Practice Management Podcasts - Legal Talk Network

#572: Practical Courage Skills Every Lawyer Needs, with Jim Detert

Ally Kvidt — Thu, 07 Aug 2025 11:00:22 +0000

Learn how to navigate difficult conversations, manage risk, and lead with integrity in legal settings by building courage as a practical skill. In this conversation, Stephanie Everett is joined by Jim Detert, professor at UVA’s Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work.

Together, they explore why speaking up at work is so hard, how fear and stress shape behavior, and what lawyers can do to build confidence over time. Jim introduces tools like the “courage ladder” to help professionals take small, strategic steps toward more effective and values-aligned leadership.

Legal professionals will gain:

Skills to manage fear and prepare for high-stakes conversations

A framework for building everyday workplace courage

Insight into the cost of silence in legal practice

Guidance on how to align personal values with professional conduct

Ideal for lawyers, firm leaders, and legal professionals who want to take more intentional action in their work and leadership.

Listen to our other episodes on personal leadership:

Episode 491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN

Episode 494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger Apple | Spotify | LTN

Episode 499: Conquering Self‑Doubt, with Tim Atler Apple | Spotify | LTN

Episode 508: From Retreat to Rebrand, with Patricia Mancabelli Apple | Spotify | LTN

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:

0:00 – Contranyms & Clarity in Legal Language

2:39 – Meet Jim Detert: Leadership Professor & Author of Choosing Courage

3:18 – Why Speaking Up at Work Feels So Hard

4:56 – Courage Is Not a Personality Trait: Debunking the Myths

6:28 – Practicing Bravery Like a Skill: The Importance of Reps

7:30 – Fear, Physiology, and Mindset: What’s Really Holding You Back

10:40 – From Performance to Growth: Reframing Stress and Risk

13:18 – How to Start Tough Conversations Without Fluff

16:39 – When Courage Gets Risky: Speaking Up in Politicized Professions

20:20 – Values vs. Aspirations: What Do You Really Stand For?

26:51 – The Long-Term Costs of Staying Silent

28:49 – Building a Courage Ladder: Start Small, Scale Up

32:34 – First Steps to Practicing Everyday Courage

33:34 – Final Reflections: Leading with Bravery at Work

The Future of Law, Understanding the “Big Picture” in a Changing World

Ally Kvidt — Thu, 31 Jul 2025 15:15:11 +0000

When running a law firm, it’s vital to know what’s important. Results? Production? Call it “everything.” When we explore the future of law, it’s important to talk about the whole picture. Today, that means AI, money, financing, and results. Guest Dan Lear, VP of Partnerships at InfoTrack shares his insights.

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?

Checking In! Four Years Later, Solo Practice Aloha Divorce Is Thriving

Ally Kvidt — Thu, 31 Jul 2025 11:00:46 +0000

Let’s get back in touch with a favorite guests from past episodes, friend of the podcast Cassandra Koenig, formerly Cassandra Michel, founder of the amicable family law and divorce firm Aloha Divorce.

It’s been a few years since we talked, and the firm is thriving (so is Koenig). How did she fare in the past four years, building her own family and a law practice? Hear how she’s built a practice and supplemented her client work with contracted, side jobs to fill in slow spots. It’s all part of running a true solo practice.

Hear how Koenig new from the start she wanted to run a solo practice and stayed true to her aims, all without burning out. She’s built a firm on her own terms, focusing on helping families move on in their own direction on good terms. Her practice makes her feel happy and fulfilled, she only works with clients she feels good about, and she keeps humming along. Thinking of going solo? Koenig’s story will inspire you.

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

Topics:

It can be done. Guest Cassandra Koening knew she wanted to run a solo practice, and checking in four years later we hear how she is making it work.
Technology and outsourcing are key components in a true solo practice. Learn how to source and maximize tech (and as we’ve said before, don’t try to be your own bookkeeper).
Not every day is packed with client meetings. Sometimes it takes a little contracted side work to keep the wheels spinning, and that’s OK.

Resources:

Previous appearance on New Solo, “How This New Lawyer Branded Her Firm With Aloha and Built a Happy Practice | First Flight #4”

Previous appearance on New Solo, “A First Year Recap From a New Family Law Practitioner”

Lawclerk.legal

ARAG

Google Analytics

Canva marketing materials

Previous episode: “What’s New in Legal Financial Management? An Expert’s Perspective”

Clio Legal Tech

ABA Techshow 2026

Clio Cloud Conference 2025

Clio Legal Trends Report

#571: What DEI Really Means for Small Law Firms, with Tanya Hernandez

Ally Kvidt — Thu, 31 Jul 2025 11:00:36 +0000

Many law firm owners want to foster inclusive workplaces—but aren’t sure how to do it without missteps or performative gestures. Professor Tanya Hernandez of Fordham Law School joins Stephanie Everett to unpack what DEI really means, where it comes from legally, and how small firms can approach it with clarity and intention.

The conversation explores how unconscious bias shows up in hiring and evaluation, why culture fit can be a red flag, and how to implement practical guardrails that promote fairness without needing a big HR department. Tanya also clears up legal misconceptions about DEI post–Supreme Court ruling and offers smart, research-backed tips for making firms more equitable—without making a scene.

This episode is a thoughtful guide for law firm leaders who want to build stronger, fairer teams—one intentional decision at a time.

Listen to our other episodes on DEI & Belonging:

#450: The Power of Building Belonging, with Dr. Terrell Strayhorn Apple | Spotify | Lawyerist

#105: How Small Firms Can Promote Diversity, with Dr. Heather Hackman Apple | Lawyerist

#242: Brave, Not Perfect, with Reshma Saujani Apple | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

2:09 – Meet Professor Tanya Hernandez: DEI Legal Scholar

2:44 – What DEI Really Means: The Civil Rights Foundation

6:41 – Why Small Firms Should Care: The High Stakes of Small Teams

9:46 – Culture Fit or Bias? Rethinking How We Hire

17:04 – Guardrails: Tools to Catch Your Own Bias

22:07 – Is Your Culture Inclusive? Rethinking Team Bonding

24:04 – Where to Start: Learning from the Next Generation

26:14 – Asking the Right Questions: Curiosity Without Burden

28:27 – DEI Is Not Illegal: Clarifying Misconceptions

30:54 – Skip the Slogans: Doing the Real Work Without Performative DEI

#570: Uncover Your Firm’s Journey with the New Small Firm Scorecard™, with Stephanie Everett

Ally Kvidt — Thu, 24 Jul 2025 11:00:53 +0000

Your law firm isn’t just a business—it’s an evolving system. And what works in one stage of growth can sink you in another.

In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard, a tool that helps lawyers identify which stage their firm is in—and what to focus on next.

Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard’s redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning.

Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you’re building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now.

Listen to our other episodes on Law Firm Growth :

#568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist

#560: Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential with Leticia Desuze Apple | Spotify | Lawyerist

#527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist

#522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

0:00 – Episode Introduction and the Power of Unplugged Vacations

4:49 – Tabs3 Spotlight: Practice Management That Adapts to You

14:48 – Why the Small Firm Scorecard Got a Makeover

16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity

19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth

21:00 – Mapping Your Firm’s Stage: Launch, Build, Grow, or Exit

27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab

30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer

34:38 – What to Do Next: Take the Scorecard, Get a Plan

Jeremy Evans on Leadership, Breaking Away, and Knowing When to Pivot

Ally Kvidt — Mon, 21 Jul 2025 11:00:24 +0000

Jeremy Evans, founder of California Sports Lawyer and past president of the California Lawyers Association, joins Amanda Arriaga and Lynette Paczkowski on the second episode of Leading the Bar, the podcast from the National Conference of Bar Presidents designed to help lawyers engage and grow as leaders.

Evans shares insights from helping lead the creation of CLA after its historic separation from the State Bar of California, explaining why voluntary bar associations are uniquely positioned to focus on education and advocacy. He reflects on how his passion for sports—including visiting all 30 Major League ballparks—helped shape his career, and encourages lawyers to think deeply about their goals and embrace the courage it takes to pivot.

Evans also discusses how bar leaders can stay connected to their members, avoid mission drift, and balance the personal and professional benefits of volunteer leadership. This episode offers practical lessons for any lawyer interested in building meaningful relationships, creating positive change, and leading with purpose.

California Lawyers Association: http://calawyers.org/
California Lawyers Foundation: https://calawyersfoundation.org/
California Sports Lawyer: https://www.csllegal.com/
National Conference of Bar Presidents: https://ncbp.org/

#569: Your Head is a Crappy Office, and Other GTD Principles for Attorneys, with David Allen

Ally Kvidt — Thu, 17 Jul 2025 11:00:47 +0000

Many lawyers feel overwhelmed by never-ending to-do lists, constant context-switching, and the mental clutter of trying to keep it all straight. In this episode, Zack Glaser talks with productivity pioneer David Allen, author of Getting Things Done (GTD), about how lawyers can break free from chaos and reclaim control—both personally and as a team.

David shares the five key steps of the GTD framework and explains why a “clear mind” isn’t a luxury —it’s a leadership necessity. You’ll learn how to stop relying on your brain as a filing cabinet, how to set up simple systems that actually stick, and how to build a law firm culture where everyone knows what to do next.

We also explore concepts from his new book, Team: Getting Things Done with Others, including how to reduce bottlenecks, clarify roles, and avoid burnout by working smarter not just harder.

Whether you’re a solo lawyer juggling everything or a leader scaling a team, this episode will help you create space to think, lead, and grow.

Listen to our other episodes on systems & productivity:

#419: Free Yourself from Productivity, with Oliver Burkeman Apple | Spotify | Lawyerist

#514: The Hidden Value of Doing Less, with Leidy Klotz Apple | Spotify | Lawyerist

#485: Unleash Your Law Firm’s Potential with an Internal Coach, with Robin Carberry Apple | Spotify | Lawyerist

#516: Flexing Your Discipline Muscle to Stay Motivated, with Sara Muender Apple | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 – Introduction: What Is GTD and Why Lawyers Need It

00:46 – Staying Ahead of the Wave: Zack’s GTD Takeaway

02:18 – Brain Dumping for Clarity: A Lawyer Coaching Example

05:34 – Introducing the Small Firm Scorecard

09:54 – Meet David Allen: Creator of Getting Things Done (GTD)

13:47 – Mind Like Water: The Mental State of True Productivity

15:59 – Your Brain Is a Terrible Office: The 5 Steps of GTD

24:52 – From Inbox to Action: Making Systems Stick

27:06 – Avoiding Burnout with Weekly Reviews

31:25 – From High Performer to Dysfunctional Team

34:46 – The Soccer Analogy: Great Players Still Need Teamwork

39:28 – The Power of Saying No: GTD’s Boldest Lesson

42:32 – First Steps: Start by Capturing What’s on Your Mind

Fresh Voices on Legal Tech with Mathew Kerbis

Ally Kvidt — Mon, 14 Jul 2025 11:00:26 +0000

New approaches to legal service delivery are propelling us into the future. Don’t get left behind! AI and automations are making alternative service delivery easier and more efficient than ever. Dennis & Tom welcome Mathew Kerbis to learn more about his expertise in subscription-based legal services.

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

#568: How to Build a Law Firm You Can Sell, with Victoria L. Collier

Ally Kvidt — Thu, 10 Jul 2025 11:00:10 +0000

Most law firm owners build a business that depends entirely on them—then wonder why no one wants to buy it.

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!

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

Try estate law for a practice with work-life balance, says ‘Lifestyle Lawyer Revolution’ author

Ally Kvidt — Wed, 09 Jul 2025 11:00:13 +0000

Laura Cowan started her career in finance, earning a CPA and working at Ernst & Young and Goldman Sachs. When she decided to go to law school at 35, she knew that she wanted to launch a boutique firm with a practice area that complemented that financial background. Estate law seemed a good fit—but fate threw her a curve ball just as she launched her firm.

“I had to turn my entire practice virtual overnight in 2020 in New York City because of COVID,” Cowan tells the ABA Journal’s Lee Rawles in this episode of the Modern Law Library. “I moved to Rhode Island to shelter in place with my dad. During that couple of months that I was sheltering in place, I still had to get my law firm running. I had a business to run and bills to pay. So I made everything virtual, and I really streamlined everything. And what I found was that I could make pretty easily $10,000 a month, working just a couple of hours a day.”

She has now leveraged the experience of launching an all-virtual estate-planning practice into a coaching program, 2-Hour Lifestyle Lawyer, to help other lawyers launch similar practices. Her new book, Lifestyle Lawyer Revolution: Live a Life You Love (Without Leaving the Law), is full of tips and advice for building a personalized practice to provide work-life balance for attorneys.

“Now, what we found is that there’s a lot of lawyers who are happy working a lot more than that and are happy earning a lot more, but the name of the business really comes from just this idea that you can still be a really great attorney without working 10 hours a day, and you can make a nice living without working 10 hours a day,” says Cowan.

A key part of not working too many hours is to hire appropriate assistance, even as a solo just starting out, says Cowan.

“What I see a lot of is lawyers that spend too much time in the weeds of executing and doing all these different things that an admin could be doing, and not spending enough time doing what the lawyer should be focusing on,” says Cowan. “So they’re both working too much and not making enough money, which is the worst possible combination.”

Cowan encourages estate attorneys to hold community workshops to help people understand the importance of wills and trusts. She says it’s an excellent way to establish connections that can lead to further business.

“The real reason that people hire us is because of the connection,” Cowan tells Rawles. “And I firmly believe this. People don’t hire you because you’re the best drafter in the world. They hire you because of the way that you make them feel. So use AI and technology behind the scenes to help you get your work done and deliver a really great client experience, but never forget that it’s going to be that that makes them hire you.”

In this episode, Cowan also discusses the benefits of value-based pricing versus the billable hour; attracting the client base you want to target; and how to deal with your biggest frenemy: technology.

Community Table: Candidates With Grit But Not Experience. Plus, Resolving Employee Communication Problems.

Ally Kvidt — Tue, 08 Jul 2025 15:15:30 +0000

Host Christopher T. Anderson and team are at the Community Table. Real answers, no script. In this episode, a job candidate is a great cultural fit but doesn’t have the skills. And, what about an employe who doesn’t communicate like you?

EPISODE NOTES:

In this episode’s discussions around the Community Table:

A law firm owner finds an associate candidate who seems like a good “culture” fit and has great qualities. There’s potential, but not the experience and skills for this position. Does the firm take a chance and invest, find another role for the candidate, or look for a more polished attorney?
What to do with an employee who doesn’t fit the office culture and struggles to communicate with coworkers? Even worse, efforts to develop communication skills fall flat. Can this ever work out? Christopher’s insights will surprise you.
Where do you stand on the old mantra “hire slow, fire fast?” The panel challenges assumptions and adages that somehow seem to hang on.

Ask us anything for the Community Table. Leave us a question online.

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

REFERENCES MENTIONED:

“Extraordinary Attorney Woo,” Wikipedia

Malcolm Gladwell’s Revisionist History podcast

Clio Legal Trends Report

Cliocon 2025

#567: From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown

Ally Kvidt — Thu, 03 Jul 2025 11:00:59 +0000

This episode of the Lawyerist Podcast offers a thorough exploration of understanding introversion, shyness, and social anxiety, and how these traits can be leveraged as strengths, particularly in the legal profession. You’ll hear Zack Glaser’s conversation with law professor and author Heidi Brown, who shares insights from her book, The Introverted Lawyer.

Heidi provides clarity on the distinctions between being an introvert—someone who processes information internally and recharges with solitude—versus shyness or social anxiety, which stem from a fear of judgment or criticism. Heidi Brown, a public speaker and author who identifies as an introvert, demonstrates that it’s possible to be confident and professionally effective while embracing introversion.

You’ll discover how introversion can be a “superpower,” bringing valuable assets such as active listening, thoughtful problem-solving, empathy, sensitivity to nuance, and strong writing skills to any professional dynamic. The conversation also covers practical steps for introverts to show up authentically and confidently, including mental and physical reflection techniques, reframing negative self-talk, and developing pre-game and game-day routines for high-pressure situations.

Heidi offers perspectives on supporting introverted team members to foster a shared vocabulary around individual strengths. Learn how to recognize and harness your unique qualities, or those of your team, to excel in the legal profession.

Listen to our other episodes:

#564: The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, 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

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 Introversion, Shyness, and Social Anxiety Defined

05:14 Internal vs. External Processing: Understanding Different Communication Styles 15:56 Introversion as a Superpower in the Legal Profession

18:32 Authenticity and Confidence: Mental and Physical Strategies

25:52 Embracing the Blush: Reframing Physical Responses

30:52 Building Confidence: The Power of Pregame and Game Day Routines

34:29 Supporting Introverts in the Workplace

41:36 Your Place in Law: A Message of Empowerment

Counseling the Counsel: The Emotional Reality of Legal Work

Ally Kvidt — Thu, 03 Jul 2025 11:00:26 +0000

Lawyers often face relentless exposure to stress and trauma, whether navigating emotionally charged areas of the law, handling high-stakes matters, or confronting a host of other pressures inherent to the profession. On top of this, they must also address the emotional toll legal issues may take on their clients. Few attorneys are equipped with the tools to manage this alone, but there are counselors, support programs, and resources available to help. Rocky Dhir talks with Alicia Freeman of the Texas Lawyers’ Assistance Program (TLAP) about navigating emotional distress (both for attorneys and clients) and accessing needed support. They discuss how to appropriately engage with clients’ emotional needs, set healthy boundaries, and provide necessary resources.

Contact TLAP:

1-800-343-8527

tlaphelps.org

Alicia Freeman is a Licensed Professional Counselor with a master’s degree in clinical mental health counseling and a bachelor’s in political science. She is a TLAP Clinical Professional for Texas Lawyers’ Assistance Program at the State Bar of Texas, the owner of Freeman Counseling and Consulting LLC, and co-host for the “My Therapist Needs a Therapist” podcast.

EP 912- Lessons from our Clerks

Ally Kvidt — Wed, 02 Jul 2025 11:00:21 +0000

Our clerks share candid insights on how we can enhance their experience (and their work product) from the interview process to doing “real work” at the firm.

On the Go: Your Tech-Enhanced Summer Vacation

Ally Kvidt — Fri, 27 Jun 2025 11:00:07 +0000

Summer is the perfect time for travel, and the right tech tools can help you get even more enjoyment out of your wanderings! Dennis & Tom talk through a comprehensive list of travel-focused technology to assist with planning, organization, security, and comfort. Whether you’re heading out for business or leisure, the guys offer a variety of practical tips to help you travel smarter.

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

#566: Building Solutions from Legal Experience, with Katya Fisher

Ally Kvidt — Thu, 26 Jun 2025 11:00:09 +0000

What happens when a lawyer stops accepting inefficiency as “just the way things are”? In this episode, Zack Glaser talks with attorney and legal tech founder Katya Fisher about her journey from launching a solo practice during the Great Recession to building scalable tools for transactional lawyers.

Katya shares how her legal experience—spanning BigLaw, in-house, and solo practice—revealed pain points in the dealmaking process that technology still hadn’t solved. She explains how she went from identifying those issues to building software that brings clarity, organization, and efficiency to high-stakes legal work.

Along the way, Katya unpacks:

The scrappy start to her legal career

How working solo gave her an edge inside a global corporate group

What legal professionals need to know about scaling their ideas

Why tech tools fail lawyers—and how that can change

Whether you’re a lawyer thinking beyond the billable or simply curious how innovation happens in the legal world, this episode delivers practical insights with an entrepreneurial twist.

Listen to our other episodes on entrepreneurship:

#411: Staying Entrepreneurial at a Bigger Firm, with Nick Pleasants Apple Podcast | Lawyerist

#268: Riding the Entrepreneurial Rollercoaster, with Cameron Herold Apple Podcast | Lawyerist

#205: Entrepreneurial Poverty & Why Average Law Firms Lose, with Mike Michalowicz Apple Podcast | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 Introduction: The Entrepreneurial Lawyer

01:02 Quarterly Planning: Intentional Business Growth

07:15 Solo Practice Origins: Scrappy Beginnings

13:36 The Competitive Advantage of Broad Experience

17:51 ADHD as a Superpower: Hyperfocus and Foresight

23:36 Accurately Identify a Business Problem

30:40 From Idea to Product: Building a Product or Workflow

36:10 Articulating Vision and Gaining Buy-In

41:14 Lessons Learned: Advice for Aspiring Innovators

AI, Not Taking Over the Practice of Law, But Changing It

Ally Kvidt — Tue, 24 Jun 2025 11:00:47 +0000

AI is real and it’s rapidly advancing the practice of law. Guest Austin Brittenham is the co-founder of the legal AI company 2nd Chair. As an attorney, he recognized the inefficiencies that plague the legal profession and put his background in computer tech to work to create an AI platform that both recognizes the unique challenges facing lawyers – including security and confidentiality – while speeding workflow and maximizing output.

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.

#565: Becoming the AI Driven Leader, with Geoff Woods (Remastered)

Ally Kvidt — Thu, 19 Jun 2025 11:00:48 +0000

This special remastered episode of the Lawyerist Podcast features Stephanie’s conversation with Geoff Woods, author of The AI-Driven Leader. We’re re-releasing it due to positive feedback on the depth of this discussion, ensuring you’ll gain new insights and “aha!” moments with every listen.

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!

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

Say “Yes” to Leadership: A Conversation with Dana and Keith Cutler

Ally Kvidt — Mon, 16 Jun 2025 11:00:57 +0000

Legal lions and TV judges Keith and Dana Cutler join Amanda Arriaga on the inaugural episode of “Leading the Bar,” a new podcast from the National Conference of Bar Presidents designed to help lawyers engage and grow as leaders. With over 75 years of collective experience, the Cutlers, known for their roles on “Couples Court with the Cutlers” and “Cutler’s Court,” share their insights into the importance of bar leadership for the health of the legal profession.

Dana Cutler, the first Black woman president of the Missouri Bar, shares how profoundly she was able to advance her career by simply “showing up and saying yes.” She discusses the challenges she faced in modernizing a bar association and implementing strategic operational initiatives. Keith Cutler, a past president of both the Kansas City Metropolitan Bar Association and the Jackson County Bar Association, encourages connecting with the next generation of lawyers and helping them use their passions to more effectively drive changes.

Bar associations have a vital role in upholding the rule of law and protecting the constitution. Dana and Keith point out how leaders must represent the entire legal community, even those with differing opinions, to ensure inclusivity and preserve the bar’s integrity. Their unique experience informs their practical advice on essential communication skills for every lawyer, emphasizing the power of active listening and responding with kindness to foster productive relationships. This episode is inspiring and a reminder of the support available to young lawyers within the bar leadership community.

Chapters/Timestamps:

00:00 – Introduction: The Paramount Rule of Law and Our Democracy

02:14 – Why Get Involved in Bar Leadership: The Cutlers’ Journey

04:00 – The Evolution of Bar Leadership: Engaging New Generations

07:27 – Presidential Challenges: Modernizing the Bar and Strategic Vision

16:14 – Navigating Hot Topics and Preserving the Bar’s Integrity

24:55 – The Invaluable Role of NCBP: Support and Shared Solutions

28:22 – Judicial Wisdom: Communication and Relationships in Law

33:53 – Balancing Life and Law: Hobbies and Personal Passions

37:10 – Beyond the Bar: What the Cutlers Would Do

Redefining Success: One Immigration Lawyer’s Path from Burnout to Balance | First Flight #5

Ally Kvidt — Thu, 12 Jun 2025 11:00:27 +0000

Can a young lawyer balance motherhood, burnout, and building a solo practice? In this episode of New Solo’s First Flight series, Adriana Linares talks with immigration attorney Kim Felton, whose legal career was born from necessity and built with purpose. After facing rejection while pregnant and being let go from a hostile firm, Kim turned to contract work and eventually launched her own immigration practice and consulting company, Innovation Litigation.

Kim shares how she carved her own path using legal tech, project management tools, and an unshakable drive to create a family-friendly law firm not just for herself, but to help other attorneys do the same. Later in the episode, Adriana and ALPS Insurance’s Rio Laine discuss how documenting procedures, adopting the right case management system, and creating a positive work culture can protect your practice and your peace of mind.

Hear the original episode with Kimberley Felton

Learn more about ALPS Insurance.

Receive email notifications every time we release a new episode

#564: The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender

Ally Kvidt — Thu, 12 Jun 2025 11:00:01 +0000

In this insightful episode of the Lawyerist Podcast, we invite you to explore the profound interplay between personal resilience and professional advancement. Join business coach Sara Muender and host Zack Glaser as they guide us through the essential process of reframing failure and leveraging hardships for significant growth.

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!

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

Community Table: Alternative Fee Structures, Virtual Receptionists, and a Second Office

Ally Kvidt — Tue, 10 Jun 2025 11:00:09 +0000

In this episode’s discussions around the Community Table:

To meet client demand, firms are exploring alternative fee structures, such as flat-rate billing. Clients are paying for results, not hours. Today’s tech, including AI, can make your firm more efficient and settle cases faster. Hear how you can experiment with different fee structures and where they may, or may not, work.
Do you need a real receptionist, or can you get by with an outsourced, virtual one? There can be advantages. Clients today expect more, including 24/7 availability. Virtual receptionists can be available around the clock, and modern technology can offer lower costs, greater capacity, and add-ons such as multiple languages.
As your firm’s footprint expands, you may consider opening an office in a new territory. Dig into the pros – and many cons – of expanding your reach and the creative alternatives to physical office space (even sending a ride-share company to pick up distant clients and bringing them to you).

Leading the Bar Trailer

Ally Kvidt — Mon, 09 Jun 2025 19:00:07 +0000

Bar presidents share strategies, tools and insights for attorneys growing into leadership roles. Learn from real stories of growth, crisis management, and innovation in NCBP’s Leading the Bar podcast. Listen monthly for compelling stories the next generation of lawyer-leaders can use to develop skills, confidence, and vision to lead with purpose and integrity.

“The Untold Secrets to Thrive as a Lawyer” with Judy Selby

Ally Kvidt — Mon, 09 Jun 2025 11:00:38 +0000

Drawing from over 30 years experience in legal practice, Judy Selby’s newest book offers a wealth of knowledge for attorneys looking to move forward with confidence in their legal career. Molly Ranns and JoAnn Hathaway sit down with Judy to learn her insights on creating meaningful relationships with clients while growing a brand that reflects your personal values. And, when it comes to wellbeing, Judy has practical, realistic advice that helps attorneys avoid the pitfalls that could negatively impact their progress.

Read Judy’s book to learn more! The Untold Secrets to Thrive as a Lawyer: Six Steps to Ignite Your Legal Career Even if You Didn’t Go to Harvard or Yale

judyselby.com

#563: Beyond the Traditional: Creating Future-Proof Legal Offerings, with Rachel Allums and Allison Harrison

Ally Kvidt — Thu, 05 Jun 2025 11:00:42 +0000

Step inside a real-world example of legal innovation as two Lawyerist Lab members, Rachel Allums and Allison Harrison, reveal how they partnered to create Safe Sendoff, a new company addressing common legal needs for young adults.

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!

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

Case Management and Accounting Tech: Implementation, Migration, and Integration

Adam Lockwood — Thu, 29 May 2025 16:10:08 +0000

Take a deep dive into today’s case management and accounting tech with one of the leading voices in legal technology, Allan Mackenzie, the founding partner of the firm Efficient Legal.

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)

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

#562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell

Ally Kvidt — Thu, 29 May 2025 11:00:44 +0000

AI is here to revolutionize your law firm, moving beyond simple prompts to actively handling your tasks. This Lawyerist Podcast episode is your essential guide. Zack Glaser sits down with Dr. Charreau Bell, a senior data scientist and assistant professor at Vanderbilt University, who’s helping law students and faculty use AI in truly meaningful ways.

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!

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

Be That Lawyer, Insider Tips to Building Your Firm, Becoming a Rainmaker

Ally Kvidt — Tue, 27 May 2025 11:00:37 +0000

In this hands-on, in-the-trenches episode about real business development, learn the secrets to acquiring and signing new clients from law firm advisor Steve Fretzin, author of the new book “Be That Lawyer: The 101 Top Rainmaker Secrets to Growing a Successful Law Practice.”

Fretzin, an accomplished author, business strategist, and podcaster, works with law firms big and small to help them prioritize goals, build their business, and achieve measurable, repeatable successes.

Business development is more than buzzwords such as “branding” or “marketing,” it’s about the entire, intentional path to creating a business that is always growing, always producing. It’s the process of becoming the lawyer that everyone knows and everyone goes to: a rainmaker. As Fretzin says, “Be that lawyer.”

Hear about “sales-free selling” with a thoughtful, insightful approach to learning what clients need before you start pitching a service. Develop a checklist, a map, for building your business that you can put to work today. Developing a business can be confusing, with a lot of moving parts. Fretzin explains how it all comes together.

What today’s rainmakers do differently

Ally Kvidt — Wed, 21 May 2025 20:00:14 +0000

Matthew Dixon, co-founder of DCM Insights, is a researcher who’s spent the bulk of his career looking into the shared characteristics and behaviors of successful B2B salespeople. In 2011, he released a study called “The Challenger Sale.” when giving a keynote on his findings at an annual partner retreat, when an audience member stood up and challenged him.

“He said, ‘Dr. Dixon, you’ve been talking now for 45 minutes about sales effectiveness and salespeople and selling and sales process, and it’s all very fascinating and I’m sure our clients would be very interested in this,’” Dixon recounts to the ABA Journal’s Lee Rawles in this episode of The Modern Law Library. “‘And after all, we do a lot of consulting work around go-to-market strategy. But what maybe you don’t recognize is that we are partners at our firm. We are not salespeople. In fact, there’s not a single salesperson in this audience. I might go so far as to say we don’t sell anything here.’”

Dixon was taken aback. “What I realized was this world of partnerships, of professional services, of doer-sellers is actually quite a bit different from the world of sales and what we had written and all this research we’d done over the years.”

In 2022, he tackled this population with the Rainmaker Genome Project, a study that became the basis for The Activator Advantage: What Today’s Rainmakers Do Differently, co-written by Dixon, Rory Channer, Karen Freeman and Ted McKenna.

The Rainmaker Genome Project surveyed 3,000 partner-level professionals in 41 firms from the fields of law, public relations, accounting and investment banking. About 39% of respondents were lawyers. Each received a score for their effectiveness in business development and were analyzed for how they provided client services. And it turns out that partner was correct: What makes a lawyer an effective rainmaker is not necessarily what makes a salesperson an effective seller.

After doing a vector analysis on the data, “what we found was that every one of those 3000 professionals could be placed into one of five business development profiles,” says Dixon. The five profiles were the expert, the confidant, the debater, the challenger and the activator.

Dixon stresses that the five categories are not about your personality. While personalities are immutable, behaviors can be changed.

“These are about the things that we can all learn to be better at,” says Dixon. “It’s about the way we spend our time, it’s about the way we engage our clients, it’s about how we use resources, about how we collaborate with our colleagues, and those are things we can all get better at with the right training, coaching and support from our firms.”

In this episode, Dixon expands on each type, but the most effective performers in terms of business development were found to be the activators.

“The reason we chose the term ‘activator’ instead of ‘connector’—people have asked about this before—is that they’re not about collecting business cards and letting them collect dust or just hoarding LinkedIn connections,” Dixon tells Rawles. “What these folks do is they try to turn these relationships, these connections, into paying client relationships. And the way that they do it, the way they activate those relationships, is they proactively bring new ideas to those clients, new ways to mitigate risk, new ways in consulting, new ways to make money or save money.”

Dixon offers practical advice on how to behave like an activator, including the most effective ways to use LinkedIn. Lawyers and other client-servicing professions can’t just sit back and wait for business opportunities to find them, he warns.

“Whether we like to admit it or not, clients are less loyal today than they once were,” he says. “They’re less likely to automatically come back to their incumbent provider. No matter how great a relationship you have, or how great the value you’ve delivered is, they’re forcing us to compete in ways that we didn’t have to in the past. And so activators want to have a backup plan. They know that that great client today might not be a client tomorrow no matter what you’ve done on your end to deliver value and build a great relationship. So you need a backup plan.”

EP 909- Is That A Dumb Question

Ally Kvidt — Wed, 21 May 2025 11:00:52 +0000

Today we’re talking about the difference between a simple question that elicits a powerful answer and the kind of questions that show you haven’t done your homework.

#560: Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential with Leticia DeSuze

Ally Kvidt — Thu, 15 May 2025 11:00:53 +0000

Feeling like you’re the only one holding everything together in your law firm? You’re not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn’t just for CEOs; it’s the key to breaking free from feeling constantly overwhelmed.

Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you’ve achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You’ll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.

Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.

Listen to our other episodes with Leticia DeSuze:

#491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify | Lawyerist

#520: The Truth About Lawyer Self-Care: Prioritize or Suffer Apple Podcast | Spotify | Lawyerist

#464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 – Introduction: Embracing the “Positive Struggle”

04:05 – The Leadership Skills Gap: From Lawyer to Leader

07:10 – Breaking the Bottleneck: Delegation and Mindset Shifts

10:46 – Beyond Hiring: Developing Leaders at Every Level

21:40 – Client Service vs. Efficiency: Finding the Right Balance

28:58 – Redefining Leadership: Structure, Ownership, and Trust

31:07 – Recognizing Individual Motivators, Final Thoughts

#559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored)

Ally Kvidt — Tue, 13 May 2025 14:40:34 +0000

In this conversation, Karin Conroy, a legal marketing strategist, discusses the evolution of law firm websites and the importance of unique branding in legal marketing. She emphasizes the pitfalls of copying competitors and the need for firms to develop their own unique selling propositions. The discussion also touches on the significance of being first to market and avoiding shortcuts in marketing strategies. Karin provides insights into how firms can differentiate themselves and succeed in a competitive landscape.

Links from the episode:

www.conroycreativecounsel.com

https://conroycreativecounsel.com/blw/

Community Table: The Five Commandments of Law Firm Marketing

Ally Kvidt — Tue, 13 May 2025 11:00:15 +0000

In this episode’s discussions around the Community Table:

Grappling with a marketing refresh? Start with understanding you are an experiment of one. Asking someone else what’s working for them is a doorway to blind alleys. There is nobody just like you, so explore all options, ask yourself what you want to get out of it. You can’t copy what someone else does.
Learn and live “The Five Commandments of Marketing.” Have a call to action, know what you want to get back for the marketing spend, evaluate your results, learn from the outcome, and commit to the full process (don’t skip a step).
Hiring a marketing agency is tricky. Manage the agency. Don’t let them take over. Hold them accountable with weekly meetings and reports. Make sure the agency has worked in your field and knows your market. Understand where your money is going, what amount of your spend buys marketing and what pays the agency.

Rethinking Legal Fees for a Modern, Value-Based Practice

Ally Kvidt — Fri, 09 May 2025 18:15:11 +0000

Modern law practice needs a modern billing approach. Learn tactics for the successful transition from hourly billing to flat and alternative fees with Scott Leigh of AltFee, the 2024 ABA Techshow Startup Alley winner. Mathew Kerbis talked with Scott at Techshow 2025 about the evolution of fee structures alongside technology advances and what lawyers should be thinking about to align their services with competitive pricing. They discuss how modernized fees can increase efficiency and profitability while offering transparent pricing for your clients.

Scott Leigh is co-founder and CEO at AltFee.

#558: The Wealthy Lawyer: Practical Financial Strategies for Legal Professionals with Darren Wurz

Ally Kvidt — Thu, 08 May 2025 11:00:40 +0000

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!

Access more resources from Lawyerist at lawyerist.com.

Links from the episode: 

Paxton.ai

#557: KPIs for Lawyers: Measuring Your Law Firm’s Financial Health with Bernadette Harris

Ally Kvidt — Thu, 01 May 2025 11:00:30 +0000

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!

Access more resources from Lawyerist at lawyerist.com.

Rebranding: Define Your Firm, Define Your Practice

Ally Kvidt — Tue, 29 Apr 2025 11:00:02 +0000

Not too long ago, law firms were discouraged from using trade names and “branding” themselves. But the world has changed, and branding today is a key part of your success. Is it time for your firm to get serious, or even consider a “rebranding?”

Guest Jim Heininger, “The Rebrand Man,” founded and leads the firm Rebranding Experts. He is an experienced, highly successful brand consultant and brand activator. Branding, he says, is your strategic business accelerator, a “jet pack to success.”

Don’t confuse branding with marketing. It goes deeper. Who are you? What’s your culture? What do people think about when they hear your firm’s name, and what do they expect from you? Hear how far you can go with your brand (and how far you should).

Whatever you do, take a few minutes to soak up this insightful consultation with a branding expert who will get you thinking about who you are, what you stand for, and everything from your firm’s name to your message and culture.

Turning Tech Into Profit for Your Small Firm

Ally Kvidt — Mon, 28 Apr 2025 15:00:35 +0000

Want to help your small firm flex its muscles? Think tech. Guest John K. Phoebus is a highly regarded personal injury and criminal defense attorney practicing on the eastern shore of Maryland. He is a founding partner of the Anthenelli, Phoebus & Hickman, LLC boutique law firm that he turbocharges with the latest technology.

Hear how Phoebus struck out at first on his own, then partnered with trusted colleagues and built a reputation so strong in their region they are known largely either by their last names or by Phoebus’ nickname, “The Crab Lawyer.”

To manage a heavy case load in a boutique firm and sift through massive piles of evidence, even decades of medical records for a single case, Phoebus leans into tech, often tinkering with new products and pushing for greater capabilities when taking his small firm into battle against much larger, deep pocket firms.

Technology can help you market online, take clients from inquiry to retainer, and create repeatable, dependable case management systems that deliver a consistent experience to clients, build your reputation, and maximize outcomes time after time.

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

Topics:

For small firms, a strong tech arsenal (and yes, that means AI as well) turns Davids into Goliaths. Go toe-to-toe with the biggest firms with a robust stable of tech tools, even sort through decades of medical records, sort multiple body camera videos, and help you read a brief through the eyes of a judge and jury.
Owning multiple online domain names can help you extend your reach without creating more work, they can all point back to the same website while protecting you from “poachers” who want to latch onto your reputation.
How do you know you’ve “made it” in the legal world? When you’re known only by your last name. That’s a reputation.

#556: Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin

Ally Kvidt — Thu, 24 Apr 2025 11:00:12 +0000

Recorded live at the ABA Techshow, Zack Glaser interviews Cole Popkin, a digital forensics senior analyst at Proven Data, to shed light on the increasingly relevant field of digital forensics for legal professionals. Cole shares how understanding the basics of digital forensics can benefit lawyers in all practice areas, from litigation to transactional work and firm management.

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!

Access more resources from Lawyerist at lawyerist.com.

EP907- Meet Katie!

Ally Kvidt — Wed, 23 Apr 2025 11:00:38 +0000

There’s a new pair of Heels in the Courtroom. Get to know Katie St. John and hear about her path to plaintiff’s law and recent trial success stories.

#555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner

Ally Kvidt — Thu, 17 Apr 2025 11:00:00 +0000

What if the key to better legal work isn’t just smarter tools but more inclusive ones? Susan Tanner, Associate Professor at the University of Louisville Brandeis School of Law, joins Zack Glaser to explore how AI and universal design can improve legal education and law firm operations. Susan shares how tools like generative AI can support neurodiverse thinkers, enhance client communication, and reduce anxiety for students and professionals alike. They also discuss the importance of inclusive design in legal tech and how law firms can better support their teams by embracing different ways of thinking to build a more accessible, future-ready practice. The conversation emphasizes the need for educators and legal professionals to adapt to the evolving landscape of AI, ensuring that they leverage its capabilities to better serve their clients and students.

Links from the episode: 

NetDocuments

NetDocuments Demo Request

Listen to our other episodes about diversifying learning strategies and the AI revolution:

#405: The Diverse Way People Think, with Temple Grandin: Apple Podcasts | Spotify | Lawyerist
#551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist
#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalaki and Conrad Saam: Apple Podcasts | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Community Table: Firing an Employee, Ever-changing Marketing, and Moving to a New City

Ally Kvidt — Tue, 15 Apr 2025 11:00:42 +0000

In this episode’s discussions around the Community Table:

An attorney realizes she’s waited too long to fire someone and knows there may be repercussions. But sometimes, the cost of keeping a problematic employee outweighs the consequences of letting them go. What’s best for the firm? What if you can’t fill the position and work piles up?
Nothing stays the same, even in marketing. Attorneys question the value of “pay per click” online advertising. Hear what firms are seeing, especially in Google ad words. Is the “golden age” of pay per click over? As rules change, you are one algorithm change from trouble. Communicate with your marketing team and diversify.
Imagine if you had to move to a new city, or if you simply wanted to. If it’s not a corporate gig, and you’re hanging out a shingle, it takes some work to ramp up. Network, network, network. Develop a marketing plan that ensures your name gets out and clients can find you.

Cliocon 2025

Ask us anything for the Community Table. Leave us a question online

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

#554: Competence and Diligence in Light of Changing Laws and Regulations

Ally Kvidt — Thu, 10 Apr 2025 11:00:20 +0000

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!

Access more resources from Lawyerist at lawyerist.com.

ENCORE- Mentorship With John Simon Part Two

Ally Kvidt — Wed, 09 Apr 2025 11:00:59 +0000

Our goal is to lift you up with every episode, and today we are sharing our mentor’s most valuable life lessons. We hope these ideas help you get through the day with a little more grace, a little less angst and a lot more confidence.

Show Me the Clients! — Holding Your Marketing Accountable

Ally Kvidt — Wed, 09 Apr 2025 08:00:53 +0000

Feeble marketing tactics are a major waste of your law firm’s ad spend! Make sure your budget isn’t being squandered by understanding what marketing quality and accountability should look like.

If your marketer’s data looks like a success but isn’t resulting in new clients for your law firm, you might be getting shammed. The guys join us from the road at two of the legal industry’s finest conferences, ABA Techshow and Mass Torts Made Perfect. In their talks, Gyi and Conrad each presented the perils of marketing misinformation and what lawyers need to look for to ensure transparency and accountability in their marketing schemes.

Leave us a comment on the LHLM LinkedIn page if you’d like to have Gyi and Conrad’s slide decks from their conference presentations!

The News:

Google Business Profiles are switching things up – Ask Maps Is Google Q&A’s AI Replacement: Here’s What It Means For Marketers
It’s probably a good idea to opt in to Google’s experimental AI Mode to see where things are headed – Expanding AI Overviews and introducing AI Mode
Notebook is expanding access all over the place – New in NotebookLM: Discover sources from around the web
It is a very good thing that we are a country with laws, and though we’ve always been loath to get too political, we feel that we have to recognize current dangers and stand up for the rule of law. Read through The ABA supports the rule of law, Statement from SBM Leadership on Unprecedented Threats to Rule of Law, ABA condemns remarks questioning legitimacy of courts and judicial review, and more at the ABA’s Rule of Law page.
On a lighter note, Jessica Hawkins from Consultwebs created a post on the Best Legal Podcasts of 2025. Jessica gave LHLM a really nice write up, and we are super thankful to be featured with some other great shows!
And, Conrad is desperately seeking an awesome Customer Success person. Just go see if you can find the hidden job listing on Mockingbird Marketing.

Suggested LHLM Episodes:

Bull$#!% You Hear at Legal Conferences

Apple | Spotify | Youtube

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

#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach

Ally Kvidt — Thu, 03 Apr 2025 11:00:09 +0000

Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI.

Hear Catherine’s other appearance on Lawyerist Podcast:

#444: Streamlining Legal Operations for Success, with Catherine Sanders Reach: Apple Podcasts | Spotify | YouTube

Listen to our other episodes about artificial intelligence:

#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 Tsakalakis and Conrad Saam: Apple Podcasts | Spotify | Lawyerist
#546: Unlock Law Firm Growth: AI Marketing Secrets with Karin Conroy: Apple Podcasts | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Bullying in the Legal Profession

Ally Kvidt — Wed, 02 Apr 2025 15:30:41 +0000

The legal profession upholds expectations for civility, inclusion, and wellbeing, but a new study by the Illinois Supreme Court Commission on Professionalism found that bullying is still a systemic issue in legal practice. Trisha Rich and Mathew Kerbis welcome Erika Harold to the podcast to discuss the study: Bullying in the Legal Profession: A Study of Illinois Lawyers’ Experiences and Recommendations for Change. Erika explains how their research was conducted and which groups within the profession were found to be most at risk. They also discuss how lawyers can take action to increase awareness and prevent future harm.

Erika N. L. Harold is the Executive Director of the Illinois Supreme Court Commission on Professionalism.

ENCORE- Mentorship With John Simon Part One

Ally Kvidt — Thu, 27 Mar 2025 20:30:51 +0000

Mentors help you build skills, gain confidence and are there for you when you need trusted advice on practically anything. Mary brings her mentor (and Dad) Attorney John Simon into the discussion on the power of positive mentorship.

Going Solo (and Staying Solo!) Tips From a Veteran Solo Practitioner

Ally Kvidt — Thu, 27 Mar 2025 11:00:16 +0000

Get inspired and stay inspired as a solo legal practitioner. Guest Paige Greenlee started her firm, Greenlee Law PLLC, in 2014 and is still going strong on her own. Hear how she does it. Keeping the lights on, and keeping track of cases, business, even contract help is a full load, but you can do it.

Having worked for large firms, Greenlee realized she wanted to control her own business, use the technology that worked for her, and manage her own calendar and cases. But as so many have noted, you learn the law in law school – not business management.

Hear how Greenlee leaned on family experiences, mentors, and her own trial and error to keep the lights on, keep the cases coming in the door, and stay organized and efficient.

Here’s a hint, a lot of running a solo practice comes down to making a business decision and then outsourcing the implementation. Greenlee learned to delegate tasks, including accounting and technology management. And as she started to build her practice, she learned to find and hire the right assistants to manage day-to-day duties. She relies heavily on tech tools – the right tools, not cheap imitations – to eliminate the forest of paper documents that comes her way daily.

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

Topics:

Hear how a successful solo law firm founder learned to practice law, enjoy her life, and take care of the day-to-day chores it takes to run a business
It’s easy to fall into the habit of trying to do everything yourself. Learn when to “outsource,” turning over business issues such as bookkeeping and administration to contract employees and firms.
When it comes to your tech, don’t skimp. If you need it, get it. “Good enough” is rarely good enough.

#552: Should Your Law Firm Welcome Non-Lawyer Owners? Insights from UK Attorney Corinne Staves

Ally Kvidt — Thu, 27 Mar 2025 11:00:06 +0000

What if law firms didn’t have to be owned by lawyers? In the UK, non-lawyer ownership has been shaking up the legal industry for over a decade, bringing in private equity, corporate structures, and even stock market listings. But has it led to innovation or just new ethical dilemmas? Corinne Staves, a UK legal expert, joins Lawyerist Podcast to reveal the surprising ways this shift has (and hasn’t) transformed the profession.

Listen to our previous episodes about non-lawyer ownership:

#354: A Look at the New Non-lawyer Firm Ownership Reform, with Lori Gonzalez: Apple Podcasts | Spotify | Lawyerist

#355: A Look at the New Non-lawyer Firm Ownership Reform, Pt.2, with Allen Rodriguez: Apple Podcasts | Spotify | Lawyerist

#221: The State of the Legal Profession, with ABA President Robert M. Carlson: Apple Podcasts | Spotify | Lawyerist

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

Access more resources from Lawyerist at lawyerist.com.

Tax Strategies That Look Forward, Not Backward. Keep More, Pay Less.

Ally Kvidt — Tue, 25 Mar 2025 11:00:11 +0000

It’s tax time. No, we’re not referring to a specific date. For your business, every day is tax time. Guests Jackie and Adam Williams are married and co-own Pennywise Tax Strategies, a firm focused on helping small businesses navigate tax codes to keep more of their hard-earned money. Jackie Williams is a CPA and veteran tax specialist, and Adam Williams is an attorney and serial entrepreneur who became frustrated with large tax bills.

Managing a business and your business taxes is more than handing over a stack of receipts to an accountant once a year. Many business owners don’t know enough about the tax system and miss opportunities to maximize earnings through intentional tax strategies throughout the year. Look at the future, not the past, when you think about taxes.

Payroll, cash flow, metrics, records all matter and all fit together every day, not just at the end of the tax year. This requires a shift in your mindset. Keep more of your money, reinvest it in your business, and get more out of life.

Tax strategy is not just for billionaires, it’s for you. Understand incentives baked into the tax code and how you can use tactics including the switch from sole proprietor to LLC or S Corp structures. Think this isn’t for you? Wait until you hear how much money, real money, you can save. Hear the actionable things you can start doing today.

How thinking like an athlete can make you a better lawyer

Ally Kvidt — Wed, 19 Mar 2025 16:00:28 +0000

Peak performance in high-stress environments. It’s the goal for the basketball players taking the court during March Madness, but just as much for players on a different kind of court. Lawyers can and should learn a lot from elite athletes, says Dr. Amy Wood.

In this episode of the Modern Law Library, Wood shares her insights with the ABA Journal’s Lee Rawles. Wood, a clinical psychologist, has focused her career on attorney wellness. She is the author of the new book Lawyer Like an Athlete: How to Up Your Game at Work and in Life, published by the ABA’s GPSolo Division. Wood first developed Lawyer Like an Athlete as a CLE program, sharing tips on achieving physical and mental wellness, as well as preparing lawyers to maximize their work performance.

There are four characteristics Wood identifies as being shared by star athletes and star attorneys: exquisite self-care, a grounded perspective, “nourishing diversions” and thriving relationships. Without attending to those elements, she says, it’s difficult for lawyers to sustain themselves in a high-stress profession.

Many lawyers enjoy extreme solo sports, like marathon running. But don’t forget about team sports. There’s much you can learn about personal performance from elite athletes, but it’s just as important to integrate lessons about team performance, Wood says. Are the people on your “team” helping you perform at your peak?

Wood and Rawles also discuss the importance of striving for a “fan’s perspective”; the importance of visualization; the cycle of workouts and recovery days; and five signs that it’s time to reach out for professional assistance.

#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam

Ally Kvidt — Thu, 13 Mar 2025 11:00:52 +0000

Zack talks with the hosts of the Lunch Hour Legal Marketing Podcast, Gyi Tsakalakis, and Conrad Saam about how artificial intelligence is affecting consumer behavior and how your law firm should adjust to the changing market. Additionally, they discuss how to leverage AI to your advantage against your own marketing data to be more deliberate with your legal marketing spend.

Additionally, Zack and Jennifer discuss the Lawyerist’s annual Best Law Firm Website contest, where they dig into what makes a website “work.”

Links from the episode: 

Subscribe to Lunch Hour Legal Marketing

https://www.youtube.com/@LHLM

https://www.gorillaz.com/

Making Yourself Essential, The Art of Becoming Indispensable.

Ally Kvidt — Thu, 13 Mar 2025 11:00:49 +0000

Guest Natalie Athas is an experienced international paralegal for a Southern California law firm. She set out to become a nurse but wound up getting into the legal profession and found her place. She worked her way up through a number of positions, starting at the ground floor. Funny how things work out.

Hear about the typical day of a busy paralegal serving a litigation team. She travels extensively as part of her job, mentoring new paralegal groups for her firm around the country. “My day is like a box of chocolates,” she says. “I never know what I’m going to get.”

As she worked through the ranks, Athas took advantage of every opportunity to take on new tasks, from making herself an “essential employee” during the COVID pandemic, coming into the office while others worked from home (even doing the “COVID Cleaning” of door handles and keyboards) to learning Zoom trials and filling in when other branches of the firm are short staffed.

This episode is a great guide to self-propelled career advancement and becoming so essential to your firm’s operations they wouldn’t even think of leaving you behind if they downsize. Stay visible, put in the hours, and build your skills. These are tips for success you don’t want to miss.

Community Table: The Difference Between a Manager and a PLA

Ally Kvidt — Tue, 11 Mar 2025 11:00:41 +0000

In this episode’s discussions around the Community Table:

PLA? Professional law firm administrators. What you need to know and what they do. It’s not an office manager and it’s not an administrative assistant. Hear why you might need a PLA. As your firm grows, are you spending more time “running the business” than attracting clients and winning cases? Maybe you need a PLA.
While we’re at it, how about a non-attorney salesperson. Someone who is passionate will build your firm beyond simply sales. Propelling your brand is as important as getting a signature on the dotted line. Compensation, goals, motivation, there are so many factors.
Understanding the difference between “wealth” and “money” is critical to your business. Money spent builds client lists (SEO, advertising, Google ranking), but building a referral network through a solid reputation builds wealth that never stops. One takes cash, one takes time, effort, and commitment.

Why Your Legal Arguments Fail (And How to Fix Them) with Jefferson Fisher

Ally Kvidt — Thu, 06 Mar 2025 12:00:20 +0000

We can probably all think of a moment (or many) when we struggled with natural, constructive communication with those around us. But, how do we learn from those difficult and/or awkward moments and successfully convey our views? Rocky Dhir talks with Jefferson Fisher about his tips for becoming a more effective verbal communicator. Jefferson shares advice for legal professionals to help them foster authentic relationships with both peers and clients. Later, they discuss communication techniques for handling yourself well in the midst of arguments or other stressful situations.

Jefferson Fisher is a Texas board certified trial lawyer, author, keynote speaker, and argument expert.

You may pre-order Jefferson’s new book: The Next Conversation here.

#549: A Journey into Video Marketing, with Temi Siyanbade

Ally Kvidt — Thu, 06 Mar 2025 12:00:03 +0000

In this conversation, Temi Siyanbade, founder of TOS Legal, discusses the importance of video marketing for legal professionals. She shares her journey into using video to connect with clients and build her brand, emphasizing the need to overcome the fear of being on camera. Temi explains how video can enhance legal marketing by building rapport with potential clients and providing valuable information. She also offers practical advice on starting with basic equipment and measuring success in video marketing, encouraging lawyers to embrace this medium to better serve their clients.

Additionally, Zack talks with the folks at NetDocuments about the importance of organizing your digital files and recent advancements in document search.

Links from the episode: 

Request a demo from NetDocuments

Show, Don’t Tell by Temi Siyanbade

Flat-Fee Billing? Yes! A “Super Episode” With the Host of Lawyerist

Ally Kvidt — Thu, 27 Feb 2025 12:00:28 +0000

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.)

#548: Essential Strategies to Know Before You Go Solo, with Stephanie Everett

Ally Kvidt — Thu, 27 Feb 2025 12:00:16 +0000

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.

Embrace The Metrics. What’s Working (And Who’s Paying The Bills?)

Ally Kvidt — Tue, 25 Feb 2025 12:00:57 +0000

We all try, but who really measures? Who’s paying you on time? If you don’t know, it’s hard to know if the business is working. It comes down to cash flow. And, frankly, lawyering is a business.

Guest Karl Maier is a CFO and a business advisor at Abunden. He specializes in helping growing business manage systems and cash flow and putting it all into measurable terms. As you grow, you must know if the cash flow is growing. Maier helps businesses spot problems they aren’t facing today but may need to confront six months down the road.

A growing business can appear profitable in the short term and still face a cash flow problem down the road. Paying staff and keeping the lights on as you grow requires cash and timely client payments. It’s a delicate game. You need to be sure clients are paying, and sometimes that’s elusive.

If you’re a growing firm, or you want to be a growing firm, this episode will get you thinking. And it should. Nobody gets excited about spreadsheets – especially lawyers – but if you’re intent on growing your business, you must do this.

#545: Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas

Ally Kvidt — Thu, 13 Feb 2025 12:00:31 +0000

In this conversation, Rho Thomas, a money coach for lawyers, discusses the financial struggles faced by legal professionals, particularly focusing on student loans, lifestyle expectations, and the impact of debt. Rho emphasizes the importance of intentional spending, budgeting, and making significant financial decisions, such as housing choices. The discussion also covers the balance between investing and paying off debt, strategies for increasing income, and the importance of communication and shared vision in financial planning. Rho shares her personal journey of overcoming debt and offers insights into building net worth through effective financial management.

Links from the episode: 

The guide to mistakes that keep lawyers from making money

Lawyerist Alternative Fee Structures Webinar (March 12)

Winning LinkedIn Strategies for Lawyers | A Lawyerist Podcast Re-Broadcast

Ally Kvidt — Thu, 13 Feb 2025 12:00:00 +0000

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!

EP 904- Bad Facts

Ally Kvidt — Wed, 12 Feb 2025 12:00:40 +0000

Panicking about a bad fact in your case? When you can find the truth behind it, put it in context for your client and be prepared to own it, you can often disarm the potential damage.

Community Table: Work the Room! Actually Networking at a Networking Event

Ally Kvidt — Tue, 11 Feb 2025 12:00:06 +0000

In this episode’s discussions around the Community Table:

Getting the most out of your next networking event means actually networking with new people, not simply socializing with the people you already know. It’s OK if you don’t love networking events, but you do need to go to them.
Your next networking event starts before you get to the door. Do some research, get in touch with the leaders of the program prior to the day. Introduce yourself in an email and let them know how eager you are to meet them and others.

Consider making your own name tag, something that clearly communicates who you are. Maybe even wear a distinctive article of clothing, something that makes it easy for others to remember you. “She always wears yellow,” or “He has the red pocket square.” (And please, carry business cards!)

Knowing how to network isn’t a given. If you’re in a leadership position at your firm, take a moment to teach younger associates how to work the room and develop connections. They don’t teach this in law school.

#544: How to Build a Respectful Legal Workplace, with Erika Harold

Ally Kvidt — Thu, 06 Feb 2025 12:00:56 +0000

In this conversation, Zack Glaser and Erica Harold discuss the prevalence of bullying in the legal profession, highlighting a study conducted by the Illinois Supreme Court Commission on Professionalism. They explore the findings of the study, which revealed that one in four Illinois lawyers experienced bullying and discuss the need for concrete recommendations to address this issue within law firms. The conversation emphasizes the importance of creating a culture of respect and civility in the legal field, as well as actionable steps that can be taken by individuals and organizations to combat bullying.

Links from the episode: 

https://www.2civility.org/

Former Watergate prosecutor and friends reflect on life in ‘Legal Briefs’

Ally Kvidt — Wed, 05 Feb 2025 21:00:53 +0000

For some people, retirement is an opportunity to kick back and finally relax. But for Roger M. Witten, it was a chance to finally tackle that book he’d been thinking about writing. With a little help from longtime friends and colleagues, Legal Briefs: The Ups and Downs of Life in the Law was born.

Witten’s aim was to reach a general audience and given them an idea about what a life in the law could look like outside the most well-known bounds of a criminal justice, Law & Order career. The result is a series of short, digestible anecdotes from 20 attorneys, talking about memorable cases, clients and conundrums they had. A reader could flip to any chapter in Legal Briefs and spend an enjoyable 5-10 minutes getting a snapshot from a contributor’s career.

Witten himself shares how he became an assistant special prosecutor for the Watergate Special Prosecution Force in the 1970s. In this episode of the Modern Law Library, he tells host Lee Rawles about defending a wise guy client code-named Ted, who nicknamed Witten “Witless” and threw a party with a banner reading “Ted – 1, FBI – 0” when they reached a successful plea agreement.

Many of the contributors to the book of essays were involved in government litigation and complex corporate matters. Witten himself was one of the foremost litigators handling Foreign Corrupt Practices Act cases, and before his retirement was a senior litigation partner in WilmerHale’s New York office.

In this episode he also shares his perspective as a former Watergate prosecutor on current events within the federal government since the Trump Administration began, and recounts his experience with the late Sen. John McCain while defending campaign finance reforms.

Pro Bono Passion Perseveres Pre- and Post-Pandemic with Fawaz Bham

Ally Kvidt — Tue, 04 Feb 2025 12:00:35 +0000

Providing pro bono service to small businesses in Dallas, Texas not only persevered through the pandemic – it expanded. The innovative program developed by attorney Fawaz Bham coordinated more than 40 law firms and community organizations through a transition from in-person to remote clinics to sustain a program that has served over 25,000 clients. Bham’s efforts were recognized by the 2024 American Bar Association’s Pro Bono Publico Award for exceptional volunteer public service.

Becoming “Future You.” Tools To Get YOU Moving In 2025

Ally Kvidt — Tue, 28 Jan 2025 12:00:32 +0000

Don’t think of December as the end of the year. Think of it as a chance to plan ahead for an exciting, purposeful, and opportunity-filled new year.

Guest Andrea Liebross is the founder of her own firm, Andrea Liebross Coaching. She believes setting and achieving big audacious goals are best tackled through the implementation of solid systems, real goals, and the right (and ambitious) mindset.

Are you getting where you want to go? Too often, we set our own limits. We stay safe and we stay small. We do things the way we’ve always done them because it’s safe. Hear how setting “big” goals and stretching your thinking helps you become “future you.” Give yourself permission to find out what you really want and where you want to be. And then make a plan to get there.

Learn about Liebross’ “Think Big Toolkit” and the five components that can help you become “future you.” Don’t wait for things to happen to you, make the things you want happen.

Jared’s Xennial Trauma Dump || The Past & Future of Legal Tech

Ally Kvidt — Fri, 17 Jan 2025 09:00:59 +0000

It was the 80s, man! The Xennial microgeneration (born between 1977 and 1983) is, arguably, the best generation, but growing up in the magical, tech-free 80s wasn’t actually entirely happy-go-lucky. TV and movies of the era loved inflicting psychological scars on children, so Jared takes a therapeutic moment to get all that emotional damage off his chest.

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.

#541: Why the Best Teams Have Keystone Conversations, with Michael Bungay Stanier

Ally Kvidt — Thu, 16 Jan 2025 12:00:30 +0000

In this episode, Stephanie talks with Michael Bungay Stanier, the author of The Coaching Habit, about his new book How to Work with (Almost) Anyone. They discuss how successful law firm leaders know how to effectively coach teammates and how to foster what Stanier calls the ‘Best Possible Relationships’ (BPRs). This discussion emphasizes the importance of curiosity over advice-giving, and the need for psychological safety in both client and employee relationships. The discussion is rich with practical insights and actionable strategies for improving workplace dynamics and fostering better communication, including how to have a Keystone Conversation and build better self-awareness in leadership.

Links from the episode: 

Check out Michael’s books

MBS Works

Women & AI Summit

EP 902- Pre-Suit Demands

Ally Kvidt — Wed, 15 Jan 2025 12:00:15 +0000

When, why and how should you make a pre-suit demand? Tune in for a realistic discussion on when they work, why sometimes they don’t, and tips on how to improve your chances of a positive outcome.

Community Table: Off On The Right Foot In 2025

Ally Kvidt — Tue, 14 Jan 2025 12:00:31 +0000

In this episode’s discussions around the Community Table:

New year, new plan. And that’s the key: plan. Don’t stumble blind into 2025, instead hear what the experts say about reviewing the previous year and setting goals for the new one. Don’t keep doing the same thing and expecting different results.
Sometimes your ship needs a rudder. If you need a COO, an “executive officer,” to manage the practice, part-time help is available. Experienced administrators take a load off your shoulders and teach others how to set a course and get where you want to go.
What to do when an associate can’t manage retainers and payments? Being a good lawyer is only part of the job, making sure the firm gets paid is the other part. Sometimes an associate isn’t good at communicating financial information with a client. But if you’re a business owner, you have a responsibility to make sure the firm makes money.

When You Can’t Afford to Have a Bad Day – Confidential LAP Support

Ally Kvidt — Mon, 13 Jan 2025 12:00:47 +0000

Lawyers, amongst other “safety-sensitive” professionals like doctors, police officers, etc., aren’t allowed to have a bad day at work. If you aren’t doing your best, someone could get hurt, and the weight of that responsibility can lead to mental health or wellness issues when attorneys, judges, or law students don’t have the support they need. Molly Ranns and JoAnn Hathaway welcome Tom Grden to the podcast to discuss the many resources available to legal professionals through Lawyers & Judges Assistance Programs. There is confidential help available for anxiety, depression, substance abuse, and more. Tom also shares a variety of simple coping skills for managing daily stressors.

Learn more at: Michigan – Lawyers & Judges Assistance Program

Tom Grden is Clinical Case Manager for the State Bar of Michigan’s Lawyers & Judges Assistance Program.

#540: Microsoft Word Rules Every Lawyer Needs to Know, with Barron Henley

Ally Kvidt — Thu, 09 Jan 2025 12:00:11 +0000

In this conversation, Barron Henley shares his expertise on document automation and formatting in Microsoft Word, focusing on hidden features, effective techniques, and the importance of styles. He discusses common pitfalls lawyers face and provides practical solutions to streamline document creation, including the use of templates, styles, numbering, and cross-referencing. The conversation emphasizes the need for proper setup to avoid formatting issues and enhance productivity, particularly in legal contexts.

Links from the episode: 

Check out Affinity Consulting

EP 601- Legal Research and AI Part Two

Ally Kvidt — Wed, 08 Jan 2025 12:00:37 +0000

Our continuing discussion on legal research examines the strengths and weaknesses of AI and the importance of deep and complete human analysis of all research.

#539: This VOICE HACK Will Transform Your Legal Career!, with Rena Cook

Ally Kvidt — Thu, 02 Jan 2025 12:00:01 +0000

Discover how voice training can make you a more effective and persuasive attorney.

Rena Cook, voice and speech trainer, shares invaluable tips on using breath, tone, and inflection to command attention in the courtroom and beyond.

Learn how to speak with confidence, connect with your audience, and elevate your presence in any legal setting.

From proper breathing techniques to authentic pitch variety, this episode reveals the power of vocal mastery in law.

Don’t miss out on this game-changing advice that could take your legal career to new heights!

Links from the episode: 

Find your authentic voice with Rena Cook at My Vocal Authority

#538: AI is Making Law Firms Obsolete, with Alistair Vigier

Ally Kvidt — Thu, 26 Dec 2024 12:00:58 +0000

Discover how AI is revolutionizing law firms and why traditional legal practices may become obsolete.

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

Attorneys and AI Adoption; GenAI Court Order with Judge McGee; & “My Favorite Things”

Ally Kvidt — Thu, 26 Dec 2024 09:00:41 +0000

Reminder: In this day and age, attorney tech competence absolutely includes keeping up with the rapidly evolving AI landscape. So, we all know lawyers typically suck at tech adoption, but how are they doing since the advent of the AI renaissance? Surprisingly better than usual! Jared expounds upon the latest data and enlightens us on how lawyers are engaging with AI tools.

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.

EP 524- Legal Research and AI Part One

Ally Kvidt — Wed, 25 Dec 2024 12:00:38 +0000

That search bar is not always your most efficient research tool. Expert law librarian and attorney MJ Voss explains how to build a research log that will help you refine your search and broaden your understanding.

Think Strategy. Making the Most of Your Firm for You and Your Team

Ally Kvidt — Tue, 24 Dec 2024 12:00:13 +0000

Guest M.C. Laubscher is the founder of Producers Wealth and an author, speaker, and podcaster who aims to help business owners create and build wealth for themselves, their families, and their team.

How do you look at the path to building your firm and your wealth? It’s not intuitive. It takes thought, effort, and time. How’s your cash flow, and how much time do you spend thinking about it? Sometimes as a business owner you get so caught up in the day-to-day that you may not be spending enough time working on your financial picture. Hear how finance, scale, and cash flow management can build your business. And make no mistake, a law firm is a business.

Hear about the small things you can do within your business that make your business work for you.

There may be no greater return than investing in your own business. Never doubt what you can do if you believe in yourself and your business. Hear how you can allocate capital more effectively for greater returns from your own business. As Laubscher says, “You don’t have to be a Rockefeller to do what the Rockefellers do.”

The Secret To Better Documents Is Right In Front Of You

Ally Kvidt — Thu, 19 Dec 2024 16:45:58 +0000

Want better documents and better use of your time? You only need to master what you already own, that includes your Microsoft tools. The solution you didn’t even know you were searching for is right there in front of you (you just didn’t know it).

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.

#537: Stressed Lawyer? This Technique Is Life Changing!, with Supriya Venkatesan

Ally Kvidt — Thu, 19 Dec 2024 12:00:58 +0000

Stressed out at work? In this episode, Lawyerist Lab mindset coach Supriya Venkatesan will help you understand how your body holds onto stress—and simple, science-backed ways to shake it off.

From quick anxiety-relief techniques you can use in the courtroom to posture tweaks and tapping methods, these tools are helping lawyers nationwide stay calm and confident. Learn how movement and somatic regulation can transform the way you handle pressure, whether it’s tough opposing counsel or pre-trial nerves.

Links from the episode: 

Join Lawyerist Lab Today!

EP 825- Generalized Anxiety

Ally Kvidt — Wed, 18 Dec 2024 12:00:22 +0000

Feeling anxious? Generalized Anxiety Disorder (GAD) is a thing and most of us have probably experienced it. Tune in for our coping techniques before holiday anxiety kicks in!

How the Supreme Court Redefined Workplace Discrimination in Muldrow v. St. Louis

Ally Kvidt — Tue, 17 Dec 2024 22:30:37 +0000

Today we’re taking a closer look at a pivotal Supreme Court case that redefined workplace discrimination standards with distinguished attorneys Toni Jackson and Carolyn Wheeler. Together, they’re breaking down the impact of Muldrow v. City of St. Louis, a recent ruling that sets a new precedent in Title VII employment discrimination law, clarifying what level of harm an employee must demonstrate to challenge a transfer.

Toni and Carolyn, representing employer and employee perspectives respectively, offer nuanced insights into how this decision impacts employers, managers, and employees alike. They discuss what the “some harm” standard means in practice, the effect on performance management and employee transfers, and why this ruling could open doors for new types of workplace discrimination claims. From shifts in workplace dynamics to the potential impact on DEI initiatives, this episode explores what business leaders, HR professionals, and employees need to know to navigate these new legal waters.

Bullying In The Legal Profession: The Hard Data And Hard Reality

Ally Kvidt — Tue, 17 Dec 2024 16:15:05 +0000

Bullying is a real problem in the legal profession impacting recruitment, retention, and even driving lawyers out of the field. Guests Stephanie Scharf and Bobbi Liebenberg, through The Red Bee Group consulting firm, co-authored a report commissioned by the Illinois Supreme Court Commission on Professionalism titled “Bullying in the Legal Profession: A Study of Illinois Lawyers’ Experiences and Recommendations for Change.”

We’ve heard anecdotes about bullying in the legal profession, but while anecdotes get some attention or raise eyebrows, they don’t drive change. That takes data. The study produced by Liebenberg and Scharf produced a mountain of compelling data through a survey of more than 6,000 Illinois attorneys. The shocking result: One in four lawyers surveyed reporting bullying. Numbers don’t lie, bullying in the legal profession happens. A lot.

Bullying is more than incivility and rudeness. It involves power imbalances, intimidation, humiliation, and control. Sometimes it’s even physical.

The study delivers a deep dive into a problem that has received little to no formal examination. Bullying impacts every field and lawyer in the profession, but it’s especially problematic for younger lawyers, women, people with disabilities, and people of color. It’s not “just hazing” and it can no longer be tolerated. This episode will have people talking.

Resources:

Illinois Supreme Court Commission on Professionalism
“Bullying in the Legal Profession: A Study of Illinois Lawyers’ Experiences and Recommendations for Change” by Bobbi Liebenberg and Stephanie Scharf
“Her Story: Lessons in Success From Lawyers Who Live It” by Teresa M Beck, Shayna Michele Steinfeld, and Jacqueline Mecchella Bushwack
“Her Story: The Resilient Woman Lawyer’s Guide to Conquering Obstacles, Book 2,” edited by Teresa M Beck, Alicia M Menendez, and Shayna Michele Steinfeld
Previously on the Legal Talk Network, Bobbi Liebenberg and Stephanie Scharf on Lawyer 2 Lawyer, “A Study Into Women Leaving the Law”
American Bar Association
American Bar Association Litigation Section

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

Ally Kvidt — Thu, 12 Dec 2024 16:30:48 +0000

Lawyer burnout is real, and it’s time to talk about it!

In this episode of the Lawyerist Podcast, Zack chats with professional development coach Natasha Evans to uncover the 5 hidden signs you’re nearing burnout. They discuss the prevalence of high-functioning depression among lawyers, the impact of holiday stress, and why even the most successful attorneys aren’t immune.

Natasha shares practical strategies to break free from the burnout cycle, reignite your passion for law, and improve your mental wellness. Discover simple self-care tips, mindset shifts, and the surprising link between your well-being and your firm’s success.

Links from the episode: 

Check out TimeSolv

EP 523- Jury Selection Part Two

Ally Kvidt — Wed, 11 Dec 2024 12:00:20 +0000

Simon Law Firm Trial Attorney Patrick McPhail discusses how much you should reveal about the big issues in your case and how to prepare for rehabilitation efforts from opposing counsel.

Dial M for Mystery Shopper – Sponsored by CallRail

Ally Kvidt — Wed, 11 Dec 2024 09:00:33 +0000

Intrigue! Drama! Suspense! Our victim, Paul Robinson Law, gets put through the wringer again with an after-hours secret shopper call plotted by Gyi and Conrad.

Before you get too delighted at the thought of hearing about the missteps of a fellow firm, remember—if you haven’t taken the time to fully engage with training and testing your in-house or third-party reception, your client intake might be dead in the water. So, did Paul’s firm successfully escalate the undercover shopper’s legal need? Gyi and Conrad analyze the experience and break down its good and bad elements to showcase how proper intake training, scripting, coaching, and emotional connection can foster a superior customer experience that will win you more clients.

The News:

Digital marketing luminaries Rand Fishkin and Greg Sterling have insights you need right now! Rand – The SEO opportunity pie shrinking and more insights and Greg – 300 Million Queries, Old Google, Cyber Week, Location Data Is Like Ground Beef
Bluesky is really on the uptick. With 24 million users, a burgeoning SEO Community, and all your favorite legal tech peeps, is it the new place to be? – Amid X X-odus, Nothing But Bluesky from Now On | LawSites
We’re getting used to disappointment – A Week Overdue, Google November 2024 Core Update Still Causing Volatility
The TLTF Summit has wrapped up for this year, but keep an eye out for next year’s event for a chance to rub elbows with the best and brightest in legal tech.
Thank you, loyal listeners! Spotify Wrapped showed stats that just make us uber grateful for you all.

Also, the dirty, underhanded, belly of the internet turned on Gyi and Conrad in the form of Google Business Profile suspensions on the SAME day. Coincidence? They think not. But, that’s it for today—let’s hash all that out in the next episode.

Other Episodes in the Paul Robinson Trilogy:

Lawyer Website Roasted

Ring, Ring! What to Expect When You Call Up a Marketing Agency

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

Chapters – Times Approximate

(0:00) Planting our Flag / GBP Suspensions

(6:59) Legal Marketing News

(17:53) Mystery Shopper Call

Community Table: Setting Real Goals (And Taking Some Time For Yourself)

Ally Kvidt — Tue, 10 Dec 2024 12:00:59 +0000

In this episode’s discussions around the Community Table:

There’s a time to take stock and reset. Understanding what you value and your internal motivations will help you guide your law firm’s growth. Think about what gets you out of bed and into the office each day. For most, it’s more than money. Know the difference between growing and truly building. Purpose and intentional goals matter more than billing.
It’s the holiday season, and who doesn’t want to take off work for an extended period to be with friends and family. But for law firm owners and leaders, the question is how? Set the pieces in place that will allow you to turn over the business to employees, such as an established chain of command and communication expectations. Try a test period to see how things go when others have to step up and run the office.
And finally, let’s talk about recognizing and coming to grips with “red flags” from a job candidate. Sometimes … you just know.

How to Promote Diversity, Equity, and Inclusion in Legal Workplaces

Ally Kvidt — Mon, 09 Dec 2024 15:10:20 +0000

Our country has become increasingly diverse, but the legal profession often does not reflect the diversity of the communities they serve. Molly Ranns and JoAnn Hathaway welcome Gregory Conyers to learn about his efforts toward increased diversity, equity, and inclusion (DEI) in firms, law schools, and all aspects of the profession. Greg explains challenges that inhibit diversity, both past and present, and talks about resources and tools for increasing awareness and support for healthy workplace cultures that advance DEI goals.

Gregory Conyers is Director of Diversity at the State Bar of Michigan.

#534: Core Values: The Secret Weapon Your Law Firm Needs, with Chad Fox

Ally Kvidt — Thu, 05 Dec 2024 20:30:33 +0000

Discover how core values can transform your law firm from a business into a thriving, purpose-driven practice. Chad Fox, business coach at Lawyerist, shares expert insights on why core values matter and how they impact everything from hiring decisions to daily operations. Learn practical strategies for developing meaningful core values that go beyond basic principles like “integrity” and “honesty.” Find out how to use these values to make better decisions, build a stronger team culture, and create a framework for sustainable growth.

Links from the episode: 

Check out Posh Virtual Receptionists

Register for the Lawyerist KPI Webinar

Pity the Boston Area Sports Fan; Legal Employment Trends; & Workin’ for a Livin’

Ally Kvidt — Thu, 05 Dec 2024 09:00:30 +0000

Jared reminisces on the frustrations (and sweet joys) of the Correia family legacy of dedicated Boston sports fandom. But, in spite of the ups and downs, his message is clear—never give up.

Are you looking to hire or be hired? The legal job market is pretty darn hot, but what are the best ways for law firms and potential hires to connect? Jared Correia welcomes Erin Andersen to discuss the latest employment trends in the legal industry. With insights from both sides of the hiring market, Erin talks through career transitions, ways to optimize your web presence, effects of firm culture on hiring, and yes—AI impacts in job candidate searches!

And, this time on the Rump Roast, Jared and Erin play Workin’ for a Livin’––showcasing unusual jobs for Erin to rank according to their appeal. Would she like to be a professional cuddler? An egg peeler? A reindeer minder? That’s for us to know and you to find out.

Let’s Play(list) Ball!

Tech, Automation, and Cybersecurity: A Pioneering Attorney’s Perspective

Ally Kvidt — Mon, 02 Dec 2024 19:45:05 +0000

Technology and automation are vital when it comes to helping a new firm blossom in today’s environment. Guest Kellam Parks started out in a relatively large firm after law school, but his desire to go paperless and incorporate technology drove him to launch a solo practice that has grown to a three offices in the Virginia Beach area. The firm, Parks Zeigler PLCC, incorporates technologies from case preparation to presentation and to create seamless communication channels among attorneys, staff, and clients.

Parks and his partner grew the firm and expanded into new locations and specialties by inviting like minded attorneys with a book of business who may not be happy in their current situation to join the firm.

Learn how a practice management system and outside professionals can help you manage and direct your success. Your time is best used practicing law, don’t be afraid to reach out to professionals for help, from tech administration to financial management, to coaching.

Don’t be afraid to join professional groups, get involved, and learn from other attorneys who have been there and done that. If you’re a new solo interested in growing your firm, you can’t miss this episode.

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

Topics:

- Technology can be a critical part of your firm. It creates efficiencies, encourages collaboration, improves cybersecurity, and builds your business (and yes, you can do this)
- Pay for professional help when you need it. You might be a great attorney, but you can’t do everything. Recognize when you’re doing so well that you need a professional, whether that’s a technology consultant or a financial officer or tax pro.
- When you’ve done all you can getting your firm up and running and don’t know how to take the next step, consider hiring a business coach, someone who can help you recognize opportunities and chart your path forward.

#533: The Alcohol Experiment, with Annie Grace, Revisited

Ally Kvidt — Thu, 28 Nov 2024 12:00:33 +0000

It’s become a holiday tradition to re-air this important and enlightening episode of The Lawyerist Podcast.

Listen in as Sam Glover and Annie Grace dive into sobriety and mindful drinking. Annie shares her insights and strategies learned in her book, “The Alcohol Experiment.”

Discover the potential harms of the legal profession’s drinking culture and learn how to navigate social events without alcohol. This is a must-listen for any lawyer rethinking their relationship with alcohol.

EP 522- Jury Selection Part One

Ally Kvidt — Wed, 27 Nov 2024 12:00:27 +0000

Selecting jurors that are open to really hearing the facts of your case is the foundation of a winning trial strategy. Simon Law Firm Trial Attorney Patrick McPhail shares his insights on how to better engage with the jury panel in your next voir dire.

So, Trump Again? || Work-Life Balance Through Workflows || Lobster Roll Extravaganza

Ally Kvidt — Wed, 27 Nov 2024 09:00:43 +0000

What gives, America? Jared shares his take on Trump’s unexpectedly decisive re-election and what he expects/fears in the upcoming presidential term. Here’s hoping democracy survives the next 4 years.

Next up, Alan Klevan has used technology to create a better work-life balance for decades, and you can too! Jared and Alan talk through how to leverage technology in your workflows to create a legal practice that aligns with your values and goals as an attorney. Alan shares his favorite tech tools and his strategies for maintaining balance in your personal and professional life.

Last, Alan dodges the usual Rump Roast trivia by having a weird hobby! We bet you’ve never heard of a lobster roll connoisseur, but, well, now you have. Jared questions Alan on his unique experiences consuming lobster rolls in extensive and varied locales.

Are mixtapes still a thing? Jared says so.

Alan Klevan has been an attorney since 1990, concentrating in the fields of workers’ compensation law, automobile tort law, and general negligence law.

Get Comfortable, Get Busy: Networking And Media Relations. Yes. You. Can.

Ally Kvidt — Tue, 26 Nov 2024 12:00:07 +0000

What can you do to attract more business to your firm? Let’s talk about acquisitions through networking. Guest Janet Falk, Ph.D., is a communications professional with more than 30 years of experience helping small and solo firms get better at finding (and signing) more clients. Falk is the chief strategist at Falk Communications and Research.

This is a free lesson in media and public and personal relations, from being the “go-to” for news reporters, mastering marketing communications, and acquiring new clients through personal relationships. This is all about meeting and exceeding your business goals. Falk is a frequent author, speaker, and an industry-leading communications consultant.

How do you shape a news story that boosts your case? Who are you trying to reach in the media, and how do you get out front? How do you keep your firm top-of-mind? How do you present yourself at networking events?

Even if you’re a secret introvert, this episode is for you. You can “get out there” and build your business, make connections, attract referrals, and tell your story. Learn techniques to prepare and benefit from networking events from the minute you walk in the door. These are valuable tips you won’t find anywhere else (hint, it includes the two things you must bring to any event).

#532: 5 Hidden Values That Will Transform Your Law Practice, with John Blakey

Ally Kvidt — Thu, 21 Nov 2024 15:20:23 +0000

Stephanie welcomes leadership expert Dr. John Blakey to discuss transforming legal leadership through his “Up, In, Out” framework. Drawing from his book “Force for Good,” Dr. Blakey challenges lawyers to shift from a profit-driven to a purpose-driven approach, offering actionable strategies for aligning personal values with professional goals, maintaining motivation, and creating meaningful impact in their legal practices.

Links from the episode: 

Force for Good: How to Thrive as a Purpose-Driven Leader

#531: How To Turn Your Solo Law Practice into A Thriving Firm, with Gregory Rada

Ally Kvidt — Thu, 14 Nov 2024 12:00:22 +0000

In this episode of the Lawyerist Podcast, join Stephanie as she dives into an inspiring conversation with Gregory Rada, a veterans disability attorney and Labster who transformed his solo practice into a thriving law firm. Greg shares how he leveraged technology, built a powerful online presence, and streamlined operations to reclaim 28 hours per week.

Links from the episode: 

Check out CosmoLex

Community Table: 2024 Year End: What’s Your Business Plan for 2025?

Ally Kvidt — Tue, 12 Nov 2024 12:00:04 +0000

In this episode’s discussions around the Community Table:

Returning Guest Danielle Hendon, CPA, founder of 4 Corners CFO, explores what lawyers and law firms should, and should not, be doing in the fourth quarter of 2024. Learn the common mistakes firms make as the year winds down.
Take the time to understand the story your business “numbers” are telling you. Do you see where your business is going and what you should be thinking about as you forecast for next year? Be intentional about your growth. Don’t let things “happen to” your firm, make them happen.
It’s OK to spend as needed at the end of the year, especially if you’re thinking of taxes. But you’ve got to be looking ahead, too. What’s important, how do you manage a budget, understand what’s budgeting and what’s forecasting? Don’t spend just for short term tax advantages, plan for the unexpected too.