The Inner Circle
Where members learn core tech skills & tools for modern law practice
Helping Attorneys Leverage Technology
To successfully use technology, attorneys need to focus on core skills and a few essential tools. The key skills include:
1. Communication — mastering email, phone, chat, video, dictation, and meetings
2.Delegation & Outsourcing — knowing when and how to offload work
3. Process Management — creating and maintaining SOPs
4. Security & Data Protection — keeping client and firm data safe
5. Automation — using tools to streamline repetitive tasks
6. Marketing — especially referral-driven strategies
7. Remote Work — working effectively from anywhere
8. Artificial Intelligence — using AI to amplify your expertise
Each skill is connected to specific tools that are discussed in my Essential Tech Guide.
A Roadmap for Attorneys
Too many attorneys struggle with technology because they don’t have a clear, structured plan. You need a roadmap that’s simple, practical, and actionable–not just a list of broad categories.
The right approach provides a clear path forward, so you know what to focus on and how to make progress.
That’s why I created the Inner Circle. It’s a structured learning group designed for solo and small firm lawyers who want to master core tech skills and tools.
Two Membership Levels:
1. Basic Level — For those getting started or not yet ready to fully commit
- Includes **2 Zoom sessions per month**
2. Advanced (“Co-Pilot”) — For those fully committed to adopting the skills and tools
- Includes 8 Zoom sessions per month
- Access to recordings of all sessions
Most sessions are workshops and Q&A discussions, with some presentations on software, workflows, and practical applications.
What We Cover
All sessions focus on the core skills and the essential tools that support them.
We prioritize:
- Automation, AI, and Marketing (these topics are covered most frequently)
- Delegation, Outsourcing, Security, and Remote Work (covered regularly)
Member-Driven Learning
Topics and speakers are chosen based on member feedback, gathered through live sessions and community discussions. These discussions are searchable, allowing members to continuously build on past insights.
By focusing on real-world implementation, not just theory, we help attorneys achieve meaningful transformation —not just surface-level tech knowledge.
What lawyers say
Members achieve big breakthroughs to improve their practices in meaningful ways.
Typical comments
How to join
- Complete an assessment: the answers you provide will give me a clear picture of your use of technology and immediate goals for improving your law practice.
- Receive personalized recommendations: After receiving your answers, I’ll send a video with specific recommendations for making improvements based on your top goals.
- Schedule a call with me: to finalize the application process and make sure the program is right for you.
When you’re ready…
✅ Click to Apply
Frequently Asked Questions
What is the cost of each level?
- The basic level is currently a yearly subscription of $300.
- The Co-Pilot level is currently a monthly subscription of $179.
What topics will be covered in the Zoom sessions?
These are topics we plan to cover in the 2025 sessions:
- File Organization, Collaborative Workspaces, Note-taking best practices and tools. etc.
- Outsourcing: hiring, managing, and improving delegation with best practices and optimal tools (e.g. Loom)
- Cybersecurity & Data Management: keeping your information safe and private.
- Automation: best tools, best practices, and best opportunities for leveraging
- Artificial Intelligence: best practices, best tools, and best opportunities for using (e.g. note-taking, summarization, research, automated time keeping, drafting, re-writing)
- Telephony Options: virtual answering services, best VOIP phone systems, best ways to connect your telephone systems to other parts of your practice.
- Calendar Efficiency: smart use of automated scheduling and keeping your calendars in sync and working effectively.
- Better Online Meetings: how to appear more professional and authoritative in Zoom meetings
- Online Marketing: websites, social media, email newsletters, and attracting more ideal prospects
- Mobile Lawyering: working easily and efficiently outside the traditional office and on the road.
- Smartphone tips & tricks: productivity tools, and fun things like how to take better pictures and videos.
- Home automation & security: using Amazon Alexa, Siri, and Google devices to control lights and monitor activity in and around your house.
- Keeping up with tech developments: how to stay on top of significant changes (e.g., which sources and tools are best for doing this)
Is this a Facebook group?
No, most certainly NOT.
The platform we use to host the community is called Circle, and is designed for higher level community engagement. Although Facebook groups are widely used, they come with trade-offs, particularly regarding privacy. Facebook’s business model involves collecting and sharing data with advertisers, which I prefer to avoid.
Do I have to take the Assessment first?
Not necessarily but it’s recommended you answer these questions, so I can give you specific recommendations for improving your use of technology.
If you take the assessment and get my recommendations, you’re not committed to joining Inner Circle. If you do decide to join, I’ll strongly encourage you to take the assessment at that point anyway.
What if I'm not ready to join now?
I recommend you take my training course on the 5 Pillars of a Tech-Powered Law Practice. That will help you start improving your use of technology right away (and this course is totally free).
Do you have more questions?
If you want to find out more about Inner Circle, click here to book a free call with Ernie.
Or, if you’re ready to apply now, then👇
