This episode is a deep dive into the law practice of solo attorney Brandon Siegal, a seasoned Canadian tax specialist who is comfortable using technology but struggles with delegation.

The discussion was informed by answers he provided in taking my comprehensive Law Practice Assessment.

We talked about software tools he uses, such as Clio, RingCentral, Microsoft Bookings, Email efficiency tools, ChatGPT, and Zapier. And by the way, he doesn’t necessarily love everything he’s using, and you’ll find out why.

So listen and gain insights that will help you improve your practice as well.

In this episode, you will hear:

  • Brandon’s Years of Practice and Solo Transition
  • Dependency on Sanebox for Email Management
  • Text Expansion for Efficient Chat Conversations
  • Coding and Automation Tools for Efficiency

Resources from this Episode

– Clio

– Microsoft Bookings

– Slack

– Trello

– Evernote

– Microsoft One Note

– Zapier

– ChatGPT

– Claude.ai

– Make.com (formerly Integrate)

– Faster Suite

– Grammarly

– WordRake

– BriefCatch

– TextBlaze

– Adobe Acrobat

– Clearbrief.ai

– Dragon Dictation

– AudioPen –

– TextExpander

– Sanebox

– Obsidian

– Markdown

– prior episode with Mike Schmitz on Obsidian

– Otter.ai

– SweetProcess

– ScribeHow

– If This Then That (IFTTT)

– Fiverr

– Upwork

– Instapaper

– Video Speed (Chrome/Edge plugin)

– Chrometa

– FasterTime

– ManicTime

– Quickbooks

– Never Split The Difference, book by Chris Voxx

– YouTube interview with Yuval Noah Harari

– Ross Guberman

– Bryan Garner

– My Inner Circle

Show Notes
  • Check out my Law Practice Assessment if you want to improve your practice. (answer a few questions and then get specific recommendations for improvement in 5 key areas).
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EPISODE CREDITS:
If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at EmeraldCity
P.S. If you're a practicing lawyer, check out this Law Practice Assessment . After answering a few questions, you'll get detailed recommendations for improving five key areas of your practice.