The Agile Attorney podcast

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المحتوى المقدم من John E. Grant. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة John E. Grant أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Bridechilla - Wedding Planning Podcast

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444- Eloping is Fun with Jenny Mac 1:06:22

منذ 34 weeks1:06:22

التشغيل لاحقا

قوائم

إعجاب

احب

1:06:22

Want to ditch the big wedding and elope? This episode's for you! Jenny Mac, creator of New York City-based Eloping is Fun, joins us this week to chat about the next steps after deciding to elope, as well as the creative ways couples are balancing traditions with a more intimate elopement or micro-wedding. Find Eloping is Fun on Instagram at @elopingisfun and their website elopingisfun.com Visit thebridechilla.com for all the latest news! BriteCo: Modern Insurance for Modern Milestones. Visit brite.co/bridechilla/ for a fast, free quote today and unlock peace of mind knowing you're covered. Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Agile Attorney Podcast

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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 delivery bottlenecks, visit https://agileattorney.com. This is the show for you if you find yourself asking questions like: -How can I make my law practice more efficient? -What is the best way to implement legal project management in my legal workflow? -How can I best leverage technology to improve my legal workflows? -What is the best way to transition my practice to flat fees or other alternative billing structures? -How can I get my legal team to perform better? -How can I better build productized legal services? -What is the best way to increase law firm revenue without adding headcount?

99 حلقات

#MBA #Business #John E. Grant #Attorney #Legalmarketing #Legaloperations #Agile #DesignThinkers #Kanban #Lean #Legal #Legaladministrator #Legaladminlawyer #Legalassistant #Paralegal #Scrum #Podcasting Education

The Agile Attorney Podcast

updated منذ 7 أيام

منزل السلاسل•Feed

99 حلقات

All episodes

1
093. Legal Document Automation: Building Productized Legal Services with Laura Patton 39:34

منذ 7 أيام39:34

39:34

Life can change in an instant. For attorney Laura Patton, that moment came when her college-age son landed in the emergency room, and she discovered that without proper legal documents, she couldn't even speak to his doctor about his condition. By combining her decades of estate planning experience with open-source document automation tools, Laura created a scalable, affordable solution that protects families while preserving the personal connection at the heart of her practice. In this episode, Laura shares how thoughtful use of document automation can expand access to justice, improve efficiency, and strengthen client relationships. You'll learn how lawyers can identify opportunities to systematize repetitive work, build productized legal services, and design innovative, human-centered solutions for modern legal practice. Get full show notes, transcript, and more information here: agileattorney.com/93 Take your law practice from overwhelmed to optimized with Greenline Legal Follow along on LinkedIn: linkedin.com/in/johnegrant…

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092. Essential Skills to Build a Successful and Profitable Law Practice 18:45

منذ 14 يومًا18:45

18:45

Building a new law practice requires confronting the reality of what actually works, not just what should work in theory. The natural tendency for lawyers starting something new is to perfect every system and procedure before launching, but this perfectionist approach often becomes the very thing that prevents real progress. This week, I'm breaking down why the essential skill for new legal business owners isn't doing the legal work, it's getting the work. Drawing from a recent consultation with an attorney who wanted to dial in all their systems before ramping up their practice, I explain why this cart-before-the-horse approach misses what really matters. Get full show notes, transcript, and more information here: agileattorney.com/92 Take your law practice from overwhelmed to optimized with Greenline Legal Follow along on LinkedIn: linkedin.com/in/johnegrant…

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091. Broken Systems, Not Bad People: How Blame Breaks Your Law Practice 18:38

منذ 21 يومًا18:38

18:38

When someone on your team drops the ball or a client misses a deadline, it's tempting to write them off as disorganized or unmotivated. This snap judgment feels natural - after all, if they cared enough, they'd follow through, right? In today's episode, I'm unpacking the fundamental attribution error - a cognitive bias that makes us blame people's character instead of examining the broken systems they're working within. I'll show you how well-designed workflows can transform your team's performance and why investing in better systems beats endless hiring cycles every time. Get full show notes, transcript, and more information here: agileattorney.com/91 Take your law practice from overwhelmed to optimized with Greenline Legal Follow along on LinkedIn: linkedin.com/in/johnegrant…

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090. Stop Writing Policies and Start Creating Working Agreements with Tim Lennon 42:45

منذ 28 يومًا42:45

42:45

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089. The Four Ds of Productivity: Removing Bottlenecks & Managing Capacity 25:41

منذ 5 weeks25:41

25:41

The Four Ds of productivity (do it, delegate it, defer it, or drop it) show up everywhere in productivity advice. Yet most of us default to the same two options over and over, creating bottlenecks and stress rather than solving our capacity problems. In this episode, I break down why only two of the Four Ds are reliably good options for managing your law practice workload. I explain the hidden pitfalls of delegation, including why delegated work often creates more quality assurance headaches than it solves, and why deferring work is really just delegating to an unreliable resource called "future you." Get full show notes, transcript, and more information here: agileattorney.com/89 Get the 5-day Agile Attorney Boot Camp here: agileattorney.com/resources Join me on Bluesky: bsky.app/profile/agileattorney.com Follow me on LinkedIn: www.linkedin.com/in/johnegrant/…

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088. Why This Firm Stopped Chasing Clients- and Got More Done 29:24

منذ 6 weeks29:24

29:24

Managing a law firm’s workflow can be tricky, especially when you’re juggling a long list of active matters and chasing unresponsive clients. In this episode, I’ll share how one firm, after years of using Kanban, finally broke through the delivery bottleneck with a simple but powerful shift in their approach. You'll hear the key changes they made that allowed them to close 40 matters in one month, even in what’s usually their slowest season. Tune in to discover how simplifying your systems, setting clear client expectations, and focusing on the work that matters most can unlock new levels of productivity and capacity for your practice. Get full show notes, transcript, and more information here: agileattorney.com/88 Get the 5-day Agile Attorney Boot Camp here: agileattorney.com/resources Join me on Bluesky: bsky.app/profile/agileattorney.com Follow me on LinkedIn: www.linkedin.com/in/johnegrant/…

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087. Change Management for Law Firms: How to Engage Your Team from Day One 17:26

منذ 7 weeks17:26

17:26

When you introduce new processes in your law firm, you're asking your team to rethink how they get things done, and that’s a bigger challenge than most realize. In this episode, I explore why the usual approach to change management often misses the mark in law firms. I also discuss why involving your team from the start is critical to getting real buy-in. This approach might take a little longer upfront, but it pays off when it comes to actually implementing the changes you need. Get full show notes, transcript, and more information here: https://www.agileattorney.com/87…

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086. From Chaos to Consistency: Lessons from a Decade of Agile Lawyering with Jeff De Francisco 39:15

منذ 8 weeks39:15

39:15

When Jeff De Francisco noticed his less tech-savvy colleagues billing more hours for the same estate planning work, he uncovered an injustice that would reshape his entire practice. The disparity wasn't about knowledge or skill. It was about efficiency, and the billable hour was punishing him for being good at his job. In this episode, I sit down with Jeff, a long-time client and now business partner, to explore his decade-long journey with Agile practices. You’ll also hear lessons from Jeff’s journey that you can apply to your own law practice - and get a peek at how tools like Greenline Legal can support your systems along the way. Get full show notes, transcript, and more information here: https://www.agileattorney.com/86…

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085. Make Work Visible: Using Kanban Boards To Manage Your Law Firm’s Capacity 24:53

منذ 9 weeks24:53

24:53

Knowledge work hides in ways that physical work never could. That invisibility creates a dangerous pattern: you say yes to one more matter and before you know it, your entire team operates beyond capacity. In this episode, I use real examples from law firms using Kanban boards to demonstrate how making your work visible can fundamentally change how your team coordinates, communicates, and makes decisions about your capacity. Get full show notes, transcript, and more information here: https://www.agileattorney.com/85…

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084. Technical Debt in Law Firms: How Small Shortcuts Create Big Problems 14:45

منذ 10 weeks14:45

14:45

In this episode, I’m diving into a concept that may be quietly hindering your practice: technical debt. In short, technical debt occurs when you take shortcuts to save time, but they end up costing you more in the long run. I’ll walk you through how technical debt shows up in your firm and why tackling this issue head-on is crucial to prevent burnout and boost your firm’s overall productivity. I’ll also share practical steps you can take to begin addressing your firm’s technical debt. Get full show notes, transcript, and more information here: https://www.agileattorney.com/84…

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083. Delivery Debt is as Bad as Financial Debt, and Your Law Practice May Be Drowning in It 24:36

منذ 11 weeks24:36

24:36

In this episode, I’m revisiting the concept of delivery debt: the promises you’ve made that remain unfulfilled. Just like financial debt, taking on too much delivery debt can snowball and overwhelm your firm. And it’s not just about the practical cost; it’s also psychological. The mental load of these unfinished commitments affects your focus, your decision-making, and ultimately, your practice’s efficiency. I’ll share practical steps to help you clear delivery debt by addressing unfulfilled commitments that are draining your capacity. You’ll also learn how to prioritize your existing work and make intentional decisions about what to let go of to protect your firm’s ability to take on the right cases. This approach will give you the tools to balance your commitments with your firm’s capacity, allowing you to avoid overwhelm and be more proactive as you head into the busy fall season. Get full show notes, transcript, and more information here: https://www.agileattorney.com/83…

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082. The Best Way to Word Your Checklists 8:44

منذ 12 weeks8:44

8:44

In law firms, a lot of time is wasted when work gets passed back and forth because the deliverables aren’t meeting the expected quality standards. This happens when tasks are considered “done,” but the results don’t meet the actual requirements or the unspoken expectations, causing frustration and delays. These unnecessary back-and-forths can grind your entire practice to a halt and create more stress than necessary. In this episode, I share a simple but powerful shift in how you write your policies and procedures that can dramatically improve the quality of work flowing through your firm. Instead of creating traditional to-do lists or recipe-style instructions, writing your checklists as "done lists" using past tense phrasing creates clarity and accountability. This approach transforms ambiguous task completion into definitive quality standards that everyone can understand and follow. Get full show notes, transcript, and more information here: https://www.agileattorney.com/82…

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081. Task Engines in Law: Why Some Cases Sabotage Your Firm’s Productivity 22:33

منذ 13 weeks22:33

22:33

Task engines are quietly draining your law practice's productivity right now. These hidden culprits show up as certain case types, jurisdictions, or even internal projects that generate a lot of tasks but little tangible progress or return. It’s something a litigation boutique in Oregon learned the hard way when a surge in Washington State cases almost derailed their entire operation. In this episode, I’m sharing how a firm with plenty of demand and a growing team found themselves in crisis mode due to task engines in disguise. I also walk through how the firm survived, learned valuable lessons about case selection, and took steps to improve their workflow. Discover how understanding the relative effort of different work types can help you build a more intentional, sustainable practice. Get full show notes, transcript, and more information here: https://www.agileattorney.com/81…

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080. AI for Legal Workflows: The Potential and the Pitfalls 31:26

منذ 14 weeks31:26

31:26

AI tools in legal workflows are making waves, but are they really the productivity boosters they’re cracked up to be? While these tools can help speed up certain tasks, like research and drafting, they can also introduce significant risks if we’re not careful. In this episode, I dive into the promise and pitfalls of AI task engines and automation tools in law practices. I'll also explain why more working time doesn’t always mean faster delivery, and how managing both working and waiting time is key to improving your firm’s overall efficiency. By the end, you’ll have a clearer understanding of how AI tools can be used effectively in your practice to optimize your firm’s overall process. Get full show notes, transcript, and more information here: https://www.agileattorney.com/80…

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079. Make Space Before September: A Call for Rest and Intention 20:11

منذ 15 weeks20:11

20:11

Summer brings its own pressures - family obligations, vacation planning, and the nagging feeling that your practice needs constant attention. The temptation to squeeze in work between beach trips or check emails during family gatherings can rob you of the very reset this season offers. In this episode, I'm exploring the importance of using summer as an intentional season of rest and reflection for your law practice. You'll discover practical strategies for disconnecting from work, like allowing yourself to be bored. Most importantly, you'll learn how to use this time to honestly assess your capacity and priorities. By the end, you'll have a clear framework for making summer work for you - not just as a break, but as a strategic investment in your practice's sustainability. Get full show notes, transcript, and more information here: https://www.agileattorney.com/79…

The Agile Attorney Podcast

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078. Build Financial Clarity into Your Law Firm with CFO Danielle Hendon 1:01:28

منذ 16 weeks1:01:28

1:01:28

Law firm owners often feel overwhelmed by their financial statements, staring at QuickBooks reports that seem to tell only half the story. The disconnect between having financial data and understanding what it means for strategic decision-making creates unnecessary anxiety and missed opportunities. In this episode, I'm talking with Danielle Hendon, a fractional CFO who specializes in helping law firms transform their relationship with their finances. We explore how to structure your revenue streams and expenses to understand which practice areas are truly profitable, why treating all costs the same way obscures important business decisions, and how budgeting becomes a strategic tool rather than an annual exercise you dread. Get full show notes, transcript, and more information here: https://www.agileattorney.com/78…

The Agile Attorney Podcast

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077. The BEST System for Managing Legal Work: Kanban for Lawyers Part 3 38:40

منذ 17 weeks38:40

38:40

Legal teams face a unique challenge that factory floors and software developers rarely encounter: managing dozens of active matters simultaneously while dealing with constant interruptions from clients, opposing counsel, and courts. You're juggling multiple cases, each with its own timeline, dependencies, and unpredictable external factors that can derail your best-laid plans. In this episode, I dive into why the Kanban method is the best-fit system for that reality, and how it helps legal teams reduce overwhelm, spot bottlenecks, and manage work more intentionally. If your team is stuck in reactive mode, tune in to hear how Kanban gives you a practical path forward. Get full show notes, transcript, and more information here: https://www.agileattorney.com/77…

The Agile Attorney Podcast

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076. How Scrum Lessons Can Improve Your Law Practice: Kanban for Lawyers Part 2 37:36

منذ 18 weeks37:36

37:36

Back in the early 2000s, software teams started embracing a new way of working that turned conventional project management on its head. Instead of trying to define everything up front and push massive projects toward a distant deadline, they asked a different question: what’s the most valuable work we can deliver in the next two weeks? That question gave rise to Scrum—a system built on fixed time, cross-functional teams, and fast feedback. And while it started in software, the lessons apply just as powerfully to legal work. Tune in to hear how you can apply these principles to your practice—especially around prioritization, workflow design, and respecting your finite capacity—so that you’re working smarter, not just harder. Get full show notes, transcript, and more information here: https://www.agileattorney.com/76…

The Agile Attorney Podcast

1
075. Legal Workflow Lessons from the Factory Floor: Kanban for Lawyers Part 1 40:06

منذ 19 weeks40:06

40:06

A Japanese automobile factory floor in the 1950s might seem worlds away from your law office, but the visual management systems that transformed Toyota's manufacturing process hold powerful lessons for modern legal practice. The same principles that helped Toyota become a global automotive giant can help you create smoother workflows, reduce overwhelm, and deliver more predictable outcomes for your clients. In this episode, I explore the origins of the Kanban method and why visual systems are so effective for managing work. I trace the journey from physical cards on factory floors to the digital Kanban boards that software developers adopted in the late 1990s, and explain why these same tools are perfectly suited for legal work. Get full show notes, transcript, and more information here: https://www.agileattorney.com/75…

The Agile Attorney Podcast

1
074. Using Kanban to Manage Capacity 28:59

منذ 20 weeks28:59

28:59

In law firms across the country, I'm seeing a concerning pattern emerge when one attorney adopts Kanban and Agile methods while their partner - often from an older generation of lawyers - resists these systematic approaches. This clash of perspectives frequently pushes teams back into overload and burnout. This week, I explore how this capacity tension manifests in law firms, particularly during succession planning. I share specific strategies for implementing personal Kanban systems to manage competing demands and discuss the critical difference between basic Kanban board interfaces and true Kanban methodology tools designed to support sustainable legal practice management. Get full show notes, transcript, and more information here: https://www.agileattorney.com/74…

The Agile Attorney Podcast

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073. Don't Let Magical AI Thinking Cloud Your Sense of Capacity 22:31

منذ 21 weeks22:31

22:31

A concerning trend I've noticed both in my own practice and among my clients is that the rise of AI technology is making it harder to accurately assess our true capacity. Between constant marketing messages and the promise of enhanced productivity through AI tools, many of us are failing to gauge our own capacity and falling into the trap of overcommitting. The legal tech landscape is evolving rapidly, and technology companies are using sophisticated attention-hacking techniques to convince us their products are essential. Without clear goals and strategies in place, we become more susceptible to these marketing messages and risk adopting tools that don't actually serve our practice needs. In this episode, I explore how to maintain an honest assessment of capacity while embracing new technology and the problem with chasing every new technological promise. I share my personal experience with AI tools leading to overcommitment, and discuss the importance of using systems like Kanban boards to track capacity objectively. Get full show notes, transcript and more information here: https://www.agileattorney.com/73…

The Agile Attorney Podcast

1
072. The Hidden Dangers of Overcapacity 32:15

منذ 22 weeks32:15

32:15

We don’t talk about overcapacity enough in legal practice, especially not the hidden ways it erodes performance, burns out your team, and stalls your cases. In this episode, I take a closer look at what really happens when you’re operating beyond your firm’s functional capacity. From unnecessary administrative overhead to frustrated clients and cherry-picked tasks, the ripple effects of overload are costing you more than you think. If your firm is feeling stretched, stuck, or constantly in firefighting mode, this episode will help you understand why. Get full show notes, transcript, and more information here: https://www.agileattorney.com/72…

The Agile Attorney Podcast

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071. How Trauma Informed Lawyering Helps Avoid Burnout with Dr. Colin James 59:05

منذ 23 weeks59:05

59:05

The impact of trauma in legal practice extends far beyond individual client interactions. From law school through retirement, lawyers face unique psychological challenges that can fundamentally alter their personalities, relationships, and effectiveness as advocates. Dr. Colin James, author of "Vicarious Trauma and Burnout in Law," brings decades of experience as a senior lecturer of law and researcher to examine how trauma theory applies to legal practice. Through exploring concepts like vicarious trauma, compassion fatigue, and post-traumatic growth, this conversation illuminates practical ways that individual practitioners and organizations can build more trauma-informed approaches. Get full show notes, transcript, and more information here: https://www.agileattorney.com/71 For Oregon Attorneys, you can claim CLE credit under the "Mental Health & Substance Abuse" requirement. Just go to yourt Oregon Bar MCLE Dashboard, select "Accredited Group Course," enter MCLE ID 122717 in the search field. For attorneys in other jurisdictions, you may be able to claim CLE credit using the following steps: Check your state’s CLE rules to see if they accept credit from Oregon-accredited programs. Many do, especially for courses taken out of state. Confirm if your jurisdiction allows on-demand (pre-recorded) courses and whether there are any limits or special requirements. Search for the Oregon accreditation info at www.osbar.org using the approved course title (Trauma Informed Lawyering with Dr. Colin James) or the application ID 122717 . Document the number and type of credits approved by Oregon (e.g., general, ethics) and whether the course is listed as recorded. Self-report the credit to your state bar using their required process, and retain documentation in case of audit.…

The Agile Attorney Podcast

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070. Profit First for Lawyers: A Conversation with RJon Robins 51:45

منذ 24 weeks51:45

51:45

Is your law practice truly profitable? Not just cash-flow positive, but actually generating the kind of profit that allows you to serve your clients well, take care of your team, and live the life you want? In this episode, I dive deep into the critical topic of law firm profitability with RJon Robins, founder of How to Manage a Small Law Firm and author of Profit First for Lawyers. We explore why so many lawyers struggle with profitability, how to properly calculate your cost of goods sold, and why understanding the difference between static and dynamic overhead can transform your practice. While RJon and I have different communication styles, we align on the core principle: putting profit first isn't selfish—it's essential for creating a sustainable practice that truly serves everyone involved. Get full show notes, transcript, and more information here: https://www.agileattorney.com/70…

The Agile Attorney Podcast

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069. Document Automation Secrets for Small Law Firms with Quinten Steenhuis 46:19

منذ 25 weeks46:19

46:19

If you've ever tried to turn one of your documents or templates into something repeatable, you probably already know it is harder than it looks. Whether you're looking to streamline routine documents or create client-facing tools, this week's conversation will help you find the most effective and straightforward solution for your needs. I'm joined by Quinten Steenhuis, co-director of the Legal Innovation and Technology Lab at Suffolk Law School and owner of Lemma Consulting. His work with the Document Assembly Line project during the pandemic revolutionized access to justice when courts physically closed but legal needs remained urgent. We explore the intersection of document automation, generative AI, and legal practice, uncovering practical insights for firms of all sizes. Get full show notes, transcript, and more information here: https://www.agileattorney.com/69…

The Agile Attorney Podcast

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068. Adaptability by Design: Building Law Practices That Respond to Change 28:52

منذ 26 weeks28:52

28:52

It’s easy to say lawyers need to “be more adaptable” in today’s shifting tech and economic climate, but real adaptability isn’t about working harder or reacting faster. It’s about responding intelligently to change by staying grounded in your mission, your goals, and the strategies that support them. In this episode, I break down what intentional adaptability looks like in practice, and how clarity at the strategic level helps you navigate complexity without losing your footing. I share how to make better tech decisions and future-proof your practice without sacrificing what matters most: delivering real results to your clients. Get full show notes, transcript, and more information here: https://www.agileattorney.com/68…

The Agile Attorney Podcast

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067. AI & Legal Writing: How to Use It Effectively with Jonah Perlin 45:05

منذ 27 weeks45:05

45:05

What makes legal writing truly effective? It's not just about knowing the law—it's about knowing how to communicate it. In this episode, I'm joined by Professor Jonah Perlin from Georgetown Law School, where he teaches first-year legal practice and advanced legal writing courses. We explore how the process of putting ideas into words -wrestling with language and structure- is actually the path to stronger analysis and deeper understanding, and the role AI has in effective legal writing. We discuss the importance of feedback in legal education and practice, and how both giving and receiving feedback effectively is a skill that needs to be developed. Get full show notes, transcript, and more information here: https://www.agileattorney.com/67…

The Agile Attorney Podcast

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066. Build a Law Practice that Reflects Your Values, with Carolyn Elefant 49:17

منذ 28 weeks49:17

49:17

There has never been a better time in the history of lawyers to start your own law practice. The tools, know-how, and access to support are better than ever before, and they keep improving every day. Whether you're facing job uncertainty, working at a firm with values that don't align with yours, or simply tired of working for someone else, going solo might be the best career move you can make. This week, I'm joined by Carolyn Elefant, the brains behind myshingle.com and the author of "Solo by Choice," the go-to guidebook for creating a startup law practice that aligns with your values and serves your life. Carolyn shares insights on how to overcome common obstacles, build a client base through relationship marketing, and structure your day for maximum productivity. Get full show notes, transcript, and more information here: https://www.agileattorney.com/66…

The Agile Attorney Podcast

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065. Scale Your Practice with a Mesh Management Approach 23:46

منذ 29 weeks23:46

23:46

Most law firms start by building support structures around the expert (you), but eventually hit a ceiling where growth becomes limited by your personal capacity. No matter how efficient your team becomes at supporting you, the system can only move as fast as you can. In this episode, I explore how to transform your practice from an expert-dependent model to a resilient mesh system where quality standards are embedded in your processes and your team is empowered to make decisions without constant oversight. The result? A practice that can scale far beyond your personal limitations while maintaining the quality your clients expect. Get full show notes, transcript, and more information here: https://www.agileattorney.com/65…

The Agile Attorney Podcast

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064. The Dental Chair Theory of Lawyering 29:29

منذ 30 weeks29:29

29:29

Ever feel like you're constantly juggling multiple client matters at once, switching between tasks, and never fully focusing on any single piece of work? This scattered way of working is more detrimental to your practice than you realize. One incredibly effective solution to this problem is understanding what call The Dental Chair Theory of Lawyering, and I'm explaining it in today's episode. This approach not only improves the quality of your work but also enhances the client experience and ultimately leads to a more efficient, less stressful practice. Get full show notes, transcript, and more information here: https://www.agileattorney.com/64…

The Agile Attorney Podcast

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063. Legal Automation Pitfalls: Are You Meeting Client Needs? 33:22

منذ 31 weeks33:22

33:22

Is your law practice suffering from too much automation? Today, I'm sharing how to recognize when automation is hurting rather than helping your practice. I'll explain why efficiency should never be your primary goal, how to avoid the "transactional trap" that alienates clients, and most importantly, how to design automations that enhance rather than replace the human elements of your practice. By keeping both client and team needs at the center of your automation strategy, you can create systems that truly deliver better outcomes for everyone involved. Get full show notes, transcript, and more information here: https://www.agileattorney.com/63…

The Agile Attorney Podcast

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062. Delegation Pitfalls: When Legal Work Goes Too Deep or Too Wide 27:39

منذ 32 weeks27:39

27:39

Have you ever delegated legal work to a colleague, only to get back something that completely misses the mark? Maybe they dove way too deep into the weeds, or perhaps they barely scratched the surface of what you needed. As a lawyer, calibrating expectations when delegating tasks can be a constant challenge. In this episode, I tackle a listener question about managing the extremes when delegating legal work. What do you do when you've got a true "lawyer's lawyer" on your team who loves to explore every rabbit hole? And how do you handle a junior team member who doesn't yet have the context to know which path to take? Listen in to find out. Get full show notes, transcript, and more information here: https://www.agileattorney.com/62…

The Agile Attorney Podcast

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061. Delivering Your Legal Work: Direct Flight or Long Layover? 19:46

منذ 33 weeks19:46

19:46

Does your firm have legal matters that are endlessly dragging on, frustrating both you and your clients? It may seem like investing in the latest AI tools is the obvious next step to speed up your firm's delivery, but the real solution lies in managing the flow of work across your entire system. This week, I share three powerful strategies for reducing waiting time in your law practice. By implementing these techniques, you'll be able to deliver quality outcomes to your clients faster, improve their overall experience, and boost your firm's profitability and sustainability. Get full show notes, transcript, and more information here: https://www.agileattorney.com/61…

The Agile Attorney Podcast

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060. Practical Uses for Legal AI - No Hype, No Fear with Damien Riehl 47:35

منذ 34 weeks47:35

47:35

Have you been wondering how AI can help your law practice today? In this episode, I talk with Damien Riehl, a lawyer and legal technologist who has been at the forefront of AI in law for years. We skip past the usual AI ethics debates to focus on the most important question: how can small and mid-sized firms use AI right now to improve client service and profitability? Damien breaks down the core functions of lawyering - assessing risk, navigating complexity, and providing wise counsel - and explains how today's AI tools can enhance each one. Whether you're an AI skeptic or an enthusiastic early adopter, you won't want to miss Damien's practical, actionable insights on the tools that are already transforming law practice. Get full show notes, transcript, and more information here: https://www.agileattorney.com/60…

The Agile Attorney Podcast

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059. Stop Billing and Start Pricing with Jonathan Stark 45:03

منذ 35 weeks45:03

45:03

Are you tired of the billable hour grind? Do you feel like it's creating a constant conflict of interest between you and your clients? I'm thrilled to have Jonathan Stark back on the show to dive deep into alternatives to hourly billing. Jonathan is a former software developer turned consultant who has been on a mission to rid the world of hourly billing since 2006. He's the author of Hourly Billing Is Nuts and has helped countless professionals in various industries break free from the time-based pricing model. In this episode, we explore alternative pricing strategies, from fixed fees and productized services to value-based pricing and fractional engagements. If you're ready to stop billing and start pricing, this is the episode for you. Get full show notes, transcript, and more information here: https://www.agileattorney.com/59…

The Agile Attorney Podcast

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058. The Key to Happier Lawyering with Brita Long 47:55

منذ 36 weeks47:55

47:55

Are you drowning in an overwhelming caseload, struggling to keep up with the demands of clients and the court? This week, I speak with family law attorney and author Brita Long about how flat fee pricing can be a catalyst for creating a healthier, more balanced law practice. Whether you're curious about flat fees, feeling skeptical, or just looking for ways to achieve better balance in your practice, this conversation will give you a new perspective on an age-old problem in the legal profession. Get ready to challenge your assumptions and discover a path to becoming a happier attorney. Get full show notes, transcript, and more information here: https://www.agileattorney.com/58…

The Agile Attorney Podcast

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057. Is Your Engagement Agreement Scaring Your Clients? 32:28

منذ 37 weeks32:28

32:28

As attorneys, we often forget that our engagement letters occupy a unique space - they're not just contracts, but also the final step in our marketing cycle. So why do so many of these crucial documents end up feeling dense, overwhelming, and even off-putting to clients? Tune in this week to learn how to create engagement letters that not only protect your firm but also set the stage for a positive, productive attorney-client relationship. I share some simple, actionable ways to make your engagement letter a seamless, welcoming transition into the legal services you provide. Get full show notes, transcript, and more information here: https://www.agileattorney.com/57…

The Agile Attorney Podcast

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056. Less Is More: Why WIP Limits Boost Legal Productivity 26:23

منذ 38 weeks26:23

26:23

Do you find yourself juggling too many tasks at once, struggling to make meaningful progress on any of them? In this episode, I dive deep into one of the core practices of the Kanban method: limiting work in progress, or WIP. We'll explore how taking on too many concurrent tasks can wreak havoc on your brain, your client experience, and your ability to keep your commitments. I also provide you with several practical tools and strategies for setting WIP limits in your personal work and your practice as a whole. By the end of this episode, you'll have a clear roadmap for regaining control of your workload and consistently delivering your best work. Get full show notes, transcript, and more information here: https://www.agileattorney.com/56…

The Agile Attorney Podcast

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055. Fixing the Client Homework Bottleneck 35:31

منذ 39 weeks35:31

35:31

Do you dread assigning client homework, knowing it will likely stall your case for weeks or even months? Chasing down questionnaires and documents from clients can feel like a never-ending battle, leaving you frustrated and resentful. After years of working with law firms to improve their workflows, I've discovered that the client homework bottleneck isn't actually about the clients - it's about how we structure and support the assignments. In this episode, I'm sharing my proven six-part framework for optimizing client homework. Tune in because these techniques will help you get unstuck and achieve a more predictable, efficient flow of work, creating a better experience for both your firm and your clients. Get full show notes, transcript, and more information here: https://www.agileattorney.com/55…

The Agile Attorney Podcast

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054. Action without Action with Tim Lennon 46:08

منذ 40 weeks46:08

46:08

Today, I'm excited to welcome Tim Lennon back to the podcast to explore the Taoist concept of Wei Wu Wei, or "action without action." Tim and I dive into why understanding and navigating obstacles is more important than trying to bust through them, why feedback loops are essential to making progress (and how to make those feedback loops more effective), and why preparation and intentionality are the keys to true agility. If you're looking for ways to work smarter, not harder, in your law practice, this episode is for you. Get full show notes, transcript, and more information here: https://www.agileattorney.com/54…

The Agile Attorney Podcast

1
053. Time Management Strategies You Need: Calendar Blocking and Calendar Bucketing 28:44

منذ 41 weeks28:44

28:44

Do you ever feel like there aren't enough hours in the day to get everything done? You're not alone. As legal professionals, we often struggle to fit all our commitments into our finite capacity. Here's the thing: having a completely empty calendar isn't the productivity blessing you might think it is. Today, I share two powerful techniques - calendar blocking and calendar bucketing - that will transform how you think about and use your time. Get ready to take control of your calendar and supercharge your productivity! Get full show notes, transcript, and more information here: https://www.agileattorney.com/53…

The Agile Attorney Podcast

1
052. Making Daily Standups Work in Your Law Practice 33:31

منذ 42 weeks33:31

33:31

What if I told you that a simple 15-minute daily standup meeting could dramatically improve your team's performance and help everyone work more effectively and predictably within their actual capacity? In this episode, I share how implementing a daily standup can be a game-changer for your law practice. You'll learn the key elements of an effective daily standup, including the three essential questions to ask, how to keep the meeting focused and concise, and how to use the standup to surface dependencies and roadblocks. I also detail some pitfalls to avoid and techniques to make your standup meetings productive from day one. Get full show notes, transcript, and more information here: https://www.agileattorney.com/52…

The Agile Attorney Podcast

1
051. Matter Management Meetings Suck. Do This Instead. 27:51

منذ 43 weeks27:51

27:51

You’ve probably already set your goals for 2025 in your law practice, but do you have a system for following through on your plans and goals week after week? Implementing a simple weekly planning and review habit could be the key to helping you and your team manage capacity and prioritize the right work, transforming your firm's productivity and predictability. Tune in to learn a step-by-step process for conducting effective weekly planning and review meetings with your team. I share tips for structuring the meetings, involving your whole team, and using the insights gained to continuously improve your practice. Implementing this habit consistently can help you break free from the cycle of overcommitment and overwhelm too many law firms fall into. Get full show notes, transcript, and more information here: https://www.agileattorney.com/51…

The Agile Attorney Podcast

1
050. Flat Fee Pricing for Lawyers with Elise Buie and Emery Wager 54:12

منذ 44 weeks54:12

54:12

How do you address the unpredictability of legal fees in your practice? In this episode, I talk with practicing attorney Elise Buie, founder of Elise Buie Family Law, about her journey implementing flat fee pricing in her practice. This was originally an interview conducted by Emery Wager for Confido Legal’s podcast Financially Legal, and Emery has his own insight to share in this area too. Join us this week to dive into the nuts and bolts of designing and implementing flat fee services in a legal practice. Whether you're just starting to explore alternative pricing models or looking to refine your existing approach, you'll come away with valuable insights and practical strategies you can apply in your own firm. Get full show notes, transcript, and more information here: https://www.agileattorney.com/50…

The Agile Attorney Podcast

1
049. Lessons from Old Hollywood: Why Flat-Fee Legal Work Is Nothing New 19:03

منذ 45 weeks19:03

19:03

Something I find fascinating is the extent to which the behaviors and practices of the legal profession have evolved over the years, and the extent to which they haven't. In this unique episode, I take a look at some intriguing insights from the legal files of my great-grandfather, Lloyd Wright Sr., a pioneering entertainment lawyer who represented some of the biggest names of the era. Join me as I explore the captivating case of Jane Wyman's divorce from Ronald Reagan in 1948, which offers a glimpse into the world of celebrity marriages, for-cause divorces, and the evolution of legal practices, as well as an interesting look into the history of flat-fee billing. Get full show notes, transcript, and more information here: https://www.agileattorney.com/49…

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