Let’s Talk UPL Exceptions Under ATILS Proposals [LGE 072]

The UPL exceptions proposed by California’s task force seem to be stirring up a lot of anxiety amongst lawyers.  In this episode, Megan breaks down the actual proposals and encourages public comment on each of them.  Allowing more players in the legal services game is not half as scary as reactionary comments on social media[…]

Legal Coaching: Law Firm Service of the Future with Jennifer Gerstenzang [LGE 71]

Legal coaching, or limited scope representation, can address a tremendous need for participants in the justice system to get access to information not otherwise available to them.  In this episode, criminal defense attorney and legal coach Jennifer Gerstenzang talks with Megan about her coaching practice.  Highlights include: – How legal coaching bridges the gap for[…]

Non-Lawyer Ownership: Public Comment to California ATILS [LGE 070]

Non-lawyer ownership of organizations providing legal services is a broad topic encompassing solos sharing their operating accounts with their spouses all the way to publicly traded law firms.  As California considers rule changes that would allow non-lawyer ownership, this episode explores what non-lawyer ownership may look like, common arguments in support of the ban, thoughts[…]

Stop Using Ethics Rules as a Crutch/What’s Really Holding You Back with Jess Birken [LGE069]

So often lawyers are afraid to try something new (or new to them), and they often cite the ethics rules as one of the reasons they cannot do whatever it is.  After reading Seth Godin’s recent blog post Fear of Kohlrabi, Jess Birken and Megan got into a discussion of what really hinders lawyers’ ability[…]

California Leading Change – ATILS Public Comment is Coming [LGE 068]

As California’s Task Force on Access Through Innovation of Legal Services makes its recommendations and the Board of Trustees puts them out for public comment, the country is watching closely.  Every lawyers, member of the public, and consumer of legal services (i.e., everyone) needs to pay attention.  Today’s episode gives an overview of the proposals[…]

Women Building Law Firms of the Future with Erin Gerstenzang [LGE 067]

While we all wait for the ethics rules to change and open up avenues of innovation such as non-lawyer ownership in law firms, there are lawyers grabbing the bull by the horns and changing how they practice despite the confines of the ethics rules.  These lawyers are offering subscription legal services, virtual multi-state practices, concierge[…]

Finding Fulfillment Without Leaving the Office [LGE066]

We talk a lot about lawyer wellness, including getting out of the office and disconnecting from professional life, but we can address wellness issues from inside the office too.  In this episode, we explore ideas for nourishing your professional soul. – Mentor and be mentored (check out Megan’s article in Bar Association of San Francisco’s[…]

Four Seasons Customer Service for Lawyers with John Strohmeyer [LGE 065]

Lawyers are terrible at customer service.  Many bar complaints could be prevented with far better client service.  We have all experienced amazing service at other businesses — five star restaurants or hotels, local businesses that deeply care about the customer, and others.  Today’s guest John Strohmeyer — estate planning and international tax lawyer — shares[…]