Harnessing AI in Law Firms: A Conversation with Josh NoffkeIn this episode of Your Profitable Law Firm Podcast, host Kelley Brubaker is joined by Josh Noffke, a practicing attorney, fractional CLO, and the founder of Brass Tax and Noffke Law. Together, they explore practical applications of AI in law firms, focusing on compliance AI workflows, inbox triage agents, and AI-powered data rooms for M&A deals.

Kelley and Josh also discuss the importance of actionable AI projects, essential guardrails, and quick wins for professionals.

This comprehensive discussion seeks to transform law firms with AI-driven strategies. Stay tuned for insights into AI confidentiality, custom-built GPT tools, and personal mental health.

🔥Interested in getting started with AI? Josh has a free offer to get you started on your AI journey! Building Bulletproof Prompts! Start Building Bulletproof Prompts That Deliver Every Time! Click here to get your free copy: https://stan.store/BrassTacksAI/p/get-our-free-guide-building-bulletproof-promptsConnect with Josh!

LinkedIn: https://www.linkedin.com/in/joshnoffke/

Facebook: https://www.facebook.com/noffkelaw

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Streamline Your Law Firm’s Expense Management with Smart Spend: Insights from Experts

In this episode, we're featuring a replay from an in-person user conference hosted by 8am (formerly Affinipay) in September 2025. Join the panelists as they talk about the benefits of 8am's Smart Spend product. The session covers how Smart Spend addresses key financial management pain points, including manual expense tracking, lack of spending controls, and financial visibility. Learn from real-life experiences and discover how to implement smarter spending strategies for better cash flow and profitability in your law firm.

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Maximizing Law Firm Growth with Data: Insights from Legal Experts

In this episode, we bring you an exciting replay from the 2025 8am user conference in Austin, Texas. Join Gabriela Cubeiro, SVP of Product at 8am, as she moderates a panel discussion featuring legal experts Kelley Brubaker, CPA and Fractional CFO, and Travis Easton, co-managing partner of Easton and Easton.

The panel dives deep into the concept of the data-driven law firm, discussing how leveraging data can drive growth and profitability. Key takeaways include identifying and tracking essential metrics, overcoming analysis paralysis, and balancing intuition with data. Whether you are a solo practitioner or manage a large firm, this episode offers valuable insights on transforming your legal practice through data. Don’t miss out on actionable advice to help you start measuring and improving your firm's performance today!

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Navigating the Solo Journey: Insights with Wendy S Meadows

Join us in this insightful podcast episode as we welcome Wendy S Meadows, family law attorney, coach, and author of 'Sparkle & Grit'. Wendy shares her journey from being a managing partner to going solo, discussing essential considerations like financial planning, client relationships, and maintaining a work-life balance.

We talked about overcoming burnout, the importance of a morning routine, and the cyclical nature of Groundhog Day in professional life. Wendy also introduces valuable resources like the Quick Start Calculator and Pause Time Playbook to help you on your solo journey. Whether you're contemplating going solo or looking to revamp your daily routine, this episode offers a wealth of knowledge and practical advice.

Connect with Wendy:

LinkedIn: https://www.linkedin.com/in/wendy-s-meadows/
Instagram: https://www.instagram.com/wendy_s_meadows/

Free Tool: Going Solo Simple Calculator
A simple and clear way for lawyers to see what they actually need to earn to build a sustainable solo practice. Fill in the highlighted fields and the calculator does the math.
Link: https://www.sparkleandgrit.com/going-solo-simple-calculator

Another Free Resource: Pause Time Playbook
A short guide to creating breathing room in your schedule so you can think and lead again.
Link: https://www.sparkleandgrit.com/playbook

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Legal Leadership: From Courtroom to C-Suite with Dan Cuneo, Esq. 

In this insightful podcast episode, we sit down with Dan Cuneo, Esq., the Chief Operating Officer of Malone Hatley PC, as he shares invaluable lessons from his 20+ years of experience in legal and executive leadership.

Dan's journey from a litigator to a COO is filled with strategic vision, operational excellence, and a passion for fostering innovation and high-performing teams. We talked about his approach to effective law firm management, the importance of listening and mentorship, and the philosophy of putting people first to drive organizational growth. Tune in for an engaging discussion that offers practical advice for legal professionals and business leaders alike.

Connect with Dan:

Website: https://www.melonelawpc.com/about/our-attorneys/dan-cuneo/

LinkedIn: https://www.linkedin.com/in/dan-cuneo-1142547/

Dan's TEDx: https://youtu.be/wD0LePaeBNc?si=IXS8-pCQApGZkcEI

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support podcast episodes. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Profit Leakage and Expense Management for Law Firms: Strategies and Best Practices

Join Kelley Brubaker, founder of Profit Scale Thrive, and webinar moderator Brittany Hoffmann as they dive deep into the crucial topics of profit leakage and expense management for law firms.

In this replay of a live webinar hosted by Above the Law and sponsored by 8:00 AM, Kelley shares hidden strategies and practical tips to ensure law firm financial health.

The discussion covers why profit leakage matters, common sources, strategies for better expense management, and practical takeaways to optimize firm profitability. Learn to transform overwhelm into confidence and create a thriving law firm.

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

 📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Insightful Conversations on Finance and Niche Marketing with Frank Rekas

In this episode, Kelley Brubaker interviews Frank Rekas, a well-known financial planner specializing in working with law firm owners. They discuss their professional backgrounds, the importance of niching in business, and share personal experiences about realizing the value of focusing on specific client bases. The conversation touches upon financial planning, risk management, and the crucial role of insurance coverage. Both Kelley and Frank provide valuable insights into the challenges and rewards of their niche markets, highlighting practical strategies for financial growth and stability.

Connect with Frank:

LinkedIn: https://www.linkedin.com/in/frankrekas/

Website: palmwealthpartners.com

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up

📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Finding the Right Financial Partner for Your Law Firm

In this episode of Your Profitable Law Firm podcast, host Kelley Brubaker addresses the most common questions law firm owners ask about choosing financial partners. Kelley covers various topics such as selecting bookkeeping services tailored for law firms, where to find outsourced bookkeeping help, cloud-based bookkeeping solutions, the importance of comprehensive financial reporting, and hiring CFO services that understand legal industry finances. Practical advice is given on evaluating potential financial partners to ensure compliance, clarity, and confidence in managing your firm's finances. Additionally, Kelley explains the significance of scaling financial systems to match the growth of a law firm and offers a free curiosity call to help firms determine their next best step.

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up📖

Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

AI and Legal Practice: A Conversation with Carolyn Elefant

In this episode, Kelley Brubaker welcomes Carolyn Elefant, owner of a 30-year-old law firm and the author of the long-running blog myshingle.com. Carolyn shares her experience in using AI to enhance solo and small firm practices and discusses the challenges and changes within the legal industry.

They also talk about the cautious adoption of new technologies like AI, Carolyn's recent conference on using AI in legal practice, and her journey as a columnist for Above the Law. Carolyn details her latest book updates and offers inspirational advice for those considering starting their own firms.

Connect with Carolyn:

• LinkedIn: https://www.linkedin.com/in/carolynelefant/
• Blog: https://myshingle.com/archives/
• Solo By Choice Book: https://www.amazon.com/gp/product/0940675358/
• AI Teach-In: https://myshingle.com/ai-teach-in-for-lawyers/
• Follow on Above The Law: https://abovethelaw.com/author/carolynelefant/

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up📖

Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Transform Your Legal Practice with Flat Fee Billing: Kelley's Guide

In this episode, Kelley Brubaker discusses the financial unpredictability of hourly billing in the legal industry and explores the cashflow advantages of flat fees. Using a case study of a family law firm, Kelley illustrates how transitioning to flat fee billing can lead to more predictable revenue, reduced administrative overhead, stronger client relationships, better team focus, and improved forecasting. She also outlines a five-step process for implementing flat fees, helping legal practitioners create a more efficient and profitable practice.

Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up📖

Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P

🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm

🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio

🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact

🗣️ Continue the discussion on social!

LinkedIn https://www.linkedin.com/in/kelleybrubaker/

YouTube https://www.youtube.com/@profit.scale.thrive

#attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits