Lawyers Gone Ethical artwork

Lawyers Gone Ethical

139 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 20 ratings

How do lawyers function in today’s changing legal market without running afoul of the ethics rules? What must lawyers include in their social media profiles and posts? How technologically competent must a lawyer be? How secure must lawyers keep client data? Can lawyers accept credit cards or cryptocurrency? What should lawyers do if they receive a bar complaint?

The business of law is constantly evolving. Staying out of trouble requires that lawyers understand the latest interpretations and applications of the ethics rules. It also requires us to figure out what to do when the rules and modern business and technology are not in sync.

Join host Megan Zavieh, state bar defense and ethics attorney, and her guests as they discuss today’s most pressing topics and practical tools to help you navigate the ever-changing ethics landscape.

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Episodes

National Perspective on Regulatory Reform with Jayne Reardon [LGE 086]

November 12, 2019 08:00 - 22 minutes - 16.4 MB

At Clio Con 2019, Jayne Reardon of the Illinois Supreme Court Commission on Professionalism joined Megan to talk about the changing regulatory landscape in the legal profession. Nationally there are changes afoot in many states, and in this conversation they hit on the states leading reform efforts and discuss which reforms are most likely to succeed. Guest Info: Jayne Reardon on Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivere...

Rise of the Unconference with Sean Bernstein [LGE 085]

November 05, 2019 15:27 - 35 minutes - 26 MB

Megan is joined by Sean Bernstein, organizer of Legal Innovation Summit at Fireside, to talk about that event and others in an unconference format.  How can solos benefit from getting out of the usual legal conference setting and into something more interesting and collaborative?  How are unconferences structured?  Listen in on Sean and Megan and plan your next outing. Resources Mentioned: MinuteBox - Sean's Company Fireside Conference - Sean's Unconference Legal Innovation Council ...

Jack Newton at Clio Con 2019 [LGE 084]

October 29, 2019 07:00 - 26 minutes - 19.1 MB

There is so much to talk about from Clio Con 2019, including the Legal Trends Report.  In this episode, Jack Newton stops by the Lawyers Gone Ethical recording booth. Resources Mentioned: Medium Article discussing Clio's History 2019 Legal Trends Report Guest Info: Jack Newton - Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me ge...

Ethically Outsourcing Substantive Legal Work with Talitha Gray Kozlowski [LGE 083]

October 22, 2019 07:00 - 34 minutes - 24.7 MB

LAWCLERK was started by three partners who saw a growth market in outsourced substantive legal work.  Answers to ethics questions were critical to establishing a marketplace for lawyers seeking lawyer help on their substantive legal work.  In this episode, Megan and guest Talitha Gray Kozlowski dive into the ethics issues facing lawyers who need some help on their client files. Resources Mentioned: LAWCLERK Off-Ramps and On-Ramps:  Keeping Talented Women on the Road to Success Guest ...

One Year of Virtual Assistance [LGE 082]

October 15, 2019 07:00 - 17 minutes - 12.8 MB

Megan was a true solo for a long time, then dabbled in having a bit of close-to-home help.  A year ago, she took the leap of hiring a virtual team to help run her practice.  After a year, she's learned some important lessons that she shares in this episode.  Among them: - Find the right fit - Make tough calls when the fit is wrong - Start small and grow - Allow people to do what they're best at doing - The best assistance finds new ways to help you - Woman up! Resources Mention...

JDHD: Practicing Law with ADD and ADHD with Marshall Lichty [LGE 081]

October 08, 2019 07:00 - 54 minutes - 38 MB

 While ADD and ADHD affect 4% of the general population, they impact 12% (or more) of lawyers.  Marshall Lichty recently found out he is one of them, and he is on an exploratory mission to learn as much as he can about how lawyers can cope with ADD and ADHD and be successful.  He is bringing a message of hope to lawyers struggling with ADD and ADHD, and shares with Megan on this episode coping mechanisms and tools, and also highlights the superpowers that come with ADD and ADHD. Resources ...

Ethically Savvy Business Travel

October 01, 2019 07:00 - 17 minutes - 12.4 MB

Lawyers travel frequently for business, be it conferences or client work or other professional development.  As Megan gets ready to head to the California Lawyers Association annual meeting and the Clio Cloud Conference, she shares some of her tips for remaining ethically compliant while being productive on the road.  Topics include: - Securely using the internet while away from the office - Where to hold client calls (and where not to) - Utilizing downtime to move your practice forwar...

Ethically Savvy Business Travel [LGE 080]

October 01, 2019 07:00 - 17 minutes - 12.4 MB

Lawyers travel frequently for business, be it conferences or client work or other professional development.  As Megan gets ready to head to the California Lawyers Association annual meeting and the Clio Cloud Conference, she shares some of her tips for remaining ethically compliant while being productive on the road.  Topics include: - Securely using the internet while away from the office - Where to hold client calls (and where not to) - Utilizing downtime to move your practice forwar...

Taking Risks and SEO with Tommy Griffith [LGE 079]

September 24, 2019 07:00 - 34 minutes - 24 MB

Lawyers are given a script in law school for how their career is supposed to go.  But what can be achieved if we go off-script, and we build innovative work around the life we want to lead?  Tommy Griffith took some career risks from college through leaving Airbnb where he led the SEO team, and in this episode, he touches on SEO, and talks risk-taking, recovering from failure, and being rewarded for doing things differently.  There are many lessons for solo lawyers! Resources Mentioned: ...

Get the Most Out of Legal Conferences [LGE 078]

September 17, 2019 07:00 - 26 minutes - 18.9 MB

Wisely chosen, legal conferences can be great opportunities for solo and small firm lawyers.  Megan's top tips for making the most of your time at a conference include: - Have a goal going in - Meet targeted people - Be open to meeting many new people - Visit the vendor hall (even if you hate it) - Go to wellness events - Go out to the social events - Choose sessions carefully (and don't be afraid to leave) - Have fun - Follow up when you get home Resources Mentioned: C...

Law Firm Breakups and Operating Agreements with Jonathan Hawkins [LGE 077]

September 10, 2019 07:00 - 31 minutes - 22.6 MB

Lawyer for lawyers and their firms, Jonathan Hawkins, joins Megan in this episode to talk about the business side of law firms.  Partnerships and other firms should have operating agreements in place, because without them, the inevitable breakup is ugly and messy.  This is a great companion episode to Episode 75 on succession planning with Dylan Hyatt. Please bear with us on the audio in this episode.  Download the transcript here. Guest Info: Jonathan's website Jonathan's email is j...

Small Firm Roadmap from Lawyerist with Stephanie Everett [LGE076]

September 03, 2019 15:30 - 37 minutes - 27.2 MB

Lawyerist is a community of forward-thinking lawyers, and its leadership team has written a book to help lawyers build their own small law firm of the future.  In this episode, Megan sits down with co-author Stephanie Everett to talk about the book, why it was written, why change is coming to the legal profession, and how small firm lawyers can use the collective wisdom of Lawyerist to design their own firm that works for them, their clients, and their life. Resources Mentioned: Book dis...

Succession Planning for Law Firms with Dylan Hyatt [LGE 075]

August 27, 2019 07:00 - 27 minutes - 19.8 MB

Estate planning lawyer Dylan Hyatt joins Megan on this episode to talk about how to protect a solo lawyer's biggest professional asset - their firm.  Highlights include: What happens when a lawyer is suddenly incapacitated with no succession plan in place Why we need a succession plan, and it's not only for sudden incapacity or retirement What are the ethics concerns for lawyers without a plan What lawyers can be doing today, even many years from retirement, to plan for their firm Gu...

ATILS: Rule 5.4 Alternative Proposals [LGE 074]

August 20, 2019 07:00 - 21 minutes - 15.2 MB

The UPL exceptions proposed by California's task force seem to be stirring up a lot of anxiety amongst lawyers.  In this episode, Megan breaks down the actual proposals and encourages public comment on each of them.  Allowing more players in the legal services game is not half as scary as reactionary comments on social media would lead us to believe.  In this episode Megan discusses proposals to modify Rule 5.4. Resources Mentioned: Podcast discussing Essentialism Clio Cloud Conference...

Fighting to Make Law Free with Ed Walters [LGE 073]

August 13, 2019 07:00 - 39 minutes - 27.3 MB

If you think that the laws we study in law school, from cases to statutes to regulations, are free, think again.  Copyright claims over the laws governing our country stymie access and innovation.  Ed Walters, CEO of Fastcase, joins Megan to dive into this issue and the upcoming Supreme Court case that may change it. Highlights include: - Ed's teaching of the law of robots - Historical perspective of the fight to make law public - Impact of law not being public - Current events at ...

Let's Talk UPL Exceptions Under ATILS Proposals [LGE 072]

August 06, 2019 07:00 - 32 minutes - 74.4 MB

The UPL exceptions proposed by California's task force seem to be stirring up a lot of anxiety amongst lawyers.  In this episode, Megan breaks down the actual proposals and encourages public comment on each of them.  Allowing more players in the legal services game is not half as scary as reactionary comments on social media would lead us to believe.  In this episode Megan discusses proposals 2.0 through 2.6. Resources Mentioned: Main public comment page Infographic  Summary memo F...

Legal Coaching: Law Firm Service of the Future with Jennifer Gerstenzang [LGE 71]

July 30, 2019 07:00 - 41 minutes - 29.5 MB

Legal coaching, or limited scope representation, can address a tremendous need for participants in the justice system to get access to information not otherwise available to them.  In this episode, criminal defense attorney and legal coach Jennifer Gerstenzang talks with Megan about her coaching practice.  Highlights include: - How legal coaching bridges the gap for criminal defendants awaiting assignment to public defenders, allowing them to prepare for their first court date in a way oth...

Legal Coaching: Law Firm Service of the Future with Jennifer Gerstenzang [LGE 71]

July 30, 2019 07:00 - 41 minutes - 29.5 MB

Legal coaching, or limited scope representation, can address a tremendous need for participants in the justice system to get access to information not otherwise available to them.  In this episode, criminal defense attorney and legal coach Jennifer Gerstenzang talks with Megan about her coaching practice.  Highlights include: - How legal coaching bridges the gap for criminal defendants awaiting assignment to public defenders, allowing them to prepare for their first court date in a way oth...

Non-Lawyer Ownership: Public Comment to California ATILS [LGE 070]

July 23, 2019 07:00 - 26 minutes - 19 MB

Non-lawyer ownership of organizations providing legal services is a broad topic encompassing solos sharing their operating accounts with their spouses all the way to publicly traded law firms.  As California considers rule changes that would allow non-lawyer ownership, this episode explores what non-lawyer ownership may look like, common arguments in support of the ban, thoughts on whether the ban actually protects against the supposed risks of non-lawyer ownership, and the California propos...

Stop Using Ethics Rules as a Crutch/What's Really Holding You Back with Jess Birken [LGE069]

July 16, 2019 07:00 - 28 minutes - 20.3 MB

So often lawyers are afraid to try something new (or new to them), and they often cite the ethics rules as one of the reasons they cannot do whatever it is.  After reading Seth Godin's recent blog post Fear of Kohlrabi, Jess Birken and Megan got into a discussion of what really hinders lawyers' ability to try new things.   Megan and Jess cover a wide range of topics on this episode, all related to how lawyers allow themselves to be held back by fear.  Listen in for topics including: - Fa...

California Leading Change - ATILS Public Comment is Coming [LGE 068]

July 09, 2019 14:40 - 25 minutes - 17.9 MB

As California's Task Force on Access Through Innovation of Legal Services makes its recommendations and the Board of Trustees puts them out for public comment, the country is watching closely.  Every lawyers, member of the public, and consumer of legal services (i.e., everyone) needs to pay attention.  Today's episode gives an overview of the proposals and calls for widespread public comment. Proposed regulatory changes include: - Abolishing Rule 5.4 fee sharing prohibition - Loosening...

Women Building Law Firms of the Future with Erin Gerstenzang [LGE 067]

July 02, 2019 07:00 - 21 minutes - 15.4 MB

While we all wait for the ethics rules to change and open up avenues of innovation such as non-lawyer ownership in law firms, there are lawyers grabbing the bull by the horns and changing how they practice despite the confines of the ethics rules.  These lawyers are offering subscription legal services, virtual multi-state practices, concierge wills and trusts service through virtual portals, empowering self-represented litigants, and more.  On this episode, Megan and her guest Erin Gerstenz...

Finding Fulfillment Without Leaving the Office [LGE066]

June 25, 2019 07:00 - 28 minutes - 20.2 MB

We talk a lot about lawyer wellness, including getting out of the office and disconnecting from professional life, but we can address wellness issues from inside the office too.  In this episode, we explore ideas for nourishing your professional soul. - Mentor and be mentored (check out Megan's article in Bar Association of San Francisco's Bulletin) - Work on the business of your firm - Teach - Serve on non-profit boards Share your ideas for how to nourish your professional soul.  ...

Four Seasons Customer Service for Lawyers with John Strohmeyer [LGE 065]

June 18, 2019 07:00 - 40 minutes - 28.7 MB

Lawyers are terrible at customer service.  Many bar complaints could be prevented with far better client service.  We have all experienced amazing service at other businesses -- five star restaurants or hotels, local businesses that deeply care about the customer, and others.  Today's guest John Strohmeyer -- estate planning and international tax lawyer -- shares with listeners his experiences at the Four Seasons and how they can apply to lawyers.   John and Megan talk about: - John's ...

From the Virtual Mailbag [LGE 064]

June 11, 2019 07:00 - 23 minutes - 16.6 MB

Lots of questions from listeners pop up again and again.  This episode, we tackle some of those frequent questions.  Among them: - How do I report my IOLTA to the State Bar? - Must I continue representing someone who complained about me to the Bar? - Is failing to perform with competence the same as being incompetent? - How do I withdraw cash from my IOTLA?  (Hint - you don't!) - How does timing work on my moral character application? I also highlight some news on fee agreements ...

Women Mentoring Women with Erin Gerstenzang [LGE 063]

June 04, 2019 07:00 - 30 minutes - 70.9 MB

Erin Gerstenzang and Megan presented a workshop on Women Mentoring Women at the Tennessee Lawyers Association for Women Empowerment Conference in March 2019.  On this episode, Megan and Erin talk about women mentoring each other, why it's critical that we stand up and help each other, how women mentor differently than men, and what specifically we can be doing to work together. This workshop is one Erin and Megan are taking on the road, so be sure to check out their speaker pages (Megan's ...

Out-of-the-Box Mental Health Tips [LGE 062]

May 28, 2019 07:00 - 19 minutes - 14.3 MB

Lawyers are well-known for not paying enough attention to our mental health and ultimately getting ourselves in trouble as a result.  But all the talk about taking care of ourselves can sometimes seem like noise and we don’t actually accomplish doing anything any better.  How do we make self-care as routine as brushing our teeth? In this episode, Megan offers up some suggestions beyond yoga and meditation. Some outside-the-box mental health tips:  1) Do something that sounds crazy to y...

Lawyer-Scientist and Specialized Skills in Law Practice with Lisa Gonzalez [LGE 061]

May 21, 2019 07:00 - 35 minutes - 33 MB

Being a lawyer is a complex and strenuous profession and throwing forensics into the equation creates an entirely new concept to master. Lawyer-Scientist is a new title and only 69 people in the US currently hold that designation, and Lisa Gonzalez is one of them. Lisa specifically has a focus on forensics within the practice of criminal law and is a member of the American Chemical Association. Lisa has incorporated her specialized knowledge of science into her law practice. In this episod...

State Bar Probation: Managing Without Violation [LGE 060]

May 14, 2019 07:00 - 25 minutes - 26.3 MB

Being on probation with the State Bar can be more complex and significant than you might anticipate. When you are on probation, even the most unintentional or seemingly trivial mistake can lead to monumental consequences.  In today’s episode, Ethics Attorney, Megan Zavieh shares exactly what you need to know to make it through the probation process in a clean and efficient manner, so that you can restore your standing without further repercussions. While the California Bar is the example t...

Managing Your Online Reputation: From Poor Reviews to Bad Press + Everything in Between with Jordan Schuetzle [LGE 59]

May 07, 2019 07:00 - 1 hour - 57.5 MB

Did you know that potential clients are judging you based on what others are saying about you online? In this episode, we listen in on ABA TECHSHOW 2019 where Megan presented with Jordan Schuetzle Director, Proposition Strategy & Market Development Lead at Thomson Reuters. Jordan consults with lawyers and speaks at larger events on how to manage your reputation online. Jordan points out that much of the content about us online is content that we did not write or have any input on, so you hav...

Getting Paid Ethically [LGE 058]

April 30, 2019 07:00 - 23 minutes - 22.1 MB

A struggle for all law practices is getting paid. Even when you think you have a clear fee agreement, without effective communication and ease of payment, you may well find yourself with mounting receivables.  Today Megan Zavieh shares tactics to help you avoid those “I’ll pay you when’s…” and how to maintain a stress-free relationship with your clients. To learn more about making payments easy for your clients, tune into this episode of Lawyers Gone Ethical.  Show Highlights:  Collecti...

Nurturing Your Social Media Presence to Avoid Ethics Issues with Erin Gerstenzang [LGE 057]

April 23, 2019 07:00 - 1 hour - 56.3 MB

Social media is a necessary part of doing business in the digital age. As a lawyer, it’s important to be personable, likable, and professional on social media, but how exactly does one do that? In this episode, two well-informed and experienced attorneys discuss how to utilize social media and use it as a tool to connect your community and become the authority in your niche. They also cover the why, the what, and the how of avoiding common mistakes. To learn more about how you can use social...

Oops! I Made a Mistake: When Ethics Rules Require Notifying the Client [LGE 056]

April 16, 2019 07:00 - 36 minutes - 34.4 MB

When do we tell a client we made a mistake - whether big or small? Delivering bad news is not easy, so it helps to know how to handle these situations. Today, we discuss ABA opinions that deal with specific instances of the disclosure. Sometimes we overestimate the requirements on what needs to actually be shared. so today you’ll learn what to disclose to be in full compliance. Tune in and discover the two 2018 ABA opinions that need to be at the forefront of our minds.    Show Highlight...

Tiger Tactics: Advice and Strategies to Survive the Lawyer Jungle [LGE 055]

April 09, 2019 07:01 - 37 minutes - 17.6 MB

The importance of community and supporting each other as we build our practices can’t be overstated. Understanding that you are not alone as you build your practice is absolutely empowering.  It can lead to the lightbulb moment that can be the catalyst for tremendous growth in your practice.  Today, we will be talking with 2 of the 5 co-authors of a new book called Tiger Tactics: Powerful Strategies for Winning Law Firms. We will hear from Billie Tarascio, owner of both Modern Law (a famil...

Demystifying the Moral Character Application Process [LGE 054]

April 02, 2019 07:10 - 30 minutes - 14.6 MB

Have you ever sent in an application and had no idea what the processing time of it being completed would be?  The moral character application is very important and it is best if you have questions to just ask advice on it. We have examined this topic before and will be bringing it up again since there has been a lot of consultations about the moral character application. Tune in and discover how knowing the process can help relieve the anxiety of the application and actual issues that arise...

Lawyers and Wellness: Beyond the Usual Discussion with Jennifer Longtin [LGE053]

March 26, 2019 07:01 - 30 minutes - 28.6 MB

Do you take time to work on your own wellness? Wellness has gotten a lot more attention in recent years within our profession, which is good. Wellness activities can be group runs, yoga classes, and maybe even workshop sessions talking about wellness.  Jennifer Longtin is a criminal defense attorney in Denver Colorado that specializes in mental health-related criminal defense. She owns a firm called JLongtin Law, and her practice tries to address community issues and access to justice, as ...

Intake Methods to Ensure Your Clients are the Best Fit for Your Practice [LGE 052]

March 19, 2019 07:00 - 28 minutes - 26.9 MB

Have you felt the pressure to take on a client that you knew might not be a good fit for you? There are many consequences if you take on these clients because of the pressure to pay the bills.  Today we will learn how to avoid clients that are maybe just not the best ones for your practice. If there are red flags that come up as you are bringing clients into the firm, then it is time to take action. It is easier to turn them away at the beginning than it is to terminate the relationship do...

Leveraging Social Media to Help Your Clients with Greg Siskind [LGE 051]

March 12, 2019 07:01 - 43 minutes - 40.6 MB

Have you seen something on social media lately that makes you angry or makes you want to help? Today we hear how social media can be one of the most effective ways to solve a crisis. Not only is our guest great at his career, he is using social media strategies that not everyone makes use of.   Greg Siskind, is an Immigration Lawyer who has learned how to utilize social media to help his own practice and his clients too. On Episode 16, Wayne Pollock was our guest and he strategized utili...

The Ethics of Law Practice Systems and Project Management With John Grant [LGE 050]

February 26, 2019 08:00 - 1 hour - 57.8 MB

Technology is pulling lawyers and law practices into the modern age but how can you, as a lawyer and business owner, use technology to improve your practice management while remaining compliant with the ethics rules? Along with using technology, how can you apply project management concepts to improve your business? I’m joined by John Grant, Founder of the Agile Attorney network. John works with lawyers and legal teams, acting as an outside COO to help them uncover new ways of practicing l...

Self-Representation: When It Works and When It Doesn't [LGE 049]

February 19, 2019 08:01 - 27 minutes - 26.2 MB

On Today’s episode, we will discuss representing yourself, and how it can be the only feasible option for some lawyers. Our host Megan does not think self-representation is such a terrible idea. Tune in today and hear why it can be a good idea to represent yourself.   Show Highlights: Everyone’s experience representing themselves is different The balance between personal life and work Why it is not always such a terrible idea to represent yourself Things you still need to do when ...

IOLTA Accounts: Best Practices and Chief Discipline Concerns [LGE 048]

February 12, 2019 08:01 - 34 minutes - 32.7 MB

On today’s episode, we will discuss Trust Accounts, Interest on Lawyers Trust Accounts (IOLTA). We are is finding there are a lot of questions about IOLTAs, and that there are many attorneys that could benefit from best practices for them. Join us today as we discover what you should know about IOLTA’s and some safeguards to help deal with the banking industry.   Show Highlights: What an IOLTA is and a distinction on them Best practices for IOLTA’s: 1. First off read your rules for a...

Set Your Client Relationship Up For Success By Re-evaluating Your Fee Agreements [LGE 47]

February 05, 2019 08:01 - 32 minutes - 30.1 MB

We’ve all heard tales of the horror stories from attorney-client relationships that have gone horribly wrong. Regardless of who is right and who is wrong, both parties suffer when this happens. With a few simple guidelines and a few hours of your time, you can implement a process that will help you and your clients have a successful relationship! Today’s topic will focus on how a couple hours each year, you should reevaluate your fee agreements, which are also known as client engagement le...

The Problem with How Lawyers Approach the Client Experience (and How to Fix It) with Jess Birken [LGE 046]

January 29, 2019 08:01 - 36 minutes - 34.3 MB

With increased competition from other lawyers as well as legal companies, the legal client nowadays has a lot of choices when it comes to hiring legal help. That’s why it is crucial for lawyers to recognize the importance of crafting a positive client experience that motivates the potential client to want to work with you (as opposed to just “have to” work with you). Joining me on the show today is Jess Birken. Through her innovative subscription services, Jess serves non-profit and art or...

How to Manage the Things that Can Go Wrong (and Right!) During Trial [LGE 045]

January 22, 2019 08:01 - 22 minutes - 21.4 MB

I recorded this episode while I was in the middle of a trial. I noticed that while we cover a lot of ethics-related topics on this show, all of the topics, like self-care and crossing ethical boundaries, become extremely apparent when you’re in trial. That’s why I’m sharing my insight on the good, the bad, and the ugly parts of trial and how you can get through them. What I Cover in This Episode: Civility in trial and how that is tested during trial The way that the attorneys behave dur...

Addressing and Overcoming Unconscious Bias in the Legal Profession with Erin Gerstenzang [LGE 044]

January 15, 2019 08:01 - 39 minutes - 90.9 MB

As the dialogue about overcoming implicit bias and workplace inequity gets louder in other industries, I’m taking a closer look at the state of unconscious bias in the legal industry to better understand how we can eliminate these biases in our profession. Joining me for this conversation is Erin Gerstenzang, Atlanta criminal defense attorney and advocate for the advancement of women in the law.    Erin and I explore how unconscious bias presents itself in law firms and other workplace set...

What to Do When Your Competition Seems Out to Get You [LGE 043]

January 08, 2019 07:30 - 21 minutes - 20 MB

Do you ever think about your competition? As much as we'd all like to think we're not interested in checking out the competition, we can’t help but wonder if someone else in a similar space as us might be coming for our clients and market share. That’s normal. In this episode, I share my thoughts on what you can be doing to better handle a competitor who might affect your business in some way. What I Share in This Episode: why you should just keep doing what you’re doing Don’t change ...

Ethics Questions as Your Firm Expands with Jessica Beckwith [LGE 042]

January 01, 2019 07:30 - 35 minutes - 33.6 MB

As your firm grows and expands, what type of ethics issues might you encounter during this time of change? From effective waivers during mergers to managing client relationships, my guest Jessica Beckwith joins me to share her insight on how solo and small firms can grow and expand ethically. Jessica is a partner in the Los Angeles and Phoenix offices of Lewis Brisbois and a member of the Real Estate & Environmental Practice as well as the Professional Liability Practice. Her practice is f...

How to Overcome Overwhelm and Get Things Done in the New Year [LGE 041]

December 19, 2018 01:41 - 21 minutes - 20.4 MB

As the year winds down, it’s common for many us lawyers to look back on the year and feel discouraged by all that we thought we would accomplish but didn’t. While it’s important to focus on what you did accomplish, admittedly, it can be overwhelming to reflect on all that is left to do. In this episode, I get a little personal and share how I was able to overcome some of the obstacles I encountered this year when it came to completing tasks. What I Share in this Episode: How you can best ...

Emerging Opportunities in the Cannabis Law Industry and Related Ethics with Jason Beahm [LGE 040]

December 11, 2018 07:30 - 34 minutes - 32.6 MB

Although it is relatively new, the cannabis industry is already seeing a boom in startups and businesses looking to capitalize on this new-found legalization (in certain states). With this growth comes a wave of lawyers looking to build name recognition in this niche practice area.  In order to grow a successful cannabis law practice, it’s important to understand the legal and ethical issues associated with practicing cannabis law.  Joining me to share his experience and insight as a canna...

Wrapping Up the End of the Year in a Powerful Way [LGE 039]

December 04, 2018 07:30 - 18 minutes - 17.3 MB

As 2018 comes to a close, I thought it would be fun and useful to discuss some things you can be doing right now to end the year on a high note and best prepare yourself and your law practice for the new year.   Some things to do at the end of the year: Review your state’s ethics rules Check your local major bar association's opinions or articles regarding new state ethics rules and proposed opinions Pay attention to even the smallest of changes in the ethics rules because they could ...

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