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In the twelfth episode of How to Run a Law Firm in 2025, in Part 2 of a two-part topic, Lauren Lester and Mathew Kerbis discuss the integration of AI in legal practice, particularly focusing on the evolution of AI tools for lawyers. They highlight various AI tools like Google NotebookLM, Clio, MyCase, AffiniPay, Filevine, Perplexity, Notion, Paxton, and others, explaining how these can help law firms save time, enhance knowledge management, and improve efficiency. They emphasize the importance of effectively using AI prompts, staying updated with emerging tools through platforms like Perplexity and the website “There's an AI for that” and leveraging AI to transform legal research and document drafting. They also touch on legal-specific AI tools such as Paxton.ai for substantive work. They suggest that embracing AI and value-based pricing models like subscriptions and flat fees are crucial for modernizing law firm operations and ensuring sustainability in the evolving legal industry.__________________________Check out my other show, the Law for Kids Podcast.Get Connected with SixFifty, a business and employment legal document automation tool.Sign up for Gavel, an automation platform for law firms.Visit Law Subscribed to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow @lawsubscribed everywhere.Sign up for the Subscription Seminar waitlist at subscriptionseminar.com.Check out Mathew Kerbis' law firm Subscription Attorney LLC. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe
Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and competence, and the fundamental need to maintain diligence in your practice. Craig and Stephanie examine alternative fee structures beyond just hourly billing and provide guidance on ethical practices around lawyer pricing models. Craig also shares how he's approaching billing in his own practice and why lawyers need to be proactive about understanding the risks. Read Craig's article: Overview | Full Article Listen to our other episodes about ethics and alternative billing practices: #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist #547: Legal Tech You Need for Flat Fees, with Adriana Linares 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: 00:00 Introduction 00:18 Lawyerist Coaching 05:22 Expense Tracking in MyCase 10:01 Integrating Finance with Practice 14:54 Immigration Law and the Current Administration 17:53 Specialization and Maintaining Competence Across Multiple Areas 22:39 Lawyer Pricing Models in an Era of Uncertainty
Attorney Craig Dobson, an expert on ethics and professional responsibility, joins Stephanie Everett to talk about the ethical and professional responsibility concerns lawyers face in a rapidly evolving legal landscape. They discuss how solo and small firm attorneys can stay compliant while leveraging new tools, the importance of confidentiality and competence, and the fundamental need to maintain diligence in your practice. Craig and Stephanie examine alternative fee structures beyond just hourly billing and provide guidance on ethical practices around lawyer pricing models. Craig also shares how he's approaching billing in his own practice and why lawyers need to be proactive about understanding the risks. Read Craig's article: Overview | Full Article Listen to our other episodes about ethics and alternative billing practices: #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist #547: Legal Tech You Need for Flat Fees, with Adriana Linares 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: 00:00 Introduction 00:18 Lawyerist Coaching 05:22 Expense Tracking in MyCase 10:01 Integrating Finance with Practice 14:54 Immigration Law and the Current Administration 17:53 Specialization and Maintaining Competence Across Multiple Areas 22:39 Lawyer Pricing Models in an Era of Uncertainty Learn more about your ad choices. Visit megaphone.fm/adchoices
https://justiceteamnetwork.com This week, Bob speaks with Lauren Almedia and Andrew Bell about the game-changing technology behind Proof Serve, a nationwide platform that streamlines the process of legal proof of service. Explore how this integrated platform is a true lifesaver for paralegals and legal staff. Proof Serve addresses inefficiencies, from geotagging service attempts to seamless integration with popular case management systems like Clio, MyCase, and others.
In this episode you'll meet an attorney named Ilona Anderson who was originally from Russia but came to the U.S. when she was sixteen and pursued her passion for law. You'll learn about her first job working in a big Miami firm, where she handled commercial litigation cases. We discuss the importance of using systems and her interesting take on what good systems look like in a law practice. We talked about the best tools to store SOPs, and why she's exploring the use of a popular tool called Notion (and why I recommended she think that decision through carefully). In this episode, you will hear: Ilona Anderson's journey from Russian immigrant to successful Miami attorney and entrepreneur Founding her own employment law practice after facing career challenges and denied flexible work arrangements Importance of systematization and delegation in law practice management Embracing technology and automation tools like MyCase, GoHighLevel, and AI to enhance legal practice Transition from litigation to trademark law to support entrepreneurs Radical responsibility and mindset shifts for personal and professional growth Resources from this Episode Ilona's firm website Ilona's LinkedIn profile Ilona's Substack newsletter Anthony Metivier's free memory training course General Resources Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) General Resources Other Resources The 80/20 Principle (email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (online community for law firm owners) Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Send us your thoughts!Welcome to Let's Talk Paralegal with Nikki Black—a no-nonsense, tech-infused journey where legal tradition meets digital innovation. As the bridge between lawyers and technology, Nikki dissects the buzz around AI with a clear-eyed, candid flair. This podcast isn't about sugar-coating; it's a straight-up conversation on why learning about and wisely adopting AI is crucial for modern law firms. Expect clever humor, forward-thinking insights, and a poetic blend of legal savvy and tech wizardry that'll leave you both informed and inspired. Whether you're a seasoned paralegal, an eager tech enthusiast, or just curious about the future of legal practice, Nikki's got the inside scoop to help you navigate and embrace the digital revolution. Tune in—it's time to connect, learn, and transform the legal landscape together! Connect and learn: MyCase.com, LawPay.com, Docketwise.com, CASEpeer.com Hey guys it's your girl Eda! Aside from being the Let's Talk Paralegal podcast host, I am a legal consultant, author, and advocate for change within the legal industry. Every episode, we dive deep into the tools, strategies, and real-world insights you need to succeed, featuring inspiring guests and topics that matter most to the modern legal professional.Let's create a stronger, more empowered legal industry together. I hope you are enjoying this podcast episode so far! As this podcast is just the beginning! At Eda Rosa LLC, we specialize in helping law firms and legal teams thrive with tailored staff training, operations management, and team-building solutions. Whether you're looking to streamline your practice or elevate your team's potential, we're here to help. www.EdaRosaLLC.com Buzzsprout - Let's get your podcast launched!Start for FREEUnited Latinas, Inc. Elevating and preparing Latinas that are transforming the world! Join United Latinas today! Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showFollow us on: LinkedIn Instagram @edarosallc1 Facebook
Stephanie talks with New Solo podcast host, Adriana Linares, about the technology necessary to run a law practice and move away from the billable hour. Adriana emphasizes the importance of automation and organized client files and communication. Additionally, Zack talks with Lindsay Bushong, from MyCase, about what software law firms can use to manage their accounting in both a flat-fee and hourly billing environment. Links from the episode: https://legaltalknetwork.com/podcasts/new-solo/ https://mycase.com/lawyerist Chapters 0:00 – Intro 3:20 – MyCase Accounting Software 10:21 – Adriana Linares and New Solo Intro 12:00 – Transitioning From Billable Hour to Flat Fees 14:05 – The Role of Technology in Legal Practices 22:18 – Maximizing Efficiency with Client Portals
Stephanie talks with New Solo podcast host, Adriana Linares, about the technology necessary to run a law practice and move away from the billable hour. Adriana emphasizes the importance of automation and organized client files and communication. Additionally, Zack talks with Lindsay Bushong, from MyCase, about what software law firms can use to manage their accounting in both a flat-fee and hourly billing environment. Links from the episode: https://legaltalknetwork.com/podcasts/new-solo/ https://mycase.com/lawyerist Chapters 0:00 – Intro 3:20 – MyCase Accounting Software 10:21 – Adriana Linares and New Solo Intro 12:00 – Transitioning From Billable Hour to Flat Fees 14:05 – The Role of Technology in Legal Practices 22:18 – Maximizing Efficiency with Client Portals Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Steve Fretzin and Julia Taylor discuss:Delegation and outsourcing as growth strategies for small law firmsChallenges in accessing experienced legal talent and solutions through outsourcingUsing technology and automation to streamline law firm operationsAddressing financial and trust concerns in outsourcing decisions Key Takeaways:Outsourcing tasks like paralegal work or back-office functions can significantly reduce overhead and provide flexibility, as firms pay only for billable hours without the burden of full-time employee costs.Many solo and small firm owners struggle to find experienced talent locally, making nationwide outsourcing a critical solution to access skilled professionals.Utilizing case management software like Clio or MyCase improves efficiency and allows virtual teams to collaborate effectively; exploring tools like Ghostwriter Legal for AI-driven drafting can further enhance productivity.Onboarding outsourced staff effectively includes creating detailed checklists, setting clear expectations, and gradually increasing responsibilities to build trust and ensure smooth integration. "Trust but verify. Work through for a week or two with a high level of supervision, see how that goes, and then slowly start to wean away." — Julia Taylor Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: CEO School Podcast: https://podcasts.apple.com/us/podcast/ceo-school/id1525261018 About Julia Taylor: Julia Taylor is the owner of LevLegal, LLC, a virtual paralegal and law firm consulting business. She and her team provide services like virtual paralegals, firm administration, operations consulting, and staff training, helping attorneys streamline processes, reduce overhead, and focus on practicing law. LevLegal supports law firms nationwide in various practice areas. Connect with Julia Taylor: Website: https://www.lev-legal.com/Email: jat@lev-legal.comLinkedIn: https://www.linkedin.com/in/julia-taylor-46355241 Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Episode Breakdown00:00 Introduction to Unbundled Attorney Mastermind Podcast00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney01:44 Exploring MyCase Features with Lindsay Bushong04:57 Showcasing the Integration: Real-Time Lead Management05:26 Demonstration: Setting Up MyCase Integration08:30 Managing Leads and Automations in MyCase15:01 Utilizing MyCase for Client Communication20:13 Transitioning Leads to Cases in MyCase32:38 Handling Credit Card Fees34:43 Setting Up Payment Plans36:59 Subscription Billing Explained39:36 Syncing with LawPay42:05 Document Automation Features46:21 Using Intake Forms52:46 Workflow Automation 57:25 Q&A and Final ThoughtsIf you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com
As part of the D.C. Bar International Law Community's historic year of elections* initiative focusing on global principles and standards for national elections, Brief Encounters hosted Dr. Beata Martin-Rozumilowicz and Julia Brothers, experts in the democratic elections and governance sector, to discuss international standards and leading-edge European legislation on democratic elections, including on election technology, artificial intelligence, and information integrity. We assessed how elections across the world have fared so far this year vis a vis those standards, and spotlighted the international observation report on the US 2024 General Election, issued by the invited international observation mission of the Organization of Security and Cooperation in Europe (OSCE), of which the US is a participating member. For more resources, please visit the International Law Community's webpage on Global Elections and Electoral Standards. The webpage includes guidance on legal frameworks, equal access to voting, protections for election observers and electoral workers, electoral integrity and accountability, and links to organizations in the US and Europe that work on elections and democracy promotion. *This year over half the globe's population has already or will be voting in over 80 national elections, making this year the biggest election year in history, and the largest election cycle until 2048. Speaker Bios: Dr. Beata Martin-Rozumilowicz is an electoral expert with more than 20 years of experience globally who has served on numerous European Union election observation missions. She headed the election department of the OSCE Office for Democratic Institutions and Human Rights (ODIHR) and led as Director for Europe and Eurasia and Technical Adviser for Technology in Elections at the International Foundation for Electoral Systems (IFES). Julia Brothers is the Deputy Director for Elections at the National Democratic Institutions for International Affairs (NDI). Julia has worked in dozens of countries worldwide leading electoral assessments and electoral integrity projects. She is an expert in “Process and Results Verification for Transparency” (formerly known as "Parallel Vote Tabulation (PVT)”) open election data, voter registration, observer rights, and the role of new technologies and digital media in the electoral process, including information integrity. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms. CASEpeer is a comprehensive practice management software for personal injury law firms, optimizing workflows and increasing productivity with robust and intuitive case management and business operations features.
D.C. Bar Environment Energy and Natural Resources Community co-chair, Lisa Anne Hamilton, interviews Julius M. Redd, Principal and co-founder of the Environmental Justice Practice Group at Beveridge & Diamond. Julius shares his insights about the rapidly evolving legal developments driving the enforcement of state and federal environmental justice law. The conversation addresses the recent permanent injunction issued in Louisiana v. EPA and efforts to limit U.S. Environmental Protection Agency's and Department of Justice's enforcement of disparate impact regulations under Title VI of the Civil Rights Act of 1964. Further, the guests discuss how states are advancing environmental justice through legislation, regulations, enforcement and the recent settlement of a Title VI complaint in Michigan Department of Environment, Great Lakes, and Energy v. Michigan Environmental Justice Coalition, EGLE Complaint No. 20-001-D. Additionally, learn how these considerations are influencing the expansion of critical infrastructure investments funded under the Inflation Reduction Act (IRA) and the Bipartisan Infrastructure Law (BIL). Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms. CASEpeer is a comprehensive practice management software for personal injury law firms, optimizing workflows and increasing productivity with robust and intuitive case management and business operations features.
In the third episode of the series, "Intersections: Energy and Environmental Issues in Law and Tech," D.C. Bar EENR Community member Kathryn Caballero and Cathy Pagano of the Board of the Women's Bar of Association of D.C. (WBA) interview Nichole Saunders, Director and Senior Attorney in the Energy Transition Program of the Environmental Defense Fund (EDF). Nichole shares how she is engaging with emerging clean energy programs like the $7 Billion Regional Clean Hydrogen Hubs Program (H2Hubs) in support of the clean energy transition. Across the globe, billions of government and private sector funds are invested in hubs, clusters, or networks designed to group clean energy infrastructure to enhance outcomes for the climate and economies. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.
In episode 5 of this series, A. Valerie Mirko, a Partner at Armstrong Teasdale LLP and Leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, an Associate General Counsel at the Investment Adviser Association, sit down with SEC Investor Advocate Cristina Martin Firvida. The conversation delves into the crucial role of this statutorily mandated position in safeguarding investor interests. Learn about the SEC's engagement with investors, the advocate's unique perspective, and the goals she aims to achieve to protect individual and institutional investors alike. Past episodes of the series: Episode 1 (5/22/24) Episode 2 (6/5/2024) Episode 3 (7/24/2024) Episode 4 (8/21/2024) Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.
AffiniPay is historically a fintech company with a big presence in legal. Their flagship product is LawPay used by law firms to bill clients and accept payments. Dru joined the company in 2021 and right around that time, the company ventured beyond the world of payment software and acquired MyCase, which is law practice management software used by law firms to keep all case details and documents in a single location, keep track of tasks and streamline client communications. Growing up, Dru wanted to be a lawyer because she comes from family of lawyers, including her father. She studied law at the University of Chicago, but after a couple of gigs with law firms, she figured out that maybe the law wasn't for her. So, she finished her MBA and went to work for Boston Consulting. After a few years as a consultant, she needed a break, and, being somewhat of a foodie, she went to work in the kitchens of some of New York's finest dining establishments. She took lessons learned from the kitchen into her later work as a co-founder of a baby monitor start-up and ultimately roles as CEO of the property management company Grace Hill and now AffiniPay. In this episode, Dru talks about: Joining AffiniPay and its mission The company's acquisition of MyCase and expansion into practice management software Affirm, AffiniPay's Buy now, pay later product and its impact The company's AI plans and integration within the platform Core responsibilities of a CEO and what has surprised her in her role as a CEO Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
Attorney Kenny Eliason joins us for Personal Injury Marketing Minute #71 to discuss the RECORD app. RECORD is for your clients, is HIPAA compliant, and integrates with CASEpeer, Clio, Filevine, MyCase, Smokeball, Zapier and more. RECORD helps you increase the value of existing cases. Check out RECORD here: https://www.recordclient.com/. See all episodes or subscribe to the Personal Injury Marketing Minute here: https://optimizemyfirm.com/podcasts/. Transcript coming soon.
Kimberly Wood, 2023-24 law student fellow with the D.C. Bar Environment, Energy and Natural Resources Community, interviews Elizabeth Klein, Director of the Bureau of Ocean Energy Management (BOEM). Klein discusses BOEM's role in overseeing offshore wind energy development in the US, outlining their process from identifying potential lease areas to conducting environmental assessments and engaging with stakeholders. She emphasizes BOEM's efforts to meet renewable energy goals while balancing environmental concerns and fostering economic growth and local economic benefits associated with offshore wind projects. The discussion also touches on regulatory updates and challenges facing the industry. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.
In episode 3 of this series, A.Valerie Mirko, a Partner at Armstrong Teasdale LLP and Leader of the firm's Securities Regulation and Litigation Practice, and William Nelson, an Associate General Counsel at the Investment Adviser Association, discuss recent developments in insider trading with Deborah Meshulam (Partner and a leader of DLA Piper's Securities Enforcement practice). The conversation begins with the impact of Dodd-Frank Act Section 929P(a) on SEC insider trading prosecutions, and then focuses on the recent jury decision in SEC v. Panuwat, the first case based on a legal theory referred to as “shadow” insider trading. Click HERE to listen to Part 1 of this series from May 22, 2024 and HERE to listen to Part 2 from June 5, 2024. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billing and collections—while providing a simple, secure solution for legal clients to pay their bills. As an industry leader in legal payments, LawPay is a cost-effective solution for more than 50,000 law firms around the country. MyCase is a powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting. Automate and streamline everything from client intake and calendaring to workflows and payments in an intuitive, all-in-one solution trusted by more than 17,000 law firms.
Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence. Join Tony and me as we discuss the following three questions and more! What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do? Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way? What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one? In our conversation, we cover the following: [01:06] Tony's current tech setup [08:02] Key Considerations for Lawyers When Choosing a CRM [22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks [28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM [30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions [32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations [34:23] The Role of AI in Legal Data Migrations [37:03] Connect with Tony Resources: Connect with Tony: Email: tv@universalmigrator.com LinkedIn: linkedin.com/in/tony-valenti Website: universalmigrator.com/ Hardware mentioned in the conversation: Anker speakerphone: ankerwork.com/products/a3301 Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor Software & Cloud Services or Apps mentioned in the conversation: Clio: clio.com/ Faster Suite: fasterlaw.com/ Lawmatics: lawmatics.com/ Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator MyCase: mycase.com/ NetDocuments: netdocuments.com/ PracticePanther: practicepanther.com/ Rocket Matter: rocketmatter.com/ Stream Deck Plugins: barraider.com/ Universal Migrator: universalmigrator.com/
My guest today has been preaching about the potential power of tech in the legal sphere since the earliest days of social media. Nicole Black began her legal career as a Public Defender, conducting countless hearings, jury trials, bench trials, and depositions, in matters both civil and criminal.But in 2008 she began covering the intersection of technology and law as a journalist for publications like The American Bar Association, Above the Law, and The Daily Record.In 2012 she joined MyCase, a legal software case management system, where she serves as a Subject Matter Expert and Educator, and in that time has become a self-proclaimed Legal Technology Evangelist.I was able to hear Nicole speak earlier this year, and by the time she'd finished her talk she'd convinced even me to give a ChatGPT subscription a shot. But our conversation this week deals with far more than the productivity promises of A.I.. Nicole and I discuss whether our own biases to these new technologies can exacerbate current legal disparities, how generative A.I. could help you build better human relationships, and why you should praise our future robot overlords... just in case. Enjoy the show.
In January of this year, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules regulating SPAC IPOs and business combinations. Central to this rulemaking was the SEC's updated and expanded guidance on the use of projections in all SEC filings as well as rulemaking specific to projections in de-SPAC transactions. The evolving regulatory environment combined with market headwinds have made strategies to manage potential liability exposure while executing de-SPAC transactions top of mind for many market participants. In this episode, James Zukin, founder of Zukin Certification Services, and Michelle Heisner, partner at Baker McKenzie LLP, discuss the SEC's rules on disclosure and liability related to projections used in de-SPAC transactions. Zukin Certification Services launched a Reasonable Basis Review service that provides SPACs and their business combination partners with an independent review of such partner's projections and readiness to operate as a public company. This service was designed in part to address SEC rulemaking focused on projections included in SEC filings having a reasonable basis. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billings and collections, providing a simple, secure solution for legal clients to pay their bills. LawPay is the industry leader in legal payments, providing a cost-effective solution for more than 50,000 law firms around the country. MyCase is an intuitive and powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting.
The Art Finance industry grows each year, driven by art's high value and tightening credit markets. Securing an art loan to fund other investment opportunities has become an increasingly viable source of liquidity and a popular alternative to selling. In this episode, entertainment lawyer, Kirk Schroder, talks with Rebecca Fine, a founding member and CEO of Athena Art Finance. Rebecca has more than 25 years of experience the intersections of art, law and finance. Prior to Athena, Rebecca was an art lawyer, advising world-renowned art galleries, dealers, private collectors, museums, and artists on both contentious matters and transactions. Additional Resources: Deloitte Art Finance Report: Painting a picture of the art lending landscape The Holy Grail for Passive Income: Art-Debt Investing Worth Magazine: Investing in Art Reasons to Love Investing in Art-Backed Debt Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsors! LawPay was developed specifically to help law firms streamline billings and collections, providing a simple, secure solution for legal clients to pay their bills. LawPay is the industry leader in legal payments, providing a cost-effective solution for more than 50,000 law firms around the country. MyCase is an intuitive and powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting.
Surveys abound on artificial intelligence and the law – many of them by companies bringing the technology into their products for attorneys. One survey says three quarters of lawyers expect AI to be integrated into their legal practices in the near term. Half say they expect it will boost productivity, half feel it will be transformative, while nine out of ten attorneys expressed concerns about artificial intelligence applications and attendant ethical issues. In an article she wrote for Above the Law, you're going to hear even more about generative artificial intelligence in the coming months, “especially” she says, “as legal technology companies ramp up their generative ai releases.” She forecasts “a rapid, exponential uptick in the number of new GAI tools for legal professionals.” And, as she reminded me, litigators have an ethical duty of technology competence. Nicole "Niki" Black is a Rochester, New York-based attorney, author and journalist, and is senior director of subject matter expertise and external education at MyCase, a company that offers legal practice management software for small firms. She is the nationally recognized author of cloud computing for lawyers and is co-author of social media for lawyers: the next frontier, both published by the American Bar Association. She writes regular columns for abajournal.com and Above the Law; has authored hundreds of articles for other publications; and regularly speaks at conferences regarding the intersection of law and emerging technologies. Nicole earned her J.D. from Albany Law School.Listen as I interview, first, Google Gemini fka Bard, for fun, then our real-life human attorney guest, about the current state and future of generative artificial intelligence and the practice of law. Tom HagyHostEmerging Litigation Podcast***This podcast is the audio companion to the Journal of Emerging Issues in Litigation. The Journal is a collaborative project between HB Litigation Conferences and the vLex Fastcase legal research family, which includes Full Court Press, Law Street Media, and Docket Alarm.If you have comments, ideas, or wish to participate, please drop me a note at Editor@LitigationConferences.com.Tom HagyLitigation Enthusiast andHost of the Emerging Litigation PodcastHome PageLinkedIn
The 2023 Merger Guidelines are finally here after nearly 2 years of substantial work and discussion. Join Teisha Johnson, Antitrust Partner at Baker McKenzie, and Joanna Tsai, economist and Cohead of Cornerstone's Merger Practice, for a discussion of their thoughts on the latest merger guidelines. Please note, the positions and opinions expressed by the speakers are strictly their own, and do not necessarily represent the views of their employers, nor those of the D.C. Bar, its Board of Governors or co-sponsoring Communities and organizations. Thank you to our sponsor! MyCase is an intuitive and powerful legal case management software designed to cover the entire client lifecycle, including lead and document management, billing and invoicing, and comprehensive reporting.
In this episode, Steve Fretzin and Matt Spiegel discuss:Why you should have good customer service as a lawyer and for your law firm. Continuing client relationships beyond the case. How Lawmatics can help you to maintain client relationships and better run your law firm. Processes, procedures, and automation. Key Takeaways:Your law firm is a service business. You need to have good customer service and a good customer experience. Most legal business comes from referrals - if you don't nurture client relationships and networking partners, you are leaving money on the table. Most lawyers are using a CRM (client relationship management) in some fashion, even if you don't call it that - even your phone is, technically, a CRM. Having a proper CRM to manage all aspects of your client relationship from meeting until the end is key. As a lawyer, you are likely looking at revenue/billing-driven KPIs. However, there is so much more data you can extract from your numbers and information you're tracking that can help you build a stronger firm. "Your book of business that you're sitting on is a goldmine. And like any goldmine, it needs to be mined. It won't come to the surface without any effort." — Matt Spiegel Get a free audio copy of Steve's book “Legal Business Development Isn't Rocket Science” here: https://fretzin.com/audiobook Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/1-month-free/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Get Visible: https://www.getvisible.com/ Episode References: All-In Podcast - https://www.allinpodcast.co/The Rewatchables Podcast - https://www.theringer.com/the-rewatchablesGet a 10% Discount on Lawmatics at https://www.lawmatics.com/bethatlawyer/ About Matt Spiegel: Matt Spiegel is a serial entrepreneur and lawyer who enjoys building products and solving problems using management and marketing automation software for attorneys. He founded MyCase and Lawmatics, the latter of which he also serves as CEO. He worked as a criminal defense attorney but has spent years focused on innovating the legal-tech space to help attorneys scale their business. Connect with Matt Spiegel: Website: https://www.lawmatics.com/Email: matt@lawmatics.comTwitter: https://twitter.com/mattspiegelesqLinkedIn: https://www.linkedin.com/in/mattspiegelesq/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Nicole Black is a Rochester, New York attorney, author, journalist, and Senior Director, SME and External Education, at MyCase, legal practice management software. She is the nationally-recognized author of "Cloud Computing for Lawyers" (2012) and co-authors "Social Media for Lawyers: The Next Frontier" (2010), both published by the American Bar Association. She also was the co-author of "Criminal Law in New York," a Thomson Reuters treatise. She writes regular columns for Above the Law, ABA Journal, and The Daily Record, has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law and emerging technologies. She is an ABA Legal Rebel, and is listed on the Fastcase 50 and ABA LTRC Women in Legal Tech. She can be contacted at niki.black@mycase.com. In this episode, we'll explore whether to integrate ChatGPT into modern legal practices, discussing its potential benefits, challenges, and opportunities. The legal sector is no exception as AI continues to reshape various industries. Whether you're a seasoned attorney, a tech enthusiast, or just curious about the future of law, this discussion offers valuable insights into how ChatGPT fits into the bigger picture. Don't miss out on this opportunity to be at the forefront of legal innovation!
Nicole Black is a Rochester, New York attorney, author, journalist, and Senior Director, SME and External Education, at MyCase, legal practice management software. She is the nationally-recognized author of "Cloud Computing for Lawyers" (2012) and co-authors "Social Media for Lawyers: The Next Frontier" (2010), both published by the American Bar Association. She also was the co-author of "Criminal Law in New York," a Thomson Reuters treatise. She writes regular columns for Above the Law, ABA Journal, and The Daily Record, has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law and emerging technologies. She is an ABA Legal Rebel, and is listed on the Fastcase 50 and ABA LTRC Women in Legal Tech. She can be contacted at niki.black@mycase.com. Join us for a deep dive into the world of AI in the legal industry with our special episode “Generative AI in law: Resistance is futile.” This comprehensive discussion explores not only the technology's evolution but also focuses on its real-world implementation within the legal field. Whether you're an experienced practitioner or new to legal tech, this episode will offer valuable insights. Learning Outcomes: 1) Understanding the Evolution and Landscape of AI in Law: Learn about the journey and growth of AI technology, including ChatGPT, and how it's been adapted specifically for the legal profession. 2) Exploration of Practical Applications: Discover 10 practical applications where AI has been instrumental in the legal field, including document summaries, drafting assistance, and more. 3) Insight into Ethical and Technical Challenges: Delve into the critical issues of ethical concerns, algorithmic bias, accuracy, and the relative infancy of this rapidly evolving technology. Understand how these challenges can be navigated in practice. 4) Strategies for Implementation: Gain actionable insights on how to harness AI's power and successfully implement it into your legal practice, regardless of your technology background. 5) Fostering a Forward-Thinking Legal Practice: Engage with the ideas and techniques that will enable you to stay ahead of the curve, embracing AI as a tool for efficiency, accuracy, and innovation in your legal work. Tune in to this enlightening episode and arm yourself with the knowledge to lead the way in the integration of AI into the legal landscape. Whether you're seeking to streamline your practice or understand the potential pitfalls, this podcast is an essential listen for today's legal professionals.
Dru Armstrong was named CEO of AffiniPay, the parent company of LawPay, in July 2021. Less than a year later, AffiniPay shook up the legal tech landscape by acquiring MyCase, one of the leading law practice management platforms, in a deal that also included four other practice management products: CASEPeer for personal injury firms, Docketwise for immigration practices, Soluno for billing and accounting (which it recently sold), and Woodpecker for document automation. One reason that deal was so notable was that, until then, LawPay had been the legal tech equivalent of Switzerland – a neutral integration partner with virtually every practice management platform out there. But in acquiring one of the major players in the market, that legal tech Switzerland seemed to suddenly lose its neutrality. Now, two and a half years into the job as Affinipay CEO, Armstrong is our guest on this episode of LawNext to discuss that acquisition, where the company is today, and why the marriage of fintech and legal tech matters to legal practitioners. She also shares her plans for the company's future, including how it will incorporate generative AI across its various products. Armstrong and host Bob Ambrogi spoke live in Miami at the TLTF Summit, a conference produced by the Legal Tech Fund, a VC fund focused on legal tech, where she spoke on a panel on the intersection of fintech and legal tech. She was previously on this podcast in June 2022, at the time the MyCase acquisition was announced, and was also on our Legaltech Week podcast. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. DocReviewPad, the easy-to-use app to review, organize issue code, and produce documents CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
In Episode 1, host Jordan L. Fischer, Esq. interviews Niki Black, lawyer, author, and head of SME and External Education at MyCase and LawPay. Niki and Jordan explored the impact of cybersecurity, privacy, and emerging technologies on the practice of law. Niki provided insight into key considerations for lawyers when considering incorporating technologies into their daily practice, and the key trade offs. Niki discusses the rapid changes in legal technology when it comes to artificial intelligence, and how lawyers should consider using tools like ChatGPT, and other AI-driven technologies to enhance their practice.
Where is your law firm headed in the next year? We know you want to improve your business, and here's how! Later, a good plan relies on good data. Gyi and Conrad discuss the most important KPIs for your firm. ----------- You want growth for your law firm, so what's your plan? Gyi and Conrad have had too many lawyers tell them, “I don't know… you tell me!” So, that's what we're doing today. The guys break down the key elements of a top-notch annual plan that can be tailored to your particular business objectives. Then, it's question time! How does ChatGPT/AI affect marketing and SEO? Can you still stand out amongst the crowd? Gyi and Conrad discuss. Don't forget to send in your questions and get a b-e-a-utiful Lunch Hour trucker hat. And, last but not least, we're bringing it back to your annual plan, dear lawyers. The guys each share their top 3 KPIs for measuring where you want to go with your law firm. The News: The walls are coming down, folks! MyCase now has an integration with CallRail. Just a heads up—Google's LSAs have, by and large, dropped from 3 to 2. SEOs, you made a mess of the internet… as usual: Did SEO experts ruin the internet or did Google? - The Verge Congrats to the authors of Tiger Tactics: Powerful Strategies for Winning Law Firms. This book is definitely worth a read. As we mentioned, 50% of people are not comfortable with their lawyers using AI, and Pras of the Fugees is one of them: Fugees' Pras Michel Demands Retrial, Says Lawyer's Use of AI Botched Final Argument. Mentioned in this Episode: Ask a question—get some swag! Leave Us an Apple Review Lunch Hour Legal Marketing now on YouTube Lunch Hour Legal Marketing on TikTok
Where is your law firm headed in the next year? We know you want to improve your business, and here's how! Later, a good plan relies on good data. Gyi and Conrad discuss the most important KPIs for your firm. ----------- You want growth for your law firm, so what's your plan? Gyi and Conrad have had too many lawyers tell them, “I don't know… you tell me!” So, that's what we're doing today. The guys break down the key elements of a top-notch annual plan that can be tailored to your particular business objectives. Then, it's question time! How does ChatGPT/AI affect marketing and SEO? Can you still stand out amongst the crowd? Gyi and Conrad discuss. Don't forget to send in your questions and get a b-e-a-utiful Lunch Hour trucker hat. And, last but not least, we're bringing it back to your annual plan, dear lawyers. The guys each share their top 3 KPIs for measuring where you want to go with your law firm. The News: The walls are coming down, folks! MyCase now has an integration with CallRail. Just a heads up—Google's LSAs have, by and large, dropped from 3 to 2. SEOs, you made a mess of the internet… as usual: Did SEO experts ruin the internet or did Google? - The Verge Congrats to the authors of Tiger Tactics: Powerful Strategies for Winning Law Firms. This book is definitely worth a read. As we mentioned, 50% of people are not comfortable with their lawyers using AI, and Pras of the Fugees is one of them: Fugees' Pras Michel Demands Retrial, Says Lawyer's Use of AI Botched Final Argument. Mentioned in this Episode: Ask a question—get some swag! Leave Us an Apple Review Lunch Hour Legal Marketing now on YouTube Lunch Hour Legal Marketing on TikTok
My guest today, Eda Rosa, is the driving force behind Eda Rosa LLC. She is a highly accomplished professional in the legal field. With over 20 years of experience, she specializes in training individuals who are not lawyers, offering expert consulting services to law firms nationwide. Eda's primary mission is to empower legal professionals and equip them for career advancement through various platforms. She strongly emphasizes continuous learning and professional development, recognizing its critical role in the legal industry. During our interview, we discuss the most up-to-date tools and industry best practices that bridge the technological gaps, ultimately facilitating a more streamlined and efficient legal practice. Enjoy! Join Eda and me as we discuss the following three questions and more! What are the top three ways attorneys can use technology to onboard new staff easily and consistently? What are the top three areas in tech that lawyers, paralegals, law clerks, and office staff still lack in their use of technology? What are the top three ways paralegals, law clerks, office staff, etc., can use technology to make their lawyers' work easier? In our conversation, we cover the following: [01:03] Current tech setup [11:02] Using technology for legal staff onboarding [13:34] Video conferencing and communication tools for legal professionals [16:37] Password management and security for law firms. [22:48] Addressing knowledge gaps among legal professionals [25:10] Software hacks for paralegals and lawyers. [28:31] Writing tools for legal documents. [31:55] Using technology to make lawyer work easier. [37:36] Virtual hearings, meetings, and case preparation. [39:10] Legal technology and process optimization. Resources: Connect with Eda: Website: edarosallc.com/ LinkedIn: linkedin.com/in/eda-rosa-law Hardware mentioned in our conversation: Google Password Manager: passwords.google.com/ Google Pixel smartphone: store.google.com/category/phones Google Pixel smartwatch: google.com/product/pixel_watch_2?hl=en-US HP Envy laptop: hp.com/us-en/shop/mlp/laptops/envy-344503--1 HyperX podcasting microphone: hyperx.com/collections/microphones Logitech Presentation clicker: logitech.com/en-us/products/presenters StreamYard: streamyard.com/ Software & Cloud Services mentioned in the conversation: Adobe Cloud: adobe.com/creativecloud Asana: asana.com/ Clio: clio.com/ Google Cloud: cloud.google.com/ Hazel: noodlesoft.com/ LexisNexis: lexisnexis.com/en-us/home Microsoft Office 365: office.com/ MyCase: mycase.com/ Nextiva: nextiva.com/ PackBack: packback.co/ Speechify: speechify.com/ TextExpander: textexpander.com/ Trello: trello.com/ TrialPad: litsoftware.com/trialpad Wise Hire: wise-hire.com/ WordRake: wordrake.com/
Stories are increasingly common of lawyers who leave law practice to start legal technology companies, but few achieve the level of success as an entrepreneur of Matt Spiegel. He was a criminal defense lawyer in 2009 when he founded MyCase, one of the earliest cloud-based law practice management companies. In 2012, he sold MyCase to AppFolio, and then left the company in 2015 to start a software company that helped organizations manage trade shows and events. In 2017, he returned to law to start his current company, Lawmatics, a client relationship management (CRM) platform for law firms. Spiegel was previously on episode 16 of this podcast in 2018, not long after he founded Lawmatics. He developed the product because he saw a gap in the legal market for software that would help firms automate their marketing and run their businesses as sales organizations. In the years since, he has raised $12.5 million in funding, expanded the platform with time-and-billing and e-payments capabilities, and added a generative AI feature to help law firms create and edit client emails and email marketing campaigns. In this episode of LawNext, Spiegel shares his story as a serial legal tech entrepreneur, discusses why he founded Lawmatics, describes how the platform automates legal marketing and relationship management, and talks about his future plans for the company and the platform. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Universal Migrator, the easiest way to move your firm's data and documents from one app to another. Trial Pad, an easy-to-use app to organize, annotate, and present evidence If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Over the past year, the sibling legal technology companies MyCase and LawPay have published a series of reports on law practice, including benchmark reports based on anonymized data from the two companies' customers, as well as an in-depth 2022 year-end legal industry report, based on a survey of over 2,300 legal professionals. Together, they provide an in-depth look at the state of legal practice in the wake of the pandemic. All of the reports were written by Nicole Black, who joins host Bob Ambrogi on this episode to share the findings from these reports and the picture they paint of how the pandemic has transformed the practice of law, particularly for solo and smaller firm lawyers. Black is head of SME and external education at MyCase, as well as an author and legal tech journalist, who writes regular columns for Above the Law, The ABA Journal, and The Daily Record. Among the topics they discuss are the overall state of solo and small firm practices, the pandemic's impact on firm's financial health, the pandemic's impact on legal tech adoption, the types of software lawyers find most important, the remote-working tools most used by lawyers, the significant increase in the use of online payments, lawyer productivity rates, the advantages of “passive” timekeeping, and much more. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Lawmatics, providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Nota, the online business banking platform designed specifically for solo and small law firms. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Sage Timeslips, trusted by solo and small firms for nearly four decades, offers robust functionality, customizable reports, and the ability to capture time and expenses on the go. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Rapid new developments in AI and ChatGPT, especially, have given rise to many questions across the legal industry about how to use this technology both effectively and ethically. Molly Ranns and JoAnn Hathaway turn to Nicole Black for insights on the current landscape of AI and its uses in legal practice. Nicole addresses concerns about accuracy, bias, and confidentiality issues surrounding AI and ChatGPT and also shares how this technology could positively impact legal professionals as it continues to be developed and improved. Nicole Black is an attorney and leads SME and External Education at MyCase.
Rapid new developments in AI and ChatGPT, especially, have given rise to many questions across the legal industry about how to use this technology both effectively and ethically. Molly Ranns and JoAnn Hathaway turn to Nicole Black for insights on the current landscape of AI and its uses in legal practice. Nicole addresses concerns about accuracy, bias, and confidentiality issues surrounding AI and ChatGPT and also shares how this technology could positively impact legal professionals as it continues to be developed and improved. Nicole Black is an attorney and leads SME and External Education at MyCase.
Continuing our week long coverage of the 2023 ABA Tech Show in Chicago, Sigalle interviews Niki Black, Senior Director, SME and External Education at MyCase, a legal practice management software. Niki shares her journey from practicing attorney to legal tech expert to ultimately working at MyCase. Focusing on being both an internal and external educator of all things legal tech, Niki highlights the various education, considerations, and integrations that come with being the tech space. https://www.lawpay.com to learn more. The ABA Tech Show is where lawyers, legal professionals, and technology all come together. For three days, attendees learn about the most useful and practical technologies available. Visit https://www.techshow.com to learn more.
If you've run into a problem that you can't seem to solve in-house, it might be time to seek out an integration partner. Tressa Schultze and Catherine Stock talk with Laurence Colletti about the benefits of these partnerships and how they help lawyers streamline processes and develop efficient, profitable legal practices. Tressa Schultze leads product and integration strategy at MyCase. Catherine Stock is partnerships manager at InfoTrack US.
If you've run into a problem that you can't seem to solve in-house, it might be time to seek out an integration partner. Tressa Schultze and Catherine Stock talk with Laurence Colletti about the benefits of these partnerships and how they help lawyers streamline processes and develop efficient, profitable legal practices. Tressa Schultze leads product and integration strategy at MyCase. Catherine Stock is partnerships manager at InfoTrack US.
Matt Spiegel is the Co-Founder and CEO of Lawmatics, an attorney, and a serial entrepreneur in the legal-tech space.Prior to Lawmatics, Matt worked as a criminal defense attorney for six years and founded MyCase, a legal practice management software company that has grown into one of the most widely used cloud-based law practice management systems.Lawmatics is the #1 automation platform for growing law firms, offering legal client intake, CRM, marketing automation, billing, and much more, all in one easy-to-use software. Connect with Matt on LinkedIn: https://www.linkedin.com/in/mattspiegelesq/Visit Lawmatic's Website: https://www.lawmatics.com/On This Episode, We Discuss…How MyCase Came to FruitionThe Importance of Listening to the CustomerHow to Get People to Start Adopting TechnologyLawmatics' Beginnings, Integral Core Values, & Incredible Culture Fit
lovethylawyer.comA transcript of this podcast is available at lovethylawyer.com. Matt Spiegel is an attorney and serial entrepreneur in the legal-tech space. He is Founder and CEO of Lawmatics, the #1 automation platform for law firms, offering legal client intake, CRM, marketing automation, billing, and much more, all in one easy-to-use software. With Lawmatics, law firms streamline their operations, impress clients, and win more business. Prior to Lawmatics, Matt worked as a criminal defense attorney for six years and founded MyCase, a legal practice management software company that has grown into one of the most widely used cloud-based law practice management systems. It was then acquired by AppFolio in 2012, where he remained as a General Manager for three more years. In 2015, Spiegel founded ExpoGuru, an event marketing management software. Later in 2015 he became the CEO of Cammy, a global consumer tech company with headquarters in Sydney, Australia. In 2017, he decided that it was the right time to go back in the legal software industry with Lawmatics. He is a golf enthusiast and passionate about making an impact on advancing the practice of law. He can't wait to continue reaching audiences in all consumer-driven practice areas; legal professionals wanting to build and scale a profitable law firm! https://www.lawmatics.com/matt@lawmatics.com Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/ 510.582.9090 Musical theme by Joel Katz, Seaside Recording, Maui Technical support: Bryan Matheson, Skyline Studios, OaklandAudiograms & Transcripts: Paul Roberts We'd love to hear from you. Send me an email at louis@lovethylawyer.com. Please subscribe and listen. Then tell us who you want to hear and what areas of interest you'd like us to cover. Please rate us and review us on Apple Podcasts. Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/510.582.9090Music: Joel Katz, Seaside Recording, MauiTech: Bryan Matheson, Skyline Studios, OaklandAudiograms: Paul Roberts louis@lovethylawyer.com
How setting boundaries when working from home can make you happier, plus knowing the difference between building brand recognition and building brand affinity. ----- Like it or not, the pandemic opened Pandora's box of WFH, but does it feel like you're working from home or living at work? The lines have certainly blurred. However, that doesn't mean you have to be on call 24/7 waiting by the phone to meet a client's every beck and call. Gyi and Conrad are here to help you find the right balance of flexibility, technology, and boundaries to meet your client's needs and still keep your sanity. You'll just need to find some other time to listen to podcasts since you fired your commute. *wink* There are three parts to branding: Know, Like, and Trust. Sure, you can put up a billboard easily enough, but how do you get people to actually LIKE you? That, dear friends, is the difference between brand awareness and brand affinity. The guys tell you why you've woefully bungled your Veteran's Day messaging, spank you on the bottom, and implore you to get out there and do better. Maybe the best segment Conrad and Gyi have ever done? You be the judge. The News: Battle of the industry reports. Does it seem like every legal directory is putting out a “State of the Industry” report? Maybe it's because they are. Lawmatics announces new integration with MyCase. Is there a hint of a decline in the prevalence of Google local search results? References mentioned: Lunch Hour Legal Marketing now on YouTube Lunch Hour Legal Marketing on TikTok LawSites, “Small Firm Lawyers Are Awash With Optimism About Their Practices, Thomson Reuters Survey Finds,” Martindale-Avvo, “Understanding the Legal Consumer 2022” Lawmatics Integrates With MyCase A Glitch in the Google Local System? Morris Lilienthal YouTube Levinson & Stefani YouTube Derrick Law Office on YouTube Chris Walker, Refine Labs Clio Legal Trends Report
We are joined today by entrepreneur, attorney, C.E.O, and innovator Matt Spiegel. Matt is an attorney, founder, and CEO of Lawmatics. Matt shares how a bar grievance filed against him is what led to founding Lawmatics. Matt also shares why automation is necessary for your law firm's growth and providing star treatment for your clients. This is a great episode you don't want to miss. In this episode we discuss: The areas of aspects of practice management software and legal automation. How to get a better client experience with automation software. Asking yourself as a law firm owner the right questions about how and what to automate. How to get into the numbers of your law firm with Lawmatics. The only way to get analytics and good reporting on where your leads are coming from are to have some automation. About Matt Spiegel: Matt Spiegel is an attorney and serial entrepreneur in the legal-tech space. He is Founder and CEO of Lawmatics, the #1 automation platform for law firms, offering legal client intake, CRM, marketing automation, billing, and much more, all in one easy-to-use software. With Lawmatics, law firms streamline their operations, impress clients, and win more business. Prior to Lawmatics, Matt worked as a criminal defense attorney for six years and founded MyCase, a legal practice management software company that has grown into one of the most widely used cloud-based law practice management systems. It was then acquired by AppFolio in 2012, where he remained as a General Manager for three more years. In 2015, Spiegel founded ExpoGuru, an event marketing management software. Later in 2015 he became the CEO of Cammy, a global consumer tech company with headquarters in Sydney, Australia. In 2017, he decided that it was the right time to go back in the legal software industry with Lawmatics. He is a golf enthusiast and passionate about making an impact on advancing the practice of law. He can't wait to continue reaching audiences in all consumer-driven practice areas; legal professionals wanting to build and scale a profitable law firm! Contacts – Social Media Matt Spiegel's Contact:Matt@lawmatics.com www.lawmatics.com Allison Bio: Allison C. Williams, Esq., is the Founder and Owner of the Williams Law Group, LLC, with offices in Short Hills and Freehold, New Jersey. She is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and is the first attorney in New Jersey to become Board-Certified by the National Board of Trial Advocacy in the field of Family Law. Ms. Williams is an accomplished businesswoman. In 2017, the Williams Law Group won the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, as Ms. Williams grew the firm by 581% in three years. Ms. Williams won the Silver Stevie Award for Female Entrepreneur of the Year in 2017. In 2018, Ms. Williams was voted as NJBIZ's Top 50 Women in Business and was designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. In 2019, Ms. Williams won the Seminole 100 Award for founding one of the fastest-growing companies among graduates of Florida State University. In 2018, Ms. Williams created Law Firm Mentor, a business coaching service for lawyers. She helps solo and small law firm attorneys grow their business revenues, crush chaos in business and make more money. Through multi-day intensive business retreats, group and one-to-one coaching, and strategic planning sessions, Ms. Williams advises lawyers on all aspects of creating, sustaining, and scaling a law firm business – and specifically, she teaches them the core foundational principles of marketing, sales, personnel management, communications, and money management in law firms. Contacts – Social Media https://www.lawfirmmentor.net/speak-with-a-growth-strategist Snip-Its 00:07:57 (32 Seconds) But, but the catalyst was, it was actually, to be honest with you, Allison, it was a bar complaint. I got a bar complaint and it was like it was stupid. It wasn't like, that I was a bad lawyer. It wasn't that, you know, I got a bad outcome or that I was malpractice or ineffective assistance of counsel or anything. It was quite literally, I didn't call you back quick off. It was attorney-client communication. And so then I went down. That which was the number was that it was the number one complaint in 2009, and it's still the number one complaint. And it's, it's ridiculous and actually embarrassing that that is still the number one issue that we have as lawyers
In this episode, Harris asks Marc to share his thoughts on a few topics: Role of sales: How does he see the overlap between sales and marketing, and in particular, are there certain companies where salespeople don't make sense? Short answer: Yes, listen to the episode or read the transcript for the reply, because it's a little complicated. Repeatability in sales: When has a company achieved repeatability in their sales process, where they feel they are getting closer to Product Market Fit (PMF)? How can you measure that? Beyond Product Market Fit: Even if you've got a sense of PMF, is that enough? Marc says you must look at the market part of the equation before proceeding. Steps after getting traction: Now that you're scaling, what are the next steps to take in sales and marketing alignment? How do you drive conversion, where would you go next with site content and marketing strategies? Marc's low-volume keyword strategy is an interesting one. Listen or read to hear him explain it. One thing to improve all your marketing: To keep it simple, Marc concludes by sharing the one thing that will improve everything about your marketing: Focusing on pain points. If you found this episode interesting, learn more by visiting introcrm.comLearn About Our GuestPowered By Search helps B2B SaaS companies with solid product-market fit who want to make building demand a priority scale MRR at record-breaking speeds.Visit Powered By Search to learn more about their work.As director of growth, Marc Thomas works with their clients between $5M ARR and $75M ARR, delivering strategic demand gen programs for companies like Basecamp, OpenPhone, AdvisorEngine, Rally, Reltio and MyCase, and he's building a predictable high-quality pipeline for Powered By Search through their own marketing efforts.Find Marc Thomas on LinkedIn and on Twitter.
Sara talks with Victoria Winterberg, an immigration attorney in El Paso about how things changed when she got intentional about the clients she works with. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
Stephanie talks with the author Healing Career Wounds, Rick Girard, about how to hire and attract the right talent for your company. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
Zack talks with his father, attorney Steve Glaser, about succession planning and the need to start before you ever think you should. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
Stephanie Everett talks with clinical psychologist and mental health advocate, Dr. Sherry Walling, about dealing with grief in the workplace. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
Stephanie talks with a serial legal entrepreneur, Jay Ruane, about integrating systems in your law firm. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
Zack Glaser talks with our product director here at Lawyerist., Ashely Steckler, about common project management mistakes and how to avoid them. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to LawPay, MyCase, and Posh Virtual Receptionists for sponsoring this episode.
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