Future-Proofing Your Firm in the Age of AI, with Jack Newton
In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors.
Jack explains how Clio’s new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry’s next big shift.
Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow’s most successful law firms.
Listen to our previous episodes about AI & Law Firm Growth:
Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” Apple | Spotify | LTN
Episode #577: “Rethinking Law Firm Growth in the Age of AI, with Sam Harden” Apple | Spotify | LTN
Episode #565: “Becoming the AI Driven Leader, with Geoff Woods” Apple | Spotify | LTN
Episode #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” Apple | Spotify | LTN
Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!
If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.
Access more resources from Lawyerist at lawyerist.com.
Chapters / Timestamps:
0:00 – Introduction & ClioCon Recap
2:00 – Growth Stages of Small Firms
5:10 – Clio for Enterprise Explained
7:45 – Why Small Firms Have the Advantage
10:30 – How AI Is Changing Legal Work
13:15 – Making AI Adoption Effortless
16:00 – Trust, Data & the Hallucination Problem
20:00 – Building the AI-Native Law Firm
22:30 – Staying Competitive in the Age of Change
24:40 – Closing Thoughts
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Beyond Politics: Standing for the Rule of Law, with Bill Bay
In episode 586 of Lawyerist Podcast, learn how lawyers can help safeguard democracy by defending the rule of law and protecting judicial independence. In this episode, Stephanie Everett talks with Bill Bay, Immediate Past President of the American Bar Association, about why these issues transcend politics and define the integrity of the legal profession. Together, they discuss how every lawyer can lead with grace, model civil discourse, and stand up for fairness, equality, and due process.
Learn how you can join the ABA’s fight for the rule of law here: https://www.americanbar.org/groups/public_education/resources/rule-of-law/
Listen to our previous episodes about Leadership & Advocacy in Law:
Episode 490: “How to Build a Powerhouse Firm with Internal Talent, with Ryan McKeen” Apple | Spotify | LTN
Episode 560: “Stop Doing Everything Yourself! Unlock Your Law Firm’s True Potential, with Leticia DeSuze” Apple | Spotify | LTN
Episode 576: “How Sponsorship, Empathy, and Failure Shape Great Leaders, with Michael Cohen” Apple | Spotify | LTN
Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!
If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.
Access more resources from Lawyerist at lawyerist.com.
Chapters / Timestamps:
0:00 – Introduction
1:00 – Law as Political, Not Partisan
4:40 – Sponsor Break: Tabs3
11:13 – Meet Bill Bay
12:20 – What the Rule of Law Means
14:40 – Threats to Justice & the Profession
21:55 – How Lawyers Can Take Action
23:40 – Grace & Civility in Practice
29:05 – Hope for the Next Generation
34:20 – Call to Action & Closing Thoughts
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First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner
In episode 585 of Lawyerist Podcast, Soumya Palreddy and Jill Kluesner explain how Mental Health First Aid equips lawyers to recognize signs of burnout, stress, and crisis—before they escalate. Learn practical tools for building healthier teams, reducing stigma, and improving communication in high-pressure firms.
Discover why legal leaders are embracing mental health training as a core business skill, and how a few key mindset shifts can protect both your well-being and your practice.
Links from the episode:
http://www.jillkluesnerconsulting.com
https://www.soumyapalreddyconsulting.com/
Listen to our previous episodes about Legal Professional Wellness.
#375: Taking Care of Your Team’s Mental Health, with Calvin Benton Apple | Spotify | LTN
#469: Lawyers in Crisis: Navigating Addiction and Mental Health, with Brian Cuban Apple | Spotify | LTN
#473: Redefining Perfectionism and Striving for Lawyers, with Stephanie Villinski and Kara Hardin Apple | Spotify | LTN
Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!
If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.
Access more resources from Lawyerist at lawyerist.com.
Chapters / Timestamps:
00:00 – Introduction & ClioCon Recap03:45 – What Is Mental Health First Aid?06:10 – Training for the Legal Mind08:45 – Breaking the Stigma: Talking About Mental Health at Work11:32 – Signs, Symptoms & What to Notice15:55 – The First Aid Framework: How to Help19:20 – Leadership, Culture & Modeling Wellness22:58 – From Self-Care to Community Care26:40 – Practical Steps for Teams29:10 – Final Takeaways & How to Get Trained30:45 – Closing Thoughts & Resources
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How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative
In episode 584 of Lawyerist Podcast, Zack Glaser sits down with longtime legal marketing expert Karin Conroy of Conroy Creative Counsel to talk about the evolution of law firm marketing in the age of artificial intelligence.
Karin explains why lawyers shouldn’t fear AI, but should learn to use it strategically. From the “Iron Man vs. Terminator” analogy to practical steps for improving your firm’s marketing funnel, she shares how attorneys can blend technology and human insight to build trust, attract the right clients, and stay ahead of the curve.
They also dig into how AI is reshaping SEO, the importance of authenticity, and why marketing fundamentals still matter more than ever.
Links from this episode:
Conroy Creative Counsel
The AI Marketing Cookbook for Lawyers
Listen to our previous episodes with Karin:
#559: The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites , with Conroy Creative Counsel (Sponsored) Apple | Spotify | LTN
#546: Unlock Law Firm Growth: AI marketing Secrets with Karin Conroy Apple | Spotify | LTN
Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!
If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.
Access more resources from Lawyerist at lawyerist.com.
Chapters / Timestamps:
0:00 – The evolution of law firm marketing 3:50 – AI’s rise and the Iron Man vs. Terminator analogy 9:50 – Understanding your marketing funnel 12:00 – Why referrals are marketing 17:00 – Finding weak points in your strategy 21:00 – Adding AI without losing the human touch 25:30 – How AI is changing SEO and “Search Everywhere Optimization” 37:40 – The value of authenticity and human connection
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From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris
In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.
Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.
Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.
Listen to our previous episodes with Bernadette:
#557: KPIs for Lawyers: Measuring Your Law Firm’s Financial Health with Bernadette Harris Apple | Spotify | LTN
#523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN
#457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN
If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.
Access more resources from Lawyerist at lawyerist.com.
Chapters/Timestamps:
0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who’s Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources
The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence.
Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podcast provides the tools you need. From mastering law firm marketing, streamlining workflows with legal technology, and improving client relationships to building sustainable firm culture, we cover everything that matters to entrepreneurial lawyers.
Hosted by industry leaders and packed with interviews featuring top legal professionals, tech innovators, and law firm management experts, each episode dives deep into topics like law firm profitability, automation, time management, and future trends in legal services.
If you’re searching for practical advice on how to run a law firm, grow your legal business, and stay ahead of the curve, The Lawyerist Podcast is the resource you’ve been waiting for. Subscribe now to elevate your practice and build the law firm of your dreams.
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