Working Solo as a Lawyer and the Frustrations with Clio

This episode is a deep dive into the law practice of solo attorney Brandon Siegal, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging.

The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment.

We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn't necessarily love everything he's using, and you'll find out why.

So listen and gain insights that will help you improve your practice as well.

In this episode, you will hear:

• Brandon’s Years of Practice and Solo Transition
• Dependency on Sanebox for Email Management
• Text Expansion for Efficient Chat Conversations
• Coding and Automation Tools for Efficiency

Show Notes

• Clio
• Microsoft Bookings
• Slack
• Trello
• Evernote
• Microsoft One Note
• Zapier
• ChatGPT
• Claude.ai
• Make.com (formerly Integrate)
• Faster Suite
• Grammarly
• WordRake
• BriefCatch
• TextBlaze
• Adobe Acrobat
• Clearbrief.ai
• Dragon Dictation
• AudioPen -
• TextExpander
• Sanebox
• Obsidian
• Markdown
• prior episode with Mike Schmitz on Obsidian
• Otter.ai
• SweetProcess
• ScribeHow
• If This Then That (IFTTT)
• Fiverr
• Upwork
• Instapaper
• Video Speed (Chrome/Edge plugin)
• Chrometa
• FasterTime
• ManicTime
• Quickbooks
• Never Split The Difference, book by Chris Voxx
• YouTube interview with Yuval Noah Harari
• Ross Guberman
• Bryan Garner

General Resources

• The 80/20 Principle (my email newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (an online community for law firm owners)

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If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.