Lawyerist Podcast

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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 49хв

  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     
• What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden 28.05.2026 39хв

  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 
• AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton 21.05.2026 37хв

  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 
• AI for Law Firm Growth: Building Smarter Systems and Better Business Decisions, with Conrad Saam 14.05.2026 33хв

  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 
• From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson 07.05.2026 22хв

  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 
• How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett 30.04.2026 28хв

  What happens when the best lawyer in the office becomes the boss? In episode 615 of the Lawyerist Podcast, Zack Glaser sits down with Debbie Foster and Stephanie Everett to talk about the leadership gap inside most law firms and why technical skill does not automatically translate into great leadership.  They explore why so many firms rely on “figure it out as you go” leadership, how that creates burnout and frustration, and why so many leaders end up becoming the bottleneck in their own business.  Debbie and Stephanie introduce their four leadership cornerstones and explain how law firm leaders can shift from solving every problem themselves to creating teams, systems, and workflows that work without constant intervention.  If you are tired of putting out fires all day, this episode is your reminder that leadership should feel more strategic and a lot less exhausting.  Listen to our previous episodes on Law Firm Leadership & Building Better Teams.  #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  #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN  Links from the episode:  https://beanextlevelleader.com/    Chapters / Timestamps:  00:00 – Introduction  00:30 – Using AI as a Thought Partner  02:00 – Better Prompts, Better Leadership Decisions  05:30 – Meet Debbie Foster and Stephanie Everett  06:40 – What Are Next Level Leaders?  08:15 – Why Most Law Firms Don’t Train Leaders  10:05 – Learning Leadership the Hard Way  12:10 – The Four Cornerstones of Leadership  17:20 – From Heroics to Architecture  18:45 – Why Leaders Become the Bottleneck  20:10 – From Problem Solver to Multiplier  21:30 – Building Sustainable Leadership Systems  23:00 – Who This Program Is For  25:30 – The Book, Workbook, and Leadership Cohorts  28:00 – Leadership Is a Skill, Not a Title  29:00 – Closing Thoughts   
• Tax Planning for Lawyers: Turning Profit Into Long-Term Growth, with Jayden Doye 23.04.2026 28хв

  Most law firm owners are highly strategic in their legal work, but far less intentional about their finances. And it shows up at tax time.  In episode 614 of the Lawyerist Podcast, Bernadette Harris talks with Jayden Doye about the financial habits that quietly cost law firms thousands and why reactive tax preparation is not the same as real tax strategy.  Jayden breaks down the key differences between bookkeeping, tax preparation, and tax planning, and explains why many lawyers overpay the IRS simply because they wait too long to act. They also explore common mistakes like misclassifying employees, relying on DIY accounting, and focusing on revenue instead of profit.  Together, they share practical ways to take control of your numbers, build better financial systems, and make smarter decisions throughout the year, not just in April.  If you want to stop guessing, reduce your tax burden, and run a more financially stable firm, this episode offers a more proactive approach to managing your practice.  Listen to our previous episodes on Law Firm Profitability & Financial Clarity.  #595 – KPIs for Lawyers: Measuring Your Law Firm’s Financial Health, with Bernadette L. Harris (Remastered) Apple | Spotify | LTN  #583 – From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #558: The Wealthy Lawyer: Practical Financial Strategies for Legal Professionals, with Darren Wurz Apple | Spotify | LTN  Links from the episode:  https://theelawfirmcpa.com/home    Chapters / Timestamps:  00:00 – Introduction02:15 – Why Perfectionism Holds Lawyers Back08:10 – Meet Jayden Doye09:00 – The #1 Tax Mistake Law Firms Make10:45 – Why Doing It Yourself Costs More12:20 – Understanding the Financial Basics15:00 – How to Actually Lower Your Tax Bill17:00 – The Hiring Mistake That Can Trigger Audits19:00 – Are You Paying Yourself the Right Way?21:45 – Revenue vs. Profit (What Actually Matters)23:30 – Why Tax Bills Catch Lawyers Off Guard25:30 – Fixing the Problem Moving Forward26:40 – Simple Habits for Better Financial Control28:10 – The One Rule Every CPA Agrees On 
• Scaling Access to Justice: How Technology and Partnerships Expand Legal Impact, with Zach Zarnow 16.04.2026 27хв

  Access to justice is not just a gap. It is a scale problem. In episode 613 of the Lawyerist Podcast, Zack Glaser talks with Zach Zarnow, Executive Director of Scale Justice, about what it really takes to reach more people without relying on more lawyers.  Zach explains why traditional approaches like pro bono work, while valuable, are not enough to meet the overwhelming demand for legal help. Instead, Scale Justice focuses on building systems, tools, and partnerships that expand the reach of legal services through technology and collaboration.  They explore how courts, legal aid organizations, and community groups can work together to meet people earlier in their legal journeys, why designing for real user needs matters more than ever, and how thoughtful use of technology can increase impact without sacrificing quality.  If you are thinking about how to serve more clients, build more efficient systems, or rethink the role of your firm in a larger ecosystem, this episode offers a broader and more scalable way to approach legal services.  Listen to our previous episodes on Access to Justice, Technology & Scaling Legal Help.  #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   #607: The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong Apple | Spotify | LTN  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  Links from the episode:  www.scalejustice.org  Check out the episode on YouTube: https://youtu.be/4A3J-UjAdjQ    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  04:40 – Meet Zach Zarnow  06:20 – The Access to Justice Problem  07:50 – Why More Lawyers Isn’t the Answer  09:15 – Building Systems That Actually Scale  11:10 – Partnering Instead of Selling  12:30 – What It Means to Be Mission-Driven  14:00 – Where the Courts Fit In  15:30 – Solving Legal Problems Before They Escalate  17:00 – Catching Legal Issues Early  18:20 – Technology as a Force Multiplier  19:10 – The Risks of DIY Legal AI  21:05 – Who Should (and Shouldn’t) Use These Tools  22:45 – Why Most Legal Tech Should Be Treated as an Experiment  23:50 – What the Future Could Look Like  25:00 – Ways Lawyers Can Contribute  26:30 – Closing Thoughts 
• AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey 09.04.2026 31хв

  AI is not just another tool. It is changing how clients think, act, and make decisions. In episode 612 of the Lawyerist Podcast, Stephanie Everett talks with Cat Casey about what lawyers need to understand before AI creates problems they cannot fix.  As more clients turn to tools like ChatGPT, lawyers are facing new challenges around trust, accuracy, and confidentiality. Cat explains why even lawyers who choose not to use AI still need to understand it, and how failing to do so can create real risks for both lawyers and their clients.  They share practical ways to approach AI with the right mindset, including how to think about its limitations, how to use it as a thinking partner instead of a replacement, and how to guide clients who may not understand the consequences of using it.  If you want to stay ahead of where the legal profession is heading, this episode offers a clear and actionable place to start.  Listen to our previous episodes on Using AI in Law Practice.  #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   #580 – Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #550 – Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Links from the episode:   https://thetechnocat.com/about  Check out the episode on YouTube: https://youtu.be/PQwAxiNjbhY   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  02:10 – A New Way of Working with AI  05:00 – From Task Execution to Orchestration  07:45 – Meet Cat Casey 09:30 – The Shift Happening Right Now in Law 11:15 – The Rise of AI in Client Behavior 13:45 – Understanding AI Without Getting Technical 16:35 – Why AI Is Not a Research Tool Replacement 18:50 – The Role of Judgment in an AI World 20:10 – AI as a Collaborative Tool 22:10 – Why Iteration Is Part of the Process 23:25 – When AI Creates Legal Risk 25:55 – Confidentiality and Privilege in Practice 27:10 – The Reality of Discoverability 28:20 – Lessons from Past Tech Shifts 29:30 – Where Lawyers Should Start 
• Choosing the Right Legal Tech in the Age of AI, with Scott Clasen 02.04.2026 35хв

  Most law firms don’t have a tech problem. They have a decision-making problem.  In episode 611 of the Lawyerist Podcast, Zack Glaser talks with Scott Clasen about how to evaluate legal technology in a world where AI is changing everything and somehow making it more confusing at the same time.  Too many firms are stuck buying more tools, chasing new features, and hoping the next platform will finally fix their workflow. Scott challenges that approach by shifting the focus away from software and back to systems, asking a more important question: what problem are you actually trying to solve?  They explore the rise of AI-powered SaaS, the appeal of building your own tools, and why “AI-enabled” doesn’t always mean “useful.” The conversation also breaks down how to evaluate legal tech vendors, what contextual AI actually means, and how to think about long-term investments when the landscape keeps shifting every six months.  If your tech stack feels bloated, expensive, or underwhelming, this episode offers a smarter way to make decisions that actually move your firm forward.  Listen to our previous episodes on Legal Tech, AI, and Smarter Law Firm Systems.  #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   #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 – Introduction02:00 – Lawyers Lab Updates03:55 – Meet Scott Clasen05:30 – SaaS Is Dead… Or Not06:45 – Building vs Buying Legal Tech08:30 – Paying for Tools You Don’t Use09:20 – AI Isn’t Always the Answer10:45 – Context Is What Makes AI Useful13:20 – AI That Works Like a Team Member15:10 – Making Smart Tech Investments16:30 – Start with the Problem, Not the Tool18:30 – Fixing Broken Workflows  20:10 – When AI Does More Than Your Software21:50 – Custom Software Is Back23:15 – Where Your Data Should Live25:40 – The Build vs Buy Decision27:50 – Is This a Tech Revolution?30:10 – What Will Survive in Legal Tech32:00 – Where AI Is Heading33:30 – Closing Thoughts 
• Beyond Copycat Marketing: Building a Law Firm Brand That Actually Converts, with Karin Conroy 31.03.2026 30хв

  In episode 610 of the Lawyerist Podcast, Zack Glaser sits down with Karin Conroy to unpack why so many law firm websites fail to convert and why AI is making the problem worse.  Karin explains why copycat marketing has always been ineffective, and how the rise of AI generated content is accelerating a wave of sameness across legal websites. As tools make it easier than ever to produce content quickly, the firms that stand out are not the ones moving faster, they are the ones thinking more strategically about differentiation, trust, and positioning.  The conversation explores what actually matters on a modern law firm website, from messaging that resonates in seconds to branding that signals credibility to both humans and algorithms. Zack and Karin also break down where AI fits into a smart marketing strategy and where it quietly undermines it.  If your website looks good but is not bringing in clients, this episode will help you rethink what “working” really means.  Listen to our previous episodes on law firm marketing with Karin Conroy:    #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 Creative Conroy Apple | Spotify | LTN   #559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) Apple | Spotify | LTN    #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN  Links from the episode:  https://www.conroycreativecounsel.com/lawyerist/ 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  02:00 – Meet Karin Conroy  03:45 – The Problem with Copycat Websites  06:00 – Why “Inspiration” Turns Into Sameness  08:30 – AI Slop Before AI  10:30 – If You Look the Same, You Compete on Price  12:30 – What Your Website Should Actually Do  14:30 – The 3 Second Rule  16:00 – Messaging That Makes Clients Feel Understood  18:30 – Stock Photos and Fake AI Images  21:00 – Using AI Without Killing Your Brand  24:00 – Why Most Bio Pages Fail  27:00 – What Clients Actually Care About  29:30 – Trust Signals That Matter  32:00 – Content Is Cheap, Expertise Is Not  35:00 – How to Stand Out in a Sea of Sameness  38:00 – The Only Shortcut That Works  41:00 – Closing Thoughts   
• Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett 26.03.2026 26хв

  Most law firms are designed for lawyers, not clients. And clients feel it. In episode 609 of the Lawyerist Podcast, Stephanie Everett sits down with Laura Hartnett to explore how design thinking can transform the way legal services are delivered.  Laura breaks down why clients often feel confused, anxious, or left in the dark, even when lawyers are doing excellent work. She shares how small changes, like rethinking communication, mapping the client journey, and understanding what happens after you deliver advice, can dramatically improve both client satisfaction and firm efficiency.  Together, they share practical ways to rethink your processes, clarify your communication, and deliver work clients can actually understand and use. If you want to build a law firm that feels clearer, more human, and easier to work with, this episode offers a smarter approach to designing your practice.  Listen to our previous episodes on Client Experience & Designing Better Legal Services.  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #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  #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN    Links from the episode:  https://laurahartnett.com/  https://lawyerist.com/turn-ai-into-your-small-firms-advantage/    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 Laura Hartnett  05:00 – What “Design Thinking” Actually Means  06:05 – Why Client Experience Starts with Emotion  07:45 – Stop Inheriting Your Law Firm  08:40 – Where to Start: Understanding Your Client  10:20 – Mapping the Client Journey  12:15 – The Hidden Friction in Law Firm Processes  14:30 – Why Clients Don’t Understand Your Work  16:25 – Designing Deliverables Clients Can Use  18:20 – Lessons from Other Industries  19:05 – AI, Client Expectations & New Behaviors  21:40 – Teaching Clients When to Call You  23:00 – Redesigning Legal Services for the Future  25:00 – Staying Curious About AI & Change  27:00 – Closing Thoughts 
• Business Development forLawyers: Building Real Relationships That Lead to Clients, with Megan Senese 19.03.2026 24хв

  In episode 608 of the Lawyerist Podcast, Stephanie Everett talks with former Big Law business development professional Megan Senese about the human side of legal marketing and why the most effective client development strategies often look less like selling and more like genuine connection.  For many lawyers, business development feels awkward, performative, and disconnected from the real work of practicing law. Megan challenges that assumption by showing how meaningful relationships, not sales tactics, are what actually drive sustainable growth.  They explore why traditional networking advice fails so many lawyers, how small thoughtful gestures can build stronger professional relationships, and why authenticity matters more than ever in a crowded legal marketplace. Megan also shares practical ideas for nurturing relationships, staying top of mind without being transactional, and approaching business development in a way that feels natural rather than forced.  If the idea of “doing marketing” makes you cringe, this episode offers a more sustainable approach to building relationships, trust, and ultimately a thriving legal practice.  Listen to our previous episodes on Law Firm Marketing & Differentiation.  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  #549: A Journey into Video Marketing, with Temi Siyanbade Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis Apple | Spotify | LTN   Links from the episode: https://stage.guide     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  02:05 – Why Thoughtful Gestures Strengthen Professional Relationships  05:10 – Meet Megan Senese  06:25 – Why Business Development Feels So Hard for Lawyers  07:10 – How to Make Networking Feel Natural  09:20 – Why Copying Other Firms’ Marketing Doesn’t Work  10:15 – Turning Personal Interests into Business Development  12:30 – Simple Ways to Nurture Professional Relationships  14:00 – Staying Top of Mind Without Being Salesy  15:10 – How Long It Actually Takes to Build Client Relationships  16:05 – How to Ask for Business Without Feeling Awkward  18:05 – Why Listening Creates Better Pitch Opportunities  20:00 – Staying Curious About New Tools and Technology  23:00 – Closing Thoughts 
• The Future of Law Firm Business Models in the Age of AI, with Jordan Furlong 12.03.2026 31хв

  AI is more than just another tool for lawyers. It may fundamentally change how law firms make money. In episode #607 of the Lawyerist Podcast, Stephanie Everett talks with legal industry analyst Jordan Furlong about the shifting economics of law practice and what happens as AI begins doing work lawyers once billed for.  Jordan explains why the traditional law firm model built on billable hours and human effort is starting to break down as legal workflows become automated. Together, they explore how AI may shift lawyers away from producing legal work and toward supervising systems, validating outcomes, and delivering the one thing machines cannot easily replicate: judgment under uncertainty.  The future of law practice may depend less on expertise and more on qualities machines struggle to replicate such as judgment, character, and the ability to guide clients through uncertainty. The conversation also explores why hourly billing may no longer make sense in an AI-driven world, how firms can rethink pricing around outcomes and client experience, and why smaller firms may adapt more quickly.  If the billable hour fades and AI begins handling the routine “widgets” of legal work, the real question becomes what a lawyer’s value is now, and how firms should prepare for what comes next.  Listen to our previous episodes on Artificial Intelligence and the Future of Legal Practice.  #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:  https://jordanfurlong.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 – Introduction  01:45 – Why Everyone Is Talking About AI in Law  04:20 – Meet Jordan Furlong  06:40 – The Real Disruption AI Brings to Law Firms  09:30 – The Economics Behind the Billable Hour  12:50 – What Happens When Software Does the Work  16:05 – The Shift from Expertise to Judgment  19:20 – What Lawyers Still Do Better Than AI  22:40 – Client Value in an AI-Driven Profession  26:00 – Why Smaller Firms May Have an Advantage  29:10 – What This Means for New Lawyers  32:45 – Preparing for the Next Version of Law Practice  36:10 – Closing Thoughts 
• Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino 05.03.2026 44хв

  Standing out in a crowded legal market requires more than competence. It requires intentional client experience. In episode 606 of the Lawyerist Podcast, Zack Glaser talks with Patrick Patino about redefining professionalism and building a law firm people actually want to work with.  Patrick shares how he walked away from a successful bankruptcy practice to experiment with a more human-centered model focused on connection, accessibility, and community. They examine why most firms look and feel the same, how experience shapes client loyalty, and why fear-based marketing quietly undermines trust.  If you are questioning the traditional law firm playbook, this episode offers concrete ways to attract better clients, clarify your positioning, and design a firm that fits both your values and your market.  Links from the episode: https://podcasts.apple.com/us/podcast/the-newfangled-lawyer/id1699645225 Listen to our previous episodes on Client Experience & Law Firm Differentiation.  #603 – Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #600 – Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #559 – The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites, with Conroy Creative Counsel 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  01:15 – Discipline Is Boring Until Results Show Up  07:05 – Meet Patrick Patino  09:30 – Rethinking Professionalism  11:15 – High Five Legal and the Bankruptcy Experiment  13:30 – Fear Based Marketing vs. Levity  16:10 – Meeting Clients Where They Are  18:45 – Community Over Sales Pitches  20:50 – The Copycat Law Firm Problem  23:30 – Experience Is the Differentiator  26:05 – The Crumbl Cookie Model of Law  28:40 – Scaling Culture with the Pod Model  31:15 – Talking With Clients, Not At Them  34:00 – Collaboration Over Control  36:20 – Define Your Ideal Client for Real  38:45 – Solo and Small Firm Advantage  41:20 – What It Means to Be Newfangled 
• From Practice to Business: Scaling Beyond Yourself, with Andy Hays 26.02.2026 26хв

  In episode 604 of Lawyerist Podcast, Stephanie Everett sits down with Andy Hays to explore the shift from solo practitioner to true business owner. After nearly two decades of firm ownership, Andy shares why he recently rebranded to remove his personal name from the firm, a strategic move designed to reduce dependency on him and strengthen the firm’s future.  They discuss delegation, hiring before you feel fully ready, automating repetitive processes, and setting clear expectations for team performance. The conversation also dives into accountability, leadership growth, and how small operational improvements compound over time.  If you are ready to move beyond founder dependence and build a firm designed for scalability, resilience, and long-term value, this episode offers practical frameworks and real-world insight to help you get there.  Listen to our previous episodes on Scaling & Building a Sellable Firm.  #306: Getting to Know & Love Your Numbers, with Bernadette Harris Apple | Spotify | LTN  #583: From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #588: Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch 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  03:50 – Standards, KPIs & Hard Conversations  07:30 – Meet Andy  08:45 – Lessons from 18 Years in Practice  10:15 – Removing Your Name from the Firm  12:45 – Building a Firm You Can Sell  15:30 – Automation & Low Hanging Fruit  17:00 – Accountability & Team Meetings  19:25 – The “I’ll Just Do It Myself” Trap  21:15 – Hiring Strategically  23:30 – Expanding the Physical Office  25:40 – Closing Thoughts   
• Healing the High-Achieving Lawyer: Rethinking Sobriety and Success, with Melissa Silverstein 19.02.2026 30хв

  In episode 604 of Lawyerist Podcast, discover how addressing alcohol and mental health can unlock greater clarity, confidence, and long-term success in your legal career. Stephanie Everett sits down with IP attorney and recovery coach Melissa Silverstein to talk about alcohol, achievement, and the hidden pressures inside the legal profession.  Melissa shares her personal journey from high-achieving “functioning” lawyer to long-term sobriety, and explains why so many attorneys struggle silently while still appearing successful on the outside. Together, they explore law firm drinking culture, client expectations, stigma around asking for help, and why recovery does not have to mean labels or all-or-nothing thinking.  If you’ve ever felt burned out, anxious, or not quite like your best self, this episode offers practical insight, reassurance, and a path toward building a healthier, more sustainable legal career without shame.  Listen to our previous episodes on Lawyer Well Being & Recovery.  469: Lawyers in Crisis: Navigating Addiction and Mental Healthy, with Brian Cuban Apple | Spotify | LTN  #477 Controlling Alcohol with Annie Grace Apple | Spotify | LTN  #506: Managing Stress & Avoiding Burnout, with Emily Nagoski Apple | Spotify | LTN  #533 The Alcohol Experiment, with Annie Grace Apple | Spotify | LTN  #535 Lawyer Burnout: 5 Hidden Signs You’re About to Crash, with Natasha Evans 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 – Intro & Conference Recap  08:30 – Melissa’s Story  10:00 – Achievement as a Mask  12:10 – Rethinking Abstinence  14:30 – Harm Reduction & Personal Choice  15:50 – Warning Signs in Law Practice  16:30 – The Role of the Bar  17:50 – Leadership & Language  20:00 – Rethinking Firm Events  23:10 – Career Growth After Recovery  26:00 – De-Stigmatizing Help  29:00 – Closing Thoughts   
• Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy from Conroy Creative 17.02.2026 34хв

  In episode 603 of Lawyerist Podcast, Zack Glaser sits down with Karin Conroy to examine how AI is changing the rules of law firm marketing and what that means for lawyers who want to stand out for the right reasons.   Karin explains why expertise, not automation, is what rises to the top in an AI filtered world. As large language models reshape how potential clients search for answers, shortcuts like keyword stuffing and mass produced content are quickly losing their impact. What stands out instead is real authority built through credibility, third party validation, media appearances, and consistent messaging across platforms.  The conversation also challenges the idea that your website is your first impression. In today’s landscape, visibility often starts elsewhere. Zack and Karin unpack how referral systems support a larger authority strategy and what it truly means to move from building, to stabilizing, to growing your marketing in a deliberate and sustainable way.  Listen to our previous episodes with Karin:   #559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) Apple | Spotify | LTN   #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN   #584: How to Stay Human in the Age of AI-driven Law Firm Marketing, with Creative Conroy Apple | Spotify | LTN      Links from the episode:  https://conroycreativecounsel.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 – Meet Karin Conroy02:30 – AI, Agents & The Content Explosion04:15 – The M Dash as a Trust Tell07:00 – Why Google Isn’t the Front Door Anymore09:00 – Knowledge Panels & Online Authority12:30 – You Can’t Fake Expertise15:00 – Stop Chasing SEO Tricks17:30 – Authority Through Media & PR21:00 – Who Needs a Media Kit23:00 – Referrals Are a Marketing Strategy25:00 – Build Before You Scale28:00 – AI Rewards Real Experts32:30 – Closing Thoughts 
• Ethics, Judgment, and Trust in a World of Legal AI, with Damien Riehl 12.02.2026 41хв

  Lawyers have always relied on tools—but AI is different. It doesn’t just assist with tasks; it makes decisions, applies judgment, and shapes outcomes. In episode #602 of the Lawyerist Podcast, Stephanie Everett talks with Damien Riehl about what ethical responsibility looks like when AI starts doing legal work on its own.  Their conversation examines how AI systems embed values, why verification matters more than transparency, and how lawyers can responsibly use tools they don’t fully understand. They also explore what legal expertise looks like in an AI-powered future—and why intuition, trust, and integrity may matter more than ever as machines take over the “widgets” of legal work.  Listen to our other episodes on Ethics and Responsibility in AI.  EP. 582 Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  EP. 543 What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy 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  05:55 – Meet Damien Riehl  08:10 – Why AI Is a Different Kind of Legal Tool  11:05 – When AI Starts Doing Legal Work  14:30 – Ethics, Values, and AI Judgment  18:45 – Foundation Models vs. Legal-Specific AI  21:15 – The “Duck Test” and Trusting AI Output  24:45 – Trust but Verify: Reviewing AI Work  28:40 – What Lawyers Are Underestimating About AI  31:10 – What Still Requires Human Judgment  34:30 – Intuition, Trust, and Integrity in Law  37:40 – What This Means for Billing and the Future  40:40 – Closing Thoughts   
• Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel from Lawmatics 10.02.2026 27хв

  Lawyers are understandably cautious about AI—but the real risk may be using it the wrong way. In episode 601 of the Lawyerist Podcast, Zack Glaser sits down with Matt Spiegel of Lawmatics to explore how agentic AI is changing the way law firms handle intake and evaluate potential clients.  Matt breaks down why surface-level AI tools fall short, how agentic AI can make informed recommendations instead of opaque scores, and what it takes to build trust in automated decision-making. They also discuss how better intake systems can reduce wasted time, improve lead quality, and support more intentional firm growth.  Listen to our other episodes on Artificial Intelligence in Legal Practice.  #497: Real Talk About Artificial Intelligence in Your Office, with Ben Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN  Links from the episode:  https://www.lawmatics.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  01:28 – Meet Matt Spiegel  03:55 – From the Cloud to AI in Legal Tech  05:38 – Why Lawyers Are Cautious About AI  06:50 – Moving Beyond Surface-Level AI  08:51 – Why Lead Scoring Misses the Point  11:14 – What Makes Agentic AI Different  14:10 – Generative AI vs. Agentic AI  15:57 – Teaching Software to Make Decisions  17:17 – Automating Outcomes, Not Steps  20:10 – Why Lawmatics Was Already Agentic  21:47 – Trust, Guardrails, and Client Data  24:20 – What Qualify AI Does Differently  25:33 – Closing Thoughts