Lawyerist Podcast

Jaksot

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  Leading Forward: Why Great Ideas Aren't Enough for Law Firm Strategy, with Debbie Foster & Stephanie Everett 10.09.2026 33min

  Law firms know change is coming. Knowing what to do about it is harder. In this episode of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading a law firm forward as technology, client expectations, and the business of law evolve.  Debbie explains why strategy often gets pushed aside for urgent client work and day-to-day demands. Together, they explore why firms struggle to move beyond “we’ve always done it this way,” how consensus can stall progress, and why great ideas mean little without execution and team buy-in.  They also examine how AI is raising the stakes for law firm leaders. Waiting for certainty is not a strategy. Stephanie and Debbie share practical ways to protect time for strategic thinking, challenge assumptions, build buy-in, and help teams adapt to change.  If your firm keeps talking about what needs to change but struggles to make it happen, this episode will help you move from ideas to action.  Listen to the previous episodes of our Law Firm Leadership Series.  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #633: Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #634: Leading Law Firm Operations: Building Systems That Reduce the Daily Firefighting, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  Links from the episode:  https://posh.com/lawyerist/  https://lawyerist.com/scorecard/  https://beanextlevelleader.com/    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read Be a Next Level Leader yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  01:47 – The New Small Firm Scorecard™  03:23 – Making Law Firm Progress Easier to Measure  06:38 – AI & Virtual Receptionists  08:08 – AI vs. Automation: What’s the Difference?  09:03 – Using AI to Enhance the Client Experience  12:03 – AI for Sentiment Analysis & Quality Assurance  13:04 – Keeping Humans in Control of AI  14:56 – Leading Your Law Firm Forward  15:24 – Why Law Firm Strategy Gets Pushed Aside  16:54 – AI Is Changing the Game for Law Firms  18:35 – Law Firms Are Playing 3D Chess  19:30 – Why Strategic Thinking Needs Protected Time  20:40 – Looking Beyond the Day-to-Day  22:47 – Moving Past “We’ve Always Done It This Way”  24:02 – Why Leading Through Change Is So Hard  24:34 – Great Ideas Aren’t the Problem. Execution Is.  26:58 – The Business Case for Law Firm Strategy  28:39 – Creating Believers Inside Your Law Firm  31:09 – Building a Culture That Thinks Ahead  32:28 – Why Leaders Will Build the Next Era of Law Firms 
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  Leading Law Firm Operations: Building Systems That Reduce the Daily Firefighting, with Debbie Foster & Stephanie Everett 03.09.2026 33min

  Law firm leaders are often so busy putting out fires that they never get the chance to prevent the next one. In episode 634 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading operations, the third cornerstone from their book, Be a Next Level Leader (beanextlevelleader.com).  Debbie and Stephanie explore what it means to shift from being the “hero” who solves every problem to the architect who builds systems that help the firm run better. They break down how leaders can help teams prioritize urgent versus important work, clarify decision-making authority, and develop the judgment to make better decisions without constantly escalating them.  They also explain why healthy firms surface problems early instead of hiding mistakes, how solving root causes can prevent recurring operational headaches, and why some law firm meetings cost far more than the decisions being made inside them.  If your days feel like an endless cycle of interruptions, emergencies, and meetings about the same problems, this episode offers practical ways to build systems that create more clarity, accountability, and consistency across your firm.  This week's homework: head to beanextlevelleader.com/resources for a free meeting audit calculator to see what your recurring meetings are really costing your firm.  Listen to our previous episodes on Law Firm Leadership, Systems & Stronger Teams  #633: Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #631: Tune In Before You Jump In: A Better Way to Delegate, with Shawn Vanderhoven Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #530: How to Design Meetings that Drive Results, with Matthew Homann Apple | Spotify | LTN  #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | LTN  Links from the episode: Kaleidoscope Conference, September 22-24 in Las Vegas: https://www.8am.com/events/kaleidoscope/ use code “Lawyerist26”    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, and Instagram!   For more on leading operations, check out Be a Next Level Leader at beanextlevelleader.com. Looking for help beyond the book?  Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:37 – Lawyerist Heads to Kaleidoscope in Las Vegas  03:23 – What Law Firms Can Learn from the Savannah Bananas  05:01 – Why Ridiculous Ideas Can Lead to Better Solutions  07:20 – The Third Cornerstone of Law Firm Leadership  07:44 – Leading Operations: Turning Ideas into Systems  09:29 – Stop Being the Hero and Start Being the Architect  11:01 – Why Nonbillable Work Can Be Your Most Valuable Work  11:35 – Building Better Systems One Problem at a Time  12:32 – Urgent vs. Important: Helping Your Team Prioritize  13:13 – Why Urgent Work Keeps Taking Over  15:07 – Teach Your Team to Think Without Rescuing Them  15:54 – Priorities, Trade-Offs & Better Judgment  16:45 – Who Actually Gets to Make the Decision?  19:18 – Why Law Firms Struggle with the Fear of Being Wrong  21:02 – Create a Culture Where Problems Surface Early  23:24 – Stop Fixing Symptoms and Find the Root Cause  25:10 – Audit Your Law Firm Meetings  25:50 – The $7,000 Meeting Problem  27:02 – Death by Meeting vs. Not Meeting Enough  28:17 – How to Run Meetings That Actually Accomplish Something  29:27 – Stop the Law Firm Rumor Mill  30:25 – This Week’s Leadership Homework 
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  Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett 27.08.2026 23min

  Most lawyers are taught how to practice law, not how to lead people. Then one day, they are handed a team and expected to figure it out. In episode 633 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading people, the second cornerstone from their book, Be a Next Level Leader.  Debbie and Stephanie break people's leadership into four essential responsibilities: building trust, developing others, communicating clearly, and holding standards. They explain why trust grows through small, human interactions, why leaders often overload their most dependable employees, and how delegation can become a tool for development instead of a way to clear your own plate.  They also explore why teams cannot meet expectations that were never clearly communicated, how positive and constructive feedback help people grow, and why “no news is good news” is not a leadership strategy.  If you want to build a team that can take greater ownership, perform at a higher level, and succeed without relying on one overburdened A player, this episode offers a practical place to start.  Listen to our previous episodes on Law Firm Leadership, Delegation, and Building Stronger Teams.  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #631: Tune In Before You Jump In: A Better Way to Delegate, with Shawn Vanderhoven Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:21 – Track Your Firm’s Progress with the Small Firm Scorecard  03:17 – Leading People: The Second Leadership Cornerstone  04:25 – Trust, Development, Communication, and Standards  05:59 – Why Law Firms Do Not Teach People Management  07:42 – Building Trust Through Real Relationships  08:58 – Small Conversations That Strengthen Trust  10:54 – Delegating to Develop, Not Just to Offload Work  11:26 – The Overburdened A Player Problem  12:48 – Becoming a Multiplier for Your Team  13:31 – Match Delegation to Skill and Readiness  14:52 – Set Clear Expectations Before Asking for More  16:38 – Why Feedback Is a Leadership Skill  18:33 – “No News Is Good News” Does Not Work  19:08 – Learn How Your People Want to Be Recognized  19:53 – A Simple Framework for Better Feedback  21:14 – Holding Standards Without Being Harsh  22:15 – Closing Thoughts and What Comes Next 
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  Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett 20.08.2026 24min

  Leaders do not simply enter a room. They change it. In episode 632 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading self, the first cornerstone from their new book, Be a Next Level Leader.  Debbie explains why “leaders bring the weather” and how a leader’s emotions, attention, and energy can shape an entire meeting. Together, they explore what happens when leaders make promises they cannot realistically keep, become bottlenecks for their teams, or undermine decisions by delivering them as someone else’s instructions.  They also discuss why honoring commitments is essential to building trust, how to renegotiate a deadline without hiding behind busyness, and what it means to speak as a leader even when you disagree with a decision. Debbie and Stephanie share practical scripts, exercises, and shared language law firm teams can use to make better leadership habits part of everyday work.  If you want your team to trust your word, follow your direction, and feel secure when pressure rises, better leadership starts with understanding how you show up.  Listen to our previous episodes on Law Firm Leadership, Self-Awareness & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete’s Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  Links from the episode:  https://beanextlevelleader.com/    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  01:19 – Why Leadership Teams Need Shared Language  03:16 – Meet Debbie Foster  03:45 – Why Leadership Starts with Leading Self  04:13 – Leaders Bring the Weather  05:27 – Showing Up Fully Present  06:17 – How Broken Commitments Erode Trust  08:15 – When the Leader Becomes the Bottleneck  09:29 – Speak as a Leader, Not a Messenger  10:11 – Disagree, Commit & Support the Decision  12:02 – How Leaders Undermine Their Own Credibility  12:57 – Turning Leadership Theory into Practical Tools  14:31 – Scripts for Renegotiating Commitments & Receiving Feedback  16:10 – How the Book and Workbook Took Shape  17:21 – Shared Language Creates Stronger Leaders  19:26 – Leading When Responsibility Exceeds Authority  21:21 – How Do You Show Up Under Stress?  22:34 – Closing Thoughts 
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  Tune In Before You Jump In: A Better Way to Delegate, with Shawn Vanderhoven 13.08.2026 59min

  When everything feels urgent, meaningful work rarely gets the attention it deserves. In episode 631 of the Lawyerist Podcast, Zack Glaser talks with leadership researcher and author Shawn Vanderhoven about how law firm leaders can create the clarity their teams need to focus and perform at their best.  Drawing from his book, Pause: How to Lead Brilliant Work in a Busy World, Shawn explains why effective leadership sometimes requires slowing down before moving forward. He shares what his research revealed about the behaviors that improve focus, the leadership habits that amplify distraction, and why teams struggle when every project is treated like a top priority.  Together, they explore how to make realistic tradeoffs, involve your team in prioritization, delegate without derailing someone’s entire day, and create systems that make difficult conversations easier. Shawn also explains why asking, “What will it take to do this well?” can lead to better decisions than simply asking whether the work can get done.  If your law firm is juggling too many priorities, this episode offers practical ways to reduce distraction, lead with greater clarity, and create space for work your team can be proud of.  Listen to our previous episodes on Law Firm Leadership & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #604: From Practice to Business: Scaling Beyond Yourself, with Andy Hays Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #541: Why the Best Teams Have Keystone Conversations, with Michael Bungay Stanier Apple | Spotify | LTN  Links from the episode:  https://www.pausebook.co/  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:25 – A Different Kind of Law Firm Conference  03:10 – LabCon for Law Firm Leaders  07:05 – What Is Broken About Law Firm Intake  11:30 – How to Secret Shop Your Firm  15:15 – The Role of AI in Client Intake  20:45 – Why Clients Still Want Access to Humans  26:30 – Meet Shawn Vanderhoven  29:15 – Why Leaders Need to Pause  30:25 – How Leadership Can Improve Focus  33:25 – When Everything Feels Important  37:15 – Making Prioritization a Team Sport  40:20 – Choosing Your Majors and Minors  42:45 – A Better Way to Delegate Work  46:10 – Navigating Competing Priorities  49:10 – Making Difficult Conversations Easier  54:45 – Creating Clarity Around What Matters  56:10 – Pausing to Help Your Team Move Faster  59:05 – Closing Thoughts 
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  Let AI Do the Bull$h!t Work: Practicing at the Top of Your License, with Sam Harden 06.08.2026 40min

  Lawyers may soon spend less time opening applications, and more time simply telling AI what needs to happen next. In episode 630 of the Lawyerist Podcast, Zack Glaser talks with innovation strategist Sam Harden about the rise of agentic AI and how tools like ChatGPT Work and Claude Cowork could reshape the way legal professionals work.  Unlike a traditional chatbot, an agentic system can operate within a workspace, analyze groups of files, create and update documents, develop plans, and connect information from different sources. That could allow lawyers to access emails, calendars, case materials, research, and practice management information through a single working interface.  Zack and Sam discuss what this means for law firms filled with open Word documents, browser tabs, PDFs, research databases, and disconnected software. They also challenge the idea that AI should perform the most sophisticated legal reasoning while lawyers clean up the formatting. Instead, AI should take on the repetitive administrative work so lawyers can operate at the top of their licenses.  If you want to understand where legal AI is heading beyond prompting and summarization, this episode offers a grounded look at the tools, opportunities, risks, and experiments shaping the next phase of legal work.  Listen to our previous episodes on Agentic AI, Law Firm Workflows & the Future of Legal Work.  #620: What Claude Means for Law Firms, Part 2: Using AI to Practice at the Top of Your License, with Sam Harden Apple | Spotify | LTN  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #581: Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:18 – What the World Cup Teaches About Professionalism  05:19 – Meet Sam Harden  06:25 – The “Claudification” of ChatGPT  08:15 – From Chatbot to Agentic Workspace  10:35 – Why ChatGPT Is Following Claude  13:00 – The Shift from Asking to Delegating  14:00 – What Agentic AI Actually Means for Lawyers  17:40 – Making AI the Interface for Legal Work  19:10 – The Future Surface of Work  23:30 – When Your Phone Becomes Your Workspace  25:35 – How Agentic AI Could Transform Law Firms  26:45 – Letting AI Handle the Legal Busywork  29:20 – Operating at the Top of Your License  31:15 – AI Should Format the Work, Not Make the Judgment  34:30 – How Lawyers Can Start Experimenting Safely  37:25 – Closing Thoughts 
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  Privacy, Power, and Prediction: Reclaiming Control of Your Personal Data, with Carissa Véliz 30.07.2026 43min

  Privacy is not just about keeping secrets. It is about protecting your power. In episode 629 of the Lawyerist Podcast, Zack Glaser talks with Oxford professor and author Carissa Véliz about how personal data gives companies, governments, and technology platforms the ability to influence our choices and shape our lives.  Carissa explains why seemingly harmless information, from the music you enjoy to the way your phone battery drains, can be used to identify, categorize, and predict you. They explore how AI has made surveillance cheaper and more powerful, why predictions should never be treated as facts, and how automated scores can affect important decisions without giving people a meaningful way to challenge them.  The conversation also offers practical ways to reclaim control without abandoning technology entirely. From choosing more private digital tools to questioning the predictions presented as inevitable, Carissa shows why every decision to protect your privacy matters.  If you have ever clicked “accept” without thinking about what happens next, this episode will change the way you think about your data, your autonomy, and who gets to shape your future.  Listen to our previous episodes on AI, Privacy & Legal Ethics.  #618: AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:55 – The Future of Law Firm Leadership  05:00 – The Four Cornerstones of Leadership  09:00 – Be a Next Level Leader  10:45 – Meet Carissa Véliz  11:45 – Why Privacy Is Power  13:30 – How Personal Data Limits Your Autonomy  15:50 – Who Decides What Your Data Says About You?  17:50 – How Companies Exploit Personal Vulnerabilities  20:10 – The Data You Never Realized Was Personal  21:15 – The Connection Between Surveillance and Prediction  22:30 – Applying Fiduciary Duties to Personal Data  24:15 – Why You Cannot Contest a Prediction  26:20 – Banning the Sale of Personal Data  28:25 – Predictions Are Power Plays, Not Facts  30:30 – AI and the Expansion of Digital Surveillance  33:25 – How to Take Back Your Digital Privacy  37:30 – Why Every Privacy Choice Matters  40:00 – The Future Is Not Predetermined  41:25 – The Most Private Way to Read a Book 
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  Marketing Without Feeling Salesy: How Lawyers Can Stay Visible and Win Better Clients, with Aaron Thomas 23.07.2026 34min

  Law firm marketing does not have to mean paid ads, aggressive sales tactics, or posting constantly online.  In episode 628 of the Lawyerist Podcast, Chad Fox talks with Aaron Thomas about marketing for lawyers who do not think of themselves as marketers. Aaron shares how he went from relying almost entirely on referrals to building a more intentional approach that helped grow his firm and bring in better-fit clients.  They explore why referral marketing is still marketing, how newsletters can keep firms visible, and why useful content often works better than a direct sales pitch. Aaron also explains how lawyers can build stronger referral networks, make their expertise easier to find, and outsource repetitive marketing tasks without hiring a full-time employee.  If you want to grow your firm without sounding salesy or turning marketing into a second job, this episode provides simple strategies you can begin using right away.  This episode is sponsored by Posh Virtual Receptionists. As Aaron explains, effective marketing is often less about selling and more about making it easier for the right clients to find, trust, and connect with your firm. Posh helps support that experience by answering calls, improving responsiveness, and helping law firms maintain consistent communication with prospective and current clients.  Learn more at https://posh.com/lawyerist/.  Listen to our previous episodes on Law Firm Marketing & Building Client Relationships.  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI Marketing Secrets, with Karin Conroy Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:25 – What Happens When a Business Fully Unplugs  02:05 – Why Rest Belongs in Your Business Plan  12:15 – Meet Aaron Thomas  13:05 – Every Law Firm Is Already Marketing  15:05 – Finding More of the Right Clients  16:20 – Why Advertising Should Not Be Your First Move  17:40 – Marketing to Your Existing Network First  18:50 – Newsletters That Clients Want to Read  21:05 – Networking Without the Sales Pitch  21:55 – Creating Referral Partnerships with Other Lawyers  23:50 – Using Helpful Content to Build Authority  25:10 – Let Your Expertise Do the Selling  26:25 – Why Free Information Still Leads to Paid Work  28:30 – A Practical Starting Point for Overwhelmed Firms  29:50 – Outsourcing the Work That Never Gets Done  31:20 – How Basic Marketing Created Rapid Growth  32:55 – Closing Thoughts 
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  Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun 16.07.2026 37min

  Knowing your communication style is useful. Knowing when to move beyond it is what creates growth. In episode 627 of the Lawyerist Podcast, Zack Glaser talks with Zeina Baydoun about how law firm leaders and teams can use DISC to better understand themselves, communicate more effectively, and respond with greater intention.  Zeina breaks down why DISC is not a personality test or a permanent label. It is a starting point for recognizing the behaviors that come most naturally, the blind spots those tendencies can create, and the ways stress may amplify them. Rather than using a profile to say, “That is just how I am,” she encourages leaders to ask whether their default response is actually what the person or situation needs.  They discuss how different communication styles can create friction inside law firms, why understanding behavior can replace judgment with curiosity, and how teams can better support one another without lowering expectations for growth.  If you want to improve communication without forcing everyone to think and work the same way, this episode offers a thoughtful framework for building more adaptable leaders and more connected teams.  Listen to our previous episodes on Leadership, Communication & Building Stronger Law Firm Teams.  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete’s Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction01:25 – Using DISC as an Active Leadership Tool04:10 – Meet Zeina Baydoun05:45 – What DISC Reveals About Communication08:35 – Understanding Behavioral Preferences12:00 – How Self-Awareness Changes Team Dynamics14:40 – The Problem with Personality Labels16:20 – Why Leaders Cannot Hide Behind Their Style17:40 – Developing Skills Outside Your Comfort Zone18:55 – Adapting Your Communication to the Situation21:55 – Leadership and Communication Under Pressure25:25 – Supporting Strengths and Managing Blind Spots28:50 – Creating Space for Other People to Lead31:05 – Moving Beyond Fixed Leadership Styles32:10 – Building New Behavioral Habits33:05 – Choice, Growth and Intentional Leadership35:05 – Closing Thoughts 
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  The Power of Humor in Law Firm Communication, with Jennifer Cargo 09.07.2026 28min

  Law firms deal with serious issues, but that does not mean every client interaction has to feel heavy. In episode 626 of the Lawyerist Podcast, Stephanie Everett talks with Jennifer Cargo about humor as an underrated communication skill for lawyers and law firm teams.  Jennifer shares how her experience with comedy training and amateur standup shaped the way she connects with clients, leads a team, and lightens stressful moments inside a law firm. From breaking the ice during client signings to helping team members feel more comfortable bringing challenges to her, she explains why humor is not about being silly or unprofessional. It is about paying attention, reading the room, and making people feel at ease.  Together, they explore how small moments of levity can build trust, improve client experience, and create a more approachable workplace culture. Jennifer also shares what comedy teaches about timing, observation, confidence, and finding the absurdity in everyday life.  A more human law firm does not always start with a new process or platform. Sometimes, it starts with the way you make people feel when they walk through the door.  Listen to our previous episodes on Law Firm Communication & Client Trust.   #609: Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett Apple | Spotify | LTN  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #592: Client Care, Culture and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN  #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, and Instagram!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:20 – Humor as a Serious Communication Skill  00:45 – What Makes LabCon Different  02:05 – Working on the Business, Not Just in It  04:03 – Meet Jennifer Cargo  05:17 – How Comedy School Changed Jennifer’s Perspective  06:29 – Practicing Confidence Before the Stage  07:22 – Standup, Improv, and Learning to Be Funny  08:42 – Observing the Absurdity Around You  09:05 – Turning Office Friction into Client Connection  10:44 – Humor and the Client Experience  12:06 – Finding Levity Without Dismissing Stress  14:43 – Why Smiling Changes the Interaction  15:29 – Timing, Pauses, and the Structure of a Joke  18:56 – What Law Firms Can Learn from Comedy  20:27 – Building Trust Through Approachable Leadership  22:45 – AI, Comedy Writing, and Creative Prompts  24:51 – Using AI as a Thought Partner  25:17 – The Value of Trying Something New 
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  Before You Hire: How to Know What Your Law Firm Really Needs, with Bernadette Harris 02.07.2026 26min

  Most law firm owners know what it feels like to need help. But needing help and being ready to hire are not always the same thing. In episode 625 of the Lawyerist Podcast, Stephanie Everett sits down with Bernadette Harris to talk about the timing, planning, and clarity required to make a successful hire.  Bernadette shares why the biggest hiring mistake is not always choosing the wrong person. Sometimes, it is hiring at the wrong time. Hire too soon, and the firm may not have enough work or revenue to support the role. Hire too late, and the owner may be too overwhelmed to train, onboard, and set the new person up for success.  Stephanie and Bernadette discuss how to evaluate consistent demand, identify whether the owner is the real bottleneck, and use capacity planning to make a more grounded hiring decision. They also explore why lawyers need to define the role clearly before bringing someone in, including the tasks, expectations, soft skills, and success metrics that will shape the position.  If you are thinking about hiring because your firm feels chaotic, this episode will help you pause, look at the data, and make sure you are solving the right problem before adding another person to the payroll.  Listen to our previous episodes on Law Firm Hiring, Delegation & Building Better Teams.  #621: Stop Calling Them VAs: How to Build a High-Performing Remote Legal Team, with Raquel Gomes Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction00:17 – The Case for Closing the Firm for a Week01:30 – What Has to Be True Before You Can Unplug02:35 – Planning Ahead So Time Off Actually Works03:25 – Meet Bernadette Harris03:55 – The Real Hiring Problem: Wrong Timing04:20 – Financial Stress vs. Operational Chaos05:25 – How to Know When Your Firm Is Ready06:05 – Why Hiring Decisions Need Data06:40 – Capacity Planning for Law Firm Owners07:40 – Are People in the Right Seats?08:45 – Consistent Work vs. One Busy Month09:55 – The Referral Problem and Predictable Demand11:15 – When the Owner Becomes the Bottleneck12:25 – The Time Study Every Owner Needs13:05 – Stop Hiring for “Help”14:20 – Role Clarity and the Type of Person You Need15:45 – Soft Skills Matter More Than You Think16:40 – Why You May Need the Opposite of Yourself17:45 – Onboarding Is More Than Paperwork18:30 – Creating a 90-Day Training Plan20:25 – Why Expectations Need to Be Clear Up Front22:50 – Showing New Hires What Success Looks Like24:30 – What Really Makes a Firm Ready to Hire24:45 – Closing Thoughts 
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  Building Better Lawyers in the Age of AI, with April Dawson 25.06.2026 38min

  AI is not just changing how lawyers work. It is changing how lawyers learn. In episode 624 of the Lawyerist Podcast, Zack Glaser talks with April Dawson, Associate Dean of Technology and Innovation and Professor of Law at North Carolina Central University School of Law, about what AI means for legal education, new lawyer training, and the future of law practice.  April explains why law schools can no longer rely on written work alone to measure whether students truly understand the material. As AI becomes embedded in legal writing, research, and drafting tools, new lawyers will need to prove their value in different ways, including verbal explanation, critical thinking, judgment, and the ability to use technology responsibly.  Together, they explore how AI may shrink traditional mentorship opportunities, why new lawyers need to become more self-directed learners, and how legal employers may increasingly expect graduates to arrive with real AI fluency. April also shares why small firm owners should rethink their workflows from beginning to end instead of layering AI on top of inefficient systems.  If you are wondering what the next generation of lawyers needs to know, this episode offers a practical look at how AI is reshaping legal education, law firm training, and the skills lawyers will need to stay valuable.  Listen to our previous episodes on AI Skills New Lawyers Need Now.  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler  Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  #553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction01:20 – What Claude for Legal Shows Lawyers About AI05:20 – Using AI Without Starting from Scratch09:20 – Meet April Dawson10:40 – Why Law School Can’t Teach the Same Way12:05 – Why Writing Alone No Longer Proves Understanding13:20 – The Skills Clients Will Actually Measure16:05 – Why “Strong Writer” Is Now Table Stakes18:15 – What New Lawyers Lose When AI Does the First Draft19:25 – How New Lawyers Can Learn Faster with AI22:55 – Building Judgment Without 20 Years of Experience27:10 – Why AI May Help New Lawyers Start Firms Sooner28:35 – What Small Firms Should Rethink Before Adding AI31:50 – Why AI-Savvy Lawyers Will Stand Out34:15 – The Risk of Automating Broken Processes36:15 – Closing Thoughts 
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  AI Arbitration and the Future of Legal Work, with Bridget McCormack 18.06.2026 31min

  Lawyers are trained to spot risk. But when it comes to AI, focusing only on risk may cause firms to miss the bigger opportunity. In episode 623 of the Lawyerist Podcast, Zack Glaser sits down with Bridget McCormack to talk about AI arbitration, legal innovation, and why the future of legal work may be less about replacement and more about reinvention.  Bridget reflects on her time as Chief Justice of the Michigan Supreme Court, including how the pandemic forced courts to adopt technology faster than anyone expected. She explains why that moment revealed both the limits of traditional legal systems and the potential for more accessible, user-friendly ways to resolve disputes.  Now leading the American Arbitration Association, Bridget shares how AAA is using AI to build tools for clause drafting, self-represented parties, resolution simulation, and even documents-only arbitration. The conversation explores what fairness looks like when AI is involved, why human oversight remains essential, and how legal professionals should think about accountability, bias, and trust.  If AI changes the routine parts of legal work, lawyers will need to rethink what clients actually need from them. This episode offers a practical and future-focused look at arbitration, legal technology, and the new kinds of judgment lawyers will need to bring to the table.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #612 – AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #607 – The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong Apple | Spotify | LTN  #619– What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #590 – Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587 – Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Links from the episode:  https://adr.org/  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  00:55 – Why Lawyers Should Test Their Own Intake Process03:35 – Meet Bridget McCormack04:25 – Leading Michigan Courts Through COVID05:20 – Why Remote Court Was Already on the Radar06:40 – Moving Trial Courts Online Fast08:45 – Why Legal Systems Are Slow to Change10:33 – From Chief Justice to CEO of AAA13:18 – How Alternative Dispute Resolution Is Evolving14:50 – AI Tools for Arbitration and Self-Represented Parties15:57 – Building AAA’s AI Arbitrator17:36 – Resolution Simulation and Faster Settlements19:05 – What Is Left for Lawyers?21:19 – Fairness, Bias, and Human Oversight in AI Arbitration23:45 – Why Legal Disputes Need More Options24:41 – AI Agents and the Future of Legal Infrastructure26:26 – When AI Agents Negotiate Contracts28:30 – Closing Thoughts   
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  From Practice to Asset: Building a Law Firm with Real Value, with Tom Lenfestey 11.06.2026 41min

  Most lawyers build their firms to serve clients, not to eventually leave them. But every law firm owner will exit someday, whether by choice, necessity, or life change.  In episode 622 of the Lawyerist Podcast, Zack Glaser talks with Tom Lenfestey, attorney, CPA, and founder of The Law Practice Exchange, about why exit planning should not be treated as something reserved for retirement. Tom explains why succession planning often feels like the end, while exit planning gives firm owners more control over their future, their value, and their next act.  They explore what makes a law firm transferable, why systems and data matter to buyers, and how lawyers can build firms that are worth more than just the owner’s name. Tom also breaks down how the market for law firm sales is changing, from private capital to alternative business structures, and why modern buyers are looking closely at financials, intake, marketing, operations, and owner independence.  If you own a law firm, this conversation is a reminder that your firm can be more than a job you built for yourself. With the right planning, it can become an asset, a legacy, and a bridge to whatever comes next.  Links from the episode: https://thelawpracticeexchange.com/  https://a.co/d/05rY2bUe  Listen to our previous episodes on Law Firm Exits & Succession.  #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN  #517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze Apple | Spotify | LTN  #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | LTN  #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  01:00 – Why Succession Planning Feels Like the End  02:15 – Identity, Second Acts & Life After Practice  05:00 – Meet Tom Lenfestey  06:35 – Does a Law Firm Have Value Beyond the Owner?  07:45 – Why Tom Started The Law Practice Exchange  10:45 – Creating a Marketplace for Law Firm Sales  12:55 – When to Start Planning Your Exit  13:55 – Why Exit Planning Belongs in Your Strategic Plan  15:45 – Why Time Is Your Biggest Advantage  16:05 – Building a Firm with Exit in Mind  17:30 – Why The Exit Blueprint Matters Now  20:40 – What Law Firm Owners Need to Know Before Selling  22:45 – Private Capital, ABS & New Buyer Models  25:20 – What Sophisticated Buyers Want to See  27:15 – Why Data and Systems Create Transferable Value  29:00 – When Succession Planning Goes Wrong  31:20 – Why Internal Successors May Not Be Buyers  33:00 – Exit Strategy vs. Retirement Planning  36:50 – Keeping Your Options Open After Exit  38:50 – Where to Find The Exit Blueprint 
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  Stop Calling Them VAs: How to Build a High-Performing Remote Legal Team, with Raquel Gomes 09.06.2026 28min

  Hiring offshore staff can transform a law firm, but only if it's done intentionally.   In this episode, Zack Glaser sits down with Raquel Gomes, co-founder and CEO of Stafi, to discuss the most common mistakes law firms make when hiring remote offshore team members. Drawing on her background in psychology and experience supporting hundreds of law firms, Raquel explains why the term "virtual assistant" may be holding firms back and how successful firms build engaged, high-performing remote teams.  Zack and Raquel explore the importance of defining roles before hiring, creating effective vetting processes, building structured onboarding systems, integrating remote staff into firm culture, and continuing to invest in team members after they are hired. They also discuss how law firm owners can move from working in the business to leading the business by building teams they trust.  Listen to our previous episodes on hiring, delegation, leadership, and building stronger law firm teams:  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN    Links from the episode:   https://getstafi.com    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 Introduction  01:26 Why "VA" Is the Wrong Mindset  04:21 Mistake #1: Hiring Reactively Instead of Strategically  06:02 Mistake #2: Weak Vetting and Screening  09:29 How Stafi Evaluates Candidates  11:41 Mistake #3: Poor Onboarding Processes  13:19 Creating SOPs Through Training  15:20 Mistake #4: Failing to Integrate Remote Staff  18:51 Investing in Team Culture and Communication  20:39 Mistake #5: Giving Up Too Soon  22:58 What Makes Stafi Different  24:45 Immigration Case Outsourcing Explained  26:34 The Benefits of Getting Offshore Hiring Right  27:28 Where to Learn More About Stafi 
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  What Claude Means for Law Firms, Part 2: Using AI to Practice at the Top of Your License, with Sam Harden 04.06.2026 49min

  Claude for Legal is not just something lawyers can install and use out of the box. It is a starting point for building smarter, more intentional law firm workflows.  In this follow-up to last week’s conversation, Zack Glaser continues his discussion with Sam Harden about Claude for Legal, AI skills, and what law firms need to understand before adding automation into their work. Sam explains why lawyers should not treat Claude’s legal plugin as a finished product, but as a framework they can customize around their own processes, practice areas, and firm strategy.  They discuss how lawyers can modify AI skills, share them across a team, avoid creating more silos, and think through workflows before automating them. From demand letters to deposition summaries to safe experimentation, this episode explores how AI can help lawyers reduce repetitive work while preserving the judgment, expertise, and “secret sauce” that make their firms valuable.  Listen to our previous episodes on Artificial intelligence, law firm workflows, and the future of legal practice:  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587: Future Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN    Links from the episode:  Posh.com/lawyerist  https://samharden.substack.com/    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00: Introduction00:20: Why “Ready” Can Be Fear in Disguise05:14: Sponsor Conversation with Posh13:16: What Claude for Legal Actually Is15:04: Claude for Legal 2.017:28: The Risk of Non Lawyers Using Legal AI20:09: What This Means for Attorneys21:17: The Plugin Is Not the Plan23:22: Customizing Claude for Your Practice   27:20: Sharing AI Skills Across a Firm29:03: Why Law Firms Need an AI Strategy31:19: Map Workflows Before Automating  33:05: Connecting AI to Your Firm’s Data39:13: How Far Can Law Firm AI Go?42:54: Practicing at the Top of Your License43:31: Safe AI Experimentation for Lawyers  47:44: Where to Find Sam Harden     
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  What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden 28.05.2026 39min

  Claude is not just another AI tool lawyers can chat with. It may be a preview of where legal work is heading. In episode 619 of the Lawyerist Podcast, Zack Glaser talks with Sam Harden about Claude, Claude for legal, and the growing role of AI in law firm workflows.  Sam breaks down how Claude can work with documents, folders, PDFs, Word files, and connected legal tools in ways that go far beyond simple prompting. They discuss the difference between Claude Chat, Claude Cowork, connectors, and skills, and why those distinctions matter for lawyers trying to understand what AI can actually do.  They also explore why law firms should not rush into automation without first building better systems. From deposition summaries to document creation to legal research support, this episode explains how AI can become more useful when it is guided by strong processes, clear instructions, and thoughtful implementation.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey  Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #590: Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler Apple | Spotify | LTN   #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN     Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  00:34 – Why Claude for Legal Matters  01:28 – Live Crabs and Work from Home Chaos  07:04 – Setting Up the Conversation  07:29 – Meet Sam Harden  08:04 – What Lawyers Should Watch with Claude  10:14 – What Claude Actually Is  11:16 – How AI Moved Beyond Chat  12:07 – From Claude Code to Claude Cowork  13:22 – How Claude Works with Documents  15:20 – Why Claude Cowork Is a Big Shift  15:45 – Creating Documents and Presentations  16:52 – Claude Chat vs. Cowork vs. Code  18:12 – Legal Plugins and Connectors  19:30 – Reducing Context Switching with AI  20:49 – Connecting Claude to Legal Tools  22:24 – What Legal Connectors Can Do  24:47 – MCP, Tools, and Connector Limits  26:37 – What Claude Skills Are  28:44 – Why SOPs Come Before AI Skills  29:43 – Using Skills for Legal Documents  30:35 – AI Skills for Deposition Summaries  31:14 – Combining Connectors and Skills  32:15 – Teaching Claude Like a Team Member  33:11 – Choosing the Right Skill  34:00 – How Bad Instructions Create AI Risk  35:49 – Building Better Skills and Plugins  37:13 – What Comes Next for Claude for Legal 
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  AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton 21.05.2026 37min

  Wrongful convictions and AI privacy may seem like separate issues, but both raise the same uncomfortable question: what happens when the legal system relies on old assumptions in a changing world? In episode 618 of the Lawyerist Podcast, Zack Glaser talks with Sunny Eaton about conviction review work, evolving science, and why lawyers should not be so quick to surrender privacy expectations in the age of AI.  Sunny shares how her work in the Nashville District Attorney’s Office focuses on reviewing old convictions, identifying new evidence, and helping correct cases where the system may have gotten it wrong. She explains why changing science, including advances in DNA, trauma research, and bias studies, can matter deeply when reviewing criminal convictions.  The conversation then turns to AI, attorney client privilege, client data, and the growing role of data brokers. Zack and Sunny explore whether information shared with AI tools should automatically lose privacy protection, and why lawyers may need to make stronger arguments before courts accept that assumption.  If you are concerned about AI in law firms, client confidentiality, or the future of privacy rights, this episode challenges lawyers to think harder about what should remain private and why it is our job to make the government work for it.   Listen to our previous episodes on AI, Privacy & Legal Ethics.  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 Introduction  01:25 Pruning Your Practice  04:15 When Loyalty Gets in the Way  06:25 Meet Sunny Eaton  08:45 Conviction Review Units  09:50 Reviewing Old Cases  11:25 Building Trust  12:40 What Cases Qualify  14:35 Changing Science  16:00 DNA, Trauma, and Bias  18:05 Case by Case Review  19:25 Bad Science and Old Convictions  20:40 AI and Privacy  22:00 Lawyers, Therapists, and Privacy  23:20 Giving Up Too Quickly on AI Privacy  25:30 Reasonable Expectations of Privacy  26:15 Client Data and AI Risk  29:15 What Email Teaches Us  31:00 Attorney Client Privilege and AI  33:20 Personal vs. Workplace AI Use  34:00 Old Rules, New Technology  35:45 Make the Government Work for It 
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  AI for Law Firm Growth: Building Smarter Systems and Better Business Decisions, with Conrad Saam 14.05.2026 33min

  AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm.  Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day.  The conversation also explores leadership under pressure through Conrad’s volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions.  If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next.  Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth.  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN   #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Apple | Spotify | LTN  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 – Introduction  00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don’t Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts 
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  From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson 07.05.2026 22min

  Many lawyers know they need to delegate. Far fewer actually do it in a way that leads to real growth. In episode 616 of the Lawyerist Podcast, Chad Fox sits down with Ellen Williamson to explore what it looks like to build a law firm that doesn’t rely on you for every decision.  Ellen breaks down the mindset shift from being the person who does the work to the person who leads it. She shares how she moved from handling every task herself to creating systems, training her team, and trusting others to take ownership of client work.  The conversation also explores why delegation can feel inefficient in the short term, how to think about the long-term payoff, and what it takes to build a team that can think, not just execute.  If you want to scale your firm without burning out or becoming the constant bottleneck, this episode offers a clearer way to approach delegation, leadership, and sustainable growth.  Listen to our previous episodes on Law Firm Growth, Delegation & Leadership.  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #597: What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall Apple | Spotify | LTN  #587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN   #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Chapters / Timestamps:  00:00 – Introduction  04:20 – Meet Ellen Williamson  05:30 – You Might Be the Bottleneck  07:00 – Why Doing Everything Feels Easier  09:00 – The Hidden Cost of “I’ll Just Do It”  11:10 – Why Delegation Feels Inefficient  13:00 – Sticking With It Long Enough to Scale  15:00 – How to Train People to Think Like You  17:20 – Turning One Task Into a Repeatable System  19:10 – The $500 vs. $50 Task Shift  21:00 – Using Video to Transfer Knowledge  23:00 – When Your Team Starts Thinking for You  25:00 – Structuring Time to Avoid Constant Interruptions  27:00 – Rethinking Billing and Incentives  29:00 – Letting Go of Control (For Real)  31:00 – Becoming the CEO of Your Firm  33:00 – What Growth Actually Looks Like  35:00 – Closing Thoughts