Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community Table

In this episode’s discussions around the Community Table: Grappling with a marketing refresh? Start with understanding you are an experiment of one. Asking someone else what’s working for them is a doorway to blind alleys. There is nobody just like you, so explore all options, ask yourself what you want to get out of it. You can’t copy what someone else does. Learn and live “The Five Commandments of Marketing.” Have a call to action, know what you want to get back for the marketing spend, evaluate your results, learn from the outcome, and commit to the full process (don’t skip a step). Hiring a marketing agency is tricky. Manage the agency. Don’t let them take over. Hold them accountable with weekly meetings and reports. Make sure the agency has worked in your field and knows your market. Understand where your money is going, what amount of your spend buys marketing and what pays the agency. Mentioned in This Episode: Cliocon 2025 Seth Godin Legal Marketing Blog Seth Godin previous appearance on Legal Talk Network’s “New Solo” podcast, “What New Solos Can Learn From Han Solo” Ask us anything for the Community Table. Leave us a question online Join the next Community Table live. What’s on your mind?

Not too long ago, law firms were discouraged from using trade names and “branding” themselves. But the world has changed, and branding today is a key part of your success. Is it time for your firm to get serious, or even consider a “rebranding?” Guest Jim Heininger, “The Rebrand Man,” founded and leads the firm Rebranding Experts. He is an experienced, highly successful brand consultant and brand activator. Branding, he says, is your strategic business accelerator, a “jet pack to success.” Don’t confuse branding with marketing. It goes deeper. Who are you? What’s your culture? What do people think about when they hear your firm’s name, and what do they expect from you? Hear how far you can go with your brand (and how far you should). Whatever you do, take a few minutes to soak up this insightful consultation with a branding expert who will get you thinking about who you are, what you stand for, and everything from your firm’s name to your message and culture. Mentioned in This Episode: “Jim Heininger: The Art of Rebranding,” YouTube “Your Rebranding Launch: Not The Finish Line But The Starting Point,” by Jim Heininger, Forbes Bravanti The Un-Billable hour podcast website Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: An attorney realizes she’s waited too long to fire someone and knows there may be repercussions. But sometimes, the cost of keeping a problematic employee outweighs the consequences of letting them go. What’s best for the firm? What if you can’t fill the position and work piles up? Nothing stays the same, even in marketing. Attorneys question the value of “pay per click” online advertising. Hear what firms are seeing, especially in Google ad words. Is the “golden age” of pay per click over? As rules change, you are one algorithm change from trouble. Communicate with your marketing team and diversify. Imagine if you had to move to a new city, or if you simply wanted to. If it’s not a corporate gig, and you’re hanging out a shingle, it takes some work to ramp up. Network, network, network. Develop a marketing plan that ensures your name gets out and clients can find you. Cliocon 2025 Ask us anything for the Community Table. Leave us a question online Join the next Community Table live. What’s on your mind?

It’s tax time. No, we’re not referring to a specific date. For your business, every day is tax time. Guests Jackie and Adam Williams are married and co-own Pennywise Tax Strategies, a firm focused on helping small businesses navigate tax codes to keep more of their hard-earned money. Jackie Williams is a CPA and veteran tax specialist, and Adam Williams is an attorney and serial entrepreneur who became frustrated with large tax bills. Managing a business and your business taxes is more than handing over a stack of receipts to an accountant once a year. Many business owners don’t know enough about the tax system and miss opportunities to maximize earnings through intentional tax strategies throughout the year. Look at the future, not the past, when you think about taxes. Payroll, cash flow, metrics, records all matter and all fit together every day, not just at the end of the tax year. This requires a shift in your mindset. Keep more of your money, reinvest it in your business, and get more out of life. Tax strategy is not just for billionaires, it’s for you. Understand incentives baked into the tax code and how you can use tactics including the switch from sole proprietor to LLC or S Corp structures. Think this isn’t for you? Wait until you hear how much money, real money, you can save. Hear the actionable things you can start doing today. Mentioned in This Episode: The Un-Billable Hour podcast website Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: PLA? Professional law firm administrators. What you need to know and what they do. It’s not an office manager and it’s not an administrative assistant. Hear why you might need a PLA. As your firm grows, are you spending more time “running the business” than attracting clients and winning cases? Maybe you need a PLA. While we’re at it, how about a non-attorney salesperson. Someone who is passionate will build your firm beyond simply sales. Propelling your brand is as important as getting a signature on the dotted line. Compensation, goals, motivation, there are so many factors. Understanding the difference between “wealth” and “money” is critical to your business. Money spent builds client lists (SEO, advertising, Google ranking), but building a referral network through a solid reputation builds wealth that never stops. One takes cash, one takes time, effort, and commitment. 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? Association of Legal Administrators Clio Legal Trends Report Clio Cliocon 2025

We all try, but who really measures? Who’s paying you on time? If you don’t know, it’s hard to know if the business is working. It comes down to cash flow. And, frankly, lawyering is a business. Guest Karl Maier is a CFO and a business advisor at Abunden. He specializes in helping growing business manage systems and cash flow and putting it all into measurable terms. As you grow, you must know if the cash flow is growing. Maier helps businesses spot problems they aren’t facing today but may need to confront six months down the road. A growing business can appear profitable in the short term and still face a cash flow problem down the road. Paying staff and keeping the lights on as you grow requires cash and timely client payments. It’s a delicate game. You need to be sure clients are paying, and sometimes that’s elusive. If you’re a growing firm, or you want to be a growing firm, this episode will get you thinking. And it should. Nobody gets excited about spreadsheets – especially lawyers – but if you’re intent on growing your business, you must do this. Mentioned in This Episode: The Un-Billable hour podcast website Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: Getting the most out of your next networking event means actually networking with new people, not simply socializing with the people you already know. It’s OK if you don’t love networking events, but you do need to go to them. Your next networking event starts before you get to the door. Do some research, get in touch with the leaders of the program prior to the day. Introduce yourself in an email and let them know how eager you are to meet them and others. Consider making your own name tag, something that clearly communicates who you are. Maybe even wear a distinctive article of clothing, something that makes it easy for others to remember you. “She always wears yellow,” or “He has the red pocket square.” (And please, carry business cards!) Knowing how to network isn’t a given. If you’re in a leadership position at your firm, take a moment to teach younger associates how to work the room and develop connections. They don’t teach this in law school. Mentioned in This Episode: USA 500 Ms. Esquire Ask us anything for the Community Table. Leave us a question online Join the next Community Table live. What’s on your mind? Clio Legal Trends Report Clio

Don’t think of December as the end of the year. Think of it as a chance to plan ahead for an exciting, purposeful, and opportunity-filled new year. Guest Andrea Liebross is the founder of her own firm, Andrea Liebross Coaching. She believes setting and achieving big audacious goals are best tackled through the implementation of solid systems, real goals, and the right (and ambitious) mindset. Are you getting where you want to go? Too often, we set our own limits. We stay safe and we stay small. We do things the way we’ve always done them because it’s safe. Hear how setting “big” goals and stretching your thinking helps you become “future you.” Give yourself permission to find out what you really want and where you want to be. And then make a plan to get there. Learn about Liebross’ “Think Big Toolkit” and the five components that can help you become “future you.” Don’t wait for things to happen to you, make the things you want happen. Mentioned in This Episode: “She Thinks Big” by Andrea Liebross Podcast “She Thinks Big” Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: New year, new plan. And that’s the key: plan. Don’t stumble blind into 2025, instead hear what the experts say about reviewing the previous year and setting goals for the new one. Don’t keep doing the same thing and expecting different results. Sometimes your ship needs a rudder. If you need a COO, an “executive officer,” to manage the practice, part-time help is available. Experienced administrators take a load off your shoulders and teach others how to set a course and get where you want to go. What to do when an associate can’t manage retainers and payments? Being a good lawyer is only part of the job, making sure the firm gets paid is the other part. Sometimes an associate isn’t good at communicating financial information with a client. But if you’re a business owner, you have a responsibility to make sure the firm makes money. Mentioned in This Episode: Association of Legal Administrators Ask us anything for the Community Table. Leave us a question online Join the next Community Table live. What’s on your mind? Clio Legal Trends Report Clio Cliocon 2025

Guest M.C. Laubscher is the founder of Producers Wealth and an author, speaker, and podcaster who aims to help business owners create and build wealth for themselves, their families, and their team. How do you look at the path to building your firm and your wealth? It’s not intuitive. It takes thought, effort, and time. How’s your cash flow, and how much time do you spend thinking about it? Sometimes as a business owner you get so caught up in the day-to-day that you may not be spending enough time working on your financial picture. Hear how finance, scale, and cash flow management can build your business. And make no mistake, a law firm is a business. Hear about the small things you can do within your business that make your business work for you. There may be no greater return than investing in your own business. Never doubt what you can do if you believe in yourself and your business. Hear how you can allocate capital more effectively for greater returns from your own business. As Laubscher says, “You don’t have to be a Rockefeller to do what the Rockefellers do.” Mentioned in This Episode: “Rich Dad, Poor Dad,” by Robert Kiyosaki “Loan on a Life Insurance Policy,” Investopedia Producers Wealth, Un-Billable Hour page “Get Wealthy For Sure” by M.C. Laubscher, free with paid shipping Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: There’s a time to take stock and reset. Understanding what you value and your internal motivations will help you guide your law firm’s growth. Think about what gets you out of bed and into the office each day. For most, it’s more than money. Know the difference between growing and truly building. Purpose and intentional goals matter more than billing. It’s the holiday season, and who doesn’t want to take off work for an extended period to be with friends and family. But for law firm owners and leaders, the question is how? Set the pieces in place that will allow you to turn over the business to employees, such as an established chain of command and communication expectations. Try a test period to see how things go when others have to step up and run the office. And finally, let’s talk about recognizing and coming to grips with “red flags” from a job candidate. Sometimes … you just know. 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? Clio Legal Trends Report Clio Cliocon 2025

In this episode’s discussions around the Community Table: Returning Guest Danielle Hendon, CPA, founder of 4 Corners CFO, explores what lawyers and law firms should, and should not, be doing in the fourth quarter of 2024. Learn the common mistakes firms make as the year winds down. Take the time to understand the story your business “numbers” are telling you. Do you see where your business is going and what you should be thinking about as you forecast for next year? Be intentional about your growth. Don’t let things “happen to” your firm, make them happen. It’s OK to spend as needed at the end of the year, especially if you’re thinking of taxes. But you’ve got to be looking ahead, too. What’s important, how do you manage a budget, understand what’s budgeting and what’s forecasting? Don’t spend just for short term tax advantages, plan for the unexpected too. Mentioned in This Episode: Danielle Hendon, previously on the Un-Billable Hour, “Is Your Small Firm Missing A Chief Financial Officer? Rent One.” 4 Corners CFO, “A Framework to Reveal Your Path to Profit” The Un-Billable Hour, Legal Talk Network Quickbooks Clio Legal Trends Report Clio Cliocon 2025 Join the next Community Table live. What’s on your mind?

Let’s talk about technology and how it fits into your practice. Fact is, the old yellow pad and document boxes are no longer your friends. Your clients expect you to use technology to be more efficient and effective. Guest Richard “Rich” Dukes Jr. has gone paperless. So has his entire South Carolina law firm. Today’s tech drives efficiency whether that’s in document review, witness preparation, or even courtroom presentation. Hear how Dukes evaluates each evolution of tech tools, how he decides if they will truly elevate his productivity, and how easy they will be to introduce to his colleagues and incorporate them into his practice. Time is an attorney’s most valuable commodity. Technology can give you more time. Coming next, AI. Dukes has some ideas of where artificial intelligence may upend the next generation of legal tech tools. Put down the pen and pad and start working smarter today. Mentioned in This Episode: Notability TrialPad OpenAI Perplexity AI Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: Growing pains. As you bring on new clients, it can be hard for an overburdened team of lawyers and paralegals to manage client communications. Hear how texting can help bridge communication needs, how a virtual receptionist can fill gaps, and how a standing schedule of update calls and a task assignment system can ensure clear communications between lawyers and clients. ·What is the “rhythm/parking lot” method for managing client communications? Combined with allowing clients to schedule their own appointments online and chat functions, this system can take pressure off your staff. Be honest and direct with your clients. Set expectations and ask clients if your expectations and theirs align, so they know how the case will proceed. And if a client “emergency” arises, be sure your staff asks the right questions and fully understands the situation so they can provide clear details to the attorney. Mentioned in This Episode: Clio Legal Trends Report Clio For Clients app Cliocon 2024 (discount code, “actfast”) Google Chat Vonage Join the next Community Table live. What’s on your mind?

How are you doing? Not you, personally, your business. Do you know? Because many small businesses, including small law firms, don’t have a true CFO, someone who doesn’t just do your taxes, but who helps you understand your business, your bottom line, and your future. Danielle Hendon is the founder and CEO of 4 Corners CFO, bringing the benefit of “big business” financial analysis to entrepreneurs and business owners at a cost they can afford. She and her firm are “fractional CFOs,” providing the analysis and planning you need to stabilize your business, develop consistent revenue models, and grow with a goal in mind. Hendon helps businesses, like yours, evaluate where they are, how things are doing, what your “real profit” is, and how to set and move toward goals. Allocating overhead, hiring, understanding gross and net profit, and growing with purpose is all doable. Hear about “bottom-up budgeting,” understanding cash flow forecasts and how a CFO, even a part time CFO, can help spot red flags and build the pillars that will lift your business. Mentioned in This Episode: 4 Corners CFO Join the next Community Table live. What’s on your mind?

In this episode’s discussions around the Community Table: Adding a Customer Relationship Management (CRM) program for your law firm? Hear the struggles one small firm is facing as it looks to automate CRM duties. Start with knowing what you need, how you’ll keep up with clients and follow up on leads. Software is just a tool. Without a plan, it’s useless. Start with a “sequence of contact” (and no BS). “Misfiring” when you hire a new associate can be a headache (and expensive). How do you make sure it’s a good fit before you hire, instead of learning you made a mistake later? Treat recruiting as marketing. Start with a clear message. Know what you want and tell people. Are you offering discounts? Here’s the thing: people don’t always want discounts; they want value. A good deal isn’t about money, it’s about service. Give clients more, don’t charge less. Make them feel special. (Do you know what a lagniappe is?) Mentioned in This Episode: Constant Contact Hubspot Zoho CRM Keap Clio Grow Lawmatics “Origin and Meaning of the Word Lagniappe” Join the next Community Table live. What’s on your mind?

In this special, high-energy episode, we’re getting down and dirty and talking about fixing your firm. Consider this is a “visit to the doctor.” What’s ailing your firm? Guest RJon Robins is the founder and CEO of the firm How To Manage A Small Law Firm. He fixes things. Get real about the cost of client acquisition, marketing, revenue building, financial control, and finally your life as a business owner. Start with knowing that when you hang out a shingle, you run a business. You just happen to be a lawyer. Lots of lawyers have gone through what you’ve gone through. How do you turn your passion for the law into a profitable business? Hear how you can focus on the fundamentals of running a real business. Law firms are simple, at their core. Don’t overthink it. Lawyers have been running businesses for a thousand years. Learn the core nuggets that will drive your business. No fads, just the honest realities of business. No excuses. Learn how your firm can serve you, instead of you sacrificing for your firm. Get fired up, take charge, and get ahead. Mentioned in This Episode: Join the next Community Table live. What’s on your mind? Profit First for Lawyers, by RJon Robins RJon Robins Podcast How To Manage A Small Law Firm, Free Resources

In this episode’s discussions around the Community Table: A firm owner dealing with discipline problems stemming from her firm’s understaffing is frustrated. Feeling they have the upper hand, some employees are taking advantage of the situation. How can the owner regain control? What’s the best way to staff up? In-office, remote, or even offshoring some tasks? Christopher and guest Joey Seeber of Level Legal share tips about building a team, from in-house to offshore. An attorney wants to know if he should borrow to expand his firm in a competitive market. It’s OK to borrow money, but only if you start knowing how you plan to pay it back and what you expect in return. Evaluating the results of an affinity or educational marketing plan when there’s no direct call to action. It all comes down to new client acquisition and the Five Commandments of Marketing! Mentioned in This Episode: Legal Soft Join the next Community Table live. What’s on your mind?

Law firms often focus on revenue generation, client retention, and financial performance. But guest Tracy LaLone says true success is driven by the (very real) people who work at the firm. Firms that fail to engage and recognize their people, she says, can never reach their full potential. LaLonde is a corporate trainer who focuses on engagement within law firms. She has more than 30 years’ experience in corporate training and helps firms focus on the involvement, commitment, and enthusiasm workers feel for their workplace. Surveys show only 30% of American workplaces are considered “engaged.” So, there’s room to grow if you know how important engagement is to your firm’s success. How eager are employees to get to work each day? How valued do they feel? Are you focusing on billable hours at the expense of your team’s wellbeing and sense of purpose? LaLonde explains how she targets law firm burnout and underperformance through her Hierarchy of Engagement, a pyramid of workforce factors including pay, performance, and perks; work/life balance; and a shared purpose. Learn key tips you can put to work at your firm today to nurture engagement and achieve peak performance. Mentioned in This Episode: “The Joychiever Journey: Evade Burnout, Surpass Your Goals and Out-Happy Everyone” by Tracy LaLonde Joychiever Hierarchy of Engagement Joychiever Quiz: Are You a Good Manager? “First, Break All the Rules,” and other titles from Gallup ALM Join The Un-Billable Hour Community Table

In this episode’s discussions around the Community Table: A lawyer who’s falling behind wants to know why her leads are down. Should she focus on “branding” or “marketing,” and what’s the difference? While they are both part of attracting new business, they aren’t one in the same. Branding is important. Be authentic. Who are you? What are your values? You can’t fake it, you live it. And you don’t make it up as you go, you intentionally think about who you are and develop a consistent look, tone, feel, values, and mission across your firm. Messaging, marketing, and a clear call to action is something different. It costs money. Pay per click, local service ads, billboards, and more are about delivering a compelling message that drives potential clients to call you. Learn the “Five Commandments of Marketing.” Mentioned in This Episode: “Getting Started With Local Service Ads,” LSA explained, Google support Join the next Community Table live. What’s on your mind?