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Helping Social Security Disability practices all over the United States become more successful & more profitable with marketing and law firm business systems. The Powerhouse Practice Podcast - SUPERCHARGING Your Social Security Disability Practice with Nancy L. Cavey.
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Pioneers and Pathfinders

Seyfarth Shaw LLP

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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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Are you familiar with Clio's Kanban-inspired feature, Clio Matter Stages? It’s been around for a while now, but as a Kanban enthusiast, I was eager to check it out at this year's Clio Cloud Conference. While it's certainly a step in the right direction and an interesting tool for Clio users, how does it measure up when it comes to implementing some…
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Our guest this week is a leading thinker on the application of generative AI in the legal profession. Dr. Megan Ma is the associate director of Stanford’s Law, Science, and Technology Program, as well as the Stanford Center for Legal Informatics—better known as CodeX. She also teaches courses in computational law and insurance tech. Dr. Ma has a ba…
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I’m a massive fan of Bottleneck Theory. This is the idea that you can make massive improvements to your legal workflows by finding and focusing on just one part of your overall system: the bottleneck. In this episode, I’m super excited to bring you an interview with The Bottleneck Guy himself, Clarke Ching. Tune in this week to explore where the bo…
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Today's guest is Ted Theodoropoulos, CEO of Infodash, a cloud-first legal intranet and extranet platform. Ted has over two decades of experience in the legal tech industry, having led the development and delivery of innovative solutions for law firms. Over the course of his career, he has worked as a database engineer at Microsoft, senior vice pres…
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Have you ever struggled with giving tough feedback to your team members? Do you find yourself resorting to the criticism sandwich approach, hoping to soften the blow by sandwiching negative comments between compliments? Tune in this week to discover why the criticism sandwich doesn’t work. I also discuss the importance of setting clear quality stan…
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Today's guest, Lourdes Fuentes, is the founder and CEO of Karta Legal, a legal operations and law firm management consulting firm dedicated to transforming law firms and legal departments through efficiency. Lourdes has over 30 years of experience in the legal field, focusing on insurance litigation, legal technology, and legal operations, among ma…
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Something I see with my lawyer clients is that they have so many different things on their plate that each piece of work looks like an object, like a static thing that we need to deal with, as opposed to a dynamic part of a bigger process. When you are overloaded, that is totally natural. But this phenomenon points to the importance of seeing work …
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This week, we’re speaking with Dr. Kirsten Davis of Stetson University College of Law. Dr. Davis began her legal career practicing in the areas of litigation, employment, and taxation. After a few years, she decided to pursue education, becoming a professor at the Sandra Day O’Connor College of Law at Arizona State University, where she focused on …
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Adding capacity to your law practice, whether through hiring new team members, outsourcing work, or using AI to help you with certain tasks does not always add up to overall workflow improvement. This can be really frustrating for law firm owners because you’ve spent time and money on these solutions, only for the work to continue getting stuck in …
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We're delighted to welcome back Bridget Mary McCormack, the former Chief Justice of the Michigan Supreme Court. She is currently president and CEO of the American Arbitration Association-International Centre for Dispute Resolution (AAA-ICDR), a nonprofit that provides arbitration and mediation services to individuals and organizations that wish to …
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Have you ever felt like certain tasks in your law practice are taking longer than they should? What if I told you that sometimes the key to efficiency is slowing down and working together? This is where a concept from the software development world called "paired programming" can help you create better outcomes in your legal practice. Tune in this …
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We’re joined today by Dan Rabinowitz, founder and CEO of Pre/Dicta, which offers litigators AI tools that can forecast litigation timelines and provide accurate predictions for outcomes of motions. Dan has had many different roles in his legal journey. He started as a litigator at Sidley Austin LLP, and later became a trial attorney at the US Depar…
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One common anti-pattern I run into in working with lawyers and law practices is people who are constantly looking for little efficiencies to try to improve particular parts of their practice or their legal workflow. But sometimes, finding those short-term efficiencies, even if they work in the short term, can actually cut against the long-term prod…
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In this week’s episode, we're speaking with a legal tech entrepreneur who operates at the intersection of generative AI and access to justice. Today's guest, Kara Peterson, is co-founder of descrybe.ai, a free legal research tool leveraging AI to make complex legal information more accessible to professionals and laypeople alike. For several years,…
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As professionals, it's easy to jump to conclusions about what clients need based on our experience and the patterns we see emerging. But in making these assumptions, are we missing a critical opportunity to truly connect with them by not taking the time to understand their individual motivations and worries? Tune in this week as I explore why givin…
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This week, we're joined by Brian Corbin, Vice President of Legal Solutions and Operational Excellence at QuisLex, an alternative legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal operations consulting. Brian started his career at the moment in time when t…
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As law practice owners, we can gain valuable insights by looking outside of the legal industry. Today, I'm excited to bring you an interview with Michael Clarke. Michael is the co-owner of the financial advisory firm Protection Point Advisors and co-author of the book A Firm Worth Building: Running a Better Professional Business. Tune in this week …
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As the summer comes to an end, many in the legal world will soon return to academic settings as students or as educators. So, this week, we wanted to look back on a wonderful discussion we had with Andrew Perlman, Dean at Suffolk University Law School. In this episode, Dean Perlman spoke about his various roles as a leader in the legal industry, an…
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Are you a struggling solo attorney trying to get more clients in the door? Before you turn to an expensive technology solution, it's important to take a step back and fully understand the nature of the problem you're trying to solve in your law practice. I'm all for utilizing tech, but it's dangerous to imbue technology with too many magical proper…
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Today we’re replaying our episode with Ilona Logvinova. When we spoke with Ilona, she was managing counsel for McKinsey Digital and Head of Innovation for McKinsey Legal. Since then, she has become director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP. In our discussion, Ilona talked about her unique role at McKinsey, reimagining …
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Do you feel like you're stuck on the hamster wheel of your law practice, constantly working on being more productive as an individual, but never getting ahead? It's time to explore how shifting your mindset from individual excellence to team excellence can help you break free and build a thriving, sustainable firm. Tune in this week to discover cri…
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Last week, our virtual roundtable series returned with a fourth installment focusing on the company boardroom and how boards of directors can successfully navigate the high-stakes leadership decisions that are emerging with the rise of generative AI. Our panelists—Marissa Geist, Chief Executive Officer at Cielo Talent; Camille Olson, Partner at Sey…
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Engaging your team around process improvement is a vital part of successfully implementing changes in the way you work in your law practice. When everyone is on the same page, working toward the same goals while you empower each member of your team to demonstrate leadership in their field of expertise, process improvement becomes an easier proposit…
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Are you struggling to keep up with your law practice workload, like there's never enough time to get everything done? You may be operating at or over your practice's ideal effective capacity, meaning just one or two small tasks added to your team's workload could potentially grind everything to a halt. In this episode, you'll discover the three key…
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Today we welcome back to the podcast Jacqueline Schafer, founder and CEO of Clearbrief. Jacqueline is an entrepreneur who previously worked as a Paul Weiss litigator, in-house counsel, and assistant attorney general. Clearbrief is a legal tech company with the goal of transforming the legal writing process. Last year, the company launched its own s…
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A common piece of conventional wisdom around how law firms prioritize their work is that they should organize everything around deadlines and due dates. While deadline-driven prioritization does have a place, it's my experience that there's a better technique that law firms should be adopting as their default prioritization method: first-in first-o…
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This week, we welcome Kimberly Fine and Neil Handwerker, co-founders of ex judicata, an organization which helps lawyers seeking new careers in other fields. Neil started as a law firm associate, but soon left practice to pursue business. Prior to developing ex judicata, he worked in legal recruiting for 15 years, placing partners and associates in…
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Why is the concept of "start with what you do now" crucial for creating meaningful and durable change in your law practice? This principle helps you understand your current processes and the people involved in them, recognizing why you are where you are, so you can make more informed decisions about how to move forward. Tune in this week for a dive…
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Today we're joined by a true pioneer in the legal profession: Sanjay Kamlani, founder and CEO of Maker5, a law firm innovation advisory and software development services business that also builds new legal industry startups through its venture studio. Sanjay started his career as an international tax lawyer at PricewaterhouseCoopers (PwC), focusing…
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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Keith Maziarek joins us on the podcast today. Keith is Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Keith entered the legal world as a Marketing and Communications Manager at the ABA, where he learned about working with lawyers, as well as the business side of the industry. He later went on to serve as a business deve…
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Visualizing your work on a Kanban Board can be a life-changing improvement to your and your team's overall productivity. But adopting the board as a tool and the Kanban method more broadly can be a little uncomfortable at first, especially when you see all of your to-dos laid out in one place. So, how do you stick with change, like using a Kanban B…
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In honor of Independence Day, we're revisiting our discussion with Cindy Cohn, executive director at the Electronic Frontier Foundation (EFF). For many years, Cindy has been a champion for civil liberties in the digital space. In our conversation, she spoke about the EFF's history and mission, as well as the human rights issues she focuses on today…
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The lawyer shortage is a complex issue with multiple factors at play, but the impacts are becoming apparent everywhere, from the public defender crisis to the civil access to justice gap, to the fierce competition for hiring and retaining mid-career associates. But what are the roots of this lawyer shortage? Tune in this week to discover what I bel…
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Today’s episode is part two of our conversation with Steve Harmon, chief operating officer and general counsel at Elevate. Last week, Steve spoke with us about why he decided to become a lawyer, his insights on the business of law, working in Cisco’s legal department, and how he co-founded CLOC.In the second half of our discussion, we talk to Steve…
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I've spoken before about the importance of making policies explicit. But what does it mean to draft an effective policy in your law firm? Tune in this week to discover what I believe are the elements that comprise a good policy, and learn how to get your team on board in implementing your policies. I share a template for writing effective policies …
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One of the features of modern business is that there's tons of pressure to grow, scale, and do more with less. Lawyers and their teams aren't exempt from this expectation. It makes sense to leverage our resources and our impact. However, growth for the sake of growth isn't necessarily the healthiest approach for your business, or for the people in …
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In this week’s episode, we speak with Steve Harmon, chief operating officer and general counsel at Elevate, a company that provides software and services for the intersection of business and law. Like many of our guests, Steve has had an unconventional—but truly fascinating—career path. While attending undergrad at BYU, he and some of his classmate…
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In past episodes, I’ve talked in detail about individual practices and how the Kanban method has upleveled them, and today’s show provides living proof. That’s because I’m talking with two clients of mine, Jess Birkin and Megan Heitkamp, of the Birkin Law Office, about the start of their practice and how they’ve transformed their business with syst…
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Today we're joined by Carolyn Elefant, a change-maker in energy and environmental justice law specifically, as well as the legal profession generally. Carolyn is an attorney and an author, blogger, and legal innovation influencer at MyShingle.com. She started as a lawyer at the Federal Energy Regulatory Commission (FERC). After working in a law fir…
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Have you ever put a ton of time and attention into a piece of legal work only to realize that it's not quite hitting the mark for your client? Or maybe you've delivered a technically flawless document, but your client’s just sort of “meh” about the whole thing, like they just don't seem to be satisfied? Tune in this week to discover how the Fit for…
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Our guest today is Stephen Allen, a leading market expert and innovator in the legal world. Among his many roles, Stephen is EMEA Lead at Lotis Blue Consulting, which utilizes data and behavioral science to help companies with their growth and transformation. Stephen is also Chief Scout at Trampelpfad, which delivers innovative, established paths t…
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Most lawyers think of their intake form as something that they need to send to the client so they can get the information they need to actually do the legal work their client requires. But what if we shifted the perspective and instead asked the question, "What is the job that my client is hiring my intake form to do?" Tune in this week to gain a d…
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Today we welcome a true pioneer and one of the first legal operations professionals in the industry, Connie Brenton. Connie is CEO and founder of LegalOps.com—a community bringing together the legal ecosystem to drive competitive advantage. She has over 20 years of expertise and innovation experience in the industry, building community, and driving…
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As you work to meet the high standards you set for yourself, it can become impossible to get tasks all the way through to done. However, in today's episode, I'm bringing you a framework that will help counterbalance your natural tendency to overbuild in the early stages of developing a process or product, so you can ultimately land on a higher-qual…
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Our guest today is a prolific connector and skilled executive coach in the legal industry. David Cowen is the founder and president of The Cowen Group and founder of the Summit on Legal Innovation and Disruption (SOLID). David started in staffing and recruiting, where he learned more about the art of making connections. Years later, as the demand f…
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You've heard me talk about the individual practices and concepts from the Kanban method, but today's episode is an exciting opportunity for you to learn from one of my teachers in this world of Agile, Kanban, and Lean: Tim Lennon. Tim shares his experiences using and teaching the core practices of the Kanban method (like making work visible, limiti…
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Today we're joined by Kris Niedringhaus of Georgia State University College of Law. Kris has a few roles at the law school: associate dean for Library, Information Services, Legal Tech & Innovation; faculty director of the Legal Analytics & Innovation Initiative; and clinical professor of law. For over two decades, she has been a law librarian and …
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Handing off work, especially multiple back-and-forth handoffs, can be a huge source of delay and rework in your law practice. Tune in this week to discover how to be more effective when handing off work in your legal practice, minimizing the negative effects of ineffective handoffs. Rework is a harmful form of waste in your practice, so you’ll lear…
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This week, we welcome Leah Molatseli, founder of Contract Alchemists, a company with the goal of modernizing legal teams through legal operations, agile methodologies, and technology. Leah has over 10 years of experience in the legal field, and has a certificate in Entrepreneurship and Innovation from the University of Notre Dame. After practicing …
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