Former national law firm attorney Shannon Pawley shares her journey to owning her estate and asset protection firm. She emphasizes the importance of patience in marketing and proactive planning for slow business months. Tips include seeking support when struggling, maintaining a positive mindset, and using Instacart for meal planning.

Watch the YouTube version of this episode HEREWhen starting your law firm, there are so many details to set up and get running. The most common mistake that Jim and Tyson see is new law firm owner getting stuck on branding details like the name of the law firm. In this episode Tyson deep dives into the ins and outs of what you should and should not focus on to get yourself started. Listen in. 02:15 The process of designing the best law firm and the importance of niche selection03:16 The significance of choosing a specific and industry-relevant name for a law firm05:17 The importance of prioritizing the operational and financial aspects of the law firm over its name and brandingTune in to today’s episode and checkout the full show notes here.

Expert in Salesforce and business operations, Rob Petrie, discusses the benefits of using Salesforce for law firms, the importance of diverse teams in projects, and the challenges of getting lawyers to adopt new technology. He highlights the critical phases in building a CRM system and common mistakes to avoid, emphasizing the need for proper data cleanup and user acceptance testing before implementation.

Watch the YouTube version of this episode HEREIn this episode of the Maximum Lawyer Podcast, Tyson Mutrux shares what he does to walk new employees through a case, start-to-finish. Because if a new team member is unaware of your complete case process, then it's difficult for them to understand “how you do things” and what tasks they do that are connected to others of the team. It's so important for them to get that big picture view to see how everything fits together in your law firm case process and why the details are so important. Listen in!03:58 The importance of providing new employees with a comprehensive understanding of the case process and the firm's way of doing things07:38 The importance of establishing the firm's unique way of handling cases and the need to convey this to new employees08:31 The onboarding process, including the use of an overview video and in-person training for new employeesTune in to today’s episode and checkout the full show notes here.Join the Guild to grab our Case Roadmap.

Watch the YouTube version of this episode HEREAre you an attorney who is looking to generate more leads for your firm? In this engaging episode of the Maximum Lawyer Podcast, hosts Jim and Tyson sit down with Ted DeBettencourt from Juvo Leads. They delve into the nuances of chat services for law firms.Law firms can benefit from having effective chat services. Many people will use chat services when they want to get quick answers. A successful chat service will turn general inquiries into physical clients walking through the door. A lot of chats are lost if bots are used to answer all questions, which is why it is good for general, repetitive answers. When a potential client wants more information, the chat needs to be handled by a live person.There are a lot of challenges that law firms face when using chat services. One challenge is that many small firm owners do not use it themselves, so they believe it is not needed for their small business. But, Ted pushes back on firms to emphasize that using chat services will generate more leads for a firm, leading to more business.Take a listen to learn more about chat services!Jim's Hack: Read the book, Just Called People. The book goes into detail about the creation of iOS and the traction approach.Ted Tip: Be more cognizant of the times between going to work and coming home. It is important to get mentally prepared to focus on family time and not think about work until the next day.Tyson's Tip: An AI tool built into Adobe, which allows you to ask questions inside of the pdf document.Connect with Ted:Website LinkedIn  Tune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HEREIn this episode of the Maximum Lawyer podcast, recorded at our recent Mastermind event, Jim and Tyson tackle pressing questions from attendees about law firm management. The discussion spans from the efficacy of the firm's podcast as an internal tool, to the nitty-gritty of marketing strategies and the intricacies of employee training. A key focus is on maintaining firm operations during team members' extended leaves, with a consensus on the value of cross-training and the potential for internal growth during such times. Listen in.01:45 The best spend for marketing and the worst marketing spend03:42 Lead tracking, intake software, and CRM tools05:29 Performance evaluation and top grading 07:29 Lead response time09:40 Salesforce digital engagement package for real-time communication09:57 Client expectations and team management15:01 Handling team members' absence19:08 Strategies for managing team absence, redistributing duties, and viewing it as an opportunity for growth19:15 Utilizing team members' absence as a chance to advance and expand the firm's capabilitiesTune in to today’s episode and checkout the full show notes here. 

Watch the YouTube version of this episode HEREIn this live-recorded episode, Jim and Tyson, delve into the intricacies of managing a law practice. They discuss the critical role of honest self-assessment in recognizing a firm's downward trends, such as cash flow issues and ineffective marketing. They also dive into the importance of understanding firm metrics, which metrics matter and why. As well as mistakes they’ve made in the past and what to know to avoid them. They also explore the challenges of filtering out low-quality leads, refining intake processes, and aligning marketing efforts with the firm's focus areas. Client managementProactive communicationClient feedback to improve services If you feel like your firm is right around the corner from greatness, dig into the data-driven strategies and a strong, client-centered firm culture for skyrocketing your firms success.01:59 The importance of identifying signals that things are trending in the wrong direction 05:22 The importance of monitoring and addressing cash flow problems13:09 Tracking leads, holding team members accountable, and the impact of low expectations on performance16:35 Signs that marketing is not working20:37 Strategies for improving conversion rates 28:35 Identifying red flags in client management34:23 Creating and implementing core values 41:48 The necessity of having a system to ensure important tasks are completed before progressing to the next stageJim’s Hack: Be on the lookout for people or yourself that use the words: “Sort of …” This is a red flag word phase that means you need to pay attention and clean something up.Tyson’s Tip: Go back and look at the last ten leads that you lost and see if you can identify the trend. Tune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HEREAre you a law firm owner who is struggling with mapping out your goals? In this episode of the Maximum Lawyer Podcast, co-host Tyson Mutrux explores the critical role of having a clear vision for both your law firm and personal life.Many law firm owners struggle with creating a vision for themselves and their own businesses. Tyson shares the creation of his tool, the vision finder and what rules are needed for people to create their vision. These rules include writing your thoughts down on paper and sitting down to let your mind wander. Tyson also goes through some of the personal vision questions law firm owners should ask themselves to understand where they want to be. It is best to think about how you perceive yourself and how others perceive you as well as thinking about who the most important people in your life are. These rules and questions in this tool are meant to help you create a vision that you see for yourself.Take a listen to learn more about this great tool.00:24 The struggle with creating a vision for law firm owners 2:09 Detailed rules for creating a vision4:58 Questions and considerations for personal visionTune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HEREAre you looking for a way to streamline your law firm’s efficiency with claims? In this episode of the Maximum Lawyer podcast, Becca Eberhart chats with Jim Andrews about his innovative platform, Precedent, which aims to improve the efficiency of attorney-handled claims. Jim shares what Precedent is trying to achieve within the legal space. Precedent tries to bridge the communication gap that exists between plaintiff firms and insurance carriers, which can be a complicated relationship. Since both areas work with each other frequently and still use outdated methods to share information, Precedent uses AI to streamline and standardize administrative tasks and communication.Jim shares how AI is being used to reduce timelines for claims making their way between both industries. One of the features of the AI technology being used is extracting all the necessary information insurance carriers need from documents the legal firm provides. When it comes to this important information, the system can identify missing or incorrect information on the spot. Since it can be spotted quickly, it provides legal firms the ability to adjust and change what is needed. This ultimately limits the need for unnecessary and lengthy communication between both sides.Take a listen to learn more about Precedent!00:23 The mission of Precedent1:29 The communication problem between firms and insurance carriers13:04 The implementation of AI in streamlining injury cases17:43 Addressing the communication problemTune in to today’s episode and checkout the full show notes here. Connect with Jim:WebsiteLinkedin

Digital marketing expert Julie Chenell discusses the importance of sales funnels for lawyers to attract clients in crisis. She provides examples of different funnel types, such as helpful and retargeting funnels. The podcast also includes tips on business development and building personal connections with clients.