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Law Firm Autopilot

Helping lawyers upgrade their practices for the Digital Age, by using technology better (i.e. working less, earning more, and spending more time relaxing and having fun)

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089: Financial Reporting in Your Law Firm with Amanda Aguillard

How would your best accountant friend recommend you streamline your law firm's management of bookkeeping, accounting, and general finances? Listen & find out... Show Notes Amanda Aguillard has been a Certified Public Accountant since 2001. She holds a Masters Degree in Taxation from the University of Denver, and loves helping small law firms (and other small businesses) improve their financial data handling and accounting (especially by harnessing useful technologies). Aguillard Accounting - Amanda’s main business website Amanda’s Training Service for accountants and bookkeepers Xero; - online accounting service recommended by Amanda Quickbooks online - online accounting service by Intuit Zapier; - connect cloud services and create mind-blowing automations MileIQ; - automated vehicle mileage tracking app HubDoc; - automatically imports financial data to Quickbooks, Xero and Box (now owned by Xero) Want to take your practice to the next level? If you want to make big changes and massively improve your law practice check out my upcoming Small Firm Bootcamp conference - a 2-day conference for attorneys who want to learn how to better leverage tech (i.e. automation, paperless practice, mobile/virtual practice) to transform their practices. Special “early bird” pricing is still in effect as of the recording date of this episode And as soon as you register for the Bootcamp you'll get access to 60+ lessons that have been pre-recorded, plus you'll be invited to a weekly webinar series that will run each Thursday or Friday up until the May 7th & 8th Bootcamp. In case you're wondering how the current global virus crisis will affect the Bootcamp, it won't affect it much. We'll have the live sessions in New Orleans and live-stream those for folks who want to participate remotely (and get access to recordings of the live streams). And if for any reason, we can't do the live sessions in the hotel we'll shift to completely virtual programming via GoToWebinar sessions all day on May 7th and 8th. And those sessions will be recorded as well. So, once you sign up for the Bootcamp you'll get access to pre-recorded content and to live webinars, which are all being recorded. If you don't want to register for the Bootcamp, but want to attend the weekly webinars you can do so by signing up here (you won't get access to any recorded material; just the live weekly webinars). Thanks to The Sponsor Smith.ai is a superior virtual receptionist service for small businesses. They specialize in working with solo and small law firms. After years of working with various receptionist services, I recently discovered Smith.ai and was blown away by their range of services, which are available at a cost any attorney -- even those of you in the smallest solo practice -- can afford. Their friendly receptionists respond to potential clients in English or Spanish, screen and schedule new leads, and even take payment for consults -- and they do this 7 days a week. The best part is they don't just handle these conversations by phone -- they also have 24/7 live agents and chatbots capturing leads on websites and via text message! They tell me this is just the beginning, with Facebook Messenger and other channels coming soon! If there's one growth hack for your practice, this is it. Smith's friendly gatekeepers can staff your front lines while you work uninterrupted. You can finally have the peace of mind that while you're working, you're not missing out on future work.   Plans start at just $140 a month for calls or chats. They even offer a totally free chatbot, so there's no excuse! Try Smith.ai today and see for yourself why attorneys like Justie Nicol in Colorado say Smith.ai receptionists are the "secret to business growth and client happiness."   Smith.ai offers a free trial, and podcast listeners get an extra $100 discount with promo code ERNIE100. Sign up and learn more at www.smith.ai. Trust me when I say, "Don't let another day go by!" Try Smith.ai. *** 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 https://emeraldcitypro.com BTW, I'd love to get your feedback or hear about your questions (which I'll answer in upcoming episodes). And when you get a chance, download my free Guide to Working Smarter in the Digital Age (which will help you streamline & optimize your practice —so you start working less and relaxing more). Oh, and if you're interested in making changes sooner, check out my new Working Smarter course.

35mins

10 Mar 2020

Rank #1

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090: How a California business lawyer leverages tech with David Sparks

David Sparks is a solo business lawyer in Orange County, California. He’s been a frequent speaker at bar association conferences around the country, including the ABA TECHSHOW, where he helps lawyers learn to better harness the power of technology to make their practices run more smoothly, with less effort. David is a well-known speaker, author, and podcaster (i.e. Mac Power Users, Automators;, and Focussed; podcasts). He loves jazz and is looking forward to participating in the Small Firm Bootcamp where he will be a featured speaker. Omnifocus; - Project & Task management software used and recommended by David Sanebox; - Intelligent email filtering and automation used and recommended by David Basecamp; - cloud-based project management software that David uses to share data with clients and his team Dragon Dictation software - used by David even though the company says it will no longer support the Mac version. Signup for the (now) 100% Virtual Small Firm Bootcamp Want to take your practice to the next level? If you want to make big changes and massively improve your law practice check out my upcoming Small Firm Bootcamp conference - a 3-day online conference for attorneys who want to learn how to better leverage tech (i.e. automation, paperless practice, mobile/virtual practice) to transform their practices. Thanks to The Sponsor Smith.ai; is a superior receptionist service for law firms that also helps you convert first-time callers or website visitors into paying clients. They also offer a free AI Chatbot that provides 24/7 service on your website. Ernie appreciates the superior service they provide to his callers and web visitors, and you will too. And if you’re curious about how a virtual receptionist service can help you take your practice to the next level, check out this ebook. *** 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 https://emeraldcitypro.com BTW, I'd love to get your feedback or hear about your questions (which I'll answer in upcoming episodes). And when you get a chance, download my free Guide to Working Smarter in the Digital Age (which will help you streamline & optimize your practice —so you start working less and relaxing more). Oh, and if you're interested in making changes sooner, check out my new Working Smarter course.

31mins

17 Mar 2020

Rank #2

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082: Trouble Creating Systems - Answering a lawyer’s question

Figuring out how to effectively create systems can be tricky. Ernie addresses a solo lawyer’s question why she might be having trouble creating systems. Podcast Episode Show notes: Atomic Habits, by James Clear The Artist’s Way, by Julia Cameron Brian Koppleman’s podcast (the episode where he talks about doing the 3 daily pages practice that he learned from reading The Artist’s Way) … Do you want to take your practice to the next level? Check out my upcoming Small Firm Bootcamp event - a transformational 2-day conference exclusively for solo and small firm attorneys. And please note that special “early bird” pricing is in effect. Finally, if you’ve enjoyed this podcast you’ll probably appreciate my Co-Pilot coaching program…which is designed to help you to harness the power of modern technology so you can start working less, earning more, and enjoying more time off. Thanks to My Sponsor Smith.ai; is a superior receptionist service for law firms that also helps you convert first-time callers or website visitors into paying clients. They also offer a free AI Chatbot that provides 24/7 service on your website. Ernie appreciates the superior service they provide to his callers and web visitors, and you will too. And if you’re curious about how a virtual receptionist service can help you take your practice to the next level, check out this ebook. *** 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 https://emeraldcitypro.com BTW, I'd love to get your feedback or hear about your questions (which I'll answer in upcoming episodes). And when you get a chance, download my free Guide to Working Smarter in the Digital Age (which will help you streamline & optimize your practice —so you start working less and relaxing more). Oh, and if you're interested in making changes sooner, check out my new Working Smarter course.

32mins

21 Jan 2020

Rank #3

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085: Top Tech Recommendations for a Better Practice

To create a better practice you should leverage technology. Here are my top tech recommendations for simplifying, automating and outsourcing your way to freedom. Show Notes Here’s my a link to download my top tech recommendations, and here’s my best overall advice: After having worked for over a decade with hundreds of lawyers in all kinds of practices, I’ve zeroed in on three essential elements for making any kind of law practice run a LOT smoother. 1. Simplicity The simpler your practice is, the better. But how do you create simplicity? You start by creating systems; for doing common workflows. But you also have to eliminate unnecessary complexity . When you do these two things, your practice will become exponentially easier to run. 2. Automation This is where technology will make the biggest difference. And when you get enough solid automation going, some key parts of your practice will start to run more by themselves—without you having to be involved. There’s a lot that you can theoretically automate, but I recommend starting with text-based automation , online scheduling services , and email-based referral marketing . That’s where you’ll get the biggest payoff the most quickly. Once you’ve locked in solid automation in those areas you’ll start feeling a lot more relaxed and in control. 3. Mobility When you get adept at working remotely , using cloud services , and virtual assistance , well… Then you’ll finally start to enjoy massive freedom. You’ll spend zero time doing drudgery and more time away from work, having fun. Harsh Truth Time Technology, by itself, is not going to make your practice better. But using it haphazardly (as many lawyers do) will almost certainly make things worse, not better. Look, technology needs to be used sensibly to fully harness its power. And if you want to know how to use it sensibly, and effectively —in a way that leads to radical improvement… …here are two ways that I can help you do that sooner rather than later. LawFirm Autopilot - Online Program This is my signature program for learning to simplify, automate and outsource key aspects of your law practice. You can learn more about it here . Lot’s of lawyers have used it to make big changes, even some who call themselves “dinosaur lawyers.” Here are some of the things people have said about this program… “I can honestly say that I’m years ahead of where I would be if had not done this…” —Keith Magness “My practice has grown exponentially because of Ernie.”—Stephanie Quigley “Ernie is the man to know if you’re trying to build your practice and take it to the next level.”—Charles Irvin The Autopilot program is self-directed so you can go through it at your own pace. But some folks want more hands on guidance, and want to get results faster. And for them, I offer my 2-Day Live Conference Happening May 7th & 8th 2020 The Small Firm Bootcamp will be the fastest way to improve your practice, and it includes the Autopilot course as a FREE BONUS. There will be 18 nationally recognized speakers/consultants that I can personally guarantee will be among the best you’ve ever seen. They’ll be covering important topics like Creating & refining systems to make your practice run smoother Identifying best options for practice management software Keeping your data secure against hacking or inadvertent loss How to attract better clients by using tasteful, but powerful marketing tactics & tools How to automate the creation of documents using macros and voice-to-text software and apps How to leverage virtual assistance effectively, including how to get part-time lawyer assistance You can read more about the speakers here , and we’ll be revealing the final agenda in a few days. The most important thing to bear in mind is this: the agenda for the live event is optimized for learning things that can best be learned in a live event. Whatever can be better explained or taught in an online webinar or lesson has been placed in the online materials that you get access to immediately upon registration. The idea being that you can start working on your practice right away, and do so at your own pace. Thanks to The Sponsor Smith.ai; ; is a superior receptionist service for law firms that also helps you convert first-time callers or website visitors into paying clients. They also offer a free AI Chatbot that provides 24/7 service on your website. Ernie appreciates the superior service they provide to his callers and web visitors, and you will too. And if you’re curious about how a virtual receptionist service can help you take your practice to the next level, check out this ebook . *** 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 https://emeraldcitypro.com BTW, I'd love to get your feedback or hear about your questions (which I'll answer in upcoming episodes). And when you get a chance, download my free Guide to Working Smarter in the Digital Age (which will help you streamline & optimize your practice —so you start working less and relaxing more). Oh, and if you're interested in making changes sooner, check out my new Working Smarter course.

28mins

11 Feb 2020

Rank #4

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