Lawyerist Podcast

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Jan 5, 2023 • 30min

#425: The Making of a Merger, with Debbie Foster

Debbie Foster, managing partner at Affinity Consulting, joins Stephanie to share some big news.They detail how to best prepare your team for a merger through honesty and open communication. And outline ways to make a merger easier, whether two businesses are combining or a single partner is coming on board. Links from the episode:Affinity ConsultingPowerful Leaders PodcastIf today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Clio, & Documate for sponsoring this episode.
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Dec 29, 2022 • 31min

#424: How to Get Great Feedback from Clients, with Ashley Steckler

You want your clients to give you feedback, but are you asking the right questions? Listen today as our product director, Ashley Steckler, shares specific suggestions on how to get the feedback that can help your firm grow. She talks about what, when, and how to ask the right questions and get valuable information in return!Were your expectations met with this episode? Yes? Mostly? Somewhat? Not really? No? We hope so!If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Dec 22, 2022 • 40min

#423: Bridging the Access to Justice Gap with Technology, with Sateesh Nori

Attorneys have a unique opportunity to use their skills for the good of others. And Sateesh Nori, Executive Director of JustFix, has worked his entire career doing just that. Sateesh spent 20 years with New York City’s Legal Aid societies, defending the tenants’ rights of everyday people in housing court. He pivoted from practicing law on the front lines to join JustFix, a housing justice technology non-profit company. Now, he’s helping to bridge the gap of access to housing justice and help tenants exercise their rights to a livable home through technology.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Dec 15, 2022 • 39min

#422: Know Your Team, Grow Your Firm, with Spencer Schmidt

How well do you know your team? Do they know you care about them? Did you know your relationship with your team can actually impact your bottom line? In this episode, Sara talks with Lawyerist Lab member Spencer Schmidt about his journey to becoming a great boss. He’s learned that keeping employees engaged and accountable (even if you’re non-confrontational!) is one of the best ways to care for his clients and grow his business.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Dec 8, 2022 • 35min

#421: Leading Your Firm Through Adolescence, with Karen Graves

You’re no longer in start-up mode for your firm. You’ve grown and stretched and you’re ready to level up. So what’s next? In this episode, Stephanie talks with Karen Graves, Lawyerist’s newest Lab coach, about how to navigate your business’s teenage phase. Karen explains this phase and how to find support for your firm. She details how to reconnect to your genius, renew your identity as a leader, and learn to let go. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Dec 6, 2022 • 24min

#420: Intake as an Iterative Process, with Wouter IJgosse from DecisionVault (Sponsored)

Zack sits down with Wouter IJgosse from DecisionVault to learn more about how their platform can streamline client intake for attorneys. DecisionVault takes a portal approach, making intake an iterative process for your clients. Learn more about DecisionVault here!If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Dec 1, 2022 • 36min

#419: Free Yourself from Productivity, with Oliver Burkeman

Is your to-do list never-ending? When was the last time you really felt productive? When we are constantly trying to get things off our list, the list seems to only grow longer.  In this episode, Stephanie talks with author Oliver Burkeman about this myth of productivity. They dive into different ways to be productive and actually get stuff done. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Nov 24, 2022 • 35min

#418: More Income, Fewer Taxes, with Bernadette Harris

The end of the year is upon us and whether we like it or not, it’s time to think about wrapping up our finances. Do you have a plan in place for your financial strategy? Do you know why it matters? Join Stephanie as she talks with Lawyerist Lab financial coach Bernadette Harris about finding the levers to systemize your firm finances and get ready for tax season. Plus, she shares some tips on how to increase your income but NOT your tax liability! If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!
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Nov 17, 2022 • 30min

#417: Choosing to Stay a Small Firm, with Katie Roe

For some small law firm owners, growth isn’t the goal.In this episode, Sara talks with former Lawyerist Lab member Katie Roe about how and why she built her firm with the intention of staying small. They discuss the steps Katie took and the boundaries she created to find balance while running her thriving business and being a working mother of two.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.
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Nov 10, 2022 • 37min

#416: Working as a Legal Nomad, with Chrystan Carlton

If you could work from anywhere in the world, where would it be? What if we told you it could be possible with a little planning?In this episode, Sara talks with attorney and Lawyerist Lab Member Chrystan Carlton about being a legal nomad. Chrystan recently spent a month living and working in Spain without interrupting her practice. They dive into how she made it happen and the tools and preparation you need for success. Chrystan also details a working day in the life of a legal nomad.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!Thanks to Posh Virtual Receptionists, Berkshire Receptionists, & Lawyerist Lab for sponsoring this episode.

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