Episodios
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In this Financially Legal episode, host Emery Wager interviewed Gary Allen, who recently retired from a multi-decade legal career. Gary’s extensive experience includes building a million-dollar practice in environmental and land use law at Givens Pursley and co-founding LeanLaw to help other firms operationalize the best practices he learned the hard way.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.
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In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one systems vs. pulling together best-in-class systems, the future of AI in legal case management software, and the dangers associated with breakfast burritos and falling asleep at your desk.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center. -
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In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of running a law firm.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and how it can revolutionize their financial management.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case management solution. For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform. Learn more and watch here.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter. Learn more and watch here.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on features and Microsoft 365 applications, Matter365 is one of the most comprehensive solutions on the market today.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
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How, if at all, do compensation, diversity, and transparency overlap? How can these competing priorities be reconciled? Jim Meadows from Culhane Meadows doesn’t have the perfect answer. But he’s giving it a solid try.
With 75 lawyers and 11 office locations, Culhane Meadows is the largest full-service women-owned law firm in the country. And in each of the last three years, the average female partner at the firm has outearned the average male partner.
The firm was cloud-based from the jump, is growing rapidly and - most important for us financial nerds - boasts a collection rate above 90%.
Curious about how Culhane Meadows does it? Listen on to hear Jim Meadows founding partner, CFO, and wearer of many other hats talk about how they started the firm, how they’ve grown and how they keep the firm financially strong. -
Plaintiffs' lawyers are often bold, brash, larger-than-life characters with billboards, regular TV ads, and ambition to match.
But they're also visionary creatives. They excel at building something from nothing and carving out a new and unique path for legal professionals - often where no path existed before. But that creativity needs to be leavened with stability and more strategic thinking.
That's where folks like Lynn Bradley, CFO at The Potts Law firm, come in. In this, our third of a series of interviews with law firm CFOs, we talked with Lynn about the role of a CFO in any law firm, but particularly a bold, fast-growing contingency law firm. We talked about how his role as CFO has transformed from forecasting to analytics, the team that he runs, and how in his estimation it’s not tech but people that will ultimately help the firm continue to grow and thrive. We also discuss work/life balance and Lynn shares some human insights on the stresses and challenges that plaintiffs attorneys in particular but all attorneys in general face in trying to find success for their clients.
If you're curious about where creativity and entrepreneurship intersect with stability and financial infrastructure, this episode is for you.
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Two episodes into our four-episode series with law firm CFOs one theme that's emerged is collections. Specifically, how much money lawyers and law firms leave on the table by failing to implement processes that ensure that the firm gets paid for the work it bills out.
Kevin Krese, CFO and COO at Buckingham, Doolittle & Burroughs, is thinking further upstream from that. Krese wants to make sure that all of the work that gets done gets billed. And, more importantly, that that time doesn't get written down before it even gets sent to the client. As one of the executive leaders at Buckingham, Doolittle & Burroughs, a 70-lawyer law firm based in Ohio, Krese has implemented a multi-step process that ensures that what the client is told that they'll pay is the amount that is billed to the client. And that very little of that billed time gets written down prior to sending the bills out the door.
But Kevin's no slouch when it comes to collections. We chatted about how Buckingham, Doolittle & Burroughs has a collections rate above 90% (spoiler alert: they use what we called a "collections lite" process) succession planning in law firms, how business leaders can teach lawyers to run their firms like a business, and much more.
Listen on to hear a growth-minded, business-oriented, law firm CFO/COO talk about how he helps run the business side of a rapidly expanding law firm. -
One thing every law firm needs is money. And I don’t think that I’m going out on a limb suggesting that money and financial health are common elements across most successful firms. In this episode, the first of our series of interviews with law firm CFOs, we speak with Scott Shaffer of Winterfeld IP Group. We dig in with Scott on law firm collection rates, collection strategies, whether firms should refer clients to collections agencies, the firm’s tech stack and how it helps facilitate the firm getting paid, Scott's “most important financial metric,” and a bunch more.
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What’s a lawyer doing running an offshore virtual staffing firm? Starting in 2011 Brett Trembly built a successful business law firm, Trembly Law Firm, in Miami, Florida. They now employ 30+ people and nearly a dozen lawyers. Along the way, Brett not only realized that there was a shortage of companies offering law firm staffing, more importantly, he saw that helping law firms staff up was a huge opportunity not only for him for the law firm. In Brett’s case, he was able to dramatically transform his law firm with his first hire. And he never looked back. He now runs Get Staffed Up - a company that provides offshore virtual staffing for law firms. In this episode of Financially Legal Brett and I break down hiring in general and staffing in specific. What fears do lawyers have about hiring staff? How can lawyers overcome those fears? What kinds of opportunities lie on the other side of hiring? What do the economics of hiring look like, particularly if you’re hiring offshore resources like those that Brett’s company, Get Staffed Up, offers.
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On this special episode of Financially Legal we’re announcing the launch of our integration with Lawmatics. Lawmatics is a Legal Intake Solution, Marketing Automation, and Law Firm CRM software all in one. Today they are announcing the launch of their time and billing module with Lawmatics payments powered by Gravity Legal. We talk with Lawmatics CEO Matt Spiegel. Matt's a former criminal defense attorney who, after founding and selling the well-known practice management system MyCase, started Lawmatics a few years back to help lawyers move away from the things they hate to do and focus on "the things lawyers like to do."
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Why do lawyers struggle to get paid for the work that they do? Whether it’s the low collection rates that we see in the Clio Trends Report to lawyers offering too steep a discount, to lawyers refusing to sue their clients, and on and on, “Show me the money” is definitely not the #1 mantra for many of our fellow lawyers.
Julie Steinbacher doesn’t know why . . . but she’s got some ideas about how to fix it. Not only is Julie the head of a 40 person law firm throughout north-central Pennsylvania, she also runs a coaching group for lawyers called Million Dollar Solution in which she helps lawyers and other financial professionals build healthy businesses that, in turn, enable them to help more people . . . and, importantly, get paid for what they do.
We discuss Julie’s degree in Gerontology (yes, really) the booming marketing for elder attorneys (and the host - and there are a lot - of associated practice areas), how lawyers can feel comfortable developing and asking for a price that enables them to serve their clients the best way they know how, establishing good payment and collections processes to help firms get paid for the work they do, and much more.
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In this, the fourth and final installment of our discussions with RJon Robins on the seven essential parts of a law firm, we move to the 5th and 6th essential parts of a law firm: physical plant and financial metrics and controls. The topic of physical plant naturally brings up the question of “whither physical law firms in the time of COVID?” We also discuss how intellectual property may be the most significant way that you can add value to your law firm. We wrap with a discussion of financial metrics and controls and the one metric that you as a law firm should be tracking.
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Have you ever considered the role of profit in a law firm? No, I mean, really thought about what it is, why it exists, whether it should be a part of your firm, and/or how to grow it. If so, then this episode is for you.
Brooke Lively is the founder and CEO of Cathedral Capital. Her mission is pretty simple: make law firms more profitable. And she’s written a book for lawyers all about it: it’s called From Panic to Profit.
In this episode of Financially Legal we talk with Brooke not only about profit but about how every firm - yes, even flat fee and personal injury firms - needs to leverage the billable hour. We discuss accounts receivable (AR) at law firms, how AR problems begin with the engagement letter, how saving a client credit card changes how you think about your law practice, and much more.
Download the 5 Pieces of the AR puzzle from Brooke and Cathedral Capital.
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In this, our third installment of our discussions with RJon Robins on the seven essential parts of a law firm, we explore the 3rd and 4th essential parts of a law firm: production and people. While we begin with production, we quickly veer into a conversation about people involved in production and whether every solo or small firm lawyer should try to be an entrepreneur. Of course, we discuss the role of non-lawyers in the delivery of legal services and how you should go about figuring out who should do what in your law firm and what lawyer entrepreneurs should and shouldn’t spend their time on.
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