Lawyerist Lab member and estate planning lawyer Rachel Allums knows that the client experience isn’t “one size fits all.”  
In this episode, Rachel Allums talks with Zack about her deliberate and thoughtful approach to client experience. Learn how she creates a personalized experience for every client by considering their age, family dynamics, comfort with technology, and more.  
Rachel delves into how she integrates both digital tools and traditional methods for efficiency and offers valuable advice on creating educational videos, seeking mentorship, and navigating the path to a successful estate planning business. 
Links from the episode:  
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! 
Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.

#456: Building a Thoughtful and Personal Client Experience, with Rachel Allums

The Lawyerist Podcast is a show about lawyering and law practice hosted by Stephanie Everett of Lawyerist. Every week we feature conversations with successful lawyers, innovative thought leaders, and other creative people helping to shape the future of legal practice.

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Management

Zack talks with Lab Coach Chad Fox about how developing law firm processes can build value for a practice. They specifically discuss how his experience in franchises showed him that the difference between success and failure can often be as simple as creating and abiding by standard operating procedures. 
Links from the episode:  
Check out and register for LabCon 2024! 
CosmoLex: Complete Legal Practice Management for Modern Law Firms  
 
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!

#504: Leveraging Franchise Know-How in Law Practice, with Chad Fox

Zack talks with lawyer and digital marketing guru, Seth Price, about the struggles of scaling a small law firm. They discuss how to think about hiring, growing, and investing in your own firm. Seth shares his own growing pains and discusses how he and his partner took Price Benowitz LLP from two to over forty lawyers in less than a decade. If you listen closely, you’ll also get some tips on how to use AI to help you hire the right person for the right job. 
Links from the episode:  
Lawyerist Complete Guides 
Check out NetDocuments! 
 
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!

#503: Hiring, Growing, and Investing in Your Firm, with Seth Price

Could your marriage/relationship use a little spice? Maybe you’ve put your business before your partner? In this episode, Stephanie talks with relationship coach and host of the Make More Love Podcast, Ellen Dorian, about enhancing your intimate relationships. As Ellen says on her show, it’s time to “make more love: with your wife and in your life.” 
Links from the episode:  
 Check out Omnizant  
The Passionate Partners Project  
Make More Love Podcast  
Connect with Ellen  
 
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!

#502: How to Nourish Your Relationship, Even in a Busy Life, with Ellen Dorian

Stephanie catches up with the original Lawyerist podcast host, Sam Glover. In addition to a brief walk down memory lane, hear how Sam is working to make our court systems more accessible to the public and how lawyers could think differently about the value they provide. 
Additionally, Zack talks with Joyce Brafford from TimeSolv about project management, budget tracking, and determining the value of your cases and your time. 
Links from the episode:  
Increase your billable hours with Timesolv-start your free trial today!  
 
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!

#501: Celebrating 500: The Evolution, the Journey, and What Lies Ahead, with Sam Glover

We hit our 500th Episode! Instead of looking back, the team decided to look to the future. So naturally that led us to Stephanie interviewing our own AI bot lovingly named Lasso the Lab Coach. Hear for yourself exactly what an AI bot trained on all things Lawyerist has to say about how to create your firm’s branding. This one is....different!   
Additionally, Zack talks with Waseem Daher, a human from Pilot, about the benefits of a virtual and fractional finance and accounting team. 
Links from the episode:  
https://Pilot.com/lawyerist/  
  
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!

#456: Building a Thoughtful and Personal Client Experience, with Rachel Allums

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