New Solo

Turning Tech Into Profit for Your Small Firm

15 snips
Apr 28, 2025
Join John K. Phoebus, a personal injury and criminal defense attorney from Maryland, as he discusses revolutionizing small law firms through technology. He shares how his boutique firm leverages innovative tools to manage hefty case loads and sift through mountains of evidence, including decades of medical records. Phoebus emphasizes the importance of legal marketing and tailored case management systems, illustrating how AI can turn small firms into formidable competitors against larger counterparts, all while enhancing client service.
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ANECDOTE

Last Name Reputation Matters

  • Jim Antonelli's reputation was so strong he was known just by his last name.
  • John Phoebus noticed clients told families to hire "Phoebus," signaling having made it.
ADVICE

Use Proper Case Management Software

  • Use customized CRM and case management software like Clio Grow and Manage for efficient client intake and case processing.
  • Avoid using Word or Acrobat as substitutes for proper case management software.
ADVICE

Map Client Journey and Automate

  • Map your client's journey to improve communication and experience consistently for every case.
  • Use technology for proactive client updates and ease case stress through automation.
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