Lawyers Gone Ethical

Informações:

Synopsis

How do lawyers function in todays changing legal market without running afoul of the ethics rules? What must lawyers include in their social media profiles and posts? How technologically competent must a lawyer be? How secure must lawyers keep client data? Can lawyers accept credit cards or cryptocurrency? What should lawyers do if they receive a bar complaint?The business of law is constantly evolving. Staying out of trouble requires that lawyers understand the latest interpretations and applications of the ethics rules. It also requires us to figure out what to do when the rules and modern business and technology are not in sync. Join host Megan Zavieh, state bar defense and ethics attorney, and her guests as they discuss todays most pressing topics and practical tools to help you navigate the ever-changing ethics landscape.

Episodes

  • 2020 Service Planning with John Strohmeyer [LGE 094]

    07/01/2020 Duration: 21min

    It is quite clear that lawyers could use some work on client service. In our last episode, we talked about the Clio Legal Trends Report, which made that abundantly clear. In this episode, Megan sits down at Clio Con 2019 with John Strohmeyer to talk about how lawyers can plan to better serve clients in 2020. Resources Mentioned: Lawyers Gone Ethical Episode 65 Five Star Counsel Guest Info: John Strohmeyer – Website and LinkedIn Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational p

  • Using Data to Plan 2020 with Clio's George Psiharis [LGE 093]

    31/12/2019 Duration: 17min

    Lawyers as a profession are pretty bad about using data, but it is extremely powerful. Clio recognizes this fact and creates the Legal Trends Report each year to highlight trends in the profession. This year’s report had some interesting insights, some of which confirm what lawyers already believe and some which challenge our beliefs. The report’s chief architect, George Psiharis, visited with Megan at Clio Con 2019 to talk about it. Resources Mentioned: Clio's 2019 Legal Trends Report Guest Info: George Psiharis on Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn

  • Merry Automated Christmas! [LGE 092]

    24/12/2019 Duration: 18min

    Automation can make a practice run much more smoothly, giving you peace of mind, fewer errors, and fewer hours of work.  In this Christmas episode, Megan runs through some ideas for how you can introduce automation to your practice. Resources Mentioned: Zapier Acuity JotForm Campaign Monitor Clio Dropbox Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter

  • Advocacy in the Public Forum with Ruby Powers [LGE 091]

    17/12/2019 Duration: 24min

    Immigration lawyer and Congressional candidate Ruby Powers talks about using the power of the public forum in advocating for clients. Guest Info: Ruby Powers: Ruby's Law Firm Ruby's Campaign Ruby on Twitter Ruby on Instagram Ruby on Facebook Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific n

  • Emotional Lawyering with Erin and Jennifer Gerstenzang [LGE 090]

    10/12/2019 Duration: 20min

    "Emotional Lawyering" - Should lawyers think more critically about responding to their client's pain points and focusing on their emotional needs and how do you do it? How Erin Levine has built Hello Divorce by identifying and meeting clients' emotional needs  How to identify and handle clients who want that hand-holding versus those who do not Can you care too much? Secondary post-traumatic disorder for lawyers Guest Info: Guest Host Erin Gerstenzang – Website and Twitter Jennifer Gerstenzang - Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at

  • What Can I Do With a Law Degree? with Nicole Abboud [LGE 089]

    03/12/2019 Duration: 22min

    Nicole Abboud, known to audiences as the host of the Gen Y Lawyer Podcast, has launched a varied career since graduating from law school.  Speaker, podcast host, video personality, blogger, media producer, motivational guru, there are many titles Megan would give her.  At Clio Con 2019, Nicole sat down with Megan to talk about her own career and what lawyers who find themselves not loving the practice of law might do with their legal training. Guest Info: Abboud Media Website Nicole's Blog Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zavieh

  • Catching up With Mark Britton at Clio Con 2019 [LGE 088]

    26/11/2019 Duration: 16min

    Megan and Mark Britton sat down at Clio Cloud Conference 2019 to talk about the future of law, legal regulatory changes, what Mark has been up to since leaving Avvo, and what is next for Mark.   Resources Mentioned: 2019 Clio Legal Trends Report Guest Info: Mark Britton on LinkedIn Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult w

  • Grateful for Lawyers: A Thanksgiving Episode [LGE 087]

    19/11/2019 Duration: 18min

    Thanksgiving is Megan's favorite holiday, and in this special episode she discusses gratitude for lawyers,  happy lawyer stories, and why she is grateful for the lawyers in her life. Resources Mentioned: Lawyers Gone Ethical Episode 51 with Greg Siskind Robin Bull on Twitter Lawyerist Insider Facebook Group Maximum Lawyer Facebook Group   Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If

  • National Perspective on Regulatory Reform with Jayne Reardon [LGE 086]

    12/11/2019 Duration: 22min

    At Clio Con 2019, Jayne Reardon of the Illinois Supreme Court Commission on Professionalism joined Megan to talk about the changing regulatory landscape in the legal profession. Nationally there are changes afoot in many states, and in this conversation they hit on the states leading reform efforts and discuss which reforms are most likely to succeed. Guest Info: Jayne Reardon on Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed a

  • Rise of the Unconference with Sean Bernstein [LGE 085]

    05/11/2019 Duration: 35min

    Megan is joined by Sean Bernstein, organizer of Legal Innovation Summit at Fireside, to talk about that event and others in an unconference format.  How can solos benefit from getting out of the usual legal conference setting and into something more interesting and collaborative?  How are unconferences structured?  Listen in on Sean and Megan and plan your next outing. Resources Mentioned: MinuteBox - Sean's Company Fireside Conference - Sean's Unconference Legal Innovation Council Guest Info: Sean's Email Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me a

  • Jack Newton at Clio Con 2019 [LGE 084]

    29/10/2019 Duration: 26min

    There is so much to talk about from Clio Con 2019, including the Legal Trends Report.  In this episode, Jack Newton stops by the Lawyers Gone Ethical recording booth. Resources Mentioned: Medium Article discussing Clio's History 2019 Legal Trends Report Guest Info: Jack Newton - Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to cons

  • Ethically Outsourcing Substantive Legal Work with Talitha Gray Kozlowski [LGE 083]

    22/10/2019 Duration: 34min

    LAWCLERK was started by three partners who saw a growth market in outsourced substantive legal work.  Answers to ethics questions were critical to establishing a marketplace for lawyers seeking lawyer help on their substantive legal work.  In this episode, Megan and guest Talitha Gray Kozlowski dive into the ethics issues facing lawyers who need some help on their client files. Resources Mentioned: LAWCLERK Off-Ramps and On-Ramps:  Keeping Talented Women on the Road to Success Guest Info: LAWCLERK on Twitter LAWCLERK on Facebook Shark on the Run on Instagram Talitha's Email   Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendatio

  • One Year of Virtual Assistance [LGE 082]

    15/10/2019 Duration: 17min

    Megan was a true solo for a long time, then dabbled in having a bit of close-to-home help.  A year ago, she took the leap of hiring a virtual team to help run her practice.  After a year, she's learned some important lessons that she shares in this episode.  Among them: - Find the right fit - Make tough calls when the fit is wrong - Start small and grow - Allow people to do what they're best at doing - The best assistance finds new ways to help you - Woman up! Resources Mentioned: FlexJobs Hire My Mom Lawyerist.com My Original Job Posting Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Fac

  • JDHD: Practicing Law with ADD and ADHD with Marshall Lichty [LGE 081]

    08/10/2019 Duration: 54min

     While ADD and ADHD affect 4% of the general population, they impact 12% (or more) of lawyers.  Marshall Lichty recently found out he is one of them, and he is on an exploratory mission to learn as much as he can about how lawyers can cope with ADD and ADHD and be successful.  He is bringing a message of hope to lawyers struggling with ADD and ADHD, and shares with Megan on this episode coping mechanisms and tools, and also highlights the superpowers that come with ADD and ADHD. Resources Mentioned: Intro to ADHD for lawyers email series The Small Firm Roadmap ADDitude Mag Guest Info: Marshall's Website Marshall on Twitter   Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me

  • Ethically Savvy Business Travel [LGE 080]

    01/10/2019 Duration: 17min

    Lawyers travel frequently for business, be it conferences or client work or other professional development.  As Megan gets ready to head to the California Lawyers Association annual meeting and the Clio Cloud Conference, she shares some of her tips for remaining ethically compliant while being productive on the road.  Topics include: - Securely using the internet while away from the office - Where to hold client calls (and where not to) - Utilizing downtime to move your practice forward - Making the most of in-person time Resources Mentioned: Clio Cloud Conference California Lawyers Association Annual Meeting Carolyn Elefant's comments on ATILS Sign up for my newsletter here Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share thi

  • Taking Risks and SEO with Tommy Griffith [LGE 079]

    24/09/2019 Duration: 34min

    Lawyers are given a script in law school for how their career is supposed to go.  But what can be achieved if we go off-script, and we build innovative work around the life we want to lead?  Tommy Griffith took some career risks from college through leaving Airbnb where he led the SEO team, and in this episode, he touches on SEO, and talks risk-taking, recovering from failure, and being rewarded for doing things differently.  There are many lessons for solo lawyers! Resources Mentioned: The 4-Hour Work Week by Tim Ferris Failurecamp at Vanderbilt University ClickMinded - Tommy's Online Digital Marketing Course Digital Marketing Strategy Guide SEO Strategy Guide SEO Checklist Tommy's Burning the Boats Blog Post Guest Info: Tommy Griffith - Twitter   Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Po

  • Get the Most Out of Legal Conferences [LGE 078]

    17/09/2019 Duration: 26min

    Wisely chosen, legal conferences can be great opportunities for solo and small firm lawyers.  Megan's top tips for making the most of your time at a conference include: - Have a goal going in - Meet targeted people - Be open to meeting many new people - Visit the vendor hall (even if you hate it) - Go to wellness events - Go out to the social events - Choose sessions carefully (and don't be afraid to leave) - Have fun - Follow up when you get home Resources Mentioned: Clio Con, ABA Techshow, Lawyerist Lab Con Jess Birken's article on Lawyerist Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitte

  • Law Firm Breakups and Operating Agreements with Jonathan Hawkins [LGE 077]

    10/09/2019 Duration: 31min

    Lawyer for lawyers and their firms, Jonathan Hawkins, joins Megan in this episode to talk about the business side of law firms.  Partnerships and other firms should have operating agreements in place, because without them, the inevitable breakup is ugly and messy.  This is a great companion episode to Episode 75 on succession planning with Dylan Hyatt. Please bear with us on the audio in this episode.  Download the transcript here. Guest Info: Jonathan's website Jonathan's email is jhawkins@yourlawfirmgc.com . Be sure to shoot him an email to get a copy of a more in-depth article he wrote on this topic. Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with an

  • Small Firm Roadmap from Lawyerist with Stephanie Everett [LGE076]

    03/09/2019 Duration: 37min

    Lawyerist is a community of forward-thinking lawyers, and its leadership team has written a book to help lawyers build their own small law firm of the future.  In this episode, Megan sits down with co-author Stephanie Everett to talk about the book, why it was written, why change is coming to the legal profession, and how small firm lawyers can use the collective wisdom of Lawyerist to design their own firm that works for them, their clients, and their life. Resources Mentioned: Book discussed in this episode:  The Small Firm Roadmap:  A Survival Guide to the Future of Your Law Practice Lawyerist Website About the Book Guest Info: Stephanie Everett - Email Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a fr

  • Succession Planning for Law Firms with Dylan Hyatt [LGE 075]

    27/08/2019 Duration: 27min

    Estate planning lawyer Dylan Hyatt joins Megan on this episode to talk about how to protect a solo lawyer's biggest professional asset - their firm.  Highlights include: What happens when a lawyer is suddenly incapacitated with no succession plan in place Why we need a succession plan, and it's not only for sudden incapacity or retirement What are the ethics concerns for lawyers without a plan What lawyers can be doing today, even many years from retirement, to plan for their firm Guest Info: Dylan Hyatt - email Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Em

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