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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294: Google NotebookLM (plus AI in the Courtroom)
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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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293: Want to Travel the World While Practicing Law? Here’s How Brian Dixon Made It Happen
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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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292: The Keys to AI-enhanced Legal Writing (with Ross Guberman)
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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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291: Judge Scott Schlegel Explores the Use of AI in the Court System
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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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289: The Best AI Note-Taking App for Lawyers
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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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288: ABA Ethics Opinion on Lawyers use of AI
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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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287: Social Media Marketing: 5 Pro Tips for Lawyers
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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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286: Online Workspaces for Modern Law Work
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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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285: 6 Key Systems for Lawyers (with Kristen David)
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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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284: Get Better Clients Using Conversational Emails
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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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283: Finding & Working with Overseas VAs (with Gabriel Marous)
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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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282: Sensible & Satisfying Productivity (with David Sparks)
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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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281: The 5 Biggest Mistakes in Using Technology (and How to Avoid Them)
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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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280: Update on Generative AI Chatbots & How Lawyers Can Use Them Safely
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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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279: LinkedIn Networking: How to "Work the Room"
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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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278: How to Get More Out of Podcasts You Listen to (Snipd)
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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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277: Traction Business Coaching for Law Firms (w/ Kellam Parks)
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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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276: Privacy vs Security: Top Tips to Avoid Hackers
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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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275: Frictionless Scheduling (with Calendly, etc.)
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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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273: Digital Nomadism - Part 2 (with Megan Hargroder)
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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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272: Legal Malpractice Insurance Made Easy
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52:39
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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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271: Automating Documents & Productizing Your Services (with Dorna Moini)
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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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270: Build a Successful Law Firm and Run it While Living in Europe
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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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269: Master of Tech, Deficient in Delegation (Interview with lawyer Brandon Siegal)
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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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268: Modern Note-Taking for Lawyers with Obsidian
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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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267: Getting The Most out of Microsoft 365 - Part 2
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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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266: Getting The Most out of Microsoft 365 - Part 1
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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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265: Digital Nomadism for Lawyers (with Megan Hargroder)
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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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264: The Legal Singularity - How A.I. will Improve Our Profession (with Ben Alarie)
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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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263: New Tech Effectiveness Assessment for Lawyers
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22:19
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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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Essential Tech Tools & Tips (with Adriana Linares)
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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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Overture.law - An Innovative New Way of Getting & Making Referrals
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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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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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A Celebrity Actor Shares Law Practice Insights (Surprise Guest)
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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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Streamlining Operations using Agile Methodology (John Grant)
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Are you ready to revolutionize your law firm's operations and witness a substantial boost in productivity and profitability? Join me for an enlightening conversation with John Grant, a renowned lawyer and consultant who has mastered the art of streamlining law practices for maximum success. Together, we explore the Kanban method for visualizing wor…
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Using Airtable Databases to Help Run a Small Law Firm (Jess Birken)
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In this podcast episode, I had the pleasure of chatting with Jess Birken, a small firm law owner who specializes in helping nonprofits. As someone with an entrepreneurial spirit and a tech-savvy approach, Jess shared her insights on how technology has revolutionized her practice and how others can optimize their own businesses. One of the key topic…
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Get Staffed Up with Remote Workers in Latin America (Guest: Brett Trembly)
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In this episode, Brett Trembly, a business lawyer and founder of Get Staffed Up, shares how his company helps law firm owners hire talented virtual assistants from Latin America. He discusses his new book, which sets forth a 24-month game plan for hiring seven specific positions. He also explains the best practices for working with virtual assistan…
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A Practicing Lawyer's Perspective on ChatGPT (Enrico Schaefer)
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Discover the transformative power of ChatGPT technology in the legal industry as Ernie sits down with Enrico Schaefer, an attorney with over thirty years of experience in technology and IP law. Learn how Enrico leverages AI tools and third-party applications to revolutionize his practice, streamline communication, and optimize his workflow. Join Er…
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Gumbo, ChatGPT & Systems (with Matt Granda)
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In this episode I briefly discuss gumbo, ChatGPT and a new development in my Systems program. You'll also hear from Matt Granda, the managing partner in a P.I. law firm who is serious about systematizing and improving his firm's operations. Show Notes Matt Granda's LinkedIn page Claggett & Sykes website (Matt's law firm) Click for a list of the Bes…
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Hiring & Working with Overseas VAs (with Joey Vitale)
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48:35
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Joey Vitale practices trademark law in Chicago and got so busy he needed to hire overseas VAs from the Philippines. Then he started teaching other lawyers the benefits and methods of working with overseas VAs. Learn the best ways of hiring and working with remote VAs in law practice. And discover the "Holy Grail" metric for uncommon law firm succes…
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Building Accountability Charts & Tracking Portals (with Melissa Shanahan)
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Business coach Melissa Shanahan discusses how she helped a small group of law firm owners build a dashboard for tracking key metrics in their practices (i.e., a "tracking portal"). She also showed them how to define the various roles for work done in the firm (now or in the future) through an "accountability chart." Show Notes Velocity Work (Meliss…
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The legal profession is changing rapidly, and lawyers must adapt quickly. Discover the best way to work and thrive in the modern world. (hint: trial & error is the worst way). Show Notes Click to download the list of Best Systems & Tools for Lawyers Subscribe to Substack newsletter: The 80/20 Principle Learn more about the Law Firm Systems Workshop…
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Modern Systems for Virtual Law Practice - Part 2
31:09
31:09
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Lawyers increasingly work remotely or in virtual environments. That means we need new ways of better organizing, communicating, and collaborating in this digital/virtual world. The first part of two that examines how to make this happen, so our practices run more smoothly. Show Notes Click here to download the PDF list of recommended tools (and oth…
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Modern Systems for Virtual Law Practice - Part 1
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38:13
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Lawyers increasingly work remotely or in virtual environments. That means we need new ways of better organizing, communicating, and collaborating in this digital/virtual world. The first part of two that examines how to make this happen, so our practices run more smoothly. Show Notes Click here to download the PDF list of recommended tools (and oth…
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Last week's release of GPT-4 has stunned people because of its amazing new capabilities for interpreting requests, finding and synthesizing information, as well as writing coherent summaries. It even scored in the 90th percentile on a bar exam, which means it can handle legal information as well. In this episode you'll find out what GPT-4 is and ho…
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If you can create an information product for potential clients to get a meaningful result, they will trust you more and possibly hire you later for full-scope work. Many lawyers are now productizing their legal services, and in this episode, we discuss why you should do this, the best way to start, and the small hurdles to surmount to make it happe…
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Cybersecurity is essential in all fields, but especially in law firms, where there is so much sensitive information stored on computers. Learn how to protect yourself in this episode. Show Notes The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch Richard Koch on Mastering the 80/20 Principle (Tim Ferriss's interview with Ri…
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How to run a new law practice without any prior business skills (with Chris Earley)
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Chris Earley had no idea how to run any business when he graduated from law school in 2004. But he figured it out through a series of strategies and tactics, which you'll learn about in this episode. Show Notes Give and Take: Why Helping Others Drives Our Success, book by Adam Grant Never Eat Alone: And Other Secrets to Success, One Relationship at…
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