The Florida Bar's LegalFuel Podcast

Many attorneys have now been working fully virtual for years. During the pandemic most firms experimented with different levels of remote or hybrid work models. For some it worked well, and they continued, but other firms chose to return to the office. While supporters of remote work point to increased flexibility, autonomy, and efficiency, critics worry about the loss of mentorship opportunities and the potential impact on productivity and quality.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Marelize Dingman, of Florida Appeals, to discuss the key to running a successful law firm without a...

Succession planning is vital for any law firm, but it's about more than just retirement. It ensures business continuity through the expected transitions and the unexpected ones like incapacity, death, or disaster. For solo and small firms, it is critical to uninterrupted client service, while also maximizing firm value.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Tom Lenfestey, of The Law Practice Exchange, to discuss succession planning. 

In his role as the Founder & CEO of The Law Practice Exchange, Tom’s goal is to guide lawyers through the next chapter of their...

The use of generative artificial intelligence by lawyers has shown enormous potential for efficiency, quality, and improved client service, but it also requires the careful consideration of ethics, data security, and an understanding of the degree of human supervision needed. Agentic AI is now emerging and could further transform the business of law.

In today’s episode host Christine Bilbrey and Jamie Moore welcomes Tom Martin, of LawDroid, to discuss the impact of Agentic AI on the business of law and the future of law practice. 

Tom Martin is a Generative AI expert who serves as...

Handling sensitive client data and funds has always come with some risk, but now with cyber threats on the rise, attorneys need to be even more proactive in protecting their practice and clients. Maybe you have already considered getting cyber insurance but don’t know what you need to look for in a policy? In addition to covering the costs associated with data breaches and ransomware, having cyber insurance protects your firm and clients and can even improve the delivery of legal services by offering attorneys some peace of mind.

In today’s episode host Christine Bilbrey welc...

Trust accounting is one of the biggest compliance challenges for attorneys, and mistakes can lead to serious consequences—including disciplinary action. But what if there was a way to simplify the process, ensure compliance with Florida Bar Rules, and give attorneys peace of mind? Today, we’re exploring Nota trust accounting solution, a free Florida Bar member benefit designed specifically to help lawyers stay compliant with Florida Bar Trust Accounting Rules.

In today’s episode host Jamie Moore welcomes Tim Jakubowski, Attorney Banking Consultant and Assistant Vice President at Nota, and Christina Potter Bayern and Mike Bayern, attorn...

Practicing law is stressful, but lawyers and judges who are involved in cases where the parties have experienced trauma may find themselves deeply affected by the individual’s trauma and can even experience post-traumatic effects themselves. Just as a victim experiences trauma in a way that can leave long-term post-traumatic effects, their lawyer’s ability to provide competent legal assistance can also be affected. The cumulative effect of this secondary trauma experience on lawyers or judges over time is known as vicarious trauma.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Libby Clark a...

As we step into 2025, technology continues to reshape how law firms operate and serve their clients. From advanced case management systems to cutting-edge artificial intelligence, which innovations will be essential for boosting efficiency and enhancing client interactions?

In today’s episode host Jamie Moore welcomes Paul Unger, of Affinity Consulting, to explore the top tech tools transforming legal practices. He’ll share actionable insights on integrating these advancements into your firm, helping you improve operations and deliver exceptional client service.

Paul Unger is the founding partner of Affinity Consulting and holds a degree in Political Scie...

Running a law practice involves more than just handling cases—it comes with a unique set of challenges, from growing your client base to finding reliable advice on complex issues and streamlining daily operations. Every solo and small firm attorney has faced these hurdles. Today, we’re diving into resources designed to assist members with these challenges. From the Florida Bar’s Practice Resource Center, the Lawyer Referral Service, Lawyers Advising Lawyers, to the Career Center and more, we’ll explore tools that can help you deliver exceptional legal services while making practice management easier and more efficient. 

In toda...

In the rapidly evolving world of technology, few innovations have sparked as much curiosity—and controversy—as generative AI. Imagine a tool that can pass the bar exam, draft legal briefs, and redefine the very process of legal writing. But as we look to the future of AI in law, we're faced with profound questions: Can a machine truly understand the law? What happens to concepts like authorship, ethics, and attorney-client privilege in a world where AI is a co-author?

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Dr. Kirsten Davis, Professor of Law at Ste...

Professionalism, ethics, and courtroom presence are vital tools for every attorney striving to deliver exceptional service and build a strong reputation. Today, we’ll explore how these qualities can elevate an attorney's practice, enhancing credibility with judges, clients, and colleagues. Organizations like the American Inns of Court play a key role in promoting these standards, helping attorneys navigate the challenges of a demanding profession while upholding the values of integrity and civility. 

In today’s episode host Jamie Moore welcomes Judge Ross Bilbrey, to share insights on courtroom decorum, oral argument tips, and the value of the Flori...

Every day, lawyers work diligently to solve their clients’ legal issues, but finding the right information in the most efficient manner can be a challenge. Enter vLex Fastcase, an innovative tool built to change the way legal work gets done. From AI-driven insights to seamless integration into daily workflows, this platform offers new ways for lawyers to work faster and smarter, and ultimately enhance the delivery of client services. Today, we’ll explore how this game-changing resource can assist attorneys and how Florida Bar members can benefit from it at no additional cost.

In today’s episode hosts...

The legal profession is known for its intensity and constant pressure. But what happens when personal challenges and mental health struggles start to affect those who uphold the law? Today, we’re diving into the often-overlooked mental health challenges faced by attorneys, judges, and courtroom staff, exploring how these issues impact professional conduct and what steps can be taken to find balance, support, and resilience in a demanding career.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Judge Alicia Latimore, circuit court judge in the Ninth Judicial Circuit in Florida to discuss strategies for bala...

Not every client interaction or legal matter goes as expected. Billing disagreements, unmet expectations, and misunderstandings can quickly escalate, leaving attorneys vulnerable to disciplinary action. Fortunately, mediation provides an alternative—a confidential, informal approach to resolving disputes before they escalate. Through The Florida Bar’s free mediation program, attorneys and clients can engage with a neutral mediator to find common ground, saving time, expense, and stress compared to formal proceedings. Today, we'll explore how this program helps attorneys navigate conflict, protect their practice, and reach resolutions that work for everyone involved.

In today’s episode host Jamie Moore...

While most attorney-client relationships end without disputes over fees, disagreements can sometimes develop. These disputes often result from misunderstandings or communication breakdowns and can occasionally lead to a bar complaint. Fee issues can occur between attorneys and clients or even between attorneys involved in the same case. Although these disputes can be resolved through the courts, alternative solutions are available. The Florida Bar offers a fee arbitration program, which functions like a mini trial. In this program, an arbitrator makes a final and binding decision after reviewing evidence and hearing testimony. This arbitration process is free, voluntary, and can...

Many lawyers struggle with the pressures of practicing law and the impact it has on their mental health and work performance. Finding some satisfaction in your work and even a sense of purpose can go a long way in alleviating the misery that you may be feeling. While you may still not love practicing law, you can learn to adjust your view to see the value that your work brings to your clients or to the community.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Stuart Teicher, to discuss his book, “How to Stop Hati...

As an attorney, you rely on your staff, but HR issues with your staff can catch you off guard and when not handled properly, these issues can completely disrupt the successful delivery of service to your clients. Human Resource management is essential for every business, but in a small firm, the HR department is most likely just you. And like any business, firms must comply with federal and state labor laws on overtime, maternity leave, discrimination, etc. Unless you are a labor and employment law attorney, you may not be aware of all the requirements and best practices. This...

While the legal field has historically been hesitant to adopt new technology, AI is now slowly sweeping into law firms. Integrating AI programs can dramatically boost a firm’s efficiency and reduce costs by assisting with many tasks including legal research, document drafting and review, and even automated client communication. There is a clear upside to implementing AI, but legal professionals must also be aware of the risks and ethical concerns that come with its use.

In today's episode, hosts Christine Bilbrey and Jamie Moore welcome Damien Riehl, to discuss best practices for utilizing AI in the la...

The ABA 2023 Tech Survey highlights that 56% of respondents regularly utilize fee-based online services for legal research, with an additional 21% using them occasionally. Surprisingly, 12% never utilize these resources. Despite the abundance of technological options available for legal research, many lawyers still hold a preference for hard copy books. Research suggests that modern screens and e-readers struggle to replicate the tactile experiences of reading on paper, hindering the natural navigation of lengthy texts. For lawyers, books offer a tangible resource for easy browsing, annotation, and cross-referencing that online research might not offer. 

In today’s episode hosts Christine Bilbrey and...

The Rules Regulating The Florida Bar detail the required procedures and the professional conduct of our members. They are designed to protect the public and maintain ethical standards within the legal field. So often when the Bar receives a complaint, it’s due to a lack of understanding or awareness of the rules by the attorney. Here at the Practice Resource Center, we actively try to assist our members with guidance and resources so that they have the tools and knowledge to be compliant with the Rules.

In today’s podcast, Christine Bilbrey, Director of the Practice Reso...

Lawyers often invest in technology but may not utilize it effectively, leading to a missed return on investment. Strategic spending on impactful technology is crucial when you are a solo or small firm on a budget.

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Catherine Sanders Reach, to discuss cost-effective technology tools and services you may already have at your disposal.

Catherine Sanders Reach provides practice technology and management assistance to lawyers and legal professionals. Formerly, she was Director of Law Practice Management and Technology for the Chicago Bar Association and the Di...

Back in the day, law firms either relied on their reputations and referrals from former clients or they paid for billboards and phone book ads. If you are a solo or small firm practitioner, you likely don’t have a lot of time or a huge marketing budget to compete with larger firms to attract new clients, but a simple, well-crafted digital marketing strategy can be all that you need for maintaining a steady flow of client activity.

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Rob Saravia and Jeff Hazen, to discuss practical marketing...

Microsoft 365 is a must for many legal professionals who rely on its wide range of time saving and regularly enhanced tools. There are also specifically designed features within the software to streamline your daily legal workflow that you may not be aware of. Now artificial intelligence has been integrated across Microsoft 365. It’s called Copilot and it is poised to become your new digital assistant inside of all the Microsoft applications that you are already using. Smart lawyers should take note and ask how Copilot can instantly and fundamentally change how you get work done in your firm. 

I...

Beginning in March of 2020, the pandemic transformed every aspect of our lives. For most of us who had reported to an office every day, this meant a very sudden shift to remote only work. Law firms had to quickly adapt to stay connected to the courts, colleagues, and their clients. We are now more than three years out and while some firms found that remote work was seamless and chose to continue it, other firms have gone to a hybrid model or banned remote work completely. According to a recent ABA report, 89% of lawyers in private practice are allowed...

A recent Bar News article stated that: “Trust account maintenance and compliance is critically important. Lawyers who agree to hold money in trust have an ethical obligation to account for every penny as long as the funds remain in their possession. Commingling of funds, poor ledger management, and even basic accounting errors can result in client complaints, audits, and disciplinary action that could lead to suspension or disbarment. And while most attorneys diligently comply with Rules Regulating Trust Accounts (Chapter 5), trust accounting violations have ranked among the top three most common disciplinary complaints over the past three years and is...

Chatbots and AI platforms have the potential to revolutionize the way law firms operate, bringing numerous benefits to both legal professionals and their clients. These technologies can streamline administrative tasks, enhance research capabilities, and provide quick and accurate responses to routine legal inquiries. By automating repetitive and time-consuming processes, chatbots can free up lawyers' time, allowing them to focus on more complex and strategic aspects of their work. However, it's crucial for legal professionals to be mindful of the ethical concerns surrounding the use of chatbots and AI in the legal field.

In today’s episode, hosts Ch...

Fostering a thriving law firm culture not only ensures the growth of a successful legal practice but also nurtures a positive and uplifting company environment. Although the legal industry has long held assumptions about the inevitability of a highly competitive, burnout-inducing culture, it is vital to challenge these norms. By doing so, law firms empower their employees, clients, and overall business to thrive. When employees feel valued and appreciated, they are naturally more motivated and invested in their work, culminating in increased productivity and success for the entire business. Ultimately, investing in a strong law firm culture becomes a...

Traditionally, the workweek spans from Monday to Friday, but have you ever questioned the rationale behind this norm and whether it is optimal? Amongst growing anxiety and stress levels worldwide, some companies are envisioning a different approach to work by embracing a 4-day workweek. Not only can a shorter workweek benefit employees’ mental health, but it can also enhance productivity. Research indicates that a reduced workload can lead to lower stress levels and greater job satisfaction, as well as offer more opportunities for leisure outside of work.

In today’s episode, hosts Christine Bilbrey and Karla Eckardt welc...

The legal profession has been grappling with the issue of lawyer well-being for a while now. Unfortunately, too many lawyers are still experiencing chronic stress and burnout resulting in high rates of substance abuse and depression. It is essential to acknowledge the importance of lawyer well-being and take actionable steps towards it. Healthy and happy lawyers provide better legal services to their clients, which improves their satisfaction and trust in the legal system.

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Bree Buchanan, Senior Advisor at Krill Strategies, to discuss well-being strategies for lawyers.

The client intake process goes far beyond simply having a potential client complete a few forms. It encompasses everything from attracting new clients during the first interaction with your firm to ultimately signing engagement letters. For small firms and solo attorneys, this process can be incredibly time-consuming and typically does not generate any billable hours. However, by implementing efficient processes and utilizing the right tools, the client intake process can be streamlined, enabling your practice to run more smoothly while also leaving a positive first impression on clients.

In today’s episode, hosts Karla Eckardt and Jamie Moore...

A landmark ABA study revealed that 12.5% of lawyers have Attention-Deficit/Hyperactivity Disorder or ADHD, compared to only 4.5% of the general population. Individuals diagnosed with ADHD often struggle with sustained focus, organization, procrastination, and completing tasks on time. Most lawyers are under a fair amount of stress, which can exacerbate their ADHD symptoms. This can have a profound effect on professional performance, personal relationships, and overall emotional well-being. For attorneys struggling to manage their ADHD symptoms, there are effective strategies that can be used to regain focus. 

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Casey D...

Regardless of practice area, attorneys handle and store a volume of confidential information that can make them attractive targets for hackers. Small firms can be particularly at risk because they are less likely to employ fulltime IT staff. Cybersecurity can feel like an overwhelming topic, but there are actionable steps that a small firm can implement to build data protection and prevent security breaches.

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome technology experts, Sharon Nelson and John Simek, of Sensei Enterprises, Inc., to discuss cybersecurity dangers and legal technology software. Sensei Enterprises, Inc. is...

Making the most of your time is probably at the top of your list if you’re running a solo or small law firm. When you’re managing both the business side of your firm while also practicing law, your to-do list may quickly become overwhelming. Reducing repetitive tasks and streamlining your processes can be made easier with legal technology. That’s why choosing the right technology for your needs can be one of the most important decisions you will make.
 
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome legal technolog...

Many attorneys rely heavily on their nonlawyer staff to assist with the extensive workload that comes along with running a practice.  It is very easy to begin to lean on competent and experienced staff members to handle significant components of cases, but it is critical that attorneys have a clear understanding of the Bar Rules that address the appropriate roles of nonlawyers.
 
In today’s episode host Jamie Moore welcomes back Florida Bar Ethics Counsel, Jonathan Grabb, to discuss guidelines for the roles of nonlawyers and the attorneys that supervise them. The Florida Bar...

Have you ever considered starting your own law practice? It’s an appealing question – imagine being your own boss, setting your own schedule, and only accepting cases that you are excited about. There are certainly a lot of pros to starting your own practice, but for every pro, there are also several cons to consider.

In today’s episode, host Jamie Moore welcomes Cristina Alonso of Alonso Appeals to discuss what it’s like to start and manage your own law practice.

Cristina Alonso of Alonso Appeals is Board Certifie...

We all know that the practice of law can be extremely stressful, and unfortunately, lawyers have consistently experienced higher rates of depression and substance abuse. Because of this, The Florida Bar’s Mental Health & Wellness of Florida Lawyers Committee continues to strive to bring awareness to the resources available to Bar members. One of the resources, Florida Lawyers Assistance, Inc., or FLA, provides confidential assistance through assessments, referrals, education, and support groups. 

In today’s episode, hosts Christine Bilbrey and Jamie Moore, welcome Dan McDermott and Carol Parks, of Flori...

Most of us at one time or another might have heard the saying, “great minds think alike.” Perhaps our colleagues have said it when collectively the same decision is made, or an exceptional idea is brainstormed in a group. But do great minds think alike, or do great minds think differently?

In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Haley Moss, author of Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals. We discuss how having a better understanding of neurodivergence can help lawyers foster positive relationships with t...

The Florida Bar’s Lawyer Referral Service was created in 1972 to bridge the gap for individuals in need of legal services by referral method with licensed attorneys. The Lawyer Referral Service serves an important purpose in providing clients with an unprejudiced referral to a licensed attorney who has the experience and knowledge in the area of law suitable to the client’s legal needs. 

In today’s episode host Jamie Moore welcomes Christine Bilbrey, to discuss how attorneys can become a member of the Bar’s Lawyer Referral Service to serve Floridians and grow thei...

Remote and hybrid work arrangements are not new concepts for law firm managers, however the pandemic resulted in more firms acknowledging that remote and hybrid models do work and are worth investing in long-term.  According to a recent American Lawyer survey, “80% of firms have completed, or are currently developing, formal assessments of roles and individual workers to see if they were eligible for full remote work in perpetuity—beyond the pandemic.”

In today’s episode host Karla Eckardt welcomes Garima Goswami and Andreas Becker, of Lawyaw, a Clio company, to discuss their eBook on managing remote an...

Back in the 1960s, doctors were not yet aware that physical exercise could improve cardiovascular health. Flash forward to today and scientists are proving that with the right mental training, we can change the structure of our brains resulting in improved memory, strengthened focus, better decision making, and even reduced stress and anxiety.

Many of these studies have been conducted on groups of people who work in what are identified as “High-Demand” professions including soldiers and athletes. We know that the practice of law easily falls into this high-demand designation, so today we have brought in an expe...

The Florida Bar’s Practice Resource Center gets a lot of questions about trust accounting and technology, but one of the most popular topics members contact us about is Continuing Legal Education (CLE). They want to know how to find our free CLEs, or they are having trouble posting credits, or they are confused about the CLE requirements. New attorneys have questions about the Basic Skills Course Requirements (BSCR) and more experienced attorneys are looking for courses to maintain their Board Certification status. So, to help us bring clarity to all things CLE, we have brought in the expert.