Successful Barrister

Did you know your marketing & intake team can kill your best leads without anybody noticing? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal the top marketing & intake reports every law firm needs to track. Hear why lead volume alone can be misleading, why you should track outcomes as a law firm, how to think about marketing & intake together, what can cause good leads to stall out, and the immense value of weekly review meetings for law firms. Think before you call Marc’s home landline.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist & Core Values Checklist.

Did you know your clients will tell you whether your operations are working or not? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry share 6 operations systems every law firm needs to retain more clients. Hear why ops are so crucial for client satisfaction, how to measure performance with the right KPIs (Key Performance Indicators), how to use automation & tech as a law firm today, how to approach continuous improvement, and why standardization reduces mistakes & improves consistency. See, we’re not winging this!Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist & Core Values Checklist.

Did you know command and control can make or break your law firm? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry discuss command and control leadership for law firms following their workshop at the Atticus quarterly meeting in Orlando. Hear the difference between a technician & leader mindset in your law firm, how the command and control leadership model works, the ideal day exercise, how many goals to focus on each quarter in your law firm, and how to manage hybrid & remote teams. We’re talking pilates. We’re talking putt-putt. And we’re talking 10-minute planks.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist & Core Values Checklist.

Did you know the right report can make you money? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal the 5 operations (ops) reports you can’t live without in your law firm. Hear the background of closed without a fee, how Pareto analysis works, what to consider when it comes to exceptions reporting for your law firm, why cash flow is crucial, and how to develop a pipeline analysis for your law firm. Who are YOU taking to geek prom?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist & Core Values Checklist.

Did you know your culture might be more important than your next AI tool? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry share why culture matters more than ever in your law firm. Hear how to define & reinforce your core values, how to measure engagement regularly in your law firm, how to create equitable opportunities for advancement, how to communicate your non-negotiables, and why you should eliminate secrecy in your law firm. ENTOURAGE!!Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your Core Values Checklist.

Did you know Trader Joe’s can teach you everything you need to know about running a law firm? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry discuss law firm strategy and why strategy means making choices for your law firm. Hear the difference between strategic planning and your company vision, how to define success for your law firm, how to identify your ideal clients as a law firm, why you should stay away from price competition, and how to structure compensation in your law firm. Anyone else craving H-E-B tortillas?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist.

Did you know getting visible in AI is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry continue their AI Search discussion by sharing how to get cited by AI as a law firm. Hear the attributes that AI Search rewards, how to inspire third-party validation, why you should consider publishing case studies, how to approach social media with AI Search in mind, and how to create helpful content that truly answers the questions your customers are asking. Quick! The robots are coming for you.Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist.

Did you know Google is obsolete? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry break down what you need to know about AI Search as a law firm. Hear why Google Search is changing so much, how to focus on AI citations as your new marketing objective, how to make your website AI-friendly, why recognition & awards are even more important now, and why you should avoid vague marketing language. Diana’s on Part 7 of the outline, and Marc’s making up words. Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to get your AI Checklist.

Did you know your intake team can make more money for you than your attorneys? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry reveal how to transform your intake team as a law firm. Hear how to standardize your intake process as a law firm, how to leverage technology correctly during the intake process, how to develop ongoing sales & intake training, what you can learn from looking at your intake numbers, and the value of decision trees in your law firm. Let’s bundle up and watch The Wolf of Wall Street. Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com

Did you know deciding which tech tool to use is easy? That’s the dumbest thing Marc’s ever said. In this episode of the Successful Barrister, Marc Whitehead & Diana Berry showcase the tech tools they can’t live without as a law firm. Hear how to decide which tech tools to implement in your law firm, whether you should use AI agents as a law firm, the essential client communication platforms, how Marc Whitehead & Associates navigates complex medical records, and how Foundation AI has made them more efficient when it comes to mail. Settle this for us: does pineapple belong on pizza?Learn more about the Successful Barrister at SuccessfulBarrister.com, Marc Whitehead & Associates at DisabilityDenials.com, and contact Marc Whitehead at Marc@MarcWhitehead.com to suggest topic ideas for future episodes.