Podcasts about netdocuments

Although we're now five years from the start of the COVID pandemic, many firms are still trying to perfect their hybrid and remote work policies. How many days should employees be in the office? Should everyone be brought back in-person? How effective is hybrid work as a recruiting tool? Micah Remley, CEO of Robin, joined the show to help answer these questions and much more!This episode is brought to you by NetDocuments. NetDocuments enables legal professionals to do their best work with an intelligent document management system (DMS) that goes beyond getting organized and brings to life seamless AI, powerful workflows and smarter experiences. The #1 trusted cloud-native DMS for 25+ years, NetDocuments delivers tools to make work easier throughout the document lifecycle — from award-winning automation and AI to email management, search, collaboration, document bundling, advanced security and more. Learn more at netdocuments.com.

How do you give your firm a competitive edge? There are many answers, but one of the biggest is having an ability to adapt to new technology swiftly and deftly. Jacob Morvay, President and Chief Executive Officer of Morvay Consulting Group, joins the program to explain how firms can prepare for tech changes in a way that's effective, supports long-term growth and invests in the firm's people and ideas.This episode is brought to you by NetDocuments. NetDocuments enables legal professionals to do their best work with an intelligent document management system (DMS) that goes beyond getting organized and brings to life seamless AI, powerful workflows and smarter experiences. The #1 trusted cloud-native DMS for 25+ years, NetDocuments delivers tools to make work easier throughout the document lifecycle — from award-winning automation and AI to email management, search, collaboration, document bundling, advanced security and more. Learn more at netdocuments.com.

Communication is key in any workplace, but that's especially true in a high-stakes environment like legal. Sammi Sadicario, CEO of The Voice Experts, joins the show to discuss how firm leaders can use their voice most effectively to accomplish their goals and get people to listen, and get their employees to do the same. She also demonstrates a helpful exercise you can use every day to help calm your nerves before any big speech or meeting.This episode is brought to you by NetDocuments. NetDocuments enables legal professionals to do their best work with an intelligent document management system (DMS) that goes beyond getting organized and brings to life seamless AI, powerful workflows and smarter experiences. The #1 trusted cloud-native DMS for 25+ years, NetDocuments delivers tools to make work easier throughout the document lifecycle — from award-winning automation and AI to email management, search, collaboration, document bundling, advanced security and more. Learn more at netdocuments.com.

"Are You Still Doing That Manually?" — Real-World Automation for Law Firms with Mike Smith & Matthew AdamsThat one question could be costing your law firm countless hours and missed opportunities. Today, we're welcoming two powerful voices in legal automation to the show:

What if the key to better legal work isn't just smarter tools but more inclusive ones? Susan Tanner, Associate Professor at the University of Louisville Brandeis School of Law, joins Zack Glaser to explore how AI and universal design can improve legal education and law firm operations. Susan shares how tools like generative AI can support neurodiverse thinkers, enhance client communication, and reduce anxiety for students and professionals alike. They also discuss the importance of inclusive design in legal tech and how law firms can better support their teams by embracing different ways of thinking to build a more accessible, future-ready practice. The conversation emphasizes the need for educators and legal professionals to adapt to the evolving landscape of AI, ensuring that they leverage its capabilities to better serve their clients and students.   Links from the episode:   NetDocuments NetDocuments Demo Request Listen to our other episodes about diversifying learning strategies and the AI revolution: #405: The Diverse Way People Think, with Temple Grandin: Apple Podcasts | Spotify | Lawyerist #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com. Chapters:  00:00 – Intro and Lawyerist's New Programs  03:50 – NetDocuments with Patric Thomas  10:49 – Meet Dr. Susan Tanner  12:30 – AI and Legal Ethics  13:30 – What is Universal Design for Learning?  20:59 – Applying Universal Design in Legal Practice  24:45 – Using AI to Support Diverse Thinkers  29:33 – AI as a Communication Partner  34:01 – Law Students and AI Adoption  38:04 – AI for Lawyer Productivity and Mental Health  44:00 – Enhancing Critical Thinking with AI  46:00 – Wrap-Up and Final Thoughts 

What if the key to better legal work isn't just smarter tools but more inclusive ones? Susan Tanner, Associate Professor at the University of Louisville Brandeis School of Law, joins Zack Glaser to explore how AI and universal design can improve legal education and law firm operations. Susan shares how tools like generative AI can support neurodiverse thinkers, enhance client communication, and reduce anxiety for students and professionals alike. They also discuss the importance of inclusive design in legal tech and how law firms can better support their teams by embracing different ways of thinking to build a more accessible, future-ready practice. The conversation emphasizes the need for educators and legal professionals to adapt to the evolving landscape of AI, ensuring that they leverage its capabilities to better serve their clients and students.   Links from the episode:   NetDocuments NetDocuments Demo Request Listen to our other episodes about diversifying learning strategies and the AI revolution: #405: The Diverse Way People Think, with Temple Grandin: Apple Podcasts | Spotify | Lawyerist #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com. Chapters:  00:00 – Intro and Lawyerist's New Programs  03:50 – NetDocuments with Patric Thomas  10:49 – Meet Dr. Susan Tanner  12:30 – AI and Legal Ethics  13:30 – What is Universal Design for Learning?  20:59 – Applying Universal Design in Legal Practice  24:45 – Using AI to Support Diverse Thinkers  29:33 – AI as a Communication Partner  34:01 – Law Students and AI Adoption  38:04 – AI for Lawyer Productivity and Mental Health  44:00 – Enhancing Critical Thinking with AI  46:00 – Wrap-Up and Final Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Temi Siyanbade, founder of TOS Legal, discusses the importance of video marketing for legal professionals. She shares her journey into using video to connect with clients and build her brand, emphasizing the need to overcome the fear of being on camera. Temi explains how video can enhance legal marketing by building rapport with potential clients and providing valuable information. She also offers practical advice on starting with basic equipment and measuring success in video marketing, encouraging lawyers to embrace this medium to better serve their clients.  Additionally, Zack talks with the folks at NetDocuments about the importance of organizing your digital files and recent advancements in document search.  Links from the episode:    Request a demo from NetDocuments  Show, Don't Tell by Temi Siyanbade  

In this conversation, Temi Siyanbade, founder of TOS Legal, discusses the importance of video marketing for legal professionals. She shares her journey into using video to connect with clients and build her brand, emphasizing the need to overcome the fear of being on camera. Temi explains how video can enhance legal marketing by building rapport with potential clients and providing valuable information. She also offers practical advice on starting with basic equipment and measuring success in video marketing, encouraging lawyers to embrace this medium to better serve their clients.  Additionally, Zack talks with the folks at NetDocuments about the importance of organizing your digital files and recent advancements in document search.  Links from the episode:    Request a demo from NetDocuments  Show, Don't Tell by Temi Siyanbade   Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast interview, the speakers will discuss and uncover the partnership between Buchanan Ingersoll and NetDocuments (PatternBuilder Max) and the implementation process.  Moderator:   Nancy Griffing, President 3545 Consulting - Global    Speakers:   Scott M. Angelo, Chief Information Officer, BIPC Jared L. Gullbergh, Director - Shared IT Services and Information Governance, BIPC Michael Hill - Director of Product Marketing, NetDocuments

Send us a textStruggling to keep up with the demands of modern legal work? Imagine a cloud platform that boosts productivity and simplifies your workflow. This week, I'm joined by Kaden Smith, Director of Inside Sales for EMEA at NetDocuments, the number one trusted cloud platform for legal professionals. Kaden dives into the future of document automation, the biggest challenges in adopting tech and what it takes to transform your practice with the right tools. If you want to stay ahead in the ever evolving legal tech world, don't miss this episode, go give it a listen now!So why should you be listening in? You can hear Rob and Kaden discussing:- Evolution of Legal Practices- AI's Impact on Legal Work- NetDocuments' Roles and Duties- The Shift Towards Cloud-Based Solutions- The Future of Legal Tech with AIConnect with Kaden hereSupport the show

In this episode recorded at the NetDocuments Inspire EMEA conference in London, Dan Hauck outlines the strides made in integrating AI into legal document management. The discussion begins with a reflection on a previous webinar and the decision to avoid common, simplistic AI solutions like chatbots, instead focusing on using LLMs for intelligent document tagging. The development and features of NetDocuments' AI suite, ndMax, are detailed, emphasizing automated processes like semantic search, document metadata enrichment, and contract summarization. The conversation also touches on the importance of embedding AI seamlessly into existing workflows to enhance the work experience for attorneys, improve client service, and retain top talent. Additionally, they explore future enhancements, the integration of custom legal applications, and the overarching strategy of simplifying AI use within the platform.    AI in Legal: A Thoughtful Approach Developing ndMax: Tackling Legal Challenges with AI  The Shift to Semantic Search  Building Legal Apps with ndMax AI Integration and Lawyer Experience  Simply Intelligent: The New Messaging   Learn More: Dan - NetDocuments.com Zach - https://www.legallydisrupted.com/   Follow Along: Dan - https://www.linkedin.com/in/danhauck Zach - linkedin.com/in/zachabramowitz

Welcome to today's episode of AI Lawyer Talking Tech! We'll explore how AI is shaping the legal industry, from iManage CEO Neil Araujo's outstanding contributions to the launch of cutting-edge tools like Brightflag's generative AI assistant for legal spend management and NetDocuments' ndMAX Assist. We'll also delve into the broader implications of AI in legal workflows, national security regulations affecting tech investments, and innovations democratizing access to legal services. Plus, we'll touch on the rising trend of decentralized platforms for legal professionals and the latest in litigation technology funding. Stay tuned for an exciting discussion on the future of legal tech! iManage CEO Neil Araujo Receives Outstanding Achievement Award at 2024 British Legal Technology Awards22 Nov 2024Legal Technology News - Legal IT Professionals | Everything legal technologyReminder: Webinar with NetDocuments – ndMAX Assist demo plus a discussion on the future of agentic AI21 Nov 2024Legal IT InsiderBrightflag Launches the First GenAI Assistant for Legal Spend and Matters21 Nov 2024Legal Technology News - Legal IT Professionals | Everything legal technologyTreasury Issues Final Regulations Prohibiting Certain US Investment in Chinese Technology Companies21 Nov 2024Akin Gump Strauss Hauer & FeldLos Angeles Times Honors Two Hunton Andrews Kurth Partners as 2024 Business of Law Visionaries21 Nov 2024Andrews KurthMost AI National Security Regs Likely To Remain in Place Under the Next Administration21 Nov 2024SkaddenCresta Closes $125 Million Series D21 Nov 2024CooleyiManage CEO Neil Araujo receives Outstanding Achievement Award at 2024 British Legal Technology Awards22 Nov 2024Legal FuturesVAIOT Launches Legal Torch to Democratize Access to Affordable Legal Support22 Nov 2024CoinmarketcapSchools invited to take part in Law Society Legal Ambitions22 Nov 2024Irish Legal NewsWith Trump as president, can TikTok in the U.S. survive?22 Nov 2024AOL.comInsuristic Launches ‘Unoccupied Care Pro' to Simplify Unoccupied Property Insurance for Solicitors22 Nov 2024Today's Wills & ProbateCourts in Buenos Aires are using ChatGPT to draft rulings22 Nov 2024Rest of WorldNIBS: Pramata, Contract Network, Trellis + Patlytics22 Nov 2024Artificial LawyerOpenAI Faces Allegations of Data Loss in Copyright Dispute #178122 Nov 2024Geek News Central PodcastABA issues first ethics guidance on a lawyer's use of AI tools in practice22 Nov 2024LegalNews.comMiley Cyrus Claps Back Against ‘Flowers' Copyright Infringement Lawsuit — Where's Bruno Mars?22 Nov 2024Digital Music NewsUH law school launches expungement automation tool21 Nov 2024University of Hawaii SystemTheo Ai: Litigation Platform Company Raises $2.2 Million (Pre-Seed)21 Nov 2024Pulse 2.0The New York Times says OpenAI deleted possible evidence from the lawsuit21 Nov 2024WhatsNew2DayHow to de-identify legal documents with Tonic Textual20 Nov 2024Security BoulevardFinding The Right Tech For Fractional And Small Practices21 Nov 2024Above The LawAddressing California's Access to Justice Crisis by Fundamentally Rethinking Legal Services: A Conversation with Stanford's David Engstrom and Lucy Ricc21 Nov 2024Stanford Law School‘Google Must Divest Chrome,' Possibly Android, Says DOJ; Google Fires Back21 Nov 2024CRNAmid X X-odus, Nothing But Bluesky from Now On21 Nov 2024LawSitesLawyerist Podcast #532: 5 Hidden Values That Will Transform Your Law Practice, with John Blakely21 Nov 2024Legal Talk Network

In today's episode of 'AI Lawyer Talking Tech,' we explore the latest developments reshaping the legal landscape. From Elevate's strategic acquisition of Redgrave Data to the evolving role of AI in legal research and document automation, we cover how technology is transforming law firms and the legal profession. We'll discuss why AI still struggles with the nuances of legal reasoning, despite its growing adoption, and look at groundbreaking initiatives like Qura's AI-driven search engine. Plus, we delve into regulatory updates, including new transparency laws and the impact of generative AI on business models. Stay tuned as we break down these stories and more, highlighting the intersection of technology, innovation, and law. BREAKING NEWS: Law Company Elevate Buys Redgrave Data24 Sep 2024Artificial LawyerComment: Why AI Still Can't Match a Lawyer's Palate24 Sep 2024Legal IT InsiderIUNO selects NetDocuments for legal AI and document automation24 Sep 2024Legal Technology News - Legal IT Professionals | Everything legal technologyQura Raises €2.1m To Build Legal AI Search Engine24 Sep 2024Artificial LawyerLegal AI Catches What Lawyers Miss, But Lawyers Shouldn't Fear It24 Sep 2024Legaltech on MediumWhat is AI and How Can Law Firms Use It?24 Sep 2024Legaltech on MediumHow Will AI Affect the Legal Industry?24 Sep 2024Legaltech on Medium6 Tips to Overcome Common Contract Management Issues: How ALOE Can Help Your Legal Team23 Sep 2024Bigfork TechnologiesTexas AG uses consumer protection law to enforce against B2B clinical health GenAI company24 Sep 2024Hogan LovellsAI Firm Reaches Settlement With Texas Attorney General Over Misleading Accuracy Claims24 Sep 2024Baker Donelson Bearman Caldwell & Berkowitz PCNew California Law Will Require AI Transparency and Disclosure Measures23 Sep 2024Mayer BrownHow Google Ads' AI Tools Can Improve Your Law Firm's Video Campaigns24 Sep 2024JD SupraMurphy encourages applications to the first Legal Administration Part-time Collaborative Academy24 Sep 2024Economy-Ni.Gov.UkNew cybersecurity incident response plans for lawyers in the works24 Sep 2024Florida Bar NewsIn depth: Challenges and opportunities faced by junior lawyers24 Sep 2024Law Society GazetteMastering AI: Meet the lawyers redefining tech in law24 Sep 2024Legal CheekOver 40% of lawyers now use AI to accelerate their work24 Sep 2024Legal CheekQura Raises €2.1m To Build Legal AI Search Engine24 Sep 2024Artificial LawyerJoe Cohen On The GenAI Rollout At Charles Russell Speechlys24 Sep 2024Artificial LawyerGenAI Triggers The Long Journey To Business Model Change24 Sep 2024Artificial LawyerNevada DETR to use AI to increase efficiency for benefits appeals process23 Sep 2024Yahoo.comAI use among lawyers soaring but impact on fees uncertain23 Sep 2024Legal FuturesATR Op-Ed in The Washington Times: “Congress Urged to Preempt State AI Regulations”23 Sep 2024Americans for Tax ReformLegislation to outlaw lying in public office not needed as 'sanctions are already high', says minister23 Sep 2024MSN UKExperts Revisit Supreme Court's Landmark Cases, Preview Next Term's Docket23 Sep 2024District of Columbia Bar

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/

Zack talks with lawyer and digital marketing guru, Seth Price, about the struggles of scaling a small law firm. They discuss how to think about hiring, growing, and investing in your own firm. Seth shares his own growing pains and discusses how he and his partner took Price Benowitz LLP from two to over forty lawyers in less than a decade. If you listen closely, you'll also get some tips on how to use AI to help you hire the right person for the right job.  Links from the episode:   Lawyerist Complete Guides  Check out NetDocuments!    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! 

Zack talks with lawyer and digital marketing guru, Seth Price, about the struggles of scaling a small law firm. They discuss how to think about hiring, growing, and investing in your own firm. Seth shares his own growing pains and discusses how he and his partner took Price Benowitz LLP from two to over forty lawyers in less than a decade. If you listen closely, you'll also get some tips on how to use AI to help you hire the right person for the right job.  Links from the episode:   Lawyerist Complete Guides  Check out NetDocuments!    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! 

Welcome to this episode of FP&A Tomorrow, a podcast where we explore the currency state of financial planning and analysis (FP&A) and the future of business operations. Hosted by Paul Barnhurst, also known as the FP&A Guy, this episode is sponsored by Abacum, the leading mid-market FP&A solution. This week, we're diving into the crucial relationship between FP&A and product management, featuring insights from three distinguished guests: Dara Goroff, Navya Rehani Gupta, and Urvi Kapadia.This special episode focuses on the synergy between FP&A and product management, addressing the essential qualities of a fruitful partnership that drives business growth and product success.A little about our guests:Dara Goroff: Specializes in product management within the automotive space, currently leading initiatives at I-CAR to standardize collision repair education.Navya Rehani Gupta: Chief Product Officer at Peek, with a rich background in engineering, finance, and high-growth startups.Urvi Kapadia: FP&A Manager at Netdocuments, bringing an accounting perspective to tech and product finance, with experience in various industries including manufacturing.Expect to Learn:The Art of Possibility: Understanding how FP&A can support product management through the lens of future potential, not just immediate financials.Customer-Centric Financial Planning: The importance of FP&A professionals familiarizing themselves with customer needs and product value propositions.Strategic Alignment and Empathy: Both teams striving for mutual understanding and alignment on business objectives to ensure cohesive movement towards shared goals.Analytical Collaboration: Leveraging analytical skills in both domains to iterate product features and pricing strategies that align with market demands and financial realities.Early Involvement and Transparency: The significance of involving FP&A in product planning stages for better financial planning and risk management.This episode promises a comprehensive look into how FP&A and product management can collaborate more effectively, emphasizing strategic alignment, empathy, and a shared vision for the future. Whether you're deeply embedded in FP&A, just beginning your journey, or part of a product team, these insights will guide you in fostering stronger, more productive relationships across these critical business functions.Some Insightful quotes:On Strategic Partnership:“True excellence in FP&A comes from not just understanding the numbers, but from understanding the story behind the numbers. It's about being a strategic partner who can translate data into actionable insights." - This highlights the evolving role of FP&A professionals from number crunchers to strategic advisors who can guide decision-making processes.On Collaboration with Product Management:"The magic happens when FP&A and product management see the art of the possible together. It's not just about balancing the books; it's about understanding and investing in the future of the product." - This quote encapsulates the importance of collaboration between FP&A and product teams, emphasizing a shared vision for innovation and growth.On Analytical Prowess:"An FP&A professional's strength lies in their ability to see beyond the immediate financials to the broader business implications. It's about connecting the dots in ways that others haven't yet seen." - This quote reflects the analytical prowess required in FP&A, highlighting the need to provide insights that drive forward-thinking strategies.On the Importance of Customer Understanding:"FP&A isn't just about internal...

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

Beth and Debbie talk with Alecha Stackle, Chief Marketing Officer at NetDocuments, as she shares her transformative journey and expertise in leading remote teams. From navigating the ever-evolving landscape of marketing to fostering global team cohesion, Stackle's strategies and reflections provide valuable insights for aspiring leaders and marketers alike, offering a nuanced perspective on the challenges and triumphs in the dynamic world of modern business.   Check out the show notes for this episode on our website.   Connect with us: Facebook Twitter LinkedIn

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

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

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

You know what they say about the cobbler's kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.  Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.   Links from the episode:   The Prenup Prescription  Check out Aaron's Prenup Website!      If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

You know what they say about the cobbler's kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.  Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.   Links from the episode:   The Prenup Prescription  Check out Aaron's Prenup Website!     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

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

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

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

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

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That's why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.   Links from the episode:   The Naked Mind by Annie Grace   The Alcohol Experiment by Annie Grace     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You are leading your law firm, but you can't do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.   Links from the episode:   The Second in Command by Cameron Herold   Leadership Training Course     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

You are leading your law firm, but you can't do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.   Links from the episode:   The Second in Command by Cameron Herold   Leadership Training Course     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.    

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.  Links from the episode:   The Compound Effect by Darren Hardy    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.   

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.  Links from the episode:   Brene Brown Books     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.  Links from the episode:   Brene Brown Books     If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 - Introductions 02:30 - Lexis+ AI Product Launch 22:50 - ACC/Everlaw survey suggests clients are pushing tech in a big way (Selected by Joe Patrice and Stephen Embry) 38:27 - The 2023 Start/Stop Survey: CoCounsel Best New Product, Analytics Segment Shakeout (Selected by Jean O'Grady) 45:40 - DOJ will connect with pro bono tech platform (Selected by Victor Li) 50:42 - NetDocuments' AI-Driven PatternBuilder MAX Is Now Generally Available; Comes with Nine Apps for Common Legal Use Cases (Selected by Bob Ambrogi)

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

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

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

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator.   Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you're on, you'll find helpful advice in this episode.   Links from the episode:   The Salary Negotiator    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

As lawyers, we often negotiate for our clients. But are we able to negotiate for ourselves? In this episode, Stephanie talks with Brandon Bramley, Founder of The Salary Negotiator.   Learn common misperceptions about the salary negotiation process plus tons of tips that both the employee and employer can use to reach a better outcome. No matter which side of the table you're on, you'll find helpful advice in this episode.   Links from the episode:   The Salary Negotiator    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian's story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney.   Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs.   Links from the episode:   Lawyers Depression Project   The Addicted Lawyer    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to   Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode.  

In this episode, Stephanie talks with Brian Cuban, author of The Addicted Lawyer. Hear Brian's story of how he battled addiction to alcohol and cocaine starting in college, then law school, and finally as a practicing attorney.   Brian and Stephanie also explore why a compassionate community is a must for everyone in the profession and three easy questions we can ask each other when we see worrisome signs.   Links from the episode:   Lawyers Depression Project   The Addicted Lawyer    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  Thanks to Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

A new Kennedy-Mighell Report game has begun. The premise? Dennis has a whole lot of ideas, and Tom just loves pointing out their flaws. The guys introduce a new segment called “Thumbs Up or Thumbs Down?” Dennis, in his ever-springing optimism, shares his latest notions, and Tom uses his practical, skeptical reasoning to determine whether they have merit or need to be thrown out the window. And, there's no time like summertime to return to Dennis and Tom's “Hot or Not?” segment. So, should you revise your law firm's strategic plan in view of new AI developments? The guys talk about whether tech-focused planning should be the hottest thing on your to-do list.  As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends. Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions. Show Notes - Kennedy-Mighell Report #345 A Segment: Ideas Ideas Ideas Time for a new MacBook Air? Is Microsoft Copilot worth the price tag? Ask Me Anything Webinars on Zoom New Signal-Tracking for Legal Trends? Privacy Certifications - CIPP, etc.  New Law School Tech?—Climate Technology Law Are Substack Newsletters a good way to monetize content? B Segment: Hot or Not: Law Firm Strategic Planning Parting Shots: Wonderboom 3 Bluetooth Speaker PatternBuilder MAX demo from NetDocuments

A new Kennedy-Mighell Report game has begun. The premise? Dennis has a whole lot of ideas, and Tom just loves pointing out their flaws. The guys introduce a new segment called “Thumbs Up or Thumbs Down?” Dennis, in his ever-springing optimism, shares his latest notions, and Tom uses his practical, skeptical reasoning to determine whether they have merit or need to be thrown out the window. And, there's no time like summertime to return to Dennis and Tom's “Hot or Not?” segment. So, should you revise your law firm's strategic plan in view of new AI developments? The guys talk about whether tech-focused planning should be the hottest thing on your to-do list.  As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends. Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions. Show Notes - Kennedy-Mighell Report #345 A Segment: Ideas Ideas Ideas Time for a new MacBook Air? Is Microsoft Copilot worth the price tag? Ask Me Anything Webinars on Zoom New Signal-Tracking for Legal Trends? Privacy Certifications - CIPP, etc.  New Law School Tech?—Climate Technology Law Are Substack Newsletters a good way to monetize content? B Segment: Hot or Not: Law Firm Strategic Planning Parting Shots: Wonderboom 3 Bluetooth Speaker PatternBuilder MAX demo from NetDocuments

In this month's episode, Aubrey and TJ sit down with NetDocuments' General Counsel and Privacy Officer Matt Hemmert to chat about the topic dominating headlines everywhere: Generative AI. We talk about what the technology is (and what it isn't), what questions leaders should be asking as they evaluate the use of this technology, as well as some best practices leaders can incorporate right now to ensure they are using the technology safely. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

Zack Glaser sits down with Thomas Officer and Scott Kelly co-founders of PatternBuilder, to discuss document automation, advanced content management, and what NetDocuments sees in their company AfterPattern. Learn how they are continuing to innovate in the automation space and what new features we can expect in the coming months. Links from the episode:  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

Zack Glaser sits down with Thomas Officer and Scott Kelly co-founders of PatternBuilder, to discuss document automation, advanced content management, and what NetDocuments sees in their company AfterPattern. Learn how they are continuing to innovate in the automation space and what new features we can expect in the coming months. Links from the episode:  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.

On Nov. 7, 2022, at the NetDocuments Inspire 2022 conference for its customers and partners, LawNext host Bob Ambrogi moderated a fireside chat with four legal innovation leaders on the trends driving their organizations and legal teams and how they are addressing current challenges to set up their organizations for the next decade of success. NetDocuments and the four panelists have graciously consented to sharing the recording of that chat with the listeners of LawNext.  The four panelists were: John Hunter, Chief Information Officer, Council of Europe.  Mike Lucas, Chief Information Officer, Wilson Sonsini. Maurice Tunney, Director of Technology and Innovation, Keystone Law. Craig Umbaugh, Denver Office Managing Partner, Hogan Lovells, and also Global Head of the firm's Sports, Media, and Entertainment Group The theme of the conference focused on patterns of work, patterns of knowledge, and patterns of success, and so the fireside chat was organized around those themes. The panelists discuss major challenges they have addressed with regard to the evolving nature of the workplace, how they capture their organizations' internal knowledge and use it strategically, and how, in a time of such volatility, their organizations are preparing for continued success in the future.    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. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.