Intake

EP 122 – Best of August

The Legal Mastermind Podcast presents the Best of August. A collection of clips and the best segments from the past month. Join hosts Ryan Klein and Chase Williams in looking back at August and the incredible guests that appeared on the show.

Featuring Rob Hadden, Sabrina Shaheen Cronin, Jason Parr, Luke Russell, and Curtis Boyd; the Legal Mastermind Podcast’s Best of August brings you the knowledge, insight, and good times from last month’s episodes.

On This Episode, We Discuss…

  • The Importance of Needing a Mentor
  • Where Data Lives
  • Pinpointing the Negative Reviews
  • Insight on Law with an Influence of Social Media
  • The Difference Between State and Local Tax

EP 120 – Jason Parr – Expanding Your Practice to Cover State and Local Tax

Jason Parr is the President and CEO of Peisner Johnson. Parr has been with the Texas-based state and local tax firm for 25 years. He focuses on Sales Tax Return Services (STRS), Nexus Studies, Taxability Research, Due Diligence, Audit Support, and Tax Recovery.

Visit Peisner Johnson’s website here: https://peisnerjohnson.com/

On This Episode, We Discuss…

  • How to Determine What is Taxable
  • Figuring out the Liabilities vs. the Non-Liabilities
  • The Importance of State and Local Tax
  • How Should Companies Handle State Tax Compliance
  • Eligible Refunds that Might be Due Post Acquisition

EP 118 – Curtis Boyd – The Balance of Negative vs. Positive Reviews

Curtis Boyd is the founder of Objection Co, an online review protection and fraud detection software company. Objection helps law firms all over the country deal with fake reviews from competitors, untruthful customers, and bots. They also help law firms identify competitors purchasing fake positive reviews too.

Curtis Boyd is an entrepreneur, going from nursing school to being a nurse tech, to now running a growing SaaS company.

On This Episode, We Discuss…

  • The Balance of Negative vs. Positive Reviews
  • How Some Bad Reviews Can Be Positive for Your Firm
  • Methods on Removing Negative Reviews
  • The Importance of Reading Your Firm’s Reviews

EP 117 – Luke Russell – How to Capture the Human Element in Advertising

Luke Russell founded Russell Media in 2009 after working in web development since 2006. Russell Media was created out of a desire to fill real marketing needs. Not to be another company trying to make a buck. Russell Media uses Mass Tort Advertising for their clients and offers many effective ways to advertise. Check out Russell Media here: https://russellmedia.us/

Luke Russell recently started the Lawful Good Podcast, a show about lawyers and the trials they face inside and outside the courtroom. Find Lawful Good on all platforms and here: https://lawfulgoodpodcast.com/

On This Episode, We Discuss…

  • Attention to Detail on a Firm Brand of Self
  • Using Facebook Ads for Mass Torts
  • How to Capture the Human Element in Ads & Podcasts

EP 110 – Sachin Bakhai – Top KPIs Every Law Firm Should Be Tracking

Sachin Bakhai is the Founder and CEO of LawKPIs, a company that assists in helping law firms grow, be more profitable, increase billable utilization, and focus on their best-fit clients. Visit LawKPIs here: https://www.lawkpis.com/

On This Episode, We Discuss…

  • Top KPIs Every Law Firm Should be Tracking
  • Best Practices
  • Helping Law Firms in Need of Advanced and Custom Reporting Solutions.

EP 108 – Lisa Gonzalez – What The Heck is EOS?

Running your business on EOS can change your life. Lisa implemented EOS and experienced the benefits for her business and now is a full-time EOS implementer. Before becoming a Professional EOS Implementer, Lisa was a business lawyer, specializing in employment defense law. Two decades ago, she joined her family’s business, a remodeling company. The company expanded across multiple states. She now spends her time helping other businesses implement EOS.

On This Episode, We Discuss…

  • The Importance of EOS in the Law Industry
  • How EOS can Impact a Law Firm
  • What to Expect from the Future of EOS

EP 104 – Ammon Collins – Using SMS Text Messaging To Communicate with New Leads and Clients

Ammon Collins is the Co-Founder and CEO of INCA Co. Ammon started his entrepreneurial journey after his car broke down one day. Ammon called several auto shops during business hours looking for a quote that day. After 3 missed calls, the 4th auto shop was the only one to answer and ended up receiving his business. After this experience, he realized that missed calls were a problem for small businesses so he came up with a solution.

On This Episode, We Discuss …

• Laws Around TCPA (Telecommunications Protection Act)
• How INCA’s System Works
• Analytics of the System and Response Rates
• Communication Expectations Following Initial Interaction

EP 55 – Keith Newstrom – The Ins and Outs of Increasing Your Leads and Number of Signed Cases

Keith Newstrom has over a decade of experience in the legal marketing industry and is currently the Business Development Manager at Intake Conversion Experts (ICE). ICE has assisted over 200 Law firms and has retained over 40,000 cases.

On This Episode, We Discuss…

  • Buying Leads and Why Directories Are Still Relevant
  • Recommendations from Keith on Best Tools for Finding the Best Cases
  • Importance of Intake Process in Converting Leads

Ep 1: Gary Falkowitz – The Importance of Setting Up The Correct Intake Process at Your Firm

Gary Falkowitz, Founder and CEO of Intake Conversion Experts, has spent the past 10 years helping thousands of law firms build and refine their intake process.In this podcast, you will learn:
– The importance of setting up an intake process
– Best practices for responding to and qualifying leads
– The most effective ways to follow up on leads
– How an intake directly effects signing up new cases