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

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 

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   

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 

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 

Most lawyers are taught how to practice law, not how to lead people. Then one day, they are handed a team and expected to figure it out. In episode 633 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading people, the second cornerstone from their book, Be a Next Level Leader.  Debbie and Stephanie break people's leadership into four essential responsibilities: building trust, developing others, communicating clearly, and holding standards. They explain why trust grows through small, human interactions, why leaders often overload their most dependable employees, and how delegation can become a tool for development instead of a way to clear your own plate.  They also explore why teams cannot meet expectations that were never clearly communicated, how positive and constructive feedback help people grow, and why “no news is good news” is not a leadership strategy.  If you want to build a team that can take greater ownership, perform at a higher level, and succeed without relying on one overburdened A player, this episode offers a practical place to start.  Listen to our previous episodes on Law Firm Leadership, Delegation, and Building Stronger Teams.  #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    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  00:21 – Track Your Firm’s Progress with the Small Firm Scorecard  03:17 – Leading People: The Second Leadership Cornerstone  04:25 – Trust, Development, Communication, and Standards  05:59 – Why Law Firms Do Not Teach People Management  07:42 – Building Trust Through Real Relationships  08:58 – Small Conversations That Strengthen Trust  10:54 – Delegating to Develop, Not Just to Offload Work  11:26 – The Overburdened A Player Problem  12:48 – Becoming a Multiplier for Your Team  13:31 – Match Delegation to Skill and Readiness  14:52 – Set Clear Expectations Before Asking for More  16:38 – Why Feedback Is a Leadership Skill  18:33 – “No News Is Good News” Does Not Work  19:08 – Learn How Your People Want to Be Recognized  19:53 – A Simple Framework for Better Feedback  21:14 – Holding Standards Without Being Harsh  22:15 – Closing Thoughts and What Comes Next 

Leaders do not simply enter a room. They change it. In episode 632 of the Lawyerist Podcast, Stephanie Everett talks with Debbie Foster about leading self, the first cornerstone from their new book, Be a Next Level Leader.  Debbie explains why “leaders bring the weather” and how a leader’s emotions, attention, and energy can shape an entire meeting. Together, they explore what happens when leaders make promises they cannot realistically keep, become bottlenecks for their teams, or undermine decisions by delivering them as someone else’s instructions.  They also discuss why honoring commitments is essential to building trust, how to renegotiate a deadline without hiding behind busyness, and what it means to speak as a leader even when you disagree with a decision. Debbie and Stephanie share practical scripts, exercises, and shared language law firm teams can use to make better leadership habits part of everyday work.  If you want your team to trust your word, follow your direction, and feel secure when pressure rises, better leadership starts with understanding how you show up.  Listen to our previous episodes on Law Firm Leadership, Self-Awareness & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete’s Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | LTN  Links from the episode:  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 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  01:19 – Why Leadership Teams Need Shared Language  03:16 – Meet Debbie Foster  03:45 – Why Leadership Starts with Leading Self  04:13 – Leaders Bring the Weather  05:27 – Showing Up Fully Present  06:17 – How Broken Commitments Erode Trust  08:15 – When the Leader Becomes the Bottleneck  09:29 – Speak as a Leader, Not a Messenger  10:11 – Disagree, Commit & Support the Decision  12:02 – How Leaders Undermine Their Own Credibility  12:57 – Turning Leadership Theory into Practical Tools  14:31 – Scripts for Renegotiating Commitments & Receiving Feedback  16:10 – How the Book and Workbook Took Shape  17:21 – Shared Language Creates Stronger Leaders  19:26 – Leading When Responsibility Exceeds Authority  21:21 – How Do You Show Up Under Stress?  22:34 – Closing Thoughts 

When everything feels urgent, meaningful work rarely gets the attention it deserves. In episode 631 of the Lawyerist Podcast, Zack Glaser talks with leadership researcher and author Shawn Vanderhoven about how law firm leaders can create the clarity their teams need to focus and perform at their best.  Drawing from his book, Pause: How to Lead Brilliant Work in a Busy World, Shawn explains why effective leadership sometimes requires slowing down before moving forward. He shares what his research revealed about the behaviors that improve focus, the leadership habits that amplify distraction, and why teams struggle when every project is treated like a top priority.  Together, they explore how to make realistic tradeoffs, involve your team in prioritization, delegate without derailing someone’s entire day, and create systems that make difficult conversations easier. Shawn also explains why asking, “What will it take to do this well?” can lead to better decisions than simply asking whether the work can get done.  If your law firm is juggling too many priorities, this episode offers practical ways to reduce distraction, lead with greater clarity, and create space for work your team can be proud of.  Listen to our previous episodes on Law Firm Leadership & Building Stronger Teams.  #627: Building Stronger Law Firm Teams Through Better Communication, with Zeina Baydoun Apple | Spotify | LTN  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #604: From Practice to Business: Scaling Beyond Yourself, with Andy Hays Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O’Neal Apple | Spotify | LTN  #541: Why the Best Teams Have Keystone Conversations, with Michael Bungay Stanier Apple | Spotify | LTN  Links from the episode:  https://www.pausebook.co/  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  00:25 – A Different Kind of Law Firm Conference  03:10 – LabCon for Law Firm Leaders  07:05 – What Is Broken About Law Firm Intake  11:30 – How to Secret Shop Your Firm  15:15 – The Role of AI in Client Intake  20:45 – Why Clients Still Want Access to Humans  26:30 – Meet Shawn Vanderhoven  29:15 – Why Leaders Need to Pause  30:25 – How Leadership Can Improve Focus  33:25 – When Everything Feels Important  37:15 – Making Prioritization a Team Sport  40:20 – Choosing Your Majors and Minors  42:45 – A Better Way to Delegate Work  46:10 – Navigating Competing Priorities  49:10 – Making Difficult Conversations Easier  54:45 – Creating Clarity Around What Matters  56:10 – Pausing to Help Your Team Move Faster  59:05 – Closing Thoughts 

Lawyers may soon spend less time opening applications, and more time simply telling AI what needs to happen next. In episode 630 of the Lawyerist Podcast, Zack Glaser talks with innovation strategist Sam Harden about the rise of agentic AI and how tools like ChatGPT Work and Claude Cowork could reshape the way legal professionals work.  Unlike a traditional chatbot, an agentic system can operate within a workspace, analyze groups of files, create and update documents, develop plans, and connect information from different sources. That could allow lawyers to access emails, calendars, case materials, research, and practice management information through a single working interface.  Zack and Sam discuss what this means for law firms filled with open Word documents, browser tabs, PDFs, research databases, and disconnected software. They also challenge the idea that AI should perform the most sophisticated legal reasoning while lawyers clean up the formatting. Instead, AI should take on the repetitive administrative work so lawyers can operate at the top of their licenses.  If you want to understand where legal AI is heading beyond prompting and summarization, this episode offers a grounded look at the tools, opportunities, risks, and experiments shaping the next phase of legal work.  Listen to our previous episodes on Agentic AI, Law Firm Workflows & the Future of Legal Work.  #620: What Claude Means for Law Firms, Part 2: Using AI to Practice at the Top of Your License, with Sam Harden Apple | Spotify | LTN  #619: What Claude Means for Law Firms: AI Skills, Connectors, and Workflow Strategy, with Sam Harden Apple | Spotify | LTN  #601: Beyond Chatbots: Using Agentic AI in Law Firm Intake, with Matt Spiegel Apple | Spotify | LTN  #581: Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden 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  00:18 – What the World Cup Teaches About Professionalism  05:19 – Meet Sam Harden  06:25 – The “Claudification” of ChatGPT  08:15 – From Chatbot to Agentic Workspace  10:35 – Why ChatGPT Is Following Claude  13:00 – The Shift from Asking to Delegating  14:00 – What Agentic AI Actually Means for Lawyers  17:40 – Making AI the Interface for Legal Work  19:10 – The Future Surface of Work  23:30 – When Your Phone Becomes Your Workspace  25:35 – How Agentic AI Could Transform Law Firms  26:45 – Letting AI Handle the Legal Busywork  29:20 – Operating at the Top of Your License  31:15 – AI Should Format the Work, Not Make the Judgment  34:30 – How Lawyers Can Start Experimenting Safely  37:25 – Closing Thoughts 

Privacy is not just about keeping secrets. It is about protecting your power. In episode 629 of the Lawyerist Podcast, Zack Glaser talks with Oxford professor and author Carissa Véliz about how personal data gives companies, governments, and technology platforms the ability to influence our choices and shape our lives.  Carissa explains why seemingly harmless information, from the music you enjoy to the way your phone battery drains, can be used to identify, categorize, and predict you. They explore how AI has made surveillance cheaper and more powerful, why predictions should never be treated as facts, and how automated scores can affect important decisions without giving people a meaningful way to challenge them.  The conversation also offers practical ways to reclaim control without abandoning technology entirely. From choosing more private digital tools to questioning the predictions presented as inevitable, Carissa shows why every decision to protect your privacy matters.  If you have ever clicked “accept” without thinking about what happens next, this episode will change the way you think about your data, your autonomy, and who gets to shape your future.  Listen to our previous episodes on AI, Privacy & Legal Ethics.  #618: AI and Legal Ethics: Protecting Client Privacy in a Changing Legal System, with Sunny Eaton Apple | Spotify | LTN  #612: AI for Lawyers: What You Need to Know Before Your Clients Do, with Cat Casey Apple | Spotify | LTN  #582: Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers Apple | Spotify | LTN  #543: What Lawyers Need to Know About the Ethics of Using AI, with Hilary Gerzhoy Apple | Spotify | LTN  #486: How to Safely Include AI in Your Legal Tech Stack, with Will Anoh 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  00:55 – The Future of Law Firm Leadership  05:00 – The Four Cornerstones of Leadership  09:00 – Be a Next Level Leader  10:45 – Meet Carissa Véliz  11:45 – Why Privacy Is Power  13:30 – How Personal Data Limits Your Autonomy  15:50 – Who Decides What Your Data Says About You?  17:50 – How Companies Exploit Personal Vulnerabilities  20:10 – The Data You Never Realized Was Personal  21:15 – The Connection Between Surveillance and Prediction  22:30 – Applying Fiduciary Duties to Personal Data  24:15 – Why You Cannot Contest a Prediction  26:20 – Banning the Sale of Personal Data  28:25 – Predictions Are Power Plays, Not Facts  30:30 – AI and the Expansion of Digital Surveillance  33:25 – How to Take Back Your Digital Privacy  37:30 – Why Every Privacy Choice Matters  40:00 – The Future Is Not Predetermined  41:25 – The Most Private Way to Read a Book 

Law firm marketing does not have to mean paid ads, aggressive sales tactics, or posting constantly online.  In episode 628 of the Lawyerist Podcast, Chad Fox talks with Aaron Thomas about marketing for lawyers who do not think of themselves as marketers. Aaron shares how he went from relying almost entirely on referrals to building a more intentional approach that helped grow his firm and bring in better-fit clients.  They explore why referral marketing is still marketing, how newsletters can keep firms visible, and why useful content often works better than a direct sales pitch. Aaron also explains how lawyers can build stronger referral networks, make their expertise easier to find, and outsource repetitive marketing tasks without hiring a full-time employee.  If you want to grow your firm without sounding salesy or turning marketing into a second job, this episode provides simple strategies you can begin using right away.  This episode is sponsored by Posh Virtual Receptionists. As Aaron explains, effective marketing is often less about selling and more about making it easier for the right clients to find, trust, and connect with your firm. Posh helps support that experience by answering calls, improving responsiveness, and helping law firms maintain consistent communication with prospective and current clients.  Learn more at https://posh.com/lawyerist/.  Listen to our previous episodes on Law Firm Marketing & Building Client Relationships.  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI Marketing Secrets, with Karin Conroy Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt 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  00:25 – What Happens When a Business Fully Unplugs  02:05 – Why Rest Belongs in Your Business Plan  12:15 – Meet Aaron Thomas  13:05 – Every Law Firm Is Already Marketing  15:05 – Finding More of the Right Clients  16:20 – Why Advertising Should Not Be Your First Move  17:40 – Marketing to Your Existing Network First  18:50 – Newsletters That Clients Want to Read  21:05 – Networking Without the Sales Pitch  21:55 – Creating Referral Partnerships with Other Lawyers  23:50 – Using Helpful Content to Build Authority  25:10 – Let Your Expertise Do the Selling  26:25 – Why Free Information Still Leads to Paid Work  28:30 – A Practical Starting Point for Overwhelmed Firms  29:50 – Outsourcing the Work That Never Gets Done  31:20 – How Basic Marketing Created Rapid Growth  32:55 – Closing Thoughts