be Newfangled 

In this podcast, Jeff discusses the attack on the Iranian terror regime by the U.S. and Israel — and the impact on the Middle East and the world. Will loud MAGA voices continue to do all they can to stop the fall of the mullahs of Iran? Or will they put aside their anti-semitism for the sake of America and the free world?

In episode 604 of Lawyerist Podcast, Stephanie Everett sits down with Andy Hays to explore the shift from solo practitioner to true business owner. After nearly two decades of firm ownership, Andy shares why he recently rebranded to remove his personal name from the firm, a strategic move designed to reduce dependency on him and strengthen the firm's future.  They discuss delegation, hiring before you feel fully ready, automating repetitive processes, and setting clear expectations for team performance. The conversation also dives into accountability, leadership growth, and how small operational improvements compound over time.  If you are ready to move beyond founder dependence and build a firm designed for scalability, resilience, and long-term value, this episode offers practical frameworks and real-world insight to help you get there.  Listen to our previous episodes on Scaling & Building a Sellable Firm.  #306: Getting to Know & Love Your Numbers, with Bernadette Harris Apple | Spotify | LTN  #583: From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #588: Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  03:50 – Standards, KPIs & Hard Conversations  07:30 – Meet Andy  08:45 – Lessons from 18 Years in Practice  10:15 – Removing Your Name from the Firm  12:45 – Building a Firm You Can Sell  15:30 – Automation & Low Hanging Fruit  17:00 – Accountability & Team Meetings  19:25 – The “I'll Just Do It Myself” Trap  21:15 – Hiring Strategically  23:30 – Expanding the Physical Office  25:40 – Closing Thoughts   

Lawyers have always relied on tools—but AI is different. It doesn't just assist with tasks; it makes decisions, applies judgment, and shapes outcomes. In episode #602 of the Lawyerist Podcast, Stephanie Everett talks with Damien Riehl about what ethical responsibility looks like when AI starts doing legal work on its own.  Their conversation examines how AI systems embed values, why verification matters more than transparency, and how lawyers can responsibly use tools they don't fully understand. They also explore what legal expertise looks like in an AI-powered future—and why intuition, trust, and integrity may matter more than ever as machines take over the “widgets” of legal work.  Listen to our other episodes on Ethics and Responsibility in AI.  EP. 582 Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  EP. 543 What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  05:55 – Meet Damien Riehl  08:10 – Why AI Is a Different Kind of Legal Tool  11:05 – When AI Starts Doing Legal Work  14:30 – Ethics, Values, and AI Judgment  18:45 – Foundation Models vs. Legal-Specific AI  21:15 – The “Duck Test” and Trusting AI Output  24:45 – Trust but Verify: Reviewing AI Work  28:40 – What Lawyers Are Underestimating About AI  31:10 – What Still Requires Human Judgment  34:30 – Intuition, Trust, and Integrity in Law  37:40 – What This Means for Billing and the Future  40:40 – Closing Thoughts   

Starting a law firm doesn't automatically make you a business owner—designing one does. In episode #600 of the Lawyerist Podcast, Stephanie Everett and Zack Glaser kick off a four-part series on how to design a law firm intentionally, rather than defaulting into a business you didn't mean to build.  They unpack the biggest myths lawyers believe when starting a firm, why being a good lawyer isn't enough to create a sustainable business, and how relying on personal heroics instead of structure quietly traps firm owners over time. Stephanie breaks down the three constraints that cause most firms to struggle, the three distinct paths law firms can take, and the key questions lawyers should ask early to align their business model with the life and career they actually want.  Listen to our other episodes on Law Firm Strategy & Business Design.  #583 – From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #570 – Uncover Your Firm's Journey with the New Small Firm Scorecard™, with Stephanie Everett Apple | Spotify | LTN  #568 – How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.  Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g Chapters / Timestamps:   00:00 – Introduction  01:15 – Why This Isn't About “Starting” a Law Firm  03:45 – The Biggest Myth Lawyers Believe About Firm Ownership  06:50 – Heroics vs. Structure  10:30 – The Three Constraints That Trap Law Firm Owners  12:45 – Every Firm Is Choosing a Business Model (Whether You Realize It or Not)  14:30 – The Three Paths Law Firms Take  18:55 – When Your Goals and Design Don't Match  20:55 – How Clients Actually Buy Legal Services  23:30 – What Breaks If Demand Doubles  25:00 – Clarity Beats Certainty  29:15 – What to Do in the First 30 Days  33:40 – Where to Go Next  Learn more about your ad choices. Visit megaphone.fm/adchoices

Lawyers are understandably cautious about AI—but the real risk may be using it the wrong way. In episode 601 of the Lawyerist Podcast, Zack Glaser sits down with Matt Spiegel of Lawmatics to explore how agentic AI is changing the way law firms handle intake and evaluate potential clients.  Matt breaks down why surface-level AI tools fall short, how agentic AI can make informed recommendations instead of opaque scores, and what it takes to build trust in automated decision-making. They also discuss how better intake systems can reduce wasted time, improve lead quality, and support more intentional firm growth.  Listen to our other episodes on Artificial Intelligence in Legal Practice.  #497: Real Talk About Artificial Intelligence in Your Office, with Ben Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN  Links from the episode:  https://www.lawmatics.com/    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  01:28 – Meet Matt Spiegel  03:55 – From the Cloud to AI in Legal Tech  05:38 – Why Lawyers Are Cautious About AI  06:50 – Moving Beyond Surface-Level AI  08:51 – Why Lead Scoring Misses the Point  11:14 – What Makes Agentic AI Different  14:10 – Generative AI vs. Agentic AI  15:57 – Teaching Software to Make Decisions  17:17 – Automating Outcomes, Not Steps  20:10 – Why Lawmatics Was Already Agentic  21:47 – Trust, Guardrails, and Client Data  24:20 – What Qualify AI Does Differently  25:33 – Closing Thoughts 

Starting a law firm doesn't automatically make you a business owner—designing one does. In episode #600 of the Lawyerist Podcast, Stephanie Everett and Zack Glaser kick off a four-part series on how to design a law firm intentionally, rather than defaulting into a business you didn't mean to build.  They unpack the biggest myths lawyers believe when starting a firm, why being a good lawyer isn't enough to create a sustainable business, and how relying on personal heroics instead of structure quietly traps firm owners over time. Stephanie breaks down the three constraints that cause most firms to struggle, the three distinct paths law firms can take, and the key questions lawyers should ask early to align their business model with the life and career they actually want.  Listen to our other episodes on Law Firm Strategy & Business Design.  #583 – From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #570 – Uncover Your Firm's Journey with the New Small Firm Scorecard™, with Stephanie Everett Apple | Spotify | LTN  #568 – How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  01:15 – Why This Isn't About “Starting” a Law Firm  03:45 – The Biggest Myth Lawyers Believe About Firm Ownership  06:50 – Heroics vs. Structure  10:30 – The Three Constraints That Trap Law Firm Owners  12:45 – Every Firm Is Choosing a Business Model (Whether You Realize It or Not)  14:30 – The Three Paths Law Firms Take  18:55 – When Your Goals and Design Don't Match  20:55 – How Clients Actually Buy Legal Services  23:30 – What Breaks If Demand Doubles  25:00 – Clarity Beats Certainty  29:15 – What to Do in the First 30 Days  33:40 – Where to Go Next 

Law school prepares students to think like lawyers, but it often leaves them without a clear picture of what comes next. Zack Glaser sits down with Jocelyn Hardrick to explore how mentorship, pipeline programs, and practical guidance can help first-generation and nontraditional students bridge the gap between legal education and real-world practice.  They unpack the challenges students face when they lack exposure to legal careers, the importance of writing and bar preparation support, and how community and accountability shape confidence during the transition into the profession. The episode highlights how intentional mentorship and community support can reduce uncertainty, build confidence, and create clearer pathways into the legal profession.  Listen to our other episodes on mentorship, mindset, and professional development.   Episode #596 — The Athlete's Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  Episode #592 — Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  Episode #588 — Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  Episode #576 — How Sponsorship, Empathy, and Failure Shape Great Leaders, with Michael Cohen Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com. Links from the episode: https://www.journeytoesquire.com/  Chapters:  00:00 – Introduction  01:45 – Why the Path Into Law Isn't Clear  06:10 – Meet Jocelyn Hardrick  08:25 – What Journey to Esquire Does  12:40 – First-Generation and Nontraditional Barriers  17:30 – Mentorship vs. Sponsorship  21:55 – Writing, Bar Prep, and Practical Skills  26:40 – Building Confidence Through Community  31:20 – Advice for New and Aspiring Lawyers  34:10 – Closing Thoughts 

In episode #598 of the Lawyerist Podcast, learn how Microsoft Copilot can help lawyers work more efficiently inside Microsoft 365—without compromising accuracy, security, or client trust. Zack Glaser talks with Ben Schorr, innovation strategist at Affinity Consulting Group and former Microsoft insider, about how attorneys can move past AI hype and start using Copilot for real, everyday legal work.  Zack and Ben break down how Copilot helps lawyers draft and edit documents, summarize complex files, extract key deadlines, prep for meetings, and manage inbox overload—all while keeping client data protected within Microsoft's security framework. They clarify where Copilot delivers the most value, where caution is required, and why understanding its limitations is essential to using it effectively. For lawyers curious about AI but unsure where to begin, this episode offers a clear, realistic roadmap for adopting Copilot without compromising accuracy, ethics, or trust.  Listen to our other episodes on  AI, Legal Technology & Practical Innovation in Law Firms:   Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Episode 550: Beyond Content: How AI Is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN  Episode 543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN  Episode 497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  08:43 – Meet Ben Schorr  11:08 – What Copilot Is (and Why Lawyers Care)  13:27 – Security, Privacy, and Client Data  16:47 – Drafting Legal Documents With Copilot  18:36 – Schorr's Law: Always Review AI Output  20:30 – Editing, Fact-Checking, and Improving Existing Work  23:57 – Summarizing Documents and Extracting Key Info  28:49 – Brainstorming, Personas, and Strategy Testing  34:34 – Agentic AI: What's Possible (and What Isn't)    

High performance in law requires more than technical skill—it requires the right mindset. In episode #596 of the Lawyerist Podcast, Zack Glaser talks with Jess Sargus about applying an athlete's mindset to leadership, performance, and growth in legal practice.  Jess breaks down the core pillars of athletic thinking. From growth mindset and action orientation to process focus and purpose, and explains how lawyers can apply these principles to become better leaders and perform at their best under pressure.  If you want to hear more from Jess, check her out at: https://www.thelegalathlete.com/  Listen to our other episodes on Mindset & Performance:  #588 – Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  #585 – First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner Apple | Spotify | LTN  #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN  #551 – Becoming the AI-Driven Leader, with Geoff Woods Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  03:12 – Meet Jess Sargus  04:02 – From Law to Combat Sports  08:06 – Competition, Business, and Leadership  11:15 – Why Mindset Matters  15:12 – The Athlete's Mindset Defined  17:01 – Action Orientation and Elite Performance  19:30 – Getting Comfortable with Failure  22:05 – Growth Mindset and Competitiveness  26:03 – The Five Pillars of Fierce Agency  29:21 – Process Over Outcome  34:46 – Purpose and Mission Alignment  39:48 – Where to Find Jess  40:53 – Closing Thoughts 

In episode 595 of the Lawyerist Podcast, we're revisiting Stephanie's conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We're bringing this episode back because it's especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It's important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm.  Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters:  00:00 Why We're Remastering This Episode for the New Year02:55 Law Firm KPIs and Financial Health05:21 Net Profit Margin for Law Firms09:38 Utilization Rate and Team Capacity14:35 Realization Rate and Getting Paid20:05 Accounts Receivable and Cash Flow24:19 Revenue by Practice Area27:16 Using Financial Metrics to Set Strategy 

As the year comes to a close, Stephanie Everett and Zack Glaser look back at the Lawyerist Podcast episodes that stood out most to them in episode 594 of the Lawyerist Podcast. From practical AI workflows and ethical guidance to mental health, communication, and leadership, this episode highlights the conversations that sparked new thinking and delivered real value.  Stephanie and Zack revisit standout moments, share why certain episodes resonated, and reflect on the themes that shaped the year—while inviting listeners to share which episodes made the biggest impact and what topics they'd like to hear more about in the year ahead.  Listen to some of the episodes highlighted this year:  Episode #585 – First Aid for the Mind: Mental Health and the Law, with Sumia and Jill — Apple | Spotify | LTN  Episode #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden — Apple | Spotify | LTN  Episode #565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN  Episode #553 – AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach — Apple | Spotify | LTN  Episode #579 –  Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods — Apple | Spotify | LTN  Episode 539 – This VOICE HACK Will Transform Your Legal Career!, with Reena Cook —  Apple | Spotify | LTN  Episode 554 – Competence and Diligence in Light of Changing Laws and Regulations, with Craig Dobson — Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction & Year-End Reflection  01:35 – Why These Episodes Stood Out  01:56 – AI Tools and Practical Tech Takeaways  02:59 – Building Community and Adult Friendships  04:28 – Mental Health First Aid for Lawyers  07:06 – Ethics, Flat Fees, and Changing Scope  09:14 – Voice, Presence, and Communication Skills  11:46 – Becoming an AI-Driven Leader  14:36 – Rethinking Growth in the Age of AI  18:00 – Trust Accounting and Compliance Essentials  20:03 – Listener Feedback & Looking Ahead  21:07 – Closing Thoughts and Thanks     

Not all clients are created equal—and some quietly drain your firm's time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting's Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve.  Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both.    Listen to our previous episodes about Client Experience & Law Firm Profitability:  Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN  Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN  Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN  Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze — Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  05:12 – Meet Jeff Krause  06:51 – What “Moneyball for Lawyers” Really Means  09:08 – The Profit Formula That Drives Firm Growth  12:46 – How Bad Clients Damage the Numbers  15:30 – The Compounding Cost of Discounts  18:21 – Raising Rates vs. Chasing More Clients  19:45 – Can You Improve Mid-Tier Clients?  21:58 – Profitability vs. Access to Justice  24:19 – Building Intentional Service Models  26:48 – Trusting Your Data—and Your Gut  27:43 – One Step Firms Should Take Right Now  28:23 – Closing Thoughts 

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O'Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.  William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.    Links from this episode:  https://www.williamoneal.com/    Listen to our previous episodes about Client Experience & Relationships.   #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN   #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN   #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN   #271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Intro  05:12 – Meet William O'Neal  06:15 – Leading with Joy  07:51 – Five Essentials of Leadership  09:01 – Heart for Service  12:41 – Knowing Your Value  14:07 – What Clients Want  16:35 – Building Rapport & Trust  18:55 – Culture & Consistency  20:30 – Empathy in Client Experience  22:10 – Lessons from Chick-fil-A  24:09 – Service Recovery  25:31 – Feedback & Improvement  27:36 – Adapting to Change  29:29 – Small Acts, Big Trust  30:18 – Learn More + Closing 

Episode 591 of the Lawyerist Podcast explores one of the most urgent questions facing law firms today: how do you stay findable when Google and AI are rewriting the rules of search? SEO expert Cyrus Shepard explains how zero-click search, AI-generated answers, and new “experience” signals are transforming the way law firms must think about content, visibility, and online authority.  Cyrus and Stephanie discuss why informational blog posts no longer drive the traffic they once did, how to structure content so LLMs can “read” and reference it, and why brand signals now carry more weight than keywords. They also cover how to evaluate SEO vendors, what metrics matter in an AI-first world, and simple steps lawyers can take to establish trust and expertise online.    Links from the episode:  lawyerist.com/scorecard  Zyppy.com    Listen to our previous episodes about Practical AI for Law.   #562 – Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell — Apple | Spotify | LTN  #565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN  #452 – Managing AI in Your Practice, with Ed Walters — Apple | Spotify | LTN  #501 – Future-Proofing Your Firm in the Age of AI, with Jack Newton — Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Intro & Scorecard03:53 – Meet Cyrus Shepard05:12 – How AI Is Changing Search06:00 – Zero-Click & AI Overviews07:26 – Why Old Content Tactics Fail08:57 – Shifting Toward Brand Authority10:09 – Writing Content LLMs Can Read11:33 – Showing Experience with E-E-A-T14:23 – Reddit, YouTube & Source Signals15:51 – Where New Firms Should Start17:18 – Brand Building as SEO Strategy18:27 – Vetting SEO Agencies Today20:40 – Metrics That Actually Matter22:03 – Real-World Visibility Wins22:21 – Wrap-Up & Where to Find Cyrus