The 80/20 Principle
Unconventional advice on leveraging technology to achieve breakthrough results. Using the 80/20 Principle is about strategic minimalism, which means focusing on a few tools that have an extraordinary impact—things that are tried and true, not fancy and new. Also, tools that are "Stone Age simple" to set up and use. Bottom line: managing a modern law practice doesn't have to be complicated or frustrating if you adopt the right approach and use the right tools.
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281: The 5 Biggest Mistakes in Using Technology (and How to Avoid Them)
04/16/2024
281: The 5 Biggest Mistakes in Using Technology (and How to Avoid Them)
As we all know, modern technology can create powerful leverage in any business. Unfortunately, it's complex and rapidly changing, which creates big challenges—especially for lawyers. Most lawyers lack the instincts to know what to focus on and prioritize, so they often make big mistakes when using technology. Fortunately, the five biggest mistakes can be avoided if you know what they are and how to avoid them. Listen and find out how. In this episode, you will hear: Avoiding lawyer technology adoption mistakes Avoiding technology mistakes in law Leveraging technology for maximum success Outsourcing receptionist services with Smith AI Cost-effective tech consultation for lawyers Resources from this Episode - Jared Correia (Red Cave Legal) for advice on practice management software: - Otter.ai (best meeting transcription tool using AI) - - My Top Tech Tools Guide for Lawyers - - Check out my Inner Circle (for useful discussions about tech tools recommended for lawyers) - - Check out my Law Practice Assessment if you want specific recommendations for improving based on the technology you're using in your practice - General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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280: Update on Generative AI Chatbots & How Lawyers Can Use Them Safely
04/02/2024
280: Update on Generative AI Chatbots & How Lawyers Can Use Them Safely
AI Chatbots powered by GPT-4 technology are improving rapidly so the opportunities are expanding for lawyers who want to leverage this to improve aspects of their practices. But which GPT4 chatbots are best? And what are the best opportunities for using them in your practice? That's what we'll cover in this episode. In this episode, you will hear: The emergence of generative AI chatbots and their implications for the legal industry Maximizing the features of advanced AI writing models The use of RAG and proprietary data to mitigate AI “hallucinations” Strategic use of AI for ideation and Grammarly for writing More ways to think about implementing AI effectively Resources from this Episode Ethan Mollick's article: Ethan Mollick's upcoming book: Ethan Mollick's Substack: Link to Bloomberg podcast episode: (tech tool recommendation) (to participate in ongoing discussions about tech tools I discuss and recommend) this if you want my recommendations for improving your practice with technology. General Resources of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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279: LinkedIn Networking: How to "Work the Room"
03/19/2024
279: LinkedIn Networking: How to "Work the Room"
LinkedIn is a goldmine for professional referrals. Think of it as a 24-hour networking event that runs 365 days a year. You can "attend" asynchronously and easily generate new referrals without spending a lot of time "working the room.” In this episode, you will hear: 24/7 receptionist and chatbot services Unlocking LinkedIn's potential Crafting effective taglines for lawyers Optimizing LinkedIn profile for SEO Leveraging linkedin for networking success Resources from this Episode My LinkedIn post about "" Justin Welsh's Justin Welsh's ($150 or $97) Justin Welsh's image-creating tool (to make LinkedIn banner) (to participate in ongoing discussions about marketing, tech tools, and more my short for specific recommendations for improving based on the technology you're using in your practice General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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278: How to Get More Out of Podcasts You Listen to (Snipd)
03/05/2024
278: How to Get More Out of Podcasts You Listen to (Snipd)
Podcasts are valuable troves of knowledge. And yet it's notoriously challenging to capture insights and take notes on things you want to remember. But now there's a magic solution that you'll definitely appreciate knowing about that you'll learn all about in this episode. In this episode, you will hear: Leveraging podcasts for professional growth Essential features for podcast listening Features and benefits of Snipd app Leveraging 80/20 Principle for success Resources from this Episode of : (podcast) Cal Newport's (e.g., Episode 287 on ) I did for folks in (to participate in ongoing discussions about tech tools I discuss and recommend) (will be discussed in an upcoming episode) this if you want specific recommendations for improving based on the technology you're using in your practice General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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277: Traction Business Coaching for Law Firms (w/ Kellam Parks)
02/20/2024
277: Traction Business Coaching for Law Firms (w/ Kellam Parks)
In this episode, you'll learn how a Virginia lawyer found the best business coach to help his firm implement principles from the popular book “” (by Gino Wickman). Listen as Kellam Parks shares the process he used to research and vet candidates, and why he says the decision to hire a coach was "transformative." He also explains exactly why the principles in Traction are so helpful in growing a modern law practice. In this episode, you will hear: The benefits of applying the business book "Traction" to law practices Some challenges traditional law firms face Understanding the concept of Entrepreneurial Operating System (EOS) The challenges and benefits of coaching for solo lawyers Implementing EOS and finding the right coach The importance of generosity as a core value Resources from this Episode - (the coach Kellam hired) - (group coaching program) - (Velocity Work) - (business coach to Steve Jobs and Eric Schmidt) - - , podcast by Brian Koppleman (creator of Showtime's Billions) - , by Gino Wickman - , by Michael Morse - , by Bob Burg General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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276: Privacy vs Security: Top Tips to Avoid Hackers
02/06/2024
276: Privacy vs Security: Top Tips to Avoid Hackers
Hackers repeatedly use the same common ploys to fool most people most easily. Avoid becoming a victim by learning about these ploys and by using a tech tool that too many people do not know about (or use if they do know). In this episode, you'll learn about six excellent recommendations the AARP believes can protect people online. And learn more about the one that's most beneficial for everyone who uses the Internet via computer, tablet device, or smartphone. In this episode, you will hear: Technology in efficient law practices The importance of automated scheduling The benefits of implementing a consultation fee Using the 80/20 principle to leverage your practice Resources from this Episode AARP article: (password manager Ernie recommends) General Resources of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . 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 Let them know we sent you.
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275: Frictionless Scheduling (with Calendly, etc.)
01/16/2024
275: Frictionless Scheduling (with Calendly, etc.)
Traditional ways of scheduling appointments have too much friction, so lawyers should now adopt automated scheduling technology like that offered by Calendly. When you use this type of tool, you'll be able to do more deep work without being bogged down with scheduling appointments or getting interrupted during peak work time. In this episode, you'll learn exactly why automated scheduling will help you save time and avoid frustration. And you'll learn how to optimize it for your practice. In this episode, you will hear: Embracing tech for law practice efficiency: using Loom and Calendly Valuing time with pre-consultation fees and streamlined scheduling Integrations boosting productivity: Calendly with Zoom/ConvertKit AI's future role in enhancing automated scheduling Next episode teaser: Cybersecurity in tech-empowered law practices Resources from this Episode ( to sign up for the free service) to book a free 15-minute call with me (and see how I use Calendly) Check out my recently updated guide: . General Resources of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) 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 . 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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274: The Year of Ninja Lawyering
01/02/2024
274: The Year of Ninja Lawyering
The year 2024 is the year of Ninja Lawyering for solo and small firm lawyers who want frictionless efficiency, financial freedom, and flexibility to work less and enjoy life more. The key is leveraging technology strategically by focusing on a few key tools, the first of which we'll discuss in this episode. If you start using this tool, your practice will start to transform itself in mind-boggling ways. In this episode, you will hear: Introduction to Ninja Lawyering: Strategies for solo and small law firm efficiency using technology and the 80/20 principle. Exploration of 12 transformative tools for legal practice: Loom, ConvertKit, ChatGPT, and others. Deep dive into Loom for effective asynchronous video communication to reduce meetings and misunderstandings. Leveraging the 80/20 principle for maximizing outcomes with minimal resource investment in legal practices. Tips for adopting technology strategically: using free trials, focusing on one tool at a time, and seeking personalized guidance. Recommendations for outsourcing phone answering services and using private attorney networks for referrals. The importance of actively using the tools discussed for genuine improvement in legal practice efficiency. Resources from this Episode My - start with the free trial My Loom video of a Loom video while walking General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . 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 Let them know we sent you.
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273: Digital Nomadism - Part 2 (with Megan Hargroder)
12/19/2023
273: Digital Nomadism - Part 2 (with Megan Hargroder)
In Part 2 of our discussion of "Digital Nomadism," Megan Hargroder shares more insights on the art of living and working from anywhere. She highlights the use of platforms like Trusted House Sitters as an alternative to using AirBnb. And we also discuss safety tips while traveling abroad. Finally, we cover money management strategies, which are critical as well. Whether you're considering a full-blown leap into digital nomadism or just looking for tips on how to be more effective doing remote work, this episode offers a wealth of useful recommendations and practical advice. In this episode, you will hear: Strategies for securing free accommodations, maintaining fitness, managing finances and ensuring safety while on the move. Insights into co-working spaces, fostering relationships, and overcoming language barriers with tools like Google Translate. Emphasizing the importance of language learning and understanding cultural etiquette while traveling. Addressing perceptions of Americans as poor travelers and sharing personal experiences with petty crime in Europe. Resources from this Episode Part 1 of Digital Nomadism: Trusted House Sitters - A platform for finding house-sitting opportunities, often including pet care, as an alternative to Airbnb and options that require you to pay for lodging. Google Translate - Used to overcome language barriers while traveling. WeWork All Access Membership Megan discussed using WeWork across Europe as a consistent and flexible workspace. ClassPass - A service for finding and booking fitness classes while traveling, allowing users to maintain their fitness routine. VPN (Virtual Private Network) - Recommended for secure internet use, especially when working from coffee shops or other public spaces. Google Form to Apply for Digital Nomadism Workshop: General Resources of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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272: Legal Malpractice Insurance Made Easy
12/05/2023
272: Legal Malpractice Insurance Made Easy
In this episode, we delve into a detailed conversation with Rio Peterson from Alps Insurance. We explore the intricacies of malpractice insurance and discuss how solo and small law firms can protect themselves not just against malpractice, but also cyber attacks and employment claims. We also delve into the transformative potential of artificial intelligence in law practice, shedding light on how it can help cut costs, increase efficiency, and enhance client services. Rio, who was previously with Clio, brings a wealth of knowledge about insurance in the legal field. The duo break down the complexities of malpractice insurance and shed light on the significance of cyber security in today's digital age. They also discuss the potential of artificial intelligence in streamlining legal services and improving efficiency. Tune in to this engaging and enlightening episode to understand the benefits of using technology, the importance of insurance coverage and the potential of AI in transforming the legal industry. In this episode, you will hear: Changing Company Names for Rhyme Impact Professional Liability and Cyber Response The Benefits of Specializing in Law Using Legal Tools and Mitigating Risks AI for Content Repurposing and Marketing AI & Language Proficiency in the Philippines AI in Legal Practice Rio Peterson Resources Alps’ Website: []() Alps’ Blog: [ Resources: [ Clio 2023 Trends Report: [ Google Analytics: [ Hubspot: []() General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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271: Automating Documents & Productizing Your Services (with Dorna Moini)
11/21/2023
271: Automating Documents & Productizing Your Services (with Dorna Moini)
In the latest episode, attorney Dorna Moini explains how her product, Gavel, enables full intake and workflow automation. She also explains how lawyers can document their expertise and turn that into revenue-generating products. In this episode, you will hear about: The importance of automating repetitive tasks, which begins with recording and analyzing repeatable tasks. How innovative document automation has revolutionized traditional legal services. The concept of productizing legal services and how doing this enhances customer experiences. How to use integrations for productizing legal services. The role of artificial intelligence in workflow development, and the importance of quick adaptation in automation projects. Resources from this Episode with Gavel (on the website) of Gavel (re: use of Loom) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 and pricing starts at . 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 . 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
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270: Build a Successful Law Firm and Run it While Living in Europe
11/07/2023
270: Build a Successful Law Firm and Run it While Living in Europe
This episode features an interview with a lawyer who went from helping build a multimillion-dollar firm to practicing law from coffee shops in Europe. Sheila Wilkinson helped build a highly successful law firm from scratch even before she went to law school. Crazy but true. And after law school, she created her own successful practice, which she still runs, often from coffee shops in the country of Brussels. Another focus for Sheila is providing what she calls "Socratic coaching" for lawyers. Specifically, those who feel frustrated in their practices. Sheila's message is: Law practice doesn't have to be unfulfilling and frustrating. You can transform your life, your practice, and your state of mind. Listen, and find out how to make major improvements to your law practice. In this episode, you will hear: The transformational journey of Sheila, who transitioned from building a million-dollar law firm to practicing law from various coffee shops in Europe. How Sheila Wilkinson leverages technology, practices Socratic Coaching for Lawyers, and benefits from digital nomadism. Sheila's approach to overcoming personal and professional hurdles by emphasizing clarity, confidence, and understanding one's mental processes. The significance of emotional decision-making and proper risk assessment in law practice. A deep dive into social conditioning and its impact on decision-making abilities. Resources from this Episode - (by Lexis) - - - - - - - ?" - - Connect with her on and - General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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269: Master of Tech, Deficient in Delegation (Interview with lawyer Brandon Siegal)
10/24/2023
269: Master of Tech, Deficient in Delegation (Interview with lawyer Brandon Siegal)
This episode is a deep dive into the law practice of solo attorney Brandon Siegal, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging. The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment. We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn't necessarily love everything he's using, and you'll find out why. So listen and gain insights that will help you improve your practice as well. In this episode, you will hear: Brandon’s Years of Practice and Solo Transition Dependency on Sanebox for Email Management Text Expansion for Efficient Chat Conversations Coding and Automation Tools for Efficiency Resources from this Episode: - - - - - - - - - - (formerly Integrate) - - - - - - - - - - - - - - - - - - - - - - - (Chrome/Edge plugin) - - - - - - - - - General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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268: Modern Note-Taking for Lawyers with Obsidian
10/10/2023
268: Modern Note-Taking for Lawyers with Obsidian
Digital note-taking for lawyers is no longer just about transcribing ideas—it's about weaving them together. Enter the world of "Personal Knowledge Management" (PKM), a realm where once reigned supreme but now faces more powerful contenders. Obsidian is the best note-taking app for lawyers who want a powerful, user-friendly tool that also happens to be completely free. With its interconnected system of notes, it offers unparalleled speed and efficiency. Want to learn more? Tune in as PKM specialist Mike Schmitz shares his insights. Listen to the episode and check Mike's top resource links. In this episode, you will hear: Importance of digital note-taking and how it can revolutionize the way individuals capture and leverage ideas. Introduction to Obsidian, a digital note-taking tool, and how to use its features effectively. Discussion on Personal Knowledge Management (PKM) and how being selective with the information we consume can fuel creativity. The advantages of using Obsidian for note-taking, including its seamless integration with markdown language and various plugins that extend its functionality. Overview of Obsidian 101 and Obsidian University – courses designed to help users get the most out of the tool. Resources from this Episode Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) : A note-taking app mentioned alongside Obsidian as part of the PKM (Personal Knowledge Management) stack. : Another app mentioned as part of the PKM stack, emphasizing the need for a PKM app to manage different apps' information. : Mentioned in relation to PKM and note-taking, highlighting the various options available for managing information. : An Apple-based quick capture tool was mentioned in the conversation, and there was a question about how to move content from Drafts to Obsidian. : The OG of note-taking tools, although many people now want more effective alternatives. Mike’s PKM stack is: for tasks, for work projects, and for calendaring Mike’s Mike’s , a well-known article by Clayton Christensen , a book by David Gray If you want to improve your law practice, check out my (answer a few questions and then get specific recommendations for improvement in 5 key areas). General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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267: Getting The Most out of Microsoft 365 - Part 2
09/26/2023
267: Getting The Most out of Microsoft 365 - Part 2
This episode continues a discussion on how to get the most out of Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook. Whether you use a Mac or a PC, these tools help streamline the most common workflows in your law practice. I invited Ben Schorr to explain the ins and outs of 365 software. Ben works at Microsoft as a senior-level product manager for content, so he has major insight into how to get the most out of your Microsoft Office software. In this episode, Ben discusses the following: Exploring Microsoft 365's Mobile App Leveraging Office.com Quick Access Toolbar Email Management and Learning Resources Windows Speech Recognition and Dictation Options Show Notes If you want to level up your law practice, check out my (after you answer a few questions, you'll get specific recommendations for improvement in 5 key areas of your practice). 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 . 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. General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. Thanks to Our Sponsors is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire , 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 have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of. Plans start at , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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266: Getting The Most out of Microsoft 365 - Part 1
09/12/2023
266: Getting The Most out of Microsoft 365 - Part 1
This episode is about how to get the most out of Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook. Whether you use a Mac or a PC, these tools help streamline the most common workflows in your law practice. I invited Ben Schorr to explain the ins and outs of 365 software. Ben works at Microsoft as a senior-level product manager for content, so he has major insight into how to get the most out of your Microsoft Office software. In this episode, Ben discusses the following: Table of Contents & Document Navigation in Word Fluency and Habits in Using Tools Excel Tips and Tricks PowerPoint's Speaker Coach Using Flags and Drag-and-Drop in Outlook Show Notes If you want to level up your law practice, check out my (after you answer a few questions, you'll get specific recommendations for improvement in 5 key areas of your practice). 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 . 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. General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. Thanks to Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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265: Digital Nomadism for Lawyers (with Megan Hargroder)
08/29/2023
265: Digital Nomadism for Lawyers (with Megan Hargroder)
Step into the extraordinary world of digital nomadism with my wanderlust-filled guest, Megan Hargroder. Megan, a seasoned digital nomad, has been living out of her suitcase and working from the picturesque locales of Europe for the past eight months. Join us for a riveting conversation that explores the exhilarating freedoms and intricate challenges that come hand-in-hand with her unique lifestyle. Navigating time zones, hiring international talent, managing remote work, and maintaining cyber security are just a few of the topics we delve into. We also touch upon the fascinating subject of managing a virtual team of assistants, specifically from the Philippines, and how to evolve a contractual role into a full-time position. You'll be riveted as Megan shares the secret to maintaining a secure online presence while globe-trotting and highlights the hidden benefits of a WeWork All-Access membership. Ready to embrace the digital nomad lifestyle? Get an insight into Megan's tech arsenal as she reveals how she stays connected with the help of Airalo, a virtual SIM card app. Plus, learn about the magic of automation and outsourcing, and how these can free up your time for, well, more freedom! And as a cherry on top, we even touch upon the importance of a systematic onboarding process and learning from mistakes. So, buckle up for an episode that's brimming with insightful takeaways, hilarious anecdotes, and trailblazing ideas! In this episode, you will hear: Challenges of Working Remotely While Traveling Using Airalo for Unlimited Data Abroad Exploring Options for Accessing Data Abroad Importance of Slack in Communication Supercharged CEO Using Slack for Client Communication Resources from this Episode Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) (a digital marketing agency helping solo/small firm lawyers) (Virtual Private Network service, link to 30-day free trial) (app & services for using virtual SIM cards, aka eSIM) - use this code to get $3 off your first purchase: ERNEST3504 (for time zone management) (browser tool for time zone management) (communication tool for remote teams) (alternative communication tool for remote teams) that teaches outsourcing skills (video communication tool) (video communication tool) (mentioned as a potential alternative to Slack or Microsoft Teams) (shared workspace provider) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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264: The Legal Singularity - How A.I. will Improve Our Profession (with Ben Alarie)
08/15/2023
264: The Legal Singularity - How A.I. will Improve Our Profession (with Ben Alarie)
Let's journey into the fascinating world of law and technology with our extraordinary guest, Ben Alarie. He's not just a law professor, but also an entrepreneur and author who has put his expertise in an excitingly accessible format through his AI product, Ask Blue J. This ingenious tool simplifies tax law navigation, transforming complex databases into question-answering platforms. We also shed light on the concept of the 'legal singularity', a term coined by Ben himself in his new book, signifying the potential of AI to develop a more responsive and precise legal infrastructure. Our conversation takes an interesting turn as we dig into the predictive power of machine learning in judicial decisions. Imagine an AI tool that could anticipate a judge's ruling in ambiguous scenarios, sounds like a sci-fi movie, right? Well, not anymore. Ask Blue J, Ben's brainchild, is changing the game, boasting over 90% accuracy in certain areas. We also address a unique AI issue, the ‘hallucination problem’ - illustrating how AI can sometimes veer off course when it lacks sufficient information. Wrapping up our discussion, we touch upon the 80/20 principle, a guiding tenet that could be your key to success. It emphasizes getting the maximum return on investment with minimal effort. This enlightening conversation with Ben Alarie will not just keep you informed about the cutting-edge advancements in AI and machine learning in the legal field, but also inspire you to implement strategic principles for success in your professional journey. So, plug in those headphones and embark on this thought-provoking exploration of the legal industry's future. In this episode, you will hear: The concept of the 'legal singularity' and the potential of AI in creating a responsive and precise legal infrastructure. Machine learning's predictive power in judicial decisions and the accuracy of Ask Blue J in certain areas. The ‘hallucination problem’ in AI, where it can go off course due to lack of sufficient information. Use of AI in diagnosing and rectifying social problems and achieving universal legal literacy. Implications of AI and technology for the future of the legal profession, legal education, and democracy. Resources from this Episode Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) BlueJ website: , book by Ben Alarie Preet Bharara's podcast: with Ian Bremmer & Shuman Ghosemajumder) , by Yuval Noah Harari , by Yuval Noah Harari General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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263: New Tech Effectiveness Assessment for Lawyers
08/01/2023
263: New Tech Effectiveness Assessment for Lawyers
In this episode, we revisit a persistent favorite topic - Standard Operating Procedures (SOPs). We understand there are many recurring issues that may concern you, but which ones are the most pressing? We are on a mission to resolve these sticking points. A common challenge for attorneys is determining the technology that could bring the most significant improvement to their practice. Given the unique needs of each attorney, the question is: How do you identify the ideal technology for your practice? Keep reading as we reveal a practical solution to this conundrum. In our Tech Assessment section, we'll evaluate how effectively you are employing crucial technologies in your practice, including the ever-important SOPs and GPT tools. In this episode, you will hear: Importance of Standard Operating Procedures (SOPs) for civil litigators and how to create effective ones. Tips on overcoming challenges and resistance points when documenting SOPs. Introduction of a new tech assessment tool for enhancing attorney practices. Use of innovative technology like Generative Pre-training Transformer (GPT) in the legal space. How SOPs can help in streamlining repetitive workflows and transforming legal practices. Resources from this Episode Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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Essential Tech Tools & Tips (with Adriana Linares)
07/18/2023
Essential Tech Tools & Tips (with Adriana Linares)
What if you could revolutionize your legal practice with technology? This provocative question led to an enlightening chat with legal tech consultant, Adriana Linares, who shared insights on how transitioning to cloud-based services and leveraging tools like TextExpander and ChatGPT can significantly enhance productivity and writing skills. That's not all, folks. Join us as we share personal anecdotes about the transformative power of effective communication skills, honed through Toastmasters, and how this aids career progression. We also discuss the wonders of ChatGPT technology, which can help us create speeches that sound more natural and professional. But it doesn't stop there - we discuss utilizing ChatGPT for generating language for attorney forms or creating starting templates for your work. We also talk about the paramount importance of password managers and TextExpander in maintaining flexibility and security in your computer setup. Picture being able to easily store emails, logins, and calendar appointments, and sharing passwords between people - all with maximum security. And let's not forget how TextExpander snippets can simplify communication and save time. So, are you ready to transform your legal practice with technology? Tune in, and let’s explore these game-changing tools together. In this episode, you will hear: Improving Legal Document Creation and Efficiency Effective Communication With Toastmasters Chat GPT for Lawyers Other Uses of Chat GPT and AI Password Managers and Text Expander Resources from this Episode Adriana's website - LawTech Partners: TextExpander: OpenAi (ChatGPT): Microsoft Co-Pilot: 1Password: Roboform: LastPass: Grammarly: Calendly: Dreyer's English: An Utterly Correct Guide to Clarity and Style General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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Overture.law - An Innovative New Way of Getting & Making Referrals
07/04/2023
Overture.law - An Innovative New Way of Getting & Making Referrals
Imagine a world where getting quality referrals is not just possible, but easy and ethical too. That's the pioneering world Arya Firoozmand, co-founder of Overture Law, is building. In this enlightening conversation, Arya takes me through his journey into law practice and how he and his partners invented Overture Law, an innovative platform that fills a service gap by linking attorneys and clients in the insurance-bad-faith sector. But Overture Law is more than just a linking platform. It's a community that empowers attorneys through a system that rigorously vets to ensure only the highest quality referrals. Arya shares the intricate process of joining and posting referrals, and how the platform, designed with attorneys in mind, makes this process swift, smooth, and efficient. We also explore the importance of proper vetting in maintaining the high standards of the community. Referral fees and attorneys can be a tricky landscape to navigate, but not with Overture Law. Arya elaborates on how they have developed a system that automatically handles billing, thus eliminating the trust account issues that usually arise when referring matters. We discuss how the platform integrates seamlessly with Clio for time tracking and invoice generation. With clear expectations around referral fees, attorneys can now focus on the most important task at hand - finding the right attorney for their client. So, tune in and discover how Overture Law is revolutionizing the legal industry. In this episode, you will hear: Expanding referrals you get from sources outside your home state Getting compensated for making referrals (even in non-contingency fee matters) The importance of a community platform that not only connects attorneys but also vets them to ensure high-quality referrals. The ethics of getting compensated for making referrals. Resources from this Episode Overture: BizCounsel: General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 Our Sponsors 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 , and pricing starts at . 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 . Overture Law Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. Membership is free if you're accepted. Apply for membership at Overture.law Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys. 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 Let them know we sent you.
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Technology vs. Natural Growth
06/20/2023
Technology vs. Natural Growth
Discover the secret to unlocking human growth and genuine connections in our increasingly digital world. This episode promises to reveal the power of face-to-face interaction and why it's crucial for personal and professional success. Let me take you on a journey through our experience with Laurel Street Music in New Orleans, where an inspiring story of community events and real-world connection unfolded during the pandemic. Learn how the simple act of getting to know your neighbors can lead to profound human growth and support that social media just can't provide. We also dive into the fascinating 80-20 principle and its application to our lives for greater success. By emphasizing the importance of building deep connections and prioritizing face-to-face interactions, you'll be able to maximize your ROI with minimal effort. Don't miss out on this opportunity to reflect on the dangers of confusing natural growth with technological change and finding balance in our screen-centric lives. Tune in and reconnect with the power of genuine human interaction today! In this episode, you will hear: The power of face-to-face connection Building real connections through community events Deep connections for success Lawyers & face-to-face interaction Using email and phones for communication Resources from this Episode Journey to the Heart by Melody Beattie General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 . 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 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 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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A Celebrity Actor Shares Law Practice Insights (Surprise Guest)
06/06/2023
A Celebrity Actor Shares Law Practice Insights (Surprise Guest)
Ever wondered how the 80-20 principle applies to a Hollywood actor's life and career? I have an exclusive chat with the legendary Tom Hanks, shedding light on the topic and sharing his personal experiences! But there's more than meets the ear – my friend and computer forensics expert Craig Ball joins me to reveal the cutting-edge AI technology from ElevenLabs that made our "interview" with Tom Hanks possible. We dive into the potential dangers of AI-generated deep fakes, the importance of verifying sources, and the implications of rapid advancements in AI technology becoming more accessible to everyone. This captivating episode not only entertains but also opens your eyes to the future of technology's impact on our lives. In this episode, you will hear: AI voice synthesis Potential dangers of deep fakes and the importance of verifying sources The impact of AI and voice recognition on the legal industry, including the potential for creating deep fakes and the need for debunking tools to detect them. The importance of corroborating sources in a world where technology can easily deceive, such as using the Shepherdizing method for lawyers. The implications of rapid advancements in AI technology becoming more accessible to everyone and its impact on society. Resources from this Episode Craig Ball's website () (speech modeling website) , by Richard Koch My Substack email newsletter: (not just for lawyers). My (enrollment is open now) Join the '' (modern business insights for small firm owners). Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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Streamlining Operations using Agile Methodology (John Grant)
05/30/2023
Streamlining Operations using Agile Methodology (John Grant)
Are you ready to revolutionize your law firm's operations and witness a substantial boost in productivity and profitability? Join me for an enlightening conversation with John Grant, a renowned lawyer and consultant who has mastered the art of streamlining law practices for maximum success. Together, we explore the Kanban method for visualizing workflows, the concept of Kaizen for continuous incremental improvement, and practical strategies for optimizing law firm operations. In our discussion, we dissect the concept of bottlenecks in your workflow and demonstrate how fixing the worst offender can drastically improve your entire system. Delve into systems theory, feedback loops, and the Goldilocks zone, where information is just right. We also identify the three high-level systems of a law practice and reveal how improving just one of these systems can provide the most significant return on investment. Packed with expert advice, this episode shares invaluable tips on enhancing the efficiency and productivity of your law firm. Learn how effective communication can improve your client experience, explore the role of GPT technology in client communication, and discover how leveraging the 80/20 principle can help you achieve maximum results with minimal effort. Don't miss this golden opportunity to learn from a trusted strategic advisor and elevate your law practice to new heights! In this episode, you will hear: Maximizing Impact and Feedback Kanban Boards for Workflow Efficiency Incremental Improvement and Quality Control Using GPT for Writer's Block The Goal and Knowledge Work Quality Prompts in Law Practice Optimizing Delivery Pipeline Balance Implementing Kanban Methodology Resources from this Episode of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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Using Airtable Databases to Help Run a Small Law Firm (Jess Birken)
05/23/2023
Using Airtable Databases to Help Run a Small Law Firm (Jess Birken)
In this podcast episode, I had the pleasure of chatting with Jess Birken, a small firm law owner who specializes in helping nonprofits. As someone with an entrepreneurial spirit and a tech-savvy approach, Jess shared her insights on how technology has revolutionized her practice and how others can optimize their own businesses. One of the key topics we discussed was the use of Airtable, a cloud-based relational database, in Jess's law practice. She explained how she initially began using Airtable to keep track of her content marketing materials, but it quickly evolved into a comprehensive system that runs her entire firm. From client intake and project management to sales pipelines and business development, Airtable serves as the central hub for her practice. Jess also highlighted the importance of reducing touches, eliminating paper, and automating processes for maximum efficiency. Tools for automated scheduling, ActiveCampaign, and Slack are essential for running a small business successfully. By understanding the parameters of technology and having a supportive inner circle, Jess has achieved her goals and created a thriving law practice that serves her clients' needs. Tune in to the podcast episode to learn more about Jess's experience and discover how you too can harness the power of technology, like Airtable, to create a more efficient and successful practice. In this episode, you will hear: How Lawyers can leverage Technology to improve their Practices Airtable Usage in Practice Navigating a Non-Traditional Career Path How Jess Serves Small Non-Profits Air Table for Content Management Using Slack for Remote Work Chat GPT for Everyday Tasks Hiring Tech Consultants to Help with Airtable Resources from this Episode (Jess's website) of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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Get Staffed Up with Remote Workers in Latin America (Guest: Brett Trembly)
05/16/2023
Get Staffed Up with Remote Workers in Latin America (Guest: Brett Trembly)
In this episode, Brett Trembly, a business lawyer and founder of Get Staffed Up, shares how his company helps law firm owners hire talented virtual assistants from Latin America. He discusses his new book, which sets forth a 24-month game plan for hiring seven specific positions. He also explains the best practices for working with virtual assistants, including repeatable tasks, daily check-ins, and quarterly conversations. Tune in to learn about the nuts and bolts of building a remote workforce based in Latin America. Show Notes (Brett's company website) , by Brett Trembly (free copy for listeners of this podcast) of the Subscribe to: Check out my Join: '' (a 365 day virtual business conference for law firm owners) Read: , by Richard Koch Learn about: (a free course taught via email) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 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 , and pricing starts at . 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 . 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 businesses and impact the world.
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A Practicing Lawyer's Perspective on ChatGPT (Enrico Schaefer)
05/09/2023
A Practicing Lawyer's Perspective on ChatGPT (Enrico Schaefer)
Discover the transformative power of ChatGPT technology in the legal industry as Ernie sits down with Enrico Schaefer, an attorney with over thirty years of experience in technology and IP law. Learn how Enrico leverages AI tools and third-party applications to revolutionize his practice, streamline communication, and optimize his workflow. Join Ernie as he explores Enrico's journey into the world of ChatGPT, discussing practical applications like analyzing PDFs, summarizing documents, and connecting with Gmail. Delve into the benefits of AI transcription and task management tools, such as Fireflies and Otter.ai, which can transcribe audio files and Zoom calls, as well as summarize YouTube videos and podcasts. Don't miss this opportunity to learn from an expert and understand the potential impact of AI on the legal profession. You’ll learn about the importance of integrating AI into your workflow to stay competitive and provide the best value to clients. Tune in and discover how ChatGPT technology can help you work smarter, not harder, in your law practice. In this episode, you will hear: Understanding Chat EPT and the API Improving Legal Communication With GPT Sidebar The Impact of AI on Lawyers Transcription & Task Management Tools Resources from this Episode Enrico's YouTube video: "ChatGPT Power Tips for Lawyers & Law Firms" Enrico recommends these tech tools GPT Sidebar (Chrome extension that extends capabilities through API integration with ) - 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 . 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. General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. 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 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 , and pricing starts at . 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 . 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 Let them know we sent you.
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Gumbo, ChatGPT & Systems (with Matt Granda)
05/02/2023
Gumbo, ChatGPT & Systems (with Matt Granda)
In this episode I briefly discuss gumbo, ChatGPT and a new development in my Systems program. You'll also hear from Matt Granda, the managing partner in a P.I. law firm who is serious about systematizing and improving his firm's operations. Show Notes Matt Granda's (Matt's law firm) of the Subscribe to: Check out my Join: '' (valuable business insights for small firm owners) Read: , by Richard Koch Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. Thanks to Our Sponsors " is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants. The service is customized to your budget and is on-demand, so you are able to work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a . The best way to is to schedule a free consultation and find out exactly how the service works. to schedule a free 30-minute call, and you’ll get a special 15% discount when you ." 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 and pricing starts at . 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 . 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
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Hiring & Working with Overseas VAs (with Joey Vitale)
04/25/2023
Hiring & Working with Overseas VAs (with Joey Vitale)
Joey Vitale practices trademark law in Chicago and got so busy he needed to hire overseas VAs from the Philippines. Then he started teaching other lawyers the benefits and methods of working with overseas VAs. Learn the best ways of hiring and working with remote VAs in law practice. And discover the "Holy Grail" metric for uncommon law firm success. Show Notes (Joey's Skybreaker website for helping folks find VAs) (project management software Joey uses and recommends) (website for finding Philippine VAs) Joey's presentation at Small Firm Bootcamp () Get my new email course: (it's free) ChatGPT conversation about FAQs on hiring overseas VAs () General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. Thanks to Our Sponsors " is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants. The service is customized to your budget and is on-demand, so you are able to work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a . The best way to is to schedule a free consultation and find out exactly how the service works. to schedule a free 30-minute call, and you’ll get a special 15% discount when you ." 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 and pricing starts at . 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 . 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
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Building Accountability Charts & Tracking Portals (with Melissa Shanahan)
04/18/2023
Building Accountability Charts & Tracking Portals (with Melissa Shanahan)
Business coach Melissa Shanahan discusses how she helped a small group of law firm owners build a dashboard for tracking key metrics in their practices (i.e., a "tracking portal"). She also showed them how to define the various roles for work done in the firm (now or in the future) through an "accountability chart." Show Notes (Melissa's website) (Melissa's podcast) (Melissa's coaching program for law firm owners) Check out the Join the '' (private online group for law firm owners) Get my new email course: (it's free) General Resources Learn to use technology to reduce friction & gain freedom with : https://www.the8020lawyer.com/ Focus on for maximum traction in your practice. Take this short to identify your main strengths & weaknesses. Thanks to Our Sponsors " is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants. The service is customized to your budget and is on-demand, so you are able to work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a . The best way to is to schedule a free consultation and find out exactly how the service works. to schedule a free 30-minute call, and you’ll get a special 15% discount when you ." 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 and pricing starts at . 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 . 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
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