Think of this weekly podcast as the main-stage panel of our Legal Tech Non-Event, focused on how technology can benefit your bottom line and geared for an audience of luddite-leaning lawyers. “Fun” may even ensue — within reason, of course.
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Welcome to the Legal Toolkit, where you'll get the latest trends and business initiatives that help your law firm everyday. Hear from the experts setting the standards for the legal, insurance, and law enforcement industries. You're listening to the Legal Talk Network!
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The Legal Mastermind Podcast focuses on tips and tactics for Law Firms and Lawyers to Grow and Manage their Law Firm. Hosts Eric Bersano, Ryan Klein and Chase Williams from Market My Market, sit down with experts in the legal community to discuss marketing, branding, intake and more.
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The 'Practice of Law' School
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EP 268 - Vera Zambrano - International Law and Leveraging Content for Global Reach
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Vera Zambrano is the Lead Attorney at the Law Firm Vera Zambrano & Associates. Vera founded her own first law practice in Berlin, Germany at the age of 28 and after only a few years she has expanded her legal practice internationally with a focus on national and international law. Visit Vera Zambrano & Associates: https://www.lawyer-berlin-miami.co…
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The Caitlin Clark Experience; Being a Camera-Ready Professional; and “Candid Camera”
46:12
46:12
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Getting in front of an audience to communicate on camera certainly doesn’t come naturally to all (most?) attorneys, but if you’re feeling embarrassed by your lackluster video presence, there are ways to overcome those on-camera nerves. Jared talks with Kerry Barrett about how she helps professionals sharpen media skills to increase their visibility…
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Outsourcing Staff for Law Firms with Carlin Phillips and Andrew Garcia
31:00
31:00
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I talked with law firm partners about how they have leveraged outsourced contract attorneys to manage their caseload. Episode Highlights 04:32 - Discussion on Portuguese heritage and culture. 06:45 - Background of Garcia’s and Philips’; families. 10:07 - Shift to discussing legal topics. 10:22 - Introduction to outsourcing in a high-end litigation …
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EP 267 - Doug Burnetti - Customer Service Excellence in Law
33:23
33:23
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Doug Burnetti is President and CEO of Burnetti, P.A. Doug started his firm in the 90’s with just a $10,000 loan. The firm has now been around for 30 years and is renowned for their financial resources, trial experience, and reliable legal counsel. Burnetti, P.A. is a full service personal injury law firm specializing in auto accident, medical malpr…
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EP 266 - Katherine Porter - The Power of Human-Centered Design in the Legal Industry
32:44
32:44
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Katherine Porter is the Founder and CEO of The Resourceful Lawyer. Katherine empowers lawyers and law firm leaders to assemble the right resources, streamline operations, and deliver exceptional results for their clients. This strategic approach not only enhances their practice but also allows them to expand their book of business and increase prof…
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The Value Proposition of Remote Work for Law Firms with Brett Trembly
29:05
29:05
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I talked with the founder of a virtual staffing company, about the benefit that law firms can derive from working with remote personnel. Episode Highlights 05:22 - Anecdote about Above the Law genesis and scandal coverage. 08:47 - First criminal defense trial experience involving a client with prosthetic arms. 11:24 - Founding story of Get Staffed …
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Trust the Process: How to Build & Manage Workflows in Law Firms with Joyce Brafford
40:20
40:20
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For the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford. Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding…
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How to Increase Your Law Firm's Visibility Online with Melissa Levine-Piro
32:28
32:28
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I spoke with an entrepreneurial attorney, who launched & grew a family law practice, in part by using social media. Episode Highlights 07:30 - Starting a law firm in an underrepresented area. 09:50 - Husband and wife’s early law firm days. 13:40 - Transition to focusing on management and branding. 15:05 - The significance of rebranding to Hera Law …
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Throwback Episode - Ep 1 - Gary Falkowitz - The Importance of Setting Up The Correct Intake Process at Your Firm
26:25
26:25
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Original Broadcast Date: September 13, 2019 On the very first episode of the Legal Mastermind Podcast, we were joined by Gary Falkowitz. At the time of the interview, Gary was the founder and CEO of Intake Conversion Experts. He is now the founder of CaptureNow. Connect with Gary o LinkedIn: https://www.linkedin.com/in/gary-falkowitz-ab81aa10/ Visi…
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How to Run a Mid-Sized Law Firm Like a Boss with An Ruda
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I talked to the managing partner of a mid-sized law firm, about the unconventional things she does to run the business + they work! Episode Highlights 01:16 - An Ruda’s approach to leadership using a “prisoner archetype” philosophy. 03:12 - Definition of different prisoner roles and how that applies to law firm dynamics. 06:37 - Emphasis on avoidin…
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What Great Legal Technology Can Do for Law Firm with TJ Fraser and Olivia Mockel
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30:37
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I talked with a legaltech founder and an experienced legaltech COO, about how software gets built and how lawyers benefit from it. Episode Highlights 10:35 - TJ’s Founder Story - Hot Tub Inspiration 15:47 - Decision to Share Software with the World 18:00 - AJ - Successful Partnerships and Mantra 22:02 - Olivia on Legal Automation Importance 26:32 -…
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Productivity Software; What an IT Managed Service Provider Can Do For You; & “Hard Choices”—Boston Edition
45:08
45:08
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Jared kicks it off by exploring the biggest players in productivity software you should be using, well, be more productive. But no productivity suite is perfect. So, get to know the strengths and weaknesses of each so you can make the right choice for you. Then, back in the day, lawyers often got their IT services from some independent techie who t…
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EP 265 - Karlyn Ankrom - Cracking the Social Media Code
37:14
37:14
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Karlyn Ankrom is the CEO of Oh Snap! Social. Karlyn is the founder and lead strategist of Oh Snap! Social and creator of the FanFirestarter Framework, a new approach to social media marketing made specifically for businesses “tempted to fake their own death and flee to Tahiti at the mere thought of content creation.” She developed her user-friendly…
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EP 264 - Danielle Hendon - Financial Foundations for Small Business Growth
32:57
32:57
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Danielle Hendon is the Founder and Owner of 4 Corners CFO. Coupling her decade of experience in corporate finance and accounting with her passion for people, Danielle brings the benefit of “big business” financial analysis to entrepreneurs. Now, instead of helping corporations increase share price, she gets to help business owners increase their pe…
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The Future of Legal Documents with Cain Elliott and John Rizner
35:43
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I talked with a legal futurist and AI drafting expert about what legal documents will look at the end of the 2020s and beyond. Episode Highlights 04:03 - The evolving line between legal research and legal drafting. 04:44 - The distinction between use of AI for legal research versus drafting. 07:41 - The efficient transfer of information between AI …
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Emerging Legal Ethics for AI; How-Tos for AI in Law Practice; & “Michigan Man”
44:07
44:07
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AI’s prime directive is to give you answers, buuuut… it might just be telling you what it thinks you want to hear—with no concern over providing actual verifiable facts. This issue (and oodles of others) have initiated a trickle of case law/guidance/opinions/etc. in the legal AI scene, and you, dear lawyer, want to be on the right side of legal eth…
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How to Merge Solo Practices with Amy Davis and Kate Franke
40:17
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Join host Jared Correia and guests Amy Davis & Kate Franke on the Legal Tech Non-Event Podcast as they discuss the intriguing move of merging solo law firms and the birth of BroadWing Legal. Tune in to uncover how these passionate attorneys navigate the complexities of technology integration and the mission to foster a female-centric personal injur…
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EP 263 - Joseph Whitcomb - Veterans Helping Veterans: Legal Guidance for Success
40:36
40:36
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Joseph Whitcomb is the Founder and President of Whitcomb, Selinsky, PC. He is also the Founder of the Veterans Advocacy Law Group. At Whitcomb, Selinsky, PC, Joseph directs the Government Procurement and International Business Transactions practice areas. As a result of his military service as a U.S. Army Ranger and as a non-commissioned officer in…
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Social Media Marketing Strategies for Lawyers with Sarah Parker
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25:50
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I talked with an immigration attorney about how she uses social media to market her law practice, especially video. Episode Highlights 00:31 - Social Media Strategies for Law Firms 01:31 - Coffee Recommendations in Boston and Cambridge 04:03 - Starting a Law Practice Fresh Out of Law School 05:57 - Choosing Immigration Law 07:14 - The Appeal of Soc…
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The Solo to Small Transition with Lindsey Egan
31:27
31:27
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I talked with a lawyer who is building a small firm, having started as a 'true' solo practitioner. Episode Highlights 02:52 Legal tech challenges for lawyers. 07:25 Lazy version of 'rustic' concept. 11:53 Natural networker insight. 14:38 Focusing on ideal clients. 18:00 Adapting to remote work from necessity. 21:50 Early adoption of Clio and remote…
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Marketing Musicals with Jacob Sanders and “Large Fathers”
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37:34
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Bored with your run-of-the-mill marketing campaigns? Maybe it’s time for you to make a musical! Jared brings on Jacob Sanders to learn all about the recent release of NinjaCat’s Big Data Day – a corporate musical. They talk about the history of these sorts of marketing ventures and their uniquely fun and tactical advantages. They also dig into how …
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I talked with a small town lawyer about how he built + maintains his law practice. Episode Highlights 04:32 - Small-town practice and lifestyle. 05:26 - Leveraging coaching for networking. 08:38 - Starting a law firm during an economic downturn. 09:56 - Acquiring a law firm as a newcomer to the town. 12:02 - Transition and benefits of firm acquisit…
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EP 262 - Marilyn Jenkins - Elevating Your Law Firm's Online Presence
32:49
32:49
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Marilyn Jenkins is the Founder of MJ Media Group, LLC and Law Marketing Zone. Marilyn supports businesses to leverage the power of social media marketing to grow their audience, bring more leads, and stay relevant in the online world. She is constantly innovating new systems and technology to help you create growth in your life and business. Throug…
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Pricing for the Modern Law Firms: How to Leverage Your LegalTech to Get Paid with Joyce Brafford
33:04
33:04
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For the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fee…
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Automated Workflows for Client Intake with Tony Interlandi
24:35
24:35
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I talked with an employment lawyer about how he has built and managed an automated intake workflow for his law practice. Episode Highlights 09:18 - Tony shares his journey from solo practice to establishing Monarch Law LLC, illustrating the growth and rebranding of his legal practice, emphasizing the importance of evolving the firm's identity to tr…
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EP 261 - Jared Correia - Redefining Law Firm Management: Innovative Strategies for Success
29:36
29:36
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Jared Correia is the Founder and CEO of Red Cave Law Firm Consulting. Jared served as a consultant to attorneys seeking to open their own practice or to improve the running of their current practice, as well as a consultant to legal institutions and companies seeking to reach the legal market, or to improve that reach. He has worked with over 3,000…
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The Law Firm Financial Documentation You Need with Joyce Brafford
27:12
27:12
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I talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Jo…
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EP 260 - Jean Oursler - Unleashing Your Inner Salesperson for Business Development
37:05
37:05
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Dr. Jean Oursler is The Results Queen. Dr. Jean works with financial advisors, financial planners, lawyers, accountants, entrepreneurs, and business owners to increase their new business development by 25% with just five hours a week. Working with a Harvard Neuroscientist, she developed the Caveman Brain Domination System to increase your new busin…
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The AI Software Landscape for Lawyers; AI in E-Discovery with Cat Casey
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45:12
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So much of our communications and societal existence is housed online, so e-discovery is the major way we gather evidence. Jared talks with Cat Casey about the AI spectrum within the e-discovery world, explaining the many ways varying elements of machine learning and AI have created more powerful tools for attorneys. They also discuss the promising…
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Law Firm Hiring in a Competitive Environment with Joyce Brafford
31:34
31:34
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I spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18…
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EP 259 - Ryan Saba - The Art of Trial Law: Winning Strategies and Stories
36:24
36:24
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Ryan Saba is a Partner and Trial Lawyer at Rosen Saba, LLP. As a civil trial and litigation attorney, Ryan's practice consists of prosecuting and defending individual, class action and mass action claims. He has considerable experience in a wide range of federal and state civil litigation and trial matters, including consumer litigation, employment…
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First Impressions: Law Firm Website Edition with Bruce Policky
25:21
25:21
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I spoke with a tech advisor about everything there is to know about building websites. Episode Highlights 02:11 Bruce’s choice for the winning team in the ongoing tournament 03:16 What the Tab3 is about 05:27 Developing and selling websites 07:13 The cost structure of building out websites 09:07 Website content, SEO, and how to meet client expectat…
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Stuck in the Middle: Tech in Elder Law with Jamie Haroutunian
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28:40
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I talked to an elder law attorney about how leverages tech with his clients, and when he doesn't. Episode Highlights 03:59 Transition to discussing elder law practice and Jamie's move from Haroutunian Law Office to Priority Law 07:42 Separating the younger group from the more senior staff 09:54 Their process of assessing clients 12:07 Push to autom…
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EP 258 - Mark O’Mara - The Intersection of Law, Media, and Public Opinion
26:43
26:43
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Mark O’Mara is the Owner of the O’Mara Law Group. Mark has been a fixture in the Central Florida legal community since 1982. While he started his career as a prosecutor for the State Attorney’s office in Seminole County, he crossed to the other side of the courtroom and has served as a defense attorney ever since. Mark is one of the very few lawyer…
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LegalTech Trends in the Mid-Market with Jennifer Sherman
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Jennifer Sherman from Caret Legal came onto the podcast, to talk over some of the hot legal tech trends in the mid-market for law firms - including leveraging technology, upskilling staff and working remotely. Episode Highlights 04:17 What Caret Legal is 08:49 How legal practice management solutions like Caret can help automate repetitive tasks, le…
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Superior Sketch Comedy; Opting Out of Legal Tech; & “Stuck in the Middle With You”
43:47
43:47
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Sometimes, legal tech is the perfect solution for the needs of your law firm, but sometimes, lawyers need to look outside the legal tech world at other technologies that can serve their legal practice better. Emily Gordon has always been a tech-forward attorney, and she’s got tons of recommendations for non-legaltech tech tools that have become the…
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EP 257 - Allison Johs - LinkedIn for Lawyers: Unlocking Success
32:55
32:55
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32:55
Allison Johs is the President of Legal Ease Consulting, Inc. Allison provides business development, marketing, social media, and practice management coaching and consulting services to lawyers to improve their productivity, increase profits and enhance their business. The goal of Legal Ease Consulting is to make the practice of law more enjoyable f…
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How Marketers Take Advantage Of Law Firms: A Field Guide From The Inside with Conrad Saam
32:46
32:46
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I talked to a digital marketing agency owner, who gave me the real story about shady behavior from legal marketers that you should watch out for. Episode Highlights 06:01 The issue of getting locked into technologies without ownership or control over data 09:02 Defining what a viable lead is and how a good process integrates several systems 16:24 W…
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EP 256 - Jim Sullivan - Demystifying AI in eDiscovery
28:17
28:17
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Jim Sullivan is the Founder of eDiscovery AI and author of the new book The Book on AI Doc Review: A Simple Guide to Understanding the Use of AI in eDiscovery. With over a decade of experience consulting on predictive coding and analytics use, Jim has a passion for analytics and calculates recall and precision metrics in his sleep. His life is a no…
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Data Management Via Technology For Law Firms with Chris Fritsch
28:00
28:00
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28:00
I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets. Episode Highlights 03:49 The importance of good and reliable data for lawyers, its role in law practice, and common mistakes around data management 04:32 How law firms are dealing with data handling 12:20 CRM and En…
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Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain
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37:07
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For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and ho…
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EP 255 - Luis Scott - Creating a Branding Playbook
28:58
28:58
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Luis Scott is the Owner of 8 Figure Firm™️ Consulting. Luis revolutionized the legal profession by empowering fellow legal professionals to optimize and expand their practices, achieving unprecedented success in yearly predictable revenue and beyond. With over 20 years of experience in the legal industry, including as the managing partner of a succ…
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LegalTech & Work-Life Balance In A Small Firm with Erin McBee
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I spoke with a small law firm owner about how she uses technology to maintain a positive work-life balance, for her and her staff. Episode Highlights 05:29 Erin’s journey of becoming a lawyer and starting her own law-practice for flexibility 09:18 What it’s like setting up a law practice twice 14:25 Technology used in Erin's practice and her sharin…
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3 Simple Rules for Safer GenAI Use; AI’s Role in Legal Practice; and “Brother Up”
42:12
42:12
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Adjusting to the new and persistent presence of AI in the legal world isn’t easy, but it is necessary. Jared welcomes brothers Justin and Luc Cary, an attorney and software engineer, respectively, to unpack the current state of AI in business and legal uses. They discuss current safety issues, emerging guardrails, best practices for research, AI in…
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EP 254 - Shireen Hilal - Communication Leads to Transformation
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Shireen Hilal is the CEO of Maior Strategic Consulting. Shireen founded Maior Strategic Consulting on the premise that "good enough" hasn't ever been good enough for her, and her holistic approach to consulting comes from practicing law for 10 years at AmLaw100 firms, serving as the inaugural COO of a national firm, building the growth division of …
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How to Use Technology to Prepare For Your Conference with Janet Falk
28:02
28:02
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I talked with a public relations expert about how lawyers should prepare for, engage at and follow up after a conference. Episode Highlights 02:16 The premise of Janet’s company and how it works with attorneys on their public profiles and relations 04:27 Some of Janet’s favorite conferences to attend to 06:38 Steps to get ready when attending a con…
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EP 253 - Ryan Kimler - Beyond the Balance Sheet: Secrets to Building a Profitable Business
35:31
35:31
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Ryan Kimler is the Founder and Owner of The Net Profit CFO. Ryan helps business owners with one clear path to a growing and more profitable business. As the founder of The Net Profit CFO, he helps business leaders clearly see what is holding their business back from making more profit and more cash flow. Business owners seek Ryan out for his financ…
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EP 252 - Nathan Schlaffer - The Intersection of Technology and Marketing
28:58
28:58
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Nathan Schlaffer is the Founder and CEO of MarketMate AI. Nathan leads MarketMate AI's product development, marketing, and sales efforts. At MarketMate AI, they're breaking down barriers to accessing high quality, personalized B2B marketing content with the power of AI. Their platform is a game-changer for B2B marketers, small businesses, and agenc…
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How To Choose LegalTech Software with Rachel Edwards
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I spoke with a law firm consultant about how to select the best hardware and software for law firms. Episode Highlights 03:42 How the Oregon State Bar Professional Liability Fund provides legal malpractice insurance and their range of services 07:11 What firms should be looking at when getting a legal software 12:21 The checklist when doing assessm…
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Going Back to Basics: Strengthening Your Firm's Foundations with Joyce Brafford
36:03
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For the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that …
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