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The Shift

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The Shift: Go from “I’ll Deal With my Numbers Later” to “I Can’t Fix What I Can't See” industry challenges practice management productivity Nov 02, 2026

A lot of lawyers tell us, “I’m not a numbers person…that’s why I became a lawyer and not an accountant.”

Numbers feel like someone else’s job: the bookkeeper’s or the accountant’s.

Looking closely c...

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Featured Article: What If You Treated Rest and Recovery As an Investment in Your Law Firm? creative rest practice management productivity Oct 14, 2026

A good personal trainer will tell you it’s important to build rest days into your workout regimen. You know that without recovery time, you won’t see the results you’re seeking. But ask most firm owne...

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Featured Article: Why Creativity Is a Leadership Skill, Not a Hobby creative rest practice management productivity Oct 14, 2026

When lawyers describe their creative pursuits, whether it’s painting, gardening, playing an instrument or cooking, they almost always use the language of escape. “It’s my break from work.” “It’s time ...

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Make The Shift: Follow The Money practice management productivity Oct 07, 2026

When revenue feels tight, it's tempting to look at the whole practice at once. That's usually too much to see clearly, so try something smaller instead.

Pick one service or matter type you handle reg...

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The Shift: Go from thinking “I Need More Revenue” to recognizing “I Need a Firm Designed for Profit” industry challenges practice management productivity Oct 01, 2026

We had a great session with one of our coaching clients last week, and she told us something we hear often: I took on some cases I didn’t want this week. I knew I should have turned them down, but how...

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Make the Shift: Improve One Delegation Handoff delegation practice management process improvement productivity Jun 08, 2026

In this month's edition of The Shift, we explored the idea that delegation often fails not because of the person doing the work, but because the work wasn't set up to succeed.

That's an important ins...

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The Shift: Go from "Delegation doesn't work" to "My team does the work even better than I could" delegation practice management process improvement productivity Jun 01, 2026

Most lawyers have stories about delegation going wrong. Think about all the times work came back to you incomplete or not quite right, and you had to redo it. Or the times when you spent so many valua...

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E250: ClioCon 2025 - How AI Is Redefining the Future of Legal Work (Part 2) ai future of law industry challenges practice management Dec 10, 2025

Last month, I gave you a summary of Jack Newton’s vision for the practice of law and Clio itself on our E249: How AI Is Redifining the Future of Legal Work. If Newton painted the near future, Richard ...

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E249: ClioCon 2025 - How AI Is Redefining the Future of Legal Work (Part 1) ai industry challenges practice management Nov 05, 2025

The 2025 Clio Conference in Boston made one thing abundantly clear: we’re standing on the threshold of a new era in legal practice. You’re probably thinking, “sure, I’ve heard that before,” and you’re...

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