Welcome to the Legal Toolkit, where you'll get the latest trends and business initiatives that help your law firm everyday. Hear from the experts setting the standards for the legal, insurance, and law enforcement industries. You're listening to the Legal Talk Network!
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Integrating the Heck out of Your Software; Lame Legal Ethics Rules; & “Questionable Ethics”
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Dear lawyers, software integrations exist to help you make life easier, make work faster, and much more. So, get on board as Jared takes us on a magical journey of understanding, helping lawyers everywhere grasp the versatile, customizable integration possibilities in legal practice. Jared explains the differences between direct, indirect, and DIY …
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Perfect Albums, Vol 6; Straightforward Marketing for Your Law Firm; & “Don’t Sweat It!”
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If you’re not marketing your law firm well, you’re sitting on a whole lot of untapped potential for income and growth. Jared talks to Ashley Robinson of Green Cardigan Marketing about the need she saw in the legal world for honest, straightforward marketing tactics that help law firms bring in new clients and greater profits. She explains engagemen…
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6 Under-The-Radar Software Tools Lawyers Need Right Now; Succession Planning for Law Firms; & “The Shitty Olympics”
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Too many law firms aren’t great at being productive, and downfalls in efficiency are often traced to attorneys using the wrong software, or none at all. Jared outlines six productivity-boosting software tools all lawyers should have in their toolkit. Later, what’s going to happen to your law firm if something happens to you? Don’t wait until late i…
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Legal Tech Genius & Real Housewives of Miami Star Reveals the Secrets to Successful Relationships (Business Professional Ones, That Is)
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Were the Beach Boys once on track to become America’s version of the Beatles? Surprisingly, maybe. Disney recently put out a less-than-stellar Beach Boys documentary, so Jared takes on the task of dishing on the true talent, grit, beauty, and tragedy of the group’s career. Next, We all have connections that carry the potential to be valuable in our…
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Founder Stories: Lawmatics — And the Greatest Rap Diss Tracks of All Time
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Nowadays, all the cool kids are using customer relationship management (CRM) software, and you should too. It’s not new technology, but if you’ve missed the boat or need a refresher—Jared’s here to fill you in on CRM technology and what it can do for you. He explains different types of CRMs in detail to show you its potential for creating seamless …
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The Caitlin Clark Experience; Being a Camera-Ready Professional; and “Candid Camera”
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Getting in front of an audience to communicate on camera certainly doesn’t come naturally to all (most?) attorneys, but if you’re feeling embarrassed by your lackluster video presence, there are ways to overcome those on-camera nerves. Jared talks with Kerry Barrett about how she helps professionals sharpen media skills to increase their visibility…
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Productivity Software; What an IT Managed Service Provider Can Do For You; & “Hard Choices”—Boston Edition
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Jared kicks it off by exploring the biggest players in productivity software you should be using, well, be more productive. But no productivity suite is perfect. So, get to know the strengths and weaknesses of each so you can make the right choice for you. Then, back in the day, lawyers often got their IT services from some independent techie who t…
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Emerging Legal Ethics for AI; How-Tos for AI in Law Practice; & “Michigan Man”
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AI’s prime directive is to give you answers, buuuut… it might just be telling you what it thinks you want to hear—with no concern over providing actual verifiable facts. This issue (and oodles of others) have initiated a trickle of case law/guidance/opinions/etc. in the legal AI scene, and you, dear lawyer, want to be on the right side of legal eth…
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Marketing Musicals with Jacob Sanders and “Large Fathers”
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Bored with your run-of-the-mill marketing campaigns? Maybe it’s time for you to make a musical! Jared brings on Jacob Sanders to learn all about the recent release of NinjaCat’s Big Data Day – a corporate musical. They talk about the history of these sorts of marketing ventures and their uniquely fun and tactical advantages. They also dig into how …
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The AI Software Landscape for Lawyers; AI in E-Discovery with Cat Casey
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So much of our communications and societal existence is housed online, so e-discovery is the major way we gather evidence. Jared talks with Cat Casey about the AI spectrum within the e-discovery world, explaining the many ways varying elements of machine learning and AI have created more powerful tools for attorneys. They also discuss the promising…
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Superior Sketch Comedy; Opting Out of Legal Tech; & “Stuck in the Middle With You”
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Sometimes, legal tech is the perfect solution for the needs of your law firm, but sometimes, lawyers need to look outside the legal tech world at other technologies that can serve their legal practice better. Emily Gordon has always been a tech-forward attorney, and she’s got tons of recommendations for non-legaltech tech tools that have become the…
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3 Simple Rules for Safer GenAI Use; AI’s Role in Legal Practice; and “Brother Up”
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Adjusting to the new and persistent presence of AI in the legal world isn’t easy, but it is necessary. Jared welcomes brothers Justin and Luc Cary, an attorney and software engineer, respectively, to unpack the current state of AI in business and legal uses. They discuss current safety issues, emerging guardrails, best practices for research, AI in…
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Remote Work: Dude, It's Fine; Onboarding Legal Technology; and Art by Rob Joyner
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Backsliders are the worst, and if you’re making your employees come into the office after years of successful remote work, then, well… you’re the worst. Jared weighs in on the remote/in-office work debate to help you take a hard look at why you’re doing what you’re doing—and whether your reasoning is utter bullshit. Next, Jared welcomes first-time …
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Obnoxious Email Responses; Data Security for Dummies; & “Doubling Up”
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Why is it that law firms are a frequent target for data breaches? Make no mistake, attorneys, you’ve got a lot of sensitive, valuable data that a threat actor would love to get their hands on. If your cybersecurity isn’t effective, you’re opening yourself up to a whole lot of ethical and legal issues. Jared chats with David Aaron about preventative…
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Jared’s Obscure Holiday Viewing Guide; Building Your Law Firm C-Suite; and Correia Family Stories
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If your firm is experiencing operational challenges you just can’t seem to overcome, you might be in need of some C-suite help. Lawyers don’t necessarily want to take on the business responsibilities of running a practice, and there are many flexible ways to get the business guidance you need. Jared talks with Seth Tuman of 2GO Advisory Group about…
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Perfect Albums, Vol. 5; Analyze This; “Overrated, Underrated—Thanksgiving Edition”
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Searching for state court data used to be a huge pain in the ass, but data analytics has almost entirely fixed it, giving attorneys searchable databases in just about every state. What else has data analytics done for the profession? Plenty. Jared talks with Nicole Clark about how the aggregation of legal data has given us a much deeper understandi…
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How Much Should You Pay for AI Tools?; Insurance Best Practices; and “Historic Mistakes”
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As lawyers, you constantly assess the risks of your clients, whether in their business practices, court cases, personal relationships, or a multitude of other things. So, managing risk for your clients is what you do, but when was the last time you took a hard look at your own liabilities? Jared welcomes Mark Bassingthwaighte of ALPS Insurance to c…
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A New Era of Advertising; Perfecting Workplace Communication; and “A Rose By Any Other Name”
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Whether there’s a generational divide, unhelpful technology, a lack of emotional intelligence, or, really, a whole bunch of other issues—communication is hard. And, when communication breaks down, your business just doesn’t operate like it should. Is there any way to bridge all these gaps and interact effectively in your workplace? Jared talks with…
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Sci-Fi Roundup; Document Management with Microsoft 365; and “Star Tours”
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Document management is a must in legal, and Microsoft 365 has plenty of ways to organize and process your documents for you. So, what do you need to know about it? Jared welcomes Keith Vallely to talk through the uses of SharePoint, OneDrive, and other Microsoft features to help attorneys understand the nuances of Microsoft’s methods for document m…
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3 Real-Life Uses for Generative AI in Legal; Empowering Women Lawyers with Rachel Clar; & “Town in Upstate NY, Town in Rural Alabama, or Discontinued Household Cleaner?”
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Women attorneys are intelligent and brave, but they still face particular challenges in the legal profession. Jared chats with Rachel Clar of Interconnected Us about her mission to create safe environments for women in law to get the support they need to grow their influence and flourish in legal practice. Later, in perhaps the most uniquely named …
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Good Vibes, Jimmy Buffett; Chuki Obiyo’s Laws for Growing Your Law Firm; & “Fake-Ass Holidays”
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Chuki Obiyo has made a science of growing law firm businesses, with plenty of research to back up his time-tested strategies. Jared talks with Obiyo about how to form deeper connections with your network, tips for start-up firms, and leveraging social media and other technology to promote business growth. Later, who knew September had so many stupi…
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5 Essential Tips for Going Solo; “Live from the Playroom” with Mark Oblinger
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It’s been 563 days, but we’re finally back in the Playroom with musical guest Mark Oblinger. Mark holds the double distinction of being an Emmy-winning/Grammy-nominated musician AND having a longtime connection with this very podcast! Tune in for Jared and Mark’s chat about his colorful career in music and audio. Mark highlights his time playing wi…
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5 KPIs You Need Now; Asking the Right Questions About Software; & “Dream Podcast Music”
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Lawyers, you really actually do need to use KPIs—that’s Key Performance Indicators for those of you who *still* haven’t kept up with good business practices. Do it! And, Jared’s here to help with a breakdown of the 5 KPI categories you need to start keeping track of, like, yesterday. Next, software demos! If you’re paralyzed with indecision about w…
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Software Integrations; Emil Ali talks IP Ethics; and “A Day at the Movies”
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Integrations, integrations, integrations. You’ve probably heard about integrations for years, but lots of people still struggle to understand just how this stuff is going to change their workflows. Jared explains the whole concept, gives some of the first integrations you need to be using, and warns you away from some missteps. Next, Emil Ali stops…
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Succession Spoilers Galore; What PR Can Do for You; and Succession Children’s Theater
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Why would a law firm hire a PR agency? Well, if you’ve ever wished your firm was known for its expertise and thought leadership, a PR agency might be just the thing. Jared brings on Michelle Calcote King to talk through the lawyer/PR relationship and its potential for improving your credibility, furthering your reach, and growing your business. The…
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Bar Associations, Side Hustles, & More with Rio Peterson and Annoying “Name Songs”
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Adding value for bar association members is always a good idea. Jared chats with Rio Peterson, who has just about seen it all when it comes to bar programming—from cool events to tech offerings to stellar educational programs and more. Listen in for her thoughts on improving bar culture and providing more for members. Jared and Rio also talk about …
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Time to Change Your Lame Logo; Stop Thinking Like a Lawyer; and “Deep Cuts with Steve Seckler”
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Even if you’re a great lawyer, your top-notch skills might be holding you back when it comes to running your business. Jared talks with Steve Seckler about his recent article in the ABA’s GPSolo eReport, Stop Thinking (and Acting) Like a Lawyer, in which he outlines the typical attorney characteristics that work great in legal matters, but kinda su…
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AI Tells Lame Jokes; The Fastcase/vLex Merger; and “ChatGPT Jeopardy!”
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Fastcase and vLex have merged to form the world's largest law library, containing the law from over 100 countries and more than a billion documents. One platform with all these resources means attorneys around the world will have bigger, better, faster access to everything they need to do legal research. Jared chats with Ed Walters of Fastcase abou…
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Perfect Albums, Vol. 4; The Attorney Whisperer—Randa Prendergast; and “Beantown Beanfest”
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Randa Prendergast takes a “June Cleaver” approach to running a law firm, making every little thing run smoothly without breaking a sweat. Jared and Randa talk through how to identify your workflow needs and develop processes that make it easy for employees old and new to know exactly how to keep things rolling. Later on in the Rump Roast, Jared’s f…
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The Perfect Intake Form; Turning Data Collection on Leads into Profits; and “What Would Georgia Man Do?”
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If you know exactly how all your clients found you, then you know exactly how to market your firm to keep driving more growth. But, a whole lot of firms aren’t tracking the process from need to lead to paying client. Jared chats with Patrick Carver about how collecting the right data on leads eventually converts into more clients and bigger profits…
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A Flipping Disaster; Bruce La Fetra—Client Whisperer; and “Technical ‘Knox’ Out”
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How do you get your best clients to hire you? Jared welcomes Bruce La Fetra, a real, live client whisperer, to chat about how to flip your usual script and market to the clients you actually want. Later, the guys play “Technical ‘Knox’ Out,” a trivia round highlighting Knoxville, TN, facts—past and present. And, who knew? Apparently, Jared’s devoti…
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Finding Legal Mentors, The Expert Witness Roundtable, and Perry Mason
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Where do expert witnesses come from, exactly? Jared welcomes guests Allison Muller, Nick Briscoe, and Nick Rishwain—an experienced and knowledgeable panel discussing the ins and outs of expert witnessing. They share how professionals come into this field and offer advice for attorneys looking to engage an expert witness for a case. Later on in the …
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Jared’s Latest TV Obsession; Strategic Communications with Jessica Chen; “And the Award Goes To…”
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Communication often happens because we are simply reacting to something, but how often do we react with a thoughtful, impactful response? Jared welcomes Jessica Chen to hear her strategies for leveling up your professional communications. They talk through some of the ways communications training can elevate your influence in the workplace and disc…
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A Fair Dinkum Interview with Chris Stock and “Shit Australians Say”
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This time on The Legal Toolkit, Jared forgoes his monologue to give more time to his conversation with Chris Stock. Tune in as this duo dig into criminal justice reform, ChatGPT’s future in legal and the world at large, legal tech business outlooks, Chris’s new venture as founder of a consulting firm, and more. Later, stick around for “Shit Austral…
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Swifties, Assemble!; Lawyers Need Vacations; and “Travel Etiquette”
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If you’re a lawyer, you need a break. Tune in with Jared, his lovely wife Jessica, and her fellow travel agent Samantha Hedges to learn a thing or two about escaping the daily grind. They share tips for vacation bookings, highlight some favorite destinations, and even chat about social media marketing tactics you just might be able to use in your l…
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TV Gems of an 80s Childhood; Better Law Firm Management; and “Not-So Happy Endings”
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You don’t have to figure out how to manage your law firm alone. Because, honestly, there are people out there who can do it way better. Jared chats with Margaret Burke about how outsourcing law firm management can save you time and boost your revenue. This time on the Rump Roast, Jared quizzes Margaret on the surprisingly dark endings of a variety …
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Law Firm for Sale — Planning Your Exit Strategy, and “The Cost is Correct!”
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Hey, that law firm you own is an asset! A whole lot of lawyers don’t fully realize the value of their legal practice, but there are willing buyers out there, and keeping a future sale in mind should be part of your succession plan. Jared gets the skinny on brokering law firm sales from Jeremy Poock of Senior Attorney Match. Later, the guys play “Th…
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Data Integration–Simplified; Efficiency Plays for Law Firms; and “Shit Miamians Say”
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No one likes change, but your law firm will be more profitable and organized if you keep up with the latest tools for streamlining workflows. Jared talks with Marisa Portuondo about her expertise in helping lawyers prioritize efficiency and thrive in legal practice. Later, Marisa sticks around for the Rump Roast! In Jared’s latest game, “Shit Miami…
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Hyped for “Cocaine Bear”; Filevine’s Ryan Anderson; and “The Magnificent Andersons”
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Efficient back-and-forth communication in law firms has always been a necessity, but it’s not always easy to do it well. Finding the right collaboration tech is a critical step in modern law firms, so Jared talks with Ryan Anderson of Filevine about the unique needs of lawyers and the future of documents and communication in legal practice, includi…
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Legal Tech’s Second Wave, A Different Take on Diversity in Business, and The Legal Toolkit Law Review Hour
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Many business leaders are mis-educated about what diversity is, and, as such, lack the ability to support it in their organizations. Jared brings on diversity coach Dr. James Rodgers to learn about his research and training strategies for effectively managing diversity in business, with particular tips for lawyers and law firms. On an all-new Rump …
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The Skinny on Biden’s Loan Forgiveness Program; Perfect Albums Vol. 3; and “Forgive Me”
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People have been alternately ticked, thrilled, and confused since the Biden Administration rolled out its loan forgiveness program. So, what’s the deal? Jared gets insights from student loan lawyer Adam Minsky on the many moving parts of this program, who qualifies/how to apply, and the program’s current hold due to legal challenges under considera…
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Consumer-Centric Pricing; Document Assembly for Lawyers; & “Documentary History”
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Easy math: if you can get through more work, more quickly, you’ll make more money. And document assembly software can help you do it! Jared Correia talks with Tony Thai and Ashley Carlisle on how to put document assembly tech to work in your law firm. It’s trivia time on the Rump Roast. Jared quizzes Tony and Ashley on famous and/or obscure documen…
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How To Avoid a Serial Killer; Better Law Firm Intake Management; & Craft Brewing
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A lot of law firm intake processes are a bit painful to look at, if we’re honest, but they don’t have to be! Jared and guest McKay Ferrell share how a little tracking and better workflows can make your intake as smooth as butter. In lieu of a Rump Roast grilling, Jared delves into McKay’s passion for craft brewing, learning about hybrid IPAs and wh…
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The LawPay/MyCase Sitch with Dru Armstrong; & “Florida Man: Texas Edition”
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The legal tech space has been abuzz since LawPay’s acquisition of MyCase, so what’s the latest with this development? Jared goes to the source and talks with Dru Armstrong, CEO of LawPay, on the deep integrations the acquisition promises to bring about to better serve the unique needs of law firms. Later on in the Rump Roast Jared puts Dru through …
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Jared’s Take on Law Firm Fees; The Coolness of the Indy Bar; & “Hoosier Hysteria”
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Every bar association is unique, so there’s a whole lot we can learn from each other. Jared chats with Julie Armstrong, executive director at the Indianapolis Bar Association, about the importance of being a culturally aware and forward-thinking organization. Julie shares their approach to strategic planning and discusses how new programs are devel…
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The R-Rated Comedy Drought; Workload Management for Law Firms; & “The Jeffrey Toobin Experience”
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When new work comes into your law firm, whose desk should it land on? Oftentimes, the workload falls too heavily on a few, rather than being balanced amongst firm members. Jared brings on Dov Slansky to talk us through operational structure and how adaptable technology can help workloads in your law firm get pushed through to the right people. Also…
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5 Upgrades for Engagement Agreements; Lean Law with Larry Port & Dave Maxfield; & “Disposable Income”
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A real shocker, we know, but many law firms are still struggling with efficiency. Surely you’re not among them… ahem… but, just in case, Jared welcomes Larry Port and Dave Maxfield, authors of The Lean Law Firm and its accompanying training course, to help lawyers understand how to streamline processes and increase profitability. And, the term ‘fee…
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Talent Search Tactics & The Legal Job Market
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Employers have experienced massive shifts in hiring practices the past few pandemic-affected years, and those who leaned into hybrid/remote work scooped up quality talent left and right. But, nowadays, law firms are discovering that new talent is harder and harder to find. It seems that strategic planning and a flexible mindset are key in our curre…
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Content Marketing with Real Personality; Perfect Albums Vol. 2; and a Game Called “Bag of Dicks”
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Being so weird, so unique, so nerdy, and so “you” CAN actually be the foundation of your business plan. Jared talks with Mike Whelan about the ins and outs of using personality-driven content creation to grow your law firm. Worried that you don’t have a personality? Well, don’t worry–you do! Mike offers tons of insights on recognizing your strength…
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Team Coco; An Insider’s View on Great CLEs; and “Course Correction”
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Continuing legal education was slowly moving online even before COVID-19 hit, but nowadays, online, in-person, and hybrid CLE programs are all just part of the norm. Jared chats with Bruce Richard about what the post-pandemic CLE experience is like for attendees and the benefits of becoming a CLE speaker. Later, they guys play Jared’s latest game –…
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