Lawyerist Podcast

Lawyerist.com
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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers. Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services. If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.

  1. Ethics, Judgment, and Trust in a World of Legal AI, with Damien Riehl

    1D AGO

    Ethics, Judgment, and Trust in a World of Legal AI, with Damien Riehl

    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

    42 min
  2. Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel from Lawmatics

    3D AGO

    Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel from Lawmatics

    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

    27 min
  3. Designing a Law Firm You Actually Want to Run, with Stephanie Everett

    FEB 5

    Designing a Law Firm You Actually Want to Run, with Stephanie Everett

    Starting a law firm doesn’t automatically make you a business owner—designing one does. In episode #600 of the Lawyerist Podcast, Stephanie Everett and Zack Glaser kick off a four-part series on how to design a law firm intentionally, rather than defaulting into a business you didn’t mean to build.  They unpack the biggest myths lawyers believe when starting a firm, why being a good lawyer isn’t enough to create a sustainable business, and how relying on personal heroics instead of structure quietly traps firm owners over time. Stephanie breaks down the three constraints that cause most firms to struggle, the three distinct paths law firms can take, and the key questions lawyers should ask early to align their business model with the life and career they actually want.  Listen to our other episodes on Law Firm Strategy & Business Design.  #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  #570 – Uncover Your Firm’s Journey with the New Small Firm Scorecard™, with Stephanie Everett Apple | Spotify | LTN  #568 – How to Build a Law Firm You Can Sell, with Victoria L. Collier 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 – Why This Isn’t About “Starting” a Law Firm  03:45 – The Biggest Myth Lawyers Believe About Firm Ownership  06:50 – Heroics vs. Structure  10:30 – The Three Constraints That Trap Law Firm Owners  12:45 – Every Firm Is Choosing a Business Model (Whether You Realize It or Not)  14:30 – The Three Paths Law Firms Take  18:55 – When Your Goals and Design Don’t Match  20:55 – How Clients Actually Buy Legal Services  23:30 – What Breaks If Demand Doubles  25:00 – Clarity Beats Certainty  29:15 – What to Do in the First 30 Days  33:40 – Where to Go Next

    35 min
  4. Why Mentorship Matters More Than Ever for New Lawyers, with Joseline Hardrick

    JAN 29

    Why Mentorship Matters More Than Ever for New Lawyers, with Joseline Hardrick

    Law school prepares students to think like lawyers, but it often leaves them without a clear picture of what comes next. Zack Glaser sits down with Jocelyn Hardrick to explore how mentorship, pipeline programs, and practical guidance can help first-generation and nontraditional students bridge the gap between legal education and real-world practice.  They unpack the challenges students face when they lack exposure to legal careers, the importance of writing and bar preparation support, and how community and accountability shape confidence during the transition into the profession. The episode highlights how intentional mentorship and community support can reduce uncertainty, build confidence, and create clearer pathways into the legal profession.  Listen to our other episodes on mentorship, mindset, and professional development.   Episode #596 — The Athlete’s Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  Episode #592 — Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  Episode #588 — Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  Episode #576 — How Sponsorship, Empathy, and Failure Shape Great Leaders, with Michael Cohen 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. Links from the episode: https://www.journeytoesquire.com/  Chapters:  00:00 – Introduction  01:45 – Why the Path Into Law Isn’t Clear  06:10 – Meet Jocelyn Hardrick  08:25 – What Journey to Esquire Does  12:40 – First-Generation and Nontraditional Barriers  17:30 – Mentorship vs. Sponsorship  21:55 – Writing, Bar Prep, and Practical Skills  26:40 – Building Confidence Through Community  31:20 – Advice for New and Aspiring Lawyers  34:10 – Closing Thoughts

    36 min
  5. From Hype to Practice: Using Microsoft Copilot in Your Law Firm, with Ben Schorr

    JAN 22

    From Hype to Practice: Using Microsoft Copilot in Your Law Firm, with Ben Schorr

    In episode #598 of the Lawyerist Podcast, learn how Microsoft Copilot can help lawyers work more efficiently inside Microsoft 365—without compromising accuracy, security, or client trust. Zack Glaser talks with Ben Schorr, innovation strategist at Affinity Consulting Group and former Microsoft insider, about how attorneys can move past AI hype and start using Copilot for real, everyday legal work.  Zack and Ben break down how Copilot helps lawyers draft and edit documents, summarize complex files, extract key deadlines, prep for meetings, and manage inbox overload—all while keeping client data protected within Microsoft’s security framework. They clarify where Copilot delivers the most value, where caution is required, and why understanding its limitations is essential to using it effectively. For lawyers curious about AI but unsure where to begin, this episode offers a clear, realistic roadmap for adopting Copilot without compromising accuracy, ethics, or trust.  Listen to our other episodes on  AI, Legal Technology & Practical Innovation in Law Firms:   Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN  Episode 550: Beyond Content: How AI Is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN  Episode 543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN  Episode 497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr 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  08:43 – Meet Ben Schorr  11:08 – What Copilot Is (and Why Lawyers Care)  13:27 – Security, Privacy, and Client Data  16:47 – Drafting Legal Documents With Copilot  18:36 – Schorr’s Law: Always Review AI Output  20:30 – Editing, Fact-Checking, and Improving Existing Work  23:57 – Summarizing Documents and Extracting Key Info  28:49 – Brainstorming, Personas, and Strategy Testing  34:34 – Agentic AI: What’s Possible (and What Isn’t)

    50 min
  6. What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall

    JAN 15

    What Lawyers Get Wrong About Teaching Clients and Teams, with Danielle Hall

    Lawyers spend a surprising amount of time teaching clients, team members, and other lawyers, but most are never taught how adults actually learn. In episode 597 of the Lawyerist Podcast, Stephanie Everett talks with Danielle Hall about adult learning principles and why they matter in legal practice.  Danielle explains how adult learners differ from students in traditional classrooms and what this means for client communication, team training, and CLE presentations. They explore why information overload backfires, how focusing on the “why” improves understanding, and simple ways to design learning experiences that actually stick without making things more complicated.   Listen to our other episodes on client communication and understanding:   Episode #539 - This VOICE HACK Will Transform Your Legal Career!, with Rena Cook Apple | Spotify | LTN  Episode #384 - Delivering Bad News to Clients, with Marjorie Aaron Apple | Spotify | LTN  Episode #338 - Reframing Your Client Experience, with Spencer Keys 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  03:12 – Why Lawyers Are Always Teaching  08:37 – Meet Danielle Hall  10:49 – How Adults Learn Differently  14:57 – Information Overload and Client Confusion  17:01 – Teaching Clients and Teams More Effectively  21:52 – Why Most CLEs Don’t Work  25:28 – Applying Adult Learning in Your Firm  31:46 – Closing Thoughts

    33 min
  7. The Athlete’s Mindset for Lawyers, with Jess Sargus

    JAN 8

    The Athlete’s Mindset for Lawyers, with Jess Sargus

    High performance in law requires more than technical skill—it requires the right mindset. In episode #596 of the Lawyerist Podcast, Zack Glaser talks with Jess Sargus about applying an athlete’s mindset to leadership, performance, and growth in legal practice.  Jess breaks down the core pillars of athletic thinking. From growth mindset and action orientation to process focus and purpose, and explains how lawyers can apply these principles to become better leaders and perform at their best under pressure.  If you want to hear more from Jess, check her out at: https://www.thelegalathlete.com/  Listen to our other episodes on Mindset & Performance:  #588 – Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  #585 – First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner Apple | Spotify | LTN  #572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN  #551 – Becoming the AI-Driven Leader, with Geoff Woods 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  03:12 – Meet Jess Sargus  04:02 – From Law to Combat Sports  08:06 – Competition, Business, and Leadership  11:15 – Why Mindset Matters  15:12 – The Athlete’s Mindset Defined  17:01 – Action Orientation and Elite Performance  19:30 – Getting Comfortable with Failure  22:05 – Growth Mindset and Competitiveness  26:03 – The Five Pillars of Fierce Agency  29:21 – Process Over Outcome  34:46 – Purpose and Mission Alignment  39:48 – Where to Find Jess  40:53 – Closing Thoughts

    42 min
  8. KPIs for Lawyers: Measuring Your Law Firm's Financial Health, with Bernadette L. Harris (Remastered)

    JAN 1

    KPIs for Lawyers: Measuring Your Law Firm's Financial Health, with Bernadette L. Harris (Remastered)

    In episode 595 of the Lawyerist Podcast, we’re revisiting Stephanie’s conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We’re bringing this episode back because it’s especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It’s important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm.  Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach.  You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future.  For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise.    Listen to our other episode with Bernadette Harris:  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify |  Lawyerist  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist  #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast |  Spotify | 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:  00:00 Why We’re Remastering This Episode for the New Year02:55 Law Firm KPIs and Financial Health05:21 Net Profit Margin for Law Firms09:38 Utilization Rate and Team Capacity14:35 Realization Rate and Getting Paid20:05 Accounts Receivable and Cash Flow24:19 Revenue by Practice Area27:16 Using Financial Metrics to Set Strategy

    32 min
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About

The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers. Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services. If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.

Information

  • Creator
    Lawyerist.com
  • Years Active
    2014 - 2026
  • Episodes
    603
  • Rating
    Clean
  • Copyright
    © Copyright Lawyerist Media, LLC
  • Show Website
    Lawyerist Podcast

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