Episodios

  • What Are You Working For? Money, or Wealth. There’s a Difference.

    What Are You Working For? Money, or Wealth. There’s a Difference.
    Nov 25 2025
    Today’s episode is about you and your mindset as it pertains to generating wealth through your business. Guest Lauren A. Klein was a corporate attorney when she came to a crossroads, would she follow the corporate path and accept a paycheck, or strike out on her own and build wealth on her terms. She started by asking questions about how lawyers make money and build wealth. What does it actually mean to make partner at a firm? And she came to the conclusion that there had to be more, that she could do better on her own, knowing full well, as she says, running a law firm is “not for the weak of heart.” In addition to driving the elder law and estate planning firm Flourish Law Firm she co-founded with her best friend, she’s also the host of the podcast “The Wealthy Law Squad.” She learned from corporate law that getting a salary and spending it on lifestyle isn’t wealth. Wealth is investing, creating tools that generate passive income, and building net worth. What can you invest in today that gives you the financial freedom to do whatever you want later? A “wealth mindset” is about creating freedom, not being chained to the golden handcuffs of a paycheck. What are you working toward? Ask us anything for the Community Table. Leave us a question online! Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern. Mentioned in This Episode: The Wealthy Lawyer Squad podcast Clio
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    38 m
  • Community Table: From ClioCon 2025, Navigating a Tech Show

    Community Table: From ClioCon 2025, Navigating a Tech Show
    Nov 11 2025
    In this episode’s discussions around the Community Table, recorded in person at the October 2025 ClioCon legal tech conference: When you attend a legal tech conference such as ClioCon, how do you keep from being overwhelmed by the firehose of information and new tech tools. AI? E-discovery? Vendors? Marketing? It’s a lot. Working in a rural area, it can be difficult to find and hire new attorneys. Step up your recruiting marketing and consider that with today’s remote tools, maybe your next hire doesn’t have to live in your region. When hiring a non-attorney salesperson, how do you prepare them? Trying to teach them “the law” can be both irrelevant and perilous. Listening to potential clients and demonstrating how your firm can solve their problems is what matters. Ask us anything for the Community Table. Leave us a question online! Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern. Mentioned in This Episode: Highlights from ClioCon 2025 “Who: The A Method for Hiring” by Geoff Smart and Randy Street Clio ClioCon 2026, Oct. 26-27, 2026
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    27 m
  • AI Is Shaking Up the Legal Field (But Humans Are Still Vital)

    AI Is Shaking Up the Legal Field (But Humans Are Still Vital)
    Oct 28 2025
    AI helps us do a lot, and a lot faster. But there are still tasks that need the human touch. Guest Jens Erik Gould is the founder and CEO of the Amalga Group, a specialized staffing outsourcing service that helps tech and legal businesses (among others) find and employ cost-saving staffing services outside the United States but located close to the country, a function known as “nearshoring.” With services available in Latin America, close to the United States, Amalga Group helps legal services providers and law firms with tasks such as record retrieval, paralegal services, discovery, transcription, and legal assistance. By employing teams in Latin America, employers get a similar time zone and a close cultural fit. AI is making great strides accomplishing routine tasks such as contract review, document retrieval, billing, and summarization. But AI can’t (yet) match the human capacity for making ethical decisions, understanding and solving nuanced problems, and finding creative answers. Hear where Gould sees AI making gains and where it falls short and how law firms still need trained staffers to ensure accuracy and professional results, and how firms can adopt a hybrid model that leverages the capabilities of both AI and human near-sourced staffing. What will the new model look like, and how will successful firms meld tech and people? Ask us anything for the Community Table. Leave us a question online! Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern. Mentioned in This Episode: Clio Smokeball Filevine Westlaw LexisNexis Ray Kurzweil, “Singularity” books at Amazon Forbes article
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    34 m
  • Community Table: Origination Fees for New Hires, “It Gets Weird”

    Community Table: Origination Fees for New Hires, “It Gets Weird”
    Oct 14 2025
    In this episode’s discussions around the Community Table: How do you implement origination percentages when a new attorney joins the firm. What’s important is clarity, making sure everyone knows who originated the case (and how, including prior websites, phone numbers, and relationships) and how those payments will be calculated. What if your new hire has a few existing cases in the pipeline? Can a new hire continue to work independently to wrap up existing cases on the side? Would these cases involve your professional liability policies or include the new hire using the legal software your firm pays for? On any team, different members prefer different communication channels. But it’s important to develop consistent policies. Consistency matters because in a law firm, speed of retrieval trumps speed of information flow. The ability for any member to see the entire case at a glance is vital. Ask us anything for the Community Table. Leave us a question online Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern Mentioned in This Episode: “Come up for Air,” by Nick Sonnenberg Clio
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    29 m
  • Lights, Camera, Marketing! Making a Better Impression on Camera.

    Lights, Camera, Marketing! Making a Better Impression on Camera.
    Sep 23 2025
    How you appear on camera is how you appear to future clients. And today, you’re pretty much always on camera. Guest Kerry Barrett, an Emmy Award-winning television journalist, helps attorneys present their best self on camera, whether that’s on a Zoom call, on YouTube, or when being interviewed by a TV crew. Project authority, build trust, and attract high value clients through video. As Barrett says, that “little red light” can seem like the devil. It’s hard to avoid looking camera shy and stiff. But she taps into 20 years of on-camera experience to coach and guide attorneys. Being on camera doesn’t come naturally, it takes training and practice. Barrett’s lessons apply across the board, whether you’re a lawyer offering an expert opinion, a law firm marketer producing content, or an attorney coaching clients to appear on video in recorded depositions. Think it’s not important? The reality is that today we’re all pretty much on camera all day. You are how you look, and connecting with your audience matters. When the camera turns its eye on you, do you look genuine and engaging, or do you look like you’re reading a hostage note? Improving your video skills is no longer an option. Ask us anything for the Community Table. Leave us a question online Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern Mentioned in This Episode: “'I’m not a Cat': Lawyer Gets Stuck on Zoom Kitten Filter During Court Case,” The Guardian Previous appearance on the Legal Talk Network “The Caitlin Clark Experience; Being a Camera-Ready Professional; and ‘Candid Camera,’” on The Legal Toolkit podcast
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    40 m
  • Community Table: Ditching Billable Hours, Maximizing Earning Potential

    Community Table: Ditching Billable Hours, Maximizing Earning Potential
    Sep 9 2025
    In this episode’s discussions around the Community Table: The Un-Billable Hour takes on a very real move away from the “billable hour.” As Christopher says, the billable hour “is the worst thing that ever happened to law.” Clients pay for results, not time. Examine alternative fee structures as technology changes the practice of law. Young lawyers looking to maximize lifetime earnings have choices. Big firm partnership track or solo practice? Ask yourself if you have the “fire” under you to build a practice from nothing, because there’s no ceiling on earnings when you build your dream. But if that’s not you, maybe the big law firm path is right. No matter where you are, knowing where you want to get to is hard. Christopher explains how charting a career path takes a real, conscious effort, and it can change over time. Make time for contemplation and move with purpose. Ask us anything for the Community Table. Leave us a question online, Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern Mentioned in This Episode: InfoTrack InfoTrack Legal Up 2025 Clio Legal Trends Report Cliocon 2025
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    25 m
  • Niche Marketing, a Podcast About Marketing Through Podcasting

    Niche Marketing, a Podcast About Marketing Through Podcasting
    Aug 26 2025
    Did your firm “set and forget” its marketing strategy? Today’s marketing has evolved beyond Google ads and billboards. Finding new, niche channels can tap new markets. Imagine a firm still relying solely on a Yellow Pages ad, that would be crazy. Times change. Guest Carrolee Moore is the CEO and chief strategist at the Podcast Pitching Society, a firm dedicated to matching experienced experts to influential podcasts hungry for guests. Connect to listeners in your target audience, listeners who don’t know (yet) that they want to work with you. And pay you. Moore helps clients stand out as thought leaders, experts, and trend setters. If you’ve been listening to The Un-Billable Hour (celebrating its 200th episode right here), you know the value of podcasts. Maybe you’ve been that captive audience listening on your commute or your morning jog. Learn to become a sought-after guest and to turn those appearances into revenue. These are tips some traditional marketing agencies don’t want you to hear. Don’t hide your business or your expertise. You have wisdom to share, so get out there and shout. Reach new audiences that want to hear from you and hire you. Ask us anything for the Community Table. Leave us a question online Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern
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    42 m
  • Community Table: Live From InfoTrack Legal Up Conference

    Community Table: Live From InfoTrack Legal Up Conference
    Aug 12 2025
    In this episode’s discussions around the Community Table: Growth is the big issue firms repeatedly face. Set reasonable expectations and know what you want. Is it revenue growth? Why? Is it a lifestyle? What does that look like? Growth without a destination in mind is a fool’s errand. As Christopher says, “Clarity of purpose aligns everything.” It’s vital to start planning for the future when you know your firm is at capacity, but you just can’t justify hiring more staff (yet). You feel pressure to expand, but you’re afraid of overextending. Make a detailed plan, don’t guess, and trust the process. Burnout. There’s no reason or excuse for it. Burnout stems from unreasonable expectations for yourself and others. Know your limits. Running yourself into the ground to meet unreasonable demands helps no one. Not you, and not your clients. Mentioned in This Episode: Ask us anything for the Community Table. Leave us a question online Join the next Community Table live. What’s on your mind? InfoTrack InfoTrack Legal Up 2025 Clio Legal Trends Report Cliocon 2025
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    29 m