In this Pop-up episode, Tyson interviews Harlan Schillinger and Eric Coffman, Co-Founders of LeadDocket, a simple lead tracking software for law firms. Listen as they dive deep into its features and advantages going over the importance of follow up and communication.

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Register to MaxLawCon19, June 6 and 7 in St.Louis.

Topics:

    • About LeadDocket
      • Intake and Conversion for Lawyers
      • Law Firms getting into advertising
      • Leads and accountability

 

  • “What is going on in your office?”

 

    • LeadDocket’s beginnings
      • Dino Colombo and Eric Coffman started working on software for their own needs
      • Partnering up

 

  • Conversion

 

      • “In any Law Firm, the biggest problem, the biggest challenge, is in what we call “the chase”... It’s not answering the telephone or signing the client, It’s that whole in between piece that when the client says “let me think about it”.
    • A software to solve own business problem
      • 30% increase in sign ups
      • Majority of firms had intake problems
    • LeadDocket formalizes the process to make sure that every lead is handled through a defined process
    • Text Messages
      • Text Messages VS Email

 

  • “You have to be able to connect with people in the way that the want to be communicated with.”

 

    • LeadDocket is the beginning; Up into the point they are signed up they’re in LeadDocket.
      • Integrations with other Platforms
      • As you become a client, there’s a different system
    • Automation of Text Messages and reminders

 

  • RAW SIMPLICITY

 

    • Specifically built for the legal industry
    • Follow up to make sure leads don’t get lost
  • Dealing with Clients

 

Register for the MaxLawCon19!

 

Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

 

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Do you want to get on the show? Shoot us an email or message us!

 

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

In this episode, Jim & Tyson interview Conor Malloy, partner at Chi City Legal, LLC, a 2 men law firm in Chicago. Conor uses Zapier in his firm and he is kind of a magician with it. Listen as they go all over this automation software, its functions, and the way it can help you run your law firm.

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Topics:

    • About Conor
      • Conor’s firm set up
      • 2 men firm; no support staff
      • Conor has a background in tech and implementing software and coding
      • Conor’s market is self represented landlords
      • A lot of clients required good workflows and automating processes, so that’s when Zapier kicked in
    • Technology for interacting with clients
      • Practice management system: Trello
      • Communication and milestones
      • Integration with Zapier
      • Triggers and integrations
    • Useful Zaps
      • Integration with lots of apps
      • Series of triggers followed by actions
    • 137 zaps > 3000 to 5000 actions per week without any human interaction
    • Favourite Zaps
    • Mindset of automation
      • Know your processes
      • Map out workflow
      • Probable and possible workflows

 

  • Understanding your processes and what your core technologies are in order to move things along, that’s huge

 

  • Skill Set required
    • Low code and no code
    • If you are doing filters you can use Zapier
  • Automation malfunction
    • Start collecting data
    • Baby steps
    • Debugging
  • Where to start
    • Getting comfortable
    • Start with boring things that you do over and over
    • Invest time in it

 

The Maximum Lawyer Conference 2019 is coming!

 

Jim’s hack: A video marketing tip. When you do your marketing, whether it is a video or an email, always talk as if you are talking to 1 person. People want 1 on 1 interaction. If you can come up with an avatar that’s even better.

 

Conor’s tip: Now thy processes. That’s when you can begin to delve in, and you might find some stuff where you are banging your head against the wall when you might not ever did it.

 

Tyson’s tip: An iPhone tip. Whenever you are typing on your iPhone and you misspelled a word or you have to type in another letter in there, there’s a function where if you hold down the spacebar and drag it from side to side it moves your cursor and you can easily navigate through the letters.  

 

//

 

Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

 

Do you want to get on the show? Shoot us an email or message us!

 

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

In this Pop-up episode, Tyson interviews Marisa Portuondo, a solo practitioner from Miami, FL. Marisa owns Portuondo Law Firm and focuses on business law and property damage. Listen as they discuss about hiring the right person and go over the different processes and techniques they use in their law firms.

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Topics:

  • Difficulties about hiring
    • Including instructions in job postings
    • Indeed.com
    • 1 of 40 followed instructions in job posting
    • Experience VS instructions
  • Requiring cover letter
    • Require a pdf cover letter
  • Awesome Indeed functions
    • 3 different proficiency quizzes
    • An audio test for people who should use a lot the phone in their jobs
  • Other platforms like Craigslist and ZipRecruiter
  • Generational hiring
    • Skills
    • Technology
    • Using paper
    • Using the phone
  • Training up and coming younger generations these skills
    • Attorneys now are doing a working interview to see how they handle things
  • Hiring process:
    • Hiring someone who comes from a company, who is already trained
    • Put XYZ in subject line; follow instructions
  • Tyson’s Process:
    • Follow instructions in job post
    • Submit the job application before the interview
    • Personality test
    • Pre interview questions and rate themselves
    • Second interview in coffee shop: interactions with other people
    • Third interview: stand up presentation in white board: teach us something
    • Skills assessment
    • Tests from Atticus

 

//

 

Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

 

Do you want to get on the show? Shoot us an email or message us!

 

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

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