Financially Legal
61 episodes - English - Latest episode: 3 months ago -The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers. Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.
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Episodes
54. Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting
April 03, 2024 15:00 - 43 minutes - 39.7 MBIn this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one systems vs. pulling together best-in-class systems, the future of AI in legal case management softwar...
53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu
January 03, 2024 15:00 - 35 minutes - 32.3 MBIn this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients. To receive a free legal case management software consult and to view a da...
52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLaw
November 15, 2023 11:01 - 14 minutes - 533 MB VideoIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of running a law firm. For more information and resources on choosing the right case management system for your firm, visit our legal case management ...
51. Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks
October 10, 2023 11:30 - 39 minutes - 36.1 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and h...
50. Legal Case Management Series - An Interview with Brett Spooner of Clever Case
September 19, 2023 12:45 - 18 minutes - 17.2 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case manage...
49. Legal Case Management Series - An Interview with Harsimran Singh of Lawcus
August 24, 2023 12:30 - 12 minutes - 11.3 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform. Learn more and watch here.
48. Legal Case Management Series - An Interview with Dov Slansky of Litify
August 09, 2023 17:00 - 21 minutes - 19.7 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter. Learn more and watch here.
47. Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365
July 25, 2023 12:45 - 20 minutes - 19 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on features and Microsoft 365 applications, Matter365 is one of the most comprehensive solutions on the market ...
46. Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLaw
July 03, 2023 22:39 - 36 minutes - 33.8 MBIn this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms. For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
45. What does it take to get a collections rate of 95% and how does that intersect with diversity, transparency and compensation? An interview with Jim Meadows from Culhane Meadows
September 07, 2022 10:00 - 49 minutes - 67.3 MBHow, if at all, do compensation, diversity, and transparency overlap? How can these competing priorities be reconciled? Jim Meadows from Culhane Meadows doesn’t have the perfect answer. But he’s giving it a solid try. With 75 lawyers and 11 office locations, Culhane Meadows is the largest full-service women-owned law firm in the country. And in each of the last three years, the average female partner at the firm has outearned the average male partner. The firm was cloud-based from the ...
44. How do creativity and financial analytics blend to grow a contingency law firm? An interview with Lynn Bradley from The Potts Law Firm
August 24, 2022 10:00 - 1 hour - 110 MBPlaintiffs' lawyers are often bold, brash, larger-than-life characters with billboards, regular TV ads, and ambition to match. But they're also visionary creatives. They excel at building something from nothing and carving out a new and unique path for legal professionals - often where no path existed before. But that creativity needs to be leavened with stability and more strategic thinking. That's where folks like Lynn Bradley, CFO at The Potts Law firm, come in. In this, our third of...
43. How does your firm limit write downs and write offs? An interview with Kevin Krese from Buckingham, Doolittle & Burroughs
August 17, 2022 13:00 - 57 minutes - 78.5 MBTwo episodes into our four-episode series with law firm CFOs one theme that's emerged is collections. Specifically, how much money lawyers and law firms leave on the table by failing to implement processes that ensure that the firm gets paid for the work it bills out. Kevin Krese, CFO and COO at Buckingham, Doolittle & Burroughs, is thinking further upstream from that. Krese wants to make sure that all of the work that gets done gets billed. And, more importantly, that that time doesn't g...
42. What’s your firm’s “collections calendar?” An interview with Scott Shaffer from Winterfeldt IP Group
August 10, 2022 13:00 - 1 hour - 95.5 MBOne thing every law firm needs is money. And I don’t think that I’m going out on a limb suggesting that money and financial health are common elements across most successful firms. In this episode, the first of our series of interviews with law firm CFOs, we speak with Scott Shaffer of Winterfeld IP Group. We dig in with Scott on law firm collection rates, collection strategies, whether firms should refer clients to collections agencies, the firm’s tech stack and how it helps facilitate the f...
41. Can offshore virtual staffing help you grow and scale your law firm? An interview with Brett Trembly from Get Staffted Up and Trembly Law Firm
March 30, 2022 11:00 - 59 minutes - 81.7 MBWhat’s a lawyer doing running an offshore virtual staffing firm? Starting in 2011 Brett Trembly built a successful business law firm, Trembly Law Firm, in Miami, Florida. They now employ 30+ people and nearly a dozen lawyers. Along the way, Brett not only realized that there was a shortage of companies offering law firm staffing, more importantly, he saw that helping law firms staff up was a huge opportunity not only for him for the law firm. In Brett’s case, he was able to dramatically tra...
40. What's a CRM? And what can a law firm do with it? Announcing the Gravity Legal/Lawmatics Integration with Matt Spiegel, CEO of Lawmatics
March 01, 2022 16:00 - 43 minutes - 59.7 MBOn this special episode of Financially Legal we’re announcing the launch of our integration with Lawmatics. Lawmatics is a Legal Intake Solution, Marketing Automation, and Law Firm CRM software all in one. Today they are announcing the launch of their time and billing module with Lawmatics payments powered by Gravity Legal. We talk with Lawmatics CEO Matt Spiegel. Matt's a former criminal defense attorney who, after founding and selling the well-known practice management system MyCase, start...
39. Why do lawyers struggle to get paid for the work that they do? Julie Steinbacher from Steinbacher, Goodall & Yurchak and The Million Dollar Solution
February 16, 2022 11:00 - 59 minutes - 82.2 MBWhy do lawyers struggle to get paid for the work that they do? Whether it’s the low collection rates that we see in the Clio Trends Report to lawyers offering too steep a discount, to lawyers refusing to sue their clients, and on and on, “Show me the money” is definitely not the #1 mantra for many of our fellow lawyers. Julie Steinbacher doesn’t know why . . . but she’s got some ideas about how to fix it. Not only is Julie the head of a 40 person law firm throughout north-central Pennsylva...
38. What are the roles of financial metrics and your physical workplace in the seven essential parts of a law firm? Interview #4 of 4 with RJon Robins
December 08, 2021 10:00 - 1 hour - 84.5 MBIn this, the fourth and final installment of our discussions with RJon Robins on the seven essential parts of a law firm, we move to the 5th and 6th essential parts of a law firm: physical plant and financial metrics and controls. The topic of physical plant naturally brings up the question of “whither physical law firms in the time of COVID?” We also discuss how intellectual property may be the most significant way that you can add value to your law firm. We wrap with a discussion of financ...
37. What is the role of profit in your law firm? An interview with Brooke Lively from Cathedral Capital
November 17, 2021 11:00 - 54 minutes - 74.8 MBHave you ever considered the role of profit in a law firm? No, I mean, really thought about what it is, why it exists, whether it should be a part of your firm, and/or how to grow it. If so, then this episode is for you. Brooke Lively is the founder and CEO of Cathedral Capital. Her mission is pretty simple: make law firms more profitable. And she’s written a book for lawyers all about it: it’s called From Panic to Profit. In this episode of Financially Legal we talk with Brooke not only...
36. What are the roles of people and production in the seven essential parts of a law firm? Interview #3 of 4 with RJon Robins
November 10, 2021 10:00 - 54 minutes - 75.2 MBIn this, our third installment of our discussions with RJon Robins on the seven essential parts of a law firm, we explore the 3rd and 4th essential parts of a law firm: production and people. While we begin with production, we quickly veer into a conversation about people involved in production and whether every solo or small firm lawyer should try to be an entrepreneur. Of course, we discuss the role of non-lawyers in the delivery of legal services and how you should go about figuring out w...
35. What is the role of marketing and sales in the seven essential parts of a law firm? Interview #2 of 4 with RJon Robins
October 27, 2021 16:06 - 55 minutes - 76.6 MBIn this, the second installment of our discussions with RJon Robins on the seven essential parts of a law firm, we dig in on the first and second essential parts (of the seven essential parts) of a law firm: sales and marketing. As a reminder, in interview #1 we discussed the eighth and final part of a successful law firm, the owner. In this episode, we discuss what marketing is and how you can and should hold your law firm marketing vendors accountable. We pause quickly to ask whether you’d...
34. What is the role of the law firm owner as one of the seven essential parts of a law firm? Interview #1 of 4 with RJon Robins
October 20, 2021 12:00 - 54 minutes - 74.7 MBRJon Robins is the CEO and Founder of How To Manage a Small Law Firm, the largest provider of fractional executive (CEO, CFO, COO) services for small law firms in the country. This episode is the first of a four-part series with RJon on the seven essential parts of a law firm. These seven parts are sales, marketing, production, people, physical plant, financial metrics and controls and, finally, the owner. In this first episode, we start with and talk only about number seven, the owner. This...
Episode 33. How can you test and deploy new technology inexpensively and securely at your small law firm? An interview with Christian Lang from Reynen Court
October 13, 2021 12:00 - 1 hour - 90.9 MBSmall law firm owners may not be familiar with the terms "docker," "container," or "Kubernetes." They may even be a bit fuzzy on the definition of “the cloud.” But most firms know that, along with significant opportunities, new technologies often present security risks, interoperability challenges, and significant costs in terms of time and money to vet, test, and deploy. What’s a firm to do? Unfortunately, there’s no silver bullet for the solo and small firm universe - at least not yet - bu...
23. Can you build a law practice representing criminal defendants and abuse survivors? An interview with Judie Saunders
October 13, 2021 12:00 - 1 hour - 83.4 MBHow can a lawyer represent criminal defendants and abuse survivors? Judie Saunders represents children and families victimized by powerful systems *and* criminal defendants. Check out this week's episode of Financially Legal to find out how Judie built a practice representing the marginalized against powerful entrenched systems.
Episode 32. How can you get started with financial management at your law firm? An interview with Chelsea Williams from Your Core Solution
September 22, 2021 13:00 - 1 hour - 83.1 MBWe all know the cliches and the tropes: Lawyers are terrible business people, lawyers went to law school to avoid math, law firms aren’t businesses, etc . . . . Many of these statements are true in some pretty fundamental ways. But they’re also really damaging. Super accountant-to-law-firms-extraordinaire, Chelsea Williams, has the remedy. Combining her dozen-plus years of accounting experience Chelsea developed a course called “Law Firm Money Mastery.” While the course is designed to help...
31. BONUS EPISODE: Does sales make you uncomfortable? A "friendscast" episode with Jaimee Hall
June 09, 2021 12:00 - 37 minutes - 51.9 MBOne of my lawyer mentors once told me “if you don’t like to sell, don’t be a CEO.” Many solo lawyers set out to make a difference or have an impact - not to be a CEO. But whether you want to call them CEOs or managing partners, or partners, or business owners - the fact remains that they are heads of their respective businesses - effectively, they are “CEOs.” And if you want to be a CEO, you need to get comfortable with selling. In this bonus episode of Financially Legal we dive in on sale...
30. What can a law professor and his student teach you about law practice? Tyson Mutrux and Jim Hacking - Lawyer Community Miniseries - Episode #4
May 25, 2021 12:00 - 52 minutes - 71.4 MBWhat started as conversations between two friends - actually a law professor and his student - evolved into a movement. Maximum Lawyer boasts a 5000 member Facebook group, over 200 hours of podcast content, two sold-out conferences, a paid community, and a course to help lawyers and firms grow. Oh, and did I mention that the prof and his former student both have successful law firms in their own right? Jim Hacking, the law professor, and Tyson Mutrux, the former student, are the leaders of M...
29. Are lawyers entrepreneurs? An interview with Stephanie Everett from Lawyerist - Lawyer Community Miniseries - Episode #3
May 19, 2021 12:00 - 1 hour - 82.8 MBSam Glover, the founder of the popular legal website, Lawyerist, once told me that he started the website to complain about a practice management system he was frustrated by. He gave birth to a technology blog that’s morphed into a large and well-known legal industry website. But Lawyerist is way more than just content. There's also the free-to-join Insider program and the paid Lawyerist community, Lawyerist Lab. Lawyerist provides ongoing strategic and tactical advice to a large number of ...
28. Has this community of lawyers solved what's wrong with social media? An interview with Keith Lee and Jeremy Richter from LawyerSmack - Lawyer Community Miniseries - Episode #2
May 12, 2021 12:00 - 56 minutes - 77.1 MBOver the last few years, the social media landscape has become an almost impossible environment to navigate. The founder of the lawyer community LawyerSmack, Keith Lee, saw the social media meltdown coming and decided to try and do something about it. While it started out as a free extension of his popular Associates Mind blog, LawyerSmack has become a large and very active private online lawyer community. As part of our continuing series on lawyer communities on Financially Legal I talke...
27. Is the key to unlocking law firm economic success between your ears? An interview with Allison Williams from Law Firm Mentor - "Lawyer Community Miniseries" Episode #1
May 05, 2021 12:00 - 1 hour - 88.1 MBHere on Financially Legal we often focus on the nuts and bolts of finance and economics but some the biggest obstacles to economic and business success are mental - not financial or even business-related. If ever you’ve wondered if it's your mindset that's holding you back, then this episode is for you. We dive in on mindset - and we’re doing it with someone who thinks about this deeply - Allison Williams is a Business Coach for Solo Law Firm Owners at Law Firm Mentor. She’s also the CEO and...
26. Should you shift credit card fees to your clients? Host Dan Lear makes the case for this controversial practice
April 23, 2021 11:00 - 24 minutes - 34.1 MBWhat if I told you there was a tool that could automatically increase your firm revenue by 1%? What about 2%? What about 3%? What about even half a percent? (if you’re not great at doing math on the fly, for a firm that grosses $1,000,000/year, one half a percent is $5000). Law firms that accept electronic payments and implement a cost-shifting technology have an opportunity to dramatically lower their costs and increase revenues. Shifting the costs of payment processing in a consumer-fri...
26. Should you shift credit card fees to your clients?
April 23, 2021 11:00 - 24 minutes - 34.1 MBWhat if I told you there was a tool that could automatically increase your firm revenue by 1%? What about 2%? What about 3%? What about even half a percent? (if you’re not great at doing math on the fly, for a firm that grosses $1,000,000/year, one half a percent is $5000). Law firms that accept electronic payments and implement a cost-shifting technology have an opportunity to dramatically lower their costs and increase revenues. Shifting the costs of payment processing in a consumer-fri...
25. Is delegation just a fancy word for "giving permission?" An interview with Lindsey Corbin from delegate.legal
March 31, 2021 10:00 - 49 minutes - 67.5 MBThere’s probably no principle more important to growing and scaling a law firm than delegation. Whether it’s identifying the tasks that need to be done, teaching and coaching others to do them, or simply letting go, you’ll be hard-pressed to grow your legal business if you can’t delegate. If you’ve ever wondered how delegation might work in your firm and how to get started, this episode is for you. The COVID-19 global pandemic has accelerated powerful trends in law firm business. Perhaps one...
24. What is Zapier and what can you do with it? Host Dan Lear discusses how Zapier can extend the power of the web
March 19, 2021 12:00 - 18 minutes - 34.5 MBIf you’ve ever wondered how to tie together different systems in your law practice, you need to know about Zapier. Like the machine that makes Pee-Wee Herman’s breakfast in Pee Wee’s Big Adventure or the idea of the Rube Goldberg machine (a reference that dates me even MORE than Pee-Wee Herman) Zapier uses “if this, then that” logic to connect otherwise disparate systems and - more importantly - often automate mundane, repetitive tasks that can be efficiency time sucks for every law firm, bu...
22. Should you build your own law practice management system? Host Dan Lear explores the frontier of law firms building custom tech
February 16, 2021 20:01 - 23 minutes - 31.7 MBLawyers are no strangers to tools - even technology tools - but few choose to build their own. In this Financially Legal episode, host Dan Lear explores why six firms chose to pursue a DIY path for practice management, how they went about building what they built, whether they’d recommend that other firms do the same, and what the future of practice management looks like for firms who might want to build or, at least, customize their own system. Featured firms: Asset Transaction Legal S...
21. SPECIAL EPISODE: What's the legal liability in this GameStop situation? And who, if anyone, is to blame? An interview with Jake Walker from Block and Leviton
February 01, 2021 23:23 - 57 minutes - 79.2 MBThis episode of Financially Legal is a departure from our usual. Normally we talk about law, economics, and even finance as applied to the practice of law. Today, we’re talking about one specific legal issue that has some financial underpinnings. Specifically, the GameStop short squeeze. If you’ve been paying any attention to the news - or especially social media - over the last couple of weeks you’ve almost certainly heard the name GameStop. They’re a publicly-traded retail establishment ...
20. How do you build a “cloud-based” law firm? An interview with Tim Parlatore and Elana Bertram of Parlatore Law Group
January 28, 2021 13:00 - 1 hour - 99.3 MBIf you’ve considered or are considering a virtual, remote, distributed or cloud-based law firm model, this episode is for you. Parlatore Law Group’s mission is right there on the website: “Our mission is to provide our clients with the highest quality legal services at a reasonable rate. We do this by removing all the barriers, bureaucracy and bloated overhead costs associated with traditional law firms, and instead focus on unleashing the energy and individual genius of the best legal ...
19. Should you have a law firm CFO? An interview with Kenna Valentine from e2e
December 09, 2020 15:53 - 41 minutes - 38.6 MB“I was told there’d be no math.” It’s a common joking refrain for law students and even practicing lawyers. “I went to law school to help people,” so many lawyers tell me. But a firm needs to pay for you - and itself - in order to keep helping people. Let’s face it: law firms are businesses. And the better a firm runs, the more people it can help. So understanding the finance and economics of a legal services business is crucial. That’s where Kenna comes in. As an outsourced CFO to law firm...
19. Should you have a law firm CFO? An interview with Kenna Valentine from the e2e
December 09, 2020 15:53 - 41 minutes - 38.6 MB“I was told there’d be no math.” It’s a common joking refrain for law students and even practicing lawyers. “I went to law school to help people,” so many lawyers tell me. But a firm needs to pay for you - and itself - in order to keep helping people. Let’s face it: law firms are businesses. And the better a firm runs, the more people it can help. So understanding the finance and economics of a legal services business is crucial. That’s where Kenna comes in. As an outsourced CFO to law firm...
18. How do you get started with a subscription legal services offering? An interview with Allen Rodriguez of One400
October 28, 2020 14:05 - 47 minutes - 44.1 MBAllen Rodriguez is a legal product development strategist who has been serving the legal industry for over 18 years. He’s currently the Founder and CEO of the law innovation agency One400. Before that he was the Director of Attorney Services at LegalZoom, where he helped LegalZoom figure out their, now very successful, subscription and lawyer-assisted offerings. He got his start in the legal sector running operations at the Los Angeles County Bar Association’s Lawyer Referral Service. Bu...
17 How do clients make hiring decisions? And how can decision science help you in your practice? An interview with Nika Kabiri of Kabiri Consulting.
October 15, 2020 06:06 - 50 minutes - 34.5 MBNika Kabiri is a JD, a PhD a decision science consultant, a teacher, and a writer. If that’s not enough for you, just know she’s a rock star. Previously Nika was the Director of Strategic Insights at the online legal marketplace Avvo. Whether through market research, tireless and effective advocacy, or her amazing public speaking skills in that role Nika helped Avvo and the legal industry better understand the legal consumer. Nika is now out on her own doing decision science consulting thr...
16. Could you be an outsourced general counsel? An interview with Beth Lebowitz from Auxana and Nimbus Legal
September 29, 2020 22:01 - 52 minutes - 48.8 MBSubscription-based outsourced fractional general counsel sounds like a mouthful, but it’s not really that complicated. A fixed monthly fee for part of a lawyer’s time offering business advice to a company. Beth Lebowitz believes that this model is as good for lawyers as it is for clients. In fact, she’s so committed to it that she’s founded both a law firm, Nimbus Legal, a marketplace/community, Auxana, around the model. Listen in to learn how Beth built a subscription-based general counsel ...
Episode 15: Can you do that with your law practice? An interview with Megan Zavieh of Zavieh Law and Lawyers Gone Ethical
September 16, 2020 14:45 - 1 hour - 61.8 MBLawyers can usually think of lots of possible reasons why trying something new in your practice is “against the rules.” Megan Zavieh is a California state bar defense attorney (who lives in Georgia!) and she’s not treading lightly. Instead, she’s launching a subscription legal services offering, cheering regulatory changes related to non-lawyer ownership, and breaking down the rules around shifting credit card processing fees to clients or selling your law practice. Megan’s got some great ta...
15: Can you do that with your law practice? An interview with Megan Zavieh of Zavieh Law and Lawyers Gone Ethical
September 16, 2020 14:45 - 1 hour - 61.8 MBLawyers can usually think of lots of possible reasons why trying something new in your practice is “against the rules.” Megan Zavieh is a California state bar defense attorney (who lives in Georgia!) and she’s not treading lightly. Instead, she’s launching a subscription legal services offering, cheering regulatory changes related to non-lawyer ownership, and breaking down the rules around shifting credit card processing fees to clients or selling your law practice. Megan’s got some great ta...
14: How do you sell a law practice? An interview with Tom Lenfestey from the Law Practice Exchange
September 02, 2020 14:01 - 57 minutes - 79.4 MBIt’s common for dentists or doctors to sell their practices but far less common for lawyers to do so. And a Zillow-like marketplace for law practices? Forget about it. And yet, that’s just what Tom Lenfestey is doing. Tom has built his business, The Law Practice Exchange, to increase liquidity in a market for law practices and evangelize the buying and selling of law practices as a legitimate option for the development, growth, and conclusion of a lawyer’s professional efforts. Tom has some ...
Episode 14: How do you sell a law practice? An interview with Tom Lenfestey from the Law Practice Exchange
September 02, 2020 14:01 - 57 minutes - 79.4 MBIt’s common for dentists or doctors to sell their practices but far less common for lawyers to do so. And a Zillow-like marketplace for law practices? Forget about it. And yet, that’s just what Tom Lenfestey is doing. Tom has built his business, The Law Practice Exchange, to increase liquidity in a market for law practices and evangelize the buying and selling of law practices as a legitimate option for the development, growth, and conclusion of a lawyer’s professional efforts. Tom has some ...
13.5 How do clients wish you talked about money? A mini-podcast with Gravity Legal’s own Emery Wager
August 28, 2020 19:37 - 28 minutes - 19.3 MBOur recent podcast on how lawyers talk to clients about money inspired Gravity Legal’s own Emery Wager to think about how lawyers had talked to him about money. A client of many lawyers at Gravity Payments (our parent company), Emery came up with a list of five things he wishes lawyers would do when they talk to clients about money. We dig in on this mini-episode of Financially Legal.
13: Is there an ideal size for a law firm? And what, if anything, does that have to do with the online legal gig economy? An interview with Greg Garman from LAWCLERK
August 19, 2020 14:35 - 49 minutes - 34.2 MBGreg Garman is a busy man. One of the founders of a 20 person law firm in Las Vegas, Greg is also the co-founder and CEO of LAWCLERK, an online marketplace for freelance legal help. In this episode, Greg shared some great insights on how and why he thinks right around 20 lawyers is the sweet spot for a small law firm. He also makes a convincing case for how and why the freelance or gig economy is the path forward for both those lawyers sourcing the work and those looking to do it. Tune in to...
12: How do you talk to clients about money? Eight mini-interviews with lawyers across the country about a crucial law practice conversation.
August 05, 2020 16:07 - 43 minutes - 29.9 MBConventional wisdom is that there are really only two reasons that marriages end: sex and money. Sex with a client is frowned on and talking about it - except, perhaps as a part of the representation - is probably not a great idea. However, conversations with clients about money can be some of the most important conversations you have with them. How, when and what you say when you talk to clients about money can have a significant impact on your personal financial and economic well-being and...
11: Can you build a sustainable values-based law firm and offer services to clients at an affordable rate? An interview with Jacqueline Horani from Legally Unconventional
July 22, 2020 13:59 - 1 hour - 46.3 MBJacqueline Horani is a lawyer engaged in integrative consulting and plain language law in New York City. Inspired by the integrative law movement, Jacqueline is building a practice around the practice of conscious contracting, which focuses on identifying and integrating the parties’ values directly into the contracting process. She also has built a complex and comprehensive process to financially qualify her clients and then align the amount she charges to that qualification. Finally, Jacqu...
10: What is the role of civil rights attorneys in the fight to rectify civil injustice? How can we support and even fund civil rights lawyers fighting these fights? An interview with Geri Green and Cynthia Chandler
July 08, 2020 13:43 - 1 hour - 43.8 MBGeri Green and Cynthia Chandler have been fighting for marginalized individuals both in and out of courts for decades. In this episode of Financially Legal we talk about how and why, according to the 2019 Clio Trends report, civil rights attorneys realize so little of what they work (20% - the lowest of any practice area) and collect for so little of what they realize (80% - third or fourth lowest). We also discuss the tremendous burden civil rights attorneys carry as they are often some o...