Monday, April 16, 2018

Five Steps to Planning a Useful Chatbot for Your Law Practice

Five step guide to plan a chatbot for your law practice

Are you thinking about building a chatbot for your Law Firm Website? Download our handy worksheet on Five Steps to Planning a Useful Chatbot for Your Law Practice, a companion piece to our post about chatbots.

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Friday, April 6, 2018

How Lawyers Work: Jason Beahm, DJ Extraordinaire & Criminal Defense Attorney

In this week’s edition of How Lawyers Work, we hear from Jason Beahm. Jason is a San Francisco-based criminal defense attorney whose practice areas include DUI’s, traffic, personal injury and criminal cases. 

You can find Jason on Twitter and LinkedIn. 

What’s your elevator pitch?

I am a trial lawyer whose practice emphasizes protecting talented nightlife professionals, venue owners, and artists.

What apps or tools are essential to your daily workflow?

Everything I do begins with my iPhone. Over time I use it more and all other devices less. That means that I use a lot of applications, such as Gmail, Dropbox, and Clio. These applications allow me to stay in touch with my clients and colleagues, no matter where I am.

What does your workspace look like?

Click to view slideshow.
Either a desk or an airplane tray. I travel frequently for clients and events, so I am very comfortable working from just about anywhere. Some of my favorite workspaces are at hotels and airports. When it comes to the office, we are a paperless office, which means, we still have lots of paper. That being said, we make a concentrated effort to scan and save everything that can possibly be stored online and get rid of paper.
For some reason, ever since I was a kid, I have had a strange love for office supplies and things like scanners and printers. My favorite gizmos at the office are the Dymo label printer and Fujitsu ScanSnap. I never get tired of seeing the documents speed through the ScanSnap like magic, or the thrill of seeing the name of a new client being printed on a label. Pure thrills.

How do you keep track of your calendars and deadlines?

Google Calendar. It’s simple, it works, everyone knows how to use it and it links with everything. I have it linked with Clio as well, since Clio has a calendar built in, with a sync feature. Of course, my amazing executive assistant is a huge help as well.

What is your coffee service setup?

(Other beverages are fine, of course, but we think you should really be serving coffee!)

Right now we are serving bicycle coffee made with a Chemex pot. It’s simple and makes great coffee. If I am the first one into the office, I make it. Otherwise, a member of my team always has coffee on hand, as well as a variety of teas, sparkling water, and juices.

How do you or your team approach problems?

First, we seek to understand them and then we solve them. Every client is different and every situation is different, so it is crucial to always take a fresh approach. We want to learn from the past but never become so mechanical that we lose the ability to see what makes each case compelling and unique. The goal is to understand the client and the case so well that we arrive at the winning argument, and achieve our client’s objectives.

What is one thing that you listen to, read, or watch that everyone should?

The Daily (New York Times Podcast). The quality of this podcast is just so amazing. The Daily does an amazing job of taking you through the big stories of the day, in a patient way. It avoids the typical for/against format where a bunch of talking heads scream at each other. Instead, they bring in an expert and ask them compelling questions. It’s often the first thing that I listen to as I start my workday.

What is your favorite local place to network or work solo?

I love working solo at the office, from the comfort of my office chair. I also love working at Node, a tech community just down the street that puts on amazing events and has been a great source of business and inspiration.

What are three things you do without fail every day?

Laugh, go for a walk and listen to music. Laughter feels amazing and is basically the opposite of sadness. Walking is good for you and it’s a great time to listen to music. I could live a million lifetimes and there would still not be enough time to explore how much fantastic music is out there. How amazing is that? Rarely does a day go by that I don’t get to carve out a walk and listen to some music. Life is too short not to.

Who else would you like to see answer these questions?

Cameron Bowman.

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Wednesday, April 4, 2018

Podcast #166: Conspiracy and Resilience, with Ryan Holiday

microphone with caption "lawyerist/legal talk network" below

Ryan Holiday joins us this week to talk about the big takeaways for lawyers from the Gawker-Hulk Hogan lawsuit and how lawyers can learn resilience from modern stoicism.

Ryan Holiday

Ryan Holiday is the bestselling author of Trust Me, I’m Lying; The Obstacle Is the Way; Ego Is the Enemy; and other books about marketing, culture, and the human condition. His work has been translated into twenty-eight languages and has appeared everywhere from the Columbia Journalism Review to Fast Company. His company, Brass Check, has advised companies like Google, TASER, and Complex, multiplatinum musicians, and some of the biggest authors in the world. He lives in Austin, Texas.

You can check out Ryan’s new book Conspiracy, here:

You can follow Ryan on Twitter and LinkedIn.

Thanks to Ruby Receptionists, Clio, and Answer1 for sponsoring this episode!

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Wednesday, March 28, 2018

Lawyerist Lab

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Podcast #165: Designing New Criminal Defense Options, with Jennifer Gerstenzang

microphone with caption "lawyerist/legal talk network" below


This week Jennifer Gerstenzang joins us to talk about her innovative legal coaching and family advocacy services.

Jennifer Gerstenzang

Surrounded by stellar criminal defense attorneys as a child, Jennifer has always respected and understood the value of personal freedom and the Constitution’s protections. Her passion for defending the accused led her to the San Diego Public Defender’s Office, where she worked with people struggling to navigate the criminal justice system. In 2015, she decided to follow in footsteps left by her parents and sister and opened her own boutique criminal defense firm, Gerstenzang Law, in Encinitas, CA.

You can follow Jennifer on Twitter and LinkedIn.

Thanks to Thanks to Ruby Receptionists, Clio, and BirdEye for sponsoring this episode!

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Wednesday, March 21, 2018

Podcast #164: Ethically Problematic Marketing Strategies, with Megan Zavieh

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This week, Megan Zavieh joins us to discuss the byzantine advertising rules imposed on lawyers. Plus, we also talk about her new chatbot and podcast, Lawyers Gone Ethical.

And thanks to Dan Lear for his tweet about the Small Firm Scorecard:

Megan Zavieh

Megan Zavieh Headshot

Megan is a lawyer for lawyers—she represents California attorneys facing ethics investigations and prosecutions. She also writes, speaks, and now hosts a podcast on legal ethics issues, as well as advises lawyers who want to incorporate into their practice new methods of delivering legal services.

You can follow Megan on Twitter and LinkedIn.

Thanks to Ruby Receptionists, Clio, and Headnote for sponsoring this episode!

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Tuesday, March 20, 2018

Lessons Learned in 10 Years (Sponsored)

Over the past 10 years, Clio Co-founders Jack Newton and Rian Gauvreau have grown Clio from two to 250 employees, and from a new product to something that’s used by 150,000 legal professionals in 90 different countries. Here are some of the most important lessons they’ve learned along the way.

Lead the conversation

When Jack and Rian initially came up against hesitation over the cloud in the legal industry, they knew they had to lead the conversation.

They wrote white papers, took on speaking engagements, and formed the Legal Cloud Computing Association (LCCA) to set legal cloud computing standards and best practices. They even launched the Clio Cloud Conference, the biggest and best legal tech conference. Today, the cloud is generally accepted in the legal industry: 20 U.S. states have issued ethics opinions that permit cloud computing.

Communicate more as you grow

On the road from a single office to four global locations, communication at Clio has become more complex.

“Communication happens easily when you’re on small teams,” Rian explains. “Everybody knows what everybody else is doing. But with companies at scale, you have to engineer different ways of making sure everybody’s in the know, and that they have the information they need to effectively to do their jobs.”

Take time to define your values

Jack and Rian point to Clio’s values as a way they’ve successfully scaled Clio’s award-winning culture. With them, Clio has remained an environment where every employee is encouraged to innovate, share ideas, and take on new challenges.

“I think that was a key moment in our history,” Jack says. “I don’t think we would have scaled as successfully as we have without actually having our values as a touchstone that people can go to and reference on a day-to-day basis.”

Be irrationally optimistic and don’t go it alone

For Jack, it’s important to be optimistic about building a successful business, even if the odds aren’t in your favor. “There are a lot of downpoints that you reach as a founder, and if you’re not irrationally optimistic you’d just give up,” Jack explains.

Both Jack and Rian believe that having a strong friendship prior to founding Clio has supported the company’s success. “A big aspect of our joint success is having each other to lean on,” Jack says. “The whole idea is when you’re in those lows, you have someone to pick you up and help persevere.”

Invest in what matters most

One day, when Clio had about 60 employees, Rian and Jack walked into a common area at Clio HQ and saw faces they didn’t recognize for the first time. Then and there, they decided to meet every new Clion as part of the interview process going forward.

Jack and Rian being personally involved in the hiring process for every person who joins Clio isn’t necessarily something that’s scalable. However, to build a truly successful team, the pair has found some things are valuable enough to warrant the extra effort.

Learn more at clio.com

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