“I know we’re on vacation, but let me just take a few minutes to check in.” It’s a phrase I’ve said too many times to my family on what is supposed to be our vacation. Unfortunately, today’s technology and 24-7 business cycle often mean that vacations aren’t time away from business. There is no respite. Knowledge workers find it difficult to detach from work. Many times, these employees take a vacation with the best intentions, but feel the gentle tug of work calling at them. They find themselves simply working from another location instead of truly taking time away from their day-to-day job ..read more

In 2024, Affinity and Lawyerist restructured our employee-first approach. In a concerted effort to improve at the individual level, Robin Carberry, Paco Roman, and Natasha Evans joined the team as professional development coaches for all employees. “This program was introduced to help folks enjoy a meaningful place to work. To help them find more joy in what they do and remove blocks in the way of that,” said Robin. Coaches Provide Crucial Guidance Throughout the Company Affinity and Lawyerist offer a coach for every employee. In biweekly one-on-one sessions, coaches work through the goals an ..read more

Mishandling client money is among the top client complaints about attorneys. When we think of mishandling, we often think first of misappropriation—taking client funds to spend on oneself. But such actions, however sensational, represent a distinct minority of trust account problems. More commonly, problems with law firm trust accounts, also known as IOLTA (“interest on lawyer trust accounts”), arise from errors of expediency and neglect rather than nefarious intent. Still, such errors may prove a serious threat to your firm, your reputation, and even your law license. Fortunately, legal tech ..read more

ShareFile is well known for secure document sharing and external collaboration capabilities. It provides an easy and secure way to send and receive client or third-party files. Built on that strong foundation, the newest ShareFile for legal innovations give law firms the power to create unparalleled document and client-centric efficiencies. ShareFile for legal builds on the core features you’re familiar with, adding capabilities that expedite client onboarding, ease document workflows, and better protect business and client information without the need of complex, IT-managed security protocol ..read more

Lawyerist is excited to welcome Dan Wade, Marketing Lead, to the team. Dan is an expert at strategic communications and brings seven years of marketing experience with him. He will spearhead efforts to increase brand awareness for Lawyerist and Affinity Consulting, ensuring the right message reaches the right audience. Dan resides in St. Paul, Minnesota, where he lives with his wife, daughter, and two cats (Avery and “the boy”). He’s a sports fan to his core and is even a community owner of Minnesota Aurora FC, a local soccer club. “We are excited and lucky to have Dan join the team,” said La ..read more

One of the strongest cases for law practice management software (LPMS) is that it understands how legal professionals work. Practice management software excels where Outlook or the Google Suite fails because an LPMS works within the concept of a “matter,” something unique to the legal market. An LPMS combines a host of otherwise disparate data—emails, notes, documents, phone messages, calendar appointments, and more—under the umbrella of one collective (e.g., Smith v. Jones or the Thomas estate plan). If an LPMS stopped there, it would nonetheless be a boon to legal professionals. But great ..read more

Your legal practice produces abundant data from many sources. What happens when you have to search two or three places within a program or website to find what you seek? Or worse, when you must combine and massage information from various locations to see a complete picture of your business? Frankly, you’re less likely to retrieve and act on that information. Instead of illuminating and helpful, the experience becomes frustrating and time-consuming. And you can’t make informed decisions on data, even if you have it, because it’s not presented conveniently or timely. Previously, a law firm nee ..read more

Lawyerist Lab was recently upgraded with the addition of a Tology-powered chatbot: Lasso the Lab Coach. It’s vital to keep up with the times, and that means embracing the power of AI and leveraging it for clients. “Lawyers don’t have time to become experts in AI. Our job is to experiment with tools so that we can teach our community,” said Stephanie Everett, Lawyerist CEO and Lab Coach. Convenient Business Coaching Powered by AI Lawyerist Lab is a business coaching program designed for small law firm owners looking to grow and scale. It features a team of expert business and legal technology ..read more

Running a small law firm is hard. Between client work, administrative tasks, and business growth efforts, managing limited time and resources can be a challenge for even the best practitioner. That’s why law firm owners are turning to Get Staffed Up. Offering remote assistants ideal for client-facing administrative tasks, Get Staffed Up (GSU) finds the fit from the top 1% of degreed, professionals from Latin America and South Africa. Since Get Staffed Up was founded by two attorneys, they understand the unique staffing needs of law firms. GSU sets its services apart with their propriety match ..read more

If you have engaged a “law firm marketing agency,” you know that phrase can encompass everything from defining your firm vision and ideal client, to font and logos, to the technical mechanics of website building and ad buying. Maybe you’ve felt that the end goal—more prospects and, ultimately, more clients and more revenue, gets lost in the shuffle. FirmPilot understands that feeling and has “flipped the script” on law firm digital marketing. They start with data instead of design.  By synthesizing data and marketing, FirmPilot provides law firms two benefits: hard numbers that give ..read more