Systems - Maximum Lawyer

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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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

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

In this episode, Jim & Tyson will go over their plans for 2019 and interview each other, going deep into their firms and where are things at with their businesses. Listen as they talk about their goals, including systems, marketing, growth mindset and time management.

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Topics:

Tyson’s questions for Jim
- What’s your #1 goal for this quarter?
  - Build out from start to finish the H-1B system (work visas)
- What is it that excites you the most whenever you come to work each day?
  - No more cases and only entrepreneur/leader work
  - Follow up with people with LeadDocket
- How many different systems do you have set up right now and what do each of them do?
  - Smith.ai integration with LeadDocket
  - Scheduling with Apptoto
  - LeadDocket > Attorney/Client agreement in Pandadoc
  - Cleo > Client management
  - Cleo > Docketwise: Immigration Form Software: clients input their data
- In December, what’s one thing you think you will be glad you got past through that?
  - Office in Chicago up and running
  - Overall 1 year goal for 2019
  - Satellite offices around the Country
- Do you feel like you are on track to achieve the goals you set out 5 years ago?
  - For sure! The firm is really humming!

Jim’s questions for Tyson:
- What’s been going on from a growth standpoint since you re-started your firm?
  - Team of 12, not all stateside employees
  - Massive growth
  - Good hires
  - The Pod model vs Departamental model
  - Got over the fear of hiring people
- Office setup and maintaining a presence in 2 cities
  - Full time staff in Columbia and full time staff in St. Louise.
- Focus on the next 3 months
  - Getting a new office
  - Work with multiple offices
  - Videos and marketing
- How are you spending your time and are you happy with the way that you are spending your time in a daily basis?
  - Growth has been stressful
  - 3 things I need to do to focus on my goals
  - Reviewing actual cases
  - Discovery
- Are you happy with where things are at?
  - I am!
  - The firm is going in the right direction and it’s strong financially

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

Jim’s hack: Whenever Jim stays in a new hotel he joins their member group. If you do that you always get a benefit.

Tyson’s tip: A bot for facebook pages messages: Chatfuel

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

In this episode, Jim & Tyson interview Josh Goldstein an Immigration Attorney and owner at Law Offices of Joshua L. Goldstein, PC. Listen as they discuss about his business and how is it like to run multiple offices; intake, staff, marketing and more!

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Topics:

Josh finally planned a date night with his wife after Tyson’s tip about it in the last MaxLawCon18
Josh’s history
- Big Law job after Law School; hated it, no control over it
- Pro bono made him realize he wanted to open his own shop
- Learned a lot from other solo lawyers in his first office building
Josh as an Immigration Lawyer
- Experience
- Passionate
- Picky about the cases hi takes on
Scaling and processes
- Each case is different
- Associates and paralegals
Josh’s firm in 10 years
- Growing pains
- High volume of calls; call center
- Intake
Intake problems
- Train your own staff for intake
- Intake success examples
- Immigration, Public Interest and Business
Running offices in different places in the US, Los Angeles and Boston
- Background
- Good staff
- A lot of travelling
Advice to people
- Accept the fact that it is not gonna work as well when you are not there
- Intake processes
- Marketing for multiple locations
Running offices remotely
What would Josh do differently?
- Initial marketing to make the phone ring
- Experts
Took California Bar exam
- Had to go back and learn all again
Running the firm and growing the practice
- Love practicing Law
- The job: running the business
- The love: practicing love

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]

Jim’s hack: A Podcast! The Hustle & Flowchart Podcast

Every single show has actionable takeaways that listeners can implement in their own life or business. We focus on topics around traffic, brand awareness, and business systematization but have been known to go pretty "off script" from time to time to discuss a wide variety of topics to help people improve their lives.

Josh’s hack: The Best Law Conference Josh has ever been to. MaxLawCon19.

Tyson’s tip: Go through your expense list, line by line, and see where are you wasting money. What are things that you are paying for, that you are not really getting any value from. Quit paying for them.

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 and Tyson interview Karen Caffrey a licensed professional counselor and a lawyer; Karen went from the practice of law to the practice of therapy mainly counseling lawyers. They will go over the importance of wellbeing and health for lawyers, the mindset of wellbeing, and how that wellbeing can be achieved. Also, how therapy works and how it can help your personal and business.

“You can’t be a good lawyer if you are not a healthy lawyer.”

Karen’s web site: http://www.karencaffrey.com/

What does it mean to be healthy?
It’s multifaceted, there’s a physical aspect, a spiritual aspect, a work aspect and a mental and emotional aspect...

Lawyers are reluctant to go to therapy
Because of 2 things: first, stigma; the fear of how are they going to be judged, and the second is fear on confidentiality.

The business of law and psychotherapy
“The nexus between the business of law and psychotherapy Is a lot of the challenges lawyers face in having a good business of law come from psychological reasons.”

“Who we are as people, directly impacts who we are as lawyers and who we are as business owners doing the business of law.”

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

Hacking’s hack: Whenever you can take a day off of the week. Unplug yourself: get away from the phone and the computer, the office.

Karen’s tip: Put your wellbeing on your radar screen and to do this by diaring it. You can dairy it every day, and spend 5 minutes talking about your wellbeing. Prioritize your wellbeing.

Tyson’s tip: Productivity - A website: Activtrak: https://activtrak.com/. It allows you to plug in yourself, your partners and employees, and it shows your productivity level.

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 episode, Jim and Tyson interview Jay Ruane. They will go over his background, his role in his firm and how he managed to grow and improve it, paying special attention to his Adwords experience and strategies. If you want to start using adwords and pay per click or improve your strategy, this episode is for you.

“Start small, figure how it works, and then grow from there.”

The firm

Actually, Jay is more of an administrator of the firm than ever before, but he is still in the business, he does some court appearances from time to time.

Jay's Twitter: https://twitter.com/jayruane

Some of the topics:
The importance of content:
“We’re no longer advertising generic terms out there to drive people to information on our website, because people are finding our website organically based on all the content that we have”

A big mistake:
“One of the biggest mistakes people make, especially when it comes to adwords is thinking that more money is going to get them better results. That’s a misunderstanding of how the adwords auction system works.”

“There’s a tendency to wanna have the widest net, but the widest net doesn’t necessarily catch the fish that you want.”

How to build ads:
“We need to get in the mindset of the consumer. And those are the ones that are going to get clicks; the ads that resonate with the people who are facing the problem that needs a lawyer..”

How do you tell if an ad is working?:
“One of the things we like to use ourselves is, we direct the ad to a specific landing page on our website that is more sales oriented than our organic pages.”

Facebook vs Adwords:
“Facebook is great, but you have to have the right approach to facebook. You can’t expect it to give you the same type of results as pay per click because it’s just not built that way and the people aren’t there for that.”

Marquis Jackson’s episode:
https://maximumlawyer.com/podcast/legal-hope-pop-up-episode/

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

Hacking’s hack: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier. how to be a good coach in an office setting!

Jay’s tip: Curate your negative list on Google. Go back and take a list of the 100 top baby names for the last 50 or so years. Male and Female. Because a lot people in this field may hear that their friend got arrested for a DUI. If they are not the person who is looking to hire you don’t want to be advertising to them.

Tyson’s tip: Check out Ryan McKeen’s book: Empower Yourself: A Practical Guide to Connecticut Personal Injury Law.

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 episode, Jim and Tyson will check in on what’s going on with both of their practices, talk about MAXLAWCON and go over the Sales Prevention Department List; 10 things lawyers and law firms do that prevent the closing of sales.

First, Jim and Tyson will discuss about case management and catch up meetings, Tyson will go over the importance of synergies in a partnership and then they both will go over the difference between own generated leads and referrals of Personal Injury Attorneys.

Also, they will go over next year’s conference. Lessons learned and a lot of improvements! It’s going to be awesome!

And then, our topic; The list of The Sales Prevention Department:

1. Not having a live and empathetic person answering the phone.
2. Not returning calls or taking too long to call a lead.

“When you think about all the money that you spend to get the phone to ring, to not maximize what happens after when the phone rings it’s just waste of money.”

3. Having a slow sales process.

“They never love you as much as they do on the day that they sign you”.

“If you can stop them from looking for other attorneys, then you have done 90% of the battle. Get them to sign the contract”

4. Being too salesy AKA too much “whiskers”.
5. Brand and generic marketing.
6. Not having the knowledge base for the types of cases you’re advertising for.
7. Not following up on clients after an initial phone call.
8. Hiding the ball or over promising; being disingenuous.
9. Not being crystal clear on what it is that you do: NO REFERRALS.
10. Being afraid of walking away from the table.

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

Hacking’s hack: No external information until 11am!

Tyson’s tip: Talk to every person as if you never gonna talk to them again.

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 episode, Jim and Tyson interview Johnnie Finch, a criminal defense attorney who runs his own law firm. They will go over his background, his business, and how it is like to be a lawyer as a member of a minority. Also, they will discuss about his recently published book “Black Lawyer Confidential”.

“I wanted to come up with a book or some type of manual for those who are from small towns or minorities that have never had parents who were lawyers, or ever been in the court system before to try to deal with it…”

Their Firm:
http://johnniefinchesq.com/

The Book:
BlackLawyerBook.com

Johnnie’s Twitter

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

Hacking’s hack: https://audiojungle.net/
You can download royalty free music and audio tracks for a Dollar, and you are able to search it by emotions or music type. Great cheap resource.

Johnnie’s tip:
Leave 15 minutes early! For the rest of your life!

Tyson’s tip:
Ride a bicycle in your office whenever you are working or on calls or doing a Podcast!

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

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 BONUS episode, Jim gives a talk at SLU Law. He will talk about his early days as a lawyer and his journey as a law entrepreneur who now runs his own immigration law firm, going over his mindset, his business, his firm and his marketing strategies.

“This is a lot of work, but to me it’s worth it and it’s fun. I am having more fun that I’d ever would’ve had, and I’ve had three really big law firms in St. Louis talk to me about coming in to that firm and I’ve turn them down every single time, and I laugh when I do it because I would never be able to do half of my crazy shit if I went to one of those big firms. And if I hadn’t agreed to be the plaintiff in that law suite, I don’t know what would’ve happened, I don’t know how many kids I would have. I don’t know what kind of life I would have; I would have a very different life probably. So I’m very grateful for everything that’s happened and I am exactly where I want to be.”

Jim Hacking

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

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 episode, Jim and Tyson interview Hayden and David Haskins, owners of Haskins & Company a Law Firm Marketing Company. They will go over their background, their business setup, and their law marketing work and strategies, paying special attention to how to hire the right marketing and social media company for your law firm. Listen to the episode to learn some great tactics to choose the right fit for your company.

Also, Hayden and David have political marketing and campaign work backgrounds, and they took many things from that sphere into law firm marketing… In this episode they will go over some of these lessons learnt…

Their Firm:
https://haskins.co/

“A lot of times Attorneys get into marketing arrangements, contractual agreements, and they are not as familiar with the lay of the land as somebody like us, that have actually seen a lot of the work that’s out there or a lot of the shady tactics that people do... ”

Some of the red flags when hiring an online or offline marketing company:
1. Contractual limits and ownership of content and IT.
2. Transparency and reporting

Please give us a shout out in the ABA JOURNAL’S ranking of podcasts!

Hacking’s hack:
Jim mapped out his ideal week, and going through that exercise has helped him a lot. So, map out your week!

David’s tip: The best SEO book David has ever read! It’s like a Google biography so hopefully it will help you create content that Google likes.
In The Plex: How Google Thinks, Works, and Shapes Our Lives

Hayden’s tip: Figure out how to track where your leads are coming from. Get as granular as you possibly can with that information. And figure out what your true cost per case is.
Know where your leads are coming from with: https://www.callrail.com/

Tyson’s tip:
Move Pay for a private server. It’s more expensive but it will speed up your website.

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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