Lawyerist Podcast

Stephanie talks with Eric Webber about the silent addiction of gambling. In this episode, we explore why you can’t go anywhere or watch a sporting event without hearing betting terms. Online gambling has become all the rage, but it is not without potential dangers.  

Especially in a profession like law where attorneys have access to client’s money, problems can turn problematic quickly. Learn more about what is triggered in the brain during gambling, what signs to watch for, and how to know when to suggest help for a colleague or yourself. Understanding this part of addiction is part of nurturing our healthy team.  

Links from the episode:  

Caron Treatment Center  

Judge and Lawyer Assistance Program  

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.  

Think golf is a boring game for old white dudes? Think again! In this episode, Stephanie talks with LJ Finney about why golf is great for networking and business development and so much more!  

Golf is about getting outside your comfort zone, mindfulness, self-talk, and being with nature. Use the game to learn more about yourself and how you approach your business problems or use the time to truly get to know a friend or colleague. You’ll also hear Stephanie’s favorite golf story from back when she was a summer associate out on the course with a senior partner, and, boy is it a doozy!   

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.  

Zack talks with Marc Cerniglia, founding partner of Spotlight Branding, about building a marketing plan that works for your office. They dig into the 4 steps you can take to make your plan more thoughtful, effective, and evergreen. Additionally, Marc shares some strategies on how you can track your ROI, and how many of the activities you already do can fit into your overall plan. 

Schedule a consultation with Spotlight Branding: 

https://confirm.spotlightbranding.com/website-booking/  

Check out their marketing plan template: 

 https://spotlightbranding.com/lawyeristmarketingplan 

Check out their free resources:

https://spotlightbranding.com/insider/  

About Spotlight Branding: 

Spotlight Branding is content marketing for law firms that helps lawyers create content that focuses on credibility and expertise to spotlight your firm and stand out from the crowd. 

Schedule a consultation: 

https://confirm.spotlightbranding.com/website-booking/  

Check out their marketing plan template: 

 https://spotlightbranding.com/lawyeristmarketingplan  

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we’re diving into achieving and maintaining Healthy Profits.   

In this episode, Sara talks with Lawyerist Lab finance coach, accountant, and small business owner Bernadette L. Harris about making finances less scary, understanding healthy profits, and why owners need to prioritize paying themselves. 

She advises listeners on how to determine a business’s desired income, how to be intentional with financial data to understand the story that numbers can tell, and more. 

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.  

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.  

In this episode, delve into the crucial topic of active violence preparedness with Brink Fidler, owner and founder of Defend Systems, a prominent life safety and security consulting firm in Nashville, TN. Stephanie and Brink talk about why every firm owner should have open discussions and plan for frightening events, and how they can empower their team with knowledge and tools to respond effectively.  

They also address the relevance of active violence preparedness in office environments and how to adopt a “warrior mindset” when faced with danger. The emotional and traumatic aspects of active violence events are not overlooked, as Stephanie and Brink touch on the need for mental health support and proper coping mechanisms. 

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.  

Stephanie and Joey Coleman, author of Never Lose an Employee Again: The Simple Path to Remarkable Retention, explore the crucial role the employee experience plays in creating a happy and engaged team.  

Learn the steps team leaders can take to create a place where everyone LOVES their job. They delve into the power of creating memorable experiences throughout the employee journey—starting with the hiring process and through an employee’s first 100 days, which plays a vital role in long-term commitment and loyalty.  

This episode is packed with lots of practical tips to give you ideas to start implementing immediately. Listen to the end to learn one easy thing you can do today to show your appreciation to your team.   

Links from the episode:  

Never Lose an Employee Again by Joey Coleman 

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. 

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into building, enabling, and integrating Healthy Systems in a law firm. 

Lawyerist Labster Matt Loker sits down with Sara to discuss using systems and automation to deliver a consistent service to clients. They dive into how task management is crucial to consistent communication—from finding the right CRM, to rebuilding their systems and automating tasks, to regular system maintenance. Learn how Matt used healthy systems to save time, improve client experience, and create a seamless client journey. 

 Links from the episode: 

https://lawyerist.com/resources/lawyerist-store/

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. 

Zack sits down with Ed Walters, Chief Strategy Officer of vLex and founder of Fastcase, to discuss AI's role in legal research. Delve into why it’s important to demystify AI and debunk misconceptions about "robot lawyers." Learn about using AI in discovery, the importance of choosing the right tools, and the limitations of language models like ChatGPT.  And explore how the industry is working to create dependable tools that can be verified by legal professionals, while maintaining human judgment in the legal process. 

Links from the episode:

Professors Andrew Garcia and James Matthews discuss Suffolk University Law School’s Accelerator to Practice program. Designed to prepare students for small and solo practice, students partnered with small law firm owners in the Lawyerist Lab coaching program. Using tenets learned in Lawyerist’s book The Small Firm Roadmap, students interviewed the owners, analyzed their firms, and presented a case study complete with recommendations for improvements.

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, Clio, & LawPay for sponsoring this episode.