A 2020 Clio Cloud Conference Keynote Speaker, Ben joins Clio CEO Jack Newton for a powerful and moving discussion about race, justice, and the ability each of us has to make a difference in the world. 

In today’s episode, Ben and Jack discuss: 

• Some of the more notable cases of Ben’s career
• The major influences who inspired Ben: his mother, and Thurgood Marshall
• How and why Ben started representing victims of police violence
• Ben’s advice for anyone who wants to make an impact
• Ben’s take on the significance of this modern Civil Rights Movement
• Ben’s vision for what a more just system would look like in America

Benjamin Crump has established himself as one of the nation’s foremost lawyers and advocates for social justice, earning the nickname “Black America’s Attorney General”. His legal acumen has ensured that those marginalized in American society are protected by their nation’s contract with its constituency. He is the founder and principal owner of Ben Crump Law.

Ben’s tireless advocacy has led to legislation preventing excessive force and developing implicit bias training and policies. He has been nationally recognized as the 2014 NNPA Newsmaker of the Year, The National Trial Lawyers Top 100 Lawyers, and Ebony Magazine Power 100 Most Influential African Americans. 

He has represented families in several high-profile civil rights cases including Trayvon Martin, Michael Brown, Stephon Clark, as well as the residents of Flint, Michigan, who were affected by the poisoned water of the Flint River. Ben represented 9 of the 13 black women who were victims in the Holtzclaw Oklahoma City Police rape case in 2015 and worked on the precedent-setting U.S. Supreme Court case involving excessive police force against Robbie Tolan in 2008.

Ben is the President of the National Civil Rights Trial Lawyers Association and previously served as President of the National Bar Association.

You can follow Ben on Twitter at @AttorneyCrump

In this episode, Jack and the Daily Matters producers discuss:

• Why it was important to Jack to start a daily podcast as COVID-19 struck the legal industry
• What the shift in the legal industry because of COVID was like—and how life at Clio shifted as well
• The impact of speaking to distinguished guests like Seth Godin, Angela Duckworth, Shaka Senghor, David Lat, Ken White a.k.a. Popehat, Richard Susskind, Paula Davis-Laack, Brian Cuban, Jeena Cho, I. Stephanie Boyce, and many others
• How the discussions on the podcast have helped inform Clio’s direction as it looks to lead the legal industry forward

What audience members can anticipate learning during Jack’s keynote presentation at the 2020 Clio Cloud Conference (tomorrow—October 13, 2020).

Bio:
As the CEO and Co-founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, and privacy issues surrounding cloud computing, and has become a nationally recognized author and speaker on these topics. He co-founded and is President of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry, and is the author of The Client-Centered Law Firm, a bestseller that's helping law firms thrive in today's experience-driven era. 

Jack was also named a 2019 Fellow to the College of Law Practice Management, he sits on the board of AI-powered legal research provider ROSS Intelligence, and he is an investor and advisor to early-stage legal tech startups.

Last but not least, Jack is the host of Daily Matters, a podcast dedicated to hearing from legal professionals, industry leaders, and subject matter experts about the future of law. You can find Daily Matters on Spotify, Apple Podcasts, Google Podcasts, or Stitcher.

You can follow Jack on Twitter at @jack_newton

In this episode, Angela and Clio CEO Jack Newton engage in an impactful discussion about grit, burnout, and the traits and behaviors that correlate most strongly with personal success. Specifically, Angela and Jack discuss:

• Why “sampling” different careers is beneficial for long-term growth
• What Angela’s neuroscience background taught her about the ways the human brain works—and how we learn throughout life
• What “grit” means to Angela, why she started studying it, and why it matters
• How burnout enters the equation—especially for lawyers—and how to deal with it
• How people can learn to become more “gritty” in their own lives

Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance scientific insights that help children thrive. She is also the Rosa Lee and Egbert Chang Professor at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good Initiative, and faculty co-director of Wharton People Analytics. A 2013 MacArthur Fellow, Angela has advised the World Bank, NBA and NFL teams, and Fortune 500 CEOs. Prior to her career in research, Angela founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study and, in 2018, celebrated its 25th anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller. She is also co-host, with Stephen Dubner, of the podcast No Stupid Questions.

You can follow Angela on Twitter at @angeladuckw

In this episode, Seth shares valuable insights about marketing, business, problem solving, and making things better. Specifically, Seth and Jack Newton discuss:

• Why the career highlights he values the most are his failures
• Why lawyers need to rethink what marketing is, and how to do it 
• The importance of adopting a value-based mindset (as opposed to a time-based mindset)
• The competitive advantages of serving a specific market and prioritizing trust and connection
• How the COVID-19 pandemic has shifted society—and what you can do now to better position yourself for the future

Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.

He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip, and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.

In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.

In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.

You can follow Seth on Twitter at @ThisIsSethsBlog

In this episode, Mark chats with Clio CEO Jack Newton about:

• How Holte Immigration Law has grown and succeeded as a virtual law firm
• Why and how Mark implemented a dedicated content marketing strategy—including blogging, podcasting, video, and social media
• What being client-centered and firm-supported means to Mark, and why it’s valuable for his firm
• How Mark sees immigration practice changing for the better in the next 3-5 years

Mark Holthe is Founder and Chief Inspirational Officer at Holthe Immigration Law. He acts for large multinational and domestic companies assisting with relocation, sourcing of foreign skilled labour, and intra-company transfers to Canada. He also provides support on all cross-border related immigration matters for US companies seeking to do business in Canada.

Mark is a past Executive Member of the National Immigration Section of the Canadian Bar Association as well as a Past-Chair of the Canadian Bar Association's Immigration Section in Calgary. He is also a member of the International Bar Association's Immigration and Nationality Law Committee, and a member of the Canadian Chapter and Global Migration Section of the American Immigration Lawyer Association.

Additionally, Mark is the host of the Canadian Immigration Podcast on iTunes.

You can follow Mark on Twitter at @MarkHolthe

In this episode, Joshua talks with Jack Newton about the rapidly-changing world of professional responsibility in the legal industry, and how Continuing Legal Education (CLE) is evolving.

Specifically, Joshua and Jack discuss:

• What the profound shift in the adoption of legal technology caused by COVID-19 means for legal professionals’ responsibilities and ethical considerations
• How the pandemic has altered traditional cost-benefit analyses regarding the use of legal technology
• What a “better normal” in legal could look like
• Why CLE matters, and how the CLE landscape changing in the COVID era
• New and innovative ways for lawyers to meet their states’ CLE requirements through educational podcasts, webinars, conferences, and more

Joshua Lenon is Clio’s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.

You can follow Joshua on Twitter at @JoshuaLenon

Billie recently served on the task force that helped steer Arizona towards becoming the first U.S. state to formally allow non-lawyers to become co-owners of law firms and other legal service operations—a landmark decision that could have far-reaching implications.

In this episode, Billie and Clio CEO Jack Newton discuss:

• How Billie grew her law firm and built innovate legal businesses
• Why focusing on client intake is critical for law firm growth and sustainability
• How Modern Law Practice teaches lawyers to build better processes at their firms
• Why Arizona is opening up law firm ownership to non-lawyers, how this decision came to be, and what might happen as a result
• How the legal industry can create more accessible legal services, and what some of the shifts in the industry could look like

Billie is the owner of: Modern Law, a three time recognized winner of the fastest growing firms in America; Access Legal, a certified legal document preparation and legal technology company dedicated to increasing access to justice; and Modern Law Practice, her newest venture, a plug and play law firm model to maximize law firm growth using technology and best practices. 

Billie is also a national speaker and author of the books Decode Your Divorce and Tiger Tactics: Powerful Strategies for Winning Law Firms. In 2018, Billie and Modern Law won the Reisman Award for Law Firm Innovation at the annual Clio Cloud Conference.

You can follow Billie on Twitter at @mymodernlaw

In this episode, Lucy and John speak with Jack Newton about:

• What the Utah Implementation Task Force on Regulatory Reform is, and how it pursues its mandate
• Why the current regulatory environment is the way it is—and how the COVID-19 pandemic is reshaping it
• What the legal industry can do to address the access to justice crisis
• How Utah is leading the charge on legal regulatory reform

To learn more about the Utah Implementation Task Force on Regulatory Reform, visit https://sandbox.utcourts.gov/

John Lund has practiced law the old-fashioned way since 1984. He is a shareholder with Parsons Behle & Latimer, where he represents clients in challenging litigation and trials throughout the West. John is recognized by Chambers USA as a Band 1 lawyer for commercial litigation and is also a Fellow of the International Academy of Trial Lawyers.

John is the immediate past president of the Utah State Bar and has been involved in leadership of the Utah Bar for over a decade. He recently concluded two terms as the lawyer representative on Utah’s Judicial Council, which oversees Utah’s judicial branch. He has served on various committees and projects relating to improving access to justice and innovation in the practice of law. Currently, John co-chairs a joint task force of the Utah Supreme Court and the Utah Bar that is recommending significant and potentially disruptive changes to the regulation of legal services in order to bring innovation to legal services and thereby improve access to justice.

Lucy Ricca is a Fellow and former Executive Director of the Stanford Center on the Legal Profession at Stanford Law School and a Special Project Advisor of the Institute for the Advancement of the American Legal System (IAALS). Lucy was a Lecturer at Stanford Law School and has written on the regulation of the profession, the changing practice of law, and diversity in the profession.

As Executive Director, Lucy coordinated all aspects of the Center’s activities, including developing the direction and goals for the Center and overseeing operations, publications, programs, research, and other interdisciplinary projects, including development and fundraising for the Stanford Legal Design Lab. Lucy joined Stanford Law School in June 2013, after clerking for Judge James P. Jones of the United States District Court for the Western District of Virginia.

In this episode, Temi and Clio CEO Jack Newton discuss:

• Her career path to becoming a business lawyer
• How she found her voice and encourages other young lawyers to do the same
• How she’s helping other law firms find more success in uncertain times
• How harnessing your weaknesses can be a competitive advantage 

Temi is becoming a leading voice and legal advisor for individuals seeking counsel with business and personal matters. As the principal attorney of her Houston-based law firm and the creator of the ASK TEMI LIVE! show, she provides legal services to help people establish businesses, protect their names, and keep profits. She also provides mentorship to new lawyers and upcoming law students to help them find their unique voices in the legal practice. She's committed to creating a legacy where excellence in legal advocacy meets excellence in compassion.

You can follow her on Twitter at @TOSLegal

In this episode, Jon chats with Clio CEO Jack Newton about:

• The changes Jon has seen in creative industries since COVID-19 started
• Why Counsel for Creators started using a subscription services model
• The benefits that a subscription model has for lawyers and clients
• How lawyers can determine whether a subscription services model works for their firm
• Why enhancing the legal client experience should be the focus of legal innovation going forward 

Jon Tobin is a Partner at Counsel for Creators LLP, a next-generation law firm focused on the needs of creative businesses and individuals. A graduate of the UCLA School of Law, Jon deals with matters involving copyrights, trademarks, software, design, licensing, business, art law, and contracts. Before studying law he worked for years as a designer and software developer, so he knows what it means to work in creative industries and how things actually get done.

Jon also speaks and writes regularly about legal issues facing technology and creative ventures; he has given talks for the American Institute of Graphic Arts, the California Community Foundation, UCLA Law, and at a variety of design and technology conferences.

You can follow Counsel for Creators LLP on Twitter at @CreatorsCounsel

Specifically, this episode covers:

• How the legal industry has changed since Gyi started AttorneySync, and how those changes have sped up during COVID-19
• Why it’s a competitive advantage for firms to embrace technology
• The importance of designing a great experience for potential new clients
• How law firms can generate new business by marketing themselves better online
• What lawyers need to know about SEO

Gyi Tsakalakis is a former lawyer and President and Co-founder of AttorneySync, which uses digital marketing practices to help lawyers get found and hired online. Gyi’s core focus is search engine optimization (SEO), with which he helps law firms and other businesses improve their core metrics with the web.

Gyi also assists other businesses with online marketing at EPL Digital, and he is an advisor to the legal tech companies Lawmatics and Gideon Software, Inc.

To learn more about AttorneySync or EPL Digital, visit www.attorneysync.com or https://epldigital.com/, respectively. And follow Gyi on Twitter at @gyitsakalakis 

In this episode, Alfred and Jack Newton discuss the implications of the ways we communicate and share information in the present—and how this is shaping our future. Specifically, they discuss:

• Two of Alfred’s books, Data Journalism and the Regeneration of News and Tell Everyone: Why We Share and Why It Matters
• Why people behave the way they do on social media, and what this means for our society
• How Albert’s work with The Conversation Canada is fostering a new type of journalism
• How we can begin to rebuild public trust in the media
• How the legal and journalistic professions are similar, and what lawyers can learn from journalists’ example

You can follow Alfred on Twitter at @Hermida

Bio:
Alfred Hermida is an award-winning online news pioneer, digital media scholar, and journalism educator with two decades of experience in digital journalism. Director and professor at the School of Journalism, Writing, and Media at the University of British Columbia in Vancouver, Canada, he is at the forefront of research into the digital transformation of media, social media, and data journalism. 

In 2017, Alfred co-founded and launched The Conversation Canada with his UBC Journalism colleague, Mary Lynn Young, bringing academics and experienced journalists together to share timely analysis and commentary drawing from research, evidence and insights.

His most recent book, co-authored with Mary Lynn Young, is called Data Journalism and the Regeneration of News. It reveals how the growth of data journalism has been cultivated and sustained by professional identities, tools and technologies, and new forms of collaboration and computational thinking. 

His previous book, Tell Everyone: Why We Share and Why It Matters, charts how our enhanced capacity to share information via social media is shaping our notions of an informed and engaged public, a media ecology of competing ideas, and a responsive political establishment. It won the 2015 National Business Book Award. 

In this interview with Jack Newton, Risha discusses some of the most important aspects of D&I practices companies need to think about and implement—including what law firm leaders and legal professionals can do.

The conversation between Jack and Risha touches on:

• How D&I discussions have evolved since Risha first entered the space
• The business benefits of fostering diverse and inclusive working environments
• The best and worst ways Risha has seen companies handle D&I with their employees
• Some of the main things companies and law firms must change

On Wednesday, August 19, Risha is leading a special virtual seminar with Clio, focusing on how law firms can address diversity, inclusion, and bias. You can register for the event, entitled Get Rid of the BS: How Bias Synapse is Holding Back Your Law Firm, here. (If you can’t make it on Wednesday, don’t worry—we’ll send a free recording to everyone who registers.) 

Risha Grant is a top diversity and inclusion keynote speaker, Founder & CEO of Risha Grant LLC, an award-winning diversity consulting and communications firm, and author of That’s BS! How Bias Synapse Disrupts Inclusive Cultures. Through her interactive keynotes and deep-dive training sessions, Risha teaches and empowers attendees with D&I tools to increase their bottom line.

Risha has motivated and educated numerous corporations, associations, and universities and led them to a new place of respect and understanding. These audiences have included Discover Card Financial Services, Samsung Electronics America, Cox Communications, Wells Fargo, USAA Diversified Financial Group, Boy Scouts of America, the U.S. Airforce, the Federal Reserve Bank of Kansas City, the NBA’s Oklahoma City Thunder, the University of Oklahoma, and Roger Williams University, to name a few.

Risha has been awarded numerous honors such as the 2019 Top 100 HR Influencers, 2018 Inclusive Leadership Award, Entrepreneur of the Year 2017, One of Four to Watch by the Tulsa World, one of the Most Influential African-Americans, and one of the Top 10 Entrepreneurs by Engage Magazine. She has also won the Tulsa Regional Chamber’s Top Inclusive Award three years and been nominated for the Journal Record Woman of the Year Award several times.

You can follow Risha on Twitter at @RishaGrant and visit her website at https://rishagrant.com/

In this timely and topical episode, Ken and Jack Newton discuss:

• Whether social media platforms have a responsibility to crack down on misinformation and hate speech
• Ken’s thoughts on high levels of public distrust towards news media outlets
• Ken’s take on the protests and law enforcement response in Portland
• Why the Justice Department’s recent actions are alarming from a legal perspective
• How to reconcile a love for America with frank recognition of longstanding issues in American society

Ken White is a First Amendment litigator and criminal defense attorney at Brown White & Osborn LLP in Los Angeles, California. He began his career as a federal prosecutor. Since joining private practice in 2001, he’s maintained a white collar criminal defense practice and built a First Amendment practice defending defamation cases and advising clients about free speech issues. 

Ken also writes at Popehat.com, a blog devoted to law, politics, and culture, and has written on free speech and criminal justice issues for the Los Angeles Times, the Daily Journal, Salon, Reason Magazine, National Review Online, and other publications. He is the host of Make No Law: The First Amendment Podcast, and co-host of the All the President’s Lawyers Podcast.

You can follow Ken (via Popehat) on Twitter at @popehat, read his writing at https://www.popehat.com/, and learn more about Brown White & Osborn LLP at https://brownwhitelaw.com/. To listen to the Make No Law podcast, visit https://legaltalknetwork.com/podcasts/make-no-law/.

In today’s Daily Matters conversation, George chats with Jack Newton about how legal has evolved, and where it’s headed. Specifically, they discuss:

• What Clio and the legal industry were like 10 years ago, and how both have changed over time
• The importance of data literacy to law firms, and how firms can leverage data more successfully
• George’s insights into major ways that COVID-19 has affected the legal industry
• What the legal industry might look like 10 years from now
• Key things firms can do to position themselves for the future

To learn more about COVID-19’s impact on legal, read Clio’s data-driven research analysis here: https://www.clio.com/resources/legal-trends/covid-impact/

To learn more about data literacy for law firms, listen to the prior Matters podcast episode “Why Data Literacy Matters” here: https://www.clio.com/podcast/why-data-literacy-matters/

And to read the 2019 Legal Trends Report, visit https://www.clio.com/resources/legal-trends/2019-report/

George Psiharis is the Chief Operating Officer at Clio, the leader in cloud-based legal technology. Specializing in customer success, business development, and data operations, George has worked extensively with law schools, bar associations, and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible. George is also fluent in Greek, a skill he’d love to use as Clio expands its global offerings.

To connect with George, you can find him on LinkedIn. To learn more about Clio, visit www.clio.com 

In this episode, Ross talks to Clio CEO Jack Newton about:

• What Ross has learned about being a law firm owner, and leadership
• The difference between working “on” your business as opposed to “in” it
• How Albers & Associates responded assertively to the COVID-19 crisis—and actually expanded its business during the pandemic
• The ways legal technology helps Ross and his team gain a thorough understanding of how to be more efficient and strategic

Bio
Attorney Ross W. Albers is CEO of Albers & Associates, a personal and professional development company that supports its employees to improve their lives, provide them with happiness and love them like family. Albers & Associates has offices located throughout Maryland, representing clients with DUI/DWI, personal injury, and criminal matters.

A former insurance adjuster and Baltimore City prosecutor, Ross decided to form his own firm after getting fired from his job at a small firm two weeks before his wedding. Today, Albers & Associates succeeds by taking a personal interest in each client. 

Ross has a Bachelor of Science degree in Business Management from Bucknell University, and a law degree from the University of Baltimore School of Law. You can follow him on Twitter at @rossalbersesq

In this episode, Darren joins Jack Newton for a discussion about:

• Pro sports’ efforts to resume play during COVID-19
• The difficult considerations pro athletes must take into account
• Darren’s personal experiences with the controversy around renaming the “Washington Football Team”
• Updates on the national debate about compensating collegiate athletes
• How attorneys can cultivate a strong personal brand and social media presence—and get their clients saying, “I love my lawyer.”

Bio
Darren Heitner is Founder and Chief Vision Officer at Heitner Legal P.L.L.C., which is a law firm with many practice areas, including sports law and contract law. Darren has represented numerous athletes and sports agents as legal counsel, including well-known names like Antonio Brown, Brandon Marshall, Johnny Manziel, Terrell Owens, Anna Kournikova, Andrew Wiggins, De’Aaron Fox, Jose Bautista, Manny Ramirez, Drew Rosenhaus, and many others.

An attorney and Florida Supreme Court Qualified Arbitrator focusing on sports, entertainment, intellectual property, litigation and transactional work, Darren is the author of How to Play the Game: What Every Sports Attorney Needs to Know. He also was a Contributor to Forbes for over six years, wrote for three years at Inc. Magazine, taught at Indiana University Bloomington, and founded the Sports Agent Blog. He currently writes at Above the Law.

In 2019, Darren was named to the University of Florida's 40 Under 40 list. In 2020, he was honored with UF Law’s Outstanding Young Alumnus award.

You can follow Darren on Twitter at @DarrenHeitner

In this episode, Nicole talks to Jack Newton about:

• Nicole’s journey from lawyer to legal industry entrepreneur
• Nicole’s takeaways from her years hosting the Gen Y Lawyer Podcast
• Advice for law firms who have Millennials on staff or work with Millennial clients
• How the coronavirus crisis compares to the Great Recession in 2008, and what that means
• Why Nicole feels lawyers are “exceptionally qualified to help change society for the better”

You can watch Nicole’s past presentation from the Clio Cloud Conference, “Millennials: Understanding Your New Clients and Colleagues,” here. (To learn about the 2020 Clio Cloud Conference, visit www.cliocloudconference.com.)

Nicole Abboud-Shayan is a Business Development Associate at Wordrake, a national speaker, and award-winning content creator who is guiding a new generation of leaders in the legal field.

As a WordRake team member, Nicole helps demonstrate the value of clear and concise writing in helping lawyers and other professionals communicate effectively. Through her insightful blog posts, podcasts, and resources, she’s here to show lawyers and law firm owners that effective leadership—the kind that works in today’s world—is agile, minimalistic, and social.

Nicole’s advice has been featured on numerous legal podcasts as well as online legal publications and web portals like the ABA Journal, GP Solo, Attorney at Work, Ms. JD, and Forbes. Nicole has spoken at leading industry conferences like the Clio Cloud Conference, Avvo’s Lawyernomics, and various bar association conferences.

You can follow Nicole on Twitter at @nicoleabboud

Specific discussion points include:

• How COVID-19 has affected law firms—and law firm marketing
• The importance of digital marketing, specifically related to client intake
• Helping lawyers understand the value and key components of digital marketing and SEO practices
• Advice for firms to consider when planning marketing strategies

To learn more about Seth’s law firm or marketing business, visit Price Benowitz LLP at https://pricebenowitz.com, and BluShark Digital LLC at https://blusharkdigital.com

Bio
Seth Price is a founding partner of Price Benowitz LLP and the firm's business backbone. Seth is committed to a firm that provides excellent representation and exceptional customer service, a business formula that has seen Price Benowitz grow from two attorneys to more than forty. A transformational leader, Seth is often asked to speak on law firm development and legal marketing strategy.

Seth is an accomplished attorney in the DC area, with a focus on personal injury, wrongful death, medical malpractice, and workers’ compensation law. He has received countless awards and accolades for his dedication and ability to stand out as an exemplar for his peers.

Seth is also the Founder of BluShark Digital LLC, which helps businesses use Search Engine Optimization (SEO) and other marketing techniques to stand out online.

You can follow Price Benowitz LLP on Twitter at @PriceBenowitz

In today’s episode, Donna Saadati-Soto and Efrain Hudnell join the podcast. As co-founders of United for Diploma Privilege, Donna and Efrain are advocating for a more thorough understanding of the bar exam’s purpose and efficacy in the modern legal world, and alternative pathways to legal practice—including diploma privilege.

During their discussion with Jack Newton, Donna and Efrain talk about:

• What diploma privilege is, and the work that United for Diploma Privilege does
• Why the bar exam is both loved and hated within the legal community
• How the COVID-19 pandemic has caused different challenges for the Class of 2020, especially regarding the bar exam
• Why the bar exam’s racial disparities are alarming—and problematic
• How the legal industry can create more equitable pathways to legal practice in the future

To learn more about United for Diploma Privilege or to get involved, visit www.unitedfordiplomaprivilege.org  

Donna Saadati-Soto is a recent graduate of Harvard Law School. During her time at Harvard, she served as a student attorney with the Harvard Legal Aid Bureau, heading the immigration practice group.  As a member of the Bureau, she represented an appellant before the U.S. Court of Appeals for the First Circuit in an international child custody dispute. Donna also served as the Executive Editor of the Harvard Latinx Law Review. She is immensely interested in the intersection of immigration, family, and criminal law, viewed through a racial justice lens. Donna holds a Bachelor's degree in Economics from Stanford University.

Efrain is a 2020 graduate from Seattle University School of Law in Seattle Washington. Originally from “the other Washington” (Washington DC), Efrain graduated from New Mexico State University with his bachelor’s degree in Political Science. After graduation Efrain commissioned as an active Army Officer initially in the Infantry but later in the Military Intelligence field where he served until his discharge to attend law school. While in Law School Efrain sought out multiple opportunities in the public sector such as the Washington Attorney General’s Office, Washington State Senate, and Seattle City Attorney’s Office. Thanks to diploma privilege, Efrain is now a sworn attorney, but is lending his efforts primarily to the United for Diploma Privilege Movement until the fall where he anticipates beginning his legal career as a prosecutor.

In this episode, Nicole and Jack discuss:

• Projects Theory and Principle are undertaking to improve access to justice
• How good design benefits the legal industry
• The problems and pitfalls with ‘design thinking’
• Measuring the impact of technology on the justice system
• How can firms start preemptively addressing coming legal needs

Nicole Bradick is the Founder and CEO at Theory and Principle, a legal and justice technology product design and development firm. Theory and Principle’s team of designers, engineers, project managers, product managers, and strategists works with global law firms, foundations, legal aid organizations, and legal technology companies to design and build innovative web and mobile apps related to law and justice. Their mission is to improve the legal experience for all through thoughtfully designed digital products.

Nicole is a former litigator turned three-time legal technology entrepreneur, and the leading industry expert in legal technology product design and development. You can often find her doing talks on this topic on stages around the world, and she has been the driving force behind some of the most ambitious digital products in the legal industry.

You can follow Nicole and Theory and Principle on Twitter at @NicoleBradick and @theoryprinciple.

In this episode, Ivy talks with Clio CEO Jack Newton about:

• Her unique career path, and why she gravitated towards WordRake
• How she’s become a better writer using technology
• Why working in legal tech opened her eyes to things lawyers can do better
• How the adoption of technology can improve Access to Justice
• The importance of email communication to lawyers’ careers
• Why we need more women of color in legal and in tech

Learn more with these additional resources:

• Choose Your Own Adventure: Decisions, Pivots, and Possibilities
• How Email Defines Your Writing Reputation
• Build a Better Team to Solve the Right Problems
• Four Tips for Engaging with Diverse Legal Tech Entrepreneurs 

Lawyer and legal tech entrepreneur Ivy B. Grey is the Vice President of Strategy and Business Development for WordRake. WordRake is an editing add-in for MS Word that tightens, tones, and clarifies your writing. Ivy is responsible for business strategy, competitive analysis and positioning, product development, marketing, and branding. She uses her multidisciplinary background to accelerate WordRake’s growth and further develop the software.

As creator of “American Legal Style” for the PerfectIt proofreading tool, Ivy has earned the respect and admiration of the legal tech world through her work on technology competence, ethics, and innovation. She is one of the most popular bloggers on “Above the Law” because of her unique ability to synthesize technical, business, and legal information into practical advice and actionable plans for her following. In 2018, she was recognized as a Fastcase 50 Honoree and a part of the Women of Legal Tech by the ABA Legal Technology Resource Center. Prior to joining WordRake, Ivy practiced corporate bankruptcy law for ten years, and was named a Rising Star in the New York Metro Area for five consecutive years. This year, Ivy was named to the 2020 ILTA Influential Women in Legal Tech list.

Follow Ivy on Twitter @IvyBGrey or connect with her on LinkedIn.

In this episode, Bill and Jack Newton engage in a thought-provoking discussion about:

• The impact COVID-19 has had on change and innovation in legal
• Key strategies that differentiate highly successful law firms
• How to solve the legal profession’s Diversity and Inclusion problems
• What it’s like being a legal educator during the pandemic
• Lawyers’ obligations to promote the social good during times of crisis

Additionally, here are some articles and resources Bill mentions during the episode, which you can explore further:

• The Five Strategies of Highly Successful Firms
• Solving the Legal Profession’s Diversity Problem
• The Institute for the Future of Law Practice (IFLP)

Bio
Bill Henderson joined the Indiana University Maurer School of Law faculty in 2003 following a visiting appointment at Chicago-Kent College of Law and a judicial clerkship for Judge Richard Cudahy of the U.S. Court of Appeals for the Seventh Circuit.  

Drawing upon more than a decade of research, Bill is a sought-after commentator on the changing legal marketplace. His observations and research have been frequently quoted in the New York Times, the Wall Street Journal, USA Today, the Atlantic Monthly, the Washington Monthly, The Economist, and National Public Radio. Bill’s essays and studies also frequently appear in the National Law Journal, The American Lawyer, and The ABA Journal.

In 2010, Bill co-founded Lawyer Metrics, an applied research company focused on the legal industry. Access Group acquired the company in 2015.

You can follow Bill on Twitter at @wihender

In this wide-ranging discussion with Jack Newton, Bryan talks about:

• Why he co-founded Legal Innovators, and how the company helps law firms and lawyers
• How data and metrics can help firms make better decisions
• How to foster more successful Diversity and Inclusion initiatives in law firms and law schools 
• Why lawyers should think more like business owners
• What the future of the profession could and should look like

You can read Bryan’s recent article in The American Lawyer, “What the Death of George Floyd Should Teach the Legal Industry,” here. And check out Legal Innovators’ framework for improving Diversity and Inclusion in legal here.

Bryan Parker is the Co-founder and CEO of Legal Innovators, an innovative alternative legal service provider (ALSP). As CEO, Bryan runs Legal Innovators’ day-to-day operations. Not only is he trained in the law, he is also a leader in business; Bryan served as the CEO and COO of venture- and private equity-backed businesses including DaVita and Affinity Media, and he also has a background in investment banking.

One of Bryan’s passions is helping clients find innovative solutions to their hiring, pricing, and Diversity and Inclusion challenges in an efficient and cost-effective manner. He can relate to the pressure today’s businesses face to reduce costs, while preserving quality. Bryan leads Legal Innovators’ team with this dual focus in mind.

You can follow Bryan on Twitter at @RBRYANPARKER

In this episode, Kelly and Betsy talk to Clio CEO Jack Newton about:

• Why they started their firm, and how it grew over time
• Key things for attorneys who are considering starting their own firms to think about
• The advantages of running a distributed law firm using cloud-based technology
• How to foster and maintain a law firm’s culture and values, even with employees working remotely
• Traits to look for when hiring employees who can thrive in a Work-From-Home environment

Kelly Hayes and Elizabeth “Betsy” Stotler are Owners and Managing Attorneys at Stotler Hayes Group, LLC.

Kelly’s 15-year legal career has included working on behalf of hundreds of long-term care facilities and individuals appealing denials of Medicaid benefits, health insurance coverage, short- and long-term disability claims, and Social Security Disability Insurance and Supplemental Security Income Applications. Her passion for provider-sided representation is second only to her enthusiasm for efficient process management and strategic thinking. Together she employs these skills to the global management of the firm, the oversight of its cases, and most enjoyably, to its client relationships.

Betsy has practiced law for more than a decade, focusing on civil litigation and the resolution of complex problems faced by health care facilities. This practice involves various types of matters, including general collection, Medicaid eligibility, guardianships, and estates. Betsy offers a thoughtful, zealous and tailored approach to each case, and she provides consulting services to clients to assist in finding the most cost-effective solutions to existing problems and alleviating future issues.

In this episode, Dan and Jack Newton discuss:

• Dan’s unique career path from high school dropout to law professor
• Dan’s involvement with the historic Obergefell v. Hodges case
• Criminal justice reform, and what it will take to achieve actual justice
• What Dan learned from his run for Congress
• How the COVID-19 crisis could drive more law students to small law firm work
• The problems inherent in plea bargaining

Daniel J. Canon is a civil rights lawyer, teacher, writer, speaker, consultant, and activist based primarily in Indiana and Kentucky. Dan is consistently voted one of the region's top lawyers in the area of individual/constitutional rights. He has argued before the 6th and 7th Circuit Courts of Appeals, the Kentucky Court of Appeals, and the Kentucky Supreme Court, and he is counsel of record on several published cases from those courts. 

Dan is best known as lead counsel for the Kentucky plaintiffs in the landmark Supreme Court case of Obergefell v. Hodges, counsel for the plaintiffs in the pioneering Kentucky and Indiana marriage equality cases of Bourke v. Beshear, Love v. Beshear, and Love v. Pence, counsel for Miller v. Davis, the highly-publicized case in which plaintiffs were refused marriage licenses in Rowan County, Kentucky, and counsel for the protesters in Nwanguma v. Trump. He is also counsel in a number of high-profile civil and constitutional rights cases involving wrongful convictions, inmates' rights, abuse and overreach by law enforcement, and academic freedom.

This episode includes segments from our interviews with:

• Bob Ambrogi, Founder of LawSites
• Ed Walters, Founder and CEO of Fastcase
• Richard Susskind, Author of The Future of the Professions
• Mark Britton, Founder of Avvo
• Cynthia Morgan-Reed, Founder and CEO of Vanst Law
• Kim Bennett, Founder of K Bennett Law LLC

This episode features valuable insights from:

• C. Raphael Davis-Williams, Director of Equity and Inclusion at ACLU of Ohio
• André Robert Lee, Director, Producer, Professor, and Keynote Speaker at Point Made Learning
• Tiffany Graves, Pro Bono Counsel at Bradley
• I. Stephanie Boyce, Deputy Vice President of The Law Society of England & Wales
• Andrea Alexander, NYC Attorney and Social Change Advocate
• Geneviéve Jones-Wright, Executive Director at Community Advocates for Just and Moral Governance (MoGo)

Note: Tiffany Graves and C. Raphael Davis-Williams will be joining Clio’s Innovate Legal Online e-Meetup, How to be an Advocate for Access to Justice and Legal Reform, on Wednesday, July 22, 2020. You can learn more about this virtual event and register here. 

This episode features valuable insights from:

• Natalie Archibald, Interim VP of People at Clio
• Jeena Cho, Mindfulness Educator at The Resilient Lawyer
• Brian Cuban, Author and Speaker
• Paula Davis-Laack, Founder and CEO of The Stress & Resilience Institute
• Allison Wolf, Lawyer Coach at ShiftWorks
• Terry DeMeo, Master Certified Coach

This episode features valuable insights from:

• Hank Greenberg, Former President of the New York State Bar Association (NYSBA)
• Leslie Ginzel, Chief of Holistic Services, Harris County Public Defender’s Office
• Mike Semanchik, Managing Attorney of the California Innocence Project
• Kristen Sonday, Co-founder and COO of Paladin
• Katherine Katcher (Founder and Executive Director) and Carmen Garcia (Deputy Director of Operations) at Root and Rebound
• Mark O’Brien, Co-founder and Executive Director of Pro Bono Net
• Shaka Senghor, NYT Bestselling Author and President of Shaka Senghor Inc.

This episode features valuable insights from:

• Judy Perry Martinez, President of the American Bar Association
• Jordan Furlong, Principal of Law21
• Rachel Roche, Founder of Roche Legal
• Erin Levine, Founder of Levine Family Law Group and Hello Divorce
• T.C. Whittaker, Law Firm Solutions Leader at PwC InsightsOfficer
• Joseph Andrew, Global Chairman of Dentons
• Richard Susskind, Author of The Future of The Professions
• Mitch Jackson, Founding Partner at Jackson & Wilson

In this episode, Judge Bailey talks to Jack Newton about:

• Why the American judicial system is more complicated and inefficient than it should be
• How COVID-19 is reshaping courts and the justice system in general
•  The importance that technology will play in the courts of the future

Judge Bailey has been a circuit court judge in Miami-Dade, Florida, for 26 years. She is the Administrative Judge for the 25-judge Circuit Civil Division and handles a docket of Complex Business Litigation cases. She previously served in the Family and Criminal Divisions. 

During the current pandemic, she has served as leader of the Pandemic Digital Workgroup setting up Virtual Courtrooms for Miami’s state courts. She is serving on the Conference of Chief Justices/Conference of State Court Administrators’ Pandemic Rapid Response Team Civil Courts committee.

Judge Bailey serves on the Board of Governors of Directors of the National Center for State Courts and on the Board of Advisors for the Institute for the Advancement of the American Legal System (IAALS) and the NCSC Institute for Court Management. She is a member of the Florida Commission on Trial Court Performance and Accountability and earned her L.L.M. in Judicial Studies at Duke University Law School in 2018, where she wrote her thesis on “Why Don’t Judges Case Manage?”

Judge Bailey taught as faculty for the Florida New Judge’s College, the Florida College of Advanced Judicial Studies, and for the Florida Conference of Circuit Court Judges. She has received multiple awards for her service, including 2015 Florida Jurist of the Year from the Florida chapter of the American Board of Trial Advocates and the Equal Justice Judicial Leadership Award from Legal Services of Greater Miami in 2011.

• Why and how they founded their firm and embraced a new way of delivering legal services
• The challenges COVID-19 poses for law firms, and how LayRoots has responded
• The importance of adopting a data-driven mindset for making strategic firm decisions
• How client expectations are changing in light of the pandemic
• Shreya and Colin’s advice for lawyers thinking about starting new firms

You can watch Shreya and Colin’s 2019 Clio Cloud Conference presentation on building a unique law firm here.

Shreya and Colin Ley are the Lawyer-Humans at LayRoots—a law firm that works with high-performing, on-the-go parents, professionals, business owners, and investors who understand the value of time and flexibility.

LayRoots’ Lawyer-Humans® work across the nation and around the world to ensure that their clients are prepared and protected. Partners in life and business, they founded LayRoots to build the life they wanted while helping their clients do the same.

You can follow Shreya and Colin on Twitter at @layyourroots and @lawyerhuman, respectively, or visit the firm’s website at www.layroots.com. 

In this special Daily Matters episode, Stephanie talks about this remarkable accomplishment—how she persevered through career obstacles and multiple electoral defeats, and what it means to her to be in this position.

Additionally, Stephanie and Clio CEO Jack Newton discuss:

• How George Floyd’s death and Black Lives Matter protests are influencing British society
• The obstacles faced by women, ethnic minorities, and other underrepresented populations in the legal profession
• How legal professionals can help make the industry more equitable for all

​I. Stephanie Boyce was admitted as a solicitor in 2002 and holds a Master of Laws in public law and global governance from King’s College, London. She is an experienced general counsel and has worked in-house at the Association of Chartered Certified Accountants (ACCA) and the Chartered Institute of Arbitrators. She currently sits on the Law Society Council holding one of the seats from the Women Lawyers Division. She also chairs the Council Members’ Conduct Committee and holds a number of statutory appointments with her local authority.

As Founder of MyVirtual.Lawyer and Co-founder of MVL Licensing and {Shift}her, Brooke is changing the landscape of legal service delivery and women’s business development. In this episode, she and Jack Newton discuss:

• The challenging experiences that caused Brooke to found MyVirtual.Lawyer
• How MVL delivers legal services differently as a virtual firm, and the advantages of doing so
• How Brooke helps other law firms adopt her business model via her licensing company
• How Brooke helps other businesswomen succeed with her {Shift}her mastermind model
• Brooke’s advice for women in the legal industry

Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription-based, limited-scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited-scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life.

Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator Committee, and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council. In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.

You can follow Brooke on Twitter at @virtuallawgirl.

In this episode, Geneviéve and Clio CEO Jack Newton discuss the vital work that needs to be done to transform America’s legal and law enforcement systems. The interview covers:
- Geneviéve’s experiences as a public defender
- The importance of public defenders in society
- The risks of letting this political moment pass without achieving meaningful change
- How members of the legal community can move beyond words—to action

To learn more about MoGo’s important work, visit https://moralgovernance.org

Geneviéve Jones-Wright is the Executive Director at Community Advocates for Just and Moral Governance (MoGo), which demands transparency and government accountability to serve all people, especially those who are marginalized. She is also the Founder of Motivation In Action, a professional motivational speaking firm.

Geneviéve has served as: the Legal Director of the Partnership for the Advancement of New Americans (PANA) San Diego, a Deputy Public Defender with the San Diego Office of the Primary Public Defender, a volunteer attorney with the California Innocence Project, and a mock trial coach and member of the Criminal Justice Advisory Board at Lincoln High School. Her community activities also include serving as a board member of David’s Harp Foundation, an organization that radically transforms the lives of at-risk and homeless youth through the power of music.

Follow Geneviéve on Twitter at @GJonesWright.

Jordan’s conversation with Jack Newton touches on:

• The importance of law firm culture
• Misperceptions people have about the protests taking place in Seattle
• Issues with the pertinence (or lack thereof) of bar exams in the modern legal world
• Why lawyers need to use their expertise and influence to advocate for change

Jordan Couch, a Partner at Palace Law, is a workers’ compensation attorney and a dedicated advocate for those in need. While in law school, Jordan worked for NASA and clerked for judges in the Maryland Court of Appeals and the Federal District Court for the Western District of Washington. He also managed and litigated cases for a pro bono organization that provided assistance to victims of domestic violence, sexual assault, and stalking. Through each of these roles, he gained valuable experience in a wide array of legal fields and honed his skills as a courtroom advocate.

Jordan moved to Washington in June of 2015 and put his skills and experience to use helping injured workers at Palace Law. He knows his way around the complex legal system and enjoys working with his clients to help them obtain the benefits they deserve. Outside of the office, Jordan is heavily involved in the legal community. He can frequently be found at the University Of Washington School of Law or the Seattle University School of Law donating his time to teach advocacy to the next generation of lawyers.

You can follow Jordan and Palace Law on Twitter at @jordanlcouch and @palacelawoffice, respectively.

As Pride Month 2020 winds down, Nicholas joins Jack Newton to discuss:

• How Nicholas provides accessible legal services to members of the LGBTQ community
• The impact of the U.S. Supreme Court’s recent ruling on LGBTQ rights
• How Nicholas wants to see the legal industry serve marginalized communities better
• What legal professionals can do to make a difference for LGBTQ clients

To learn how The Hite Law Group uses Clio to further its mission, read the case study here.

In this wide-ranging interview, Greg and Jack Newton discuss:

• The impact of the recent U.S. Supreme Court decision on DACA
• The ramifications of the Trump administration’s freeze on foreign work visas
• The challenges of practicing law and caring for children during a pandemic
• The long-term effects this time period will have on Immigration Law and the legal industry

You can read Greg’s recent blog post on U.S. immigration policy and COVID-19 here, and you can listen to Greg’s previous interview on the client experience (from the Matters podcast) here.

Greg McLawsen is the Founder of Sound Immigration, “America’s online immigration law firm.” A nomadic traveler who has run his practice while traveling the world, Greg is passionate about reinventing the practice of law to make it work better for legal clients. He works hard to identify the best available technology to make Sound Immigration convenient for clients, including by looking at other industries like real estate and the restaurant business to learn new best practices.

Greg has chaired the 1,000-member Solo and Small Practice Section of the Washington State Bar Association, where he helps attorneys learn about ways to help clients more effectively with technology tools. For two years he served on the Washington State Bar Association’s Future of the Profession Workgroup, which explored the future of the legal industry. And he chairs the Technology Committee of the American Immigration Lawyer’s Washington State Chapter, and formerly served as Treasurer and Secretary of the Chapter.

In this episode, Shannon and Clio CEO Jack Newton discuss:

• What CRT does, how it came to be, and why it has seen such strong success
• Why the current legal system is failing to expand access to justice in an effective way
• The potential of technology and online services to revolutionize legal—not replacing lawyers, but acting as a win-win that enables the role legal professionals play to shift
• What a more accessible and equitable system could look like.

Shannon Salter is the Civil Resolution Tribunal’s Chair, and an adjunct professor at the University of British Columbia (UBC) Allard School of Law, teaching administrative law and legal ethics. Shannon was a BC Supreme Court judicial law clerk before practicing civil litigation at a large Vancouver law firm for several years. She has served as a vice-chair of the Workers’ Compensation Appeal Tribunal and as a board member of the College of Registered Nurses of BC. She is currently a commissioner of the Financial Institutions Commission, vice president of the BC Council of Administrative Tribunals, and a board member of the Canadian Legal Information Institute (CanLII). 

In 2017, Shannon was named one of the 25 Top Most Influential Lawyers in Canada, and was previously recognized as one of Canada’s New Law Pioneers by the Canadian Bar Association and an Access to Justice All-Star by the National Self-Represented Litigants Project (NSLAP). She is also the 2016 recipient of the Adam Albright Award for outstanding teaching by an adjunct professor. Ms. Salter is a frequent speaker at international conferences on online dispute resolution, administrative law, legal education, and the future of law and technology.  

In this episode, Katherine and Carmen Garcia—Root and Rebound’s Deputy Director of Operations and a formerly incarcerated woman—speak about: 

• The ways in which racism persists in the criminal justice system
• Root and Rebound’s three-pronged approach for making an impact
• Common misperceptions people may have about incarcerated people
• How legal professionals can get involved

To learn how Root and Rebound uses Clio to do its important work more effectively, read the case study here.

Katherine Katcher and Carmen Garcia work for Root and Rebound, which restores power and resources to the families and communities most harmed by mass incarceration through legal advocacy, public education, policy reform, and litigation—a model rooted in the needs and expertise of people who are directly impacted.

Katherine is an attorney and the Founder and Executive Director of Root & Rebound. Since founding the organization in 2013, Katherine has facilitated R&R’s growth into an organization that is national in scope: with four California offices working in five regions of the state, an office in South Carolina, and national education and policy programs. Katherine has 16 years of work in the nonprofit sector, with a broad range of roles and experiences, including teaching adult education, working with survivors of trauma and violence, and advocating in the criminal justice sector. In her time at Berkeley Law, Katherine worked at the Texas Defender Service, the Berkeley Law Death Penalty Clinic, the Prison Law Office, Legal Services for Prisoners with Children, and UnCommon Law.

Carmen is the Deputy Director of Operations at Root & Rebound. As a formerly incarcerated woman, Carmen realizes the importance of education in the prison system, as well as post-incarceration. At Root & Rebound, Carmen works closely with the Executive Director to create a sustainable annual budget & multi-year plan while also preparing for steady growth as Root & Rebound scales up to new locations. Carmen is a Psychology major from City College of San Francisco and San Francisco State University. While at SFSU, Carmen worked at City College of San Francisco as a Teacher’s Assistant to Dr. Terry Day in the Psychology Department. Carmen also interned at City College of San Francisco’s Second Chance Program, which helps previously incarcerated students achieve their full academic potential.

Specifically, Tom and Clio CEO Jack Newton talk about:

• What LawPay is, and how it helps firms accept payments online
• How legal technology has changed over time, specifically regarding payment options
• Why accepting online payments is a win-win for firms
• The risks of failing to offer online payments to clients
• What the future of law firm payment collection might look like

Tom West is CEO of LawPay, which helps law firms accept online payments. Tom is a career growth business leader, having led multiple businesses as CEO and President. As CEO at LawPay, he is responsible for guiding all channels and working across all teams and departments to take growth at LawPay to the next level.

You can follow LawPay on Twitter, or visit www.lawpay.com for more information.

Steven’s interview touches on:

• What Microsoft Teams is, how it helps organizations, and how it differs from email
• Why Teams is such a useful tool for law firms, especially in the post-COVID world
• How COVID-19 shifted companies’ working models and fueled Teams’ rapid growth
• How Microsoft Teams integrates with other software platforms, such as Clio

Steven Abrahams works on Partnerships for Microsoft Teams, a communication and collaboration platform which integrates with Microsoft Office 365.

• The experience of being a Person of Color in legal
• How law firms, legal organizations, and legal professionals can start creating a more diverse and inclusive culture
• Why legal technology and innovation are so important, and why the industry is slow to adapt
• What achieving financial independence allows lawyers to do
• Ian’s perspective on increasing one’s social media presence

Ian Hu is an Estates Litigator at Carroll Heyd Chown LLP. A lawyer, philosopher, legal innovation evangelist, and lover of equity, diversity, and inclusion, Ian has spoken at 200+ events, taken leadership positions in the legal profession, and mentored lawyers. 

Ian held the first racially-diverse Chair of the Sole, Small Firm & General Practice Section (2017-2018) of the Ontario Bar Association, which was founded in 1896. He has also served as Vice President of the Federation of Asian Canadian Lawyers, is on the 2020 ABA TECHSHOW Board, and sits on the ABA LP Division's Nominating Committee. He runs the Facebook group Canadian Lawyers Personal Finance, for lawyers helping lawyers on their way to financial independence.

John, “The Agile” Attorney, helps lawyers streamline their practices with technology, and Simon, a tech entrepreneur, is helping to modernize the field of dispute resolution and mediation. Today, they talk to Jack Newton about:

• The primary concerns legal professionals have about Zoom
• How Zoom has addressed those concerns
• Why Zoom is safe if used correctly—and best practices for doing so
• The importance of technological competence for law firms
• How law firms should go about evaluating new technological tools

To learn more from John and Simon on this topic, join us for an Innovate Legal Online virtual meetup on June 24, 2020, titled “Embracing Technology for Long-Term Success. Register for the meetup here.

Additionally, you can check out these resources from John and Simon:

• Zoom is Safe for Lawyers (If You Use It Right)
• How to Use Zoom in ADR Practices

Simon Boehme is a technology entrepreneur specializing in dispute resolution. He is currently Head of Operations and Chief of Staff, Trust & Safety at Lime, and he is a Board Member at NeuCourt. Simon was also appointed to serve on the State Bar of California’s Access Through Innovation of Legal Services (ATILS) Task Force. 

Simon was previously Co-Founder and COO at Disputly (formerly LegalWin), which was selected as a Duke Law Tech Lab and LexisNexis Legal Tech Company. Simon was appointed by the Obama Administration to serve on the U.S. Department of Education's National Advisory Committee for Institutional Quality and Integrity (NACIQI), and he served on NACIQI from 2013 to 2019. He is a Truman Scholar, Coca-Cola Scholar, and Bezos Scholar. 

John Grant, a.k.a. “The Agile Attorney,” is an Agile Coach to legal professionals and their teams. With his Agile Attorney Network, he helps legal professionals harness the tools of modern entrepreneurship to build practices that are scalable, sustainable, and profitable for themselves and their communities. John does this through:

• Leadership and executive coaching
• On-site workshops and training
• Group classes and seminars
• Speaking and other outreach

A fourth generation lawyer, he spent a decade in the technology industry before going to law school. His legal career has taken him from in-house counsel to partner in a boutique IP practice, Legal Ops professional for an AmLaw-ranked firm, and consultant for a Fortune 100 legal department.

In this episode, Mark and Jack Newton talk about a range of topics, including:

• How Pro Bono Net leverages multiple approaches holistically to accomplish its objectives
• How legal professionals can get more involved in pro bono and access to justice work
• What “grade” Mark would give to the justice system at present, and why 
• Why the need for access to justice is so great in poor and marginalized communities

Mark O'Brien is the Co-founder and Executive Director of Pro Bono Net, a national nonprofit that increases access to justice for the poor and other vulnerable populations through innovative uses of technology, collaboration, and volunteer mobilization. Founded in 1998, Pro Bono Net builds web platforms to support public interest lawyers, build broad-based justice partnerships, and empower people in need to solve their legal problems. 

Prior to starting Pro Bono Net, Mark spent eight years building a nationally recognized pro bono program at Davis Polk. He has served on the advisory boards of the University of Pennsylvania Law School Public Service Program and the Public Interest Law Alliance (Ireland), is a member of the Pro Bono and Legal Services Committee of the New York City Bar, and of Chief Judge Jonathan Lippman's Committee on Non-Lawyers and the Justice Gap. He is currently an Adjunct Professor of Law at Georgetown University Law Center, where he co-teaches the Technology, Innovation, and Law Practice Practicum. Mark was named a 2012 "FastCase 50" honoree for his contributions to the legal technology field.

In this episode, Andrea and Jack Newton discuss:

• Her experiences as a New Yorker and new mother during this turbulent time
• The challenges facing black Americans in the workforce
• Why Andrea is optimistic—but also cautious—about the potential for change
• What law firms, companies, and individuals need to start doing to initiate true progress

Andrea Alexander is a New York City-based attorney who defines herself as a “legal advocate by day, advocate for social change by night.” 

An experienced lawyer with a demonstrated history of working in both the public and private sectors, Andrea is skilled in government procurement, financial crimes, the USA PATRIOT Act, and the Bank Secrecy Act. 

In this episode, André and Jack Newton discuss:

• André’s life story, and the films he’s directed and produced with Point Made Learning
• Methods Point Made Learning uses to educate corporations and groups to help dismantle systemic racism and foster inclusion
• Ways that law firms, legal associations, and firm leaders can create positive change
• What it’s been like living in New York City during the time of COVID-19 and the George Floyd protests
• Why André has hope for the future

André Robert Lee is the director and producer of the film The Prep School Negro and the producer of the film I’m Not Racist… Am I? He is also the Executive Director of Business Development and Strategic Partnerships for Point Made Learning, an organization which brings innovative content and programming to institutions and organizations that are serious about inclusion.

André has facilitated difficult discussions about race and racism for the past 15 years in schools, community centers, companies, churches, and conferences in every region of the country, for people of all ages. He has led hundreds of discussions about how institutions can move beyond diversity initiatives and create a sense of belonging for underrepresented people. He has been certified as a facilitator for difficult conversations and travels around the U.S. facilitating post-screening discussions with audiences of all sizes, conducting workshops, and leading professional development seminars. André also guides groups on civil rights tours in the deep South, answering questions, interviewing activists who were a part of history, and helping people learn how they can be a part of change.

In this episode, Tiffany and Clio CEO Jack Newton examine:

• How the protests following George Floyd’s death have affected the American South
• Whether or not we’ve reached a turning point in the fight to end systemic racism
• How pro bono services and access to justice efforts can make a difference
• How law firms and the legal industry must change in order to fix longstanding issues
• How white Americans can become better allies and advocates for progress

Tiffany M. Graves serves as Pro Bono Counsel at Bradley, a 500-attorney law firm with offices across the southern United States. In her role, Tiffany oversees the development and administration of the firm’s pro bono programs.

Prior to joining Bradley, Tiffany was the executive director of the Mississippi Access to Justice Commission, where she led a 21-member commission created by the Mississippi Supreme Court and promoted its initiatives to improve and expand access to civil justice to the nearly 700,000 Mississippians living in poverty. In addition, Tiffany previously served as interim director and adjunct professor for the Pro Bono Initiative at the University of Mississippi School of Law, and as executive director and general counsel for the Mississippi Volunteer Lawyers Project.

C. Raphael Davis-Williams is the Director of Equity and Inclusion at the ACLU of Ohio—the first person to hold this position. A graduate of Ohio State’s Moritz College of Law, Raphael has been a civil rights attorney in Columbus, Ohio, for nearly a decade, focusing on employment law, fair housing, and police misconduct. A former television news reporter in Texas, Alabama, and Florida, he is also a former board president of the Kaleidoscope Youth Center in Columbus and a cooperating attorney with the Central Ohio Fair Housing Association.

In this episode, Leslie gives an open and honest interview about the sobering state of America’s justice system. She talks to Jack Newton about:

• How the cards are stacked against people who need access to justice but struggle to obtain it.
• The dire need for more and better legal services.
• Why systemic change is necessary—and what legal professionals can start doing to make an impact.

To learn more about Leslie’s work with Beacon Law and how the organization uses Clio Manage to fulfill its mission, read about it here.

Attorney Leslie S. Ginzel is Chief of Holistic Services at the Harris County Public Defender’s Office in Houston, Texas. She works to expand access to legal and social services to clients of the Public Defender's Office while also working to remedy the systems that burden and marginalize them. She aims to accomplish this through direct services, legislative, and local advocacy. The primary legal areas to be addressed are access to safe and affordable housing, access to health benefits and human services, access to license restoration, and criminal record sealing relief.

Previously, Leslie was the Program Director at Beacon Law (formerly the Cathedral Justice Project), which champions equal justice for homeless, low-income individuals. In collaboration with community partners, Beacon Law works to identify and address the causes and effects of poverty and inequality.

During a riveting and important conversation, Hank and Clio CEO Jack Newton discuss:

• The killings of George Floyd and Ahmaud Arbery, and the dire need for change
• What the legal system must do to provide adequate access to justice
• How COVID-19 changed the legal system, in many ways for the better
• How the NYSBA, Clio, and Paladin teamed up to provide pro bono services during the coronavirus crisis
• What a more just system would look like

Henry M. “Hank” Greenberg of Albany, a shareholder at Greenberg Traurig, LLP, became President of the New York State Bar Association—the largest voluntary state bar association in the US—on June 1, 2019. He spent the previous year as president-elect and chair of the House of Delegates. He completed his term as president on May 31, 2020.

A former Counsel to the New York State Attorney General, General Counsel to a major New York State agency, and a federal prosecutor, Hank has handled numerous high-profile matters. He concentrates his practice on civil litigation, criminal and civil investigations, and regulatory and administrative law.

Hank is a frequent lecturer and has been published numerous times on a wide range of legal subjects, including constitutional law, administrative law, criminal procedure, trial and appellate practice, health law, legal history, and judicial philosophy.

In this episode, Mary discusses:

• How courts can be more agile, now and in the future
• Why it’s essential for the legal industry to find new ways of problem-solving 
• Some of the major barriers to inclusion and access to justice surrounding jury selection
• How courts can make more of a difference

For more information and resources from the NCSC, visit www.ncsc.org. And to watch the example of Zoom jury selection Mary references in the interview, visit: https://youtu.be/H1XrO1nM7B8.

Mary C. McQueen has served as president of the National Center for State Courts (NCSC) since August 2004. Previously, she served as Washington State Court Administrator from 1987-2004 and Director of Judicial Services for the Washington State Office of the Administrator for the Courts, 1979-1987, President of the Conference of State Court Administrators in 1995-96, and Chair of the Lawyer’s Committee of the American Bar Association/Judicial Division. She is a member of the Washington and U.S. Supreme Court Bars.   

Mary has received the American Judicature Society’s Herbert Harley Award and the NCSC Innovation in Jury Management Award. She also received the John Marshall Award in 2014, presented by the American Bar Association Judicial Division in recognition of her lifetime contributions to the improvement of the administration of justice, judicial independence, justice reform, and public awareness. Recently, Mary received the ABA Judicial Division’s Lawyers Conference 2016 Robert B. Yegge Award for Outstanding Contribution in the Field of Judicial Administration. 

Molly McDonough is the Owner of McDonough Media LLC and the former Managing Editor and Publisher of the ABA Journal, where she worked for 18 years. A mission-driven editor and storyteller, Molly has a passion for shepherding projects from the early creative stage, then delivering information in meaningful ways to targeted audiences. She seeks to connect readers with stories that will educate, inform decision making, and inspire action. 

As the first guest on Access to Justice Week on the podcast, Kristen discusses:

• Her career journey from Princeton grad to the DOJ, international criminal affairs in Mexico and Central America, and founding Paladin
• The pro bono opportunities that COVID-19 has created
• The pro bono initiative with which Paladin and Clio are assisting the New York State Bar
• What lawyers can do to contribute to pro bono efforts

Kristen Sonday is Co-founder and COO of Paladin, which uses technology to empower pro bono lawyers and organizations. After graduating from Princeton, Kristen joined the U.S. Department of Justice, where she worked on international criminal affairs in Mexico and Central America. After the DOJ, she joined the founding team of Grouper (Y Combinator W’12), learning how to build startups and use technology to scale networks. Kristen is a Fellow for Stanford’s Latino Entrepreneur Leaders Program and a Google for Entrepreneurs Code2040 Entrepreneur-in-Residence. 

Kristen is also a 2017 ABA Woman in Tech to Watch as a result of her access to justice work through Paladin.

In this episode, Andy and Clio CEO Jack Newton discuss:

• Advice for law firms and businesses that are now running remotely
• How the legal industry has fast-forwarded 10 years, in a technology sense
• Things law firms should be doing that they currently aren’t
• Why technical competence is the number one thing clients want from their lawyers
• How to make Zoom calls into a healthier activity—and avoid rattlesnakes!

Andy Wilson is Chief Executive Officer & Co-founder at Logikcull.com, which he launched in 2004 with CTO and cofounder Sheng Yang. He is the visionary behind Logikcull’s product and marketing strategy, which focuses on simplifying and democratizing the processes associated with revealing what’s in data to three simple steps: upload, search, download. He earned his B.A. in Business Information Technology from Virginia Tech.

In this episode, Ed talks with Jack Newton about:

• When it will make sense to go back to the office
• What Fastcase’s data reveals about the immediate impact COVID-19 has had on the legal industry
• How data can help law firms deliver services to clients in better ways
• How technology can help law firms in the short- and long-term—and why humans do have some advantages over Artificial Intelligence during the pandemic

Ed Walters is the CEO and Co-founder of Fastcase, an online legal research software company based in Washington, D.C. Ed’s leadership, Fastcase has grown to one of the world’s largest legal publishers, serving more than 900,000 subscribers from around the world. Ed is also an Adjunct Professor at the Georgetown University Law Center, where he teaches The Law of Robots, exploring the frontiers of law governing intelligent agents, autonomous machines, drones, and robots.

Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League, and the National Hockey League. Additionally, he worked in the White House from 1991-1993, first in the Office of Media Affairs and then in the Office of Presidential Speechwriting. He has written for The Washington Post, The New York Times, The University of Chicago Law Review, The Green Bag, and Legal Times, and has spoken extensively on legal publishing around the country. He is the editor of Data-Driven Law: Data Analytics and the New Legal Services.

In this episode, Kristin describes her journey with LAWCLERK, and she discusses how the COVID-19 pandemic has changed things from a legal outsourcing perspective—including tips for lawyers who are looking to freelance.

To access Kristin’s “Ultimate Guide to Legal Outsourcing,” click here and download the guide.

Kristin Tyler is the Co-founder of LAWCLERK, where busy attorneys go to hire freelance lawyers on demand for project work. LAWCLERK’s nationwide network has 1,400+ qualified freelance lawyers with all levels of experience and expertise.

Kristin is also a Partner at Garman Turner Gordon LLP, where her practice focuses on estate planning, probate, and guardianship law.

To learn more about LAWCLERK, visit https://www.lawclerk.legal/

In this episode, Noah chats with Jack Newton about:

• His company’s success story
• How ML and Artificial Intelligence (AI) help law firms improve their contract review processes
• The biggest misperceptions of AI in the legal industry
• What the future of contract review looks like

Noah Waisberg is Co-founder and CEO of the leading AI software company Kira Systems, which helps thousands of professionals accurately extract information from contracts in 20–90% less time. Previously, Noah was a corporate lawyer at Weil, Gotshal in New York City. He has been honored by Financial Times as their 2018 "Intelligent Business Market Shaper" and by ILTA as their 2016 Vendor Thought Leader; he has been included in pieces by The New York Times, The Economist, CNBC, and The Globe and Mail; and he is the author of the world's first children's book on machine learning.

In this episode, Mark and Jack Newton discuss:

• How and why Mark started Avvo, an online marketplace for legal services
• Some of the limiting mindsets and patterns that are holding legal back
• What law firms should learn from businesspeople and companies like Uber and Amazon
• Key ways that the legal profession can innovate—and why it must

Mark is the founder and former CEO and Chairman of Avvo, an online marketplace for legal services, that was purchased by Internet Brands in 2018. For twelve years, Mark built Avvo into one of the stars of the Seattle tech ecosystem with 400+ employees and raising $132 million from venture investors. For his work at Avvo, Above the Law called him “the person who most disrupted law this decade.” 

Mark started his career as an SEC lawyer but, over his career, migrated to senior executive and board positions in companies such as Expedia and Orbitz. Mark is currently the Strategic Director of the Madrona Venture Group and the Principal at Great B-Corp. Additionally, Mark serves on the Board of Directors at Clio and the Board of Regents at Gonzaga University.

In this episode, Wade talks to Jack Newton about:

• How Zapier grew from a three-person company to almost 300 employees today, all working remotely
• Valuable lessons for law firms and businesses learning to operate remotely
• Whether work-from-home is here to stay forever, and if so, to what degree
• How law firms and legal professionals are best utilizing Zapier to enhance efficiency

Wade Foster is Co-founder and CEO of Zapier, the easiest place to sync data between web apps. Zapier gives you internet superpowers by making it easy to get your web apps to talk to each other, and it has been trusted by thousands of law firms to integrate with legal software applications and platforms—like Clio.

Since founding Zapier with two friends in 2011, Wade and his partners have grown the company to employ hundreds of people across 17 time zones in 28 countries, with a 100% remote workforce from the very beginning.

In this episode, Kim talks to Clio CEO Jack Newton about:

• What she learned during the Great Recession in 2008, and how she’s applying those lessons now
• How her subscription services model, which she describes as “flat fee on steroids,” works
• What kinds of transformation she hopes to see in the legal community, and how she’s working to create that change

Also, on Friday, May 22, Kim will be a panelist for Clio’s Innovate Legal Online virtual meetup event, “Re-thinking Your Law Firm During a Downturn.” To learn more and sign up for the meetup, register here.

Kimberly Y. Bennett, Esq., is the Founder of K Bennett Law LLC, a boutique subscription legal services law firm that helps small businesses protect their brands and grow profitable and sustainable seven-figure organizations. Kim defines herself as an innovator, entrepreneur, legal industry disruptor, and a business coach—who happens to be a lawyer. 

Kim’s legal career began with a focus on labor and employment law before she broadened her scope to include business and corporate law. For over a decade, she has represented clients in the sports, print media, digital media, financial services, real estate, and entertainment industries. Now, she brings her business and legal acumen to help small businesses address their trademark and business strategy needs.

In addition to growing and managing her firm, Kim coaches women building modern businesses, speaks on legal topics, teaches workshops for new entrepreneurs, and is a co-organizer of two legal tech communities: Atlanta Legal Tech and Atlanta Legal Hackers.

• How DoNotPay is helping increase access to justice for legal consumers
• Ways that COVID-19 is affecting consumers’ rights, and how DoNotPay helps them respond
• The lasting effects of this crisis on the legal industry
• Why lawyers need to be learning about technology, AI, and Machine Learning
• The major changes in expectations that consumers—and legal clients—will have as a result of this pandemic

Joshua Browder is the CEO and Founder of DoNotPay, “the world’s first robot lawyer,” which prides itself on making the law free for consumers through Artificial Intelligence (AI). The company is backed by an investment from Andreessen Horowitz and Greylock Partners. It has saved an estimated $15 million in parking fines and now works in hundreds of legal areas. The company has been featured in every major media outlet internationally, including the Wall Street Journal, BBC News, Guardian, CBC, Telegraph, Business Insider, ITV, TechCrunch, Daily Mail, NPR, Bloomberg, NBC, ABC, CBS 'This Morning', Telemundo, and others. The BBC called DoNotPay “the Robin Hood of the Internet.”

In a wide-ranging and eye-opening conversation with Jack Newton, Joe discusses:

• Why “people really aren’t going back to the office”
• The dilemmas facing leaders at firms and legal organizations 
• How and why data, technology, and history should shape the way firms respond to this crisis
• The challenges of inequality this pandemic presents
• The importance of embracing change and adapting quickly

Joe Andrew is the Global Chairman of Dentons, the largest law firm in the world. An accomplished and highly-regarded corporate lawyer, Joe may be best known for his role as chairman of the Democratic National Committee (DNC) in the US from 1999 to 2001.

As Global Chairman of Dentons, Joe is the architect of Dentons' global strategy. He represents Dentons with clients around the world, key strategic partners, business and government leaders, and other external groups. Central to Joe’s work has been his vision for the law firm of the future, which includes Dentons' growth, integration, and reinvention.

For nearly 30 years, Joe has practiced corporate law, focusing on mergers and acquisitions of regulated companies. He has represented many Fortune 1000 companies in negotiating acquisitions, spinoffs, financings, and corporate governance disputes, and in structuring capital market products and organizations to meet their needs. Since joining Dentons in 2004, he has been involved in negotiating deals worth in excess of US$500 billion, including numerous Fortune 500 mergers in the health care and insurance areas.

Joe has counseled companies worldwide on their corporate and policy strategies in a variety of industries, ranging from technology companies to regulated companies in the insurance, energy, life sciences, banking, and telecommunications fields, to foreign acquirers and heads of state. He also advises corporations on issues arising from Capitol Hill, the White House and administrative agencies, and on policy matters in the 50 states.

Joe is an entrepreneur, a published author, a frequent speaker on political and demographic trends, a board member of several nonprofit organizations, and a member of various progressive policy organizations. He is the founder of a socially responsible mutual fund, a biotech consulting firm, a cleantech company, and numerous nonprofit organizations. In addition to his corporate legal background, he is a leader in corporate social responsibility, socially conscious investing, historic preservation, smart growth, and urban planning. He frequently speaks on those issues, as well as election law reform.

To close out Mental Health Week, Brian talks with Clio CEO Jack Newton about the very real difficulties facing many legal professionals. He shares stories from his own battles with addiction and eating disorders, and he discusses some of the core ways the legal industry must change—fundamentally—in order to begin addressing these issues in a substantive way.

Brian Cuban, the younger brother of Dallas Mavericks owner and entrepreneur Mark Cuban, is a Dallas-based attorney, author, and addiction recovery advocate. He is a graduate of Penn State University and The University of Pittsburgh School of Law. Brian has been in long term recovery from alcohol, cocaine, and bulimia since April of 2007.

His first book, Shattered Image: My Triumph Over Body Dysmorphic Disorder, chronicles his first-hand experiences living with, and recovering from, 27 years of eating disorders and Body Dysmorphic Disorder (BDD).

Brian’s most recent, bestselling book, The Addicted Lawyer: Tales of The Bar, Booze, Blow, & Redemption, is an unflinching look back at how addiction and other mental health issues destroyed his career as a once-successful lawyer—and how he and others in the profession redefined their lives in recovery and found redemption.

Brian has spoken at colleges, universities, conferences, non-profit, and legal events across the United States and in Canada. Brian has appeared on prestigious talk shows such as the Katie Couric Show, as well as numerous media outlets around the country. He also writes extensively on these subjects. His columns have appeared and he has been quoted on these topics on CNN.com, Foxnews.com, The Huffington Post, Above The Law, The New York Times, and in online and print newspapers around the world.

“These events really shake the bedrock of our lives,” Natalie says in this Mental Health Week episode, where she talks with Jack Newton about the collective grief we’re all experiencing; what organizations and leaders can do to support their people during this time; and how individuals can safeguard their own mental wellbeing.

Natalie Archibald is a Registered Clinical Counsellor, Leadership Coach and Learning & Development Consultant. With 10+ years of experience in leadership development, strategic planning, L&D architecture and people development, her goal is to catalyze leadership, learning and culture within organizations.

Listen to this episode to hear what’s happening in Jeena’s bankruptcy practice, why she’s noticing “a peak in stress and anxiety” in legal, learn about her personal mental health journey, and understand how you or your firm can better navigate this crisis from a wellness perspective. 

Jeena Cho is a partner at JC Law Group PC, a bankruptcy law firm in San Francisco, CA. She practices with her husband, Jeff Curl, working with individuals and small businesses to find the best solutions for their financial troubles. In addition to her law practice, she teaches mindfulness and meditation to lawyers. She regularly speaks and writes about wellness, self-care, and mindfulness. She also works with lawyers and law firms on stress management, work-life balance, career transition, increasing productivity, and overall wellness.

Jeena is the co-author of The Anxious Lawyer (ABA). She is a regular contributor at Above the Law. She has also written for Forbes, Bloomberg, Lawyerist, Ms. JD, and Huffington Post. She’s been interviewed on MSNBC and Wall Street Journal. Jeena is the author of the LexisNexis guide How to Manage Your Law Office, where she wrote about starting, growing, and managing a solo practice including topics ranging from marketing to virtual law practice to social media. She holds a J.D. and B.A. from University at Buffalo.

In this episode, Paula talks burnout, resilience, “post-traumatic growth,” and pressing issues relevant to the legal industry. She discusses how she works with legal professionals, firms, and organizations at the Stress & Resilience Institute, and she shares resources and strategies lawyers can use to navigate times such as these.

To get the Stress & Resilience Institute’s helpful Coronavirus and Beyond PDF guide, download the Organizational Resilience and Agility Checklist. 

As the founder of the Stress & Resilience Institute, Paula Davis-Laack is uniquely qualified to teach resilience skills within high-stress professions. She is one of only three lawyers in the world to have graduated from the University of Pennsylvania’s Applied Positive Psychology program, and she has been trained to teach resilience skills and tools to Army personnel as part of Penn’s resilience program with the Army.

Paula’s company, the Davis Laack Stress & Resilience Institute, studies the effects of stress and burnout on organizations and busy professionals and delivers cutting-edge programs designed to increase thriving at work, prevent burnout, and build resilience to stress. The Institute has worked with leading companies such as Walgreens, The Children’s Hospital of Philadelphia, Harvard Law School, Coca-Cola, GE Healthcare, and the United States Armed Forces. Paula and the Institute have been featured in The New York Times, The Washington Post, The Oprah Magazine, and the ABA Journal.

How is technology enabling law firms as they adapt to the era of social distancing and remote work? Legal technology consultant and practice management advisor Adriana Linares joins Jack Newton to discuss the essential technology that law firms need in the new normal, client perceptions of remote law firms, data retention policies, and the value technology adds to the client experience.

The President of LawTech Partners, a legal technology consulting firm, Adriana Linares is a frequent speaker at national technology conferences and a regular contributor to legal blogs, publications, and podcasts. In 2013 she was selected as a Fastcase 50 honoree, recognizing “the law’s smartest, most courageous innovators, techies, visionaries, and leaders.” She is a member of the 2015 class of the ABA’s LTRC Women in Legal Technology. She served as Chair of the American Bar Association TECHSHOW 2017 and was profiled as a Legal Rebel Trailblazer by the ABA Journal in 2018. She has hosted the New Solo podcast on the Legal Talk Network since 2014.

While she continues her work helping law firms and legal organizations, Adriana also serves as a technology consultant the Florida Bar Board of Governors and is the Member Technology Officer of the San Diego County Bar Association. She is a Microsoft Office expert, a Certified NetDocuments Partner, and a Gold Clio Certified Consultant. 

Note: NextChapter is hosting a Five Day Virtual Bankruptcy Summit from May 11-15. Clio CEO Jack Newton will be a keynote speaker at the event. You can register here: https://nextchapterbk.com/bankruptcy-week

Janine Sickmeyer is the founder of NextChapter and a true visionary and tech expert. She started as a paralegal with an idea and after learning to code, she built the team and product into what it is today (and navigated the company through its acquisition by FastCase in 2019). Additionally, Janine is the Founder of Modern Attorney, the creator of the She Starts Up podcast, and the author of the forthcoming “She Starts Up” book.

When she's not working, you can find Janine at a coffee shop reading a book, hiking, or traveling with her husband and four young children.

As Principal at CPN Legal, Chris and his wife Peggy specialize in law firm accounting and bookkeeping. During the coronavirus crisis, they’ve been leading live weekly e-workshops (in partnership with Clio) on the CARES Act, and in this episode Chris joins Jack Newton to share expert insights and information on the government financial aid programs available to law firms to help them weather this economic storm.

As Principal at CPN Legal—a Cincinnatti-based company specializing in law firm accounting and bookkeeping—Chris Gruenke is a Clio Certified Gold Consultant, a QuickBooks Pro Advisor, and an Amicus Attorney Certified Consultant. 

After a 15 year career with Marion Merrell Dow Pharmaceuticals, Chris started his own business, an up-scale billiards club, and realized that small business was in his blood. Since then, he has been bringing the strategic thinking, process improvement techniques, operational discipline, and implementation skills he developed at Merrell Dow to small and mid-market companies in a variety of industries—legal in particular. Chris has held the positions of VP Operations & Finance, VP Administration, President, CEO, and owner.

In this episode of Daily Matters, Allison and Jack Newton delve into a deep discussion of what it means to be a leader during periods of crisis, how to manage your mindset from day to day, and what to do about the stress, uncertainty, and grief that almost all of us are experiencing right now, in one form or another. 

Allison Wolf, PCC, is among the most senior lawyer coaches in North America. She has 16 years of experience as a certified executive coach with a practice focused on helping lawyers grow thriving and rewarding professional and personal lives. She runs the lawyer coaching company Shiftworks, and she is also the founder and publisher of the law blog “Attorney With A Life.”

Allison’s coaching practice is entirely focused on lawyers, helping them thrive not just survive in their chosen profession. She is retained by individual lawyers and law firms with clients across the United States and Canada. In addition to her coaching practice, Allison has over 20 years of experience as an in-house legal marketing and business development professional for law firms of all sizes and scope. She is a Professional Certified Coach and member of the International Coaching Federation; a former board member with West Coast LEAF; a former President of both the LMA Vancouver Chapter and the non-profit Pacifica Family Addictions Foundation.

Nika’s expertise is in data, research, and Decision Science. In this episode of Daily Matters, she shares her perspective on the ways the legal marketplace is changing, and how the legal consumers of today and tomorrow will differ from the legal clients of yesterday. She also suggests new ideas for lawyers and law firms to approach business in the post-COVID world.

Nika Kabiri has spent 20+ years studying how people make decisions in a variety of contexts. She has a JD from the University of Texas and a PhD in Sociology from the University of Washington, where her academic focus was on human decision-making. She currently teaches Decision Science at the University of Washington using a cross-disciplinary approach leveraging insights from behavioral economics, psychology, sociology, anthropology, and political science. It is Nika's mission to leverage her knowledge of human decision-making to help businesses effectively influence consumer behavior and make better decisions of their own. Nika has worked with businesses of all sizes, including Amazon, Microsoft, VMware, Sony, Oakley, PepsiCo, General Mills, Anheuser-Busch InBev, the Seattle Seahawks, Zillow, Expedia, Smartsheet—and Clio. She is also an Advisor at Madrona Venture Labs, where she helps startups get their footing.

Chad Burton is a former litigator who developed one of the nation’s first “new model” law firms, leveraging cloud-based technology and modern business practices to develop a lean virtual law firm. Chad serves on the Governing Board for the ABA’s Center for Innovation. He regularly speaks around the country on topics related to legal technology, virtual law practice, and the future of the legal profession. Chad has been quoted and published in publications like the ABA Journal, Inc., the Atlantic, and Entrepreneur Magazine. He was named to the Fastcase 50 list of global legal innovators in 2014 and received an award by ALM for the Most Innovative Use of Technology in a Small Law Firm in 2012.

In her interview with Jack Newton, Cynthia shares her in-depth knowledge of virtual law practice, so you can improve your own remote working experience. She also talks about her own journey to leave the traditional law firm model behind, how she foresees law firms operating in the future, and why working in a different way has such huge implications for law firms, legal clients, and attorneys.

Cynthia will also be featured in the upcoming CLE-eligible webinar How to Build a Virtual Law Firm (And Why You Should), which will take place on Tuesday, May 12, 2020, at 11:00 a.m. PST. You can register for the webinar now!

Cynthia Morgan-Reed, Founder and CEO of Vanst Law, went to law school to be a different kind of lawyer. Initially, she wanted to practice public interest law and save the world. Instead, after many law firm experiences where she earned her right to call herself a survivor, she decided to change the culture; one attorney at a time. She launched Vanst because she knows that every attorney has the right to live a meaningful life and practice law. And every attorney deserves to be paid what they are worth.

“The future has suddenly arrived,” Bob says, in reference to the massive changes the coronavirus has caused. “Lawyers’ eyes are being forced open in a way that they never have been before.” You can listen or watch the episode for Bob’s expert take on this paradigm-shifting moment in legal history. 

Additionally, you can register here to sign up for Bob’s upcoming webinar with Clio Lawyer in Residence Joshua Lenon. The webinar, “Understanding Legal Technology Competence,” will take place on Tuesday, June 9, 2020, at 11:00 a.m. PST. And you can access Bob’s LawSites coronavirus resources page here.

A lawyer, journalist, media consultant, and blogger, Bob Ambrogi is known internationally for his expertise in legal technology, legal practice, and legal ethics. Bob writes the award-winning blog LawSites, is a columnist for Above the Law and the ABA Journal, and hosts the podcast about innovation in law, LawNext. He also works with the legal publishing and software company LexBlog as publisher and editor-in-chief. In 2011, Bob was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” In 2017, he received the Yankee Quill award for journalism from the Academy of New England Journalists and was honored by the ABA Journal as a Legal Rebels Trailblazer. In his law practice, he represents newspapers and the news media and serves as executive director of the Massachusetts Newspaper Publishers Association. 

In Jim’s words: “I think that good will come of this. I think that lawyers will be more effective practitioners in the service of their clients. I think our society will ultimately be better off because of this experience that we’re sharing.”

Jim Sandman was president of the Legal Services Corporation from 2011 to 2020, and he now serves as president emeritus. He practiced law with Arnold & Porter LLP for 30 years and served as the firm’s managing partner for a decade. He is also a past president of the 100,000-member District of Columbia Bar and a former general counsel for the District of Columbia Public Schools. Recently, he has become the Chair of the ABA’s Coronavirus Task Force.

Additionally, Jim is chairman of the board of the D.C. Campaign to Prevent Teen Pregnancy and a member of the boards of Washington Performing Arts, the College of Saint Rose, Albany Law School, and the Tahirih Justice Center. He is a member of the District of Columbia Access to Justice Commission, the District of Columbia Public Charter School Board, the District of Columbia Bar Pro Bono Committee, the American Law Institute, the Advisory Council of the American Bar Association’s Center for Innovation, the Board of Advisors of the University of Pennsylvania Law School’s Center on the Future, and the Pro Bono Institute’s Law Firm Pro Bono Project Advisory Committee.

Kevin O’Keefe is the CEO and Founder of LexBlog. A lawyer of 35 years, Kevin practiced as a trial lawyer in rural Wisconsin before moving to Seattle in 1999 to start his first company, Prairielaw.com, a virtual law community. Prairielaw.com eventually sold to LexisNexis, where it was incorporated into Martindale-Hubbell’s lawyers.com. After serving a stint as VP of Business Development at LexisNexis, Kevin founded LexBlog out of his garage in 2004. Kevin saw blogging as a perfect way for lawyers to build relationships and reputations, and after teaching himself the essentials of blog strategy, promotion, and support, he grew LexBlog from a small team to a network of over 25,000 legal professionals, including over half of the nearly 1,000 blogs from the United States’ top 200 law firms. Kevin publishes his own blog, Real Lawyers, which is now in its 15th year.

In his forward-looking discussion with Jack Newton, Matt touches on what it means to create “practically in person” meetings, how law firms can become more effective by using the right cloud-based solutions, and how the shift in legal that this pandemic has caused will change the way law firms work in the future. 

Matt Homann is the Founder of Filament, as well as the founder and former CEO of Invisible Girlfriend and Invisible Boyfriend—and a former lawyer who earned a reputation as a tireless advocate for legal innovation, alternative fees, and client-focused service. An accomplished keynote speaker and creative facilitator, Matt has worked with legal, accounting, financial services, nonprofit, and healthcare professionals around the world, as well as with executives from companies like McDonald's, HP, IBM, British Petroleum, Nokia, DuPont and the US Military. He was named one of the 50 most innovative people in law by Fastcase, a "Legal Rebel" by the American Bar Association, and is a fellow of the College of Law Practice Management. He has a natural knack for helping really smart people think, meet and learn together better. He lives in St. Louis with his wife, Jessica and daughter, Grace.

As Director of Innovation Design in the Program in Law and Innovation and Lecturer in Law at Vanderbilt Law School, Cat Moon teaches law students critical 21st-century lawyering skills. She works with colleagues to develop innovative curriculum, responsive to the demands of a rapidly-evolving legal profession. She helps students navigate through this evolution, to identify innovative opportunities in practice and beyond. Also, as Director of the PoLI Institute at Vanderbilt Law (innovatethelaw.com), she helps lawyers gain these same critical innovation leadership skills through intensive, interactive courses presented at Vanderbilt's innovation hub, the Wond'ry.

In this episode, Richard and Clio CEO Jack Newton share a fascinating back-and-forth about the ways law firms are currently reacting to COVID-19, how they should be reacting, and how long it might take for “normal” to return. Additionally, Richard outlines the article he co-wrote with his son, Daniel, about “The Five Stages of Recovery from COVID-19.”

Professor Richard Susskind OBE is an author, speaker, and independent adviser to major professional firms and to national governments. His main area of expertise is the future of professional service and, in particular, the way in which IT and the Internet are changing the work of lawyers. He has worked on legal technology for over 30 years. He lectures internationally, has written many books—including Expert Systems in Law, The Future of Law, Transforming the Law, The End of Lawyers? Rethinking the Nature of Legal Services, and Tomorrow’s Lawyers. His work has been translated into 10 languages.

Don’t miss this in-depth discussion between Jared and Clio CEO Jack Newton, as they share deep and meaningful insights about how to be efficient while working from home; which oft-neglected business areas law firms should prioritize right now; why many law firms still don’t understand the gravity of the COVID-19 crisis; and what all this means for the future of the profession. 

Jared D. Correia, Esq. is the CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting and technology services for solo and small law firms, as well as legal institutions and corporations. A former practicing attorney, Jared has been advising lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events; he regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, and his ‘Law Practice Confidential’ advice column for Lawyerist; he is the author of the American Bar Association publication ‘Twitter in One Hour for Lawyers’; and he is the host of the Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law School, Suffolk University Law School, and Solo Practice University.

Rachel Roche is the founder of Roche Legal, an award-winning boutique law firm in York, England, handling Wills & Probate, Powers of Attorney, Court of Protection, and Missing Persons Law. Rachel is also a Commissioner for Oaths, a full member of the Society of Trust & Estate Practitioners (STEP), and of the STEP Cross-Border and Mental Capacity Special Interest Groups. She is a Full Accredited Member for Solicitors for the Elderly (SFE), from which she has received the Older Client Care in Practice Award. Initially qualified as a Legal Executive in 2007, Rachel then qualified as a solicitor in 2009, subsequently winning Sole Practitioner of the Year in 2018 at The Law Society of England and Wales’ Excellence Awards.

David Lat is the founder and managing editor of Above the Law and the Managing Director at Lateral Link. His writing has appeared in the New York Times, the Wall Street Journal, and the Washington Post, among other publications. Prior to ATL, he launched Underneath Their Robes, a blog about federal judges.

Before entering the media world, David worked as a federal prosecutor in Newark, New Jersey; a litigation associate at Wachtell, Lipton, Rosen & Katz, in New York; and a law clerk to Judge Diarmuid F. O’Scannlain of the U.S. Court of Appeals for the Ninth Circuit. David graduated from Regis High School, Harvard College, and Yale Law School, where he served as an editor of the Yale Law Journal.

Chris Bentley is the Managing Director of the Legal Innovation Zone (LIZ) and the Law Practice Program (LPP), both housed at Ryerson University in Toronto. Chris co-founded LIZ, Canada’s first incubator dedicated to legal startups, to help deliver better legal solutions to consumers. It supports legal startups, R&D for law firms, businesses, organizations and government, and practical reform initiatives. Chris led the development of the LPP, a modern approach to lawyer licensing authorized by the Law Society of Ontario. Chris has also had a lengthy career in politics and as a criminal defense and labor lawyer and law professor.

Arun Chauhan is the founder and director of Tenet Compliance & Litigation, a niche law firm in Birmingham, England specializing in financial crime compliance and fraud investigation advice. He is also the deputy chair and a trustee for the charity the Fraud Advisory Panel and has helped launch the COVID-19 fraud watch group—a cross-sector and cross-industry coalition of trusted partners (including the Cabinet Office and City of London Police) who meet weekly to share information on emerging fraud threats and trends affecting businesses. Arun regularly contributes to the BBC shows Watchdog and Rip Off Britain.

Keith Lee is the Chief Marketing Officer of CaseStatus—a client communications management and marketing platform for law firms—and he is also the Founder of LawyerSmack, the leading private community for lawyers. A former practicing attorney in Birmingham, AL, Keith is also Founder of the legal blog Associate’s Mind, which has been recognized multiple times in the ABA Journal’s Blawg 100 since its launch in 2010, and he was a columnist for several years for Above the Law. Keith is the author of the 2013 ABA book “The Marble and The Sculptor: From Law School to Law Practice,” and he was named an ABA Journal Legal Rebel in 2019.

Terry DeMeo, J.D., is a coach, teacher, storyteller, writer, and formerly stressed-out trial lawyer who learned how to chill out and find authenticity, deep satisfaction, and happiness. She now guides others to do the same. Her personal and professional development work combines cutting-edge discoveries from social science and neuroscience with mindfulness, ancient wisdom traditions, and a little smidge of magic.

In addition to Mitch Jackson being a “2009 Orange County Trial Lawyer of the Year” and “2013 California Litigation Lawyer of the Year,” he’s also one of the most well-known active trial lawyers on social media. He’s been profiled in best-selling marketing books and dozens of publications and platforms including INC., Mashable, and The Wall Street Journal. During the past several years, Mitch has presented cutting-edge business, legal, and marketing techniques at the Tony Robbins Business Mastery with his good friend, David Meerman Scott.

Mitch is the founder of the global LegalMinds Mastermind, and has written a new book, “The Ultimate Guide to Social Media for Business Owners, Professionals and Entrepreneurs,” which was a #1 best seller on Amazon and top #1 new release in two separate categories. Mitch’s friends know of him as “The Streaming Lawyer” (live video) and you can stay connected at Streaming.Lawyer.

T.C. Whittaker leads a team of dedicated technologists, CPAs, and management consultants focused on solving the pain attorneys experience while running and managing law practices. PwC's InsightsOfficer leverages the latest technology to streamline bookkeeping tasks and unlock data to extract insights to help law firms operate more effectively. With PwC, firms gain new visibility into their operations and finances along with the business intelligence to determine where and how to improve. Our solution supports small-to-medium size law firms, providing access to PwC’s technology solution as well as our 100+ years of thought leadership around financial practices and business optimization. 

Shaka Senghor is the President of Shaka Senghor, Inc. His memoir, Writing My Wrongs: Life, Death and Redemption in an American Prison, debuted on The New York Times and The Washington Post Best Seller Lists.

Shaka is a former MIT Media Lab Director’s Fellow and a former Fellow in the inaugural class of the W.K. Kellogg Foundation’s Community Leadership Network. His 2014 TED Talk was featured in their “Year in Ideas” roundup and has over 1.6 million views.

Shaka is the recipient of numerous awards, including the 2012 Black Male Engagement (BMe) Leadership Award, the 2015 Manchester University Innovator of the Year Award, the 2016 FORD Man of Courage Award, and the 2016 NAACP Great Expectations Award. He was recently recognized by OWN (the Oprah Winfrey Network) as a “Soul Igniter” in the inaugural class of the SuperSoul 100. He has taught at the University of Michigan and shares his story of redemption around the world.

Today, Shaka’s priority is shifting societal narratives through storytelling and developing workshops with high entertainment value and deep social impact. Transcending industries, Shaka Senghor, builds and executes global strategies, develops thought focused leadership and cultural campaigns as a consultant for businesses and non-profit organizations internationally.

In Episode 9 of Daily Matters, we’re joined by Katy Goshtasbi of Puris Consulting to discuss the importance of mindset in a crisis, how to reframe the challenges in a crisis as opportunity, lessons she learned in childhood adversity, building a brand through vulnerability, and lawyers can connect authentically with their clients (and themselves).

CEO of Puris Consulting, Katy Goshtasbi is an accomplished securities lawyer, author, and keynote speaker, and she is the immediate past-chair of the American Bar Association (ABA) Law Practice Division. She was integral in the creation, development, and implementation of the Investment Adviser Registration Depository (IARD) while an attorney at the US Securities & Exchange Commission (SEC). While at the SEC, Katy was also integral in drafting and implementing many of the Sarbanes Oxley rulemakings as a result of post-Enron regulatory changes in the financial services industry, for which she received a commendation and award from the SEC Investment Management director.

Mike Whelan, Founder and CEO of Lawyer Forward, has worked in logistics, solo law practice, and legal media. He teaches about the overlaps between those activities and what they mean for attorneys and the companies that aim to serve them. Through his speaking, consulting, and writing, Mike aims to improve the lives of solo attorneys. The legal industry has many well-documented struggles. If we can harness the minds and compassion of solos—roughly half of the profession—we can have real impact on an array of social issues, including access to justice. That is Mike’s mission.

Jack asks Jordan to share his experience and perspective about this unique moment in legal history, to anticipate some of the short-term and long-term impacts the coronavirus will have on law firms and legal organizations, and to suggest what law firms need to focus on in the moment.

During the conversation, Jack and Patrick discuss how the coronavirus has affected Palace Law’s operations, how they were able to transition to remote work, the impact of COVID-19 on Worker's Compensation and the techniques Patrick is using to keep himself and his practice going during this challenging time.

During the conversation, Jack and Erin talk about adapting to the new reality of legal practice during a pandemic, how cloud-based technology is helping Erin and her teams operate remotely, and what sorts of new needs clients now have that lawyers must work to address.

During the conversation, Jack and Judy discuss the challenges legal professionals are facing right now, how the ABA is working to support the American legal community, and what kinds of long-term effects Judy expects this unprecedented crisis to have on the future of law.

Show Notes

• Introduction: Clio CEO and Daily Matters host Jack Newton welcomes Judy Perry Martinez, President of the ABA.
• Judy talks about the challenges that law firms and legal organizations are facing in the midst of the COVID-19 pandemic, and how the ABA plans to help its members navigate through this difficult time.
• Judy discusses some of the resources the ABA provides to aid legal professionals in coping with stress and other mental health issues, particularly during moments of crisis.
• Jack asks Judy to share the things she learned about dealing with disasters based on her experiences responding to Hurricane Katrina in Louisianna.
• Jack talks about the need for lawyers to prepare for the COVID-19 crisis to last a number of months, and asks Judy’s advice on how lawyers should approach this situation.
• Judy describes how this pandemic is causing law firms of all sizes to undergo a rapid transformation by finding new ways to work—including remote work and the incorporation of new legal technology into their practices.
• Judy looks ahead at some of the major changes that might take place across the legal profession as a result of this experience.
• Jack asks for Judy to describe the COVID-19 Task Force that the ABA is putting together, and the work that this group will do.
• Judy talks about the ways that lawyers are inspiring her through their actions in response to this crisis, and why that drives her every day.
• Closing