Afleveringen
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Jonathan Mast, the founder of White Beard Strategies, discusses the transformative impact of AI and large language models on professional services, particularly within the legal industry. Jonathan shares insights on the efficiency benefits of generative AI, such as handling mundane tasks and drafting documents, emphasizing how lawyers can leverage AI to save substantial time and align better with client expectations. He shares details about his consulting approach, which involves coaching teams to integrate AI into their workflows, thereby enhancing productivity without significantly increasing costs.
Jonathan also explores the evolution of AI, comparing the shift from typewriters to word processors to the current transition to AI tools. He advises that, unlike outdated methods, AI can offer significant advantages if properly implemented and utilized, either personally or by empowering administrative staff. Jonathan touches on the importance of specialized AI tools tailored to specific legal fields, the significance of contextual language understanding, and the need for lawyers to embrace these advanced technologies to stay competitive. He advocates for a subscription model in AI consultancy, similar to the modern legal practice models, providing continuous support and adaptation in this rapidly evolving field.
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Jeff Holman, founder of the law firm Intellectual Strategies, and his wife and operations lead, Brooke Holman, discuss their approach to running a fractional general counsel practice, primarily serving startups and scaling businesses. Jeff shares his background starting in Silicon Valley and moving to an in-house role before starting his own practice in 2018. The firm operates on various billing models, including flat fees, hourly rates, and retainers, but Jeff and Brooke are considering moving entirely away from hourly billing. They emphasize building the firm as a business, leveraging technology such as Monday.com, Calendly, Jotform, and various integrations to streamline operations and enhance client communication, allowing flexibility and scalability without compromising service quality. Brooke's role as an integrator complements Jeff’s visionary approach, helping to set up and manage efficient systems from scratch.
They explain their process for onboarding clients, utilizing a structured system to ensure clear communication and service delivery. They delve into the importance of aligning billing practices with client needs and expectations, suggesting that fixed fees and subscription models can foster better lawyer-client relationships compared to traditional hourly billing. Jeff and Brooke highlight their innovative use of technology and automation to maintain a lean operation, which allows them to offer their legal services at competitive prices while ensuring client satisfaction. They are also involved in building a community around the fractional general counsel space, indicating their commitment to both their clients and peers in reshaping the legal industry.
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Zijn er afleveringen die ontbreken?
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In the thirteenth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the shifts in legal service pricing in the ever-evolving tech-powered, AI-efficient world. They discuss the obsolescence of billable hours and advocate for value-based pricing models like flat fees and subscription services, explaining their benefits for both law firms and clients. Mathew shares insights on using a subscription model to offer accessible legal counsel and manage cash flow, leveraging his experiences with different tiers and project-based pricing. They emphasize the importance of clearly defining the scope of services, setting client expectations, and adapting pricing strategies to meet market demands, ultimately enabling firms to ensure profitability and client satisfaction.
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In the twelfth episode of How to Run a Law Firm in 2025, in Part 2 of a two-part topic, Lauren Lester and Mathew Kerbis discuss the integration of AI in legal practice, particularly focusing on the evolution of AI tools for lawyers. They highlight various AI tools like Google NotebookLM, Clio, MyCase, AffiniPay, Filevine, Perplexity, Notion, Paxton, and others, explaining how these can help law firms save time, enhance knowledge management, and improve efficiency. They emphasize the importance of effectively using AI prompts, staying updated with emerging tools through platforms like Perplexity and the website “There's an AI for that” and leveraging AI to transform legal research and document drafting. They also touch on legal-specific AI tools such as Paxton.ai for substantive work. They suggest that embracing AI and value-based pricing models like subscriptions and flat fees are crucial for modernizing law firm operations and ensuring sustainability in the evolving legal industry.
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Niki Black, Principal Legal Insights Strategist at AffiniPay, elaborates on the transformative impact of generative AI on the legal profession. She asserts that AI’s ability to enhance efficiencies and predict pricing structures will lead to the eventual demise of the billable hour, suggesting that AI’s integration will soon become indispensable in legal practices. According to Niki, sophisticated consumers of legal services like insurance companies and in-house counsels will drive the adoption of AI by expecting faster, more cost-effective solutions. These market pressures, alongside AI’s ability to provide insightful data analysis and predictive analytics, will compel law firms, especially boutique and midsize firms, to adapt or face being outcompeted.
Niki also touches on the ethical implications and potential risks of not adopting AI, likening future generative AI’s indispensability to past shifts like the adoption of cloud computing and social media awareness. She argues that AI will lead to more competitive and client-centered pricing strategies while alleviating some of the negative client experiences associated with hourly billing. Additionally, Niki highlights the emerging trend where AI's capabilities in legal practice management and billing software enable law firms to leverage their internal data for more profitable and efficient operations, emphasizing the rapid pace at which AI is expected to transform legal services.
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In the eleventh episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the role of AI in Part 1 of a two-part topic. They explore various AI tools, emphasizing tools like Claude for improving language tasks, Google’s NotebookLM for managing documents, and the deep research capabilities of Gemini. Lauren highlights her experiences with AI tools like Claude for enhancing daily workflows and reducing the fear around AI adoption. Mathew covers the importance of leveraging AI for both administrative and substantive legal tasks, mentioning the integration of AI functionalities in tools lawyers already use, such as Canva and Grammarly. The conversation also touches on the potential future of law firms, including custom app development through AI tools.
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In the tenth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the tools and essential software in Part 2 of a two-part topic. They explore various platforms for creating, managing, and securing legal documents, including CLE materials, document automation tools like Gavel, and communication apps such as Talkroot and Google Voice. Both emphasize the importance of data security, backups, and efficient password management, highlighting tools like Backblaze and Apple's integrated solutions. Additionally, they touch on marketing strategies, including the use of Canva, MailChimp, and social media engagement to increase visibility and attract clients. The episode concludes with recommendations for accounting software like Wave Accounting and productivity tools like Alfred for Mac users.
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In the ninth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the essential software tools in Part 1 of a two-part topic. They highlight the importance of using scheduling tools like Calendly and Acuity, payment processors such as Stripe and LawPay, and having a website for online presence. They also emphasize the value of document automation platforms, task management systems like ClickUp, and email management strategies. Both emphasize balancing cost and necessity, with an eye on future-proofing through integration and automation, while steering clear of the more complex AI discussions for a dedicated future conversation.
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After 29 years of practicing law, including significant time in both law firms and in-house roles, Aisha Jorge Massengill has launched her own subscription-based employment law practice under the brand Sedgwick Andrews. Named after places in the Bronx where she grew up, her firm offers tiered subscription plans with different levels of access and benefits for emerging to established businesses. She leverages modern tech tools like SixFifty, Calendly, and AI platforms to run her practice efficiently, while outsourcing tasks like design work to focus on providing value to clients.
Drawing from her experiences as a woman of color in the legal profession, Aisha emphasizes the importance of knowing one’s worth and walking in one’s truth. She describes leaving traditional corporate roles, where she rose to vice president level positions, to build something that allows her to serve clients on her own terms. Her approach focuses on building relationships rather than transactional interactions, and she grows her practice through a combination of organic networking, speaking engagements, and social media presence on LinkedIn and Facebook. She views the subscription model as particularly beneficial because it removes the pressure of billable hours and allows clients to access quality legal counsel without fear of running up large bills.
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Bob Glaves, the executive director at the Chicago Bar Foundation (CBF) for over 25 years, reflects on his journey from private practice to leading a foundation dedicated to promoting access to justice and supporting pro bono and legal aid efforts. Bob describes the numerous initiatives and challenges the CBF has undertaken, including the Justice Entrepreneurs Project (JEP), which helps public service-minded lawyers launch innovative practices to serve unmet legal needs. He highlights the significant market gap between those who qualify for legal aid and those who can afford traditional legal services, noting that initiatives like JEP aim to help entrepreneurial lawyers fill this void by adopting alternative business models and smart use of technology.
Bob also delves into the implications of AI and technology on the legal profession, stressing the importance of adaptive pricing models like subscription services and fixed fees. He emphasizes that the traditional billable hour model is becoming less viable, particularly as AI dramatically reduces the time needed for many legal tasks. Bob advocates for modernizing the regulatory environment and legal education to better prepare lawyers for these changes, noting that partnerships and networks, such as the Above the Line network, play a crucial role in supporting innovative legal practices. He underscores the pressing need for the profession to embrace change to better serve a broader spectrum of clients while maintaining ethical standards and delivering high-quality legal services.
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In the eighth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss essential hardware for running a law firm in 2025, emphasizing technological tools to enhance efficiency in Part 2 of a two-part topic. They cover topics such as the importance of camera and lighting setups for professional video calls, the benefits of using standing desks and working-treadmills for health, and the significance of high-quality microphones and sound treatment for clear audio in podcasting and virtual meetings. They also delve into audio mixers, various microphone setups, and practical tips for maintaining a streamlined, professional appearance during online interactions. They offer practical advice and personal anecdotes, aiming to help lawyers optimize their remote workspaces.
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In the seventh episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis the essential hardware needed to run a law firm in Part 1 of a two-part topic. They share their personal setups and evolving experiences with technology, highlighting the importance of having the right hardware for various tasks such as content creation, client meetings, and court appearances. Mathew explains his use of the Mac Mini, an ultrawide monitor, and a teleprompter for eye contact during virtual meetings, while Lauren describes her transition from a MacBook Air to a MacBook Pro and her use of a TV as a monitor. Both emphasize the significance of ergonomics, the practicality of leveraging iPads, and the innovative features offered by Apple’s ecosystem, like the Sidecar and Continuity Camera. The episode underscores finding a balance between necessary and advanced tech to enhance productivity and professional presence.
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Dazza Greenwood, a technologist turned lawyer, discusses the transformative potential of generative AI, particularly in the legal field. Greenwood’s background includes public sector work, law practice focused on technology, and current work assisting companies and governments with technology rollouts, especially where legal or regulatory constraints exist. He also maintains a research affiliation with MIT, focusing on the “over the horizon” implications of technology. Greenwood expresses excitement about the current generation of AI, emphasizing its ability to handle nuanced, qualitative tasks previously beyond technological reach. For Greenwood, generative AI bridges his dual interests in technology and law.
Greenwood highlights the shift from traditional AI to generative AI, which he believes is revolutionizing how computers perform cognitive tasks. He draws parallels between how humans acquire language and how LLMs comprehend unstructured data. He also discusses the emergence of “agentic AI,” where AI is wrapped in applications to perform complex tasks, and how it can revolutionize law firms. Greenwood believes firms that effectively integrate these multi-agent systems will gain significant advantages in cost structure, quality, and speed, ultimately changing the landscape of legal services. He encourages lawyers to experiment with AI tools and explore new business models to remain competitive in this evolving field.
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In the sixth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss how they evaluate and discover new technology for their practices. They emphasize the importance of identifying specific needs before adopting new tech tools and warn against “shiny object syndrome.” They discover new technology through various channels including podcasts, ads, client recommendations, and industry newsletters. They stress the importance of hands-on testing through demos before committing to new software and discuss how they evaluate the cost-benefit ratio of tech investments, particularly for flat-fee practices where hourly calculations don’t apply. They note that while legal-specific technology often lags behind general business tools, they prefer “best of breed” specialized solutions over all-in-one platforms. They also discuss the importance of regularly reviewing their tech stack to eliminate unnecessary subscriptions and ensure their tools remain cost-effective. They suggest tracking software and subscription costs to help make informed decisions about new technology investments.
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Does having a streamlined and automated practice sound too good to be true? Well, if you've ever been unsure about how to leverage a tool like Gavel to help you do just that, Brittany Hernandez is offering FREE hands-on automation trainings using Gavel. Slots are limited, so make sure to register right away. And when you do let Gavel know that I sent you.
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In the fifth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss strategies for pitching legal services and creating marketing materials. They explore the challenges of crafting effective elevator pitches, particularly when handling multiple practice areas. The hosts share their experiences with different pitching approaches, including Kerbis’ memorable marketing jingle and Lester’s focus on “protecting your peace.” They emphasize the importance of using simple, non-legal language and focusing on solving client problems rather than highlighting attorney credentials. They delve into practical marketing tools, with both hosts praising Canva for creating professional marketing materials like flyers, business cards, and one-pagers. They stress the value of in-person networking events for practicing and refining pitches, even for practice areas that might not seem obviously suited for business networking. The hosts recommend the StoryBrand framework for defining client problems clearly and suggest that marketing materials should prioritize client benefits over attorney qualifications. Throughout the discussion, they highlight the importance of authenticity in marketing and the need to adapt pitches for different contexts and audiences.
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In the fourth episode of How to Run a Law Firm in 2025, Mathew and Lauren discuss their approaches to law firm marketing and client acquisition. They share their strategies for managing initial client contact, emphasizing the importance of streamlined processes like online scheduling and clear website communication. Both eschew traditional “About Me” pages on their websites in favor of problem-focused content. Their marketing approaches differ: Kerbis focuses on in-person networking and community involvement, while Lester emphasizes video content and YouTube presence. They discuss the importance of creating content that provides value to potential clients, whether through educational videos, podcasts (like Kerbis’ “Law for Kids Podcast”), or newsletters. Both emphasize the benefits of batch content creation and maintaining consistent posting schedules. They stress the importance of authentic marketing that aligns with an attorney’s genuine interests and values, rather than using aggressive sales tactics.
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Law firm partners Damien Weinstein and Brian Klein discuss their journey of founding Weinstein + Klein, a New Jersey-based firm, after leaving their previous positions at larger firms about six years ago. The two attorneys share their early experiences of starting a firm with minimal resources and learning through trial and error. They emphasize their focus on being a good business rather than just a good law firm, with Weinstein handling corporate transactional work and Klein focusing on employment law and litigation.
The partners detail their recent transition to a subscription-based billing model, moving away from traditional hourly billing. They explain how they discovered this model when a client requested a flat monthly fee, and how they've since refined their approach to include regular client updates, proactive communication, and will incorporate comprehensive monthly summaries of work performed. While they acknowledge some challenges in convincing established clients to switch to the subscription model, they highlight the benefits, including better client relationships, more proactive legal work, and the ability to provide value beyond traditional legal services. The partners note that their subscription model allows them to serve as fractional general counsel for small and mid-sized businesses at a cost significantly lower than hiring traditional in-house counsel.
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In the third episode of How to Run a Law Firm in 2025, Mathew and Lauren discuss how lawyers can continuously learn and stay updated. They explore various resources for both legal and business knowledge, emphasizing the importance of finding trustworthy content. Mathew discusses using bar association memberships and Lexology for legal updates, while both hosts stress the value of learning from non-legal business resources. They recommend podcasts like “This Week in Startups,” newsletters like Justin Welsh’s “Sad Saturday Solopreneur,” and mention valuable legal resources like MyShingle.com and Laura Frederick’s “How to Contract.” They share their content consumption strategies, with Lauren preferring reading and podcasts like “Business Made Simple” and “Online Marketing Made Easy,” while Mathew listens to podcasts during daily activities like driving and household chores. They emphasize the importance of being selective with content, unsubscribing from unnecessary sources, and finding ways to efficiently consume information through methods like speed listening and time blocking.
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In the second episode of How to Run a Law Firm in 2025, Mathew and Lauren have a candid discussion about the importance of law firm naming decisions and practice pivots. The hosts share their experiences with different naming approaches - one chose a traditional surname-based name while the other opted for a descriptive name reflecting their niche. They explore how firm names can impact client perceptions, marketing, and the ability to pivot services later. The discussion then shifts to the challenges and process of pivoting law practices, emphasizing that such changes often take significant time and careful consideration. Lauren describes transitioning from family law to estate planning, tax, and prenups after nine years, motivated by burnout and work-life balance concerns. Mathew shares how he “burned the boats” and how it was hard to build a practice inside another law firm. They highlight the importance of having a support system when making major practice changes, the value of continuing legal education resources for learning new practice areas, and the need to overcome the sunk cost fallacy when considering a pivot. The hosts emphasize that while changing direction in legal practice requires intentionality and preparation, it is entirely achievable and can lead to greater professional satisfaction.
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