31. BONUS EPISODE: Does sales make you uncomfortable? A "friendscast" episode with Jaimee Hall
Release Date: 06/09/2021
Financially Legal
In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one systems vs. pulling together best-in-class systems, the future of AI in legal case management software, and the dangers associated with breakfast burritos and falling asleep at your desk. To receive a...
info_outline 53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of FiduFinancially Legal
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info_outline 52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLawFinancially Legal
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of running a law firm. For more information and resources on choosing the right case management system for your firm, visit our
info_outline 51. Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooksFinancially Legal
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info_outline 50. Legal Case Management Series - An Interview with Brett Spooner of Clever CaseFinancially Legal
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case management solution. For more information and resources on choosing the right case management system for your...
info_outline 49. Legal Case Management Series - An Interview with Harsimran Singh of LawcusFinancially Legal
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform. .
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info_outline 47. Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365Financially Legal
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on features and Microsoft 365 applications, Matter365 is one of the most comprehensive solutions on the market today. For more information and resources on choosing the right case management system for your...
info_outline 46. Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLawFinancially Legal
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms. For more information and resources on choosing the right case management system for your firm, visit our .
info_outline 45. What does it take to get a collections rate of 95% and how does that intersect with diversity, transparency and compensation? An interview with Jim Meadows from Culhane MeadowsFinancially Legal
How, if at all, do compensation, diversity, and transparency overlap? How can these competing priorities be reconciled? Jim Meadows from Culhane Meadows doesn’t have the perfect answer. But he’s giving it a solid try. With 75 lawyers and 11 office locations, Culhane Meadows is the largest full-service women-owned law firm in the country. And in each of the last three years, the average female partner at the firm has outearned the average male partner. The firm was cloud-based from the jump, is growing rapidly and - most important for us financial nerds - boasts a collection rate above...
info_outlineOne of my lawyer mentors once told me “if you don’t like to sell, don’t be a CEO.” Many solo lawyers set out to make a difference or have an impact - not to be a CEO. But whether you want to call them CEOs or managing partners, or partners, or business owners - the fact remains that they are heads of their respective businesses - effectively, they are “CEOs.” And if you want to be a CEO, you need to get comfortable with selling.
In this bonus episode of Financially Legal we dive in on sales, sales strategy, and sales psychology. If you are or want to be the leader of your own firm this is an episode you should tune into.
Sales can be an uncomfortable word for many people. The feeling of being "sold to" can be awkward and uncomfortable. It doesn’t have to be “always be closing” from Glengarry GlenRoss at your firm, but if you’re not closing in one way or another - whether it’s with employees, vendors, or, of course, customers - your law firm will probably not last long.
I jumped on a Zoom call with Jaimee Hall from Legal Back Office to talk about our experiences selling to lawyers and, more importantly, ways that we think lawyers can evolve their thinking about sales to improve at it and use it to grow their firms.