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Lawyerist Podcast

Lawyerist Podcast

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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers. Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services. If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.Copyright Lawyerist Media, LLC Economía Gestión Gestión y Liderazgo Liderazgo
Episodios
  • Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom

    Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom
    Oct 2 2025
    In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer’s behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval. Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you’re ready when agentic features become standard in everyday legal work. Listen to our other episodes on AI in Law: #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN #538: AI Is Making Law Firms Obsolete, with Alistair Vigier 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 – Introduction & Conferences Recap 2:48 – From SEO to AEO: The New Search Frontier 6:34 – Meet Drew Bloom: AI for Law Firms 8:48 – What Makes AI “Agentic”? 13:47 – Assistants vs. Agents: How They Differ 16:00 – Redlining & Real-World Use Cases 20:41 – MCPs and Custom AI Connections 27:30 – The Future: Multi-Tool AI & Mobility 29:48 – Preparing Your Firm: Data & Metadata 34:38 – Where Lawyers Can Experiment Safely
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    38 m
  • Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot

    Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot
    Sep 30 2025
    In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients. You’ll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn’t cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter. If you’re curious about using AI in your practice, but don’t want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably. Listen to our other episodes on Law Firm Marketing, Growth and AI: #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN #434: Leverage AI to Stay Ahead, with Greg Siskind 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: 0:00 – Introduction with Zack Glaser 1:27 – Meet Jake Soffer of FirmPilot 2:17 – How AI Is Changing Legal Marketing 3:12 – Data-Driven Law Firm Growth 4:46 – The Limits of ChatGPT Content 7:12 – Building Smarter AI Workflows 9:23 – AEO, GEO, and the Future of Search 11:59 – Why Fundamentals Still Matter 14:45 – Writing for AI vs. Writing for Clients 17:05 – First Steps for Lawyers Using AI 18:33 – Do Your Research Before Choosing Tools 19:10 – Where to Find FirmPilot
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    21 m
  • Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods

    Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods
    Sep 25 2025
    In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn’t enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses. Listen to our other episodes on risk management & ethics: #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN #543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN #491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN #447 – Managing Risk in Your Firm, with Allison Shields 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: 00:00 – Bots in Job Interviews and Introduction 04:14 – Meet Amy Woods: IOLTA Consulting 05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb” 06:58 – Common Mistakes Lawyers Miss 09:22 – Escheatment & Outstanding Checks 12:30 – Penalties, Interest & Voluntary Disclosure 14:31 – Retainer Clauses & Small Check Workarounds 16:18 – Three-Way Reconciliation Explained 18:00 – QuickBooks vs. Legal-Specific Tools 21:43 – One Account, Many Clients: Why Details Matter 23:55 – Amy’s Compliance Review Service 25:08 – Real Consequences: From Penalties to Disbarment 26:26 – Final Takeaways
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    27 m
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