Lawyerist Podcast
Lawyerist.com
The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence.Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers.Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services.If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.
Episodes
Mentioned books
11 snips
Nov 13, 2025 • 47min
Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch
In this conversation with Jordan Couch, a partner at Palace Law and author of 411 Tips for Solo and Small Firm Lawyers, listeners gain valuable insights into modern legal practice. Jordan stresses the importance of niching down and exceptional client service. He shares strategies for handling client frustrations and discusses the concept of ongoing trials in every lawyer's practice. Creativity in writing is emphasized, along with the need for firms to create memorable experiences. He encourages rethinking legal services to prioritize client emotions and satisfaction.
9 snips
Nov 6, 2025 • 26min
Future-Proofing Your Firm in the Age of AI, with Jack Newton
Jack Newton, CEO and founder of Clio, shares insights on the transformative role of AI in small law firms. He highlights how Clio's AI-powered platform, Clio Work, streamlines workflows and boosts efficiency. Newton discusses the unique advantage small firms have in adopting AI quickly and emphasizes the importance of integrating AI into daily practices. He encourages legal professionals to experiment with AI while addressing trust and verification issues. Discover how firms can future-proof their operations by becoming 'AI-native' from the ground up.
10 snips
Oct 30, 2025 • 37min
Beyond Politics: Standing for the Rule of Law, with Bill Bay
Bill Bay, the Immediate Past President of the American Bar Association, advocates passionately for the rule of law and judicial independence. He emphasizes the importance of this principle in safeguarding democracy and defines its core components crucial for a fair society. Bay highlights current threats, such as attacks on judges and erosion of legal norms, urging lawyers to engage locally. He offers practical advice on maintaining nonpartisanship, articulating thoughts with grace, and calls for the next generation of lawyers to uphold these values.
11 snips
Oct 23, 2025 • 31min
First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner
Jill Kluesner is a consultant and educator specializing in mental health literacy for law firms, while Soumya Palreddy is a licensed psychologist and national trainer focused on mental health in professional settings. They discuss how Mental Health First Aid empowers lawyers to spot signs of burnout and stress, providing practical tools for healthier team dynamics. The conversation promotes reducing stigma, improving communication, and highlighting the importance of mental health training as a core skill for legal leaders.
10 snips
Oct 21, 2025 • 44min
How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative
Join Karin Conroy, a legal marketing consultant and founder of Conroy Creative Counsel, as she explores the intersection of AI and law firm marketing. Karin emphasizes that lawyers shouldn't fear AI, but leverage it strategically—using an 'Iron Man' approach rather than a 'Terminator' one. She highlights the importance of maintaining marketing fundamentals, clever SEO adaptations in the AI era, and the need for authenticity in client interactions. Discover how to refine your marketing funnel and tailor messages to both clients and referral sources for optimal engagement.
8 snips
Oct 16, 2025 • 37min
From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris
In this conversation, Bernadette Harris, a business strategist and finance coach specializing in law firms, delves into transforming practices from survival mode to strategic growth. She highlights crucial KPIs that signal when a firm's team can generate revenue independently. Bernadette explains the importance of building systems and measuring team leverage, emphasizing the significance of succession planning. Her insights into creating a sellable firm focus on systematic operations and transferring client origination responsibilities to enhance continuity and value.
Oct 9, 2025 • 38min
Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers
Merisa Bowers, Loss Prevention and Outreach Counsel at the Ohio Bar Liability Insurance Company, dives into the ethical dilemmas posed by artificial intelligence in legal practice. She discusses how deepfakes complicate verification processes and the potential risks from unregulated chatbots creating unintended attorney-client relationships. Merisa emphasizes the importance of maintaining client confidentiality and transparency when using AI tools. She also offers practical strategies for lawyers to safeguard ethics while embracing evolving technologies.
11 snips
Oct 2, 2025 • 38min
Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom
Drew Bloom, an AI practitioner from Affinity Consulting Group, discusses the transformative potential of agentic AI in law firms. He highlights how these systems can autonomously handle tasks like redlining contracts and conducting deep research, significantly enhancing workflow efficiency. Bloom outlines the importance of structured data and good integrations for maximizing AI benefits, while also recommending practical ways for firms to start experimenting with AI connectors. As agentic features evolve, firms need to prepare now to stay ahead in legal tech.
8 snips
Sep 30, 2025 • 21min
Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot
Jake Soffer, CEO of FirmPilot, is a visionary in artificial intelligence and machine learning, helping law firms revolutionize their marketing strategies. He explains how AI can enhance SEO, moving beyond traditional methods to embrace AEO (AI Engine Optimization). Jake emphasizes creating concise, answer-first content to appeal to AI algorithms. He shares insights on conducting effective AI experiments and the importance of adapting fundamental marketing principles. This conversation unveils smart, data-driven tactics for law firms looking to thrive in a changing landscape.
10 snips
Sep 25, 2025 • 27min
Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods
Amy Woods, founder of IOLTA Consulting, shares her expertise on managing trust accounts effectively. She outlines the common pitfalls lawyers face with IOLTA accounts and the importance of timely setup and three-way reconciliation. Woods explains the risks of outstanding checks, defines escheatment, and clarifies how to handle unclaimed funds. She emphasizes that QuickBooks alone isn't sufficient and suggests combining it with legal case-management reports. Her insights aim to help lawyers safeguard client funds and avoid serious compliance issues.
