Are your attorneys and staff already using AI inside your law firm without clear policies, oversight, or safeguards in place?

In this episode of the Alpha Lawyer Podcast, Jason Marsh sits down with Charity Anastasio, attorney, ethics advisor, and leading voice on legal practice management, AI adoption, and law firm risk management, to discuss why every law firm needs an AI policy now and how firms can responsibly adopt AI while protecting client confidentiality, minimizing hallucinated citations, and reducing operational risk. Charity breaks down the growing reality of “shadow AI” inside law firms, where attorneys and staff are already using AI tools for drafting, legal research, marketing, and daily workflows without formal guidance or training. She shares practical strategies for creating an AI policy that actually works, including approved tools, verification processes, confidentiality safeguards, accountability systems, and firm-wide training. From hallucinated court citations to ethical concerns around client data, this conversation is packed with actionable insights to help law firms embrace AI responsibly instead of reacting to problems after they happen. 🎧 Listen to learn: ✔️ Why law firms can no longer afford to delay creating an AI policy ✔️ The hidden risks of “shadow AI” and unapproved AI usage inside firms ✔️ How hallucinated citations are creating real legal and ethical consequences ✔️ Why AI adoption requires both policy and hands-on training ✔️ The difference between general AI tools and legal-specific AI platforms ✔️ How to safely handle client confidentiality when using AI tools ✔️ Why verification and accountability are critical for AI-assisted legal work ✔️ How firms can create AI workflows without killing innovation ✔️ Why lawyers should embrace AI instead of avoiding it out of fear ✔️ How AI is changing the future of legal practice, staffing, and client service 🔗 Follow and Connect with Charity Anastasio 💼 LinkedIn: https://www.linkedin.com/in/charityanastasio/ 📄 Article: Why You Need an AI Policy Yesterday, and How to Write It https://www.americanbar.org/groups/law_practice/resources/law-practice-magazine/2026/march-april-2026/why-you-need-an-ai-policy-how-to-write-it/?login 🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer

Are your law firm’s mentorship and training programs actually working for today’s attorneys, or are they stuck in outdated one-to-one models that no longer fit how lawyers learn? In this episode of the Alpha Lawyer Podcast, Jason Marsh sits down with Susan George Broach, a commercial real estate and corporate attorney at Andrews Myers PC and a long-time leader in mentoring and developing young lawyers, to break down how mentorship needs to evolve for the next generation.

Susan shares a practical, modern approach to training lawyers through “mini mentoring,” shadowing, and intentional knowledge sharing. She explains how firms can create more collaborative, flexible learning environments that align with how Gen Z consumes information, while also improving retention, engagement, and overall firm culture. From real-time demonstrations to building a “mentor search engine” inside your firm, this conversation is packed with actionable strategies to help law firm leaders train smarter and build stronger teams.

🎧 Listen to learn: ✔️ Why traditional one-to-one mentorship often fails in modern law firms ✔️ How Gen Z lawyers prefer to learn through real-time, visual “shadowing” experiences ✔️ The concept of “mini mentoring” and how it increases participation from senior attorneys ✔️ How to train lawyers efficiently without requiring large time commitments ✔️ Why mentorship should happen in small, on-demand learning moments ✔️ How to create a “mentor search engine” inside your firm for faster knowledge sharing ✔️ The role of collaboration in improving both training and firm culture ✔️ How mentoring benefits senior lawyers through skill sharpening and cross-selling ✔️ Why relationship-building and human connection are critical in the age of AI ✔️ How modern mentoring models can improve retention and job satisfaction

🔗 Follow and Connect with Susan George Broach 💼 LinkedIn: https://www.linkedin.com/in/susanrgeorge/ 🌍 Website: https://www.andrewsmyers.com/

🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer

This episode of the Alpha Lawyer Podcast features experts Lynda Artesani and Sarah Prevost, co-founders of The Proper Trust and leaders in accounting for law firms. They join host Jason Marsh to discuss why so many law firms struggle with "jacked up" financial records and how to move from chaotic spreadsheets and incorrect Quickbooks setups to a clear, scalable accounting system.

Lynda and Sarah break down the risks of "magic spreadsheets," the importance of integrating practice management tools like Clio or LeanLaw with your ledger, and how proper financial visibility directly impacts a firm's growth and decision-making. You’ll hear practical guidance on setting up a bulletproof chart of accounts and maintaining compliance to ensure you can sleep at night while your firm thrives.

🎧 Listen to learn: ✔️ Why relying on a "magic spreadsheet" for bookkeeping is a recipe for disaster as you grow ✔️ The "compliance hammer": How improper accounting creates major ethics and bar risks ✔️ Why you should never bucket borrowed money (loans) into sales ✔️ The critical difference between a simple spreadsheet and a true ledger system ✔️ How to structure a Chart of Accounts (COA) specifically for a law firm’s needs ✔️ Why integrating your accounting software with tools like Clio or Xero is non-negotiable for efficiency ✔️ How to identify "hidden" startup costs and equipment that often get missed in financial records ✔️ The "CFO mindset": Using numbers and graphs to tell the story of your business and plan for future hires ✔️ Why "all-in-one" software solutions might actually be a trap for your firm's data ✔️ Best practices for managing trust accounts and the dangers of automated transfers

🔗 Follow and Connect with Lynda Artesani & Sarah Prevost 💼 Sarah's LinkedIn: https://www.linkedin.com/in/sarah-prevost/ 💼 Lynda's LinkedIn: https://www.linkedin.com/in/lynda-artesani/ 📸 Instagram: @thepropertrust 📱 TikTok & Instagram: @accountantslawpod

🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer

Are you a lawyer wondering how to use LinkedIn to generate referrals, attract top talent, and grow your firm without spending hours creating content? In this episode of the Alpha Lawyer Podcast, host Jason Marsh speaks with Tony Albrecht, founder of Contender Creative and known as “The Yoda of LinkedIn” for lawyers, about one of the biggest missed opportunities in the legal industry. Tony breaks down why most lawyers treat LinkedIn like a digital resume or announcement board, and how that mindset prevents them from unlocking real business growth. Tony shares his simple but powerful 1-5-10 framework and explains how lawyers can shift from chasing leads to building demand, becoming the go-to person in their market. He also dives into the power of storytelling, generosity, and consistency to build a personal brand that attracts referrals, clients, and even high-quality talent. You’ll hear practical guidance on how to show up on LinkedIn in a way that feels authentic, stands out, and creates real opportunities over time. 🎧 Listen to learn: ✔️ Why most lawyers use LinkedIn incorrectly and miss major opportunities ✔️ The hidden advantage of low competition on LinkedIn ✔️ The difference between lead generation and demand generation ✔️ Tony’s 1-5-10 framework: one post, five DMs, and ten meaningful comments per week ✔️ How to overcome fear, perfectionism, and resistance to posting ✔️ Why storytelling works better than generic “informational” content ✔️ How to build trust with referral partners and your network ✔️ Real examples of attracting talent and opportunities through LinkedIn ✔️ How to stay consistent with just one hour per week 🔗 Follow and Connect with Tony Albrecht 💼 LinkedIn: https://www.linkedin.com/in/tony-albrecht/ 🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer 🔗 Linktree: https://linktr.ee/alphalawyer

Are you a lawyer wondering how to use AI without putting your firm, clients, or reputation at risk?

In this episode of the Alpha Lawyer Podcast, host Jason Marsh speaks with Jennifer Ellis, attorney, legal ethics advisor, and technology consultant, about one of the biggest challenges facing modern law firms: AI hallucinations.

Jennifer breaks down why these errors happen, how they show up in legal work, and why even the most advanced tools can still produce inaccurate or misleading results.

You’ll hear practical guidance on how to safely integrate AI into your practice, verify outputs properly, and build safeguards that protect both your clients and your firm, while still benefiting from the efficiency AI can offer.

🎧 Listen to learn: ✔️ What AI hallucinations are and why they’re unavoidable in generative AI ✔️ Real examples of lawyers getting into trouble from fabricated citations ✔️ Why verifying AI output outside of AI tools is critical ✔️ How to structure prompts to reduce errors and improve results ✔️ The risks of confidentiality breaches when using consumer AI tools ✔️ Why every law firm needs an AI policy and proper team training ✔️ Simple, practical steps to start using AI safely in your daily work

🔗 Follow and Connect with Jennifer Ellis 💼 LinkedIn: https://www.linkedin.com/in/ellisjenniferleigh/ 🌍 Website: https://jlellis.net/

🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer 🔗 Linktree: https://linktr.ee/alphalawyer

Are you a lawyer wondering how to build a brand that actually drives growth? In this episode of the Alpha Lawyer Podcast, host Jason Marsh speaks with John Rizvi, founder of the Patent Professor® law firm, board-certified patent attorney, and author of If You Brand It, They Will Come. John shares how he transformed a niche intellectual property practice from a spare bedroom into an eight-figure firm by focusing on one powerful strategy: branding that owns attention instead of renting it. You’ll hear practical insights on how any law firm can create a memorable identity, earn client trust faster, and position themselves as the go-to authority in their space, without relying solely on paid ads. 🎧 Listen to learn: ✔️ Why branding is the true foundation of sustainable law firm growth ✔️ The difference between renting attention through ads and owning it through brand recognition ✔️ How a trademarkable, memorable name can attract better clients and reduce price shopping ✔️ Simple ways to reinforce your brand through intake, client experience, and communication ✔️ Why niching down expands your opportunities instead of limiting them ✔️ The mindset shift lawyers must make to stand out in a crowded legal market 🔗 Follow and Connect with John Rizvi 💼 LinkedIn: https://www.linkedin.com/company/thelawfirmgrowthprofessor/ 📱 Instagram: https://www.instagram.com/thelawfirmgrowthprofessor 📺 YouTube: https://youtube.com/@thelawfirmgrowthprofessor 📘 Facebook: https://www.facebook.com/share/1FBjcCQdQk/ 🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer 🔗 Linktree: https://linktr.ee/alphalawyer

Are you a lawyer wondering how to actually turn AI into a competitive advantage, not just another shiny tool?

In this episode of The Alpha Lawyer Podcast, host Jason Marsh sits down with C. Todd Smith, founder of C. Todd Smith Law and a longtime tech leader in the Florida legal community. Todd shares how he’s transforming his firm into an AI-driven law practice, using tools like ChatGPT, Copilot, and NotebookLM to streamline workflows, boost productivity, and empower his team to think with AI, not just use it.

You’ll hear practical insights on how any firm can start adopting AI responsibly, get buy-in from their team, and design a visible AI strategy that everyone participates in.

🎧 Listen to learn: ✔️ The 3 stages of AI adoption for law firms: exploring, engaging, and optimizing ✔️ How to create a visible AI strategy your entire team understands and supports ✔️ The 10-80-10 framework for safe, high-quality AI output ✔️ How to use AI for meetings, SOPs, and training — even to generate internal podcasts ✔️ Why AI will transform staffing, billing models, and client service faster than most expect ✔️ The mindset shift from “using AI” to thinking with AI

🔗 Follow and Connect with Guest, C. Todd Smith 🌐 Website: https://ctoddlaw.com/ 💼 LinkedIn: https://www.linkedin.com/in/ctoddsmith/ 📱 Instagram: https://www.instagram.com/ctoddlaw/ 📰 Newsletter:https://bit.ly/JoinToddBot

🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer 🔗 Linktree: https://linktr.ee/alphalawyer

Are you a lawyer trying to get better results from Google Local Service Ads (LSAs) for your law firm? In this episode of The Alpha Lawyer Podcast, Jason Marsh sits down with Thomas Glasgow, founder of 1122 Marketing and a leading expert in Google Local Service Ads for law firms. Thomas lays out a clear, step-by-step framework for achieving peak LSA performance, focusing on the two biggest levers most firms overlook: what happens on the call and how you rate the lead afterward. You’ll learn how to “train” Google’s AI to send more qualified prospects, improve your intake process so Google perceives a great searcher experience, and use the feedback survey to shape future lead quality (without obsessing over credits). Thomas also shares practical advice on responsiveness scores, branded vs. non-branded queries, geo targeting, and when LSAs are not the right channel. 🎧 Listen now and learn: ✔️ Why searcher experience (not budget) is the #1 driver of LSA rank ✔️ The call protocols that “teach” Google which leads you want (and don’t) ✔️ Exactly how to use “Rate this lead” to improve future lead quality ✔️ Intake do’s & don’ts that boost conversions and LSA performance ✔️ How to monitor and fix your responsiveness score (and when to use “all leads” as a temporary lever) ✔️ Smart takes on branded LSA traffic—when it helps and how to measure it ✔️ Realistic timing, budgets, and what “going all in” on LSAs actually looks like 🔗 Follow and Connect with Thomas Glasgow 🌐 Website: https://www.1122marketing.com/ 📅 Book a meeting: Free live audit screenshare with actionable insights 📖 ABA Article: https://www.americanbar.org/groups/law_practice/resources/law-practice-today/2025/august-2025/train-google-las-ai-more-leads/ 💼 LinkedIn: https://www.linkedin.com/in/thomas-glasgow-14163942/ 🔗 Follow and Connect with Host, Jason Marsh 🌍 Website: https://www.alphalawyer.io/ 💼 LinkedIn: https://www.linkedin.com/in/marshjason/ 📺 YouTube: https://www.youtube.com/@GoAlphaLawyer 🔗 Linktree: https://linktr.ee/alphalawyer