In this Special Report, Peter Carayiannis of Conduit Law, David Sparks of Mac Power Users, Shantelle Argyle of Open Legal Services, and Julie Tolek of Think Pink Law stop by our table to discuss their presentations at the Clio Cloud Conference. During our interview, the conversation migrates from efficiency tools like Slack, Sanebox, and Lexicata to the three P’s of building digital brands—passion, personality, and persuasion. Tune in to hear how much time you should be spending on social media marketing, the importance of providing value in your posts, and why you need to stay on a schedule when you share.
Peter Carayiannis is the president and founder of Conduit Law, an alternative model law firm based in Toronto, Canada that serves a wide variety of corporate clients. Since leaving the traditional Big Law environment, Peter has focused on finding more efficient and effective ways of working with his clients.
David Sparks is an Orange County, California business attorney and self-proclaimed geek. He is also a podcaster, blogger, and author who writes about finding the best tools, hardware, and workflows for using Apple products to get work done. David writes for Macworld magazine and regularly speaks about technology. Having been a business attorney for over 21 years, David is now challenging himself further by opening a solo law firm.
Shantelle Argyle is an attorney and the co-founder and executive director of Open Legal Services, a nonprofit modest means law firm in Utah. Previously, Shantelle worked for several private law firms and as a public defender. She practices criminal and family law, and has worked on cases ranging from child custody to murder. She is passionate about the OLS mission, and will tell anyone she can about the revolution in affordable legal services. Shantelle attended law school at the University of Utah and is admitted to practice law in Utah.
Julie Tolek is an attorney, mediator, and founder of Think Pink Law, and of counsel to Skylark Law & Mediation, P.C. Equal parts geek, lawyer, entrepreneur, and marketing maven, Julie provides her clients with convenient access to the law by harnessing technology and keeps things real with a human touch.
There is no lack of advice when it comes to legal marketing, but it can sometimes be overwhelming. What are the basics in a law firm’s online presence and where should lawyers focus their time and money?
In this short podcast, Adriana Linares and Jason Marsh interview three law firm marketing specialists about their areas of expertise. Gyi Tsakalakis, founder of AttorneySync, discusses the blurring lines of the real and online worlds and how local search engine optimization plays its part. Allen Rodriguez and Eva Hibnick, founders of One400, talk about the fundamentals for streamlining your law firm’s marketing and sales process.
Essential Marketing Topics Discussed:
Overall service quality
Optimizing for receiving service
Gyi Tsakalakis is a former lawyer and the founder of AttorneySync, an online legal marketing agency, to help lawyers be where their clients are looking.
Previously an attorney and marketing manager at General Assembly, Eva Hibnick co-founded One400, a digital agency focusing on helping law firms build products, create inbound marketing channels and acquire clients.
Allen Rodriguez, another co-founder of the One400 digital agency, has 15 years experience marketing for lawyers and legal tech startups.
What do outsourcing, Lean, and Agile mean for your law firm? Find out by listening to this Special Report with legal entrepreneurs Basha Rubin and Mirra Levitt plus Lean/Agile evangelist John E. Grant. Together they discuss their respective Clio Cloud Conference presentations with Legal Talk Network producer Laurence Colletti.
Tune in to hear where clients are searching for attorneys today, how the emoji lawyer problem affects your practice, and why lawyers need to adopt a culture for learning in their firms. In addition, hear Basha, Mirra, and John debate the merits of Agile principles as well as the minimally viable product concept in the legal profession.
Basha Rubin is CEO and Co-Founder of Priori Legal. She is also a speaker and writer on how technology is changing, will change, and the market for legal services. Her writing has been featured in Forbes, Entrepreneur, TechCrunch, VentureBeat, Inc, Women 2.0, and Under30CEO.
Mirra Levitt is general counsel and co-founder of Priori Legal. Before Priori, she worked as an associate at Covington & Burling LLP, a financial analyst at Goldman Sachs and was a Henry Luce Scholar in the microfinance program in Save the Children’s Vietnam office.
John E. Grant is an attorney and Agile Certified Scrum Master who helps lawyers and legal teams improve their practices. He’s spent most of his career at the intersection of the legal, business, and technology worlds where he’s studied established techniques such as Lean, Agile, and Lean Startup which are designed to maximize productivity for the manufacturing, software development, product design, and entrepreneurship sectors.
Cloud based software platforms and Comment 8 on the ABA Model Rule 1.6 on Confidentiality of Information have sent shudders across state bars nationwide. The mounting pressures for innovation and increased technology competence have left many lawyers scrambling for answers. As uncertainty gives way to reason, the legal profession is starting to provide guiding parameters to attorneys trying to stay in compliance.
On this Special Report, Executive Director Jayne Reardon of the Commission on Professionalism to the Illinois Supreme Court sits down with Legal Talk Network producer Laurence Colletti. Together, they discuss the ABA Model Rules, possible changes thereof, and the erosion of jurisdictional practice boundaries. Tune in to hear more about alternative business structure law firms and how they might apply to Limited License Legal Technicians.
Jayne Reardon is the Executive Director of the Commission on Professionalism to the Illinois Supreme Court. Prior to that, she was worked for the Attorney Registration and Disciplinary Commission and as a Trial Lawyer in Chicago, Illinois.
An application programming interface (API) is a system that connects software applications to each other, providing more functionality for users. For example, a password manager might interface a LinkedIn App, allowing for easy sign-in. So what does this technology mean for lawyers?
At the 2015 Clio Cloud conference, Adriana Linares interviews panelists Dan Lear, Debbie Mignola, and Sam Redlich about their session, titled ‘Clio as a Platform: Leveraging Clio’s API.’ Together, they discuss employing the API in your daily practice, using automation to improve client experience, and how long it will take lawyers to learn to use and implement the tools.
Dan Lear is the director of Industry Relations at Avvo, the online legal marketplace, and a legal technology facilitator and blogger.
Debbie Mignola is the founder and CEO of Intake 123, an online form designer application that integrates with Clio software.
Sam Redlich is a practicing attorney in New Jersey who works with software companies, technology companies, and internet companies doing IP and contractual work.
“As we know, knowledge is in people’s heads, so how do you manage that?” -Connie Crosby
Legal Talk Network producer Laurence Colletti sits down with knowledge management consultant Connie Crosby, who presented at the 2015 Clio Cloud conference in Chicago. Her presentation, titled ‘How to Manage Your Knowledge and Experience,’ focused on information “trapped” in law firm employees’ heads and how to initiate your firm’s management process before you even think about including technology.
In this Special Report, Connie suggests several ways lawyers can begin the process of knowledge and experience management, even for those who haven’t previously considered it. She talks about recording and manifesting precedent documents, emails and letters, research memoranda, and other information with potential future use. For those who are just starting, she recommends getting organized, making checklists, and discussing what information is valuable. Tune in to hear about implementing systems before you buy technology.
Connie Crosby is a knowledge management consultant based in Toronto, Canada. She also specializes in information management, records management, and library management. Previously a law firm manager, she now works with smaller firms and other organizations to help them get organized.
In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true?
Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include:
Web automation to replace support staff tasks
Clio as a practice management program
Integration with Zapier
Consistent labels and tagging for easy categorization search
Doodle calendar that talks to Gmail
Web forums and customer relationship management (CRM)
Google Scripting and Google Apps for Work
How much the tools cost
Forms rule certification
In the end, Andrew emphasizes, just knowing these options are out there is important and powerful.
Andrew Legrand is general counsel to small business owners, helping clients start new businesses, draft operating agreements, employment contracts, review leases, and file for trademarks. After graduating law school, he started a paperless, technology-driven solo practice in an effort to be more efficient. Two years later, he started working with another attorney and law school classmate on a partnership. In August of 2014, they renamed the law firm Spera Law Group.
Clio founder and CEO Jack Newton sits down with Bob Ambrogi and Legal Talk Network’s producer Laurence Colletti at the third annual Clio Cloud Conference. Together they discuss the importance of delivering an effortless services vs. creating client delight for purposes of brand loyalty. In the interview, Jack shares insights about the evolving preference of clients to work more collaboratively with their attorneys and have less redundant interactions. The idea is to provide high quality service with less friction points at every step.
In addition, Jack talks about the educational tracks offered at Clio Cloud Conference, which include Business of Law, Legal Technology, and Clio University. Tune in to hear about their seven year journey to become the company they are today and their new product releases designed to help attorneys grow their practices and bill clients more efficiently.
Discussed in this Episode:
Effortless Service vs. Client Delight
Educational tracks at Clio Cloud Conference
History of Clio
Jack Newton is the co-founder and CEO of Clio, a cloud-based legal practice management software platform. With his partner, Rian Gauvreau, he launched the Clio Cloud Conference to bring legal professionals together to discuss thought leadership, the future of legal as a business, and where legal technology is going.
Legalzoom CEO John Suh joins Legal Talk Network producer Laurence Colletti to talk about efficient delivery of legal services and access to justice. They discuss the expensive albeit efficient delivery mechanisms in Biglaw and how those services are well designed for their high budget clientele. With 88% of their time spent on billable activities compared to 51% for solos, plenty can be learned from the Biglaw organizational model. In addition, with the growing number of pro-se clients unable to afford hourly rates, there appears to be great opportunity in law for those who can harness a better delivery methodology.
Stay tuned as the discussion turns to the net promoter score and how it is being used to help lawyers provide higher quality legal services with greater client satisfaction. Attention spent on setting clear expectations, streamlining processes, and being accountable to clients will yield long term return on investment. In this interview, John recommends explaining cost drivers to clients, the non-use of legalese in explanations, and participating in rating services.
Discussed in this Episode:
Access to Justice
Net promoter score
Three ways to improve service and increase client satisfaction
John Suh has served as LegalZoom’s CEO since February 2007 and as a member of their board of directors since February 2005. Prior to LegalZoom, Suh was CEO of StudioDirect, the Internet division of a global supply chain company, Li and Fung.
Professor David Wilkins joins Victor Li, legal affairs writer for the ABA Journal, and Laurence Colletti, producer for Legal Talk Network for a discussion about ‘The Global Age of More for Less’. Specifically, they address how the legal industry will need to adapt to globalization, speed of technology, and changing client preferences. Today’s client has more information and is asking for greater value at lower cost.
The old ways of building your legal practice are changing. It is no longer enough to simply charge more when you get better at what you do. In this new age of more for less, attorneys will have to find new ways to provide greater value at lower cost, while still making an adequate profit. Professor Wilkins advises that with difficulty comes great opportunities for those that are able to adapt to future market demands. Tune in to hear his ideas for harnessing technology, getting more out of employees, and working in networks so your legal practice can produce more for less.
Victor Li is the legal affairs writer for the ABA Journal. Previously he was a reporter for Law Technology News, the American Lawyer magazine, and Litigation Daily (NYC). A former prosecutor in the Bronx, Victor earned a J.D. from Tulane, a M.S. from Columbia University School of Journalism and a B.A. in history from Amherst.
Professor David Wilkins is the Lester Kissel Professor of Law, vice dean for Global Initiatives on the Legal Profession, and faculty director of the Center on the Legal Profession and the Center for Lawyers and the Professional Services Industry at Harvard Law School. He is also a senior research fellow of the American Bar Foundation and a fellow of the Harvard University Edmond J. Safra Foundation Center for Ethics.