Legal Technology Podcasts - Legal Talk Network

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Fresh Voices on Legal Tech with Megan Morrison and Laith Quasem

Ally Kvidt — Fri, 20 Feb 2026 12:00:48 +0000

Being curious and adaptable is essential for legal professionals in today’s quickly changing technology landscape. For extra-fresh tech perspectives from young attorneys, the guys welcome two of Dennis’ former students to the podcast, data privacy analyst Megan Morrison and second-year associate Laith Quasem. Their discussion covers a wide range of topics, including technology competence, their budding careers, advancements in AI, concerns regarding tech safety and privacy, and practical advice for adopting new tools.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

RemixAI

Generative AI is now capable of grading law school exams; what’s next?

Ally Kvidt — Wed, 18 Feb 2026 16:00:22 +0000

Let’s talk about every lawyer’s favorite subject: exams. It seems like every day, there’s another threshold that generative artificial intelligence crosses. First, it was able to take a bar exam and do reasonably well. Then it was able to ace it. Same with law school exams. Right now, AI would probably graduate at the top of its class, edit law review and land a six-figure associate’s job with an Am Law 50 firm. Now comes another milestone.

Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy from Conroy Creative

Ally Kvidt — Tue, 17 Feb 2026 12:00:06 +0000

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!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Meet Karin Conroy
02:30 – AI, Agents & The Content Explosion
04:15 – The M Dash as a Trust Tell
07:00 – Why Google Isn’t the Front Door Anymore
09:00 – Knowledge Panels & Online Authority
12:30 – You Can’t Fake Expertise
15:00 – Stop Chasing SEO Tricks
17:30 – Authority Through Media & PR
21:00 – Who Needs a Media Kit
23:00 – Referrals Are a Marketing Strategy
25:00 – Build Before You Scale
28:00 – AI Rewards Real Experts
32:30 – Closing Thoughts

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

Ally Kvidt — Thu, 12 Feb 2026 12:00:17 +0000

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!

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

The Smartest Person in the Room? The One Who Asks and Learns

Ally Kvidt — Thu, 12 Feb 2026 12:00:10 +0000

Guest June Hunter is a trained paralegal professional and legal technology trainer with a 35-year career in legal services that spans the profession’s growth from the days of physical, paper files to today’s legal tech AI revolution.

Hear how Hunter has come to feel that paralegal professionals are “the best project managers in the world,” juggling clients, lawyers, tech tools, and court schedules and deadlines. The paralegal profession is no longer limited to helping process legal documents. Technology has expanded the field into so many new areas and specialties.

The best part about today’s tech tools, including AI, is that in the long run, it can save clients money, increase efficiencies, and solve ethical issues involving billing. Hunter’s message: be eager to embrace and master the latest technology throughout your career. The smartest person in the room is the person who’s not afraid to ask questions and learn new things.

Community Table: Explaining the Process to a New Client The Correct Way

Ally Kvidt — Tue, 10 Feb 2026 15:30:53 +0000

In this episode’s discussions around the Community Table, explaining to clients what to expect, marketing, and getting your tech up to speed.

With new clients, take the time to set expectations and explain the process. Assumptions and miscommunication can lead to lower satisfaction when a client’s uninformed expectations don’t meet reality, even with a successful outcome
Starting with a clear explanation of the process can lead to more favorable outcomes. Will the case go to trial, our would a settlement be better? How much would one route cost vs. another? Give clients the big picture. Real life is not a television TV drama.
Is your marketing attracting the clients you want? Casting the widest net isn’t always the best choice. Explain who you are and what you do honestly. And then live up to those promises. (And for Heaven’s sake, get your tech in order. Clients today expect at least that: Hear the common tech shortfalls that turn clients off.)

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

Ally Kvidt — Tue, 10 Feb 2026 12:00:00 +0000

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!

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

Fresh Voices on Legal Tech with Chantal McNaught

Ally Kvidt — Fri, 06 Feb 2026 12:00:51 +0000

The tensions between the practice and business of law have long been a touchy subject, but lawyers must wrestle with these challenges to thrive in the profession. Dennis and Tom welcome Chantal McNaught to discuss her work at the intersection of law, business, and technology. Chantal delves into how ethics command technology use in legal practice and offers grounded, thoughtful insights on how to develop a sense of community and support in technological pursuits.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

AI Fluency for Lawyers | 43 Degrees Below
People in Legal Podcast
Connect Gemini to Multiple LM Notebooks!
Personal Strategy Compass | DennisKennedy.Blog

Local Love, Review Realities, and the Truth about Google’s PMax Campaigns

Ally Kvidt — Wed, 28 Jan 2026 16:30:57 +0000

As you advertise locally, advertise your localness! Then, what’s a small firm to do in the sea of reviews? And, we really hate Google’s Performance Max nonsense.

Lots to cover today, folks! Being connected to your community matters, and consumers respond with notable positivity to ads that emphasize all the local feels. Gyi and Conrad have plenty of insights on making the most of where you’re planted.

Next, fake reviews keep pouring in, and you need a clear strategy to rise above the flood. The guys share tactical tips for directing your resources to become a strong competitor in your marketplace.

And, lastly, Google’s PMax campaigns are a mighty unfunny joke. Ugh. The data is in, and—surprise, surprise—Google might not have your best interest at heart. Gyi and Conrad pick apart the latest data to help you understand what these campaigns are (not) doing for your law firm.

The News:

OpenAI put this out there: Our approach to advertising and expanding access to ChatGPT. And, just to remind you all, at one point they told us ads were definitely not in the game plan. But… qué será, será, eh?
Near Media’s “Near Memo” podcast welcomed our very own Gyi for a chat you should definitely go listen to: AI Is Breaking Local Search—But Google Still Decides Who Gets Chosen

Mentioned:

Listen Next:

Conrad’s Crystal Ball V: Lawyer Marketing Predictions for 2026

Connect:

What Can Today’s Tech and AI Do for You? Expert Insights (and Predictions)

Ally Kvidt — Tue, 27 Jan 2026 12:00:11 +0000

The world of legal technology can seem overwhelming. Fortunately, we have a guide in Chelsey Lambert, founder and author at the legal tech education, consulting, and guidance platform Legal Tech Decoded, which features articles, reviews, and opinions on the latest in legal tech.

This episode is kind of about marketing, but kind of about operations, but also kind of about AI, because tech is coming for every aspect of your legal practice. What developments will drive your firm forward, and what’s smoke and mirrors?

Lawyers who’ve been in the business long enough have gone from reviewing cases on paper and in books, maybe even yellow legal pads, to the Internet revolution, to online research and filing, to today’s AI revolution. Is AI remaking the practice of law, or just the next progression? (Spoiler, it’s kind of a big deal.)

“I don’t know that we’ve ever trained lawyers how to buy technology in the first place,” Lambert says. Now add the complexity of AI, a tool you have to train, guide, and trust. Hear about the evolving world of legal tech, even developments you probably haven’t heard of, and the evolution of the profession, including the potential for non-lawyer ownership and private equity. Don’t fear or ignore the revolution, embrace it.

This is Your Second Brain on AI | Rebroadcast

Ally Kvidt — Fri, 23 Jan 2026 19:00:28 +0000

Are the guys on the verge of a major Second Brain breakthrough, hand in hand with AI? Dennis and Tom reexamine their ongoing Second Brain projects, discussing nagging questions about the efficacy of their current systems and how they plan to move forward with their personal knowledge management.

Later, a listener and long-time iPhone user wonders—are Android devices actually far superior? Tom has some major thoughts on the issue.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes – This is Your Second Brain on AI

A Segment: This is Your Second Brain on AI

Notebook LM – https://notebooklm.google.com

B Segment: Should iPhone Users be Jealous of Android’s Obvious Superiority?

Google Pixel 10 https://store.google.com/category/phones?hl=en-US

Parting Shots:

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

Ally Kvidt — Thu, 22 Jan 2026 12:00:52 +0000

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!

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)

Conrad’s Crystal Ball V: Lawyer Marketing Predictions for 2026

Ally Kvidt — Thu, 15 Jan 2026 15:20:51 +0000

Mystic for hire! Conrad dusts off the ol’ prophetic orb for a look at what 2026 has in store for lawyers and legal marketers.

We know you’re itching to hear those future fortunes, but hang on a second! First, Gyi and Conrad look back at their previous predictions to see how well they forecasted 2025. I mean, you want to know whether you can trust these guys, right?

And, well, those results aside, the guys then gaze into the depths to pick out the important marketing trends to watch in 2026. More AI stuff, new law firm business structures, anybody who could do anything about fake reviews will do absolutely nothing about it… and more! Cheers to a New Year!

The News:

Quite the play, Google. – Official: Apple Intelligence & Siri To Be Powered By Google Gemini
Better pay attention to this one, folks. Commercial environments are changing, but watching this trajectory should help us wrap our heads around it: New tech and tools for retailers to succeed in an agentic shopping era.
And, Jay Ruane wrote a stellar book! – Analog Marketing in a Digital World: A Blueprint for Attorneys to Dominate Local Markets by Being Human

Suggested LHLM Episodes:

Conrad’s Crystal Ball IV | Lawyer Marketing Predictions for 2025 – Legal Talk Network

Connect:

What’s on tap for 2026 when it comes to generative AI?

Ally Kvidt — Wed, 14 Jan 2026 12:00:49 +0000

In 2025, we saw greater adoption of generative artificial intelligence tools across all areas of the legal industry. Will 2026 bring more of the same? Or will there be a backlash or reaction of some sort? What about the regulatory landscape for AI? Will 2026 bring federal guidelines, or will we have to wait for 2027 or beyond?

What’s Next in Justice Tech: ITC and LSC’s New Tech Report

Ally Kvidt — Tue, 13 Jan 2026 15:45:24 +0000

Guests discuss hot topics expected at the upcoming 26th Innovations in Technology Conference (ITC) and findings from a new justice tech report. Themes of navigating the changing tech landscape, expanding self-help resources, innovating with artificial intelligence (AI) and knowledge-sharing between organizations emerged in the guests’ discussion of ITC and the report, “The Next Frontier: Harnessing Technology to Close the Justice Gap.”

Dennis & Tom’s 2026 Tech Resolutions

Ally Kvidt — Fri, 09 Jan 2026 18:00:39 +0000

Dennis and Tom continue their proud tradition of pondering the panorama of timely tech happenings and sharing personal resolutions for learning and development. But first, they both take a look at last year’s goals to gauge their progress (or, ahem, lack thereof). As for new resolutions—from investigative AI problem solving to streamlined tech tool usage to open-sourced writing to content creation, there’s lots to do in 2026!

Later, the guys are loath to make predictions in an unpredictable world, but decided to take a stab at it anyway! Listen in for their thoughts on the possible future and what technologies may become increasingly essential for lawyers.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

Beyond the Algorithm: How TRAIGA Will Rewrite AI Governance in Texas

Ally Kvidt — Thu, 08 Jan 2026 17:05:57 +0000

New Texas AI legislation will take effect January 1, 2026. What will this mean for your legal practice? The Texas Responsible Artificial Intelligence Governance Act (TRAIGA) aims to regulate the development and deployment of artificial intelligence systems in the state to address issues such as discrimination, intentional harm, illegal sexual content, and the use of biometric data. Rocky Dhir welcomes Chris Schwegmann to help us unpack the nuances of TRAIGA legislation and understand its implications for the practice of law.

The discussion later shifts to the effective and ethical deployment of AI within legal practice. Chris highlights its capabilities by detailing his firm’s approach to AI tools. With proper use, AI has the potential to enhance your legal work and streamline processes to allow for greater attention to high-level tasks.

Chris Schwegmann is managing partner at Lynn, Pinker, Hurst & Schwegmann in Dallas, Texas.

Pardon the Interruption: 2025 Edition

Ally Kvidt — Fri, 26 Dec 2025 12:00:45 +0000

Another year gone! With 2025 rapidly bidding us adieu, Dennis, Tom, and their good pal Debbie Foster send us off with their annual Kennedy-Mighell edition of Pardon the Interruption. They argue different sides of popular tech topics in “Toss-Up”, play legal tech Mad Libs in “What’s the Word?”, and take the temp on 2025 trends in “Hot or Not?”. And, we know the question on everyone’s minds—Can Tom keep up his yearslong winning streak? Listen in to find out.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Our Favorite Lawyerist Episodes of the Year, with Stephanie Everett & Zack Glaser

Ally Kvidt — Thu, 25 Dec 2025 12:00:07 +0000

As the year comes to a close, Stephanie Everett and Zack Glaser look back at the Lawyerist Podcast episodes that stood out most to them in episode 594 of the Lawyerist Podcast. From practical AI workflows and ethical guidance to mental health, communication, and leadership, this episode highlights the conversations that sparked new thinking and delivered real value.

Stephanie and Zack revisit standout moments, share why certain episodes resonated, and reflect on the themes that shaped the year—while inviting listeners to share which episodes made the biggest impact and what topics they’d like to hear more about in the year ahead.

Listen to some of the episodes highlighted this year:

Episode #585 – First Aid for the Mind: Mental Health and the Law, with Sumia and Jill — Apple | Spotify | LTN

Episode #577 – Rethinking Law Firm Growth in the Age of AI, with Sam Harden — Apple | Spotify | LTN

Episode #565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN

Episode #553 – AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach — Apple | Spotify | LTN

Episode #579 – Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods — Apple | Spotify | LTN

Episode 539 – This VOICE HACK Will Transform Your Legal Career!, with Reena Cook — Apple | Spotify | LTN

Episode 554 – Competence and Diligence in Light of Changing Laws and Regulations, with Craig Dobson — Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Introduction & Year-End Reflection

01:35 – Why These Episodes Stood Out

01:56 – AI Tools and Practical Tech Takeaways

02:59 – Building Community and Adult Friendships

04:28 – Mental Health First Aid for Lawyers

07:06 – Ethics, Flat Fees, and Changing Scope

09:14 – Voice, Presence, and Communication Skills

11:46 – Becoming an AI-Driven Leader

14:36 – Rethinking Growth in the Age of AI

18:00 – Trust Accounting and Compliance Essentials

20:03 – Listener Feedback & Looking Ahead

21:07 – Closing Thoughts and Thanks

Roasting Buckeyes || If You Screw Up the Honeymoon, You’re Headed for Divorce

Ally Kvidt — Tue, 23 Dec 2025 09:00:42 +0000

First—watch out, Ohio. The guys are sore losers, so they’re taking it out on one of your websites. Later, what should law firms be doing during the honeymoon phase with new clients?

Sour grapes, for sure: Following Michigan’s painful loss to Ohio State, Gyi and Conrad take revenge on Ohioans with a teardown of the Buckeye Law Group’s pathetic website. (Eesh—harsh, guys.) From ineffectual “Buckeye” branding to affinity-building misses to a phone number that leads to SOMEONE ELSE’S LAW FIRM, it’s not great. So, basically, Ohio drools, Michigan rules.

Later, Gyi and Conrad want you to have a long and happy marriage with your clients, so you’d better not bungle the honeymoon. During this new, formative time, there are certain things you should and shouldn’t do! The guys talk about building trust through great first impressions, exceptional communication, clear expectations—all the things that create a delightful customer experience for your new clients.

A Wee Bit o’ News:

Huh, Google is now allowing anonymous reviews. So, we’re wondering hard about whether this might encourage a mass influx of fake reviews… ya think? A few silver linings might exist, but let’s all just plan for the worst, shall we?

LHLM’s Top 5 Episodes of 2025!

Listen Next:

Does My Website Suck? | Law Firm Website Teardown

Connect:

Lunch Hour Legal Marketing Newsletter! – The Bite

Hear the original episode with Nate Cade

Are Trial Lawyers an Endangered Species? – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 22 Dec 2025 12:00:12 +0000

Fewer lawyers are gaining real courtroom experience, and the future of trial advocacy is at risk. In this special episode of On the Road, veteran trial attorney and educator Michael Schwartz examines why trial lawyers are becoming harder to find and what it takes to develop the skills true advocacy requires. Drawing on decades of experience trying hundreds of cases, Schwartz breaks down the foundations of effective trial lawyering, from witness examination and jury selection to professionalism, ethics, and strategy. He shares lessons from pivotal courtroom moments and explains why trials remain essential to the pursuit of justice and the search for truth.

Michael Schwartz is a trial lawyer, legal educator, and founder of Trial Advocacy Group, where he trains lawyers nationwide in trial advocacy.

The Hidden Cost of Bad Clients, with Jeff Krause

Ally Kvidt — Thu, 18 Dec 2025 12:00:33 +0000

Not all clients are created equal—and some quietly drain your firm’s time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting’s Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve.

Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both.

Listen to our previous episodes about Client Experience & Law Firm Profitability:

Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN

Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN

Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN

Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze — Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Introduction

05:12 – Meet Jeff Krause

06:51 – What “Moneyball for Lawyers” Really Means

09:08 – The Profit Formula That Drives Firm Growth

12:46 – How Bad Clients Damage the Numbers

15:30 – The Compounding Cost of Discounts

18:21 – Raising Rates vs. Chasing More Clients

19:45 – Can You Improve Mid-Tier Clients?

21:58 – Profitability vs. Access to Justice

24:19 – Building Intentional Service Models

26:48 – Trusting Your Data—and Your Gut

27:43 – One Step Firms Should Take Right Now

28:23 – Closing Thoughts

When Does AI Content Use Cross the Line?

Ally Kvidt — Fri, 12 Dec 2025 12:00:40 +0000

Many are relying heavily on genAI to create their content—whether it be emails, marketing copy, social posts, or a seeming myriad of other applications. But, is this overreliance and lack of human creativity a sprint toward mediocrity? Dennis and Tom discuss the slippery slope of AI content creation, emphasizing the risk of sub-quality work and exploring possible legal issues that could arise from excessive AI dependence coupled with a lack of oversight.

Later, what exactly is “AI slop”? The guys define this AI phenomenon and discuss whether people can still effectively use genAI without producing inane drivel.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

Creating a Tech-Driven Solo Practice with Nate Cade | First Flight #11

Ally Kvidt — Thu, 11 Dec 2025 12:00:50 +0000

When Milwaukee attorney Nate Cade left big law, he wasn’t just starting a firm — he was rebuilding his entire work life around flexibility, technology, and intention. He shares how shedding committees and tradition helped him design a virtual, modern practice from day one, why an iPad and curiosity turned him into a tech-first lawyer years before it was common, and how testing every tool himself led to a streamlined firm that serves clients better from anywhere. Then, ALPS Insurance’s Rio Laine joins host Adriana Linares to explore what remote-first solos must plan for, how discipline and smart systems act as your “secret” backup plan, and why supervision, cybersecurity, and dedicated hardware matter even more when your whole team works from home.

Learn more about ALPS Insurance.

Receive email notifications every time we release a new episode.

Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal

Ally Kvidt — Thu, 11 Dec 2025 12:00:22 +0000

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O’Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.

William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.

Links from this episode:

https://www.williamoneal.com/

Listen to our previous episodes about Client Experience & Relationships.

#462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN

#347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN

#338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN

#271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Intro

05:12 – Meet William O’Neal

06:15 – Leading with Joy

07:51 – Five Essentials of Leadership

09:01 – Heart for Service

12:41 – Knowing Your Value

14:07 – What Clients Want

16:35 – Building Rapport & Trust

18:55 – Culture & Consistency

20:30 – Empathy in Client Experience

22:10 – Lessons from Chick-fil-A

24:09 – Service Recovery

25:31 – Feedback & Improvement

27:36 – Adapting to Change

29:29 – Small Acts, Big Trust

30:18 – Learn More + Closing

2025 Year in Review: Generative AI, access to justice and law schools

Ally Kvidt — Wed, 10 Dec 2025 12:00:24 +0000

All in all, it’s shown that the legal industry, traditionally known as a staid, conservative and risk-averse profession, is undergoing a period of rapid change and transformation.

Community Table: Client Relations From First Call to Alternative Fee and Payment Methods

Ally Kvidt — Tue, 09 Dec 2025 12:00:31 +0000

In this episode’s discussions around the Community Table, recorded in person at the October 2025 ClioCon legal tech conference:

After a new client comes on board, within a week, your team needs to check back in. This is your chance to delight. If there’s an issue, a misunderstanding, or a question, this is an opportunity fix it. Delighting a client is always better than simply satisfying a client.
The right team answering incoming calls is vital. But how do you outsource that? How do you pay someone and where do you find them? And when is it time to hire your own, in-house, full-time employees to convert those calls to clients?
Modern times lead to modern solutions. Today’s buy now, pay later tools can help your firm retain clients by helping them manage payments. Alternative fee arrangements work, and innovative payment methods can remove barriers to attorney/client relationships.

Ask us anything for the Community Table. Leave us a question online!

Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern.

Building Client Trust Through Trauma-Informed Advocacy – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 08 Dec 2025 12:00:12 +0000

Employment disputes strike at a person’s identity, security, and sense of control. In this special episode of On the Road, employment attorney Drew Levine explains why clients often resist settlement—even strong offers—and how trauma and betrayal shape their reactions throughout the case. He outlines a trauma-informed approach to lawyering, showing attorneys how to create safety, listen with intention, reset expectations, and rebuild trust with clients who may feel overwhelmed or unheard.

From navigating ambivalence to reframing fairness versus legality, discover how centering humanity leads to stronger client relationships and better case outcomes.

Drew Levine is an employment attorney in Southern California who represents clients in complex workplace disputes.

Crypto Clarity: What Lawyers Should Know About Digital Currency

Ally Kvidt — Thu, 04 Dec 2025 12:00:19 +0000

Ever since cryptocurrency made its debut, many have repeatedly questioned its validity. Is it legal tender? A scam? Well, in today’s digital ether, both exist en masse, and lawyers need to understand how to recognize the real thing and how it fits into our current legal framework. Rocky Dhir welcomes Nelson Ebaugh to chat about his article in the Texas Bar Journal, Texas Cryptocurrency Jurisprudence.

Nelson Ebaugh is an attorney in Houston. He has an LL.M. in securities and financial regulation and is certified in criminal appellate law by the Texas Board of Legal Specialization.

Special thanks to our sponsors Thomson Reuters and State Bar of Texas.

Surviving the Zero-Click Era: What Lawyers Must Know About SEO and AI, with Cyrus Shepard

Ally Kvidt — Thu, 04 Dec 2025 12:00:19 +0000

Episode 591 of the Lawyerist Podcast explores one of the most urgent questions facing law firms today: how do you stay findable when Google and AI are rewriting the rules of search? SEO expert Cyrus Shepard explains how zero-click search, AI-generated answers, and new “experience” signals are transforming the way law firms must think about content, visibility, and online authority.

Cyrus and Stephanie discuss why informational blog posts no longer drive the traffic they once did, how to structure content so LLMs can “read” and reference it, and why brand signals now carry more weight than keywords. They also cover how to evaluate SEO vendors, what metrics matter in an AI-first world, and simple steps lawyers can take to establish trust and expertise online.

Links from the episode:

lawyerist.com/scorecard

Zyppy.com

Listen to our previous episodes about Practical AI for Law.

#562 – Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell — Apple | Spotify | LTN

#565 – Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN

#452 – Managing AI in Your Practice, with Ed Walters — Apple | Spotify | LTN

#501 – Future-Proofing Your Firm in the Age of AI, with Jack Newton — Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Intro & Scorecard
03:53 – Meet Cyrus Shepard
05:12 – How AI Is Changing Search
06:00 – Zero-Click & AI Overviews
07:26 – Why Old Content Tactics Fail
08:57 – Shifting Toward Brand Authority
10:09 – Writing Content LLMs Can Read
11:33 – Showing Experience with E-E-A-T
14:23 – Reddit, YouTube & Source Signals
15:51 – Where New Firms Should Start
17:18 – Brand Building as SEO Strategy
18:27 – Vetting SEO Agencies Today
20:40 – Metrics That Actually Matter
22:03 – Real-World Visibility Wins
22:21 – Wrap-Up & Where to Find Cyrus

The Truth About Marketing Attribution || LHLM Takeout

Ally Kvidt — Thu, 04 Dec 2025 09:00:02 +0000

Craving a sneak peak of our live recording from Filevine’s Lex Summit? This year, Filevine’s Josh Hostilo and Stefanie Minter joined us at the table table to tackle one of the most confusing—and most important—topics in legal marketing: accurate attribution. Gyi and Conrad dig into how Lead Docket approaches first-touch, last-touch, and dual-source attribution, why “How did you hear about us?” still matters, and how UTMs, web forms, call tracking, and client feedback all get folded together to give firms real visibility into ROI. We even get into Google Ads optimization, Zapier webhooks, and the surprising disconnect between what clients say and what the data actually shows.

This is just a small appetizer. Check out the extended interview on YouTube!

Future-Proofing Your Paralegal Career with AI – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 01 Dec 2025 12:00:45 +0000

AI isn’t replacing legal professionals — it’s reshaping the work they do. In this special episode of On the Road, award-winning paralegals and educators Kelly Rednothy and Kristine Custodio Suero join attorney Michael Harris for a candid conversation about the skills and responsibilities legal pros need to stay competitive in an era of rapid technological change.

Together, they break down the ethical obligations around technology competence, how generative AI is transforming legal research, drafting, and document review, and what it means to “trust but verify” in modern workflows. They also highlight the durable skills—critical thinking, emotional intelligence, communication, collaboration, and continuous learning—that will define the next generation of legal professionals.

From understanding AI tools to protecting client confidentiality, this episode offers a grounded, practical roadmap for paralegals and legal teams preparing for the future.

Kelly Rednothy is a litigation paralegal, educator, and legal solutions consultant. Kristine Custodio Suero is an award-winning paralegal, author, and past president of the San Diego Paralegal Association. Michael Harris is an attorney and Chief Revenue Officer at Brightline Counsel.

Building an AI Chief of Staff

Ally Kvidt — Fri, 28 Nov 2025 12:00:21 +0000

What if you had an AI that not only assisted you, but acted as a highly trained source of strategic support in your day-to-day work? Dennis and Tom explore the idea of creating an AI Chief of Staff that could function in an organizational or advisory role. They share their experimental approach, walk through their methods for developing and training the AI to work for them, and discuss the challenges they’ve encountered along the way.

Later, they shift to a common pitfall: buying technology to solve law firm pain points, only to discover it isn’t the right fit. The guys break down what you need to know before investing in that next shiny tech solution.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes – Kennedy-Mighell Report #405

A Segment: Building an AI Chief of Staff

B Segment: We Answer a Question from our ChatGPT Audience

Parting Shots:

Android and iPhone users can now share files, starting with the Pixel 10 family.
The VergeCast Extreme Smart Home Makeover: Extreme smart home makeover – Gadgets

Innovating Without Overwhelm: Practical AI Tips for Lawyers, with Graydon Trusler

Ally Kvidt — Thu, 27 Nov 2025 12:00:30 +0000

In episode 590 of Lawyerist Podcast, learn how practical, everyday AI can help lawyers work smarter—not harder. Zack Glaser sits down with Graydon Trusler, a practical AI specialist and longtime law-firm operations pro, to explore how attorneys can use “productive laziness” to eliminate repetitive tasks, streamline case management, and reclaim valuable time. Graydon shares real examples from his family law firm, including how custom AI assistants help review discovery, prep hearings, analyze documents, and even support lawyers in the courtroom. Together, they break down privacy concerns, adoption hurdles, and simple ways to start using AI without getting overwhelmed.

Discover why AI isn’t a distant future—it’s a powerful tool lawyers can start using today to improve workflows, reduce stress, and deliver better results for clients.

Links from the episode: 

LexpertAI

Listen to our previous episodes about Practical AI & Law Firm Efficiency:

Episode #562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell — Apple | Spotify | LTN

Episode #565: Becoming the AI-Driven Leader, with Geoff Woods — Apple | Spotify | LTN

Episode #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden — Apple | Spotify | LTN

Episode #584: How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Karin Conroy — Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

00:00 – Introduction

08:45 – Meet Graydon

11:10 – Practical AI in Law Firms

16:40 – Myths, Fears & Privacy

19:00 – Real AI Workflows

23:00 – Productive Laziness

31:00 – AI in the Courtroom

34:45 – Faster Discovery & SOPs

38:50 – Flat Fees & the Future

45:13 – Closing Thoughts

Security. There Is Nothing More Important in Law Firm Tech

Ally Kvidt — Thu, 27 Nov 2025 12:00:22 +0000

Security, security, security. In your law firm’s tech package, there is probably no more important word than security. Your clients depend on it. Your business depends on it.

You and your firm can get hacked. It happens. Bad people want to get into your firm. They can dig through your email. They can get into your Microsoft 365 One Drive or Google accounts. Guest Adam Alexander, president of the Orlando-based IT firm Internetwork IT, explains two recent breaches, how they happened and how much damage hackers can do.

Once inside, hackers can hold your business – and your reputation – for ransom. The scary part? While evil doers are worming through your data, you may not even know it.

In this important episode, even if you think you know all about security, take a moment to get your head around the latest threats and safeguards. What’s an admin account? What’s two-factor authentication? Who holds the key to your kingdom? If you haven’t thought about this for a while, today’s the day.

Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com,

Topics:

Cyber security should be your firm’s top priority. If you think your firm is “too small” for hackers to target, you could be in for a nasty surprise.
Authentications, password management, and encrypted emails are the rule, not the exception. Security is everybody’s business.
The tools you probably use today, including Microsoft and Google, include advanced security options. How to take advantage of them.

Don’t Get Duped: How to Spot BS Marketing Metrics

Ally Kvidt — Wed, 26 Nov 2025 09:00:16 +0000

It’s surprisingly easy for a marketing agency to make underperforming campaigns look like wins. How do you guard yourself against marketers who exaggerate your results? Also, NAP consistency—the definitive answer!

Yeah, it’s scummy, but not all marketers have your best interests at heart. More perniciously, data can be spun and credit can be misattributed. Less so, inexperienced consultants misinterpret your campaign data and draw the wrong conclusions. Either way, bad insights lead to bad decisions—and those decisions can cost your firm big. You, dear lawyer, need to know enough about your marketing data to avoid being taken advantage of. Gyi and Conrad are here to help.

Later, the guys answer a YouTube question on NAP (Name-Address-Phone) consistency. So, is your NAP consistency negatively affected by using a call tracking number along with your primary phone number? Usually, no! Unless you screwed something up on your site—Gyi tells you how to make sure everything’s as kosher as a pickle.

The News:

Darnit—the robots aren’t supposed to solve your legal problems anymore: OpenAI is no longer giving legal advice.
To retract, or not to retract… For now, we’ll call it a news update: Scorpion confirmed that they do break out branded vs. non-branded campaigns in their reporting, so that’s good.

Listen Next:

Mindful Gifting || Resolutions Past and Future

Connect:

Ask us anything for the Community Table. Leave us a question online!
Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern.

Mastering Excel for Law Firms: Tips Lawyers Actually Need, with Barron Henley

Ally Kvidt — Thu, 20 Nov 2025 12:00:06 +0000

In episode 589 of Lawyerist Podcast, Stephanie sits down with Barron Henley of Affinity Consulting to talk about the practical, real-world ways law firms can use Excel to save time, reduce errors, and streamline everyday work.

Barron breaks down why Excel is one of the most underused tools in law firms and shares examples like expense tracking, probate calculations, medical bill summaries, date calculators, amortization tables, document automation, and even embedding live spreadsheets inside Word.

If Excel feels intimidating, Barron explains how even simple functions can dramatically improve workflows across litigation, estate planning, family law, real estate, and firm operations.

Listen to our previous episodes on legal tech tools and smarter workflows:

#497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr Apple | Spotify | LTN

#581: Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom Apple | Spotify | LTN

#587: Future-Proofing Your Firm in the Age of AI, with Jack Newton Apple | Spotify | LTN

Listen to our previous episodes on Finances:

#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

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

0:00 – Why lawyers should look at their numbers
4:17 – AI updates from 8AM (MyCase/Docketwise)
13:46 – Why Excel is the most underused tool in law
17:35 – What Excel can do that lawyers don’t expect
23:25 – Templates, formulas & real practice examples
31:27 – Using Excel for automation & mail merges
37:32 – Everyday lawyer workflows made easier with Excel
41:23 – Final takeaways

Bar Leadership in Action: Wellness, Technology, and the Rule of Law

Ally Kvidt — Mon, 17 Nov 2025 12:00:21 +0000

At ClioCon 2025, Patrick Palace sat down with bar leaders from across the country to discuss some of the most pressing issues facing bar associations and their members today.

Jonathan Dunitz shares his deep commitment to promoting wellness and destigmatizing mental health and substance use challenges within the legal profession. Drawing on his own experiences with depression as an attorney, Jonathan offers a personal and insightful perspective, along with practical strategies and resources bar associations can implement to support their members.

Next, Kevin Plachy highlights his bar association’s research into technology adoption and understanding among legal professionals. He presents key findings from the Washington State Bar Legal Technology Task Force’s survey, Embracing Change: Strategic Roadmap for Washington’s Legal Profession in a Time of Technology Disruption, and offers actionable advice for how bar associations can help their members embrace and adapt to technological change.

Finally, John Mudd discusses fostering bar community and transcending cultural and political divides. He shares how the State Bar of Montana works to uphold professional ethics and the rules of professional conduct—ensuring that lawyers honor their oaths to protect both the rule of law and the people they serve.

Jonathan M. Dunitz is Counsel at Verrill’s Portland, Maine office and is a Past President of the Maine State Bar Association.
Kevin Plachy is Director of Advancement at the Washington State Bar.

John Mudd is Executive Director of the State Bar of Montana.

Strategies for Growth: Training, Teamwork & Client Experience – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 17 Nov 2025 12:00:11 +0000

Growing a law firm isn’t just about new clients. It’s about building a strong team and a seamless client experience. In this special episode of On the Road, paralegal and law-firm operations consultant Eda Rosa breaks down the long-term strategies firms need to scale sustainably. She explains why continual staff training, proactive workflows, clear communication, and data-driven systems are essential to reducing bottlenecks and improving client satisfaction. From strengthening internal processes to empowering your front-line team, discover how intentional structure and collaboration can elevate your firm’s performance and set the foundation for future growth.

Eda Rosa is a paralegal, educator, and law-firm operations consultant specializing in workflow optimization and team development.

Fresh Voices on Legal Tech with Mary Mack

Ally Kvidt — Fri, 14 Nov 2025 12:00:56 +0000

AI, GenAI, agentic AI—what’s the difference between these forms of artificial intelligence? Dennis and Tom welcome Mary Mack of EDRM to talk through the latest in AI developments and how they are impacting legal in multitudinous ways. Mary also shares how her unique career blend of IT and law came about and offers her unique perspective on the opportunities in today’s market for technology careers adjacent to the legal profession.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch

Ally Kvidt — Thu, 13 Nov 2025 12:00:11 +0000

In episode 588 of the Lawyerist Podcast, discover how small shifts in mindset and management can make law practice less chaotic and more rewarding. Zack Glaser sits down with Jordan Couch of Palace Law to explore lessons from his book, 411 Tips for Solo and Small Firm Lawyers. They cover everything from client service and writing habits to creativity and innovation, offering real-world advice to help lawyers build stronger, happier firms.

Listen to our previous episodes about Law Firm Innovation & Sustainable Growth:

Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN

#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN

#550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam 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 with Stephanie & Zack

05:52 – Meet Jordan Couch

07:12 – 411 Tips for Lawyers

09:48 – Pick Your Lane

13:51 – Client Service Matters

16:26 – Handling Client Frustration

21:12 – The Trial Is Always Happening

24:35 – Write Like a Human

34:20 – Practice Creativity

37:38 – The Future of Law

46:00 – Closing Thoughts

How in-house counsel are increasingly turning to generative AI

Ally Kvidt — Wed, 12 Nov 2025 12:00:40 +0000

According to an October report from the Association of Corporate Counsel, generative AI use among in-house lawyers has more than doubled over the last year. More than half of respondents are now actively using generative AI in their practice—compared to only 23% in 2024. The survey also said two-thirds of respondents are using it so that they can eventually rely less on outside counsel, and over 60% are likely to push for a change in how legal services are priced.

Why is Legal Aid Embracing AI Faster than Other Legal Professionals?

Ally Kvidt — Tue, 11 Nov 2025 12:00:15 +0000

Legal technologists discuss a recent survey that found that legal aid attorneys are adopting AI at a faster rate than other legal professionals on Talk Justice. In May of 2025, Everlaw partnered with the National Legal Aid & Defender Association, Paladin and LawSites to conduct a survey of 112 legal aid professionals. The survey formed the basis of the report, “The AI Advantage: How Technology Can Help Bridge the Justice Gap,” which was published in September. It found that 74% of the legal aid organizations surveyed are already using AI in their work, which is double the generative AI adoption rate of the wider legal profession.

Avoiding Pitfalls in Family Law – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 10 Nov 2025 19:00:53 +0000

Family law is emotionally charged, complex, and full of pitfalls that can undermine even the most experienced attorney. In this special episode of On the Road, veteran family lawyer Claude Ducloux shares decades of hard-earned insights for running a successful practice. He covers how to set realistic client expectations, identify high-risk clients, handle social media ethically, protect yourself with documentation, and maintain civility and professionalism throughout every case. From practical billing and office management tips to strategies for fair settlements, Ducloux provides a roadmap for navigating family law with confidence, integrity, and clarity.

Claude Ducloux is a family law attorney with nearly 48 years of experience guiding clients and shaping best practices in the field.

American Legal Technology Award Winners | ClioCon2025

Ally Kvidt — Thu, 06 Nov 2025 17:00:02 +0000

The American Legal Technology Awards recognize those who have shown excellence as technology innovators in the legal industry, and the 2025 winners have been chosen! Patrick Palace welcomes winners across three of this year’s categories—Jim Calloway (Lifetime Achievement Award), Jenifer Whiston (Artificial Intelligence Award), and Susan Choe (Court Award). Patrick learns more about the creative legal technology contributions of each individual, all of which have promoted tech understanding in the profession and furthered efforts for access to justice in our legal systems.

Learn more about our winners’ organizations!

Future-Proofing Your Firm in the Age of AI, with Jack Newton

Ally Kvidt — Thu, 06 Nov 2025 12:00:07 +0000

In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors.

Jack explains how Clio’s new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry’s next big shift.

Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow’s most successful law firms.

Listen to our previous episodes about AI & Law Firm Growth:

Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” Apple | Spotify | LTN

Episode #577: “Rethinking Law Firm Growth in the Age of AI, with Sam Harden” Apple | Spotify | LTN

Episode #565: “Becoming the AI Driven Leader, with Geoff Woods” Apple | Spotify | LTN

Episode #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” Apple | Spotify | LTN

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

0:00 – Introduction & ClioCon Recap

2:00 – Growth Stages of Small Firms

5:10 – Clio for Enterprise Explained

7:45 – Why Small Firms Have the Advantage

10:30 – How AI Is Changing Legal Work

13:15 – Making AI Adoption Effortless

16:00 – Trust, Data & the Hallucination Problem

20:00 – Building the AI-Native Law Firm

22:30 – Staying Competitive in the Age of Change

24:40 – Closing Thoughts

Easy, Efficient Billing for Your Law Firm | ClioCon 2025

Ally Kvidt — Mon, 03 Nov 2025 12:00:47 +0000

The best payment experiences are transparent and simple, but far too many law firms struggle with awkward payment barriers for their clients. Stephanie Everett welcomes A.J. Axelrod of Clio to discuss modern and secure billing practices for law firms. They consider common errors and archaic methods that may lead to profit losses, share insights from the Legal Trends Report, and talk about how Clio’s billing software can help you ensure best practices in client payments.

A.J. Axelrod is Clio’s Vice President of Payments and Financial Services.

Fresh Voices on Legal Tech with Michael Kraft

Ally Kvidt — Fri, 31 Oct 2025 11:00:11 +0000

When teaching technology, empathy and patience are key to helping the learner engage and understand tech’s necessary role in legal practice. Dennis and Tom talk with Michael Kraft about his many years in IT service to legal professionals. They discuss practical methods for encouraging tech competence, favorite tools for collaboration, recent legal tech trends, AI, and much more. Michael also shares insights into his fascinating career path in legal technology, with an early start founding Kraft Kennedy in 1988—a business that has grown into a trusted IT solutions provider in the legal industry and beyond.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

Marketing Metrics That Matter for Law Firms | ClioCon 2025

Ally Kvidt — Thu, 30 Oct 2025 18:00:28 +0000

The reality is, if you don’t understand your metrics, you aren’t getting the most out of your marketing tactics. Gyi Tsakalakis welcomes fellow marketing pro, Margarita Eberline, to discuss her talk on how to leverage metrics to improve your law firm’s advertising strategies. Margarita explains how to effectively measure and engage with metrics to increase your ROI, make quality connections for better leads, get the visibility you need in your market, and much more.

Margarita Eberline is the founder of Marketing Boss and offers coaching, teaching, and training for companies through fractional CMO services and workshops.

AI Is Shaking Up the Legal Field (But Humans Are Still Vital)

Ally Kvidt — Tue, 28 Oct 2025 11:00:03 +0000

AI helps us do a lot, and a lot faster. But there are still tasks that need the human touch. Guest Jens Erik Gould is the founder and CEO of the Amalga Group, a specialized staffing outsourcing service that helps tech and legal businesses (among others) find and employ cost-saving staffing services outside the United States but located close to the country, a function known as “nearshoring.”

With services available in Latin America, close to the United States, Amalga Group helps legal services providers and law firms with tasks such as record retrieval, paralegal services, discovery, transcription, and legal assistance. By employing teams in Latin America, employers get a similar time zone and a close cultural fit.

AI is making great strides accomplishing routine tasks such as contract review, document retrieval, billing, and summarization. But AI can’t (yet) match the human capacity for making ethical decisions, understanding and solving nuanced problems, and finding creative answers.

Hear where Gould sees AI making gains and where it falls short and how law firms still need trained staffers to ensure accuracy and professional results, and how firms can adopt a hybrid model that leverages the capabilities of both AI and human near-sourced staffing. What will the new model look like, and how will successful firms meld tech and people?

Clio Legal Trends Report | ClioCon 2025

Ally Kvidt — Mon, 27 Oct 2025 11:00:24 +0000

The 2025 Legal Trends Report is here—fresh with the latest insights into genAI, billing strategies, marketing tactics, client experience, and so much more. Adriana Linares and Ernie “The Attorney” Svenson sit down with Joshua Lenon, Lawyer in Residence at Clio, to gain a deeper perspective on the major findings in this year’s report. They discuss statistical shifts in legal practice data and consider both the inefficiencies and new possibilities revealed for lawyers and law firms.

Clio’s full 2025 report is available now—completely free for all attorneys:

Legal Trends Report | Data-Driven Insights for Law Firms | Clio

Clio’s Latest Product Rollouts with Michelle Dunlea | ClioCon 2025

Ally Kvidt — Thu, 23 Oct 2025 19:00:39 +0000

Listen in for insider tips on Clio’s newest products for law firms everywhere. Kim Bennett chats with Michelle Dunlea about new Clio offerings for intelligent legal workflows with integrated AI through Clio Work, Clio Library, and much more. Michelle shares insights into practical use cases for these new tools to increase productivity and profitability for law firms of all sizes.

Michelle Dunlea is Vice President of Product at Clio, leading the innovation and development of Clio’s portfolio of products to meet the evolving needs of legal professionals.

Mentioned:

Preparing for the Legal AI Era with Ed Walters | ClioCon 2025

Ally Kvidt — Mon, 20 Oct 2025 17:30:02 +0000

AI in legal should allow lawyers to do better work for clients and create more accessible legal services, but it can be difficult for attorneys to wrap their heads around how and why this technology can change things for the better in their law firms. At ClioCon 2025, Gyi Tsakalakis sat down with Ed Walters to discuss strategies for embracing AI that reflect the care and wisdom attorneys must use as they integrate this revolutionary technology into legal practice.

Later, they also discuss the latest offerings from Clio, including new potential for better legal work through the Clio Work product powered by AI assistant Vincent and the Clio Library.

Ed Walters is the Chief Strategy Officer of vLex and the co-founder of Fastcase.

Fresh Voices on Legal Tech with April Dawson

Ally Kvidt — Fri, 17 Oct 2025 11:00:33 +0000

AI is disrupting every facet of the law, and understanding how to engage with AI technologies is essential for all attorneys and law students. Dennis and Tom talk with April Dawson about her experience researching and teaching about ethical, effective AI uses in the legal world while preserving vital learning skills for law students. They discuss AI challenges in law schools, AI governance considerations, new applications for AI in access to justice, and much more.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

NCCU’s 4th Annual Law and Technology Summit on October 17, 2025.
April Dawson on LinkedIn
Voice Memos organized by ChatGPT!
Trello (explained by ChatGPT!)
AI prompt – “What am I missing?”

From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris

Ally Kvidt — Thu, 16 Oct 2025 11:00:51 +0000

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.

Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.

Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.

Listen to our previous episodes with Bernadette:

#557: KPIs for Lawyers: Measuring Your Law Firm’s Financial Health with Bernadette Harris Apple | Spotify | LTN
#523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN
#457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

0:00 – Introduction: Running and Community at LabCon
2:40 – The Power of Accountability and Growth Communities
5:40 – Advanced Firm Finances: Stage 3 & 4 Growth
8:45 – Shifting from Survival to Strategy
11:35 – Measuring Leverage: Who’s Doing the Work?
14:45 – Tracking Revenue by Role, Not Hours
19:15 – When Owners Should Stop Doing Casework
23:00 – Building Transferable Value
25:40 – Succession Planning and Client Origination
29:10 – Systems, SOPs, and True Scalability
33:20 – How to Reach the Next Stage
35:10 – Closing Thoughts & Resources

Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers

Ally Kvidt — Thu, 09 Oct 2025 11:00:23 +0000

In episode 582 of Lawyerist Podcast, Zack Glaser talks with Merisa Bowers, Loss Prevention and Outreach Counsel at the Ohio Bar Liability Insurance Company, about how artificial intelligence is reshaping lawyers’ ethical duties.

Merisa explains how deepfakes and realistic scams are creating new challenges for diligence and verification, why unregulated chatbots can accidentally create attorney-client relationships, and what disclosures lawyers should make when using AI tools. She also shares practical steps to maintain confidentiality, protect client data, and apply long-standing ethics rules to fast-changing technologies.

Links from the episode: 

ABA Formal Opinion 512 – Generative AI

ABA Formal Opinion 510 – Prospective Clients & Rule 1.18

Listen to our previous episodes about non-lawyer ownership:

#354: A Look at the New Non-lawyer Firm Ownership Reform, with Lori Gonzalez: Apple Podcasts | Spotify | Lawyerist

#355: A Look at the New Non-lawyer Firm Ownership Reform, Pt.2, with Allen Rodriguez: Apple Podcasts | Spotify | Lawyerist

#221: The State of the Legal Profession, with ABA President Robert M. Carlson: Apple Podcasts | Spotify | Lawyerist

Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!

Access more resources from Lawyerist at lawyerist.com.

Chapters / Timestamps:

0:00 – ClioCon
4:45 – Meet Merisa Bowers
6:50 – Tech Shifts & New Ethics Risks
9:10 – Deepfakes & Diligence
13:40 – AI Scams & Fake Clients
18:30 – Chatbots Creating Clients

23:40 – Ethical Chatbot Models
26:45 – Should Lawyers Disclose AI?
29:40 – Don’t Let AI Think for You
34:20 – Protecting Client Data
36:10 – Staying Ethical with AI
37:40 – Wrap-Up & Final Thoughts

Clio founder talks $1B acquisition of vLex and upcoming Clio Cloud Conference

Ally Kvidt — Wed, 08 Oct 2025 11:00:51 +0000

When Clio announced that it had acquired global legal research platform vLex for $1 billion in June, it was the latest in a series of big moves from the cloud-based practice management software company.

Fresh Voices on Legal Tech with Marc Lauritsen

Ally Kvidt — Fri, 03 Oct 2025 11:00:15 +0000

Is true technology competence possible? The speed at which technology advances is now impossible to stay completely ahead of, but as lawyers, a commitment to lifelong learning and a focus on the humanistic side of law can help us engage effectively. Dennis and Tom talk with Marc Lauristen about his work with legal technology, lawyers, and law students. They talk through the challenges and opportunities surrounding AI, ways to manage technology education and implementation in the profession, and why being a good human is essential in our efforts to blend legal practice and services with helpful technologies.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Marc Lauritsen is a Massachusetts lawyer and educator who helps people work more effectively through knowledge systems.

Show Notes:

Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom

Ally Kvidt — Thu, 02 Oct 2025 11:00:55 +0000

In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer’s behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to finish tasks before asking for approval.

Drew explains what this shift means for law firms, what tools are likely to appear in the next 12–24 months, and why preparing your data—through structure, metadata, and integrations—matters more than ever. He also shares practical ways to start experimenting with AI connectors in tools you already use, so you’re ready when agentic features become standard in everyday legal work.

Listen to our other episodes on AI in Law:

#577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN

#565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN

#562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN

#553: AI Tools and Processes Every Lawyer Should Use, with Catherine Sanders Reach Apple | Spotify | LTN

#543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN

#538: AI Is Making Law Firms Obsolete, with Alistair Vigier Apple | Spotify | LTN

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

0:00 – Introduction & Conferences Recap

2:48 – From SEO to AEO: The New Search Frontier

6:34 – Meet Drew Bloom: AI for Law Firms

8:48 – What Makes AI “Agentic”?

13:47 – Assistants vs. Agents: How They Differ

16:00 – Redlining & Real-World Use Cases

20:41 – MCPs and Custom AI Connections

27:30 – The Future: Multi-Tool AI & Mobility

29:48 – Preparing Your Firm: Data & Metadata

34:38 – Where Lawyers Can Experiment Safely

Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot

Ally Kvidt — Tue, 30 Sep 2025 11:00:11 +0000

In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients.

You’ll hear how law firms can leverage AI beyond parlor tricks, why “moonshine marketing” doesn’t cut it anymore, and what lawyers need to know about AEO (AI Engine Optimization) versus traditional SEO. Zack and Jake also discuss the future of client search behavior, how to avoid overhyping trends, and why sticking to fundamentals will always matter.

If you’re curious about using AI in your practice, but don’t want to waste time on gimmicks, this episode will give you a roadmap to experiment wisely, protect your marketing investment, and grow sustainably.

Listen to our other episodes on Law Firm Marketing, Growth and AI:

#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 & Conrad Saam Apple | Spotify | LTN
#434: Leverage AI to Stay Ahead, with Greg Siskind Apple | Spotify | LTN

Access more resources from Lawyerist at lawyerist.com.

Chapters:

0:00 – Introduction with Zack Glaser
1:27 – Meet Jake Soffer of FirmPilot
2:17 – How AI Is Changing Legal Marketing
3:12 – Data-Driven Law Firm Growth
4:46 – The Limits of ChatGPT Content
7:12 – Building Smarter AI Workflows
9:23 – AEO, GEO, and the Future of Search
11:59 – Why Fundamentals Still Matter
14:45 – Writing for AI vs. Writing for Clients
17:05 – First Steps for Lawyers Using AI
18:33 – Do Your Research Before Choosing Tools
19:10 – Where to Find FirmPilot

The Top 10 Ethics Mistakes Attorneys Make – Legal Up Virtual Conference 2025 by InfoTrack

Ally Kvidt — Mon, 29 Sep 2025 11:00:37 +0000

Even experienced attorneys can stumble when it comes to ethics. In this On the Road episode, Joe Scott introduces Jordan Turk, Director of Education and Attorney Development at Smokeball, who breaks down the ten most common ethics mistakes lawyers make—and how to avoid them. From lapses in diligence and communication to mishandling client funds, failing to return files, and advertising pitfalls, Jordan offers practical strategies and real-world examples to help attorneys safeguard their practice and reputation.

Jordan Turk is the Director of Education and Attorney Development at Smokeball.

Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods

Ally Kvidt — Thu, 25 Sep 2025 11:00:22 +0000

In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead.

Amy explains why outstanding checks can create big compliance risks, what escheatment rules really require, and why three-way reconciliation is a must. She also breaks down why QuickBooks alone isn’t enough and how a few simple steps can keep you out of trouble. Lawyers will walk away with clear guidance to safeguard client funds, prepare for audits, and protect their law licenses.

Listen to our other episodes on risk management & ethics:

#572 – Practical Courage Skills Every Lawyer Needs, with Jim Detert Apple | Spotify | LTN

#543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN

#491 – Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple | Spotify | LTN

#447 – Managing Risk in Your Firm, with Allison Shields Apple | Spotify | LTN

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 – Bots in Job Interviews and Introduction

04:14 – Meet Amy Woods: IOLTA Consulting

05:14 – Why Trust Accounts Feel Like a “Ticking Time Bomb”

06:58 – Common Mistakes Lawyers Miss

09:22 – Escheatment & Outstanding Checks

12:30 – Penalties, Interest & Voluntary Disclosure

14:31 – Retainer Clauses & Small Check Workarounds

16:18 – Three-Way Reconciliation Explained

18:00 – QuickBooks vs. Legal-Specific Tools

21:43 – One Account, Many Clients: Why Details Matter

23:55 – Amy’s Compliance Review Service

25:08 – Real Consequences: From Penalties to Disbarment

26:26 – Final Takeaways

What is Human-Centered Legal Help in the Age of AI?

Ally Kvidt — Tue, 23 Sep 2025 11:00:47 +0000

Lawyers discuss how to keep legal services human-centered in the age of artificial intelligence (AI) on Talk Justice. In May, Amanda Brown authored the piece “Using Technology to Maximize Human Interaction.” She wrote that while legal services organizations are increasingly looking to AI to lower the burden of certain tasks, human interaction between attorneys and clients must not be lost for the sake of efficiency. She also discusses the new Louisiana Legal Navigator website.

Litigation at a Crossroads: Talent, Tech and Tomorrow’s Teams

Ally Kvidt — Tue, 23 Sep 2025 11:00:06 +0000

Litigation is on the rise… and so are the demands on the teams who manage it. In this episode of The Legal Report from Robert Half, host Jamy Sullivan and her guest Aaron Bath, vice president of litigation support and legal operations at Balfour Beatty US, explore how litigation teams are being reshaped by technology, shifting workflows and a competitive talent market. As AI and legal tech change how litigation is managed, traditional roles are evolving and new skill sets are in high demand. They discuss the growing need for litigation professionals who blend legal expertise with tech fluency, and why attracting and retaining this talent is a major challenge. Whether through redefining team roles, offering flexibility or supporting career growth, legal employers must adapt or risk falling behind. Tune in for an insightful look at what it takes to build and support high-performing litigation teams in a fast-changing legal landscape

400! Celebrating the Kennedy-Mighell Report’s Quadricentennial

Ally Kvidt — Fri, 19 Sep 2025 11:00:55 +0000

Debbie Foster hosts this edition of the Kennedy-Mighel Report to talk with Dennis and Tom about their 19 years and 400 episodes of podcasting! They talk through the past, present, and future of the podcast, discussing how they’ve remained in the space for so long, cringy and favorite moments from podcasts past, and what they’ve learned over many years together. They also talk about their future plans for the show and how new technology trends are influencing both the podcast and the broader legal profession.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

SaneBox – email helper
Superhuman.ai
Comet AI Browser – Dennis and Tom have invites!
WebSync full site importer for NotebookLM – Chrome Web Store
NotebookLM – Youtube Link (Source) Automator – extracts YouTube video lists and links and automates adding them to Notebook LM
Recomendo
Pro Tip: Pay the $20 a month for a pro AI subscription. If you are already buying one, buy another and compare them!

Mastering Memory: How Lawyers Can Train Their Brains, with Nelson Dellis

Ally Kvidt — Thu, 18 Sep 2025 11:00:51 +0000

In episode 578 of Lawyerist Podcast, six-time USA Memory Champion and Grand Master of Memory Nelson Dellis shares practical strategies to strengthen recall, sharpen focus, and build a healthier brain. Far from the myth of “photographic memory,” Nelson explains how anyone can improve memory using techniques like memory palaces, visualization, and storytelling.

For lawyers, better memory means stronger courtroom performance, sharper deposition prep, and the ability to remember case law, client details, and names with confidence in moments where every word matters. Nelson also highlights how memory training reduces stress, supports long-term brain health, and helps professionals stay present in high-stakes moments.

Learn about actionable memory improvement techniques with insights on why training your brain matters more than ever in today’s fast-paced legal and technological world.

Listen to our other episodes on memory and mental performance:

#405: The Diverse Ways People Think, with Temple Grandin Apple | Spotify | LTN
#427: Better Decisions, Less Fatigue, with Nika Kabiri Apple | Spotify | LTN
#560: Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze Apple | Spotify | LTN

Links from the episode:
Nelsondellis.com

Remember It!

Paxton.ai

Access more resources from Lawyerist at lawyerist.com.

Chapters:

0:00 – Introduction

7:50 – Legal Tech Spotlight: Paxton AI for Lawyers
17:56 – Meet Nelson Dellis: Memory Champion & Author
23:19 – How Anyone Can Improve Memory
27:40 – Visualization, Storytelling & Review Basics
33:42 – The Memory Palace Technique Explained
36:36 – Digital Tools vs. Training Your Brain
41:25 – Memory, Mindfulness & Staying Present
44:58 – Practical Memory Training for Lawyers

Rethinking Law Firm Growth in the Age of AI, with Sam Harden

Ally Kvidt — Thu, 11 Sep 2025 11:00:52 +0000

In episode #577 of Lawyerist Podcast, discover how to use AI to drive firm growth, expand practice areas, and strengthen client relationships while avoiding the trap of treating it as a simple efficiency tool. Too often, conversations about AI in law stop at shaving time off tasks or reducing headcount, but AI holds far more potential than cost-cutting. Innovation strategist Sam Harden explains why firms should resist the temptation to view AI as a staff replacement and instead embrace it as a growth engine. By experimenting with generative tools and even “vibe coding,” lawyers can create new services, improve client experiences, and reach entirely new markets. Rather than narrowing practice, AI can open doors to expansion, innovation, and more sustainable business models—helping firms future-proof themselves in a rapidly evolving market.

Ideal for growth-minded lawyers, firm leaders, and legal innovators who want to use AI strategically to scale smarter, serve better, and stay ahead.

Links From the Episode:

https://samharden.substack.com/

https://legaltalknetwork.com/podcasts/for-the-innocent/

https://tabs3.com/seetabs3/

Listen to our other episodes on AI & Legal Innovation:

#565: Becoming the AI Driven Leader, with Geoff Woods Apple | Spotify | LTN

#562: Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell Apple | Spotify | LTN

#555: How to Use AI and Universal Design to Empower Diverse Thinkers with Susan Tanner Apple | Spotify | LTN

#553: AI Tools and Processes Every Lawyer Should Use with Catherine Sanders Reach Apple | Spotify | LTN

#452: Managing AI in Your Practice, with Ed Walters Apple | Spotify | LTN

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

00:00 – Welcome & What Legal Talk Network Is

04:33 – Building a Modern Legal Tech Stack

10:33 – Meet Sam Harden: From Trial Lawyer to Innovator

16:38 – AI in Law: Efficiency vs. Growth

23:53 – The Risks of Replacing People with Technology

31:46 – Vibe Coding and the Future of Legal Tech

44:57 – Looking Ahead: Sam’s Vision as Innovation Strategist

How lawyers can use generative AI to get a leg up in communicating with clients

Ally Kvidt — Wed, 10 Sep 2025 11:00:20 +0000

Querious utilizes the power of generative AI to listen into a conversation and deliver real-time insights based on what it hears. Essentially, it’s like having another person in the room with you—only one who knows all the answers and can access information faster than anyone else.

Lunchtime Hors D’oeuvres || Salacious Scorpion Speculations

Ally Kvidt — Wed, 10 Sep 2025 08:00:25 +0000

We’ve got more delectable nibbles of knowledge to whet your appetite for the LHLM Summit! And, Conrad’s got a Clio/Scorpion conspiracy theory you definitely don’t want to miss.

This is pure speculation on Conrad’s part… but what’s the real play behind the Scorpion and Clio union? Could there be more to this “sole preferred partnership” than they’re letting on? No spoilers here, folks. Listen in for the intrigue!

Later, more mouthwatering morsels from your upcoming LHLM Summit speakers! Gyi and Conrad offer their commentary on some great advice pertaining to LinkedIn engagement, newsletters, client experience, local influencers, and so much more.

The News:

Gyi was at 8am Kaleidoscope, the inaugural customer conference following their rebrand.
And, catch the guys here, there, and everywhere at a bunch of upcoming conferences—especially this really cool one called the Lunch Hour Legal Marketing Summit. We hear it’s gonna be a good time.
Two great legal leaders, Brett Trembly and Ryan McKeen, have partnered to launch Virtual Case Managers!
Googly googs dodged a bullet: Google avoids breakup, but has to give up exclusive search deals in antitrust trial.
Hmm… Did Google’s share of general search really fall from 73% in Feb to 66.9% in August? – ChatGPT, AI tools gain traction as Google Search slips: Survey
Reddit is on the rise, folks. What’s your strategy?

Mentioned:

Gee, thanks, Jonathan Hawkins!

Suggested LHLM Episodes:

What’s in a Brand?

Connect:

HELP! My Marketing Agency Was Acquired — What You NEED To Know

This is Your Second Brain on AI

Ally Kvidt — Mon, 08 Sep 2025 14:30:15 +0000

Later, a listener and long-time iPhone user wonders—are Android devices actually far superior? Tom has some major thoughts on the issue.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes – This is Your Second Brain on AI

A Segment: This is Your Second Brain on AI

Notebook LM – https://notebooklm.google.com

B Segment: Should iPhone Users be Jealous of Android’s Obvious Superiority?

Google Pixel 10 https://store.google.com/category/phones?hl=en-US

Parting Shots:

Cracking the Legal Code for AI

Ally Kvidt — Thu, 04 Sep 2025 11:00:54 +0000

As artificial intelligence continues to evolve, new Texas laws are establishing a foundational framework for its governance, with a focus on the prevention of harm and ethical use. Rocky Dhir sits down with Shawn Tuma to discuss a range of recently enacted technology laws, helping attorneys understand their purpose, implications for legal practice, and considerations related to technology competence.

They explore key legislation including the Texas Responsible Artificial Intelligence Governance Act, Texas Cyber Command, and Cybersecurity Safe Harbor, offering insights into emerging best practices for technology in legal practice.

For a deeper dive, see Shawn Tuma’s article co-authored with Christine Chase in the September 2025 issue of the Texas Bar Journal.

Shawn Tuma is a partner at Spencer Fane LLP in Cyber Risk Management, Cyber Incident Response, and Cyber Security, Hacking and Data Breach Litigation.

Fresh Voices on Legal Tech with Bridget McCormack

Ally Kvidt — Fri, 22 Aug 2025 11:00:21 +0000

Is AI the technology that will finally force lawyer tech competence? With rapid advances and the ability to address numerous problems and pain points in our legal systems, AI simply can’t be ignored. Dennis & Tom welcome Bridget McCormack to discuss her perspectives on current AI trends and other exciting new tech applications in legal spaces. Bridget also talks us through her fascinating career path and current projects.

As always, stay tuned for the parting shots, that one tip, website, or observation that you can use the second the podcast ends.

Have a technology question for Dennis and Tom? Call their Tech Question Hotline at 720-441-6820 for the answers to your most burning tech questions.

Show Notes:

How the NCBE will move the NextGen bar exam to personal computers

Ally Kvidt — Wed, 13 Aug 2025 11:00:32 +0000

For decades, the Uniform Bar Examination has been old school, with bar candidates using paper-and-pencil exam books. But starting with the first administration of the NextGen UBE next year, the test will be entirely conducted on the examinees’ personal computers. The ABA Journal’s Julianne Hill talks with Kara Smith, the National Conference of Bar Examiners’ chief product officer.

Clio’s All-In with Scorpion – Who Gets Stung?

Adam Lockwood — Wed, 13 Aug 2025 08:05:02 +0000

“Sole Preferred Partners”—does this new relationship mark a culture shift for Clio? Come for the puppy, stay for the hard-hitting analysis.

Clio and Scorpion’s efforts to fill a perceived void between law practice management and marketing has led to the inception of their sole preferred partnership in the legal marketplace. Is this exclusive relationship a culturally dissonant move in Clio’s previously open ecosystem?

The guys question Harsha Chandra Shekar of Clio and Kirby Oscar of Scorpion on the details of this partnership and how their promise of deep integrations and data sharing will affect both clients and competing marketers in the legal space.

Afterward, Gyi and Conrad give their takes on the interview, discussing both its potential and their persisting concerns. Is this really the partnership that will lift all boats in the legal industry, or is it just promoting your competitor down the street?

The News:

A recently fired summer associate tastes the bitterness of life: Who Knew Biting Other Lawyers Was Frowned Upon? – Thinking Like a Lawyer
Google LSAs have been removing the trust/verification marks we worked so hard for—another ploy for cash?
Get ready, folks. AIO ads are coming to…everything. Google briefs brands on AI Mode ads ahead of Q4 rollout
Shocker! Google is pushing more Google: Google Search Indexing & Ranking Near Me Google Maps Results
The GLM Summit is coming right up. Conrad is a speaker, LHLM is recording live, and it’ll be a great time all the way ‘round!
And, come on down to the Kaleidoscope 2025 conference by Affinipay to hear from Gyi!
What, another conference plug? This one might be our favorite—the Lunch Hour Legal Marketing Summit takes place 9/22-24, and August 22nd is the absolute drop-dead date for the early bird discount. Sign up now!

Suggested LHLM Episodes:

Connect: