Podcast host Dan Cuneo is joined by Matt Homann, founder and CEO of Filament, to continue their conversation about how organizations can rethink their approach to company retreats and meetings so that they are more purposeful and productive. Mr. Homann provides tips for making meetings more intentional and discusses the importance of prep work for meetings, how to keep employees engaged virtually, how to drive meeting engagement with both extroverts and introverts, how the setup of the room can impact meeting productivity, how to come to decisions at the conclusion of meetings while giving participants opportunities to voice concerns and objections, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Reimagining Company Retreats and Meetings: Part II – EP 27 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast host Dan Cuneo is joined by Matt Homann, founder and CEO of Filament, to discuss how organizations can rethink their approach to company retreats and meetings so that they are more purposeful and productive. Mr. Homann discusses his company’s guiding principles regarding retreat facilitation and how the model encourages more intentional discussions, the challenges of hosting leadership conferences in the office as opposed to offsite, the benefits of utilizing an outside facilitator for retreats, the appropriate length and timing for a retreat, the value of including as many employees as possible in retreats, how to get more bang for your buck out of ordinary office meetings, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Reimagining Company Retreats and Meetings: Part I – EP 26 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss what exactly it means when lawyers claim to be available 24/7. Many law firms market their attorneys as being available to clients 24/7 but narrowing down what that specifically means is a little tricky. The hosts discuss whether “24/7” is misleading; how chat, text, and email can be utilized to help attorneys answer client questions at all hours; the complications that can arise regarding the establishment of attorney-client relationships when answering questions from potential clients; how attorneys can strike a balance between practicing law and promptly answering client questions; and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post What Does It Mean to Be a 24/7 Attorney? – EP 25 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss ways law firms can effectively utilize A.I. and automation to drive efficiencies and increase revenues. Topics covered include how automation can simplify the client intake process, the benefits of templatizing legal documents, ways to automize client communication, strategies for gathering client feedback and reviews through automation, implementing electronic payment options, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Utilizing A.I. and Automation to Increase Efficiencies – EP 24 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, for the conclusion of their three-part conversation. In this episode, Mr. Herman discusses how to cultivate client relationships even when it means turning down their case. Mr. Herman discusses the benefits of utilizing paralegals to increase efficiencies, how to build trust during the intake process when faced with a question you do not know the answer to, how to explain to a client that they do not have a case and still maintain that relationship, and more. Listen to Part I of their conversation here: https://lexiconservices.com/resources/choosing-cases-the-entrepreneurial-lawyer/ Listen to Part II of their conversation here: https://lexiconservices.com/resources/reducing-acquisition-costs-by-declining-cases-pt-2-ep-21-the-entrepreneurial-lawyer/ Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Cultivating Client Relationships Pt 3 – EP 23 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, to continue their conversation about choosing which cases to take on and how to determine when to turn down a case. Mr. Herman discusses the best way to communicate to a potential client that you are not going to take their case. He explains that by doing it in an honest way that prioritizes the potential client’s interest, you can improve your firm’s reputation, which down the road can lead to clients with no acquisition cost thus lowering your overall acquisition cost. Listen to Part I of their conversation here: https://lexiconservices.com/resources/choosing-cases-the-entrepreneurial-lawyer/ Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Reducing Acquisition Costs by Declining Cases Pt 2 – EP 22 – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, to discuss the process law firms should go through when determining whether or not to take a case. As many law firms get started, the tendency is to take nearly every case that comes around, but Mr. Herman explains how firms eventually reach a point when taking additional cases can actually reduce profit margins. He discusses how firms can determine what cases will help maximize profits, how being selective helps create a better client experience, factors that can be determined on day 1 that are indicative of case quality, when to turn down a case and how to communicate that to the potential client, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Choosing Cases – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates chat about the differences between practicing law and managing the business aspects of a law firm. As a former attorney and current CEO of Lexicon, Mr. Cuneo has a unique perspective on the challenges facing lawyers and firms. He discusses what stood out to him the most as he made this career transition, valuable advice he received along the way, the importance of listening to ideas from all employees, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Learning the Business Side of Law – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Whittney Dunn, Senior Risk Manager at The Bar Plan, to discuss how attorneys can better communicate with their clients. Poor client communication is one of the most frequent bar complaints year after year. Ms. Dunn discusses the challenges of effective client communication, what is a reasonable timeframe to respond to clients, how often attorneys should utilize staff to fill communication gaps, an attorney’s required duties regarding communication, the potential for overcommunicating, the pros and cons of texting with clients and the potential for issues regarding attorney-client confidentiality, tips to close the client communication gap, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post How Can Attorneys Better Communicate With Their Clients? – The Entrepreneurial Lawyer appeared first on Lexicon.

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss the importance of online scheduling for law firms. A recent survey found that 79% of people searching for an attorney will continue their search elsewhere if they come across a firm that does not offer an online scheduling option. It is more important than ever for law firms to provide potential clients with the flexibility afforded through online scheduling. Dan and Sarah chat about the biggest factors holding firms back from implementing online scheduling, security and confidentiality issues to consider, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Scheduling Clients Online – The Entrepreneurial Lawyer appeared first on Lexicon.