This episode is PACKED with everything you need to know to get your law firm's tech on the cutting-edge. Join one of the world's leading law firm technology and case management software experts, Patrice Gimenez in this fun, lively conversation with our host Jay Berkowitz. Dive deep into the best tools for case management, the best strategies for law firm technology efficiency, and discover which popular legal CRM software will stop working in the next 24 months.

Timestamps:

●   00:04 - Introduction to Ten Golden Rules podcast

●   00:26 - Intro to Patrice Gimenez + check out the 2024 Business and Marketing Planning webinar

●   01:15 - Download the 2024 business and marketing planning workbook

●   02:08 - A look into Patrice’s background: Miami, the legal industry, & software development

●   05:26 - Discover the Rainmaker’s playbook with Steve Nudelberg

●   06:36 - The story behind Trialworks, a partnership between Patrice and Rob Steinberg

●   08:42 - The basics + benefits of using case management software for law firms

●   11:09 - Microsoft 365 moving to web-based solutions in 2024

●   14:29 - When to invest in a case management program + products to stay organized: Microsoft Planner, Clio, & MyCase

●   18:20 - Patrice’s Top 5 recommended legal technology solutions: Filevine, Smart Advocate, Assembly Software: Neos, ZenCase, Litify by Salesforce

●   19:50 - AI podcast interview with Filevine expert Dr. Cain Elliott

●   23:34 - Transitioning to her own consulting business + services offered – LegalPat.com

●   28:13 - The connection between intake and case management: Lead Docket & Intaker

●   30:53 - The importance of Google reviews for SEO optimization

●   34:30 - Advice from high school Patrice: be careful how you judge technology

●   36:44 - Productivity hacks and tools: Microsoft 365, Clockify, QuickBooks Online, Canva, Luminar AI

●   39:44 - Book, podcast, and YouTube recommendations

●   42:22 - Outro: contact Patrice at legalpat.com or connect on LinkedIn!

Book + Podcast Recommendations:

●    Never Split the Difference by Chris Voss

●    Start with Why by Simon Sinek

●    A Bit of Optimism with Simon Sinek

●   Tom Bilyeu’s YouTube

●    Impact Theory with Tom Bilyeu

●   Victor Antonio’s YouTube

●    Sales Influence Podcast with Victor Antonio

●   Dan Martell’s YouTube

●    Buy Back Your Time by Dan Martell

●    Growth Stacking Show with Dan Martell

●   The Nudelberg Daily Huddle with Steve Nudelberg

Mentioned Resources:

●   Subscribe to Ten Golden Rules on YouTube

●   Check out the 2024 business and marketing planning webinar

●   Download the interactive workbook for the 2024 planning webinar

●   Connect with Patrice Gimenez on LinkedIn

●   Connect with Ten Golden Rules on LinkedIn

●   Follow Ten Golden Rules on Facebook

●   Connect with Jay Berkowitz on LinkedIn

About Patrice Gimenez:

With over 23 years of experience in the legal industry, Patrice is an accomplished Information Technology Consultant. She specializes in assisting law firms of all sizes in selecting and implementing tailored software solutions to enhance productivity and efficiency. Throughout her career, she has played a pivotal role in introducing advanced technologies to drive growth and success in legal practices. As a former Chief Customer Advocate for a case management software company, she has a proven track record of boosting product adoption, improving customer satisfaction, and simplifying onboarding processes.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

About the Ten Golden Rules Internet Marketing for Law Firms Podcast

Join host Jay Berkowitz on an innovative journey through the world of digital marketing for the legal industry. With his expertise and passion, and world-class guests, Jay empowers legal professionals to thrive in the digital age. Explore topics like Search Engine Optimization, Google advertising, Artificial intelligence, intake strategies, content marketing, and other law firm growth strategies. Jay’s practical advice and industry expertise equip legal professionals to navigate the online world. This podcast is your invaluable resource for unlocking your law firm’s full potential. Get ready for an extraordinary adventure with Jay Berkowitz as your guide in the ever-changing realm of internet marketing for law firms. Your success story begins here!

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

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In this episode, Ten Golden Rules Founder, Jay Berkowitz, is joined by team members Alyssa and Ike to discuss how to build your 2024 business and marketing plan for Law Firms. Get a head start on a successful 2024, including how to set S.M.A.R.T. business goals, how to develop strategies to implement your plan, the importance of conversion tracking and competitor analysis, and a look into the benefits of utilizing the Entrepreneurial Operating System in your business strategy. Plus, Jay reveals the number one competitive advantage for law firms. Tune in to find out!

Timestamps:

• 00:04 - Introduction to Ten Golden Rules podcast
• 00:25 - 2024 Business and marketing planning post-webinar discussion with Alyssa and Ike
• 01:06 - Download your 2024 interactive planning workbooks
• 02:10 - The importance of early planning and implementation: a TGR case study
• 03:19 - Conversion tracking to assist in your 2024 planning 
• 06:28 - How to build your referrals by utilizing the $500,000 Referral Engine by Charley Mann
• 07:15 - When things aren’t going to plan, monitor key metrics: website visitors, leads, new clients
• 09:45 - Analyzing data to improve SEO and marketing efforts
• 11:01 - Using competitive analysis to access market share and identify areas of improvement
• 12:38 - The NUMBER ONE competitive advantage for law firms: Local Service Ads
• 16:42 - Discover the secret algorithm to rank at the top of Google Maps and LSAs
• 16:51 - Help! I’ve fallen and I can’t get back up training session
• 17:45 - Utilizing the Entrepreneurial Operating System for business success: designed by ‘Traction’ and ‘Get a Grip’ author Gino Wickman 
• 23:20 - 2024 planning webinar case study
• 24:45 - The importance of Google reviews and referrals
• 25:54 - Steps to take when you want to see change
• 28:30 - Internet marketing funnel initiatives to incorporate into your business plan
• 31:37 - Head over to tengoldenrules.com or check out our YouTube channel for more info
• 31:48 - Download your 2024 business planning workbook

Good Reads:

• What the Heck is EOS? by Gino Wickman
• Mastering the Rockefeller Habits by Verne Harnish
• Traction by Gino Wickman
• Get a Grip by Gino Wickman and Mike Paton

Mentioned Resources:

• Subscribe to Ten Golden Rules on YouTube 
• Check out the 2024 business and marketing planning webinar
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

About the Ten Golden Rules Internet Marketing for Law Firms Podcast

Join host Jay Berkowitz on an innovative journey through the world of digital marketing for the legal industry. With his expertise and passion, and world-class guests, Jay empowers legal professionals to thrive in the digital age. Explore topics like Search Engine Optimization, Google advertising, Artificial intelligence, intake strategies, content marketing, and other law firm growth strategies. Jay’s practical advice and industry expertise equip legal professionals to navigate the online world. This podcast is your invaluable resource for unlocking your law firm’s full potential. Get ready for an extraordinary adventure with Jay Berkowitz as your guide in the ever-changing realm of internet marketing for law firms. Your success story begins here!

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

In this episode, host Jay Berkowitz chats with Daya Naef, who specializes in coaching law firms after 16 years of practicing in construction law and litigation. Naef brings a wealth of knowledge and real-world experience as a former attorney, sharing insight on how to build your ideal practice and book of business while preventing burnout. They discuss the important strategies and techniques for driving traffic to law firm websites and converting that traffic into clients. Daya shares her insights on women in the legal field, building a network for referrals, and the necessary mindset for success. The conversation also explores the need for consistent client development, business planning, and collaboration within a firm. Tune in today!

Timestamps:

• 0:04 - Introduction and Welcome
• 0:43 - Importance of reviews and ratings
• 1:25 - Start your 2024 business and marketing planning now! 
• 2:10 - Implementing EOS with Gerardo Escalona + resources to learn more
• 3:17 - Introduction to Daya Naef: construction law, government consulting, and housing work
• 7:36 - Selecting clients in a Wild West economy
• 9:13 - Strategies for female business owners and attorneys
• 10:55 - Premier premonition analytics for law firms
• 12:33 - Strategies to utilize when venturing out as a solo attorney 
• 14:05 - Community involvement and career growth
• 18:50 - Personal branding and networking for females
• 21:23 - Help! I’ve fallen out of the top 3 of Google Screened and I can’t get back up: a webinar
• 22:06 - Challenges and opportunities for women in the legal field
• 25:45 - Building complementary relationships: a $500,000 referral network with Charley Mann
• 28:15 - Jay’s top 10 business book: Never Eat Alone by Keith Ferrazzi
• 29:42 - LinkedIn: the 24/7 networking event
• 31:31 - $4M of business through Business Network International
• 34:24 - Law firm growth and expansion/exit plans
• 37:10 - Pivoting careers and personal productivity hacks using Calendly
• 40:57 - Podcast and show recommendations: the Huberman Lab Podcast, Neil Tyra’s The Law Entrepreneur, 48 hours, 20/20, Only Murders in the Building
• 42:22 - Getting in touch with Daya on thesuccesspartner.com and LinkedIn

Good Reads:

• Traction by Gino Wickman
• Get a Grip by Gino Wickman and Mike Paton
• Start With Why by Simon Sinek
• Never Eat Alone by Keith Ferrazzi
• Designing Your Life by Bill Burnett and Dave Evans
• Futureproof: 9 Rules for Humans in the Age of Automation by Kevin Roose

Mentioned Resources:

• Check out Jay’s 2024 business and marketing planning webinar
• Contact Daya by email at [email protected] or by phone at 504.669.1020
• Follow Daya Naef on LinkedIn 
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Daya Naef:

Daya Naef, the driving force behind The Success Partner, specializes in fractional direction and business development services uniquely tailored for law firms. Drawing from the principles of Accomplishment Coaching, her approach encompasses life, leadership, and business coaching exclusively designed for lawyers, law firms, and entrepreneurs. With a focus on comprehensive professional development, Daya collaborates with legal professionals and entities, offering specialized training, business development, and dispute resolution services, particularly in construction law. Her expertise guides attorneys preparing for partnership and mid-career professionals seeking redirection, fostering a harmonious work-life balance. With licensure in both Louisiana and Michigan, Daya's commitment to the success of construction projects is evident in her streamlined and cost-effective dispute resolution services, reflecting a lifetime of immersion in the construction sector.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

https://www.tengoldenrules.com/

Facebook.com/TenGoldenRules

This podcast episode features a discussion between Jay Berkowitz and guest, Michael Coopersmith from Integrated Technology Systems, about Law Firm technology best practices and cybersecurity. Michael, an IT veteran in the legal sector, shares his experience and how it has evolved from simply keeping technologies running to securing them from ransomware attacks. The talk emphasizes the importance of staff training on cybersecurity, making informed choices on safe applications to use, and migrating to cloud-based systems. The host and guest both share their favorite business books, with Coopersmith suggesting 'The E Myth: Why Most Small Businesses Don't Work and What to Do About It' and the host praising 'Traction: Get a Grip on Your Business.'

Timestamps: 

• 00:03 - Introduction and Guest Welcome: Michael Coopersmith, CEO of ITS NYC
• 00:38 - Michael’s background + what led him to specialize in the legal space
• 01:20 - Importance of Cybersecurity in Law Firms
• 02:05 - Understanding Ransomware Attacks
• 05:11 - Preventing Data Breaches and Ensuring Safety
• 05:24 - Importance of Cyber Training
• 07:18 - Dangers of Free Software and Data Protection
• 09:26 - Best Practices for Law Firms in the Cloud
• 12:07 - Setting Up a Law Firm: Essential Components
• 19:34 - Personal Interests and Hobbies
• 23:05 - Recommended Business Books and Resources: E Myth by Michael Gerber
• 31:26 - Implementing the Entrepreneurial Operating System (EOS)
• 36:39 - Contact Information and Closing Remarks

Mentioned Resources:

• Good Reads:
• Traction by Gino Wickman
• You Can’t Teach Hungry and You Can’t Teach Vision by John Morgan
• Get a Grip by Gino Wickman and Mike Paton
• EOS
• Contact Michael by email at [email protected] or his website at www.itsnyc.com 
• Follow Michael Coopersmith on LinkedIn 
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Michael Coopersmith:

Michael Coopersmith has been a tech enthusiast since he started assembling stereo components and programming on the Commodore 64 when he was just a child. Now, he leads a team of experts as the CEO and head engineer of Integrated Technology Systems (ITS) NYC, which acts as an outsourced IT department for law firms, accounting & financial firms, real estate companies, and more. With a focus on hosting, cloud solutions, and robust backup strategies, Michael ensures business continuity and disaster recovery, exemplified by the remarkable restoration of all clients within a week post-Superstorm Sandy. ITS NYC's commitment to regulatory compliance, especially in HIPAA, coupled with cutting-edge tools for enhanced data control and security, positions Michael as a leader who empowers businesses to view technology as a strategic investment in productivity and efficiency.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

https://www.tengoldenrules.com/

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcasts review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

In this episode, host Jay Berkowitz sits down with Law Firm Alchemy Founder, Charley Mann, to discuss a half-million-dollar referral roadmap for core-values-driven law firm owners. Tune in to discover the the most clever referral building concepts, how to expand your network and build referral partnerships, and a guide to mastering your email and print newsletter marketing. Plus, Charley shares the framework for his 15-minute magic trick to make half a million dollars in just 15 minutes. You don’t want to miss this! 

Timestamps:

●       00:04 - Referral marketing for law firms: focusing on identity and leadership development

●       01:00 - Intro to Founder of Law Firm Alchemy, Charley Mann

●       02:23 - Great Legal Marketing mastermind Ben Glass

●       04:03 - History’s great entrepreneurs: Jim Rohn, Napoleon Hill, and Dale Carnegie

●       04:47 - The art of building referral relationships

●       07:52 - Overcoming imposter syndrome to build better  referral relationships

●       09:19 - Myth buster: Having one referral is enough

●       10:42 - The 15-minute magic trick: make half a million dollars in 15 minutes

●       12:32 - The importance of meeting with both competing and non-competing attorneys

●       16:25 - The first 7 minutes of meeting someone– listening and asking questions to build rapport

●       17:35 - Tips for booking the first meeting and identifying relationships

●       22:10 - Using Google Maps + contact research tool, Coldlytics, to identify relationships

●       23:35 - Recommended meeting agendas: what works for attorney Craig Goldenfarb

●       27:56 - Email marketing to drive traffic: consistency, frequency, and proximity

●       32:20 - Print newsletters and marketing for law firms

●       34:45 - Using in-house resources to enhance overall marketing

●       35:23 - Print mailer recipients + content to include

●       38:47 - Targeting related professions to build referral relationships via letters: what to include

●       41:07 - Get to know Charley Mann, former columnist for the Bleacher Report

●       43:44 - A man of many talents: leather working and woodworking

●       44:39 - Simplifying to-do lists using Things Three

●       45:02 - Productivity book recommendations: ‘Eat That Frog,’ ‘What the Heck is EOS?,’ and ‘7 Habits of Highly Effective People’

●       46:24 - Charley’s favorite YouTube show: Good Mythical Morning with Rhett and Link

Mentioned Resources:

●       Read Think and Grow Rich by Napoleon Hill

●       Read 7 Strategies for Wealth & Happiness and Twelve Pillars  by Jim Rohn

●       E - Myth, the entrepreneur’s roadmap

●       Dan Kennedy’s Magnetic Marketing for inbound lead and sale acquisition

●       Entrepreneur, best-selling author, and speaker, Seth Godin

●       Register for the Seven Figure Attorney Summit on April 11, 2024 with Goldlaw

●       Read Shoe Dog by Phil Knight

●       Get Charley’s referral playbook

●       Follow Charley Mann on LinkedIn

●       Connect with Ten Golden Rules on LinkedIn

●       Follow Ten Golden Rules on Facebook

●       Connect with Jay Berkowitz on LinkedIn

About Charley Mann:

Charley is a renowned entrepreneur and business coach working with law firm owners to transform their firms into lifestyle and wealth-generation vehicles. With over 13 years of working with law firms, including as President and lead coach for Great Legal Marketing, Charley is now the Owner, and Founder, of Law Firm Alchemy, a business coaching and training platform for law firms. His teaching expands beyond Law Firm Alchemy as host of ‘They Don’t Teach This in Law School’ podcast.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

https://www.tengoldenrules.com/

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcasts review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

Does your law firm have clear, defined goals for the next year and the next quarter? In this episode, host Jay Berkowitz sits down with the mastermind behind Elevate Business Coaching, Dominic Grew. Nominated as a top-five finalist in the Massachusetts Lawyers Weekly rankings in the Business Development Coach category, Dominic shares valuable strategies he uses with his law firm clients to set and achieve business goals. They’ll discuss the value of early planning, the process he uses to create successful business plans with clients, and what to look for in a great business coach. Tune in today!  

Timestamps:

• 00:48 - Intro to Dominic Grew, Business Coach for Law Firms
• 02:26 - Business and Marketing Plan webinar 2022 and 2023
• 02:43 - Attorney Bill Gerstein is already planning for 2024!
• 03:45 - Encouraging early planning: value, clarity and targets
• 06:00 - Setting realistic goals versus BHAG (Big, hairy, audacious goals)
• 07:04 - A simple, straightforward business planning process
• 08:49 - Turning plans into living, breathing actions: determining metrics to measure progress
• 11:37 - “What you measure gets attention and gets results,” a moto by Josh Nelson at Seven Figure Agency
• 13:12 - Using metrics as motivation
• 14:12 - Ten Golden Rules’ planning process: brainstorming, Rockefeller habits, and EOS
• 19:53 - What to look for in a great coach
• 24:40 - Seeking help from other professionals
• 26:24 - Top metrics to look for when evaluating your business plan
• 31:41 - Leveraging technology as a personal tool
• 33:15 - Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michaelowicz
• 36:48 - Podcast recommendations from Jay
• 40:37 - YouTube channels to watch: Jay Shetty Podcast
• 42:50 - Connect with Dominic Grew at Elevate Business Coaching

Mentioned Resources:

• Business leaders’ resources:
• Entrepreneur, investor and NY Times #1 Best Selling Author, Tony Robbins
• Serial Entrepreneur, Chairman of Vaynerx, CEO of Vaynermedia, CEO of Veefreinds and 5X NYT Bestselling Author, Gary Vaynerchuk
• Built to Last: Successful Habits of Visionary Companies by Jim Collins
• Podcast recommendations:
• The Advanced Selling Podcast with Bill Caskey and Bryan Neale
• Personal Injury Mastermind with Chris Dreyer
• For tennis lovers, check out Fuzzy Yellow Balls with Will Hamilton
• Contact Dominic at [email protected] or by phone at 857.272.6391
• Follow Dominic Grew on LinkedIn 
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Dominic Grew:

Dominic Grew is the Founder & Owner of Elevate Business Coaching. He founded the firm in 2019 when he saw a need in the marketplace that was not being met. As a former COO and industry outsider, he recognized that lawyers often receive little to no training on how to build, manage, and grow a law firm, yet their professional success is often dependent on mastering those skills. He asked, "How can I help these talented professionals develop the skills necessary to be successful business owners and firm leaders?" The answer was to customize coaching, training, and facilitation services to lawyers (and other highly-skilled professionals) and have them delivered by a team of seasoned, battle-tested business experts.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

https://www.tengoldenrules.com/

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

Thanks for listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcasts review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

“Love your team, love your people, and demand high performance,” a motto that leadership expert, Bill Biggs, stands by. In this episode, join host Jay Berkowitz for an action-packed conversation with special guest, Bill Biggs, as they discuss strategies for increasing case value through organizational design. Uncover the secret formula to assembling the perfect team, including the strategy Bill used to grow a law firm’s revenue an astonishing twelve-fold in just ten years. A renowned speaker at prestigious events like the Great Legal Marketing Summit and host of the Vista Law Firm Leadership Summit, Bill touches on the five essential components of organizational design that your company’s growth should rely on. You won’t want to miss this, tune in today!

Timestamps:

• 1:47 - Speaking at the Great Legal Marketing Summit and hosting the Vista Law firm Leadership Summit
• 3:55 - Increasing case value through attorney talent and reputation
• 7:35 - The importance of maintaining attorney-client contact
• 10:03 - Hiring and team-building strategies for success: “Love your team, love your people, and demand high performance.” 
• 11:23 - The secret formula to hiring the best team 
• 16:06 - Emotional and relational connections for committed employees
• 17:59 - Being a true believer in your clients 
• 19:30 - Fighting for You: A case study on Stephen Schwartzapfel
• 20:21 - Ownership mentality and defining culture in organizational design
• 24:37 - Using EOS (Entrepreneurial Operating System) to develop your org chart
• 28:24 - Selecting the right people for the right processes using standard operating procedures
• 30:15 - Leadership development and a company growth plan–what you need to know
• 34:47 - Knowledgeable experts: John Maxwell, Simon Sinek, amd Jim Collins
• 35:24 - Business planning and maintenance: Andy Bailey and Verne Harnish
• 38:49 - Don’t be a ‘country club attorney’!
• 41:42 - The 3 beliefs: purpose, each other, and clients
• 42:05 - Getting to know Bill Biggs on a personal level
• 43:36 - Personal productivity tools: Google Docs, Google Sheets, and Apple Airtags
• 45:39 - Podcast recommendations from a leadership expert

Mentioned Resources:

• Leadership resources:
• Multipliers: How the Best Leaders Make Everyone Smarter by Liz Wiseman
• Eight Steps of Leadership: An online course by John Maxwell
• Extreme Ownership by Jocko Willink and Leif Babin
• Radical Cantor by Kim Scott
• Crucial Conversations: Tools for Talking When Stakes are High by Joseph Grenny, Kerry Patterson, et al.
• Podcast recommendations:
• Charlie Man 
• The Earley Show with Attorney Chris Earley
• Jocko Podcast with Jocko Willink
• The Joe Rogan Experience with Joe Rogan
• Contact Bill at [email protected], or by phone at 979-219-1404
• Follow Bill Biggs on LinkedIn
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Bill Biggs:

A sought-after motivator and leadership consultant, Bill Biggs is the Chief Team and culture Officer for Pond Lehocky Giorano; President of Biggs & Associates; Special Consultant to Walter Clark Legal Group and Price Benowitz; and Leadership Strategist at Vista Consulting. As one of the nation’s most innovative thinkers in law firm leadership, Bill uses a unique perspective on culture to inspire and multiply leaders, reshaping firms across the country. And it doesn’t end there! Bill is the founder of the Law Firm Leadership Summit and the host of the ‘Transforming The Culture of Law’ podcast.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules

Have you noticed the increasing buzz for artificial intelligence (Ai)? In this episode, join host Jay Berkowitz in a fascinating conversation with Filevine’s head legal futurist, Dr. Cain Elliot. Discover the incredible Ai tools that can supercharge personal productivity, and gain valuable insights into the innovative law firm productivity products Filevine has recently launched. Plus, learn about Dr. Cain’s personal passion project, an Ai solution for immigration attorneys. Stay tuned to get to know Dr. Cain on a personal level, including business books that have shaped his journey, his favorite apps and productivity tools, his go-to videos, and his podcast recommendations. 

Timestamps:

• 0:35 - The Great Legal Marketing Summit with Dr. Cain Elliot
• 1:23 - Ai case management tool, Filevine
• 2:26 - Beginning with the basics: what is artificial intelligence?
• 4:40 - Hacking Google’s suggestive search
• 8:25 - Differentiating between artificial intelligence tools and products
• 10:43 - Ai tools for personal productivity: Google Workspace & Zoom
• 14:01 - Your one-stop Ai-powered legal tool
• 16:40 -  Ai in immigration law
• 19:07 - A multimodal approach
• 20:27 - Hobbies and productivity apps: Filevine, Discord, Slack, MIM
• 23:57 - Utilizing resources for information: Notion, YouTube, and Geoffrey Hinton
• 25:27 - Must-read business books
• 27:12 - Connect with Dr. Cain Elliot

Mentioned Resources:  

• Read about the Roman Empire
• The History of Work by Richard Donkin
• Filevine.com
• Twitter/X - Cain Elliot
• Connect with Dr. Cain on LinkedIn
• Connect with Ten Golden Rules on LinkedIn
• Follow Ten Golden Rules on Facebook
• Connect with Jay Berkowitz on LinkedIn

About Dr. Cain Elliot:

Dr. Cain Elliott is the Head Legal Futurist and a Senior Vice President at Filevine, the leading legal work platform for law firms and businesses across the United States and Canada. Cain develops solutions to bring Filevine to clients in a variety of professional services. He previously served as the CIO at Margolis Edelstein and taught philosophy at a variety of institutions, including the University of Pennsylvania, the Polish Academy of Sciences, and the University of Warsaw. Cain is a philosopher and technologist, skilled in knowledge management, leadership, and technology. His work happens at the intersection of innovation and best-practices. With a Doctorate in Philosophy (Ph.D.) focused on building, creating and finding new ways to learn, Cain advances a big-picture view on the future of legal work.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

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Join your host Jay Berkowitz and a panel of legal technology experts, including Patrice Gimenez, CRM and case management expert, Eric Baum, founder of Parrot, a company that uses Artificial Intelligence for court reporting and other legal tasks, Amir Sachs, a cyber security expert who protects websites from hackers, Ken Causey, with Longest Tail Ai, and Matt McClellan, the co-founder of Hona a client communications portal!

In this episode, you’ll uncover the newest technology for law firms, discover how to choose the right technology stack for your firm, learn how to leverage AI and machine learning to save time and improve skills, and how to protect your website and other digital properties from hackers and cyber attacks. You’ll also come away with actionable insights to maximize the efficiency and productivity of your firm as they discuss how to utilize technology to assist in project management and client communications through the automation of everyday tasks.

Take your firm to the next level with a powerful tech stack, listen to learn more!

Timestamps:

• 4:57 - The rise of artificial intelligence: Open AI ChatGPT
• 7:03 - Introduction to expert technology panelists
• 10:20 - Eric Baum with Parrot, AI-powered court reporting and transcription
• 16:42 - Co-Founder of client communications portal, Hona: Matt McClellan
• 30:01 - Selecting case management software with Patrice Gimenez
• 43:16 - Protecting your business from cyber attacks: Blue Light IT Founder Amir Sachs
• 47:58 - 2-Factor authentication and investing in a great MSSP
• 51:11 - Ken Causey, the visionary force behind Longest Tail AI: AI-powered SEO for lead generation
• 58:24 - Intaker, a law firm marketing automation tool
• 1:03:14 - Avoiding 2FA with Keeper Securtity 
• 1:09:29 - How to implement a new case management software
• 1:13:49 - Watch the video on YouTube here

Mentioned Resources:  

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Perfect your client communications using automatic updating software

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About Patrice Gimenez:

With over 23 years of experience in the legal industry, Patrice is an accomplished Information Technology Consultant. She specializes in assisting law firms of all sizes in selecting and implementing tailored software solutions to enhance productivity and efficiency. Throughout her career, she has played a pivotal role in introducing advanced technologies to drive growth and success in legal practices. As a former Chief Customer Advocate for a case management software company, she has a proven track record of boosting product adoption, improving customer satisfaction, and simplifying onboarding processes.

About Eric Baum:

Eric Baum, the visionary founder of Parrot.us, utilizes AI to revolutionize the legal landscape. With a passion for technology and a deep understanding of the legal industry, Eric pioneers innovative solutions, streamlining court reporting and other legal tasks. He is a driving force behind AI adoption in the legal field, focused on enhancing efficiency, accuracy, and productivity. As the driving force behind Parrot.ai, Eric reshapes how legal professionals approach their work, empowering them with cutting-edge tools for success in today's evolving legal landscape.

About Amir Sachs:

Amir Sachs, the innovative mind behind Blue Light IT, is a cybersecurity expert dedicated to protecting businesses from cyberattacks and online threats. His expertise in cybersecurity strategies, risk assessment, and incident response has earned him recognition as a top-tier cybersecurity expert. Amir leads Blue Light IT in developing advanced cybersecurity solutions, securing your digital assets, and ensuring your peace of mind in an increasingly interconnected world.

About Ken Causey:

Ken Causey, the visionary behind Longest Tail Ai, pioneers AI innovation with a focus on practical applications. With a career marked by optimizing processes, problem-solving, and driving business growth through AI, Ken is a sought-after expert. As the driving force behind Longest Tail Ai, he pushes the boundaries of AI capabilities, helping businesses thrive in a data-driven world.

About Matt McClellan:

As the innovative co-founder behind the game-changing client communications portal, Hona, Matt McClellan has revolutionized how organizations connect and engage with their stakeholders. Throughout his career, Matt has consistently demonstrated a knack for developing intuitive and efficient communication solutions that empower businesses to enhance client relationships and streamline interactions. With his visionary leadership and dedication to seamless communication, Matt continues to help businesses deliver exceptional client experiences and build lasting relationships in today's dynamic business landscape.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

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Linkedin.com/in/TenGoldenRules

Special guest Adam Boyd joins our host Jay Berkowitz. Get ready to dive into an insightful discussion about the intake process in a law firm. How to “win more clients… to bring in more cash… to grow their firm… to build a business…to stop being the product.”.

Timestamps: 

• 2:17 Increased customer acquisition, successful system; company sold.
• 3:21 Understanding marketing, trying to win business, referral patterns, expertise in customer conversion.
• 6:38 Communicate value to customers.
• 12:30 Seek assurances from advocates in time-sensitive situations.
• 16:39 Fear of niche markets loses big opportunities.
• 19:51 Speak at relevant events to address social issues.
• 22:20 Trial attorneys may be skilled, but problem-solving requires understanding others' perspectives.
• 25:56 Connecting with loss in messaging is key. Focus on avoiding loss to motivate action. 
• 28:16 80/20 rule: Connect with most personas easily.
• 31:02 Intake: crucial first contact with potential clients.
• 34:24 Persuading people to listen and understand before deciding.
• 37:41 Invest in traffic for quick business growth.
• 42:08 AI: A game changer for phone intake.

About Adam Boyd, Principal The Northwood Group

“I help attorneys win more clients… to bring in more cash… to grow their firm… to build a business…to stop being the product.”

Adam has over 15 years working with firms on sales growth. His expertise is deep in direct selling, sales management, and lead generation.

He’s consulted in over 20 industries, had an exit, worked in turnarounds, started a business from the ground floor, and had his share of failures. He’s cold called, sold to CEOs, built and managed campaigns, and led teams to set records.

He began his career as a high school English teacher and football coach.

He holds a BA from Rhodes College, and an MBA from the Acton School of Business. He lives in Austin with his wife, Erin, and their four kids.

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and in publications worldwide.

Facebook.com/TenGoldenRules

Linkedin.com/in/TenGoldenRules