Musings on running an optimal, profitable, and predictable law firm.
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Helping Social Security Disability practices all over the United States become more successful & more profitable with marketing and law firm business systems. The Powerhouse Practice Podcast - SUPERCHARGING Your Social Security Disability Practice with Nancy L. Cavey.
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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Most business owners avoid documenting their core business processes (even though they’re key to building a business that works without them) so we decided to do if for them. We interview industry experts and have them share their best small business systems and processes. Our team then converts those interviews into procedure templates that you can duplicated, customised and deployed within your business. It’s the quickest, easiest and efficient way to build a systemised business.
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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This is Financial Clarity, the podcast dedicated to helping service-based small business owners achieve financial success. Join us as we demystify financial concepts, get practical tips from seasoned entrepreneurs, and discover strategies to increase profit and value.
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031. Tech Improvement Should Be Step 3. Don’t Skip Steps 1 & 2.
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Are you a struggling solo attorney trying to get more clients in the door? Before you turn to an expensive technology solution, it's important to take a step back and fully understand the nature of the problem you're trying to solve in your law practice. I'm all for utilizing tech, but it's dangerous to imbue technology with too many magical proper…
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Best of Pioneers and Pathfinders: Ilona Logvinova
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Today we’re replaying our episode with Ilona Logvinova. When we spoke with Ilona, she was managing counsel for McKinsey Digital and Head of Innovation for McKinsey Legal. Since then, she has become director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP. In our discussion, Ilona talked about her unique role at McKinsey, reimagining …
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Simple File Organization System with Shawn Lemon
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In this latest episode, we're diving into the realm of digital decluttering and efficiency. Learn the importance of a simple file organization system that can be applied to Mac, PC, and Cloud platforms. Our expert guest, Shawn Lemon, founder of The Digital Organizer, shares invaluable insights on streamlining digital workspaces, making it easier fo…
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030. From Solo to CEO: Lessons in Building a People-First Law Firm with Justie Nicol
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Do you feel like you're stuck on the hamster wheel of your law practice, constantly working on being more productive as an individual, but never getting ahead? It's time to explore how shifting your mindset from individual excellence to team excellence can help you break free and build a thriving, sustainable firm. Tune in this week to discover cri…
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Board Leadership in the Era of Artificial Intelligence
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Last week, our virtual roundtable series returned with a fourth installment focusing on the company boardroom and how boards of directors can successfully navigate the high-stakes leadership decisions that are emerging with the rise of generative AI. Our panelists—Marissa Geist, Chief Executive Officer at Cielo Talent; Camille Olson, Partner at Sey…
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Engaging your team around process improvement is a vital part of successfully implementing changes in the way you work in your law practice. When everyone is on the same page, working toward the same goals while you empower each member of your team to demonstrate leadership in their field of expertise, process improvement becomes an easier proposit…
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028. 3 Signs Your Law Practice Is Over Capacity
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Are you struggling to keep up with your law practice workload, like there's never enough time to get everything done? You may be operating at or over your practice's ideal effective capacity, meaning just one or two small tasks added to your team's workload could potentially grind everything to a halt. In this episode, you'll discover the three key…
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Today we welcome back to the podcast Jacqueline Schafer, founder and CEO of Clearbrief. Jacqueline is an entrepreneur who previously worked as a Paul Weiss litigator, in-house counsel, and assistant attorney general. Clearbrief is a legal tech company with the goal of transforming the legal writing process. Last year, the company launched its own s…
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027. The Advantages of a First-In, First-Out Policy
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A common piece of conventional wisdom around how law firms prioritize their work is that they should organize everything around deadlines and due dates. While deadline-driven prioritization does have a place, it's my experience that there's a better technique that law firms should be adopting as their default prioritization method: first-in first-o…
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This week, we welcome Kimberly Fine and Neil Handwerker, co-founders of ex judicata, an organization which helps lawyers seeking new careers in other fields. Neil started as a law firm associate, but soon left practice to pursue business. Prior to developing ex judicata, he worked in legal recruiting for 15 years, placing partners and associates in…
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How to Scale a Home Building Company with Ryan Stannard
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In this latest episode, get inspired by how implementing systems and processes not only propelled a solo carpenter's growth to managing a $15 million custom home business but also allowed for personal freedom and scalability. Dive into the full conversation to discover the practical steps, mindset changes, and strategic implementation of systems th…
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Are you ready to transform your team's productivity from the ground up? David Allen, author of the groundbreaking book "Getting Things Done," explores the application of GTD principles in a team setting. This could be a turning point for your team. Whether you want to reinvigorate an established team or lay the foundations for a new one, you will l…
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Why is the concept of "start with what you do now" crucial for creating meaningful and durable change in your law practice? This principle helps you understand your current processes and the people involved in them, recognizing why you are where you are, so you can make more informed decisions about how to move forward. Tune in this week for a dive…
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Today we're joined by a true pioneer in the legal profession: Sanjay Kamlani, founder and CEO of Maker5, a law firm innovation advisory and software development services business that also builds new legal industry startups through its venture studio. Sanjay started his career as an international tax lawyer at PricewaterhouseCoopers (PwC), focusing…
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025. Following Your Law Firm Strategic Plan with Melissa Shanahan
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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Keith Maziarek joins us on the podcast today. Keith is Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Keith entered the legal world as a Marketing and Communications Manager at the ABA, where he learned about working with lawyers, as well as the business side of the industry. He later went on to serve as a business deve…
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024. Sticking with Change When Change Gets Hard
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Visualizing your work on a Kanban Board can be a life-changing improvement to your and your team's overall productivity. But adopting the board as a tool and the Kanban method more broadly can be a little uncomfortable at first, especially when you see all of your to-dos laid out in one place. So, how do you stick with change, like using a Kanban B…
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Best of Pioneers and Pathfinders: Cindy Cohn
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In honor of Independence Day, we're revisiting our discussion with Cindy Cohn, executive director at the Electronic Frontier Foundation (EFF). For many years, Cindy has been a champion for civil liberties in the digital space. In our conversation, she spoke about the EFF's history and mission, as well as the human rights issues she focuses on today…
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The lawyer shortage is a complex issue with multiple factors at play, but the impacts are becoming apparent everywhere, from the public defender crisis to the civil access to justice gap, to the fierce competition for hiring and retaining mid-career associates. But what are the roots of this lawyer shortage? Tune in this week to discover what I bel…
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Today’s episode is part two of our conversation with Steve Harmon, chief operating officer and general counsel at Elevate. Last week, Steve spoke with us about why he decided to become a lawyer, his insights on the business of law, working in Cisco’s legal department, and how he co-founded CLOC.In the second half of our discussion, we talk to Steve…
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How To Scale Your Supplement Business - Case Study with Haley Santos
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Scaling a supplements business with systems. Listen to Haley Santos, Systems Champion at BiOptimizers - a thriving health and supplements company. In this episode, Haley shares her journey and experiences in the role, offering insights on transitioning into a Systems Champion position, the specific traits of an exceptional Systems Champion, and how…
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022. How to Write Effective Law Firm Policies
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I've spoken before about the importance of making policies explicit. But what does it mean to draft an effective policy in your law firm? Tune in this week to discover what I believe are the elements that comprise a good policy, and learn how to get your team on board in implementing your policies. I share a template for writing effective policies …
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The People Part Process With Annie Hyman Pratt
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Join our deep dive with Annie Hyman Pratt who shares her expertise on ·The People Part' of business, aka the heartbeat of every great company! With her track record of scaling Coffee Bean and Tea Leaf to 70 stores, she knows how to build strong teams and leaders. Support the show: https://www.systemhub.com/podcast See omnystudio.com/listener for pr…
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021. You Can't Scale Your Way Out of a Sustainability Problem
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One of the features of modern business is that there's tons of pressure to grow, scale, and do more with less. Lawyers and their teams aren't exempt from this expectation. It makes sense to leverage our resources and our impact. However, growth for the sake of growth isn't necessarily the healthiest approach for your business, or for the people in …
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In this week’s episode, we speak with Steve Harmon, chief operating officer and general counsel at Elevate, a company that provides software and services for the intersection of business and law. Like many of our guests, Steve has had an unconventional—but truly fascinating—career path. While attending undergrad at BYU, he and some of his classmate…
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020. The “Really Check:” Fostering Accountability with Jess Birken & Meghan Heitkamp
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In past episodes, I’ve talked in detail about individual practices and how the Kanban method has upleveled them, and today’s show provides living proof. That’s because I’m talking with two clients of mine, Jess Birkin and Megan Heitkamp, of the Birkin Law Office, about the start of their practice and how they’ve transformed their business with syst…
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Today we're joined by Carolyn Elefant, a change-maker in energy and environmental justice law specifically, as well as the legal profession generally. Carolyn is an attorney and an author, blogger, and legal innovation influencer at MyShingle.com. She started as a lawyer at the Federal Energy Regulatory Commission (FERC). After working in a law fir…
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019. Fit for Purpose: Designing Legal Services To Meet Client Needs
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Have you ever put a ton of time and attention into a piece of legal work only to realize that it's not quite hitting the mark for your client? Or maybe you've delivered a technically flawless document, but your client’s just sort of “meh” about the whole thing, like they just don't seem to be satisfied? Tune in this week to discover how the Fit for…
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Our guest today is Stephen Allen, a leading market expert and innovator in the legal world. Among his many roles, Stephen is EMEA Lead at Lotis Blue Consulting, which utilizes data and behavioral science to help companies with their growth and transformation. Stephen is also Chief Scout at Trampelpfad, which delivers innovative, established paths t…
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018. Understanding "Jobs To Be Done" to Unlock Hidden Client Needs
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Most lawyers think of their intake form as something that they need to send to the client so they can get the information they need to actually do the legal work their client requires. But what if we shifted the perspective and instead asked the question, "What is the job that my client is hiring my intake form to do?" Tune in this week to gain a d…
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Today we welcome a true pioneer and one of the first legal operations professionals in the industry, Connie Brenton. Connie is CEO and founder of LegalOps.com—a community bringing together the legal ecosystem to drive competitive advantage. She has over 20 years of expertise and innovation experience in the industry, building community, and driving…
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How to Scale A Law Firm with Callie Saulsburry
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Looking to transform your law firm into a scalable business? Systems are key. This case study profiles Crow Estate Planning and Probate's journey leveraging SYSTEMology to streamline operations and power strategic growth. Hear directly from the firm's Systems Champion, Callie Saulsburry, as she shares valuable insights and experiences from this tra…
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017. How Minimum Viable Products Can Improve Efficiency AND Quality
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As you work to meet the high standards you set for yourself, it can become impossible to get tasks all the way through to done. However, in today's episode, I'm bringing you a framework that will help counterbalance your natural tendency to overbuild in the early stages of developing a process or product, so you can ultimately land on a higher-qual…
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Join us as we unlock the secrets of Lean Marketing with marketing expert Allan Dib. Discover how to harness the compounding effects of this strategic approach in your own business. This episode is a deep dive into the tactics that promise high impact with minimal waste. Support the show: https://www.systemhub.com/podcast See omnystudio.com/listener…
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Our guest today is a prolific connector and skilled executive coach in the legal industry. David Cowen is the founder and president of The Cowen Group and founder of the Summit on Legal Innovation and Disruption (SOLID). David started in staffing and recruiting, where he learned more about the art of making connections. Years later, as the demand f…
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016. Aligning Your Firm's People and Systems with Tim Lennon
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You've heard me talk about the individual practices and concepts from the Kanban method, but today's episode is an exciting opportunity for you to learn from one of my teachers in this world of Agile, Kanban, and Lean: Tim Lennon. Tim shares his experiences using and teaching the core practices of the Kanban method (like making work visible, limiti…
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Today we're joined by Kris Niedringhaus of Georgia State University College of Law. Kris has a few roles at the law school: associate dean for Library, Information Services, Legal Tech & Innovation; faculty director of the Legal Analytics & Innovation Initiative; and clinical professor of law. For over two decades, she has been a law librarian and …
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015. Mastering Effective Handoffs in Your Legal Practice
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Handing off work, especially multiple back-and-forth handoffs, can be a huge source of delay and rework in your law practice. Tune in this week to discover how to be more effective when handing off work in your legal practice, minimizing the negative effects of ineffective handoffs. Rework is a harmful form of waste in your practice, so you’ll lear…
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This week, we welcome Leah Molatseli, founder of Contract Alchemists, a company with the goal of modernizing legal teams through legal operations, agile methodologies, and technology. Leah has over 10 years of experience in the legal field, and has a certificate in Entrepreneurship and Innovation from the University of Notre Dame. After practicing …
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Junior Business Process Manager - Case Study with Kaleb Grant
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Considering hiring a Systems Champion for your organization? Learn from Lime Therapy's Process Champion, Kaleb Grant! In this interview, Kaleb discusses collaborating with owners Renee and Matt Kelly to implement systems. He explains the benefits of systems, especially for onboarding new staff. Systems allow employees to feel confident and provide …
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014. How to Prioritize Work Within Your Law Practice
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Ever started your Monday already swamped with emails and tasks, all competing for your attention? Determining the best sequence to tackle these tasks is crucial for maximizing your effectiveness throughout the week and beyond. In today’s episode, I introduce a structured framework that enhances your ability to prioritize demands effectively, helpin…
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Today’s guest is helping people understand technology concepts and jargon so that they can succeed in the digital age. Sophia Matveeva is the founder and CEO of Tech for Non-Techies, an education and executive coaching company that was inspired by her previous experience starting a tech company and struggling to communicate with developers. Through…
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How To Improve Your Onboarding Process with Brad Giles
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Here's how to bring new hires to the point of being effective - faster! In this interview with Brad Giles, author of "Made to Thrive" and "Onboarded," we uncover the secrets to turning your onboarding process from an afterthought to a key driver of employee success and retention. Support the show: https://www.systemhub.com/podcast See omnystudio.co…
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If you’re like a lot of attorneys, one of the more significant sources of overwhelm in your law practice comes from the sheer volume of emails and other communications you have to process in the course of your day. In today’s episode, I share my recommendations for designing a better communications policy for creating more effective, efficient comm…
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Today we welcome Sue Bunnell, Assistant General Counsel & Executive Director at Wells Fargo, and a career catalyst. Sue has been with Wells Fargo for over two decades, serving many different functions. In her current role, she partners with senior business, risk, and compliance leaders. She also oversees the Catalyst Program, which helps high-poten…
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012. Principles for Legal Design with Alexandra Devendra
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One of the hardest things to recognize in a law practice is how the default way in which lawyers approach and deliver their work creates barriers to access for everyday people trying to reach that lawyer’s services. So, how do you identify it and what can you do about it? This week, Alexandra Devendra, founder of design-focused B Corp law firm Alig…
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Today’s guests, Lisa Colpoys and Mark Chandler, help lead the Filing Fairness Project at the Deborah L. Rhode Center on the Legal Profession at Stanford Law School. This project is an ambitious, multijurisdictional effort to modernize court filing systems, widen access to courts, and improve the administration of justice by leveraging readily avail…
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How do you know that you’ve done enough to meet the standards you’ve set for your law practice? Today, I have two specific tools that work beautifully together and amount to a specific type of quality standard policy that you can implement within your law practice. Tune in this week as I share two important parts of the Agile Framework - Definition…
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Our guest today is Stephen Embry, a legal tech guru and longtime lawyer. Among Stephen’s many endeavors is TechLaw Crossroads, a blog devoted to the practical impact of technology and innovation on law practice. He writes frequently on the clash of cultures between tech and innovation on the one hand, and the traditional, precedent-grounded legal p…
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If you don’t have explicit policies, it becomes incredibly difficult to develop any consistency around how and when you deliver your work. Tune in this week to discover the importance of establishing simple but clear policies in your law practice. Those policies are going to be the key to improving the quality and consistency of your work product a…
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