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Join us on a captivating journey as we dissect the ABA Opinion 506 on non-lawyers in the sales and intake process. Listen in as we break down the implications of this opinion in a way that's easy to understand and practical to apply. We'll explore the importance of understanding and adopting best practices to ensure your firm's growth while maintaining ethical standards.
We also discuss the ethical obligations of lawyers when it comes to non-lawyer assistance and we unpack the intricate details of rule 5.3 and its impact on your legal practice. Additionally, we look at the role of non-attorney salespeople, examining their tasks and responsibilities in light of the ABA Opinion 506. We emphasize the importance of clear guidelines and boundaries to ensure they do not stray into unauthorized practice of law.
Tune in and equip yourself with the knowledge to navigate this complex aspect of legal practice.
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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 I sent you.
We're celebrating our 100th episode and two-year anniversary of Your Law Firm is a Business. Take it to the Next Level, and we're incredibly grateful for the support from all of our listeners! To show our appreciation, we're joined by Corine Rogers, the problem solver extraordinaire at Streamlined Legal, to answer some great listener questions that have come in. Listen in as we discuss the challenges and rewards of growing a law firm and how to navigate the new obstacles that come with it.
Growth presents new challenges, but that's a sign of progress. We discuss how some aspects of running a business may get easier with repetition, but new levels of growth often bring new difficulties. Just as with parenting, we find that in business, it's not necessarily that it gets easier, but rather a different type of hardship. We also explore the importance of having team members who are motivated to challenge themselves and grow with the business and the need for holding people accountable with objective measures and metrics.
Finally, we touch on the importance of understanding and utilizing the software at our disposal and how it can help us manage our growing firms more efficiently. We discuss the challenges of outgrowing software and how to approach making changes to your processes and systems to avoid having to switch to a new platform. So, tune in and gain valuable insights as we share our experiences and advice on taking your law firm to the next level!
Show Highlights:
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.
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ACTION STEPS:
Yes! — we always want to leave our listeners with some ACTION STEPS. And today it’s easy! When you’re done listening today, hop back into your podcast app and grab that episode that we mentioned today that caught your attention, and give it a listen to take your firm to the Next Level. ***
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 I sent you.
In this engaging episode, we explore how AI can help law firm marketers become more efficient and effective. We discuss different ways to incorporate AI into law firm marketing, covering the caveats and warnings of using AI, use cases of using AI safely for marketing, and specific examples of how to speed up content research and content outlines. We also touch on how Google is making fast tweaks to the way they handle AI and what they consider quality content, as well as the adjustments they have made to their Quality Radar Guidelines.
Finally, we take a look at specific examples of how AI can be used to generate posts for Google business profiles as well as other social media posts. We talk about AI tools that can help repurpose and repackage content, as well as use AI to learn when your audience is most active and what hashtags they use. Additionally, we cover tools such as chat GPT and Publr which can help create social media posts and suggest images.
Listen in as we discuss the difference between Google indexing and email marketing and how AI can help with creating emails and split testing.
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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.
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Large Language Model AI Tools:
ACTION STEPS:
EXAMPLE PROMPTS DISCUSSED ON THE PODCAST:
To draft Content with Suggested Links/Citations, make sure the prompt contains these 4 parts:
Example: “You are a writer for my law firm’s website, in charge of marketing our services via educational content. Please describe the impact of a sexual harassment claim on the victim's lifetime earnings. Please maintain professionalism, and cite your legal sources, but express empathy for the victim and their circumstances. The aim of the content should be for other victims to contact our firm.”
Please verify all sources!
CREATE CONTENT OUTLINES FOR LONG TOPICAL PAGES (SEO Friendly)
You will get a list of detailed topics to choose from for an outline for your page. Then for each sub-topic, you want to include on your page:
Now use your knowledge and your own words to flesh out each outline, and be sure to include some of the keywords and long-tail phrases in your copy. You could record a video talking through it and send it to a copywriter too. ***
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 I sent you.
In this episode, we tackle the vital topic of protecting your law firm's website from being stolen. Listen in as we break down the concept of an internet domain, the importance of domain name servers (DNS), and website hosting. It's essential for business owners to understand these basic internet concepts to prevent website loss and ensure smooth operation. Plus, we celebrate approaching our 100th episode and ask for your help spreading the word!
We also explore the process of determining who owns a law firm's website and the necessary steps for transferring domain ownership. Learn about the importance of knowing where a domain is registered and how to use the “Who Is” tool to find out. We discuss potential complications that can arise when dealing with an agency that won't let go of the domain and the need to be mindful when creating a new domain to avoid SEO issues. Discover why it's crucial to separate domain ownership and hosting.
Finally, we emphasize the importance of separating your domain name server from your website host for added security and faster loading times. Discover how using Cloudflare for hosting DNS can cache images for quicker loading times and increase your website's security. Don't miss this essential episode for ensuring the safety and success of your law firm's online presence. And as always, thank you for your continued support and for helping us reach our goal of 200 more listeners before our 100th episode!
Show Highlights:
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.
Supporting Resources:
ACTION STEPS:
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 I sent you.
Is managing your law firm's email inbox taking up too much of your time? Are you constantly juggling court filings, client communications, and incoming leads from website forms or answering services? In this episode, we tackle these challenges head-on and provide practical solutions to streamline your email management process.
We kick off by discussing how to use email filters and rules to ensure the right person receives the right information at the right time. By automating these processes, you'll no longer be overwhelmed by unread emails and can focus on more important tasks. We also explore the world of Zapier – a powerful tool that can help you gather information from website forms and answering services directly into your intake software without lifting a finger.
Lastly, we emphasize the importance of delegating tasks such as setting up filters and rules to a trusted team member, freeing up even more of your time to focus on growing your practice. Don't miss out on these valuable insights designed to help you conquer email management once and for all. And don't forget to subscribe and leave a review to help us continue spreading our message to more law firm owners like you.
Show Highlights:
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.
Supporting Resources:
ACTION STEPS:
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 I sent you.
Are you ready to hit the road or take to the skies but not sure how to make the most of your journey? Fear not, fellow travelers! We have got you covered with our top travel tips and tech hacks to make your trips efficient, enjoyable, and stress-free.
We start by discussing the importance of lightweight laptops and tablets, such as the Apple MacBook Air and iPad Air, for staying productive on the go. Then, we share our favorite travel accessories, like noise-canceling headphones and tech pouches, to keep you organized and in control. And that's just the beginning! Discover how using digital boarding passes, Apple CarPlay, and rideshare apps can make your travel experience as smooth as possible.
Learn how to maximize your travel efficiency and convenience with personal and business profiles for Uber and Lyft, offline Google Maps, and even investing in high-level credit cards for access to airport lounges and other perks. Trust us, you won't want to miss these essential tips and hacks for your next adventure.
Buckle up, and join us on this informative and entertaining journey!
Show Highlights:
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.
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ACTION STEPS:
***
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 I sent you.
No matter the industry, AI has been the topic of many conversations lately. We aren’t sure what it is, how to use it, if it’s beneficial, or if it’s a threat. We held out on talking about it on the podcast because we like to be able to provide action steps to take law firms to the next level. We have now tested the use of AI at GNGF and finally feel confident to share what we have learned and what AI features we are leveraging across our agency to help our clients.
We are coming up on our 100th episode and second anniversary of Your Law Firm Is a Business – but we need your help. To celebrate, we want to add another 200 unique new listeners before we reach our 100th episode. You can help by sharing our show on social media and tagging us or leaving us a review on your podcast platform of choice. If we hit the goal, we will provide fun giveaways, including things from some of our tech tips episodes.
Show Highlights:
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.
Supporting Resources:
Social Media AI Prompt
[FIRM NAME] is a law firm practicing [TOP LEVEL PRACTICE AREAS] in [CLIENT LOCATION/AREAS OF SERVICE]. Act as their digital marketing expert. Write [NUMBER OF POSTS] different [NUMBER OF WORDS] captions about the practice [PRACTICE AREA SUBJECT FROM AM] for my social media posts. Include a call to action to contact the firm at the end of the caption.
ACTION STEPS:
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 I sent you.
When your firm receives a call, how is it handled? Does it go to an automatic receiver, or does a receptionist answer it? What is the conversation like? Do you think your firm makes a good first impression, or do you lose more potential clients than you gain?
In this episode, we have a conversation with Maddy Martin, the Senior Vice President of growth at Smith AI. Smith AI is a 24/7 customer engagement platform best known for virtual reception and outreach. Maddie is a nationwide speaker that's been recognized over the last six years for providing CLE on law firm communication and growth.
Listen in as we discuss the top mistakes to avoid when outsourcing your first impression.
Show Highlights:
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.
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ACTION STEPS:
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 I sent you.
In this episode, we have Marissa Portuondo from streamlined.legal to discuss one particular firm's journey to improving its intake process. The case studies involve real, small to mid-sized law firms that were struggling with their growth, intake, employee management, and more. With streamlined.legal’s help, these firms have been able to take beneficial action toward success, and we are now able to learn by hearing about their progress.
We are coming up on our 100th episode and second anniversary of Your Law Firm Is a Business – but we need your help. To celebrate, we want to add another 200 unique new listeners before we reach our 100th episode. You can help by sharing our show on social media and tagging us or leaving us a review on your podcast platform of choice. If we hit the goal, we will provide fun giveaways, including things from some of our tech tips episodes.
Show Highlights:
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.
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ACTION STEPS:
MARISA:
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 I sent you.
In this episode, Mark talks about one of the most mission-critical systems for any law firm - email. Email is a system that doesn’t get the respect it deserves and is often overlooked. However, there are some things to consider before diving into using email in your law firm. Mark shares all the important information you need to know before setting your business up in an email system to ensure it works for you.
We are coming up on our 100th episode and second anniversary of Your Law Firm Is a Business – but we need your help. To celebrate, we want to add another 200 unique new listeners before we reach our 100th episode. You can help by sharing our show on social media and tagging us or leaving us a review on your podcast platform of choice. If we hit the goal, we will provide fun giveaways, including things from some of our tech tips episodes.
Show Highlights:
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.
Supporting Resources:
ACTION STEPS:
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 I sent you.
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