125: Case Study - Attorney Pete Clancy

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Law Firm Autopilot

Business


After doing commercial litigation in an Oakland law firm, Pete Clancy and his wife started their own personal injury law firm. Pete is a member of the San Francisco Trial Lawyers Association where he strives to help fellow lawyers learn to improve their practices in various ways, including the strategic use of technology. In this episode, Pete and Ernie discuss the challenges of running a small firm and the opportunities for using technology to improve the operations and marketing of small firms. Episode Notes Clancy & Diaz law firm Sanebox Zapier Process St. X.ai Esquiretek Rocket Fuel, by Gino Wickman Remember...whenever you’re ready to start making your practice easier to manage, you can download the Solo & Small Firm Lawyers’ Guide to Working Smarter (and start taking concrete action steps to make your practice more automated, more virtual —and less dependent on you doing all the work and making all the decisions). Oh, and if you want ongoing guidance with improving your practice check out the Co-Pilot Mastermind program. Thanks to Our Sponsors Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. Get an extra $100 discount with promo code ERNIE100. Sign up for a free trial now (and learn more) at www.smith.ai. SweetProcess helps you streamline your practice by creating documented systems. Get an extended 28-day free trial (no credit card required) by using this link today. ———————— 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 Pro