085: Top Tech Recommendations for a Better Practice

Joey Vitale practices trademark law in Chicago and got so busy he needed to hire overseas VAs from the Philippines. Then he started teaching other lawyers the benefits and methods of working with overseas VAs. Learn the best ways of hiring and working with remote VAs in law practice. And discover the "Holy Grail" metric for uncommon law firm success. Show Notes GlobalVettedVAs.com (Joey's Skybreaker website for helping folks find VAs) Clickup (project management software Joey uses and recommends) Onlinejobs.ph (website for finding Philippine VAs) Joey's presentation at Small Firm Bootcamp (Sell an online course in your law business) ChatGPT conversation about FAQs on hiring overseas VAs (click to view) General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

25 Apr 202348min

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) General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

18 Apr 202332min

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 Click to download the list of Best Systems & Tools for Lawyers Subscribe to Substack newsletter: The 80/20 Principle General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

11 Apr 202327min

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 General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

4 Apr 202331min

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 General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

28 Mars 202338min

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 General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

21 Mars 202331min

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 General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

14 Mars 202328min

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 General Resources The 80/20 Principle (my email newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (an online community for law firm owners) 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 are able to 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 actually 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 business and impact the world. Find out more at EmeraldCity

7 Mars 202329min