Podcast host Dan Cuneo is joined by Matt Homann, founder and CEO of Filament, to continue their conversation about how organizations can rethink their approach to company retreats and meetings so that they are more purposeful and productive. Mr. Homann provides tips for making meetings more intentional and discusses the importance of prep work for meetings, how to keep employees engaged virtually, how to drive meeting engagement with both extroverts and introverts, how the setup of the room can impact meeting productivity, how to come to decisions at the conclusion of meetings while giving par ..read more

Podcast host Dan Cuneo is joined by Matt Homann, founder and CEO of Filament, to discuss how organizations can rethink their approach to company retreats and meetings so that they are more purposeful and productive. Mr. Homann discusses his company’s guiding principles regarding retreat facilitation and how the model encourages more intentional discussions, the challenges of hosting leadership conferences in the office as opposed to offsite, the benefits of utilizing an outside facilitator for retreats, the appropriate length and timing for a retreat, the value of including as many employees a ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss what exactly it means when lawyers claim to be available 24/7. Many law firms market their attorneys as being available to clients 24/7 but narrowing down what that specifically means is a little tricky. The hosts discuss whether “24/7” is misleading; how chat, text, and email can be utilized to help attorneys answer client questions at all hours; the complications that can arise regarding the establishment of attorney-client relationships when answering questions from potential clients; how attorneys can strike a balance between practicin ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss ways law firms can effectively utilize A.I. and automation to drive efficiencies and increase revenues. Topics covered include how automation can simplify the client intake process, the benefits of templatizing legal documents, ways to automize client communication, strategies for gathering client feedback and reviews through automation, implementing electronic payment options, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, for the conclusion of their three-part conversation. In this episode, Mr. Herman discusses how to cultivate client relationships even when it means turning down their case. Mr. Herman discusses the benefits of utilizing paralegals to increase efficiencies, how to build trust during the intake process when faced with a question you do not know the answer to, how to explain to a client that they do not have a case and still maintain that relationship, and more. Listen to Part I of thei ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, to continue their conversation about choosing which cases to take on and how to determine when to turn down a case. Mr. Herman discusses the best way to communicate to a potential client that you are not going to take their case. He explains that by doing it in an honest way that prioritizes the potential client’s interest, you can improve your firm’s reputation, which down the road can lead to clients with no acquisition cost thus lowering your overall acquisition cost. Listen to Pa ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss ways law firms can effectively utilize A.I. and automation to drive efficiencies and increase revenues. Topics covered include how automation can simplify the client intake process, the benefits of templatizing legal documents, ways to automize client communication, strategies for gathering client feedback and reviews through automation, implementing electronic payment options, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, for the conclusion of their three-part conversation. In this episode, Mr. Herman discusses how to cultivate client relationships even when it means turning down their case. Mr. Herman discusses the benefits of utilizing paralegals to increase efficiencies, how to build trust during the intake process when faced with a question you do not know the answer to, how to explain to a client that they do not have a case and still maintain that relationship, and more. Listen to Part I of thei ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, to continue their conversation about choosing which cases to take on and how to determine when to turn down a case. Mr. Herman discusses the best way to communicate to a potential client that you are not going to take their case. He explains that by doing it in an honest way that prioritizes the potential client’s interest, you can improve your firm’s reputation, which down the road can lead to clients with no acquisition cost thus lowering your overall acquisition cost. Listen to Pa ..read more

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, to discuss the process law firms should go through when determining whether or not to take a case. As many law firms get started, the tendency is to take nearly every case that comes around, but Mr. Herman explains how firms eventually reach a point when taking additional cases can actually reduce profit margins. He discusses how firms can determine what cases will help maximize profits, how being selective helps create a better client experience, factors that can be determined on da ..read more