Lawyerist Podcast

Lawyerist.com
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Jul 24, 2025 • 36min

#570: Uncover Your Firm’s Journey with the New Small Firm Scorecard™, with Stephanie Everett

In this engaging conversation, Bruce Politsky, Director of Sales at Tabs3, shares insights into legal practice management and adapting to new technologies. He discusses the importance of the revamped Small Firm Scorecard™, which now features just 20 key questions, making it easier for firms to assess their growth stages. The episode also dives into how understanding performance metrics can tailor strategies for hiring and long-term planning. Discover how flexible digital solutions can transform law firm workflows and boost efficiency.
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7 snips
Jul 17, 2025 • 43min

#569: Your Head is a Crappy Office, and Other GTD Principles for Attorneys, with David Allen

David Allen, author of "Getting Things Done" and a renowned productivity coach, shares insights on managing chaos in the legal profession. He outlines the five key steps of the GTD framework, stressing that a clear mind is essential for leadership. Strategies for avoiding burnout and creating efficient team dynamics are also explored. Allen discusses how structured lists and regular assessments can enhance personal and team productivity, offering practical tools for lawyers to reclaim control over their workload and foster a healthier work environment.
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10 snips
Jul 10, 2025 • 40min

#568: How to Build a Law Firm You Can Sell, with Victoria L. Collier

Victoria L. Collier, founder of Quid Pro Quo and former estate planning attorney, shares insights on building a sellable law firm. She discusses the importance of detaching personal identity from the business and creating operational independence. Key topics include what buyers really want, strategies for effective hiring, and the critical role of AI in firm valuations. Victoria unveils surprising truths about law sales, such as potential cash upfront and the necessity of a self-sustaining firm to attract buyers.
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9 snips
Jul 3, 2025 • 45min

#567: From Quiet to Confident: Redefining Success as an Introverted Lawyer, with Heidi Brown

Heidi Brown, a law professor and author dedicated to well-being for legal professionals, discusses how introverts can harness their unique strengths in the legal field. She clarifies the differences between introversion, shyness, and social anxiety, framing introversion as a superpower. The conversation delves into practical strategies for building confidence, such as developing routines and reflecting on successes. Heidi also emphasizes the value of empathy and active listening, advocating for a supportive culture that recognizes individual strengths within law teams.
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Jun 26, 2025 • 45min

#566: Building Solutions from Legal Experience, with Katya Fisher

Katya Fisher, CEO and founder of Aricor, is a legal tech pioneer with over 15 years in mergers and acquisitions. She discusses her transition from solo practice during the Great Recession to creating innovative solutions for dealmakers. Katya shares insights on identifying inefficiencies in legal processes and how she built tools to enhance clarity and efficiency. She reveals why many tech tools fail lawyers and emphasizes the need for self-awareness and collaboration in the legal field, inspiring those seeking to innovate beyond traditional practices.
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17 snips
Jun 19, 2025 • 39min

#565: Becoming the AI Driven Leader, with Geoff Woods (Remastered)

In this engaging discussion, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, shares insights on integrating AI into leadership. He emphasizes viewing AI as a liberator rather than a threat, highlighting the five core human skills needed in an AI-driven world. Geoff shares practical applications for lawyers, such as leveraging AI for reviewing NDAs and role-playing arguments. He also introduces his "CRIT" framework for effective AI engagement, focusing on context and strategic thinking to navigate the evolving landscape of technology.
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8 snips
Jun 12, 2025 • 39min

#564: The Gift in the Struggle: Leveraging Emotional Intelligence for Growth, with Sara Muender

Sara Muender, a business coach in the Lawyerist Lab program, shares her expertise on reframing failure and harnessing emotional intelligence for growth. She discusses the importance of addressing emotional dynamics during professional setbacks, emphasizing that resilience comes from confronting challenges. The conversation highlights how AI tools can alleviate burnout and help prioritize well-being over pure task management. Listeners are encouraged to embrace struggles as catalysts for personal growth, deepening their understanding of emotional intelligence's role in navigating business hurdles.
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16 snips
Jun 5, 2025 • 33min

#563: Beyond the Traditional: Creating Future-Proof Legal Offerings, with Rachel Allums and Allison Harrison

Rachel Allums, an estate planning attorney from San Diego, and Allison Harrison, a Columbus-based estate planning and business litigation attorney, discuss their innovative venture, Safe Sendoff. They address the critical need for legal documents for young adults turning 18, pairing essential services with an 'Adulting 101' course. Their collaboration leverages their law firm experiences and emphasizes automated, transparent pricing for quality legal support. They also highlight the importance of shared coaching and effective communication in building a successful legal business.
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9 snips
May 29, 2025 • 47min

#562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell

Charreau Bell, a senior data scientist and assistant professor at Vanderbilt University, dives into the transformative impact of AI on law firms. He explains the difference between merely using AI and 'training' it for improved functionality. The conversation unveils the rise of agentic systems—AI that can plan and execute tasks autonomously. Bell also discusses data privacy concerns with cloud AI tools and emphasizes the potential of AI to alleviate mundane legal work, allowing attorneys to focus on more complex challenges.
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10 snips
May 22, 2025 • 59min

#561: The Law Firm of the Future is Being Built in Law Schools Today, Get a Glimpse with Tracy Norton, Dennis Kennedy, and Nicole Morris

Tracy Norton, Dennis Kennedy, and Nicole Morris explore the future of law firms shaped by tech-savvy law students. Dennis discusses the shift towards AI and tech fluency crucial for effective client service. Nicole emphasizes the integration of AI literacy in legal curricula, equating its importance with traditional legal topics. Tracy encourages a curious approach to AI, highlighting the role of these students as catalysts for innovative practices. Together, they delve into how generational communication styles and technology adaptation are essential for the legal field's evolution.

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