The Law Firm Owner Podcast, powered by Velocity Work, is the go-to resource for law firm owners looking to take their business to the next level. Host and founder Melissa Shanahan shares insights and practical advice on how to organize your numbers, grow your team, increase your revenue, and achieve a better work-life balance. Through quarterly strategic planning, accountability, and coaching, Melissa shows listeners how to create sustainable success for both their firms and their personal l ...
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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#281: Future Vision: Align Your Decisions with Future Goals (Part 1)
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Do you ever feel like you're stuck in the day-to-day of your law firm, making decisions that don't align with the future you envision? Whether you want to be a $2 million firm, a $5 million firm, or something more, you must start thinking from your future and making choices that bridge the gap between where you are now and where you want to be. Dis…
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040. Legal Workflow Management and Matter Management Are Not the Same Thing
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Are you familiar with Clio's Kanban-inspired feature, Clio Matter Stages? It’s been around for a while now, but as a Kanban enthusiast, I was eager to check it out at this year's Clio Cloud Conference. While it's certainly a step in the right direction and an interesting tool for Clio users, how does it measure up when it comes to implementing some…
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#280: Client Growth vs. Retention: Taking a Sabbatical from Professional Relationships
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Have you ever experienced an organization grasping tightly onto you as a client at all costs, even if it wasn’t in your best interest to stay? Maybe you’ve done this with your own clients in the name of retention. You probably already know this doesn’t feel good to anyone, and it’s also not the healthiest way to run your business. At Velocity Work,…
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039. Productive With Dollar Signs, with Clarke Ching
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I’m a massive fan of Bottleneck Theory. This is the idea that you can make massive improvements to your legal workflows by finding and focusing on just one part of your overall system: the bottleneck. In this episode, I’m super excited to bring you an interview with The Bottleneck Guy himself, Clarke Ching. Tune in this week to explore where the bo…
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#279: Master Your Time: Prioritizing What Matters in Your Law Firm and Life
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When law firm owners find Melissa, one of the most common problems they face is finding enough time in their calendars for the things that are most important to them personally and professionally. Not only is taking care of your closest relationships a priority, but so is your health and wellbeing, and of course, growing your firm. If balancing it …
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038. Delivering Effective Feedback to Legal Teams
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Have you ever struggled with giving tough feedback to your team members? Do you find yourself resorting to the criticism sandwich approach, hoping to soften the blow by sandwiching negative comments between compliments? Tune in this week to discover why the criticism sandwich doesn’t work. I also discuss the importance of setting clear quality stan…
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#278: Stop Defending Your Limitations: How to Overcome the Excuse Mentality
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Do you ever catch yourself making excuses for your business, whether it’s the way things are run, your team members, or the numbers? Does a bad day, a lack of sleep, an unproductive meeting, or a difficult client sound like a valid reason for why you couldn’t achieve what you said you would? While excuses are a trap many intelligent and high-achiev…
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037. Putting the ‘Flow’ Back into Workflow
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Something I see with my lawyer clients is that they have so many different things on their plate that each piece of work looks like an object, like a static thing that we need to deal with, as opposed to a dynamic part of a bigger process. When you are overloaded, that is totally natural. But this phenomenon points to the importance of seeing work …
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#277: 2 Key Elements You Need to Optimize How You Work
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Is your firm lacking structure and organization when it comes to how work gets done? Are tasks falling through the cracks or are team members working in silos? How do you know that both your team and yourself are following through on the things you said you would do? Join Melissa in this episode as she shares the two key elements that can help brin…
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036. What To Do When I’m the Bottleneck with Melissa Shanahan and Ben Hudson
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Adding capacity to your law practice, whether through hiring new team members, outsourcing work, or using AI to help you with certain tasks does not always add up to overall workflow improvement. This can be really frustrating for law firm owners because you’ve spent time and money on these solutions, only for the work to continue getting stuck in …
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#276: Stop Tolerating Mediocrity in Your Law Firm Team
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Do you ever feel like you're carrying the weight of your law firm's growth on your shoulders alone? As overachievers, it's easy to fall into the trap of trying to make things happen by sheer force of will. But the truth is, to achieve your ambitious goals, you need a team that can rise to the challenge. Tune in this week as Melissa shares why law f…
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035. Two Heads Are Better: How Coworking Sessions Can Improve Law Firm Efficiency
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Have you ever felt like certain tasks in your law practice are taking longer than they should? What if I told you that sometimes the key to efficiency is slowing down and working together? This is where a concept from the software development world called "paired programming" can help you create better outcomes in your legal practice. Tune in this …
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#275: Optimize Your Conversion Rate: Make the Most of Your Leads
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Do you feel like you should be generating more revenue from the leads your marketing efforts are currently bringing in? If you're pouring money into marketing but seeing minimal results, this episode is for you. As a law firm owner, conversion rates are a critical metric to track and understand if you want to get the most out of your marketing spen…
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034. Short-Term Efficiency Can Hurt Long-Term Goals
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One common anti-pattern I run into in working with lawyers and law practices is people who are constantly looking for little efficiencies to try to improve particular parts of their practice or their legal workflow. But sometimes, finding those short-term efficiencies, even if they work in the short term, can actually cut against the long-term prod…
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#274: Get Under the Hood of Your Business: Law Firm Financial Reporting
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While finance management can feel intimidating, the great news is that consistent financial reporting isn’t rocket science. There’s just a little organization to get squared away upfront, which will make you the most empowered, responsible business owner you can be. If you need a clear plan for creating a consistent financial reporting system, this…
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033. Connecting with Your Clients’ "Why"
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As professionals, it's easy to jump to conclusions about what clients need based on our experience and the patterns we see emerging. But in making these assumptions, are we missing a critical opportunity to truly connect with them by not taking the time to understand their individual motivations and worries? Tune in this week as I explore why givin…
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#273: Get Off the Bike and In the Car to Drive Law Firm Growth
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Are you pedaling furiously on the bike of your law firm, working harder and harder but not getting very far? Making the transition from "bike" to "car" means leveraging the tools, systems, and people around you to accelerate your progress and create momentum, rather than grinding away and doing everything yourself. While it can feel scary to let go…
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032. Organize Your Law Practice for Business Success with Michael Clarke
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As law practice owners, we can gain valuable insights by looking outside of the legal industry. Today, I'm excited to bring you an interview with Michael Clarke. Michael is the co-owner of the financial advisory firm Protection Point Advisors and co-author of the book A Firm Worth Building: Running a Better Professional Business. Tune in this week …
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#272: Little M Mentoring: Accelerate Your Team’s Growth
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As a law firm owner, you have the opportunity to be a mentor for the people on your team. But what does effective mentoring actually look like in practice? This week, Melissa outlines the best kind of mentoring you can offer your team, what it means to get them on the same page and take on what matters most to you, and how this can drastically shap…
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031. Tech Improvement Should Be Step 3. Don’t Skip Steps 1 & 2.
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Are you a struggling solo attorney trying to get more clients in the door? Before you turn to an expensive technology solution, it's important to take a step back and fully understand the nature of the problem you're trying to solve in your law practice. I'm all for utilizing tech, but it's dangerous to imbue technology with too many magical proper…
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#271: The Benefits of Setting Personal Goals as a Team
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When you are mentally, physically, and emotionally strong, it lends itself to success in all areas of your life. Setting personal goals alongside your business goals is a powerful way to show up as your best self. But too often, Melissa sees law firm owners and their teams neglecting their personal development in the pursuit of professional achieve…
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030. From Solo to CEO: Lessons in Building a People-First Law Firm with Justie Nicol
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Do you feel like you're stuck on the hamster wheel of your law practice, constantly working on being more productive as an individual, but never getting ahead? It's time to explore how shifting your mindset from individual excellence to team excellence can help you break free and build a thriving, sustainable firm. Tune in this week to discover cri…
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#270: The Characteristics of Greatness: Insights from a Legendary Coach
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What does it take to cultivate the mindset of a champion who realizes their biggest dreams? As a law firm owner, it's easy to get caught up in the day-to-day grind and lose sight of the bigger vision. If you feel disconnected from your purpose, you’re in luck because on this episode, Melissa shares key takeaways from an inspiring talk by Bob Bowman…
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Engaging your team around process improvement is a vital part of successfully implementing changes in the way you work in your law practice. When everyone is on the same page, working toward the same goals while you empower each member of your team to demonstrate leadership in their field of expertise, process improvement becomes an easier proposit…
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#269: A Simple Billing Tweak for Boosting Your Firm's Cash Flow with Eileen Kendall
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Billing monthly is the norm for most law firm owners, and it's probably working just fine for you and your clients, so why would you do it differently? This is what Eileen Kendall from Kendall Law believed… until she realized that a simple billing switch could change the game for her firm’s cash flow. Eileen Kendall is back this week to share how b…
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028. 3 Signs Your Law Practice Is Over Capacity
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Are you struggling to keep up with your law practice workload, like there's never enough time to get everything done? You may be operating at or over your practice's ideal effective capacity, meaning just one or two small tasks added to your team's workload could potentially grind everything to a halt. In this episode, you'll discover the three key…
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#268: The Psychology of Getting It Done with Eileen Kendall
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By the end of May, Eileen Kendall was essentially running her firm alone. With her associate out sick and no paralegal support, this was her breaking point. She was close to shutting the doors to her firm when she decided it was time to make some big changes to get her house in order. Eileen has been a private client of Melissa’s for a couple of ye…
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027. The Advantages of a First-In, First-Out Policy
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A common piece of conventional wisdom around how law firms prioritize their work is that they should organize everything around deadlines and due dates. While deadline-driven prioritization does have a place, it's my experience that there's a better technique that law firms should be adopting as their default prioritization method: first-in first-o…
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#267: Raising a Glass to Progress: Updates and Celebrations with Giselle Urbina
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Welcome to a special episode as Melissa celebrates five years of The Law Firm Owner Podcast! There are a handful of other things Melissa is celebrating right alongside the fifth anniversary of the podcast, and she’s using this opportunity to introduce you to Velocity Work’s COO, Giselle Urbina, and highlight everything that’s been going on behind t…
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Why is the concept of "start with what you do now" crucial for creating meaningful and durable change in your law practice? This principle helps you understand your current processes and the people involved in them, recognizing why you are where you are, so you can make more informed decisions about how to move forward. Tune in this week for a dive…
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#266: Structure vs Flexibility: Your Approach Matters
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There are two approaches to running a law firm and the first one is structured. Discipline and focus are highly valued with this style, and there’s often intensity present too. The second approach is one that’s softer, more flexible and adaptive. Both sound great, but is there a time and place for one over the other? Which foot are you leading with…
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025. Following Your Law Firm Strategic Plan with Melissa Shanahan
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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#265: How Your Business Can Fund Your Dreams
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As a law firm owner, you’ve taken huge risks and put in blood, sweat, and tears to lift your firm off the ground. You’ve considered how to run your firm in a way that feels healthy and aligned, and you’re ensuring your clients and team are served at the highest level possible. But have you ever stopped to put a number on what success means to you? …
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024. Sticking with Change When Change Gets Hard
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Visualizing your work on a Kanban Board can be a life-changing improvement to your and your team's overall productivity. But adopting the board as a tool and the Kanban method more broadly can be a little uncomfortable at first, especially when you see all of your to-dos laid out in one place. So, how do you stick with change, like using a Kanban B…
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What is your people cost? Do you know what should be included in and excluded from your people cost? And how can getting into the nitty-gritty from a numbers perspective help you run your firm more smoothly and even create happier employees and clients? If you feel like you’re just surviving as a law firm owner right now and want to understand the …
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The lawyer shortage is a complex issue with multiple factors at play, but the impacts are becoming apparent everywhere, from the public defender crisis to the civil access to justice gap, to the fierce competition for hiring and retaining mid-career associates. But what are the roots of this lawyer shortage? Tune in this week to discover what I bel…
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#263: Hiring: The Smartest Way to Build Your Team
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Are you aware of the return on investment you’re getting from your hires? Does it feel like you have to watch your pennies when it comes to taking an owner’s draw or rewarding your team? How might you be hiring blindly, and how is it affecting the health of both your business and your team? If you’re embarking on your team-building journey with hun…
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022. How to Write Effective Law Firm Policies
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I've spoken before about the importance of making policies explicit. But what does it mean to draft an effective policy in your law firm? Tune in this week to discover what I believe are the elements that comprise a good policy, and learn how to get your team on board in implementing your policies. I share a template for writing effective policies …
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#262: Don’t Get Scammed: Numbers Are Your Roadmap, Not Coaching
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There’s a recurring theme Melissa has noticed in her consult calls with law firm owners. They’re willing to pay thousands on coaching programs without understanding the health of their business, and if this is you, Melissa is here this week to show you why you have no business paying that much when you don’t know what’s going on under the hood of y…
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021. You Can't Scale Your Way Out of a Sustainability Problem
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One of the features of modern business is that there's tons of pressure to grow, scale, and do more with less. Lawyers and their teams aren't exempt from this expectation. It makes sense to leverage our resources and our impact. However, growth for the sake of growth isn't necessarily the healthiest approach for your business, or for the people in …
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#261: The Power of Prioritizing: How to Move the Needle on Important Things
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It’s human nature to fixate on day-to-day tasks—whether that’s in your firm, your personal life, or elsewhere. Maybe you’re overwhelmed by the prospect of achieving something greater for your practice or you think that anything outside of those menial tasks requires too much time and energy. Well, consider this your wake up call. If you’re ready to…
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020. The “Really Check:” Fostering Accountability with Jess Birken & Meghan Heitkamp
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In past episodes, I’ve talked in detail about individual practices and how the Kanban method has upleveled them, and today’s show provides living proof. That’s because I’m talking with two clients of mine, Jess Birkin and Megan Heitkamp, of the Birkin Law Office, about the start of their practice and how they’ve transformed their business with syst…
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#260: How to Elevate Your Law Firm’s Online Presence with Matt Burke
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Melissa’s guest this week is someone who has won over not only the Velocity Work community, but the law firm owner sphere as a whole. If your firm’s digital marketing process is something that leaves you overwhelmed and confused, you have no idea what your marketing company is doing for you, or you want to better understand how to get higher-qualit…
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019. Fit for Purpose: Designing Legal Services To Meet Client Needs
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Have you ever put a ton of time and attention into a piece of legal work only to realize that it's not quite hitting the mark for your client? Or maybe you've delivered a technically flawless document, but your client’s just sort of “meh” about the whole thing, like they just don't seem to be satisfied? Tune in this week to discover how the Fit for…
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#259: From Maxed Out to Manageable: How to Reconnect with What's Most Important
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If you’re like most law firm owners, you run hot all the time. Your calendar is full of obligations, weekends are far from relaxing, and it’s causing you pain. The reality is, as important as all these things feel, not everything can be a top priority. So where do you draw the line? It can be incredibly defeating to feel like you can’t get your hea…
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018. Understanding "Jobs To Be Done" to Unlock Hidden Client Needs
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Most lawyers think of their intake form as something that they need to send to the client so they can get the information they need to actually do the legal work their client requires. But what if we shifted the perspective and instead asked the question, "What is the job that my client is hiring my intake form to do?" Tune in this week to gain a d…
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#258: Navigating Peaks: Staying Sharp and Avoiding Sabotage at Every Level
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Do you know where your business falls on the S-curve right now? The S-Curve illustrates the growth of a small business from initial slow growth, to expansion, to a plateau as the market saturates. This means that after a phase of hyper-growth, you will most likely experience a tapering off, and this period is full of opportunities you can take to e…
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017. How Minimum Viable Products Can Improve Efficiency AND Quality
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As you work to meet the high standards you set for yourself, it can become impossible to get tasks all the way through to done. However, in today's episode, I'm bringing you a framework that will help counterbalance your natural tendency to overbuild in the early stages of developing a process or product, so you can ultimately land on a higher-qual…
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#257: The Awesome 80%: Celebrating Good Enough
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In a world that tells you there’s one right way to do things and perfection is virtuous, you’re not alone if you feel resistance to the idea that 80% is enough. The Awesome 80% is the foundation to Melissa’s work across all of her programs, and she’s here today to show you the power of celebrating good enough. Tune in to learn about the importance …
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016. Aligning Your Firm's People and Systems with Tim Lennon
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You've heard me talk about the individual practices and concepts from the Kanban method, but today's episode is an exciting opportunity for you to learn from one of my teachers in this world of Agile, Kanban, and Lean: Tim Lennon. Tim shares his experiences using and teaching the core practices of the Kanban method (like making work visible, limiti…
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