File Notes

Mary Inman, a leading expert in whistleblower law with over 30 years of experience, joins us to share her incredible journey. As the founder of Whistleblow Law, Mary has dedicated her career to championing those who expose fraud and corporate misconduct. She’s played pivotal roles in high-profile whistleblower cases, including Theranos and Hyundai, and has worked globally to expand whistleblower protections. We cover: How whistleblower laws have changed over the yearsThe rise of international whistleblower programs and their impactHigh-profile cases, including the tactics used to silence truth-tellersAdvice for whistleblowers on navigating the risksThe critical role journalists play in exposing fraudMary’s insights into building trust with clients and starting her own firm If you’re curious about what it really takes to expose fraud or want a behind-the-scenes look at some of the biggest whistleblower cases, Mary’s stories shed light on the bravery and challenges involved in speaking up. This episode is brought to you by VXT, the phone system built for law firms.

David Lisitsa, founder and director of NewLaw and an expert in legal technology, walks us through the essential steps to implement a legal tech stack tailored to your firm’s needs. From understanding your firm’s requirements to evaluating different software, implementing and training, and optimizing systems post-implementation, this episode is packed with actionable advice. How to identify your firm’s tech requirements:Discover why defining inefficiencies and non-negotiables is critical before exploring legal tech solutions—and how failing to do so can lead to costly mistakes. The right way to evaluate legal tech:David explains how most firms don’t test systems properly and provides practical tips for evaluating features, integrations, and vendor claims to ensure your choice meets your firm’s needs. Different pieces of a tech stack:From practice management systems (PMS) to document management systems (DMS), client portals, VoIP phone systems, and trust accounting software, we discuss the features that matter most and why one system can no longer do it all. Planning for implementation:Learn how to budget for software beyond just subscription costs, including implementation, customization, and potential disruption to operations. Implementation and training:Tips for ensuring a smooth rollout, including staff training methods, test runs, and avoiding disruption during go-live. Post-implementation optimization:Why your tech journey doesn’t end after implementation and how ongoing reviews and phase-two planning can unlock even greater efficiency and profitability. Whether you’re looking to overhaul your existing tech stack or change one piece of your stack, this episode provides a comprehensive guide to making smarter decisions and avoiding common pitfalls. David’s expert advice is your shortcut to a more efficient and profitable practice. This episode is brought to you by VXT, the legal phone system that integrates with your practice management system.

Caralee Fontenele shares her incredible journey from starting law school in her 30s to taking over a law firm with significant debt and transforming it into a thriving seven-figure practice. Her story highlights determination, smart decision-making, and a passion for helping other law firm owners grow their businesses while avoiding burnout. We cover: How she balanced studying law, raising three children, and working full-timeThe challenges and strategies behind turning a struggling law firm into a profitable businessThe importance of niching down and building brand authority in a competitive legal marketSmart hiring practices, systematization, and empowering teams to achieve scalabilityBuilding Scalable Law, a program that helps law firm owners grow their practices with confidence Whether you’re a junior lawyer with entrepreneurial aspirations or a seasoned firm owner seeking fresh ideas, Caralee’s insights provide a practical blueprint for balancing business success and personal well-being. View Scaleable Law This episode is sponsored by VXT, the phone system built for law firms.

Jack Newton, CEO of Clio, shares the pivotal moments and strategic insights that propelled Clio from an ambitious startup to a global leader in legal technology. From pioneering cloud-based legal practice management software to reshaping the way law firms operate, Jack’s story is a masterclass in innovation. Jack also discusses how Clio’s evolution mirrors the broader transformation needed in the legal industry, encouraging firms to embrace change and reimagine how they deliver value. We explore: Clio’s ascent from bootstrapped legal tech startup to practice management powerhouseIdentifying and addressing gaps in the legal marketThe role of cloud-based legal software in modernizing law firms and offering scalable growthRethinking innovation beyond “building faster horses”Emerging trends shaping the future of legal practice, including client-centered services and flexible billing modelsTackling the access to justice gap as a product-market fit challenge Whether you’re a law firm leader or legal professional looking to stay ahead, or just curious about the future of law and technology, Jack’s insights offer invaluable lessons and inspiration. This episode is sponsored by VXT. Lawyers spend half their time at work on paperwork from calls, messages, and meetings. Law firms use VXT to make phone calls, send messages, host meetings, and we automate all of that paperwork using AI and integrations with legal software like Clio.

Missed calls could be costing your law firm more than you think. Recent data from Clio’s Legal Trends Report shows how poor client communication is driving potential clients away—and it's more common than you'd expect. William Burry, CRO of VXT, joins Sophie to discuss these findings and explore practical solutions for improving client interactions. From the rise of automation in legal services to the growing shift toward fixed-fee billing, we break down the key trends shaping the future of law. Plus, William shares how small changes like phone systems and prioritizing client calls, can have a huge impact. ‍Key Highlights: Nearly 50% of law firms fail to answer client calls—leading to lost business.Automation’s role in freeing up time for lawyers and improving client service.How fixed-fee billing models are pushing firms to operate more efficiently.Practical ways VXT helps firms solve the issues outlined in Clio’s report.Tune in for a deep dive into the trends and solutions shaping the future of legal practice. Brought to you by VXT, the phone system built for law firms.

Shane Goudey takes us on a journey through Silicon Valley's venture fund landscape, from the rise and fall of the dot-com boom to navigating the economic downturns that have since followed. Growing up in Wyoming and influenced by his attorney mother, Shane's path into venture law was anything but typical. In this episode, he shares the lessons learned from his time on Capitol Hill, his shift into venture capital, and the rollercoaster ride of Silicon Valley’s economic cycles. We explore: How Shane broke into venture funds during the dot-com bubble at Cooley LLP.Key insights from helping to build funds through booms and busts.The importance of investor relationships, evolving fund terms, and succession planning.Practical advice for young attorneys and opportunities in business development.Shane’s reflections on moving to Sidley Austin and what’s next for venture funds. Whether you're an aspiring venture lawyer or curious about Silicon Valley’s financial ecosystem, Shane’s story is full of actionable advice and fascinating insights. Brought to you by VXT, the phone system built for attorneys.

From people wearing fishbowls on their heads to legends in the legal industry like Jake Gyllenhaal and Camille Vasquez, Filevine’s LEXSummit had it all. But one thing stood out: the phones never stop ringing for personal injury attorneys. So, what happens when first impressions fall through? Here’s the reality: calls are flying in—but how quickly are you answering? How many are slipping through the cracks? Can you tell if it’s a past client on the line? When talking with attorneys at LEXSummit, the need for smarter call handling was obvious. VXT’s integration with Filevine hit the mark for key stages in the client experience journey from knowing who is calling and access to in-depth call analytics and call flows. In personal injury law, client experience starts with the first ring—and the right tools can make all the difference.

The ALPMA Legal Conference just wrapped up in Brisbane, and VXT was right there in the thick of it. Here's what we learned: Clio’s poised to make a big impact in APAC—watch this space.Actionstep owned the floor with mid-sized firms, while Smokeball took over the smaller ones.Yes, there was a masseuse and a pop-up hair salon. And yes we did partake. Oh, and keynote speaker who survived 6 years as an Al Qaeda hostage? Mind-blowing. This episode is brought to you by VXT, the phone system that integrates with your practice management system.

In this episode, we delve into the importance of branding and digital marketing for law firms with marketing expert Ava Emdadian. Ava shares her career journey from technology marketing to founding Legal Galaxy Marketing, focusing on the unique needs of law firms. Key topics discussed include the shifting competitive landscape, the increasing importance of websites and digital lead generation, and the benefits of leveraging SEO, paid ads, and co-branded marketing. The conversation also highlights effective strategies for optimizing websites, utilizing social media, fostering personal branding, and incorporating PR and media to build trust and credibility. Additionally, Ava emphasizes the significance of measuring ROI, targeting specific market segments, and automating client reviews to enhance marketing efforts efficiently. File Notes is brought to you by VXT, the only phone system built for law firms. Learn more about Ava Emdadian and Legal Galaxy Marketing.

In this episode of the File Notes podcast, host Sophie Svenson chats with Mollie Tregillis about the evolution of the legal industry amid rapid technological advancements and generational shifts. Mollie shares her unique career journey—from earning a media communications and law degree to leading a consulting practice in legal operations at Minter Ellison. Experiencing firsthand the "currency of being busy" phenomenon that pervades law firm culture, Mollie decided to break away and start her own consulting practice. This move was driven by her desire to challenge the traditional busy culture and promote a more balanced, efficient approach to legal work. They dive deep into the impact of emerging technologies like generative AI, exploring how these tools are disrupting conventional business models and encouraging a shift toward value-based pricing. Mollie discusses how she now assists law firms and lawyers across Australia in navigating these technological changes while simultaneously addressing cultural challenges related to overwork and inefficiency. The conversation also highlights the priorities of the new generation of lawyers, who are advocating for work-life balance and significant cultural shifts within law firms. Mollie emphasizes the need for changes in legal education and firm structures to align with these evolving expectations. Offering actionable advice, she encourages young lawyers to take a flexible approach to their careers, experiment with diverse opportunities, and avoid feeling confined to a traditional career path. This episode provides essential insights into the future of legal services, the transformative role of technology, and strategies for firms to adapt to meet the demands of both clients and a changing workforce—all while breaking free from the traditional "busy culture" that has long dominated the industry. Brought to you by VXT, the phone system built for lawyers.

In this episode, we sit down with Sam Burrett, the AI lead at Minter Ellison, one of Australia’s most innovative law firms. Sam takes us on a journey through his unique role, blending his background in law and philosophy to shape the future of legal tech. We chat about the real impact of AI tools like chatbots and Microsoft’s CoPilot on both productivity and client service and dig into the nuances between automation and true innovation in legal practice. Sam also sheds light on crucial topics like AI governance, risk management, and the ethical considerations that come with AI. Throughout the conversation, he highlights the importance of keeping people at the center of AI adoption and shares practical advice on how to navigate the risks of this powerful technology. Whether you’re curious about AI in the legal world or want actionable insights on implementing AI responsibly, this episode offers a wealth of knowledge and inspiring success stories. Brought to you by VXT, the only phone system built for law firms.

Robyna May takes us through her unique journey from aspiring journalist to a leading expert in legal operations innovation at Verlata Consulting. Robyna delves into the critical role of technology democratization in law firms, showcasing how tools like VXT, Power BI, and generative AI are revolutionizing operations and helping lawyers reclaim valuable billable hours. We explore strategies for seamlessly integrating AI into law firm operations, focusing on scalable solutions that enhance efficiency and decision-making. Brought to you by VXT, the only phone system built for law firms.

When it comes to cyber attacks on law firms, it's not a question of if, but when. This sobering reality sets the stage for an insightful episode featuring Annie Haggar, who delves into the critical world of cybersecurity for legal professionals. In this discussion, Annie highlights the potential impacts of breaches on reputation and client trust. She shares her professional journey into cybersecurity law, offering valuable insights gained from her expertise in this rapidly evolving field. Her perspective underscores the importance of robust cybersecurity measures for law firms of all sizes. Annie paints a clear picture of the evolving threat landscape, from ransomware attacks to sophisticated social engineering tactics. Her breakdown of these risks is both informative and accessible, tailoring her advice to both small practices and large firms alike. The conversation takes an interesting turn as Annie explores the future of cybersecurity, with a particular focus on the dual nature of AI in this field. Listeners will find her insights on how AI might be used by both attackers and defenders particularly thought-provoking. Throughout the episode, Annie provides practical, actionable advice. Her tips on improving password security and implementing multi-factor authentication are straightforward yet effective, offering listeners immediate ways to enhance their cybersecurity posture. This episode serves as a wake-up call for legal professionals, highlighting the pervasive role of technology in the industry and the need for constant vigilance in the digital age. It's a must-listen for anyone in the legal field looking to stay ahead of cyber threats and protect their firm's digital assets. This episode is brought to you by VXT, the fully integrated phone system, built for lawyers.

Ryan McKeen, founder of Connecticut Trial Firm, shares his journey from aspiring teacher to becoming a successful personal injury lawyer renowned for his firm's remarkable $100 million jury verdict in the Mikey Cruz case. Ryan discusses the pivotal role of technology in transforming law firms, from marketing strategies and scaling to identifying business opportunities and implementing cutting-edge legal tech. He offers expert insights on choosing the right software, recognizing green and red flags in legal technology, and the importance of APIs. As an adjunct law professor and consultant, Ryan's passion for teaching and guiding others is evident. He explores the future of legal practice with AI and provides practical advice for law firms to adapt and thrive in an evolving landscape. Tune in for an engaging discussion on leveraging technology for law firm growth and efficiency. File Notes is brought to you by VXT - the only phone system built for lawyers.

In this episode, Cameron Madgwick shares his unplanned and diverse career journey, detailing his transitions in and out of the legal industry and his eventual rise to CEO of Gibson Sheet. Cameron begins by discussing his early career at Russell McVeagh and his subsequent roles with New Zealand Rugby, New Zealand Oil and Gas, Contact Energy and PEP ANZ. Each position provided him with valuable experiences, highlighting the importance of context, communication, and understanding stakeholder perspectives. In his current role at Gibson Sheet, Cameron outlines a strategic focus on people, clients, and technology, including the implementation of a profit-share scheme and the transition to a new practice management system. File Notes is brought to you by VXT, the fully integrated VoIP phone system for lawyers. 00:00 Introduction and Career Beginnings 00:32 Sponsorship Message from VXT 01:08 Cameron's Journey into Law 03:25 First Role at Russell McVeigh 07:40 Transition to In-House and New Zealand Rugby 10:10 Leadership and Stakeholder Engagement 18:37 Becoming a CEO 22:30 Current Role at Gibson Sheet 27:24 People, Clients, and Technology Strategy 41:46 Quick Fire Questions and Conclusion

Amy Leong is a lawyer, podcaster, and advocate for female legal professionals to burn bright, not out. Amy shares her personal account of experiencing burnout, anxiety, and depression in what she thought was her dream job. She discusses the warning signs she ignored, the importance of a supportive workplace culture, and the steps she took to seek help and recover. ‍ Amy also delves into her journey in law, from her early inspirations to her current role. The episode is rich with practical advice for recognizing burnout, coping mechanisms, and creating a healthy work-life balance. ‍ Connect with Amy here: ⁠Website⁠ // ⁠Linkedin⁠ // ⁠Instagram⁠ // ⁠Facebook⁠ // ⁠Spotify⁠ // ⁠Apple Podcasts⁠  ‍ File Notes Podcast is brought to you by VXT, the fully integrated legal phone system.

Scott Moran shares his journey of making the hard decision to leave Duncan Cotterill, one of New Zealand’s largest law firms, after 28 years to establish his own boutique law firm, Moran Law. He discusses the challenges and lessons learned from opening the Duncan Cotterill office in Wellington and offers insights into effective leadership and maintaining a positive law firm culture. Scott also provides his perspective on the impact of AI on the legal profession and IP law, the challenges of harmonizing IP laws across jurisdictions, and the importance of personal branding for lawyers. Additionally, he talks about his governance roles, what he has gained from them, and advice for lawyers aspiring to join boards. The episode provides valuable takeaways for legal professionals considering starting their own firm or looking to grow within their current roles. This episode is brought to you by VXT - the fully integrated legal phone system.

In this episode, we sit down with Renika Siciliano, the Executive Director of McCaw Lewis. Renika leads the firm's exceptional and passionate lawyers in the Te Tiriti o Waitangi and workplace law areas. Renika provides legal and strategic advice to clients across Aotearoa, New Zealand and has extensive experience in matters relating to Treaty settlement negotiations, Māori governance and iwi disputes. ‍ Growing up in a tight-knit community of just 3000 people, Renika shares her journey into law and why she's remained dedicated to McCaw Lewis throughout her career. We explore her remarkable rise to Executive Director in just 12 years and the pivotal matters she's been involved in, including the Marine and Coastal Area (Takutai Moana) Act. ‍ Renika offers fascinating insights into negotiating with the Crown, shedding light on common misconceptions about treaty settlements. ‍ Renika has been recognized as one of NZ Lawyer's Most Influential Lawyers and Elite Women, as well as a Doyles Leading Māori Law practitioner. ‍

Joshua Reimer In this episode, we sit down with Joshua Reimer, the managing director and founder of Johnston Reimer Lawyers, for an insightful conversation about building and scaling a successful law firm from the ground up. Starting with just a small corner office 8 years ago, Joshua and his team at Johnston Reimer Lawyers have grown exponentially over the years, now boasting a team of 50 employees. Rapid growth comes with it's own unique set of challenges. Joshua's shares his insights on navigating these hurdles from managing cash flow, selecting technology to maintaining a positive workplace culture. One of the firm's key areas of focus is providing justice and support to victims of crime, a mission that drives much of their work. Joshua shares the unique challenges and rewards of this practice area, emphasizing the importance of empathy and understanding in serving clients who have experienced trauma. A core pillar of Johnston Reimer Lawyers' success lies in their innovative approach to technology. By putting in place cloud-based systems right from the very start, Joshua and his team are at the forefront of leveraging technology to streamline legal processes and better serve their clients. We explore their tech stack, including tools like Actionstep and VXT and discuss the potential impact of AI on the future of the legal industry. As the firm continues to grow, Joshua reflects on the challenges ahead and shares valuable advice for aspiring lawyers. His insights into maintaining workplace culture, embracing innovation, and prioritizing personal growth offer invaluable lessons for anyone on the path to success in the legal world. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

In this episode, we speak with Sarah Salmond, a commercial lawyer and Partner at MinterEllisonRuddWatts. Sarah found her calling in the world of international trade through a chance encounter while waitressing. Sarah gives us an insider's view of her intriguing journey, from her first exposure to World Trade Organization meetings in Geneva, to her stint at the OECD in Paris, and her transformative decision to retrain as a lawyer in her early 30s. She shares her experiences of establishing new law firm practices and advising clients on the full spectrum of public, regulatory and international trade law matters. A significant portion of our discussion addresses the tightrope women walk as they juggle work and family responsibilities. Sarah emphasizes the critical role of mentorship and strategic support systems in fostering women's advancement in the legal profession. She candidly discusses the pressing issue of burnout and overwork, underscoring the need for organizations to monitor work patterns and enforce policies to prevent burnout. As we navigate the complexities of international trade, Sarah sheds light on emerging trends and challenges, including the proliferation of sanctions, the imperative for businesses to diversify and hedge risks in the current geopolitical climate, and the need for innovative market access strategies to supplement traditional trade agreements. Sarah speaks about shares her active governance roles with the New Zealand International Business Forum and AmCham New Zealand, and her passionate advocacy for law reforms that will deliver widespread benefits for New Zealand businesses, like enabling paperless trade.