Law Firm Autopilot

Apr 18, 2023

00:32:14

Business coach Melissa Shanahan discusses how she helped a small group of law firm owners build a dashboard for tracking key metrics in their practices (i.e., a "tracking portal"). She also showed them how to define the various roles for work done in the firm (now or in the future) through an "accountability chart."

Show Notes

Velocity Work (Melissa's website)
Law Firm Owner (Melissa's podcast)
Mastery Group (Melissa's coaching program for law firm owners)
Check out the Law Firm Systems Workshop
Join the '80/20 Inner Circle' (private online group for law firm owners)
Get my new email course: autopilot.ck.page/b9bbcd5e12">ChatGPT for Lawyers (it's free)

Thanks to Our Sponsor

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Apr 11, 2023

00:27:16

The legal profession is changing rapidly, and lawyers must adapt quickly. Discover the best way to work and thrive in the modern world. (hint: trial & error is the worst way).

Show Notes

autopilot.ck.page/9cbd3d3bbf">Click to download the list of autopilot.ck.page/9cbd3d3bbf">Best Systems & Tools for Lawyers
Subscribe to Substack newsletter: The 80/20 Principle
Learn more about the Law Firm Systems Workshop
Join the '80/20 Inner Circle' (online discussion group for lawyers)
Read this book: The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch

Thanks to Our Sponsor

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Apr 04, 2023

00:31:09

Lawyers increasingly work remotely or in virtual environments. That means we need new ways of better organizing, communicating, and collaborating in this digital/virtual world. The first part of two that examines how to make this happen, so our practices run more smoothly.

Show Notes

Click here to download the PDF list of recommended tools (and other webinar resources)
Subscribe to Substack newsletter: The 80/20 Principle
Check out Law Firm Systems Workshop (enrollment open now)
Join the '80/20 Inner Circle' (online discussion group for lawyers)

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Mar 28, 2023

00:38:13

Lawyers increasingly work remotely or in virtual environments. That means we need new ways of better organizing, communicating, and collaborating in this digital/virtual world. The first part of two that examines how to make this happen, so our practices run more smoothly.

Show Notes

Click here to download the PDF list of recommended tools (and other webinar resources)
Subscribe to Substack newsletter: The 80/20 Principle
Check out Law Firm Systems Workshop (enrollment open now)
Join the '80/20 Inner Circle' (online discussion group for lawyers)

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Mar 21, 2023

00:31:59

Last week's release of GPT-4 has stunned people because of its amazing new capabilities for interpreting requests, finding and synthesizing information, as well as writing coherent summaries. It even scored in the 90th percentile on a bar exam, which means it can handle legal information as well. In this episode you'll find out what GPT-4 is and how you should go about learning to leverage it in your law practice.

Show Notes

Chat.OpenAI.com is the site where you should sign up to start trying and testing the new GPT-4 technology
OpenAI Reveals GPT-4 - Demo (6 minute YouTube video)
21 Lessons for the 21st Century, by Yuval Noah Harari (read pages 19 - 24)
The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
Richard Koch on Mastering the 80/20 Principle (Tim Ferriss's interview with Richard Koch)
80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More, by Perry Marshall
Effortless: Make it Easier to Do What Matters Most, by Greg McKeown
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
My Law Firm Systems Workshop (enrollment is open now)
Join the '80/20 Inner Circle' - a discussion group for business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Mar 14, 2023

00:28:56

If you can create an information product for potential clients to get a meaningful result, they will trust you more and possibly hire you later for full-scope work. Many lawyers are now productizing their legal services, and in this episode, we discuss why you should do this, the best way to start, and the small hurdles to surmount to make it happen in your practice.

Show Notes

The story of entrepreneur Ted Nicholas who made millions selling corporate forms
Joey Vitale's presentation at Small Firm Bootcamp
Special link to SweetProcess (giving you a 28-day free trial and the ability to accept my template docs if you email me to request them)
The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
Richard Koch on Mastering the 80/20 Principle (Tim Ferriss's interview with Richard Koch)
80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More, by Perry Marshall
Effortless: Make it Easier to Do What Matters Most, by Greg McKeown
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
My Law Firm Systems Workshop (enrollment is open now)
Join the '80/20 Inner Circle' - a discussion group for business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Mar 07, 2023

00:29:11

Cybersecurity is essential in all fields, but especially in law firms, where there is so much sensitive information stored on computers. Learn how to protect yourself in this episode.

Show Notes

The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
Richard Koch on Mastering the 80/20 Principle (Tim Ferriss's interview with Richard Koch)
80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More, by Perry Marshall
Effortless: Make it Easier to Do What Matters Most, by Greg McKeown
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
My Law Firm Systems Workshop (enrollment is open now)
Join the '80/20 Inner Circle' - a discussion group for business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Feb 28, 2023

00:46:20

Chris Earley had no idea how to run any business when he graduated from law school in 2004. But he figured it out through a series of strategies and tactics, which you'll learn about in this episode.

Show Notes

Give and Take: Why Helping Others Drives Our Success, book by Adam Grant
Never Eat Alone: And Other Secrets to Success, One Relationship at a Time, by Keith Ferrari
Erika Kullberg - Instagram Attorney (that ernie mentions)
Chris cellphone # 617-956-2501
Earley Law Group website
The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
Richard Koch on Mastering the 80/20 Principle (Tim Ferriss's interview with Richard Koch)
80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More, by Perry Marshall
Effortless: Make it Easier to Do What Matters Most, by Greg McKeown
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
My Law Firm Systems Workshop (enrollment is open now)
Join the '80/20 Inner Circle' - a discussion group for business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Feb 21, 2023

00:34:14

Managing a law practice doesn't have to be as hard as many lawyers make it. I've gotten some interesting questions about this topic, so in this episode, you'll learn more about how to make major improvements more easily.

Show Notes

The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
Richard Koch on Mastering the 80/20 Principle (Tim Ferriss' podcast interview with Richard Koch)
80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More, by Perry Marshall
Effortless: Make it Easier to Do What Matters Most, by Greg McKeown
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller
Loom (free for up to 25 videos of no longer than 5 minutes)
Voxer (the frictionless way to communicate without having phone calls)
SweetProcess (link to get 28-day free trial)
My Loom video on why SweetProcess is a better deal in terms of cost
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
My Law Firm Systems Workshop (enrollment is open now)
Join the '80/20 Inner Circle' - a discussion group for business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.

Feb 14, 2023

00:36:06

The 80/20 rule can help practicing lawyers. Listen and learn how one family lawyer in Tennessee used it to become more profitable and much happier in his practice.

Show Notes

Click here to see Patrick's Standard Engagement Contract.
Patrick Slaughter's Magic Law Practice (Episode 48)
Business Coaching for Lawyers with Patrick Slaughter (Episode 54)
What’s Your Vision for Success? with Patrick Slaughter (Episode 65)
How to Sell Your Law Practice with Patrick Slaughter (Episode 216)
The 80/20 Principle: The Secret of Achieving More with Less, by Richard Koch
My Substack email newsletter: The 80/20 Principle (not just for lawyers).
Join 'Inner Circle' - a private discussion group for friendly, business-minded lawyers.

Thanks to Our Sponsors

"ChatterBoss is an incredible remote executive assistant company that helps solopreneurs and small businesses grow quickly and save money. Your dedicated ChatterBoss assistant can help you with case management, billing support, email optimization, social media, process building, automation, and more. They even have on-demand paralegals and legal assistants.

The service is customized to your budget and is on-demand, so you can work with your assistant as much or as little as you need throughout the week. The minimum monthly spend for a dedicated executive assistant is only $200/month.

The best way to get started is to schedule a free consultation and find out exactly how the service works. Click this link to schedule a free 30-minute call, and you’ll get a special 15% discount when you sign up with ChatterBoss."

Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their businesses and impact the world.