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TitreDateDurée
What to Do When Your Law Firm Hits a Plateau27 Aug 202400:28:43

Watch the YouTube version of this episode HERE


In this episode of the Maximum Lawyer Podcast, hosts Jim Hacking and Tyson Mutrux explore the milestones and challenges of achieving stability and success as a law firm owner. They share personal experiences, emphasizing the importance of financial stability, client acquisition, and effective management systems. 


This episode highlights the emotional rollercoaster of running a firm, the significance of cash flow management, and the impact of personal financial decisions on business growth. Jim and Tyson also stress the need for clear benchmarks to measure success and the value of setting meaningful, personalized goals. Their insights offer valuable guidance for law firm owners striving for sustainable success.

Jim’s Hack: Re-read books. Like:

Tyson’s Tip: Rethink the things that you are saying

04:15 Recognizing financial stability 

06:47 The necessity of focusing on acquiring clients for law firm success.

09:19 The importance of managing cash flow

12:59 Different growth stages of a business 

16:25 Essential benchmarks for managing a law firm effectively

18:35 The challenges of taking time off as a law firm owner

20:29 The pressure to respond to clients promptly, affecting his mental health

21:39 The importance of aligning goals with personal aspirations for success

22:10 Understanding what one truly wants in their practice

Tune in to today’s episode and checkout the full show notes here


Resources:

Building a Culture of Success by Embracing Mistakes with David Neagle20 Aug 202400:30:56

Watch the YouTube version of this episode HERE

Grab David's Freebie: The 2-Step Mindset Hack to Reprogram Your Life for Success


Are you a law firm owner who is thinking about improving the culture of your firm? In this episode of the Maximum Lawyer Podcast, co-hosts Jim and Tyson welcome back David Neagle, a bestselling author and founder of a global consulting company. The discussion centers on fostering a culture of success within law firms.


For David, fostering a culture of success within law firms involves a mixture of different things. One of these things is for those in the legal field to understand that there are no mistakes, only lessons. Focusing on mistakes can make employees feel guilt and shame for doing something wrong. But, if a mistake is turned into a lesson, people are more likely to be open and trustworthy with what they do. Thus truly leads to a healthy and successful business.


The internal voice of a business owner can affect the culture of a firm. These voices can be fear or the ideas from friends and family. It is important to separate those voices to understand what you want for yourself and your business. Other people’s ideas can control how you think and view your success and can drive a wedge between you and success. David suggests to determine what it is that you want and make a decision to follow the voice that will get you there.


Take a listen to learn more from David Neagle!


Jim's Hack:
Listen to the speech called “The Day You Turn Your Life Around” by Jim Rohn to help get your mindset right.


David Tip:
Read Netflix CEO Reed Hastings’ book, which delves into how to step into your genius.


Tyson's Tip:
Spot check core values with your team.


5:07 The importance of embracing mistakes to foster a successful law firm culture

5:34 The need for law firm leaders to view mistakes as opportunities for learning

9:41 The process of shifting firm culture 

15:47 How individuals' internal voices affect their mindset and firm culture


Connect with David:

Tune in to today’s episode and checkout the full show notes here.

Those Who Work Hard & Dream Big Can Accomplish Anything with Dawn Smith16 Jul 202400:27:51

Watch the YouTube version of this episode HERE


Are you looking to scale your law firm? In this episode of the Maximum Lawyer Podcast, hosts Jim Hacking and Tyson Mutrux engage in a conversation with Dawn Smith, a managing partner at a law firm specializing in nursing home litigation. Dawn shares her unconventional journey to becoming a lawyer and some of the things she has learned.


Dawn provides some insights on her learnings when she scaled her law firm. One of these learnings was the importance of having defined written processes. Hiring new attorneys means different perspectives and ways of doing things. Without a defined process, it is easy for things to get out of hand and for attorneys to handle things their own way that don't align with the vision of the firm. Some simple processes that should be outlined are how demand letters are written and how mediation sessions are handled.

Since practicing law can have an emotional toll, Dawn speaks to the importance of supporting staff when handling tough cases. It is crucial to have open dialogue with those who are hearing horrific cases over and over. Building a culture of openness within a firm is key to making sure the mental health of staff is always prioritized and people are not negatively affected.

Take a listen!

Jim's Hack: Read the book “The 15 Commitments of Conscious Leadership” which talks about taking radical responsibility and learning through curiosity. 

Dawn’s Tip: Choose one area of law and niche down. Be a specialist because it makes a difference in the work you do.

Tyson's Tip: Use a resource that allows you to negotiate through tips and tricks.


Tune in to today’s episode and checkout the full show notes here.


02:15 From bartender, to forming her own firm specializing in nursing home litigation

04:33 How the firm expanded its practice to multiple states

06:35 Importance of written processes 

08:39 Handling emotional aspects of tough cases 

10:04 Having a positive mindset, the importance of support networks, and the belief in hard work and achieving ambitious goals!

13:03 The firm's marketing approach and obtaining success stories from clients

14:55 Navigating the challenges of partnership in a law firm



Connect with Dawn:


The Ultimate Guide To The Best iPhone Tips And Tricks30 Oct 202300:10:15

Are you looking for tips on how to use your phone more efficiently?  In this episode, Tyson discusses various tips and tricks for iPhone users and shares advice on how to use different features.

One feature Tyson talks about is text replacement, which allows you to set up shortcuts for phrases you use frequently. This is great for those that use their phones a lot, especially for work. The pathway to do this is Settings, then General and then Keyboard/Text. Another great feature that many people deal with is silencing unknown and spam callers. We all get those spam calls that just cause frustration. The pathway is Settings, then Phone and then Turn On Silence Callers.

Tyson shares an interesting trick that allows people to create different ringtones and vibrations for different callers. The pathway is to go to the individual contact, then select edit ringtone. This can be done for each person. Another trick for all the headphone users is Siri announcing messages through your headphones. This is really handy if you work with headphones in and don't want to glance down at your phone every time a message comes through. The pathway is Siri and search Announce Messages


There are ways to connect your phone with your computer to work better. There is a feature called handoff that allows you to start something on one device and finish it on another. For example, if you are typing an email on your phone but then you get distracted, you can use the feature to finish it on your laptop. You simply turn on the handoff feature in your settings. 

Listen in to learn more!


1:13 Setting up shortcuts for frequently used phrases on iPhone

2:04 Avoiding spam calls by enabling the "Silence Unknown Callers" setting in iPhone

2:57 Using the back tap feature to execute different actions


🎥 Watch the full video on YouTube here.


Resources:

Using Kanban Boards for Maximum Productivity with Tyson Mutrux28 Oct 202300:12:45

Do you need a tip to help with organization while completing a project? In this episode, Tyson discusses the use of Kanban boards for task management and improving productivity. 

Kanban boards are a great way to improve productivity in your firm. Kanban boards are divided into columns, with each representing a stage in your workflow. It shows the start to finish of a project. It is a great way to visualize how your work is getting done. It is perfect for visual learners and working with a solid team. There are many variations of a Kanban board. They can be used in an app or even put up on a wall in your office for everyone to see and add to. A really great way to utilize a Kanban board is to have 4 columns: to do, in progress, review and complete. This way people can move sticky notes from one column to another, depending on where that task is along the cycle of a project.

Kanban boards can also be used for your personal life. If you have a busy life, where personal and business tend to mesh together, you can build a physical one on your wall at home. Add all the different tasks you need to get done: walk the dog, cook dinner, help kids with homework, read a chapter of a book, workout. etc. The list is truly endless. This will allow you to visually see what you need to get done and when.

Kanban boards provide a birds eye view of all ongoing tasks. You can easily see what is happening now and what will happen later on. It also helps to promote better work habits with your teams. Honestly, who doesn't want to have a giant board of sticky notes that everyone is moving around as things get done!

Listen in to learn how to better communicate with your team and enhance productivity.


2:08 Tyson explains the concept of a Kanban board.

9:44 Tyson discusses different ways Kanban boards can be used.

11:28 Kanban boards provide a bird's eye view of ongoing tasks.


🎥 Watch the full video on YouTube here.


Resources:

Unlocking the Key Strategies to Building Your Law Firm Empire26 Oct 202300:20:21

Are you struggling with knowing how to build a business from the ground up? In this episode, Jessica Gonifas shares her insights on building a successful law firm. She provides some tips on how to gain the confidence needed to run a business. 


In order to run a business, you need to have a good understanding of your firm’s numbers and where your firm sits financially. Jessica shares some questions to ask when you get your books in order. Ask yourself: Where is the revenue coming from? So what are the types of cases you take and how much profit are making from these cases. Another question is where is your money going? How much is going towards salaries, softwares, training, etc. The last question is what is the firm’s profit margin? With this, it is important to partner with an accountant that understands law firms who can help determine this margin.


When starting out as a new firm owner, it is important to understand what your personal and work goals are as well as the time you are willing to commit. For personal goals, consider how much money you want to take out of the firm and how much your family needs on an annual basis to keep afloat. In relation to work goals, understand what your purpose is at work. Are you reviewing technical work, doing technical work or going out and getting clients? The time you dedicate to your firm is so important because it will determine how much you make. Decide how many hours a week you want to work.

Jessica emphasizes the importance of having a big picture goal. What do you want your firm to look like in 5 years? What steps will you take to get there? In doing this, think about what you need to do as an owner and what your staff need to do as they help you run the business. Think about all the things you want to accomplish (ie. a certain number of cases, a new intake system, a new tech tool for the firm, etc.) and outline exactly how to get there. It might be good to break them down into quarterly objectives, that way it is spread out over 4 periods and you can take time throughout the year to plan.

Listen in to learn more!


1:12 The importance of financial structure and asking key questions

4:16 What about personal goals, work responsibilities and time commitment?

8:16 The importance of setting big picture goals


🎥 Watch the full video on YouTube here.


Connect with Jessica:

The Most Effective Strategies for Solo Attorneys to Build Profitable Practices with Lauren Lester24 Oct 202300:27:31

Do you need help in maximizing productivity as a lawyer? In this podcast episode, Jim and Tyson talk to solopreneur Lauren Lester, who runs her own estate and family law firm, Lester Law. She shares her journey into law as a second career. 


Lauren shares a few tips attorneys can use to maximize productivity. For new attorneys, it is important to identify where inefficiencies lie in the repetitive tasks. Because you are doing things over and over, it makes sense to see what is not working or how to develop a system to do that thing better so it becomes easier and faster for you. For Lauren, she uses technology as leverage to make these tasks more efficient. For those that are too busy to develop systems, it might be best to focus on the one task that either takes the longest to do or is extremely important and build something around it.


Another tip Lauren shares is how to manage a busy personal life with an equally busy business. It is really important to schedule time for yourself when you have a busy life. One thing to do is protect your time. For example, Lauren shares how a client really wanted to meet with her the following morning at 9am, but she already booked an hour 1 gym session. She responded back saying the earliest time available was 11am. Clients do not need to know your work schedule. Doing this will allow for a more structured day where you can fit in time for personal care.


A lot of attorneys struggle with the billable hour, which is charging clients a fee by the hour. You will always hear people say “They charge by the hour” or “I pay $200 for a client call with my lawyer”. For attorneys, it is important to have value based pricing. In this profession, most have worked in the industry for a long time and have a lot of experience and expertise, but do not bill clients based on that. A shift in mindset towards billing based on the value you bring to a client is needed to succeed.


In this day and age, there has been a shift in having a better work life balance. No one wants to work 80 hour weeks, feel burned out and not enjoy the money they make. Lauren provides advice on how older attorneys can work with the younger generation to learn this. The value of an employee is not the time they spend sitting at a desk, but hitting benchmarks in a time that works for them. For example, an employee may be able to accomplish a task in an hour as opposed to spending their whole work day doing it. That person should not be punished because they did their job quicker. As long as the objective for the business is being met, who cares how fast it took them to complete it. 


Take a listen to learn more!



8:17 Tips for solo attorneys or attorneys starting out to maximize productivity

10:49 Tips for managing personal and business life

15:45 Discussion of the challenges attorneys face with the billable hour

18:33 Advice on how law firm owners can work with the younger generation



Jim's Hack: Read or listen to $100M Leads: How to Get Strangers to Want to Buy Your Stuff Alex Hormozi https://amzn.to/4998nkv


Lauren’s Tip: Tech tool called Text Expander, which allows you to create little snippets of things you are constantly writing. Whether it be closing out an email with a signature phrase or acronyms that you need to spell out, the tool allows you to get emails out faster.


Tyson Tip: Use Teleprompter when creating videos, which allows you to copy and paste text into it and then adjust the speed.


🎥 Watch the full video on YouTube here.


Connect with Lauren:

Taking ‘Ctrl’ Of Your Keyboard23 Oct 202300:18:23

Do you want to learn how to become a keyboard wizard? In this episode, Tyson shares an important tip lawyers can use in their practice, which involves using a keyboard. 


Lawyers are very busy people and usually don't have a lot of time. There are keyboard shortcuts that attorneys can use that will make work more efficient, especially if you do repetitive tasks. 


Some of these shortcuts include functions like: 

  • Copy: Control + C or Command + C to copy 
  • Paste: Control + V or Command + V to paste
  • Delete: On a Mac, you click Command + Delete OR on a PC, you click Command + Shift + Delete.
  • Entire screen screenshot: Click Shift + Command + 3 for a Mac OR on a PC, you select the print screen button on the keyboard

There are some advanced functions that Tyson shares. If you want to quickly lock your screen, you press Command + Q for a PC. If you want to open your emoji keyboard on your screen, it's Control + Command + Space for Mac. For a PC, it is “Windows.Windows;” Another interesting function is looking up a definition. For a Mac, click Command + Control + D, all while hovering above the word you want to look up. For PC, it is Alt + Click.


All of these shortcuts take practice to learn and master. Sooner or later, you will be able to use them to streamline your workflows.


Listen in to learn how to master using your keyboard!

1:10 Why keyboard shortcuts are important for efficiency

4:49 Basic keyboard shortcuts for common actions

10:11 How to quickly lock the screen on a Mac or PC using keyboard shortcuts

11:03 How to quickly show the desktop on a Mac or PC

🎥 Watch the full video on YouTube here.


Resources:

Revolutionize Your Law Firm: Embrace the Power of Pods21 Oct 202300:09:03

Are you looking for a way to organize your firm better? In this podcast episode, Tyson discusses the benefits of organizing law firms into pods or teams. 


Tyson talks about the benefits of splitting up people within law offices to really maximize the talent that exists. Within Tyson’s firm, staff are a part of different teams that are colour coded. Ultimately, it is a way of organizing an agile team that is composed of an attorney, a case manager, and a litigation assistant. There are many reasons why a system like this is effective. 

One reason is that it allows for clear communication. All members (especially when looking at small teams) know their roles inside and out, which means less chances for misunderstandings and better opportunities for streamlined operations. Looking at the trio of an attorney, case manager and litigation assistant, everyone has a role. The attorney focuses on complex legal stuff, case managers focus on client relations and the litigation assistants focus on the administrative work.


At its core, law is the business of people. Pod systems allow for clients to have consistent, attentive services from the same group of people who know and understand their case. This makes the client management aspect of a firm so much better. Clients can trust the people who are helping them in the journey and don't have to worry about talking to different people.


Small pods can create a close knit nature among the people who work together. People can deliver better if the dynamic and vibe of a team is top tier!


Listen in to learn more about setting up pods in your firm.

2:22 The advantages of organizing a law firm into pods

4:25 How the pod system allows for seamless coverage

7:24 The close-knit nature of pods

🎥 Watch the full video on YouTube here. https://youtu.be/hDZi1y_Uc6I



Resources:

Why Your To-Do List Isn’t Working: How to Get Things Done with Task-Based Management19 Oct 202300:18:17

Are you looking for systems to manage your tasks better? In this episode of the Maximum Lawyer podcast, Ryan Anderson discusses the concept of task-based management in law firms. 

A lot of people run their business using calendar and email based management. It’s so easy for most because many people use their calendar and email frequently. But, Ryan shares how these methods are not efficient to manage your to do lists. He shares how using task based management systems are the way to go when it comes to staying organized and on top of all your tasks. 


Ryan shares its own platform, FileVine. FileVine is a task based management system that allows you to know what you have to get done for the day and what you have assigned to other people. So many lawyers have a million things to do from meetings to research to court. Having a system that lays everything out is ideal for this type of work. What makes FileVine and other project management systems so great is you remove the “email me” from your language. Most times, people will say “just email me”, but that can get lost in a flurry of other emails and priorities. With these systems, you can say “task me”. This allows you to task things out quickly to other people. If not, you are emailing, calling and messaging multiple people to get things done.

Ryan shares that people should be able to use case management systems with no more than their voice. He announces the creation of a voice interface that FileVine will have. With a voice interface, more tasks and communication will get onto the platform. What this feature does is allow someone to make a call to the platform where an AI bot will answer and ask what you would like to do. Let's say you realize at 10pm that you have to do something right when you get into the office, but you are worried you will forget. Call into the platform and let the AI bot know to leave a task for you and have it added to whatever case file. That way in the morning, you will get a notification that the task is waiting for you.


Listen in to learn more!


00:24 The concept of task-based management

6:31 The benefits of using a task-based management system

11:27 Using task-based management to keep track of important information



🎥 Watch the full video on YouTube here

Connect with Ryan:


Resources:

How Can Lawyers Plan For Life After Law? with Victoria Collier17 Oct 202300:31:38

Have you thought about what you will do when it’s time to retire and leave your law firm? In this podcast episode, Jim and Tyson interview Victoria Collier, the founder and CEO of Quid Pro Quo. Victoria shares her journey in the legal industry, from being a paralegal in the military to starting and selling her own successful law firm. 

Tyson, Jim and Victoria discuss the mission of Quid Pro Quo, which is to guide others to finding their path to life after law. This mission encompasses the idea that you need to begin a career with an end in mind. Most attorneys only think about the next paycheck or next client, but don't think about where they will be at the end of the road. For many law firm owners, they will need to sell their business at some point. Victoria shares the idea that the best way to sell when the time comes is to stay low and stay small.


Victoria discusses the concept of the “owners box” in a law firm. This is the idea that a firm needs to be separate from the owner. Most times, it is harder to sell a firm if the owner is so closely tied to the business. Being closely tied comes with an owner being too involved or front facing. To move away from this, it is important to have people in between the owner and the business. For example, hiring people to answer phones and schedule appointments. This allows owners to not be chained to their desk. Ultimately, being in the owners box means being the visionary of where a law firm is going to go and building a team to help execute it.

There are a few things to consider when selling a law firm at retirement. One thing is ensuring your finances are in order and that you are in the right place to sell. Think about your profit margin and where you will be at retirement. If you don't have enough, you need to think about ways to increase revenue and decrease expenses. Another thing is ensuring you as the owner are a bit removed from the firm, through processes and systems. The whole firm should not revolve around the owner. It is important to maximize the system, processes and people to ensure a firm can run without an owner.

In many cases, there will be multiple partners of a law firm. Victoria talks about how to address an attorney who wants to be a partner. It is important to consider if this individual will add value to your firm and that they have the best intentions. Ask a potential partner why they want to join and how they will make the firm the best it can be.

Listen in to learn more!


3:19 Victoria shares the mission of her company, Quid Pro Quo

10:32 Being in the owner's box

12:26 Considerations for selling a law firm

23:49 Associates expressing interest in becoming partners

27:23 Focus on developing leadership skills



Jim's Hack:
Sign up for Gary Falkowitz masterclass on intake and client advocacy, which helps people fix their intake systems at www.maxintake.com

Victoria’s Tip: Start learning about leadership instead of management and how to be a great leader versus a manager.

Tysons Tip: Read “Getting Things Done” by David Allen. The book has a lot of practical tips to help get organized.


🎥 Watch the full video on YouTube here


Connect with Victoria:


Save Time and Effort: Linking to Specific Times in YouTube Videos for Attorneys & Clients16 Oct 202300:11:30

Would you like to learn more about sharing Youtube videos more efficiently? In this episode, Tyson shares a tech tip on how to link a specific time to a Youtube video.

If you are sending a video to a client, it can be helpful to inform them of a specific part so they do not waste time watching the whole video (that is if they don’t need to). It is all about making it easier for your clients. On the desktop browser, all you do is go to the Youtube video, move the cursor of your mouse to the part of the video that needs to be shared, click the share button under the video, select “Start at” (make sure the time listed is correct), select copy and then paste the link it to an email or text thread.

At the end of the day, it is important that attorneys make processes that are simple and efficient. This will ultimately help clients understand what is happening with their cases.

Listen in to learn more!


00:24 The benefits of linking to a specific time in a YouTube video

2:16 Step-by-step instructions on how to link to a specific time in a YouTube video

10:11 The benefits of sending a specific segment of a YouTube video to clients


🎥 Watch the full video on YouTube here.


Resources:

Make the Most of Your Day: How to Use Spare Time to Tackle Your Tasks + Goals14 Oct 202300:06:32

Do you find yourself wasting time between meetings? In this episode, Tyson shares a time management technique called "attacking the open space" that he learned from his friend Jason Selk & Tom Bartow . 


Lawyers are very busy people who usually never have any time. With juggling client meetings, research for cases and court prep, there are many tips to use to maximize the time you have. Tyson shares the technique “attacking the open space” which means using the leftover time you have in your calendar to complete a task on your to-do list. For example, if you have a 60 minute client call and you finish early with 15 minutes left to spare, use that time to tackle a quick task.


“Attacking that time” allows attorneys to get a lot of things done. The amount of time could vary from 2 minutes to 30 minutes, depending on how busy a schedule is. Tackle that time by responding to an email from a client, setting up a meeting to follow up with a partner or conducting some quick research for a case.


It is all about maximizing your productivity!

Take a listen.


1:19 How to identify and utilize the open spaces in your calendar

2:25 The technique of attacking the open space in your calendar

4:13 Understanding how different salary ranges view time in varying units


🎥 Watch the full video on YouTube here.


Resources:

Overcoming Content Creation Complications with Jim and Tyson09 Jul 202400:25:13

Watch the YouTube version of this episode HERE


Are you looking to dedicate more time to content creation? In this episode of the Maximum Lawyer podcast, hosts Jim Hacking and Tyson Mutrux delve into the nuances of content creation, emphasizing the importance of simplicity and client-focused messaging. 


When it comes to getting a start in content creation, Jim and Tyson talk about the need for the process to be simple and manageable. Most people think that content creation needs to be complicated and advanced, with theme music, the most up to date camera and a dedicated editor. The reality is this can be done using basic equipment and some research. Creating good content also involves answering the questions people want to know. If someone searches a question up years later, they will fall into your funnel through a video that is focused on that topic. 

Consistency is key in the content creation space. In order to make an impact or get people to listen to what you are generating, there needs to be a consistent schedule to put content out. It may feel like generating multiple videos a week is a lot or you feel like you have talked about a topic too many times. But, the reality is not every person is going to watch the same video. Different videos are going to impact different people.

Listen in to learn more!


02:00 The importance of simple content creation

07:07 The significance of listening for new content ideas based on how people phrase their questions

09:49 Consistency and authenticity in content creation 

12:16 Focus on one social media platform 

13:45 Having a distinct voice and incorporating humor 

18:35 Keeping content creation simple

19:27 The importance of delegating finance-related tasks and the benefits of outsourcing

Tune in to today’s episode and checkout the full show notes here.

How Every Law Firm Can Find, Hire, and Train Rock Star VA’s12 Oct 202300:17:01


Do you need virtual support for your law firm? In this podcast episode, Daniel Maxwell, an attorney with Amicus Settlement Planners, discusses the benefits of hiring and training virtual assistants (VAs) for law firms. 

Daniel talks about how hiring internationally located individuals as VAs can help businesses grow and prosper. Many people have fears with hiring VAs, especially ones that live halfway across the world. Daniel says business owners need to move from problem centric thinking to solution focused thinking in order to get over these fears. Thinking about how a VA will help your company instead of what potential issues exist will lead to success. What makes outsourcing work to VAs in other countries beneficial is that people can be working at different times of the day. Daniel shares how he will provide a list of tasks to his VAs before he goes to bed and they are complete when he wakes up.

For many business owners, the question can be where to find the best VAs. Daniel shares the three ways to find VAs: hiring direct, using a freelance marketplace or using a VA staffing firm. It is important to not get stuck in this step. Choose a route to find a VA and follow through. If one method does not work to your liking, try a different one later on. Daniel stresses the importance of hiring a VA for one task. Not all VAs will be able to do everything and that is totally fine. For example, if you need help with invoicing, hire a VA solely for invoicing so they can focus and master that skill. If there are other tasks that they can do down the line, allow them to branch out.


Something to add to your recruitment process is having potential VAs complete a test task. This task should be similar to the work that person would be doing if they were to come on board with your firm. This will narrow down potential hires and sift out those who are not the right fit. It is also important to have a good standard operation procedure (SOP) for VAs to follow so everything is done in the way it needs to. Some examples include access to software or templates to complete work or a video demo on how to complete a task. This all helps VAs become familiar with how you run your firm and decreases the chance of a VA not knowing what to do.

Communicating with your VAs regularly is important. Pick a standard channel, whether it be email, Slack or Asana. Communicating new tasks is also crucial to ensure the VA understands how things work. When you are providing a new task, record a video demonstration so the VA can refer back to it.

Listen in to learn more on hiring VAs!


1:20 Daniel addresses the fears and concerns that may be holding law firms back

6:07 The different options for finding and hiring virtual assistants

9:09 Tips on filtering and hiring virtual assistants

10:14 The importance of having standard operating procedures (SOPs)

14:07 The benefits of investing in virtual assistants


🎥 Watch the full video on YouTube here.


Connect with Daniel:



Resources:

The Surprising Science of Building Real Resilience with Steve Magness10 Oct 202300:30:18

Do you need help in building toughness within yourself? In this podcast episode, Jim and Tyson interview mental toughness expert Steve Magness. They discuss the misconceptions about resilience and how to build true toughness. 


True Resilience


Steve talks about the thing people get wrong about resilience. Many people think resilience means putting your head down, grinding through anything and not letting emotions get in your way. But, resilience really is navigating discomfort and uncertainty and figuring out ways to decide what is best for you. Navigating new territory is scary and many people get anxious or scared if they don't know what to do. Steve shares that if you do something repetitively in which you are putting yourself in uncomfortable situations, your brain will adjust. It's all about looking for easy ways into that space.


True Toughness

Like resilience, many people get true toughness wrong. Toughness is about developing inner strength in order to choose doing something that is difficult. Whether it be lifting weights or running a marathon, there is an inner strength that is needed in order to decide if you are going to do it. There are ways to foster toughness within people and Steve speaks to law firm owners on how best to do it. One thing is giving staff a sense of autonomy, in which people feel they can actively contribute to their teams. Another thing is competency, in which staff have a path to grow and learn.


Staff Connections

It is so important to make and keep connections, especially while working virtually. It is easy to feel isolated when working from home and working with people who you never see face to face. Steve provides some insight on how to maintain these relationships. Before virtual work became the norm, there were water cooler talks and coffee breaks where people would get together and get to know one another on a personal level. Since most of that has gone away, Steve emphasizes the importance of finding ways to bring those in between moments back. One way is to spend 5-10 minutes at the beginning of meetings to share updates on what is going on in your life. Maybe ask a colleague how their vacation went or what they got up to on the weekend.

Take a listen to learn more!


1:30 Steve Magnus discusses the misconceptions about resilience.

3:13 How controlled stressors can help build mental toughness and resilience.

14:39 How leaders can foster internal confidence and toughness.

21:37 Tips on how to foster connection and belonging in the virtual workplace.


Jim's Hack:
If there is something that you're struggling with, look at the people who have succeeded at doing that thing and do what they do. 

Steve’s Tip: Get outside for a couple minutes, even if it is to just look at something natural. Getting outside has a restorative ability to your cognition. It will help get rid of some of that fatigue and help you perform better.

Tysons Tip: Think about how you work and where you're working. Think about reconfiguring things to a way that makes more sense for how you operate and it may help you work more efficiently.


Links mentioned

Book: Do Hard Things: Why We Get Resilience Wrong and the Surprising Science of Real Toughness by Steve Magness

🎥 Watch the full video on YouTube here.

The Ultimate Tech Tip for Restoring Closed Browser Tabs09 Oct 202300:04:53

Have you ever accidentally closed a browser tab and did not know how to recover it? In this episode of the Maximum Lawyer Podcast, Tyson shares a helpful tech tip on how to reopen closed browser tabs.


Tyson shares how to recover browser windows for both PC and Mac users. For PC users, the method to recover browser windows is clicking Ctrl, shift and T. In order to restore multiple windows, press the same keys over and over and the tabs will reopen in reverse order of when they closed. If you want to use your mouse instead, go to the browser, right click and select “reopen closed tabs”.

For Mac users, the way to recover tabs is pretty similar. It is Command, shift and T. It is important to be mindful that not all Mac computers have the same right click option that PC computers do. If you do not have it set up, use the right click option that your laptop has already (this could be through using the touchpad).

Listen in to learn how to save time with this tip!


00:24 The common issue of accidentally closing a browser tab

1:16 Two methods to reopen a closed browser tab


🎥 Watch the full video on YouTube here. https://youtu.be/nhBM7gqSm_w


Resources:

Unleashing the Power of Proactive Client Communication in Your Law Firm07 Oct 202300:10:39

Is your law firm struggling with how to effectively communicate with clients? In this episode, Tyson discusses the importance of client communication in a law firm. He shares tips on how to better communicate and action items firms can take.


Front End Communication

Tyson talks about the importance of front end communication. This involves communicating everything to your clients at the beginning so they don't call back multiple times with questions. Make sure to intentionally plan out what to communicate and when. There may be some information clients will need at different points of the client journey. Tyson uses the example of their own ten day onboarding email sequence, where over the course of 10 days, clients are provided with different types of information.

Client Satisfaction

Keeping clients in the loop is crucial to ensure they are satisfied throughout their time working with you. Track your firm’s responsiveness so you know how well the team is communicating with clients and how often. Tyson uses their own firm’s example, where the team does a client check in every 6 weeks. These calls involve communicating what is going on with a case, how the client is feeling and if they feel they are being represented appropriately. Make sure to build those calls into the calendar so they are not missed.

Ultimately, effective client communication is key to ensure your client knows what is happening and they are always kept in the loop. It is crucial if you want to get referrals as news about good service travels fast!

Take a listen.


1:11 Tips on how to up front load communication

3:47 Importance of tracking team responsiveness and communication scores

9:00 Tips for improving client communication

10:06 The significance of effective client communication for referrals


🎥 Watch the full video on YouTube here.


Resources:

The Ultimate Intake Machine with Kelsey Bratcher05 Oct 202300:12:35

Are you looking for a way to automate your intake system? Do you use various tools within your firm? In this podcast episode, Kelsey Bratcher from Hired Gun Solutions shares a presentation on automation intake and the evolution of the process.

The intake process began with a simple piece of paper. When someone called a firm, a receptionist or administrator would write their name and number down on a piece of paper. This would then get passed to the attorney. In the legal field today, there are many tools and softwares that are used to automate the intake process, making it more efficient and faster. The ideal intake system will get a client on board in one call, without having to bother with scheduling an appointment.

You want a level of consistency in the intake process. The same questions should be asked, the same information collected and the handoff of information should be right after everything is collected. This will ensure every client is treated the same and nothing is left out for the attorneys. Kelsey emphasizes the need to have a centralized system. If a firm is tracking calls and messages, scheduling meetings and has a marketing channel, all of this needs to be in one place or within one software.


Take a listen!


1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system

3:46 The need for consistency in how calls are handled

6:38 Centralizing information in one place

8:43 The importance of staying organized in the intake process

9:36 Easy and real-time access to reports and metrics

🎥 Watch the full video on YouTube here.


Connect with Kelsey:


Resources:

Creating Engaging and Valuable Law Firm Videos03 Oct 202300:25:11

Are you an attorney who wants to get into the social media space? In this podcast episode, Jim and Tyson discuss the importance of creating engaging and entertaining content for law firm videos and social media. 

Creating social media content is a difficult skill to master. It takes time and effort to not only understand how certain apps work but also what type of content is going to reel people in. Social media can be used to attract clients, especially those of a younger demographic. 


Tyson and Jim explore the idea of creating entertaining videos and if it will lead to more viewers and clients. One thing to consider is creating TikTok content that is a mix of fun and legal advice. The fun aspect allows viewers to get to know you as a person and then the legal advice will showcase the expertise.

Tyson and Jim talk about how viewers do not like the “ask” in social media content. The point of social media is to attract people to view your content and subscribe. The last thing people want is to have to go the extra mile for a creator all the time if they are asking their audience to do something. Sprinkling in the “selling” is a good way to get your message across. Giving away your best tips and advice will get people to listen. It is a risk because nobody wants to give everything away for nothing in return, but Tyson and Jim promise it is the best way to get the views without throwing things in people’s faces.

When creating content on apps like Tiktok, it is important to include all the necessary information without taking too much time. Make sure to address the question, provide a solution and have a call to action. It is really important to ensure videos are kept short. No one is going to listen to a video if it is too long because you lose the viewer if you do not get the point.

To be successful on social media, it is important to understand the rhythm of the platform. What are people talking about? What are the trends to know and follow? Get to know your audience and understand what they want to see and what questions they need answered. As attorneys, find out what legal advice people want to know. Is it about immigration, privacy, criminal or copyright? From here, you can create content in a way that will help you attain more clients.

Take a listen!


2:09 The significance of creating engaging and interesting videos

5:42 Balance entertaining content with informative legal content

10:04 Giving away valuable content to attract clients

18:35 The need for law firm videos and social media content to be short

19:56 Advice on how to make TikTok videos interesting by following trends



Jim’s Hack: Read the book $100M Leads: How to Get Strangers to Want to Buy Your Stuff Alex Hormozi 


Tyson’s Tip: Get your personal life organized through a Kanban board. Tyson suggests having columns for buckets such as “new task”, “doing” and “done” and using sticky notes to fill the board.


🎥 Watch the full video on YouTube here.

Warp Speed Wi-Fi: Navigating the Virtual Superhighway Like a Pro02 Oct 202300:11:17

Does your firm need better Wi-Fi? Do you struggle to have good connectivity during meetings? This episode features Tyson who discusses tech tips to improve Wi-Fi speeds for law practices. 

Regardless of the type of industry you are in, reliable Wi-Fi is a necessity, especially in this day and age. It is one of the only ways we are able to stay connected and know what is happening around us. Tyson talks about the need to understand what you are paying for. He suggests people google an “internet speed test” to check how fast the internet is and to test it all around the office. If the speed and the price don't match, it means it is time to make some changes.

Tyson provides some tips to use to solve connectivity and speed issues. One tip is to simply reboot your router, which involves unplugging the router for 30 seconds, pressing the power button and plugging it back in. This can reset your internet and bring it back to a good speed. Another tip is upgrading your router. Older routers are not able to keep up with the newer demands of Wi-Fi and can really slow everything down. Disconnecting multiple devices is something that can also speed up your Wi-Fi. Most times, people have their phones, laptops and TVs connected to the Wi-Fi which can really slow it down. Encourage people in the office to disconnect devices that they do not need.

Where your router is located in the office can really determine how strong the connection and speed is. If your Wi-Fi is slow, consider moving the router to a more central position. This could be a boardroom or office in the middle of the space. What this does is clear the path and not allow the connection to hit walls or barriers.

Take a listen!


00:24 How Wi-Fi speeds affect law practices

2:33 How to test your internet speeds using Google's internet speed test

4:29 Tips for improving Wi-Fi speeds


🎥 Watch the full video on YouTube here.


Resources:

Stress Reduction Strategies for Legal Professionals30 Sep 202300:08:46

Do you need some help in changing habits to reduce stress? In this episode, Tyson discusses the importance of stress reduction and shares practical tips for managing stress in the legal profession and as a business owner.


Tyson talks about the various ways to reduce stress as well as some things he has implemented. One of his tips to reducing stress is the method of box breathing. Box breathing involves inhaling for 4 seconds, holding your breath for 4 seconds, exhaling for 4 seconds and then holding your breath once more for 4 seconds. What this does is help center yourself and reach a state of calm.

Another tip is to turn off notifications. People are on their phones way too much and get distracted by all the apps. It can cause a lot of stress and many people can become addicted. Tyson suggests doing this as it allows you to control the flood of information that gets to you. You can control the amount and when you absorb it.

One final tip is to schedule your workouts. Realistically, if you do not schedule it, it's not going to happen. Scheduling it allows you to proactively plan and stay accountable to yourself. If you decide one day you are not in the mood to workout, schedule that time frame for a walk around the neighborhood or around the office.

Take a listen to learn more tips on how to reduce stress!


2:04 The technique of box breathing for stress reduction

4:47 Have you turned off notifications to reduce stress?

5:35 The importance of scheduling workouts

🎥 Watch the full video on YouTube here.


Resources:

The 5 Most Important Factors to Closing the Sale with Russ Nesevich28 Sep 202300:22:41

Are you a practicing attorney who struggles with closing a deal? In this episode of the Maximum Lawyer podcast, Russ, a salesperson with a law degree, presents the five most important factors to closing a sale. He talks about the skills and qualities an attorney needs to close a sale with a client.

Building Trust 

People will buy a product or become a client because of trust. Trust is essential in gaining the support and rapport of a client. Trust comes from credibility as well, in that you are good at what you do and you have the evidence to show for it. Now the question becomes: “How do you begin to build that relationship with a client?”

5 Steps for Closing a Sale

Russ talks about the five steps for closing a sale and how it can pertain to attorneys.The first step is engagement. As lawyers, engaging with the client at the beginning is easy because the client calls you for help. As long as you are quick with getting their needs met, you have them. 

Once this step is done, you need to focus on discovering the client. Get to know them and their needs. Spend time understanding their real needs and the needs they don't even know about. Walk the client through the process of how their needs will be both met and encourage them to take your recommendations. 


This leads to the third and most important step, which is building value. Clients are going to buy what you're selling, only if you convince them you or a product has value. To build value, communicate with them when you will be in touch, when you are available and all the information the client will need.


As attorneys, gaining the trust of the client comes from passion. You need to be passionate about them and their story. Working in the legal field comes with countless stories about people who have gone through turmoil, trauma and heartache. Clients need to have attorneys that are just as passionate as they are to solve the issue. This passion is important in showing clients that you care and are with them until the end. It will stem from the discovery stage, where you ask questions to get a better understanding of what the client needs and why they came to your firm.

Most of the time, potential clients don't know what they want because they are stressed out from their legal situation. As an attorney, you need to get them to commit to something. After showing them your value, have them commit to a phone call from you, a follow up call from your assistant, or signing the agreement. You need to give them a choice to make a decision. This is where you close the deal and retain the client.

Take a listen to learn more!


1:19 The importance of trust, credibility, and rapport in closing a sale

3:28 Engaging the client

10:04 The importance of building value.

19:30 The strategy of providing the client with a choice

🎥 Watch the full video on YouTube here.

Connect with Russ:




Resources:

Standing Out in a Sea of Lawyers with RizeUp Media26 Sep 202300:32:36

Are you a new lawyer and need help getting your name out there? In this podcast episode, Jim and Tyson introduce Vaidas Cikotas and Steve Williams from RizeUp Media, a digital marketing agency specializing in law firm marketing. They all discuss how attorneys can establish an online presence and set the foundations for their business.

First Thing to Setup

Working as a new defense lawyer involves a lot of marketing to get those first few clients. People need to be able to find you as a lawyer. One thing that is important to set up is Google My Business. This allows someone to add and edit business info and allows you to know how people find your business. This makes sure all information is up to date so you do not lose a single customer.

Make Connections

Networking is an important aspect of any business. In the legal field, networking with fellow attorneys is crucial to not only making connections but letting others know you are in business. If a fellow attorney cannot take on a case, they may refer a client to you. Being new in the business is all about making connections. Creating an online presence is another way to get your name and business out there. In relation to the legal field, commenting on various cases that are making headlines is a great way for people to understand your perspective. Social media like Twitter or Facebook is a great tool for this. The more online presence you have, the easier it will be for people to find you when they search on Google.

Consistent Online Presence

Vaidas and Steve talk about how a lot of great law firms exist but because they don't have a solid and consistent online presence, people are not aware of their work. They emphasize the need to keep an up to date website with the correct contact information, staff directory and biographies and the cases that attorneys have worked on. Think about this: If you need someone to landscape your backyard and the companies you are searching up do not have pictures of their landscaping work, you are not going to hire them. The same thing goes for law firms! Law firms and lawyers alike need to show their successes to get clients. 

Jim’s Hack: Don’t give your cell phone number to your clients when they are your clients, but give it to them after so they can refer you cases. 

Vaidas's Tip: Understand what you are spending for marketing and ask for help. 

Steve’s Tip: Give your clients your office phone number of your firm when they sign up.

Tyson’s Tip: Use Zoho voice!  

Episode Highlights:

  • 2:15 The initial steps attorneys should take to establish their online presence
  • 5:59 Importance of creating content to build presence on social media
  • 14:13 Exploring the long-term benefits of organic search results
  • 19:22 The significance of having a good online reputation

    🎥 Watch the full video on YouTube here.


Connect with RizeUp Media:



The Most Effective Strategies for Nurturing Referral Relationships with Brian Glass02 Jul 202400:27:45

Watch the YouTube version of this episode HERE


Are you looking to invest more time and money into marketing your firm? In this episode of the Maximum Lawyer Podcast, Jim Hacking and Tyson Mutrux interview Brian Glass, a personal injury lawyer from Fairfax, Virginia. Brian shares his journey in the legal field, and the shift in marketing that he has done with his firm, Ben Glass Law.

Brian shares some insights on his firm’s strategic shift from digital marketing to referral marketing, which has impacted the performance of his firm. Digital marketing involves putting money into running ads or commercials for a business. This only works if you have a team ready and able to take floods of calls from potential clients. Since most clients are calling to inquire, many will skip from firm to firm if that initial intake process is lacking. A shift to referral marketing involves putting money into a relationship management person whose job is to foster relationships with people who are most likely to refer others to the firm. Depending on how much money the firm is making, referral marketing might be more feasible and manageable.

Nurturing these relationships is so important if referral marketing is the avenue a firm chooses to go down. There needs to be a process in place to figure out where to search for potential clients who can refer people. This can be cold calling or cold emailing people within your postal code or city limits and meeting them one on one. Whether it's a coffee chat or a lunch, it is crucial to make personal connections with those who have a wide range of networks.

Take a listen.


Jim's Hack:
Read the book No Ego by Sy Wakeman. The book is about cutting down on workplace drama and what solutions can be implemented to create a better culture.

Brian’s Tip: Read the book The Comfort Crisis by Michael Easter, which talks about how comfortable people are in their day to day lives and how to move away from the mundane.

Tyson's Tip: Choose a theme for each month and encourage your team members to share something related to that team. 


08:39 The decision to shift from digital marketing to referral marketing, and the results of this change

05:54 Building relationships and prioritizing family time

10:59 Referral relationship management strategy 

14:16 Role of the relationship manager 

19:05 The importance of evaluating processes and seeking innovative approaches in law firm operations

Tune in to today’s episode and checkout the full show notes here.


Connect with Brian:


How Harpa.ai Revolutionizes Research, SEO, and Content Generation25 Sep 202300:06:54


Are you in the market for a new AI tool to help make your life easier? In this episode, Tyson Mutrux introduces in his new tech segment where he shares an AI tool called Harpa.ai. This tool is a side window to your browser and does a wide variety of things. 


The tool can answer questions that you ask it, provide a summary and even rewrite what you are looking at on the page. Harpa.ai can integrate with other websites or apps. For example, it can provide summaries of Youtube videos with timestamps and can read the PDF you are working on.


It is a great tool for writing as well. Whether you are writing a paper, website or a blog, the tool can mimic a specific writing style that you like. It also helps audit websites. If you have a website and you want it analyzed because you want to change some things, Harpa.ai will give you keyword reports, a strategy and meta descriptions. 


Take a listen to learn more about the various ways to use Harpa.ai!


1:16 Introducing Harpa.ai

2:21 The numerous features and capabilities of Harpa.ai

🎥 Watch the full video on YouTube here



Resources:

How Cold Plunges Can Supercharge Your Day23 Sep 202300:10:51

Are you looking for a new hobby to add to your routine? In this episode of the Maximum Lawyer Podcast, Tyson talks about cold plunging and the various benefits of it.


There is a lot of buzz around cold plunges. It is gaining a lot of traction and professional athletes are beginning to include it in their routines. Cold plunges do have a ton of benefits including improving your mood, strengthening your immune system, helping with inflammation and minimizing stress. Cold plunges can provide energy all day so you don't have to rely on coffee.


Tyson talks about the different ways you can create a cold plunge, which includes his very own creation of turning a chest freezer into a cold plunge tank. Adding a temperature controller onto a tank is important because it will freeze the water to a certain degree and then turn off. 


When starting to implement cold plunges into your daily routine, it is important to start with small increments of time. Do not just jump in and stay in the tank for 30 or 40 minutes. Start slow with 5 minutes and gradually increase the time as you continue to use it.

Listen in to learn more about cold plunges!


2:07 Explanation of how to convert a chest freezer into a cold plunge tank

6:20 The various benefits of cold plunging

9:05 Starting with shorter durations

9:51 Tyson advises listeners to consult with their doctors before trying cold plunges


🎥 Watch the full video on YouTube here.


Resources:

An Actionable Plan to Formulate and Automate Your Processes with Matt Spiegel21 Sep 202300:20:16

Do you need help improving your law firm's client journey? Are you finding it hard to get clients? In this episode, Matt Spiegel, the co-founder and CEO of Lawmatics, discusses the importance of providing excellent customer service in the legal industry and improving the client journey.

It is evident that lawyers are not CEOs. They don't run businesses. But, Matt emphasizes the need for law firm owners to run their practice like a business. Law firm owners need to go out and find clients to grow their firm just like a CEO would go out and make connections to grow their success. Part of growing your business and law firm ensures the client is always happy because a happy client equals a happy practice. Matt delves into the ways to prioritize the happiness of a client.

1 | Client Begins 

The client journey begins the moment a client reaches out to your firm via email or phone. This is part of the “client intake phase”. This phase is crucial to getting a client because they are reaching out to multiple firms at once. You need to ensure staff are engaging right away so they don't lose the client. Immediate engagement shows the client exactly how you will respond to them throughout the process. It shows that those in the firm care and are ready to provide the client with what they need, even if it's just basic legal information.

2 | Active Client

The “active matter phase” is the communication throughout the length of a client's case. Like phase one, communication is key to getting and retaining a client. It is important to provide the client information throughout the journey. Make it a habit to market to them. Send them information like newsletters that include things that are external to your firm. It is a good idea to set up a client portal, where individuals can go into a system and get updates on their case. If email communication is too much (and it can be in this industry), a client portal is a great way to input all necessary information and the client can retrieve it on the other end. 

3 | Former Client 

The “former client phase” is a neglected but important phase in the client journey. 75% of clients come from referrals. Even when a client’s case is complete, the relationship between the attorney and client needs to continue. There are many ways to maintain a good relationship with a former client. Send a birthday and holiday email every year or add them to a mailing list for networking events. What this does is let the client know the firm has their best interests in mind even after the working relationship ends.


Matt speaks about only doing things in your law firm that you can measure. You need to be able to back up your success with KPIs and numbers. Think about the conversion rates of initial screening calls that lead to actual clients. This will measure how successful the intake process is for your firm. Cost per lead and cost per client is another metric to consider to ensure the amount it takes to bring a client on board and how much you are making from that client makes sense.


Take a listen!


6:57 Immediate engagement and rapid response to create a positive first impression

8:45 Focusing on maintaining the relationship with a former client

8:58 Providing excellent customer service from the very first contact with a client

9:53 Delighting clients through effective communication during the active matter phase

17:29 The importance of automation


🎥 Watch the full video on YouTube here.

Connect with Matt:


Resources:

Hona: Transforming the Client Experience in Law Firms with Manny Griffiths19 Sep 202300:29:26

Are you curious about using AI in your law firm? In this podcast episode, Jim and Tyson interview Manny Griffiths, the CEO and co-founder of Hona (formerly known as Milestones), a legal tech company that uses AI to change the client management experience.

Hona was created as a way for client's going through the legal system to keep up to date on the progress of their cases. Manny shares about Hona as a “Domino's pizza tracker” type of system, where clients can know every aspect of their case and know where their cases are in the legal process. This stemmed from a personal story of being out of the loop in a case for months at a time, with no answers from his lawyer. 

Hona really works to improve the client experience and ensures those going through the legal process always know the status of their case. 

What makes Hona such a great product is that it includes every aspect of the client-lawyer interaction. The app includes basic communication, data collection (ie. basic personal information), billing and an AI chatbot that provides additional information on a case. 

Manny speaks to the fact that AI is drastically changing the way lawyers do their work. Though there are some that are hesitant to adopt it in their own firms, those that are wanting to elevate their firms are using it. Manny talks about how other people are becoming eager to learn about Hona and provides demos on how the app was created and how it is used. This shows the popularity of AI within the legal field. 


With the adoption of AI, the legal field is moving in a direction that many thought it would not go down. Simply put, the firms who are smart and take advantage of AI will prosper and the firms who are rejecting it will eventually go out of business. 


Listen in to learn more!


Jim’s Hack: Respond to your YouTube comments and see more engagement!

Manny’s Tip: Pay college football players or college athletes to do a small commercial or snippet and then send it to your alumni that are a fan of that team. Great, fun marketing! 

Tyson’s Tip: Use the Amazon smart plug to make life a little easier!


2:53 The motivation behind starting Milestones

10:06 The vision for Hona as a bridge between law firms and clients

11:18 Discussion of how clients can use the AI chatbot in Hona

19:03 Insights on the growing trend of niche AI startups in the legal tech space

21:28 Discussion on advancements in technology and legal knowledge


🎥 Watch the full video on YouTube here.


Connect with Manny:


Consider This When Adding Software to Your Tech Stack18 Sep 202300:08:54

Are you trying to figure out what software to use in your business? In this episode, Tyson talks about the use of different software solutions within the legal industry and how to determine which software deserves to be used in your firm.


Software is meant to be a solution, not add another layer of complexity in your firm. That is why it is important to really think about what software is going to help your firm achieve success. Think about what your firm really needs and what softwares will help with that. It is also important to think about usability. Most softwares are not user friendly and people can find it difficult to work with them when doing their day to day work. If it is too hard to navigate, move on to the next.

1 | Integration

It is important that softwares integrates with each other. Think about Microsoft and the many applications that integrate. Outlook connects to Planner as well as Teams which includes the Tasks and Approvals function. These various applications all coincide with each other, making working with this software very popular. 


2 | Non-Negotiables

Tyson talks about a non-negotiable when it comes to software in the legal field. Software with very good security and compliance is not something to ignore. Those working in the legal field handle sensitive subjects and details all day long. The software used needs to meet security benchmarks for the industry to keep client information safe. This can really put your firm at risk if this is not considered.  

Make sure to always include the stakeholders in your decision to use software. At the end of the day, those in the firm will be using it on a daily basis. So, make it a point to include them in the decision: ask for opinions, run a test demo and get feedback.

Take a listen to learn about what to consider when looking at new software for your firm!


00:24 The importance of considering different things when evaluating software

2:28 Software needs to be able to easily integrate with existing tools

3:24 The non-negotiable requirement for software


🎥 Watch the full video on YouTube here.


Resources:

Building Strong Teams One 'PEEEEps' at a Time16 Sep 202300:08:30


Do you want to know what to consider when looking for new employees? In this episode, Tyson discusses the qualities he looks for in team members, whom they affectionately refer to as "peeps” (more so “PEEEEps”) Tyson breaks down the meaning behind each letter of the word which is connected to different attributes.

1 | Passion 

“P” refers to passion (which is the first and last p). Tyson believes looking for people with passion and excitement for the work they do is important. Having people who genuinely love what they do makes a stronger firm. Those with passion put the client first and are eager to learn and grow.


2 | Energy 

The first “E” refers to energy. It is important to look for potential hires who thrive on action and can make conversation, which really helps with client management. 

3 | Energize

The second “E” refers to energize. These are people who hype others up and love working on a team. They are usually people who like to challenge themselves and achieve their goals.

4 | Edge

The third “E” is edge. Individuals with edge are able to look at problems from all angles. They also know when to stop assessing and make a decision. 

5 | Execute


The last “E” is execute, which are those who can get the work done and move it past the finish line. Realistically, you don't want employees who can’t finish a task, secure that client or win that case.

Take a listen to learn more about using “PEEEEps” to hire the best talent!


00:24 Tyson talks about building a strong team

2:17 Tyson discusses the importance of passion in team members

5:30 Tyson talks about the ability to energize others as a crucial quality

🎥 Watch the full video on YouTube here.


Resources:

From Panic to Profit: 3 Hidden Strategies Fast Growing Firms Use to Increase Profit14 Sep 202300:20:35

Do you want to create a more successful law firm, where you are able to take home more money? In this episode of the Maximum Lawyer Podcast, speaker Brooke Lively shares her personal experience of firing her biggest client and the resulting financial struggles for her business. 


Starting from scratch and building a successful business is a hard thing to achieve. Brooke talks about using the rule of thirds strategy to make her company a profitable one. The strategy involves the following: allocating a third of your revenue to paying salaries, a third to overhead and a third to profit. 


1 | Salaries


When it comes to paying employees, it is best to design compensation packages that work for your firm. 

Accountability within a law firm is so important. It moves work through a firm and can be used to dictate pay. One way to hold people accountable is helping them to create goals. Discussing goals will help employees understand what they want to accomplish. As an owner of a law firm, it is important to dedicate time with each employee on a weekly basis to speak through goals so that everyone is on track. 

2 | Overhead 

A lot of firms spend way too much money on marketing. Brooke speaks to how cutting the marketing budget is a great way to save money. One way to do this is to analyze the return on investment on all marketing channels for a firm each month. Whichever is the lowest that month is cut, which can save tens of thousands of dollars. Another way to save money is to review the monthly credit card bill to see what expenses have been neglected and therefore removed.

3 | Profit 

As a firm owner, there are many things you can do for your profit. One thing is to monitor it every month, tracking the increase or decrease of profit. Another thing is to figure out your salary, distributions and personal finances monthly to make sure you are not only making what you deserve but are paying off your expenses.


Listen in to learn how to make your law firm more profitable!


2:58 The rule of thirds

6:27 The importance of accountability in law firms.

10:51 Your digital marketing budget

11:35 Exploration of the expenses and benefits of coaching

16:28 The importance of properly compensating law firm owners.

🎥 Watch the full video on YouTube here.


Connect with Brooke:



Resources:

Unlocking the Secrets to Fast-Tracking Your Law Firm's Success Through Smart Staffing12 Sep 202300:31:25


Do you need some help in hiring for your law firm? Are you unsure what roles you need filled? In this podcast episode, Jim and Tyson welcome Brett Trembly, CEO and co-founder of Get Staffed Up. He discusses his new book "24 Months to Freedom: How Modern Law Firms Use Smarter Staffing Solutions to Fast Track Their Way to Success." The book lists seven crucial positions to hire that every law firm needs.

In order to have a successful law firm, you need the right people. You need to have an adequate amount of staff who are skilled in what they do. One of the most important roles to fill is that of an executive assistant. Without an executive assistant, many attorneys take on much more tasks in their day to day schedule. This ultimately takes away from what they need to do. An executive assistant wears many hats in a law firm. The role includes answering phones, preparing documents and bookkeeping. It is a multi-dimensional role that helps keep law firms running.


Many attorneys have a fear of hiring and will stall in getting it done. Sometimes this comes down to money. Brett speaks to not needing tens of thousands of dollars in the bank to hire. As long as there is enough to pay someone for the first 2 weeks, that is when it is time to hire. Hiring someone is not going to cost you money, but it will make you money. It will allow an attorney to focus on the important work, bring in more clients and therefore bring in more money.


Every successful law firm needs to have a full proof intake system, which includes a few different positions. 

➡️ One is a receptionist, who will answer phones and take messages. A receptionist is usually the first person a potential client will interact with, so this individual needs to be very well rounded. Answering the phones in a swift and quick manner is crucial to ensuring that potential clients are provided with what they need. If a firm does not have a receptionist, there is much opportunity to lose out on new clients. 


➡️Hiring an intake specialist is another position that is included in the intake process. This individual will know the process of the law firm in and out and will have some legal knowledge as well. They screen clients to ensure they are the right fit, refer clients to other firms when they are not and will set up  consultations for attorneys. These two positions not only add value to a firm but allow attorneys to focus on the core work.

Brett provides a few tips to help firms hire the right people. One great tip is to give potential candidates practical tests to see if they can not only handle the job but show off their skills and experience. For example, if you are hiring for an intake specialist role, do a quick role play scenario of a client screening call. This way, the candidate can show you in real time how they would handle that situation and what skills they would use to complete a successful call. 


Take a listen to learn more about who to hire and how to hire for a law firm!

6:30 Hiring an executive assistant

10:14 The fear that law firms have when hiring

11:27 The misconception of waiting to hire

13:23 The importance of hiring a full-time dedicated receptionist

20:23 Giving candidates a test



Jim's Hack: Have quarterly meetings with each team member to have conversations on a variety of things. This really shows the effort made to keep tabs on employees and discuss important aspects of one’s career, whether it be goals or growth. These conversations also help with understanding what is and isn't working for a firm from the eyes of an employee.

Brett’s Tip: Force yourself to take time off with your family. If you find you are more stressed when you return to work, that means you have more things to work on to address either your stress or your ways of working.


Tyson’s Tip: Have reference checks for hiring new people. They provide additional information that help get the right people in the right roles. It does add a little more time to the hiring process, but it is really worth it in the end.


🎥 Watch the full video on YouTube here

Connect with Brett:



Harnessing ChatGPT's Potential with Meeting Notes11 Sep 202300:04:27


Are you looking for a better way to maximize meeting notes? In this episode, Tyson introduces the new segment, Max Law Tech Tips. He shares a valuable tech tip on optimizing meeting notes using ChatGPT.


Many have used ChatGPT for writing content, whether it be essays or resumes. But, it can really help with elevating meeting notes, especially within the legal field. Tyson shares his experience in using the platform, more so on how it provides the opportunity to create a visual timeline of cases. 


Pasting content into ChatGPT can provide deeper explanations, potential follow up questions and suggestions on next steps. It takes on the role of a legal assistant who gives you quick advice on what to do next. 

Test it out for yourself!


Take a listen!


00:24 Tysons journey to using Chat GPT

1:12 The various capabilities of  Chat GPT



🎥 Watch the full video on YouTube here


Resources:

Breaking the Email Addiction: Embracing Scheduled Checking for Mental Clarity09 Sep 202300:11:23

Do you struggle with constantly checking your email or phone notifications? In this episode of the Maximum Lawyer Podcast, Tyson discusses how constantly checking your emails can have a negative impact on productivity and mental well-being. 


Whether you work in an office or work for yourself, many people fall victim to constantly checking their emails. This might not be at the fault of an individual person. This can stem from a culture of needing to respond to messages and emails quickly. Tyson refers to a study that shows that a constant string of emails can keep employees in a state of high alert all the time and actually increase stress levels.


It can be difficult to maintain focus when checking emails. If you are focusing on a task and you keep stopping to check an email, it will take more time to complete that task. It helps more to schedule time to check emails in blocks so you can complete all of your tasks for the day.


Tyson provides a few tips on checking emails at specific times throughout the day. Choose times in the day that work for you or when you usually find there is some downtime. If you find yourself more focused in the morning, check emails after lunch. If you have a specific day where a majority of your meetings are in the afternoon, check your emails in the morning.


Another tip is to communicate this schedule with clients. Let them know in your email signature that you check emails a few times a day so they know they might not get a response quickly. This way, you are able to maintain a level of consistency and efficiency in your day.

Take a listen!


2:42 Discusses the challenges and costs of constantly checking emails

3:47 Discussion of how a study shows that constant emails increase stress levels

7:09 Provides pointers for transitioning to checking emails only at designated times


🎥 Watch the full video on YouTube here.



Resources:

Send a Video Message to Your Client Instead & More!29 Jun 202400:12:55

Watch the YouTube version of this episode HERE


Are you a law firm owner who is looking to integrate technology into your processes? In this episode of the Maximum Lawyer Podcast, host Tyson Mutrux discusses the transformative role of video messaging in his law firm. 


Video messaging platforms are great tools to use in law firms as they can cut out lengthy emails and conversations. Tyson provides insight on a few applications that are great for lawyers. One of these platforms is Dub, which allows you to record yourself while reviewing documents. For example, if you are reviewing a document that requires feedback, you can open up the document using Dub and record yourself providing feedback in short clips. It is an easy and efficient way for clients to hear your voice. It is also perfect to use when responding to clients as it provides a unique way to update them on files.


Listen in to learn more!

02:17 Various ways law firms can use video messaging, including sending case status updates, onboarding new clients, explaining legal concepts, appointment reminders, client meetings follow-ups, requesting client testimonials, holiday greetings, and explaining documents and more!

Tune in to today’s episode and checkout the full show notes here


Resources:

How to Win at Intake with Gary Falkowitz07 Sep 202300:19:42


Are you struggling in the intake process as a lawyer? Is your firm finding it hard to maintain clients? In this episode, attorney Gary Falkowitz shares his insights on how to win at intake. 


Gary works with law firms to patch up the holes that exist and make firms better. Intake involves the process of when a potential client connects with a law firm. There are many steps to ensure the intake process is top tier.


1 | Clients

One of the many important things to consider when going through intake is understanding the mindset of a client. Living in a fast paced digital world, people want quick responses. If a firm wants a new client, that firm needs to be swift and respond as fast as possible. If not, the firm risks losing them to another law firm. 


Clients seeking legal representation are usually dealing with heavy things. Whether it be an injury, criminal case or a divorce, no one wants a lawyer. With that said, make sure you are showing compassion and speaking to them in plain language. Many cannot understand legal jargon!


2 | Training 


What makes intake a significant part of working with a client is the training process. It is important that those that work in a law firm are equipped with ongoing training to stay up to date on the intake process. Training can include how to respond to clients when they first reach out or how to run a successful intake call or meeting. Lawyers need to know how to make a decision on the fly, especially if a prospective client calls and wants a quick response. If the lawyer is up to date on the criteria, they should be able to know at that moment if the client can be represented. 


3 | Follow Up


Following up during the intake process is where some clients actually make a decision on a law firm. Most times, potential clients are submitting inquiries to multiple firms just waiting on the first response. If a client emails an inquiry question, respond once and then follow up again. Most times, clients are juggling a lot of different priorities and that inquiry fell off their radar. The follow up might just be the thing that reminds them and pulls them in.


The best way to keep a client is having a strong transition. Once a client is signed, give them homework. Give them all the information they need to feel supported. Provide information materials about the firm, contact information for the team, what you as an attorney expect from them and vice versa. Managing expectations is key. You need to express what you need from them and they need to express what they as a client need from you.


Take a listen to learn more about how to have a successful intake process!

2:09 Understanding the mindset of potential clients

3:53 The significance of training and ongoing education

9:27 Staff should be trained to make decisions

11:58 Law firms should continue following up

17:04 The importance of maintaining communication with clients


🎥 Watch the full video on YouTube here.

Connect with Gary:



Resources:

Perfectionism in Law Firm Owners: How to Break Free and Make Progress05 Sep 202300:27:04


Are you struggling with perfectionism in your career? In this episode of the Maximum Lawyer Podcast, Jim and Tyson discuss the damaging effects of perfectionism on law firm owners.

Perfectionism in the legal field can really hold people back in their career. It is a difficult hurdle to overcome because there are feelings of not being good enough. The constant need to be perfect can stop people from starting something new. It could be starting a new business venture, a new project or even a new relationship. The need to have everything go a specific way with no mistakes is something a lot of people struggle with and it can really hold people back from success.


Many people get stuck in “prep mode” when having a goal to start something, due to perfectionism. For example, if someone wants to start a business in the social media field and spends months talking about the content they want to post or how they are going to market themselves, but have not taken any steps towards starting the business, no progress is ever made. Getting started is the most important thing when doing something new. So don’t fuss about the small stuff and get something on paper.


When working towards something, it is important to think about this question: What did I accomplish today? Think about the small wins and celebrate that. At the end of the day, those small wins get you closer and closer to your goal. Worrying about every small detail and wanting to make it perfect will damage any chance you have in reaching your goal. 

Jim and Tyson speak to creating pattern interrupts to help with perfectionism. Pattern interrupts involve incorporating new things in your routine as a way to move away from repetitiveness. If you do the same thing everyday, it can aid in your perfectionism. Try going for a walk in between meetings or taking a call on your front porch. It is something to break up that task and maybe trick your brain into implementing it again.

Perfectionism is a tough quality to overcome. But, with small changes and the right actions, you can break the habit in your daily life and become content with letting things be how they are!

Take a listen.


Jim's Hack: Show gratitude to people who have helped you, especially on LinkedIn. It is a good tool to keep in your backpocket.

Tyson's Tip: Try out a cold plunge as it has many benefits such as boosting energy.

2:53 Jim and Tyson discuss how perfectionism holds law firm owners back.

5:24 Jim and Tyson share their own struggles with perfectionism.

13:20 Importance of celebrating small wins.

14:32 The importance of taking action.

16:15 The value of incorporating pattern interrupts into routines.

🎥 Watch the full video on YouTube here


From Capacity to Capability: Making the Call to Add a Seat on the Bus02 Sep 202300:11:35


Are you unsure if it is time to hire someone new for your business? In this podcast, Tyson discusses the timelines of adding a new face to the team as well as the financial aspects of hiring. He touches on the difference between capacity versus capabilities when hiring and how to make good hiring decisions.

The difference between capacity and capability is crucial to knowing when it is time to bring somebody onboard. Capacity is about the numbers. How many people do you have currently and how many tasks are getting completed? Capability is about leveraging the right skills and innovation to grow your business. Focus on hiring someone who will be an asset and will give you the leverage needed to be a better company.

For many the question is this: When do I know it is time to hire someone new? You need to look at overcapacity and if your team is overworked and staff are stretched too thin. Another important thing is if someone is “wearing too many hats'' and multitasking regularly. The last thing is opportunity cost, which for some might be losing out on clients because you don't have enough team members to take them on.


It is one thing to know more people are needed on a team, but it is another thing to be able to afford it. It is important to know if a company is in the right spot financially to hire someone new. Considering if a person being hired will bring the company revenue is significant as well.

Aside from the cost of hiring, culture fit is another consideration. Warren Buffett says to consider 3 things when hiring someone: integrity, intelligence and energy. Focus on these aspects of someone’s overall character and mindset to ensure they are going to succeed in a company.


Use these tips to ensure you get the right people for the job!

Take a listen.


3:41 Discusses the signs of overcapacity 

6:05 Discusses the cost of hiring 

9:56 Discusses the importance of a streamlined onboarding process


🎥 Watch the full video on YouTube here.


Resources:

The HR Process with Adela Zepcan31 Aug 202300:17:26

Do you want to know how to grow a company to include the best people possible? In this episode, Adela Zepcan, the Director of People and Culture at a law firm, shares her insights on running a law firm effectively.


Living in a post-COVID world, many companies are struggling with employee retention and high turnover. This has been due to people quitting their jobs to pursue their passions or people leaving for opportunities for more remote work.

Working in HR means you are selling your culture and company to prospective employees. You are bringing everything to the table including the company’s values, missions and what they can offer someone. It is important to use your resources to find candidates whether it be using your connections or investing in trusted job sites.

It is important to create a cheat sheet when going through the process. Keep interview questions clear and to the point to get the best possible answers and make sure the questions match the job descriptions. When you are in the process of hiring, you need to ensure it is quick as many candidates don’t wait and will grab the first option they are given.

During the onboarding process, get your team members involved to assist in giving new employees the best experience. Make sure details like assets and accounts are set up in time and training or manuals are ready to go. If these aspects of onboarding are not prioritized, new employees can feel that companies don't value them or their time. 


An employee stays with a company for an average of 2.8 years. When someone is leaving, it is crucial employees leave on a good note. Make sure to thank them for their time with the company, celebrate their accomplishments and wish them well on their new venture.


Ultimately, HR is all about people. It is all about how to attract, retain and grow your company.

Take a listen!


2:18 The importance of tailoring job descriptions and investing in the right job posting platforms

4:22 Tips on pre-screening resumes and conducting phone screenings to identify top candidates

8:23 Don't miss out on good candidates 

9:10 When reviewing resumes, consider candidates who may not have direct experience but have relevant skills or experiences. Ask behavioral questions that relate to the job

16:02 Tips on how to end an employee's service on a positive note, including thanking them, distributing work, and removing their presence from systems

🎥 Watch the full video on YouTube here.



Resources:

Boost Efficiency in Your Law Firm with Workflows with Melanie Leonard 29 Aug 202300:33:39


Are you trying to improve processes within your company? In this episode, Jim and Tyson interview Melanie Leonard, an attorney and expert in legal practice management software. She is also one of the first certified consultants in Clio. They discuss the adoption of technology among lawyers, in which Melanie gives lawyers a low grade.


Many law firms are behind the times and don't have a well thought out process that will serve law firms well. Melanie speaks to how creating workflows will lead to more efficiency and productivity in a firm. Workflows are simply just steps that people use to accomplish a task. But, not having one or not having a defined one can lead to many challenges.


Many companies do not have defined workflows because no one naturally thinks in systems. No one is going to add something that is obvious to a workflow. But, every step needs to be documented to ensure nothing is missed and the process is the same for everyone. When creating a workflow, don't assume people know the common sense of it. Add as much detail in there so whether someone is new to the company or a veteran, they will be able to accomplish the task.


In a law firm setting, it is best to create workflows for routine parts of the job like client intake or billing. They can even be applied to legal work that seems unique or that changes from case to case. Melanie says that creating workflows for things like filing a complaint or a motion can connect together to ultimately create a system.

Many lawyers truly underestimate how workflows can help them in their practice. Because many lawyers use the same process for different tasks, it makes way more sense to focus on creating that system. The truth is no one wants to recreate the wheel.


Take a listen if you want to use workflows to elevate your firm!



Jim's Hack: For those who want to create more content, listen to Gary Vaynerchuk to get more inspired on distributing and repurposing content.

Melanie’s Tip: Open up whatever project management software you are using and find the workflow feature to document steps in the process of a project. This feature allows for people to be alerted to when it is their turn to work on the next step.

Tyson's Tip: Make sure you get your quarterly meeting scheduled to talk about planning for 2024.


2:25 The overall adoption of technology by lawyers and gives a grade to their progress

8:31 Workflows! and the significance of having clear and documented procedures in law firms

10:58 The process of building workflows, starting with cover letters and tracking everything in the packet, and the importance of taking an organized approach

21:26 Advice on starting with workflows for the intake and sales process, followed by billing, and then focusing on substantive legal work

29:25 Advice to use the workflow feature in practice management software to document processes and alert team members about their tasks


🎥 Watch the full video on YouTube here

Connect with Melanie:

Cultivating Success: The Influence of Your Inner Circle on Goal Attainment26 Aug 202300:10:34

In this episode of the Maximum Lawyer Podcast, host Tyson Mutrux explores the powerful influence of personal networks on goal setting and achievement. 


Drawing on scientific studies and personal anecdotes, Tyson emphasizes the impact that our connections have on our behavior, habits, and overall success. 


He encourages listeners to intentionally curate their inner circle, surrounding themselves with supportive and inspiring individuals. Tyson provides practical steps for evaluating and refining personal networks, including conducting a "five person audit." 

00:25 The influence of personal connections on behavior, habits, and goal attainment, citing scientific studies and examples

06:34 The importance of evaluating and removing relationships that hinder progress and prevent achievement

08:44 Intentionally surrounding oneself with supportive and inspiring individuals for personal and professional growth

🎥 Watch the full video on YouTube here.



Resources:

The OI90 Formula: A Massive Time Hack for Lawyers with Brett Trembly24 Aug 202300:21:24

In this episode of the Maximum Lawyer Podcast, guest speaker Brett Trembly shares valuable insights on time management and productivity for lawyers. He introduces the OI90 formula, a three-step business system consisting of office hours, an issue matrix, and a 90-minute weekly team meeting. 


Brett shares the importance of protecting one's time and focusing on high-value tasks. He suggests implementing office hours for both team members and clients to minimize interruptions. 


Additionally, he suggests using software tools to streamline operations. Brett's practical tips and strategies provide actionable steps for lawyers to improve efficiency and success in their practices.


00:40 Introducing the OI90 formula and how it has been life-changing 

3:00 The challenges of running a one-man show

8:43 The importance of spending time on high-value tasks

12:15 A three-step business system that includes office hours, issue matrix, and 90-minute weekly team meetings

15:58 Setting office hours to minimize interruptions and increase productivity

17:08 Determining when interruptions are allowed based on specific criteria

18:01 Running productive 90-minute weekly meetings to address issues and push the business forward


🎥 Watch the full video on YouTube here

Connect with Brett:


Resources:

6 Valuable Ways to Maximize Your Work Week 22 Aug 202300:27:06


Are you looking for ways to maximize your work week and have a more productive mindset at work? In this episode of the Maximum Lawyer Podcast, hosts Jim and Tyson discuss the most valuable parts of their work week. Both speak to 3 things they do each week to help with productivity.

For individuals who own their own company, it is important to spend some time at the beginning of your week going over your priorities and to-dos. Jim talks about how spending 15 minutes with his personal assistant each week allows him to know who he needs to connect with, what meetings he has and go through his emails. Having that support allows you to delegate your tasks to other people so you can take some of that workload off of you.

Physical and mental health is so important to ensure you have a good work week. Both Tyson and Jim speak to the importance of prioritizing self care before they start the day, which helps get them focused and in the right mindset. Whether it be working out first thing in the morning or having a standing massage session in the middle of the week, these self care moments allow for you to recharge and refocus to continue your day.

Having weekly leadership team meetings is a huge part of not only having a successful company, but ensuring members of your team are on the same page and working well. Think of these meetings like a football team huddle, where you get in, figure out your game plan and “break” to get back to business. It allows for everyone to understand the goals for the week and speak to any wins or challenges.

For those in the legal field, mastermind sessions are a great way to network and learn from others. It is a chance to share your struggles with other law firm owners who will advise you on how to work through them.

Implement some of these strategies into your work week to achieve more productivity! Take a listen!


2:42 Jim discusses the importance of spending 15 minutes each day with his personal assistant to delegate tasks and clear out his calendar and email inbox.

4:16 Tyson talks about the significance of his daily workouts in helping him stay focused and release extra energy, as well as the added benefits of cold plunges.

8:53 Tyson highlights the value of the L10 meeting, a weekly leadership meeting where the firm's leadership team comes together to address issues, align goals, and move the firm forward.

11:35 Speaker 2 emphasizes the need to take time to rest and relax in order to have a clear mind and come up with innovative ideas.

13:51 Speaker 3 explains what a mastermind is and how it involves sharing goals, wisdom, and problem-solving among law firm owners.


Jim’s Hack: In every conversation you have you are being presented with content ideas. Notice, pay attention and write it down! 

Tyson’s Tip: Grab the YouTube Transcript Extractor Chrome Extension!


🎥 Watch the full video on YouTube here.


Mastering the Top 3: How to Set and Execute Your Most Impactful Goals19 Aug 202300:09:47


Do you have a habit that affects your daily productivity and performance? In this episode, Tyson discusses the approach to getting things done by focusing on the top three tasks for the day. It is perfect for those who have busy work days and need to keep their heads down with no distractions.

Tyson suggests writing down the top three most important tasks each day, focusing on those that will have the greatest impact on your goals. But why only three goals? Why not five or ten? Having a long list of daily tasks means all of them are not important. This approach is about finding the balance and narrowing down your priorities to a select few.

Think about your long term goals and what daily actions will lead you to achieving them. For those in the legal field who want to grow their firm, tasks might be reaching out to referral partners or working on a high profile case. It is all about figuring out your vision and then tying critical goals to it.

Create space in your day to focus on these important tasks. One great way is to knock them out at the beginning of your day. Block time in your calendar and mute your emails and notifications so you are not distracted. That way they are complete and you can go about your day doing other things.

Achieving your goals through focusing on 3 tasks is a mindset that will only lead to greater success. This approach will create momentum and boost productivity.

Take a listen!

1:15 Tyson discusses the concept of focusing on the top three tasks for the day and how it can significantly impact productivity and performance.

5:15 Tyson explains the importance of executing the top three tasks and how it sets you up for a successful day and boosts productivity.

07:07 Tyson discusses common mistakes in choosing tasks and emphasizes that mastering the top three tasks is not just a productivity hack, but a mindset of knowing what matters most.


🎥 Watch the full video on YouTube here. https://youtu.be/nY0-nM6H6XI



Resources:

You're Just a Highly Paid Bookkeeper with Adam Rossen17 Aug 202300:22:53


Are you looking for growth in your business? Did the pandemic cause a slow down? In this episode, Adam Rossen shared his experience in growing a law firm. He speaks to how the pandemic caused a decrease in business, but how adopting a few new habits and new ways of working, turned his business into a success again.

In order to get his business back to how it was pre-pandemic, Adam double downed on marketing his business. He focused on internet marketing projects and revamping his website.


When you run your own business, wearing too many hats can be an issue. It can even lead to you becoming overwhelmed and burnt out. Adam mentions how during his quest to make his business successful again, he was doing all the bookkeeping and office management for the business. This took him away from the real work. From this, Adam speaks on learning how to delegate tasks, hire the right people and hold yourself accountable.

When searching for new people to join a business, it is crucial to develop a streamlined hiring process. It's important to be smart in your hiring. Don't overanalyze everything but focus on those who are the right fit for your company.


Forecasting can be a helpful way to predict what your business will look like in a few months or years. If your business is set to grow, it could be an indicator you will need to hire people to support that growth. Being proactive is a great way to get ahead.


A mix of the right team and hard work will lead to increased success and revenue.


Every challenge is a new opportunity to grow and learn! Listen in.



2:11 Significant law firm growth 

9:17 The experience with the hiring process and how they streamline it

10:09 The importance of taking action in business decisions, but also being smart and not getting caught up in chasing new ideas without careful consideration

13:09 The process of letting go of control in various aspects of their business, such as bookkeeping and office management, in order to grow and scale their firm

19:34 The goal of becoming a data-driven firm and the need for another lawyer


🎥 Watch the full video on YouTube here.


Links mentioned




Resources:

The Awkward Art of Having Hard Conversations with Jim and Tyson25 Jun 202400:29:12

Watch the YouTube version of this episode HERE 


Are you a law firm owner who avoids having tough conversations? In this podcast episode, Jim Hacking and Tyson Mutrux engage in a candid discussion about the challenges of having difficult conversations. They share personal experiences and struggles, and talk about ways to overcome fears of handling tough conversations in the workplace.

Having tough conversations in the workplace is an unavoidable thing, especially if you are a business owner or have a team of employees that you oversee. Jim and Tyson talk about where the fear stems from. For Jim, it stems from the need to control the outcome of a particular situation. If you say something in a certain way, you may be able to control the outcome. But, in reality sometimes things just need to be said in order to not let situations get out of hand. For Tyson, he struggles with sugar coating conversations and not truly letting someone know how he is feeling. This can lead to conversations that never amount to anything significant.

Jim and Tyson share a few ways to approach difficult conversations so you don’t avoid them. One thing to do is try to see things from the other person’s perspective. For example, if an employee did something that you do not like, try to understand why they may have done it to begin with. Maybe they made a decision based on a lack of training or they did not have the adequate resources to do their job.

Take a listen to learn more!


05:01 The challenges and personal experiences with difficult conversations in the workplace

06:14 Exploration of the fear and control associated with having difficult conversations

10:17 Emotional regulation and self-reflection during difficult conversations

13:20 The middle path in handling difficult conversations

14:17 Importance of considering different perspectives during difficult conversations

18:05 Strategies for dealing with dishonesty during difficult conversations

20:04 Importance of active listening and follow-up questions 

23:10 Using a technique to identify and address emotions before engaging in challenging discussions



Tune in to today’s episode and checkout the full show notes here

Streamline Your Legal Research with Nicole Clark15 Aug 202300:33:41


With court data difficult to access, Nicole Clark created Trellis. In this episode, Jim and Tyson interview Nicole, the CEO and co-founder of Trellis Research, an innovative legal analytics platform. 


Nicole shares her background as a business litigation and labor and employment attorney, who after dealing with the challenging task of accessing state court data, created Trellis. The best thing about Trellis is that it leverages technology that helps lawyers gain a competitive advantage in the courtroom and help win their cases. 

Law firms who use this platform use it for a variety of things, such as judge and opposing counsel research, writing motions and learning about other cases.


As CEO, Nicole speaks to the importance of evolving in any industry, especially one as complex as the legal field. Building something new is full of ups and downs and trying to figure out how to do something is challenging. Most people do not tackle an issue simply because it’s too hard. But, Nicole speaks to thinking strategically and working with others to push through challenges.


In a world where AI has become so popular, Trellis has a data set that can assist lawyers when they are stumped and don’t know where to start. Are you writing a motion on an unfamiliar topic? Trellis can pull up a few similar motions so you can use them as a template to begin writing. With this, the platform fills in the legal gaps and gives lawyers the confidence to practice!

Attorneys can decide for themselves if Trellis is right for their firm.

With Trellis Research, you never have to go to a confusing county court website again for legal support!

Take a listen.

Jim’s Hack: Book revisiting: The 7 Habits of Highly Effective People by Stephen R. Covey — so many great lessons in there, especially for law firm owners. https://amzn.to/3KH85XH


Nicole Tip: Podcast listen: It's called “the Knowledge Project” with Shane Parish.


Tyson’s Tip: Do a 1:1 check ins with leadership team members for 15 mins a month.


3:22 Nicole explains how her frustration with the lack of access to state court data led her to create Trellis Research, a legal analytics platform that provides litigators with strategic legal intelligence and judicial analytics.

8:49 Nicole talks about the monumental task of collecting and structuring data from different counties, including the antiquated system in Cook County, and how Trellis Research tackles this challenge.

18:13 Exploration of how Trellis Research's unique data set can be incorporated into AI technology and improve legal research and writing.

21:06 Discussion about the analytics available on Trellis Research, including active cases, average case length, motion granted rate, verdict plaintiff versus defendant, and the potential impact of other companies buying similar platforms.

25:05 Discussion about how Trellis Research provides value to attorneys, particularly small firms, by offering access to court of appeals case law, helping with research, and providing a platform for efficient and fast work.

🎥 Watch the full video on YouTube here.

Connect with Nicole at Trellis:

Resources:


Unlocking Your Inner Drive: Unraveling the Dynamics of Extrinsic and Intrinsic Motivation12 Aug 202300:07:28

Ever stop to consider the inward and outward motivation it takes to run a law firm? Tyson shares his insights on the importance of enjoying the journey and not just the destination, which helped him become successful in owning a law firm.


It is important to shift the perspective towards achieving pleasure from the effort you put into your work, especially living in a world that focuses on rewards. Sometimes these external rewards (like money) can take the joy out of an activity.


In the legal field, the effort you put into the work - whether it be the research or crafting the argument is just as valuable as winning the case. Ultimately, you want to grow in your career and unlock your full potential.


Look beyond rewards and embrace the joy because life is all about balance!


Definitely a must listen!


00:25 The concepts of intrinsic and extrinsic motivation in the context of running a law firm

02:23 The idea of finding pleasure in the effort and journey of practicing law, rather than solely focusing on external rewards

04:57 Tyson challenges listeners to look beyond external rewards and embrace the intrinsic joys of the legal profession to unlock their true potential

🎥 Watch the full video on YouTube here.

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How To Run Your Law Firm Under 25 Hours Per Week with Darcel Lobo10 Aug 202300:17:45

In this podcast episode, guest speaker Darcel Lobo shares her insights on how to effectively run a law firm in under 25 hours per week. She stresses the importance of gaining control over one's time and shares her own strategies for achieving work-life balance. 


Darcel discusses the importance of delegating tasks that are not the best use of your time and setting boundaries with staff, clients, and family. She also suggests easy wins like managing email notifications and sticking to a set schedule. 


Overall, Darcel's approach offers valuable tips for lawyers to become more efficient and reclaim control over their time.


00:40 Darcel strategies for running a law firm in under 25 hours per week 

03:03 How she plans her workweek, including non-negotiable time off on Fridays 

07:47 The benefits of transitioning her practice to flat fees

10:46 The importance of setting boundaries with staff, clients, and family 

12:50 The need to respect the boundaries you set for yourself, such as work hours and client selection, to maintain work-life balance

14:34 Provides tips on managing email and phone calls to minimize distractions 

🎥 Watch the full video on YouTube here.

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