125: Case Study - Attorney Pete Clancy

After doing commercial litigation in an Oakland law firm, Pete Clancy and his wife started their own personal injury law firm. Pete is a member of the San Francisco Trial Lawyers Association where he strives to help fellow lawyers learn to improve their practices in various ways, including the strategic use of technology. In this episode, Pete and Ernie discuss the challenges of running a small firm and the opportunities for using technology to improve the operations and marketing of small firms. Episode Notes Clancy & Diaz law firm Sanebox Zapier Process St. X.ai Esquiretek Rocket Fuel, by Gino Wickman General Resources Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/ Focus on these essential tech tools for maximum traction in your practice. Take this short law practice assessment to identify your main strengths & weaknesses. Thanks to Our Sponsors Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. Get an extra $100 discount with promo code ERNIE100. Sign up for a free trial now (and learn more) at www.smith.ai. SweetProcess helps you streamline your practice by creating documented systems. Get an extended 28-day free trial (no credit card required) by using this link today. ———————— EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment. He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world. Find out more at EmeraldCity Pro  

Om Podcasten

Concrete advice on how to simplify technology to streamline work and gain more freedom. Running a law practice today means navigating a sea of tech options. Success with tech demands you focus on a few key tools in six areas: (1) automation, (2) outsourcing, (3) marketing, (4) cybersecurity, (5) remote work, and (6) artificial intelligence. That's what this podcast will help you with: strategically focusing on a few key tech options and explaining why they matter and how to get the most from using them.