Guest Marie Stockton is an estate planning lawyer laser-focused on making sure her clients understand what they’re signing. She’s mastering document prep tools to assure they have the look and feel that encourages reading and comprehension.  Topics: Making the shift from WordPerfect to Microsoft Word Paying attention to the little things, like fonts Designing and creating styles for formatting Complex numbering for document accuracy Resources: Matthew Butterick, Typography for Lawyers Debora Savatra, Legal Office Guru Barron Henley, Affinity Consulting Mark Unger, Muse Legal YouTube L ..read more

Guest: Rachel Allums took a nontraditional path to law practice, first working as a receptionist and paralegal before reading for the California Bar. She benefited from years of firm management experience, leveraging these skills when she launched her estate planning practice one year ago. Topics: What it’s like being a legal unicorn Flipping the script by learning to be a lawyer before learning to think like a lawyer Battling inertia to make practice management changes that benefit clients Launching a firm during a pandemic Scaling and managing an influx of clients Cultivating relationships ..read more

When Peggy Gruenke’s business CPN Legal takes on projects with lawyers to implement new accounting technology and processes, she often finds a mess to clean first. Many firms don’t have adequate finance and accounting habits or make the mistake of hiring bookkeepers without experience working with law firms. Those mistakes, if not cleared up, can put law licenses in jeopardy. Host Adriana Linares has Gruenke walk through best practices in setting up a business, from getting an EIN to deciding whether to incorporate as an LLC or a partnership. These steps help in determining the types of law pr ..read more

Distinguishing themselves from the field by becoming exceptionally valuable to clients in ways others can’t is one way Seth Godin says lawyers can aim to build successful practices. Godin, an entrepreneur and author of 19 books, speaks with host Adriana Linares and Clio CEO Jack Newton about how lawyers can think more innovatively about marketing, positioning, and offering clients solutions. Repeating a point he made during his Clio Cloud 2020 keynote, Godin says clients don’t wake up with a billable-hour problem. They wake up with real problems. He says lawyers can better serve their business ..read more

Even in law school with a career track in mind, promising lawyers don’t really know where they’ll land. Legal Innovators Chairman Jonathan Greenblatt talks with host Adriana Linares about modern career paths and their inevitable shifts because of challenges and unexpected opportunities. Greenblatt points out what he believes are fundamental flaws in BigLaw hiring and training junior talent and how his startup is creating alternatives for firms and corporate law departments while ensuring young lawyers from diverse backgrounds get on-the-job training. He and Linares talk through four good habit ..read more

From client management to website development and networking, Florida bankruptcy lawyer Kelly Roberts has intel to share fresh from her own startup experience. Roberts tells host Adriana Linares that she often gets calls from lawyers wanting to establish a bankruptcy practice like hers. Many times they have a practice launch approach that she believes is the opposite of what it takes to be successful as a solo. But even Roberts is starting to experience growing pains so Linares offers advice on next steps for building a team while documenting processes and procedures before making a first supp ..read more

Since the pandemic caused courthouses to close and law practice to shift almost entirely online, practically overnight, Lawclerk has seen demand spike. The provider of on-demand virtual associates has doubled in size since the beginning of the year. That’s double the number of projects, and an increase in the value of projects overall, Lawclerk’s co-founder tells host Adriana Linares. So why the growth spurt? Garman says that even though some firms were cutting back, solo and small firm practices started to focus on their most important work but needed to find a way to support their lower-prio ..read more

What does a law firm’s client intake process have to do with its advertising campaign? Everything. Law firm digital marketing expert Jason Marsh won’t even work with firms that don’t have their intake process nailed down. That’s because you can’t have a successful campaign without being able to sign a client successfully. Marsh tells host Adriana Linares that the intake process’s job is to stop a potential new client from searching for another lawyer. So before small firms begin ad campaigns, it’s critical to understand the entire customer journey from web click to being qualified as a lead an ..read more

In this bonus episode, host Adriana Linares and her guest Neil J. Squillante share insights and industry trends featured in this year’s TechnoLawyer Top 10 Product Awards. Selected based on reader interest, honorees this year include an impressive mix of products for lawyers to better manage and market practices, track cases, conduct research, increase efficiencies, and feel like you’re practicing in 2030. Follow this link to read TechnoLawyer’s announcement of this year’s list, which includes links to full product reviews. Neil J. Squillante is the founder of TechnoLawyer, an award-winning em ..read more

Legal marketing expert Conrad Saam returns for Part 2 of his conversation with host Adriana Linares to explain why for many lawyers SEO has become the “back cover of the Yellow Pages.” It’s expensive and not right for everyone. So when do you need to work on SEO? Linares teases out some tips: How to evaluate if it’s worth spending money on search engine optimization. Whether your last name should be part of your website URL. Which website platform is a good fit for your practice? How to determine if a marketing agency is right for you. In case you missed it, follow this link to listen to Par ..read more