Dan Lear

Patron saint to misfit lawyers

Financially Legal is a twice-monthly podcast with accompanying articles on the financial aspects of the business of law. Host, Dan Lear, talks with law firm leaders, academics, business professionals and thought leaders to provide compelling and provocative insights at the intersection of finance, economics, and law.

Dan Lear

Dan Lear
Patron saint to misfit lawyers
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Recent Posts

Is Your Firm Ready for Re-entry?

Posted by Dan Lear on May 29, 2020

Back in March I shared three things that I learned from the Small Law Firm Coronavirus Growth Symposium put on by How to Manage a Small Law Firm. At that time, when uncertainty and fear about our current predicament were at its peak, the content of the Growth Symposium offered a powerful reminder to stay positive and focused.

As the country begins, at least in some quarters, to open back up the good people from How To Manage a Small Law Firm are back with another program titled (in a very on-brand way) How to Not Screw Up Your Law Office’s Re-Entry.

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Topics: Business and Culture, Business of Law


Episode 7: How do you “show up” for your clients? And what does a premium subscription have to do with that? An interview with Kim Bennett from K. Bennett Law

Posted by Dan Lear on May 27, 2020

Kim Bennett got burned by hourly billing. She lost a bunch of money and, having come up as a young lawyer in a corporate, in-house role, the model didn’t make sense to her. One day she pitched a client on a recurring monthly fee and, to her surprise, they accepted. That’s right, we’re talking subscriptions again. But where the guest from our last subscription-based law practice, Jon Tobin, uses subscriptions in more of a "one-to-many" way, helping lots of clients with a specific set of offerings, Kim has fewer what she calls “premium” subscriptions and they include more comprehensive, regular work with the clients.

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Topics: Credit Card Fees, Financially Legal Episodes, Accounting


Episode 6: An episode about accounting? Really? An interview with Chelsea Williams from Core Solutions Group, Inc.

Posted by Dan Lear on May 13, 2020

I know you didn’t go to law school to manage financials or be an accountant, but it turns out that your ability to successfully support and represent your clients is contingent upon running a sound business. And Chelsea Williams, founder and head of Core Solutions Group, is dropping some wisdom about how to manage your firm’s finances so that you can worry less about money and more about your clients. 

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Topics: Credit Card Fees, Financially Legal Episodes, Accounting


Episode 5: Can you sell legal services by subscription? Should you? An interview with Jon Tobin from Counsel for Creators

Posted by Dan Lear on April 29, 2020

Subscriptions services for a law-firm? It might be what your clients are looking for.

Jon Tobin is running one of the most innovative law firms you’ve never heard of. Counsel For Creators is an LA-based law firm for creatives and entrepreneurs that sells a subscription to clients. In this episode of Financially Legal we expand upon many of the topics we cover in our 5-part series about subscription legal services (which includes a number of shout-outs to Jon) and talk with Jon about the inspiration behind his subscription legal services plan, how he made it a reality, how (amazingly) it’s morphing into a profitable, self-sustaining community, how he calls his clients "members," and what’s next for his bold firm.  

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Topics: Credit Card Fees, Financially Legal Episodes


Episode 4: Can one small company change the world? Can one small law firm? An interview with Dan Price

Posted by Dan Lear on April 14, 2020

Dan Price is a big deal. Full stop. And we got him on the podcast!

Dan is the i
nspirational CEO of Gravity Payments. In 2015 Dan raised the salaries of each of his employees at Gravity Payments to $70,000 annually and, in doing so, he became an overnight business celebrity. He’s been on the Today Show, been interviewed by Trevor Noah, and keynoted hundreds of business conferences around the world. He breaks down how he thinks about company culture, why Gravity Payments is investing in Gravity Legal, and how he thinks lawyers can change the world.

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Topics: Credit Card Fees, Financially Legal Episodes


Three Things I Learned from the HTM Coronavirus Growth Symposium and Why You Should Attend

Posted by Dan Lear on April 6, 2020

Starting back on March 23, RJon Robins of How To Manage a Small Law Firm held a series of free daily phone conversations with lawyers  in response to the coronavirus/COVID-19 pandemic. RJon was his typically direct but his message was hopeful: there is opportunity out there for lawyers and law firms .

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Topics: Firm Financials, Business of Law, Gravity Legal News


Episode 3: Why do trust accounts even exist? And why should we care?

Posted by Dan Lear on March 25, 2020

We get nerdy this episode talking accounting, trust accounting, and regulatory jazz with Lainie Hammond.  Lainie runs a law firm in Washington State helping lawyers with issues related to IOLTA trust account compliance.

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Topics: Firm Financials, Financially Legal Episodes, IOLTA


Five Ways to Shore Up Your Law Firm's Finances Now

Posted by Dan Lear on March 23, 2020

Our lives and livelihoods have changed dramatically over the last two weeks. We’re all hopeful for a swift and significant rebound, but proactive measures will carry the day. Action in crisis can provide a feeling of purpose and normalcy amidst the potentially overwhelming uncertainty. It can also be the difference between going under and thriving.    

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Topics: Firm Financials, Credit Card Fees, Business of Law


Episode 2: The Agile Attorney

Posted by Dan Lear on February 29, 2020

Today, we're excited to have a conversation with John E. Grant, the Agile Attorney. John is a compelling thinker when it comes to law firm economics, law firm efficiency, and law firm productivity. 

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Topics: Firm Financials, Financially Legal Episodes, Key Performance Metrics


Episode 1: Intro to Financially Legal

Posted by Dan Lear on February 29, 2020

Welcome to the very first episode of Financially Legal, with your host, Dan Lear, head of partnerships and marketing at Gravity Legal. 

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Topics: Firm Financials, Financially Legal Episodes


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