Think of this weekly podcast as the main-stage panel of our Legal Tech Non-Event, focused on how technology can benefit your bottom line and geared for an audience of luddite-leaning lawyers. “Fun” may even ensue — within reason, of course.
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The 'Practice of Law' School
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The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers. Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.
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1
Switcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna Brown
49:21
49:21
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
49:21
For the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!) [SPONSORED BY COSMOLEX] Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pic…
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![Artwork](/static/images/128pixel.png)
1
Google Ads in the Age of AI with Desire’e Martinelli
31:43
31:43
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:43
I talked with an expert in digital marketing about how recent and coming changes to Google Ads are being influenced by artificial intelligence. Episode Highlights 09:36 - Impact of AI on Google Ads. 14:17 - Introduction of Desiree Martinelli, Director of Marketing and Analytics, Esquire Interactive. 40:14 - Importance of Proper Conversion Tracking …
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1
Experimentation in an Immigration Law Practice with Manny Gonzalez
30:15
30:15
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
30:15
I spoke with an immigration attorney about how he built his law firm from scratch, and keeps evolving his business practices, to make it better. Episode Highlights 09:40 - Starting a law practice right out of law school. 13:13 - Importance of mentorship and professional organizations for solo practitioners. 14:52 - Experimenting with legal tech: Pr…
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1
Where Credit Is Due: Payment Solutions for Advanced Law Firms with Joyce Brafford and TJ Kerr
39:07
39:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
39:07
For the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.) [SPONSORED BY ROCKETMATTER] Episode Highlights 32:00 - Modern payment systems for law firms. 33:40 - Discussion …
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1
Workplace Communications & the Technology That Supports It with Rachael Bosch
32:38
32:38
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:38
I spoke with an expert on workplace communications about how law firms can improve their internal communications models, including how attorneys can leverage technology tools, to do so. Episode Highlights 03:35 - Rachael shares lesser-known tourist tips for Washington D.C. 05:55 - Best D.C. monument views from the Post Office Pavilion. 10:20 - Rach…
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1
Building Processes (& Custom Software!) in a Law Firm with Travis Richards
28:40
28:40
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
28:40
I talked with managing attorney at the largest eviction law firm in New Jersey, about how he implemented processes into his business, and even built his own software. Episode Highlights 05:28 - Transition from farming and a trailer park to law. 09:16 - Introduction to legal systems: Work smarter, not harder. 12:01 - Transition to landlord-tenant la…
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1
Fine-Tuning a Solo Law Practice with Valerie Botter
26:18
26:18
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
26:18
I talked with a solo lawyer who rebuilt her practice for peak virtuality after the pandemic. Episode Highlights 01:07 - Lawyers’ relationship with technology. 01:40 - Focus on solo law practice. 02:16 - Setting the stage for non-pitch discussions. 02:35 - Intro to guest and unique dog breed. 04:41 - Emotionally supportive dog and busy lifestyle. 09…
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1
The eDiscovery Process for Law Firms with Shree Sharma
29:31
29:31
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
29:31
I talked to an expert on the eDiscovery space, about how the process is managed, from start to finish. Episode Highlights 08:40 - Transition from haunting to e-discovery. 09:18 - Reasons law firms seek e-discovery vendors. 11:59 - Types of data encountered in e-discovery. 13:40 - Importance of maintaining data integrity in collections. 15:06 - Expl…
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Episode 55 - Small Changes, Big Rewards - An Interview with Lawyer & Entrepreneur Gary Allen
42:58
42:58
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बाद में चलाएं
सूचियाँ
पसंद
पसंद
42:58
In this Financially Legal episode, host Emery Wager interviewed Gary Allen, who recently retired from a multi-decade legal career. Gary’s extensive experience includes building a million-dollar practice in environmental and land use law at Givens Pursley and co-founding LeanLaw to help other firms operationalize the best practices he learned the ha…
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1
Running a Rural Law Practice Like an International Man of Mystery with Alex Freeburg
26:07
26:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
26:07
I talked with a lawyer, who runs a virtual law firm, while taking time to double as a digital nomad, as well as running non-legal businesses. What a boss! Episode Highlights 05:15 - Favorite international city: Elba Island. 09:23 - Moving to Wyoming and shaping a small town practice. 11:28 - Starting a law firm with ski defense. 13:45 - Federal cou…
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1
Deus Ex Machina: Lawyers' Ethical Obligations Respecting the Use of AI Tools with Joyce Brafford
36:48
36:48
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
36:48
For the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mytholo…
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1
How Lawyers Can Explore Non-Legal Interests with Brendan Ward
32:12
32:12
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:12
I talked with a practicing lawyer, who keeps himself busy with non-legal business interests. He explains how he does it, and how you can, too! Episode Highlights 08:04 - Founding Cherry Tree Legal – Brendan’s journey from solo practice to partnership. 10:15 - Initiating Change – The spontaneous move to start a new firm. 17:51 - Overcoming Fear – Br…
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1
Voice Technology & Its Benefits for Law Firms with Caroline Cantelon
24:51
24:51
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
24:51
I spoke with an expert in the field about how voice technology is used today by law firms, as well as how it will develop in the future. Episode Highlights 11:00 - Key Uses and Benefits of Voice Technology for Lawyers 18:10 - Cloud-Based Platforms for Remote Working 19:50 - Speech Recognition: From Dragon to Microsoft Integration 23:40 - Handling S…
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1
Launching a Trial Firm with the Right Technology with Robert Welcenbach and Michael Karp
35:57
35:57
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
35:57
I spoke with two trial lawyers, who recently joined forces to form a partnership, all about how they did it from the tech to the money to the logistics and more! Episode Highlights 04:58 - Michael and Rob’s decision to partner 06:00 - First trial success story 09:49 - Strategy of focusing on trial cases and high-value settlements 12:04 - Importance…
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1
Outsourcing Staff for Law Firms with Carlin Phillips and Andrew Garcia
31:00
31:00
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:00
I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload. Episode Highlights 04:32 - Discussion on Portuguese heritage and culture. 06:45 - Background of Garcia’s and Philips’; families. 10:07 - Shift to discussing legal topics. 10:22 - Introduction to outsourcing in a high-end litigation …
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1
The Value Proposition of Remote Work for Law Firms with Brett Trembly
29:05
29:05
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
29:05
I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel. Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed …
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1
Trust the Process: How to Build & Manage Workflows in Law Firms with Joyce Brafford
40:20
40:20
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
40:20
For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford. Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding…
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In Part 2 of this podcast, Jared and I continue our wild ride through the ethics of using Artificial (or Alternative) Intelligence in your law practice as we encounter AI hallucinations, pitfalls and legal traps. (We cover such a wide swath it takes up two podcasts). And, like is our tradition, we wander into some fantastical tangents on the future…
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1
How to Increase Your Law Firm's Visibility Online with Melissa Levine-Piro
32:28
32:28
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:28
I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media. Episode Highlights 07:30 - Starting a law firm in an underrepresented area. 09:50 - Husband and wife’s early law firm days. 13:40 - Transition to focusing on management and branding. 15:05 - The significance of rebranding to Hera Law …
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1
How to Run a Mid-Sized Law Firm Like a Boss with An Ruda
32:49
32:49
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:49
I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work! Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoidin…
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1
What Great Legal Technology Can Do for Law Firm with TJ Fraser and Olivia Mockel
30:37
30:37
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
30:37
I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it. Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 -…
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In this podcast, Jared and I take you on a wild ride through the ethics of using Artificial (or Alternative) Intelligence in your law practice as we encounter AI hallucinations, pitfalls and legal traps. We cover such a wide swath it takes up two podcasts. And, like is our tradition, we wander into some fantastical tangents on the future of AI, too…
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![Artwork](/static/images/128pixel.png)
1
The Future of Legal Documents with Cain Elliott and John Rizner
35:43
35:43
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
35:43
I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond. Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI …
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1
How to Merge Solo Practices with Amy Davis and Kate Franke
40:17
40:17
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
40:17
Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injur…
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1
Social Media Marketing Strategies for Lawyers with Sarah Parker
25:50
25:50
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
25:50
I talked with an immigration attorney about how she uses social media to market her law practice, especially video. Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Soc…
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1
The Solo to Small Transition with Lindsey Egan
31:27
31:27
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:27
I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner. Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote…
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1
Small Town Law Practice with Nate Tripp
23:57
23:57
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
23:57
I talked with a small town lawyer about how he built + maintains his law practice. Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisit…
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1
Pricing for the Modern Law Firms: How to Leverage Your LegalTech to Get Paid with Joyce Brafford
33:04
33:04
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
33:04
For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fee…
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1
Automated Workflows for Client Intake with Tony Interlandi
24:35
24:35
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
24:35
I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice. Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to tr…
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1
The Law Firm Financial Documentation You Need with Joyce Brafford
27:12
27:12
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
27:12
I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Jo…
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Law Firm Hiring in a Competitive Environment with Joyce Brafford
31:34
31:34
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:34
I spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18…
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1
First Impressions: Law Firm Website Edition with Bruce Policky
25:21
25:21
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
25:21
I spoke with a tech advisor about everything there is to know about building websites. Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectat…
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54. Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting
43:23
43:23
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
43:23
In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting t…
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1
Stuck in the Middle: Tech in Elder Law with Jamie Haroutunian
28:40
28:40
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
28:40
I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't. Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to autom…
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1
LegalTech Trends in the Mid-Market with Jennifer Sherman
27:21
27:21
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
27:21
Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely. Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, le…
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1
How Marketers Take Advantage Of Law Firms: A Field Guide From The Inside with Conrad Saam
32:46
32:46
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:46
I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 W…
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1
Data Management Via Technology For Law Firms with Chris Fritsch
28:00
28:00
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
28:00
I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and En…
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1
Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain
37:07
37:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
37:07
For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and ho…
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1
LegalTech & Work-Life Balance In A Small Firm with Erin McBee
32:58
32:58
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
32:58
I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharin…
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1
How to Use Technology to Prepare For Your Conference with Janet Falk
28:02
28:02
बाद में चलाएं
बाद में चलाएं
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पसंद
पसंद
28:02
I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a con…
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1
How To Choose LegalTech Software with Rachel Edwards
27:56
27:56
बाद में चलाएं
बाद में चलाएं
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पसंद
पसंद
27:56
I spoke with a law firm consultant about how to select the best hardware and software for law firms. Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessm…
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1
Going Back to Basics: Strengthening Your Firm's Foundations with Joyce Brafford
36:03
36:03
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
36:03
For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that …
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1
The More Things Change, The More They Stay the Same: LegalTech Edition with Betsy Munnell
35:36
35:36
बाद में चलाएं
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35:36
Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on h…
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Law Practice Management Technology Tips with Laura Keeler
24:53
24:53
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24:53
Jared talked with a law practice management consultant about her best technology tips. Episode Highlights 05:16 Legal technology and law practice management software 05:54 Reasons law firms should start using law practice management software 07:23 How some law firms keep everything organized 08:55 Different integrations for case management software…
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How Do You Market A New Law Firm or Relaunch Your Current Firm? – Guest Lecture with Jared Correia
How do you launch a new law firm? What is your 'go to market plan' for your solo practice? Or, if you are relaunching how do you tackle marketing in an effective way? Jared shares an abundance of information to help you meet your goals. Listen and learn. Written by Susan Cartier Liebelद्वारा Susan Cartier Liebel
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Google Business Profile Pro Tips with Devin Harper
29:18
29:18
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29:18
I talked with a Google product expert about the best methods for maximizing a Google Business Profile for law firms. Episode Highlights 04:59 What a Google Business Profile is and why it’s important 08:05 Google Business Profile versus other AI features 09:13 How to optimize your Google Business Profile 11:41 Getting Google reviews and the best pra…
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Beyond the Billable Hour: Evolving Your Time Tracking Process with Joyce Brafford and Laura Kennedy
31:57
31:57
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31:57
For the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant. [SPONSORED by Rocket Matter] Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The rea…
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How To Sell A Law Firm And How The Right Tech Can Help with Jeremy Poock
28:46
28:46
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28:46
I talked to a law firm business broker about how law practices get bought and sold. Episode Highlights 03:05 How Jeremy got into the business of selling law firms and the growing trend of acquisitions and transactions in small law firms 09:01 Solutions for attorneys who find themselves in a situation where they're losing business due to lack of dig…
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You are not having problems with getting the work. But you ARE having problems getting the talent to help you produce that work, service these clients. It's not an uncommon dilemma. Post-pandemic it's become an employee-centric market meaning those who are out looking for the jobs have all the power. How do you hire in this environment? How do you …
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53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu
35:14
35:14
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35:14
In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management pla…
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