“The more efficient I am, the more time I save for my life and my family and the public service I want to do.”—Shemia Fagan
During this week’s podcast, Sam talks with Shemia Fagan about how she juggles being a litigator, legislator, legal hacker, podcaster, and more.
Shemia Fagan is the managing partner at the Portland, Oregon branch of HKM Employment Attorneys. She focuses her legal practice on employment challenges working parents face. Ms. Fagan is also a state legislator serving her second term in the Oregon House of Representatives.
In this episode of New Solo, Adriana Linares talks with Adams and Reese LLP Partner Jeff Richardson about publishing his blog “iPhone J.D.” and his tip for lawyers using Apple mobile products. Jeff opens the interview with a brief history of his occupational past and talks about his New Orleans upbringing. He states that his law practice focuses on class action and complex litigation typically representing defendants when they are sued and that half of his work is appellate practice for all sorts of clients. His firm operated on both Macs and PCs at one time but decided to become a PC-only firm in the early 2000s. As a long time Mac user in both his personal and professional life, Jeff started his blog in 2008, focusing on discussing the different ways attorneys can use Apple mobile technology in their law practices and firms. He notes that all tech today is complicated and emphasizes how learning the little things about a device can make people both happy and productive. Jeff covers the top 3 questions lawyers ask him about Apple mobile platforms and goes in depth on the importance of choosing the right size of product for your everyday legal needs. He closes the interview with his list of the 6 apps that lawyers can’t live without and a few examples of how he uses mobile devices in the courtroom.
Jeff Richardson focuses on class action and complex litigation, but also devotes a large portion of his practice to appellate litigation. He has defended numerous clients in high-stakes product liability litigation and publishes “iPhone J.D.,” a website for attorneys who use iPhones and iPads that has been named to the ABA Journal Blawg Hall of Fame. Jeff received his J.D. with high honors from Georgetown University Law Center in 1994, and earned his B.A. with highest honors from Emory University in 1991.
Client Relationship Management, or CRM, is a strategy implemented in business to maintain effective knowledge about and connections with your current, previous, and potential clients. Using technology, employees are able to nurture relationships with their clients by tracking conversions and setting notifications. But many lawyers, especially solos and small firm lawyers, aren’t using CRMs; they don’t know the potential value of these systems or even what they are. So why should attorneys bother learning about CRMs?
In this episode of New Solo, Adriana Linares discusses CRMs with Michael Chasin, co-founder and CEO of Lexicata, a law firm CRM and client intake software. Michael talks about the foundation of Lexicata and how it has helped many lawyers find and convert leads. He then explains how CRMs can help solo and small firm lawyers with client intake as well as marketing. By touching base with potential clients, we can create a positive, brag-worthy experience. In this way, clients will return with future legal needs and can also become great referral sources. Michael discusses how the right CRM can automate a significant part of this process, making your client feel attended to without taking up too much of your time. He finishes the podcast by talking about how lawyers should go about choosing the right CRM to build a foundation for the future of their solo practices.
Michael Chasin is CEO of Lexicata, a CRM and client intake software designed to help law firms and lawyers increase client satisfaction. Michael is also co-founder of both LawKick.com and Lexicata.com. He has his B.S. in Business Administration with an emphasis in Entrepreneurship from the University of North Carolina, and his J.D./M.B.A. from Loyola Law School.
If you think the legal industry’s future depends on small and big firms working together, you might be from MaRS. By MaRS, we mean the Canadian-based MaRS Discovery District (originally named Medical and Related Sciences) and its recent project to innovate the legal profession.
In this episode of Law Technology Now, host Monica Bay interviews Aron Solomon and Jason Moyse, the co-founders of recent MaRS startup LegalX. Together, they talk about today’s transition from the big firm model of yesterday in favor of more nimble practices traditionally found in smaller firms and startups. Although there will always be a need for Biglaw on large, highly profitable matters, 80% of the U.S. market is priced out of legal services. That unmet need has become a primary driver in sweeping change to the legal industry.
So, what do these driving forces mean for the future of law? Monica, Aron, and Jason take turns answering that question with their forecasts of the legal market for the next 2-5 years. Not only will this near future continue to see big firms receding, but it will also usher in an era of innovation. Legal solutions made on one side of the globe will be solving problems on the other. Even more surprising, it is predicted that Biglaw will collaborate with small firms to produce more comprehensive offerings at lower prices. Tune in to hear more about the future of law as seen from MaRS.
Aron Solomon is the innovation lead at LegalX, a startup from MaRS Discovery District that specializes in connecting technologists, designers, engineers, and lawyers to drive innovation in the legal sector. Prior to that, he was ED at Ed, entrepreneur in residence at i.c. Stars, and co-founder and vision holder at SVBstance. In addition, Aron has served as Global Managing Partner at Futurlogic, CEO at Think Global School, and founder for The Mission Group.
Jason Moyse is the industry lead at LegalX, a startup from MaRS Discovery District that specializes in connecting technologists, designers, engineers, and lawyers to drive innovation in the legal sector. Prior to that, he was the manager of legal business solutions at Elevate Services, director of innovation execution at Cognition LLP, and director of service delivery at McCarthy Tétrault. In addition, Jason has been legal counsel and program manager to Xerox Canada.
Starting your own law firm can be a daunting task for any solo attorney. What new trends will help you manage your practice and how can you harness available technology to better communicate with your clients?
In this episode of The New Solo, host Adriana Linares speaks with Clio CEO Jack Newton, who shares what he believes are two big trends in practice management. Jack discusses client portals and lists the benefits, such as document management and security, that having a collaborative way to communicate directly with your clients provides. He analyzes the advantages that leveraging this technology gives law firms and the convenience it provides lawyers and consumers of legal services. He also talks about campaign tracking which enables law firms to track their marketing channels and determine what kind of return on investment they are receiving from those endeavors.
Jack briefly touches on the 2016 Clio Cloud Conference and says this year’s event will focus on helping lawyers take their practices to the next level by embracing the cloud.
Jack Newton is the founder of Clio, one of the pioneers of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security-, ethics- and privacy-related issues surrounding cloud computing, and has become a nationally recognized writer and speaker on these topics.
Jack has recently joined the board of the International Legal Technology Standards Organization (ILTSO), where he will help the organization craft standards for law office technology. He also co-founded and is acting president of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry.
In this episode of The Florida Bar Podcast, host Adriana Linares interviews Practice Panther Vice President of Accounts Mor Assouline, Clio Director of Sales Engineering & Strategic Solutions Joshua Tanzola, Rocket Matter CEO and Founding Partner Larry Port, and MyCase Senior Customer Success Manager Marielle Levy about cloud-based practice management programs. The interview begins with a group analysis of topics that customers most frequently ask questions about, such as security and data migration, and how each respective company handles these inquiries. Josh explains what change management means in regards to practice management programs and Mor gives examples of why cloud security is safer than traditional file keeping methods. Larry discusses the importance of client portals and how difficult it can be to transfer client data from old systems and Marielle stresses the importance of two factor authentication. The interview closes with a group review of client accounting needs and how each company’s software addresses them.
Mor Assouline is the vice president of accounts for Practice Panther. He received his Bachelor of Arts from the Florida International University College of Business Administration.
Joshua Tanzola is the director of sales engineering & strategic solutions for Clio. He received his Bachelor of Arts in business from The University of British Columbia.
Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession and cutting edge technology. He frequently discusses marketing, design and efficiency, and quality techniques in the software industry that can be leveraged by lawyers and legal professionals.
Marielle Levy is the senior customer success manager for MyCase. She received her Bachelor of Arts in Political Science from the University of California, Santa Barbara.
“You have to look at your own micro area. Not just the whole state or country, but what’s happening in the city or town or region that you’re in.”—Paul Floyd
This week, Sam chats with Paul Floyd, a lawyer who advises solosmall attorneys about business issues, about how an attorney can leave a small firm in a small town and do so on good terms. Aaron and Sam also discussed how everyday things like keycards and paper checks can be far less secure than you think they are.
Paul Floyd is a partner at Wallen-Friedman & Floyd, P.A. Paul is known as a “lawyer’s lawyer” because he provides practical and legal advice to solosmall attorneys about business issues, including strategic planning, succession planning, governance structure, and lawyer departure issues. He also represents small business owners in a number of industries.
Paul is President-Elect of the Hennepin County Bar Association.
As attorneys graduate and head into the legal marketplace, or leave a law firm to start a solo practice, it can be hard to know where to find resources with tips on starting your new career. What are the most important things that a newly solo practitioner should know? What are some best practices for lawyers just starting out in the field?
In this episode of The New Solo, host Adriana Linares talks with the ABA TECHSHOW 2017 Planning Board and Law Practice Division member Dan Lear from Avvo to provide need to know advice for newly solo attorneys. This year’s TECHSHOW board consists of Barbara Leach Law PL. Managing Attorney Barbara Leach, O’Melveny & Myers Senior Manager of Technology and Development Ivan Hemmans, and Downey Law Group LLC. Founder Michael Downey. Michael emphasizes that small firms and solo attorneys should focus heavily on their cash flow. Dan states that legal professionals can view their businesses through three different mediums, the balance sheet, income statements, or cash flow. The amount of money coming in each month (and how you pay your expenses) is very relevant to the survival of a new business. Barbara encourages solo lawyers to establish their brand immediately and really determine what type of lawyer they’d like to be and what type of clients they’d like to attract. Michael accentuates the amount of credibility strong branding provides to a new attorney and gives insights into the steps he took to create his own brand. Ivan discusses the necessity of thoroughly learning Microsoft Word and the benefits of document organization. The group then closes the interview with an analysis of basic tech competencies, like email management, that all attorneys should master.
Ivan Hemmans is the Manager of Technology Development and Communications at O’Melveny & Myers LLP where he uses his extensive experience with information technology to help people find ways to solve everyday problems with the many available tools at their disposal. Ivan often speaks about legal technology at law firms and conferences. He writes a blog and occasionally for legal technology publications like Peer to Peer Magazine.
Barbara Leach is the managing attorney of Barbara Leach Law, PL. She is a member of the American Bar Association, The Florida Bar Association, the Central Florida Bankruptcy Law Association, the Orange County Bar Association, and the Central Florida Association for Women Lawyers. Barbara received her BA from the Hamilton Holt School at Rollins College and obtained her juris doctorate from the Florida State University College of Law.
Michael Downey is a legal ethics lawyer and a founding member of the Downey Law Group LLC. He has tried civil and lawyer discipline cases and argued appeals before the Missouri Supreme Court, U.S. Court of Appeals for the 8th Circuit, and Illinois ARDC Review Board. Michael received his B.A. from Georgetown University and his juris doctorate from Washington University in St. Louis School of Law.
Dan Lear is a technology lawyer and the Avvo Director of Industry Relations. He is the co-founder of the Seattle Legal Technology and Innovation MeetUp and founder of the Right Brain Law blog. Dan received his BA in international studies from Brigham Young University and his juris doctorate and MBA from Seattle University.
The only thing more expensive than hiring a lawyer is advertising as one.
For example, a recent study of online advertising found that 78 of the top 100 most expensive Google advertising terms are fought over by lawyers looking for clients. It can cost a lot of money to market a law firm. Worse, most law firms cannot track whether their expensive advertising is actually producing clients.
In this session, learn from Joshua Lenon, Lawyer in Residence at Clio, about the numbers you should be tracking when it comes to legal marketing.
How much marketing costs your firm should carry;
Calculating Return on Investment (ROI) for each method of advertising you use in your firm; and
Tools to measure revenue from cases against your advertising costs.
Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform.