Financially Legal is a twice-monthly podcast with accompanying articles on the financial aspects of the business of law. Host, Dan Lear, talks with law firm leaders, academics, business professionals and thought leaders to provide compelling and provocative insights at the intersection of finance, economics, and law.

Confido Legal Release Notes - May 2024


Confido Legal on law.com Legaltech news


Confido Legal Release Notes - April 2024


PART II How to Build and Scale Standard Operating Procedures Using Your Case Management Software


Episode 54: Legal Case Management Series – An Interview With Jared Correia, CEO of Red Cave Consulting


Confido Legal Release Notes - March 2024


How to Identify What's Important to You in Case Management or CRM Software for your Law Firm


Confido Legal Release Notes - February 2024


How to Build and Scale Standard Operating Procedures (SOPs) Using Your Case Management Software


How to Transform Client Communication with Your Case Management Software


Confido Legal Release Notes - January 2024 Part II


How To Get Buy In For A Legal Case Management Software Transition


How to Prepare for a Legal Case Management Software Demo


The Release Notes - January 2024


Episode 53: Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu


From DIY to a Complete Legal Case Management Solution


How Much Should You Pay for Legal Case Management Software?


Gravity Legal Becomes Confido Legal


Episode 52: Legal Case Management Series - An Interview with Dorothy Radke of SimpleLaw


The Release Notes - October 31st, 2023


The Release Notes - October 2023


Legal Tech Developers: Harness the Power of Payments Using GraphQL


Episode 51: Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks


Episode 50: Legal Case Management Series - An Interview with Brett Spooner of Clever Case


KYC, Anti-Money Laundering and Underwriting, or Why I Have to Submit So Much Info to Open a Payment Processing Account


Episode 49: Legal Case Management Series - An Interview with Harsimran Singh of Lawcus


Episode 48: Legal Case Management Series - An Interview with Dov Slansky of Litify


Episode 47: Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365


Episode 46: Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLaw


Confido Legal Talks Accounts Receivable for Law Firms on CPA Academy


Confido Legal and QuickBooks Team Up to Streamline Payment Processing for Law Firms


Testing Out Confido Legal and ChatGPT


Introducing Confido Legal's "Fast Transfers"


ABA Techshow 2023 Highlights


Embedded Subscription Payments Live in Fidu


Announcing the Confido Legal Litify Integration


The Power of Measuring Your Law Firm’s Return on Investment (ROI)


The Dangers of Accepting Wire Transfers at Your Law Firm


Should a Law Firm Hire a Collections Agency?


The Law Firm Third-Party Client Finance Decoder


Buy Now, Pay Later for Legal: What, Why, and How


Database of Collections Agencies for Law Firms


Episode 45. What does it take to get a collections rate of 95% and how does that intersect with diversity, transparency, and compensation? An interview with Jim Meadows from Culhane Meadows


Episode 44. How do creativity and analytics blend to grow a contingency law firm? An interview with Lynn Bradley from The Potts Law Firm


The State-by-State Guide to Client Financing


Join Legendary 'No B.S.' Business Leader Dan Kennedy for an Exclusive Interview


Episode 43. How does your firm limit write downs and write offs? An interview with Kevin Krese from Buckingham, Doolittle & Burroughs


Episode 42. What’s your firm’s “collections calendar?” An interview with Scott Shaffer from Winterfeldt IP Group


How Immigration Law Firms Automate Payment Plans with QuickBooks


Compliant Surcharging: Credit? Yes. Debit? Not so fast.


The State-by-State Guide to Auto-Billing Stored Payment Methods


The Legal Ethics of Trust-less Retainers


The Collections Optimizer


Trust Accounting in Confido Legal


Do You Write Checks...to Yourself?


Security on Gravity Legal


Episode 41. Can offshore virtual staffing help you grow and scale your law firm? An interview with Brett Trembly from Get Staffed Up and Trembly Law Firm


Episode 40. What's a CRM? And what can a law firm do with it? Announcing the Confido Legal/Lawmatics Integration with Matt Spiegel, CEO of Lawmatics


Episode 39. Why do lawyers struggle to get paid for the work that they do? Julie Steinbacher from Steinbacher, Goodall & Yurchak and The Million Dollar Solution


Financing for Law Firms Now Available Through Confido Legal


QuickBooks for Lawyers and Law Firms


Retainers Without the Trust Account - Payments on File for Law Firms


Episode 38. What are the roles of financial metrics and your physical workplace in the seven essential parts of a law firm? Interview #4 of 4 with RJon Robins


How to Dispute a Chargeback for Law Firms


Episode 37. What is the role of profit in your law firm? An interview with Brooke Lively from Cathedral Capital


Episode 36. What are the roles of people and production in the seven essential parts of a law firm? Interview #3 of 4 with RJon Robins


Episode 35. What is the role of marketing and sales in the seven essential parts of a law firm? Interview #2 of 4 with RJon Robins


Episode 34. What is the role of the law firm owner as one of the seven essential parts of a law firm? Interview #1 of 4 with RJon Robins


Confido Legal - Now Available in the Reynen Court Solution Store


Episode 33. How can you test and deploy new technology inexpensively and securely at your small law firm? An interview with Christian Lang from Reynen Court


Can Bankruptcy Lawyers Accept Credit Cards?


Beyond Credit Cards: 3 Quick Tips to Optimize Payments at Your Law Firm


Episode 32. How can you get started with financial management at your law firm? An interview with Chelsea Williams from Core Solutions Group, Inc


Confido Legal at BEDLAM


Confido Legal featured on myLawCLE


Confido's Dan Lear writing for ABA Law Practice Today: Three Payments Hacks To Improve Your Firm’s Profit Margin Today


Understanding Financial Statements for Law Firms


Sample Collections Workflow


Confido Legal Guide to the Best Lawyer Communities


Dan on Facebook Live with LegalEase Marketing


The Complete Guide to Payment Processing for Law Firms


Confido Legal White Paper On Shifting Credit Card Fees


Profits Per Partner...Really?


Two Dans talk Legal Technology on the LawLytics Podcast


Episode 31. BONUS EPISODE: Does sales make you uncomfortable? A 'friendscast' episode with Jaimee Hall


Episode 30: What can a law professor and his student teach you about law practice? Tyson Mutrux and Jim Hacking - Lawyer Community Miniseries - Episode #4


Episode 29: Are lawyers entrepreneurs? An interview with Stephanie Everett from Lawyerist - Lawyer Community Miniseries - Episode #3


Law Practice in Six Words - Announcing our Integration with Matter365


Dan Lear Talks Subscription Legal on Five Star Counsel Podcast


Episode 28: Has this community of lawyers solved what's wrong with social media? An interview with Keith Lee and Jeremy Richter from LawyerSmack - Lawyer Community Miniseries - Episode #2


How Tiered Processing Pricing Rips Lawyers Off


Three Ways Payment Processors Rip Lawyers Off


Episode 27: Is the key to unlocking law firm economic success between your ears? An interview with Allison Williams from Law Firm Mentor - Lawyer Community Miniseries - Episode #1


Episode 26: Should you shift credit card fees to your clients?


Shifting Credit Card Processing Fees: What Law Firms Need To Know


Best Practices for Law Firms Shifting Card Fees


The Many Flavors of Credit Card Fee Shifting


Dan Lear Featured on Allison Williams' Crushing Chaos Podcast


Virtual Event - Work Less, Earn More - How to Make 2021 Your Law Firm's Best Year Yet


Episode 25: Is delegation just a fancy word for "giving permission?" An interview with Lindsey Corbin from delegate.legal


Webinar Replay: Zapier 101 for Law Firms


Episode 24: What is Zapier and what can you do with it? Host Dan Lear discusses how Zapier can extend the power of the web


Automating Legal Payments Workflows Using Zapier


Confido Legal Database of Legal Zapier Integrations


How the heck do I use Zapier?


The Dos and Don'ts of Paid Consultations for Attorneys - Webinar Resources


Can you bill clients for initial consultations?


Announcing our Integration with Zapier


Episode 23: Can you build a law practice representing criminal defendants and abuse survivors? An interview with Judie Saunders


Confido Legal featured on Smith.ai - Should you charge for initial consultations?


Episode 22: Should you build your own law practice management system? Host Dan Lear explores the frontier of law firms building custom tech


Building Your Own Practice Management System (from ABA GPSolo Magazine)


Episode 21: SPECIAL EPISODE: What's the legal liability in this GameStop situation? And who, if anyone, is to blame? An interview with Jake Walker from Block and Leviton


Webinar Recording: Building a Scalable Practice with Subscriptions


Why law firms should consider integrated ACH


Episode 20: How do you build a “cloud-based” law firm? An interview with Tim Parlatore and Elana Bertram of Parlatore Law Group


How to Protect Your Law Firm from Chargebacks


Webinar: Building a Scalable, Healthy Practice with Subscriptions


Why and How You Should Get Paid Electronically (from ABA GPSolo Magazine)


Episode 19: Should you have a law firm CFO? An interview with Kenna Valentine from the e2e


Confido Legal's Dan Lear on Law Firm Autopilot with Ernie 'the Attorney' Svenson


Virtual Learning: Credit Card Fees for Law Firms


The Confido Legal Subscription Legal Services White Paper


Can lawyers accept Apple Pay?


Tools for your subscription legal services offering (Part 5)


Episode 18: How do you get started with a subscription legal services offering? An interview with Allen Rodriguez of One400


How to launch your subscription legal services offering (Part 4)


Litigation from the Client's Perspective - An Interview with Dan Price


Legal-ize QuickBooks with Confido Legal and LeanLaw


Episode 17: How do clients decide to hire a law firm? And how can decision science help you in your practice? An interview with Nika Kabiri of Kabiri Consulting.


The ethics of subscription legal services (Part 3)


Litigation from the Client's Perspective - Event with Dan Price


The “why” of subscription legal services (Part 2)


Episode 16: Could you be an outsourced general counsel? An interview with Beth Lebowitz from Auxana and Nimbus Legal


Confido Legal Presents at the ABA Dispute Resolution Tech Expo


What are subscription legal services? (Part 1)


Webinar: What's your law practice worth?


Episode 15: Can you do that with your law practice? An interview with Megan Zavieh of Zavieh Law and Lawyers Gone Ethical


Episode 14: How do you sell a law practice? An interview with Tom Lenfestey from the Law Practice Exchange


What's your law practice worth?


Episode 13.5: How do clients wish you talked about money? A mini-podcast with Confido Legal’s own Emery Wager


How should lawyers think about money? The experts weigh in


Lawyers Putting Clients On Payment Plans


Episode 13: Is there an ideal size for a law firm? And what, if anything, does that have to do with the online legal gig economy? An interview with Greg Garman from LAWCLERK


From the Client's Perspective: How I Wish My Lawyer Would Talk about Money


Episode 12: How do you talk to clients about money? Eight mini-interviews with lawyers across the country about a crucial law practice conversation.


Unconventional Tools for Unconventional Times


Episode 11: Can you build a sustainable values-based law firm and offer services to clients at an affordable rate? An interview with Jacqueline Horani from Legally Unconventional


Credit Card Processing for Law Firms


How to Boost Your Collection Rate


Incubating The Future


In Support of Civil Rights


Episode 10: What is the role of civil rights attorneys in the fight to rectify civil injustice? An interview with Geri Green and Cynthia Chandler


Dan Talks Law Firm Finances, Company Culture and More with Mark Homer of GNGF


Confido Legal's Dan Lear and Emery Wager Featured on Martindale-Avvo's Legal Tech Event


Episode 9: A legal “plan?” What does that even mean? And why would you sell one to contractors? An interview with Seth Bloom from Levelset


Episode 8: Can you balance work and life? Should you even try? Is there anyone out there who can help you? An interview with Erin Giglia from Montage Legal Group


Simple Strategies To Cashflow Success For Your Law Firm (even during COVID)


Is Your Firm Ready for Re-entry?


Episode 7: How do you “show up” for your clients? And what does a premium subscription have to do with that? An interview with Kim Bennett from K. Bennett Law


The Most Important Things Lawyers Can Do in the Wake of COVID-19


Two Ways Law Firms Can Reduce the Cost of Accepting Credit Cards


Episode 6: An episode about accounting? Really? An interview with Chelsea Williams from Core Solutions Group, Inc.


4 Steps to Effective A/R Management


Episode 5: Can you sell legal services by subscription? Should you? An interview with Jon Tobin from Counsel for Creators


Episode 4: Can one small company change the world? Can one small law firm? An interview with Dan Price


Three Things I Learned from the HTM Coronavirus Growth Symposium and Why You Should Attend


Confido Legal's Dan Lear Featured on the Clio Daily Matters Podcast


Episode 3: Why do trust accounts even exist? And why should we care?


Five Ways to Shore Up Your Law Firm's Finances Now


State Rules on Charging Clients a Fee for Paying With Credit Cards


Covid 19 Financial Resources for Firms and Their Clients


Episode 2: The Agile Attorney


Episode 1: Intro to Financially Legal


Oklahoma is Latest State Looking to Allow Credit Card Surcharges


The Real Cost of Accounts Receivable


Understanding Credit Card Processing Fees for Law Firms


Can Law Firms Charge Clients for Credit Card Fees in Oklahoma?


Can Law Firms Charge Clients for Credit Card Fees in West Virginia?


Can Law Firms Charge Clients for Credit Card Fees in Tennessee?


Can Law Firms Charge Clients for Credit Card Fees in North Dakota?


Can Law Firms Charge Clients for Credit Card Fees in Nebraska?


Can Law Firms Charge Clients for Credit Card Fees in Montana?


Can Law Firms Charge Clients for Credit Card Fees in Missouri?


Can Law Firms Charge Clients for Credit Card Fees in Mississippi?


Can Law Firms Charge Clients for Credit Card Fees in Minnesota?


Can Law Firms Charge Clients for Credit Card Fees in Michigan?


Can Law Firms Charge Clients for Credit Card Fees in Maine?


Can Law Firms Charge Clients for Credit Card Fees in Louisiana?


Can Law Firms Charge Clients for Credit Card Fees in Kentucky?


Can Law Firms Charge Clients for Credit Card Fees in Kansas?


Can Law Firms Charge Clients for Credit Card Fees in Iowa?


Can Law Firms Charge Clients for Credit Card Fees in Indiana?


Can Law Firms Charge Clients for Credit Card Fees in Delaware?


Can Law Firms Charge Clients for Credit Card Fees in Arkansas?


Can Law Firms Charge Clients for Credit Card Fees in Alaska?


Can Law Firms Charge Clients for Credit Card Fees in Alabama?


Can Law Firms Charge Clients for Credit Card Fees in Wyoming?


Can Law Firms Charge Clients for Credit Card Fees in Wisconsin?


Can Law Firms Charge Clients for Credit Card Fees in Vermont?


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