085: Top Tech Recommendations for a Better Practice

085: Top Tech Recommendations for a Better Practice

To create a better practice you should leverage technology. Here are my top tech recommendations for simplifying, automating and outsourcing your way to freedom.

Show Notes

Here's my a link to download my top tech recommendations, and here's my best overall advice:

After having worked for over a decade with hundreds of lawyers in all kinds of practices, I've zeroed in on three essential elements for making any kind of law practice run a LOT smoother.

1. Simplicity

The simpler your practice is, the better. But how do you create simplicity?

You start by creating systems; for doing common workflows. But you also have to eliminate unnecessary complexity . When you do these two things, your practice will become exponentially easier to run.

2. Automation

This is where technology will make the biggest difference. And when you get enough solid automation going, some key parts of your practice will start to run more by themselves—without you having to be involved.

There's a lot that you can theoretically automate, but I recommend starting with text-based automation , online scheduling services , and email-based referral marketing . That's where you'll get the biggest payoff the most quickly.

Once you've locked in solid automation in those areas you'll start feeling a lot more relaxed and in control.

3. Mobility

When you get adept at working remotely , using cloud services , and virtual assistance , well…

Then you'll finally start to enjoy massive freedom.

You'll spend zero time doing drudgery and more time away from work, having fun.

Harsh Truth Time

Technology, by itself, is not going to make your practice better.

But using it haphazardly (as many lawyers do) will almost certainly make things worse, not better.

Look, technology needs to be used sensibly to fully harness its power.

And if you want to know how to use it sensibly, and effectively —in a way that leads to radical improvement…

…here are two ways that I can help you do that sooner rather than later.

LawFirm Autopilot - Online Program

This is my signature program for learning to simplify, automate and outsource key aspects of your law practice. You can learn more about it here .

Lot's of lawyers have used it to make big changes, even some who call themselves "dinosaur lawyers."

Here are some of the things people have said about this program…

  • "I can honestly say that I'm years ahead of where I would be if had not done this…" —Keith Magness
  • "My practice has grown exponentially because of Ernie."—Stephanie Quigley
  • "Ernie is the man to know if you're trying to build your practice and take it to the next level."—Charles Irvin

The Autopilot program is self-directed so you can go through it at your own pace.

But some folks want more hands on guidance, and want to get results faster. And for them, I offer my 2-Day Live Conference

Happening May 7th & 8th 2020

The Small Firm Bootcamp will be the fastest way to improve your practice, and it includes the Autopilot course as a FREE BONUS.

There will be 18 nationally recognized speakers/consultants that I can personally guarantee will be among the best you've ever seen.

They'll be covering important topics like

  • Creating & refining systems to make your practice run smoother
  • Identifying best options for practice management software
  • Keeping your data secure against hacking or inadvertent loss
  • How to attract better clients by using tasteful, but powerful marketing tactics & tools
  • How to automate the creation of documents using macros and voice-to-text software and apps
  • How to leverage virtual assistance effectively, including how to get part-time lawyer assistance

You can read more about the speakers here , and we'll be revealing the final agenda in a few days.

The most important thing to bear in mind is this: the agenda for the live event is optimized for learning things that can best be learned in a live event.

Whatever can be better explained or taught in an online webinar or lesson has been placed in the online materials that you get access to immediately upon registration. The idea being that you can start working on your practice right away, and do so at your own pace.

General Resources

Thanks to My Sponsor

Smith.ai; is a superior receptionist service for law firms that also helps you convert first-time callers or website visitors into paying clients.

They also offer a free AI Chatbot that provides 24/7 service on your website. Ernie appreciates the superior service they provide to his callers and web visitors, and you will too.

And if you're curious about how a virtual receptionist service can help you take your practice to the next level, check out this ebook.

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 business and impact the world.

Find out more at https://emeraldcitypro.com

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069: Outsourced Lawyer Work with Kristin Tyler

069: Outsourced Lawyer Work with Kristin Tyler

If you're a solo or small firm lawyer struggling to get quality legal research and writing done on short notice (without needing to hire an associate) you should check out a service called Lawclerk. In this episode I talk with one Lawclerk's co-founder, Kristin Tyler, about how their service works, and why so many attorneys are enthralled when they discover what it can do for them. If you want to see an example of the work product done by one of Lawclerk's freelance contractors, check out this memo that I submitted to the Texas Bar Association. If you decide to try LawClerk's service you can get a $50 rebate on your first project by using the code: ernie50 General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

22 Okt 201932min

068: The Power of PDFs with Aaron Krigelski

068: The Power of PDFs with Aaron Krigelski

Aaron Krigelski is the co-founder of StrutLegal;, a company that helps lawyers created hyperlinked ebriefs. Increasingly, judges want lawyers to create such briefs. But doing so is beyond the technical skill of most lawyers. In this episode, Ernie and Aaron discuss advanced PDF skills generally. But they also highlight the reasons why judges and their clerks are so enamored of hyperlinked briefs. General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

15 Okt 201929min

067: Accounting Essentials for Your Law Firm with Amanda Aguillard

067: Accounting Essentials for Your Law Firm with Amanda Aguillard

Amanda is the founder of Aguillard Accounting, a small business accounting firm based in New Orleans with clients across the country. Her focus is solo and small law firms and real estate brokerages. She is also the co-founder of Elefant, a training company for accountants and bookkeepers. Amanda's #1 passion is helping small business owners build the practices of their dreams using technology. Resources discussed in this episode Xero; - cloud-based accounting software for small businesses (which Ernie and Amanda both use and recommend) MinuteDoc; - Xero-based time and billing integration Amanda's Clio Conference Talk (YouTube recording) entitled "Accounting Doesn't Have to Be a Bad Word. She talked about making sense of accounting practices and how to avoid common law firm accounting pitfalls. Quickbooks Online - the cloud-based competitor to Xero. Amanda's Twitter Feed - where she posts important announcements for small business owners looking for guidance with accounting issues. Small Firm Bootcamp 2020 - the 2-day conference for solo and small firm attorneys coming up in May of 2020 in New Orleans. Special "early bird" pricing is now in effect. General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

8 Okt 201932min

066: Speaking Authentically to Clients

066: Speaking Authentically to Clients

If you want great clients you need to talk to them in an authentic, personal way. If people can't figure out who you really are, or where you're coming from (i.e. your values) they will deal with you at arms length. They won't trust you very much. But if you put your real self "out there" you'll be amazed at how many wonderful people will be drawn to you. General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

1 Okt 201919min

065: What's your vision for success?

065: What's your vision for success?

In this episode, Knoxville attorney Patrick Slaughter returns to discuss the importance of crafting (or discovering) your law firm's vision. Patrick and Ernie explain why they think that these two books are helpful in crafting a meaningful vision of success (in life, and in your law practice): The Alchemist, by Paolo Coelho Traction: Get a Grip On Your Business, by Gino Wickman General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

24 Sep 201941min

064: Backing up your law firm's data

064: Backing up your law firm's data

Through his company Optiable, Craig Bayer has helped hundreds of solo and small firm attorneys better manage their digital documents. So he's in a great position to discuss the best way to backup those documents, along with other crucial data. … Want my personal help? And if you want ongoing guidance improving and growing your practice consider joining my ; Co-Pilot coaching program ...which is exclusively for solo and small firm lawyers that want to better manage and market their practices (so they can take more time off and enjoy life more!) Our Sponsor: Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. *** 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 business and impact the world. Find out more at https://emeraldcitypro.com BTW, I'd love to get your feedback or hear about your questions (which I'll answer in upcoming episodes). And when you get a chance, download my free Guide to Working Smarter in the Digital Age (which will help you streamline & optimize your practice —so you start working less and relaxing more). Oh, and if you're interested in making changes sooner, check out my new Working Smarter course.

17 Sep 201937min

063: Effective Task & Project Management

063: Effective Task & Project Management

The main reason people aren't able to effectively manage their important tasks and projects is they don't have a good system for capturing tasks and ideas as they come up. In this episode I'll share with you the three keys to effective task capture and management. The Magic Number 7, Plus or Minus 2: Some Limits on Our Capacity for Processing Information, by George Miller Eisenhower Matrix, ETA blog post David Allen interview by Tim Ferriss Getting Things Done: The Art of Stress Free Productivity, by David Allen Asana; - cloud-based task & project management tool Omnifocus for Mac http://www.amazon.com/exec/obidos/ASIN/1599185059/ernieattorney-20 General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

10 Sep 201927min

062: Improve Your Thinking, Improve Your Life

062: Improve Your Thinking, Improve Your Life

Literally every person who thinks has flaws in the way they think. It's not their fault; it's factory-installed in their cognitive engine. That's true for me, for you, and for any human born with a brain. You can ignore the preset cognitive flaws and live at their mercy. Or you can improve your thinking. Step one is understanding some of the basic flaws that are most insidious and most debilitating. In this episode I touch on three books that are quite helpful in getting a better sense of what kinds of cognitive flaws you most need to address. The War of Art: Break Through the Blocks and Win Your Inner Creative Battles, by Steven Pressfield Meditations;, by Marcus Aurelius Seeking Wisdom - From Darwin to Munger, by Peter Bevelin General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to My Sponsor Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists' exceptional services (and get a special discount for podcast listeners only) click here. 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 business and impact the world. Find out more at https://emeraldcitypro.com

3 Sep 201923min

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