In this episode’s discussions around the Community Table, recorded in person at the October 2025 ClioCon legal tech conference:

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Mentioned in This Episode:

Clio Capital

LawPay

Affirm buy now pay later

Sunbit buy now pay later

Highlights from ClioCon 2025

Clio

ClioCon 2026, Oct. 26-27, 2026

Today’s episode is about you and your mindset as it pertains to generating wealth through your business. Guest Lauren A. Klein was a corporate attorney when she came to a crossroads, would she follow the corporate path and accept a paycheck, or strike out on her own and build wealth on her terms.

She started by asking questions about how lawyers make money and build wealth. What does it actually mean to make partner at a firm? And she came to the conclusion that there had to be more, that she could do better on her own, knowing full well, as she says, running a law firm is “not for the weak of heart.”

In addition to driving the elder law and estate planning firm Flourish Law Firm she co-founded with her best friend, she’s also the host of the podcast “The Wealthy Law Squad.” She learned from corporate law that getting a salary and spending it on lifestyle isn’t wealth. Wealth is investing, creating tools that generate passive income, and building net worth. 

What can you invest in today that gives you the financial freedom to do whatever you want later? A “wealth mindset” is about creating freedom, not being chained to the golden handcuffs of a paycheck. What are you working toward?

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Mentioned in This Episode:

The Wealthy Lawyer Squad podcast

Clio

In this episode’s discussions around the Community Table, recorded in person at the October 2025 ClioCon legal tech conference:

Ask us anything for the Community Table. Leave us a question online!

Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern.

Mentioned in This Episode:

Highlights from ClioCon 2025

“Who: The A Method for Hiring” by Geoff Smart and Randy Street

Clio

ClioCon 2026, Oct. 26-27, 2026

AI helps us do a lot, and a lot faster. But there are still tasks that need the human touch. Guest Jens Erik Gould is the founder and CEO of the Amalga Group, a specialized staffing outsourcing service that helps tech and legal businesses (among others) find and employ cost-saving staffing services outside the United States but located close to the country, a function known as “nearshoring.”

With services available in Latin America, close to the United States, Amalga Group helps legal services providers and law firms with tasks such as record retrieval, paralegal services, discovery, transcription, and legal assistance. By employing teams in Latin America, employers get a similar time zone and a close cultural fit. 

AI is making great strides accomplishing routine tasks such as contract review, document retrieval, billing, and summarization. But AI can’t (yet) match the human capacity for making ethical decisions, understanding and solving nuanced problems, and finding creative answers.

Hear where Gould sees AI making gains and where it falls short and how law firms still need trained staffers to ensure accuracy and professional results, and how firms can adopt a hybrid model that leverages the capabilities of both AI and human near-sourced staffing. What will the new model look like, and how will successful firms meld tech and people? 

Ask us anything for the Community Table. Leave us a question online!

Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern.

Mentioned in This Episode:

Clio

Smokeball

Filevine

Westlaw

LexisNexis

Ray Kurzweil, “Singularity” books at Amazon

Forbes article

In this episode’s discussions around the Community Table:

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Mentioned in This Episode:

“Come up for Air,” by Nick Sonnenberg

Clio

How you appear on camera is how you appear to future clients. And today, you’re pretty much always on camera. Guest Kerry Barrett, an Emmy Award-winning television journalist, helps attorneys present their best self on camera, whether that’s on a Zoom call, on YouTube, or when being interviewed by a TV crew. Project authority, build trust, and attract high value clients through video. 

As Barrett says, that “little red light” can seem like the devil. It’s hard to avoid looking camera shy and stiff. But she taps into 20 years of on-camera experience to coach and guide attorneys. Being on camera doesn’t come naturally, it takes training and practice. 

Barrett’s lessons apply across the board, whether you’re a lawyer offering an expert opinion, a law firm marketer producing content, or an attorney coaching clients to appear on video in recorded depositions. 

Think it’s not important? The reality is that today we’re all pretty much on camera all day. You are how you look, and connecting with your audience matters. When the camera turns its eye on you, do you look genuine and engaging, or do you look like you’re reading a hostage note? Improving your video skills is no longer an option.

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Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern

Mentioned in This Episode:

“'I’m not a Cat': Lawyer Gets Stuck on Zoom Kitten Filter During Court Case,” The Guardian

Previous appearance on the Legal Talk Network “The Caitlin Clark Experience; Being a Camera-Ready Professional; and ‘Candid Camera,’” on The Legal Toolkit podcast

In this episode’s discussions around the Community Table:

Ask us anything for the Community Table. Leave us a question online,

Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern

Mentioned in This Episode:

InfoTrack

InfoTrack Legal Up 2025

Clio Legal Trends Report

Cliocon 2025

Did your firm “set and forget” its marketing strategy? Today’s marketing has evolved beyond Google ads and billboards. Finding new, niche channels can tap new markets. Imagine a firm still relying solely on a Yellow Pages ad, that would be crazy. Times change.

Guest Carrolee Moore is the CEO and chief strategist at the Podcast Pitching Society, a firm dedicated to matching experienced experts to influential podcasts hungry for guests. Connect to listeners in your target audience, listeners who don’t know (yet) that they want to work with you. And pay you. 

Moore helps clients stand out as thought leaders, experts, and trend setters. If you’ve been listening to The Un-Billable Hour (celebrating its 200th episode right here), you know the value of podcasts. Maybe you’ve been that captive audience listening on your commute or your morning jog. Learn to become a sought-after guest and to turn those appearances into revenue. 

These are tips some traditional marketing agencies don’t want you to hear. Don’t hide your business or your expertise. You have wisdom to share, so get out there and shout. Reach new audiences that want to hear from you and hire you.

Ask us anything for the Community Table. Leave us a question online

Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern

In this episode’s discussions around the Community Table:

Mentioned in This Episode:

Ask us anything for the Community Table. Leave us a question online

Join the next Community Table live. What’s on your mind?

InfoTrack

InfoTrack Legal Up 2025

Clio Legal Trends Report

Cliocon 2025

When running a law firm, it’s vital to know what’s important. Results? Production? Call it “everything.” When we explore the future of law, it’s important to talk about the whole picture. Today, that means AI, money, financing, and results. Guest Dan Lear, VP of Partnerships at InfoTrack shares his insights. 

It starts with understanding the “hemispheres” of the brain and understanding yourself and how you think. The world is moving from a “left brain” logical type of approach to a more holistic, creative approach, tapping unconventional, big picture skills. The narrow approach learned in law school and practiced in the past is due for an upgrade. 

There’s a lot going on. Will AI make you more productive, or will it jam you up? Understanding today’s legal landscape and the new era of work demands your attention. 

Lear digs into how fast things are changing. AI is rewriting the very tech we use, and you can’t escape it, only keep up. Take a new look at the future of work, and, equally important, the future of money, outside funding, and the practice of law as a business. 

Join the next Community Table live. What’s on your mind?

Mentioned in This Episode:

Clio legal software

Clio, Daily Matters, “Dan Lear, Chief Instigator of Right Brain Law” 

Avvo

Daniel Pink, author

Mycase

Smokeball

“The Free-Time Paradox in America,” The Atlantic, Derek Thompson

Books by Ray Kurzweil, Amazon

The Matrix, trailer

“The End of Lawyers,” Richard Susskind

Claude AI

“The Prize,” on Amazon

Legal Talk Network team