Watch the YouTube version of this episode HERE

Are you looking for a way to streamline your law firm’s efficiency with claims? In this episode of the Maximum Lawyer podcast, Becca Eberhart chats with Jim Andrews about his innovative platform, Precedent, which aims to improve the efficiency of attorney-handled claims.

Jim shares what Precedent is trying to achieve within the legal space. Precedent tries to bridge the communication gap that exists between plaintiff firms and insurance carriers, which can be a complicated relationship. Since both areas work with each other frequently and still use outdated methods to share information, Precedent uses AI to streamline and standardize administrative tasks and communication.

Jim shares how AI is being used to reduce timelines for claims making their way between both industries. One of the features of the AI technology being used is extracting all the necessary information insurance carriers need from documents the legal firm provides. When it comes to this important information, the system can identify missing or incorrect information on the spot. Since it can be spotted quickly, it provides legal firms the ability to adjust and change what is needed. This ultimately limits the need for unnecessary and lengthy communication between both sides.

Take a listen to learn more about Precedent!

00:23 The mission of Precedent

1:29 The communication problem between firms and insurance carriers

13:04 The implementation of AI in streamlining injury cases

17:43 Addressing the communication problem

Tune in to today’s episode and checkout the full show notes here.

Connect with Jim:

• Website
• Linkedin

Watch the YouTube version of this episode HERE

Are you a lawyer who is looking for a new way to improve your marketing capabilities? In this engaging episode of the Maximum Lawyer Podcast, Jim and Tyson delve into the world of digital marketing with expert Julie Chanel where they discuss success in building sales funnels.

Julie shares the concept of a sales funnel and how it can be used for marketing a business. A sales funnel is simply a website that usually comes out of social media and calls for a consumer to take action. As it relates to the legal field, lawyers can use funnels such as a Google Ad to get potential clients to think about making that call. Funnels are so important for lawyers because people are not getting a lawyer until they are in crisis, so you need to be top of mind at all times.

Julie provides examples of the different types of funnels lawyers can use to reel in clients. One funnel includes those that are helpful to a potential client. This could be an ad targeting a generic legal matter that a lot of people may encounter in their lifetime. Retargeting funnels exist on social media platforms as reminders after someone has visited your website. It is a way to stay in a potential client’s mind in case a time comes where they need your help.

Take a listen to learn more about integrating sales funnels in your practice!

Jim's Hack: Talk to people who are not lawyers about business development. It provides different perspectives on how they do business and learn different skills.

Julie’s Tip: Send things like landing pages and follow up emails to 5 people who work in different industries. This will allow you to get feedback on how your work is interpreted.

Tyson's Tip: Make a note when you speak to a client that involves a personal or positive event so that when you speak to the client again, it can be brought up as a conversation starter. It is a great way for the client to feel seen and heard.

6:49 The concept of sales funnels

9:52 The significance of the top and bottom of the funnel

15:51 Exploring the potential use of funnels for injury attorneys

22:15 Insights into the marketing techniques used by non-lawyers

Connect with Julie:

• Website
• Instagram
• Facebook
• Linkedin
• Youtube
• Twitter
• TikTok

Watch the YouTube version of this episode HERE

Do you struggle with keeping realistic expectations? In this episode of the Maximum Lawyer Podcast, Tyson and Jim share their insights on unbridled optimism and how it relates to the field of law.

Unbridled optimism involves the idea of being overly optimistic and not focusing on the right things. Jim and Tyson share the reasons why people tend to act this way. For some, it is done to avoid having negative conversations. Being optimistic turns your mind away from potential downfall or feelings of heartache. As it relates to the legal field, it is important to see a problem and figure out how to address it. For Jim and Tyson, it could be seeing a dip in email signups, thinking about why it happened and finding ways to solve the problem.

Jim and Tyson share the importance of accurate thinking. Things are not always going to go your way and decisions you think are good will not deliver perfect results every time. Accurate thinking involves being realistic about the outcomes of situations. Setting benchmarks can help create action. If something does not go according to plan, set a benchmark or action that will lead to another result.

Listen in to learn more!

1:35 Discussion on the negative impact of unbridled optimism

11:18 Explanation of the Stockdale Paradox

13:04 Importance of accurate thinking and setting benchmarks

Tune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HERE

In this episode of the Maximum Lawyer Podcast, co-host Tyson Mutrux delves into the advantages of shared inboxes for law firms, as they can enhance team collaboration and efficiency.

Tyson provides a detailed look at Zoho Team Inbox's features, such as customizable views and email templates, which streamline communication within legal teams. Listen in!

03:15 The benefits of using team inboxes, including improved collaboration, productivity, and reduced response times

04:07 The various features of Zoho Team Inbox, such as customizable views, email assignment, chat integration, snooze option, and email templates.

08:13 How to use client names as tags, integration with automation rules, and the importance of integrating with case management systems.

09:05 Analytics and reports available for law firm owners, including email response tracking, activity logs, encryption, two-factor authentication, and role-based access.

• Tune in to today’s episode and checkout the full show notes here.
• Ask us a question about starting your own law firm here.
• Peak Performance Intensive with Dr. Jason Selk, sign up here.

Watch the YouTube version of this episode HERE

Are you someone who is looking to transition into law? In this engaging podcast episode, Jim and Tyson sit down with Bill Gshwind of Minnesota Construction Law, who shares his unique journey into law after a 25-year tenure in business.

Bill shares lessons learned from a business failure which led to a transition into the legal field. After spending over 5 years owning a business where many financial mistakes were made, Bill decided to take a chance and sell the business after realizing he had lost control. Transitioning into the legal field came from working with a lawyer who did not understand him as a small business owner. From that point on, Bill dedicates his time working with clients in which he understands what their needs are as business owners.

Bill provides insight in his decision making processes and how it structures his firm. One thing Bill has implemented is strategic planning, which involves long term planning and mapping out how you will get to your goals. This can ultimately lead to certain decisions being made to ensure that goal is reached. Bill also shares the importance of ensuring the responsibility for the performance of work is not put on a client. It is important that lawyers are doing what they are hired to do and have clients leave feeling satisfied.

Take a listen to learn more!

Jim's Hack: Tell clients that: Just because you can doesn't mean you should.

Tyson's Tip: Get your blood tested.

12:16 The impact of the business failure on the decision-making process

18:38 The challenges of the billable hour system

19:24 The importance of delivering value to clients

22:27 Using tools to solve client problems

Tune in to today’s episode and checkout the full show notes here.

Connect with Bill:

• Website
• Instagram
• Facebook
• X
• Linkedin

Watch the YouTube version of this episode HERE

In this episode of the Maximum Lawyer Podcast, co-host Tyson Mutrux explores the strategic use of target lists in law firms. Target lists are more than just a to-do list; they are a strategic tool (spreadsheet) that can focus your firm's efforts on specific cases, ensuring that you're not just busy, but productive.

By identifying the cases that are most likely to be resolved within a quarter, you can allocate your resources effectively and increase your chances of success. This approach is about working smarter, not harder. Listen into the full episode to hear how Tyson does this!

02:51 The components and tracking methods of target lists

04:43 How target lists allow teams to focus on specific cases

Tune in to today’s episode and checkout the full show notes here.

Ask us a question about starting your own law firm here!

Peak Performance Intensive with Dr. Jason Selk, sign up here!

Watch the YouTube version of this episode HERE

Are you a lawyer who is thinking about starting their own firm? In this episode of the Maximum Lawyer podcast, Jim and Tyson speak with Lauren Klein, co-founder of Flourish Law Group. Lauren shares her transformative journey working in a large firm to starting her own boutique firm.

Lauren provides some insight on the challenges and rewards that come with leaving Big Law and starting a small firm. One of the rewards is the focus on marketing. For small law firms, there is flexibility to focus on the clients you want to and design a marketing plan that is unique and not controlled by a larger company. Another reward that comes with having your own firm is the ability to control the delegation of tasks and create a system or workflow that works for you as the owner.

Transitioning from big law to a small firm owner can allow you to help guide new law school graduates. Most new graduates are eager to work in big firms because it means more money and more success. But, Lauren dismisses that idea in that the team and culture you have regardless of the size of the firm is what matters. Asking questions about work life balance as well as what a typical day looks should be used to make a decision.

Listen in to learn more from Lauren!

Jim's Hack: The phrase “first party data” which are the emails and phone numbers of people who consume your content. From an analytics perspective, it is important to know who is watching your content and how to connect with them.

Lauren’s Tip: Do not fall into the trap of thinking that in order to become a successful attorney, you need to be overworked, unhappy and unhealthy.

Tyson's Tip: Just let it go. If you are having feelings of resentment or anger towards someone, just try to find a way to let it go and focus on yourself.

2:57 The challenges and rewards of starting a law firm

6:30 The struggle of delegation

16:01 Experiences in big law

28:19 The myth of overwork in the legal profession

Tune in to today’s episode and checkout the full show notes here.

Connect with Lauren:

• Website
• Instagram

Watch the YouTube version of this episode HERE

Are you looking for ways to spice up your team meetings? In the latest episode of the Maximum Lawyer Podcast, Tyson reflects on his law firm's recent quarterly meeting, which embraced a "Future is Bright" theme.

Tyson shares the activities that occurred during the firm's quarterly meeting that can be impactful for staff. Activities included functional games that had a purpose. Some included playing games where you would get feedback from colleagues or games to get to know each other. The goal for these activities is to share ideas that could lead to a change in how something is done in the workplace or the implementation of a new process. Another aspect of these quarterly meetings is to go over the company’s core values, mission as well as the review of the past 4 months to see what has been accomplished.

Listen in to learn how to incorporate Tyson’s ideas into your quarterly meetings!

1:35 Explanation of the theme for the quarterly meeting

4:32 Description of the light-hearted activities that happen during the meeting

7:03 Discussion and sharing of simple yet impactful ideas

10:01 Review of priorities and future focus for the upcoming quarter

Tune in to today’s episode and checkout the full show notes here.