What if your case management system could also handle billing and payments seamlessly?
In this episode, James Betzold, CEO of Prim.Law shares how firms can simplify client payments, automate trust accounting, and eliminate confusing processing fees with built-in tools.
Confido and Prima's partnership
How do law firms really decide what partners get paid?
Partner compensation is one of the most important and controversial topics in the legal industry. The way firms structure pay doesn’t just impact income; it shapes firm culture, collaboration, and long-term profitability.
In this episode of Financially Legal, Emery Wager sits down with Hugh Simons (former BCG consultant, law firm CEO, and prolific writer on law firm economics) to unpack:
The major compensation models (lockstep, points-based, and eat-what-you-kill)
Why open vs. closed pay systems matter more than you think
How incentives drive collaboration, culture, and firm growth
Where partner compensation is headed in the next decade
Whether you’re a managing partner, CFO, or simply curious how partner pay really works, this episode pulls back the curtain on a system that defines the legal industry.
Checks are slow, risky, and outdated. So why are so many law firms still using them? In this episode, Emery Wager sits down with Jayne Reardon to explore how law firms can transition to digital disbursements while staying compliant with the Rules of Professional Conduct. We break down the ethical considerations, share a practical checklist for moving to electronic payments, and explain why modernizing your payment processes is not just smart, but the right thing to do for your clients.
To learn more about digital disbursements, visit confidolegal.com or check out our article in the link below.
What really happens when a client calls their bank and says they didn’t get the legal services they paid for?
In our upcoming episode, Emery Wager sits down with Amos Chapman, and the duo dives deep into one of the most misunderstood and often frustrating financial challenges law firms face: chargebacks.
Check out some of Confido Legal’s resources below:
- Chargeback Checklist
- What Happens if a Law Firm Refunds a Credit Card Payment with a Check?
How should law firms handle tax debt?
There are ways to avoid common tax pitfalls, make taxes less stressful, and even pay pennies on the dollar to resolve tax debt.
In this episode of Financially Legal, host Emery Wager sits down with Stephen Weisberg of the W Tax Group to discuss tax debt resolution.
How much time do you spend tracking your hours?
What if you could increase your profitability, reduce stress, and provide better client service—all without billing another minute?
The hourly billing model isn’t the only way to run a successful law firm.
In this episode of Financially Legal, host Emery Wager sits down with Brita Long to explore the mindset shift required to transition to flat fee legal services.
How much time are you wasting on repetitive tasks? What if you could significantly cut those hours, increasing your firm’s profitability? AI isn’t just a buzzword now—it’s a tool transforming the economics of running a law firm.
In this Financially Legal episode, host Emery Wager sits down with Tim Sawyer and Patrick Maddigan of Faster Outcomes to discuss AI's role in modern law firms and how firms can leverage technology to impact profitability.
In this Financially Legal episode, host Emery Wager sits down with Lem Garcia, founder of Lem Garcia Law, to explore how he grew his firm from humble beginnings to serving over 1,000 clients with a 20-person team. Lem shares his journey starting with Craigslist furniture and a modest office space to becoming a blueprint for aspiring law firm owners.
In this Financially Legal episode, host Emery Wager talks with Matt Darner, founder of Collbox, to uncover practical strategies for law firms to master cash flow and collections. With years of experience helping businesses recover millions in outstanding invoices, Matt offers a unique perspective on the intersection of accounts receivable management and legal practice operations.
This episode explores the common challenges law firms face with payment delays, the importance of setting clear expectations with clients, and actionable steps to reduce lockup time. From refining billing practices to leveraging technology, Matt shares insights to help firms improve their financial health and focus on what matters most: delivering exceptional legal services.
In this Financially Legal episode, host Emery Wager interviews Evan Meyerson, Managing Director of Burford Capital, to explore the rapidly evolving world of legal finance. Evan brings a unique blend of legal and venture capital experience, which gives him insight into how litigation funding can transform legal claims into strategic assets for law firms and clients alike.
This episode dives into different funding models, from single-case to portfolio financing, each designed to support firms with varying needs.
In this Financially Legal episode, host Emery Wager sits down with John Grant, founder of Agile Attorney Consulting, and Elise Buie, founder and managing attorney of Elise Buie Family Law, to discuss how law firms can successfully design and implement flat fee legal services. Both John and Elise bring a wealth of experience and unique perspectives to the table—John from his background in technology and Lean principles, and Elise from her journey of founding a family law firm focused on flexibility, collaboration, and client-centered services.
Embracing flat fees means adopting a different way of thinking. It’s not just about changing how you charge; it’s about reimagining how you deliver legal services in a way that benefits both your firm and your clients. Flat fee services, while beneficial for clients by offering cost predictability, shift the burden of unpredictability to the firm. This episode explores how firms can manage these challenges, align their teams, and implement systems that ensure flat fee services, to use John Grant's words, are profitable sustainable and scalable.
In this Financially Legal episode, host Emery Wager interviewed Gary Allen, who recently retired from a multi-decade legal career. Gary’s extensive experience includes building a million-dollar practice in environmental and land use law at Givens Pursley and co-founding LeanLaw to help other firms operationalize the best practices he learned the hard way.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.
In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting the right software, whether to use all-in-one systems vs. pulling together best-in-class systems, the future of AI in legal case management software, and the dangers associated with breakfast burritos and falling asleep at your desk.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.
In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients.
To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and how it can revolutionize their financial management.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case management solution. For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform. Learn more and watch here.
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter. Learn more and watch here.
In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on features and Microsoft 365 applications, Matter365 is one of the most comprehensive solutions on the market today.
For more information and resources on choosing the right case management system for your firm, visit our legal case management center.
