Latest Businessfunding Podcast Episodes

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54. Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting

Financially Legal - April 03, 2024 15:00 - 43 minutes
In 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...

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53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu

Financially Legal - January 03, 2024 15:00 - 35 minutes
In 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...

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52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLaw

Financially Legal - November 15, 2023 11:01 - 14 minutes - Video
In 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 so...

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51. Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks

Financially Legal - October 10, 2023 11:30 - 39 minutes
In 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...

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50. Legal Case Management Series - An Interview with Brett Spooner of Clever Case

Financially Legal - September 19, 2023 12:45 - 18 minutes
In 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...

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49. Legal Case Management Series - An Interview with Harsimran Singh of Lawcus

Financially Legal - August 24, 2023 12:30 - 12 minutes
In 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 p...

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48. Legal Case Management Series - An Interview with Dov Slansky of Litify

Financially Legal - August 09, 2023 17:00 - 21 minutes
In 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 hel...

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47. Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365

Financially Legal - July 25, 2023 12:45 - 20 minutes
In 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 fro...

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46. Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLaw

Financially Legal - July 03, 2023 22:39 - 36 minutes
In 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...

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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

Financially Legal - September 07, 2022 10:00 - 49 minutes
How, 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 ful...

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44. How do creativity and financial analytics blend to grow a contingency law firm? An interview with Lynn Bradley from The Potts Law Firm

Financially Legal - August 24, 2022 10:00 - 1 hour
Plaintiffs' 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...

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43. How does your firm limit write downs and write offs? An interview with Kevin Krese from Buckingham, Doolittle & Burroughs

Financially Legal - August 17, 2022 13:00 - 57 minutes
Two 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...

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42. What’s your firm’s “collections calendar?” An interview with Scott Shaffer from Winterfeldt IP Group

Financially Legal - August 10, 2022 13:00 - 1 hour
One 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...

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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

Financially Legal - March 30, 2022 11:00 - 59 minutes
What’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 c...

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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

Financially Legal - March 01, 2022 16:00 - 43 minutes
On 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 paymen...

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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

Financially Legal - February 16, 2022 11:00 - 59 minutes
Why 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 man...

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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

Financially Legal - December 08, 2021 10:00 - 1 hour
In 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 “...

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37. What is the role of profit in your law firm? An interview with Brooke Lively from Cathedral Capital

Financially Legal - November 17, 2021 11:00 - 54 minutes
Have 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...

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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

Financially Legal - November 10, 2021 10:00 - 54 minutes
In 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 ...

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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

Financially Legal - October 27, 2021 16:06 - 55 minutes
In 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 pa...

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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

Financially Legal - October 20, 2021 12:00 - 54 minutes
RJon 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 ...

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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

Financially Legal - October 13, 2021 12:00 - 1 hour
Small 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 challeng...

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23. Can you build a law practice representing criminal defendants and abuse survivors? An interview with Judie Saunders

Financially Legal - October 13, 2021 12:00 - 1 hour
How 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 ag...

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Episode 32. How can you get started with financial management at your law firm? An interview with Chelsea Williams from Your Core Solution

Financially Legal - September 22, 2021 13:00 - 1 hour
We 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-ex...

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31. BONUS EPISODE: Does sales make you uncomfortable? A "friendscast" episode with Jaimee Hall

Financially Legal - June 09, 2021 12:00 - 37 minutes
One 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 hea...

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30. What can a law professor and his student teach you about law practice? Tyson Mutrux and Jim Hacking - Lawyer Community Miniseries - Episode #4

Financially Legal - May 25, 2021 12:00 - 52 minutes
What 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. ...

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29. Are lawyers entrepreneurs? An interview with Stephanie Everett from Lawyerist - Lawyer Community Miniseries - Episode #3

Financially Legal - May 19, 2021 12:00 - 1 hour
Sam 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 w...

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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

Financially Legal - May 12, 2021 12:00 - 56 minutes
Over 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 ...

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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

Financially Legal - May 05, 2021 12:00 - 1 hour
Here 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 ...

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26. Should you shift credit card fees to your clients?

Financially Legal - April 23, 2021 11:00 - 24 minutes
What 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 acc...

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