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Practical, concrete advice for lawyers who want to use technology to simplify and streamline their work to gain massive freedom and fulfillment. If you're a solo lawyer or run a small firm, the most critical areas of focus should be automation/AI, outsourcing, marketing, cybersecurity, and remote work skills. And that's what this podcast will help you with.
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The G.E.M. Series powered by RocketLevel educates, guides, and motivates young professionals who believe in the dynamic shift to break the corporate ladder and invest in themselves. On this podcast, we provide the tools you need to set ambitious goals, execute like a pro and develop a fearless mindset! Many people have big dreams of working for themselves, but don’t know where, when, or how to start. Whether interviewing guests about their personal entrepreneurial journeys, analyzing the lat ...
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This episode discusses Google's NotebookLM, an AI research assistant designed to handle groups of complex documents. Listen and learn about its amazing features, such as generating summaries, citations, and FAQs. You can also hear the “audio overviews” feature, in which two bots discuss a recent case (Matter of Weber) involving the use of AI in the…
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Believe it or no, it's possible to work as "digital nomad lawyer" and spend all your time traveling the world. Our guest Brian Dixon knows this first hand. In this episode, you'll learn about his journey from a traditional law practice to fulltime globetrotter. Listen and learn which practice areas are best suited to this kind of life, and which te…
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Explore the cutting edge of legal writing with Ross Guberman, the founder of a company called Legal Writing Pro. In this episode, learn interesting ways that generative AI can help lawyers write better briefs and contracts. In this episode, you will hear: Generative AI tools for stress-free, effective legal writing Insights on creating influential …
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In this episode, you'll hear Judge Scott Schlegel explain why he believes that lawyers and judges should know as much as possible about how AI tools work. And why they should gain this understanding by using the tools as much as possible. In this episode, you will hear: Judge Scott Schlegel's career journey from finance to tech-savvy appellate judg…
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Building a successful law practice is a lot easier when you focus on the right things. And that's exactly how attorney Elise Buie built a thriving practice that's both financially lucrative and immensely enjoyable. In this episode she shares her top three secrets to massive success. In this episode, you will hear: Building a successful law practice…
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Every lawyer should use an AI note-taking app, but now there are dozens, so which one should they use? In this episode, we examine the top two apps and compare features so you can make a fully informed decision. In this episode, you will hear: Introduction to AI note-taking apps Personal experiences and insights on the effectiveness of these tools …
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The ABA's new ethics opinion on lawyers' use of AI is a must-read, but this episode will give you the key takeaways you need to be aware of. We'll also discuss the provocative statement in the opinion that "AI can help lawyers predict how judges might rule on a legal question based on data about the judge’s rulings." Listen now to learn more. In th…
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Social media marketing is easy and inexpensive if you approach it right. Being authentic is one key to success, but there's another word that's even more important. And that’s what this episode will explain and discuss. In this episode, you will hear: Leveraging social media for attorneys The importance of relationships in social media marketing Th…
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Modern lawyers need new workspaces optimized for remote work, virtual collaboration, and asynchronous communication. In this episode, you'll find out which two software tools are the best online workspaces and why popular cloud-based practice management software does not compete with these new options. In this episode, you will hear: Modern online …
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Kristen David is an amazing lawyer who believes there are 6 fundamental systems that every law practice needs. She learned this when she needed a way to escape stress and burnout to gain massive fulfillment and freedom. For the past decade, she's coached lawyers on how to develop, maintain, and refine systems. And in this podcast episode, she share…
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If you want better clients, you need to convey that you are very special, not like most attorneys. How you convey that message is everything. You can't communicate in cliches or brazen claims. You must come across as sincere, thoughtful, and truly considerate. In this session, we'll discuss how to do that using simple, easy-to-write emails. In this…
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Gabriel Marous is a New York business lawyer who runs his firm, making extensive use of VAs based in the Philippines. He had to figure out for himself how to recruit, hire, train, and manage his team of 10 VAs. Now, he helps other lawyers and business owners do the same. In this episode, you'll learn how he started doing this, what mistakes he made…
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How can you be more productive and enjoy doing so? Merely checking off boxes on a To-Do list isn't the answer. Attorney David Sparks has the best answer I've come across, and he explains it very well. David is exceptionally productive in juggling a mind-boggling number of responsibilities. Listen and learn David's incredible secrets to being produc…
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As we all know, modern technology can create powerful leverage in any business. Unfortunately, it's complex and rapidly changing, which creates big challenges—especially for lawyers. Most lawyers lack the instincts to know what to focus on and prioritize, so they often make big mistakes when using technology. Fortunately, the five biggest mistakes …
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AI Chatbots powered by GPT-4 technology are improving rapidly so the opportunities are expanding for lawyers who want to leverage this to improve aspects of their practices. But which GPT4 chatbots are best? And what are the best opportunities for using them in your practice? That's what we'll cover in this episode. In this episode, you will hear: …
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LinkedIn is a goldmine for professional referrals. Think of it as a 24-hour networking event that runs 365 days a year. You can "attend" asynchronously and easily generate new referrals without spending a lot of time "working the room.” In this episode, you will hear: 24/7 receptionist and chatbot services Unlocking LinkedIn's potential Crafting ef…
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Podcasts are valuable troves of knowledge. And yet it's notoriously challenging to capture insights and take notes on things you want to remember. But now there's a magic solution that you'll definitely appreciate knowing about that you'll learn all about in this episode. In this episode, you will hear: Leveraging podcasts for professional growth E…
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In this episode, you'll learn how a Virginia lawyer found the best business coach to help his firm implement principles from the popular book “Traction” (by Gino Wickman). Listen as Kellam Parks shares the process he used to research and vet candidates, and why he says the decision to hire a coach was "transformative." He also explains exactly why …
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Hackers repeatedly use the same common ploys to fool most people most easily. Avoid becoming a victim by learning about these ploys and by using a tech tool that too many people do not know about (or use if they do know). In this episode, you'll learn about six excellent recommendations the AARP believes can protect people online. And learn more ab…
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Traditional ways of scheduling appointments have too much friction, so lawyers should now adopt automated scheduling technology like that offered by Calendly. When you use this type of tool, you'll be able to do more deep work without being bogged down with scheduling appointments or getting interrupted during peak work time. In this episode, you'l…
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The year 2024 is the year of Ninja Lawyering for solo and small firm lawyers who want frictionless efficiency, financial freedom, and flexibility to work less and enjoy life more. The key is leveraging technology strategically by focusing on a few key tools, the first of which we'll discuss in this episode. If you start using this tool, your practi…
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Welcome to another episode of the G.E.M. Series Podcast! Get ready to be inspired as we dive into the sheer power of mindset and curiosity in supercharging your business success with Vikram Deol, Real Estate Sales Coach! We're talking curiosity, folks! Vikram also sheds light on the immense significance of being curious and aware in the world of en…
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In Part 2 of our discussion of "Digital Nomadism," Megan Hargroder shares more insights on the art of living and working from anywhere. She highlights the use of platforms like Trusted House Sitters as an alternative to using AirBnb. And we also discuss safety tips while traveling abroad. Finally, we cover money management strategies, which are cri…
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Welcome to another episode of the G.E.M. Series Podcast! Our guest for today is none other than Jon Chintanaroad, founder and coach at Recruiting Accelerator. Join us as he shares his inspiring journey, from being laid off from his own recruiting agency to building a thriving freelance recruiting business and coaching program. Jon invites us into h…
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In this episode, we delve into a detailed conversation with Rio Peterson from Alps Insurance. We explore the intricacies of malpractice insurance and discuss how solo and small law firms can protect themselves not just against malpractice, but also cyber attacks and employment claims. We also delve into the transformative potential of artificial in…
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Welcome to another episode of the G.E.M. Series Podcast! In this episode, we have Matthew Pollard, also known as the Rapid Growth® Guy, also an entrepreneur, international speaker, business coach, and author of "The Introvert's Edge," who shares his insights on how introverts can excel in business! Matthew emphasizes the importance of understanding…
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In the latest episode, attorney Dorna Moini explains how her product, Gavel, enables full intake and workflow automation. She also explains how lawyers can document their expertise and turn that into revenue-generating products. In this episode, you will hear about: The importance of automating repetitive tasks, which begins with recording and anal…
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Welcome to another episode of the G.E.M. Series Podcast! In this episode, we have Ernie Svenson, a lawyer turned tech consultant, sharing his expertise in leveraging technology and mindset for businesses. He discusses his career transition, the role of systems and AI in business, and the potential pitfalls of relying solely on AI-generated informat…
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This episode features an interview with a lawyer who went from helping build a multimillion-dollar firm to practicing law from coffee shops in Europe. Sheila Wilkinson helped build a highly successful law firm from scratch even before she went to law school. Crazy but true. And after law school, she created her own successful practice, which she st…
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Welcome to another episode of the G.E.M. Series Podcast! We're joined by Nathan Minns, the Founder & CEO of Green Light Improv. Join us as Nathan takes us on an incredible journey, sharing the improv advantage with entrepreneurs and employees alike. Nathan offers a riveting narrative of personal discovery, from his auditions with an improv group to…
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This episode is a deep dive into the law practice of solo attorney Brandon Siegal, a seasoned Canadian tax specialist who is comfortable using technology but finds delegation more challenging. The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment. We talked about software tools he uses, such as Clio, …
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Welcome to another episode of the G.E.M. Series Podcast! In this episode, we have the pleasure of introducing our guest, Bill G. Williams, aka Electric Bill, who is the mastermind behind The b4 Group. Join us as we dive into his journey from the corporate world to entrepreneurship, his passion for HR and people development, and the secrets to creat…
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Digital note-taking for lawyers is no longer just about transcribing ideas—it's about weaving them together. Enter the world of "Personal Knowledge Management" (PKM), a realm where Evernote once reigned supreme but now faces more powerful contenders. Obsidian is the best note-taking app for lawyers who want a powerful, user-friendly tool that also …
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Welcome to another episode of the G.E.M. Series Podcast! In this episode, we have the pleasure of interviewing Ali Daniel, a Subconscious and Somatic Coach from Punch Drunk Soul who shows her powerful approach to emotions, entrepreneurship, and more! Ali explores the importance of work-life balance and taking control of your personal and profession…
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This episode continues a discussion on how to get the most out of Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook. Whether you use a Mac or a PC, these tools help streamline the most common workflows in your law practice. I invited Ben Schorr to explain the ins and outs of 365 software. Ben works at Microsoft as a senior-level product…
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Welcome to another episode of the G.E.M. Series Podcast! Our guest for today is Bob Hunter, CEO of Oxford Pierpont and My Business Credit, who shares his tips for success in business and credit management! Bob shares his inspiring journey of going from losing his job and going blind to becoming a successful entrepreneur. Bob's passion for entrepren…
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This episode is about how to get the most out of Microsoft 365 tools like Word, Excel, PowerPoint, and Outlook. Whether you use a Mac or a PC, these tools help streamline the most common workflows in your law practice. I invited Ben Schorr to explain the ins and outs of 365 software. Ben works at Microsoft as a senior-level product manager for cont…
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Join us for yet another inspiring episode of the G.E.M. Series Podcast! We invited John Mendez, founder of Stop and Stare Media and host of the Walk 2 Wealth podcast, to share his journey and entrepreneurship insights. He started in a challenging environment, and he used entrepreneurship as a means to overcome obstacles! John dives deep into the co…
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Step into the extraordinary world of digital nomadism with my wanderlust-filled guest, Megan Hargroder. Megan, a seasoned digital nomad, has been living out of her suitcase and working from the picturesque locales of Europe for the past eight months. Join us for a riveting conversation that explores the exhilarating freedoms and intricate challenge…
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Another G.E.M. Series Podcast episode just for you! Are you tired of feeling stuck in your business? Meet Jeanne Omlor, a successful business coach and strategist who went from deep debt to building a million-dollar business ORGANICALLY. In this episode, Jeanne shares her inspiring journey and her approach to organic marketing. Get ready to learn h…
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Let's journey into the fascinating world of law and technology with our extraordinary guest, Ben Alarie. He's not just a law professor, but also an entrepreneur and author who has put his expertise in an excitingly accessible format through his AI product, Ask Blue J. This ingenious tool simplifies tax law navigation, transforming complex databases…
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In this episode, we revisit a persistent favorite topic - Standard Operating Procedures (SOPs). We understand there are many recurring issues that may concern you, but which ones are the most pressing? We are on a mission to resolve these sticking points. A common challenge for attorneys is determining the technology that could bring the most signi…
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What if you could revolutionize your legal practice with technology? This provocative question led to an enlightening chat with legal tech consultant, Adriana Linares, who shared insights on how transitioning to cloud-based services and leveraging tools like TextExpander and ChatGPT can significantly enhance productivity and writing skills. That's …
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Let's hear from the Gen Z in this NEW episode of the G.E.M. Series Podcast! This time, we have Celine Chai, the co-founder of NinetyEight, a Gen Z Marketing Agency making waves in the business industry. Celine takes us on an inspiring journey of how she and her friends embarked on the entrepreneurial path during the pandemic. Starting as a small bu…
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Imagine a world where getting quality referrals is not just possible, but easy and ethical too. That's the pioneering world Arya Firoozmand, co-founder of Overture Law, is building. In this enlightening conversation, Arya takes me through his journey into law practice and how he and his partners invented Overture Law, an innovative platform that fi…
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Welcome to another episode of the G.E.M. Series Podcast! In today's episode, Host Blake Chapman is here with Rick Elmore, a former NFL player turned entrepreneur. Discover how his unwavering persistence propelled him to establish Simply Noted, now the world's largest handwriting platform. Drawing upon his athletic background and corporate sales exp…
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Discover the secret to unlocking human growth and genuine connections in our increasingly digital world. This episode promises to reveal the power of face-to-face interaction and why it's crucial for personal and professional success. Let me take you on a journey through our experience with Laurel Street Music in New Orleans, where an inspiring sto…
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Are you ready to rise from rock bottom to the next level of success? The G.E.M. Series Podcast brings you Kevin Palmieri, the CFO, Founder, and Co-host of the "Next Level University" Podcast. Growing up in Massachusetts, he had dreams of becoming a professional athlete. However, after securing a high-paying job, he found himself deeply unfulfilled …
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Ever wondered how the 80-20 principle applies to a Hollywood actor's life and career? I have an exclusive chat with the legendary Tom Hanks, shedding light on the topic and sharing his personal experiences! But there's more than meets the ear – my friend and computer forensics expert Craig Ball joins me to reveal the cutting-edge AI technology from…
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In the return of The G.E.M. Series Podcast, we welcome a brand new guest H.B. Pasley! H.B. Pasley is an expert at creating your ideal client experience. He has been a coach, a creative, and a professional communicator for close to 4 decades. He has published many books and countless leadership guides, facilitated thousands of people in leadership d…
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