The Legal Toolkit

If you’re not marketing your law firm well, you’re sitting on a whole lot of untapped potential for income and growth. Jared talks to Ashley Robinson of Green Cardigan Marketing about the need she saw in the legal world for honest, straightforward marketing tactics that help law firms bring in new clients and greater profits. She explains engagement strategies, effective intake processes, essential marketing technology, and more.  Later on in the Rump Roast, Jared and Ashley play “Don’t Sweat It!”––a delightful round of sweater-related trivia.  And, it might seem like Sheryl Crow got a late start to her music career, but she was deeply involved in the music industry for many years before her breakthrough solo album, “Tuesday Night Music Club” rocketed her to fame at age 31. That first album was pretty fun, but Sheryl’s perfect album came later with “The Globe Sessions.” Jared digs into the exceptional appeal of this deliciously hard-edged pop/rock album. ----- Yes, Jared does have a playlist of his favorite Sheryl Crow songs. [https://open.spotify.com/playlist/79iuv5Nzkzf3iUHZoeXi1F?si=d33f082d712546df] ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Golden Light by Reveille

Too many law firms aren’t great at being productive, and downfalls in efficiency are often traced to attorneys using the wrong software, or none at all. Jared outlines six productivity-boosting software tools all lawyers should have in their toolkit.  Later, what’s going to happen to your law firm if something happens to you? Don’t wait until late in your career to establish your succession plan. Start early and communicate well to make a plan that protects your legacy and those you care about. Jared welcomes Ivy Slater to learn the ins and outs of succession planning.  And, last but not least, what past Olympic event involved two opponents whacking each other with canes? It’s that time of the quadrennial again—so “The Shitty Olympics” returns to the Rump Roast! Jared describes a variety of absurd former competitions, and Ivy must guess the events.  Ivy Slater is CEO of Slater Success, a consulting and coaching company focused on sustainable growth and leadership development for high level service-based businesses.  6 Under-The-Radar Software Tools 1. Project Management * Notion [https://www.notion.so/] * Taskade [https://www.taskade.com/] * Trello [https://trello.com/] * Asana [https://asana.com/] * Basecamp [https://basecamp.com/] 1. AI Notetaker * Zoom AI Companion [https://www.zoom.com/en/blog/zoom-ai-companion/] * Fireflies AI [https://fireflies.ai/] * Fathom [https://fathom.video/]  * Otter [https://otter.ai/] 1. AI Features in Your Existing Software * Duet AI for Google Workspace [https://workspace.google.com/blog/product-announcements/duet-ai] * Copilot for Microsoft Teams [https://support.microsoft.com/en-us/office/get-started-with-copilot-in-microsoft-teams-meetings-0bf9dd3c-96f7-44e2-8bb8-790bedf066b1] 1. Passive Timekeeping Apps * Clockify [https://clockify.me/] * Toggl [https://toggl.com/] * Chrometa [https://www.chrometa.com/] * WiseTime [https://wisetime.com/] * Memtime [https://www.memtime.com/en] (formerly TimeBro) 1. Expense Tracking * Expensify [https://www.expensify.com/] 1. Automated Client Communications: * Hona [https://www.hona.com/] * Case Status [https://www.casestatus.com/?utm_term=legal%20client%20portal&utm_campaign=Case+Status+H2+2024&utm_source=adwords&utm_medium=ppc&hsa_acc=3964607854&hsa_cam=21587093444&hsa_grp=166044972917&hsa_ad=709846443050&hsa_src=g&hsa_tgt=kwd-593318489007&hsa_kw=legal%20client%20portal&hsa_mt=b&hsa_net=adwords&hsa_ver=3&gad_source=1&gbraid=0AAAAAC844aNuVbqe4iCiFy06C1SD7fLGs&gclid=Cj0KCQjwzva1BhD3ARIsADQuPnVKzpuR3i5v8UtLytFJeGgonXIvZr37V35C2MWt_lvGjgr85svngKAaAk-HEALw_wcB]  ----- If these software tools aren't enough to give your productivity a boost, try listening to this playlist. [https://open.spotify.com/playlist/0iIdmS56EGP4k0r56M3Ibw?si=f6b9106d01dc417b] ------ Our opening song is Two Cigarettes by Major Label Interest. Our closing song is In Your Head by Reveille.

Were the Beach Boys once on track to become America’s version of the Beatles? Surprisingly, maybe. Disney recently put out a less-than-stellar Beach Boys documentary, so Jared takes on the task of dishing on the true talent, grit, beauty, and tragedy of the group’s career.  Next, We all have connections that carry the potential to be valuable in our professional lives, but if those connections are difficult to maintain, possibilities may slip away. How can attorneys deepen relationships and strengthen their business opportunities? Just like everything else—with AI, of course! Jared talks with Jody Glidden about new AI-fueled software that helps attorneys with front-office tech geared toward nurturing your network. And last, Jared hands over the Rump Roast to Real Housewives superfans Ally Kvidt and Lindsey Egan! As it turns out, Jody is a regular on Real Housewives of Miami (gasp!). So, now it’s their turn to dish on the talent, grit, beauty, and vapidity of the RHOMers. Plus, you’ll finally find out whether Jody and Lisa really stole that waffle iron. ------ Good, good, good, good vibrations (oom-bop-bop). This episode's playlist is all about the inventors of the California sound: The Beach Boys. [https://open.spotify.com/playlist/16M5mnUcNCO1hn5MgFwYwM?si=cbb73ddf204d4d7b] ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Kokobongo by Alessandro Gugel.

Nowadays, all the cool kids are using customer relationship management (CRM) software, and you should too. It’s not new technology, but if you’ve missed the boat or need a refresher—Jared’s here to fill you in on CRM technology and what it can do for you. He explains different types of CRMs in detail to show you its potential for creating seamless intake experiences and optimizing your workflows. Speaking of CRMs, Jared welcomes Matt Spiegel of Lawmatics to learn about his story as a tech founder and his methods and means for solving problems for attorneys. Matt offers his perspectives on CRM functionality and its latest developments, and also offers hints at how AI will affect this tech in the future. Last, but not least, Bobby Orozco joins Jared for the Rump Roast to flex his rap knowledge, unpack the Drake/Kendrick Lamar feud, and talk about the best diss tracks in rap history.  Matt Spiegel is the co-founder and CEO of Lawmatics, an attorney-client relationship management platform. Bobby Orozco is director of sales at Lawmatics. ----- Drake v. Kendrick is just the start. This week's playlist features some of the best rap diss tracks of all time. [https://open.spotify.com/playlist/3pRjUv7IVIaSyyvmJ7XP4Z?si=58ac0e0dc103423f] ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Grime by Ghost Beatz.

Getting in front of an audience to communicate on camera certainly doesn’t come naturally to all (most?) attorneys, but if you’re feeling embarrassed by your lackluster video presence, there are ways to overcome those on-camera nerves. Jared talks with Kerry Barrett about how she helps professionals sharpen media skills to increase their visibility and present confidence and credibility to their audience. In the Rump Roast, they play “Candid Camera”, where Jared asks Kerry questions on the history of all things video. What was the last truly silent film? What band played the first-ever music video on MTV? Listen in to find out if Kerry’s up to the trivia challenge. And, lastly, hating on Caitlin Clark is utterly ridiculous. Jared expounds upon the many reasons why WNBA players (including Caitlin’s own teammates) need to take advantage of the hype and bask in all that Caitlin Clark is bringing to women’s basketball.  ----- Since Video Killed The Radio Star, here's a playlist featuring songs that had some of the best music videos. [https://open.spotify.com/playlist/0h6sBdFftKur3tSzxSEvEY?si=fbc0dc24eb5d4bd8] ----- Our opening song is Two Cigarettes by Major Label Interest. Our closing song is Just Like Me by Thruline.