Lawyers are understandably cautious about AI—but the real risk may be using it the wrong way. In episode 601 of the Lawyerist Podcast, Zack Glaser sits down with Matt Spiegel of Lawmatics to explore how agentic AI is changing the way law firms handle intake and evaluate potential clients. 

Matt breaks down why surface-level AI tools fall short, how agentic AI can make informed recommendations instead of opaque scores, and what it takes to build trust in automated decision-making. They also discuss how better intake systems can reduce wasted time, improve lead quality, and support more intentional firm growth. 

Listen to our other episodes on Artificial Intelligence in Legal Practice. 

Links from the episode: 

https://www.lawmatics.com/ 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction 

01:28 – Meet Matt Spiegel 

03:55 – From the Cloud to AI in Legal Tech 

05:38 – Why Lawyers Are Cautious About AI 

06:50 – Moving Beyond Surface-Level AI 

08:51 – Why Lead Scoring Misses the Point 

11:14 – What Makes Agentic AI Different 

14:10 – Generative AI vs. Agentic AI 

15:57 – Teaching Software to Make Decisions 

17:17 – Automating Outcomes, Not Steps 

20:10 – Why Lawmatics Was Already Agentic 

21:47 – Trust, Guardrails, and Client Data 

24:20 – What Qualify AI Does Differently 

25:33 – Closing Thoughts 

Starting a law firm doesn’t automatically make you a business owner—designing one does. In episode #600 of the Lawyerist Podcast, Stephanie Everett and Zack Glaser kick off a four-part series on how to design a law firm intentionally, rather than defaulting into a business you didn’t mean to build. 

They unpack the biggest myths lawyers believe when starting a firm, why being a good lawyer isn’t enough to create a sustainable business, and how relying on personal heroics instead of structure quietly traps firm owners over time. Stephanie breaks down the three constraints that cause most firms to struggle, the three distinct paths law firms can take, and the key questions lawyers should ask early to align their business model with the life and career they actually want. 

Listen to our other episodes on Law Firm Strategy & Business Design. 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction 

01:15 – Why This Isn’t About “Starting” a Law Firm 

03:45 – The Biggest Myth Lawyers Believe About Firm Ownership 

06:50 – Heroics vs. Structure 

10:30 – The Three Constraints That Trap Law Firm Owners 

12:45 – Every Firm Is Choosing a Business Model (Whether You Realize It or Not) 

14:30 – The Three Paths Law Firms Take 

18:55 – When Your Goals and Design Don’t Match 

20:55 – How Clients Actually Buy Legal Services 

23:30 – What Breaks If Demand Doubles 

25:00 – Clarity Beats Certainty 

29:15 – What to Do in the First 30 Days 

33:40 – Where to Go Next 

Law school prepares students to think like lawyers, but it often leaves them without a clear picture of what comes next. Zack Glaser sits down with Jocelyn Hardrick to explore how mentorship, pipeline programs, and practical guidance can help first-generation and nontraditional students bridge the gap between legal education and real-world practice. 

They unpack the challenges students face when they lack exposure to legal careers, the importance of writing and bar preparation support, and how community and accountability shape confidence during the transition into the profession. The episode highlights how intentional mentorship and community support can reduce uncertainty, build confidence, and create clearer pathways into the legal profession. 

Listen to our other episodes on mentorship, mindset, and professional development.  

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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.

Links from the episode:

https://www.journeytoesquire.com/
 

Chapters: 

00:00 – Introduction 

01:45 – Why the Path Into Law Isn’t Clear 

06:10 – Meet Jocelyn Hardrick 

08:25 – What Journey to Esquire Does 

12:40 – First-Generation and Nontraditional Barriers 

17:30 – Mentorship vs. Sponsorship 

21:55 – Writing, Bar Prep, and Practical Skills 

26:40 – Building Confidence Through Community 

31:20 – Advice for New and Aspiring Lawyers 

34:10 – Closing Thoughts 

In episode #598 of the Lawyerist Podcast, learn how Microsoft Copilot can help lawyers work more efficiently inside Microsoft 365—without compromising accuracy, security, or client trust. Zack Glaser talks with Ben Schorr, innovation strategist at Affinity Consulting Group and former Microsoft insider, about how attorneys can move past AI hype and start using Copilot for real, everyday legal work. 

Zack and Ben break down how Copilot helps lawyers draft and edit documents, summarize complex files, extract key deadlines, prep for meetings, and manage inbox overload—all while keeping client data protected within Microsoft’s security framework. They clarify where Copilot delivers the most value, where caution is required, and why understanding its limitations is essential to using it effectively. For lawyers curious about AI but unsure where to begin, this episode offers a clear, realistic roadmap for adopting Copilot without compromising accuracy, ethics, or trust. 

Listen to our other episodes on  AI, Legal Technology & Practical Innovation in Law Firms:  

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

 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 – Introduction 

08:43 – Meet Ben Schorr 

11:08 – What Copilot Is (and Why Lawyers Care) 

13:27 – Security, Privacy, and Client Data 

16:47 – Drafting Legal Documents With Copilot 

18:36 – Schorr’s Law: Always Review AI Output 

20:30 – Editing, Fact-Checking, and Improving Existing Work 

23:57 – Summarizing Documents and Extracting Key Info 

28:49 – Brainstorming, Personas, and Strategy Testing 

34:34 – Agentic AI: What’s Possible (and What Isn’t)  

Lawyers spend a surprising amount of time teaching clients, team members, and other lawyers, but most are never taught how adults actually learn. In episode 597 of the Lawyerist Podcast, Stephanie Everett talks with Danielle Hall about adult learning principles and why they matter in legal practice. 

Danielle explains how adult learners differ from students in traditional classrooms and what this means for client communication, team training, and CLE presentations. They explore why information overload backfires, how focusing on the “why” improves understanding, and simple ways to design learning experiences that actually stick without making things more complicated.  

Listen to our other episodes on client communication and understanding:  

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction 

03:12 – Why Lawyers Are Always Teaching 

08:37 – Meet Danielle Hall 

10:49 – How Adults Learn Differently 

14:57 – Information Overload and Client Confusion 

17:01 – Teaching Clients and Teams More Effectively 

21:52 – Why Most CLEs Don’t Work 

25:28 – Applying Adult Learning in Your Firm 

31:46 – Closing Thoughts 

High performance in law requires more than technical skill—it requires the right mindset. In episode #596 of the Lawyerist Podcast, Zack Glaser talks with Jess Sargus about applying an athlete’s mindset to leadership, performance, and growth in legal practice. 

Jess breaks down the core pillars of athletic thinking. From growth mindset and action orientation to process focus and purpose, and explains how lawyers can apply these principles to become better leaders and perform at their best under pressure. 

If you want to hear more from Jess, check her out at: https://www.thelegalathlete.com/ 

Listen to our other episodes on Mindset & Performance: 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction 

03:12 – Meet Jess Sargus 

04:02 – From Law to Combat Sports 

08:06 – Competition, Business, and Leadership 

11:15 – Why Mindset Matters 

15:12 – The Athlete’s Mindset Defined 

17:01 – Action Orientation and Elite Performance 

19:30 – Getting Comfortable with Failure 

22:05 – Growth Mindset and Competitiveness 

26:03 – The Five Pillars of Fierce Agency 

29:21 – Process Over Outcome 

34:46 – Purpose and Mission Alignment 

39:48 – Where to Find Jess 

40:53 – Closing Thoughts 

In episode 595 of the Lawyerist Podcast, we’re revisiting Stephanie’s conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We’re bringing this episode back because it’s especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It’s important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm. 

Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. 

You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future. 

For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. 

Listen to our other episode with Bernadette Harris: 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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: 

00:00 Why We’re Remastering This Episode for the New Year
02:55 Law Firm KPIs and Financial Health
05:21 Net Profit Margin for Law Firms
09:38 Utilization Rate and Team Capacity
14:35 Realization Rate and Getting Paid
20:05 Accounts Receivable and Cash Flow
24:19 Revenue by Practice Area
27:16 Using Financial Metrics to Set Strategy 

As the year comes to a close, Stephanie Everett and Zack Glaser look back at the Lawyerist Podcast episodes that stood out most to them in episode 594 of the Lawyerist Podcast. From practical AI workflows and ethical guidance to mental health, communication, and leadership, this episode highlights the conversations that sparked new thinking and delivered real value. 

Stephanie and Zack revisit standout moments, share why certain episodes resonated, and reflect on the themes that shaped the year—while inviting listeners to share which episodes made the biggest impact and what topics they’d like to hear more about in the year ahead. 

Listen to some of the episodes highlighted this year: 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction & Year-End Reflection 

01:35 – Why These Episodes Stood Out 

01:56 – AI Tools and Practical Tech Takeaways 

02:59 – Building Community and Adult Friendships 

04:28 – Mental Health First Aid for Lawyers 

07:06 – Ethics, Flat Fees, and Changing Scope 

09:14 – Voice, Presence, and Communication Skills 

11:46 – Becoming an AI-Driven Leader 

14:36 – Rethinking Growth in the Age of AI 

18:00 – Trust Accounting and Compliance Essentials 

20:03 – Listener Feedback & Looking Ahead 

21:07 – Closing Thoughts and Thanks 

Not all clients are created equal—and some quietly drain your firm’s time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting’s Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve. 

Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both. 

Listen to our previous episodes about Client Experience & Law Firm Profitability: 

Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN 

Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN 

Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN 

Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze — Apple | Spotify | LTN 

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! 

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 – Introduction 

05:12 – Meet Jeff Krause 

06:51 – What “Moneyball for Lawyers” Really Means 

09:08 – The Profit Formula That Drives Firm Growth 

12:46 – How Bad Clients Damage the Numbers 

15:30 – The Compounding Cost of Discounts 

18:21 – Raising Rates vs. Chasing More Clients 

19:45 – Can You Improve Mid-Tier Clients? 

21:58 – Profitability vs. Access to Justice 

24:19 – Building Intentional Service Models 

26:48 – Trusting Your Data—and Your Gut 

27:43 – One Step Firms Should Take Right Now 

28:23 – Closing Thoughts 

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O’Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level. 

William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff. 

Links from this episode: 

https://www.williamoneal.com/ 

Listen to our previous episodes about Client Experience & Relationships.  

#462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN  

#347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN  

#338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN  

#271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN  

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  

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 – Intro 

05:12 – Meet William O’Neal 

06:15 – Leading with Joy 

07:51 – Five Essentials of Leadership 

09:01 – Heart for Service 

12:41 – Knowing Your Value 

14:07 – What Clients Want 

16:35 – Building Rapport & Trust 

18:55 – Culture & Consistency 

20:30 – Empathy in Client Experience 

22:10 – Lessons from Chick-fil-A 

24:09 – Service Recovery 

25:31 – Feedback & Improvement 

27:36 – Adapting to Change 

29:29 – Small Acts, Big Trust 

30:18 – Learn More + Closing