55 episodes

The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers.
 Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.

Financially Legal Confido Legal

    • Business

The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers.
 Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.

    Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting

    Legal Case Management Series - An Interview with Jared Correia of Red Cave Consulting

    In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one systems vs. pulling together best-in-class systems, the future of AI in legal case management software, and the dangers associated with breakfast burritos and falling asleep at your desk.

    To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.

    • 43 min
    53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu

    53. Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu

    In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients.
    To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.

    • 35 min
    • video
    52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLaw

    52. Legal Case Management Series - An Interview with Dorothy Radke Director of Strategy and Marketing at SimpleLaw

    In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of running a law firm. 
    For more information and resources on choosing the right case management system for your firm, visit our legal case management center

    • 14 min
    Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks

    Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks

    In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and how it can revolutionize their financial management.
    For more information and resources on choosing the right case management system for your firm, visit our legal case management center.

    • 39 min
    Legal Case Management Series - An Interview with Brett Spooner of Clever Case

    Legal Case Management Series - An Interview with Brett Spooner of Clever Case

    In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case management solution. For more information and resources on choosing the right case management system for your firm, visit our legal case management center.

    • 18 min
    49. Legal Case Management Series - An Interview with Harsimran Singh of Lawcus

    49. Legal Case Management Series - An Interview with Harsimran Singh of Lawcus

    In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform.  Learn more and watch here. 

    • 12 min

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