269: Master of Tech, Deficient in Delegation (Interview with lawyer Brandon Siegal)

This episode is a deep dive into the law practice of solo attorney Brandon Siegal, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging. The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment. We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn't necessarily love everything he's using, and you'll find out why. So listen and gain insights that will help you improve your practice as well. In this episode, you will hear: Brandon’s Years of Practice and Solo Transition Dependency on Sanebox for Email Management Text Expansion for Efficient Chat Conversations Coding and Automation Tools for Efficiency Resources from this Episode: - Clio - Microsoft Bookings - Slack - Trello - Evernote - Microsoft One Note - Zapier - ChatGPT - Claude.ai - Make.com (formerly Integrate) - Faster Suite - Grammarly - WordRake - BriefCatch - TextBlaze - Adobe Acrobat - Clearbrief.ai - Dragon Dictation - AudioPen - - TextExpander - Sanebox - Obsidian - Markdown - prior episode with Mike Schmitz on Obsidian - Otter.ai - SweetProcess - ScribeHow - If This Then That (IFTTT) - Fiverr - Upwork - Instapaper - Video Speed (Chrome/Edge plugin) - Chrometa - FasterTime - ManicTime - Quickbooks - Never Split The Difference, book by Chris Voxx - YouTube interview with Yuval Noah Harari - Ross Guberman - Bryan Garner - My Inner Circle General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to Our Sponsors Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai. Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees.  Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.