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Starting a Law Firm in My 20s - Part 4: Carlie's Tech Stack
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In this episode of Gavel Gab, Carlie shares her journey as a family lawyer and entrepreneur, highlighting the tech tools that have influenced her law practice during the crucial first two years. She discusses the importance of selecting the right financial tools, including choosing First Citizens Bank for her business account, and how she strategically funded her firm.
Carlie details her tech stack with software like QuickBooks for financial management and the transition to Clio for enhanced billing and client tracking. She also explores her switch to secure case management options, the role of automation with Zapier, and the importance of adapting technology for client communication and marketing. Through personal anecdotes and lessons learned, Carlie aims to provide valuable insights for fellow lawyers and entrepreneurs looking to establish an efficient, tech-savvy business.
HIGHLIGHTS:
8:50 Money Management Tools
13:52 Website Development Insights
15:34 CRM and Client Management
19:36 Automation Tools and Challenges
23:38 Case Management Transition
25:56 Clio and Legal Software Choices
29:58 Social Media and Marketing Tools
sponsors:
giveaway:
Pink Diamond Hat and The Prenup Girl’s Guide
To enter:
- follow @gavelgabpodcast on Instagram
- subscribe to the Youtube Channel @CarlieSpencerGavelGab
- comment on the episode on Apple or Spotify
connect with Carlie & Gavel Gab:
Gavel Gab Website | Strive Law Firm | Prenup Girl on TT | Gavel Gab on TT
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