Lawyerist Podcast - 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

#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

#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

#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

#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

#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

#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

#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

#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

#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

#561: The Law Firm of the Future is Being Built in Law Schools Today, Get a Glimpse with Tracy Norton, Dennis Kennedy, and Nicole Morris

Ally Kvidt — Thu, 22 May 2025 11:00:54 +0000

Ready for a serious look at the future of your law firm? In this Lawyerist Podcast episode, Zack Glaser sits down with a panel of law school professors for a wake-up call about something that will fundamentally reshape your practice: the tech-savvy generation of law students entering the field. This isn’t a distant trend; it’s happening now, and it demands your attention.

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

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

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

This episode is your essential guide to:

Stay ahead of the curve in a rapidly evolving legal landscape

Unlocking the potential of the next generation of legal talent

Building a future-proof firm that thrives on innovation

Tune in!

Listen to our other episodes about Artificial Intelligence:

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

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

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

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

Access more resources from Lawyerist at lawyerist.com.

#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/

#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.

#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.

#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.

#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.

#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.

#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.

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

Ally Kvidt — Thu, 20 Mar 2025 11:00:21 +0000

In this episode, Geoff Woods discusses his book, ‘The AI Driven Leader,’ exploring how AI can serve as a thought partner for lawyers and business owners. He emphasizes the importance of adapting leadership skills to navigate technological disruptions, the strategic use of AI in business, and the mindset shift required to embrace these changes. The conversation also covers practical applications of AI in legal practice, the risks of inaction, and resources for further learning.

Links from the episode: 

Schedule a demo with Tabs3

The AI-Driven Leader

#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/

#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

#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.

#547: Legal Tech You Need for Flat Fees, with Adriana Linares

Ally Kvidt — Thu, 20 Feb 2025 12:00:33 +0000

Stephanie talks with New Solo podcast host, Adriana Linares, about the technology necessary to run a law practice and move away from the billable hour. Adriana emphasizes the importance of automation and organized client files and communication. Additionally, Zack talks with Lindsay Bushong, from MyCase, about what software law firms can use to manage their accounting in both a flat-fee and hourly billing environment.

Links from the episode: 

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

https://mycase.com/lawyerist

#546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy

Ally Kvidt — Tue, 18 Feb 2025 21:00:58 +0000

In this conversation, Karin Conroy and Zack Glaser discuss the integration of AI in marketing, emphasizing the importance of maintaining a human touch while leveraging technology. They explore the significance of a unique brand voice, particularly the value of female perspectives in marketing. The discussion also covers Google’s EAT principles, the need for content optimization for AI search, and the importance of regularly reviewing and refining marketing strategies. Finally, they stress the necessity of defining an ideal client to enhance marketing effectiveness.

Links from the episode: 

Check out Conroy Creative Counsel

#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)

#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/

#543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy

Ally Kvidt — Thu, 30 Jan 2025 12:00:47 +0000

In this conversation, Hillary Gerzhoy discusses the intersection of legal ethics and artificial intelligence (AI) in the legal profession. She highlights the risks associated with incorporating AI into legal practices, emphasizing the importance of confidentiality and the distinction between open and closed AI systems. The conversation also delves into the supervisory obligations lawyers have when using AI, the challenges of traditional billing models in light of AI efficiencies, and the potential future of AI in making legal services more accessible and affordable.

#542: Getting the Most out of Legal Conferences, with Ruby Powers

Ally Kvidt — Thu, 23 Jan 2025 12:00:52 +0000

In this conversation, Ruby Powers and Stephanie discuss the significance of attending legal conferences, particularly the ABA TECHSHOW. They explore the differences between local and national events, the benefits of networking, and how to maximize the conference experience. Ruby shares her personal experiences and insights on how these events can be life-changing for legal professionals, emphasizing the importance of staying updated with technology and trends in the legal field. They also provide practical tips for attendees and highlight the upcoming ABA Tech Show in Chicago.

Links from the episode: 

https://techshow.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

#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

#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

#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!

#536: UNVEILED: Law Firm Marketing Secrets!, with RizeUp Media

Ally Kvidt — Tue, 17 Dec 2024 12:00:24 +0000

Travis Hoechlin, CEO of RizeUp Media, shares game-changing tips from 15+ years of legal marketing experience to help your practice thrive.

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

Links from the episode: 

Connect with Travis on LinkedIn

RizeUp Media

#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

#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

#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.

#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

#530: How to Design Meetings that Drive Results, with Matthew Homann

Ally Kvidt — Thu, 07 Nov 2024 15:15:54 +0000

Zack gets real about meetings with Matt Homann. They take on meeting fatigue, the power of asynchronous communication, and the real cost of that all-team morning standup. Listen in to hear what makes a meeting a success and what small changes you can make right now to make your office more effective.

Links from the episode: 

Sign up for the Lawyerist KPI Webinar December 11th

Check out Tabs3

Meeting design canvas (we need to ask for this from Matt, but he mentions it in the episode.) He sent a PDF

Connect with Matt

#529: The Hidden Power of Technology for Midsize Firms, with Ari Kaplan

Ally Kvidt — Thu, 31 Oct 2024 15:30:51 +0000

Stephanie speaks with Ari Kaplan about his recent report exploring how midsize law firms can adapt and innovate to succeed in today’s legal landscape. The conversation covers how technology can provide firms with greater agility, strategies for managing change fatigue, the importance of effective leadership, and evolving decision-making processes in the legal industry.

Links from the episode: 

The Changemakers Report

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#528: Building a Law Firm from Scratch, with Allyson Kitchel

Ally Kvidt — Thu, 24 Oct 2024 11:00:08 +0000

Stephanie sits down with Lawyerist Labster and law firm owner Allyson Kitchel as she shares the challenges and triumphs of establishing her practice in a competitive market.

Discover how Allyson found her niche in personal injury law by focusing on cyclists, a unique approach that set her apart and helped grow her client base and hear about her remarkable victory in a landmark wrongful death case.

You’ll also get practical insights on leveraging digital platforms and remote work to enhance your firm’s marketing strategy, even on a shoestring budget.

Links from the episode:

Collbox: Lawyerist’s go-to Solution for Getting Law Firms Paid

#527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo

Ally Kvidt — Thu, 17 Oct 2024 11:00:13 +0000

Zack talks with executive coach, Kevin Deshazo, about leadership on a team, in your firm, and in your life. They discuss the power of morning routines, personal statements, and how our views of who we are can affect our performance. They also dive into firm leadership and how casting a vision for your team can be scary but is necessary to get everyone rowing in the same direction.

Zack also talks with Sam Youngblood of Omnizant Marketing about how lawyers should approach content writing on their website and in social media.

Links from the episode: 

www.omnizant.com

www.deshazo.me

ABA Task Force for Democracy

#526: LinkedIn Mastery: Grow Your Law Firm NOW!

Ally Kvidt — Fri, 11 Oct 2024 11:00:56 +0000

Tune into this episode of Lawyerist Podcast, dive into LinkedIn Mastery: Grow Your Law Firm NOW!

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

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

#525: Judicial Clerkship Truths Revealed, with Aliza Shatzman

Ally Kvidt — Thu, 03 Oct 2024 16:00:03 +0000

Uncover the shocking truth about judicial clerkships in this eye-opening episode of the Lawyerist Podcast.

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

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

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

Links from the episode: 

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

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#524: THE Key Step in Acquiring a Law Practice, with Jennifer Zahradnik

Ally Kvidt — Thu, 26 Sep 2024 18:15:50 +0000

In this episode of Lawyerist podcast, Stephanie talks with Labster Jennifer Zahradnik, about the essential insights for avoiding costly mistakes when taking over a law firm.

Jennifer shares her journey of inheriting a deceased attorney’s practice, emphasizing the importance of institutional knowledge, organized client files, and the role of law practice management software.

Listen to learn how she navigated the challenges of transitioning clients to new technology and the significance of due diligence in acquiring a firm.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris

Ally Kvidt — Thu, 19 Sep 2024 11:00:45 +0000

Stephanie and Lawyerist Lab finance coach Bernadette Harris discuss the financial red flags to watch for when considering hiring for your law firm.

Listen to discover the signs that indicate your firm is ready to expand and the importance of strategic planning. You’ll also learn about the hidden costs beyond salary, like taxes, benefits, and overhead, and why having savings or a line of credit is essential.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton

Ally Kvidt — Thu, 12 Sep 2024 11:00:55 +0000

In this episode of Lawyerist Podcast, Stephanie dives into “The EOS Secret to Mastering Law Firm Challenges,” featuring insights from Mike Paton, a seasoned EOS implementer. Discover how the Entrepreneurial Operating System (EOS) can revolutionize your law firm by introducing structure and accountability while maintaining your entrepreneurial spirit.

Links from the episode: 

Check out CosmoLex: The best legal software for modern law firms

EOS Worldwide

Traction by Gino Wickman

#521: Avoid These Legal Pitfalls: Essential Lawyer Protections, with Jonathan Hawkins

Ally Kvidt — Thu, 05 Sep 2024 11:00:08 +0000

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

Links from the episode: 

Golden Rules Retainer Agreements

Subscribe to our Youtube channel

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#520: The Truth About Lawyer Self-Care: Prioritize or Suffer

Ally Kvidt — Thu, 29 Aug 2024 14:50:06 +0000

In this episode of Lawyerist Podcast, explore the critical truth about lawyer self-care with Zack and Leticia DeSuze. Discover how neglecting holistic self-care can lead to suffering, as they redefine success by prioritizing physical, mental, emotional, social, and financial well-being.

Leticia first talks about the importance of setting boundaries and the misconception that self-care is selfish. Listen and learn why self-care should be a fundamental part of your law firm business plan.

Grow your firm by understanding the balance between personal well-being and professional success.

Become a part of the Lawyerist community to access insights and resources that will help you organize your practice and become more agile and productive.

Take the Small Firm Scorecard to evaluate your current practices.

Links from the episode: 

Subscribe to the Lawyerist Youtube Channel

#519: How to Build a Brand Beyond the Courtroom, with Jordan Marsh

Ally Kvidt — Thu, 22 Aug 2024 11:00:06 +0000

In this episode, Lawyerist Lab Coach Sara Muender chats with Jordan Marsh, a civil rights and personal injury attorney and the author of Try Your Own Case. Jordan shares how he’s expanding his 100% contingency-based law firm by developing the Try Your Own Case brand into a new revenue stream.

Learn about Jordan’s innovative plans for an online course and get tips on turning your legal skills into profit. This must-listen episode is perfect for law firm owners looking to diversify their income and boost their practice.

Links from the episode: 

Get a free Marketing Plan Template from Spotlight Branding!

Check out Jordan’s Book: Try Your Own Case

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!

#518: Why Every Lawyer Needs to Master Storytelling—And How to Do It, with Kate Tellers

Ally Kvidt — Thu, 15 Aug 2024 11:00:29 +0000

Stories are powerful—not just in the courtroom, but in business, with your team, and your life. And, yet, telling a great story is hard!

Stephanie chats with Kate Tellers, senior director and a host of the Peabody Award winning Moth Radio Hour and co-author of How To Tell a Story, about bringing our stories to life.

Links from the episode: 

The Moth

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!

#517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze

Ally Kvidt — Thu, 08 Aug 2024 11:00:37 +0000

Join Sara as she chats with law firm owner Carol Bertsch and new partner Brennen Boze about their leadership transition journey. They share the ups and downs of passing the torch, the emotional challenges, and the balance between honoring a legacy and embracing innovation.

Whether you’re a seasoned firm owner or an emerging leader, their story offers invaluable lessons on navigating ownership transition and ensuring your practice’s continued success.

Additionally, Zack talks with Natalia, from POSH about the importance of integrations and seamless communication with your virtual reception team.

Links from the episode: 

Mention Lawyerist at Posh to get a free 2 week trial!

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!

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

Ally Kvidt — Thu, 01 Aug 2024 11:00:22 +0000

Join Zack as he chats with Lawyerist Lab Coach and podcast co-host Sara Muender about starting and running a thriving law firm. They explore how defining personal and firm values can shape a law firm’s vision. Sara highlights the importance of separating personal identity from the business to make decisions that benefit the firm, and shares tips on staying motivated when you’re feeling overwhelmed.

They also discuss balancing the roles of firm owner and working attorney. Tune in for motivation, guidance, and expert advice from a seasoned attorney business coach.

This episode is sponsored by Timesolv. Prior to the interview, Zack and practice management guru, Joyce Brafford, talk artificial intelligence and how firms should prepare their offices to use all the new fancy tools. Hint: it involves solidifying your processes.

Links from the episode: 

Request your free trial from TimeSolv!

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!

#515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis

Ally Kvidt — Thu, 25 Jul 2024 11:00:13 +0000

A law firm’s marketing efforts are never-ending! That, coupled with the fact that algorithms and tools seem to also always be changing can leave lawyers with a marketing headache. In this episode, Stephanie chats with the host of the popular podcast, Lunch Hour Legal Marketing, Gyi Tsakalakis about the latest things to know in law firm marketing.

Links from the episode: 

Check out NetDocuments

Listen to the Lunch Hour Legal Marketing Podcast

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!

#514: The Hidden Value of Doing Less, with Leidy Klotz

Ally Kvidt — Thu, 18 Jul 2024 11:00:32 +0000

In today’s world, our first instinct is to add. Do more. Consume more information. But, should we be subtracting instead? Doing less. Simplifying.

In today’s episode, Stephanie talks with author Leidy Klotz about his book, Subtract, and why taking away should be part of our decision-making toolkit.

Links from the episode: 

Check out CosmoLex!

Subtract by Leidy Klotz

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!

#513: The Lawyer Who Became a Coder, with Sukhi Alberga

Ally Kvidt — Thu, 11 Jul 2024 11:00:22 +0000

Zack talks with Canadian Lawyer, entrepreneur, and Labster Sukhi Alberga about her journey innovating in the legal services space. They discuss the path she took to building her legal tech product and her experience in the Law Society of Ontario’s regulatory sandbox.

Links from the episode: 

Check out PIMCon and use “PIM Lawyerist” for $200 off!

Check out Counsel from Sukhi

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!

#512: Tech Things You Should Know but Are Too Afraid to Ask, with Zack Glaser

Ally Kvidt — Thu, 04 Jul 2024 11:00:10 +0000

Stephanie talks with Zack about tech things you should know but might be too afraid to ask.

They get into the why behind password managers, discuss the necessity of two-factor authentication, and bring some clarity to different types of encryption. They also discuss how artificial intelligence is making security fundamentals even more important.

If you’re confused about passwords and access control, or just want to make sure you’re handling them well, you’ll want to check this episode out.

Links from the episode: 

Let’s put the image from this Teams thread: Alex Palzewicz: How Long It Would Take A Hacker To Brute Force Your Password In 20…

We may need to check copyright of the image above, or at least cite and link to where it came from.

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!

#511: The Perks, Pitfalls, and Economics of Adjunct Teaching with Markus Funk

Ally Kvidt — Thu, 27 Jun 2024 11:00:32 +0000

We consider it a great honor to serve as an adjunct professor at a law school, but is the juice worth the squeeze?

In this episode, Stephanie talks with Markus Funk about the investments lawyers make and the benefits they receive when they agree to teach. They also explore ways for adjuncts to make the most of their experience for themselves and their students.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#510: Why It’s Time to Embrace Laziness, with Dr. Devon Price

Ally Kvidt — Thu, 20 Jun 2024 11:00:11 +0000

Do you ever beat yourself up over all the things you think you should be doing? Do you work even when you’re sick or when your body tells you it’s time for a break? In this episode, Stephanie talks with Dr. Devon Price about our twisted view of laziness and why it might be time to embrace a little more laziness in our lives.

Links from the episode: 

NetDocuments: The Cloud Platform Where Legal Professionals Do Their Best Work

Laziness Does Not Exist by Dr. Devon Price

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!

#509: Pain in the SaaS: How to Select the Right Tech for Your Firm, with Britt Lorish

Ally Kvidt — Thu, 13 Jun 2024 11:00:45 +0000

Zack talks with legal tech expert Britt Lorish about the process of selecting and managing technology in large and small law firms. Listen in as they talk about typical pain points, common setups, and how process documentation is the first step you know you need to take but don’t want to.

Additionally, Zack talks about the hidden side of marketing with Spotlight Branding’s Marc Cerniglia. They discuss how lead nurturing often gets overlooked in a typical marketing plan and how you can extrapolate your nurturing ROI from things like increased referrals.

Links from the episode: 

Check out Spotlight’s Marketing Plan Template

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!

#508: From Retreat to Rebrand: How a Retreat Led to a Transformation, with Patricia Mancabelli

Ally Kvidt — Thu, 06 Jun 2024 14:15:45 +0000

Sara joins Labster Patricia Mancabelli in a conversation about how an in-person, Lawyerist-facilitated retreat sparked a firm rebranding and enabled her team to hone in on their ideal clients.

Patricia discusses the challenges and benefits of her rebrand and reveals how their new subscription model for female business owners has been a game-changer.

Discover how this approach has allowed the firm to provide more purposeful and impactful support, benefiting both the firm and the women entrepreneurs they serve with accessible, top-notch legal services.

Links from the episode: 

Mention Lawyerist when your visit Posh and get a free 2 week trial!

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!

#507: Navigating Motherhood and Law, with Sarah Soucie Eyberg

Ally Kvidt — Thu, 30 May 2024 11:00:08 +0000

Lawyers are pretty good at keeping our guards up—especially when it comes to the hard, messy, personal stuff. So, what happens when we let those guards down and share those stories with one another?

This week, Stephanie tackles that issue and more with Sarah Soucie Eyberg, co-author of the new book Law Moms: Juggling Motherhood, Ambition and Personal Fulfillment.

Links from the episode: 

Check out Sarah’s Book-Law Moms

Lawyerist listeners can get special pricing with Pilot!

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!

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

Ally Kvidt — Thu, 23 May 2024 11:00:50 +0000

In this episode, author and speaker Emily Nagoski, Ph.D., discusses how to handle stress and break the burnout cycle in your personal and professional life.

Links from the episode: 

Check out Rocket Matter: modern legal software for busy lawyers

Burnout by Emily Nagoski

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!

#505: Get to Inbox Zero with the Help of a Virtual Assistant, with Stafi

Ally Kvidt — Wed, 22 May 2024 14:15:18 +0000

Do you hear all this talk about how lawyers can use an assistant but worry it will never work for you? In this episode, Stephanie talks with law firm owner Robyn Christo, law firm owner, and Raquel Gomes, Stafi founder. Hear about Robyn’s experience hiring her first virtual assistant from Stafi and finally delegating her inbox to someone else! It can be done!

Links from the episode: 

Visit Stafi and get $500 off with code Lawyerist!

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!

#504: Leveraging Franchise Know-How in Law Practice, with Chad Fox

Ally Kvidt — Thu, 16 May 2024 11:00:18 +0000

Zack talks with Lab Coach Chad Fox about how developing law firm processes can build value for a practice. They specifically discuss how his experience in franchises showed him that the difference between success and failure can often be as simple as creating and abiding by standard operating procedures.

Links from the episode: 

Check out and register for LabCon 2024!

CosmoLex: Complete Legal Practice Management for Modern Law Firms

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!

#503: Hiring, Growing, and Investing in Your Firm, with Seth Price

Ally Kvidt — Thu, 09 May 2024 20:10:11 +0000

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

Links from the episode: 

Lawyerist Complete Guides

Check out NetDocuments!

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#502: How to Nourish Your Relationship, Even in a Busy Life, with Ellen Dorian

Ally Kvidt — Thu, 02 May 2024 15:45:45 +0000

Could your marriage/relationship use a little spice? Maybe you’ve put your business before your partner? In this episode, Stephanie talks with relationship coach and host of the Make More Love Podcast, Ellen Dorian, about enhancing your intimate relationships. As Ellen says on her show, it’s time to “make more love: with your wife and in your life.”

Links from the episode: 

Check out Omnizant

The Passionate Partners Project

Make More Love Podcast

Connect with Ellen

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!

#501: Celebrating 500: The Evolution, the Journey, and What Lies Ahead, with Sam Glover

Ally Kvidt — Thu, 25 Apr 2024 16:00:47 +0000

Stephanie catches up with the original Lawyerist podcast host, Sam Glover. In addition to a brief walk down memory lane, hear how Sam is working to make our court systems more accessible to the public and how lawyers could think differently about the value they provide.

Additionally, Zack talks with Joyce Brafford from TimeSolv about project management, budget tracking, and determining the value of your cases and your time.

Links from the episode: 

Increase your billable hours with Timesolv-start your free trial today!

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!

#500: Artificial Lab Coach, Real Answers, with Lasso the Lab Coach

Ally Kvidt — Thu, 18 Apr 2024 11:00:43 +0000

We hit our 500th Episode! Instead of looking back, the team decided to look to the future. So naturally that led us to Stephanie interviewing our own AI bot lovingly named Lasso the Lab Coach. Hear for yourself exactly what an AI bot trained on all things Lawyerist has to say about how to create your firm’s branding. This one is….different!

Additionally, Zack talks with Waseem Daher, a human from Pilot, about the benefits of a virtual and fractional finance and accounting team.

Links from the episode: 

https://Pilot.com/lawyerist/

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!

#499: Conquering Self-Doubt, with Tim Atler

Ally Kvidt — Thu, 11 Apr 2024 14:15:35 +0000

Sara has a heartfelt conversation with long-time Labster and owner of a thriving appellate law firm Tim Atler, about overcoming self-doubt and fear and embracing bold and impactful strategic decisions.

Through candid dialogue and poignant reflections, they explore the transformative power of self-awareness and courage as true business leaders. From navigating daunting uncertainties to embracing vulnerability, this episode inspires firm owners to embark on their own journey towards fearless, strategic decision-making and professional fulfillment.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#498: Harnessing Cultural Engagement for Team & Client Success, with Marcus Collins

Ally Kvidt — Thu, 04 Apr 2024 15:10:23 +0000

Culture. You’ve heard the word a million times. But what is it really and how can we influence the culture of our teams and our clients? In this episode, Stephanie dives in to learn more about culture with Marcus Collins, author of For the Culture: The Power Behind What We Buy, What We Do; and Who We Want to Be.

Links from the episode: 

Check out For the Cluture by Marcus Collins

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!

#497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr

Ally Kvidt — Thu, 28 Mar 2024 14:20:13 +0000

In this episode, Zack talks with Ben Schorr, a Senior Content Program Manager at Microsoft and AI expert, about preparing to use Artificial Intelligence in your law firm. They discuss how the power of Artificial Intelligence can highlight the weaknesses of a firm in both their security and their processes.

Links from the episode: 

Check out Rocket Matter!

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!

#496: Don’t Get Caught in the Tech Expectation Gap,with Jennifer Sherman from CARET Legal(Sponsored)

Ally Kvidt — Tue, 26 Mar 2024 11:00:41 +0000

Zack talks with CARET Legal’s Chief Product & Experience Officer, Jennifer Sherman, about technology expectations in a law firm. They dig into how a lack of technology could cost your firm clients, time, and even valuable team members. The infrastructure table-stakes are changing from well-appointed office space and libraries to client-centered processes and efficient technology.

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!

About Caret

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

#495: Crack the Code of Compelling Writing, with Todd Rogers

Ally Kvidt — Thu, 21 Mar 2024 11:00:57 +0000

Are your writings being read?

Stephanie and Harvard’s Todd Rogers discuss effective writing.

Links from the episode: 

Schedule a free 30 minute strategy session with iLawyer!

Book with Todd

Writing for Busy People Checklist

AI Email Editing Tool

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!

#494: How to Stop Procrastination and Conquer Your To-Do List, with Paul Unger

Ally Kvidt — Thu, 14 Mar 2024 11:00:38 +0000

What are you putting off? We’ve all been there and here’s the good news: it doesn’t mean you are lazy or a bad person! In this episode, Stephanie explores the why behind procrastination with time management expert, Paul Unger. Of course, they’ll also dig into actionable steps you can take to overcome procrastination and get those to-dos off your plate!

Links from the episode: 

Check out Pilot!

Time Management for Legal Professionals Course with Paul Unger

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!

#493: Why Brilliant People Should Write Books, with Sharai Robbin

Ally Kvidt — Thu, 07 Mar 2024 12:00:37 +0000

You own a law firm and have amazing thoughts, ideas, and stories to share. So, what’s holding you back from writing that book? In today’s episode, Stephanie talks with best-selling author and speaker Sharai Robbin about why and how you can write that book.

Links from the episode: 

Freebie – 7- Figure Secret Case Study

Upcoming Masterclass – “The 3 Critical Mistakes Stopping Coaches & Experts From Getting Their Books Done”

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!

#492: Stop Training so Much and Support Your Team Through Change, with Paco Roman

Ally Kvidt — Thu, 29 Feb 2024 15:20:04 +0000

You have great ideas as a leader, but do you struggle getting your team on board and ready to change with you? In this episode, Stephanie talks with Paco Roman, Professional Development Coach, about a change management system that will help you get your team on board and moving in the same direction.

Additionally, Zack talks with Joyce Brafford, from Cosmolex about how accounting and business reporting can be made easier through an all-in-one practice management platform.

Links from the episode: 

Check out CosmoLex!

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!

#491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze

Ally Kvidt — Thu, 22 Feb 2024 12:00:48 +0000

Join seasoned business coaches Sara Muender and Leticia DeSuze as they offer a thought-provoking exploration of meaningful leadership, where purpose becomes the compass guiding leaders towards a brighter future for themselves and those they serve.

This episode will inspire and empower you on your leadership journey as they uncover the transformative potential of purposeful leadership for law firm owners, driving positive change and fostering a brighter future for themselves and their teams.

Additionally, Zack and Marc, from Spotlight Branding, run through five law firm marketing myths in 5 minutes.

Links from the episode: 

Check out Spotlight Branding!

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!

#490: How to Build a Powerhouse Firm with Internal Talent, with Ryan McKeen

Ally Kvidt — Thu, 15 Feb 2024 12:00:45 +0000

Zack talks with Lab Coach and former Lab member Ryan McKeen about delegating leadership in your law firm. Specifically, Ryan explains the recent Emerging Leaders Retreat that Lawyerist CEO Stephanie Everett facilitated for his firm.

Zack also digs into why lawyer websites matter and how attorneys should make sure their website is saying what they want to say to convert potential new clients with iLawyer Marketing.

Links from the episode: 

Check out iLawyer Marketing!

iLawyer 30 Min Strategy Session

iLawyer Marking First Appearance

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!

#489: Breaking Down Decisions for Your Legal Tech Stack, with Jeff Schoenberger

Ally Kvidt — Thu, 08 Feb 2024 12:00:55 +0000

Unsure where to start when choosing legal technology? Listen in as Zack interviews Jeff Schoenberger, fellow Legal Tech Advisor, on selecting the right tech for your office. Jeff homes in on specific questions to ask yourself, your office, and your potential provider. If you’re looking, choosing, or just dreaming about new technology, listen to this episode.

Additionally, Zack talks with Krystal, from POSH Virtual Receptionists about what firms are using VRs, and how their app can help you stay connected—or disconnected—when you need it most.

Links from the episode: 

Check out the Posh for a 14 day free trial

Clio Optimization

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!

#488: The Power of Value-Based Pricing, with Shaun Jardine

Ally Kvidt — Thu, 01 Feb 2024 12:00:32 +0000

Are you ready to ditch the billable hour? Join Stephanie and Shaun Jardin as they unpack the secret to value-based pricing for law firms. They’ll break down the essential tools and mindset you need to transform your pricing strategy.

Also listen as Zack chats with Emily Brady from Omizant, a full-service law firm marketing agency, as they discuss how to tackle the unique SEO challenges faced by law firms.

Links from the episode: 

Check out Omnizant

Ditch the Billable Hour! By Shaun Jardine

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!

#487: Nurturing Trust to Build Strong Team Foundations, with Randy Conley

Ally Kvidt — Thu, 25 Jan 2024 15:30:08 +0000

Think trust is something that magically appears? Not according to today’s guest!

Stephanie talks with leadership expert Randy Conley about what leaders can do to build and grow trust with their team and clients.

Links from the episode: 

Check out CosmoLex

Simple Truths of Leadership: 52 Ways to Be a Servant Leader and Build Trust

Simple Truths of Leadership Playbook: A 52-Week Game Plan for Becoming a Trusted Servant Leader

Check Out the Leading With Trust Website

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh

Ally Kvidt — Thu, 18 Jan 2024 12:00:47 +0000

In this episode, Zack talks with Will Anoh, Affinity Consulting’s IT Coordinator, about integrating AI into your legal tech stack. They discuss questions to ask your providers to ensure your client data is safe and the different security concerns for a wide range of tools.

Zack also talks with Mike Perez, from iLawyer Marketing, about the 6 elements of a successful marketing campaign. Listen now!

Links from the episode: 

Sponsor Links:

Check out iLawyer Marketing!

iLawyer 6 Elements Whitepaper

Request a power ranking report here

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!

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

Ally Kvidt — Thu, 11 Jan 2024 12:00:34 +0000

Imagine what your firm would look like if EVERY team member had a professional development coach. Sound crazy? It’s not!

Today, Stephanie talks with Professional Development Coach Robin Carberry about why and how Affinity Consulting/Lawyerist decided to hire an internal coach for everyone on the team and how law firm owners can start coaching their team members today.

Links from the episode: 

Simplifying Coaching by Claire Pedrick

Time To Think by Nancy Kline

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!

#484: Revolutionizing Your Firm with Smart Hiring, with Jennifer Hawkins

Ally Kvidt — Thu, 04 Jan 2024 12:00:27 +0000

Think it’s impossible for an “old” firm to learn “new” tricks? Think again!

After more than three decades in practice, Lawyerist Lab member and firm owner Jennifer Hawkins knew she had to make some changes to take her firm to the next level. In today’s episode, Stephanie chats with Jennifer to hear how her firm transformed when she identified core values and rethought the hiring and onboarding processes.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

#483: Goals, Resolutions, and the Power of the Unconscious Mind, with Supriya Venkatesan

Ally Kvidt — Thu, 28 Dec 2023 12:00:51 +0000

Do your New Year’s resolutions fall flat after a few weeks? In today’s episode, Stephanie chats with Lawyerist Lab Business Coach, Supriya Venkatesan, about why this happens, and what you can do differently to make lasting changes in your life and your law practice.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#482: Prioritizing Progress: Building a Roadmap for 2024, with Debbie Foster

Ally Kvidt — Thu, 21 Dec 2023 12:00:57 +0000

Ready to start the new year off with new goals and priorities for your firm? Maybe you’re not sure how to get started or you suffer from biting off more than you can chew. In this episode, Stephanie talks with Affinity’s CEO and Strategic Consultant Extraordinaire Debbie Foster about how to plan and achieve more success in 2024.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

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

Ally Kvidt — Tue, 19 Dec 2023 12:00:47 +0000

Zack talks with ShareFile’s Laura Kaminski about the challenges of document management in law firms. Listen and learn how cloud-based technologies can provide more secure and user-friendly solutions for attorneys and their clients.

Check out ShareFile for Legal

Five Challenges Shaping the New Legal Paradigm

Streamline your document-related workflows with ShareFile for Legal

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!

About ShareFile

ShareFile, a business unit of Cloud Software Group, helps you deliver a modern client experience with collaboration and workflow technology that is secure, easy to use, and made to fit your organization. Designed with highly regulated industries in mind, ShareFile offers a secure, digital solution to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency without having to sacrifice security. www.sharefile.com

#480: The Prenup Prescription for a Thriving Marriage, with Aaron Thomas

Ally Kvidt — Thu, 14 Dec 2023 12:00:57 +0000

You know what they say about the cobbler’s kid? As lawyers, you know what a prenup is, but have you considered how one can help you redefine your marriage? In this episode, Stephanie talks with Aaron Thomas, author of The Prenup Prescription, about how having a prenup is the key to a healthy and happy marriage.

Bonus: Hear how Aaron completely reshaped his law firm from contested divorces to creating prenups.

Links from the episode: 

The Prenup Prescription

Check out Aaron’s Prenup Website!

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#479: Beyond the Will: Adding a Personal Touch to Estate Planning, with Jolene Blackbourn

Ally Kvidt — Thu, 07 Dec 2023 12:00:41 +0000

Picture this: an estate planning attorney with a twist—owning a law firm by day and conjuring up imaginative, offbeat celebrations for the dearly departed by night.

In this intriguing episode, Sara interviews Jolene Blackbourn, Labster and trailblazing estate planning attorney and entrepreneur, who has taken a distinctive approach to end-of-life celebrations.

Learn how Jolene blends her passion with her profession with her unique method of infusing her love for Halloween culture into the traditional landscape of estate planning. We invite you to challenge your notions about end-of-life planning while celebrating the magic of honoring individuality and explore ways to seamlessly blend law and creativity into your practice.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#478: Overcoming Team Turnover and Embracing Change, with Allison Harrison

Ally Kvidt — Thu, 30 Nov 2023 12:00:11 +0000

Stephanie talks with law firm owner and Lawyerist Lab member Allison Harrison about why the job of managing your business is never done and how to navigate the endless opportunities. Bonus: Get inspired with some creative way to describe team roles.

Links from the episode: 

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#477: Controlling Alcohol, with Annie Grace (Replay)

Ally Kvidt — Thu, 23 Nov 2023 12:00:15 +0000

The holiday season is here which often brings fun, parties, stress, and a whole host of emotions. That’s why we are revisiting one of our favorite conversations with Annie Grace on some strategies we can use to rethink our relationship with alcohol.

Links from the episode: 

The Naked Mind by Annie Grace

The Alcohol Experiment by Annie Grace

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#476: The CEO Whisperer’s Advice for Hiring a Second in Command, with Cameron Herold

Ally Kvidt — Thu, 16 Nov 2023 12:00:11 +0000

You are leading your law firm, but you can’t do everything. In this episode, Stephanie talks with Cameron Herald about what a second in command looks like and how to find one to help you unlock your next goals for your business.

Links from the episode: 

The Second in Command by Cameron Herold

Leadership Training Course

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#475: Say “Yes!” to a Virtual Assistant and Say “Yes!” to Team Growth, with Demetrio Rico and Raquel Gomes from Stafi (Sponsored)

Ally Kvidt — Tue, 14 Nov 2023 12:00:45 +0000

Have you been nervous about saying yes to a virtual assistant? In this episode, Stephanie talks with Raquel Gomes and Demetrio Rico, founders of Stafi, about why a VA may be the missing link for your team’s growth, how to get started with the process, and tips to making the relationship a success. Bonus! Listen to the end to learn about an exclusive discount Stafi is offering Lawyerist’s listeners!

Links from the episode:

Check out Stafi and reference Lawyerist to claim your discount!

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!

About Stafi

Stafi is a virtual staffing company that provides highly qualified virtual staff to law firms. They go beyond just providing staff by offering HR support, onboarding, management, and continued education for the staff they assign. They ensure the quality of their professionals through a rigorous vetting and screening process, and address concerns about security and reliability by implementing measures such as background checks, training, and backup plans for power outages.

#474: Unlocking Profitability in Your Law Firm with Moneyball Tactics, with Jeff Krause

Ally Kvidt — Thu, 09 Nov 2023 12:00:33 +0000

When the Oakland As needed to find a way to compete with the high-dollar salaries of other teams, they focused on new KPIs (getting runners on base) and the ideas in Moneyball were born. In this episode, Stephanie talks with Jeff Krause about how lawyers might take a similar approach with their law firm.

Links from the episode: 

The Compound Effect by Darren Hardy

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 

#473: Redefining Perfectionism and Striving for Lawyers, with Stephanie Villinski and Kara Hardin

Ally Kvidt — Thu, 02 Nov 2023 11:00:06 +0000

Zack talks with Stephanie Villinski and Kara Hardin about how lawyers can manage their mental health. They discuss balancing a striver vs. perfectionist mindset, and how lawyers can use self-forgiveness to help manage their stress and anxiety.

Links from the episode: 

Brene Brown Books

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!

Thanks to  Posh Virtual Receptionists, NetDocuments & LawPay. for sponsoring this episode. 