Podcast
New Solo
Hosted by Legal Talk Network · EN
So, you’re a new lawyer or you’re new to practicing solo. You’ve got your game plan. Now what? First, know that you’re not ‘alone. It’s the fastest growing segment of the legal profession. Welcome to New Solo here on the Legal Talk Network, where you’ll learn a lot about practicing law. SOLO!
26episodes
Episodes
Newest firstAll episodes
Case Management and Accounting Tech: Implementation, Migration, and Integration
May 29, 202500:54:34Tap to summarizeTake a deep dive into today’s case management and accounting tech with one of the leading voices in legal technology, Allan Mackenzie, the founding partner of the firm Efficient Legal. Moving from older systems and into the cloud can open lots of doors, affordably. Even small firms can dig into today’s modern technology to help manage documents, accounting tasks, and more. Iron out the wrinkles in your data management, connect platforms, and work seamlessly and efficiently. Case management systems have evolved to include dashboards, workflows, document assembly, phone call and text messaging systems, and even accounting tech and credit card processing. Hear what Mackenzie looks for when he sets out to build the right-sized system for a law firm, whether that’s a solo practice or a large organization. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Think your legal software and systems are fine because they’re what you’ve always used? Think again. Six months is an eternity in legal tech, and if you haven’t reviewed and renewed your software suite, you could be leaving money on the table. Integrate everything, including your billing, collections, and your phone calls, into every part of your firm, from information management to confidential storage and efficient search and recall. Your clients are texting more than ever. Today’s case management systems incorporate technology to securely receive, sort, and store text messages. Resources: Clio Legal Tech MyCase Smokeball CARET (formerly Zola) Leap Neos Dialpad RingCentral Ion8 Lightbulb Slack Quickbooks MyFirmData Zoho Invoice Centerbase Microsoft Teams Universal Migrator Actionstep Dropbox Dash ABA Techshow 2026 Previously on New Solo, “Winning The Battle: When It’s Time To Modernize But There’s One Holdout” Previously on New Solo, guest Peggy Gruenke, “What’s New in Legal Financial Management? An Expert’s Perspective” Previously on New Solo, guest Amanda Moore, “Money Management 101 for Solo and Small Firm Professionals” Clio Cloud Conference 2025 Clio Legal Trends Report
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How This New Lawyer Branded Her Firm With Aloha and Built a Happy Practice | First Flight #4
May 8, 202500:42:24Tap to summarizeCan your law firm be both professional and personal? In this episode, host Adriana Linares revisits her conversation with Cassandra Koeing, a solo family lawyer who launched Aloha Divorce straight out of school and found success by leaning into her personality and values. From creating a business plan with heart to growing a referral network through community events and Instagram, Cassandra shares how authenticity helped her attract the right clients. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down how choosing the right tech, building good habits, and learning when to say no can keep your practice and your peace of mind on track from day one. Here the original episode with Cassandra Koeing Learn more about ALPS Insurance Receive email notifications every time we release a new episode
Transcribe →Turning Tech Into Profit for Your Small Firm
Apr 28, 202500:50:43Tap to summarizeWant to help your small firm flex its muscles? Think tech. Guest John K. Phoebus is a highly regarded personal injury and criminal defense attorney practicing on the eastern shore of Maryland. He is a founding partner of the Anthenelli, Phoebus & Hickman, LLC boutique law firm that he turbocharges with the latest technology. Hear how Phoebus struck out at first on his own, then partnered with trusted colleagues and built a reputation so strong in their region they are known largely either by their last names or by Phoebus’ nickname, “The Crab Lawyer.” To manage a heavy case load in a boutique firm and sift through massive piles of evidence, even decades of medical records for a single case, Phoebus leans into tech, often tinkering with new products and pushing for greater capabilities when taking his small firm into battle against much larger, deep pocket firms. Technology can help you market online, take clients from inquiry to retainer, and create repeatable, dependable case management systems that deliver a consistent experience to clients, build your reputation, and maximize outcomes time after time. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: For small firms, a strong tech arsenal (and yes, that means AI as well) turns Davids into Goliaths. Go toe-to-toe with the biggest firms with a robust stable of tech tools, even sort through decades of medical records, sort multiple body camera videos, and help you read a brief through the eyes of a judge and jury. Owning multiple online domain names can help you extend your reach without creating more work, they can all point back to the same website while protecting you from “poachers” who want to latch onto your reputation. How do you know you’ve “made it” in the legal world? When you’re known only by your last name. That’s a reputation. Mentioned in This Episode: Clio Grow intake software Google NotebookLM 10 Kanban Board Examples Clio Legal Tech CoCounsel AI legal software Microsoft 365 for business MDEC, Maryland Electronic Courts Acrobat Pro Quickbooks CallRail JusticeText “Jake Heller Interview With Artificial Lawyer: ‘We Never Planned For This’” Eastern Exposure: A Chesapeake Story Documentary on Crisfield, Maryland Scorpion marketing Clio Cloud Conference 2025 Clio Legal Trends Report
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How a New Solo Lawyer Built a Thriving Practice in Just 3 Months | First Flight #3
Apr 10, 202500:43:21Tap to summarizeStarting a law firm straight out of school? Meet Philip Mauriello, an attorney who wasted no time launching his solo practice just three months after passing the bar. In this episode, host Adriana Linares revisits her conversation with Philip, who shares the smart, scrappy strategies that helped him build a successful business from the ground up. From freelancing to build startup capital to picking the right tech stack before day one, Philip shares real-world strategies for getting up and running fast. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why thinking ahead, specializing early, and planning your growth can reduce risk and lead to long-term success. Hear the original episode with Philip Mauriello.Learn more about ALPS Insurance. Receive email notifications every time we release a new episode.
Transcribe →Going Solo (and Staying Solo!) Tips From a Veteran Solo Practitioner
Mar 27, 202500:37:21Tap to summarizeGet inspired and stay inspired as a solo legal practitioner. Guest Paige Greenlee started her firm, Greenlee Law PLLC, in 2014 and is still going strong on her own. Hear how she does it. Keeping the lights on, and keeping track of cases, business, even contract help is a full load, but you can do it. Having worked for large firms, Greenlee realized she wanted to control her own business, use the technology that worked for her, and manage her own calendar and cases. But as so many have noted, you learn the law in law school – not business management. Hear how Greenlee leaned on family experiences, mentors, and her own trial and error to keep the lights on, keep the cases coming in the door, and stay organized and efficient. Here’s a hint, a lot of running a solo practice comes down to making a business decision and then outsourcing the implementation. Greenlee learned to delegate tasks, including accounting and technology management. And as she started to build her practice, she learned to find and hire the right assistants to manage day-to-day duties. She relies heavily on tech tools – the right tools, not cheap imitations – to eliminate the forest of paper documents that comes her way daily. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Hear how a successful solo law firm founder learned to practice law, enjoy her life, and take care of the day-to-day chores it takes to run a business It’s easy to fall into the habit of trying to do everything yourself. Learn when to “outsource,” turning over business issues such as bookkeeping and administration to contract employees and firms. When it comes to your tech, don’t skimp. If you need it, get it. “Good enough” is rarely good enough. Mentioned in This Episode:Clio Legal TechMicrosoft 365 for BusinessNetDocumentsScanSnapGliss Marketing and ConsultingTrialPadFlorida Bar AssociationABA TECHSHOW 2025Clio Cloud Conference 2025Clio Legal Trends Report
Transcribe →A Better AI, Built For Lawyers: Results You Can Finally Trust?
Sep 14, 2023Tap to summarizeLet’s talk AI. Guests Nina Steinbrecker Jack and Ed Walters worked from the start to build Fastcase, now merged with international legal research firm vLex, striving to make legal research faster, better, and cheaper. Digging through law books is so 2010. Under the merger, incorporating generative Artificial Intelligence (AI), lawyers today have fingertip access to not only U.S. case law but also international law. We’re witnessing a revolution in the use of generative AI, often producing results so good that it’s hard to determine what was written by a human and what was generated by the program. This is becoming the bedrock of legal research, saving attorneys time and money, allowing them work on strategy and building cases instead of hunting for case law.But regular, layman’s, AI is still experiencing some hiccups, “hallucinating” incorrect information as it struggles to learn. Breaking news only on New Solo: Coming soon to vLex and Fastcase, an AI Lab is developing a new class of AI built just for law, globally, called (for now) “Research Assistant.” This new level of AI will be so up to date it will include cases decided in as little as 12 hours prior to each request, fully vetted and referenced. Got questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Artificial Intelligence (AI) is a great tool, but it’s also prone to errors. One popular tool, ChatGPT, is fun, but it’s not for legal research. Can lawyers trust an AI program to create bullet-proof results? Breaking news on New Solo: Coming soon, vLex and Fastcase legal research together have built an AI Lab developing a new class of AI honed just for law, globally, tentatively called “Research Assistant.” AI results you can trust. AI is not going away. If you’re not keeping up, you’re falling behind. Get involved and stay current. The world of computer assisted legal research is blowing up.
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