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...

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...

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...

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...

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...

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. 

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. 

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...

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. 

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...

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...

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...

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...

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...

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,...

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...

In this, the fourth and final installment of our discussions with RJon Robins 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 raises the question of “whither physical law firms in the time of COVID?” We also discuss how intellectual property may be the most valuable part of 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.

Have you ever considered the role of profit in a law firm? Brooke Lively is the founder and CEO of Cathedral Capital and her mission simple. In this episode of Financially Legal we talk with Brooke 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, the engagement letter, saving client credit cards, and much more. Download the 5 Pieces of the AR puzzle from Brooke and Cathedral Capital.

In this, our third installment of our discussions with RJon Robins on the seven essential parts of a law firm, we explore the third and fourth 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. We discuss how you should go about figuring out who should do what in your law firm and how to spend time in your firm.

In this, the second installment of our discussions with RJon Robins on the seven essential parts of a law firm, we dig in on the first and second essential parts (of the seven essential parts) of a law firm: sales and marketing. We discuss what marketing is and how you can and should hold your law firm marketing vendors accountable. We also launch into a discussion about sales and how, if done right, it’s both boring and a loving and kind act.

RJon Robins is the CEO and Founder of How To Manage a Small Law Firm, the largest provider of fractional executive (CEO, CFO, COO) services for small law firms in the country. This episode is the first of a four-part series with RJon on the seven essential parts of a law firm. This episode begins with a throw ALL THE WAY BACK to Thomas Aquinas and proceeds through to a discussion of why many lawyers fail to achieve their potential and the first step lawyers can take to start building...

Small law firm owners may not be familiar with the terms "docker," "container," or "Kubernetes." They may even be a bit fuzzy on the definition of “the cloud.” But most firms know that, along with significant opportunities, new cloud technologies offer promise but also risk. What’s a firm to do? Unfortunately, there’s no silver bullet for the solo and small firm universe - but Christian Lang and his team at Reynen Court are working on it.

How can a lawyer represent criminal defendants and abuse survivors? Judie Saunders represents children and families victimized by powerful systems *and* criminal defendants. Check out this week's episode of Financially Legal to find out how Judie built a practice representing the marginalized against powerful entrenched systems.

We all know the cliches about lawyers being terrible business people. Many of these statements are true in some pretty fundamental ways. But they’re also really damaging.  Superaccountant-to-law-firms extraordinaire, Chelsea Williams, has the remedy. Chelsea developed a course called “Law Firm Money Mastery” to help all small firm lawyers to get their financial houses in order and help them figure out how to make the money in their law firms work for them.