034: Your Client Intake is Leaking Money

035: AI Use for Solo Lawyers in 2026

AI isn't going away. How do we use it effectively as lawyers? More importantly, how do we make sure we are not using it unethically or incorrectly? I give some thoughts on this in episode 35 here. Thanks for listening!

034: Your Client Intake is Leaking Money

Intake is the most important contact your clients make with your firm. I'll talk about why that's true, I'll give you a 15 minute consultation structure, and talk about some tools that could help.

033: It's the end of Q1! Let's review.

A quarterly review is one of the most important thing any business owner can do. Let's build on the last episode where I talked about facts not feelings, but I'll give you a template to review Q1 of 2026 so you can create some concrete, measurable goals for Q2.

032: Facts Not Feelings

It's too easy for us to use our gut to make business decisions. That case felt productive, I must have made money, and I'll keep doing future cases with the same process and fee. Here's the reality though - our gut lies to us all the time! That's why we need to use facts, not feelings, to make our decisions and set goals. Here, I spend a few minutes giving you a few facts you can start tracking in your practice.

031: Designing An Ideal Caseload Number

Buy Back Your Time book: https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/B09YMNQ5HF/ [https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/B09YMNQ5HF/] -- How many cases should you actually work on? I'm not asking how many you can survive with or how many you can juggle barely keeping your head above water. Instead, how many is ideal for you? In this episode, Tony walks through how to intentionally design your caseload instead of drifting into it and often drifting into way more work than you can handle. You’ll learn how to reverse engineer your revenue goals, calculate sustainable capacity, and determine the number of active matters you can handle without sacrificing quality or your sanity. If you’ve ever felt like your practice “just grew” into something heavier than you intended, this episode will help you recalibrate.