Podcast appearances and mentions of stephanie everett

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts  

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts   Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:  (00:00) Introduction  (04:36) Diving into Key Performance Indicators (KPIs)  (06:38) Understanding Your Firm's Profitability: Net Profit Margin  (10:47) Optimizing Team Productivity: Utilization Rate  (15:51) Maximizing Revenue Collection: Realization Rate  (21:21) Improving Cash Flow: Managing AR Aging  (25:36) Strategic Insights: Revenue by Practice Area  (28:32) Working with a Financial Coach and a Special Announcement 

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters:  (00:00) Introduction  (04:36) Diving into Key Performance Indicators (KPIs)  (06:38) Understanding Your Firm's Profitability: Net Profit Margin  (10:47) Optimizing Team Productivity: Utilization Rate  (15:51) Maximizing Revenue Collection: Realization Rate  (21:21) Improving Cash Flow: Managing AR Aging  (25:36) Strategic Insights: Revenue by Practice Area  (28:32) Working with a Financial Coach and a Special Announcement  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Boosting efficiency starts with basic tools your law firm probably already has! But, if you're not engaging with your tools effectively, your firm may very well be falling behind the competition. Niki Black and Stephanie Everett talk with Dan Lear about their session on enhancing law firm workflows and client experience with simple, innovative technology. Embracing tools for scheduling, finances, communications, and more improves your firm's productivity, draws in new clients, and helps you do your best work.  Nicole Black is an attorney, author and journalist, and serves as the principal legal insight strategist at MyCase (AffiniPay). She is the nationally-recognized author of “Cloud Computing for Lawyers” and co-authored “Social Media for Lawyers: The Next Frontier”.  Stephanie Everett is CEO and a Law Firm Business Coach at Lawyerist and serves as Affinity Consulting Group's Chief Growth Officer. She is a co-author of Lawyerist's book, “The Small Firm Roadmap”. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this “Super Episode,” host Adriana Linares is joined by Stephanie Everett, a host for the Lawyerist podcast on the Legal Talk Network and the chief growth officer, lab coach, and speaker with Lawyerist, a firm dedicated to helping solo and small legal practices flourish in every area including marketing, finance, staffing, and legal tech. Twice the hosting! Together, they tackle the transition to flat-fee billing and explain how it can sometimes be a better solution for lawyers and their clients.  Clients are used to the traditional billable hour, but in reality, they aren't paying for your time, they are paying for results. They are paying you for what you achieve. So why not bill that way?  This doesn't have to be all or nothing. Some jobs can be better handled with a straight up, flat fee or a subscription model. Others may still require hourly billing. Or maybe one part of the case is a set amount, with hourly add-ons if the case drags on.  The goal is never to see your practice earn less revenue, but flat-fee billing can benefit both client and lawyer. Think of how many times clients were afraid to call you or chat a bit to build a relationship because they worried the clock was ticking. Hear how you can try it out, “play with” a rate shift. Maybe even present clients with an option. If you've been curious about how flat-fee billing can work, this is the episode for you.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Flat-fee billing? It can be done, and it can offer advantages to both clients and law firms. Clients are paying for results, not “hours. How you price your services doesn't have to be one way or the other. It can be both. Some tasks can be set for a straight up, transparent flat fee. Others may work best at an hourly rat Explaining fees to clients is a new concept. But clients often warm up to new ways of doing things if they're given the chance and understand their options. It starts with honest, clear conversations. (Don't forget to help your own staff understand, too.)  Mentioned in This Episode: Previously on Lawyerist podcast, “#547: Legal Tech You Need for Flat Fees, with Adriana Linares” ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they've got you covered.  Links from the episode:   Amplify your legal practice with Paxton AI   Paxton AI  We just announced a $22M Series A funding round  Listeners can sign up for our webinar - accelerating your practice with AI on 2/19 here.   CHAPTERS:   00:00 - Best Law Firm Websites Contest   04:16 - AI in Legal Research with Paxton.ai   12:39 - Introduction to Stephanie   16:48 - Define Vision and Business Strategy   19:30 - Legal and Financial Framework Setup   22:49 - Legal Tech Stack Overview   26:54 - Marketing Strategies for Law Firms   31:05 - Financial and Operational Discipline   33:35 - Key Performance Indicators (KPIs) Tracking   37:15 - Importance of Saying No in Business   39:45 - Five Essential Actions for Success   41:43 - Outro 

In this “Super Episode,” host Adriana Linares is joined by Stephanie Everett, a host for the Lawyerist podcast on the Legal Talk Network and the chief growth officer, lab coach, and speaker with Lawyerist, a firm dedicated to helping solo and small legal practices flourish in every area including marketing, finance, staffing, and legal tech. Twice the hosting! Together, they tackle the transition to flat-fee billing and explain how it can sometimes be a better solution for lawyers and their clients.  Clients are used to the traditional billable hour, but in reality, they aren't paying for your time, they are paying for results. They are paying you for what you achieve. So why not bill that way?  This doesn't have to be all or nothing. Some jobs can be better handled with a straight up, flat fee or a subscription model. Others may still require hourly billing. Or maybe one part of the case is a set amount, with hourly add-ons if the case drags on.  The goal is never to see your practice earn less revenue, but flat-fee billing can benefit both client and lawyer. Think of how many times clients were afraid to call you or chat a bit to build a relationship because they worried the clock was ticking. Hear how you can try it out, “play with” a rate shift. Maybe even present clients with an option. If you've been curious about how flat-fee billing can work, this is the episode for you.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Flat-fee billing? It can be done, and it can offer advantages to both clients and law firms. Clients are paying for results, not “hours. How you price your services doesn't have to be one way or the other. It can be both. Some tasks can be set for a straight up, transparent flat fee. Others may work best at an hourly rat Explaining fees to clients is a new concept. But clients often warm up to new ways of doing things if they're given the chance and understand their options. It starts with honest, clear conversations. (Don't forget to help your own staff understand, too.)  Mentioned in This Episode: Previously on Lawyerist podcast, “#547: Legal Tech You Need for Flat Fees, with Adriana Linares” ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report Learn more about your ad choices. Visit megaphone.fm/adchoices

Dreaming of launching your own law firm or leveling up your current practice? In this episode, Stephanie Everett shares the top five game-changing strategies you need to know to build a thriving law firm. From crafting a crystal-clear vision to mastering your tech stack and establishing solid legal and financial foundations, they've got you covered.  Links from the episode:   Amplify your legal practice with Paxton AI   Paxton AI  We just announced a $22M Series A funding round  Listeners can sign up for our webinar - accelerating your practice with AI on 2/19 here.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared may be too busy to write personalized Valentines for each member of the Legal Toolkit community, so, instead, he's gifting you with a special rebroadcast of an excellent episode from our friends over at Lawyerist. In this episode, Stephanie Everett sits down with Matthew Hunt on Lawyerist Podcast to break down the art of creating high-impact, snackable content for LinkedIn. Because let's face it—if you're not using LinkedIn to boost visibility, generate leads, and build real connections, you're leaving opportunities on the table. Matthew shares his best strategies for turning LinkedIn into a powerful tool for growing your law firm, attracting referrals, and making sure you stay top of mind in your network. Get ready to rethink how you use LinkedIn!

Jared may be too busy to write personalized Valentines for each member of the Legal Toolkit community, so, instead, he's gifting you with a special rebroadcast of an excellent episode from our friends over at Lawyerist. In this episode, Stephanie Everett sits down with Matthew Hunt on Lawyerist Podcast to break down the art of creating high-impact, snackable content for LinkedIn. Because let's face it—if you're not using LinkedIn to boost visibility, generate leads, and build real connections, you're leaving opportunities on the table. Matthew shares his best strategies for turning LinkedIn into a powerful tool for growing your law firm, attracting referrals, and making sure you stay top of mind in your network. Get ready to rethink how you use LinkedIn! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Stephanie Everett, CEO and Administrator of Mountrail County Medical Center, shares her remarkable journey of leadership and community-focused innovation in rural North Dakota. From navigating staffing challenges to spearheading a $47 million nursing home project, Stephanie highlights the importance of culture, collaboration, and care in building a thriving healthcare campus.

Stephanie Everett, Chief Growth Officer and Business Coach at Lawyerist, shares the 6 principles she teaches businesses to grow in a healthy and sustainable way. She covers topics ranging from the mindset of the owner, to how to set a clear vision and hire a stellar team, plus why she hates hourly billing and what you should do instead.Learn more about her companies here: lawyerist.com and affinityconsulting.comTimestamps00:00 Highlight and Intro01:51 Stephanie Everett's Journey to Lawyerist04:58 Transitioning to Ownership and Leadership09:41 Merging Companies16:53 Coaching at Scale: A New Approach23:32 Building a Healthy Owner Mindset33:36 Defining a Clear Vision for Your Business44:32 The Importance of Team Values50:46 How To Find Great Employees54:32 Attracting and Retaining Ideal Clients1:05:17 How To Get Off Hourly Billing1:09:47 Implementing The Right Systems and Technology1:19:10 Final ThoughtsClearBrand Social & WebsiteWebsite: https://clearbrand.com/X (Twitter): /clearbrand_LinkedIn: /clearbrand-co/Instagram: /clearbrand_Facebook: /clearbrandcoNewsletter: https://clearbrand.com/subscribe/

In this episode of the Lawyerist Podcast, Stephanie Everett and Law Firm GC founder Jonathan Hawkins dive into essential lawyer protections that every law firm needs to avoid common legal pitfalls. Jonathan shares expert advice to safeguard your practice from client, staff, and third-party risks. Discover how to draft solid retainer agreements, ensure adequate insurance coverage, and implement robust conflict processes and cybersecurity measures. These strategies are crucial for any law firm aiming to thrive. Plus, learn about the importance of written policies and wellness support for attorneys.  Links from the episode:   Golden Rules Retainer Agreements  Subscribe to our Youtube channel   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! 

In this episode of the Lawyerist Podcast, Stephanie Everett and Law Firm GC founder Jonathan Hawkins dive into essential lawyer protections that every law firm needs to avoid common legal pitfalls. Jonathan shares expert advice to safeguard your practice from client, staff, and third-party risks. Discover how to draft solid retainer agreements, ensure adequate insurance coverage, and implement robust conflict processes and cybersecurity measures. These strategies are crucial for any law firm aiming to thrive. Plus, learn about the importance of written policies and wellness support for attorneys.  Links from the episode:   Golden Rules Retainer Agreements  Subscribe to our Youtube channel  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 another episode of The Law Firm Blueprint #summerseries! In this episode, Seth Price sits down with Stephanie Everett, the Chief Lab Coach and CEO of Lawyerist, to discuss the fundamentals of building a healthy law firm. Lawyerist, known for its emphasis on sustainability and comprehensive growth strategies, offers invaluable insights for law firm owners at every stage of their journey. Stephanie shares the core philosophy of Lawyerist, emphasizing the importance of a healthy firm — not just in terms of profits but also strategy, team, systems, processes, and the well-being of the owner. The discussion covers various aspects of their Lawyerist Lab program, designed to cater to law firms from startup phases to legacy planning, ensuring a robust framework for growth and sustainability. Tune in to learn about the importance of mindset shifts for law firm owners, the critical role of non-lawyer administrators, and innovative succession planning strategies. Discover how Lawyerist is helping lawyers build successful, forward-thinking practices that adapt to modern challenges and opportunities. Don't miss this insightful conversation packed with practical advice for every law firm owner! #LawFirm #LawFirmGrowth #LegalMarketing #Lawyerist #SummerSeries

Stephanie Everett is CEO of Lawyerist, a major league coaching program for lawyers that is dedicated to improving its members' lives through growing and sustaining a healthy business. She also hosts the popular Lawyerist Podcast, which is geared toward improving the workflow of law firms. On top of this, Stephanie has co-authored the bestselling book, The Small Firm Roadmap Revisited. Here's a Glimpse of What You'll Learn 0:00 Introduction 2:12 How Stephanie Got Started 4:10 Deciding to Leave Big Law 5:41 Creating the ‘Lawyerist Podcast' 7:15 What Stands Out About Lawyerist 10:20 Process of Coaching Lawyers 15:39 Coaching Different Kinds of Lawyers 18:15 Biggest Client Success Stories 22:05 Stephanie's Mentors 23:24 Daily Rituals and Routines 25:20 Wrapping Up Lawyerist is a team of veteran legal professionals, tech enthusiasts, and business coaches dedicated to the improvement of lawyers' lives and wellbeing in and out of the office. Their resources and expertise are effectively endless as they provide what you need to know about running your firm and getting more out of it. This isn't a program that will tell you to simply charge more and work less. Instead, they work with you to develop solutions to your problems that keep work interesting. Check out the Lawyerist team today. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Stephanie Everett of Lawyerist This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.

In this week long series, Lawyers Who Lead covers insights from 2024 ABA Tech Show in Chicago, Illinois. In episode one, we interview Stephanie Everett, the CEO of Lawyerist. Stephanie, a pioneer in the legal tech space and a recognized contributor to legal tech and innovation, delves into her journey from owning a law firm to becoming a business coach for lawyers. She discusses the challenges lawyers face in running a business and how they can strategically tackle them. She further advocates for shifting from billable hours towards more innovative billing solutions. Stephanie also addresses the significance of effectively leading in the legal tech sector, emphasizing the necessity of making bold, risky statements to instigate change in the profession. Visit https://lawyerist.com/ to learn more.

The Whole Equestrian is known for aiming to bridge the gap between riding and wellness. Lake Girl Retreats offer a transformative experience for women fostering healing, connection, and empowerment all through the lens of mental, emotional, and physical wellness. It seems only natural that Dr. Tyler Held, EdD CMPC of The Whole Equestrian, and Stephanie Everett, M.Ed CHC of Total Evolution Health & Transition would collaborate on an epic journey for equestrians of all levels and disciplines. On this episode of the podcast, we are joined by Lake Girls of the past, present, and future to talk about wellness and what a retreat is all about. With a limited number of participants, these all-inclusive retreats ensure an intimate atmosphere where women can embrace where they've come from to honoring where they are at, all while setting goals and working towards where they want to be. The work done at these retreats showcase women supporting women while arriving at a higher level individually, truly nothing short of magical. This retreat includes: + Accommodations in a lovely lake house on Deep Creek Lake, MD + Over 18 hours total of wellness counseling & mental performance consulting + Delicious and nutritious food & drink! *cheers* + Luxury goodies and one-of-a-kind swag + Movement & adventure + Deep relaxation + Fire pit, hot tub, lake toys and more! If you're interested in this event, please send us a message at stephanie.e.bff@gmail.com. We'll shoot you a survey and connect with you on how we can customize this retreat for YOU

Debbie interviews Stephanie Everett, an authentic and accomplished leader in the legal field. They discuss Stephanie's inspiring journey from a lawyer to a leadership coach, her commitment to authenticity in leadership, and the transformative power of coaching, along with insights on women in leadership and the importance of diversity and inclusivity in building successful teams.    Check out the show notes for this episode on our website.   Connect with us: Facebook Twitter LinkedIn

Episode 44 of the "Everything Except The Law" podcast has arrived! This time we're speaking with Stephanie Everett, the CEO of Lawyerist and co-author of "The Small Firm Roadmap Revisited: A Guide to the Healthy Law Firm of Your Future".In this episode, Stephanie and podcast host Nick Werker discuss the biggest issues with how small law firms have been traditionally run, why small firms shouldn't be afraid to ditch their hourly billing system, why the release of Microsoft 365 Copilot is a grand opportunity for lawyers and much more!About our guest:Stephanie understands what it's like to practice law and run a business. She started her career at a big law firm before co-founding her own real estate litigation firm. As the managing partner, Stephanie watched her firm grow from two lawyers to a team of twenty people in just seven years.Her passion for running a business led her to pursue coaching and consulting so she could help other lawyers who work hard, but often felt stuck in their business. In 2016, a joint venture comprising the State Bar of Georgia, the Georgia Supreme Court, and Georgia's five law schools tapped Stephanie to design and launch Lawyers for Equal Justice, an incubator helping newer lawyers start socially conscious law firms.Stephanie joined the Lawyerist team in 2018 and launched the Lawyerist Lab program—helping lawyers grow and sustain a healthy business. Learn more about Lawyerist here: https://lawyerist.com/Learn more about "The Small Firm Roadmap Revisited" here: https://lawyerist.com/book/Access Lawyerist's free guides here: https://lawyerist.com/resources/#guidesSubscribe to the Answering Legal Channel so you never miss an episode of Everything Except the Law! Check out audio versions of the show on Apple Podcasts, Spotify and Anchor. Learn more about the show here: http://ow.ly/Eni250LekLgInterested in learning more about Answering Legal? Book an appointment to speak with us here: http://ow.ly/LSUq30sjviNYou can also give us a call at 631-400-8000 or go to www.answeringlegal.com

Get Connected with SixFifty, a business and employment legal document automation tool. Sign up for Gavel using the code LAWSUBSCRIBED to get 10% off an annual subscription.  Purchase The Small Firm Roadmap Revisited. Visit Lawyerist and Affinity. Contact Stephanie at stephanie@lawyerist.com. Follow ⁠⁠⁠⁠@lawsubscribed⁠⁠⁠⁠ ⁠⁠⁠⁠everywhere⁠⁠⁠⁠. Visit ⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠ to discover more related content and to subscribe to the newsletter. Sign up for the Subscription Seminar Waitlist at ⁠⁠subscriptionseminar.com⁠⁠. ⁠⁠Become an advertiser⁠⁠. Check out ⁠⁠Mathew Kerbis'⁠⁠ law firm ⁠⁠Subscription Attorney LLC⁠⁠.

Have you heard? We released a new edition of our book! Our goal has always been to help lawyers better manage their firms. Now we have new strategies and stories to help in that journey. Today Jennifer sits down with co-authors of The Small Firm Roadmap Revisited, Aaron & Stephanie. They dive into the reframing they have done since writing the first edition and the major differences in our new book.   Links from the episode:  https://lawyerist.com/book/   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? Check out our coaching community to see if it's right for you.   Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Have you heard? We released a new edition of our book! Our goal has always been to help lawyers better manage their firms. Now we have new strategies and stories to help in that journey. Today Jennifer sits down with co-authors of The Small Firm Roadmap Revisited, Aaron & Stephanie. They dive into the reframing they have done since writing the first edition and the major differences in our new book.   Links from the episode:  https://lawyerist.com/book/   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? Check out our coaching community to see if it's right for you.   Thanks to Posh Virtual Receptionists, Clio, & Gavel for sponsoring this episode.

Welcome to Trial Lawyer View, a podcast designed to bring you insights on the latest legal trends and strategies from some of the best trial attorneys in the country. The latest episode of Trial Lawyer View is a game-changer for trial lawyers! Host and Synergy CEO, Jason D. Lazarus, J.D., LL.M, CSSC, MSCC, sits down with Stephanie Everett, the CEO of Lawyerist and lead coach of the Lawyerist Lab coaching program. They chat about everything you need to know to build and manage a law firm with a business mindset. Stephanie shares her top strategies for creating the best business experience for clients and setting appropriate boundaries around client expectations. Plus, they dive into why law firms should hire a professional or business coach for their business and discuss the ideas around non-lawyer ownership of law firms. If you're a lawyer looking to up your game, this is the episode for you! Tune in now and get ready to take your law firm to the next level. Trust me, this is not to be missed. Thanks for listening!

Are you a law firm owner looking to take your business to the next level? If you are, tune in to our latest Exhibit (A)ttorney episode, where our guest Stephanie Everett shares her top 10 tips to help you grow a firm you can be proud of.

Creating a happy path from intake to invoice makes firm processes easy and efficient, but how do you get there? Hosts Laurence Colletti and Stephanie Everett talk with Adrian Francis and Raquel Trinidad about getting paid without the hassle. They outline the importance of meeting clients where they're at, embracing flexible billing strategies, and using online billing for quick and easy payments. Adrian Francis is a Group Product Manager across Oil & Gas, Supply Chain, and Legal at Clio.  Raquel Trinidad is Manager of Product Marketing at Clio.

Creating a happy path from intake to invoice makes firm processes easy and efficient, but how do you get there? Hosts Laurence Colletti and Stephanie Everett talk with Adrian Francis and Raquel Trinidad about getting paid without the hassle. They outline the importance of meeting clients where they're at, embracing flexible billing strategies, and using online billing for quick and easy payments. Adrian Francis is a Group Product Manager across Oil & Gas, Supply Chain, and Legal at Clio.  Raquel Trinidad is Manager of Product Marketing at Clio.

Bad decision making is a very human problem, but that doesn't mean we can't override our natural tendencies and make successful choices. Host Stephanie Everett taps into Nika Kabiri's insights on science-based decision strategies. They discuss Nika's work at Clio and run through helpful decision making tactics for both your personal and professional life.  Stephanie Everett leads the Lawyerist community and Lawyerist Lab. Nika Kabiri is Senior Director of Decision Science at Clio.

A podcast-episode about a podcast? That sure is meta … and also in English this time. But the Lawyerist is so much more, aside from the podcast that Katharina keeps talking about. Therefore, we are happy and honored to have Stephanie on our show to talk about what the Lawyerist is all about and why small law firms are the speedboats of the industry.    Stephanie Everett is the President of Lawyerist, where she leads the Lawyerist Lab program. She is the co-author of the bestselling book The Small Firm Roadmap and is a regular guest and co-host of the weekly Lawyerist Podcast.    Website: https://lawyerist.com  Podcast: https://lawyerist.com/podcast/  The Small firm Roadmap (book): https://lawyerist.com/book/  Small firm Guides: https://lawyerist.com/resources/#guides  Lawyerist Lab: https://lawyerist.com/coaching/  Website Ranking (2022): https://lawyerist.com/news/best-law-firm-websites/  LinkedIn: https://www.linkedin.com/in/stephanieaeverett/  Website: https://lawyerist.com/about/stephanie-everett/  Instagram: https://www.instagram.com/stepheverettconsulting/  Virtual Receptionist: https://www.mitel.com/features-benefits/virtual-receptionist  Student loans (US): https://www.whitehouse.gov/briefing-room/statements-releases/2022/08/24/fact-sheet-president-biden-announces-student-loan-relief-for-borrowers-who-need-it-most/  The Agile lawyer (Buch von Katharina): https://bisset.at/agile-lawyer/  Kanzlei Start-Up (Buch): https://www.lindeverlag.at/onlineprodukt/kanzlei-start-up-3653  Software:  Canva: https://www.canva.com/de_de/  Doodly: https://www.doodly.com      Subscribe to the Podcast  RSS Feed https://nerdsoflaw.libsyn.com/rss   Apple Podcast https://podcasts.apple.com/de/podcast/nerds-of-law-podcast/id1506472002   SPOTIFY https://open.spotify.com/show/12D6osXfccI1bjAzapWzI4   Google Play Store https://playmusic.app.goo.gl/?ibi=com.google.PlayMusic&isi=691797987&ius=googleplaymusic&apn=com.google.android.music&link=https://play.google.com/music/m/Idvhwrimkmxb2phecnckyzik3qq?t%3DNerds_of_Law_Podcast%26pcampaignid%3DMKT-na-all-co-pr-mu-pod-16   YouTube https://www.youtube.com/playlist?list=PL7rmwzBy-IRGh8JkLCPIjyGMA-nHMtiAC   Deezer https://www.deezer.com/de/show/1138852     Nerds of Law®   http://www.nerdsoflaw.com   https://twitter.com/NerdsOfLaw   https://www.instagram.com/nerdsoflaw/   https://www.facebook.com/NerdsOfLaw/   Music by Mick Bordet www.mickbordet.com    Nerds of Law ® ist eine in Österreich registrierte Wortmarke.     

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 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. 

Are you a believer of the old idea that "the customer is always right?" What happens when that rule comes into conflict with a trusted employee? Is there room for a better, more holistic approach to your firm's service? Our guest this week, Stephanie Everett, is here to advocate for a people-focused, not just client-focused, approach to running your firm and serving your clients. Stephanie is the VP of Community Success at Lawyerist and runs her own law firm consulting and growth coaching firm. Stephanie and I discuss what it means to be people-focused and how many firm owners and managers often miss the mark by putting their employees second. Your employees are a truly valuable resource, and understanding their goals and needs is crucial to your firm's success. This doesn't mean you're ignoring your clients' needs; rather, it's about finding the right balance between all three legs of the stool: owners, employees, and clients, and aligning your values with your employees.  Find Stephanie and Lawyerist at the following links: https://www.facebook.com/stephanie.everett.79 https://www.facebook.com/Lawyerist https://www.linkedin.com/in/stephanieaeverett/ https://www.linkedin.com/company/lawyerist-media-llc/ https://twitter.com/StephAEverett https://twitter.com/lawyerist ----- FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 Here's a link for you to get 20% off your first year of using TextExpander! - https://fivestarcounsel.com/textexpander

Stephanie Everett talks with Energy Lawyer, Author, Blogger & Legal Innovation Influencer Carolyn Elefant about her newest book, Solo by Choice: How to Be the Lawyer You Always Wanted to Be. 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 Energy Lawyer, Author, Blogger & Legal Innovation Influencer Carolyn Elefant about her newest book, Solo by Choice: How to Be the Lawyer You Always Wanted to Be. 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 Lawyerist Lab coach and finance expert, Bernadette Harris, about law firm expenses, when it's okay to spend money on your business, and when debt might even be a good thing.  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.  Check out the winners of this year's Best Law Firm Websites contest!

Stephanie Everett talks with Lawyerist Lab coach and finance expert, Bernadette Harris, about law firm expenses, when it's okay to spend money on your business, and when debt might even be a good thing.  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.  Check out the winners of this year's Best Law Firm Websites contest!

Lab coaches Kelly Street and Stephanie Everett share their best tips and insights to help level up your business for greater success. 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 Postali, Rankings.io, and TextExpander for sponsoring this episode.

Lab coaches Kelly Street and Stephanie Everett share their best tips and insights to help level up your business for greater success. 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 Postali, Rankings.io, and TextExpander for sponsoring this episode.

Lab coaches Kelly Street and Stephanie Everett share their best tips and insights to help level up your business for greater success. 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 Postali, Rankings.io, and TextExpander for sponsoring this episode.

Stephanie Everett leads the Lawyerist community and Lawyerist Lab. She is the co-author of Lawyerist's popular book The Small Firm Roadmap and is a regular keynote speaker at legal conferences and CLEs. Stephanie practiced at a big law firm for five years before co-founding her own firm. As the managing partner, Stephanie watched her firm grow from two lawyers to a team of twenty in just seven years. Stephanie's philosophy: “I guide lawyers to create healthier businesses. I love helping them unlock the potential their firm has and to make life easier. We work too hard and stress too much. I love when someone tells me that their business is better because of our help.” Stephanie's favorite thing about working in this space is getting to build a forward-thinking community of lawyers. “Our lawyers don't have it all figured out- but they are willing to experiment, try, and report back. They inspire and push me.” Website: https://lawyerist.com LinkedIn: https://www.linkedin.com/in/stephanieaeverett/

Stephanie Everett leads the Lawyerist community and Lawyerist Lab. She is the co-author of Lawyerist's popular book The Small Firm Roadmap and is a regular keynote speaker at legal conferences and CLEs. Stephanie practiced at a big law firm for five years before co-founding her own firm. As the managing partner, Stephanie watched her firm grow from two lawyers to a team of twenty in just seven years. Stephanie's philosophy: “I guide lawyers to create healthier businesses. I love helping them unlock the potential their firm has and to make life easier. We work too hard and stress too much. I love when someone tells me that their business is better because of our help.” Stephanie's favorite thing about working in this space is getting to build a forward-thinking community of lawyers. “Our lawyers don't have it all figured out- but they are willing to experiment, try, and report back. They inspire and push me.” Website: https://lawyerist.com LinkedIn: https://www.linkedin.com/in/stephanieaeverett/

We are replaying an older episode where Lawyerist Co-Founder, Sam Glover, and Stephanie Everett talk about the book they co-wrote together, The Small Firm Roadmap.  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 Rankings.io, TextExpander, and Postali for sponsoring this episode.

Join Us As We Welcome The President & Lead Coach Coach At Lawyerist, Stephanie Everett, As She Walks Us Through 4 Easy Ways To Build A Healthier Practice!

Well look at that! It's Episode 3! Charlotte, Emily, and Samantha are back at it again with actor, designer, and playwright Stephanie Everett tackling the topic of courage. Booking auditions, doing portfolio work, getting the interview… these things are hard to do! Listen as they try give you some tools to make things a little less terrifying. For whenever you ask “Where do I start to take the first steps in my careers?”, take a look at the resources we provided in this episode: 185 Powerful Action Verbs That Will Make Your Resume Awesome Indeed Cover Letter Samples The List 2020 How Do You to Make the Perfect Self-Tape? 8 Role-Winning Tips! USITT Education & Training Interview Tips for the Theatre Technician Do you have questions about the theatre world and need answers? You came to the right place! Send your questions over to us here and tune in to our upcoming episodes for more Q&A's! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode with Stephanie Everett, we talk about a few ways you can create micro-experiences for your clients. We cover retainers, graphics and video, and drafting briefs all as ways you can offer your unique value proposition and personal touch to win with your clients.

In this episode with Stephanie Everett, we talk about some of the questions small firm lawyers should ask themselves. When you are struggling with your law firm—struggling with money, struggling with time, struggling to focus—it's helpful to take a step back and ask yourself some hard questions. This episode covers a few of those hard questions, and answers about how you can get back on track.

In this week's episode with Stephanie Everett, we talk about what a mastermind group is and some of the benefits of both joining and creating one. We talk about how to implement a mastermind in your business and how to decide who should be in it.