In this episode of Maximum Lawyer, CEO Becca Eberhart shares a cost-saving tip for individuals and businesses: switch from monthly to annual subscriptions to potentially save 16% or more. Many services offer discounts for annual payments and urges listeners to actively review and manage their subscriptions. Becca advises checking for unused services and negotiating better deals, cautioning against long-term contracts that may limit flexibility. Listen in for encouragement and ideas to be proactive and mindful in financial management for immediate savings and long-term fiscal health. 00:24 Opting for annual subscriptions instead of monthly ones 03:54 The importance of actively reviewing and managing subscriptions 05:14 Cautions against locking into long-term contracts Tune in to today’s episode and checkout the full show notes here. 

Mindful Money Moves: 16% Savings Through Annual Plans

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 When starting your law firm, there are so many details to set up and get running. The most common mistake that Jim and Tyson see is new law firm owner getting stuck on branding details like the name of the law firm. In this episode Tyson deep dives into the ins and outs of what you should and should not focus on to get yourself started. Listen in.  02:15 The process of designing the best law firm and the importance of niche selection 03:16 The significance of choosing a specific and industry-relevant name for a law firm 05:17 The importance of prioritizing the operational and financial aspects of the law firm over its name and branding 
 
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The Last Thing You Should Think About When Starting Your Law Firm

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Are you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations. Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If you need to get certain pieces of information from a website, Salesforce provides it to you. Since law and technology are two very different things, it can be a challenge to get lawyers on board with using a tool like Salesforce. It is best to have someone act as a translator to stand in the middle and make sure the customer, such as a law firm, can understand how the tool works and can bring that social aspect to a project. Diverse teams generate the best results, so having an array of people and personalities working on a project is the best way to get something done. Take a listen to learn more. 
03:32 The importance of investing in the analysis and design phase before building a CRM system 06:28 Common mistakes made by business owners and law firms when designing a CRM system, focusing on solving for the happy path and change management 08:40 The importance of data cleanup, migration, and user acceptance testing before the go-live phase, and the challenges faced during the initial launch period 13:26 The extensive capabilities of Salesforce as a business operations platform and the challenges of maximizing its potential 14:29 The common misconception about the need for integrations and the importance of simplicity in CRM system design 15:26 Challenges and strategies for dealing with non-technical clients and bridging the gap between technical and non-technical mindsets 17:25 The role of AI in Salesforce and its potential to enhance job roles  21:24 The importance of tracking and addressing process inefficiencies in business operations 
Jim's Hack: Have dialogue with staff because what they say may surprise you and teach you something. Rob’s Tip: When you see inefficiencies in your work, right it down. If you notice it frustrates you over and over, think about where your priorities are and change it. 
Tyson's Tip: Understanding that you have a natural tendency to believe what people say. It is good to objectively look around things when people are not telling the truth. 
 Connect with Rob:Website Tune in to today’s episode and checkout the full show notes here.  


Mistakes Lawyers Make When Building Out Their CRM with Rob Petrie

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 In this episode of the Maximum Lawyer Podcast, Tyson Mutrux shares what he does to walk new employees through a case, start-to-finish. Because if a new team member is unaware of your complete case process, then it's difficult for them to understand “how you do things” and what tasks they do that are connected to others of the team. It's so important for them to get that big picture view to see how everything fits together in your law firm case process and why the details are so important. Listen in! 
 03:58 The importance of providing new employees with a comprehensive understanding of the case process and the firm's way of doing things 07:38 The importance of establishing the firm's unique way of handling cases and the need to convey this to new employees 08:31 The onboarding process, including the use of an overview video and in-person training for new employees 
 
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Join the Guild to grab our Case Roadmap. 
 


The Importance of Giving Your Employees the 30,000 ft View of Your Case Process

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Are you an attorney who is looking to generate more leads for your firm? In this engaging episode of the Maximum Lawyer Podcast, hosts Jim and Tyson sit down with Ted DeBettencourt from Juvo Leads. They delve into the nuances of chat services for law firms. 
Law firms can benefit from having effective chat services. Many people will use chat services when they want to get quick answers. A successful chat service will turn general inquiries into physical clients walking through the door. A lot of chats are lost if bots are used to answer all questions, which is why it is good for general, repetitive answers. When a potential client wants more information, the chat needs to be handled by a live person. There are a lot of challenges that law firms face when using chat services. One challenge is that many small firm owners do not use it themselves, so they believe it is not needed for their small business. But, Ted pushes back on firms to emphasize that using chat services will generate more leads for a firm, leading to more business. Take a listen to learn more about chat services! 
Jim's Hack: Read the book, Just Called People. The book goes into detail about the creation of iOS and the traction approach. Ted Tip: Be more cognizant of the times between going to work and coming home. It is important to get mentally prepared to focus on family time and not think about work until the next day. Tyson's Tip: An AI tool built into Adobe, which allows you to ask questions inside of the pdf document. 
 Connect with Ted:Website LinkedIn  
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The Power of Human Interaction with Ted DeBettencourt

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 In this episode of the Maximum Lawyer podcast, recorded at our recent Mastermind event, Jim and Tyson tackle pressing questions from attendees about law firm management.  
 The discussion spans from the efficacy of the firm's podcast as an internal tool, to the nitty-gritty of marketing strategies and the intricacies of employee training. A key focus is on maintaining firm operations during team members' extended leaves, with a consensus on the value of cross-training and the potential for internal growth during such times.  
 Listen in. 01:45 The best spend for marketing and the worst marketing spend 03:42 Lead tracking, intake software, and CRM tools 05:29 Performance evaluation and top grading  07:29 Lead response time 09:40 Salesforce digital engagement package for real-time communication 09:57 Client expectations and team management 15:01 Handling team members' absence 19:08 Strategies for managing team absence, redistributing duties, and viewing it as an opportunity for growth 19:15 Utilizing team members' absence as a chance to advance and expand the firm's capabilities 
 
 Tune in to today’s episode and checkout the full show notes here.  

Mindful Money Moves: 16% Savings Through Annual Plans

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