In this episode of Gavel Gab, Carlie shares her journey as a family lawyer and entrepreneur, highlighting the tech tools that have influenced her law practice during the crucial first two years. She discusses the importance of selecting the right financial tools, including choosing First Citizens Bank for her business account, and how she strategically funded her firm.

Carlie details her tech stack with software like QuickBooks for financial management and the transition to Clio for enhanced billing and client tracking. She also explores her switch to secure case management options, the role of automation with Zapier, and the importance of adapting technology for client communication and marketing. Through personal anecdotes and lessons learned, Carlie aims to provide valuable insights for fellow lawyers and entrepreneurs looking to establish an efficient, tech-savvy business.

HIGHLIGHTS:

8:50 Money Management Tools

13:52 Website Development Insights

15:34 CRM and Client Management

19:36 Automation Tools and Challenges

23:38 Case Management Transition

25:56 Clio and Legal Software Choices

29:58 Social Media and Marketing Tools

sponsors:

One Eleven Group

Quest

giveaway:

Pink Diamond Hat and The Prenup Girl’s Guide

To enter:

• follow @gavelgabpodcast on Instagram
• subscribe to the Youtube Channel @CarlieSpencerGavelGab
• comment on the episode on Apple or Spotify

connect with Carlie & Gavel Gab:

Gavel Gab Website | Strive Law Firm | Prenup Girl on TT | Gavel Gab on TT

Instagram | YouTube