Lawyerist Podcast

The Lawyerist Podcast helps lawyers build modern law firms that are profitable, efficient, and sustainable. Hosted by the team at Lawyerist, each episode features conversations with law firm owners, legal tech innovators, consultants, and industry experts focused on the business of practicing law. Learn proven strategies for law firm management, legal technology, AI, operations, client experience, leadership, marketing, hiring, and firm growth. Whether you're a solo practitioner or managing a growing team, you'll find practical advice, real-world insights, and actionable ideas you can implement to improve your practice today and prepare for the future of legal services. Subscribe and join thousands of lawyers working to build better businesses, better careers, and better lives.

Lawyerist Podcast is a business podcast hosted by Lawyerist.com, with 638 episodes on record and a Required Pod Score of 80.

Lawyerist.com hosts Lawyerist Podcast, a business show with 638 episodes published.

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  Episode #638

  Building a Law Firm Around One Clear Vision, with Megan Burns

  Oct 1, 202627 minS1

  Running two practice areas can feel like running two law firms under one roof. In episode 638 of the Lawyerist Podcast, Stephanie Everett talks with Megan Burns, managing partner at Mirador Law, about the firm’s decision to focus entirely on plaintiff personal injury after years of also handling criminal defense.  After 20 years as a criminal defense lawyer, Megan knew her trial skills could carry over. The business side required its own transition. She explains how different fee structures, marketing needs, and staffing demands led her and her partner to rethink how the firm operated. They started with a partner retreat to agree on a long term vision, then mapped out the steps needed to make it real.  Together, they discuss how to narrow a practice, support the people affected by the change, and build a firm around a shared direction. If your firm handles several practice areas and you are wondering where to focus, this episode offers a practical place to start.  Listen to the previous episodes of our Law Firm Strategy & Leading Change.  #635: Leading Forward: Why Great Ideas Aren’t Enough for Law Firm Strategy, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #633: Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #600: Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #575: From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox 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 – Introduction00:47 – Why Law Firm Growth Takes a Process03:19 – Meet Megan Burns03:53 – From Public Defender to Personal Injury Lawyer05:41 – How Trial Skills Transfer Between Practice Areas07:49 – Changing Practice Areas Changes the Business Model09:11 – Flat Fees, Contingency Fees, and Financial Risk11:03 – When Two Practice Areas Became Too Much11:45 – Setting a New Vision at a Partner Retreat13:13 – Why Two Practice Areas Can Feel Like Two Firms15:27 – Getting Law Partners on the Same Page18:00 – Turning the Vision Into a Plan for the Team20:01 – How Leaders Set the Tone for Change22:27 – Building on a 50 Year Firm Legacy24:20 – Competing as a Small Personal Injury Firm26:11 – Closing Thoughts 

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  Episode #637

  Fifty Referral Partners Is All You Need, with Jay Ruane

  Sep 24, 202634 minS1

  Most lawyers know relationships lead to referrals. The challenge is keeping those relationships alive when everything else gets busy. In this episode of the Lawyerist Podcast, Stephanie Everett talks with Jay Ruane about analog marketing and the simple systems that make staying connected part of running a firm.  Jay explains why offline marketing often falls apart after the first month and how a repeatable approach can help lawyers follow through. They explore using AI to identify forgotten connections in your inbox, making time for short coffee meetings, and becoming the person others trust to make a useful introduction.  The conversation also covers networking as an introvert, asking about someone else’s ideal client, and choosing thoughtful gifts that people actually want to keep. Jay shares why his firm sends clients blankets without its logo and why a manageable network of 50 referral partners can support a successful practice.  If your marketing plan depends on remembering to reach out when things slow down, this episode offers a more practical way to build relationships, generate referrals, and keep showing up.    Listen to the previous episodes of our Referral Marketing, Relationship Building & Law Firm Growth.  #636: Why Past Clients May Be Your Law Firm’s Best Growth Strategy, with EJ Stern & Katherine Wilson Apple | Spotify | LTN  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis 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  00:59 – Stephanie’s Blog and the Lawyerist Community  03:02 – Meet Jay Ruane  03:57 – Why Relationship Marketing Needs a System  07:17 – Keeping Your Systems Simple  08:46 – Why Analog Marketing Still Works  11:01 – Using AI to Rediscover Referral Connections  12:07 – Building a Network by Connecting Others  14:13 – Networking as an Introvert  17:19 – Preparing for Better Conversations  19:31 – Talking Business Without Forcing a Pitch  20:32 – Asking for Introductions  21:43 – Moving Beyond a Scarcity Mindset  22:41 – Thoughtful Gifts vs. Branded Merchandise  26:16 – Conference Giveaways People Actually Want  27:11 – Making a Book a Personal Gift  28:31 – Building a Repeatable Marketing Routine  29:49 – Why 50 Referral Partners Can Be Enough  30:46 – Closing Thoughts 

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  Episode #636

  Why Past Clients May Be Your Law Firm’s Best Growth Strategy, with EJ Stern & Katherine Wilson

  Sep 17, 202639 minS1

  Law firms spend enormous amounts of time and money winning new clients, then often overlook the relationships they have already built. In episode 636 of the Lawyerist Podcast, Stephanie Everett talks with EJ Stern and Katherine Wilson about how intentional client nurturing can lead to stronger relationships, repeat business, and more referrals.  EJ and Katherine explain why clients can quietly disappear when firms stop staying connected, why asking for feedback can strengthen rather than threaten a relationship, and how lawyers can move beyond being the person clients call with one legal problem to becoming a trusted advisor they call about everything else.  They also share practical ways to stay top of mind, from LinkedIn and personal check-ins to thoughtful gifts, memorable experiences, and small gestures that show you actually know the person behind the matter. As AI-generated communication becomes easier to produce, authentic human connection may become even more valuable.  If your firm is constantly focused on finding the next client, this conversation is a reminder that some of your best growth opportunities may already know, like, and trust you.  Listen to the previous episodes of our Client Retention, Referral Growth & Relationship Building.  #609: Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett Apple | Spotify | LTN  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt Apple | Spotify | LTN  #424: How to Get Great Feedback from Clients, with Ashley Steckler Apple | Spotify | LTN  #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN  Links from the episode:  https://smith.ai/  8am Kaleidoscope: https://www.8am.com/events/kaleidoscope/  Fractional Law Firm CMO  Fractional Law Firm CMO on LinkedIn  EJ Stern on LinkedIn  Katherine Wilson on LinkedIn  Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps   00:00 – Introduction  01:16 – Getting More From Conferences  03:02 – AI in Law Firms  06:39 – AI for Client Intake  08:15 – Intake Is a Sales Funnel  11:19 – Fixing Intake Leaks  13:22 – AI for Sales and Intake  14:53 – Meet EJ Stern & Katherine Wilson  15:36 – Why Client Retention Gets Overlooked  16:19 – Turning Clients Into Referrals  17:47 – Why Lawyers Avoid Feedback  21:01 – Why Client Experience Matters  21:54 – Becoming a Trusted Advisor  22:54 – How to Ask for Client Feedback  24:33 – Staying Top of Mind  25:27 – Building Client Loyalty  26:50 – Past Clients and Referral Sources  28:41 – Creative Client Gifts  32:22 – Human Connection in the Age of AI  34:50 – Invest in Existing Clients  35:21 – Building Long-Term Client Relationships  36:11 – Marketing Is Like the Gym  37:13 – LinkedIn and Staying Top of Mind  38:00 – Keep Repeating Your Message  38:21 – Closing Thoughts   

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  Episode #635

  Leading Forward: Why Great Ideas Aren't Enough for Law Firm Strategy, with Debbie Foster & Stephanie Everett

  Sep 10, 202634 minS1

  Law firms know change is coming. Knowing what to do about it is harder. In this episode of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading a law firm forward as technology, client expectations, and the business of law evolve.  Debbie explains why strategy often gets pushed aside for urgent client work and day-to-day demands. Together, they explore why firms struggle to move beyond “we’ve always done it this way,” how consensus can stall progress, and why great ideas mean little without execution and team buy-in.  They also examine how AI is raising the stakes for law firm leaders. Waiting for certainty is not a strategy. Stephanie and Debbie share practical ways to protect time for strategic thinking, challenge assumptions, build buy-in, and help teams adapt to change.  If your firm keeps talking about what needs to change but struggles to make it happen, this episode will help you move from ideas to action.  Listen to the previous episodes of our Law Firm Leadership Series.  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #633: Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #634: Leading Law Firm Operations: Building Systems That Reduce the Daily Firefighting, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  Links from the episode:  https://posh.com/lawyerist/  https://lawyerist.com/scorecard/  https://beanextlevelleader.com/    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read Be a Next Level Leader yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  01:47 – The New Small Firm Scorecard™  03:23 – Making Law Firm Progress Easier to Measure  06:38 – AI & Virtual Receptionists  08:08 – AI vs. Automation: What’s the Difference?  09:03 – Using AI to Enhance the Client Experience  12:03 – AI for Sentiment Analysis & Quality Assurance  13:04 – Keeping Humans in Control of AI  14:56 – Leading Your Law Firm Forward  15:24 – Why Law Firm Strategy Gets Pushed Aside  16:54 – AI Is Changing the Game for Law Firms  18:35 – Law Firms Are Playing 3D Chess  19:30 – Why Strategic Thinking Needs Protected Time  20:40 – Looking Beyond the Day-to-Day  22:47 – Moving Past “We’ve Always Done It This Way”  24:02 – Why Leading Through Change Is So Hard  24:34 – Great Ideas Aren’t the Problem. Execution Is.  26:58 – The Business Case for Law Firm Strategy  28:39 – Creating Believers Inside Your Law Firm  31:09 – Building a Culture That Thinks Ahead  32:28 – Why Leaders Will Build the Next Era of Law Firms 

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  Episode #634

  Leading Law Firm Operations: Building Systems That Reduce the Daily Firefighting, with Debbie Foster & Stephanie Everett

  Sep 3, 202633 minS1

  Law firm leaders are often so busy putting out fires that they never get the chance to prevent the next one. In episode 634 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading operations, the third cornerstone from their book, Be a Next Level Leader (beanextlevelleader.com).  Debbie and Stephanie explore what it means to shift from being the “hero” who solves every problem to the architect who builds systems that help the firm run better. They break down how leaders can help teams prioritize urgent versus important work, clarify decision-making authority, and develop the judgment to make better decisions without constantly escalating them.  They also explain why healthy firms surface problems early instead of hiding mistakes, how solving root causes can prevent recurring operational headaches, and why some law firm meetings cost far more than the decisions being made inside them.  If your days feel like an endless cycle of interruptions, emergencies, and meetings about the same problems, this episode offers practical ways to build systems that create more clarity, accountability, and consistency across your firm.  This week's homework: head to beanextlevelleader.com/resources for a free meeting audit calculator to see what your recurring meetings are really costing your firm.  Listen to our previous episodes on Law Firm Leadership, Systems & Stronger Teams  #633: Leading People in Law Firms: Building Trust, Developing Talent, and Holding Standards, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #632: Law Firm Leadership: How to Lead Yourself Before Leading Your Team, with Debbie Foster & Stephanie Everett Apple | Spotify | LTN  #631: Tune In Before You Jump In: A Better Way to Delegate, with Shawn Vanderhoven Apple | Spotify | LTN  #616: From Solo to CEO: Letting Go of Legal Work to Grow Your Firm, with Ellen Williamson Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #530: How to Design Meetings that Drive Results, with Matthew Homann Apple | Spotify | LTN  #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | LTN  Links from the episode: Kaleidoscope Conference, September 22-24 in Las Vegas: https://www.8am.com/events/kaleidoscope/ use code “Lawyerist26”    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, and Instagram!   For more on leading operations, check out Be a Next Level Leader at beanextlevelleader.com. Looking for help beyond the book?  Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps  00:00 – Introduction  00:37 – Lawyerist Heads to Kaleidoscope in Las Vegas  03:23 – What Law Firms Can Learn from the Savannah Bananas  05:01 – Why Ridiculous Ideas Can Lead to Better Solutions  07:20 – The Third Cornerstone of Law Firm Leadership  07:44 – Leading Operations: Turning Ideas into Systems  09:29 – Stop Being the Hero and Start Being the Architect  11:01 – Why Nonbillable Work Can Be Your Most Valuable Work  11:35 – Building Better Systems One Problem at a Time  12:32 – Urgent vs. Important: Helping Your Team Prioritize  13:13 – Why Urgent Work Keeps Taking Over  15:07 – Teach Your Team to Think Without Rescuing Them  15:54 – Priorities, Trade-Offs & Better Judgment  16:45 – Who Actually Gets to Make the Decision?  19:18 – Why Law Firms Struggle with the Fear of Being Wrong  21:02 – Create a Culture Where Problems Surface Early  23:24 – Stop Fixing Symptoms and Find the Root Cause  25:10 – Audit Your Law Firm Meetings  25:50 – The $7,000 Meeting Problem  27:02 – Death by Meeting vs. Not Meeting Enough  28:17 – How to Run Meetings That Actually Accomplish Something  29:27 – Stop the Law Firm Rumor Mill  30:25 – This Week’s Leadership Homework 

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