#522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton

In episode 586 of Lawyerist Podcast, learn how lawyers can help safeguard democracy by defending the rule of law and protecting judicial independence. In this episode, Stephanie Everett talks with Bill Bay, Immediate Past President of the American Bar Association, about why these issues transcend politics and define the integrity of the legal profession. Together, they discuss how every lawyer can lead with grace, model civil discourse, and stand up for fairness, equality, and due process.   Learn how you can join the ABA’s fight for the rule of law here: https://www.americanbar.org/groups/public_education/resources/rule-of-law/  Listen to our previous episodes about Leadership & Advocacy in Law:   Episode 490: “How to Build a Powerhouse Firm with Internal Talent, with Ryan McKeen” Apple | Spotify | LTN  Episode 560: “Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze” Apple | Spotify | LTN  Episode 576: “How Sponsorship, Empathy, and Failure Shape Great Leaders, with Michael Cohen” Apple | Spotify | LTN    Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.  Chapters / Timestamps:   0:00 – Introduction  1:00 – Law as Political, Not Partisan  4:40 – Sponsor Break: Tabs3  11:13 – Meet Bill Bay  12:20 – What the Rule of Law Means  14:40 – Threats to Justice & the Profession  21:55 – How Lawyers Can Take Action  23:40 – Grace & Civility in Practice  29:05 – Hope for the Next Generation  34:20 – Call to Action & Closing Thoughts

In episode 585 of Lawyerist Podcast, Soumya Palreddy and Jill Kluesner explain how Mental Health First Aid equips lawyers to recognize signs of burnout, stress, and crisis—before they escalate. Learn practical tools for building healthier teams, reducing stigma, and improving communication in high-pressure firms.  Discover why legal leaders are embracing mental health training as a core business skill, and how a few key mindset shifts can protect both your well-being and your practice.    Links from the episode:  http://www.jillkluesnerconsulting.com  https://www.soumyapalreddyconsulting.com/    Listen to our previous episodes about Legal Professional Wellness.   #375: Taking Care of Your Team’s Mental Health, with Calvin Benton Apple | Spotify | LTN  #469: Lawyers in Crisis: Navigating Addiction and Mental Health, with Brian Cuban Apple | Spotify | LTN  #473: Redefining Perfectionism and Striving for Lawyers, with Stephanie Villinski and Kara Hardin 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 & ClioCon Recap03:45 – What Is Mental Health First Aid?06:10 – Training for the Legal Mind08:45 – Breaking the Stigma: Talking About Mental Health at Work11:32 – Signs, Symptoms & What to Notice15:55 – The First Aid Framework: How to Help19:20 – Leadership, Culture & Modeling Wellness22:58 – From Self-Care to Community Care26:40 – Practical Steps for Teams29:10 – Final Takeaways & How to Get Trained30:45 – Closing Thoughts & Resources

In episode 584 of Lawyerist Podcast, Zack Glaser sits down with longtime legal marketing expert Karin Conroy of Conroy Creative Counsel to talk about the evolution of law firm marketing in the age of artificial intelligence.  Karin explains why lawyers shouldn’t fear AI, but should learn to use it strategically. From the “Iron Man vs. Terminator” analogy to practical steps for improving your firm’s marketing funnel, she shares how attorneys can blend technology and human insight to build trust, attract the right clients, and stay ahead of the curve.  They also dig into how AI is reshaping SEO, the importance of authenticity, and why marketing fundamentals still matter more than ever.  Links from this episode:  Conroy Creative Counsel  The AI Marketing Cookbook for Lawyers  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  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:  0:00 – The evolution of law firm marketing 3:50 – AI’s rise and the Iron Man vs. Terminator analogy 9:50 – Understanding your marketing funnel 12:00 – Why referrals are marketing 17:00 – Finding weak points in your strategy 21:00 – Adding AI without losing the human touch 25:30 – How AI is changing SEO and “Search Everywhere Optimization” 37:40 – The value of authenticity and human connection

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  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:  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

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!   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:   0:00 – ClioCon4:45 – Meet Merisa Bowers6:50 – Tech Shifts & New Ethics Risks9:10 – Deepfakes & Diligence13:40 – AI Scams & Fake Clients18:30 – Chatbots Creating Clients  23:40 – Ethical Chatbot Models26:45 – Should Lawyers Disclose AI?29:40 – Don’t Let AI Think for You34:20 – Protecting Client Data36:10 – Staying Ethical with AI37:40 – Wrap-Up & Final Thoughts

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    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:  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

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   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:  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

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    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 – 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

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    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:  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

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    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 – 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