Podcasts about marketcircle

Ali "AJ" Jetha, CEO of Marketcircle and creator of the Mac-native Daylite CRM, joins Nicholas Kuhne to unpack what it takes to build a SaaS brand in a competitive and ever-evolving space. AJ opens up about bootstrapping, battling giants like HubSpot and Monday.com, and how Daylite is redefining value for small businesses by focusing on usability, offline access, and integrated features that don't break the bank.

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“So that day I decided I'm going to start a company. Had I known how difficult it is... I mean, but then, that naivety is essential. You've got to just take the plunge and then you'll figure it out.”Entrepreneurship is like running a marathon through a minefield, blindfolded, and our guest managed to cross the finish line with style. Born in the Congo, AJ's family faced adversity straight out of a Hollywood drama. They fled the country, lost everything, and landed in Canada with nothing but their grit. Fast-forward, AJ built a multimillion-dollar SaaS company, all while proving that persistence isn't just a virtue—it's a business model. Along the way, he learned what's truly important: adaptability, taking risks (even sweeping floors for free), and creating value by solving real-world problems. This is a story of rejection, reinvention, and relentless optimism.Alikhan "AJ" Jetha is a software visionary and cofounder of Marketcircle, a leading SaaS company providing tools like ‘Daylite' to empower small businesses with effortless customer, sales and project management. Born in the Congo and displaced as a child, AJ's entrepreneurial path has been shaped by his unique experiences, relentless determination, and passion for enabling small businesses to thrive.Learn more and connect:https://www.marketcircle.com/Expert Action Steps Believe in yourself and address doubts holding you back. Imagine the future you want and set clear visions. Work hard and stay committed to achieving your goals.Visit https://www.eCircleAcademy.com and book a success call with Nicky to take your practice to the next level.

AJ (Alykhan Jetha), CEO and CTO of Marketcircle, joins the Elixir Wizards to share his experience building and evolving Daylite, their award-winning CRM and business productivity app for Apple users. He details his experiences as a self-taught programmer and how Marketcircle has navigated pivots, challenges, and opportunities since its founding in 1999. AJ explains why they migrated Daylite's backend to Elixir, focusing on their sync engine, which demands high concurrency and fault tolerance. He highlights how Elixir has improved performance, reduced cloud costs, and simplified development with its approachable syntax and productive workflows. The conversation also touches on the technical hurdles of deploying native apps for Apple devices and the potential for integrating new technologies like LiveView Native to streamline cross-platform development. For technical founders, AJ emphasizes the importance of leveraging your strengths (“superpowers”), staying deeply connected to the development process, and finding stability in tools like Elixir amidst a rapidly evolving tech ecosystem. He also shares Marketcircle's roadmap for migrating more customers to Elixir-powered systems and explores the potential for new features in their native apps. Tune in for insights on building resilient systems, navigating technical and business challenges, and how Elixir is shaping Marketcircle's future. Topics discussed in this episode: AJ's journey as a self-taught programmer and entrepreneur Marketcircle's evolution since 1999 and lessons from their pivots Daylite's growth as a flagship product for Apple users Migrating to Elixir for high concurrency and fault tolerance How Elixir improved performance and reduced cloud costs The simplicity of Elixir and its impact on developer onboarding Challenges in managing a growing microservices architecture Insights into deploying native apps for the Apple ecosystem Exploring LiveView Native for future cross-platform development Advice for technical founders: leveraging your superpowers Staying connected to development to maintain system understanding The role of Elixir in improving development efficiency and stability Planning gradual customer migrations to an Elixir-powered backend Potential new features for Daylite's native apps Benefits of collaboration with the Elixir community #ElixirMullet -- native app in the front, Elixir in the back Navigating a rapidly evolving tech ecosystem as a founder Leveraging Elixir to future-proof Marketcircle's systems Balancing technical and business priorities in a startup environment AJ's thoughts on the future of Elixir in powering business tools Links mentioned: https://www.marketcircle.com/ Daylite.app https://www.nextcomputers.org/ https://www.digitalocean.com/ Python Async https://docs.python.org/3/library/asyncio.html https://github.com/sinatra/sinatra https://github.com/dependabot https://kafka.apache.org/ https://www.djangoproject.com/ https://github.com/socketry/falcon https://github.com/puma/puma https://www.swift.org/blog/announcing-swift-6/ https://en.wikipedia.org/wiki/Async/await https://www.ffmpeg.org/ https://www.sqlite.org/ https://github.com/commanded/commanded https://pragprog.com/titles/khpes/real-world-event-sourcing/ https://en.wikipedia.org/wiki/ShipofTheseus https://reactnative.dev/ https://www.electronjs.org/ https://en.wikipedia.org/wiki/WebOS https://www.linkedin.com/in/alykhanjetha/ https://bsky.app/profile/ajetha.bsky.social Special Guest: Alykhan Jetha.

Discover how modern tools and strategic approaches can revolutionize your law firm's efficiency and accuracy. Join my next guest, Debbie Foster of Affinity Consulting Group, as we explore innovative solutions and receive expert insights from industry leader Debbie Foster to help you stay ahead in the ever-evolving legal landscape! Debbie is a seasoned expert with 23 years at Affinity, where she excels in strategic project management, team leadership, and client relations. Her career began in 1994, revolutionizing efficiency in a fine-dining Italian restaurant and managing cultural change in a chain of dry-cleaning stores. With a background as an emergency medical technician, Debbie's exceptional triage skills and her superpower of building relationships with challenging personalities make her an invaluable asset. She thrives on working with her team to achieve strategic goals, ensuring remarkable client experiences and a positive workplace culture. Join Debbie and me as we discuss the following three questions and more. What are the top three areas where attorneys are underprepared with their firm software needs? What are the top three software utility programs that lawyers should use? What are the top three areas of legal practice that need more innovation, and what should an average attorney do? In our conversation, we cover the following: [00:51] A Peek into Debbie's Tech Setup [03:27] Three Key Software Areas Where Attorneys Often Fall Short [12:13] Top Three Software Utility Programs Every Lawyer Should Use [20:22] Top Three Areas of Legal Practice Needing Innovation and How Attorneys Can Address Them Resources: Connect with Debbie: Email: 

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet. Join Jason and me as we discuss the following three questions and more! What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only? What three pieces of tech software and hardware make working with virtual remote services seamless? What are the top three tips when communicating with clients through an LPM, text, or email? In our conversation, we cover the following: [01:11] Jason's Mac-based Legal Practice [11:00] Essential Tech for Solos and Small Firms [21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration [31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form [34:34] Connect with Jason Resources: Connect with Jason: LinkedIn: linkedin.com/in/jasonmrice/ Website: dirigo-divorce.com/ Hardware mentioned in the conversation: External monitors Apple XDR: apple.com/pro-display-xdr/ Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Calendly: calendly.com/ Clio: clio.com/ Daylite: marketcircle.com/legal/ Fastcase: fastcase.com/ Google Voice: voice.google.com/ HumbleFax: humblefax.com/ Kofax: knowledge.kofax.com/ Marketcircle: marketcircle.com/ Nuance Power PDF: shop.nuance.com/store/nuanceus Posh Virtual Receptionist Service: posh.com/ Ruby Receptionists: ruby.com/  

Alykhan Jetha is an entrepreneur, bootstrapper, underdog, President & CEO, of Marketcircle. He studied computer hardware in college & found a love for programming. He founded Marketcircle, a software company developing award-winning business apps for the Mac, iPhone & iPad. He bootstrapped his company from nothing to a team of 40+ passionate individuals with thousands of customers globally. About Mr. Alykhan Jetha Alykhan Jetha is an entrepreneur, bootstrapper, underdog, President & CEO, of Marketcircle He studied computer hardware in college & found a love for programming. He founded Marketcircle, a software company developing award-winning business apps for the Mac, iPhone & iPad. --- Support this podcast: https://anchor.fm/tbcy/support

David Burkus is a best-selling author, a sought-after keynote speaker, and an associate professor of leadership and innovation at Oral Roberts University. His newest book, https://davidburkus.com/books/friend-of-a-friend/ (Friend of a Friend), offers leaders a new perspective on how to grow their networks and build key connections – based on the science of human behavior, not just rote networking advice.   This is a re-run of the classic episode where we discuss the lessons in this new book and how we can put them into practice after taking a break from our normal routine to share how I first came to learn about David: https://learn.davidburkus.com/p/super-connector-summit (The Super Connector Summit).   Resources: Learn more at https://davidburkus.com/ (davidburkus.com) Connect with David: https://twitter.com/davidburkus (Twitter) | https://www.facebook.com/drdavidburkus (Facebook) | https://www.linkedin.com/in/davidburkus/ (LinkedIn) Listen to https://davidburkus.com/category/podcast/ (Radio Free Leader by David Burkus) Check out the https://learn.davidburkus.com/p/super-connector-summit (Super Connector Summit) Watch: https://www.youtube.com/watch?v=xFrqZjIDE44 (“How To Hack Networking | David Burkus | TEDxUniversityofNevada”)   If you've enjoyed the podcast, http://getpodcast.reviews/id/1086406592 (please head to iTunes and leave a rating & review for the show)! It only takes a moment, and really helps me to reach new listeners. You can also http://www.thelawentrepreneur.com/ (head to the website at TheLawEntrepreneur.com) for more information on the podcast and my legal services.   Thank you to our sponsors! http://callruby.com/lawentrepreneur (Ruby Receptionist) – Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time – to learn more, go to http://callruby.com/lawentrepreneur (callruby.com/lawentrepreneur) or call 844.895.7829 https://www.marketcircle.com/daylite/ (Daylite by Marketcircle) – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads http://spotlightbranding.com/tle (Spotlight Branding) – Web presence and branding for law firms – Get a FREE web assessment at http://spotlightbranding.com/tle/ (spotlightbranding.com/tle) The Law Entrepreneur is produced by http://www.podcastmasters.net/ (Podcast Masters)

Bootstrapping entrepreneur Alykhan Jetha (AJ), CEO of Marketcircle Inc., the developer of award-winning Daylite CRM for Mac-based small businesses, discusses the driving forces that led him to become an entrepreneur, with hosts Al & Robin. His ambition to grow Marketcircle into a leading, international, small business productivity software company has been realized but AJ has weathered many storms over the past 20+ years on his journey and shares some insight into the obstacles he has personally faced, and how he overcome them. Brought to you by Aria Benefits and Life & Legacy Advisory Group

Bootstrapping entrepreneur Alykhan Jetha (AJ), CEO of Marketcircle Inc., the developer of award-winning Daylite CRM for Mac-based small businesses, discusses the driving forces that led him to become an entrepreneur, with hosts Al & Robin. His ambition to grow Marketcircle into a leading, international, small business productivity software company has been realized but AJ has weathered many storms over the past 20+ years on his journey and shares some insight into the obstacles he has personally faced, and how he overcome them. Brought to you by Aria Benefits and Life & Legacy Advisory Group

Bootstrapping entrepreneur Alykhan Jetha (AJ), CEO of Marketcircle Inc., the developer of award-winning Daylite CRM for Mac-based small businesses, discusses the driving forces that led him to become an entrepreneur, with hosts Al & Robin. His ambition to grow Marketcircle into a leading, international, small business productivity software company has been realized but AJ has weathered many storms over the past 20+ years on his journey and shares some insight into the obstacles he has personally faced, and how he overcome them. Brought to you by Aria Benefits and Life & Legacy Advisory Group

Hi and a warm welcome to Episode #45 of The Elevate Business Podcast. We have the pleasure of introducing you to Alykhan Jetha, President and CEO at Marketcircle.Founding the company back in 1999, Alykhan and his team support small business development software needs, servicing thousands of customers across the globe, which has earned them many accolades including an Apple Design Award. We are excited to learn more about Alykhan's insights and about the team at Marketcircle.For more on Alykhan: https://www.linkedin.com/in/alykhanjetha/For more on Marketcircle: https://www.linkedin.com/company/marketcircle/

This week Tim chats with Melissa and Ryan Cash about Pok Pok and Snowman and their Apple Design Award winning apps, Pok Pok Playroom, Alto's Adventure and Alto's Odyssey. We discuss the origins of apps built by Snowman and the genesis of Pok Pok. As a bonus Ryan shares how to prepare an app for Apple Arcade. Special Guests: Melissa Cash and Ryan Cash.

My next guest is Alykhan “AJ” Jetha. AJ is the President and CEO of Marketcircle, Inc. Marketcircle is developer of small business software for the Mac, iPhone and iPad including the client relations management program Daylite*. I am super excited to have AJ on as a guest as I use Daylite in my law practice. As you will hear, I got a little overly excited as I asked additional questions beyond my initial three: Bonus Question - What are three ways you are using technology to transition back to the brick and mortar post COVID, if at all? Q1 - What are three ways Daylite differs from other cloud-based CRMs? Q2 - What are three ways Daylite integrates with Apple-based programs for the benefits of the user? Q3 - What are three third-party integrations you can use with Daylite? Q3+ - What are three ways Daylite is looking forward to the future; what should users expect from their CRMs in the future? Editors Note: My apologies for some of the jingling you hear toward the end of the podcast. My youngest puppy Teddi decided to pay me a visit during the session.

Topics: This week we are excited to be joined Alykhan Jetha, the founder, president, and CEO of Marketcircle. Jerry talks about how impressed he is when he uses Daylite to run his own business. AJ explains how he came around to creating the app Daylite when it was originally for their own needs. Daylite was shown at Macworld when it first was created. AJ shares a story about when Apple approached him and the other creators of Daylite and how hectic the next couple of months were. The goal for Daylite is to help small businesses grow. The founders are working to make it easier to use in order to open it up for more people. Why has Marketcircle focused on sticking with the Apple platform? AJ talks about the evolution of Daylite and the big decisions/changes they had to make, including why they stayed native. Jerry recalls the early days of Daylite and he is impressed with how much easier it is to use compared to years ago. New improvements are coming to Daylite. Sam talks about the benefits of focusing on one platform. Jerry encourages viewers to look at Daylite since it has changed so much over the years. You can get a 30 day free trial here https://www.marketcircle.com . Sam talks about how helpful Daylite has been for him in communications with clients. Especially the ability to file emails for future reference. Jerry and Sam talk about how helpful mail integration features are on Daylite. AJ talks about ISO certifications. How has Daylite adapted to everything going on in the past year?

Michael Clark, COO of Marketcircle, joins Robin and Al to discuss his company's award winning business app, Daylite CRM, and how small businesses & teams can easily leverage technology to facilitate increased productivity and connections, whether in the office or remotely. Their conversation includes the importance of having the right tools in place in order to increase sales efficiency, improve your marketing message and ways to map out a clear sales or service process in order to create a more results driven environment.

Michael Clark, COO of Marketcircle, joins Robin and Al to discuss his company's award winning business app, Daylite CRM, and how small businesses & teams can easily leverage technology to facilitate increased productivity and connections, whether in the office or remotely. Their conversation includes the importance of having the right tools in place in order to increase sales efficiency, improve your marketing message and ways to map out a clear sales or service process in order to create a more results driven environment.

Michael Clark, COO of Marketcircle, joins Robin and Al to discuss his company's award winning business app, Daylite CRM, and how small businesses & teams can easily leverage technology to facilitate increased productivity and connections, whether in the office or remotely. Their conversation includes the importance of having the right tools in place in order to increase sales efficiency, improve your marketing message and ways to map out a clear sales or service process in order to create a more results driven environment.

About Andrea… Received a Bachelor of Science Degree in Criminal Justice from Long Beach State At the age of 8 she called George Lucas to see if she could work with him on future movies Youngest General Manager in eyeglass retailer LensCrafters’ history Launched her own training company at the age of 24 Speaker Member of the Direct Selling Women’s Alliance Loves social media. Andrea has 23,000+ followers (@Goforno) on twitter and posts daily on the Go for No! Facebook page which has over 30,000 followers. Featured on Fit Small Business’s Top Sales Influencers of 2018 list. Named One of 25 Sales Experts You Should Follow On Twitter by Hubspot and 25 Sales Influencers to Follow on Twitter by Salesforce.com and Live Hive. Named Top 100 Sales Influencers and Top 65 Women Business Influencers by Tenfold and 47 Top Sales Speakers and Influencers to Follow on Twitter by SummitSYNC. Listed in Top 5 Female Sales Experts To Follow For Tips on Increasing Sales Productivity by Marketcircle and 51 Top Sales Influencers You Should Follow On Twitter Immediately by ringDNA. Was featured on ‘Idol Chat’ a TV Guide Channel show where she was interviewed on how even idol rejects can be successful failures Andrea says: I teach business owners, entrepreneurs and salespeople at every level of experience how to reprogram the way they think about failure, rejection, and hearing the word, no to get better results. I believe this is the single biggest factor that keeps most people from achieving the lives and careers of their dreams. I most often speak at annual corporate sales conferences and business conventions to audiences ranging from 80 to 8000. I'm the co-author of the best-selling book, Go for No! Yes is the Destination, No is How You Get There. (#1 Amazon.com Sales & Selling Best-Seller which has remained in the top 20 for the last 9 years and has over 1000 5-star reviews.) I share the Go for No philosophies on many platforms to impact as many people as I can. linkedin.com/in/goforno Websites gofornokeynote.com (Go for No! Keynote Video) goforno.com (Go for No!) facebook.com/Goforno (Facebook NOtivation)

Kristie Holden is VP of Marketing for Marketcircle, a CRM software provider. In this interview she shares her point of view on how B2B influencers are helping B2B marketers overcome a lack of trust.

Kristie Holden is VP of Marketing for Marketcircle, a CRM software provider. In this interview she shares her point of view on how B2B influencers are helping B2B marketers overcome a lack of trust.

Following a question about apps for time and project management, Bernhard Kerres delves into more project management considerations. The right process comes before the tools. He himself uses Daylite from Marketcircle but that's only available on Apple platforms. Still, there are enough other tools out there which can support you in time and project management. More about the podcast and the book on www.beyourownmanager.com and www.hellostage.com. You can also support the podcast on www.patreon.com/bernhardkerres. Thanks for listening!

Margot Roberts is a solo practitioner who focuses on guardianship law – and I'll admit that, after filing a petition for guardianship, I wasn't really sure what the practice area entailed. So, this was an extremely enlightening conversation for me, in regards to what guardianship law is all about and how a solo practitioner can build a successful practice, and I hope you learn as much as I did.   Resources: LinkedIn: https://www.linkedin.com/in/margot-e-roberts-708955149/   If you've enjoyed the podcast, please head to Apple Podcasts and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads The Law Entrepreneur is a production of Crate Media

Molly McGrath is the CEO and founder of Hiring & Empowering Solutions, a company that takes a very unique approach to answering two of the most critical questions that I hear most frequently from solo and small firm practitioners: How do I go about hiring staff and how do I train my staff to best support my organization?   Molly has a unique take on outsourcing that I think will be invaluable to solo and small firm attorneys who want to stay focused on what they do best – like practicing law – but also want their business to run smoothly and efficiently.   Resources: Learn more at hiringandempowering.com The Team Empowerment Academy: theteamempowermentacademy.com/innercircle Listen: Hiring and Empowering Solutions Podcast LinkedIn: linkedin.com/in/molly-hall   If you've enjoyed the podcast, please head to Apple Podcasts and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads The Law Entrepreneur is a production of Crate Media

Today we're joined by a familiar face and a new face, Erin Gerstenzang and Megan Zavieh, who recently delivered a fabulous presentation at the ABA techshow titled “Care and Feeding of Social Media: Enhancing Your Presence Online.”   So, this episode is about why attorneys should be using social media – because it is an essential tool for communication with clients and potential clients – and how attorneys can do this more effectively and efficiently. We discuss overcoming the reluctance to join social media, how you can make the process of maintaining your online presence easier, the tools that will help you stay on top of using multiple platforms, and the evolving rules covering lawyers' use of social media.   Resources: Connect with Megan: LinkedIn | Twitter | Facebook Connect with Erin: LinkedIn | Twitter | Facebook Get free stock photos: unsplash.com Post to multiple social media channels: buffer.com   If you've enjoyed the podcast, please head to Apple Podcasts and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads The Law Entrepreneur is produced by Podcast Masters

Today, I'm sitting down with two of the people behind CASEpeer, a case management tool designed to support personal injury attorneys – and as a reformed personal injury litigator, I was blown away by the demonstration of this product. I don't have any stake in this company, and I don't get anything for having them on the show, but I really do believe it will be an absolute game changer in the personal injury space.   My guests are Gabriela Cubeiro, Director and co-founder of CASEpeer, and Darren Fancher, CEO of CASEpeer.   Resources: Learn more at https://www.casepeer.com/ (https://www.casepeer.com) Gabriela on LinkedIn: https://www.linkedin.com/in/gabriela-cubeiro/ Darren on LinkedIn: https://www.linkedin.com/in/darren-fancher-142321/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Today, we're discussing an interesting and important subject that I have been ignoring for too long: eDiscovery.   I had sort of willingly ignored this subject because I didn't fully understand it and didn't see it's applicability to my practice areas, but our industry has gotten to the point that we simply can't keep ignoring the needs and requirements of eDiscovery, especially given some recent changes in professional conduct rules for attorneys.   To teach us more about what eDiscovery is and why being mindful of it is so critical these days, we're joined by returning guests Brett Burney and Chelsey Lambert, who teamed up create the eDiscovery Buyers Guide. These two have a lot of valuable insight, and they created an extremely helpful resource that all small firm and solo attorneys should definitely take a look at.   Resources: Learn more at http://www.ediscoverybuyersguide.com Page Vault: https://www.page-vault.com/ (https://www.page-vault.com/) CaseFleet: https://www.casefleet.com/ Logikcull: https://www.logikcull.com/ Lexbe: https://www.lexbe.com/ Digital WarRoom: https://www.digitalwarroom.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Daya Naef is an attorney and the creator of a coaching program called The Success Partner, in which she provides direct coaching to those who are transitioning into law or a new area of law. We've talked to a few other legal coaches on the show before, but Daya brings the unique perspective of someone who comes from biglaw.   Resources: Learn more at https://www.thesuccesspartner.com/ LinkedIn: https://www.linkedin.com/in/dayanaef/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Melissa Fecak went through a number of different careers – like toy designer and veterinary technician – before starting family law 19 years ago, where she now focuses on mediation and collaborative law.   Her diverse background has resulted in a number of unique challenges and opportunities while growing her firm, and I think this episode will provide some valuable inspiration if you're also going through a difficult or unexpected transition, as well as some valuable insight into the collaborative law process.   Resources: Learn more at https://sjdivorcesolutions.com/ Facebook: https://www.facebook.com/SJDivorceSolutions/ Twitter: https://twitter.com/SJDivSolutions LinkedIn: https://www.linkedin.com/in/melissa-fecak-67a4b627/ MyCase: https://www.mycase.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Allison Williams is back and she has something new to share with us: Law Firm Mentor. Allison first joined the show back in episode 125, when she discussed creating one of the most successful child abuse defense practices in New Jersey (if not the most successful).   We talked about what it took to go from small firm attorney to CEO – Allison scaled her practice 846% in four years, and it is now a multi-million dollar business that only takes 5-10 hours of her week  – and that transformation is exactly what her new coaching program is designed to facilitate.   Full disclosure: I have no financial connection to Law Firm Mentor and I am not getting paid for having Allison on the program. I simply had the opportunity to check it out first-hand and I think she has a lot of value to offer solo and small firm practitioners.   Resources: Learn more at williams-law-group.lpages.co/law-firm-mentor/ Join the Law Firm Mentor Movement on Facebook Instagram: @law_firm_mentor Twitter: @Law_Firm_Mentor   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Storey Jones is the developer of a new platform called dtour.life, which I saw demonstrated at the ABA Techshow, and I think this is going to be a game-changing platform for family law attorneys. Dtour.life is the first dedicated SaaS divorce management platform, and in this episode, Storey shares all the ways it will save attorneys time, money, and aggravation – while making them better attorneys along the way.   Resources: Learn more at http://dtour.life/ (http://dtour.life) LinkedIn: https://www.linkedin.com/in/storeyjones/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Travis Luther is the creator of LawFather, an award-winning digital media agency for lawyers and law firms. They offer clients traditional digital marketing services like web design and search engine optimization, but on top of that, they create innovative mediation and trial support products like digital settlement brochures.   They also created a cloud-based app called https://trialline.net/ (TrialLine), and I think this could be a real game changer for how lawyers store, collate, and present information, particularly for litigation or settlement purposes. It's a quite a breakthrough for litigation management, and I think any attorney who frequently finds themselves presenting a timeline of events in court will want to check this out.   Resources: Learn more at https://www.lawfather.net/ (https://www.lawfather.net/) TrialLine: https://trialline.net/ Instagram: https://www.instagram.com/law.father/ Facebook: https://www.facebook.com/lawfather Twitter: https://twitter.com/LawFather LinkedIn: https://www.linkedin.com/in/luthermedia/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

I just saw Michael Simon and Andrew Pery present a fascinating discussion at the ABA Tech Show, and I knew it was something I had to share with all of you. Their talk focused on how attorneys can make robots work for them, and today, they're going to share how solo and small firm practitioners can use artificial intelligence and robots to grow or optimize their firms.   Michael is an eDiscovery and information governance expert and the Principal (and Ronin) at Seventh Samurai. He was also an early innovator using electronic evidence in cases. Andrew is a marketing executive with a lot of experience in content management and business process automation, and he actually earned a Master's of Law before he fell into the tech world. These two are now collaborating on a number of different products, one of which you may hear about any day now...   Resources: Michael on LinkedIn: https://www.linkedin.com/in/michael-simon-9400014/ Michael on Twitter: https://twitter.com/roninmikesimon Andrew on LinkedIn: https://www.linkedin.com/in/andrew-pery-3a536726/ ABBYY: https://www.abbyy.com   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Kimberly Bennett runs a boutique trademark and business strategy practice out of Atlanta that provides a subscription service for businesses all around the country. It is a flat fee for virtual general counsel law services, and it just might offer a glimpse at the future of professional service business models.   I'd never really considered a subscription-based business model for law firms before talking to Kimberly, and it really was an eye-opening conversation for me – and I think it will be for many of you, too. She's really passionate about driving the industry forward and changing some of our traditional law firm mindsets, and I am all for it.   Resources: Learn more at https://www.kbennettlaw.com/ (https://www.kbennettlaw.com/) LinkedIn: https://www.linkedin.com/in/kybennett/ Instagram: https://www.instagram.com/kbennettlaw/ Twitter: https://twitter.com/kbennettlaw Facebook: https://www.facebook.com/kbennettlaw CoSchedule: https://coschedule.com/ LawPay: https://lawpay.com/ Clio: https://www.clio.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Erin Gerstenznag is a technology wizard and a solo criminal defense practitioner, and today she shares how she uses technology to leverage her offerings as a criminal defense attorney. We'll learn how to use technology to gain efficiency and proficiency in a solo practice, including Erin's robust and well-thought-out client intake process, which covers everything from the initial phone call to the start of a legal matter.   Resources: Learn more at https://www.eringerstenzang.com/ Instagram: https://www.instagram.com/ehglawfirm/ LinkedIn: https://www.linkedin.com/in/eringerstenzang/ Twitter: https://twitter.com/EHGLawFirm Clio: https://www.clio.com/ Typeform: https://www.typeform.com/ Zapier: https://zapier.com/ HelloSign: https://www.hellosign.com/ LawPay: https://lawpay.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Chris Godfrey is an estate planning and elder law attorney out of South Bend, Indiana, which is also where he studied law at Notre Dame after competing as a professional football player for nine years. Chris's family members also lend their assistance to the practice, creating a very homey and familial space to develop his firm.   We discuss the flexibility of estate planning and elder law, the technology he uses for scheduling and billing, experiments with different marketing strategies, and moving away from a transactional business model towards a relationship-based business model.   Resources: Learn more at https://www.godfreylawoffices.com/ Calend.ly: https://calendly.com/ LawPay: https://lawpay.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Moshe Amsel spent 20 years in the information technology industry before becoming an accountant and business advisor for small businesses, and he now has a successful accounting firm called Dream Builder Financial, which includes a law firm growth coaching program called Profit With Law.   Today, he shares how you can grow your law firm and make it more profitable, especially by focusing on an often missing foundational element of firms: money management!   Resources: Get a FREE Law Firm Growth Toolkit + Profit First Cheat Sheet: http://profitwithlaw.com/tle (profitwithlaw.com/tle) Learn more at http://www.dreambuilderfinancial.com/ LinkedIn: https://www.linkedin.com/in/mosheamsel/ Facebook: https://www.facebook.com/profitwithlaw/ Listen: Dream Builder Financial Podcast   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Juris Diction - Next Level Law Practice is Juris Diction's new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at http://thrivejd.com/ (thrivejd.com). lawpreneuers behind Juris Diction are working to build a new generation of solo practitioners that love being lawyers, which is Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

All the way back in http://thelawentrepreneur.com/ep-7 (episode 7), Lynette Whitfield discussed an incubator called Law Entrepreneurs for Action (LEAP) designed to help recent law school graduates go directly into private practice. Well, today, we're talking to a young solo attorney who got her start in one of these incubator programs: Kate DeNobile.   Kate now has a thriving practice, DeNobile Law, and we talk about how the incubator process helped prepare her for running a solo practice straight out of law school, why she chose to work a side gig while her practice was getting up and running, and the technology she uses to run her practice.   Resources: Learn more at https://www.denobilelaw.com/ (https://www.denobilelaw.com/) Facebook: https://www.facebook.com/denobilelaw/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Cary Jacobson is a family law attorney, with a unique twist: she advocates on behalf of people who are looking to get divorced with a minimum of drama. And that's not an oxymoron – you CAN have a family law case without a lot of drama or histrionics. So, today, we will take a peek into Cary's practice, how she settled into this niche, and how she operates a mostly virtual practice.   Resources: Learn more at https://jacobsonfamilylaw.com/ Facebook: https://www.facebook.com/jacobsonfamilylaw Rocket Matter: https://www.rocketmatter.com/ Listen: Ep. 14 – Larry Port – Rocketing to Solo Success with Rocket Matter Listen: Ep. 113 – How Lawyers Can Improve Client Experience, Grow Their Brand, & Expand Their Online Presence – with Megan Hargroder   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

If you hang around in the podcast and entrepreneurial spaces long enough, you're sure to come across Tamara Thompson, the CEO and founder of Serious Take Productions. Tamara and her team specialize in helping brands tell their story using video to produce a bigger impact and drive results by building rapport with their ideal clientele.   Today, she's going to share how we can incorporate video into everything we do as an attorney – and the ramifications of choosing not to.   Resources: Learn more at http://www.serioustakeproductions.com/ Broadcast Your Authority TV: https://www.youtube.com/watch?v=TC92nr14v4I&list=PLZd1vazSXmNE7gvbaJAOeyZh6GoZoULPq Twitter: https://twitter.com/serioustakepro Facebook: https://www.facebook.com/serioustakeproductions LinkedIn: https://www.linkedin.com/in/tamara-thompson-33779231/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Christina Daves is a self-taught publicity expert and the author of PR for Anyone: 100+ Affordable Ways to Easily Create Buzz. She can help just about anyone get more attention from media outlets, which is an area that small firm practitioners are woefully underserved.   You might think that the only opportunities for small firm practitioners to get media publicity are that interview on the courthouse steps or getting lucky enough to be invited onto the news as an expert, but there are more opportunities than you might think – and Christina is going to help us uncover them.   Resources: Learn more at https://prforanyone.com/ (https://prforanyone.com) PR 101 FastTrack: http://prfasttrack.com Group Coaching: http://visibilityvips.com/ (http://visibilityvips.com) Facebook: https://www.facebook.com/Prforanyone Twitter: https://twitter.com/prforanyone LinkedIn: https://www.linkedin.com/in/christinadaves YouTube: https://www.youtube.com/user/PRforAnyone   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Margeaux Thomas is a solo practitioner who specializes in commercial business litigation, and I thought it would be interesting to get the perspective of a solo practitioner who isn't in one of the more typical practice areas of estate planning, family law, or personal injury.   Margeaux offers an interesting perspective on overcoming the trials and tribulations of opening a practice – including the impressive feat of launching a solo practice with twins on the way! – and how she's been able to keep growing the business.   Resources: Learn more at http://thomaslawplc.com/ (http://thomaslawplc.com/) LinkedIn: https://www.linkedin.com/in/margeaux-thomas-22a25261/ Facebook: https://www.facebook.com/thomaslawplc/posts/d-margeaux-thomas-partner-at-the-thomas-law-office-plc-speaking-at-upcoming-fund/989314721117964/ Attention Pays: How to Drive Profitability, Productivity, and Accountability by Neen James   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

DK Raymer is the Founder of Confident Aging for Attorneys, a program that assists attorneys with the communication challenges that often accompany working with Seniors and their families so that they can better protect their clients. The program was created primarily for Elder Law and Estate Planning, but DK has a lot of great tips that can help any attorney better understand and communicate with their target audience.   Resources: Learn more at https://www.confidentagingforattorneys.com/ LinkedIn: https://www.linkedin.com/in/dkraymer/ Twitter: https://twitter.com/dkraymer   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

The email inbox can be the bane of an attorney's existence, easily stealing half of your day if you let it. But email marketing is an affordable and highly effective form of marketing for solo and small firms, so the inbox also shouldn't be ignored. However, you can save a lot of time and hassle with a good strategy and a bit of automation.   Joining us today to help us conquer our inbox is Tom Tate, a marketing specialist with AWeber, creators of a suite of popular email marketing products. I use AWeber for both my law practice and my podcast, and although it's already helped me save a lot of time, I'm still just scratching the service of what the product offers. The sheer number of options in email service providers such as these can look a little daunting on the surface, but after this episode, I think you'll see that it's approachable for almost anyone.   Resources: Learn more at https://tomtatejr.com/ (https://tomtatejr.com/) Try out AWeber: https://www.aweber.com/ (https://www.aweber.com/) LinkedIn: https://www.linkedin.com/in/tomtatejr/ Twitter: https://twitter.com/tnrt Do More with Zapier + AWeber: https://zapier.com/apps/aweber/integrations   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

The Law Entrepreneurs has been around for almost three years now, and I don't have any plans to stop any time soon – and I want to thank all of you for listening, whether you've been with me since episode one or this is your first episode. I didn't get a chance to share my gratitude at the end of 2018 for everything you all have done to support the show, so I wanted to take a moment at the top of the show to thank you all today.   And I've been preparing for the rest of 2019 by doing a lot of reading, and today I want to share what I've learned so far so that we can all head into the rest of the year a little wiser and a little more prepared.   Resources: Register for ABA Techshow at https://www.techshow.com (Chicago, Feb. 27 - March 2, 2019) Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman Raving Fans: A Revolutionary Approach To Customer Service by Kenneth H. Blanchard and Sheldon Bowles The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field by Mike Michalowicz   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

I thoroughly enjoyed my time at the American Bar Association's Techshow 2018, a conference celebrating the intersection of law and technology (so, right up my alley). Here to share what we can expect from this year's conference is Lincoln Mead, Co-Chair of ABA Techshow 2019 and a Project Manager of Canon Business Process Services.   ABA Techshow will be in Chicago from February 27 - March 2, 2019. You can learn more and register for the show at www.techshow.com.   Resources: Register at https://www.techshow.com/ LinkedIn: https://www.linkedin.com/in/lincoln-mead/ Twitter: https://twitter.com/lincolnmead?lang=en   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Jessica Markham is the owner of a family law firm near me in the Maryland and D.C. area, but I actually first came across her as a result of reading an article she wrote for The Daily Record in a column called Generation J.D.   The article was called “Culture eats strategy for breakfast,” and in it she argues that developing a culture in your office is the key to developing a strong practice, for both your employees and your clients – and I don't think there's a better example than what Jessica is doing in her own firm, as you'll hear in this episode.   Resources: Learn more at http://www.markhamlegal.com/ (http://www.markhamlegal.com/) Connect with Jessica on Twitter: https://twitter.com/markhamlegal (https://twitter.com/markhamlegal) Read: “Culture eats strategy for breakfast”   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Katherine Taylor started her career working in Big Law, transitioned to government practice, and now runs a solo practice in the D.C. area. Over the past fifteen years, Taylor Legal has grown from one small room in her house to a thriving practice for business owners. So she's done a lot, to say the least!   Today, we talk about how lawyers can navigate the many transitions that most of us will experience throughout our careers, including how to scale your solo firm.   Resources: Learn more at https://www.taylorlegal.com/ (taylorlegal.com) Connect with Katherine: LinkedIn | Facebook | https://twitter.com/TaylorLegal (Twitter) Read: Friend of a Friend: Understanding the Hidden Networks That Can Transform Your Life and Your Career by David Burkus ActionStep (Practice Management & Accounting): actionstep.com Contactually (CRM): https://www.contactually.com/   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Jeff Gamet is a TextExpander Evangelist (yep, that's his real title) from Smile, who are, as you might have guessed, the creators of TextExpander. I've been using TextExpander for a very long time, before I even became a lawyer, and it's one of the first applications I install on any new device I get.   If you're not familiar, TextExpander is an application that lets you insert “snippets” of text (or graphics), removing the tedium of typing things over and over again while assuring important information is always accurate. It's perfect for form letters, email addresses, signatures, or anything else that you find yourself typing over and over again (or anything that your team will type over and over again). This feature is available in some other software, but TextExpander is so useful because your same abbreviations work anywhere with a cursor and across any device it's installed on, whether that's a computer, phone, or tablet.   Resources: Learn more at https://textexpander.com/ (textexpander.com) Connect with Jeff on LinkedIn: linkedin.com/in/jeffgamet   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters

Katie Floyd is one of the hosts of the https://www.relay.fm/mpu/ (Mac Power Users) podcast, which I listen to religiously (and it was actually part of the reason I started the show). She's sadly stepping down as host, but I want to celebrate and remember her tenure on Mac Power Users by sharing this conversation I had with her about transitioning from corporate lawyer to solo practitioner.   Resources: Katie on Twitter - @katiefloyd http://floydlaw.net http://katiefloyd.com Mac Power Users Podcast www.squarespace.com - Make A Beautiful Website www.callruby.com - Answering class is smart. Delighting callers is Ruby. www.sanebox.com - Clean up your inbox in minutes! www.goclio.com - Clio helps lawyers build a better practice. “EntreLeadership: 20 Years of Practical Business Wisdom from the Trenches” by David Ramsey “Good to Great: Why Some Companies Make the Leap and Others Don't” by Jim Collins   If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.   --   Thank you to our sponsors! Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to callruby.com/lawentrepreneur or call 844.895.7829 Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters