Financially Legal

In this episode of, Emery Wager sits down onsite at Bundy Law in Tulsa, Oklahoma with founder and managing partner Aaron Bundy to talk about what it looks like to treat pricing as part of the client experience. The conversation covers evergreen retainers, billing twice a month, charging for consults, and why getting the money systems right can actually improve quality of life for the entire team.

What if your case management system could also handle billing and payments seamlessly? In this episode, James Betzold, CEO of Prim. Law shares how firms can simplify client payments, automate trust accounting, and eliminate confusing processing fees with built-in tools. Confido and Prima's partnership

How do law firms really decide what partners get paid? Partner compensation is one of the most important and controversial topics in the legal industry. The way firms structure pay doesn’t just impact income; it shapes firm culture, collaboration, and long-term profitability. In this episode of Financially Legal , Emery Wager sits down with Hugh Simons (former BCG consultant, law firm CEO, and pro...

Checks are slow, risky, and outdated. So why are so many law firms still using them? In this episode, Emery Wager sits down with Jayne Reardon to explore how law firms can transition to digital disbursements while staying compliant with the Rules of Professional Conduct. We break down the ethical considerations, share a practical checklist for moving to electronic payments, and explain why moderni...

What really happens when a client calls their bank and says they didn’t get the legal services they paid for? In our upcoming episode, Emery Wager sits down with Amos Chapman , and the duo dives deep into one of the most misunderstood and often frustrating financial challenges law firms face: chargebacks. Check out some of Confido Legal ’s resources below:  - Chargeback Checklist - What Happens if...

How should law firms handle tax debt? There are ways to avoid common tax pitfalls, make taxes less stressful, and even pay pennies on the dollar to resolve tax debt. In this episode of Financially Legal, host Emery Wager sits down with Stephen Weisberg of the W Tax Group to discuss tax debt resolution.

How much time do you spend tracking your hours? What if you could increase your profitability, reduce stress, and provide better client service—all without billing another minute? The hourly billing model isn’t the only way to run a successful law firm. In this episode of Financially Legal , host Emery Wager sits down with Brita Long to explore the mindset shift required to transition to flat fee...

How much time are you wasting on repetitive tasks? What if you could significantly cut those hours, increasing your firm’s profitability? AI isn’t just a buzzword now—it’s a tool transforming the economics of running a law firm. In this Financially Legal episode, host Emery Wager sits down with Tim Sawyer and Patrick Maddigan of Faster Outcomes to discuss AI's role in modern law firms and how firm...

  What’s This Going to Cost? It’s the question every client asks before signing an engagement agreement. Imagine being able to answer it clearly and confidently—even in the most complex cases. Achieving this level of financial predictability isn’t just possible; it’s within reach. In this episode of Financially Legal , host Emery Wager sits down with Michael Sander, founder of LexPipe, to exp...

In this Financially Legal episode, host Emery Wager sits down with Lem Garcia, founder of Lem Garcia Law, to explore how he grew his firm from humble beginnings to serving over 1,000 clients with a 20-person team. Lem shares his journey starting with Craigslist furniture and a modest office space to becoming a blueprint for aspiring law firm owners.

In this Financially Legal episode, host Emery Wager talks with Matt Darner, founder of Collbox, to uncover practical strategies for law firms to master cash flow and collections. With years of experience helping businesses recover millions in outstanding invoices, Matt offers a unique perspective on the intersection of accounts receivable management and legal practice operations. This episode expl...

In this Financially Legal episode, host Emery Wager interviews Evan Meyerson, Managing Director of Burford Capital, to explore the rapidly evolving world of legal finance. Evan brings a unique blend of legal and venture capital experience, which gives him insight into how litigation funding can transform legal claims into strategic assets for law firms and clients alike. This episode dives into di...

In this Financially Legal episode, host Emery Wager sits down with John Grant, founder of Agile Attorney Consulting, and Elise Buie, founder and managing attorney of Elise Buie Family Law, to discuss how law firms can successfully design and implement flat fee legal services. Both John and Elise bring a wealth of experience and unique perspectives to the table—John from his background in technolog...

In this Financially Legal episode, host Emery Wager interviewed Gary Allen, who recently retired from a multi-decade legal career. Gary’s extensive experience includes building a million-dollar practice in environmental and land use law at Givens Pursley and co-founding LeanLaw to help other firms operationalize the best practices he learned the hard way. To receive a free legal case management so...

In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one syste...

In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between l...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience a...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever C...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all uni...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter. Learn more and watch here...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on feature...

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms.  For more information and resources on choosing the right case management system...

How, if at all, do compensation, diversity, and transparency overlap? How can these competing priorities be reconciled? Jim Meadows from Culhane Meadows doesn’t have the perfect answer. But he’s giving it a solid try. With 75 lawyers and 11 office locations, Culhane Meadows is the largest full-service women-owned law firm in the country. And in each of the last three years, the average female part...

Plaintiffs' lawyers are often bold, brash, larger-than-life characters with billboards, regular TV ads, and ambition to match. But they're also visionary creatives. They excel at building something from nothing and carving out a new and unique path for legal professionals - often where no path existed before. But that creativity needs to be leavened with stability and more strategic thinking.&nbsp...

Two episodes into our four-episode series with law firm CFOs one theme that's emerged is collections. Specifically, how much money lawyers and law firms leave on the table by failing to implement processes that ensure that the firm gets paid for the work it bills out. Kevin Krese, CFO and COO at Buckingham, Doolittle & Burroughs, is thinking further upstream from that. Krese wants to make sure tha...