The Entrepreneurial Lawyer

PODCAST · business

The Entrepreneurial Lawyer

Lexicon CEO Dan Cuneo and Director of Legal Operations and Training Sarah Ruttan-Bates dive into the most effective ways that law firms can expand and increase revenue in today’s rapidly evolving industry. These two long-time legal professionals know all about the daily challenges and pain points that come with running a modern firm. They explore how attorneys can make their practices profitable, ways to improve the client experience, staff utilization trends, practice quality, the emergence of outsourcing legal services, and much more.

  1. 27

    Reimagining Company Retreats and Meetings: Part II – EP 27 – The Entrepreneurial Lawyer

    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.

  2. 26

    Reimagining Company Retreats and Meetings: Part I – EP 26 – The Entrepreneurial Lawyer

    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.

  3. 25

    What Does It Mean to Be a 24/7 Attorney? – EP 25 – The Entrepreneurial Lawyer

    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.

  4. 24

    Utilizing A.I. and Automation to Increase Efficiencies – EP 24 – The Entrepreneurial Lawyer

    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.

  5. 23

    Cultivating Client Relationships Pt 3 – EP 23 – The Entrepreneurial Lawyer

    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.

  6. 22

    Reducing Acquisition Costs by Declining Cases Pt 2 – EP 22 – The Entrepreneurial Lawyer

    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.

  7. 21

    Choosing Cases – The Entrepreneurial Lawyer

    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.

  8. 20

    Learning the Business Side of Law – The Entrepreneurial Lawyer

    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.

  9. 19

    How Can Attorneys Better Communicate With Their Clients? – The Entrepreneurial Lawyer

    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.

  10. 18

    Scheduling Clients Online – The Entrepreneurial Lawyer

    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.

  11. 17

    Train Your Team – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss the importance of legal operations and training. Dan and Sarah dive into why these two areas have been given a greater focus in the hybrid work era and talk about ways firms can get the most out of their training processes. Sarah, who is the Director of Legal Operations and Training at Lexicon, offers tips for creating engaging training methodologies and processes that can be benchmarked to assess performance while helping staff improve at their day-to-day job functions. She also discusses how training can affect morale, employee retention, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Train Your Team – The Entrepreneurial Lawyer appeared first on Lexicon.

  12. 16

    Technology’s Role in the Modern-Day Law Firm – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Lexicon Chief Information Officer Brad Paubel to discuss the impact technology has had on law firms over the past few years and what firms can do to make sure their organization is cyber secure. Mr. Paubel discusses how the pandemic forced technological advancement in the legal industry, the importance of ensuring your firm is safe and secure as it adopts additional technology, why law firms are at risk of having their information compromised by bad actors, tips for improving cyber security, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Technology’s Role in the Modern-Day Law Firm – The Entrepreneurial Lawyer appeared first on Lexicon.

  13. 15

    The Benefits of Joining BAMSL – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates chat with Bar Association of Metropolitan St. Louis President Elect Anne Brockland and BAMSL Executive Director Susan Baltz about the potential benefits of joining BAMSL and other similar bar associations. Ms. Brockland and Ms. Baltz explain how BAMSL provides attorneys the opportunity to network, build business and referrals, gain jobs, and even establish familiarity with local judges. For more information about joining BAMSL, visit https://www.bamsl.org/. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post The Benefits of Joining BAMSL – The Entrepreneurial Lawyer appeared first on Lexicon.

  14. 14

    Rebranding Culture in the Legal Industry – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates chat with Roy Sexton, Director of Marketing for Clark Hill and 2022 Legal Marketing Association president-elect, about the process of rebranding culture at law firms. Mr. Sexton discusses the relationship between attorneys and marketers and the role marketing professionals play in helping lawyers sell themselves. He also talks about different types of thought leadership and how that can be utilized by law firms and attorneys to build their reputation. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Rebranding Culture in the Legal Industry – The Entrepreneurial Lawyer appeared first on Lexicon.

  15. 13

    How Internal Communications Drive Law Firm Culture – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates talk to Lexicon Communications Specialist Kelli Coles about the importance of internal communications in law firms as it pertains to driving company culture and engagement. Kelli discusses how internal communications are the backbone of an organization’s culture and explains why culture building should be at the forefront of any sort of internal communications strategy. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post How Internal Communications Drive Law Firm Culture – The Entrepreneurial Lawyer appeared first on Lexicon.

  16. 12

    Building Law Firm Culture with Maya Bordeaux – Part II – The Entrepreneurial Lawyer

    Podcast hosts Dan Cuneo and Sarah Ruttan Bates continue their conversation with Maya Bordeaux, Chief People and Culture Officer of Lead With Love Consulting about establishing law firm culture. In this half of the conversation, Ms. Bordeaux discusses elements of culture at law firms such as engagement, morale, and dealing with toxic people. She explains how engagement and morale differ and provides tips for how companies can build and improve each. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. Watch Part I – The post Building Law Firm Culture with Maya Bordeaux – Part II – The Entrepreneurial Lawyer appeared first on Lexicon.

  17. 11

    Building Law Firm Culture with Maya Bordeaux – Part I – The Entrepreneurial Lawyer

    In the first of a two-part conversation, Maya Bordeaux, Chief People and Culture Officer of Lead With Love Consulting, joins our podcast hosts to discuss the process of cultivating culture within a law firm. Ms. Bordeaux explains why culture within an organization comes down to how its employees feel about the work they are doing and their attitudes toward their colleagues and how all of that connects to a company’s overall mission. She emphasizes why the best way for a firm to cultivate culture is by connecting its people to the goals and mission of an organization while ensuring they enjoy their work and feel respected (and offers tips for how to do just that). Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Building Law Firm Culture with Maya Bordeaux – Part I – The Entrepreneurial Lawyer appeared first on Lexicon.

  18. 10

    The Emergence and Evolution of Legal Practice Management Software – Part II – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer features the conclusion of our conversation with Lexicon Sales Consultant Sara Langan about the ways legal practice management software can help law firms grow and become more profitable. Sara talks with podcast hosts Dan Cuneo and Sarah Ruttan Bates about the advantages of having billing and timekeeping integrated under one practice management platform. They also discuss the emergence of virtual paralegal and assistant positions within the modern hybrid work environment. Sara goes on to review what she considers the most essential components to consider when assessing practice management software and how it should ultimately enable better communication and collaboration within a law firm. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post The Emergence and Evolution of Legal Practice Management Software – Part II – The Entrepreneurial Lawyer appeared first on Lexicon.

  19. 9

    The Emergence and Evolution of Legal Practice Management Software – Part I – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer features the first of a two-part conversation with Lexicon Sales Consultant Sara Langan about the ways in which the emergence of practice management software is changing the legal landscape. Sara chats with podcast hosts Dan Cuneo and Sarah Ruttan Bates about her own background in the legal industry and what that has taught her. The group also reflects about how practice management software has emerged in recent years and forced law firms to adjust how they operate. Moreover, they discuss the opportunity this presents firms to become more efficient, drive more revenue, and increase profitability. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post The Emergence and Evolution of Legal Practice Management Software – Part I – The Entrepreneurial Lawyer appeared first on Lexicon.

  20. 8

    Doing Legal Digital Marketing Right with Kristen Schneider – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer welcomes Kristen Schneider, the owner of Kristen Schneider Consulting. Kristen speaks with podcast hosts Dan Cuneo and Sarah Ruttan Bates about digital marketing for law firms. The group discuss how legal marketing has changed throughout the last couple of years, what strategies law firms should be using on social media to reach a larger audience, establishing credibility for your firm’s brand online, and more. Listen and subscribe to The Entrepreneurial Lawyer on YouTube, Spotify, Apple Podcasts or by visiting LexiconServices.com. The post Doing Legal Digital Marketing Right with Kristen Schneider – The Entrepreneurial Lawyer appeared first on Lexicon.

  21. 7

    Total Compensation for Your Team with Mike Chalmers – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer features Mike Chalmers from Buck, an integrated HR, pensions, and employee benefits consulting, technology, and administration services firm. Our hosts sit down with Mike to discuss tools law firm leaders should use to evaluate employee compensation. The group looks into how executives can develop different strategies to determine compensation and understand how much attorneys should get paid to feel they are valued. Make sure to listen and subscribe on your favorite podcast streaming app or by visiting Lexicon’s YouTube channel. The post Total Compensation for Your Team with Mike Chalmers – The Entrepreneurial Lawyer appeared first on Lexicon.

  22. 6

    Lawyers and Leasing: How Office Spaces are Changing – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer features Becky Lucas, Leasing Specialist at Lexicon. Becky sits down with hosts Dan Cuneo and Sarah Ruttan-Bates to discuss how lawyers have handled making decisions about their office space throughout the pandemic. Listen as the trio discusses the pros and cons of hybrid work, factors to consider when choosing an office space, things that help streamline office operations for law firms, and more. Find out more about Lexicon’s facilities management services here. Subscribe to The Entrepreneurial on Spotify, Apple Podcasts or YouTube to keep up with each new episode. The post Lawyers and Leasing: How Office Spaces are Changing – The Entrepreneurial Lawyer appeared first on Lexicon.

  23. 5

    Licensing Your Legal Practice with Doug Whitlock – The Entrepreneurial Lawyer

    This episode of The Entrepreneurial Lawyer feature Doug Whitlock, an attorney at Sandberg Phoenix. He speaks about licensing your law firm with podcast hosts Dan Cuneo and Sarah Ruttan-Bates. Listen as the trio dives into not only growing your law firm but advice for those just beginning. They provide tips for lawyers registering their business, registration in different states, liabilities to take into consideration, and more. Listen and subscribe now on your preferred podcast platform or by visiting our website. The post Licensing Your Legal Practice with Doug Whitlock – The Entrepreneurial Lawyer appeared first on Lexicon.

  24. 4

    Branding and Marketing in the Legal World with Lauren Hoffmann – The Entrepreneurial Lawyer

    In this episode of The Entrepreneurial Lawyer, our hosts Dan and Sarah sit down with Lexicon Senior Brand Manager and host of The LeXFactor podcast Lauren Hoffmann. The group discusses marketing in the legal industry. Things like building a brand and using social media advertising are still relatively new to lawyers even in the current digital environment – but according to our hosts and special guest, that shouldn’t stop them from using marketing to their advantage in the competitive legal market. Listen now to hear our insights on the importance of marketing know-how for managing and growing a law firm. Don’t miss an episode by making sure to subscribe to The Entrepreneurial Lawyer on iTunes, Spotify, Apple Podcasts or your preferred podcast platform. You can also listen by visiting LexiconServices.com. The post Branding and Marketing in the Legal World with Lauren Hoffmann – The Entrepreneurial Lawyer appeared first on Lexicon.

  25. 3

    IT Infrastructure Impacts – The Entrepreneurial Lawyer

    Hosts Dan Cuneo and Sarah Ruttan-Bates return with The Entrepreneurial Lawyer this week and invite another Lexicon leader as their guest – Chief Information Officer Brad Paubel (who is also a host of The LeXFactor). The group sit down in the studio to discuss IT infrastructure in the current legal landscape. IT infrastructure impacts law firms in big ways, and lawyers should be ready to put IT at the top of their list for a post-pandemic, hybrid world. What kind of safety should be the primary concern for law firms as they begin 2022? This podcast answers that question and more in this episode. Don’t forget to listen to The Entrepreneurial Lawyer by visiting LexiconServices.com or by subscribing on your preferred podcast platform. The post IT Infrastructure Impacts – The Entrepreneurial Lawyer appeared first on Lexicon.

  26. 2

    Investigating Vendor Relationships – The Entrepreneurial Lawyer

    The Entrepreneurial Lawyer returns with hosts Lexicon CEO Dan Cuneo and Lexicon Director of Legal Operations & Training Sarah Ruttan-Bates as they discuss how to make law firms profitable in the modern legal industry. In this episode the pair look into managing vendor relationships and deciding when and how to outsource or keep things in house. Dan and Sarah also speak about the benefits of outsourcing for lawyers so they can focus on their practice. Remember to listen and subscribe to The Entrepreneurial Lawyer by visiting LexiconServices.com. The post Investigating Vendor Relationships – The Entrepreneurial Lawyer appeared first on Lexicon.

  27. 1

    Pro Tips on Practice Financials – The Entrepreneurial Lawyer

    The Entrepreneurial Lawyer is a podcast with legal professionals made for helping lawyers manage and grow their law firms. In this inaugural episode, co-hosts Dan Cuneo, CEO at Lexicon, and Sarah Ruttan-Bates, Lexicon’s Director of Legal Operations and Training, jump right in to talk about what the brand-new podcast will cover and how they plan to provide the tools lawyers need to learn the business side of law. The podcast hosts also welcome their first guest to the studio, Lexicon Director of Finance Dan Meyer. Dan sits down to explore how practicing law is only a part of what an attorney does day to day and how keeping finances on track at a law firm is vital to any law practice. From making a budget to reaching your revenue goals, they look into it all. Remember to listen and subscribe to The Entrepreneurial Lawyer on your preferred podcast platform for by visiting LexiconServices.com. The post Pro Tips on Practice Financials – The Entrepreneurial Lawyer appeared first on Lexicon.

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ABOUT THIS SHOW

Lexicon CEO Dan Cuneo and Director of Legal Operations and Training Sarah Ruttan-Bates dive into the most effective ways that law firms can expand and increase revenue in today’s rapidly evolving industry. These two long-time legal professionals know all about the daily challenges and pain points that come with running a modern firm. They explore how attorneys can make their practices profitable, ways to improve the client experience, staff utilization trends, practice quality, the emergence of outsourcing legal services, and much more.

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The Entrepreneurial Lawyer

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