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In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors. Jack explains how Clio's new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry's next big shift. Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow's most successful law firms. Listen to our previous episodes about AI & Law Firm Growth: Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” 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 #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” 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: 0:00 – Introduction & ClioCon Recap 2:00 – Growth Stages of Small Firms 5:10 – Clio for Enterprise Explained 7:45 – Why Small Firms Have the Advantage 10:30 – How AI Is Changing Legal Work 13:15 – Making AI Adoption Effortless 16:00 – Trust, Data & the Hallucination Problem 20:00 – Building the AI-Native Law Firm 22:30 – Staying Competitive in the Age of Change 24:40 – Closing Thoughts
In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors. Jack explains how Clio's new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry's next big shift. Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow's most successful law firms. Listen to our previous episodes about AI & Law Firm Growth: Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” 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 #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” 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: 0:00 – Introduction & ClioCon Recap 2:00 – Growth Stages of Small Firms 5:10 – Clio for Enterprise Explained 7:45 – Why Small Firms Have the Advantage 10:30 – How AI Is Changing Legal Work 13:15 – Making AI Adoption Effortless 16:00 – Trust, Data & the Hallucination Problem 20:00 – Building the AI-Native Law Firm 22:30 – Staying Competitive in the Age of Change 24:40 – Closing Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 586 of Lawyerist Podcast, learn how lawyers can help safeguard democracy by defending the rule of law and protecting judicial independence. In this episode, Stephanie Everett talks with Bill Bay, Immediate Past President of the American Bar Association, about why these issues transcend politics and define the integrity of the legal profession. Together, they discuss how every lawyer can lead with grace, model civil discourse, and stand up for fairness, equality, and due process. Learn how you can join the ABA's fight for the rule of law here: https://www.americanbar.org/groups/public_education/resources/rule-of-law/ Listen to our previous episodes about Leadership & Advocacy in Law: Episode 490: “How to Build a Powerhouse Firm with Internal Talent, with Ryan McKeen” Apple | Spotify | LTN Episode 560: “Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze” 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. Chapters / Timestamps: 0:00 – Introduction 1:00 – Law as Political, Not Partisan 4:40 – Sponsor Break: Tabs3 11:13 – Meet Bill Bay 12:20 – What the Rule of Law Means 14:40 – Threats to Justice & the Profession 21:55 – How Lawyers Can Take Action 23:40 – Grace & Civility in Practice 29:05 – Hope for the Next Generation 34:20 – Call to Action & Closing Thoughts
In episode 586 of Lawyerist Podcast, learn how lawyers can help safeguard democracy by defending the rule of law and protecting judicial independence. In this episode, Stephanie Everett talks with Bill Bay, Immediate Past President of the American Bar Association, about why these issues transcend politics and define the integrity of the legal profession. Together, they discuss how every lawyer can lead with grace, model civil discourse, and stand up for fairness, equality, and due process. Learn how you can join the ABA's fight for the rule of law here: https://www.americanbar.org/groups/public_education/resources/rule-of-law/ Listen to our previous episodes about Leadership & Advocacy in Law: Episode 490: “How to Build a Powerhouse Firm with Internal Talent, with Ryan McKeen” Apple | Spotify | LTN Episode 560: “Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze” 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. Chapters / Timestamps: 0:00 – Introduction 1:00 – Law as Political, Not Partisan 4:40 – Sponsor Break: Tabs3 11:13 – Meet Bill Bay 12:20 – What the Rule of Law Means 14:40 – Threats to Justice & the Profession 21:55 – How Lawyers Can Take Action 23:40 – Grace & Civility in Practice 29:05 – Hope for the Next Generation 34:20 – Call to Action & Closing Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 585 of Lawyerist Podcast, Soumya Palreddy and Jill Kluesner explain how Mental Health First Aid equips lawyers to recognize signs of burnout, stress, and crisis—before they escalate. Learn practical tools for building healthier teams, reducing stigma, and improving communication in high-pressure firms. Discover why legal leaders are embracing mental health training as a core business skill, and how a few key mindset shifts can protect both your well-being and your practice. Links from the episode: http://www.jillkluesnerconsulting.com https://www.soumyapalreddyconsulting.com/ Listen to our previous episodes about Legal Professional Wellness. #375: Taking Care of Your Team's Mental Health, with Calvin Benton Apple | Spotify | LTN #469: Lawyers in Crisis: Navigating Addiction and Mental Health, with Brian Cuban Apple | Spotify | LTN #473: Redefining Perfectionism and Striving for Lawyers, with Stephanie Villinski and Kara Hardin 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 & ClioCon Recap03:45 – What Is Mental Health First Aid?06:10 – Training for the Legal Mind08:45 – Breaking the Stigma: Talking About Mental Health at Work11:32 – Signs, Symptoms & What to Notice15:55 – The First Aid Framework: How to Help19:20 – Leadership, Culture & Modeling Wellness22:58 – From Self-Care to Community Care26:40 – Practical Steps for Teams29:10 – Final Takeaways & How to Get Trained30:45 – Closing Thoughts & Resources
In episode 585 of Lawyerist Podcast, Soumya Palreddy and Jill Kluesner explain how Mental Health First Aid equips lawyers to recognize signs of burnout, stress, and crisis—before they escalate. Learn practical tools for building healthier teams, reducing stigma, and improving communication in high-pressure firms. Discover why legal leaders are embracing mental health training as a core business skill, and how a few key mindset shifts can protect both your well-being and your practice. Links from the episode: http://www.jillkluesnerconsulting.com https://www.soumyapalreddyconsulting.com/ Listen to our previous episodes about Legal Professional Wellness. #375: Taking Care of Your Team's Mental Health, with Calvin Benton Apple | Spotify | LTN #469: Lawyers in Crisis: Navigating Addiction and Mental Health, with Brian Cuban Apple | Spotify | LTN #473: Redefining Perfectionism and Striving for Lawyers, with Stephanie Villinski and Kara Hardin 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 & ClioCon Recap03:45 – What Is Mental Health First Aid?06:10 – Training for the Legal Mind08:45 – Breaking the Stigma: Talking About Mental Health at Work11:32 – Signs, Symptoms & What to Notice15:55 – The First Aid Framework: How to Help19:20 – Leadership, Culture & Modeling Wellness22:58 – From Self-Care to Community Care26:40 – Practical Steps for Teams29:10 – Final Takeaways & How to Get Trained30:45 – Closing Thoughts & Resources Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 584 of Lawyerist Podcast, Zack Glaser sits down with longtime legal marketing expert Karin Conroy of Conroy Creative Counsel to talk about the evolution of law firm marketing in the age of artificial intelligence. Karin explains why lawyers shouldn't fear AI, but should learn to use it strategically. From the “Iron Man vs. Terminator” analogy to practical steps for improving your firm's marketing funnel, she shares how attorneys can blend technology and human insight to build trust, attract the right clients, and stay ahead of the curve. They also dig into how AI is reshaping SEO, the importance of authenticity, and why marketing fundamentals still matter more than ever. Links from this episode: Conroy Creative Counsel The AI Marketing Cookbook for Lawyers Listen to our previous episodes with Karin: #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 Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 – The evolution of law firm marketing 3:50 – AI's rise and the Iron Man vs. Terminator analogy 9:50 – Understanding your marketing funnel 12:00 – Why referrals are marketing 17:00 – Finding weak points in your strategy 21:00 – Adding AI without losing the human touch 25:30 – How AI is changing SEO and “Search Everywhere Optimization” 37:40 – The value of authenticity and human connection
In episode 584 of Lawyerist Podcast, Zack Glaser sits down with longtime legal marketing expert Karin Conroy of Conroy Creative Counsel to talk about the evolution of law firm marketing in the age of artificial intelligence. Karin explains why lawyers shouldn't fear AI, but should learn to use it strategically. From the “Iron Man vs. Terminator” analogy to practical steps for improving your firm's marketing funnel, she shares how attorneys can blend technology and human insight to build trust, attract the right clients, and stay ahead of the curve. They also dig into how AI is reshaping SEO, the importance of authenticity, and why marketing fundamentals still matter more than ever. Links from this episode: Conroy Creative Counsel The AI Marketing Cookbook for Lawyers Listen to our previous episodes with Karin: #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 Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 – The evolution of law firm marketing 3:50 – AI's rise and the Iron Man vs. Terminator analogy 9:50 – Understanding your marketing funnel 12:00 – Why referrals are marketing 17:00 – Finding weak points in your strategy 21:00 – Adding AI without losing the human touch 25:30 – How AI is changing SEO and “Search Everywhere Optimization” 37:40 – The value of authenticity and human connection Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth. Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on. Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth. Listen to our previous episodes with Bernadette: #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources
In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth. Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on. Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth. Listen to our previous episodes with Bernadette: #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Jeff points out the ridiculousness of the belief that President Trump has brought peace to the Middle East with the ceasefire agreement he got Israel and Hamas to sign. There is a mountain of evidence which makes clear that this ceasefire is simply a lull until the next war. In the meantime, the leftists/terrorists are making massive inroads into America and our failure to cut off the head of the terror snake will be our country's greatest failure in the not so distant future.In other news, Bruce Cutler has passed, at one point the most famous lawyer in the world. Bruce also was the lawyer who had a large part in getting Jeff to drop Pre-med in college and go to law school. In this podcast, Jeff recounts some very funny Bruce stories from years past. RIP Bruce.
In episode 582 of Lawyerist Podcast, Zack Glaser talks with Merisa Bowers, Loss Prevention and Outreach Counsel at the Ohio Bar Liability Insurance Company, about how artificial intelligence is reshaping lawyers' ethical duties. Merisa explains how deepfakes and realistic scams are creating new challenges for diligence and verification, why unregulated chatbots can accidentally create attorney-client relationships, and what disclosures lawyers should make when using AI tools. She also shares practical steps to maintain confidentiality, protect client data, and apply long-standing ethics rules to fast-changing technologies. Links from the episode: ABA Formal Opinion 512 - Generative AI ABA Formal Opinion 510 - Prospective Clients & Rule 1.18 Listen to our previous episodes about non-lawyer ownership: #354: A Look at the New Non-lawyer Firm Ownership Reform, with Lori Gonzalez: Apple Podcasts | Spotify | Lawyerist #355: A Look at the New Non-lawyer Firm Ownership Reform, Pt.2, with Allen Rodriguez: Apple Podcasts | Spotify | Lawyerist #221: The State of the Legal Profession, with ABA President Robert M. Carlson: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 – ClioCon4:45 – Meet Merisa Bowers6:50 – Tech Shifts & New Ethics Risks9:10 – Deepfakes & Diligence13:40 – AI Scams & Fake Clients18:30 – Chatbots Creating Clients 23:40 – Ethical Chatbot Models26:45 – Should Lawyers Disclose AI?29:40 – Don't Let AI Think for You34:20 – Protecting Client Data36:10 – Staying Ethical with AI37:40 – Wrap-Up & Final Thoughts
In episode 582 of Lawyerist Podcast, Zack Glaser talks with Merisa Bowers, Loss Prevention and Outreach Counsel at the Ohio Bar Liability Insurance Company, about how artificial intelligence is reshaping lawyers' ethical duties. Merisa explains how deepfakes and realistic scams are creating new challenges for diligence and verification, why unregulated chatbots can accidentally create attorney-client relationships, and what disclosures lawyers should make when using AI tools. She also shares practical steps to maintain confidentiality, protect client data, and apply long-standing ethics rules to fast-changing technologies. Links from the episode: ABA Formal Opinion 512 - Generative AI ABA Formal Opinion 510 - Prospective Clients & Rule 1.18 Listen to our previous episodes about non-lawyer ownership: #354: A Look at the New Non-lawyer Firm Ownership Reform, with Lori Gonzalez: Apple Podcasts | Spotify | Lawyerist #355: A Look at the New Non-lawyer Firm Ownership Reform, Pt.2, with Allen Rodriguez: Apple Podcasts | Spotify | Lawyerist #221: The State of the Legal Profession, with ABA President Robert M. Carlson: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 – ClioCon4:45 – Meet Merisa Bowers6:50 – Tech Shifts & New Ethics Risks9:10 – Deepfakes & Diligence13:40 – AI Scams & Fake Clients18:30 – Chatbots Creating Clients 23:40 – Ethical Chatbot Models26:45 – Should Lawyers Disclose AI?29:40 – Don't Let AI Think for You34:20 – Protecting Client Data36:10 – Staying Ethical with AI37:40 – Wrap-Up & Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer's behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval. Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you're ready when agentic features become standard in everyday legal work. Listen to our other episodes on AI in Law: #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN #538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Introduction & Conferences Recap 2:48 – From SEO to AEO: The New Search Frontier 6:34 – Meet Drew Bloom: AI for Law Firms 8:48 – What Makes AI “Agentic”? 13:47 – Assistants vs. Agents: How They Differ 16:00 – Redlining & Real-World Use Cases 20:41 – MCPs and Custom AI Connections 27:30 – The Future: Multi-Tool AI & Mobility 29:48 – Preparing Your Firm: Data & Metadata 34:38 – Where Lawyers Can Experiment Safely
In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer's behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval. Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you're ready when agentic features become standard in everyday legal work. Listen to our other episodes on AI in Law: #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN #538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Introduction & Conferences Recap 2:48 – From SEO to AEO: The New Search Frontier 6:34 – Meet Drew Bloom: AI for Law Firms 8:48 – What Makes AI “Agentic”? 13:47 – Assistants vs. Agents: How They Differ 16:00 – Redlining & Real-World Use Cases 20:41 – MCPs and Custom AI Connections 27:30 – The Future: Multi-Tool AI & Mobility 29:48 – Preparing Your Firm: Data & Metadata 34:38 – Where Lawyers Can Experiment Safely Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients. You'll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn't cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter. If you're curious about using AI in your practice, but don't want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably. Listen to our other episodes on Law Firm Marketing, Growth and AI: #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 & Conrad Saam Apple | Spotify | LTN #434: Leverage AI to Stay Ahead, with Greg Siskind Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 0:00 – Introduction with Zack Glaser 1:27 – Meet Jake Soffer of FirmPilot 2:17 – How AI Is Changing Legal Marketing 3:12 – Data-Driven Law Firm Growth 4:46 – The Limits of ChatGPT Content 7:12 – Building Smarter AI Workflows 9:23 – AEO, GEO, and the Future of Search 11:59 – Why Fundamentals Still Matter 14:45 – Writing for AI vs. Writing for Clients 17:05 – First Steps for Lawyers Using AI 18:33 – Do Your Research Before Choosing Tools 19:10 – Where to Find FirmPilot
In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients. You'll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn't cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter. If you're curious about using AI in your practice, but don't want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably. Listen to our other episodes on Law Firm Marketing, Growth and AI: #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 & Conrad Saam Apple | Spotify | LTN #434: Leverage AI to Stay Ahead, with Greg Siskind Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 0:00 – Introduction with Zack Glaser 1:27 – Meet Jake Soffer of FirmPilot 2:17 – How AI Is Changing Legal Marketing 3:12 – Data-Driven Law Firm Growth 4:46 – The Limits of ChatGPT Content 7:12 – Building Smarter AI Workflows 9:23 – AEO, GEO, and the Future of Search 11:59 – Why Fundamentals Still Matter 14:45 – Writing for AI vs. Writing for Clients 17:05 – First Steps for Lawyers Using AI 18:33 – Do Your Research Before Choosing Tools 19:10 – Where to Find FirmPilot Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn't enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses. Listen to our other episodes on risk management & ethics: #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN #447 – Managing Risk in Your Firm, with Allison Shields Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Bots in Job Interviews and Introduction 04:14 – Meet Amy Woods: IOLTA Consulting 05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb” 06:58 – Common Mistakes Lawyers Miss 09:22 – Escheatment & Outstanding Checks 12:30 – Penalties, Interest & Voluntary Disclosure 14:31 – Retainer Clauses & Small Check Workarounds 16:18 – Three-Way Reconciliation Explained 18:00 – QuickBooks vs. Legal-Specific Tools 21:43 – One Account, Many Clients: Why Details Matter 23:55 – Amy's Compliance Review Service 25:08 – Real Consequences: From Penalties to Disbarment 26:26 – Final Takeaways
In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn't enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses. Listen to our other episodes on risk management & ethics: #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN #447 – Managing Risk in Your Firm, with Allison Shields Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Bots in Job Interviews and Introduction 04:14 – Meet Amy Woods: IOLTA Consulting 05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb” 06:58 – Common Mistakes Lawyers Miss 09:22 – Escheatment & Outstanding Checks 12:30 – Penalties, Interest & Voluntary Disclosure 14:31 – Retainer Clauses & Small Check Workarounds 16:18 – Three-Way Reconciliation Explained 18:00 – QuickBooks vs. Legal-Specific Tools 21:43 – One Account, Many Clients: Why Details Matter 23:55 – Amy's Compliance Review Service 25:08 – Real Consequences: From Penalties to Disbarment 26:26 – Final Takeaways Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 578 of Lawyerist Podcast, six-time USA Memory Champion and Grand Master of Memory Nelson Dellis shares practical strategies to strengthen recall, sharpen focus, and build a healthier brain. Far from the myth of “photographic memory,” Nelson explains how anyone can improve memory using techniques like memory palaces, visualization, and storytelling. For lawyers, better memory means stronger courtroom performance, sharper deposition prep, and the ability to remember case law, client details, and names with confidence in moments where every word matters. Nelson also highlights how memory training reduces stress, supports long-term brain health, and helps professionals stay present in high-stakes moments. Learn about actionable memory improvement techniques with insights on why training your brain matters more than ever in today's fast-paced legal and technological world. Listen to our other episodes on memory and mental performance: #405: The Diverse Ways People Think, with Temple Grandin Apple | Spotify | LTN #427: Better Decisions, Less Fatigue, with Nika Kabiri Apple | Spotify | LTN #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze Apple | Spotify | LTN Links from the episode:Nelsondellis.com Remember It! Paxton.ai If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 0:00 – Introduction 7:50 – Legal Tech Spotlight: Paxton AI for Lawyers 17:56 – Meet Nelson Dellis: Memory Champion & Author 23:19 – How Anyone Can Improve Memory 27:40 – Visualization, Storytelling & Review Basics 33:42 – The Memory Palace Technique Explained 36:36 – Digital Tools vs. Training Your Brain 41:25 – Memory, Mindfulness & Staying Present 44:58 – Practical Memory Training for Lawyers
In episode 578 of Lawyerist Podcast, six-time USA Memory Champion and Grand Master of Memory Nelson Dellis shares practical strategies to strengthen recall, sharpen focus, and build a healthier brain. Far from the myth of “photographic memory,” Nelson explains how anyone can improve memory using techniques like memory palaces, visualization, and storytelling. For lawyers, better memory means stronger courtroom performance, sharper deposition prep, and the ability to remember case law, client details, and names with confidence in moments where every word matters. Nelson also highlights how memory training reduces stress, supports long-term brain health, and helps professionals stay present in high-stakes moments. Learn about actionable memory improvement techniques with insights on why training your brain matters more than ever in today's fast-paced legal and technological world. Listen to our other episodes on memory and mental performance: #405: The Diverse Ways People Think, with Temple Grandin Apple | Spotify | LTN #427: Better Decisions, Less Fatigue, with Nika Kabiri Apple | Spotify | LTN #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze Apple | Spotify | LTN Links from the episode:Nelsondellis.com Remember It! Paxton.ai If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 0:00 – Introduction 7:50 – Legal Tech Spotlight: Paxton AI for Lawyers 17:56 – Meet Nelson Dellis: Memory Champion & Author 23:19 – How Anyone Can Improve Memory 27:40 – Visualization, Storytelling & Review Basics 33:42 – The Memory Palace Technique Explained 36:36 – Digital Tools vs. Training Your Brain 41:25 – Memory, Mindfulness & Staying Present 44:58 – Practical Memory Training for Lawyers Learn more about your ad choices. Visit megaphone.fm/adchoices
In this podcast, Jeff discusses the assassination of Charlie Kirk by yet another deranged leftist shooter. As disturbing as the shooting was, the celebrations from the left — which included professionals, teacher and health care providers — were even more troubling. Jeff discusses what needs to come next if we are to avoid sliding into the abyss as a country.
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist
In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market. Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead. Links From the Episode: https://samharden.substack.com/ https://legaltalknetwork.com/podcasts/for-the-innocent/ https://tabs3.com/seetabs3/ Listen to our other episodes on AI & Legal Innovation: #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN #452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Welcome & What Legal Talk Network Is 04:33 – Building a Modern Legal Tech Stack 10:33 – Meet Sam Harden: From Trial Lawyer to Innovator 16:38 – AI in Law: Efficiency vs. Growth 23:53 – The Risks of Replacing People with Technology 31:46 – Vibe Coding and the Future of Legal Tech 44:57 – Looking Ahead: Sam's Vision as Innovation Strategist Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 576, learn how to lead with empathy, build trust, and create space for growth by embracing both mentorship and sponsorship. Stephanie Everett talks with Michael Cohen, partner at Duane Morris and leadership coach, about what it really takes to inspire and support a team. Mike shares his journey from employment litigator to building a training and coaching practice focused on culture, mental health, and leadership. He explains why sponsorship goes further than mentorship, how to adapt your style to truly know your people, and why allowing room for failure is essential to innovation. Drawing on stories from coaching his daughters' softball team and lessons inspired by The West Wing, Mike highlights how intentional check-ins, vulnerability, and empathy can transform leaders into authentic allies. You'll leave with practical strategies to foster stronger workplace cultures, empower people to advocate for themselves, and lead with greater humanity in challenging times. Listen to our other episodes on leadership & growth. #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #527 – Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN #499 – Conquering Self-Doubt, with Tim Atler Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Growth, AI & Leadership at Lawyerist 06:01 – Small Team vs. Large Team Leadership 08:10 – Meet Michael Cohen 12:05 – From Litigator to Leadership Coach 22:02 – Lessons from Coaching & Embracing Failure 34:46 – West Wing Parable & Final Takeaways
In episode 576, learn how to lead with empathy, build trust, and create space for growth by embracing both mentorship and sponsorship. Stephanie Everett talks with Michael Cohen, partner at Duane Morris and leadership coach, about what it really takes to inspire and support a team. Mike shares his journey from employment litigator to building a training and coaching practice focused on culture, mental health, and leadership. He explains why sponsorship goes further than mentorship, how to adapt your style to truly know your people, and why allowing room for failure is essential to innovation. Drawing on stories from coaching his daughters' softball team and lessons inspired by The West Wing, Mike highlights how intentional check-ins, vulnerability, and empathy can transform leaders into authentic allies. You'll leave with practical strategies to foster stronger workplace cultures, empower people to advocate for themselves, and lead with greater humanity in challenging times. Listen to our other episodes on leadership & growth. #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #527 – Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN #499 – Conquering Self-Doubt, with Tim Atler Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Growth, AI & Leadership at Lawyerist 06:01 – Small Team vs. Large Team Leadership 08:10 – Meet Michael Cohen 12:05 – From Litigator to Leadership Coach 22:02 – Lessons from Coaching & Embracing Failure 34:46 – West Wing Parable & Final Takeaways Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode #575 of Lawyerist Podcast, learn how to move beyond daily overwhelm and lead your firm with clarity, confidence, and vision as Stephanie Everett talks with Lawyerist Lab business strategist Chad Fox. Chad explains why so many lawyers get stuck in the weeds of $20/hour tasks instead of focusing on high-value CEO work, and how a mindset shift can create immediate clarity and hope. Together they explore the journey from business operator to business owner, the importance of dreaming bigger than what feels “realistic,” and how to delegate effectively without guilt. Real-life success stories highlight attorneys who have built thriving teams, scaled their practices, and reclaimed freedom, offering both inspiration and actionable strategies for sustainable law firm growth. Listen to our other episodes on Law Firm Leadership: #569 Your Head Is a Crappy Office, and Other GTD Principles for Attorneys, with David Allen Apple | Spotify | LTN #564 The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender Apple | Spotify | LTN #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Introduction: Creating Space to Think Differently 06:16 – Meet Chad Fox 07:12 – The Overwhelm Stage 08:33 – Finding Hope Through Clarity 11:24 – Dreaming Big Beyond ‘What's Realistic' 15:00 – From Operator to Owner 17:09 – Building Teams & Managing Perceptions 20:16 – The $20 Task Trap 23:44 – What Being a CEO Lawyer Looks Like 25:50 – Success Story: From Chaos to Growth 26:50 – Final Takeaway: It Doesn't Have to Be So Hard
In episode #575 of Lawyerist Podcast, learn how to move beyond daily overwhelm and lead your firm with clarity, confidence, and vision as Stephanie Everett talks with Lawyerist Lab business strategist Chad Fox. Chad explains why so many lawyers get stuck in the weeds of $20/hour tasks instead of focusing on high-value CEO work, and how a mindset shift can create immediate clarity and hope. Together they explore the journey from business operator to business owner, the importance of dreaming bigger than what feels “realistic,” and how to delegate effectively without guilt. Real-life success stories highlight attorneys who have built thriving teams, scaled their practices, and reclaimed freedom, offering both inspiration and actionable strategies for sustainable law firm growth. Listen to our other episodes on Law Firm Leadership: #569 Your Head Is a Crappy Office, and Other GTD Principles for Attorneys, with David Allen Apple | Spotify | LTN #564 The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender Apple | Spotify | LTN #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Introduction: Creating Space to Think Differently 06:16 – Meet Chad Fox 07:12 – The Overwhelm Stage 08:33 – Finding Hope Through Clarity 11:24 – Dreaming Big Beyond ‘What's Realistic' 15:00 – From Operator to Owner 17:09 – Building Teams & Managing Perceptions 20:16 – The $20 Task Trap 23:44 – What Being a CEO Lawyer Looks Like 25:50 – Success Story: From Chaos to Growth 26:50 – Final Takeaway: It Doesn't Have to Be So Hard Learn more about your ad choices. Visit megaphone.fm/adchoices
In this podcast, Jeff talks about his trip to Italy and love of Italians — and notes the many similarities between Italians and Jews and one glaring difference. Italy was great but the constant content making of young people in Capri annoyed him. Only this dopey, lazy mentality could drive the success of Zorhan Mamdani, a Socialist Hamas supporter, in the NYC mayoral race.
Most people facing legal problems don't see them as legal at all—they see them as life problems with landlords, employers, or benefits agencies. That disconnect leaves millions without meaningful help, even when lawyers or courts are available. In this episode, Zack Glaser talks with Professor Rebecca Sandefur (Arizona State University, American Bar Foundation) and Matthew Burnett (Georgetown Law, ABF) about their research on community justice workers and why people-centered solutions may be the key to closing the justice gap. They explore how community justice workers operate in Alaska and beyond, why legal help doesn't always have to come from lawyers, and how rules around unauthorized practice of law are evolving. You'll hear evidence that trained non-lawyers can be just as effective—sometimes more so—than attorneys in resolving critical issues like housing or benefits. Rebecca and Matthew also discuss what “success” really means: scalable, sustainable programs that meet people where they are, in their own communities, in their own language. And they argue that broadening access to justice isn't just about legal services—it's about strengthening democracy itself. This episode is for lawyers, policymakers, and innovators who want to reimagine how legal help is delivered—and build a justice system that actually works for the people it's meant to serve. Additionally, Zack and Stephanie talk about the upcoming ClioCon 2025 in Boston, MA. Check out the conference and get your tickets at cliocon.com. Use the code “LawyeristxClioCon” for a $300 discount on your ticket. Listen to our other episodes on Access To Justice: #129: The Business of Public Access to Law, with Tim Stanley Apple | Spotify | LTN #228: The Real Access-to-Justice Problem and How We Might Solve It, with Rebecca Sandefur Apple | Spotify | LTN #423: Bridging the Access to Justice Gap with Technology, with Sateesh Nori Apple | Spotify | LTN #440: A Path to Meaningful Regulations, with Rebecca Sandefur Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Fall & ClioCon in Boston05:24 – Meet Rebecca Sandefur & Matthew Burnett06:50 – A People-Centered Justice Approach11:08 – Community Justice Workers Explained15:55 – Legal Help Without Lawyers20:31 – What Success Really Looks Like25:23 – State Models & Next Steps34:30 – Scaling Justice & Strengthening Democracy38:49 – Final Takeaways
Most people facing legal problems don't see them as legal at all—they see them as life problems with landlords, employers, or benefits agencies. That disconnect leaves millions without meaningful help, even when lawyers or courts are available. In this episode, Zack Glaser talks with Professor Rebecca Sandefur (Arizona State University, American Bar Foundation) and Matthew Burnett (Georgetown Law, ABF) about their research on community justice workers and why people-centered solutions may be the key to closing the justice gap. They explore how community justice workers operate in Alaska and beyond, why legal help doesn't always have to come from lawyers, and how rules around unauthorized practice of law are evolving. You'll hear evidence that trained non-lawyers can be just as effective—sometimes more so—than attorneys in resolving critical issues like housing or benefits. Rebecca and Matthew also discuss what “success” really means: scalable, sustainable programs that meet people where they are, in their own communities, in their own language. And they argue that broadening access to justice isn't just about legal services—it's about strengthening democracy itself. This episode is for lawyers, policymakers, and innovators who want to reimagine how legal help is delivered—and build a justice system that actually works for the people it's meant to serve. Additionally, Zack and Stephanie talk about the upcoming ClioCon 2025 in Boston, MA. Check out the conference and get your tickets at cliocon.com. Use the code “LawyeristxClioCon” for a $300 discount on your ticket. Listen to our other episodes on Access To Justice: #129: The Business of Public Access to Law, with Tim Stanley Apple | Spotify | LTN #228: The Real Access-to-Justice Problem and How We Might Solve It, with Rebecca Sandefur Apple | Spotify | LTN #423: Bridging the Access to Justice Gap with Technology, with Sateesh Nori Apple | Spotify | LTN #440: A Path to Meaningful Regulations, with Rebecca Sandefur Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Fall & ClioCon in Boston05:24 – Meet Rebecca Sandefur & Matthew Burnett06:50 – A People-Centered Justice Approach11:08 – Community Justice Workers Explained15:55 – Legal Help Without Lawyers20:31 – What Success Really Looks Like25:23 – State Models & Next Steps34:30 – Scaling Justice & Strengthening Democracy38:49 – Final Takeaways Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn how to overcome busyness, start meaningful conversations, and build lasting adult friendships that enrich both your personal and professional life. In this episode, Stephanie Everett talks with Kat Vellos, author of We Should Get Together: The Secret to Cultivating Better Friendships, about practical ways to form new connections, deepen existing relationships, and create a sense of community. You'll discover strategies for moving beyond small talk, making the most of your time, and using Kat's four “seeds of connection” framework to help relationships thrive. Kat shares research-backed insights on why friendships matter for well-being, how to integrate connection into your daily life without adding more to your to-do list, and ways to authentically connect with neighbors, colleagues, and acquaintances. Whether you're looking to expand your circle, reconnect with old friends, or foster deeper ties in your professional network, this conversation offers actionable ideas you can start using today. Listen to our other episodes on Careers & Professional Development. Episode #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert (leadership and professional growth) Apple | Spotify | LTN Episode #567 – From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown (confidence-building for career success) Apple | Spotify | LTN Episode #564 – The Gift in the Struggle: Leveraging Emotional Intelligence for Growth Apple | Spotify | LTN Episode #520 – The Truth About Lawyer Self‑Care: Prioritize or Suffer (personal well-being integral to professional longevity) Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Links from the episode: Learn More about LabCon We Should Get Together: The Secret to Cultivating Better Friendships Chapters: 00:56 – Lab Con: Hands-On Business Building for Lawyers 04:43 – Meet Kat Vellos: Author & Friendship Expert 08:47 – Why Adults Have Fewer Close Friends Today 13:44 – Finding Time for Friends & the “Seeds of Connection” 16:20 – How to Meet Neighbors and Build Local Ties 18:53 – Moving Beyond Small Talk with Meaningful Questions 22:49 – Using Conversation Prompts to Connect at Work 26:30 – Committing to Local Friendships & Staying Connected
Learn how to overcome busyness, start meaningful conversations, and build lasting adult friendships that enrich both your personal and professional life. In this episode, Stephanie Everett talks with Kat Vellos, author of We Should Get Together: The Secret to Cultivating Better Friendships, about practical ways to form new connections, deepen existing relationships, and create a sense of community. You'll discover strategies for moving beyond small talk, making the most of your time, and using Kat's four “seeds of connection” framework to help relationships thrive. Kat shares research-backed insights on why friendships matter for well-being, how to integrate connection into your daily life without adding more to your to-do list, and ways to authentically connect with neighbors, colleagues, and acquaintances. Whether you're looking to expand your circle, reconnect with old friends, or foster deeper ties in your professional network, this conversation offers actionable ideas you can start using today. Listen to our other episodes on Careers & Professional Development. Episode #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert (leadership and professional growth) Apple | Spotify | LTN Episode #567 – From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown (confidence-building for career success) Apple | Spotify | LTN Episode #564 – The Gift in the Struggle: Leveraging Emotional Intelligence for Growth Apple | Spotify | LTN Episode #520 – The Truth About Lawyer Self‑Care: Prioritize or Suffer (personal well-being integral to professional longevity) Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Links from the episode: Learn More about LabCon We Should Get Together: The Secret to Cultivating Better Friendships Chapters: 00:56 – Lab Con: Hands-On Business Building for Lawyers 04:43 – Meet Kat Vellos: Author & Friendship Expert 08:47 – Why Adults Have Fewer Close Friends Today 13:44 – Finding Time for Friends & the “Seeds of Connection” 16:20 – How to Meet Neighbors and Build Local Ties 18:53 – Moving Beyond Small Talk with Meaningful Questions 22:49 – Using Conversation Prompts to Connect at Work 26:30 – Committing to Local Friendships & Staying Connected Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn how to navigate difficult conversations, manage risk, and lead with integrity in legal settings by building courage as a practical skill. In this conversation, Stephanie Everett is joined by Jim Detert, professor at UVA's Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work. Together, they explore why speaking up at work is so hard, how fear and stress shape behavior, and what lawyers can do to build confidence over time. Jim introduces tools like the “courage ladder” to help professionals take small, strategic steps toward more effective and values-aligned leadership. Legal professionals will gain: Skills to manage fear and prepare for high-stakes conversations A framework for building everyday workplace courage Insight into the cost of silence in legal practice Guidance on how to align personal values with professional conduct Ideal for lawyers, firm leaders, and legal professionals who want to take more intentional action in their work and leadership. Listen to our other episodes on personal leadership: Episode 491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN Episode 494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger Apple | Spotify | LTN Episode 499: Conquering Self‑Doubt, with Tim Atler Apple | Spotify | LTN Episode 508: From Retreat to Rebrand, with Patricia Mancabelli Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Contranyms & Clarity in Legal Language 2:39 – Meet Jim Detert: Leadership Professor & Author of Choosing Courage 3:18 – Why Speaking Up at Work Feels So Hard 4:56 – Courage Is Not a Personality Trait: Debunking the Myths 6:28 – Practicing Bravery Like a Skill: The Importance of Reps 7:30 – Fear, Physiology, and Mindset: What's Really Holding You Back 10:40 – From Performance to Growth: Reframing Stress and Risk 13:18 – How to Start Tough Conversations Without Fluff 16:39 – When Courage Gets Risky: Speaking Up in Politicized Professions 20:20 – Values vs. Aspirations: What Do You Really Stand For? 26:51 – The Long-Term Costs of Staying Silent 28:49 – Building a Courage Ladder: Start Small, Scale Up 32:34 – First Steps to Practicing Everyday Courage 33:34 – Final Reflections: Leading with Bravery at Work
Learn how to navigate difficult conversations, manage risk, and lead with integrity in legal settings by building courage as a practical skill. In this conversation, Stephanie Everett is joined by Jim Detert, professor at UVA's Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work. Together, they explore why speaking up at work is so hard, how fear and stress shape behavior, and what lawyers can do to build confidence over time. Jim introduces tools like the “courage ladder” to help professionals take small, strategic steps toward more effective and values-aligned leadership. Legal professionals will gain: Skills to manage fear and prepare for high-stakes conversations A framework for building everyday workplace courage Insight into the cost of silence in legal practice Guidance on how to align personal values with professional conduct Ideal for lawyers, firm leaders, and legal professionals who want to take more intentional action in their work and leadership. Listen to our other episodes on personal leadership: Episode 491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN Episode 494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger Apple | Spotify | LTN Episode 499: Conquering Self‑Doubt, with Tim Atler Apple | Spotify | LTN Episode 508: From Retreat to Rebrand, with Patricia Mancabelli Apple | Spotify | LTN If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Contranyms & Clarity in Legal Language 2:39 – Meet Jim Detert: Leadership Professor & Author of Choosing Courage 3:18 – Why Speaking Up at Work Feels So Hard 4:56 – Courage Is Not a Personality Trait: Debunking the Myths 6:28 – Practicing Bravery Like a Skill: The Importance of Reps 7:30 – Fear, Physiology, and Mindset: What's Really Holding You Back 10:40 – From Performance to Growth: Reframing Stress and Risk 13:18 – How to Start Tough Conversations Without Fluff 16:39 – When Courage Gets Risky: Speaking Up in Politicized Professions 20:20 – Values vs. Aspirations: What Do You Really Stand For? 26:51 – The Long-Term Costs of Staying Silent 28:49 – Building a Courage Ladder: Start Small, Scale Up 32:34 – First Steps to Practicing Everyday Courage 33:34 – Final Reflections: Leading with Bravery at Work Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Jeff returns after a few weeks off — and explains how one press conference in Chicago spiraled into a fabricated international incident with the Mexican government. Representing Ovidio Guzmán (El Chapo's son) became less about legal defense and more about being scapegoated by terrified politicians. In the end, free speech and the truth will always shine through. And the Mexican people? Jeff notes that his respect for them has grown exponentially.Also covered: Hamas' newest PR strategy — letting Gaza starve while hoarding food in tunnels and filming propaganda videos of emaciated kids (whose fat parents are somehow not starving). The lies grow louder, the propaganda slicker, and yet Western liberal and far-right Jew haters just can't stop blaming Israel and taking it out on Jews. All while the next mayor of NYC will be a Hamas cheerleader who wants government-owned supermarkets and to arrest the Prime Minster of Israel. The downward spiral that began in 2008 nears completion.And finally, Jeff goes full collector mode: a breakdown of the baseball card National Show in Chicago. Too many rooms, too many scammers, but one glorious vintage Orioles cabinet card makes the entire hellscape worth it.
Many law firm owners want to foster inclusive workplaces—but aren't sure how to do it without missteps or performative gestures. Professor Tanya Hernandez of Fordham Law School joins Stephanie Everett to unpack what DEI really means, where it comes from legally, and how small firms can approach it with clarity and intention. The conversation explores how unconscious bias shows up in hiring and evaluation, why culture fit can be a red flag, and how to implement practical guardrails that promote fairness without needing a big HR department. Tanya also clears up legal misconceptions about DEI post–Supreme Court ruling and offers smart, research-backed tips for making firms more equitable—without making a scene. This episode is a thoughtful guide for law firm leaders who want to build stronger, fairer teams—one intentional decision at a time. Listen to our other episodes on DEI & Belonging: #450: The Power of Building Belonging, with Dr. Terrell Strayhorn Apple | Spotify | Lawyerist #105: How Small Firms Can Promote Diversity, with Dr. Heather Hackman Apple | Lawyerist #242: Brave, Not Perfect, with Reshma Saujani Apple | 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: 2:09 – Meet Professor Tanya Hernandez: DEI Legal Scholar 2:44 – What DEI Really Means: The Civil Rights Foundation 6:41 – Why Small Firms Should Care: The High Stakes of Small Teams 9:46 – Culture Fit or Bias? Rethinking How We Hire 17:04 – Guardrails: Tools to Catch Your Own Bias 22:07 – Is Your Culture Inclusive? Rethinking Team Bonding 24:04 – Where to Start: Learning from the Next Generation 26:14 – Asking the Right Questions: Curiosity Without Burden 28:27 – DEI Is Not Illegal: Clarifying Misconceptions 30:54 – Skip the Slogans: Doing the Real Work Without Performative DEI
Many law firm owners want to foster inclusive workplaces—but aren't sure how to do it without missteps or performative gestures. Professor Tanya Hernandez of Fordham Law School joins Stephanie Everett to unpack what DEI really means, where it comes from legally, and how small firms can approach it with clarity and intention. The conversation explores how unconscious bias shows up in hiring and evaluation, why culture fit can be a red flag, and how to implement practical guardrails that promote fairness without needing a big HR department. Tanya also clears up legal misconceptions about DEI post–Supreme Court ruling and offers smart, research-backed tips for making firms more equitable—without making a scene. This episode is a thoughtful guide for law firm leaders who want to build stronger, fairer teams—one intentional decision at a time. Listen to our other episodes on DEI & Belonging: #450: The Power of Building Belonging, with Dr. Terrell Strayhorn Apple | Spotify | Lawyerist #105: How Small Firms Can Promote Diversity, with Dr. Heather Hackman Apple | Lawyerist #242: Brave, Not Perfect, with Reshma Saujani Apple | 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: 2:09 – Meet Professor Tanya Hernandez: DEI Legal Scholar 2:44 – What DEI Really Means: The Civil Rights Foundation 6:41 – Why Small Firms Should Care: The High Stakes of Small Teams 9:46 – Culture Fit or Bias? Rethinking How We Hire 17:04 – Guardrails: Tools to Catch Your Own Bias 22:07 – Is Your Culture Inclusive? Rethinking Team Bonding 24:04 – Where to Start: Learning from the Next Generation 26:14 – Asking the Right Questions: Curiosity Without Burden 28:27 – DEI Is Not Illegal: Clarifying Misconceptions 30:54 – Skip the Slogans: Doing the Real Work Without Performative DEI Learn more about your ad choices. Visit megaphone.fm/adchoices
Your law firm isn't just a business—it's an evolving system. And what works in one stage of growth can sink you in another. In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next. Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard's redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning. Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you're building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now. Listen to our other episodes on Law Firm Growth : #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Episode Introduction and the Power of Unplugged Vacations 4:49 – Tabs3 Spotlight: Practice Management That Adapts to You 14:48 – Why the Small Firm Scorecard™ Got a Makeover 16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity 19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth 21:00 – Mapping Your Firm's Stage: Launch, Build, Grow, or Exit 27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab 30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer 34:38 – What to Do Next: Take the Scorecard, Get a Plan
Your law firm isn't just a business—it's an evolving system. And what works in one stage of growth can sink you in another. In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next. Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard's redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning. Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you're building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now. Listen to our other episodes on Law Firm Growth : #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 0:00 – Episode Introduction and the Power of Unplugged Vacations 4:49 – Tabs3 Spotlight: Practice Management That Adapts to You 14:48 – Why the Small Firm Scorecard™ Got a Makeover 16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity 19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth 21:00 – Mapping Your Firm's Stage: Launch, Build, Grow, or Exit 27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab 30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer 34:38 – What to Do Next: Take the Scorecard, Get a Plan Learn more about your ad choices. Visit megaphone.fm/adchoices
Many lawyers feel overwhelmed by never-ending to-do lists, constant context-switching, and the mental clutter of trying to keep it all straight. In this episode, Zack Glaser talks with productivity pioneer David Allen, author of Getting Things Done (GTD), about how lawyers can break free from chaos and reclaim control—both personally and as a team. David shares the five key steps of the GTD framework and explains why a “clear mind” isn't a luxury —it's a leadership necessity. You'll learn how to stop relying on your brain as a filing cabinet, how to set up simple systems that actually stick, and how to build a law firm culture where everyone knows what to do next. We also explore concepts from his new book, Team: Getting Things Done with Others, including how to reduce bottlenecks, clarify roles, and avoid burnout by working smarter not just harder. Whether you're a solo lawyer juggling everything or a leader scaling a team, this episode will help you create space to think, lead, and grow. Listen to our other episodes on systems & productivity: #419: Free Yourself from Productivity, with Oliver Burkeman Apple | Spotify | Lawyerist #514: The Hidden Value of Doing Less, with Leidy Klotz Apple | Spotify | Lawyerist #485: Unleash Your Law Firm's Potential with an Internal Coach, with Robin Carberry Apple | Spotify | Lawyerist #516: Flexing Your Discipline Muscle to Stay Motivated, with Sara Muender Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Introduction: What Is GTD and Why Lawyers Need It 00:46 – Staying Ahead of the Wave: Zack's GTD Takeaway 02:18 – Brain Dumping for Clarity: A Lawyer Coaching Example 05:34 – Introducing the Small Firm Scorecard 09:54 – Meet David Allen: Creator of Getting Things Done (GTD) 13:47 – Mind Like Water: The Mental State of True Productivity 15:59 – Your Brain Is a Terrible Office: The 5 Steps of GTD 24:52 – From Inbox to Action: Making Systems Stick 27:06 – Avoiding Burnout with Weekly Reviews 31:25 – From High Performer to Dysfunctional Team 34:46 – The Soccer Analogy: Great Players Still Need Teamwork 39:28 – The Power of Saying No: GTD's Boldest Lesson 42:32 – First Steps: Start by Capturing What's on Your Mind
Many lawyers feel overwhelmed by never-ending to-do lists, constant context-switching, and the mental clutter of trying to keep it all straight. In this episode, Zack Glaser talks with productivity pioneer David Allen, author of Getting Things Done (GTD), about how lawyers can break free from chaos and reclaim control—both personally and as a team. David shares the five key steps of the GTD framework and explains why a “clear mind” isn't a luxury —it's a leadership necessity. You'll learn how to stop relying on your brain as a filing cabinet, how to set up simple systems that actually stick, and how to build a law firm culture where everyone knows what to do next. We also explore concepts from his new book, Team: Getting Things Done with Others, including how to reduce bottlenecks, clarify roles, and avoid burnout by working smarter not just harder. Whether you're a solo lawyer juggling everything or a leader scaling a team, this episode will help you create space to think, lead, and grow. Listen to our other episodes on systems & productivity: #419: Free Yourself from Productivity, with Oliver Burkeman Apple | Spotify | Lawyerist #514: The Hidden Value of Doing Less, with Leidy Klotz Apple | Spotify | Lawyerist #485: Unleash Your Law Firm's Potential with an Internal Coach, with Robin Carberry Apple | Spotify | Lawyerist #516: Flexing Your Discipline Muscle to Stay Motivated, with Sara Muender Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 – Introduction: What Is GTD and Why Lawyers Need It 00:46 – Staying Ahead of the Wave: Zack's GTD Takeaway 02:18 – Brain Dumping for Clarity: A Lawyer Coaching Example 05:34 – Introducing the Small Firm Scorecard 09:54 – Meet David Allen: Creator of Getting Things Done (GTD) 13:47 – Mind Like Water: The Mental State of True Productivity 15:59 – Your Brain Is a Terrible Office: The 5 Steps of GTD 24:52 – From Inbox to Action: Making Systems Stick 27:06 – Avoiding Burnout with Weekly Reviews 31:25 – From High Performer to Dysfunctional Team 34:46 – The Soccer Analogy: Great Players Still Need Teamwork 39:28 – The Power of Saying No: GTD's Boldest Lesson 42:32 – First Steps: Start by Capturing What's on Your Mind Learn more about your ad choices. Visit megaphone.fm/adchoices
Most law firm owners build a business that depends entirely on them—then wonder why no one wants to buy it. In this episode, we talk with Victoria Collier, founder of Quid Pro Quo, about how to build a firm that's not only profitable, but truly sellable. Victoria shares what she learned selling her own estate planning and elder law firm after 18 years—and how she now helps other lawyers do the same. You'll learn what buyers actually look for (hint: it's not just revenue), why your firm needs to run without you, and how a shift in mindset can create more freedom and future value. Victoria also shares surprising truths about law firm sales—like the possibility of getting cash upfront—and how AI is quickly becoming a key part of due diligence for buyers and sellers alike. Listen to our other episodes on the selling your practice: #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | Lawyerist #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 - Introduction: The Mindset of a Sellable Law Firm 02:45 - The Dangers of Being the Bottleneck: Why Delegation Matters 06:58 - Lessons from a Successful Firm Sale: What Works and What Doesn't 09:22 - What Buyers Look For: Red Flags and Green Lights in Your Firm 21:52 - Surprising Realities of Selling a Law Firm: Financing and Debt 31:21 - AI's Role in Increasing Your Firm's Value 34:02 - Life After Law: Preparing for Your Next Chapter 36:46 - The Fundamental Mindset Shift: Owning a Business, Not Just a Job 37:50 - Taking the First Steps Toward a Sellable Firm
Most law firm owners build a business that depends entirely on them—then wonder why no one wants to buy it. In this episode, we talk with Victoria Collier, founder of Quid Pro Quo, about how to build a firm that's not only profitable, but truly sellable. Victoria shares what she learned selling her own estate planning and elder law firm after 18 years—and how she now helps other lawyers do the same. You'll learn what buyers actually look for (hint: it's not just revenue), why your firm needs to run without you, and how a shift in mindset can create more freedom and future value. Victoria also shares surprising truths about law firm sales—like the possibility of getting cash upfront—and how AI is quickly becoming a key part of due diligence for buyers and sellers alike. Listen to our other episodes on the selling your practice: #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | Lawyerist #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 - Introduction: The Mindset of a Sellable Law Firm 02:45 - The Dangers of Being the Bottleneck: Why Delegation Matters 06:58 - Lessons from a Successful Firm Sale: What Works and What Doesn't 09:22 - What Buyers Look For: Red Flags and Green Lights in Your Firm 21:52 - Surprising Realities of Selling a Law Firm: Financing and Debt 31:21 - AI's Role in Increasing Your Firm's Value 34:02 - Life After Law: Preparing for Your Next Chapter 36:46 - The Fundamental Mindset Shift: Owning a Business, Not Just a Job 37:50 - Taking the First Steps Toward a Sellable Firm Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the Lawyerist Podcast offers a thorough exploration of understanding introversion, shyness, and social anxiety, and how these traits can be leveraged as strengths, particularly in the legal profession. You'll hear Zack Glaser's conversation with law professor and author Heidi Brown, who shares insights from her book, The Introverted Lawyer. Heidi provides clarity on the distinctions between being an introvert—someone who processes information internally and recharges with solitude—versus shyness or social anxiety, which stem from a fear of judgment or criticism. Heidi Brown, a public speaker and author who identifies as an introvert, demonstrates that it's possible to be confident and professionally effective while embracing introversion. You'll discover how introversion can be a "superpower," bringing valuable assets such as active listening, thoughtful problem-solving, empathy, sensitivity to nuance, and strong writing skills to any professional dynamic. The conversation also covers practical steps for introverts to show up authentically and confidently, including mental and physical reflection techniques, reframing negative self-talk, and developing pre-game and game-day routines for high-pressure situations. Heidi offers perspectives on supporting introverted team members to foster a shared vocabulary around individual strengths. Learn how to recognize and harness your unique qualities, or those of your team, to excel in the legal profession. Listen to our other episodes: #564: The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender Apple Podcasts | Spotify | Lawyerist #535: Lawyer Burnout: 5 Hidden Signs You're About to Crash, with Natasha Evans Apple Podcasts | Spotify | Lawyerist #506: Managing Stress & Avoiding Burnout, with Emily Nagoski Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 Introversion, Shyness, and Social Anxiety Defined 05:14 Internal vs. External Processing: Understanding Different Communication Styles 15:56 Introversion as a Superpower in the Legal Profession 18:32 Authenticity and Confidence: Mental and Physical Strategies 25:52 Embracing the Blush: Reframing Physical Responses 30:52 Building Confidence: The Power of Pregame and Game Day Routines 34:29 Supporting Introverts in the Workplace 41:36 Your Place in Law: A Message of Empowerment
What happens when a lawyer stops accepting inefficiency as “just the way things are”? In this episode, Zack Glaser talks with attorney and legal tech founder Katya Fisher about her journey from launching a solo practice during the Great Recession to building scalable tools for transactional lawyers. Katya shares how her legal experience—spanning BigLaw, in-house, and solo practice—revealed pain points in the dealmaking process that technology still hadn't solved. She explains how she went from identifying those issues to building software that brings clarity, organization, and efficiency to high-stakes legal work. Along the way, Katya unpacks: The scrappy start to her legal career How working solo gave her an edge inside a global corporate group What legal professionals need to know about scaling their ideas Why tech tools fail lawyers—and how that can change Whether you're a lawyer thinking beyond the billable or simply curious how innovation happens in the legal world, this episode delivers practical insights with an entrepreneurial twist. Listen to our other episodes on entrepreneurship: #411: Staying Entrepreneurial at a Bigger Firm, with Nick Pleasants Apple Podcast | Lawyerist #268: Riding the Entrepreneurial Rollercoaster, with Cameron Herold Apple Podcast | Lawyerist #205: Entrepreneurial Poverty & Why Average Law Firms Lose, with Mike Michalowicz Apple Podcast | 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: The Entrepreneurial Lawyer 01:02 Quarterly Planning: Intentional Business Growth 07:15 Solo Practice Origins: Scrappy Beginnings 13:36 The Competitive Advantage of Broad Experience 17:51 ADHD as a Superpower: Hyperfocus and Foresight 23:36 Accurately Identify a Business Problem 30:40 From Idea to Product: Building a Product or Workflow 36:10 Articulating Vision and Gaining Buy-In 41:14 Lessons Learned: Advice for Aspiring Innovators
In this podcast Jeff discusses a moment he never dreamed would occur: Iran's nuclear facilities were destroyed by America and Iran is finally punished for its global terror. Every President from Carter through Biden looked the other way or appeased Iran's terrorism — Trump did not. Jeff eats some crow but points out the MAGA leading voices who sided with the Muslim terror state that tried to kill our President. And an update on Jeff's federal fraud sentencing before his fraternity brother. It was a hoot, it was surreal and it brought back a lot of memories.
This special remastered episode of the Lawyerist Podcast features Stephanie's conversation with Geoff Woods, author of The AI-Driven Leader. We're re-releasing it due to positive feedback on the depth of this discussion, ensuring you'll gain new insights and "aha!" moments with every listen. In this episode, we explore AI's transformative power, viewing it not as a threat, but as a liberator that enhances our work. We dive into the five core human skills to emphasize in an AI-driven world: strategic thinking, problem-solving, communication, collaboration, and creation. We demonstrate how to leverage AI strategically, from evaluating business plans to acting as a growth-minded board member, and you'll hear how we're integrating AI into our own leadership meetings. Geoff shares real-world examples of using AI as a "thought partner" to stress-test major strategic decisions, even creating an "AI board of advisors." He also provides practical applications for lawyers, such as using AI to review NDAs, stress-test legal arguments, and role-play closing arguments with AI as your jury. To guide your own AI journey, Geoff outlines his "CRIT" framework (Context, Role, Interview, Task) for effective prompting and highlights the importance of understanding AI model settings for data privacy and confidentiality. Listen to our other episodes on the AI revolution: #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple Podcasts | Spotify | Lawyerist #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple Podcasts Spotify Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. The AI-Driven Leader Chapters/Timestamps: 0:00 - Episode Introduction and Why This Remastered Version is Special 1:22 - AI as the Next Big Shift for Lawyers 6:28 - Geoff Woods: Redefining Leadership in the AI Era 9:11 - The Five Core Human Skills Enhanced by AI 10:36 - Strategic AI: Beyond Basic Tasks 14:24 - AI as Your Strategic Thought Partner 19:47 - Navigating AI: Threat vs. Opportunity for Lawyers 20:56 - Practical AI Applications: NDA Review and Valuation 28:51 - Building Your AI Habit: The "CRIT" Framework 32:19 - AI Security and Data Privacy for Legal Professionals 34:40 - The Risk of Inaction and Building the Future Firm
This week Jeff opens with the long-awaited Israeli strike on Iran's nuclear infrastructure, a dazzling military operation years in the making. But instead of support for Israel, Jeff is stunned by the response: hatred not only from the far left but now pouring out of MAGA's biggest names. Yes, the Trump-right has joined Hamas and the progressive left in their obsessive Jew hatred, and Jeff is seething.Trump, meanwhile, couldn't resist taking credit for the Israeli success after the fact, even though he reportedly tried to block the strike for months. And if he actually helped, why didn't he greenlight American B-52s to finish the job on the underground nuke sites? Why is he trying to make a huge deal when the world's biggest sponsor of terror is on its knees?Also this week: a tale of how a young lawyer buying his first suits comes full circle 30 years later, this time as a man paying cash with 44 tailored suits under his belt. Plus, Jeff faces a federal judge he went to college with and admits, despite all of his own accomplishments, the judge is the better man.As always, Jeff pulls no punches. Not for MAGA. Not for Trump. Not for the far left. And certainly not for anyone siding with the world's worst terror regime.
In this insightful episode of the Lawyerist Podcast, we invite you to explore the profound interplay between personal resilience and professional advancement. Join business coach Sara Muender and host Zack Glaser as they guide us through the essential process of reframing failure and leveraging hardships for significant growth. You'll discover how encountering obstacles or experiencing a dip in professional momentum often reveals deeper, underlying emotional dynamics. We underscore the critical importance of emotional intelligence and the strategic prioritization of human experience over purely technical or strategic solutions. Sara shares how AI tools, while invaluable for streamlining operations like project management, also provide significant support in mitigating overwhelm and burnout, allowing you to shift focus from mere tasks to your overall well-being. This conversation offers a compelling perspective on navigating your unique challenges, emphasizing that genuine resilience stems from directly engaging with difficulties, not from avoiding them. We'll discuss why comparing your professional journey to others can be unproductive and how embracing even uncomfortable emotions can become a potent catalyst for your development. If you're seeking to cultivate a more robust understanding of your professional hurdles and harness emotional intelligence for sustained success, this episode provides invaluable guidance. 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. #516: Flexing Your Discipline Muscle to Stay Motivated, with Sara Muender Apple Podcasts | Spotify | Lawyerist #535: Lawyer Burnout: 5 Hidden Signs You're About to Crash, with Natasha Evans Apple Podcasts | Spotify | Lawyerist #506: Managing Stress & Avoiding Burnout, with Emily Nagoski Apple Podcasts | Spotify | Lawyerist Chapters: 00:00 - Introduction & AI's Role in Work 01:50 - AI for Project Scoping & Management 03:47 - AI, Client Feedback & Emotional Intelligence 04:40 - Overcoming Overwhelm with AI 07:10 - Finding "The Gift in the Struggle" 08:04 - Battling Burnout & Comparison Traps 13:53 - The Power of Slowing Down 16:11 - Embracing Failure & Building Resilience 22:29 - Failure as Data, Not Personal Worth 23:41 - Personal Tragedy & Finding Meaning 29:22 - The Relativity of Pain & Self-Improvement 34:35 - Facing Hard Truths & Growth
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