• 081. Task Engines in Law: Why Some Cases Sabotage Your Firm’s Productivity
    2025/08/05

    Task engines are quietly draining your law practice's productivity right now. These hidden culprits show up as certain case types, jurisdictions, or even internal projects that generate a lot of tasks but little tangible progress or return. It’s something a litigation boutique in Oregon learned the hard way when a surge in Washington State cases almost derailed their entire operation.

    In this episode, I’m sharing how a firm with plenty of demand and a growing team found themselves in crisis mode due to task engines in disguise. I also walk through how the firm survived, learned valuable lessons about case selection, and took steps to improve their workflow. Discover how understanding the relative effort of different work types can help you build a more intentional, sustainable practice.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/81

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    25 分
  • 079. Make Space Before September: A Call for Rest and Intention
    2025/07/22

    Summer brings its own pressures - family obligations, vacation planning, and the nagging feeling that your practice needs constant attention. The temptation to squeeze in work between beach trips or check emails during family gatherings can rob you of the very reset this season offers.

    In this episode, I'm exploring the importance of using summer as an intentional season of rest and reflection for your law practice. You'll discover practical strategies for disconnecting from work, like allowing yourself to be bored. Most importantly, you'll learn how to use this time to honestly assess your capacity and priorities. By the end, you'll have a clear framework for making summer work for you - not just as a break, but as a strategic investment in your practice's sustainability.


    Get full show notes, transcript, and more information here: https://www.agileattorney.com/79

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    22 分
  • 078. Build Financial Clarity into Your Law Firm with CFO Danielle Hendon
    2025/07/15

    Law firm owners often feel overwhelmed by their financial statements, staring at QuickBooks reports that seem to tell only half the story. The disconnect between having financial data and understanding what it means for strategic decision-making creates unnecessary anxiety and missed opportunities.

    In this episode, I'm talking with Danielle Hendon, a fractional CFO who specializes in helping law firms transform their relationship with their finances. We explore how to structure your revenue streams and expenses to understand which practice areas are truly profitable, why treating all costs the same way obscures important business decisions, and how budgeting becomes a strategic tool rather than an annual exercise you dread.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/78

    Mentioned in this episode:

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    続きを読む 一部表示
    1 時間 1 分
  • 077. The BEST System for Managing Legal Work: Kanban for Lawyers Part 3
    2025/07/08

    Legal teams face a unique challenge that factory floors and software developers rarely encounter: managing dozens of active matters simultaneously while dealing with constant interruptions from clients, opposing counsel, and courts. You're juggling multiple cases, each with its own timeline, dependencies, and unpredictable external factors that can derail your best-laid plans.

    In this episode, I dive into why the Kanban method is the best-fit system for that reality, and how it helps legal teams reduce overwhelm, spot bottlenecks, and manage work more intentionally. If your team is stuck in reactive mode, tune in to hear how Kanban gives you a practical path forward.


    Get full show notes, transcript, and more information here: https://www.agileattorney.com/77

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    39 分
  • 076. How Scrum Lessons Can Improve Your Law Practice: Kanban for Lawyers Part 2
    2025/07/01

    Back in the early 2000s, software teams started embracing a new way of working that turned conventional project management on its head. Instead of trying to define everything up front and push massive projects toward a distant deadline, they asked a different question: what’s the most valuable work we can deliver in the next two weeks?

    That question gave rise to Scrum—a system built on fixed time, cross-functional teams, and fast feedback. And while it started in software, the lessons apply just as powerfully to legal work. Tune in to hear how you can apply these principles to your practice—especially around prioritization, workflow design, and respecting your finite capacity—so that you’re working smarter, not just harder.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/76

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    39 分
  • 075. Legal Workflow Lessons from the Factory Floor: Kanban for Lawyers Part 1
    2025/06/24

    A Japanese automobile factory floor in the 1950s might seem worlds away from your law office, but the visual management systems that transformed Toyota's manufacturing process hold powerful lessons for modern legal practice. The same principles that helped Toyota become a global automotive giant can help you create smoother workflows, reduce overwhelm, and deliver more predictable outcomes for your clients.

    In this episode, I explore the origins of the Kanban method and why visual systems are so effective for managing work. I trace the journey from physical cards on factory floors to the digital Kanban boards that software developers adopted in the late 1990s, and explain why these same tools are perfectly suited for legal work.


    Get full show notes, transcript, and more information here: https://www.agileattorney.com/75

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    43 分
  • 074. Using Kanban to Manage Capacity
    2025/06/17

    In law firms across the country, I'm seeing a concerning pattern emerge when one attorney adopts Kanban and Agile methods while their partner - often from an older generation of lawyers - resists these systematic approaches. This clash of perspectives frequently pushes teams back into overload and burnout.

    This week, I explore how this capacity tension manifests in law firms, particularly during succession planning. I share specific strategies for implementing personal Kanban systems to manage competing demands and discuss the critical difference between basic Kanban board interfaces and true Kanban methodology tools designed to support sustainable legal practice management.


    Get full show notes, transcript, and more information here: https://www.agileattorney.com/74

    Mentioned in this episode:

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    続きを読む 一部表示
    32 分
  • 073. Don't Let Magical AI Thinking Cloud Your Sense of Capacity
    2025/06/10

    A concerning trend I've noticed both in my own practice and among my clients is that the rise of AI technology is making it harder to accurately assess our true capacity. Between constant marketing messages and the promise of enhanced productivity through AI tools, many of us are failing to gauge our own capacity and falling into the trap of overcommitting.

    The legal tech landscape is evolving rapidly, and technology companies are using sophisticated attention-hacking techniques to convince us their products are essential. Without clear goals and strategies in place, we become more susceptible to these marketing messages and risk adopting tools that don't actually serve our practice needs.

    In this episode, I explore how to maintain an honest assessment of capacity while embracing new technology and the problem with chasing every new technological promise. I share my personal experience with AI tools leading to overcommitment, and discuss the importance of using systems like Kanban boards to track capacity objectively.

    Get full show notes, transcript and more information here: https://www.agileattorney.com/73

    Mentioned in this episode:

    Greenline.legal is Officially in Beta

    To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

    GreenlineLegal Demo

    New Workshop: Adaptive Kanban for Legal Teams

    This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

    Kanban Workshop Sept 2025

    続きを読む 一部表示
    25 分