Grow Your Law Firm

Welcome to episode 43 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Eric Morgan, CEO of Roux Advertising. Eric Morgan is advertising professional based in New Orleans and the founder of Roux Advertising. With a wealth of experience in media strategy planning, Eric is a go-to expert for clients seeking guidance on navigating the complexities of advertising platforms. Eric's passion for discussing advertising trends and strategies shines through in his presentations and interactions, making him a valuable resource for businesses looking to enhance their brand recognition and generate leads. What you’ll learn about in this episode: 1. Considering investing in Streaming & Broadcast: - Understanding the differences and the roles they play in consumers lives, and what the best decision may be for your firm right now. - Consumption patterns changing over the years and fragmented and consolidation of Streaming, and how that affects ROI with Streaming and Broadcasting. 2. User Data: - Growing focus on data monetization in streaming, with user data becoming a primary asset for attracting investments. - Data analytics adoption is essential for law firms to stay competitive in digital advertising. 3. Strategizing for your Firm - Highlighting the significance of choosing specific days for advertising based on call volume patterns. - Creative rotations in advertising and client-aligned strategies can boost engagement and campaign success. 4. Maximizing Results: - Strategic brand presence helps to save firms time and energy while improving brand recognition. - Importance of active client participation, preparation, and follow-through in marketing strategies. 5. The Value in Having Help: -Specialized knowledge and professional guidance are necessary to navigate pricing, audience reach, and post-analysis for successful advertising outcomes. - Objective advisors can prioritize ROI, and use their prior experience to customize your plan and maximize your results. Resources: Website: Roux Advertising - New Orleans Agency Built for Law Firms Email: eric@rouxadvertising.com LinkedIn: Eric Morgan | LinkedIn Twitter: https://x.com/RouxAdvertising Facebook: https://www.facebook.com/RouxAdvertising/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind New boost

Welcome to episode 242 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Phillip Kearns, Chief Process Officer and Intake Director of Kearns Legal Solutions. Phillip Kearns is a professional with extensive experience in running, creating, and scaling law firms to enhance efficiency. He has a diverse background, having worked as a chief process officer, intake director, and even managed a Social Security department. With over 20 years of experience in the legal industry, Philip is dedicated to optimizing processes, improving profitability, and helping law firms succeed. What you’ll learn about in this episode: 1. Creating Processes: - Conduct an assessment to identify gaps and involve high-performing team members. - Implement a start, stop, stay approach to address issues, prioritize changes, and avoid overwhelming staff. 2. Incremental Implementation: - Address gaps step by step, testing for effectiveness before full implementation, and avoid trying to change everything at once. - Identify opportunities for automation and outsourcing to streamline processes and improve efficiency. 3. Team Involvement: - Establish a dedicated team within your firm to continually review and improve processes at all levels. - Get your firm members involved and invested in the improvement of the firm by creating a committee to oversee changes. 4. Positive Work Environment: - Well-defined processes reduce stress on team members and create a positive work culture. - Consistent processes lead to an outstanding product delivery, enhancing client satisfaction and driving more cases. 5. Efficiency and Resource Management: - Efficient processes enable quicker case resolution, better resource utilization, and smoother onboarding for new members. - Solid processes aid in predicting cash flow, reducing stress on the team, and improving client service over time. Resources: Website: http://www.klegalsolutions.com/ Phone Number: (336) 972-2814 Email: info@klegalsolutions.com Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 241 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Daya Naef, CEO of The Success Partner. As a seasoned entrepreneur, business coach, and consultant, she specializes in guiding individuals and business leaders to unlock their full potential and achieve their goals. With over 20 years of experience in the industry and five companies to her name, she understands the unique challenges her clients face and has a proven track record of helping them overcome obstacles and thrive. What you’ll learn about in this episode: 1. Pursuing Profitability and Sustainability In Your Business: - Building a well-rounded business by exploring new aspects and expanding your knowledge. - Strategizing and prioritizing to facilitate comprehensive, hands-off, company growth. 2. Balancing Life as a Lawyer and Entrepreneur: - Cultivating self-awareness and retrain yourself to manage all work aspects effectively. - Maintaining a healthy work-life balance during the transition to entrepreneurship 3. Embracing Honesty and Self-Awareness : - Understanding your strengths, weaknesses, and personality traits. - Reflecting on what you truly want and where your skills are most effective. 4. Aligning Vision and Mindset: - Identifying your personal goals and the vision you have for your firm. - Acknowledging the importance of mindset in shaping your business direction. 5. Effective Delegation and Planning: - Establishing structures, processes, and procedures to support business growth. - Considering bringing on professionals to help share responsibilities and enhance your team. Resources: Website: https://www.thesuccesspartner.net/ LinkedIn: https://www.linkedin.com/in/dayanaef/ Twitter: https://twitter.com/DayaJNaef Facebook: https://www.facebook.com/TheSuccessPartner Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 240 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Karlyn Ankrom, the founder and lead strategist of Oh Snap! Social and creator of the Fan Firestarter Framework, a new approach to social media marketing made specifically for businesses “tempted to fake their own death and flee to Tahiti at the mere thought of content creation.” Karlyn developed her user-friendly strategy after working for a decade with a variety of brick and mortar businesses who were decidedly social allergic, not because they didn’t want to do social media, but because they were intimidated by it. In response, her new system helps newbies get on the fast track to “unsticking their social media” in just one hour per week What you’ll learn about in this episode: Importance of Authenticity Educational and Engaging Content Targeting Audiences Use of Video Content Fun and Experimentation in Social Media Resources: ohsnapsocial.com/resources Facebook: https://www.facebook.com/ohsnapsocial/ LinkedIn: https://www.linkedin.com/in/karlynankrom/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 239 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Chad Celi. Chad, a two-time bestselling author, has garnered national attention with appearances on NBC's Today Show and features in Forbes Magazine. He founded a marketing agency grounded in the principles of the renowned marketing consultant Jay Abraham, who has experience in over 119 different industries. After successfully selling his agency a few years ago, Chad now exclusively works with personal injury law firms under the brand ChadGPT, providing AI and alternative marketing ideas. He is dedicated to combating boredom in law firm marketing, with a client list that includes notable personal injury attorneys such as Mike Morse, Darryl Isaacs, Gordon McKernan, James Scott Farrin, Richard Harris, Scott Monge, and Jacoby & Meyers. What you’ll learn about in this episode: 1. Take Away: * Subtopic * Subtopic 2. Take Away: * Subtopic * Subtopic 3. Take Away: * Subtopic * Subtopic 4. Take Away: * Subtopic * Subtopic 5. Take Away: * Subtopic * Subtopic Resources: http://www.chadgpt.law/ https://www.linkedin.com/in/444chadceli/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 238 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Jim Sullivan, founder of eDiscovery AI. With over a decade of experience consulting on predictive coding and analytics use, he has a passion for analytics and calculates recall and precision metrics in his sleep. His life is a non-stop adventure of trying to find better ways to solve problems. What you’ll learn about in this episode: 1. AI in Document Review: 2. Application and Efficiency: 3. AI Adoption and Security Concerns: 4. AI Beyond eDiscovery: 5. Advice for Lawyers: Resources: https://thebookonaidocreview.com/ https://www.facebook.com/people/EDiscovery-AI/100092870051403/ https://twitter.com/ediscoveryai https://www.linkedin.com/in/sullivan9999/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 237 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Michael Talve, CEO of Expert Institute A leader in legal tech that provides law firms with data and intelligence on expert witnesses and significant litigation concerns. Under his stewardship, Expert Institute has played a pivotal role in some of the most important cases of the past decade - totaling more than $300B in verdicts and settlements. Expert Institute has grown to become one of the foremost businesses dedicated to partnering with leading plaintiff firms. The company has been involved in high-profile matters ranging from Camp Lejeune to opioid litigation, to numerous mass shooting incidents, and more recently, Boeing airplane investigations, and thousands of single claimant cases each month. What you’ll learn about in this episode: 1. Expert Matching 2. Radar Product 3. Early Case Evaluation Resources: https://www.expertinstitute.com/about/our-team/michael-talve/ https://www.facebook.com/TheExpertInstitute/ https://twitter.com/expertinst?lang=en https://www.linkedin.com/in/michael-talve-03aaa12/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 236 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Eric Stevenson, founder of Stevenson Klotz Injury Lawyers. Eric Stevenson has been practicing law in Pensacola, Florida, for 26 years and is licensed in both Florida and Alabama. His early career included roles as an insurance defense lawyer and an assistant state attorney. Since leaving the State Attorney's Office in 2003, he has primarily focused on personal injury and criminal defense. In 2015, he and his law partner, Chris Klotz, founded Stevenson Klotz Injury Lawyers in Pensacola, Florida, dedicated to helping clients in the Northwest Florida and Southern Alabama region. The firm has offices in Pensacola and Mobile, Alabama. Eric was born and raised in Pensacola and is a fourth-generation Pensacolian. He has been happily married to his wife, Carrie, for 24 years and they have two children: Cole, who is excelling in college at his alma mater in Sewanee, Tennessee, and Lucy, who is an outstanding student and lacrosse player at Pensacola High School. What you’ll learn about in this episode: 1. Implementing Daily Themes in Case Management 2. Conducting Morning Stand-Up Meetings 3. Utilizing Business Coaches and Mentors 4. Assigning Specific Daily Themes 5. Building Your Team Resources: http://www.stevensonklotz.com/ https://www.facebook.com/stevensonklotz https://www.linkedin.com/in/erstevenson/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 235 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Maria Monroy. Maria Monroy is the Co-founder and President of LawRank, a leading SEO company for law firms. Prior to founding LawRank, Maria developed a depth of knowledge and expertise in management, customer service, processes and procedures, and sales while working for industry leaders like AT&T. Since 2013, Maria has been a passionate advocate for and ally to LawRank’s attorney clients, helping them grow their brands, reach new clients, and ultimately achieve SEO success. She’s known and respected in the legal SEO industry for her expertise in digital marketing, as well as her ability to break down complicated concepts and terms and explain them in truly accessible ways. To Maria, it’s not just about getting results for her clients. It’s about helping them understand what’s going on behind the scenes in an effort to make their specific SEO project a success. When she's not thinking up new ways to support her clients, Maria enjoys working out, reading, and spending time with her three young children. What you’ll learn about in this episode: 1. Importance of Local SEO: 2. Strategies for Local SEO: 3. Evaluating SEO Fit: 4. Developing an SEO Strategy: 5. Essential Factors for SEO Success: Quality Content:Link Building:Local Citations:On-Page Optimization: Resources: https://lawrank.com/podcast/ https://www.facebook.com/LawRankMarketing https://www.linkedin.com/in/maria-monroy-2b350199/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 234 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Jason Hennessey, CEO at Hennessey Digital. Jason Hennessey, entrepreneur, internationally-recognized SEO expert, author, speaker, podcast host, and business coach. Since 2001, Jason has been reverse-engineering the Google algorithm as a self-taught student and practitioner of SEO and search marketing. Jason's expertise has fueled the growth and successful sale of multiple businesses, starting with a pioneering dot-com venture in the wedding industry. Serving as the CEO of Hennessey Digital since 2015, Jason's leadership has transformed a modest consultancy into a thriving eight-figure agency, earning a place on the prestigious Inc. 5000 list for five consecutive years. He is also the author of two Amazon bestsellers titled Law Firm SEO and Honest SEO. As a sought-after keynote speaker and a frequent guest on podcasts and webinars, Jason shares his wealth of knowledge. He contributes as a columnist to respected publications such as the Washington Post and is a regular contributor to Entrepreneur, Forbes, Inc., Newsweek, and Rolling Stone Magazine. Jason's accomplishments extend to being honored with the Gold TITAN Business Award in the Entrepreneurship, Branding, Advertising, & Marketing category, as well as being recognized as a National Law Review Go-To Thought Leader. Jason's journey has been enriched by his experience as a United States Air Force veteran and his attainment of a Bachelor of Arts degree in Marketing from the University of Nevada, Las Vegas. Commencing his SEO career in Las Vegas and later establishing a strong presence in the legal industry in Atlanta, Jason now resides in the Los Angeles area with his wife, Bridget, and their three children. What you’ll learn about in this episode: 1. Digital PR for Quality Backlinks: 2. SEO Fundamentals and Google My Business: 3. AI in Content Creation: 4. Intake Management: 5. Building Trust and Credibility: Resources: https://www.instagram.com/jasonhennessey/?hl=en https://www.youtube.com/channel/UCrorwnhMIn2-uxBuitqFLbA hennesseydigital.com jasonhennessey.com https://www.facebook.com/hennesseydigitalgrp/ https://twitter.com/jasonhennessey?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://www.linkedin.com/in/jhennessey/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 233 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Adam Armbruster, Senior Partner at Eckstein, Summers, Armbruster & Co (ESA & Co). With over 30 years of experience, Adam has helped clients grow their sales and profits by leveraging the power of TV, digital, and mobile advertising. As a Fox Business commentator and contributor to several publications, Adam shares insights and analysis on the latest media trends and their impact on consumers and businesses. Core competencies include designing and executing high-ROI campaigns, creating and implementing customized TV, web, and mobile plans, delivering keynote speeches, webinars, and training sessions, and applying the proven methodology used by the top one percent of all sales professionals. The mission is to help clients and audiences engage their customers and prospects effectively and stay ahead of the curve in the dynamic media landscape. What you’ll learn about in this episode: 1. Importance of Video Content: - Utilize various platforms like YouTube, Meta, and LinkedIn for video content. - Video content feeds AI algorithms, boosting visibility and engagement. 2. Evolving Marketing Strategies: - Embrace video marketing to engage audiences effectively. - Test different ad formats to determine what resonates best with viewers. 3. Responsive Client Engagement: - Immediate responsiveness is key to winning clients in urgent situations. - Differentiate your firm by emphasizing trustworthiness and responsiveness. 4. Online Reputation Management: - Online presence and responsiveness are crucial for client retention. - Leverage CRM data to analyze client patterns and improve conversion rates. 5. Competitive Market Strategies: - Brand and differentiation are essential in competitive markets like Atlanta and Miami. - Monitor key metrics like Google costs per click and conversion rates for marketing optimization. Resources: https://www.linkedin.com/posts/adam-armbruster-4bb862a_my-fox-business-interview-with-legendary-activity-6868984099739181057-q-T2?utm_source=share&utm_medium=member_desktop https://www.facebook.com/AdamonTV/ https://www.linkedin.com/in/adam-armbruster-4bb862a/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind New boost

Welcome to episode 232 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with RJon Robins, an 8-figure entrepreneur, licensed attorney, and author. RJon started How to Manage a Small Law Firm from his kitchen table when he was flat broke in 2009 before embarking on the National Small Business Success CLE Tour in 2010, where he was sponsored by Microsoft and LexisNexis. Since spending more nights on the road than at home in 2010, RJon has achieved 8,000% revenue growth and now has over 600 of the fastest-growing small law firm owners in the country as members. Operating in multiple countries, he works in the business about 90 days a year and spends the other 170 workdays launching new, instantly profitable business ventures. His company has been recognized by INC Magazine as one of the 5000 Fastest Growing Companies in the country every year since 2015 and has been named an INC Best Place to Work. Today, he is the author of the #1 Amazon Bestselling books The Automatic Marketing Machine and Profit First For Lawyers, which has sold over 25,000 copies. He speaks to thousands of law firm owners every year on his proprietary framework The Doctrine of Sacrifice vs. The Doctrine of Profit to help them break free from the mindset that suffering is required to build a profitable business and to truly define the meaning of profit. What you’ll learn about in this episode: 1. Take Away: * Subtopic * Subtopic 2. Take Away: * Subtopic * Subtopic 3. Take Away: * Subtopic * Subtopic 4. Take Away: * Subtopic * Subtopic 5. Take Away: * Subtopic * Subtopic Resources: https://htm.live/growyourlawfirmpodcast https://www.facebook.com/HowToManageASmallLawFirm/ https://www.linkedin.com/in/rjonrobins/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 231 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Seann Patrick Malloy, Managing Partner of Malloy Law Offices. Seann started his personal injury law practice in 2013 and successfully grew it from a single employee to a team of 52. His firm operates in Maryland, D.C., and Virginia, with offices in all three jurisdictions. Seann enjoys exploring innovative methods to scale the law firm, experimenting with various marketing strategies, and fine-tuning operations. He is also passionate about discussing the business aspects of personal injury law. Seann resides in Bethesda, Maryland, with his wife and their twin 15-year-olds. What you’ll learn about in this episode: 1. Overcoming Initial Struggles and Sparking Growth 2. Implementing Strategic Changes Post-Conference 3. Building a Robust Intake Department 4. Gaining Insights from Mastermind Groups 5. Leveraging Effective Marketing Strategies Resources: https://www.malloy-law.com/ https://www.facebook.com/MalloyLawOffices/ https://www.instagram.com/malloy_law/ https://twitter.com/MalloyLawLLC https://www.linkedin.com/in/seann-malloy Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 230 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Mary Ellen Murrah, the Chief Strategy & Marketing Officer at Vista Consulting Team. She joined the Vista Team in 2019. Mary Ellen spent more than 16 years managing and marketing a national, legal case management software company. That position introduced her to thousands of personal injury law firms across the country. She was a familiar face at annual legal events and a frequent voice on topics ranging from legal marketing to data integrity. Over the years, she’s forged meaningful relationships with legal vendors, which has provided keen insight on almost every corner of the legal industry. She is skilled in identifying law firm business improvement opportunities and brings her extensive operations, team management, and industry knowledge to the Vista team. Mary Ellen has a true passion for tackling projects with common sense management. Her eye for detail, human resources experience, and deep operations skills are an asset to help law firms grow their businesses and help attorneys foster and maintain efficient, profitable practices. Mary Ellen lives in Baltimore, MD, where she and her wife orchestrate the chaos of life with two teenage boys and three rescue dogs. She enjoys crafting and baking with her family. With a passion for grammar, travel, and terrible puns, she feels she’s landed at home with the Vista team. What you’ll learn about in this episode: 1. Take Away: * Subtopic * Subtopic 2. Take Away: * Subtopic * Subtopic 3. Take Away: * Subtopic * Subtopic 4. Take Away: * Subtopic * Subtopic 5. Take Away: * Subtopic * Subtopic Resources: Guest Socials Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 229 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with John M. Cooper, Founding partner at Cooper Hurley Injury Lawyers and a veteran of Virginia personal injury law practice, to delve into the complexities of railroad worker injury cases governed by FELA and the challenges of dealing with railroad companies like Norfolk Southern and CSX. They highlight the importance of expert witnesses, early legal representation, and understanding the specific rules of railroad injury law to secure fair compensation for injured workers. John M. Cooper is one of the founding partners at Cooper Hurley Injury Lawyers and a veteran of Virginia personal injury law practice. A native Virginian, he was raised in Norfolk and Virginia Beach by parents who practiced law. After graduating from the University of Virginia School of Law in 1988, John returned home to work for a federal judge in the U.S. District Court for the Eastern District of Virginia, Norfolk Division, which launched his passion for and career in personal injury law. What you’ll learn about in this episode: 1. Filings claims under the Federal Employers Liability Act (FELA): - Railroad worker injury cases governed by the Federal Employers Liability Act (FELA) offer unique challenges due to the complex laws involved. - FELA allows employees of major railroads like Norfolk Southern and CSX to sue for damages, requiring specialized legal expertise for fair compensation. 2. Expert Witnesses and Railroad Injury Law: - Expert witnesses are crucial in proving liability and dealing with railroad companies' claims departments. - It is essential in these cases to deal with slow responses from Amtrak and understand the specific rules and procedures of railroad injury law. 3. Legal Representation Crucial for Injured Workers: - The adversarial relationship between railroad companies and injured workers necessitates early and robust legal representation. - Amtrak's high duty of care to passengers and potential obstacles posed by mandatory arbitration clauses make legal representation crucial. 4. Legal Complexities and Nationwide Practices in Railroad Crossing Accidents: - Visibility issues at railroad crossings leading to accidents often place responsibility on the driver, creating further legal complexities. - Navigating the nationwide practice of railroad injury cases is facilitated by remote communication options and in-house investigators. 5. Strategic Venue Selection in Amtrak Injury Cases for Optimal Jurisdiction: - Venue options in railroad injury cases can be creative and strategic, allowing for flexibility in choosing the most advantageous jurisdiction. - Amtrak cases present additional complexities in venue selection, where representing clients across different states can be managed effectively for their best interests. Resources: refertocooperhurley.com https://www.linkedin.com/in/john-m-cooper-a70a3a44/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind New boost

Welcome to episode 228 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken interviews Vivek Rao, co-founder and CEO of Foundation AI. They highlight how well-organized data and technology can streamline document management in law firms, increasing efficiency, reducing costs, and enhancing client satisfaction. The conversation emphasizes the value of using AI as a solution to specific business problems rather than just a standalone technology. Vivek Rao is co-founder and CEO of Foundation AI, an intelligent document processing company focused on automating document intake and routing, data entry, and other tedious tasks for litigation firms. Prior to founding Foundation AI in 2019, Vivek ran the medical lien unit at one of California’s largest workers’ compensation firms while moonlighting as counsel to numerous startups ranging from webstars to venture-backed startups. Vivek started his AI journey over a decade ago when he served as corporate counsel of Enlightiks, a healthcare AI platform focused on the medical provider space. After Enlightiks was acquired in 2016, Vivek recruited and convinced the technical brains behind it to apply their AI expertise to solve the document processing challenges that plague litigation firms. Five years later, Foundation AI processes millions of documents a month for some of the nation’s top personal injury firms. Vivek earned his B.S. in Business Administration from USC and his JD and MBA degrees from UCLA. What you’ll learn about in this episode: Resources: https://www.linkedin.com/company/foundation-ai/ http://www.foundationai.com/legal https://www.facebook.com/profile.php?id=61550019396552 https://www.linkedin.com/in/vivekrao-foundationai/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 227 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Brooke Lively, President of Cathedral Capital. Brooke emphasizes the importance of data-driven strategies like EOS and scaling up and highlights the crucial steps to prepare a law firm for sale, focusing on clean financials, efficient operations, and staff training. The conversation delves into hiring the right people, implementing proper procedures, and fostering a deliberate culture to ensure consistency, efficiency, and growth within a law firm. Brooke discovered her passion for helping entrepreneurial lawyers build their firms by working with her father. After getting her MBA in Corporate Finance and Investments at TCU and a quick stint at a hedge fund, Brooke found herself helping her family establish a new firm, which hit the 7-figure mark within 18 months. Soon thereafter, she started talking to other lawyers who asked, “Can you do for us what you do for your family?”. That was when she realized that most attorneys aren’t running their firms by the numbers. They are making decisions based on their gut and that causes a lot of anxiety – not to mention a loss of profitability. With that insight, Brooke started Cathcap, a fractional CFO company designed to maximize law firm profitability. Over the past decade, Brooke and her team have helped hundreds of firms make data driven decisions to drive faster growth and more predictability in their businesses. As a CFO, Brooke looks at every part of a firm that touches the money – and that’s the whole firm. This eventually led her to become an EOS® Implementer. Through EOS, Brooke helps firms get clarity on their vision, discipline and accountability to increase traction, and a healthy functional leadership team. Brooke weaves the technical knowledge of her MBA with her real-world experience to create entertaining speeches that have been heard around the world for groups such as Entrepreneur’s Organization, Bar Associations, and at conferences like PILMMA, 360 Advocacy, and the Louisiana Association of Justice. She has written numerous books, including her international best-selling series From Panic to Profit and her latest, Exit On Top. Brooke has been featured in Forbes, CNBC, US News and World Report and has a monthly financial column in Attorney at Work. She is a frequently requested podcast guest. 1. The Importance of Vision, People, and Data in EOS: - Ensuring everyone is on the same page about the firm's direction. - Having the right individuals in the right roles. 2. Addressing Issues and Improving Procedures: - Identifying and solving problems permanently. - Documenting processes for consistency and efficiency. 3. Achieving Traction and Alignment: - Getting everyone aligned and rowing together towards the vision. - Bringing the vision down to practical implementation. 4. Preparation for Law Firm Sale: - Creating a timeline for Sale Readiness for clean financials and profitability. - Creating characteristics of a firm that's a joy to own. 5. Transitioning from Working in the Firm to Managing the Firm: - Being able to manage the firm with minimal effort. - Reaching a stage where you're managing managers and not day-to-day operations. Resources: cathcap.com https://www.facebook.com/CathedralCapital https://www.linkedin.com/in/brookelively/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 226 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Hamid Kohan, President and CEO of Legal Soft. Hamid and Ken discuss how AI and automation transform the legal industry, improving client interactions and retention. They delve into the importance of leveraging technology for client acquisition, personalized communication, and nurturing lasting relationships to boost law firm profitability and efficiency while adapting to the evolving landscape of legal practice. Distinguished Serial Entrepreneur, Author, and Legal Tech Innovator Hamid Kohan is a dynamic force in the business world, celebrated for his exceptional ability to scale law firms of all sizes. His journey began in Silicon Valley, where he served as the Director of Business Development at Sun Microsystems, collaborating with prominent figures like Eric Schmidt (Google CEO) and Carol Bartz (Yahoo CEO). From there, he took on the role of President at Web Radio, orchestrating a remarkable ascent to a valuation of $1 billion and leading the company to a successful IPO on the New York Stock Exchange. Currently, Hamid stands as the President and CEO of Legal Soft, spearheading the revolution of the legal industry and virtual legal staffing. His visionary leadership has propelled Legal Soft to the forefront of legal tech innovation, optimizing law firm operations and driving efficiency. Moreover, Hamid is the esteemed founder of Magic Law Group, a prestigious national law firm specializing in personal injury, lemon law, employment law, and workers' compensation. His entrepreneurial prowess has established Magic Law Group as a leading force in the legal landscape. Notably, Hamid is an award-winning author, with influential books like "How to Scale Your Stupid Law Firm," "How to Scale Your Stupid AI Law Firm," and the upcoming "How to Tune-Up Your Practice." These acclaimed works equip legal professionals with invaluable strategies, enabling them to achieve growth and success. With an unwavering commitment to legal tech innovation, Hamid Kohan is at the forefront of AI initiatives in the industry, further solidifying his position as a thought leader and trailblazer. What you’ll learn about in this episode: 1. How to leverage technology for client retention: - Establishing formal programs for client retention - Nurturing existing clients for referrals and repeat business 2. The AI Impact in Law Firms: - Utilizing AI for client acquisition - Enhancing marketing strategies with AI insights 3. Importance of Regulations in AI Implementation: - Ensuring transparency and compliance with regulations - Disclosing the use of AI tools to clients and audiences 4. Using AI in Case Management: - Streamlining case management processes with AI - Automating document collection and medical record summaries 5. Simplifying AI Adoption in Law Firms: - Providing all-in-one AI solutions tailored to specific practice areas - Making AI tools user-friendly and easy to navigate Resources: https://www.tiktok.com/@legal.soft?lang=en https://www.threads.net/@legal.soft https://www.instagram.com/legal.soft/?hl=en https://legalsoft.com/hamid-kohan/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 225 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Jon Cumberworth. They discuss the vital role of a fractional COO in law firms, emphasizing the importance of clarity in vision and communication for team alignment. They delve into leveraging technology, AI, and offshore resources to optimize efficiency and profitability, highlighting the transformative impact on business growth and success. Jon Cumberworth's primary focus is on assisting service-based businesses in defining and implementing frameworks and systems that enable them to achieve their revenue, profit, and leadership development objectives. With over 19 years of experience in both international and domestic business operations and leadership, he appreciates the opportunities that have led to success in various roles across multiple industries. His achievements include progressing within a global sales team to become General Manager in Dubai for an 8-figure steel supply and manufacturing business and negotiating the successful acquisition of a bootstrapped company he co-founded. Having worked in both large corporations and bootstrapped startups, Jon has discovered the critical importance of intentional and sincere efforts in creating a positive company culture and investing in leadership development for long-term business success. He recognizes that achieving these goals demands consistent dedication and focus from the top down. Jon understands that a company's performance is largely influenced by its people. He prioritizes hiring individuals who align with the company's core values over those who merely fit the skillset and experience criteria. For Jon, it is essential to foster a culture where team members feel comfortable sharing ideas and concerns, as this openness is vital for their growth and development. What you’ll learn about in this episode: 1. Importance of Clarity in Vision: 2. Role of Fractional COO: 3. Execution is Key: 4. Strategic Growth in Stages: 5. Identifying Business Needs: Resources: https://www.linkedin.com/in/joncumberworth/ https://www.facebook.com/profile.php?id=100091565901209 https://twitter.com/ActingExecs Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

Welcome to episode 224 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with David Klein, Director of Business Development at ConsulTV. They discuss the benefits of Connected TV Advertising, offering a special deal for podcast listeners. David shares insights on tracking digital marketing campaigns and reflects on his experience with traditional TV advertising strategies. David works with law firms and their agencies across the country helping them maximize the effectiveness of their programmatic media buying. After 15 years of managing pay-per-click advertising, SEO, targeted display ads, social media marketing, and website building, he joined ConsulTV in October 2021 to help digital advertisers move toward programmatic ad buying, especially in the OTT and online video arena. What you’ll learn about in this episode: How toAllocate Sufficient BudgetFocus on Targeting and FrequencyUnderstand Cost DifferencesTechnological Advancements in TVStrategic Advertising for Lead Generation Resources: https://www.consult.tv/ https://www.facebook.com/Consult.tv https://twitter.com/ConsultvandOLV https://www.linkedin.com/in/davidkleinsalesleader/ Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind