Non-Eventcast

I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner. Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote tools. 25:12 Using both Microsoft and Google platforms. 27:57 Benefits of templates for consistency and reducing errors. 29:02 Trello as a central project management tool. 31:38 Finding staff and hiring an associate. 36:03 The 'weekly round table' feedback method. 38:20 Vision for the future of the firm. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/lindsey@eganlawcenter.comhttps://www.eganlawcenter.com/https://tikihutboats.com/

I talked with a small town lawyer about how he built + maintains his law practice. Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisition. 13:39 - Importance of name recognition in acquisition. 16:03 - Niche practice vs. general practice in small towns. 18:20 - Adapting to market fluctuations in real estate law. 20:07 - Exploring new practice areas during market downtrends. 21:50 - Adapting to technology in legal practice. 23:55 - Navigating the hiring challenges in a small town. 26:00 - The advantages of word-of-mouth in hiring. 28:03 - Reflection on running a small-town law practice. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.garygruberlaw.com/ https://www.linkedin.com/in/nathaniel-a-tripp-bb567b17?original_referer=https%3A%2F%2Fwww.bing.com%2F

For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fees in existing law firms. 15:11 - Importance of law practice management systems. 18:34 - Subscription services and alternative billing models. 22:03 - Automating billing and payment collection. 24:55 - Managing accounts receivable and billing in advance. 27:01 - Dealing with LEDES billing and granular billing for insurance companies. 28:38 - Client perception on legal fees and building trust versus pricing. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.rocketmatter.com/https://www.profitsolv.com/

I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice. Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to transcend personal branding for scalability and client engagement. 15:12 - The discussion around the firm's rebrand to Monarch Law and the significance of the name and logo to convey transformation, technology, and treating clients like royalty. 19:50 - The guest underscores the efficiency gained in internal operations and client handling by transitioning to a more inclusive firm name, allowing for better distribution of work among staff. 21:24 - Tony details his selection process for Cleo Grow as his intake management software, underscoring the value of recommendations, integrations with existing systems, and feature sets in making the decision. 25:27 - The benefits of using a structured pipeline for client intake in employment law are highlighted, with a focus on filtering through the large volume of leads to determine which ones warrant further consultation. 29:03 - Tony boasts about his process improvements, managing to reduce intake calls from an hour to fifteen minutes via an effective, well-crafted intake form and approach. 39:58 - Tony passionately endorses using a CRM like Cleo Grow to track potential clients, streamline operations, and gather valuable data for business growth, emphasizing its seamless integration with Cleo Manage. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/tony@monarchlawct.comhttps://www.monarchlawct.com/

I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Joyce's explanation of what a Profit and Loss statement is, emphasizing its importance and how it should be reviewed regularly to track trends. 24:48 - Discussion about how a Cash Flow Analysis document is future-looking and necessary for understanding business health. 27:27 - Importance of looking into Accounts Receivable, especially the alarming amount that law firms often have outstanding. 30:56 - The conversation shifts to discussing the necessity of financial trends analysis to set accurate goals and expectations. 37:32 - Differences between the roles of bookkeepers, accountants, and CFOs are clearly outlined, explaining what each professional does and how their roles relate to each other. 46:14 - Importance of dashboards for visual data management and how lawyers should focus on high-level financial management, instead of getting lost in complex accounting activities. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.profitsolv.com/https://www.cosmolex.com/

I spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18:50 Keeping a min 30-day probationary period with ideal being 90-days 19:20 Advice to let go of unsuccessful candidates during the probationary period without any sunk cost fallacy 19:56 Why hiring a recruiter could be beneficial for law firms 21:40 Three red flags for candidates 26:17 Three things every law firm manager should know before hiring 29:19 Personal story shared about a job interview experience where the interviewee’s pants split which exemplified the importance of empathy in interview situations. Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.profitsolv.com/https://www.rocketmatter.com/

I spoke with a tech advisor about everything there is to know about building websites. Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectations via a law firm's website 13:24 The process of launching a website 16:56 Navigation and how important website responsiveness is 20:05 The importance of being the first firm to respond to a client in winning their service 20:45 How the payment processing on website works 21:36 Preference of clients to pay online creating credibility for the firm Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://info.tabs3.com/https://www.linkedin.com/in/bruce-policky-648b34131

I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't. Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to automation as an important part of incorporating AI 16:45 The challenges of getting millennial staff to meet senior clients midway in terms of technology use 18:53 Managing scheduling and payments with elder law clients 21:34 How they manage payments, acknowledging that a majority of their elder clients still prefer paying by check 23:01 What it’s like having consultations with different kinds of clients 24:20 The visualization tools they use during meetings 25:42 How older generations tend to be more respectful of appointments and traditional consulting methods compared to younger generations Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/james@hlawoffice.comhttps://prioritylaw.com/https://www.linkedin.com/in/james-haroutunian-1331ba6

Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely. Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, letting lawyers focus more on helping their clients and doing tasks they love 10:54 Talking to lawyers on how they can get started in automation 19:29 The importance of using technology to avoid burnout and upscale all employees, enhancing their productivity and efficiency 17:07 Transitioning from vendor-customer relationships to true partnerships 25:28 Ease of use for the client as a primary consideration and how this can have a significant impact on a firm's reputation, growth, and client-first approach Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/jsherman@getcaret.comhttps://caretlegal.com/https://www.linkedin.com/in/jennifer-sherman-7318641

I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 What law firms should do if you’re forwarding leads to them 18:30 The implication of reselling leads, emphasizing that those are assets of the law firms not the vendors 19:12 Bidding on the law firm's brand in a pay-per-click campaign 21:18 The economics of branded and non-branded queries, raising concern over agencies conflating these two different concepts 29:13 The issue of sharing data with competitors, even indirectly, through digital marketing agencies that work with similarly situated firms in the same locality Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/conrad@mockingbirdmarketing.comhttps://mockingbird.marketing/ https://legaltalknetwork.com/podcasts/lunch-hour-legal-marketing/

I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and Enterprise Relationship Management and the need for automation in contact capture 17:04 The involvement of AI 19:24 Successful data management in a top law firm, utilizing multiple data stewards 21:34 Various types of data and their roles maintained by data stewards 23:40 The difficulties in getting law firms to utilize technology effectively Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://clientsfirstconsulting.com/https://www.linkedin.com/in/chrisfritsch

For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses 27:53 The value of integrating Law Ruler with other law firm software 29:11 How Law Ruler can automate case management and intake automation, as well as after outreach marketing 34:16 Practice-specific data like the average time to open and close a matter and marketing expenditure for each practice area Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.profitsolv.com/https://www.timesolv.com/https://www.rocketmatter.com/https://www.cosmolex.com/https://www.linkedin.com/in/joyce-braffordhttps://www.linkedin.com/in/matthew-defrainhttps://www.lawruler.com/

I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharing her experiences starting with basic Microsoft technology and eventually upgrading and becoming more robust over time 16:25 Adopting drafting software for her legal practice and her concerns about the security of her clients' information 16:43 How she started to use drafting software 18:26 Her struggles with bookkeeping and accounting for her firm 21:24 The benefits of Lawmatics including document sharing, client intake data, and delivering more affordable legal services 22:20 Staff flexibility in her firm and how she wants her team to maintain a work-life balance 25:06 How she maintains running her business, volunteering in community activities, and having a family 28:28 Using her Apple watch to manage and monitor her stress levels 29:51 The challenges and frustrations that can come with using technology in her practice Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/www.lawofficeoferinmcbee.comhttps://www.facebook.com/McBeeLaw/

I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a conference 10:30 Tips for engaging with speakers 13:53 What happens once you’re at the conference? 16:41 The importance of business cards and making the most use of them 21:36 Janet’s bonus tip: BYON 25:21 The importance of publishing views and articles Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/janet@janetlfalk.comhttps://janetlfalk.com/https://www.womenownedlaw.org/

I spoke with a law firm consultant about how to select the best hardware and software for law firms. Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessments of your legal software 15:28 Software that law firms should have 17:39 Some of the challenges that come with the integration of various software types 19:32 How lawyers should be managing their tech budget 21:24 Best practices for optimizing software utilization 24:34 How lawyers could benefit from general business platforms not specifically built for law firms like Adobe Acrobat, email systems, and task management software Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/rachele@osbplf.orghttps://osbplf.org/https://www.linkedin.com/in/rachel-edwards-15a4162a

For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms see the balance of their three-way reconciliation and where the discrepancies lie 20:45 Other products that law firm owners should consider such as productivity software: CRM intake software, e-signature tools, and e-payment tools. 23:16 The importance of having an effective online presence and the need for legal tech companies to take control from predatory solutions in the market 25:45 The value consistency in marketing for law firms along with the use of AI like ChatGPT to generate ideas and content 31:18 The unexplored opportunity for law firms to gain a competitive edge by investing a small amount in Google, social media or SEO marketing 32:20 Clearview Social and how it allows lawyers to schedule their social media activities and have their network share their content 33:15 The significance of considering law offices as businesses that need to generate profit, and the role technology solutions like ProfitSolv can play Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/https://www.profitsolv.com/https://www.rocketmatter.com/https://www.timesolv.com/https://www.cosmolex.com/https://www.lawruler.com/https://www.linkedin.com/in/joyce-brafford

Jared spoke with a biz dev consultant for law firms about how attorneys should be taking advantage of the legaltech they missed out on in the last decade. Episode Highlights 03:53 How Betsy transitioned from practicing law to coaching other lawyers, especially on business development 06:52 Using technology in running law firms 11:39 Strategies on how to get lawyers to participate in social media in a way that genuinely portrays their personality and provides value to their network 16:14 Using different social channels for business intelligence, such as subscriptions to industry newsletters and following relevant companies on LinkedIn 21:40 The power of Twitter as a real-time source of breaking news and its role in modern media consumption habits 24:22 The importance of recognizing industry experts and sharing useful, summarized knowledge on platforms like LinkedIn 25:36 Privacy and the importance of in-depth research 28:21 Customer Relationship Management (CRM) use in firms and the lack of effective use especially in small and mid-sized firms 31:30 Artificial intelligence (AI) and its implications for the legal industry - both at a firm level and for individual lawyers Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalwww.linkedin.com/in/jaredcorreia/www.linkedin.com/in/ehmunnelllawyercareercoach/http://ehmunnell.com/

Jared talked with a law practice management consultant about her best technology tips. Episode Highlights 05:16 Legal technology and law practice management software 05:54 Reasons law firms should start using law practice management software 07:23 How some law firms keep everything organized 08:55 Different integrations for case management software 13:13 Tips for data security and encryption 15:28 Why CRMs are important for law firms 16:50 Integrating CRM with practice management software to eliminate data duplication 19:05 The increasing number of firms entering the market for data backup solutions 21:04 Remedies for lawyers and legal professionals to avoid burnout and maintain work-life balance, including taking frequent micro breaks and doing exercises or activities Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegalhttp://lclma.org/https://www.linkedin.com/in/laura-keeler-97879a8

I talked with a Google product expert about the best methods for maximizing a Google Business Profile for law firms. Episode Highlights 04:59 What a Google Business Profile is and why it’s important 08:05 Google Business Profile versus other AI features 09:13 How to optimize your Google Business Profile 11:41 Getting Google reviews and the best practices for getting them 17:09 Handling and contesting negative business reviews 20:56 What effective gatekeeping is 23:38 The usage of AI-generated images in commercial use 24:48 Priorities and tips for Google Business Profiles management this year Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegaldevin.harper@niftymarketing.comhttps://niftymarketing.com/https://www.linkedin.com/in/devinharper

For the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant. [SPONSORED by Rocket Matter] Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The reasons why time keeping is important for law firms 11:02 Time tracking best practices 12:59 Passive timekeeping and the benefits it offers for attorneys and law firms 15:16 What Rocket Matter Track is 18:13 The future of software and the importance of utilizing technology for passive timekeeping to improve effectiveness and efficiency in the legal sector 21:19 How technology can automate tasks and make alternate billing methods profitable for law firms 22:05 The influence and future prediction of AI 26:35 Other time tracking tools in the ProfitSolv family Episode Resources jared@redcavelegal.comhttps://redcavelegal.com/https://www.linkedin.com/in/jaredcorreiahttps://twitter.com/RedCaveLegaljoyce.brafford@profitsolv.comhttps://cmgconsultants.com/https://www.profitsolv.com/https://www.rocketmatter.com/https://www.timesolv.com/https://www.cosmolex.com/https://www.linkedin.com/in/joyce-braffordhttps://cmgconsultants.comhttps://cmgconsultants.com/team/laura-kennedy/https://www.linkedin.com/in/laura-kennedy-18b41022