107: Managing Information in an Age of Digital Disruption

Can you ethically practice New York law if you're licensed there but actually living in Louisiana? Listen and find out. Modern legal ethics is now driven by technology, so how can regulatory bodies keep up with the pace of change? Short answer: in many key areas, they can't and aren't. Show Notes Dane Ciolino's website (LA Legal Ethics) Casemap (software Dane & Ernie used and loved) Airtable (the popular cloud- based database program Dane uses instead of Casemap) Check out my 2-page outline: Digital Lawyering (how to work smarter by using technology effectively) 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 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 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

24 Maj 202250min

After eliminating inefficient paper, the next question is how can you optimize your digital workflows in your practice to make it more streamlined and automated. That's what's covered this episode. Show Notes Check out the 2-page outline: Digital Lawyering (how to work smarter by using technology effectively) Chatterboss virtual assistants (schedule a free call to find out how they work for lawyers like you) Otter.ai (automated transcript-generation from notes or personal dictation) NetDocuments (a cloud-based document management system for professionals like lawyers, accountants etc.) Episode 49 - Reduce Costs & Save Time with a DMS (with Craig Bayer Episode 64 - Backing Up Your Law Firm's Data (with Craig Bayer) 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 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 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

17 Maj 202235min

Creating a paperless practice is vital if you want to reduce friction in workflows, and improve efficiency. Lawyers have some common questions about how to make this happen, and this episode will provide answers. Show Notes 2017 ABA Article ("How a Paperless Practice May Be Right For You") Check out my 2-page outline: Digital Lawyering (how to work smarter by using technology effectively) 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 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 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

10 Maj 202245min

Lawyers keep asking the same fundamental questions about key aspects of running a small law firm. Newbies and experienced lawyers have a lot of the same questions and concerns, in this episode we talk about them. Show Notes Email me at ernie@lawfirmautopilot.com with your questions, if you want me to address them. Check out my 2-page outline: Digital Lawyering (how to work smarter by using technology effectively) 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 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 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

3 Maj 202219min

In this episode we'll delve deeper into how to avoid toxic clients, or at least minimize their toxicity as much as possible. Check out the prior episode for a full discussion of the key indicators of toxicity in people. Show Notes Google "how to spot toxic people" A sample firm policy for accepting clients (i.e. avoiding toxic people) A sample procedure for getting rid of toxic clients A sample engagement agreement that lists reasons you will not continue working with a client. 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 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 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

26 Apr 202228min

How much you enjoy your law practice depends on who you allow to become your clients. The key to avoiding bad clients is learning how to spot toxic people. It's also important to have procedures in place to get rid of toxic clients you already have. That's what we'll cover in this episode. Show Notes Google "how to spot toxic people" A sample firm policy for accepting clients (i.e. avoiding toxic people) A sample procedure for getting rid of toxic clients 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 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 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

19 Apr 202225min

If you're serious about managing a successful law practice, you should measure and track your Net Promoter Score. In this episode, you'll learn what the NPS is, how it's calculated, and how it can lead to you getting more great clients, and fewer bad ones. Show Notes The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results, by Gary Keller The Ultimate Question 2.0: How Net Promoter Companies Thrive in a Customer-Driven World, by Fred Reichheld & Rob Markey Take my NPS survey and let me know how I'm doing with the podcast (and see how the questions look to someone who is answering them). Here's an example of the sequence of questions to ask 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 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 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

12 Apr 202228min

Business attorney Andrew Legrand is planning to go rafting in the Grand Canyon for 21 days during September, and will be completely out of touch with his law firm for a full month. How can he be sure that everything will continue to run smoothly while he's gone? Listen and find out. (spoiler alert: he relies on well-documented systems) Show Notes Andrew Legrand's Law Firm Website Mindset: The New Psychology of Success, by Carol Dweck Solo By Choice, by Carolyn Elefant How to Start and Build a Law Practice, by Jay Foonberg Ray Abadin's website (former president of the Florida Bar Association) Zapier (cloud-based automation service) Clio (most popular Law Practice Management software) Code, And Other Laws of Cyberspace, by Lawrence Lessig (explains how laws are just like software code) Phantom Ranch, Grand Canyon SweetProcess (the procedure-documenting software used and recommended by Ernie) Craig Ball (forensic examiner, tech-savvy attorney) 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 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 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

5 Apr 202250min