Starting a Law Firm in My 20s - Part 4: Carlie's Tech Stack

In this episode of Gavel Gab, Carlie shares her journey as a family lawyer and entrepreneur, highlighting the tech tools that have influenced her law practice during the crucial first two years. She discusses the importance of selecting the right financial tools, including choosing First Citizens Bank for her business account, and how she strategically funded her firm.Carlie details her tech stack with software like QuickBooks for financial management and the transition to Clio for enhanced billing and client tracking. She also explores her switch to secure case management options, the role of automation with Zapier, and the importance of adapting technology for client communication and marketing. Through personal anecdotes and lessons learned, Carlie aims to provide valuable insights for fellow lawyers and entrepreneurs looking to establish an efficient, tech-savvy business.HIGHLIGHTS:8:50 Money Management Tools13:52 Website Development Insights15:34 CRM and Client Management19:36 Automation Tools and Challenges23:38 Case Management Transition25:56 Clio and Legal Software Choices29:58 Social Media and Marketing Toolssponsors:One Eleven GroupQuestgiveaway:Pink Diamond Hat and The Prenup Girl’s GuideTo enter:follow @gavelgabpodcast on Instagramsubscribe to the Youtube Channel @CarlieSpencerGavelGabcomment on the episode on Apple or Spotifyconnect with Carlie & Gavel Gab:Gavel Gab Website | Strive Law Firm | Prenup Girl on TT | Gavel Gab on TTInstagram | YouTube

Episode metadata supplied by the publisher feed · Published Nov 5, 2025

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Starting a Law Firm in My 20s - Part 4: Carlie's Tech Stack

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This episode was published on November 5, 2025.

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