Podcast host Dan Cuneo is joined by Matt Homann, founder and CEO of Filament, to discuss how organizations can rethink their approach to company retreats and meetings so that they are more purposeful and productive. Mr. Homann discusses his company’s guiding principles regarding retreat facilitation and...

Podcast hosts Dan Cuneo and Sarah Ruttan Bates discuss ways law firms can effectively utilize A.I. and automation to drive efficiencies and increase revenues. Topics covered include how automation can simplify the client intake process, the benefits of templatizing legal documents, ways to automize client communication,...

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Ed Herman, Managing Partner of Brown and Crouppen, for the conclusion of their three-part conversation. In this episode, Mr. Herman discusses how to cultivate client relationships even when it means turning down their case. Mr....

Podcast hosts Dan Cuneo and Sarah Ruttan Bates are joined by Whittney Dunn, Senior Risk Manager at The Bar Plan, to discuss how attorneys can better communicate with their clients. Poor client communication is one of the most frequent bar complaints year after year. Ms. Dunn...