Explore every episode of the podcast The Legal Toolkit

If you haven’t heard, there’s a new GenAI tool on the block, and the other neighborhood kids aren’t too happy about it. The newbie, DeepSeek, is stirring up a major rivalry with OpenAI over some alleged and oh-so ironic data “theft”—ha. So, what does Jared think? Well, he’s here for the drama, AND for the AI ethics admonitions all you lawyers need to hear.  Later, even more ethics! Jared welcomes April McMurrey to hear about the problematic things lawyers do to get themselves into ethical trouble. From iffy (or nonexistent) fee agreements to tech incompetence to communication breakdowns, and more, April dishes on common reasons attorneys are reported for ethics violations. And, don’t worry, she also offers sage advice on how to keep your clients happy and your practice on the up and up. Finally, April sticks around for some Rump Roast trivia dedicated to Colorful Colorado. Just wait til you hear about Blucifer—yikes.  ----- Think your life might be better if you lived in Colorado? Listen to this episode's playlist to set the scene. ----- April M. McMurrey is Deputy Regulation Counsel for the intake division of the Colorado Supreme Court Office of Attorney Regulation Counsel. Mentioned in this episode: ABA 50th National Conference on Professional Responsibility

Jared may be too busy to write personalized Valentines for each member of the Legal Toolkit community, so, instead, he's gifting you with a special rebroadcast of an excellent episode from our friends over at Lawyerist. In this episode, Stephanie Everett sits down with Matthew Hunt on Lawyerist Podcast to break down the art of creating high-impact, snackable content for LinkedIn. Because let’s face it—if you’re not using LinkedIn to boost visibility, generate leads, and build real connections, you’re leaving opportunities on the table. Matthew shares his best strategies for turning LinkedIn into a powerful tool for growing your law firm, attracting referrals, and making sure you stay top of mind in your network. Get ready to rethink how you use LinkedIn!

Were the Beach Boys once on track to become America’s version of the Beatles? Surprisingly, maybe. Disney recently put out a less-than-stellar Beach Boys documentary, so Jared takes on the task of dishing on the true talent, grit, beauty, and tragedy of the group’s career.  Next, We all have connections that carry the potential to be valuable in our professional lives, but if those connections are difficult to maintain, possibilities may slip away. How can attorneys deepen relationships and strengthen their business opportunities? Just like everything else—with AI, of course! Jared talks with Jody Glidden about new AI-fueled software that helps attorneys with front-office tech geared toward nurturing your network. And last, Jared hands over the Rump Roast to Real Housewives superfans Ally Kvidt and Lindsey Egan! As it turns out, Jody is a regular on Real Housewives of Miami (gasp!). So, now it’s their turn to dish on the talent, grit, beauty, and vapidity of the RHOMers. Plus, you’ll finally find out whether Jody and Lisa really stole that waffle iron. ------ Good, good, good, good vibrations (oom-bop-bop). This episode's playlist is all about the inventors of the California sound: The Beach Boys. ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Kokobongo by Alessandro Gugel.

Scott Brennan of Lexicon discusses tactics for increasing profits at your law firm.

Tucker Cottingham reveals the ‘why’ behind common inefficiencies in legal practice.

Steven Lando, a CPA and tax partner at Anchin, explains the ins and outs of PPP loans for legal professionals.

Timothy Bowers offers insights from his many years of successful virtual legal practice.

J.W. Freiberg shares insights from his book, “Surrounded by Others and Yet So Alone: A Lawyer’s Case Stories of Love, Loneliness, and Litigation.”

Sam Pond shares his insights on the challenges faced by today’s workers.

Janet Falk offers tips and tricks for building your firm’s relationship with the media.

Howard Friedman explains the ways systems calculate the value of human lives and how this impacts our society as a whole.

Scott Wallingford and Aaron Pierce discuss the key metrics examined in the annual CounselLink survey.

Scott Clasen shares tips for developing effective, profitable alternative fee structures for your law firm.

Nowadays, all the cool kids are using customer relationship management (CRM) software, and you should too. It’s not new technology, but if you’ve missed the boat or need a refresher—Jared’s here to fill you in on CRM technology and what it can do for you. He explains different types of CRMs in detail to show you its potential for creating seamless intake experiences and optimizing your workflows. Speaking of CRMs, Jared welcomes Matt Spiegel of Lawmatics to learn about his story as a tech founder and his methods and means for solving problems for attorneys. Matt offers his perspectives on CRM functionality and its latest developments, and also offers hints at how AI will affect this tech in the future. Last, but not least, Bobby Orozco joins Jared for the Rump Roast to flex his rap knowledge, unpack the Drake/Kendrick Lamar feud, and talk about the best diss tracks in rap history.  Matt Spiegel is the co-founder and CEO of Lawmatics, an attorney-client relationship management platform. Bobby Orozco is director of sales at Lawmatics. ----- Drake v. Kendrick is just the start. This week's playlist features some of the best rap diss tracks of all time. ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Grime by Ghost Beatz.

Doug Brown offers insights on how positive thinking helps lawyers have the legal practice they want.

Thomas Hamilton offers insights into how AI streamlines legal research.

Dani Whitestone shares common marketing mistakes and how to develop a strategy that connects you to your target clients.

Nora Riva Bergman shares strategies for attaining a happier, healthier legal practice.

Jay and Maggie Wallus share insights on the importance of showing gratitude to referral sources.

Molly McGrath offers strategies for defining your firm’s staffing needs and picking the best person for your team.

Stuart Wilhoite shares how to find an agency that truly delivers on your firm’s marketing investments.

Sam Mollaei shares traffic-building strategies for lawyers.

Jared Correia takes his rightful place on the bench to preside over this live recorded, festivus themed, Legal Toolkit episode.

Nathan Wenzel discusses trends in legal process management.

Getting in front of an audience to communicate on camera certainly doesn’t come naturally to all (most?) attorneys, but if you’re feeling embarrassed by your lackluster video presence, there are ways to overcome those on-camera nerves. Jared talks with Kerry Barrett about how she helps professionals sharpen media skills to increase their visibility and present confidence and credibility to their audience. In the Rump Roast, they play “Candid Camera”, where Jared asks Kerry questions on the history of all things video. What was the last truly silent film? What band played the first-ever music video on MTV? Listen in to find out if Kerry’s up to the trivia challenge. And, lastly, hating on Caitlin Clark is utterly ridiculous. Jared expounds upon the many reasons why WNBA players (including Caitlin’s own teammates) need to take advantage of the hype and bask in all that Caitlin Clark is bringing to women’s basketball.  ----- Since Video Killed The Radio Star, here's a playlist featuring songs that had some of the best music videos. ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Just Like Me by Thruline.

Felix Shipkevich explains cryptocurrency and its potential impacts on small law firms.

Jeff Pfeifer offers insight into the importance of data literacy for modern lawyers.

Jake Sanders and Paul Julius share strategies for effective digital marketing campaigns for law firms.

Sam Glover discusses his new book and tells firms how to position themselves for success.

Dan Hauck, chief product officer at NetDocuments, shares best practices for creating an effective virtual workspace for your law firm.

Jane Oxley, president of Smokeball, gives step-by-step guidance for small firms on how to choose and utilize tools for greater productivity.

Stuart Barr and Rob MacAdam of HighQ discuss how law firms can leverage their current technology and make smart choices for new legal tech purchases.

Kimberly Rice offers actionable steps lawyers can use to develop a marketing mindset and take ownership of their legal career.

Louie Balasny discusses how modern law firms can benefit from virtual bookkeeping software.

Pieter Gunst shares strategies and resources for lawyers inspired to enter the legal tech space.

Jared kicks it off by exploring the biggest players in productivity software you should be using, well, be more productive. But no productivity suite is perfect. So, get to know the strengths and weaknesses of each so you can make the right choice for you. Then, back in the day, lawyers often got their IT services from some independent techie who took care of stuff on an as-needed basis, but that sort of break/fix model is problematic if your tech strategy is only reactive instead of proactive. Jared talks with Michael Doherty about what it looks like for lawyers to engage IT services through a managed service provider (MSP). Michael walks attorneys through modern realities and ethics for technology use in their law firms and the potential for better outcomes when working with an MSP.  Later on—the Rump Roast, of course! The guys play “Hard Choices”, where Jared poses difficult Boston-themed scenarios and Michael must educate the masses on what a true Bostonian would do.  ----- Let's keep this Boston train going. Next stop: some of Boston's greatest musical hits. ----- Our opening track is Two Cigarettes by Major Label Interest. Our closing track is Take a Ride With Me by The Revolution.

Keith Shannon talks about why it's important for lawyers to have paralegals and legal assistants, how to go about finding the right person, and keeping their firm up to date on the latest tech.

Host Jared Correia talks with Tom Lambotte about best practices for Mac usage and security in the legal industry. They discuss the ways Mac- and PC-based firms differ and share how firms can develop technology strategies that reduce risk, create stability, and increase productivity. Tom also talks about his upcoming projects that aim to create resources for small firms and DIY lawyers who want to bring the world of Apple into their law firms.

Wasim Quadir, co-founder of DraftLens, a contract drafting platform, joins host, Jared Correia, to discuss how he left the practice of law to fix not only the inefficiencies in contract drafting, but to reduce risk for clients by helping firms create better products. They also discuss the impediments to tech adoption in the legal industry, the tools lawyers should be looking at, and how lawyers shouldn’t see new tech as a threat.

Host Jared Correia and Patrick Palace give tips on how lawyers and legal tech vendors can develop better working relationships. They discuss the steps lawyers should go through when vetting the scalability and efficiency of new legal tech for their firms. For those who want to create unique tools, Jared and Patrick share their thoughts on cultivating partnerships for collaborative tech development.

If there’s an industry that understands the value of CYA, it’s the legal industry. Yet many lawyers are grossly under-informed when it comes to their own insurance coverage. In this episode, host Jared Correia talks with insurance expert Michael Carroll to explain the intricacies of professional liability insurance. You’ll learn the criteria that determines your rates, how different practice areas are evaluated by insurers, and what riders you need on your policy to best protect yourself.

Podcasts continue to grow in popularity, but how can legal podcasters develop staying power in the podcasting world? In this episode, host Jared Correia welcomes Tim Baran for a discussion on the elements of great podcasting. They talk about what makes certain podcasts exceptional and Tim gives his take on the importance of unique content and quality production. They also discuss how lawyers in the podcast arena can up their game and grow their audience.

In this episode, host Jared Correia talks to author and lawyer Susan Smith Blakely about her latest book, “What Millennial Lawyers Want: A Bridge From Past to Future Law Practice.” They discuss the career expectations of millennial lawyers and outline the ways law firms and millennials can bridge the generational gap and work together effectively.

Many lawyers may feel wary or bewildered about how to develop trusted partnerships with legal tech vendors. In this episode, host Jared Correia talks to Robert Brink of Boston’s Social Law Library and Fred Cohen of Zola Suite about how legal organizations and legal tech vendors can work together more effectively. Robert and Fred discuss their working relationship and offer insight into the importance of continued tech adoption and innovation in legal organizations.

How should lawyers begin to implement metrics? In this episode, host Jared Correia talks with Mary Juetten about her new book, “The Business of Legal: The Data-Driven Law Practice.” Her book has the goal of equipping lawyers to take their own data, improve processes, and create metrics along the way. They discuss how lawyers can assess what their firms need and then realistically consider their skill sets to decide what tasks should be delegated to other professionals to get them where they need to be.

In this episode, host Jared Correia talks to Sarah Smerage about how lawyers can better collect and promote customer reviews. They discuss how lawyers must go beyond just providing excellent legal services and focus on providing an excellent customer service experience. They also talk about how to best handle negative reviews and what a company like ARAG can do to help lawyers in the review collection process.

AI’s prime directive is to give you answers, buuuut… it might just be telling you what it thinks you want to hear—with no concern over providing actual verifiable facts. This issue (and oodles of others) have initiated a trickle of case law/guidance/opinions/etc. in the legal AI scene, and you, dear lawyer, want to be on the right side of legal ethics on this one. Jared breaks down the latest developments on this topic to give you a better understanding of where things are headed.  Next, some of us are, admittedly, BS-ing our way through all this AI stuff, but Josh Noffke really and truly uses AI as much as he possibly can in his law firm. Since the rest of us are still muddling through, Jared welcomes Josh to give attorneys tool recommendations and pointers on use-cases for AI in their law firms. Later, it turns out that Josh played as a walk-on for the University of Michigan’s football team, so the Rump Roast is dedicated to team trivia! The guys play “Michigan Man” to test both Josh’s knowledge and reputation as a former Wolverine. Serious stuff.  ----- Ah, Michigan. The mitten shaped state that gave us Motown. ------ Our opening track is Two Cigarettes by Major Label Interest. Our closing track is Renegade by The Revolution. Mentioned in This Episode: Notion Scribe Loom Videos Rocket Typist TextExpander

How can lawyers make their firms more visible to prospective clients? In this episode,, host Jared Correia talks to Michael Mogill about how lawyers can stand out with video marketing. Clients care about why you do what you do. Video marketing gives lawyers the opportunity to utilize storytelling to connect with potential clients. They discuss the different types of videos law firms can create to elevate their website content and social media accounts — engaging viewers and gaining new business.

In this episode, host Jared Correia talks to Sarah Schaaf, CEO of Headnote, about how lawyers can optimize their payment processes with technology and automation. As high-end service providers, lawyers can serve their clients better when they use the best payment processes available. Jared and Sarah discuss how utilizing modern tools helps lawyers get paid faster and gives their clients a more professional payment experience.

Prep your law office for a less stressful holiday season with some sensible workflow management tips. In this episode, host Jared Correia talks to Andrea Cannavina about her advice to lawyers for increasing efficiency this holiday season. They also offer insight into how to make smart tech choices for your firm, give their top holiday gift recommendations, and discuss Gene Autry’s unparalleled rendition of “Rudolph the Red-Nosed Reindeer.”