The 80/20 Principle

ClioCon takes place October 26 and 27 in Boston. You can watch sessions online for free (see link below). If you register and miss a session you can also watch the recording, so I recommend registering with the link below. In this episode I discuss why the keynotes will be especially helpful for solo and small firm lawyers, and recommend a few key sessions that will be well worth your time. I also...

If the 80/20 principle never worked for you, you weren't doing it wrong. You were missing a part never gets discussed. In this episode I cover that part. It has to do with perfectionism, and with whose trial and error you rely on. Then I show how it works in a free automated scheduling tool many lawyers still resist. Why they resist and how to overcome mental blocks with the 80/20 principle are ex...

In this episode,  Ernie Svenson talks with Greg Siskind, who has practiced immigration law for 35 years and wrote a book about marketing on the internet back in 1996, when that was a peculiar thing for a lawyer to do. Greg says AI reminds him of email more than any other technology wave he's lived through — the web, the cloud, and social media each changed a slice of legal work, while email change...

A few weeks ago, one of Sarah Persich's clients dropped an AI agent into their Slack workspace. Sarah gave it the criteria her client's intake team is supposed to follow on calls — build rapport, handle objections, gather the right information — and asked it to listen to the recorded calls and grade every person against those criteria. It came back ten minutes later with work that would have taken...

Carolyn Elefant has been practicing law for thirty-five years and writing about solo practice for almost as long. In this episode she and Ernie get into how AI is changing litigation — not in theory, but in the cases she's handling right now. Carolyn walks through experiments she's run and posted publicly, including having AI draft the judge's opinion from both briefs before she wrote her reply, a...

In this episode, Ernie Svenson talks with Docket Drafter co-founder Tommy Eberle about what lawyers need to understand to use AI tools like Claude more effectively. They unpack why Word documents consume so many tokens, why AI performance can decline during long chats, how context windows and compaction affect results, and when to use different Claude models and thinking levels. Tommy also explain...

Most lawyers using Claude are only scratching the surface of what it can do. In this episode, Ernie Svenson talks with former litigator and software founder Nick Chapleau about using Claude as more than a chatbot—as a chief of staff that can help run a modern law firm. They explore email triage, workflow automation, firm knowledge bases, custom dashboards, security, and what it takes to build a tr...

Most AI training for lawyers is shiny-object stuff — nine prompts, the "ultimate playbook" — and that's exactly why none of it sticks. My old golf instructor figured this out decades ago, and he taught me the fix before AI even existed. In this episode I tell that story and show you the one approach that actually works when you're learning to use AI in your practice. It's slower than chasing the n...

Ernie Svenson sits down with complex litigation attorney Richard Serpe to explore how he went from struggling with AI basics to becoming an advanced user in just 18 months. Richard shares how he uses tools like Claude, Perplexity Computer, NotebookLM, and AI skills to manage complex cases, organize research, prepare witnesses, and build better legal workflows. They also discuss the real costs of a...

In this episode, we cover Perplexity—what it is, how it works, and why it deserves attention from solo and small firm lawyers. Ernie explains how Perplexity differs from traditional Google research by using AI to search the live web, synthesize answers, and provide footnoted citations so lawyers can quickly verify the sources behind the response. You'll also hear practical examples of how lawyers...

In this episode, we talk with tax litigator Brandon Siegal about why Microsoft Copilot has gone from a disappointing experiment to a genuinely useful AI tool for legal work. We unpack what changed with Microsoft's latest updates, including direct Word editing, deeper research capabilities, and new ways to connect AI with the documents and systems lawyers already use every day. You'll also hear Bra...

In this episode, we explore why a long-time ChatGPT user made the switch to Claude and what ultimately drove that decision. We break down how features like direct file access, structured project workflows, and custom skills are transforming the way lawyers handle complex, document-heavy work. You'll hear how AI can dramatically speed up tasks like course creation, improve writing quality, and act...

In this episode, we explore how lawyers can adapt to rapid AI advancements by shifting from billable hours to outcome-based, flat-fee services. We'll discuss creating a better client journey, using AI to improve research efficiency, and offering privileged, flat-fee AI-driven legal searches as a way to stay relevant and attract clients. Chapters 00:00 Breaking Free from the Billable Hour 05:04 The...

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining profe...

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining profe...

In this episode, Ernie explains how the American Arbitration Association is now using AI to draft decisions, subject to human review. The discussion covers the importance of transparency, control, and human oversight in the arbitration process, as well as the potential for AI to improve access to justice by making dispute resolution faster and more cost-effective. Key Takeaways AI is not about rep...

Show Notes In this podcast episode, Ernie Svenson interviews Dorna At Gavel , a former attorney turned tech entrepreneur, about her journey in creating Gavel, a legal technology platform. Dorna shares her experiences in building Gavel Workflows and Gavel Exec , tools designed to automate document creation and enhance legal drafting with AI. The conversation explores the integration of these tools...

Show Notes In this episode, Ernie discusses the impact of AI on the legal profession, emphasizing that while AI may replace surface-level tasks, the best lawyers will thrive by focusing on deeper, strategic thinking and understanding complex legal outcomes. Takeaways The best lawyers won't just survive this wave of AI. They're gonna dominate. If your work is mostly surface level, AI is gonna repla...

 In this episode, California attorney Jeff Lewis and I discuss the recent Clio conference that took place in Boston, which we both attended along with 2,700 other lawyers.  There was a lot of discussion about AI and how its growing adoption will impact lawyers in the coming years.  We of course will discuss Richard Susskind's Keynote speech, which was a disturbing warning about the massive disrupt...

What if you could run a thriving 40-person law firm entirely from your smartphone? In this episode, attorney Elise Buie —known as "The Smartphone Lawyer"—shares how she scaled her Seattle-based family law practice through radical delegation, smart systems, and the strategic use of virtual assistants. From hiring and managing overseas talent to automating key workflows, Elise reveals how she built...

Email isn't dead—it's dominating. In this episode, email marketing expert Tyler Cook explains why email remains the highest ROI marketing channel for lawyers (and just about everyone else). You'll learn: Why email still outperforms social media by a mile What kind of emails people actually  want to read The 3 automations every lawyer should set up—no exceptions How to use AI to write powerful emai...

Law firms love their SOPs—binders full of screenshots, arrows, and step-by-step instructions. But here's the problem: they take months to build, cost thousands to produce, and go out of date the moment software updates. There's a better way. In this episode, I break down how forward-thinking lawyers are replacing outdated SOPs with AI-powered prompt libraries that actually get work done. You'll he...

AI is changing how people search for lawyers, and that means your website has to do more than just "look professional." In this episode, Megan Hargroder (of Legends Legal Marketing) explains what works—and what doesn't—when it comes to getting found online today.  Megan also shares a powerful new strategy for ranking ethically while building long-term trust with potential clients. Episode Links Le...

When big news drops—whether it's politics, celebrity scandal, or the launch of GPT-5—the internet spins into a frenzy of hot takes, half-truths, and hype. In this episode, we discuss the rollout of GPT-5 as a case study in how to filter out bad information, pace your learning, and make better decisions without getting sucked into the vortex. You'll hear why intentionality matters more than speed,...

As AI tools become more prevalent in law practice, how do we keep our client data secure? In this episode, we address the biggest risks lawyers face and how to navigate them without losing the benefits of tools like ChatGPT. You'll hear the latest insights from a consensus group of 30 legal pros, including what paid AI tools to trust, how to enable privacy settings, and why redacting sensitive inf...