Do you have numerous cases close to being completed but, because they are no longer urgent, they sit among the rest of your work and make you feel overwhelmed by all there is to do? Many firms overlook addressing this common issue as an opportunity to reduce the total amount of work in their system.I’ll provide insights on how to reduce the work in progress to also reduce the stress and anxiety that come with feeling overwhelmed by a heavy workload. I’ll discuss things that may be consuming a significant amount of capacity without directly contributing to productivity, and explain how reducing those things will help the higher-value work flow ... (Keep reading)

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Ep #5: Close the Closable: Finding Balance in Your Caseload

There is a wealth of tools out there designed to streamline your workflow, easy to pick up and capable of adapting in countless ways as you master them. A personal favorite of mine is the Kanban board. I've been championing it for years, often introducing it to folks for the first time. Today, Kanban boards have gained widespread popularity, with numerous software options available to create your own.In this week's episode, we're going back to Kanban basics, offering insights perfect for both newbies and seasoned users. I'll highlight two key types of Kanban boards that could revolutionize your law practice. Plus, I'll pass on some hands-on advice that I've shared ... (Keep reading)

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Ep #4: Kanban Board Essentials for Lawyers

Are you hitting roadblocks in your legal delivery systems because of stubborn bottlenecks that disrupt the flow of work? It feels like every new solution out there promises smoother operations, yet often, they just end up shifting the problem elsewhere.In today’s episode, I’m going to guide you through the most effective strategies for getting work to move seamlessly through your system again. We’ll take a close look at the bottleneck areas in your law practice and discuss why making improvements in the wrong areas doesn’t really cut it.Join me as we explore how to identify those bottlenecks in your law firm and address them effectively. I’ll share some practical tools ... (Keep reading)

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Ep #3: Finding and Fixing Bottlenecks to Drive Law Practice Efficiency

​​I sat down with Chad Main of legal technology company Percipient for his Technically Legal Podcast. Chad was a great interviewer because he uses Agile practices in his own work, and he got me to break down some of the basics of Agile and Kanban for lawyers who may be new to the concepts. We give a high-level overview of Agile overall, and then dive into the core practices of the Kanban method, including:Making work visible with kanban boards; The value of a daily standup meeting (and other tools for effective team communication); The importance of WIP Limits (work in process limits); andWhy lawyers should ​invest more of their efforts on ... (Keep reading)

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Technically Legal Podcast: Using Agile to Streamline Legal Workflows

If you're feeling overwhelmed or overburdened in your law practice, it may be a sign that you're operating beyond your current capacity. Capacity is a multifaceted concept, encompassing time, energy, skill, knowledge, and more. This week, I focus on having an honest reckoning with capacity, focusing on the relationship between capacity, priority and overwhelm.Often, when discussing capacity, the emphasis is on expansion or addition. While this isn't inherently incorrect, it can be a challenging starting point. To effectively scale the capacity of your business or firm, it's crucial to first understand your existing capacity. In this episode, I provide tools to help you get back within a comfortable capacity and ... (Keep reading)

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Ep #2: The Honest Reckoning with Capacity

Do you ever feel discouraged or overwhelmed by the amount of unfinished work in your law practice? Are you ever juggling so many balls that you’re worried something is going to drop and you may not notice when it does? If so, you’re in the right place. The Agile Attorney podcast is being revived, and each week, I’ll be offering ideas, practices, and principles to help professionals like you infuse Agility into their legal practices.Over the past decade, I have helped lawyers and legal teams harness the tools of modern entrepreneurship to build practices that are profitable, scalable, and sustainable for themselves and their communities. It all starts with becoming ... (Keep reading)

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Ep #1: Four Agile Principles to Help Your Legal Practice

​Anyone who has been around the Access to Justice space for more than a few months has likely run into one or more efforts to help people with criminal records expungement. And with good reason — even a decades-old criminal conviction on a person's record can create substantial barriers to finding housing, employment, and a range of other services and privileges.Here in Oregon, we're fortunate that a host of factors has combined to make records expungement easier than ever. I won't get the order of events quite right, but they include:Then-new lawyer Michael Zhang (himself a software coder) combined forces with Code for PDX's Jordan Whitte, Kent Shikama, and a ... (Keep reading)

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A Cautionary Success Story

A few weeks ago I had a great interview with Mountain Goat Software's Brian Milner for his Agile Mentors Podcast, and I'm happy to announce that our episode is live. Most of the podcast interviews I do are from folks who are catering to lawyers and the legal operations crowd, so it was a fun change to talk with someone who is primarily focused on Agile in the technology space. Brian was especially interested in why I think Kanban is a better solution than Scrum for most situations in the legal space, especially as a tool for reducing overwhelm in an overburdened law practice.A few other points we cover:How a kanban ... (Keep reading)

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The Agile Mentors Podcast

Several months ago a legaltech friend asked me to read through their in-progress e-book on the role of generative artificial intelligence in in-house legal workflows. The first several chapters were a useful background on AI and its potential uses for general counsels and their teams, but I physically recoiled when I got to the first sentence of the chapter on "How to Implement AI." "Because generative AI is such a revolutionary technology, implementing it correctly requires special considerations and a new approach."  I highlighted the sentence in the Google Doc and at-mentioned the author with a one-word comment, "Why?" This led to a substantial re-write of that and several other ... (Keep reading)

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Generative AI and the Value of the Process

A couple of months ago I had a fanboy moment. Jonathan Stark is someone I’ve been listening to (and reading) for nearly a decade. He’s the prolific host of the Ditching Hourly and Business of Authority podcasts, author of the excellent book Hourly Billing is Nuts, and a proponent of sending daily emails to your list. (Those of you who have followed me for awhile know that I tried and failed at the daily email thing). In any event, Jonathan reached out to ME with an invitation to chat on his Ditching Hourly podcast, so of course I said yes. And it was not a bash session on the billable hour. Jonathan and I more or less agreed that there ... (Keep reading)

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Ditching Hourly Podcast