New Solo

Client Relationship Management, or CRM, is a strategy implemented in business to maintain effective knowledge about and connections with your current, previous, and potential clients. Using technology, employees are able to nurture relationships with their clients by tracking conversions and setting notifications. But many lawyers, especially solos and small firm lawyers, aren’t using CRMs; they don’t know the potential value of these systems or even what they are. So why should attorneys bother learning about CRMs? In this episode of New Solo, Adriana Linares discusses CRMs with Michael Chasin, co-founder and CEO of Lexicata, a law firm CRM and client intake software. Michael talks about the foundation of Lexicata and how it has helped many lawyers find and convert leads. He then explains how CRMs can help solo and small firm lawyers with client intake as well as marketing. By touching base with potential clients, we can create a positive, brag-worthy experience. In this way, clients will return with future legal needs and can also become great referral sources. Michael discusses how the right CRM can automate a significant part of this process, making your client feel attended to without taking up too much of your time. He finishes the podcast by talking about how lawyers should go about choosing the right CRM to build a foundation for the future of their solo practices. Michael Chasin is CEO of Lexicata, a CRM and client intake software designed to help law firms and lawyers increase client satisfaction. Michael is also co-founder of both LawKick.com and Lexicata.com. He has his B.S. in Business Administration with an emphasis in Entrepreneurship from the University of North Carolina, and his J.D./M.B.A. from Loyola Law School. Special thanks to our sponsors, Solo Practice University and Clio.

Starting your own law firm can be a daunting task for any solo attorney. What new trends will help you manage your practice and how can you harness available technology to better communicate with your clients? In this episode of The New Solo, host Adriana Linares speaks with Clio CEO Jack Newton, who shares what he believes are two big trends in practice management. Jack discusses client portals and lists the benefits, such as document management and security, that having a collaborative way to communicate directly with your clients provides. He analyzes the advantages that leveraging this technology gives law firms and the convenience it provides lawyers and consumers of legal services. He also talks about campaign tracking which enables law firms to track their marketing channels and determine what kind of return on investment they are receiving from those endeavors. Jack briefly touches on the 2016 Clio Cloud Conference and says this year’s event will focus on helping lawyers take their practices to the next level by embracing the cloud. Special thanks to our sponsors, Solo Practice University and Clio.

As attorneys graduate and head into the legal marketplace, or leave a law firm to start a solo practice, it can be hard to know where to find resources with tips on starting your new career. What are the most important things that a newly solo practitioner should know? What are some best practices for lawyers just starting out in the field? In this episode of The New Solo, host Adriana Linares talks with the ABA TECHSHOW 2017 Planning Board to provide need to know advice for newly solo attorneys. This year’s TECHSHOW board consists of Barbara Leach Law PL. Managing Attorney Barbara Leach, Avvo Director of Industry Relations Dan Lear, O’Melveny & Myers Senior Manager of Technology and Development Ivan Hemmans, and Downey Law Group LLC. Founder Michael Downey. Michael emphasizes that small firms and solo attorneys should focus heavily on their cash flow. Dan states that legal professionals can view their businesses through three different mediums, the balance sheet, income statements, or cash flow. The amount of money coming in each month (and how you pay your expenses) is very relevant to the survival of a new business. Barbara encourages solo lawyers to establish their brand immediately and really determine what type of lawyer they’d like to be and what type of clients they’d like to attract. Michael accentuates the amount of credibility strong branding provides to a new attorney and gives insights into the steps he took to create his own brand. Ivan discusses the necessity of thoroughly learning Microsoft Word and the benefits of document organization. The group then closes the interview with an analysis of basic tech competencies, like email management, that all attorneys should master. Ivan Hemmans is the Manager of Technology Development and Communications at O’Melveny & Myers LLP where he uses his extensive experience with information technology to help people find ways to solve everyday problems with the many available tools at their disposal. Ivan often speaks about legal technology at law firms and conferences. He writes a blog and occasionally for legal technology publications like Peer to Peer Magazine. Barbara Leach is the managing attorney of Barbara Leach Law, PL. She is a member of the American Bar Association, The Florida Bar Association, the Central Florida Bankruptcy Law Association, the Orange County Bar Association, and the Central Florida Association for Women Lawyers. Barbara received her BA from the Hamilton Holt School at Rollins College and obtained her juris doctorate from the Florida State University College of Law. Michael Downey is a legal ethics lawyer and a founding member of the Downey Law Group LLC. He has tried civil and lawyer discipline cases and argued appeals before the Missouri Supreme Court, U.S. Court of Appeals for the 8th Circuit, and Illinois ARDC Review Board. Michael received his B.A. from Georgetown University and his juris doctorate from Washington University in St. Louis School of Law. Dan Lear is a technology lawyer and the Avvo Director of Industry Relations. He is the co-founder of the Seattle Legal Technology and Innovation MeetUp and founder of the Right Brain Law blog. Dan received his BA in international studies from Brigham Young University and his juris doctorate and MBA from Seattle University.

Among solo practitioners, Ernest “Ernie the Attorney” Svenson is well-known for consulting on technology and, specifically, going paperless. But what many lawyers don’t know is how Ernie transitioned from a commercial litigator in a big New Orleans law firm to a tech savvy solo. In this episode of New Solo, learn all about how Ernie’s experience practicing in a big firm and Hurricane Katrina led him to go solo. He talks with Adriana Linares about using technology and automation to lower his overhead for an increased chance of success and, quite frankly, happiness. Adriana and Ernie then discuss the more difficult aspects of transitioning to a solo practice including loneliness, retaining clients, and wanting a paralegal. No longer a practicing attorney, Ernie talks about why he decided to become a technology consultant for other solo and small firm lawyers. If you’re planning to go out on your own, tune in for some tips that might make the difference. Ernest Svenson, also known as “Ernie the Attorney,” practiced commercial litigation for 26 years in a big firm in New Orleans. After starting his own solo practice, he switched to consulting other lawyers on computers, going paperless, and automating tasks. Special thanks to our sponsor, Solo Practice University.

In this episode of New Solo, host Adriana Linares stops by the shared offices of Barbara Leach and Conti Moore. Together they discuss the cost savings, benefits, and logistics of splitting office resources. Through mutual trust, compromise, and similar views on work-life balance, these lawyers are achieving the strengths of partnership without losing the privilege of being the boss. Tune in to hear how they did it and why you should consider this practice model. Barbara Leach is a solo practitioner in central Florida who, after launching her career with a large national law firm, sought a closer connection to her community and greater interaction with clients. She took the leap to establish her own firm in 2011. Since then, the firm has continuously grown, and Barbara finds herself right where she hoped to be: face-to-face with her clients and practicing in bankruptcy, family law, foreclosure, and litigation. Conti Moore is the founder of small firm Conti Moore, PLLC where she practices in family law, criminal defense, personal injury, and business law. She has been recognized by the National Bar Association and Impact as one of the Nation’s Best Advocates: 40 Lawyers Under 40 and was presented with their Excellence in Service Award for her unyielding commitment to community service. Conti has bar admission in Florida, Nevada, and the U.S. District Court of Nevada. Special thanks to our sponsor, Solo Practice University.

Although television commercials seem too expensive for a solo practice’s marketing budget, they are not! In fact, advertising on T.V. can be a great alternative or addition to an online marketing campaign, as long as it’s done correctly. So what should solos expect with these ads and how can we optimize the return on investment? In this episode of New Solo, Adriana Linares and Jason Marsh interview Conti Moore, a small firm lawyer with a successful television commercial, about the process and price of creating her ad, airing it, and tracking its success. Included in this episode: TV network “spots” and your target audience Measuring success and tweaking television shows Slow start and a long term commitment Production company costs and benefits Creating fresh content and cycling locations Customizing your airtime package Choosing a niche area of law for the highest ROI Conti’s words of advice from the experience Conti Moore practices primarily family law and criminal defense at Conti Moore Law, PLLC, in Orlando, Florida. She has been recognized by the National Bar Association and Impact as one of the Nation’s Best Advocates: 40 Lawyers Under 40. Additionally, the National Bar Association and Impact presented Ms. Moore with the coveted Excellence in Service Award in recognition of her unyielding commitment to community service. Special thanks to our sponsor, Solo Practice University.

In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true? Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include: Web automation to replace support staff tasks Clio as a practice management program Integration with Zapier Consistent labels and tagging for easy categorization search Doodle calendar that talks to Gmail Web forums and customer relationship management (CRM) Google Scripting and Google Apps for Work How much the tools cost Forms rule certification In the end, Andrew emphasizes, just knowing these options are out there is important and powerful. Special thanks to our sponsor, Solo Practice University.

Adriana Linares interviews Andrew Legrand, a solo lawyer who started his practice immediately out of law school using technology to increase efficiency. His tips start with something as small as an autocomplete for your signature to auto filling forms he regularly uses. Special thanks to our sponsor, Solo Practice University.

In this episode of New Solo, Adriana Linares and Jason Marsh interview C. Todd Smith, a small firm lawyer who has used various forms of social media for marketing his practice. Jason Marsh, an online marketing specialist for small businesses and law firms, also give his insight into the importance of social media. For lawyers launching a solo practice, this podcast will provide a broad idea of where to start with your social media campaign. Todd Smith recommends that lawyers choose one or maybe two platforms to focus on rather than trying to tackle all of them.

In this episode of New Solo, Adriana Linares interviews internet marketer Jason Marsh about the most effective marketing process for lawyers beginning a solo practice, how much they should spend on a website, and what it means to optimize your business for the search engines. Special thanks to our sponsor, Solo Practice University.