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Maximum Lawyer

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Jun 30, 2022 • 27min

The Ease of Automation w/ Dustin Saiidi

In today’s episode, Jim and Tyson chat with Dustin Saiidi! They dive into the journey of the Legal Ninja system. If you’re interested in learning more about delegation, systems, and automating those repetitive data entry tasks, check out this week’s episode.Dustin Saiidi has been a licensed attorney since 2010. He runs a thriving work comp practice based out of Los Angeles. He found his staff getting burnt out from doing lots of repetitive, labor-intensive tasks so he created a legal tech company called Legal Ninja, which helps law firms replace manual data entry with automation and more than triple their efficiency.3:08 sponsor of MaxLawCon 20226:58 Legal Ninja10:14 one of the problems we have with delegating14:03 trying to micromanage18:16 automatically prepopulate 22:13 tech companyJim’s Hack: Be more like Apple, less like Microsoft. Remove the complexity and keep things simple.Dustin’s Tip: Check out The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller. Ask yourself, What is the one thing I could be doing such that by doing it, I will fill in the blank?Tyson’s Tip: Check out the app HiHello for digital business cards. They offer a free version and it’s easy to use.Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 28, 2022 • 29min

MaxLawCon Q+A w/ Jim and Tyson

In today’s episode, Jim and Tyson chat with some of the different speakers featured at MaxLawCon 2022. If you’re curious about what this year’s MaxLawCon was all about, check out this episode.1:38 Guild mastermind4:09 he delivered from start to finish8:21 well orchestrated12:03 such a great high16:52 start with the sand20:39 Kajabi24:45 seeing where they are nowMichael's Hack: Take a deep look inside your firm. You don’t want to be viewed as the firm that no one wants to work with. Hiring is challenging right now, so do awesome things to keep your people and create a good system that makes people want to apply. Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 25, 2022 • 22min

Fishing with the Right Bait: Scaling Your Firm Through Webinars w/ Paul Yokabitus

Today we're excited to share a presentation by Paul Yokabitus from MaxLawCon 2021! Tune in to learn more about how to use Facebook ad campaigns as a mechanism for scale.Paul is a talented and experienced Estate Planning Lawyer in Cary, NC who was born and raised in Grand Rapids, Michigan. The economic downturn led Paul and his wife, Alix, to the Triangle where Paul attended Campbell University School of Law and later planted his roots in the Cary community. His focus on the client-attorney relationship and the peace of mind of his clients sets Paul apart from other traditional lawyers.1:18 Facebook campaigns4:26 pair that with an irresistible offer8:04 webinars take it to the next level12:16 trial and error16:32 you’re probably giving up too soon19:08 this is the 20 that makes the 80Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 23, 2022 • 35min

Making a Go of It w/ Ryan Anderson

In today’s episode, Jim and Tyson chat with Ryan Anderson! They dive into the journey all about Filevine. If you’re interested in learning more about what they’re doing to improve, changes being made, and what’s to come, check out this week’s episode.As a former litigator, Ryan designed Filevine with the end-user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, Filevine is on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named a CEO of the Year by Utah Business. Ryan is a proud husband and father of 6 children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.3:04 CEO of Filevine7:05 law firms and businesses11:20 that can be a challenge16:26 features I can point to20:06 I genuinely care25:42 new category for legal software28:07 we’re excited to show peopleJim’s Hack: Check out Storytelling with Data: A Data Visualization Guide for Business Professionals by Cole Nussbaumer Knaflic. It’s all about how to tell your story and convey information to clients, especially to your team all by using data in ways you’re not used to looking at data.Ryan’s Tip: Check out The Overstory by Richard Powers. It’s a great fiction novel about trees. Tyson’s Tip: Take the challenge and try to drink a gallon of water a day. It does incredible things for your body! Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 21, 2022 • 45min

Digital Marketing w/ Gyi Tsakalakis and Conrad Saam

In today’s episode, Jim and Tyson chat with Gyi Tsakalakis and Conrad Saam! They dive into the journey of digital marketing and your legal practice. If you’re interested in learning more about tips, tricks, marketing, and SEO, check out this week’s episode.Gyi Tsakalakis helps lawyers grow their practices online. As a non-practicing lawyer, Gyi is familiar with the unique considerations of ethically and effectively marketing a law practice online. He founded AttorneySync to provide lawyers with more effective, transparent, and accountable digital legal marketing results. He proudly serves as a Co-Chair of ABATECHSHOW 2023 and hopes to see you there. He is passionate about Michigan football, coffee, and stoicism.After leading marketing efforts for Avvo, Conrad Saam left and founded Mockingbird Marketing, an online marketing agency focused exclusively on the legal market. Conrad is the author of “The FindLaw Jailbreak Guide,” a Google Small Business Advisor, and has held positions for various ABA Practice Management marketing committees. In his spare time, he enjoys publishing Cease and Desist letters from unscrupulous vendors called out for misleading the legal industry.1:05 Lunch Hour Legal Marketing4:18 poked the legal industry8:46 a lot better and a lot more13:38 that’s what tech’s all about17:01 first Metaverse law firm20:09 build relationships24:06 to clear buckets in referrals28:36 from an SEO standpoint32:48 business development36:07 budgetJim’s Hack: Implementing  AnyTrack.io is providing a weekly sheet of all the leads to the firm that comes in and where everyone falls out of the funnel. It also tracks people from the time they come into our atmosphere, which will allow the firm to dial in exactly where the leads are coming from. Gyi’s Tip: Create feedback loops. There are often a lot of improvement opportunities in law firms, starting from the point of first contact. The feedback loop is a great way to regularly ask clients, team members, other lawyers, etc for feedback about the entire legal process from start to finish. Conrad’s Tip: All about velocity. How quickly are people moving through your funnel? This will give you a good metric for responsiveness and the ability to get people from one step to the next.Tyson’s Tip: Leaky funnel! Look and track your abandoned calls within your phone software system to see where the leak might be in your funnel. If you don’t know about it, you could be losing out on a lot of cases.Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 18, 2022 • 19min

Why Automation Has Not Yet Changed Your Life w/ Melanie Leonard

Today we're excited to share a presentation by Melanie Leonard from MaxLawCon 2021! Tune in to learn more about life-changing automation. Melanie Leonard is an attorney, an entrepreneur, and one of the leading authorities on the use of legal practice management software. She graduated from Chicago-Kent College of Law in 2002 and began practicing at mid-sized firms. Disillusioned by their inefficiencies, Melanie left to start her own firm in 2006. And, over the next 12 years, she built a thriving real estate law practice. An early adopter of Clio, Melanie became one of the first Clio Certified Consultants. She developed a passion for helping other firms achieve amazing results with their own use of practice management software. In 2018, Melanie sold her law practice to pursue her passion full time and streamlined.legal was born. In just two years, streamlined.legal has become one of the most sought-after consulting firms in the legal tech industry, having received Clio’s Partner Led Excellence Award in 2019 and 2020. Melanie lives in the Chicagoland area but stays true to her roots as a native Texan. When not streamlining law firms, Melanie enjoys playing with her two adorable kids and riding her beloved Peloton.2:02 robotic process automation6:23 maybe this and maybe that9:22 it might change it for the worst12:04 decision fatigue15:48 to top it offWatch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 16, 2022 • 21min

Sales That Convert w/ Brian Reidy

Today we're excited to share a presentation by Brian Reidy from MaxLawCon 2021! Tune in to learn more about sales and making a client’s life better based on what you have to offer.Brian was a Cook County Assistant State’s Attorney. As a prosecutor, he successfully upheld convictions of murder, home invasion, and burglary. He spent also two years in the Juvenile Division, where he worked closely with the Illinois Department of Child and Family Services (DCFS), the Office of the Public Guardian, and the Public Defender to find permanent solutions for Illinois families involved in suspected child abuse, neglect, and/or dependency.Many years ago, Brian had to face a custody battle right when he was hired by the Cook County state’s attorney. He was a brand new attorney, and he was suddenly involved in a custody battle. Brian was scared. He didn’t expect to be in this situation and didn’t know what to do. Many people think that lawyers know everything, but the reality is he didn’t know anything about child custody at that time, so he was scared! Brian sat on the other side of the attorney-client table, he didn’t know what to expect or what to do. After gaining custody of his son, he learned how to help people in a similar situation. He used his personal experience, and then he gained additional professional experience with the state’s attorney, as well as in private practice. Brian has taken these personal and professional experiences, and he went out on his own because he believed there was a better way to help people through these difficult times in their life.1:12 sales4:24 where are they now, and then where do they want to be 8:05 what is going to happen next12:11 I ask questions, you give some answers16:28 time, money, and reputation19:53 that’s the option I wantWatch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 14, 2022 • 33min

Preparing for Maternity Leave w/ Elise, Emilia, and Lindsay

In today’s episode, Jim and Tyson chat with, Elise, Emilia, and Lindsay! They dive into the journey of preparing for maternity leave as a law owner. If you’re interested in learning more about what this looks like, what needs to be figured out, and addressing various concerns, check out this week’s episode.1:03 powerhouse4:13 concerns8:00 where’s the money coming from12:08 ups and downs16:37 it can still continue to evolve20:10 maternity policy25:25 absolute flexibilityJim’s Hack: Check out Best’s Buys totaltech membership. Having the Geek Squad and other benefits available is fantastic!Elise’s Tip: To stop using the word busy. Instead use the word full. Think about your life being full and full of things that you’re choosing. Lindsay’s Tip: Reflect on your customer or client experience and ask, why does this suck and how can I make it better?Emilia’s Tip: Think about hiring a coach to prepare you for maternity leave. As a business owner having the many conversations that need to be had with someone that understands is invaluable.Tyson’s Tip: To create a maternity/paternity policy and get the necessary feedback from your employees and put the policy in place.Watch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 11, 2022 • 21min

Automating Lead Conversion w/ Kelsey Bratcher

Today we're excited to share a presentation by Kelsey Bratcher from MaxLawCon 2021! Tune in to learn more about automating your intake process no matter your technical ability.Kelsey Bratcher is an automation expert for small law firms. He is a Zapier Certified Expert, Pipedrive Partner, and the host of the Get Automated Podcast. He has been helping small businesses leverage the power of automation for 13 years and has saved over 15,000,000 minutes for him and his client's businesses.1:32 implement automation5:14 scheduled with these scheduling tools9:00 two way messaging platforms13:15 CRM17:04 break it down into chunksWatch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Jun 9, 2022 • 17min

The Things I've Learned in My First Year of Practice Ownership w/ Emilia Coto

Today we're excited to share a presentation by Emilia Coto from MaxLawCon 2021! Tune in to learn more about the different lessons she learned.Emilia is the founder of Sisu Legal, a law firm in Windsor, Ontario. She will be opening an office in Troy, Michigan soon. Her focus is on immigration law and more specifically, family sponsorship. Sisu legal is on a mission to provide accessible, innovative, and effective legal services. Prior to founding Sisu Legal, Emilia was a lawyer at a mid-sized firm for three years.1:11 done is better than perfect4:24 what impact do you want to have in the world8:28 always keep my eye out11:03 the daily overwhelm14:04 many different definitions of success people haveWatch the podcast here. Join the Guild: www.maxlawguild.com Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

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