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TitreDateDurée
332: The role your firm needs but can't name15 Sep 202600:37:16

A few weeks ago, one of Sarah Persich's clients dropped an AI agent into their Slack workspace. Sarah gave it the criteria her client's intake team is supposed to follow on calls — build rapport, handle objections, gather the right information — and asked it to listen to the recorded calls and grade every person against those criteria.

It came back ten minutes later with work that would have taken weeks by hand.

The tool is Viktor. We spend a good chunk of this episode on it, because it runs inside Slack or Teams and it's proactive. It doesn't wait to be asked.

But the tool isn't the whole story. Sarah calls herself a fractional integrator, and it's a role many small firms need without knowing what to call it. Which means they never go looking for one.

We talk about where Zapier still fits, why connecting Claude to your email and calendar matters more than it sounds, and where I'd draw the line on giving AI access to your browser.

Chapters

00:00 The tool that graded weeks of intake calls in ten minutes 
02:17  From law firm employee to the "automation lady"
03:34 Why an automation request is usually a systems problem 
07:04 What a fractional integrator does, and where the name came from 
09:29 Where Zapier still fits now that AI has caught up
13:21 Claude, MCP connections, and the browser access red flag 
17:31 Why connecting email and calendar is the real shift
19:31 Meet Viktor, the autonomous agent living in Slack
21:31 Grading every intake call and catching leads that slipped
25:48 Acting without approval, proactive nudges, and what it costs
31:22 Why firms under ten lawyers need this role, and how to reach Sarah

Resource Links

Follow and Review:

I'd appreciate it if you could drop a review over on  Apple Podcasts. It only takes a few seconds and helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

331: When AI Starts to Look Like Judgment (with Carolyn Elefant)01 Sep 202600:38:09

Carolyn Elefant has been practicing law for thirty-five years and writing about solo practice for almost as long. In this episode she and Ernie get into how AI is changing litigation — not in theory, but in the cases she's handling right now.

Carolyn walks through experiments she's run and posted publicly, including having AI draft the judge's opinion from both briefs before she wrote her reply, and hiding instructions inside a brief to see which AI tools would follow them. One tool refused. One followed them. The third declined the part it considered unethical and went along with the part it considered harmless — which is the interesting one, because it looks a lot like judgment.

They also cover which tools she reaches for and when, why she pays for the business version instead of the free one, where a lawyer should start if all of this feels overwhelming, and her upcoming 'Bellwether AI Litigator' conference on September 17 and 18.

Chapters
0:05 Episode Overview
1:45 Smith.ai Sponsor
2:30 A Small Firm That Fights Big Energy
7:09 Her First AI Experiments
10:46 Making AI Write the Judge's Opinion
12:59 The Prompt Injection Test
14:44 When AI Starts to Look Like Judgment
17:38 Connecting Claude to Email, Files, and Court Listener
25:02 Where a Lawyer Should Start
27:02 Free vs. Paid, and What Happens in Discovery
28:35 The Bellwether Litigator Conference

Resource Links

Follow and Review:

I'd appreciate if you could drop a review over on  Apple Podcasts. It only takes a few seconds and helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

330: Why Claude Gets Dumber—and How Lawyers Can Use AI Better18 Aug 202600:42:16

In this episode, Ernie Svenson talks with Docket Drafter co-founder Tommy Eberle about what lawyers need to understand to use AI tools like Claude more effectively. They unpack why Word documents consume so many tokens, why AI performance can decline during long chats, how context windows and compaction affect results, and when to use different Claude models and thinking levels.

Tommy also explains how lawyers can use AI to organize files, automate repetitive document work, and build more efficient workflows—without needing to become programmers themselves.

Chapters

0:05 Why AI Frustrations Make Sense
3:03 From Coding To Legal AI
8:05 Making Word Agent-Friendly
16:20 Why Claude Gets Dumber
26:21 Models, Thinking, And Compaction
34:33 Files, Folders, And Better Prompting

Show Notes

Follow and Review

I'd appreciate it if you could drop a review over on  Apple Podcasts. It only takes a few seconds and helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

329: Introduction to Claude and Its Potential21 Jul 202600:38:51

Most lawyers using Claude are only scratching the surface of what it can do. In this episode, Ernie Svenson talks with former litigator and software founder Nick Chapleau about using Claude as more than a chatbot—as a chief of staff that can help run a modern law firm.

They explore email triage, workflow automation, firm knowledge bases, custom dashboards, security, and what it takes to build a truly Claude-native practice.

Chapters

0:05 Using Claude as Chief of Staff
2:34 Nick's Legal and Software Background
8:07 Building a Claude-Native Law Firm
14:55 Automating Email and Firm Workflows
19:54 Creating a Central Firm Wiki
31:06 Hosting, Security, and Implementation

Resource Links

Follow and Review

I'd appreciate it if you could drop a review over on  Apple Podcasts. It only takes a few seconds and helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

328: The Golf Lesson That Changed How I Teach AI23 Jun 202600:10:25

Most AI training for lawyers is shiny-object stuff — nine prompts, the "ultimate playbook" — and that's exactly why none of it sticks. My old golf instructor figured this out decades ago, and he taught me the fix before AI even existed.

In this episode I tell that story and show you the one approach that actually works when you're learning to use AI in your practice. It's slower than chasing the next shiny thing, but it's the only thing that's ever worked.

Resource Links

Follow and Review:

I'd appreciate if you could drop a review over on  Apple Podcasts. It only takes a few seconds and helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

327: How a Seasoned Litigator Became an AI Power User26 May 202600:38:02

Ernie Svenson sits down with complex litigation attorney Richard Serpe to explore how he went from struggling with AI basics to becoming an advanced user in just 18 months. Richard shares how he uses tools like Claude, Perplexity Computer, NotebookLM, and AI skills to manage complex cases, organize research, prepare witnesses, and build better legal workflows.

They also discuss the real costs of agentic AI, why file structure matters, how lawyers can avoid getting locked into one platform, and why curiosity may be the most important skill for adopting AI in legal practice.

Chapters

0:07 Richard's AI Journey
4:26 Early AI Friction
9:25 File Structure And Memory
15:34 Perplexity Computer Costs
26:17 Skills In Claude
35:57 Final AI Adoption Advice

 Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 
326: Perplexity for Lawyers: AI Research With Sources12 May 202600:08:03

In this episode, we cover Perplexity—what it is, how it works, and why it deserves attention from solo and small firm lawyers. Ernie explains how Perplexity differs from traditional Google research by using AI to search the live web, synthesize answers, and provide footnoted citations so lawyers can quickly verify the sources behind the response.

You'll also hear practical examples of how lawyers are using Perplexity to research opposing counsel, evaluate expert witnesses, get oriented in unfamiliar areas of law, and test assumptions with sourced answers. Whether you are new to AI research tools or already using ChatGPT, Claude, or Gemini, this episode gives you a clear foundation for understanding where Perplexity fits—and why the next episode's conversation with Richard Serpe will make much more sense.

Chapters

0:05 Perplexity Episode Overview
1:17 Smith AI Sponsor
2:49 Perplexity Basics
4:35 AI Landscape Comparison
6:27 Lawyer Use Cases
8:00 Paid Features
8:59 Perplexity Computer Preview
10:08 Inner Circle Invitation

 Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 
325: Copilot Doubt To Power14 Apr 202600:28:07

In this episode, we talk with tax litigator Brandon Siegal about why Microsoft Copilot has gone from a disappointing experiment to a genuinely useful AI tool for legal work. We unpack what changed with Microsoft's latest updates, including direct Word editing, deeper research capabilities, and new ways to connect AI with the documents and systems lawyers already use every day.

You'll also hear Brandon explain his "braiding" approach—combining multiple AI tools so they strengthen each other's output—and why he believes Google Gemini remains one of the most overlooked options for lawyers. Whether you are testing Copilot, comparing AI platforms, or building a smarter workflow, this conversation offers practical ideas for getting more value from the tools available right now.

Chapters

0:05 Copilot Skeptic To Believer
2:00 Brandon's AI Journey
7:18 Wave 3 And Word Editing
13:02 Braiding Multiple AI Tools
14:46 Deep Research And Cowork
23:54 Why Gemini Stands Out

 

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

   
324: Why I switched from ChatGPT to Claude24 Mar 202600:12:37

In this episode, we explore why a long-time ChatGPT user made the switch to Claude and what ultimately drove that decision. We break down how features like direct file access, structured project workflows, and custom skills are transforming the way lawyers handle complex, document-heavy work. You'll hear how AI can dramatically speed up tasks like course creation, improve writing quality, and act more like a true thinking partner. Whether you're new to AI or already using it in your practice, this episode highlights how choosing the right tool—and setting it up properly—can unlock a whole new level of productivity.

Chapters

0:05 Why I Switched AI Tools
1:10 Sponsor: Smith AI Overview
2:25 Claude Co-Work Feature
4:10 Building Courses With Claude
7:05 Training Claude & Turning Point
9:30 Skills Feature For Lawyers
12:10 Final Thoughts & Recommendation

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

323: Revolutionize Your Law Practice with AI and Flat Fees25 Feb 202600:16:43

In this episode, we explore how lawyers can adapt to rapid AI advancements by shifting from billable hours to outcome-based, flat-fee services. We'll discuss creating a better client journey, using AI to improve research efficiency, and offering privileged, flat-fee AI-driven legal searches as a way to stay relevant and attract clients.

Chapters

00:00 Breaking Free from the Billable Hour

05:04 The Shift Towards Client-Centric Outcomes

10:24 Leveraging AI for Legal Services

Resource Links

Follow and Review:

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

322: Scaling Smarter: EOS Strategies for Law Firm Growth27 Jan 202600:32:45

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining professionalism and integrity.

Chapter Markers

0:00 Brooke's Legal Industry Background
1:09 Understanding Law Firms as Businesses
2:30 EOS and the Three Buckets
3:09 Becoming an EOS Implementer
6:06 The Six Pillars of EOS
10:04 Handling Toxic High Performers
13:50 Cash Flow Forecasting Basics
16:13 Six Key Numbers to Track
20:24 Owner Compensation & Firm Growth
23:13 Mindset Blocks Around Money
24:42 Hiring Smart vs. Cheap
27:24 Smart Outsourcing Strategies
29:33 Leveraging AI in Law Firms
31:16 EOS Implementation Resources

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 
321: Stealth Recording -a Smart Move or Dangerous Ethics Problem?20 Jan 202600:11:56

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining professionalism and integrity.

Chapter Markers

0:00 The Rise of Frictionless Recording
1:00 AI Tools Enable Passive Recording
2:30 Why Lawyers Record Conversations
4:00 Legal Risks of AI Recordings
5:00 Biometric Privacy and AI Tools
6:30 Ethical and Client Trust Issues
7:20 Moral Implications of Covert Recording
8:30 Practical Recording Best Practices
9:45 Transparency, Sharing, and Final Thoughts

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

320: AI in Legal Decision-Making: The Dawn of a New Era16 Dec 202500:10:30

In this episode, Ernie explains how the American Arbitration Association is now using AI to draft decisions, subject to human review. The discussion covers the importance of transparency, control, and human oversight in the arbitration process, as well as the potential for AI to improve access to justice by making dispute resolution faster and more cost-effective.

Key Takeaways

  • AI is not about replacing humans but enhancing their capabilities.
  • The American Arbitration Association is pioneering AI in legal disputes.
  • AI can draft decisions, but humans retain final authority.
  • Transparency and control are crucial in the arbitration process.
  • Party validation ensures fairness and understanding in disputes.
  • Governed AI operates within strict guidelines to ensure accuracy.
  • The system learns from human edits to improve over time.
  • Speed and cost savings are significant benefits of AI arbitration.
  • AI can open doors to justice for underserved populations.
  • This technology may signal a fundamental shift in legal processes.

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

 

319: Gavel Exec: AI Copilot for Legal Drafting09 Dec 202500:34:42

Show Notes

In this podcast episode, Ernie Svenson interviews Dorna At Gavel, a former attorney turned tech entrepreneur, about her journey in creating Gavel, a legal technology platform. Dorna shares her experiences in building Gavel Workflows and Gavel Exec, tools designed to automate document creation and enhance legal drafting with AI. The conversation explores the integration of these tools with Microsoft Word, the importance of user experience, and the future of AI in the legal field. Dorna addresses common misconceptions about AI, the concept of 'vibe lawyering,' and how these technologies can empower lawyers to focus on more meaningful work while improving efficiency.

Takeaways

  • Dorna transitioned from law to tech to help domestic violence survivors.
  • Gavel Workflows automates document creation for legal professionals.
  • Gavel Exec serves as an AI copilot within Microsoft Word.
  • The platform is designed to enhance collaboration and efficiency.
  • AI tools can help lawyers focus on higher-level tasks.
  • Misconceptions about AI include fears of job loss in the legal field.
  • Vibe lawyering encourages creative legal thinking with AI assistance.
  • Training junior associates can be streamlined using AI playbooks.
  • Gavel Exec integrates with existing workflows to improve productivity.
  • The future of legal practice will likely include AI as a standard tool.

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

318: AI is a consensus machine (and here's why that's good for some lawyers)26 Nov 202500:07:01

Show Notes

In this episode, Ernie discusses the impact of AI on the legal profession, emphasizing that while AI may replace surface-level tasks, the best lawyers will thrive by focusing on deeper, strategic thinking and understanding complex legal outcomes.

Takeaways

  • The best lawyers won't just survive this wave of AI. They're gonna dominate.
  • If your work is mostly surface level, AI is gonna replace you.
  • To remain indispensable, focus on outcomes and hidden risks.
  • Understanding the chessboard of legal scenarios is crucial.
  • Lawyers must evolve their skills to adapt to AI advancements.
  • AI should be seen as a tool, not a replacement.
  • Strategic thinking is key in the legal profession.
  • The future of law requires innovation and adaptation.
  • Surface-level tasks can be automated, but deeper insights cannot.
  • Indispensable lawyers will thrive in the AI era.

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

317: AI, ClioCon, and the Future of Law: What Lawyers Need to Know Now04 Nov 202500:35:56

 In this episode, California attorney Jeff Lewis and I discuss the recent Clio conference that took place in Boston, which we both attended along with 2,700 other lawyers. 

There was a lot of discussion about AI and how its growing adoption will impact lawyers in the coming years.  We of course will discuss Richard Susskind's Keynote speech, which was a disturbing warning about the massive disruption AI is likely to bring to the legal profession. Jeff called it a "gut punch" and you'll want to hear why he found Susskind's speech so unsettling. 

Topics Discussed

  • Clio's New AI Tools and Integration Plans
  • The Legal Trends Report and Data Insights
  • Clio's 1$ Billion V-Lex Acquisition and what it means
  • Peggy Gruenke's KPI Session Takeaways
  • Richard Susskind's take on AI and the Future of Law
  • AI Adoption Challenges and Lawyer Resistance
  • Future of Legal Careers and AI Skills
  • Lawyer Reactions to Susskind's AI Predictions

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

316: Inside the Smartphone-Powered Law Firm (with Elise Buie)15 Oct 202500:49:01

What if you could run a thriving 40-person law firm entirely from your smartphone? In this episode, attorney Elise Buie—known as "The Smartphone Lawyer"—shares how she scaled her Seattle-based family law practice through radical delegation, smart systems, and the strategic use of virtual assistants. From hiring and managing overseas talent to automating key workflows, Elise reveals how she built a firm that operates seamlessly, even when she's halfway around the world.

She also breaks down the mindset shifts lawyers need to overcome perfectionism, embrace technology, and trust others to get things done. Whether you're a solo practitioner or managing a growing team, you'll learn how to delegate more effectively, streamline your operations, and create a practice that supports your life—not the other way around.

Topics Covered

  • Overview of Elise's Practice
  • Using Virtual Assistants for 24/7 Support
  • The Power of Delegation
  • Overcoming Perfectionism and Letting Go
  • Delegating Personal Life Tasks
  • How to Start Delegating and Write SOPs
  • Focusing on High-Value Work
  • Running a Law Firm from a Smartphone
  • Slack as a Central Command Hub
  • Why Elise's Firm Pays for Slack
  • Key Apps: Clio, Dropbox, and Payroll Tools
  • Using Loom for Communication
  • AI Note-Taking and Granola Recommendation
  • Hiring and Onboarding Virtual Assistants
  • Filipino Virtual Assistants and Firm Culture
  • Addressing Privacy and Security Concerns
  • How Elise's Firm Uses AI
  • Final Advice: Delegate Everything You Can

Resource Links

Follow and Review:

I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

315: Email is the Most Under-leveraged Marketing Channel for Lawyers (with Tyler Cook)16 Sep 202500:52:48

Email isn't dead—it's dominating. In this episode, email marketing expert Tyler Cook explains why email remains the highest ROI marketing channel for lawyers (and just about everyone else). You'll learn:

  • Why email still outperforms social media by a mile

  • What kind of emails people actually want to read

  • The 3 automations every lawyer should set up—no exceptions

  • How to use AI to write powerful emails fast (without sounding robotic)

  • The truth about open rates, sender reputation, and avoiding spam filters

Whether you're brand new to email marketing or ready to take your list to the next level, this episode gives you a clear roadmap—and some surprising tactics most lawyers miss.

Plus: Tyler shares his favorite pro-level deliverability tips, and how even a tiny list can bring in big results when used the right way.

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Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

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314: Why law firm SOP manuals are now obsolete (because of AI)09 Sep 202500:05:04

Law firms love their SOPs—binders full of screenshots, arrows, and step-by-step instructions. But here's the problem: they take months to build, cost thousands to produce, and go out of date the moment software updates.

There's a better way. In this episode, I break down how forward-thinking lawyers are replacing outdated SOPs with AI-powered prompt libraries that actually get work done. You'll hear real examples, learn why prompts are more reliable than manuals, and see how this simple shift can save your firm hours every week.

If your SOP binder feels more like dead weight than a useful tool, this episode will show you what to do instead.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

313: The New Rules of SEO for Lawyers in the Age of AI (with Megan Hargroder)26 Aug 202500:29:20

AI is changing how people search for lawyers, and that means your website has to do more than just "look professional." In this episode, Megan Hargroder (of Legends Legal Marketing) explains what works—and what doesn't—when it comes to getting found online today. 

Megan also shares a powerful new strategy for ranking ethically while building long-term trust with potential clients.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

312: The Release of GPT-5 and How to Escape the Vortex of Bad Information12 Aug 202500:14:31

When big news drops—whether it's politics, celebrity scandal, or the launch of GPT-5—the internet spins into a frenzy of hot takes, half-truths, and hype.

In this episode, we discuss the rollout of GPT-5 as a case study in how to filter out bad information, pace your learning, and make better decisions without getting sucked into the vortex.

You'll hear why intentionality matters more than speed, how to choose the right sources, and the simple habits that keep you focused on what's real and useful.

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Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

311: Protecting Client Data in the Age of AI15 Jul 202500:19:36

As AI tools become more prevalent in law practice, how do we keep our client data secure? In this episode, we address the biggest risks lawyers face and how to navigate them without losing the benefits of tools like ChatGPT.

You'll hear the latest insights from a consensus group of 30 legal pros, including what paid AI tools to trust, how to enable privacy settings, and why redacting sensitive info (and getting client consent) is non-negotiable. Plus, a behind-the-scenes look at the ChatGPT Lab—your go-to hub for safe, effective AI use in law.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

310: The Power of Direct Mail for Lawyers: Insights from Wilson Zehr17 Jun 202500:46:03

Too many lawyers focus only on digital marketing and overlook one of the most effective ways to reach clients: direct mail. In this episode, you'll hear from Wilson Zehr, the creator of ZairMail, about why direct mail remains effective and how his platform makes it as simple as sending an email. Wilson breaks down the costs, strategies, and formats that help lawyers connect with their ideal clients through the mailbox.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

309: Tech-Driven Insights from Solo Lawyer Lee Rudin04 Jun 202500:26:38

How can a solo personal injury lawyer run a leaner, more profitable practice without sacrificing client service? Lee Rudin, a New Orleans-based attorney, shares the tech stack and outsourcing strategies that help him do exactly that.

In this episode, you'll discover:

  • The tools Lee swears by—like Text Expander, Demands AI, and File Vine—and how they save him hours every week

  • How virtual assistants fit into his system and boost efficiency

  • His approach to marketing with short-form video and social media to attract ideal clients

Whether you're drowning in admin work or looking to future-proof your firm, Lee's approach offers a real-world blueprint for using tech to scale smartly.

General Resources

  • Lee's Website: https://getrude.com

  • Lee's Phone #: 833-GET-RUDE (toll-free number)

  • Follow @GetRudeLaw on: Instagram, TikTok, YouTube

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

308: Mastering AI: A Lawyer's Guide to ChatGPT20 May 202500:18:59

The best way for lawyers to master AI is to deep on just one tool: ChatGPT. In this episode, you'll learn practical tips for using it in your practice, why the paid version is worth it, and how to get the most out of it.

You'll also learn about the new ChatGPT Lab, a hands-on training program to help solo/small firm lawyers who want weekly guidance on using AI in their practice.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

307: Wisper Flow: The AI Assistant You Didn't Know You Needed06 May 202500:14:40

Wisper Flow is a no-fuss AI-powered dictation tool that helps you put words into documents or emails three times faster than typing. Because it's powered by AI, it can pick up your style and get better over time.

Also, it works fabulously with apps like ChatGPT and Perplexity. In this episode, you'll learn exactly how it can streamline your workflows and free your mind for higher-level work.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

 

306: Revamping Legal Research - The AI Advantage for Solo & Small Firms15 Apr 202500:15:31

Discover how legal research giants like LexisNexis and Westlaw are being disrupted by low cost AI tools like ChatGPT. Smart solo lawyers are ignoring overpriced AI tools favored by BigLaw in favor of cheaper, more innovative options.

Listen to find out which AI-powered legal research options that deliver speed, savings, and simplicity without bloated price tags.

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Thanks to the sponsor: Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

305: Improve Your Memory using Proven Techniques (with Anthony Metivier)01 Apr 202500:57:23

In a world where we rely on digital tools to remember things, the ancient art of memory training seems to have been forgotten. Which is a shame because memory training provides many advantages—especially for lawyers who need to retain vast amounts of information.

In this episode, memory expert Anthony Metivier explains how to develop extraordinary recall using personalized techniques that make memorizing more engaging and effective. 

If you've ever wanted a sharper memory and a stronger mind, you'll relish what you'll learn in this episode.

In this episode, you will hear:

  • Learn about memory palaces and association strategies for organizing and recalling complex information.
  • Discover real-world applications of memory mastery, especially in professions like law, for better persuasion and connection.
  • Personalization of memory techniques for effective long-term retention and practical everyday use.
  • Embrace the transformative power of memory training for personal growth and cognitive enhancement.

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

304: Subscription Pricing for Transactional Lawyers (with Mathew Kerbis)18 Mar 202500:40:15

Mathew Kerbis transitioned his billable hour practice to one that uses subscription pricing exclusively. Find out how he did this, and how subscription pricing works for transactional lawyers. Also discover how AI is making it work even better.

In this episode, you will hear:

  • Transitioning from billable hours to subscription-based legal services
  • Integration of AI tools to enhance legal workflows and client satisfaction
  • Flexible pricing strategies and maintaining low operating expenses
  • Insights from other entrepreneurs on technology-driven innovation
  • Benefits of project-based tracking over traditional time tracking

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

303: From Russia with Passion & Drive - Miami attorney Ilona Anderson04 Mar 202500:54:11

In this episode you'll meet an attorney named Ilona Anderson who was originally from Russia but came to the U.S. when she was sixteen and pursued her passion for law. You'll learn about her first job working in a big Miami firm, where she handled commercial litigation cases.

We discuss the importance of using systems and her interesting take on what good systems look like in a law practice. We talked about the best tools to store SOPs, and why she's exploring the use of a popular tool called Notion (and why I recommended she think that decision through carefully).

In this episode, you will hear:

  • Ilona Anderson's journey from Russian immigrant to successful Miami attorney and entrepreneur
  • Founding her own employment law practice after facing career challenges and denied flexible work arrangements
  • Importance of systematization and delegation in law practice management
  • Embracing technology and automation tools like MyCase, GoHighLevel, and AI to enhance legal practice
  • Transition from litigation to trademark law to support entrepreneurs
  • Radical responsibility and mindset shifts for personal and professional growth

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

302: Photographic Memory: A Skill You Didn't Know You Had18 Feb 202500:33:50

In this episode, you'll learn that you have a photographic memory without knowing it. Just like Baton Rouge attorney Tony Clayton who can remember names and faces instantly, which helps him recall details about jury pool members, even groups of 50 to 75 people. By the end of the episode, you'll understand how to unlock this skill to remember anything you want to and you'll be completely astonished.

In this episode, you will hear:

  • Unlocking the potential of photographic memory through accessible techniques.
  • Exploring the historical and modern relevance of the loci system, dating back to Simonides of Ceos.
  • Using mnemonic devices and bizarre visual imagery to enhance memorization and retention.
  • The transformative impact of memory mastery on personal and professional growth.
  • Practical applications of memory techniques, including memorizing numbers and historical figures.

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301: Stop Losing Billable Hours: How AI Simplifies Time-Keeping & Billing for Lawyers04 Feb 202500:42:46

Nancy Jeng, co-founder of Billables.ai, reveals how passive time-keeping is changing the game for lawyers—capturing billable hours with zero effort and tailoring entries to your style. Learn how this AI-powered tool integrates seamlessly with Clio, Microsoft, and more, while offering surprising benefits even for lawyers who don't bill for their time. 

In this episode, you will hear:

  • The transformative power of AI in legal timekeeping and billing
  • Seamless integration of Billables AI with platforms like Clio, Microsoft, and Google
  • Automation of time capture processes for precise and efficient billing
  • Overcoming challenges in legal time management with AI-driven tools
  • Versatility of Billables AI for various billing models, including flat fee and contingency-based firms
  • Emphasis on personalization and adapting to individual user preferences in billing practices

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

300: Leveraging AI by Balancing Critical & Creative Thinking21 Jan 202500:19:48

Want to harness the power of AI while at the same time minimize risk? Then learn to balance critical and creative thinking as you use AI in your law practice. Listen and get concrete recommendations for making this happen now.

In this episode, you will hear:

  • Exploring AI's role in enhancing legal practice for solo and small firm lawyers
  • Balancing critical and creative thinking in law with AI tools
  • Practical steps for integrating AI, starting with low-risk tasks
  • Importance of collaborative learning and peer insights in AI adoption
  • Embracing AI's potential despite its flaws and imperfections

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

299: The Future of Legal Work: What Lawyers Need to Know in 202507 Jan 202500:22:09

How can solo attorneys harness AI to stay sharp and competitive? This episode dives into Microsoft's new report on AI and how it will impact legal research, document review, and client service. Listen and get practical tips and strategies for leveraging AI in 2025—boosting productivity, streamlining work, and sharpening your edge. 

In this episode, you will hear:

  • Embracing AI to enhance productivity and client engagement for solo and small firm lawyers
  • Insights from Microsoft's New Future of Work Report on AI integration in legal practices
  • The concept of microproductivity and breaking tasks into manageable parts with AI
  • Addressing concerns about AI diminishing human intelligence and highlighting collaboration benefits
  • AI's role in contract drafting, client communication, and engagement through chatbots
  • Increasing accessibility and affordability of AI tools for solo practitioners
  • AI's potential to contribute to a more equitable legal system and bridge the justice gap

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Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

298: Thinking Like a Philosopher: Jonny Thomson on Truth, AI, and the Socratic Method24 Dec 202400:39:14

Oxford philosophy professor Jonny Thomson explains how philosophy sharpens critical thinking, reveals hidden biases, and helps uncover the truth in a messy, complex world. From the Socratic method to the role of testimony and the challenges posed by AI, this episode dives into the intersection of philosophy, psychology, and the modern search for knowledge. A must-listen for lawyers and anyone who values sharper thinking.

In this episode, you will hear:

  • Exploration of the intersection between philosophy and artificial intelligence
  • Johnny Thomson's transition from educator to full-time writer and his book "Mini-Philosophy"
  • The role of the Socratic method in philosophy and law
  • Discussion of Meno's Paradox and the debate between rationalism and empiricism
  • Examination of the reliability of knowledge and the importance of reliable sources
  • Contemplation of artificial intelligence's ability to replicate human intelligence

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Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

297: A Year of Remote Lawyering: How Jeff Austin Took His Practice to Patagonia10 Dec 202400:31:32

In this episode, you'll hear from Jeff Austin, an estate planning attorney from Durham, North Carolina, who spent a year practicing law remotely while living in Argentina with his family. Jeff will explain how he transitioned to a paperless, remote practice, tackling challenges like how to notarize documents remotely, how to manage client communication, and how to handle physical mail.

In this episode, you will hear:

  • Jeff Austin's transition to a remote, paperless law practice while living in Argentina.
  • Innovative solutions for remote notarization and client communication.
  • Maintaining ethical standards as a North Carolina attorney practicing abroad.
  • Practical strategies for building a credible online presence and client trust.
  • The importance of technological tools like eSIM cards and virtual mail services.
  • Adaptability and resourcefulness in international living and remote work.

Resources from this Episode

  • MyCase - Practice management software that Jeff used
  • Traveling Mailbox - A physical mailbox service that scans and manages mail. 
  • One Notary - Remote notarization service
  • BestNotary - Concierge estate planning service that provides notary and witness services.
  • Amazon Kindle - E-reader for reading work-related materials
  • Next Stand - Portable laptop stand for ergonomic use.

General Resources

Other Resources

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

296: Mastering Your Zoom Presence: Tips for Looking Professional Online26 Nov 202400:17:24

You should optimize your appearance in online meetings and presentations to appear professional, credible and authoritative. You don't need to do a lot to make that happen, and in this episode you'll find out how with tips for best cameras, mics, backgrounds, plus simple, practical tips for being a good host and attendee.

Topics covered:

  • Why Your Zoom Appearance Matters
  • The "Zoom Economy": Investing in On-Screen Appearance
  • DIY Tips for a Professional Look
  • Creating the Perfect Background
  • Lighting and Makeup Tips
  • Upgrading Your Webcam and Microphone
  • Best Practices for Zoom Attendees
  • Hosting Effective Zoom Meetings
  • Conclusion and Additional Resources

Resources from this Episode

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Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

295: Deb Feder, a Business Attorney Now Helps Professionals Grow Their Businesses12 Nov 202401:01:21

In this episode Deb Feder shares her transition from business lawyer to a coaching business for business professionals. You'll hear about her early career trials, favorite book picks, and how technology has changed the legal profession. She'll also share her great advice on email efficiency, time management, client rapport, boundary setting, and using LinkedIn for business development.

In this episode, you will hear:

  • Deb Feder's transition from business law to coaching business owners, including lawyers
  • Insights into refining email communication and mastering time management
  • The challenges and opportunities of practicing law in the pre-tech era of 1999
  • Importance of authenticity and building genuine client relationships
  • Mindfulness practices and setting boundaries for personal and professional success

Resources from this Episode

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We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

294: Google NotebookLM (plus AI in the Courtroom)29 Oct 202400:18:00

This episode discusses Google's NotebookLM, an AI research assistant designed to handle groups of complex documents. Listen and learn about its amazing features, such as generating summaries, citations, and FAQs. 

You can also hear the "audio overviews" feature, in which two bots discuss a recent case (Matter of Weber) involving the use of AI in the courtroom.

Here are details of what was covered:

  • Introduction to Google's NotebookLM
  • Exploring NotebookLM's Features
  • Getting Started with NotebookLM
  • Demo of NotebookLM's Audio Summary
  • Weber Case: Family Feud Over Bahamas Property
  • AI in the Courtroom: A New Frontier
  • The Legal Implications of AI Evidence
  • Balancing AI Benefits and Risks

Resources from this Episode

Other Resources

Thanks to Our Sponsor Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you're actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.   If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.   Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000).   And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.   He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.   Find out more at EmeraldCity
293: Want to Travel the World While Practicing Law? Here's How Brian Dixon Made It Happen15 Oct 202400:37:57

Believe it or no, it's possible to work as "digital nomad lawyer" and spend all your time traveling the world. Our guest Brian Dixon knows this first hand.  In this episode, you'll learn about his journey from a traditional law practice to fulltime globetrotter.

Listen and learn which practice areas are best suited to this kind of life, and which tech tools are most important to adopt.

In this episode, you will hear:

  • Transition from traditional legal practice to digital nomad lifestyle.
  • Balancing work-life with travel, highlighting benefits like flexibility and reduced stress.
  • Practical advice on maintaining reliable connectivity and managing correspondence remotely.
  • Exploration of tools and strategies for remote legal work, including Airalo and VPNs.
  • Importance of having a well-established process before adopting a digital nomad lifestyle.

Show Notes

General Resources

Follow and Review:

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

292: The Keys to AI-enhanced Legal Writing (with Ross Guberman)01 Oct 202400:45:05

Explore the cutting edge of legal writing with Ross Guberman, the founder of a company called Legal Writing Pro. In this episode, learn interesting ways that generative AI can help lawyers write better briefs and contracts.

In this episode, you will hear:

  • Generative AI tools for stress-free, effective legal writing
  • Insights on creating influential legal writing resources
  • Exploration of BriefCatch, an AI-powered legal writing tool
  • Ethical considerations and potential of AI in legal practice
  • Strategies for crafting compelling legal arguments and reply briefs

Resources from this Episode

Show Note

General Resources

Follow and Review:

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

291: Judge Scott Schlegel Explores the Use of AI in the Court System17 Sep 202400:44:43

In this episode, you'll hear Judge Scott Schlegel explain why he believes that lawyers and judges should know as much as possible about how AI tools work. And why they should gain this understanding by using the tools as much as possible.

In this episode, you will hear:

  • Judge Scott Schlegel's career journey from finance to tech-savvy appellate judge.
  • AI tools like ChatGPT, Claude, Llama, Grok, and Perplexity in legal practice.
  • Ethical and practical implications of AI in courtrooms.
  • Innovative idea of using voice clones for jury instructions.
  • Enhancing legal research and case management with AI.
  • Legal challenges surrounding data scraping and intellectual property.

Show Notes

General Resources

290: 3 Keys to a Smooth Running Practice04 Sep 202400:42:42

Building a successful law practice is a lot easier when you focus on the right things. And that's exactly how attorney Elise Buie built a thriving practice that's both financially lucrative and immensely enjoyable. In this episode she shares her top three secrets to massive success.

In this episode, you will hear:
  • Building a successful law practice with controllable elements and technology
  • Importance of self-reflection and personal responsibility in legal practice
  • Utilizing AI and technology to streamline law firm operations
  • Effective delegation and outsourcing for solo and small firms
  • Emphasis on stoic principles and focusing on the process over results
  • Practical strategies for implementing SOPs and boosting productivity

Show Notes

General Resources

Follow and Review:

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

289: The Best AI Note-Taking App for Lawyers20 Aug 202400:37:37

Every lawyer should use an AI note-taking app, but now there are dozens, so which one should they use? In this episode, we examine the top two apps and compare features so you can make a fully informed decision.

In this episode, you will hear:

  • Introduction to AI note-taking apps
  • Personal experiences and insights on the effectiveness of these tools for attorneys.
  • Detailed comparison of features, reliability, security, and integration capabilities.
  • Importance of reliability, security, and integration capabilities.
  • Practical benefits such as transcribing meetings, summarizing calls, and exporting files.

Show Notes

General Resources

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

288: ABA Ethics Opinion on Lawyers use of AI06 Aug 202400:22:43

The ABA's new ethics opinion on lawyers' use of AI is a must-read, but this episode will give you the key takeaways you need to be aware of. We'll also discuss the provocative statement in the opinion that "AI can help lawyers predict how judges might rule on a legal question based on data about the judge's rulings." Listen now to learn more.

 

In this episode, you will hear:

  • Discussion on the ABA ethics opinion's claim that AI can predict judicial rulings, despite skepticism due to lack of cited authority.
  • Exploration of the ethical challenges lawyers face when integrating generative AI tools into their practice.
  • How AI is transforming tasks like electronic discovery, contract analytics, and due diligence in mergers and acquisitions.
  • Examination of Rule 1.1 (duty of competence) and Rule 1.6 (duty of confidentiality) with practical tips for staying updated and protecting client information.

Show Notes

General Resources

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

287: Social Media Marketing: 5 Pro Tips for Lawyers16 Jul 202400:39:27

Social media marketing is easy and inexpensive if you approach it right. Being authentic is one key to success, but there's another word that's even more important. And that's what this episode will explain and discuss.

In this episode, you will hear:

  • Leveraging social media for attorneys
  • The importance of relationships in social media marketing
  • The pitfalls of chasing viral content and the value of authenticity
  • Practical social media marketing strategies (ex. content harvesting and sharing local events)
  • Tips for engaging effectively on social media

Show Notes

General Resources

Follow and Review:

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

286: Online Workspaces for Modern Law Work02 Jul 202400:41:38

Modern lawyers need new workspaces optimized for remote work, virtual collaboration, and asynchronous communication. In this episode, you'll find out which two software tools are the best online workspaces and why popular cloud-based practice management software does not compete with these new options.

In this episode, you will hear:

  • Modern online workspaces for remote collaboration
  • Choosing the right online workspace
  • Choosing affordable online workspaces
  • Innovative software tools and productivity

Show Notes

General Resources

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

285: 6 Key Systems for Lawyers (with Kristen David)18 Jun 202400:52:40

Kristen David is an amazing lawyer who believes there are 6 fundamental systems that every law practice needs. She learned this when she needed a way to escape stress and burnout to gain massive fulfillment and freedom. For the past decade, she's coached lawyers on how to develop, maintain, and refine systems. 

And in this podcast episode, she shares her best tips that you can start systematizing your law practice.

In this episode, you will hear:

  • Importance of systems in legal defense
  • The 6 key systems for legal practices
  • Effective lead acquisition and marketing strategies for small businesses
  • Encouraging team collaboration and growth
  • Effective communication for implementing changes
  • Implementing systems for law firm sales

Show Notes

General Resources

Follow and Review:

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

284: Get Better Clients Using Conversational Emails04 Jun 202400:34:26

If you want better clients, you need to convey that you are very special, not like most attorneys. How you convey that message is everything. You can't communicate in cliches or brazen claims. You must come across as sincere, thoughtful, and truly considerate.  In this session, we'll discuss how to do that using simple, easy-to-write emails.

In this episode, you will hear:

  • Marketing tactics for attracting quality clients
  • Effective marketing strategies for lawyers
  • Client referral strategies with testimonials
  • Email marketing for lawyers

Show Notes

General Resources

Follow and Review:

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Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

283: Finding & Working with Overseas VAs (with Gabriel Marous)21 May 202401:08:42

Gabriel Marous is a New York business lawyer who runs his firm, making extensive use of VAs based in the Philippines. He had to figure out for himself how to recruit, hire, train, and manage his team of 10 VAs. Now, he helps other lawyers and business owners do the same. In this episode, you'll learn how he started doing this, what mistakes he made and overcame, and how you can take advantage of overseas VAs just like he has done.

In this episode, you will hear:

  • Leveraging overseas virtual assistants in business
  • Transitioning to overseas virtual assistants
  • Setting up virtual team operations
  • Virtual office and Zoom integration
  • Finding and developing virtual assistants
  • Building a remote team for professionals
  • Managing multiple applications and cybersecurity
  • Leveraging 80-20 principle for success

Show Notes

General Resources

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Thanks to My Sponsor

Smith.ai

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there's one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

 

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