Ep 153 | How AI Is Changing Law Firms Forever with Aaron Shechet

Ep 153 | How AI Is Changing Law Firms Forever with Aaron Shechet

AI for Law Firms: Custom AI Agents, Flat-Fee Disruption & Secure Workflows with Aaron Shechet On the Your Profitable Law Firm podcast, host Kelley Brubaker interviews attorney and AI builder Aaron Shechet, who shares how a rare cancer diagnosis in 2023 pushed him to explore AI to keep his busy litigation practice moving, including work on a California Supreme Court case.  After building internal AI tools and a sourdough app, he began creating narrowly tailored, secure AI workflow solutions for lawyers and other professionals, emphasizing minimal data retention and human review guardrails (avoiding legal research and automatic court filings).  Aaron explains how AI can streamline transactional drafting and litigation documents by leveraging a firm’s own forms and prior work, and how faster production may accelerate a shift from hourly billing to flat fees. He also introduces his beta platform, Veilgrid, a white-label AI operations and distribution platform that charges no upfront fees and takes 20% of revenue billed through it. 00:00 Podcast Welcome 00:46 Aaron’s Origin Story 01:16 Cancer Diagnosis Pivot 02:57 Sourdough AI App 05:08 From Hobby to Lawyer Tools 07:41 Free Custom AI Model 08:41 Privacy and Guardrails 11:27 Building Veilgrid Platform 12:19 Two Ways to Use AI 16:32 Automation Overwhelm Wins 21:29 Law Firm Use Cases 22:06 Drafting with Private Libraries 24:05 Litigation Letters and Motions 26:28 Billing Model Disruption 27:25 Flat Fee AI Upside 28:57 Scope Milestones Pricing 29:44 Big Law Layoffs Debate 30:45 Hourly Rate Trap 31:13 AI Engines Commoditize 33:53 DIY Law Limits 36:34 Human Judgment Value 39:38 Cultural Trust Gap 42:07 Case Data Patterns 46:44 Genie Hallucinations 48:46 Fraud Friday Lessons 51:20 Contact and Wrap Connect with Aaron:  Website: https://veilgrid.ai [https://veilgrid.ai/] LinkedIn: https://www.linkedin.com/in/ashechet/ [https://www.linkedin.com/in/ashechet/] Substack: https://shechetai.substack.com [https://shechetai.substack.com] Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90]   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up]   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P]   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio]   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact]   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive]   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Ep 152 | Why Great Service Doesn't Automatically Generate Referrals with Stacey Brown Randall

How Law Firm Owners Can Build a Referral System (Without Asking) | Stacey Brown Randall Kelley Brubaker interviews referral expert Stacey Brown Randall about how law firm owners can generate consistent, high-quality referrals without asking, paying, or relying on constant networking. Stacey explains why great work alone doesn’t create predictable referrals and outlines a system-based approach that treats referrals as an ecosystem: processes that run when referrals arrive (intake, tracking, thank-you, follow-up), three plans for existing referral sources, potential referral sources, and the client experience, plus language to handle issues like poor-fit referrals. She shares practical guidance on categorizing contacts correctly in a CRM, using small “running” lists to cultivate relationships, and typical touchpoint frequency (about five to seven times per year). Connect with Stacey:  Website: www.StaceyBrownRandall.com [http://www.staceybrownrandall.com]  LinkedIn: https://www.linkedin.com/in/staceybrandall/ [https://www.linkedin.com/in/staceybrandall/]  Roadmap to Referrals Podcast: https://staceybrownrandall.com/category/podcast/ [https://staceybrownrandall.com/category/podcast/]  Free Monthly Training: www.StaceyBrownRandall.com/teaching [http://www.staceybrownrandall.com/teaching] Books: * Generating Business Referrals Without Asking https://www.amazon.com/dp/1683509269/ [https://www.amazon.com/dp/1683509269/]  * The Referrable Client Experience https://www.amazon.com/dp/1774585936 [https://www.amazon.com/dp/1774585936]  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90]   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up]   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P]   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm [https://www.profitscalethrive.com/your-profitable-law-firm]   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio]   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact]   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive]   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits

Ep 151 | Eric Ritter Explains Why Your Law Firm Marketing Isn’t Working

Most law firm owners think the solution to growth is simple… spend more on marketing. But what if that’s not the real problem? In this episode, I sit down with Eric Ritter, founder of Digital Neighbor and self-proclaimed “SEO sommelier,” to unpack what’s really happening behind the scenes in law firm marketing. We talk about why more leads don’t always mean more clients, how firms are wasting thousands on ads that don’t convert, and the overlooked systems that actually determine whether your marketing works. If you’ve ever felt like you’re spending money on marketing but not seeing results… this conversation will change how you think about growth. Connect with Eric Ritter, The SEO Sommelier®: Website: https://digitalneighbor.com/ [https://digitalneighbor.com/]  LinkedIn: https://www.linkedin.com/in/helloericritter/ [https://www.linkedin.com/in/helloericritter/]  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90]   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up]   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P]   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm [https://www.profitscalethrive.com/your-profitable-law-firm]   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio]   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact]   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive]   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmGrowth #LegalMarketing #LawFirmOwners #SEOforLawyers #DigitalMarketing #LawFirmSuccess #LegalBusiness #EntrepreneurLawyer #LawFirmProfitability #YourProfitableLawFirm

Ep 150 | Jason Henneberry Explains Why Growth Makes Your Law Firm Feel Heavier

Most law firm owners believe they are overwhelmed because they are doing too much work… But what if the real problem is that you are carrying too much responsibility? In this episode, I sit down with Jason Henneberry, creator of Dependency Design and author of Why Your Business Won’t Let You Go, to talk about why growth often increases pressure instead of reducing it… and what is actually happening inside your firm when everything still routes back to you. We unpack: * Why hiring more people does not solve overwhelm  * The difference between delegating tasks vs responsibility  * How accidental dependency forms inside your firm  * Why your business keeps pulling you back in  * How to design a firm that can actually run without you  If your firm is growing but you feel more stressed than ever… this episode will explain why. Connect with Jason Henneberry:  Website: https://dependencydesign.com/ [https://dependencydesign.com/]  Book: https://dependencydesign.com/book1 [https://dependencydesign.com/book1]  LinkedIn: https://www.linkedin.com/in/jasonhenneberry/ [https://www.linkedin.com/in/jasonhenneberry/]  Email: jason@jasonhenneberry.com [jason@jasonhenneberry.com]  Call: (604) 908-2187 Instagram: https://www.instagram.com/jasonhenneberry/ [https://www.instagram.com/jasonhenneberry/]  YouTube: https://www.youtube.com/@JasonHenneberry [https://www.youtube.com/@JasonHenneberry]  Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90]   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up]   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P]   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm [https://www.profitscalethrive.com/your-profitable-law-firm]   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio]   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact]   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive]   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmGrowth #LawFirmOwner #BusinessGrowth #Entrepreneurship #LawFirmManagement #ScalingYourBusiness #SmallBusinessOwner #CashFlow #Leadership #LawFirmProfitability

Ep 149 | Joe Popper Shares Why Law Firms Are Easy Targets for Cybercrime (and What to Do About It)

Most law firm owners believe they are “too small” to be targeted by cybercriminals. That belief is exactly what makes them vulnerable. In this episode, I sit down with Joe Popper, the “OG of IT & AI,” to break down what is actually happening behind the scenes… how hackers are targeting law firms… and why even a 5-person firm is at risk. We walk through real scenarios where firms lost tens or even hundreds of thousands of dollars… not because they were careless, but because they didn’t know what to look for. If your firm handles client funds, invoices, or sensitive information… this is a conversation you cannot afford to ignore. Connect with Joe Popper:  Website: https://poppertechteam.com [https://poppertechteam.com] LinkedIn: https://www.linkedin.com/in/joepopper/ [https://www.linkedin.com/in/joepopper/]  Sign up for my free 90 day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90]   Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up]   📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P]   🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm [https://www.profitscalethrive.com/your-profitable-law-firm]   🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio]   🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact]   🗣️ Continue the discussion on social!  LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive]   #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #lawfirmmanagement #cybersecurity #lawfirmgrowth #legalbusiness #lawfirmowners #smalllawfirm #businesstips #riskmanagement #lawfirmprofits #legaltech