Using Airtable Databases to Help Run a Small Law Firm (Jess Birken)

In this podcast episode, I had the pleasure of chatting with Jess Birken, a small firm law owner who specializes in helping nonprofits. As someone with an entrepreneurial spirit and a tech-savvy approach, Jess shared her insights on how technology has revolutionized her practice and how others can optimize their own businesses. One of the key topics we discussed was the use of Airtable, a cloud-based relational database, in Jess's law practice. She explained how she initially began using Airtable to keep track of her content marketing materials, but it quickly evolved into a comprehensive system that runs her entire firm. From client intake and project management to sales pipelines and business development, Airtable serves as the central hub for her practice. Jess also highlighted the importance of reducing touches, eliminating paper, and automating processes for maximum efficiency. Tools for automated scheduling, ActiveCampaign, and Slack are essential for running a small business successfully. By understanding the parameters of technology and having a supportive inner circle, Jess has achieved her goals and created a thriving law practice that serves her clients' needs. Tune in to the podcast episode to learn more about Jess's experience and discover how you too can harness the power of technology, like Airtable, to create a more efficient and successful practice. In this episode, you will hear: How Lawyers can leverage Technology to improve their Practices Airtable Usage in Practice Navigating a Non-Traditional Career Path How Jess Serves Small Non-Profits Air Table for Content Management Using Slack for Remote Work Chat GPT for Everyday Tasks Hiring Tech Consultants to Help with Airtable Resources from this Episode Birken Law (Jess's website) Click for a list of the Best Tech Tools for Lawyers Subscribe to: The 80/20 Principle Check out my Law Firm Systems Intensive Join: '80/20 Inner Circle' (valuable business insights for small firm owners) Read: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Get my new email course: ChatGPT for Lawyers (it's free) 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. Thanks to Our Sponsor 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. 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.com Let them know we sent you.