Episodios

  • What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall

    What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall
    Jan 15 2026
    Lawyers spend a surprising amount of time teaching clients, team members, and other lawyers, but most are never taught how adults actually learn. In episode 597 of the Lawyerist Podcast, Stephanie Everett talks with Danielle Hall about adult learning principles and why they matter in legal practice. Danielle explains how adult learners differ from students in traditional classrooms and what this means for client communication, team training, and CLE presentations. They explore why information overload backfires, how focusing on the “why” improves understanding, and simple ways to design learning experiences that actually stick without making things more complicated. Listen to our other episodes on client communication and understanding: Episode #539 - This VOICE HACK Will Transform Your Legal Career!, with Rena Cook Apple | Spotify | LTN Episode #384 - Delivering Bad News to Clients, with Marjorie Aaron Apple | Spotify | LTN Episode #338 - Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 03:12 – Why Lawyers Are Always Teaching 08:37 – Meet Danielle Hall 10:49 – How Adults Learn Differently 14:57 – Information Overload and Client Confusion 17:01 – Teaching Clients and Teams More Effectively 21:52 – Why Most CLEs Don’t Work 25:28 – Applying Adult Learning in Your Firm 31:46 – Closing Thoughts
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    33 m
  • The Athlete’s Mindset for Lawyers, with Jess Sargus

    The Athlete’s Mindset for Lawyers, with Jess Sargus
    Jan 8 2026
    High performance in law requires more than technical skill—it requires the right mindset. In episode #596 of the Lawyerist Podcast, Zack Glaser talks with Jess Sargus about applying an athlete’s mindset to leadership, performance, and growth in legal practice. Jess breaks down the core pillars of athletic thinking. From growth mindset and action orientation to process focus and purpose, and explains how lawyers can apply these principles to become better leaders and perform at their best under pressure. If you want to hear more from Jess, check her out at: https://www.thelegalathlete.com/ Listen to our other episodes on Mindset & Performance: #588 – Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN #585 – First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner Apple | Spotify | LTN #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #551 – Becoming the AI-Driven Leader, with Geoff Woods Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 03:12 – Meet Jess Sargus 04:02 – From Law to Combat Sports 08:06 – Competition, Business, and Leadership 11:15 – Why Mindset Matters 15:12 – The Athlete’s Mindset Defined 17:01 – Action Orientation and Elite Performance 19:30 – Getting Comfortable with Failure 22:05 – Growth Mindset and Competitiveness 26:03 – The Five Pillars of Fierce Agency 29:21 – Process Over Outcome 34:46 – Purpose and Mission Alignment 39:48 – Where to Find Jess 40:53 – Closing Thoughts
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    42 m
  • KPIs for Lawyers: Measuring Your Law Firm's Financial Health, with Bernadette L. Harris (Remastered)

    KPIs for Lawyers: Measuring Your Law Firm's Financial Health, with Bernadette L. Harris (Remastered)
    Jan 1 2026
    In episode 595 of the Lawyerist Podcast, we’re revisiting Stephanie’s conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We’re bringing this episode back because it’s especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It’s important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm. Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future. For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. Listen to our other episode with Bernadette Harris: #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 00:00 Why We’re Remastering This Episode for the New Year02:55 Law Firm KPIs and Financial Health05:21 Net Profit Margin for Law Firms09:38 Utilization Rate and Team Capacity14:35 Realization Rate and Getting Paid20:05 Accounts Receivable and Cash Flow24:19 Revenue by Practice Area27:16 Using Financial Metrics to Set Strategy
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    32 m
  • Our Favorite Lawyerist Episodes of the Year, with Stephanie Everett & Zack Glaser

    Our Favorite Lawyerist Episodes of the Year, with Stephanie Everett & Zack Glaser
    Dec 25 2025
    As the year comes to a close, Stephanie Everett and Zack Glaser look back at the Lawyerist Podcast episodes that stood out most to them in episode 594 of the Lawyerist Podcast. From practical AI workflows and ethical guidance to mental health, communication, and leadership, this episode highlights the conversations that sparked new thinking and delivered real value. Stephanie and Zack revisit standout moments, share why certain episodes resonated, and reflect on the themes that shaped the year—while inviting listeners to share which episodes made the biggest impact and what topics they’d like to hear more about in the year ahead. Listen to some of the episodes highlighted this year: Episode #585 – First Aid for the Mind: Mental Health and the Law, with Sumia and Jill — Apple | Spotify | LTN Episode #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden — Apple | Spotify | LTN Episode #565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN Episode #553 – AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach — Apple | Spotify | LTN Episode #579 – Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods — Apple | Spotify | LTN Episode 539 – This VOICE HACK Will Transform Your Legal Career!, with Reena Cook — Apple | Spotify | LTN Episode 554 – Competence and Diligence in Light of Changing Laws and Regulations, with Craig Dobson — Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction & Year-End Reflection 01:35 – Why These Episodes Stood Out 01:56 – AI Tools and Practical Tech Takeaways 02:59 – Building Community and Adult Friendships 04:28 – Mental Health First Aid for Lawyers 07:06 – Ethics, Flat Fees, and Changing Scope 09:14 – Voice, Presence, and Communication Skills 11:46 – Becoming an AI-Driven Leader 14:36 – Rethinking Growth in the Age of AI 18:00 – Trust Accounting and Compliance Essentials 20:03 – Listener Feedback & Looking Ahead 21:07 – Closing Thoughts and Thanks
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    22 m
  • The Hidden Cost of Bad Clients, with Jeff Krause

    The Hidden Cost of Bad Clients, with Jeff Krause
    Dec 18 2025
    Not all clients are created equal—and some quietly drain your firm’s time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting’s Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve. Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both. Listen to our previous episodes about Client Experience & Law Firm Profitability: Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze — Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 05:12 – Meet Jeff Krause 06:51 – What “Moneyball for Lawyers” Really Means 09:08 – The Profit Formula That Drives Firm Growth 12:46 – How Bad Clients Damage the Numbers 15:30 – The Compounding Cost of Discounts 18:21 – Raising Rates vs. Chasing More Clients 19:45 – Can You Improve Mid-Tier Clients? 21:58 – Profitability vs. Access to Justice 24:19 – Building Intentional Service Models 26:48 – Trusting Your Data—and Your Gut 27:43 – One Step Firms Should Take Right Now 28:23 – Closing Thoughts
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    29 m
  • Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal

    Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal
    Dec 11 2025
    Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O’Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level. William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff. Links from this episode: https://www.williamoneal.com/ Listen to our previous episodes about Client Experience & Relationships. #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN #271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Intro 05:12 – Meet William O’Neal 06:15 – Leading with Joy 07:51 – Five Essentials of Leadership 09:01 – Heart for Service 12:41 – Knowing Your Value 14:07 – What Clients Want 16:35 – Building Rapport & Trust 18:55 – Culture & Consistency 20:30 – Empathy in Client Experience 22:10 – Lessons from Chick-fil-A 24:09 – Service Recovery 25:31 – Feedback & Improvement 27:36 – Adapting to Change 29:29 – Small Acts, Big Trust 30:18 – Learn More + Closing
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    32 m
  • Surviving the Zero-Click Era: What Lawyers Must Know About SEO and AI, with Cyrus Shepard

    Surviving the Zero-Click Era: What Lawyers Must Know About SEO and AI, with Cyrus Shepard
    Dec 4 2025
    Episode 591 of the Lawyerist Podcast explores one of the most urgent questions facing law firms today: how do you stay findable when Google and AI are rewriting the rules of search? SEO expert Cyrus Shepard explains how zero-click search, AI-generated answers, and new “experience” signals are transforming the way law firms must think about content, visibility, and online authority. Cyrus and Stephanie discuss why informational blog posts no longer drive the traffic they once did, how to structure content so LLMs can “read” and reference it, and why brand signals now carry more weight than keywords. They also cover how to evaluate SEO vendors, what metrics matter in an AI-first world, and simple steps lawyers can take to establish trust and expertise online. Links from the episode: lawyerist.com/scorecard Zyppy.com Listen to our previous episodes about Practical AI for Law. #562 – Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell — Apple | Spotify | LTN #565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN #452 – Managing AI in Your Practice, with Ed Walters — Apple | Spotify | LTN #501 – Future-Proofing Your Firm in the Age of AI, with Jack Newton — Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Intro & Scorecard03:53 – Meet Cyrus Shepard05:12 – How AI Is Changing Search06:00 – Zero-Click & AI Overviews07:26 – Why Old Content Tactics Fail08:57 – Shifting Toward Brand Authority10:09 – Writing Content LLMs Can Read11:33 – Showing Experience with E-E-A-T14:23 – Reddit, YouTube & Source Signals15:51 – Where New Firms Should Start17:18 – Brand Building as SEO Strategy18:27 – Vetting SEO Agencies Today20:40 – Metrics That Actually Matter22:03 – Real-World Visibility Wins22:21 – Wrap-Up & Where to Find Cyrus
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    24 m
  • Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler

    Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler
    Nov 27 2025
    In episode 590 of Lawyerist Podcast, learn how practical, everyday AI can help lawyers work smarter—not harder. Zack Glaser sits down with Graydon Trusler, a practical AI specialist and longtime law-firm operations pro, to explore how attorneys can use “productive laziness” to eliminate repetitive tasks, streamline case management, and reclaim valuable time. Graydon shares real examples from his family law firm, including how custom AI assistants help review discovery, prep hearings, analyze documents, and even support lawyers in the courtroom. Together, they break down privacy concerns, adoption hurdles, and simple ways to start using AI without getting overwhelmed. Discover why AI isn’t a distant future—it’s a powerful tool lawyers can start using today to improve workflows, reduce stress, and deliver better results for clients. Links from the episode:  LexpertAI Listen to our previous episodes about Practical AI & Law Firm Efficiency: Episode #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell — Apple | Spotify | LTN Episode #565: Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN Episode #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden — Apple | Spotify | LTN Episode #584: How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Karin Conroy — Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 08:45 – Meet Graydon 11:10 – Practical AI in Law Firms 16:40 – Myths, Fears & Privacy 19:00 – Real AI Workflows 23:00 – Productive Laziness 31:00 – AI in the Courtroom 34:45 – Faster Discovery & SOPs 38:50 – Flat Fees & the Future 45:13 – Closing Thoughts
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    47 m
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