It’s been over two years since I published my article Can Attorneys Ethically Record Conversations With Clients Using AI. At that time, no states had addressed the issue. But last week, the New York State Bar Association (NYSBA) weighed in with Formal Opinion 2025-6, which permits use of AI recording tools subject to rather obvious…
Law Firm Marketing & Management
The fundamental shift in thought leadership that attorneys and legal industry execs can’t ignore
There’s a new audience reading the thought leadership produced by attorneys and legal industry executives. The sooner they realize that and plan accordingly, the sooner they can take advantage of the opportunities this new audience offers.
Attorneys and legal industry executives write their thought leadership for human readers.
Makes perfect sense, right?
Even with search…
How AI in Legal Document Review Brings Stability to High-Volume Evidence Workflows
A medical record of nearly two hundred pages reached the attorney’s desk during the early intake stage of the matter. It came in multiple formats—scanned sheets, handwritten notes, imaging summaries, and several incomplete pages merged without any index or sequence. The document was technically complete but difficult to review. Nothing guided the attorney from one…
Where Your Legal Publishing Lives Matters More in the Age of AI
I’ve been noodling on something of late. Arising out of what AI is bringing to legal publishing and discussions on LinkedIIn.
For the last twenty years lawyers and law firms have looked to their own sites, blogs or websites, as the sites giving them visibility and name. I think that’s changing.
For AI systems like…
Beyond Compliance: How Strategic Tax Planning Drives Competitive Advantage
Tax planning has quietly shifted from a back-office compliance task to a front-line driver of business strategy. Today, it is shaping how organizations free up capital, strengthen tax reporting, and fund innovation to stay resilient in an increasingly volatile global economy.
For CPA firms, this evolution opens up a new mandate. Compliance work will be…
Where Legal Publishing Lives Matters Now
Lawyers and law firms publish constantly—blogs, alerts, insights, white papers, newsletters.
What’s changing with AI isn’t whether lawyers publish.
It’s how that publishing is found, trusted, and used.
Not just by open LLMs—but inside legal research platforms, where AI is increasingly helping interpret primary law.
Where legal writing lives now matters.
Publishing that exists only…
How to Reduce Cognitive Overload in Lawyers
Mental health is a known problem in the legal profession
It can’t be talked about enough: legal professionals suffer disproportionally from mental health issues.
A recent study from Bloomberg Law found that lawyers reported feeling burned out in their work 42% of the time. Two key factors were that 49% were unable to disconnect from…
Reset Your Firm and Your Wellbeing: How Better Leadership Supports Mental Health in Law Firms
Better leadership is no longer just a business advantage in law firms. It has become a mental health strategy.
As the legal profession faces increasing pressure, tighter margins and higher expectations, the wellbeing of law firm owners and their teams is being tested. Long hours, emotional client work and constant responsibility have made mental health…
Charlie Gaudet: Escape the Founder Trap and Scale Your Firm
In this episode, Steve Fretzin and Charlie Gaudet discuss:
- Moving beyond hard work toward sustainable growth
- Escaping the founder-centered business model
- Outperforming talent using systems
- Protecting time as the highest-leverage asset
Key Takeaways:
- Hard work eventually becomes a liability when it replaces strategy, systems, and recovery. Sustainable growth requires designing the business so it
…
AI Courses that Defined 2025 (5 Days of CLE)
Artificial intelligence became impossible to ignore. From landmark regulatory frameworks to ethical reckonings about the future of legal practice itself, AI dominated conversations in every corner of the profession: attorneys who once viewed AI as a distant disruption found themselves navigating a reality where understanding these tools and their implications is essential to competent practice.…