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Law Firm Autopilot

Ernie "the Attorney" Svenson

Ernie Svenson is an attorney on a mission to help solo and small firm lawyers improve their practices. He started the 5th lawyer blog in 2002, which garnered national attention from folks inside and outside of the legal profession. Since then he's been helping lawyers who want better practices, and understand that technology is an integral part of creating a profitable, smooth running firm. Law Firm Autopilot features interviews (with attorneys and law practice consultants), listener Q&A, and practical strategies for folks who want to earn more, and work less, while spending more time relaxing away from the office!

  • 19 minutes 36 seconds
    281: The 5 Biggest Mistakes in Using Technology (and How to Avoid Them)

     As we all know, modern technology can create powerful leverage in any business. Unfortunately, it's complex and rapidly changing, which creates big challenges—especially for lawyers.

    Most lawyers lack the instincts to know what to focus on and prioritize, so they often make big mistakes when using technology. Fortunately, the five biggest mistakes can be avoided if you know what they are and how to avoid them. Listen and find out how.

    In this episode, you will hear:

    • Avoiding lawyer technology adoption mistakes
    • Avoiding technology mistakes in law
    • Leveraging technology for maximum success
    • Outsourcing receptionist services with Smith AI
    • Cost-effective tech consultation for lawyers

    Resources from this Episode

    - Jared Correia (Red Cave Legal) for advice on practice management software: https://redcavelegal.com/about/ 

    https://redcavelegal.com/ 

    - Otter.ai (best meeting transcription tool using AI) - https://otter.ai/referrals/7V69G9OV 

    - My Top Tech Tools Guide for Lawyers - https://frictionless-lawyering.craft.me/Top-Tech-Tools 

    - Check out my Inner Circle (for useful discussions about tech tools recommended for lawyers) - https://ernietheattorney.net/inner-circle-community/ 

    - Check out my Law Practice Assessment if you want specific recommendations for improving based on the technology you're using in your practice - https://law-practice-assessment.scoreapp.com/p/podcast

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    16 April 2024, 8:00 am
  • 33 minutes 8 seconds
    280: Update on Generative AI Chatbots & How Lawyers Can Use Them Safely

     AI Chatbots powered by GPT-4 technology are improving rapidly so the opportunities are expanding for lawyers who want to leverage this to improve aspects of their practices. But which GPT4 chatbots are best? And what are the best opportunities for using them in your practice? That's what we'll cover in this episode.

    In this episode, you will hear:

    • The emergence of generative AI chatbots and their implications for the legal industry
    • Maximizing the features of advanced AI writing models
    • The use of RAG and proprietary data to mitigate AI “hallucinations” 
    • Strategic use of AI for ideation and Grammarly for writing
    • More ways to think about implementing AI effectively

    Resources from this Episode

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    2 April 2024, 8:00 am
  • 32 minutes 5 seconds
    279: LinkedIn Networking: How to "Work the Room"

     LinkedIn is a goldmine for professional referrals. Think of it as a 24-hour networking event that runs 365 days a year.  You can "attend" asynchronously and easily generate new referrals without spending a lot of time "working the room.”

    In this episode, you will hear:

    • 24/7 receptionist and chatbot services
    • Unlocking LinkedIn's potential
    • Crafting effective taglines for lawyers
    • Optimizing LinkedIn profile for SEO
    • Leveraging linkedin for networking success 

    Resources from this Episode

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    19 March 2024, 8:00 am
  • 22 minutes 24 seconds
    278: How to Get More Out of Podcasts You Listen to (Snipd)

    Podcasts are valuable troves of knowledge. And yet it's notoriously challenging to capture insights and take notes on things you want to remember.

    But now there's a magic solution that you'll definitely appreciate knowing about that you'll learn all about in this episode.

    In this episode, you will hear:

    • Leveraging podcasts for professional growth
    • Essential features for podcast listening
    • Features and benefits of Snipd app
    • Leveraging 80/20 Principle for success

    Resources from this Episode

     General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    5 March 2024, 9:00 am
  • 46 minutes 26 seconds
    277: Traction Business Coaching for Law Firms (w/ Kellam Parks)

    In this episode, you'll learn how a Virginia lawyer found the best business coach to help his firm implement principles from the popular book “Traction” (by Gino Wickman). Listen as Kellam Parks shares the process he used to research and vet candidates, and why he says the decision to hire a coach was "transformative." He also explains exactly why the principles in Traction are so helpful in growing a modern law practice.

    In this episode, you will hear:

    • The benefits of applying the business book "Traction" to law practices
    • Some challenges traditional law firms face
    • Understanding the concept of Entrepreneurial Operating System (EOS)
    • The challenges and benefits of coaching for solo lawyers
    • Implementing EOS and finding the right coach
    • The importance of generosity as a core value

    Resources from this Episode

    - Stephanie Everett (the coach Kellam hired)

    - Lawyerist Labs (group coaching program)

    - Melissa Shanahan (Velocity Work)

    - Trillion Dollar Coach: The Leadership Handbook of Silicon Valley’s Bill Campbell (business coach to Steve Jobs and Eric Schmidt)

    - Charlie Munger's Psychology of Human Misjudgment

    - The Moment, podcast by Brian Koppleman (creator of Showtime's Billions)

    - Traction: Get a Grip on Your Business, by Gino Wickman

    - Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable, by Michael Morse

    - The Go-Giver: A Little Story About a Powerful Business Idea, by Bob Burg

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    20 February 2024, 9:00 am
  • 26 minutes 57 seconds
    276: Privacy vs Security: Top Tips to Avoid Hackers

    Hackers repeatedly use the same common ploys to fool most people most easily. Avoid becoming a victim by learning about these ploys and by using a tech tool that too many people do not know about (or use if they do know). In this episode, you'll learn about six excellent recommendations the AARP believes can protect people online. And learn more about the one that's most beneficial for everyone who uses the Internet via computer, tablet device, or smartphone.

    In this episode, you will hear:

    • Technology in efficient law practices

    • The importance of automated scheduling

    • The benefits of implementing a consultation fee

    • Using the 80/20 principle to leverage your practice

    Resources from this Episode

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to Our Sponsors

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

    6 February 2024, 9:00 am
  • 21 minutes 36 seconds
    275: Frictionless Scheduling (with Calendly, etc.)

    Traditional ways of scheduling appointments have too much friction, so lawyers should now adopt automated scheduling technology like that offered by Calendly. When you use this type of tool, you'll be able to do more deep work without being bogged down with scheduling appointments or getting interrupted during peak work time.

    In this episode, you'll learn exactly why automated scheduling will help you save time and avoid frustration. And you'll learn how to optimize it for your practice.

    In this episode, you will hear:

    • Embracing tech for law practice efficiency: using Loom and Calendly
    • Valuing time with pre-consultation fees and streamlined scheduling
    • Integrations boosting productivity: Calendly with Zoom/ConvertKit
    • AI's future role in enhancing automated scheduling
    • Next episode teaser: Cybersecurity in tech-empowered law practices

    Resources from this Episode

    General Resources

     

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to My Sponsor

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

     

    16 January 2024, 9:00 am
  • 29 minutes 45 seconds
    274: The Year of Ninja Lawyering

    The year 2024 is the year of Ninja Lawyering for solo and small firm lawyers who want frictionless efficiency, financial freedom, and flexibility to work less and enjoy life more. The key is leveraging technology strategically by focusing on a few key tools, the first of which we'll discuss in this episode. If you start using this tool, your practice will start to transform itself in mind-boggling ways.

    In this episode, you will hear:

    • Introduction to Ninja Lawyering: Strategies for solo and small law firm efficiency using technology and the 80/20 principle.
    • Exploration of 12 transformative tools for legal practice: Loom, ConvertKit, ChatGPT, and others.
    • Deep dive into Loom for effective asynchronous video communication to reduce meetings and misunderstandings.
    • Leveraging the 80/20 principle for maximizing outcomes with minimal resource investment in legal practices.
    • Tips for adopting technology strategically: using free trials, focusing on one tool at a time, and seeking personalized guidance.
    • Recommendations for outsourcing phone answering services and using private attorney networks for referrals.
    • The importance of actively using the tools discussed for genuine improvement in legal practice efficiency.

    Resources from this Episode

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to Our Sponsors

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

    2 January 2024, 9:00 am
  • 43 minutes 23 seconds
    273: Digital Nomadism - Part 2 (with Megan Hargroder)

    In Part 2 of our discussion of "Digital Nomadism," Megan Hargroder shares more insights on the art of living and working from anywhere. She highlights the use of platforms like Trusted House Sitters as an alternative to using AirBnb. And we also discuss safety tips while traveling abroad. Finally, we cover money management strategies, which are critical as well.

    Whether you're considering a full-blown leap into digital nomadism or just looking for tips on how to be more effective doing remote work, this episode offers a wealth of useful recommendations and practical advice.

    In this episode, you will hear:

    • Strategies for securing free accommodations, maintaining fitness, managing finances and ensuring safety while on the move.

    • Insights into co-working spaces, fostering relationships, and overcoming language barriers with tools like Google Translate.

    • Emphasizing the importance of language learning and understanding cultural etiquette while traveling.

    • Addressing perceptions of Americans as poor travelers and sharing personal experiences with petty crime in Europe.

    Resources from this Episode

    Part 1 of Digital Nomadism: https://ernietheattorney.net/portfolio/lfa265/

    Trusted House Sitters - A platform for finding house-sitting opportunities, often including pet care, as an alternative to Airbnb and options that require you to pay for lodging.

    https://www.trustedhousesitters.com/

     Google Translate - Used to overcome language barriers while traveling.

    https://translate.google.com/

    WeWork All Access Membership

    https://www.wework.com/solutions/wework-all-access

    Megan discussed using WeWork across Europe as a consistent and flexible workspace.

    ClassPass - A service for finding and booking fitness classes while traveling, allowing users to maintain their fitness routine.

    https://classpass.com/

    VPN (Virtual Private Network) - Recommended for secure internet use, especially when working from coffee shops or other public spaces.

    https://www.expressvpn.com/

    Google Form to Apply for Digital Nomadism Workshop: https://forms.gle/X7PLgKYDBEoViKk66

    General Resources

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to Our Sponsors

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Overture Law

    Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. 

    Membership is free if you're accepted. Apply for membership at Overture.law

    Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

    19 December 2023, 9:00 am
  • 52 minutes 39 seconds
    272: Legal Malpractice Insurance Made Easy

    In this episode, we delve into a detailed conversation with Rio Peterson from Alps Insurance. We explore the intricacies of malpractice insurance and discuss how solo and small law firms can protect themselves not just against malpractice, but also cyber attacks and employment claims. We also delve into the transformative potential of artificial intelligence in law practice, shedding light on how it can help cut costs, increase efficiency, and enhance client services.

    Rio, who was previously with Clio, brings a wealth of knowledge about insurance in the legal field. The duo break down the complexities of malpractice insurance and shed light on the significance of cyber security in today's digital age. They also discuss the potential of artificial intelligence in streamlining legal services and improving efficiency.

    Tune in to this engaging and enlightening episode to understand the benefits of using technology, the importance of insurance coverage and the potential of AI in transforming the legal industry.

    In this episode, you will hear:

    • Changing Company Names for Rhyme Impact

    • Professional Liability and Cyber Response 

    • The Benefits of Specializing in Law

    • Using Legal Tools and Mitigating Risks

    • AI for Content Repurposing and Marketing

    • AI & Language Proficiency in the Philippines

    • AI in Legal Practice

    Rio Peterson Resources

    General Resources

     

    Follow and Review:

    We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

    Thanks to Our Sponsors

    Smith.ai

    Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you’re hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.

    If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

    Plans start at $210/month for 30 calls, and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans, including add-ons (up to $1000).

    And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

    Overture Law

    Overture Law is the first private attorney network enabling them to refer matters to one another and ethically share in referral fees. 

    Membership is free if you're accepted. Apply for membership at Overture.law

    Once you're accepted, you'll start getting valuable referrals and earn fees for matters you refer out. A powerful win-win for U.S.-based solo and small firm attorneys.

    Episode Credits

    If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.comLet them know we sent you.

    5 December 2023, 9:00 am
  • 47 minutes 14 seconds
    271: Automating Documents & Productizing Your Services (with Dorna Moini)

    In the latest episode, attorney Dorna Moini explains how her product, Gavel, enables full intake and workflow automation.

    She also explains how lawyers can document their expertise and turn that into revenue-generating products.

    In this episode, you will hear about:

    • The importance of automating repetitive tasks, which begins with recording and analyzing repeatable tasks.
    • How innovative document automation has revolutionized traditional legal services.
    • The concept of productizing legal services and how doing this enhances customer experiences.
    • How to use integrations for productizing legal services.
    • The role of artificial intelligence in workflow development, and the importance of quick adaptation in automation projects.

    Resources from this Episode

    General Resources

    Thanks to Our Sponsor   Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you’re actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.   If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.   Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000).   And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.   EPISODE CREDITS:   If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.   He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.   Find out more at EmeraldCity  
    21 November 2023, 9:00 am
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