New Solo (Legal Talk Network)

Nothing encourages the jump into starting a solo practice than the advice of those who have already done it. In this episode of New Solo, host Adriana Linares talks to Rose-Ellen Fairgrieve, Tony Chiosso, and Albert Thuesen at the Bar Association of San Francisco’s first annual Solo and Small Firm Conference. Together they discuss their own solo experiences, focusing on how they started and what it took to grow as a firm. They also talk about the tech they use, like Google Voice, GoDaddy, and Ruby Receptionists, and the importance of researching these products that could save you time and money. Rose-Ellen Fairgrieve has been a practicing attorney in the public and private sector for nearly 20 years. She has owned Fairgrieve Law since 2013. Albert Thuesen is the principal of Coit Law Group (CLG), founded in 2014 in San Francisco. CLG is a full service civil practice, focusing on handling litigation claims on behalf of individuals, families, and local business clientele. Tony Chiosso recently started his own firm, Chiosso Law. He has represented clients in a variety of transactional, consulting and litigation matters throughout his career. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

The market is changing for law firms. A majority of clients cannot afford full representation as it traditionally functions. Recently, attorneys have been adjusting or “unbundling” their services to make them more affordable, a process also known as limited scope representation. In this episode of New Solo, host Adriana Linares discusses unbundled legal services with Dave Aarons, CEO of Unbundled Attorney, a company that works with attorneys who offer these types of services. In their discussion, Adriana and Dave cover what unbundled legal services are, whether they are accepted by courts everywhere, and the ideal logistics behind law firms that offer these services. They also raise the subject of lowering initial retainer prices and adopting a pay-as-you-go system. The thought is, communicating affordable options to potential clients could be what keeps your clients from walking away from full representation. Dave Aarons is the co-founder and CEO of Unbundled Attorney, a lead generation company that works exclusively with attorneys that offer unbundled legal services, also known as limited scope or discrete task representation. Special thanks to our sponsors, Solo Practice University, Clio, Answer1, and PerfectIt.

If you’ve ever wondered about using freelance lawyers and the process involved, this may be the episode for you. Host Adriana Linares talks to Greg Garman about New Solo’s new sponsor Lawclerk and what it offers to solo and small firm lawyers. They discuss how posting and responding to projects works within Lawclerk and address common ethical and practical questions lawyers have about using the site.

Marketing expert Seth Godin and Jack Newton discuss niche practices and how lawyers can be the ‘one and only’ in a crowded field.

Many attorneys are reluctant to try alternative billing methods because they fear that moving away from the billable hour will be complicated and less profitable. Furthermore, lawyers who are interested in billing alternatives often don’t know where to find resources to help them implement such changes in their own law firms. In this episode of New Solo, host Adriana Linares talks with Vandenack Weaver LLC founder Mary Vandenack about her six simple steps for any lawyer looking to successfully implement alternative billing methods in their law practice. Special thanks to our sponsors, Solo Practice University and Clio.

Although television commercials seem too expensive for a solo practice’s marketing budget, they are not! In fact, advertising on T.V. can be a great alternative or addition to an online marketing campaign, as long as it’s done correctly. So what should solos expect with these ads and how can we optimize the return on investment? In this episode of New Solo, Adriana Linares and Jason Marsh interview Conti Moore, a small firm lawyer with a successful television commercial, about the process and price of creating her ad, airing it, and tracking its success. Included in this episode: TV network “spots” and your target audience Measuring success and tweaking television shows Slow start and a long term commitment Production company costs and benefits Creating fresh content and cycling locations Customizing your airtime package Choosing a niche area of law for the highest ROI Conti’s words of advice from the experience Conti Moore practices primarily family law and criminal defense at Conti Moore Law, PLLC, in Orlando, Florida. She has been recognized by the National Bar Association and Impact as one of the Nation’s Best Advocates: 40 Lawyers Under 40. Additionally, the National Bar Association and Impact presented Ms. Moore with the coveted Excellence in Service Award in recognition of her unyielding commitment to community service. Special thanks to our sponsor, Solo Practice University.

There are so many unknowns when starting a new law practice – what should and shouldn’t new solos do when first striking out on their own? In this episode, host Adriana Linares talks to solo/small lawyers Paige Greenlee and Brittany Maxey-Fisher about their career experiences. They discuss what led them to decide to go out on their own and what strategies they have used to grow their practices. They offer tips for solos on technology, practice management, networking, organic marketing, hiring, and more.

Get the most out of today’s tech products that are specifically created to save you time on the mundane stuff so you can focus on getting results for your clients. Guest Ernie “The Attorney” Svenson’s biz tech consulting firm helps small and solo firms apply tech solutions without being overwhelmed and learn the “80/20 Rule,” getting more output with less input.   When it comes to efficiencies, automation plays a big role. In a solo or small firm, resources come at a premium. Learn to reduce wasted input through standardized, repeatable operating procedures and automation. (There are even tech products that help you create written standard processes learning from and organizing the work you’re already doing).  Imagine speaking into an app as you “brain dump” and having those thoughts come out organized and notated for later use. Imagine dictating legal work into an app and having AI organize your dictation, even correct it. You don’t need to type everything in today’s tech world. Maximize downtime.    It’s all about training yourself to think “automation first.” Even when a virtual assistant (VA) located in another country can fill gaps in your practice, learn your preferences, match your brand, and help you be your most efficient you without hiring a full-tie employee. Today’s most successful law firms are high-tech hubs. Don’t let fear of the unknown hold you back.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: There’s no reason for a solo practitioner or small firm not to engage in today’s tech. Leverage technology to get a lot of results without a lot of effort. Learn how the “80/20 Rule” helps you get more done with less effort.  If you’re a lawyer, time spent marketing is time spent not lawyering. Automation can perform repeatable marketing tasks (even social media, newsletters, and referral marketing) to help you bring in new business while you focus on results for your clients.  Virtual assistants, or VAs, are remote workers, often in another country, who can perform the routine tasks that are eating up your time while you focus on practicing law. Mentioned in This Episode: ABA Techshow Loom Zoom Clips Otter.ai Fireflies.ai Letterly Cleft  Windows dictation Text Expander  “8 Great TextExpander Alternatives”  FancyHands  Lawclerk legal assistants Perplexity.ai

What’s this about Google My Business? Well, for starters it connects your business to the Bible: The real Google Maps page. If you’re in business, you need to understand this. It’s not hard, but it takes a bit of work, and it’s a must. Create a system, understand the process, and don’t be shy about asking for Google reviews, they matter. (BTW, you can’t cheat or lie about a physical location. Google sends a postcard to verify. Who knew? So, you need to figure it out. Here’s how, even if you work out of a co-working facility. Do you need a sign? Yes, you do. Google has a lot of weird rules.) And for Heaven’s sake, if you tell Google you’ll accept messaging through Google, you need to answer your messages or risk bad reviews and cranky customers. Do or do not. There is no try. NAP? It’s got to be consistent across the web. If you don’t know it, you need to listen to this episode. This is everything you need to know about Google mapping and why it’s so important. Plus, ranking factors, keywords, call answer rate, and profile info. Google 101. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Google Maps: Why they are so important to your business. Everything you need to know about Google’s weird ways and specific language. Give up on trying to trick Google. Play fair, play hard, play to win.

With an updated format and new segment, Adriana Linares takes listeners behind the scenes of a firm’s migration to the cloud.

Conrad Saam gives an overview of the fundamentals of good legal marketing.

Guest Tom L. Drew is a longtime attorney in Des Moines, Iowa. He reached out to New Solo and host Adriana Linares for help modernizing his practice and getting the most out of today’s tech. Drew is comfortable with computers, but he’s always looking for newer, better, more efficient methods. As a long-time paperless operation, Drew’s office was in a good place when it went remote during the COVID-19 pandemic. As his office went to a work-from-home environment, Drew was quick to incorporate training sessions and provide the necessary tools to help his team set up comfortable, efficient home offices. He found that money spent on tech is money well spent, and speed and efficiency matters more than cost. Hear how Drew upgraded software and replaced an on-site server with the cloud for a faster, on-the-go setup. Still unsure about cloud technology, OneDrive, Office 365, remote access, and document sharing? Learn how and where these pieces fit in a modern office. Plus, we have a special upcoming mailbag edition on Office 365 and all things Microsoft. Got a question? Contact us at newsolo@legaltalknetwork.com. Topics:  Guest Tom Drew, longtime solo practitioner, talks about his recent tech makeover and moving from a server to the cloud. It’s not about cost, it’s about productivity and efficiency. In today’s work-from-home environment, being able to collaborate, schedule, and share information is more important than ever. Tech isn’t only for new solos, it’s for established firms too.  New Insights  In our series New Insights, veteran attorney Jennifer Smith Thomas answers questions from new attorney Jennifer Townsend about the challenges of working with her father in a small, family-owned firm.   Question 2: “I work on cases with my Dad. In the South, it is uncommon to address your parents by their first name. How should I introduce myself and explain our relationship to new clients while being respectful of my Dad and not undermining myself as a new attorney?" Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.

In December 2015, Barbara Leach shared how she managed to split office resources without causing office drama. Adriana Linares talks to Barbara about how to effectively separate after sharing an office with another firm. She also shares tips on hiring and what she does to create a supportive and creative work environment for her coworkers.

Email marketing can be a very valuable tool for solo lawyers. But how can you make your newsletter stand out from spam and competition? In this episode of New Solo recorded at the 2017 Clio Cloud Conference, host Adriana Linares and guest host Liz McCausland talk to Andrew LeGrand about the ins and outs of using newsletters as a marketing strategy. They discuss things like open rates, tracking referrals, and how to make newsletter content relevant and interesting. They also briefly cover blogging and how to use your blog to effectively reuse content you already have. Andrew Legrand is the founding partner at Spera Law Group, LLC, a cloud and paperless law firm in New Orleans, Louisiana. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Guest Peggy Gruenke is an expert in the accounting management tools tailored to small law firms. Gruenke is the founder and co-owner of CPN Legal, helping small and solo firm lawyers manage and grow their business through legal software solutions and outsourced financial management and bookkeeping services. Let’s talk about your firm’s finances and profitability: how are you keeping track of your business? Hear what’s new in automated accounting packages – but don’t give up on Quickbooks, and don’t cut ties with your bookkeeper. Online accounting services are great. But they are not meant to replace a professional, especially as your firm grows. You’re not a bookkeeper, you’re a lawyer. But these tools do help with the basics of money management. The challenge is mixing and matching.  Operational efficiencies and financial planning are part of running a successful firm. Don’t shortchange the importance of bookkeeping and managing your income, marketing ROI, expenses, and taxes. It’s vital you keep your finger on the pulse of your business, and there are tools and people who can help you. As Gruenke says, “Treat your business with respect.”  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: If you’re a small or solo firm, you’re a business. Every business must track their finances, their expenses, and their taxes. Hear about the latest tools that help you track every part of your firm’s financial life. Repeat after us: Lawyers are not bookkeepers. This is why you need not only software but someone who tracks your business performance, watches your bottom line, and keeps you ready for tax time. Security, checks and balances, and financial snapshots are all vital. It’s a lot to keep up with, but investing the time and money to assemble the tools you need will help you grow (and profit). Mentioned in This Episode: Clio Cloud Conference 2025 Mycase Clio Accounting Clio Draft Lawcus Quickbooks Previously on New Solo, “New From Clio: Legal Practice Management Including Legal Accounting” Previously on New Solo, “Money Management 101 for Solo and Small Firm Professionals” Previously on New Solo, “Oh, The Messes We See” Clio Legal Trends Report Chase Business credit cards Capital One Business credit cards ABA Techshow

Law schools are gradually catching on, but not a lot of lawyers emerge from law school ready to start their own business, which is what starting a practice is. In this episode of New Solo, host Adriana Linares talks to Matthew Moeller, owner of the Moeller Firm, about how he started his practice, what technology he’s using, and how his business experience has helped him. He also talks about the upsides and downsides of a shared office space and why he ended up moving to his own suite. Matthew Moeller is the owner of the Moeller Firm LLC where he represents shipyards, vessel owners and operators, contractors, and other maritime businesses.

Early blockchain co-inventor Scortt Stornetta and IBM’s Shawnna Hoffman discuss the past, present, and future of blockchain. Learn how this technology is already impacting your life.

Get inspired and stay inspired as a solo legal practitioner. Guest Paige Greenlee started her firm, Greenlee Law PLLC, in 2014 and is still going strong on her own. Hear how she does it. Keeping the lights on, and keeping track of cases, business, even contract help is a full load, but you can do it.  Having worked for large firms, Greenlee realized she wanted to control her own business, use the technology that worked for her, and manage her own calendar and cases. But as so many have noted, you learn the law in law school – not business management.  Hear how Greenlee leaned on family experiences, mentors, and her own trial and error to keep the lights on, keep the cases coming in the door, and stay organized and efficient.  Here’s a hint, a lot of running a solo practice comes down to making a business decision and then outsourcing the implementation. Greenlee learned to delegate tasks, including accounting and technology management. And as she started to build her practice, she learned to find and hire the right assistants to manage day-to-day duties. She relies heavily on tech tools – the right tools, not cheap imitations – to eliminate the forest of paper documents that comes her way daily.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Hear how a successful solo law firm founder learned to practice law, enjoy her life, and take care of the day-to-day chores it takes to run a business It’s easy to fall into the habit of trying to do everything yourself. Learn when to “outsource,” turning over business issues such as bookkeeping and administration to contract employees and firms. When it comes to your tech, don’t skimp. If you need it, get it. “Good enough” is rarely good enough.  Mentioned in This Episode: Clio Legal Tech Microsoft 365 for Business NetDocuments ScanSnap Gliss Marketing and Consulting TrialPad Florida Bar Association ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report  

Jill Epstein and Keith Fisher share insights on how they transitioned the San Diego County Bar Association to work remotely.

Let’s talk AI. Guests Nina Steinbrecker Jack and Ed Walters worked from the start to build Fastcase, now merged with international legal research firm vLex, striving to make legal research faster, better, and cheaper. Digging through law books is so 2010. Under the merger, incorporating generative Artificial Intelligence (AI), lawyers today have fingertip access to not only U.S. case law but also international law.  We’re witnessing a revolution in the use of generative AI, often producing results so good that it’s hard to determine what was written by a human and what was generated by the program. This is becoming the bedrock of legal research, saving attorneys time and money, allowing them work on strategy and building cases instead of hunting for case law. But regular, layman’s, AI is still experiencing some hiccups, “hallucinating” incorrect information as it struggles to learn. Breaking news only on New Solo: Coming soon to vLex and Fastcase, an AI Lab is developing a new class of AI built just for law, globally, called (for now) “Research Assistant.” This new level of AI will be so up to date it will include cases decided in as little as 12 hours prior to each request, fully vetted and referenced.  Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com    Topics: Artificial Intelligence (AI) is a great tool, but it’s also prone to errors. One popular tool, ChatGPT, is fun, but it’s not for legal research. Can lawyers trust an AI program to create bullet-proof results? Breaking news on New Solo: Coming soon, vLex and Fastcase legal research together have built an AI Lab developing a new class of AI honed just for law, globally, tentatively called “Research Assistant.” AI results you can trust. AI is not going away. If you’re not keeping up, you’re falling behind. Get involved and stay current. The world of computer assisted legal research is blowing up.

The episode you’ve been waiting for. An all-Mac special with real Mac experts. More and more lawyers are using Apple Mac tech, including iPones, iPads, and laptops. In the past, there were challenges shifting between Mac and Microsoft, but today’s practice management programs can work on both systems. You like Macs? Then go for it, there is less and less to hold you back. Why Mac over PC? Cost, battery life, integrations between iPhones, the Apple watch, and iPads, as well as security are considerations. Only 15% to 20% of lawyers use Macs, so you do need to think things through and ensure you can share information with your Microsoft colleagues and opposing counsel. There are advantages and disadvantages. Make sure you understand every aspect. There are some basics to getting started. Maybe most important is to not “cheap out” when you’re getting your computer system set up. Our guests explain what you need, including processor speed and memory. It all matters. Law is your business, your computer is your tool. If you’re investing anywhere, it’s here. RAM? ROM? Gigs? Ports? What do you need? Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Lawyers use Macs. Yes, it happens, and it can go well.  Know what kind of needs you have and learn how to use your Mac to your advantage. Speed, cross-platform exchanges, and even weight matter. Programs abound for Mac lawyers. It’s not like the olden days when Microsoft programs only worked on Microsoft platforms. Adobe, Word, Excel all can work smoothly on a Mac. Mentioned in this Episode: Macs In Law Offices Jeff Richardson’s prior appearances on Legal Talk Network Brett Burney’s prior appearances on Legal Talk Network Mac Codeweavers Parallels USB hubs on Amazon Adobe subscriptions Textexpander Textexpanders for Lawyers Setapp for Mac Ulysses app for Mac Quick Look for Apple

Solo lawyers face a demanding but rewarding profession. Host Adriana Linares talks to a panel of solo attorneys about their diverse career experiences. They discuss the many challenges of being a solo lawyer and offer practical guidance to solos on a variety of topics including: mentorship, choosing (or not choosing) office space, building independence, developing fee agreements, technology, self-care, and much more.

Legal marketing expert Conrad Saam demystifies online marketing with no-nonsense tips about SEO, choosing a URL, and hiring a marketer.

If you’ve ever experienced frustration with Microsoft Word or other word processors, you’re in luck. In this episode of New Solo, host Adriana Linares and guest Allan Mackenzie go in depth about how to use Microsoft Word effectively, including tips and tricks you can put into practice before the podcast ends. They cover keyboard shortcuts, setting defaults, and how to set up the quick access toolbar to meet your specific needs. Allan Mackenzie is a 25-year veteran of the legal technology world. His experience ranges from that of a former night-shift word processor to a Wall Street IT director with a specialty in litigation technology. Microsoft Word Tips for Legal Professionals from LawTech Partners on Vimeo. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Starting your own solo practice in a competitive area is hard enough; raising five kids while running your business is even harder. Host Adriana Linares talks to Bill Galione about how he combined research, personal interest, and passion to establish a niche within personal injury law. He also shares how he balances caring for five kids on top of his solo practice, which could potentially qualify as another kid.

In a special episode of New Solo, legal tech whiz Adriana Linares tackles a topic that baffles many legal practitioners: the dreaded Microsoft suite of services. What do you really need and what are you missing? Many lawyers jumped into Microsoft’s 365 universe during the pandemic. Sharing files and working collaboratively from home is appealing, but there’s a lot to learn about the array of products. OneDrive? SharePoint? Secure document sharing? Learn the difference between personal and private accounts and how to juggle them. Stop paying too much and wasting time in this confusing – but often vital – suite of services (hint: none of us want the $5 monthly service). And yes, it’s OK to ask for professional help; a little instruction doesn’t have to be expensive and pays off in the long run. And we begin another New Insights series as veteran attorney Liz McCausland offers new solo Stephanie Larenas three suggestions for growing a new practice. Have insights, tips, inspiration to share? Want to be a guest on the New Solo podcast? Contact us at newsolo@legaltalknetwork.com. Topics: The evolution of Microsoft’s 365 suite of products. The difference between private and professional accounts and how to leverage them for efficient office management. Pricing options, security, and your practice’s needs. What’s enough? What’s too much? New Insights, brought to you by Nota by M&T Bank New series: Former therapist turned personal injury attorney Stephanie Larenas talks with veteran attorney and mediation professional Liz McCausland.  Liz offers insights for new solos building their business. Overhead? Branding? Networking?   Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio. 

Ernie Svenson discusses how his work with attorneys helps them use their time better and get more meaningful clients.

Most of us aren’t born with a powerful courtroom presence and a reputation for extracting crucial information in tense depositions. But we can learn.  Guest Tara-Jane Flynn has been called a “Princess Warrior” and “The Deposition Queen” for her tough, compelling courtroom manner. But the veteran California personal injury litigator says she started out as a shy girl too overwhelmed to give a classroom speech in school. She taught herself to be strong and to be the strength her clients need. She got involved in theater and public speaking. She guest hosted podcasts. And she developed a strong social media presence. You can, too.  In this episode, you’ll hear valuable tips for winning depositions, learning how to leverage social media, and being the lawyer your client needs to believe in from a Los Angeles attorney at home battling for 8-figure verdicts. Get ready to be inspired.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Overcoming shyness to become a force of nature in the courtroom doesn’t always come naturally. Learn what you can do intentionally to build your presence and your confidence. Social media? It’s not as hard as you think. Find an attorney with a social media presence you admire and do what they do. How’s that for easy? Really. Extracting valuable evidence in a deposition can feel intimidating, but there are things you can do. Hear how to let the deponent talk, ask follow-up questions as simple as why or why not, and prepare, prepare, prepare. Mentioned in This Episode: Toastmasters Previous episode, “T.V. Advertising: What to Expect” with guess Conti Moore The Wayback Machine ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report

Personal injury attorney Joshua “Josh” Bonnici left his first job out of law school to launch his own firm. Starting from scratch, just nine months later he hired his first employee and has been growing ever since. Bonnici built on his own love of cycling to focus on bicycle accidents and injuries, helping bicyclists in the bustling city of San Diego. Now he’s known as “The Bike Guy” and stands out in the crowded personal injury field by specializing in an area he’s passionate about. He’s an example of specializing in something you love, and he’s sharing his story with new lawyers just starting out. Bonnici walks us through, step by step, how he took advantage of an available incubator system, learned on the job from a mentor, and built his practice and his reputation. Hear how he got started, networked, built a brand, made himself memorable, and hired an assistant to make himself more productive. Real lessons from real life.  Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: “Follow your passion” is common advice. But in the case of guest Josua Bonnici, his passion for bicycling helped him stand out in the crowded personal injury field.  Hiring your first employee. Why it’s scary and why it’s necessary. How to develop a website and social media presence with a library of videos and testimonials.    Resources: California Lawyers Association Thomas Jefferson School of Law San Diego Bar Association   Joshua Bonnici previous appearance on Legal Talk Network’s “On The Road” podcast

Solo Rachel Allums earned her law practice chops running a firm before joining the bar, and her estate planning practice is all the better. Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.

When starting your solo practice, figuring out how to price your services can be very difficult. Many new lawyers undercut the market or undervalue what they have to offer. Additionally, in this emerging market of flat fees, they have to consider their strategy for setting legal rates. When charging for hourly legal services, what should be the lowest starting rate? How should a solo lawyer structure a system for flat fee pricing? What are the signs of undercharging and how should attorneys convey the value of their services to the client? On this episode of New Solo, Adriana Linares interviews attorney Ted Waggoner about how lawyers should set their fees, hourly versus flat fee pricing, and educating clients about the true value of their legal services. When starting a new practice, Waggoner explains, lawyers should set their fees based on expenses, investment, the client's budget, and, of course, profit. Each attorney will adjust these fees based on mistakes and experience. However, Waggoner also encourages lawyers to think like business people; have a discussion with the client about how valuable the legal services are and set fees accordingly. Lawyers need to establish a relationship with their clients in order to manage their expectations, educate them about value and benefits, and scope out the case. Waggoner also emphasizes the importance of research through blogs or consultants such as David Maister, Alan Weiss, and Ron Baker. In the end, he says, the fees are set to what the client wants to pay and is willing to pay, and whether the lawyer accepts that amount. Ted A. Waggoner is the managing partner at Peterson Waggoner and Perkins, LLP in Rochester, Indiana. Waggoner has been an active presenter for lawyers Continuing Legal Education seminars, having lectured at the Solo and Small Firm Conference on topics such as Fundamentals of Successful Solo and Small Firm Practice; Tough Moments with Clients; and Selling Your Client's Business. Waggoner has also contributed to articles in the ABA Journal and other ABA publications. Special thanks to our sponsor, Solo Practice University.

Take a deep dive into eDiscovery for small and midsized firms with an old friend and frequent New Solo contributor, guest Brett Burney, a lawyer and longtime consultant who’s passionate about legal tech. Facing a mountain of electronic documents from PDFs to spreadsheets to emails to texts in discovery? You don’t need to be an expert, but you do need to understand the basics, the traps, and the available tools. Start by accepting that electronic files aren’t paper files. They are inherently different and aren’t meant to be printed out. Embrace the format and treat electronic documents as what they are. If you print electronic documentation out, or you accept a printed version, you’re not getting the full picture, and you’re letting potentially valuable information slip through your fingers. It's a digital world, and litigation is more likely than ever to include emails, smartphones, voice mails, social media posts and comments, and texts. If you’ve been wondering if you’re doing the best job possible with eDiscovery, this is the episode for you. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  Topics: Electronic discovery (eDiscovery) involves electronic files that are inherently different than paper discovery. What you need to know and mistakes you may be making. Metadata included in electronic documents can offer valuable clues that help you prepare your case, but it’s easy to contaminate that data. Understand the available tools that organize, preserve, and prepare digital evidence, including extracting text messages, voice memos, and emails from smartphones and tablets.  Mentioned in This Episode: Previously on New Solo, with guest Brett Burney LegalWeek New York iMazing “Forensic Image,” Science Direct Synctech Synctech SMS Backup and Restore X1 Search Page Vault Pagefreezer WebPreserver vs. Pagefreezer Relativity Relativity One Everlaw NextPoint Logicull Disco Lexbe GoldFynch Acrobat Digital WarRoom NextPoint blog, “eDiscovery with Outlook: 3 Reasons Why Outlook is NOT a Document Review Tool,”

Amanda Moore, CPA, shares tips on how to manage your practice’s finances and your bookkeeper as well as keeping yourself off the IRS’ radar.

Guest Ana "Ani" P. Rodriguez-Newbern is a “do-gooder,” a Florida lawyer dedicated to service both to the state of Florida and to the public good. She serves on multiple legal committees while her small family firm, Tangel-Rodriguez & Associates, represents the Florida Department of Revenue in child support matters. She shares how working with both her mother and brother blends every aspect of professional and family life. (Not to mention, her father is a retired judge). Rodriguez-Newbern’s firm has only one client, the State of Florida, through a contract for the past 30 years. The firm specializes in child support cases in Orange County, Florida, working for the state on behalf of residents receiving public assistance. The state contract makes up the firm’s entire book of business. Interested in a government contract? Both city and state websites are a good place to look, as well as networking to learn when contracts may be coming up. Got questions or ideas about solo and small practices? Hit us up at NewSolo@legaltalknetwork.com Topics: Learn about how a small, family, firm has prospered for 30 years with just one client: the State of Florida. Working in a firm with family members can be a challenge, but it can be rewarding as well. Family and professional life blend into one. Small, niche firms can always find ways to integrate technology, even if that’s at a careful, slow pace.

To soar as a solo attorney, you need financial stability, a clear flight plan to attract the right clients, and a reliable system that delivers the best ROI, while setting you apart from the competition. In this first episode of the First Flight series, Adriana Linares and Rio Laine dive into the essential habits that can make or break a solo practice. Inspired by Marco Brown’s "Eight Commandments" for solo attorneys, they discuss the importance of structuring your practice from day one, managing trust accounts responsibly, and developing good financial habits before unsustainable ones take hold. They also explore why specialization can help streamline your firm and even lower malpractice insurance premiums. Plus, they tackle imposter syndrome, the importance of mentorship, and how technology can lift the burden of running a law firm.  Hear the original episode with Marco Brown. Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode.

For solos sharing office space with other attorneys, there are advantages, but also potential headaches. How do you navigate this arrangement? Guest Jared Correia is a podcaster, lawyer, and full-time business management consultant, sort of the lawyer you know who knows how to run a business. For clients, he digs into law firm management from the very high-level strategy to the nuts and bolts of tech and daily operations. Shared offices create issues with malpractice insurance, shared practice management software, and clearly communicating your solo status while working in what to a client may appear to be a firm. Plus, the important distinctions between website chat capability, automated chatbots, and the emergence of true artificial intelligence such as ChatGPT. Learn where each product can fill gaps in your practice and turn leads into clients. Tech that may make your solo practice work like a larger firm. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Practice management problems attorneys in a shared office space encounter. Incorporating online chat and chatbots on your website, capture more leads. And where does the latest – ChatGPT artificial intelligence – fit? Resources from This Episode: Nebraska Bar Florida Bar San Diego Bar Book, “The Of Counsel Agreement” by Harold Wren ABA, Of Counsel defined ABA Techshow ABA Legal Technology Resource Center Formilla Apex remote assistants Smith remote assistants Ruby Abby Connect Back Office Betties ChatGPT OpenAI Google A.I., “Bard”

Guest: Kimberley Felton is an immigration attorney, consultant, and supermom and the founder of virtual immigration law firm Onward Immigration and consulting firm Innovation Litigation. Shortly after law school, Kimberley Felton found herself struggling with all the things they don’t teach: How to manage time, clients, and family. She knew there had to be a better way. Unfulfilled in disorganized settings and fighting to find meaning in her new profession, she taught herself to incorporate available technologies that let her serve the clients she is passionate about while spending quality time with her husband and two children. Felton discovered she wasn’t alone and now helps other attorneys break free from “the way we’ve always done it” by embracing tech and project management platforms to build a better work/life balance and a more efficient, rewarding practice. Topics: What you need to know … that they don’t teach in law school Leveraging technology to manage clients and cases Treating each case like a project and incorporating project management techniques Resources: Above The Law, “A Better Way: How Motherhood Changed My Perspective of the Legal Field & What I’m Doing to Change It,” Kimberley Felton, May 13, 2021   Afterpattern CampLegal   Lawclerk New Insights (brought to you by Nota): Veteran practitioner Starlett Massey answers litigation associate Melanie Kalmanson’s question. Question 4 of 4: “Do you think remote proceedings will continue post-pandemic?”   Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio. Have insights, tips, inspiration to share? Want to be a guest on the New Solo podcast? Contact us at newsolo@legaltalknetwork.com.

David Holmes shares insights from his personal experiences as a law firm leader.

Microsoft Word has a feature specifically for creating a table of authorities but many are still intimidated when it comes to using the software. In this episode of New Solo, Legal Office Guru Deborah Savadra joins host Adriana Linares to explain the details of creating tables of authority in Word. They review everything from dialog boxes and categories to styles and pagination. They also discuss the complaints they hear the most and the easiest ways for lawyers to save time and prevent mistakes while using Word’s tables of authority software. Deborah Savadra, over the course of her career, has worked in law offices as a legal secretary, paralegal, and technology “fixer upper.” Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

These days there are so many options for legal practices that lawyers starting a solo practice often get carried away and spend too much. It is difficult to distinguish the essential hardware and software needs from supplementary products. With everything solo lawyers have to think about, technology questions can seem overwhelming, expensive, and important. Is a Mac or a PC better for a practice? Is it necessary to have a printer, scanner, copier, and fax machine? What about all of the software products available for practice management, document management, email, or a PDF editing processor? Most lawyers with their own practice could use a break down of necessary technology products and how much to spend on each. On this episode of New Solo, Adriana Linares interviews the Lawyerist CEO and Editor in Chief, Sam Glover, about practice management essentials, what hardware and software to buy when starting a solo practice, and how much to spend. Glover discusses laptops and desktops, Macintosh computers versus PCs, what to invest in a printer, scanner, and internet, and why it is pointless to buy a fax machine or copier in 2014. He recommends services that provide a secure VPN, a secure client portal, and that cloud-based softwares are often less expensive, easier to use, and updated more often. Some other top essential products he suggests include a Gmail business account, Microsoft 365, OneDrive, Acrobat Pro, Google Voice, and several potential alternatives. To maintain a professional practice, he also highly recommends a virtual receptionist like Ruby Receptionists. In the end, he stresses the importance of spending the right amount of money on the products your new solo practice needs. Sam Glover is the CEO and Editor-in-Chief of Lawyerist.com, an online magazine and reference manual for solo and small firm lawyers. He has written and spoken extensively about legal technology, marketing, management, and ethics, among other topics. In addition, he was a practicing lawyer from 2005 to 2011 for his own firm, The Glover Law Firm, LLC, before he sold it to focus on representing tech startup companies. The Lawyerist is well known for honestly discussing topics and being fair to the subject. Special thanks to our sponsor, Solo Practice University.

Guest Debbie Foster is the CEO at Affinity Consulting, delivering custom business strategies for legal teams. With her years of experience helping law firms modernize, she explains how to overcome internal roadblocks to modernizing. How do you recognize, and overcome, bottlenecks? It comes down to how people, often unintentionally, keep firms from using the best available new tech. It can be anyone from top leadership to support staff. But by understanding the reluctance, you can win them over.   The world of legal tech offers myriad solutions. True they cost money, but that should never hold a firm back if there’s ROI on the other side. Modernizing a firm’s tech can advance a firm, create efficiencies, and push the firm ahead. But fear of the unknown, and not understanding an investment’s potential, even if that’s coming from a single person, can hold everyone else back.  Hear how “absolute clarity” and a laser focus on what your firm needs can clear those roadblocks by helping you explain exactly what solutions you need and how new tech will meet them. Fear and uncertainty are the enemy. Start with defining a problem, then educate everyone on how a solution will solve it and how you will support the adoption process. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Today’s legal tech is getting better, and faster, and more efficient. But sometimes a “this is how we’ve always done it” from a single person – anyone from a managing partner to a bookkeeper – can block upgrades. Don’t let one person hold back an entire firm. Hear how it all starts with identifying a problem and helping your “human roadblocks” overcome their concerns and get onboard.   Fear of the unknown is real. Fear of looking “dumb” in the face of a tech upgrade is real. Fear of overspending is real. Empathize. Educate. Elevate. Help those resisters feel empowered and excited.  Mentioned in This Episode: Ben Schorr, LinkedIn Microsoft Designer Microsoft Bookings “Legal 3.Oh!” podcast archives Affinity Consulting “Pardon the Interruption: 2023 Edition,” Kennedy-Mighell Report “Prioritizing Progress: Building a Roadmap for 2024, with Debbie Foster,” Lawyerist Podcast

The world is changing, technology is changing, and the threats to your private files and security are changing. The evolution of AI is making it hard to keep up.  But don’t lose hope. It’s been a while since we’ve had IT expert Adam Alexander with us, but he’s back with more tips for solo practitioners and small practices. Alexander and his firm, InterNetwork IT, help attorneys identify, deploy, and manage security solutions and keep firms running efficiently.  AI is shaking up everything. We’ll talk about Microsoft AI “Copilots” and how Microsoft is integrating AI into your entire PC experience. You’ll be surprised at how this combination works for both Windows and Macs. Learn how to check security settings. Breaches are real and can be costly. Hear why it’s so important (and easy) to back up your files offsite We’ve seen some tremendous tools in both productivity and security. If you aren’t keeping up, you might be missing out on some time saving hacks (even a way to convert handwriting to text built into your Snipping tool). Get the scoop on this episode of New Solo. .  Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: AI is changing a lot, including the simplest tasks. In our latest tech talk, dive into AI products that plug right into your web browsers. Why file security is so important (and protecting your files is easier than you think … if you pay attention). Some daily activities require specific security efforts, including Payment Card Industry (PCI) security and even, if you work with medical information, HIPAA security. But you can do it.    Mentioned in this Episode: Previous appearance on New Solo, “The Microsoft 365 Special: Your Questions, Expert Answers” Microsoft 365 Microsoft OneDrive Microsoft Copilot, “Announcing Microsoft Copilot, Your Everyday AI Companion”  Copilot for Microsoft 365 Copilot for Microsoft Edge Microsoft Copilot for Windows Windows Security Center Microsoft Defender XDR LawPay Clio Microsoft HIPAA products Previous episode, “A Short Primer on Microsoft Accounts, OneDrive, and SharePoint” Previous episode, “The All-Mac Edition: The Episode For Mac-Curious Attorneys”  Previous episode, “HIPAA Happens, But Compliance Software Can Help

Digital marketing expert Jason Marsh explains how internet ad campaigns work in concert with a firm’s client intake process.

Clio, the legal tech services giant, provides options that can help firms comply with federal Health Insurance Portability and Accountability Act (HIPAA) compliance. As many lawyers know – or come to learn – healthcare information can be a third rail. HIPAA regulations create unique knots to untangle when you get anywhere near sensitive healthcare information. What’s a HIPAA “covered entity,” and how does it affect responsibilities for health records, data protection, and sharing? What level of security and encryption are required? And how do new HITECH act vendor data handling regulations affect you? If you’re representing doctors buying or selling a practice, or representing a nursing home or health provider, it can get messy in a minute. Attorneys can struggle to comply with all the regulations. But incorporating a comprehensive, firm-wide compliance tech solution can help. (Plus, learn how to stop misspelling HIPAA, because we’ve all done it). Got questions or ideas? Don’t forget to hit us up at NewSolo@legaltalknetwork.com  Topics: Guest Joshua Lenon, lawyer and data protection officer at Clio, explains how tech solutions can help lawyers meet HIPAA healthcare data requirements. HIPAA regs can sneak into all sorts of legal work, including the buying and selling of medical practices or a medical malpractice case. …and HIPAA regs are constantly evolving. Are you keeping up? Additional Resources: HIPAA HITECH Act What is PHI Clio Clio and HIPAA Clio HIPAA add-on cost Standard Fusion Clio Cloud Conference Clio Twitter

Lawyers, if you’re looking for a new tech product or don’t know what you might be missing, tune in for some great ideas. In this episode, host Adriana Linares talks to Neil Squillante of TechnoLawyer about TL NewsWire’s top 25 products awards. The top-25 list, determined by reader interest, gives a wide-ranging look at the most useful and sought-after tech products and services for the legal industry.

A chatbot is a form of artificial intelligence software that can participate in conversation and websites use them to engage with site viewers. Host Adriana Linares talks to Tom Martin about how small firm lawyers can implement chatbots on their own websites. They discuss how the technology works and address some of the common hesitations lawyers have when considering the use of a chatbot.

Lawclerk co-founder Greg Garman expounds on how the pandemic, aka, the tech enlightenment period, opened doors for lawyers and legal business.

Among solo practitioners, Ernest “Ernie the Attorney” Svenson is well-known for consulting on technology and, specifically, going paperless. But what many lawyers don’t know is how Ernie transitioned from a commercial litigator in a big New Orleans law firm to a tech savvy solo. In this episode of New Solo, learn all about how Ernie’s experience practicing in a big firm and Hurricane Katrina led him to go solo. He talks with Adriana Linares about using technology and automation to lower his overhead for an increased chance of success and, quite frankly, happiness. Adriana and Ernie then discuss the more difficult aspects of transitioning to a solo practice including loneliness, retaining clients, and wanting a paralegal. No longer a practicing attorney, Ernie talks about why he decided to become a technology consultant for other solo and small firm lawyers. If you’re planning to go out on your own, tune in for some tips that might make the difference. Ernest Svenson, also known as “Ernie the Attorney,” practiced commercial litigation for 26 years in a big firm in New Orleans. After starting his own solo practice, he switched to consulting other lawyers on computers, going paperless, and automating tasks. Special thanks to our sponsor, Solo Practice University.

Ed Walters started as a lawyer in a big law firm in Washington D.C. In the late 1990's, he was approached by a client asking him to research a relatively new legal issue without using LexisNexis or WestLaw, as they were trying to reduce online legal research costs. His inability to do this set off a chain of events leading him to create the company Fastcase. His story begs the question, are lawyers simply paying too much for online legal research sources? What are some ways particularly solo and small firm attorneys can reduce research overheads in their practice? And when is it necessary to pay for LexisNexis or WestLaw? In this episode of New Solo, Adriana Linares interviews Ed Walters about his experience starting Fastcase, how it interacts with the bigger legal research companies and smaller startups, and the right steps for solo practitioners to take in choosing an online research source. Linares and Walters begin by discussing the differences between a free resource like Google Scholar, a mid-range company like Fastcase, and a larger company like LexisNexis. If an attorney has a boutique practice and needs treatises or specialized databases, Walters says, they will need a big online research company. Otherwise, the lawyer might be paying too much. He urges practitioners to check their local bar, state bar, and other associations or organizations for member benefits that often include research and even practice management tools. There are three startup companies that Walters encourages lawyers to research: Casetext, which focuses on crowdsourcing, Ravel Law, which uses data visualization, and Judicata, which uses semantic analysis to find relationships based on meanings. He encourages all lawyers, but especially those in small firms, to research different options and find the one that fits their practice best. Ed Walters is the CEO and co-founder of Fastcase, an online legal research software company based in Washington D.C. Before founding Fastcase, Ed worked at Covington and Burling where his practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation. He has written for The Washington Post, The New York Times, The University of Chicago Law Review, The Green Bag, and Legal Times, and has spoken extensively on legal publishing around the country. He is an adjunct professor of law at the Georgetown University Law Center, where he teaches The Law of Robots. Special thanks to our sponsor, Solo Practice University.

Guest Jonathan Greenblatt shares four tips for building a successful legal career, even when you’re not in the job you expected.

Jake Heller highlights the benefits of the affordable legal research tool, Casetext. He describes why Casetext is an affordable and effective alternative to the major legal research products on the market. In this episode of New Solo, Heller and Adriana Linares discuss how Casetext’s artificial technology software, known as CARA, works.

Guest Joanne Martin is an inspiration to anyone considering a career change later in life. She’s a family law attorney in Victoria, British Columbia, Canada. While she vigorously represents her clients, she strives to create a respectful and collaborative environment when settling family law issues, including divorce and separation, especially when children are involved. Martin had a successful career in film and television, as well as a husband and four children, when she returned to school to earn her law degree. It can be done. Second careers do happen. After law school and working with a firm, Martin launched her solo practice, Align Family Law. Hear how she built a firm based on her values and understanding of the family dynamic, striving to help divorcing clients work toward respectful solutions. She also offers valuable insights into how she set up her office, built a website, developed written content, selected practice management software, developed a transparent pricing model, and learned to establish virtual video client consultations that work. As a bonus, even established solo practitioners may pick up some tips from Martin’s innovative approach to initial consultations, client intake, retainers, and avoiding potential conflicts. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Later-in-life career changes can and do happen. Hear from an attorney who went to law school and established a solo practice after building a family and a successful career. A thorough, honest intake process not only keeps potential clients from wasting time, but also helps you weed out clients who may not appreciate your values and approach. Plus, learn why you should NOT buy Microsoft 365 through a third party, such as GoDaddy (you may need a pro to undo that misstep). Mentioned in This Episode: New Solo, “A Short Primer on Microsoft Accounts, OneDrive, and SharePoint”

Laptops are kind of like that greener grass; they always look shinier in someone else’s hands. But switching around your technology, whether it’s transitioning to using Macs or deciding to use a tablet, could be more work than you think. In this episode of New Solo, host Adriana Linares talks to Joe Patrice talk about what it really looks like to switch from Windows to Mac and the advantages and disadvantages of using tablets for your business. Sprinkled into their conversation are tips about buying new tech tools, switching to the cloud, and where you can find small firm content on Above The Law. Joe Patrice is an Editor at Above the Law where, for him, making snide remarks about other lawyers is at least as fulfilling as motion practice. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Guest Levi Barlavi is a “niche practice” solo attorney, focusing on the needs of medical providers. He started his own practice just three years after law school, and, yes, it can be done. But being a solo, no matter how good you are, requires insights into the available legal tech tools, and it’s OK to ask for help. They don’t teach you this stuff in law school. So how did Barlavi grow a solo practice, learn to plan, create a vision, and incorporate tech and marketing? Hear how networking, curiosity, conferences, public speaking, and following his passion helped Barlavi develop a practice that excites him and grows by the year. As Barlavi says, get personal, go outside your comfort zone, dive into social media, and “exercise your boldness.” Got questions or ideas? Don’t forget to hit us up at NewSolo@legaltalknetwork.com Topics:   Guest Levi Barlavi shares how he followed his passion as a solo practitioner and found a unique niche in healthcare services.   Get outside your comfort zone and express your personality through public speaking, networking, and social media. Hear how sharing information and being open to conversations builds your reputation, your brand, and your practice. Mentioned in This Episode: Clio Legal Tech Toastmasters Allison Shields and Dennis Kennedy, “Make LinkedIn Work For You,”

Is the secret to your law firm’s success a triangle? Guest Christopher T. Anderson is a law practice management consultant (and host of the Legal Talk Network’s Un-Billable Hour). Anderson shares the “triangle” of a successful law firm: Acquiring clients; Producing the results you promised; and Achieving and Measuring the impact and success of your firm. Anderson’s unique take on law firm management is built on thinking of law as a real business first. Why are you doing what you do? Acquiring new clients means building on referrals, creating relationships, and paid marketing. Know and tell your story. Producing results translates to setting client expectations (and meeting them), and doing your best work. Establish a “North Star” for every case. And then there’s achieving and measuring the results for your business stakeholders. Where do you want to be? What separates good law firms from great ones? A law firm is a business, it’s OK to admit that. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Building a law firm is building a business. Don’t forget that! There are three “sides” to building a firm: attracting clients, satisfying clients, and achieving business success. Every part of your legal career is intentional, it’s not luck. Know what you are trying to achieve.

In our previous episode, we talked about getting the most from the software you already pay for and use, especially those Microsoft tools. Now, we’re going deeper into the world of artificial intelligence (AI) and how these tools help you be more productive and profitable. Don’t be scared, be ready.  AI enhancements and tools are already incorporated into the latest versions of your current office software. Remember when some were wary of early word processors, later hard drives, and eventually cloud services and document sharing? We learned to overcome those fears and master the advances. AI is no different. Look at your paid versions of Adobe Acrobat. If you have an online subscription, or the latest desktop version, you may already have an AI assistant. Learn to use it for contract and document review, document summaries, information consolidation for quick email distribution, and even reformatting.  Zoom offers AI “note taking” and post-meeting summaries (even a takeaway “to do” list for each participant). So does Microsoft Teams. How about turning a Microsoft Word document into a PowerPoint? Hear how we learned to stop worrying and love the AI. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: AI isn’t going anywhere. The technology is weaving its way into products you already pay for and use. Learn how to take advantage. Computer software advances are nothing to be afraid of. Increase productivity, cut repetitive tasks, and free yourself.   But AI isn’t magic, and it isn’t as smart as you. Learn to build guardrails and know where you can’t fully trust it. A hammer is a great tool, but it won’t build a house. AI won’t run your practice, but it can help. Resources: Adobe Acrobat AI Microsoft Copilot, “Announcing Microsoft Copilot, Your Everyday AI Companion” Copilot for Microsoft Edge Microsoft Copilot Microsoft 365 Microsoft 365 AI Tools And Applications Microsoft OneDrive Zoom AI PC Guide, “What Is ChatGPT And What Is It Used For?”   Previously on New Solo, Adam Alexander, “AI And The Evolving Security Threats (And Protections)”

Starting a law firm from scratch can be a daunting endeavor. With a down economy, limited budget, and not enough clients, solos can have a tough time breaking into the market. In her debut as the new host of New Solo, Adriana Linares interviews Jay Foonberg, the most influential author on the subject of starting your own law firm. Together they discuss where to find clients, how to get paid, and recommended practice areas. Tune in to learn how attorneys stay relevant with new technology, why it's important to train assistants, and how to sustain a long happy marriage. Jay Foonberg is the author of How To Start and Build a Law Practice (5th edition) and was a practicing attorney in Beverly Hills for over 40 years. He served in the ABA House of Delegates, is on the Advisory Council for the ABA Commission on Evaluation of the Rules of Professional Conduct, and was a founder of the ABA Law Practice Management Section. In addition to being an author of three other important books (all available from the ABA), Foonberg is a much sought after speaker on topics such as client relations, malpractice prevention, and client development in every one of the 50 states and as far afield as Europe, South America, and Asia. He has received the prestigious Harrison Tweed Award and lifetime achievement awards from 4 American Bar Association entities.

AI, artificial intelligence, is super cool. But it’s not perfect, and it can get you into trouble. Start by reading the terms of service. Understand if you’re getting something for free, you get what you pay for. And finally, be careful. ChatGPT, Microsoft Copilot, and all the new, exciting versions of artificial intelligence, AI, are exciting. But have you read the “terms of service?” Guest Daniel Whitehouse is a lawyer who practices in the areas of IT and digital security. He says even lawyers forget to read (really read) the terms. And that’s a mistake. Do you know who owns the data you input? Is it being absorbed into the AI’s own machine learning and shared with the public? Broadcasting your information into the world, for everyone to see, can be as easy as a checkbox you clicked on. Not to make you paranoid, but … be a bit paranoid. Even if you’re using Microsoft 365 and OneDrive, do you know if you’re using the professional or personal version (hint: there is a difference). Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com  Topics: AI is a miracle but remember, it’s a “continuous learning model.” What is it learning from you? What are you sharing with these products? If you can’t find something you’re looking for in the terms of service, ask why that information is so hard to find. Be suspicious. Terms and service provisions should be clear and easy to read. Understanding how AI uses information, and how accurate it is, is especially vital in the legal world.  Mentioned in this Episode: Previous appearance on New Solo: “Did You Really Read Those Terms of Service?”  Previous appearance on New Solo: “Data Security and Florida Breach Notification Law” Bob Ambrogi, LawNext.Com Damien Riehl, LinkedIn  Carolyn Elefant, My Shingle  Microsoft 365 Microsoft OneDrive Microsoft Copilot, “Announcing Microsoft Copilot, Your Everyday AI Companion” Copilot for Microsoft Edge Microsoft Copilot Windows Security Center Microsoft Defender XDR

Clio, the longtime, long-trusted software tech provider for lawyers, has plunged into the accounting game. Time and case management, billing, payments, and simply keeping track of your bottom line all take up time when you could be doing something else, like, you know, serving your clients’ needs.  Now Clio has baked that accounting service directly into its practice management software package.  Frankly, attorneys – especially new solo practitioners – may have been taught very little about running a business. Being a good lawyer is only part of the game. Lawyers also need to know how to manage money and accounting. That’s where software and money management programs can help, including tax prep, accounting for ongoing work in anticipation of payment, capital distributions, and handling funds your clients have entrusted you with.   Hear why legal-specific accounting is so important (hint, legal accounting is not like any other accounting, and mistakes can truly hurt your practice). Plus, the top five features that must be part of any legal accounting platform.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Law schools and legal training may overlook the importance of accounting for a new law firm. It’s not intuitive. Hear how legal practice management firm Clio is incorporating legal-specific accounting functions into its platform Practicing law is what you signed up for, but managing money is what will keep your firm running. Never forget, your firm is a business that depends on accounting. Tax management, income statements, balance sheets, and cash flow management are not only crucial, but very weirdly specific in the world of legal accounting. Mentioned in This Episode: Clio  Clio Accounting and Demo 2024 Legal Trends for Solo and Small Law Firms New Solo, “Oh, The Messes We See”  New Solo, “Money Management 101 for Solo and Small Firm Professionals”  New Solo, “Winning The Battle: When It’s Time To ‘Modernize’ But There’s One Holdout”  cpnLEGAL Affinity Consulting Joshua’s Previous Appearances on Legal Talk Network: New Solo, “HIPAA Happens, But Compliance Software Can Help” On Balance: “Insights on Clio’s 2023 Legal Trends Report with Joshua Lenon”

Quite a few bar associations have practice management advisors (or perhaps someone in a similar role), but a whole lot of lawyers aren’t aware of how this free member service could help them change their practice for the better. Adriana Linares chats with fellow practice management professional Catherine Sanders Reach about the services they provide to attorneys — from consulting on technology and ethics to starting a new business and so much more. Later, the term “legal operations” might seem like it only applies to the “Big Law” end of the spectrum, but a solo or small firm should be just as keen on having well-planned operating procedures for their business from the get-go. Adriana and Catherine talk through easy-to-use tools that help law firms big and small operate with efficiency. And, last, Microsoft 365 is rolling out Copilot, and Adriana and Catherine are watching its progress with great anticipation. Tune in for their thoughts on how this and similar tech could impact your legal practice. Catherine Sanders Reach is director at the Center for Practice Management at the North Carolina Bar Association. Topics: Tapping into the knowledge your bar association’s practice management advisor has to offer. Legal operations for solo and small law firms. Microsoft 365 Copilot’s potential for lawyers. Mentioned in this episode: Catherine’s From the Center Blog NCBA Center for Practice Management  ABA Legal Technology Resource Center   Lisa Crosbie - YouTube  Introducing Microsoft 365 Copilot

Liz McCausland shares some of the professional and personal services she uses to improve both her work life and her personal life.

Still think your small or solo practice can go it alone without a client relationship platform (CRM)? Maybe you don’t have all the facts. From intake to holiday cards to referrals and repeat business, learn how a CRM propels your practice. Guest Matt Siegel is a serial entrepreneur, attorney, and the CEO of Lawmatics. He believes that a good CRM should free information from “data prisons,” integrate client onboarding, track client data, build relationships, and even manage holiday greetings and follow-ups. It’s all about automation and flexibility, freeing attorneys to do what they do best: practice law. Stop thinking about being a law firm and start thinking about being a business. You do law, a CRM does client management. Don’t miss this episode. Got questions or ideas about solo and small practices? Hit us up at NewSolo@legaltalknetwork.com Topics: A CRM isn’t just for big firms. Solo and small firms can get a big boost from an affordable platform. Even after the case is closed, relationships matter. From repeat business to referrals, it’s about staying in touch. The smallest details, like sending holiday cards, gobble up valuable, billable hours. Why not have a management system simplify and speed up those tasks?

One of our listeners has decided to launch his own solo practice. Host Adriana Linares talks to Taylor Darcy about what made him want to go solo and the technology that has helped make his practice successful. They discuss integrating automated systems and how the tools he uses allows him to focus on the important things while technology takes care of the rest.

Engaging with your clients from start to finish (and beyond) can boost your firm’s success. In this episode, host Adriana Linares talks to Matt Spiegel, co-founder and CEO of Lawmatics, about the software solutions they offer lawyers for streamlining the processes of customer relationship management. From intake to automated marketing — focusing on a good client experience helps lawyers grow their revenue.

Dennis Kennedy and Allison Shields share their insights on effective LinkedIn use from their book, “Make LinkedIn Work for You: A Practical Guide for Lawyers and Other Legal Professionals.”

Lawyers are often hesitant to set up a practice in a rural area because they believe it will be difficult to find enough clients and sustain a business, but this isn’t necessarily true. In this episode of New Solo, host Adriana Linares talks to Jeff Alford about why he chose to set up shop in small-town Kentucky and what technology he uses to help his practice thrive. They also discuss Ernie Svenson’s Small Firm Boot Camp and why conferences are important even for those who run in smaller circles. Jeffery Alford is the owner of and attorney at Alford Law Office. Jeff has tried numerous divorce, custody, civil and criminal cases to final judgment or verdict. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

In this episode of New Solo, Adriana Linares interviews legal ethics attorney Michael Downey about the solo practice he started in 2015. Together they discuss why he decided to leave a big law firm to start his own law practice, the decisions he had to make, and how he dealt with everything from choosing technology to successfully parting ways with his old firm. Downey talks about the research he did with different practice management tools, the process of deciding on a name and buying relevant URLs, and his decision to use Apple computers in his practice. Although he already had a client base that he believed would stay with him, he marketed his new business by collecting articles he had written, developed his mailing list, and updated his LinkedIn account. For those struggling with the decision of starting a solo practice, Downey’s experience is a useful place to start. Special thanks to our sponsor, Solo Practice University.

As attorneys graduate and head into the legal marketplace, or leave a law firm to start a solo practice, it can be hard to know where to find resources with tips on starting your new career. What are the most important things that a newly solo practitioner should know? What are some best practices for lawyers just starting out in the field? In this episode of The New Solo, host Adriana Linares talks with the ABA TECHSHOW 2017 Planning Board to provide need to know advice for newly solo attorneys. This year’s TECHSHOW board consists of Barbara Leach Law PL. Managing Attorney Barbara Leach, Avvo Director of Industry Relations Dan Lear, O’Melveny & Myers Senior Manager of Technology and Development Ivan Hemmans, and Downey Law Group LLC. Founder Michael Downey. Michael emphasizes that small firms and solo attorneys should focus heavily on their cash flow. Dan states that legal professionals can view their businesses through three different mediums, the balance sheet, income statements, or cash flow. The amount of money coming in each month (and how you pay your expenses) is very relevant to the survival of a new business. Barbara encourages solo lawyers to establish their brand immediately and really determine what type of lawyer they’d like to be and what type of clients they’d like to attract. Michael accentuates the amount of credibility strong branding provides to a new attorney and gives insights into the steps he took to create his own brand. Ivan discusses the necessity of thoroughly learning Microsoft Word and the benefits of document organization. The group then closes the interview with an analysis of basic tech competencies, like email management, that all attorneys should master. Ivan Hemmans is the Manager of Technology Development and Communications at O’Melveny & Myers LLP where he uses his extensive experience with information technology to help people find ways to solve everyday problems with the many available tools at their disposal. Ivan often speaks about legal technology at law firms and conferences. He writes a blog and occasionally for legal technology publications like Peer to Peer Magazine. Barbara Leach is the managing attorney of Barbara Leach Law, PL. She is a member of the American Bar Association, The Florida Bar Association, the Central Florida Bankruptcy Law Association, the Orange County Bar Association, and the Central Florida Association for Women Lawyers. Barbara received her BA from the Hamilton Holt School at Rollins College and obtained her juris doctorate from the Florida State University College of Law. Michael Downey is a legal ethics lawyer and a founding member of the Downey Law Group LLC. He has tried civil and lawyer discipline cases and argued appeals before the Missouri Supreme Court, U.S. Court of Appeals for the 8th Circuit, and Illinois ARDC Review Board. Michael received his B.A. from Georgetown University and his juris doctorate from Washington University in St. Louis School of Law. Dan Lear is a technology lawyer and the Avvo Director of Industry Relations. He is the co-founder of the Seattle Legal Technology and Innovation MeetUp and founder of the Right Brain Law blog. Dan received his BA in international studies from Brigham Young University and his juris doctorate and MBA from Seattle University.

Is it time to review the tech tools you use every day? Are you getting the most out of your online services (or are you using the right ones?)  A lot has changed in the way Microsoft tools interact with the world of legal tech in the past year or so. So, we’ve got a special episode on tech. A back-to-school session where host Adriana Linares offers some no nonsense tutoring to help you get the most out of your Microsoft subscriptions and tech and be more productive.  Start with understanding your Microsoft account and the types of available add-ons and subscriptions. Take a deep dive into the types of Microsoft accounts: personal/family, work, and third-party accounts. Dig into available AI and how they apply to your business. And learn about security options, and why they are so important. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Understand the array of Microsoft accounts and services. Business or personal? Security? Plus, add-ons and subscriptions. Learn why you should never mingle your personal and private accounts. Get the latest on AI add-ons such as Microsoft Copilot (and understand the security around these new tools).  Mentioned in this Episode Microsoft 365 Microsoft 365 Pricing Microsoft Office.com Microsoft OneDrive Microsoft SharePoint Microsoft Defender Microsoft Loop Microsoft Copilot, “Announcing Microsoft Copilot, Your Everyday AI Companion” Copilot for Microsoft Edge Microsoft Copilot Create a Gmail account Create an Outlook email account Google Workspace Godaddy.com Previously on New Solo, Adam Alexander, “AI And The Evolving Security Threats (And Protections)”

Microsoft products assist lawyers daily in document review and communication. In this episode of New Solo, host Adriana Linares talks to Ben Schorr, senior content developer at Microsoft, about the different tools Microsoft provides and how they lend themselves to a successful law firm. Their conversation includes Microsoft Office 365, OneDrive, and Outlook. They also discuss resources you can use to learn even more about Microsoft products. Ben Schorr is a Senior Content Developer at Microsoft. He was a Microsoft MVP for more than 19 years and involved with management and technology for more than 25. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney

Longtime friend of Legal Talk Network Carolyn Elefant – author, mentor, blogger, and solo practitioner – joins host Adriana Linares with a huge update to her hit book “Solo by Choice.” Get a one-stop-shop overview for any new solo practitioner. The pandemic, social media, online content, and business generation trends are shaking the legal practice bedrock. The online conferencing and virtual offices of the pandemic are challenging the need for a formal office. Billing practices and options are shifting. Virtual assistants and freelancers are the norm. Clients are looking to new sources for attorneys. Of course, you still need paying clients. Hear ideas on how to fully commit to your practice, find your niche, and build business from day one. Plus, business practice requirements, customer relationship programs, insurance, licensing, cybersecurity, and legal tech software. There’s no better time for new solo practitioners to ask for what they want – and get it. What’s ahead for the legal profession? Got questions or ideas? Don’t forget to hit us up at NewSolo@legaltalknetwork.com  Topics: Guest, lawyer and author Carolyn Elefant shares tips for the modern era from her newly revised book, “Solo By Choice.” All you need to know about starting a solo or small practices, from software to cybersecurity. What’s new for the legal profession in a post-pandemic world?  New Insights Veteran attorney Jennifer Smith Thomas answers questions from new attorney Jennifer Townsend about the challenges of working with her father in a small, family-owned firm.  Question 4: “How do I get my dad to be open to change when his favorite phrase is ‘We do it that way because that’s the way we’ve always done it’”   Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.

Deciding to leave a large law firm is a challenging decision and can often leave an attorney questioning what the future holds. It can be even more intimidating starting your own solo law firm during such a tumultuous time. In this episode of New Solo, host Adriana Linares talks with Cade Law LLC owner Nate Cade about his experiences leaving a large law firm and starting his own solo practice. Nate Cade is the owner of Cade Law LLC, which he started on March 1, 2013. Prior to forming his own law firm, Nate was a partner and the general counsel in a large multi-office law firm and previously a partner for 15 years at one of the largest firms in Milwaukee. Special thanks to our sponsors, Solo Practice University and Clio.

David Holmes, Henry Herrman, and Greg Lambert offer guidance for establishing remote legal practice.

In this episode of New Solo, Adriana Linares talks with Adams and Reese LLP Partner Jeff Richardson about publishing his blog “iPhone J.D.” and his tip for lawyers using Apple mobile products. Jeff opens the interview with a brief history of his occupational past and talks about his New Orleans upbringing. He states that his law practice focuses on class action and complex litigation typically representing defendants when they are sued and that half of his work is appellate practice for all sorts of clients. His firm operated on both Macs and PCs at one time but decided to become a PC-only firm in the early 2000s. As a long time Mac user in both his personal and professional life, Jeff started his blog in 2008, focusing on discussing the different ways attorneys can use Apple mobile technology in their law practices and firms. He notes that all tech today is complicated and emphasizes how learning the little things about a device can make people both happy and productive. Jeff covers the top 3 questions lawyers ask him about Apple mobile platforms and goes in depth on the importance of choosing the right size of product for your everyday legal needs. He closes the interview with his list of the 6 apps that lawyers can’t live without and a few examples of how he uses mobile devices in the courtroom. Jeff Richardson focuses on class action and complex litigation, but also devotes a large portion of his practice to appellate litigation. He has defended numerous clients in high-stakes product liability litigation and publishes “iPhone J.D.,” a website for attorneys who use iPhones and iPads that has been named to the ABA Journal Blawg Hall of Fame. Jeff received his J.D. with high honors from Georgetown University Law Center in 1994, and earned his B.A. with highest honors from Emory University in 1991. Special thanks to our sponsors, Solo Practice University and Clio.

In this episode of New Solo, Adriana Linares and Jason Marsh interview C. Todd Smith, a small firm lawyer who has used various forms of social media for marketing his practice. Jason Marsh, an online marketing specialist for small businesses and law firms, also give his insight into the importance of social media. For lawyers launching a solo practice, this podcast will provide a broad idea of where to start with your social media campaign. Todd Smith recommends that lawyers choose one or maybe two platforms to focus on rather than trying to tackle all of them.

“Solo” may be part of the title when you’re starting your own solo legal career, but that doesn’t mean you have to go it alone. In this episode of New Solo, host Adriana Linares talks to JoAnn Holmes about the resources she uses to make her solo law firm successful. Some of these resources include communication tools and automation software. She also shares advice for fellow new solos about allocating resources and not working alone. JoAnn Holmes is the founder of HOLMES@LAW and a business, tech, and intellectual property attorney.

Solo lawyers face a demanding but rewarding profession. Host Adriana Linares talks to a panel of solo attorneys about their diverse career experiences. They discuss the many challenges of being a solo lawyer and offer practical guidance to solos on a variety of topics including: mentorship, choosing (or not choosing) office space, building independence, developing fee agreements, technology, self-care, and much more.

Adriana Linares interviews Andrew Legrand, a solo lawyer who started his practice immediately out of law school using technology to increase efficiency. His tips start with something as small as an autocomplete for your signature to auto filling forms he regularly uses. Special thanks to our sponsor, Solo Practice University.

Starting a new practice can be intimidating and many attorneys never take the leap towards owning their own firm. In this episode of New Solo, host Adriana Linares talks with Cahill-IP, PLLC Founder Amy Sullivan Cahill about her journey and how podcasts helped her gain the courage to start her own firm. Amy Cahill is founder of Cahill-IP, a law firm based out of Louisville, KY. Her practice focuses on trademark and copyright litigation, advertising review, trademark prosecution, trade secret counseling and litigation, licensing, and transactional matters. Special thanks to our sponsors, Solo Practice University, Clio, and Answer1.

Kristin Rizzo describes her journey from a large law firm to solo practice to mediation

In this episode of New Solo, host Adriana Linares, along with guest Todd Smith, cover a wide range of topics, including bar association benefits, outsourcing IT support, and transitioning from large firms to solo practices. While discussing these subjects, they dive into the relevant technology and software that will help your own solo or small firm thrive. This includes full desktop search tools, wireless scanners, and video conferencing software. Todd Smith is a civil appellate lawyer based in Austin, Texas. He launched the predecessor to Smith Law Group LLLP in 2006 after practicing for nearly a decade with Fulbright & Jaworski L.L.P. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Having launched as a solo just a year ago, Kelly Roberts shares tips that made her practice profitable by month two.

When one can practice almost anywhere, why not Puerto Rico? Sarah de Deigo leapt even before the pandemic popularized these wholesale moves.

In this “Super Episode,” host Adriana Linares is joined by Stephanie Everett, a host for the Lawyerist podcast on the Legal Talk Network and the chief growth officer, lab coach, and speaker with Lawyerist, a firm dedicated to helping solo and small legal practices flourish in every area including marketing, finance, staffing, and legal tech. Twice the hosting! Together, they tackle the transition to flat-fee billing and explain how it can sometimes be a better solution for lawyers and their clients.  Clients are used to the traditional billable hour, but in reality, they aren’t paying for your time, they are paying for results. They are paying you for what you achieve. So why not bill that way?  This doesn’t have to be all or nothing. Some jobs can be better handled with a straight up, flat fee or a subscription model. Others may still require hourly billing. Or maybe one part of the case is a set amount, with hourly add-ons if the case drags on.  The goal is never to see your practice earn less revenue, but flat-fee billing can benefit both client and lawyer. Think of how many times clients were afraid to call you or chat a bit to build a relationship because they worried the clock was ticking. Hear how you can try it out, “play with” a rate shift. Maybe even present clients with an option. If you’ve been curious about how flat-fee billing can work, this is the episode for you.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Flat-fee billing? It can be done, and it can offer advantages to both clients and law firms. Clients are paying for results, not “hours. How you price your services doesn’t have to be one way or the other. It can be both. Some tasks can be set for a straight up, transparent flat fee. Others may work best at an hourly rat Explaining fees to clients is a new concept. But clients often warm up to new ways of doing things if they’re given the chance and understand their options. It starts with honest, clear conversations. (Don’t forget to help your own staff understand, too.)  Mentioned in This Episode: Previously on Lawyerist podcast, “#547: Legal Tech You Need for Flat Fees, with Adriana Linares” ABA TECHSHOW 2025 Clio Cloud Conference 2025 Clio Legal Trends Report

How new solos Taly Goody and Michelle Fonseca-Kamana create videos for social media that attract clients and referrals.

Guest Marie Stockton is an estate planning lawyer laser-focused on making sure her clients understand what they’re signing. She’s mastering document prep tools to assure they have the look and feel that encourages reading and comprehension.  Topics: Making the shift from WordPerfect to Microsoft Word Paying attention to the little things, like fonts Designing and creating styles for formatting Complex numbering for document accuracy Resources: Matthew Butterick, Typography for Lawyers Debora Savatra, Legal Office Guru Barron Henley, Affinity Consulting Mark Unger, Muse Legal YouTube Lynda/LinkedIn Learning New Insights (brought to you by Nota): Veteran practitioner Starlett Massey answers litigation associate Melanie Kalmanson’s question. Question 3 of 4: “What are three things you would like to see changed in the legal profession?” Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.

David Leatherberry talks about how healthcare law led him to start his solo firm, his experience in the legal industry and his current passion to help behavioral health practitioners with their legal needs.

Philip Mauriello discusses his path to becoming a solo attorney.

Want better documents and better use of your time? You only need to master what you already own, that includes your Microsoft tools. The solution you didn’t even know you were searching for is right there in front of you (you just didn’t know it).  Let’s fix that. Guest Barron K. Henley is a self-proclaimed “nerdy lawyer” who helped found the Affinity Consulting Group, a team of “recovering lawyers” dedicated to helping attorneys maximize productivity through technology. Hear how Henley and his team teach lawyers about Microsoft “styles,” voice to text solutions, formatting, and importing and synchronizing Excel data and tables.  Save time, minimize errors, and stop feeling frustrated. You won’t come across these solutions by accident, but you can invest a little time in learning. It’ll pay you back in the long run.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: The solutions to better document creation and management are probably right there in front of you An investment in training yourself, and your staff, in the ordinary everyday tech you use, such as the Microsoft 365 suite, pays you back exponentially Voice to text tech is vastly underrated for some tasks. People can speak at 180 words a minute, converting that into text automatically saves you a block of time that can be better used on real, creative efforts.  Mentioned in This Episode: Previously on Legal Talk Network, The Lawyerist Podcast, “How Lawyers Can Maximize Word, With Barron Henley”  ABA TECHSHOW 2025 Microsoft Voice to Text Microsoft 365 WordPerfect Hotdocs Copilot by Microsoft “Customize or Create New Styles” by Microsoft “How to Merge Word Documents” by Microsoft “Get Started With Voice Access” by Microsoft Netdocuments (Netdocs) Excel Templates by Microsoft Dragon Legal Clio Cloud Conference 2025 Clio Legal Trends Report

In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true? Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include: Web automation to replace support staff tasks Clio as a practice management program Integration with Zapier Consistent labels and tagging for easy categorization search Doodle calendar that talks to Gmail Web forums and customer relationship management (CRM) Google Scripting and Google Apps for Work How much the tools cost Forms rule certification In the end, Andrew emphasizes, just knowing these options are out there is important and powerful. Special thanks to our sponsor, Solo Practice University.

Two friends of the podcast return for this episode of New Solo to talk all things legal tech and the latest in AI services for lawyers. Guests Renee Thompson and Liz McCausland are both accomplished mediators and solo practitioners who depend on tech to boost productivity and keep up with their busy lives. AI is an emerging technology that is finding its way to more and more law offices. McCausland and Thompson served on a Florida Bar committee to draft an advisory opinion laying out ethical guidelines for the use of AI in legal practice. With ethical guardrails published, what’s next? A best practices guide and clear definitions and examples of AI for legal services. Client consent, the impact on fees and confidentiality, and even how judges view the use of AI and informing the court that AI played a role in your presentation are all pieces of the puzzle. It’s a brave new world. Where can attorneys new to AI find mentoring, what will clients and courts expect, and what about billing? Plus, hear about the Florida Bar’s Solo & Small Firms Section and how other solo and small firms are incorporating legal technologies. It’s natural to feel overwhelmed, but if you take in all these new tools step-by-step, you’ll quickly find yourself up to speed and exploring new frontiers. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com    Topics: Hear from two lawyers who helped the Florida Bar Association develop ethical guidelines for attorneys adopting AI technologies into their practice. New tools are emerging at a rapid clip. But if you take it step-by-step, you can avoid feeling overwhelmed. Every small and solo firm is different. There’s no single “right way” to incorporate legal tech into your practice, but the days of a legal pad and pen are in the past. Stay current or fall behind. Help is out there, and you can do this.  Mentioned in This Episode: Florida Bar Ethics Opinion 24-1, Jan. 19, 2024 “Lawyer Cites Fake Cases Generated by ChatGPT in Legal Brief,” Legal Dive Damien Riehl on LinkedIn Jerry Bui on LinkedIn InfoTrack San Diego County Bar Association Member Benefits Clio legal software Smokeball AI Noodle AI Assistant vLex AI Fastcase Westlaw LexisNexis AI Miami Dade Public Defender Carlos J. Martinez

Guest Andrew Schierberg retired from his first career after 20 years as a police officer, investigator, and chief in Northern Kentucky. Then he asked, “What next?” With a law degree and a lifetime of working in tense situations with people during their most stressful moments, Schierberg started a law practice with a focus on helping families by specializing in elder law and estate planning. He wrote his own business plan, shadowed established attorneys, sought educational and business development support, found shared office space with other lawyers, and developed a holistic approach that lets him to build relationships with his clients and work not only as an attorney but also as a trusted advisor. Learn how he set up his practice, selected case management software, established a flat-fee subscription plan for his clients rather than hourly rates, and developed an understanding of the needs of both elder clients and their families as they navigate a new stage of life. If you’re well into a first career, you might be surprised at how much your “real world experience” can translate to a solo law practice. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: Starting a solo practice as a second career and putting your “old job” skills to work in your new venture. The importance of selecting the right practice management and office equipment tools, learning about marketing, and asking for help when you don’t know. The value of finding a niche that lets you focus your energy on the kind of law that matches your passion.  Mentioned in this Episode: Fearless Paranoia podcast Life Care Planning Law Firms Association Actionstep MyCase ElderCounsel DecisionVault Calendly Textexpander Maximum Lawyer podcast The 80/20 Principle podcast The Law Entrepreneur podcast Lunch Hour Legal Marketing podcast Peggy Gruenke on Legal Talk Network podcasts

Starting a solo law practice can be invigorating, frightening, and exciting at first. But after the adrenaline and excitement of starting a solo practice fades, how do lawyers stay motivated? Unlike working in a large firm, an attorney's personal life and solo practice become interconnected, causing unique and often unexpected challenges. Many lawyers experience inner turmoil that requires a different resolution than a well thought-out business plan or financial planning. On this episode of New Solo, Adriana Linares interviews consultant Susan Cartier Liebel about how to stay motivated throughout the process of starting a solo law practice. Liebel encourages lawyers to make concrete life goals and envision where they might be 5, 10, and 15 years in the future, both professionally and personally. She recommends integrating personal interests and lifestyle with professional practice, resulting in a support system and a trusting client base. According to Liebel, there are three emotional inhibitors when opening a solo practice: the fear of a malpractice suit, the fear of being alone, and the lack of mentors. By focusing on the endgame, a lawyer can create an internal support system that supplements external support. Susan Cartier Liebel is a coaching consultant for solos and small firms who start their own law practice right out of law school. She has been an adjunct professor for Quinnipiac University School of Law, teaching law students how to start and grow their own law practices. She has since taken on consulting full-time. Her entity, Solo Practice University, now teaches hundreds of attorneys how to become solo practitioners. She is additionally a frequent speaker to law schools, bar associations, and professional organizations around the country. Special thanks to our sponsor, Solo Practice University, a community dedicated to helping lawyers build their very own solo law practice. Check it out at solopracticeuniversity.com.

In this episode of New Solo, Adriana Linares talks to Marco Brown about his eight Commandments for Getting Paid.

Brand new solo Dean Blachford binged New Solo’s episodes before launching his practice. He offers a crash course featuring standout episodes. Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.

There are numerous sources in the legal world claiming that lawyers need to work on building and growing their networks in order to gain referrals. But with hundreds of connections, how is a solo lawyer able to build and develop proper relationships with everyone? Maybe lawyers should be thinking about the quality of their connections rather than the quantity. What should a solo or small firm attorney do to build a good referral network? In this episode of New Solo, Adriana Linares interviews family law practitioner Lee Rosen about forming strategic partnerships and setting up a basic referral network. Rosen actually rejects both of those phrases and explains that he thinks of an effective referral network as a collection of close friends who provide value to each other in multiple ways. Lawyers should build relationships with around twenty other lawyers and people in different professions who have the opportunity to provide referrals. Also, he says, you need to LIKE these people, because they will be your friends for the rest of your practice. Once you have found the right twenty connections, use things like social media to maintain these relationships. At the end of the podcast, Rosen explains three important takeaways for solo lawyers: be interested in the other people, be deliberate and calculating when you choose connections, and pick up the phone and start calling people today. He believes this form of networking will grow your practice and make you happy. Lee Rosen has practiced family law for more than 20 years, with four offices in Raleigh, Charlotte, Durham, and Chapel Hill, North Carolina. He served as the Law Practice Management editor of the ABA Family Advocate for more than a decade and received the ABA James Kean Award for excellence in elawyering. He also served as chair of the Law Practice Management Section of the North Carolina Bar Association. He's a frequent speaker, often sought out by media as a source of family law insight and commentary and the publisher of DivorceDiscourse.com, a widely popular daily advice blog about law firm marketing, management, and finances. Special thanks to our sponsor, Solo Practice University.

Client Relationship Management, or CRM, is a strategy implemented in business to maintain effective knowledge about and connections with your current, previous, and potential clients. Using technology, employees are able to nurture relationships with their clients by tracking conversions and setting notifications. But many lawyers, especially solos and small firm lawyers, aren’t using CRMs; they don’t know the potential value of these systems or even what they are. So why should attorneys bother learning about CRMs? In this episode of New Solo, Adriana Linares discusses CRMs with Michael Chasin, co-founder and CEO of Lexicata, a law firm CRM and client intake software. Michael talks about the foundation of Lexicata and how it has helped many lawyers find and convert leads. He then explains how CRMs can help solo and small firm lawyers with client intake as well as marketing. By touching base with potential clients, we can create a positive, brag-worthy experience. In this way, clients will return with future legal needs and can also become great referral sources. Michael discusses how the right CRM can automate a significant part of this process, making your client feel attended to without taking up too much of your time. He finishes the podcast by talking about how lawyers should go about choosing the right CRM to build a foundation for the future of their solo practices. Michael Chasin is CEO of Lexicata, a CRM and client intake software designed to help law firms and lawyers increase client satisfaction. Michael is also co-founder of both LawKick.com and Lexicata.com. He has his B.S. in Business Administration with an emphasis in Entrepreneurship from the University of North Carolina, and his J.D./M.B.A. from Loyola Law School. Special thanks to our sponsors, Solo Practice University and Clio.

Neil J. Squillante announces TechnoLawyer’s Top Product Awards for 2020.

Business consultant Peggy Gruenke explains what happens when solo and small firms don’t have their financial houses in order.

Hanging up a shingle takes more than a law degree. Today’s legal tech and software helps solo and small practices be more productive and organized than ever. “Good enough” isn’t good enough. Know what you need, and get it! Adriana runs through the tech foundation of a successful firm: from the computers to the office software to the case management software and add-ons that can streamline your practice and better serve your clients. Adriana names names, provides recommendations, and answers the questions she hears from clients regularly. This is the personal consultation you have wanted … for free! Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: PC or Mac? Does it matter? Office management tools? Make sure everything integrates, from your accounting software (hint, most accountants use QuickBooks) to your PDF creation tools. Don’t be cheap! Case management tools and “add-ons” save time and organize your practice. And when it comes to labeling files, don’t be clever, be clear and concise. You have 256 characters to name a document, use them all so you can share work. Mentioned in This Episode: Microsoft Office 365 Google Workspace Adobe Acrobat Pro QuickBooks Clio Clio Integrations ABA Legal Technology Resource Center Mycase Rocket Matter CosmoLex Zolasuite Actionstep Centerbase Microsoft OneDrive Dropbox Loom.com Law Firm Autopilot Netdocuments Fastcase Casetext Textexpander.com TextexpanderforLawyers Vonage Nextiva Dialpad RingCentral Ruby Abby Connect Smith.ai Back Office Betties New Solo Back Episode Library A Listener’s Guide to the New Solo Back Catalog