The Legal Toolkit

If you know exactly how all your clients found you, then you know exactly how to market your firm to keep driving more growth. But, a whole lot of firms aren’t tracking the process from need to lead to paying client. Jared chats with Patrick Carver about how collecting the right data on leads eventually converts into more clients and bigger profits. Later, Patrick sticks around for the Rump Roast...

How do you get your best clients to hire you? Jared welcomes Bruce La Fetra, a real, live client whisperer, to chat about how to flip your usual script and market to the clients you actually want. Later, the guys play “Technical ‘Knox’ Out,” a trivia round highlighting Knoxville, TN, facts—past and present. And, who knew? Apparently, Jared’s devotion to flip phones rivals that of the Laguna Beach...

Where do expert witnesses come from, exactly? Jared welcomes guests Allison Muller, Nick Briscoe, and Nick Rishwain—an experienced and knowledgeable panel discussing the ins and outs of expert witnessing. They share how professionals come into this field and offer advice for attorneys looking to engage an expert witness for a case. Later on in the Rump Roast, guest Rachael Ziegler joins to talk ab...

Communication often happens because we are simply reacting to something, but how often do we react with a thoughtful, impactful response? Jared welcomes Jessica Chen to hear her strategies for leveling up your professional communications. They talk through some of the ways communications training can elevate your influence in the workplace and discuss ways to connect with professional peers throug...

This time on The Legal Toolkit, Jared forgoes his monologue to give more time to his conversation with Chris Stock. Tune in as this duo dig into criminal justice reform, ChatGPT’s future in legal and the world at large, legal tech business outlooks, Chris’s new venture as founder of a consulting firm, and more. Later, stick around for “Shit Australians Say” on the Rump Roast. You’ll learn what “fa...

If you’re a lawyer, you need a break. Tune in with Jared, his lovely wife Jessica, and her fellow travel agent Samantha Hedges to learn a thing or two about escaping the daily grind. They share tips for vacation bookings, highlight some favorite destinations, and even chat about social media marketing tactics you just might be able to use in your law firm. During the Rump Roast, the trio play “Tra...

You don’t have to figure out how to manage your law firm alone. Because, honestly, there are people out there who can do it way better. Jared chats with Margaret Burke about how outsourcing law firm management can save you time and boost your revenue. This time on the Rump Roast, Jared quizzes Margaret on the surprisingly dark endings of a variety of classic fairy tales. And, if you haven’t watche...

Hey, that law firm you own is an asset! A whole lot of lawyers don’t fully realize the value of their legal practice, but there are willing buyers out there, and keeping a future sale in mind should be part of your succession plan. Jared gets the skinny on brokering law firm sales from Jeremy Poock of Senior Attorney Match. Later, the guys play “The Cost is Correct!” Jared presents products from t...

No one likes change, but your law firm will be more profitable and organized if you keep up with the latest tools for streamlining workflows. Jared talks with Marisa Portuondo about her expertise in helping lawyers prioritize efficiency and thrive in legal practice. Later, Marisa sticks around for the Rump Roast! In Jared’s latest game, “Shit Miamians Say,” Marisa gives an insider’s perspective on...

Efficient back-and-forth communication in law firms has always been a necessity, but it’s not always easy to do it well. Finding the right collaboration tech is a critical step in modern law firms, so Jared talks with Ryan Anderson of Filevine about the unique needs of lawyers and the future of documents and communication in legal practice, including upcoming .vine. Later on in the Rump Roast, Jar...

Many business leaders are mis-educated about what diversity is, and, as such, lack the ability to support it in their organizations. Jared brings on diversity coach Dr. James Rodgers to learn about his research and training strategies for effectively managing diversity in business, with particular tips for lawyers and law firms. On an all-new Rump Roast, Jared introduces the Legal Toolkit Law Revi...

People have been alternately ticked, thrilled, and confused since the Biden Administration rolled out its loan forgiveness program. So, what’s the deal? Jared gets insights from student loan lawyer Adam Minsky on the many moving parts of this program, who qualifies/how to apply, and the program’s current hold due to legal challenges under consideration in a federal appeals court. In the Rump Roast...

Easy math: if you can get through more work, more quickly, you’ll make more money. And document assembly software can help you do it! Jared Correia talks with Tony Thai and Ashley Carlisle on how to put document assembly tech to work in your law firm. It’s trivia time on the Rump Roast. Jared quizzes Tony and Ashley on famous and/or obscure documents in a new game called “Documentary History.” And...

A lot of law firm intake processes are a bit painful to look at, if we’re honest, but they don’t have to be! Jared and guest McKay Ferrell share how a little tracking and better workflows can make your intake as smooth as butter. In lieu of a Rump Roast grilling, Jared delves into McKay’s passion for craft brewing, learning about hybrid IPAs and what led him into the seemingly saturated world of b...

The legal tech space has been abuzz since LawPay’s acquisition of MyCase, so what’s the latest with this development? Jared goes to the source and talks with Dru Armstrong, CEO of LawPay, on the deep integrations the acquisition promises to bring about to better serve the unique needs of law firms. Later on in the Rump Roast Jared puts Dru through a challenging game of “What Would Florida Man Do?:...

Every bar association is unique, so there’s a whole lot we can learn from each other. Jared chats with Julie Armstrong, executive director at the Indianapolis Bar Association, about the importance of being a culturally aware and forward-thinking organization. Julie shares their approach to strategic planning and discusses how new programs are developed by talking with members and non-members alike...

When new work comes into your law firm, whose desk should it land on? Oftentimes, the workload falls too heavily on a few, rather than being balanced amongst firm members. Jared brings on Dov Slansky to talk us through operational structure and how adaptable technology can help workloads in your law firm get pushed through to the right people. Also–calling out the movie industry here–you’ve been f...

A real shocker, we know, but many law firms are still struggling with efficiency. Surely you’re not among them… ahem… but, just in case, Jared welcomes Larry Port and Dave Maxfield, authors of The Lean Law Firm and its accompanying training course, to help lawyers understand how to streamline processes and increase profitability.  And, the term ‘fee agreement’ really doesn’t cut it, so Jared’s her...

Employers have experienced massive shifts in hiring practices the past few pandemic-affected years, and those who leaned into hybrid/remote work scooped up quality talent left and right. But, nowadays, law firms are discovering that new talent is harder and harder to find. It seems that strategic planning and a flexible mindset are key in our current hiring market, so Jared brings on Anna Saunders...

Being so weird, so unique, so nerdy, and so “you” CAN actually be the foundation of your business plan. Jared talks with Mike Whelan about the ins and outs of using personality-driven content creation to grow your law firm. Worried that you don’t have a personality? Well, don’t worry–you do! Mike offers tons of insights on recognizing your strengths, translating them into content ideas, and using...

Continuing legal education was slowly moving online even before COVID-19 hit, but nowadays, online, in-person, and hybrid CLE programs are all just part of the norm. Jared chats with Bruce Richard about what the post-pandemic CLE experience is like for attendees and the benefits of becoming a CLE speaker. Later, they guys play Jared’s latest game – “Course Correction!” Jared gives both real and fa...

The way we see it, you’re either ghosting your clients on purpose (for shame!), or you’re just super busy like every lawyer, ever, and don’t know how to keep everybody in the loop (okay, we get that). So, Jared Correia and Matt McClellan talk tips for boosting your communications and helping your clients get the love, appreciation, and case updates they deserve. Then – yay! – more Florida Man shen...

Yes, that Margaret Atwood—famous author of “The Handmaid’s Tale” and tons more, is really here on The Legal Toolkit!  But first, Jared chats with Matthew Gibson about how innovations involving video, audio and LongPen robotic pens are giving e-signatures the ability to truly meet legal standards worldwide. Later, Jared gets to talk with Margaret Atwood, the inventor of the LongPen, about the devel...

Half-assed marketing plans not really working for you? Jared’s got Cady Darago here to nudge (or shove, nicely, if needed) you in the direction you actually need to go. They chat about effective, fun approaches to marketing your law firm, customizing plans for a niche practice, and how CRM software will seriously change your life for the better. Then, Jared has come up with yet another new game: “...

Jared chats with Lauren Fernandez about her experiences moving from a career as a practicing lawyer to a business owner and entrepreneur in the restaurant industry. For lawyers looking for a change, tune in for her tips on making the most of your skills to pursue new opportunities.  Then, Jared subjects Lauren to “The All-Out Artery Clogger,” where he tests Lauren’s knowledge of fast food menu ite...