Your Profitable Law Firm

Kelley Brubaker

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

  1. 9h ago

    Ep 159 | How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward

    How Law Firms Can Use AI to Fix Intake, Compress the Sales Cycle, and Stop Losing Clients | Len Ward Len Ward is the founder and CEO of Commexis, an AI consulting and product development firm that began on Wall Street and evolved through digital marketing into AI-powered systems. In this episode, Len joins Kelley Brubaker to talk about what law firms are getting wrong about AI, why potential clients are arriving at firm websites already informed and impatient, and what practical steps small law firms can take right now to fix intake, remove friction, and compress the sales cycle. Len breaks down how to build a data room, how AI chatbots should be trained and why most aren't, why ranking on ChatGPT is fool's gold, and what the biggest AI mistake law firms are making heading into the next 18 months. Connect with Len: Website: https://commexis.com  LinkedIn: https://www.linkedin.com/in/lenward/  YouTube: www.youtube.com/@commexis  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #LawFirmMarketing

  2. 6d ago

    Ep 158 | How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy

    How Law Firms Can Use Press Releases to Build Credibility and Get Media Coverage | Mickie Kennedy Mickie Kennedy founded eReleases 28 years ago to help small businesses and professional service firms get real media coverage through press release distribution. In this episode, Kelley Brubaker talks with Mickie about how law firm owners can use press releases to build credibility, get picked up in national and trade publications, and convert prospects at a higher rate than paid advertising. Mickie breaks down what makes a press release actually get picked up by journalists, how to use AI correctly when writing one, why the headline for a press release is nothing like a blog post headline, and how one company converted at 17% from earned media coverage versus 3% from paid ads. If you've ever been quoted in an article and felt like you should be doing more of that, this episode is the roadmap. Connect with Mickie: Website: www.ereleases.com LinkedIn: https://www.linkedin.com/in/publicity/ Email: ereleases2@gmail.com Toll-free: 800.710.5535 Case studies: https://www.ereleases.com/case-studies/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #PressRelease #LegalMarketing #LawFirmMarketing

  3. Jul 8

    Ep 157 | Succession Planning, Selling Your Firm, and Private Equity in Law with Ed Alexander

    Succession Planning, Selling Your Firm, and Private Equity in Law | Ed Alexander Business attorney Ed Alexander joins Kelley Brubaker to talk through one of the most avoided topics in law firm ownership: what happens when you're ready to step away. Ed has worked on succession plans, mergers, and law firm sales well into the hundreds, and he breaks down why waiting until you're ready to retire is already too late. The conversation covers the three types of law firms and how sellable each one actually is, what buyers look for in financial records, why partnership agreements need a succession plan from day one, and Ed's candid take on private equity's growing role in the legal industry. Connect with Ed: LinkedIn: https://www.linkedin.com/in/attorneyedalexander/ Free resource: Guide to Selling Your Florida Law Practice — www.ExitMyLawPractice.com Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #SuccessionPlanning #PrivateEquity

  4. Jul 1

    Ep 156 | How Law Firms Can Use AI to 2X to 10X Their Productivity | Joe Popper

    How Law Firms Can Use AI to 2X to 10X Their Productivity | Joe Popper Joe Popper, founder of Popper Tech Team and returning guest, joins Kelley Brubaker for their third conversation to break down how law firm owners can use AI to dramatically improve productivity. Joe walks through the four levels of AI adoption, from basic prompting tools like ChatGPT and Copilot up through AI agents doing autonomous work in the background. He explains how IKEA turned an AI-driven workforce shift into over a billion dollars in new revenue, why attorneys should stop worrying about AI replacing them and start focusing on using it to eliminate low-value tasks, and what agentic AI looks like in a real business setting. He also closes with a critical cybersecurity reminder about wire fraud and how AI is making phishing attacks harder to detect than ever. Connect with Joe: Website: https://poppertechteam.com Personal site: https://card.onetapconnect.com/joepopper LinkedIn: https://www.linkedin.com/in/joepopper/ Email: joe@poppertechteam.com Previous episodes with Joe: Episode 154: Is Your Law Firm IT Actually Good or Just Fine? Episode 149: Joe Popper Shares Why Law Firms Are Easy Targets for Cybercrime (and What to Do About It): https://youtu.be/arNu-sjOYyE Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #ArtificialIntelligence

  5. Jun 24

    Ep 155 | Why Your Law Firm Needs CFO-Level Thinking (Not Just a Bookkeeper) with Natalia Zacharin

    Why Your Law Firm Needs CFO-Level Thinking (Not Just a Bookkeeper) | Natalia Zacharin Most law firm owners assume that having a bookkeeper and a tax person means their finances are covered. Fractional CFO and bookkeeping expert Natalia Zacharin of Zacharin Consulting joins Kelley Brubaker to explain why that assumption leaves dangerous gaps. In this conversation, Natalia breaks down why bookkeeping done without financial analysis is just data entry, why nearly 90% of financials she reviews are inaccurate despite having taxes filed, and what CFO-level thinking actually looks like in a growing law firm. She also shares real stories of double-booked revenue, undetected fraud, and the cash flow blind spots that quietly derail profitable firms. Free resources for Your Profitable Law Firm listeners: Special page for Kelley's listeners with two free downloads: Seven Ways to Find Money in Your Business Now The Ultimate Checklist for Financial Success Visit: www.zacharinconsulting.com/yplf  Connect with Natalia: Website: www.ZacharinConsulting.com  LinkedIn: https://www.linkedin.com/in/GrowYourBottomLine/  Email: Natalia@ZacharinConsulting.com  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90  Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up  Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P  Check out my free resources here: https://www.profitscalethrive.com/link-in-bio  Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact  Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/  YouTube: https://www.youtube.com/@profit.scale.thrive  #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

  6. Jun 17

    Ep 154 | Is Your Law Firm IT Actually Good or Just Fine? with Joe Popper

    Is Your Law Firm IT Actually Good or Just Fine? | Joe Popper Most law firm owners say the same thing when asked about their IT: "It's fine. I have a guy." But is fine actually good? IT expert Joe Popper joins Kelley Brubaker to break down the real business cost of reactive IT, why law firms are measuring IT success the wrong way, and what proactive IT support actually looks like. Joe explains the difference between paying for problems to get fixed versus paying to prevent them entirely, walks through the real math behind IT costs versus lost revenue, and shares why the threshold for needing an in-house IT person is now 500 to 1,000 employees. If your firm has ever lost billable time to a tech problem, this episode is for you. Connect with Joe: Website: https://poppertechteam.com Personal site: https://card.onetapconnect.com/joepopper LinkedIn: https://www.linkedin.com/in/joepopper/ Email: joe@poppertechteam.com Services Joe's firm provides: Cybersecurity and compliance audits AI-First strategy consulting Onboarding and IT optimization Security posture and audit readiness Proactive IT strategy and risk reduction Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

  7. Jun 10

    Ep 153 | How AI Is Changing Law Firms Forever with Aaron Shechet

    AI for Law Firms: Custom AI Agents, Flat-Fee Disruption & Secure Workflows with Aaron Shechet On the Your Profitable Law Firm podcast, host Kelley Brubaker interviews attorney and AI builder Aaron Shechet, who shares how a rare cancer diagnosis in 2023 pushed him to explore AI to keep his busy litigation practice moving, including work on a California Supreme Court case.  After building internal AI tools and a sourdough app, he began creating narrowly tailored, secure AI workflow solutions for lawyers and other professionals, emphasizing minimal data retention and human review guardrails (avoiding legal research and automatic court filings).  Aaron explains how AI can streamline transactional drafting and litigation documents by leveraging a firm’s own forms and prior work, and how faster production may accelerate a shift from hourly billing to flat fees. He also introduces his beta platform, Veilgrid, a white-label AI operations and distribution platform that charges no upfront fees and takes 20% of revenue billed through it. 00:00 Podcast Welcome 00:46 Aaron’s Origin Story 01:16 Cancer Diagnosis Pivot 02:57 Sourdough AI App 05:08 From Hobby to Lawyer Tools 07:41 Free Custom AI Model 08:41 Privacy and Guardrails 11:27 Building Veilgrid Platform 12:19 Two Ways to Use AI 16:32 Automation Overwhelm Wins 21:29 Law Firm Use Cases 22:06 Drafting with Private Libraries 24:05 Litigation Letters and Motions 26:28 Billing Model Disruption 27:25 Flat Fee AI Upside 28:57 Scope Milestones Pricing 29:44 Big Law Layoffs Debate 30:45 Hourly Rate Trap 31:13 AI Engines Commoditize 33:53 DIY Law Limits 36:34 Human Judgment Value 39:38 Cultural Trust Gap 42:07 Case Data Patterns 46:44 Genie Hallucinations 48:46 Fraud Friday Lessons 51:20 Contact and Wrap Connect with Aaron:  Website: https://veilgrid.ai LinkedIn: https://www.linkedin.com/in/ashechet/ Substack: https://shechetai.substack.com Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ YouTube https://www.youtube.com/@profit.scale.thrive   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

  8. Jun 3

    Ep 152 | Why Great Service Doesn't Automatically Generate Referrals with Stacey Brown Randall

    How Law Firm Owners Can Build a Referral System (Without Asking) | Stacey Brown Randall Kelley Brubaker interviews referral expert Stacey Brown Randall about how law firm owners can generate consistent, high-quality referrals without asking, paying, or relying on constant networking. Stacey explains why great work alone doesn’t create predictable referrals and outlines a system-based approach that treats referrals as an ecosystem: processes that run when referrals arrive (intake, tracking, thank-you, follow-up), three plans for existing referral sources, potential referral sources, and the client experience, plus language to handle issues like poor-fit referrals. She shares practical guidance on categorizing contacts correctly in a CRM, using small “running” lists to cultivate relationships, and typical touchpoint frequency (about five to seven times per year). Connect with Stacey:  Website: www.StaceyBrownRandall.com  LinkedIn: https://www.linkedin.com/in/staceybrandall/  Roadmap to Referrals Podcast: https://staceybrownrandall.com/category/podcast/  Free Monthly Training: www.StaceyBrownRandall.com/teaching Books: Generating Business Referrals Without Asking https://www.amazon.com/dp/1683509269/  The Referrable Client Experience https://www.amazon.com/dp/1774585936  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ YouTube https://www.youtube.com/@profit.scale.thrive   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

5
out of 5
4 Ratings

About

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

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