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- 5 days ago33 min
AI for Law Firm Growth: Building Smarter Systems and Better Business Decisions, with Conrad Saam
AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm. Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day. The conversation also explores leadership under pressure through Conrad’s volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions. If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next. Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth. #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don’t Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts
- 1 weeks ago22 min
From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson
Many lawyers know they need to delegate. Far fewer actually do it in a way that leads to real growth. In episode 616 of the Lawyerist Podcast, Chad Fox sits down with Ellen Williamson to explore what it looks like to build a law firm that doesn’t rely on you for every decision. Ellen breaks down the mindset shift from being the person who does the work to the person who leads it. She shares how she moved from handling every task herself to creating systems, training her team, and trusting others to take ownership of client work. The conversation also explores why delegation can feel inefficient in the short term, how to think about the long-term payoff, and what it takes to build a team that can think, not just execute. If you want to scale your firm without burning out or becoming the constant bottleneck, this episode offers a clearer way to approach delegation, leadership, and sustainable growth. Listen to our previous episodes on Law Firm Growth, Delegation & Leadership. #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 04:20 – Meet Ellen Williamson 05:30 – You Might Be the Bottleneck 07:00 – Why Doing Everything Feels Easier 09:00 – The Hidden Cost of “I’ll Just Do It” 11:10 – Why Delegation Feels Inefficient 13:00 – Sticking With It Long Enough to Scale 15:00 – How to Train People to Think Like You 17:20 – Turning One Task Into a Repeatable System 19:10 – The $500 vs. $50 Task Shift 21:00 – Using Video to Transfer Knowledge 23:00 – When Your Team Starts Thinking for You 25:00 – Structuring Time to Avoid Constant Interruptions 27:00 – Rethinking Billing and Incentives 29:00 – Letting Go of Control (For Real) 31:00 – Becoming the CEO of Your Firm 33:00 – What Growth Actually Looks Like 35:00 – Closing Thoughts
- 2 weeks ago28 min
How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett
What happens when the best lawyer in the office becomes the boss? In episode 615 of the Lawyerist Podcast, Zack Glaser sits down with Debbie Foster and Stephanie Everett to talk about the leadership gap inside most law firms and why technical skill does not automatically translate into great leadership. They explore why so many firms rely on “figure it out as you go” leadership, how that creates burnout and frustration, and why so many leaders end up becoming the bottleneck in their own business. Debbie and Stephanie introduce their four leadership cornerstones and explain how law firm leaders can shift from solving every problem themselves to creating teams, systems, and workflows that work without constant intervention. If you are tired of putting out fires all day, this episode is your reminder that leadership should feel more strategic and a lot less exhausting. Listen to our previous episodes on Law Firm Leadership & Building Better Teams. #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN Links from the episode: https://beanextlevelleader.com/ Chapters / Timestamps: 00:00 – Introduction 00:30 – Using AI as a Thought Partner 02:00 – Better Prompts, Better Leadership Decisions 05:30 – Meet Debbie Foster and Stephanie Everett 06:40 – What Are Next Level Leaders? 08:15 – Why Most Law Firms Don’t Train Leaders 10:05 – Learning Leadership the Hard Way 12:10 – The Four Cornerstones of Leadership 17:20 – From Heroics to Architecture 18:45 – Why Leaders Become the Bottleneck 20:10 – From Problem Solver to Multiplier 21:30 – Building Sustainable Leadership Systems 23:00 – Who This Program Is For 25:30 – The Book, Workbook, and Leadership Cohorts 28:00 – Leadership Is a Skill, Not a Title 29:00 – Closing Thoughts
- 3 weeks ago28 min
Tax Planning for Lawyers: Turning Profit Into Long-Term Growth, with Jayden Doye
Most law firm owners are highly strategic in their legal work, but far less intentional about their finances. And it shows up at tax time. In episode 614 of the Lawyerist Podcast, Bernadette Harris talks with Jayden Doye about the financial habits that quietly cost law firms thousands and why reactive tax preparation is not the same as real tax strategy. Jayden breaks down the key differences between bookkeeping, tax preparation, and tax planning, and explains why many lawyers overpay the IRS simply because they wait too long to act. They also explore common mistakes like misclassifying employees, relying on DIY accounting, and focusing on revenue instead of profit. Together, they share practical ways to take control of your numbers, build better financial systems, and make smarter decisions throughout the year, not just in April. If you want to stop guessing, reduce your tax burden, and run a more financially stable firm, this episode offers a more proactive approach to managing your practice. Listen to our previous episodes on Law Firm Profitability & Financial Clarity. #595 – KPIs for Lawyers: Measuring Your Law Firm’s Financial Health, with Bernadette L. Harris (Remastered) Apple | Spotify | LTN #583 – From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN #558: The Wealthy Lawyer: Practical Financial Strategies for Legal Professionals, with Darren Wurz Apple | Spotify | LTN Links from the episode: https://theelawfirmcpa.com/home Chapters / Timestamps: 00:00 – Introduction02:15 – Why Perfectionism Holds Lawyers Back08:10 – Meet Jayden Doye09:00 – The #1 Tax Mistake Law Firms Make10:45 – Why Doing It Yourself Costs More12:20 – Understanding the Financial Basics15:00 – How to Actually Lower Your Tax Bill17:00 – The Hiring Mistake That Can Trigger Audits19:00 – Are You Paying Yourself the Right Way?21:45 – Revenue vs. Profit (What Actually Matters)23:30 – Why Tax Bills Catch Lawyers Off Guard25:30 – Fixing the Problem Moving Forward26:40 – Simple Habits for Better Financial Control28:10 – The One Rule Every CPA Agrees On
- Apr 16, 202627 min
Scaling Access to Justice: How Technology and Partnerships Expand Legal Impact, with Zach Zarnow
Access to justice is not just a gap. It is a scale problem. In episode 613 of the Lawyerist Podcast, Zack Glaser talks with Zach Zarnow, Executive Director of Scale Justice, about what it really takes to reach more people without relying on more lawyers. Zach explains why traditional approaches like pro bono work, while valuable, are not enough to meet the overwhelming demand for legal help. Instead, Scale Justice focuses on building systems, tools, and partnerships that expand the reach of legal services through technology and collaboration. They explore how courts, legal aid organizations, and community groups can work together to meet people earlier in their legal journeys, why designing for real user needs matters more than ever, and how thoughtful use of technology can increase impact without sacrificing quality. If you are thinking about how to serve more clients, build more efficient systems, or rethink the role of your firm in a larger ecosystem, this episode offers a broader and more scalable way to approach legal services. Listen to our previous episodes on Access to Justice, Technology & Scaling Legal Help. #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN #607: The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong Apple | Spotify | LTN #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN Links from the episode: www.scalejustice.org Check out the episode on YouTube: https://youtu.be/4A3J-UjAdjQ Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 04:40 – Meet Zach Zarnow 06:20 – The Access to Justice Problem 07:50 – Why More Lawyers Isn’t the Answer 09:15 – Building Systems That Actually Scale 11:10 – Partnering Instead of Selling 12:30 – What It Means to Be Mission-Driven 14:00 – Where the Courts Fit In 15:30 – Solving Legal Problems Before They Escalate 17:00 – Catching Legal Issues Early 18:20 – Technology as a Force Multiplier 19:10 – The Risks of DIY Legal AI 21:05 – Who Should (and Shouldn’t) Use These Tools 22:45 – Why Most Legal Tech Should Be Treated as an Experiment 23:50 – What the Future Could Look Like 25:00 – Ways Lawyers Can Contribute 26:30 – Closing Thoughts
- Apr 9, 202631 min
AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey
AI is not just another tool. It is changing how clients think, act, and make decisions. In episode 612 of the Lawyerist Podcast, Stephanie Everett talks with Cat Casey about what lawyers need to understand before AI creates problems they cannot fix. As more clients turn to tools like ChatGPT, lawyers are facing new challenges around trust, accuracy, and confidentiality. Cat explains why even lawyers who choose not to use AI still need to understand it, and how failing to do so can create real risks for both lawyers and their clients. They share practical ways to approach AI with the right mindset, including how to think about its limitations, how to use it as a thinking partner instead of a replacement, and how to guide clients who may not understand the consequences of using it. If you want to stay ahead of where the legal profession is heading, this episode offers a clear and actionable place to start. Listen to our previous episodes on Using AI in Law Practice. #601 – Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN #580 – Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN #550 – Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN Links from the episode: https://thetechnocat.com/about Check out the episode on YouTube: https://youtu.be/PQwAxiNjbhY Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 02:10 – A New Way of Working with AI 05:00 – From Task Execution to Orchestration 07:45 – Meet Cat Casey 09:30 – The Shift Happening Right Now in Law 11:15 – The Rise of AI in Client Behavior 13:45 – Understanding AI Without Getting Technical 16:35 – Why AI Is Not a Research Tool Replacement 18:50 – The Role of Judgment in an AI World 20:10 – AI as a Collaborative Tool 22:10 – Why Iteration Is Part of the Process 23:25 – When AI Creates Legal Risk 25:55 – Confidentiality and Privilege in Practice 27:10 – The Reality of Discoverability 28:20 – Lessons from Past Tech Shifts 29:30 – Where Lawyers Should Start
- Apr 2, 202635 min
Choosing the Right Legal Tech in the Age of AI, with Scott Clasen
Most law firms don’t have a tech problem. They have a decision-making problem. In episode 611 of the Lawyerist Podcast, Zack Glaser talks with Scott Clasen about how to evaluate legal technology in a world where AI is changing everything and somehow making it more confusing at the same time. Too many firms are stuck buying more tools, chasing new features, and hoping the next platform will finally fix their workflow. Scott challenges that approach by shifting the focus away from software and back to systems, asking a more important question: what problem are you actually trying to solve? They explore the rise of AI-powered SaaS, the appeal of building your own tools, and why “AI-enabled” doesn’t always mean “useful.” The conversation also breaks down how to evaluate legal tech vendors, what contextual AI actually means, and how to think about long-term investments when the landscape keeps shifting every six months. If your tech stack feels bloated, expensive, or underwhelming, this episode offers a smarter way to make decisions that actually move your firm forward. Listen to our previous episodes on Legal Tech, AI, and Smarter Law Firm Systems. #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction02:00 – Lawyers Lab Updates03:55 – Meet Scott Clasen05:30 – SaaS Is Dead… Or Not06:45 – Building vs Buying Legal Tech08:30 – Paying for Tools You Don’t Use09:20 – AI Isn’t Always the Answer10:45 – Context Is What Makes AI Useful13:20 – AI That Works Like a Team Member15:10 – Making Smart Tech Investments16:30 – Start with the Problem, Not the Tool18:30 – Fixing Broken Workflows 20:10 – When AI Does More Than Your Software21:50 – Custom Software Is Back23:15 – Where Your Data Should Live25:40 – The Build vs Buy Decision27:50 – Is This a Tech Revolution?30:10 – What Will Survive in Legal Tech32:00 – Where AI Is Heading33:30 – Closing Thoughts
- Mar 31, 202630 min
Beyond Copycat Marketing: Building a Law Firm Brand That Actually Converts, with Karin Conroy
In episode 610 of the Lawyerist Podcast, Zack Glaser sits down with Karin Conroy to unpack why so many law firm websites fail to convert and why AI is making the problem worse. Karin explains why copycat marketing has always been ineffective, and how the rise of AI generated content is accelerating a wave of sameness across legal websites. As tools make it easier than ever to produce content quickly, the firms that stand out are not the ones moving faster, they are the ones thinking more strategically about differentiation, trust, and positioning. The conversation explores what actually matters on a modern law firm website, from messaging that resonates in seconds to branding that signals credibility to both humans and algorithms. Zack and Karin also break down where AI fits into a smart marketing strategy and where it quietly undermines it. If your website looks good but is not bringing in clients, this episode will help you rethink what “working” really means. Listen to our previous episodes on law firm marketing with Karin Conroy: #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN #584: How to Stay Human in the Age of AI-driven Law Firm Marketing, with Creative Conroy Apple | Spotify | LTN #559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) Apple | Spotify | LTN #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN Links from the episode: https://www.conroycreativecounsel.com/lawyerist/ Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 02:00 – Meet Karin Conroy 03:45 – The Problem with Copycat Websites 06:00 – Why “Inspiration” Turns Into Sameness 08:30 – AI Slop Before AI 10:30 – If You Look the Same, You Compete on Price 12:30 – What Your Website Should Actually Do 14:30 – The 3 Second Rule 16:00 – Messaging That Makes Clients Feel Understood 18:30 – Stock Photos and Fake AI Images 21:00 – Using AI Without Killing Your Brand 24:00 – Why Most Bio Pages Fail 27:00 – What Clients Actually Care About 29:30 – Trust Signals That Matter 32:00 – Content Is Cheap, Expertise Is Not 35:00 – How to Stand Out in a Sea of Sameness 38:00 – The Only Shortcut That Works 41:00 – Closing Thoughts
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About Lawyerist Podcast
The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence.Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers.Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation,
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