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.

Bridgette Carr is a clinical professor at Michigan Law and co-directs its Human Trafficking and Immigration Clinic.

Show Notes:

• Waterproof Kindle – The Ultimate combination of High Tech and Low Tech
• NotebookLM adds featured notebooks from The Economist, The Atlantic, and others | TechCrunch
• Personal Strategy Compass | DennisKennedy.Blog

It starts with understanding the “hemispheres” of the brain and understanding yourself and how you think. The world is moving from a “left brain” logical type of approach to a more holistic, creative approach, tapping unconventional, big picture skills. The narrow approach learned in law school and practiced in the past is due for an upgrade. 

There’s a lot going on. Will AI make you more productive, or will it jam you up? Understanding today’s legal landscape and the new era of work demands your attention. 

Lear digs into how fast things are changing. AI is rewriting the very tech we use, and you can’t escape it, only keep up. Take a new look at the future of work, and, equally important, the future of money, outside funding, and the practice of law as a business. 

Join the next Community Table live. What’s on your mind?

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.

Kimberly is Co-Founder and CEO of Fidu, a client experience platform to help you sell, deliver, and scale your flat-fee & subscription legal services.

Show Notes:

• Being is the New Doing by  Radiah Rhodes
• Smart911
• Legal AI Live Webcast on LinkedIn

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:

• Local Library Tech Resources
• Travel Extension Cords! 
• Malwarebytes – Scam Guard
• Legal AI Live
• Perplexity

In this episode, we talk with Victoria Collier, founder of Quid Pro Quo, about how to build a firm that’s not only profitable, but truly sellable. Victoria shares what she learned selling her own estate planning and elder law firm after 18 years—and how she now helps other lawyers do the same. 

You’ll learn what buyers actually look for (hint: it’s not just revenue), why your firm needs to run without you, and how a shift in mindset can create more freedom and future value. Victoria also shares surprising truths about law firm sales—like the possibility of getting cash upfront—and how AI is quickly becoming a key part of due diligence for buyers and sellers alike. 

Listen to our other episodes on the selling your practice: 

#369: Selling Your Practice, with Tom Lenfestey Apple | Spotify |  Lawyerist 

#326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | Lawyerist 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. 

Access more resources from Lawyerist at lawyerist.com. 

Chapters/Timestamps: 

00:00 – Introduction: The Mindset of a Sellable Law Firm 

02:45 – The Dangers of Being the Bottleneck: Why Delegation Matters 

06:58 – Lessons from a Successful Firm Sale: What Works and What Doesn’t 

09:22 – What Buyers Look For: Red Flags and Green Lights in Your Firm 

21:52 – Surprising Realities of Selling a Law Firm: Financing and Debt 

31:21 – AI’s Role in Increasing Your Firm’s Value 

34:02 – Life After Law: Preparing for Your Next Chapter 

36:46 – The Fundamental Mindset Shift: Owning a Business, Not Just a Job 

37:50 – Taking the First Steps Toward a Sellable Firm 

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:

A Segment: On the Go: Your Tech-Enhanced Summer Vacation

• Layla.ai
• Mindtrip.ai
• OneDrive https://onedrive.live.com 
• 1Password https://1password.com/ 
• Nord VPN https://nordvpn.com/ 
• Airalo https://www.airalo.com/ 
• Apple AirTags https://www.apple.com/airtag/ 
• Tile Tile Pro | Bluetooth Tracking Devices | Life360 
• Wise Multi-Currency https://wise.com/us/ 
• AirBnB https://www.airbnb.com/ 
• ResortPass https://www.resortpass.com/ 
• Flighty https://flighty.com/ 
• TripIt https://www.tripit.com/web 
• AirPod Pro https://www.apple.com/airpods-pro/ 
• Google Translate – https://translate.google.com 
• Google Lens
• Anfier M3 Translator Airbuds https://theanfier.com/ 
• Anker Chargers https://www.anker.com 
• Epicka Universal Amazon.com: EPICKA Universal Travel Adapter, European Travel Plug Adapter – International Power Adapter Worldwide Charger with USB-C & 4 USB-A Ports, Travel Essentials for Italy, Japan, Europe, UK (TA-105, Grey) 

B Segment: AI Predicts Tom’s Use of AI for His Vacation

Parting Shots:

• Personal Strategy Compass – https://dennis538.substack.com/p/personal-strategy-compass
• Perplexity Labs – https://www.perplexity.ai/hub/blog/introducing-perplexity-labs 

Correia explains step by step how lawyers can get in the video content game. Buy a tripod, fire up your cell phone, and get started. Modern platforms are your friend, from YouTube to LinkedIn, Loom to VideoAsk, even Zoom. 

Make mastering the art of video your goal this summer. Hear where you can find subject ideas, edit and publish, and use AI to turn recordings into articles. 

Plus, managing remote contract workers to streamline your business, creating “role-based access” to your files, automating tasks and workflows, and getting the most out of the software that’s already on your desk. 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• If you’re not leveraging video content to build your business, you’re probably losing out to someone who does. Make mastering video production and distribution your summer goal (hear how to get started).
  
•  Make use of the newest tech tools – and learn how to use the tools you’re already paying for – to automate, streamline, manage, and outsource your daily tasks.
  
• Plus, a special guest, Legal Talk Network producer Adam Lockwood drops by to share some pro podcasting and video tips for beginners. 

Resources: 

YouTube

Loom video

VideoAsk

Riverside.fm video editing

Clio Legal Tech

Smokeball

TaskGate.io

Notion

Microsoft Teams

Adobe Acrobat

ChatGPT

Microsoft Office tools

Acuity scheduling

Kevin Stratvert on YouTube

ABA Techshow 2026

Clio Cloud Conference 2025

Clio Legal Trends Report

Legal Late Night podcast

Above The Law podcast

Legal Toolkit podcast, Legal Talk Network

“How Law Firms Can Leverage Video Content To Drive Business”

“How Remote Staff Can Help Small Firms Punch Above Their Weight”

“Helping Hands: The Value Proposition Of Remote Work For Law Firms”

Previous appearance on New Solo, “Solo, But Not? Shared Office Space (Plus, Chatbots and A.I.)”

Previous appearance on Legal Talk Network, Un-Billable Hour, “Separating The Wheat From The Chaff In Legal Tech (And AI)”

AI has been put to work in a lot of “lawyer-adjacent” areas of law such as web design, intake, and billing, but Brittenham recognized the need for a model that helps lawyers practice actual law. 

He says AI won’t replace lawyers, but it may change how lawyers are viewed. If AI can automate mundane tasks, such as drafting paperwork, attorneys may be able to get back to their traditional role of a true “counsellor,” providing meaningful guidance.

Hear about what’s coming in the future and, more importantly, what’s here now. Start slowly, learn the state-by-state rules, and see where you can get in the game. If you’ve been curious about AI and how it will change the practice of law, you’ll want to catch this episode. 

In this episode, we explore AI’s transformative power, viewing it not as a threat, but as a liberator that enhances our work. We dive into the five core human skills to emphasize in an AI-driven world: strategic thinking, problem-solving, communication, collaboration, and creation. We demonstrate how to leverage AI strategically, from evaluating business plans to acting as a growth-minded board member, and you’ll hear how we’re integrating AI into our own leadership meetings. 

Geoff shares real-world examples of using AI as a “thought partner” to stress-test major strategic decisions, even creating an “AI board of advisors.” He also provides practical applications for lawyers, such as using AI to review NDAs, stress-test legal arguments, and role-play closing arguments with AI as your jury. To guide your own AI journey, Geoff outlines his “CRIT” framework (Context, Role, Interview, Task) for effective prompting and highlights the importance of understanding AI model settings for data privacy and confidentiality. 

Listen to our other episodes on the AI revolution: 

#555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple Podcasts | Spotify | Lawyerist  

#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple Podcasts  Spotify  Lawyerist    

#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. 

Access more resources from Lawyerist at lawyerist.com. 

The AI-Driven Leader  

Chapters/Timestamps: 

0:00 – Episode Introduction and Why This Remastered Version is Special  

1:22 – AI as the Next Big Shift for Lawyers  

6:28 – Geoff Woods: Redefining Leadership in the AI Era  

9:11 – The Five Core Human Skills Enhanced by AI  

10:36 – Strategic AI: Beyond Basic Tasks  

14:24 – AI as Your Strategic Thought Partner  

19:47 – Navigating AI: Threat vs. Opportunity for Lawyers  

20:56 – Practical AI Applications: NDA Review and Valuation  

28:51 – Building Your AI Habit: The “CRIT” Framework  

32:19 – AI Security and Data Privacy for Legal Professionals  

34:40 – The Risk of Inaction and Building the Future Firm  

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.

Sarah McCormick is the Director of Legal Service Delivery at Honigman LLP.

Show Notes:

• Leveraging ChatGPT for travel planning
• How to Protect Yourself From Phone Searches at the US Border
• Organization — Smart Folders and Tags

File, case, and data management has come a long way, from physically moving boxes of paper filings to electronic management, and Lear has done it all, from moving paper files to his current position legal tech. Along the way, Lear advanced from a file clerk position to a career as a paralegal professional, then earning his law degree. Now he’s exploring and embracing AI capabilities.

Having worked as a paralegal, Lear understands how vital the profession is to the practice of law, at times even “training” newly minted attorneys as they transition from learning the principles of the law to actually getting the job done. 

As Lear explains, lifelong learning, networking, and building strong connections will become increasingly important moving forward, whether you’re a newcomer to the field or an experienced veteran. 

You’ll discover how encountering obstacles or experiencing a dip in professional momentum often reveals deeper, underlying emotional dynamics. We underscore the critical importance of emotional intelligence and the strategic prioritization of human experience over purely technical or strategic solutions. Sara shares how AI tools, while invaluable for streamlining operations like project management, also provide significant support in mitigating overwhelm and burnout, allowing you to shift focus from mere tasks to your overall well-being. 

This conversation offers a compelling perspective on navigating your unique challenges, emphasizing that genuine resilience stems from directly engaging with difficulties, not from avoiding them. We’ll discuss why comparing your professional journey to others can be unproductive and how embracing even uncomfortable emotions can become a potent catalyst for your development. If you’re seeking to cultivate a more robust understanding of your professional hurdles and harness emotional intelligence for sustained success, this episode provides invaluable guidance. 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. 

Access more resources from Lawyerist at lawyerist.com. 

#516: Flexing Your Discipline Muscle to Stay Motivated, with Sara Muender 

Apple Podcasts | Spotify | Lawyerist   

#535: Lawyer Burnout: 5 Hidden Signs You’re About to Crash, with Natasha Evans 

Apple Podcasts | Spotify | Lawyerist   

#506: Managing Stress & Avoiding Burnout, with Emily Nagoski 

Apple Podcasts | Spotify | Lawyerist   

 Chapters: 

00:00 – Introduction & AI’s Role in Work 

01:50 – AI for Project Scoping & Management 

03:47 – AI, Client Feedback & Emotional Intelligence 

04:40 – Overcoming Overwhelm with AI 

07:10 – Finding “The Gift in the Struggle” 

08:04 – Battling Burnout & Comparison Traps 

13:53 – The Power of Slowing Down 

16:11 – Embracing Failure & Building Resilience 

22:29 – Failure as Data, Not Personal Worth 

23:41 – Personal Tragedy & Finding Meaning 

29:22 – The Relativity of Pain & Self-Improvement 

34:35 – Facing Hard Truths & Growth 

Rachel and Allison identified a need for legal documents like powers of attorney and HIPAA releases when young people turn 18. They decided to join forces, sharing costs and leveraging their individual firm experiences to develop a product that serves both young adults and their parents. Beyond providing crucial legal forms, Safe Sendoff also includes an “Adulting 101” course, which educates young people on the responsibilities and rights that come with turning 18, covering topics from employment rules to filing taxes. 

Their discussion highlights a new service delivery model offering automated, cost-effective solutions. Rachel and Allison share how their experience running their individual law firms informed their approach to building Safe Sendoff, allowing them to expedite the process of defining their purpose, vision, and ideal client. They also emphasize the benefits of working with a shared coach through Lawyerist Lab, which helped keep them on track. You’ll learn about their commitment to transparent, upfront pricing and their focus on delivering valuable legal support through recorded explanations and automated processes, making high-quality legal information accessible at a fraction of the cost. 

If this discussion sparks questions about optimizing your firm’s operations or identifying new opportunities, consider exploring the “free small firm scorecard” at lawyerist.com/scorecard. It’s a quick assessment to help you get a data-driven view of your firm and identify areas for smart improvements as you embark on your own innovation journey. 

Listen to our other episodes: 

• #407: Serving Clients Through Alternative Business Structures, with Mike Payne and Chad Huebsch Apple Podcasts | Spotify | Lawyerist  

• #368: Using Strategy Intensives for Your Firm’s Success, with Anne Romanello Apple Podcasts | Spotify | Lawyerist  

• #320 A Labster Call, with Aaron Thomas Apple Podcasts | Spotify | Lawyerist  

 Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. 

Access more resources from Lawyerist at lawyerist.com. 

Chapters/Timestamps: 

9:31 – Introducing Safe Sendoff: A New Venture

11:49 – The “Adulting 101” Component & Why Young Adults Need These Documents 15:14 – The Partnership Journey: Challenges and Synergies

17:48 – Building a Second Business Differently

22:46 – The Business Model: Beyond the Billable Hour

25:24 – Lessons Learned and Advice for Entrepreneurs

28:53 – What’s Next for Safe Sendoff: Marketing and Growth

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.

Uwais Iqbal is the founder of Simplexico, a London-based AI consultancy.

Show Notes:

Simplexico 

Simplexico | The Legal AI Consultancy | Free Course: AI Essentials for Lawyers

TextExpander

Moving from older systems and into the cloud can open lots of doors, affordably. Even small firms can dig into today’s modern technology to help manage documents, accounting tasks, and more. 

Iron out the wrinkles in your data management, connect platforms, and work seamlessly and efficiently. Case management systems have evolved to include dashboards, workflows, document assembly, phone call and text messaging systems, and even accounting tech and credit card processing. Hear what Mackenzie looks for when he sets out to build the right-sized system for a law firm, whether that’s a solo practice or a large organization. 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• Think your legal software and systems are fine because they’re what you’ve always used? Think again. Six months is an eternity in legal tech, and if you haven’t reviewed and renewed your software suite, you could be leaving money on the table. 
• Integrate everything, including your billing, collections, and your phone calls, into every part of your firm, from information management to confidential storage and efficient search and recall. 
• Your clients are texting more than ever. Today’s case management systems incorporate technology to securely receive, sort, and store text messages.

Resources:

Clio Legal Tech

MyCase

Smokeball

CARET (formerly Zola)

Leap

Neos

Dialpad

RingCentral

Ion8

Lightbulb

Slack

Quickbooks

MyFirmData

Zoho Invoice

Centerbase

Microsoft Teams

Universal Migrator

Actionstep

Dropbox Dash

ABA Techshow 2026 

Previously on New Solo, “Winning The Battle: When It’s Time To Modernize But There’s One Holdout” 

Previously on New Solo, guest Peggy Gruenke, “What’s New in Legal Financial Management? An Expert’s Perspective” 

Previously on New Solo, guest Amanda Moore, “Money Management 101 for Solo and Small Firm Professionals” 

Clio Cloud Conference 2025

Clio Legal Trends Report

This isn’t just theoretical—you’ll get real clarity on what it means to use AI well in your firm, right now. We break down the crucial difference between merely using an AI model and actually “training” one, so you understand what’s happening behind the scenes. You’ll also learn when it’s safe (and risky!) to send client data into cloud-based AI tools, and how you can even run powerful AI models right on your own computer for ultimate privacy. 

But here’s where it gets really exciting: we explore how AI is evolving beyond simple prompts into “agentic systems” that can plan, reason, and act on your behalf. Think of AI not just as a tool, but as a proactive assistant that can break down complex tasks and execute them using various “tools” you provide. This isn’t just about automating simple tasks; it’s about offloading work that previously required significant expertise, freeing you to focus on more creative and complex legal challenges. 

If this episode sparks questions about the data in your firm and how you can leverage it, check out the “free small firm scorecard”. It’s a quick assessment to help you get a data-driven view of your firm and identify areas for smart improvements as you embark on your AI journey. 

Listen to our other episodes about Artificial Intelligence:  

• #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple Podcasts | Spotify | Lawyerist 

• #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple Podcasts  Spotify  Lawyerist  

• #551: Becoming the AI Driven Leader, with Geoff Woods Apple Podcasts  Spotify  Lawyerist  

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. 

Access more resources from Lawyerist at lawyerist.com 

Chapters/Timestamps: 

00:00 – Introduction: Beyond Simple AI Prompts 

03:20 – How Data Science Helps Lawyers 

04:32 – Automating Document Review and Information Extraction 

07:10 – Understanding How AI Models Work (Training vs. Using) 

13:25 – Secure AI: Running Models Locally and with Cloud Providers 

17:16 – Training AI Models with Limited Data (Transfer Learning) 

28:16 – The Power of Agentic AI Systems 

34:24 – Interacting with Agentic AI and Security Considerations 

38:21 – The Importance of Data Organization in the Age of AI 

43:46 – The Future of AI: Automating the Unwanted 

We explore how these future lawyers are already operating differently. You’ll hear firsthand about their strong preference for the Google ecosystem – and why that directly impacts your firm’s current reliance on tools like Microsoft Word. This isn’t just about software; it’s about the shifting expectations and workflows these digital natives are bringing with them as they become your colleagues. 

Here’s where it gets interesting for you: we explore how you can leverage this change to your firm’s advantage. The professors share insights on how these students are uniquely positioned to drive AI adoption within your practice. Think of them as an untapped resource, ready to experiment with and implement AI-powered services that can elevate your firm’s capabilities and even open doors to new service areas. 

And let’s be clear, you can’t afford to ignore the rising importance of tech fluency, especially in AI. The professors don’t mince words: a lack of understanding in this area will directly impact your ability to serve clients effectively. In a world swimming in digital data, from car sensors to smart devices, your firm’s relevance depends on it. 

This episode is your essential guide to: 

• Stay ahead of the curve in a rapidly evolving legal landscape 

• Unlocking the potential of the next generation of legal talent 

• Building a future-proof firm that thrives on innovation 

Tune in! 

Listen to our other episodes about Artificial Intelligence: 

• #556 Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin Apple Podcasts  Spotify  Lawyerist 

• #538: AI is Making Law Firms Obsolete, with Alistair Vigier Apple Podcasts  Spotify  Lawyerist 

• #551: Becoming the AI Driven Leader, with Geoff Woods 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. 

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:

• poe.com 
• Perplexity Voice Assistant
• Zoom Transcripts partnered with AI

Later, the guys answer a listener’s question about online prompt libraries. Are there reputable, useful prompts available freely on the internet? They discuss their suggestions for prompt resources and share why these libraries tend to quickly become outdated. 

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:

A Segment: What’s Happening in LegalTech Other than AI?

• OmniFocus
• ToDoist
• Microsoft Planner+Project
• Calendly
• Microsoft Bookings
• Microsoft Teams
• Practical Law

B Segment: A Voicemail from Our Listeners – Online Prompt Libraries

• Anthropic Prompt Library https://docs.anthropic.com/en/prompt-library/library
• Google Prompting Essentials – https://grow.google/prompting-essentials/
• Copilot Prompt Library – https://copilot.cloud.microsoft/en-US/prompts/all
• Ethan Mollick – https://www.moreusefulthings.com/prompts 

Parting Shots:

• Personal Strategy Compass – https://dennis538.substack.com/p/personal-strategy-compass

Ari Bulmash is Director of Estate Planning and Administration at LEAP Legal Software US.

Cole explains the types of information that can be recovered from digital devices, even after deletion, and addresses common misconceptions surrounding encryption. He also reveals the potential for unintentional data leaks and provides practical, actionable steps lawyers can take to enhance their digital security and protect client confidentiality. 

You’ll also hear Cole explain the direct relevance of digital forensics to specific legal scenarios, such as how deleted text messages and metadata analysis can be crucial in personal injury and family law cases.  

So, join us for this episode, recorded live at the ABA Techshow, and get a realistic and accessible overview of digital forensics that will empower you to be more informed and secure in your use of technology, all without needing to become a forensics expert. 

Listen to our other episode about data security: 

• #512: Tech Things You Should Know but Are Too Afraid To Ask, with Zack Glaser Apple Podcasts | Spotify | Lawyerist 

• #481: Getting Clients into the Cloud, with Laura Kaminski from ShareFile(Sponsored) 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. 

Jordan Turk is Director of Education and Attorney Development at Smokeball.

Jim Garrett is Chief Technology Officer at Assembly Software, a legal profession provider of innovative case management software.

As always, stay tuned for the parting shots, that one tip, website, or observation 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 answers to your most burning tech questions.

Ben Schorr is Senior Content Program Manager at Microsoft. 

Show Notes:

Microsoft Copilot

Copilot Prompt Gallery

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.

Lauren Murphy is Vice President of Product Market Strategy at ProfitSolv.

Sateesh Nori is a lawyer, law professor, senior non-profit executive, legal strategist, and author of “Sheltered: Twenty Years in Housing Court”. 

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”.

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. 

Learn more at www.pcsforpeople.org.

Loren Williams is Regional Account Manager at PCs for People, a nonprofit social enterprise that specializes in secure and environmentally friendly IT recycling.

Later, can Tom guess Dennis’s favorite and most-used AI tool of late? Tom recruits ChatGPT to help him guess! 

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.

Links Mentioned:

LTH GenAI Legal Tech Map: February 2025 | Legaltech Hub

ChatGPT by OpenAI

Claude by Anthropic

Gemini by Google

Copilot by Microsoft

NotebookLM

Outlook Calendar in Microsoft Teams

Personal Strategy Compass – by Dennis Kennedy

In this special LHLM episode, Gyi and Conrad air their chat with Zack Glaser of the Lawyerist Podcast. Artificial intelligence has its sticky fingers in everything nowadays—even the world of law firm marketing. It’s changing the way consumers behave and changing the way ad agencies strategize in your market. So, how do you continue to compete, and where can you leverage AI to make a real difference? Zack, Gyi, and Conrad hash out how to make AI work for you, not against you.  

The News:

• Google’s still working toward world domination: Google makes its biggest-ever acquisition | CNN Business
• Joy Hawkins noticed some data anomalies in CTRs. What’s up? 
• Come see us at some upcoming conferences! Gyi will be at ABA Techshow in Chicago, and Conrad’s headed to Mass Torts Made Perfect in Las Vegas. Then, they’ll both get together (virtually) at Infotrack’s Legal Up for another delightful website teardown.

Links Mentioned:

Lawyerist Podcast

Suggested LHLM Episodes:

Google Local Service Ads: To Brand or Not to Brand?

Connect:

The Bite – Lunch Hour Legal Marketing Newsletter!

Leave Us an Apple Review 

Lunch Hour Legal Marketing on YouTube 

Lunch Hour Legal Marketing on TikTok

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.

Amy Brookbanks is Legal Operations Consultant at Addleshaw Goddard.

Michael Kennedy is head of R&D (Innovation & Legal Technology) at Addleshaw Goddard. 

Show Notes:

• Addleshaw Goddard LLP
• Tech Talks | Addleshaw Goddard LLP
• LinkedIn – Amy Brookbanks
• LinkedIn – Michael Kennedy
• Innovation Graduate Scheme 2025
• Braintoss
• Retrospectives with OneNote 
• Tom and Dennis on Video!
• Copilot
• Legal AI Live on LinkedIn the second Friday of every month
• TextExpander

Links from the episode:  

Schedule a demo with Tabs3 

The AI-Driven Leader  

Jason Tashea is a writer and entrepreneur exploring the intersection of justice and society. A lawyer by training, he is the founding director and a co-founder of the Judicial Innovation Fellowship program at Georgetown Law.

Show Notes:

• The Judicial Innovation Fellowship Program | Institute for Technology Law & Policy
• jasontashea.com 
• Mr Bates vs The Post Office | Masterpiece | Official Site | PBS
• gaithappens.com
• Legal AI Live – 2nd Friday Afternoons on LinkedIn
• DennisKennedy.Blog

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.  

Guest John Sammons is an author and professor teaching digital forensics at Marshall University and is the associate director of the Marshall Institute for Cyber Security. He explains how vital paralegal professionals have become in the struggle to gather, understand, decipher, explain, and protect today’s digital evidence. 

More than ever, well-educated and up-to-date paralegal professionals become indispensable as they help their legal teams understand what to ask for, where digital evidence might be hiding, and how to clearly explain these complex clues to a judge and jury. 

Sammons explains how advancing technologies, AI, digital duplicates, and speech replication tech are making tech-savvy paralegal professionals irreplaceable components inside their organizations. Get inspired to get out there and learn something new today. 

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.

Peter Duffy is the Founder and CEO of TITANS, a LegalTech and AI consultancy for leading law firms and legal departments.

Show Notes:

Peter’s newsletter: legaltechtrends.com 

Snipd – an AI powered podcast player

Readwise

reMarkable Paper Pro

Ten Types of Innovation – using AI to apply methodology

Links from the episode:  

https://legaltalknetwork.com/podcasts/new-solo/ 

https://mycase.com/lawyerist 

Later, even more ethics! Jared welcomes April McMurrey to hear about the problematic things lawyers do to get themselves into ethical trouble. From iffy (or nonexistent) fee agreements to tech incompetence to communication breakdowns, and more, April dishes on common reasons attorneys are reported for ethics violations. And, don’t worry, she also offers sage advice on how to keep your clients happy and your practice on the up and up.

Finally, April sticks around for some Rump Roast trivia dedicated to Colorful Colorado. Just wait til you hear about Blucifer—yikes. 

Think your life might be better if you lived in Colorado? Listen to this episode’s playlist to set the scene.

April M. McMurrey is Deputy Regulation Counsel for the intake division of the Colorado Supreme Court Office of Attorney Regulation Counsel.

Mentioned in this episode:

• ABA 50th National Conference on Professional Responsibility

• To learn more or register for TECHSHOW 2025, visit techshow.com.
• Members of the State Bar of Michigan can register with discount code EP2509 to receive $100 off the standard registration cost. Learn more at michbar.org. 

Julie A. Bays is the practice management advisor of the Oklahoma Bar Association.

Stephen Embry is an attorney and publisher of TechLaw Crossroads, a blog devoted to the practical issues of law, innovation, and technology. 

Later, the guys use generative AI tools to see what the top potential takeaways may be at ABA TECHSHOW 2025. 

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 

A Segment: Talking TECHSHOW 2025

• ABA TECHSHOW 2025 – April 2-5 in Chicago 

B Segment: Asking AI: Top 3 Takeaways from ABA TECHSHOW

Parting Shots:

• How to add your passport to Google Wallet 
• RORRY Portable Charger, 10000mAh PD 20W Fast Charging Portable Charger Power Bank with Built in Cables
• Personal Strategy Compass – by Dennis Kennedy 

Later, what strategies should law schools use to provide hands-on access to the latest AI tools for students? Dennis and Tom discuss. 

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.

Links from the episode:  

https://techshow.com 

Guest Tara-Jane Flynn has been called a “Princess Warrior” and “The Deposition Queen” for her tough, compelling courtroom manner. But the veteran California personal injury litigator says she started out as a shy girl too overwhelmed to give a classroom speech in school.

She taught herself to be strong and to be the strength her clients need. She got involved in theater and public speaking. She guest hosted podcasts. And she developed a strong social media presence. You can, too. 

In this episode, you’ll hear valuable tips for winning depositions, learning how to leverage social media, and being the lawyer your client needs to believe in from a Los Angeles attorney at home battling for 8-figure verdicts. Get ready to be inspired. 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• Overcoming shyness to become a force of nature in the courtroom doesn’t always come naturally. Learn what you can do intentionally to build your presence and your confidence.
    
• Social media? It’s not as hard as you think. Find an attorney with a social media presence you admire and do what they do. How’s that for easy? Really.
    
• Extracting valuable evidence in a deposition can feel intimidating, but there are things you can do. Hear how to let the deponent talk, ask follow-up questions as simple as why or why not, and prepare, prepare, prepare.

Next—what you’re actually here for—insights on legal technology, conferences, products, and more! Jared welcomes Jobst Elster of InsideLegal to get his take on the latest trends. They discuss technology use in law firms and spend time hashing out why legal tech conferences are still a pretty essential part of tech education and making connections with progressive, reputable vendors. 

And, lastly, the Rump Roast! As it turns out, Jobst has a serious barbeque hobby, so, in homage to the name of this segment, he and Jared talk about the literal roasting and smoking of delicious meats.

A playlist full of…meat?

Jobst Elster is the Head of Content/Legal Marketing Strategy at InsideLegal.com.

Later, the guys ponder the question: how do we make ‘improving firm-wide AI literacy’ an achievable resolution for attorneys? All law firm staff who use AI need to have a good understanding of its current capabilities and potential uses. Dennis and Tom talk through how to keep level with developments and utilize AI tech to your greatest advantage.

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: 

• Dial 1-800-242-8478 to talk to ChatGPT
• Dennis’ New Substack Newsletter: Personal Strategy Compass 
• Google’s Gemini Advanced – get access to Google’s most capable AI models with Gemini 2.0 

Links from the episode:  

Check out Affinity Consulting 

As always, stay tuned for the parting shots, that one tip, website, or observation 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.

Debbie Foster is the managing partner for Affinity Consulting, and is a nationally recognized thought leader on efficiency and innovation in professional legal organizations.

Join Alistair Vigier, CEO of Caseway, as he shares his remarkable journey from military service to disrupting the legal tech industry with groundbreaking AI solutions.  

Learn how artificial intelligence is transforming legal research, document creation, and client services – all while making law more accessible and efficient.  

Get an insider’s look at the challenges and opportunities facing legal tech startups, including battles with established players and the innovative solutions that are reshaping how lawyers work.  

Alistair reveals how Caseway’s AI technology is making premium legal tools affordable for firms of all sizes, while maintaining transparency and ethical standards.  

From real-time contract analysis to automated court document preparation, see how AI is not just changing the game – it’s creating a new playing field for legal services.  

Whether you’re a legal professional looking to stay competitive or simply curious about the future of law, this conversation offers valuable insights into the intersection of artificial intelligence and legal practice. 

Links from the episode:  

Check out iManage-Making Knowledge Work 

Caseway: Your AI_driven legal research assistant  

Next, Jared welcomes Judge Marty McGee to explore AI in legal at even greater depths. Judge McGee talks through his personal experience with AI technologies, before going into the specifics of a recent AI court order regarding the appropriate use and responsibilities lawyers must bear as they interact with and implement AI in their legal practice. They touch on permissible GenAI uses, AI evidence, deepfakes, and more. 

Finally, the Rump Roast! Jared gets to know Judge McGee by learning his top picks amongst movie trilogies, breads, fonts, North Carolina barbeque, and lots more, in a game called “My Favorite Things”.

Feeling festive? So are we.

Marty McGee serves as the Senior Resident Superior Court Judge in Cabarrus County.

Tuschak believes every paralegal professional can be their firm’s technology champion and driver. Technology continues to push the legal profession forward. E-discovery, data visualization, and case management are getting faster and better. 

Tuschak doesn’t worry about an AI systems taking over a paralegal’s job. Today’s latest tech actually helps paralegal professionals do better work, faster. Don’t be afraid of the latest and greatest. Instead, master it. 

The paralegal profession never stands still, and Tuschak sees endless opportunities for paralegal professionals. Project management, wrangling details, managing billing, and driving the adoption of legal tech create new roles seemingly daily. Hear how Tuschak nudges firms to invest in staff development, education, and tech and how you can get ahead in your own career through technology.

Let’s fix that. Guest Barron K. Henley is a self-proclaimed “nerdy lawyer” who helped found the Affinity Consulting Group, a team of “recovering lawyers” dedicated to helping attorneys maximize productivity through technology.

Hear how Henley and his team teach lawyers about Microsoft “styles,” voice to text solutions, formatting, and importing and synchronizing Excel data and tables. 

Save time, minimize errors, and stop feeling frustrated. You won’t come across these solutions by accident, but you can invest a little time in learning. It’ll pay you back in the long run. 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• The solutions to better document creation and management are probably right there in front of you
  
• An investment in training yourself, and your staff, in the ordinary everyday tech you use, such as the Microsoft 365 suite, pays you back exponentially
  
• Voice to text tech is vastly underrated for some tasks. People can speak at 180 words a minute, converting that into text automatically saves you a block of time that can be better used on real, creative efforts. 

Learn how simple changes—like better phone protocols—can boost your conversion rates, while smart moves like optimizing Local Service Ads (LSAs) and choosing the right marketing plan set you up for success.  

Links from the episode:  

Connect with Travis on LinkedIn  

RizeUp Media 

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.

Ilona Logvinova is director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP. 

Show Notes:

• Andreessen Horowitz Podcast
• Spotify
• Microsoft Project
• Packable Puffer Jackets & Vests from Patagonia

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 #379

A Segment: Phones and Gadgets and Gizmos, Oh My!

• Pixel 9 Pro Fold 
• Pixel 9 Pro
• iPhone 16
• The 12 best tech gadgets that solve real-world problems in 2024 
• iPad mini – Apple
• reMarkable Paper Pro
• Introducing Amazon Kindle Colorsoft Signature Edition (32 GB) – With color display 
• WARRKY Ethernet Splitter
• WALKINGPAD A1 Pro Folding Treadmill
• OpenRun Pro 2 Bone Conduction Sports Headphones- Shokz
• PureZone Mini Portable Air Purifier – Cordless True HEPA Filter 
• WYZE Smart Scale X for Body Weight
• Charging Table – Allen Rectangular Tiered End Table
• Satechi Multi Device Charging Station with Wireless Charging
• Magtame Tangle-Free Charging Cable
• Gemini Pro – Google DeepMind 
• Govee RGBIC Floor Lamp, LED Corner Lamp Works with Alexa
• Smart Water Bottle – LARQ 
• Eight Sleep
• Anker SOLIX F2000 Portable Power Station 
• Meta smart glasses 2024 | Ray-Ban® USA
• Apple Vision Pro 
• Jackary Portable Power Stations 
• DJI Mini 3 Pro Drone with 4K Video
• Prinker S Tattoos

B Segment: Gadgets for Cognitive Performance

• Brain.fm 

Parting Shots:

• deck.blue
• Skeets

Show Notes – Kennedy-Mighell Report #378

A Segment: Fresh Voices on Legal Tech – Nichole Morris

• Emory Law TI:GER https://tigerinnovation.org/  
• LawDroid AI Conference https://www.lawdroidaiconference.com/ 

B Segment: More with Nichole Morris

Parting Shots:

SeatMaps: https://seatmaps.com 

Later, the AI apocalypse isn’t upon us yet, so let’s enjoy some awesome music. Jared welcomes Rock and Roll Hall of Famer Richie Furay who, among other accomplishments, was a member of the great American bands Buffalo Springfield and Poco. Jared and Richie talk through his history, digging into many colorful moments from his experiences in the music industry. Richie performs live on the podcast, and he and Jared discuss his upcoming documentary.

Need more Richie? Jared’s got you covered.

Mentioned in this Episode:

Spellbook Associate, effectively acting as a junior associate in a law firm. 

Spellbook Launches Gen AI Agent that Can Plan and Execute Complex Transactional Workflows | LawSites by Bob Ambrogi

LawNext Podcast: Ep 256: All About Spellbook’s New AI Agent, Capable of Performing Complex Legal Tasks, with CEO Scott Stevenson

Richie Furay 

Documentary — Richie Furay

Later, could AI-adoption be diminishing a lawyer’s hard-earned expertise? Dennis and Tom dive into this common fear shared by many traditionally-minded attorneys, focusing on ways to leverage AI not to replace, but enhance their legal practice.

As always, stay tuned for the parting shots, that one tip, website, or observation 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 #372

A Segment: AI and RAG: Hate the Name, Love the Application

• Google Notebook LM https://notebooklm.google/ 
• Perplexity.ai – https://www.perplexity.ai/
• Practical Law with AI: https://legal.thomsonreuters.com/en/products/practical-law 

B Segment: A question from our AI Chatbot

Parting Shots:

• Android search with your camera – https://theintelligence.com/34456/android-search-google-lens/  
• Ethan Mollick, “Thinking Like an AI” – https://www.oneusefulthing.org/p/thinking-like-an-ai 

Links from the episode:  

The Changemakers Report  

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! 

Let’s talk about your firm’s finances and profitability: how are you keeping track of your business? Hear what’s new in automated accounting packages – but don’t give up on Quickbooks, and don’t cut ties with your bookkeeper.

Online accounting services are great. But they are not meant to replace a professional, especially as your firm grows. You’re not a bookkeeper, you’re a lawyer. But these tools do help with the basics of money management. The challenge is mixing and matching. 

Operational efficiencies and financial planning are part of running a successful firm. Don’t shortchange the importance of bookkeeping and managing your income, marketing ROI, expenses, and taxes. It’s vital you keep your finger on the pulse of your business, and there are tools and people who can help you. As Gruenke says, “Treat your business with respect.” 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• If you’re a small or solo firm, you’re a business. Every business must track their finances, their expenses, and their taxes. Hear about the latest tools that help you track every part of your firm’s financial life.
  
• Repeat after us: Lawyers are not bookkeepers. This is why you need not only software but someone who tracks your business performance, watches your bottom line, and keeps you ready for tax time.
  
• Security, checks and balances, and financial snapshots are all vital. It’s a lot to keep up with, but investing the time and money to assemble the tools you need will help you grow (and profit).

Guest Richard “Rich” Dukes Jr. has gone paperless. So has his entire South Carolina law firm. Today’s tech drives efficiency whether that’s in document review, witness preparation, or even courtroom presentation. 

Hear how Dukes evaluates each evolution of tech tools, how he decides if they will truly elevate his productivity, and how easy they will be to introduce to his colleagues and incorporate them into his practice. 

Time is an attorney’s most valuable commodity. Technology can give you more time. Coming next, AI. Dukes has some ideas of where artificial intelligence may upend the next generation of legal tech tools. Put down the pen and pad and start working smarter today. 

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.

Dr. Megan Ma is a Research Fellow and the Associate Director of the Stanford Program in Law, Science, and Technology and the Stanford Center for Legal Informatics (CodeX). 

Show Notes KMR Episode 376:

• The Language of the Law, by David Mellinkoff
• Stelo – Glucose Biosensor 
• Thinking about AI in a new way… Logical fallacies: Seven ways to spot a bad argument

Taylor Lecky is Customer Marketing Manager at Clio. 

Nick Anderson is Senior Vice President of Customer Success at Clio.

Joshua Lenon is an attorney and serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.

Joining Stephanie is Matthew Hunt. Matthew shares insights on creating high-impact snackable content for LinkedIn, emphasizing its role in business growth, lead generation, and fostering connections within your community.  

Learn how to use LinkedIn to increase your visibility, attract referrals, and grow your firm. 

Jonathan Watson is the Chief Technology Officer at Clio.

Jack Newton is the CEO and co-founder of Clio.

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.

Caitlin “Cat” Moon is the Director of Innovation Design for the Program in Law and Innovation at Vanderbilt Law School.

Show Notes KMR Episode 375:

• Do something new with genAI every day—read something, do something, try something.
• NotebookLM now lets you listen to a conversation about your sources  
• Personal Quarterly Offsites and your personal AI agenda

Today, Stephanie sits down with Aliza Shatzman, president and founder of the Legal Accountability Project, to discuss the crucial need for transparency and accountability within the judiciary. 

Aliza shares her personal journey through a challenging clerkship experience, highlighting the lack of Title VII protections for law clerks and the systemic issues plaguing judicial clerkships. 

Discover how the Legal Accountability Project’s centralized clerkship database empowers clerks and enhances judicial transparency. 

Links from the episode:  

Visit LAP’s Centralized Clerkships Database to submit a post-clerkship survey or register for Database access. 

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! 

When it comes to efficiencies, automation plays a big role. In a solo or small firm, resources come at a premium. Learn to reduce wasted input through standardized, repeatable operating procedures and automation. (There are even tech products that help you create written standard processes learning from and organizing the work you’re already doing). 

Imagine speaking into an app as you “brain dump” and having those thoughts come out organized and notated for later use. Imagine dictating legal work into an app and having AI organize your dictation, even correct it. You don’t need to type everything in today’s tech world. Maximize downtime.   

It’s all about training yourself to think “automation first.” Even when a virtual assistant (VA) located in another country can fill gaps in your practice, learn your preferences, match your brand, and help you be your most efficient you without hiring a full-tie employee. Today’s most successful law firms are high-tech hubs. Don’t let fear of the unknown hold you back. 

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  

Topics:

• There’s no reason for a solo practitioner or small firm not to engage in today’s tech. Leverage technology to get a lot of results without a lot of effort. Learn how the “80/20 Rule” helps you get more done with less effort.
•  If you’re a lawyer, time spent marketing is time spent not lawyering. Automation can perform repeatable marketing tasks (even social media, newsletters, and referral marketing) to help you bring in new business while you focus on results for your clients.
•  Virtual assistants, or VAs, are remote workers, often in another country, who can perform the routine tasks that are eating up your time while you focus on practicing law.

Are you still charging for time? Why not base your pricing on your experience, your wisdom, your education, the outcomes your clients want, and everything you bring to the table. Clients don’t want your time, they want their problems solved.

It’s not “the way we’ve always done things,” but Jardine explains why change is inevitable. As technology, notably AI, accelerates the practice of law, why should a lawyer charge less – fewer billable hours – for achieving results faster and more efficiently? 

The move to value-based pricing isn’t like flipping a switch. It will take effort, and it will involve your entire team, from HR to marketing, to lawyers and paralegals. But in a changing world, sticking with the old ways may not be an option. This fascinating conversation will ignite your curiosity and challenge you to think differently. 

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.

Caitlin McCabe is a project manager at BARBRI Global.

Show Notes – Kennedy-Mighell Report #374

A Segment: Fresh Voices in Legal Tech with Caitlin McCabe

B Segment: More with Caitlin McCabe

Parting Shots:

• Stay Curious
• Bone Conduction Earbuds by Shokz
• Braves New Words by Salman Khan

Next, there are definitely some issues with our current legal ethics rules, but is there really any way to clear up the confusion? Jared welcomes legal ethics expert Jayne Reardon to talk about some of the inconsistencies at play, antiquated rules, inconsistent enforcement, and all sorts of other ethics questions worth examining in view of the current climate of the profession and needs of consumers. While Jared wants to burn it all down, Jayne offers constructive criticism vital to the future of legal ethics.

And, finally, the Rump Roast, of course! Jared and Jayne play a round of trivia called “Questionable Ethics”. Which philosopher had a penchant for being swaddled like a baby? Yikes.

Jayne R. Reardon is a Partner and Deputy General Counsel at FisherBroyles LLP, a distributed global law firm.

This week, Jared shares the playlist he turns to for help making the “right” choice. Proceed with caution.

Our opening song is Two Cigarettes by Major Label Interest.

Our closing song is Something Else by Nu Alkemis$t.

Ryan Anderson is the founder and CEO of Filevine, a project management and collaboration tool for lawyers and consumer professionals.