Episodios

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

    #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris
    May 1 2025
    Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future. For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. Listen to our other episode with Bernadette Harris: #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: (00:00) Introduction (04:36) Diving into Key Performance Indicators (KPIs) (06:38) Understanding Your Firm's Profitability: Net Profit Margin (10:47) Optimizing Team Productivity: Utilization Rate (15:51) Maximizing Revenue Collection: Realization Rate (21:21) Improving Cash Flow: Managing AR Aging (25:36) Strategic Insights: Revenue by Practice Area (28:32) Working with a Financial Coach and a Special Announcement
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    34 m
  • #556: Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin

    #556: Hidden Data: What Lawyers Need to Know About Digital Forensics, with Cole Popkin
    Apr 24 2025
    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! 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: 0:00 - Introduction: Digital Forensics Beyond Litigation 3:08 - Real-World Applications: Building Timelines & Location Data 4:35 - The Unexpected Data in Your Car: Vehicle Forensics 6:33 - Uncovering Information on Phones: Beyond Text Messages 8:55 - Protecting Yourself and Your Clients: Security for Attorneys 11:57 - Surprising Discoveries: Height Analysis from Video & More 14:35 - The Evolution of Digital Forensics
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    16 m
  • #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner

    #555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner
    Apr 17 2025
    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! 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 – Intro and Lawyerist's New Programs 03:50 – NetDocuments with Patric Thomas 10:49 – Meet Dr. Susan Tanner 12:30 – AI and Legal Ethics 13:30 – What is Universal Design for Learning? 20:59 – Applying Universal Design in Legal Practice 24:45 – Using AI to Support Diverse Thinkers 29:33 – AI as a Communication Partner 34:01 – Law Students and AI Adoption 38:04 – AI for Lawyer Productivity and Mental Health 44:00 – Enhancing Critical Thinking with AI 46:00 – Wrap-Up and Final Thoughts
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    46 m
  • #554: Competence and Diligence in Light of Changing Laws and Regulations

    #554: Competence and Diligence in Light of Changing Laws and Regulations
    Apr 10 2025
    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 Additionally, Zack talks with Curtis, from MyCase and LawPay about their new product, Smart Spend, the LawPay Visa® Business Card is issued by Emprise Bank, pursuant to a license from Visa U.S.A., Inc. Listen to our other episodes about ethics and alternative billing practices: #350: Ethics in Your Business: It's More than Regulations, with Susan Liautaud Apple Podcasts | Spotify | Legal Talk Network #488: The Power of Value-Based Pricing, with Shaun Jardine Apple Podcasts | Spotify | Lawyerist #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple Podcasts | Spotify | Lawyerist #547: Legal Tech You Need for Flat Fees, with Adriana Linares Apple Podcasts | Spotify | Lawyerist Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 00:00 Introduction 00:18 Lawyerist Coaching 05:22 Expense Tracking in MyCase 10:01 Integrating Finance with Practice 14:54 Immigration Law and the Current Administration 17:53 Specialization and Maintaining Competence Across Multiple Areas 22:39 Lawyer Pricing Models in an Era of Uncertainty
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    42 m
  • #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach

    #553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach
    Apr 3 2025
    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! 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 Introduction 6:17 Meet Catherine Sanders Reach 7:19 How to Kickstart Generative AI Processes 10:53 Microsoft Copilot 13:00 AI Tools Lawyers Should Consider Using 14:36 Agentic AI 20:14 Why You Need a Needs Assessment 23:49 Evaluating Productivity 27:11 Let Go of Perfectionism 28:44 Image Generation 31:46 Why You Need Policies and Systems 35:38 Dictation Tools 38:22 The AI Tool to Watch
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    42 m
  • #552: Should Your Law Firm Welcome Non-Lawyer Owners? Insights from UK Attorney Corinne Staves

    #552: Should Your Law Firm Welcome Non-Lawyer Owners? Insights from UK Attorney Corinne Staves
    Mar 27 2025
    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! 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: (0:00) Introduction & ABA TECHSHOW Announcement (2:50) Meet Corinne Staves (3:44) How Non-Lawyer Ownership Works in the UK (6:03) Why the US is Afraid of Non-Lawyer Ownership (8:41) Can Non-Lawyer Ownership Threaten Attorney Ethics? (12:18) Unexpected Benefits of Non-Lawyer Ownership (17:17) Does This Hurt Small Law Firms? (20:31) Advice for US Lawyers Considering This Model (23:20) The Future of Law Firm Ownership
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    27 m
  • #551: Becoming the AI Driven Leader, with Geoff Woods

    #551: Becoming the AI Driven Leader, with Geoff Woods
    Mar 20 2025
    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 Chapters: 00:00 – Intro & Invite to Stephanie’s Birthday in Chicago 3:31 – An Interview with Tabs3 10:12 – AI Driven Leadership 10:49 – Leadership Skills Need to Evolve 13:35 – Strengths of Humans vs. Machines 15:06 – Using AI as a Thought Partner 18:44 – A Whole New Way of Thinking About Using AI 20:01 – AI as a Business Advisor 25:50 – Examples of CRIT in action
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    45 m
  • #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam

    #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam
    Mar 13 2025
    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/ Chapters 00:00 Introduction to AI in Marketing 03:04 Best Practices for Law Firm Websites 06:11 The Importance of Emotional Connection 08:53 Innovative Website Experiences 12:08 Navigating AI's Impact on Marketing 15:02 Consumer Behavior and Marketing Strategies 20:42 The Impact of AI on Business Visibility 24:24 Leveraging AI for Client Insights 28:19 Data Analysis and AI: Transforming Marketing Strategies 32:44 Democratizing Data Access with AI 36:56 The Importance of Accurate Data Tracking 41:03 Practical Marketing Takeaways in the AI Era 46:12 lawyerist-podcast-outro.mp4
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    47 m
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