How do you scale a law firm without losing control or yourself in the process?

Rachel Steininger of Upward Acceleration and I dig into that question together, exploring what real operational clarity looks like when you’re building a law firm that runs on purpose, not panic. We talk through how to align people, process, and technology so that growth feels steady instead of chaotic. Rachel shares how a fractional COO bridges the gap between leadership vision and daily execution, and why data integrity and clear KPIs must come before AI or automation. Together we unpack the practical side of scaling—how to delegate low-value work, measure what matters, and keep your brand promise consistent from intake to delivery. It’s a conversation about leading smarter, building systems that last, and finding sustainable growth that fits your firm’s identity.

Key Topics

03:45 – Discover when your firm is ready for a fractional COO and how they simplify growth without adding chaos.

06:32 – Learn what “fractional” truly means and how separating leadership roles keeps teams accountable.

09:08 – Find out how EOS-style systems help you stay focused on priorities instead of chasing new fires.

11:06 – See how to build a simple weekly rhythm that keeps goals alive even in a busy practice.

12:39 – Understand why fixing your data flow matters more than buying the newest AI tool.

14:09 – Get practical steps for making AI safe and compliant inside your law firm.

15:46 – Hear how “agentic AI” connects triggers, actions, and outcomes to improve results.

18:01 – Explore the “Three I’s” framework—Identity, Individual goals, and Indicators—for alignment and accountability.

20:15 – Learn how to balance automation and human touch so your operations still reflect your brand.

21:24 – See which numbers to measure first to boost growth—like lead flow, intake speed, and client lifetime value.

Resources Mentioned

Technology & Apps

• Calendly – Used for structured scheduling - https://calendly.com 
• Superhuman –Maintaining Inbox Zero; integrates with Outlook and Google Workspace - Https://superhuman.com 
• Zapier / Make / n8n – Automation platforms that creates “agentic” workflows that think before acting - https://zapier.com  | https://make.com  | https://n8n.io 
• ChatGPT (Pro / Enterprise level) – Mentioned when discussing risk, compliance, and AI governance; Use the paid, secure version. → https://chat.openai.com

Books 

• Deep Work by Cal Newport – https://a.co/d/89lczwm
• Slow Productivity by Cal Newport – https://a.co/d/aubGX83 
• Tiny Habits by BJ Fogg – https://a.co/d/6NhSRPd 

Podcasts & YouTube Channels

• Deep Questions Podcast with Cal Newport – https://podcasts.apple.com/us/podcast/deep-questions-with-cal-newport/id1515786216 
• Layla Hormozi YouTube Channel  - https://www.youtube.com/@leilahormozi 

About our Guest:

Rachel Steininger is a seasoned operations and strategy leader with over 25 years of experience helping organizations scale with clarity and control. She partners with CEOs and executive teams to turn vision into measurable results—driving growth, efficiency, and profitability. Known for bringing structure to complexity, Rachel has doubled revenue across multiple firms, guided the execution of over $10B in client investments, and led global teams to launch 22 funds in just six months. She’s passionate about building high-performing, system-driven businesses where vision and execution work in perfect alignment.

https://upwardacceleration.com/ 

https://www.linkedin.com/in/rachelsteininger/ 

https://www.youtube.com/channel/UCOIqNYahtZNB7u5Vyi-Hmpg 

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules,  a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon.  He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

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