35. What is the role of marketing and sales in the seven essential parts of a law firm? Interview #2 of 4 with RJon Robins
Release Date: 10/27/2021
54. Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting
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...
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53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu
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 Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients. To receive a free legal case management software consult and to view a database of legal case management software, visit our .
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52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLaw
Financially 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
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51. Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks
Financially 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, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and how it can revolutionize their financial management. For more information and resources on choosing the...
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50. Legal Case Management Series - An Interview with Brett Spooner of Clever Case
Financially 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...
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49. Legal Case Management Series - An Interview with Harsimran Singh of Lawcus
Financially 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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48. Legal Case Management Series - An Interview with Dov Slansky of Litify
Financially 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 Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter. .
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47. Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365
Financially 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...
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46. Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLaw
Financially 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 .
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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 Meadows
Financially 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_outlineIn this, the second installment of our discussions with RJon Robins on the seven essential parts of a law firm, we dig in on the first and second essential parts (of the seven essential parts) of a law firm: sales and marketing. As a reminder, in interview #1 we discussed the eighth and final part of a successful law firm, the owner. In this episode, we discuss what marketing is and how you can and should hold your law firm marketing vendors accountable. We pause quickly to ask whether you’d rather have an incompetent marketing vendor or a dishonest one before launching into a discussion about sales and how, if done right, it’s both boring and a loving and kind act.