Shows
Adventures In Legal TechA TimeSolv Festivus - Airing of Grievances, Feats of Strength, the Festivus Pole, Festivus Miracles & Festivus Dinner with Joyce Brafford and Scott ClasenFor the twelfth & final episode of our special series with ProfitSolv, we've got a Festivus extravaganza, with all the fixin's. But, don't worry - we found a way to smuggle in some legaltech & law firm management talk! So, get some hot chocolate & snuggle up to this very special podcast episode. Featuring guest host Joyce Brafford & guest Scott Clasen, both of ProfitSolv. [SPONSORED BY TIMESOLV] Episode Highlights 00:15 - Legal Tech Adoption Challenges 02:12 - ProfitSolv! Product Line Overview 04:47 - Festivus Origins and Seinfeld Reference 18:52 - Importance of Software Testing Before Deployment2024-12-2738 min
Adventures In Legal TechDashboard Confessional - How LegalTech Displays Data Now with Joyce Brafford and JD RobinsonFor the eleventh episode of our special series with ProfitSolv, we talk about the usefulness of dashboards in modern software - including how law firms can deploy them to effectively and regularly surface practice data, alongside ProfitSolv’s Joyce Brafford & Cosmolex's JD Robinson. [SPONSORED BY COSMOLEX] Episode Highlights 44:41 - Importance of dashboard flexibility and customization. 49:00 - Financial metrics and productivity insights. 53:36 - Key challenges firms face in capturing data. 53:41 - Role of passive time tracking for time capture. 01:16:03 - Next-gen tools in ProfitSolv’s lineup. Episode Resou...2024-12-0239 min
Adventures In Legal TechShake Your Money Maker - Law Firm Billing & Financial Management Strategies with Joyce Brafford and Brooke LivelyFor the tenth episode of our special series with ProfitSolv, we talk about forward-looking financial management strategies used by top law firms - including how AI and data are affecting law firm billing tactics, alongside ProfitSolv’s Joyce Brafford & Cathedral Capital's Brooke Lively. [SPONSORED BY ROCKETMATTER] Episode Highlights 15:41 - Introducing the “Sticklefish” metaphor for work. 39:26 - Brooke’s five essential AR puzzle pieces. 58:53 - Discussing individualized law firm metrics. 1:04:39 - Customizable dashboards for law firms. Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ http...2024-10-3045 min
Adventures In Legal TechBack to Law (Practice) School: Everything Law School Didn't Teach You with Joyce BraffordFor the ninth episode of our special series with ProfitSolv, we talk about all the business management instruction you missed in law - including how to use software to run a better law firm, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 10:41 - Challenges Lawyers Face with Money. 12:00 - Importance of Fee Schedules for Lawyers. 14:30 - Engagement Agreements as Client Relationships. 19:52 - Need for Passive Timekeeping. 27:40 - Technology Platforms for Law Firms. 31:43 - Effective Use of Software for Lawyers. 37:11 - Comprehensive Marketing Plans for Legal Practice.2024-10-0543 min
Adventures In Legal TechSwitcheroo - How to Convert to a New Case Management Software with Joyce Brafford and Donna BrownFor the eighth episode of our special series with ProfitSolv, we talk about how law firms can switch into new case management software, alongside ProfitSolv’s Joyce Brafford & Beyond Square One's Donna Brown. (It's not impossible!) [SPONSORED BY COSMOLEX] Episode Highlights 05:50 - Introducing cryptid corner: intriguing and fun. 07:45 - Donna’s pick: Oklahoma octopus legend. 13:10 - Jared’s clue for software trouble: frustration triggers. 13:52 - Reason for frustration: pricey, slow, ineffective software. 16:20 - Role of consultants in smooth transitions. 20:40 - Indicators for needing new software. 23:15 - Consulting specialists ease t...2024-08-2349 min
Adventures In Legal TechWhere Credit Is Due: Payment Solutions for Advanced Law Firms with Joyce Brafford and TJ KerrFor the seventh episode of our special series with ProfitSolv, we talk about how law firms should leveraging payment methods and software in 2024, alongside ProfitSolv’s Joyce Brafford & TJ Kerr. (And, yes: we even cover cryptocurrency.) [SPONSORED BY ROCKETMATTER] Episode Highlights 32:00 - Modern payment systems for law firms. 33:40 - Discussion on accepting cash and challenges associated with it. 35:30 - Taking payments by check and associated security risks. 39:00 - Benefits of ACH (Automated Clearing House) payments for law firms. 41:30 - Credit vs. Debit card payments - understanding fee dynamics. 45:00 - Co...2024-08-0239 min
Legal Talk Network - Law News and Legal Topics#516: Flexing Your Discipline Muscle to Stay Motivated, with Sara MuenderJoin Zack as he chats with Lawyerist Lab Coach and podcast co-host Sara Muender about starting and running a thriving law firm. They explore how defining personal and firm values can shape a law firm's vision. Sara highlights the importance of separating personal identity from the business to make decisions that benefit the firm, and shares tips on staying motivated when you’re feeling overwhelmed. They also discuss balancing the roles of firm owner and working attorney. Tune in for motivation, guidance, and expert advice from a seasoned attorney business coach. This episode is sponsored by Tim...2024-08-0154 min
Lawyerist Podcast#516: Flexing Your Discipline Muscle to Stay Motivated, with Sara MuenderJoin Zack as he chats with Lawyerist Lab Coach and podcast co-host Sara Muender about starting and running a thriving law firm. They explore how defining personal and firm values can shape a law firm's vision. Sara highlights the importance of separating personal identity from the business to make decisions that benefit the firm, and shares tips on staying motivated when you’re feeling overwhelmed. They also discuss balancing the roles of firm owner and working attorney. Tune in for motivation, guidance, and expert advice from a seasoned attorney business coach. This episode is sponsored by Tim...2024-08-0154 min
Adventures In Legal TechDeus Ex Machina: Lawyers Ethical Obligations Respecting the Use of AI Tools with Joyce BraffordFor the sixth episode of our special series with ProfitSolv, we discuss how lawyers should approach the use artificial intelligence technologies in light of the ethics obligations related to technology usage, alongside ProfitSolv’s Joyce Brafford. [SPONSORED BY TIMESOLV] Episode Highlights 03:46 - Joyce discusses the Windigo from Algonquian mythology. 10:39 - Definition and history of AI. 12:07 - Categories of AI: Reactive Machine, Limited Memory, Theory of Mind, Self-Aware. 14:48 - Importance of understanding AI limitations and biases. 19:17 - Overview of the latest Pennsylvania Ethics Opinion on AI. 28:32 - AI hallucinations and th...2024-06-3036 min
Adventures In Legal TechTrust the Process: How to Build & Manage Workflows in Law Firms with Joyce BraffordFor the fifth episode of our special series with ProfitSolv, we discuss how to create and launch workflows within your law, deployed via software, with buy-in from your staff, alongside ProfitSolv’s Joyce Brafford. Episode Highlights 12:57 - Importance of legal project management. 18:32 - Key components of effective workflows. 26:40 - Understanding variance in project management. 29:50 - Budgeting costs for project management. 35:15 - The necessity of follow-ups in workflows. 37:59 - Risk reduction through workflows. 40:02 - Ethical competencies in legal technology. Episode Resources Connect with Jared Correia jared@redc...2024-05-3040 min
Adventures In Legal TechPricing for the Modern Law Firms: How to Leverage Your LegalTech to Get Paid with Joyce BraffordFor the fourth episode of our special series with ProfitSolv, we discuss how to set rates for law firms + how to leverage legaltech to create a streamlined billing program with ProfitSolv’s Joyce Brafford. [SPONSORED by RocketMatter] Episode Highlights 07:56 - Discussing law firm fee setting and market research. 12:44 - Strategies for resetting fees in existing law firms. 15:11 - Importance of law practice management systems. 18:34 - Subscription services and alternative billing models. 22:03 - Automating billing and payment collection. 24:55 - Managing accounts receivable and billing in advance. 27:01 - Dealing with LED...2024-04-2933 minLegal Talk Network - Law News and Legal Topics#501: Celebrating 500: The Evolution, the Journey, and What Lies Ahead, with Sam GloverStephanie catches up with the original Lawyerist podcast host, Sam Glover. In addition to a brief walk down memory lane, hear how Sam is working to make our court systems more accessible to the public and how lawyers could think differently about the value they provide. Additionally, Zack talks with Joyce Brafford from TimeSolv about project management, budget tracking, and determining the value of your cases and your time. Links from the episode: Increase your billable hours with Timesolv-start your free trial today! If today’s podcast resonates with you and y...2024-04-2544 minLawyerist Podcast#501: Celebrating 500: The Evolution, the Journey, and What Lies Ahead, with Sam GloverStephanie catches up with the original Lawyerist podcast host, Sam Glover. In addition to a brief walk down memory lane, hear how Sam is working to make our court systems more accessible to the public and how lawyers could think differently about the value they provide. Additionally, Zack talks with Joyce Brafford from TimeSolv about project management, budget tracking, and determining the value of your cases and your time. Links from the episode: Increase your billable hours with Timesolv-start your free trial today! If today’s podcast resonates with you and y...2024-04-2544 min
Adventures In Legal TechThe Law Firm Financial Documentation You Need with Joyce BraffordI talked with an expert in law firm financial management about some of the top-level financial documentation every lawyer should be looking at on a regular basis. Episode Highlights 08:37 - The conversation touches on the different Girl Scout cookies and how availability is dependent on the bakeries that councils have relationships with. 19:18 - Joyce's explanation of what a Profit and Loss statement is, emphasizing its importance and how it should be reviewed regularly to track trends. 24:48 - Discussion about how a Cash Flow Analysis document is future-looking and necessary for understanding business health. 27:27...2024-04-2227 min
Adventures In Legal TechLaw Firm Hiring in a Competitive Environment with Joyce BraffordI spoke with a law firm management expert about how to hire new employees in a challenging environment. Episode Highlights 05:10 Why it’s very hard to find lawyers and law assistants 11:28 Insights on managing remote workers and the benefits of a globally distributed team 16:17 Firing staff members and the importance of having documented reasons 18:50 Keeping a min 30-day probationary period with ideal being 90-days 19:20 Advice to let go of unsuccessful candidates during the probationary period without any sunk cost fallacy 19:56 Why hiring a recruiter could be beneficial for law firms 21:40 Th...2024-04-1231 min
Adventures In Legal TechIntake & Onboarding: The Foundation Of The Client Experience with Matt DefrainFor the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain. [SPONSORED by TimeSolv] Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses 27:53 The value of integrating Law Ruler wi...2024-03-1537 minLawyerist Podcast#492: Stop Training so Much and Support Your Team Through Change, with Paco RomanYou have great ideas as a leader, but do you struggle getting your team on board and ready to change with you? In this episode, Stephanie talks with Paco Roman, Professional Development Coach, about a change management system that will help you get your team on board and moving in the same direction. Additionally, Zack talks with Joyce Brafford, from Cosmolex about how accounting and business reporting can be made easier through an all-in-one practice management platform. Links from the episode: Check out CosmoLex! If today’s podcast resonates with you...2024-02-2937 minLegal Talk Network - Law News and Legal Topics#492: Stop Training so Much and Support Your Team Through Change, with Paco RomanYou have great ideas as a leader, but do you struggle getting your team on board and ready to change with you? In this episode, Stephanie talks with Paco Roman, Professional Development Coach, about a change management system that will help you get your team on board and moving in the same direction. Additionally, Zack talks with Joyce Brafford, from Cosmolex about how accounting and business reporting can be made easier through an all-in-one practice management platform. Links from the episode: Check out CosmoLex! If today’s podcast resonates with you...2024-02-2937 min
Adventures In Legal TechGoing Back to Basics: Strengthening Your Firm's Foundations with Joyce BraffordFor the second episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford. [SPONSORED by Cosmolex] Episode Highlights 06:51 Law firms having issues with financial management and their reliance on the right software 09:53 Characteristics of a software that law firms should be looking at 11:57 Questions that firms should be asking to address their legal tech concerns 17:54 The modern financial management products' features such as transparency and dashboard population 18:54 How having prebuilt, ready-to-go reports can help law firms se...2024-02-1536 min
Adventures In Legal TechBeyond the Billable Hour: Evolving Your Time Tracking Process with Joyce Brafford and Laura KennedyFor the first episode of our special series with ProfitSolv, we discuss best practices for modernized law firm time tracking with ProfitSolv's Joyce Brafford, and a law firm management consultant. [SPONSORED by Rocket Matter] Episode Highlights 05:38 What Laura does which involves helping lawyers figure out how to run their businesses 06:27 The reasons why time keeping is important for law firms 11:02 Time tracking best practices 12:59 Passive timekeeping and the benefits it offers for attorneys and law firms 15:16 What Rocket Matter Track is 18:13 The future of software and the importance of...2024-01-2331 min
Adventures In Legal TechHacks to Get Every Invoice Paid with Joyce BraffordJared Correia talked with a legal software expert about the best tips for time tracking, invoicing and billing. The Above the Law Non-Event is supported by vendor sponsorships. Episode Highlights 07:22 The usefulness of investing in passive timekeeping 11:13 The importance of data analysis in legal practice 13:14 Critical financial reports that lawyers should look at 16:14 Why you should collect crucial information 19:50 How they can get invoices out within a click using efficient timekeeping and an integrated payment processor 21:51 Benefits of integrated payment processing and rapid funding for faster payment with less...2023-10-0631 minLegal Talk Network - Law News and Legal Topics#465: Mastering Data-Driven Decision Making in Your Law Firm, with Joyce Brafford from CosmoLex(Sponsored)Learn to manage the data your law firm already creates to make better business and strategic decisions. Zack talks with Joyce Brafford, from CosmoLex, about how internal analytics can drive your marketing decisions, firm growth, and processes. Links from the episode:Grow Your Law Firm with Data-Drive Decisions10 Metrics Law Firms Should TrackIdentify Key Metrics to Determine Your Law Firm's SuccessQuickBooks vs. CosmoLex: Keeping Eyes on Your Business Health with Advanced Reporting2023-09-1227 minLawyerist Podcast#465: Mastering Data-Driven Decision Making in Your Law Firm, with Joyce Brafford from CosmoLex(Sponsored)Learn to manage the data your law firm already creates to make better business and strategic decisions. Zack talks with Joyce Brafford, from CosmoLex, about how internal analytics can drive your marketing decisions, firm growth, and processes. Links from the episode:Grow Your Law Firm with Data-Drive Decisions10 Metrics Law Firms Should TrackIdentify Key Metrics to Determine Your Law Firm's SuccessQuickBooks vs. CosmoLex: Keeping Eyes on Your Business Health with Advanced Reporting2023-09-1227 minLegal Talk Network - Law News and Legal Topics#438: Harnessing Chat GPT in Your Firm, with Joyce Brafford from Rocket Matter (Sponsored)Zack talks with Joyce Brafford, a lawyer and practice management expert at ProfitSolv, about incorporating AI into your firm’s workflows and automations. See how you can use Chat GPT to do the heavy lifting for template creation, client emails, and even internal brand research.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!About Rocket Matter Rocket Matter is legal practice management software that makes the lives of lawyers a whole lot easierSchedule a...2023-04-0421 minLawyerist Podcast#438: Harnessing Chat GPT in Your Firm, with Joyce Brafford from Rocket Matter (Sponsored)Zack talks with Joyce Brafford, a lawyer and practice management expert at ProfitSolv, about incorporating AI into your firm’s workflows and automations. See how you can use Chat GPT to do the heavy lifting for template creation, client emails, and even internal brand research.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!About Rocket Matter Rocket Matter is legal practice management software that makes the lives of lawyers a whole lot easierSchedule a...2023-04-0421 min
Adventures In Legal TechPractice Management Software with Joyce Bradford and Bob CullitonIn this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers. Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys...2022-12-0936 minLegal Talk Network - Law News and Legal Topics#413: Software as a Partner in Your Business, with Joyce Brafford from CosmoLex (Sponsored)Are you looking at your software as if it’s a partner in your firm?In this episode, Zack is joined again by Joyce Brafford, lawyer and practice management guru. They talk all-in-one practice management software vs integrators, and dive into the benefits of CosmoLex by ProfitSolv, a true all-in-one software.And for more about CosmoLex, Zack spoke with Erica Birstler at CosmoLex. Check out that conversation here.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!2022-10-2531 minLawyerist Podcast#413: Software as a Partner in Your Business, with Joyce Brafford from CosmoLex (Sponsored)Are you looking at your software as if it’s a partner in your firm?In this episode, Zack is joined again by Joyce Brafford, lawyer and practice management guru. They talk all-in-one practice management software vs integrators, and dive into the benefits of CosmoLex by ProfitSolv, a true all-in-one software.And for more about CosmoLex, Zack spoke with Erica Birstler at CosmoLex. Check out that conversation here.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!2022-10-2531 minLegal Talk Network - Law News and Legal Topics#410: Making Workflows Work for You, with Joyce Brafford from Rocket Matter (Sponsored)Could a project management tool be the missing key in your law firm’s arsenal?In this episode, Zack talks with Joyce Brafford, a North Carolina attorney with over a decade of experience in the legal tech industry. She and Zack dive into the benefits of project management for law firms, how workflows and automations (even imperfect ones) can eliminate common woes, and how Rocket Matter legal practice management software can help. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!2022-10-1129 minLawyerist Podcast#410: Making Workflows Work for You, with Joyce Brafford from Rocket Matter (Sponsored)Could a project management tool be the missing key in your law firm’s arsenal?In this episode, Zack talks with Joyce Brafford, a North Carolina attorney with over a decade of experience in the legal tech industry. She and Zack dive into the benefits of project management for law firms, how workflows and automations (even imperfect ones) can eliminate common woes, and how Rocket Matter legal practice management software can help. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!2022-10-1129 minLegal Talk Network - Law News and Legal TopicsScooby Doo; Frightening Things Lawyers Do; and “The Magic of Folklore”Grab your Scooby Snacks and hop into the Mystery Machine! Jared takes a nostalgic trip to recall his favorite Scooby Doo memories and share his thoughts on what he thinks may be the best iteration of this beloved animated franchise.Next up, Jared talks with Joyce Brafford about the three scariest things lawyers do in their legal practices. But, don’t be too freaked out! If you’re guilty of any of these cringe-worthy blunders, Joyce has tips for making things right.Last, this time on the Rump Roast, Jared and Joyce dive into cryptozoology, disc...2021-11-0238 min
The Legal ToolkitScooby Doo; Frightening Things Lawyers Do; and “The Magic of Folklore”Grab your Scooby Snacks and hop into the Mystery Machine! Jared takes a nostalgic trip to recall his favorite Scooby Doo memories and share his thoughts on what he thinks may be the best iteration of this beloved animated franchise.Next up, Jared talks with Joyce Brafford about the three scariest things lawyers do in their legal practices. But, don’t be too freaked out! If you’re guilty of any of these cringe-worthy blunders, Joyce has tips for making things right.Last, this time on the Rump Roast, Jared and Joyce dive into cryptozoology, disc...2021-11-0238 min
Beyond the PaymentEp. 4 Beyond the Payment with Joyce Brafford from CosmoLex2021-04-0123 min
On the Road with Legal Talk NetworkJared Correia Interviews Legal Marketing Expert Joyce Brafford at the Mass LOMAP ConferenceJared Correia, co-host of The Legal Toolkit on Legal Talk Network, interviews Joyce Brafford about marketing for lawyers at Mass LOMAP's 4th Annual Super Marketing Conference. She recommends that lawyers choose one social media platform, maintain consistent engagement, and be sincere, especially in solo and small firms with more personal clients. Brafford is a Practice Management Advisor with the North Carolina Bar Association, making sure lawyers have access to the technology that can help them run their firms efficiently and professionally. Learn more about your ad choices. Visit megaphone.fm/adchoices2014-07-1610 min
On the Road with Legal Talk NetworkThis Week on Legal Talk Network (7/14/14)Hello. This is Laurence Colletti for This Week on Legal Talk Network. On Monday, Sharon Nelson and Jim Calloway from the Digital Edge talk to expert Tom Spahn about the ethics involved when a law firm breaks up or a lawyer wants to leave. Here's a preview- On Wednesday, The Legal Toolkit's Jared Correa continues our Special Report series from the MASS LOMAP 4th Annual Super-Marketing Conference and interviews Joyce Brafford from NCBA on how to manage social media to improve client relationships. Thursday, Heidi Alexander returns to the conference to speak to Kelli Proia...2014-07-1403 min