• 047. How Kanban Creates Capacity Liquidity in Your Law Firm with Richard Hoare
    Dec 12 2024

    How do you build the systems, tools, and culture required to sustain and scale a law practice and deliver the results your clients need, even when you have non-standard working arrangements, or a fairly unique practice area?

    In this episode, I'm joined by Richard Hoare, owner of Hoare Associates, to discuss how he transformed his music-centric law practice by embracing Agile and Kanban methodologies with a heavy emphasis on capacity liquidity. Richard explains how visual management systems and Kanban thinking have allowed his firm to be more responsive, efficient, and profitable in support of their mission.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/47

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    1 hr and 15 mins
  • 046. Improving Legal Workflows without New Technology
    Dec 5 2024

    I walk you through the specific steps my client took to optimize their workflow, improve their client experience, and ultimately achieve remarkable results by embracing Kanban without implementing new software. Whether you're a solo practitioner or part of a larger organization, you'll learn valuable insights and actionable strategies to implement Kanban principles, even if you’re restricted in terms of the tech you have available.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/46

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    33 mins
  • 045. Agile Access to Justice, Leveraging Process Improvement to Serve the Underserved
    Nov 28 2024

    There are people all over the US who find themselves in legal binds, but are unable to get the legal help they need. As we enter this season of giving, this episode is here to highlight an Access to Justice success story that I've been fortunate enough to be a part of, albeit one that is still very much in its early chapters. I’m sharing this to spread a little hope, but also to illustrate some Agile tools and concepts that you might be able to use in your own private practice.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/45

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    39 mins
  • 044. Kanban Made Easy: A Lawyer's Guide to Visual Task Management
    Nov 21 2024

    When you’re buried in work, your to-do list is flowing off the page, and you’re feeling totally overwhelmed in your day-to-day activities, I invite you to hit play on this episode. I go old school, describing how to build a very simple Kanban board on your wall, a whiteboard, or any simple Kanban system. Discover how using even the most basic Kanban board can help you break down your work into manageable pieces, focus on what matters most, and start crossing those items off your list with confidence, one sticky note at a time.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/44

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    31 mins
  • 043. The Right Way to Incentivize Your Team
    Nov 14 2024

    One of the biggest challenges law firms face when moving away from hourly billing and towards incorporating flat fees is motivating your team in a way that actually supports the new business model.

    Tune in this week as I challenge the conventional wisdom around using billable hours as a key performance metric, even for firms that bill by the hour. I explain why billable targets often work against efficiency and profitability, especially for firms incorporating flat fee billing. But more importantly, I dive into the social science behind human motivation and share proven strategies for tapping into your team's intrinsic drive to do great work.


    Get full show notes, transcript, and more here: https://www.agileattorney.com/43

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    29 mins
  • 042. Ditch Effective Hourly Rates: How to Calculate Matter-Level Profit
    Nov 7 2024

    Do you know the most profitable parts of your law practice? If you're like most lawyers, the answer is probably no. But without a clear understanding of matter-level profitability, you could be making costly decisions about where to invest your limited time and resources.

    In this episode, I explain why the traditional approach of using effective hourly rate to compare flat fee and hourly matters is flawed and what to do instead. By assigning a direct cost to each team member's time and calculating the gross profit on a matter-by-matter basis, you'll be able to make more informed decisions about which types of work to pursue. The result is a more profitable and intentional law practice.


    Get full show notes, transcript, and more information here: https://www.agileattorney.com/42


    Start your Agile transformation today and check out free resources, including my Law Firm Policy Template, to help you and your team develop a more Agile legal practice: https://www.agileattorney.com/start

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    40 mins
  • 041. How to Transition From Hourly Billing To Flat Fees, One Phase at a Time
    Oct 31 2024

    Transitioning away from the billable hour can feel daunting, but it doesn't have to be an all-or-nothing proposition. By taking an iterative, milestone-based approach to your matters, you can begin to identify which phases of work are ripe for flat fee billing, helping you increase your firm’s profitability.

    As I share more insights and takeaways from the most recent Clio Cloud Conference, I walk you through real-world examples of how this phased approach has worked for firms in different practice areas and at different price points. Even if you’re already using flat fees in your practice, what I share today will help you refine your approach and ultimately boost your bottom line.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/41


    Start your Agile transformation today and check out free resources, including my Law Firm Policy Template, to help you and your team develop a more Agile legal practice: https://www.agileattorney.com/start

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    39 mins
  • 040. Legal Workflow Management and Matter Management Are Not the Same Thing
    Oct 24 2024

    Are you familiar with Clio's Kanban-inspired feature, Clio Matter Stages? It’s been around for a while now, but as a Kanban enthusiast, I was eager to check it out at this year's Clio Cloud Conference. While it's certainly a step in the right direction and an interesting tool for Clio users, how does it measure up when it comes to implementing some of the more robust Kanban systems?

    In this episode, I share my first impressions of Clio Matter Stages, and explore some key Kanban principles that can help you level up your workflow, including the power of queue columns, work-in-progress limits, and definitions of done.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/40


    Start your Agile transformation today and check out free resources, including my Law Firm Policy Template, to help you and your team develop a more Agile legal practice: https://www.agileattorney.com/start

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    26 mins