Sam Mollaei: Automation to Grow Your Firm

In this episode, Steve Fretzin and Sam Mollaei discuss:

  • How the legal space has radically changed in the last few years.
  • Why following up is key to bringing in new business.
  • Refining your automations.
  • The automation tools all lawyers should be using.

Key Takeaways:

  • You need to understand automation before you can most effectively use it in your firm.
  • The automations that work best for you may not be for someone else. But utilizing automations can save your team thousands of hours and thousands of dollars.
  • When bringing in business, focus on where your clients are most coming from. In order to do that, you need to know where your leads are coming from.
  • Your automations don’t have to be complicated or expensive, but they can make a massive difference. If nothing else, use Google Sheets.

“The other benefit of automation is it saves your team time. And if you’re paying for your team, and on whatever an hourly basis, every minute that you save them is money earned by you.” — Sam Mollaei

Connect with Sam Mollaei:  

Website: https://legalfunnel.com/ & https://mollaeilaw.com/

YouTube: https://www.youtube.com/c/legalfunnel

LinkedIn: https://www.linkedin.com/in/sammollaei/

Facebook Group: https://facebook.com/groups/legalfunnel

Instagram: https://www.instagram.com/legalfunnel

Thank you to our Sponsors!

Legalese Marketing: https://legaleasemarketing.com/

Moneypenny: https://www.moneypenny.com/us/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: The Ambitious Attorney: Your Guide to Doubling or Even Tripling Your Book of Business and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Show notes by Podcastologist Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

FULL TRANSCRIPT

 

SUMMARY KEYWORDS

lawyer, automation, clients, people, zapier, lead, law firms, legal, sam, set, automate, business, funnel, text, marketing, google, legalese, helping, create, share

SPEAKERS

Sam Mollaei, Narrator, Steve Fretzin, Jordan Ostroff

 

Sam Mollaei  [00:00]

The other benefit of automation is it saves your team time. And if you’re paying for your team and whatever an hourly basis, every minute that you save them is money earned by you.

 

Narrator  [00:15]

You’re listening to be that lawyer, life changing strategies and resources for growing a successful law practice. Each episode, your host, author and lawyer coach, Steve Fretzin, will take a deeper dive, helping you grow your law practice in less time with greater results. Now, here’s your host, Steve Fretzin.

 

Steve Fretzin  [00:37]

Hey, everybody, welcome to be that lawyer. I hope you’re having a lovely day. It is the end of my day. I’ve got Sam, here’s my last meeting of the day, I’ve facilitated two meetings, I’ve met with many people. I’m somewhat exhausted, but I’m gonna pull it out. I’m gonna make I’m gonna make a move. And I’ve just had an orange. So I’m really I got some some sugar in me. And I’m thinking we can make this happen. Listen, you know this show, you’ve been listening hopefully for a while now. It’s all about being that lawyer, someone who’s competent organized a skilled Rainmaker. And a lot of what we’re doing to make ourselves better producers, better business developers is automation. We can’t grow law practices, we can’t handle our time without automation without really thinking about how we can get efficient with our time. So I’ve got a great guest here today. He’s going to talk about that. And I’ll introduce Sam in a minute. But first, I need to thank our wonderful sponsors. We’ve got money, Penny, who’s helping me on my automate my website with a live chat. So we’ve got live chat on my website. And of course, they do reception virtual reception if you need that. And, of course, legalese marketing, who handles my social and they handle my newsletter and all my events. Got some book stuff coming up soon. And thank you, legalese, for being an awesome partner. And I want to introduce Sam moly, who is malai. I stood up and then I, I’ll take whatever, whatever. Okay, all right, well, people screw up my name to Fretzin, they’d only be a Fritze or Fretzin. And Francie, so that’s okay. As long as they don’t call me late for dinner. That’s the That’s the rule. So I’m going to introduce Sam in a minute, the quote that he gave me, I really, really like, and I and I, I’m living it every day. So I can’t argue with this quote, you can’t compete with someone who’s having fun. And that’s a Thiago forte quote, We just figured that out. And I think it’s fantastic. Because every single day, I know like, my job is hard. It’s challenging, but I love it. I love every day, I get to work with lawyers I love every day I get to do these podcasts, Sam. So tell me about that quote, and why you chose it. And then we’re gonna get into you more.

 

Sam Mollaei  [02:46]

I think it just comes down to how you define success. And for some people, it’s making most money, some people, it’s having a nice house, living some summer comfortably, I think for me is working in my desired zone doing waking up every morning and do we’re doing exactly what I would be doing. Even if I had all the money in the world, which for me at this point is basically creating virtual law firms and creating systems for the law firm to run completely on its own. And for me to kind of be the puppet kind of Maker, the puppet master lets you grow. Yeah, Master and see it and see it grow. So yeah, that was great. It’s a huge blessing to be able to wake up every day feel like I’m doing really what I’m made to do what I enjoy doing the most. And that’s what I honestly, wish everybody could have also. And I do think it’s totally achievable for everybody.

 

Steve Fretzin  [03:30]

Yeah, well, that’s the key. And so that’s what we’re going to talk about today. Sam Mola is the founder of legal funnel, and give us a little background on how you got into your business and what you’re doing just before,

 

Sam Mollaei  [03:42]

sir. So I’m an attorney. And I started my first law firm seven years ago, and the time had no idea how to get clients at all. So I basically had to self educate myself, I started watching a lot of YouTube videos, started reading a lot of books, a lot of books in my head, a

 

Steve Fretzin  [03:55]

whole bunch of books. A bookshelf loaded me too.

 

Sam Mollaei  [03:58]

Yeah. And I got exposed to this whole world of sales funnels, which is basically a, especially with this tool called Click Funnels. And the promise that Clickfunnels makes is that this is basically a tool that you need to be able to sell any products or services online. I was like, Okay, that sounds pretty promising. Let me see if I can somehow apply this to the legal market. So I started using this Click Funnels software to create funnels or the systems to be able to capture my, my leads informations built in, nurture them with videos, send them automated emails and texts, and see if I can, how can I replicate myself, so instead of having one to one conversations with your clients, instead, I’ll be able to, again, create the systems and for me to then back off and then let’s bring people in to the funnel, and see whether I could get close clients and then my first funnel actually took me a couple of funnels to figure it out. But my first funnel that I actually started working on like, it kind of blew me away and I’m like, This is the coolest thing ever. And I started looking for every possible legal niche that I could think about to replicate this for fast forward. 200 funnels away I’ve actually been able to also paid for funnels that have generated million dollars online, three of them in the legal market, one of them teaching lawyers, how to set up these same systems for themselves. And now, everything that I do is based on this whole funnel system, and a lot of automations, which we’ll be talking about today. Yeah.

 

Steve Fretzin  [05:16]

So yeah, and I grew up in, you know, coming up in sales, it was always the sales funnel or the sales pipeline. And it was, you know, what can you put at the top? How do you nurture it? How do you have next steps and keep it moving down the pipeline, to like, pop out the bottom as a new client. And most people that are like networking, they’re just jamming it up with lots and lots of people and hoping that things work out. And I try to teach them to be efficient with how they move people forward or move people out or maintain those relationships. But it sounds like you’ve come up with an automated process, and we’re going to talk about that in a few minutes. Let’s talk a little bit about the changes in legal so so obviously, you know, selling Legal Services has been around forever, right? Everybody’s had to sell legal services, whether they call it selling, or they just call it, you know, relationships. But what’s changed in the last five or 10 years that’s really radically, you know, kind of turn the corner for the legal space

 

Sam Mollaei  [06:10]

to two major buzzwords, I think 2022 is the year of automation. And second, utilizing virtual assistants. Yeah, and as much as you can, automation just helps you scale up and be able to serve more clients. And virtual assistants is kind of like your, your soldiers on the line to help you achieve that. So those two are super crucial. And I have a lot of insight about that. Maybe you can get into it. You’re on okay.

 

Steve Fretzin  [06:34]

Yeah, let’s let’s, let’s take it step by step here. One thing I wanted to ask you about was, like, there’s a lot of different automations. And there’s a lot of choices. And there’s a lot of people that just want to do things themselves, and they’re not comfortable automating. So, how does a lawyer practically intelligently automate his or her law firm? What are some things that you’re that you’re putting out front there? Yeah,

 

Sam Mollaei  [06:56]

I think it’s very important to first understand the concept behind automation, what does that mean? kind of understand it. And then later on, either you could hire people who know how to set it up for you to kind of learn it yourself. So practically automation is simply is, when this happens, go do this. It’s usually data from one place. And I’ll share with you what those typical what those typical triggers are. When that happens when you get that data, what should be done next. So for example, the typical triggers or like when this happens is usually when a new lead comes in, or a new client signs up, or you get an intake filled out. Okay, so those are usually the triggers. When that happens. What do you expect the next process, the next step to be? Ask yourself that open ended question. So for example, when a new lead, and you capture new leads, and new lead comes in, maybe you should set up some automated emails for them to receive, right? You also want to get them? Do you want to automatically text them, text them something? Or maybe you could also, you know, send them a video or something like that. So that’s the way to kind of think about it. Let’s

 

Steve Fretzin  [08:05]

get let’s get even more specific. Alright, so I’m a personal injury attorney, I have someone comes to the website, they fill out a form that says I was hurt. And I slipped in front of a store and there was some some ice milk that froze, you’re in Chicago, okay. And they may have a claim, or they may have a case, I fill out the form on the website, you get that form. And then what happens?

 

Sam Mollaei  [08:29]

I put it into Zapier and one of the practical tools that I use this app here, which sets up these automations, it basically says, Hey, this is the source of the leads. Then now Mr. Zapier, I want you to go first text data lead using I’ll just throw some tools and things, maybe we’ll get clues about how to set these things up. One is I’ll send an automated text with RingCentral within five minutes, or within two or three minutes to get a call, they gotta text. Hey, hey, John, I see that you have no discard recent car accident, let me know when’s a good time for us to talk. That’s the first thing. Second is to get added to Active Campaign for them to automatically get the first email that day. And we enter their email in six hours. And then in another email the following day, another email for the next two or three months, that automatically gets sent from your email address that is basically says, Hey, here’s some questions you may have, here’s some value. Here’s some other stuff that you know, other things that we can help you with. And about 10 to 15% of leads will respond back to your emails. And then you could also set up you know, automatic calls or power dialer using Allah where there’s so many, you know, start making the calls. And then the other thing you want to do is to keep track of those leads. So all that lead information should be transferred over to different CRMs. Again, I’ll just mentioned just to give you guys value, Google Sheets, law medics, Cleo girl, those kinds of tools to kind of keep track of where that lead is in your different sales stages. And you go far more than that after that, but and usually one other cool thing that I’m gonna share with you sure, so if you want to keep track of how many leads I mean, because you want to kind of you want to know what’s going on. So another cool automation that I set up is every night at 9pm, I get a text of total number of leads, and bookings, and whatever the whatever summaries things that I need every single night, when I set up these different law firms every single night, I basically have a good grasp on it. I’m not involved in day to day. So I can’t, you know, go check in a How did we do on Tuesday, but instead every single night and know exactly what’s going on? Got it?

 

Steve Fretzin  [10:25]

Got it. Okay. So again, somebody goes to the website, they fill out the form, and then there’s a whole bunch of automated next steps that happen to get that prospective client on the phone or to get an intake done or to get their information in, fill out this form. And that way, you’re not involving a human being at that point yet. And then, is there some point where we’re, yeah, you have to, at some point, have a conversation?

 

Sam Mollaei  [10:50]

Sure. Yeah, of course, the first stage of when you get that lead, it’s just to get the lead on the phone. So all those things is just gets your person, your team on the phone. And at that point, once you have the conversation, obviously, the objective is to get that signed up. If not, then you will have some follow up sequences, same kind of texts and emails to stay for you to stay top of mind to check in with them, does muscle, they also don’t hire you because of it’s not a good fit or other issues, it’s usually just a timing issue. Maybe they’re middle of something, or they’re dealing with some something internally. So if you continue staying in contact with them, then it just gradually increases your chances of you actually sign them up.

 

Steve Fretzin  [11:27]

Yeah, I think the statistic and following up is huge. Meaning if you just have one, you know, email or phone call interaction, and they’re not ready to do business at that moment, and you just give up that then, you know, then you’re you’re missing out, because I think if you follow up once or twice, you’re you know, you’re gonna get them. And in most most people give up pretty quickly because we get busy. That’s really not what you know, the right the right model for how to how to bring in new business,

 

Sam Mollaei  [11:54]

for sure. And other thing, the other benefit of automation is it saves your team time. And if you’re paying for your team, you know, whatever, on an hourly basis, every minute that you save them is money earned by you. So I’m actually looking at Zebra accounts was actually they didn’t realize it this month, a week left in the month. So in three weeks, I’ve done 74,000 automations. Imagine 74,000 things that automatically getting done for our team. And if it even if it’s on average, just saves them two minutes. 74,000 times two minutes is a hundreds 1000s of hours saved by a team. And if I if they’re on average, my team gets like, whatever, 20 bucks an hour, you could just do the math of how much money I made from setting up these automations.

 

Steve Fretzin  [12:35]

Okay, awesome, I love it. Look, you have to sort of find the automations that makes sense for you as an individual. However, it’s all about being educated of like, what’s available and in how they all work together. Right. I mean, that’s not a big part of automation is that you might have one thing that’s automated, but then there’s other things that plug into it. And that add to it, that make it really, really hard, right?

 

Sam Mollaei  [12:58]

Yeah, but the good news is people don’t have to figure this out on your own. You just have to follow people who know what they’re doing. Again, I have a program that teaches these things in very structured way to think about that and already know, typically, because I you know, I got exposed to a lot of different systems and different law firms. I know exactly what those things are. So I’ll be able to kind of share that in detail and give templates of exactly what to text, what to email, all that stuff. Okay.

 

Steve Fretzin  [13:21]

Yeah. So it’s sort of plug and play if they go through your program and try to learn learn from someone who’s already doing it, right. It’s like totally, yeah. Okay. Everybody needs it to where were you seven years ago, you should have been calling me when you didn’t know how to get business, I could help. But you figure it out on your own, most lawyers do. And that’s, that’s, you know, that’s one way to go. But I think what you and I are saying is if you follow either a proven process, a proven model, a proven funnel, all good things happen.

 

Sam Mollaei  [13:47]

Yeah, and you’re able to another good benefit is and started to add on all the benefits is you’re able to refine exactly what you say, what you text them when you email them. And over time, you’ll have the most refined system, which obviously, it helps you send a more clients, but it’s also good for the for your leads and clients as well.

 

Steve Fretzin  [14:03]

Yeah, and I’ll wrap up this little segment here by just saying and this is my people that have listened to my podcast have heard me say this before, but it’s so true with what Sam’s talking about. If you can’t measure it, you can’t manage it. So if you’re sending out you know, like, I’ve got someone doing LinkedIn connections and in then, you know, we’re looking at, if you reach out to 50 people and five connect, alright, then we follow up with a message on that and all that, like you can then Okay, so maybe we want to go from five connecting to seven connecting well, maybe we just have to change the message. You know, maybe we need to let them know there’s something more coming as a way to entice them to connect and why they’re connecting. So it is it is about measuring and improving. That’s That’s what life is. I mean, that’s what you do in sports. That’s what you do in cooking. That’s how you win the blue ribbon at the chili contest, right? You can’t have the same chili year after you gotta keep making improvements. So I think Sam’s got the special chili.

 

Jordan Ostroff  [14:57]

legalese marketing is not your tradition. No marketing vendor. Instead, we’re a true fractional cmo that helps you save time and spend your money the right way to build a practice of your dreams. We help through the entire process from customizing your intake system to driving leads, and even getting more reviews afterwards, schedule your free call at legalese marketing.com.

 

[15:19]

Hi, I’m Steph from Moneypenny. We’re trusted by leading law firms and attorneys to answer calls virtually professionally and brilliantly. Our high tech receptionist service enables us to route calls to your team’s wherever they’re working. And even recognize and prioritize calls based on whether they’re a repeat caller, a new clients or a VIP claim new exclusive partner rates and Free Trial by quoting Fretzin Today,

 

Steve Fretzin  [15:48]

Okay, moving along, let’s talk about lead generation, because this is a big part of my business. And it sounds like a big part of your business. And what really makes lawyers excited is ways to improve lead generation. So what’s the best way in your in your experience in what you’re helping lawyers with to generate new clients?

 

Sam Mollaei  [16:06]

Sure, it’s a three, three level process when you need to kind of encompass and have all three, for you to have a fully automated, dependable client and system. First is traffic, which is basically your clients source. Every lawyer usually has one top best traffic source or client source that will work the best for them. I believe in paid ads. These are whenever basically you pay to do basically to get in front of people I that’s what I kind of drive in, and it’s the one that I think brings you instant results that’s very scalable, it’s very trackable. And for lawyers, most lawyers these days, I will share with your audience, again, more value for your for your audience is applying the 8020 principle for clients versus there’s literally 1000s of different sources of have getting clients for law firms. But I think the top two is Google ads, and Facebook ads, or none. Doesn’t matter how you cut, Mr. Facebook and Mr. Google make the most money from marketing. And it’s a reason because it works for all types of businesses, including especially lawyers. So yes, everybody’s already aware of Google, or Facebook is also very viable, depending on again, your niche. But how do you know whether it works for you? Well, that comes from experience, or somebody who’s done it or knows who’s been exposed to it, they’re gonna have that data. So that’s the first part. Second part is having that funnel having a system that when the lead comes in, what do you do with them, you want to nurture them, you want them to maybe call you, it’s kind of like making it. So when the lead comes in getting them to basically take your desired action, okay, plus some nurturing. And the third part is the automation, to make sure that you’re made to get the leads, make sure you’re automatically followup with them, sending them those texts, getting them on the phone right away. And really, it takes those three crucial parts, make sure you have your one client source that you know exactly what it is, make sure you’re doing it really well. Or you you have somebody who’s doing it really well for you, make sure you have a funnel for it. And third is make sure you have a automated follow up system to basically thanking them sign up.

 

Steve Fretzin  [18:06]

And in the way that I see things is that there’s there’s there’s two primary ways to get business. One is through what you’re talking about paid advertising, marketing, SEO, pay per click all that stuff. And generating leads through basically pay to play and then and then again, keep improving that what you’re putting out there to draw that traffic. And then there’s the other side of it, which is the human side of what lawyers need to do to be more effective in networking, be more effective in developing strategic partnerships. How are you leveraging your clients to get introductions, without being salesy without you know, you know, pushing them around, because they’re the ones paying the bills, and you want to you want to handle it in a way that’s going to almost be like their idea. So I think, from a standpoint of what you’re talking about, for the criminal attorneys for the personal injury attorneys, and there’s a whole section of divorce, where pay per click is going to make sense, then you have this whole other sub sect of corporate attorneys in turn attorneys in mid market firms that are doing litigation and, and other stuff, they’re not going to do pay per click right there at a law firm. So we want to make sure we talk about both because as you’re listening to the show, you know, you might be like well, paper clicks not for me, I would never do that. Okay, then then know that there’s other but Sam’s principles aren’t that different in the sense of I would say the same thing, like target where the business is coming from if you’re getting most of your clients from your clients, then focus on them. If you’re getting clients from a certain type of lawyer like let’s say you’re an estate planning attorney, and you’re getting most of your clients from divorce attorneys will then focus on more divorce attorney. So Sam’s principles work it’s just a different for different practice areas. You got to look at it differently.

 

Sam Mollaei  [19:50]

I totally agree. But along with that, is it I think it’s very important for people to kind of focus on that top way that generates them the most business does you shared Steve, you know If it’s the referral source, well, let’s go through, see how we can triple down on that, and extend that before we do anything else?

 

Steve Fretzin  [20:06]

Yeah, I do. And again, I’m a big fan of focus. And you know, I think there’s a lot of people that yeah, I’m writing an article this week. And then next week, I’m going to attend a conference and the next week, I’m going to do this and that and the other, and they’re just moving themselves around, you know, sort of like moving around a chessboard without following the rules are just kind of all over the place. And so I think, you know, really focusing and picking one thing or picking two things that really make sense. And that’ll work and that are trackable and measurable, that’s always going to win the day versus just just winging it and doing things haphazardly. So the fact that Sam, you’ve got a system a funnel process, I mean, right off the bat, that’s going to that’s going to be a winner versus people that just flat out, you know, just throw money around and hope for the best. Exactly, totally. So let’s get into automation tools. You’ve already mentioned a number of them, but I know that you probably have three that just outshine the others that just like every lawyer should have these three automation tools. What are they? What are the let’s let’s just go down and what lists some of the tools and what they do and why a lawyer should have them?

 

Sam Mollaei  [21:08]

Sure. So the first one I mentioned, is Zapier, which is basically the biggest automation tool online, just connects two pieces of software together when this happens go through this. So the general legal Mark hasn’t really caught on to it. But if you know how to play that game. And again, you’ll be able to get all the benefits of setting up these audits.

 

Steve Fretzin  [21:27]

So what is so so Zapier is is that, like the hub for all the other automations that all like work together? Is it like? Is it not? It’s not a practice, like a marketing hub?

 

Sam Mollaei  [21:36]

It’s a glue between two different software’s together, which are the mixture of the software’s give an example of that? Sure. So when a new lead comes from your website, or from your funnel, then Zapier will connect that to Active Campaign or

 

Steve Fretzin  [21:50]

Okay, so it’s the connector between your website for example, if that’s your hub, to the automations that are going to then it can push out your newsletter, it can push out emails, it can push out tax and all that kinds of stuff. Is that the case? Correct. Okay. All right. Again, that’s,

 

Sam Mollaei  [22:05]

and again, it’s important to understand that, you know, conceptually, when this happens, go through this and then kind of write out what your plans are. And then kind of going through the motions of setting it up. And it looks a little bit tricky and confusing. But once you kind of, you know, once it makes sense for you, then, you know, you could essentially make any kind of automation you could think about, that’s the first one. The second one is, is as simple as a Google sheet. And I see a lot of lawyers, we don’t track their leads, or we don’t keep track of their clients. At the very least go set up Google Sheets. It’s very simple. It’s totally okay. It’s totally okay to use Google Sheets. Instead of a CRM, I use it across 4050 different law firms and different things that I do. And it works like a charm. Your Virtual Assistants are able to pick it up and use all the time, multiple people can collaborate and work on the same project together, they will be able to track stuff, comment stuff, tag each other link on stuff, checklists, create filters, create charts, and have that data go into Google Analytics, so many different things that like, once you have that data there, you built it around with that. So that’s the second one. Again, why not take this moment? If you don’t have a tracking system, just go set up Google Sheets.

 

Steve Fretzin  [23:14]

So timeout though Google Sheets, and I have a feeling that I have a few? I think I mean, I think they’re in in a spreadsheet version. So like I have a shared Excel spreadsheet with my marketing agency, for example, where they put down their time and what they did for me and all that. I think that’s a Google sheet because it’s in a Google Drive account. Is that Is that what we’re talking about?

 

Sam Mollaei  [23:37]

You don’t want to have an excel in a OneDrive account, you want to have a good native Google Sheet. And the reason why you want to be on Google Sheet versus Excel is the collaborative feature.

 

Steve Fretzin  [23:49]

I mean, we’re sharing this I mean, when I type something in, they see it when they type something, and I see it so I can get to the next cell within the Google Sheets.

 

Sam Mollaei  [23:57]

That could be Microsoft 365 them. Okay, which is basically the Google, you know, ecosphere.

 

Steve Fretzin  [24:02]

I’m just trying to just try to show how technically challenged I am. So that was that worked out really well, for me,

 

Sam Mollaei  [24:08]

that will do as long as it’s collaborative, just make sure that it is it is collaborative. So yeah, that’s an important part. All right, Google Sheets got it right. And then the next one is Slack. Slack is is a way to internally communicate with your team doesn’t matter. If you don’t have any employees, it’s very important to at least create the workspace for your for your law firm. And then that will kind of create the infrastructure for you to hire people and bring people in. And then in Slack, you’re able to create departments, let’s just say there’s to be able to create a Slack channel for your intake team for people that are in charge of setting up clients, then it’s just that you have a client, or a client team is for serving your clients. You can have a marketing team and yeah, 1% For those of collecting Google reviews, and you kind of be able to kind of create the infrastructure for the team behind your operation. And what’s cool about it once you set it up, it’s kind of like By creating a like an ecosystem for your, you know, your team members to to communicate each other and work together without you unnecessarily be involved. And so what I do, I have a Slack channel. And now at this point, I have over 100 people in there. And I log out I literally who are doing their thing, it’s gonna get into there. And it’s cool to kind of see

 

Steve Fretzin  [25:18]

is it you connecting you and talking with 100 people on separate thing? Are they all connected in one big group?

 

Sam Mollaei  [25:25]

You’d be able to set it up different ways. But what’s what’s important is anybody can talk to anybody in different departments. So

 

Steve Fretzin  [25:32]

yeah, like a big it’s like a big group chat or like a big group, like I’m in a text chat with my platform tennis team, and they talk some crazy, crazy stuff on that thing. But there’s 10 of us. And so I’m seeing all their talks, and they’re seeing mine and anything I want to shout out to the group I can I can do. And so that’s really what the slack is.

 

Sam Mollaei  [25:49]

Exactly. And that’s another cool part about Slack is it integrates with Zapier and Google Sheets and all that stuff. So they just say, when some a client gets retained by some dem sending a DocuSign, then it’s using Zapier, were able to set up automations, that basically notifies their team, hey, this client just signed up, go ahead and go get the intake filled out, etc. Okay, this is the way to not just for people to kind of communicate with each other, but also tools and people to connect each other, which is also very important.

 

Steve Fretzin  [26:17]

I’m going to add two automations on top of your three,

 

Sam Mollaei  [26:21]

go flow with that Alright, check, check, raise,

 

Steve Fretzin  [26:24]

check, check rail, you know, you’re adding one what is that?

 

Sam Mollaei  [26:27]

No, go for it. All right.

 

Steve Fretzin  [26:28]

So in this is not a not something you guys haven’t heard about before. But Calendly acuity law Maddox has it. But some kind of scheduling automation has been incredibly powerful for me. I used to spend mental 30 minutes or more a day, back and forth, back and forth. If I wanted to schedule this with you, Sam, to get this podcast scheduled, back and forth, back and forth. I’m no good that day, I’m no good that day. Now it’s all off the plate. For me, I don’t touch it. People, I give them the link, they fill it out, boom done. And they find a time in my schedule that I select. So that’s for me, that’s been huge as an automation tool. And then the other one you mentioned earlier is law Maddox. I’m not a lawyer, but I am using law Maddox. And it’s helping me automate my marketing my emails that go out my newsletter that goes out. It’s integrating. I’m all my contracts now, going out. I don’t have to get my bookkeeper involved. So I would say those two additionally are really, really helpful. Yeah, I love LaMotta. It’s great. Yeah, so all all said and done. You know, I think what we’re saying here is that there’s all these technologies and tools that lawyers either know about and aren’t using, or they don’t even know about them. And they really need to start exploring what is available so that they can start to identify, obviously, they can talk to you about that. Are there other resources like online resources, Facebook groups, or things that they can look into to try to start getting more educated on automation for lawyers?

 

Sam Mollaei  [28:02]

Sure, maybe bias the my own Facebook group might be the best online voting All right. Facebook group called legal funnel warriors, which is basically your where I give right a lot of value. And do basically educational based marketing is what I share everything behind the scenes of exactly I set it up to what’s working for me. And again, I’m a practicing lawyer. I’m teaching and sharing things that I’m actually doing myself again on mass scale. And then once it works for me, then I go Sure, I know you sometimes I get introduced to new tools. I’m like, sorry, cancer. Let me try it out. Let me try to incidentally, for like two months now, I’ll share my theme. So yeah, if you’re a lawyer, you’re looking to learn more about the systems and conjugation and things like that you can just go on Facebook right now just put your phone search for legal funnel lawyers join us there. Also have a YouTube channel sharing a lot of behind the scenes and literally share my screen showing exactly how to set up these things. Very again, very practical. I think that’s what’s different from what I do to everybody else. Very practical stuff. Okay,

 

Steve Fretzin  [28:59]

in when you’re not doing this because you’re very business oriented, but I have a feeling that you have a fun side. Okay. Oh yeah. So what do you do for fun what’s your what’s your jam?

 

Sam Mollaei  [29:07]

actually made a reference just a couple minutes ago said check raise you did say

 

Steve Fretzin  [29:11]

check raise all boy your poker guy. Yeah, didn’t pick up on that at all right? On the little like I said last meeting of the day and so but but check raid Yes. Are you a big shot poker dude?

 

Sam Mollaei  [29:23]

Yeah, again, not personally, but games. But I think it taught me so much about life and business. There’s so much absolutely one of my bucket list is to write a book about how much poker has taught me about life and business. Maybe I’ll share a couple with your audience I think we will to learn from it is how to deal with wins and how to deal with losses. Now things don’t sometimes don’t don’t go away. You have well you’re gonna beat yourself up you’re gonna get tilt and let that you know that you crumble down or you’re gonna like really suck it up and you know, give it your all.

 

Steve Fretzin  [29:54]

I got a book title for you. It’s called poker is life. pokers life write that down right there. Okay, Sam, thanks so much for being a guest on my show, I appreciate it, I think you’ve got a crazy, great service you’re providing and if people are willing to, you know, give it a shot and check you out and test the waters, I think it’s a great a great way to go. And in let’s let’s do this again, let’s keep in the loop, I like to stay on top of how you’re helping lawyers to grow business and a different way than I am. So I just appreciate that.

 

Sam Mollaei  [30:23]

Sounds good. Then Steve, great job and everything you’re doing, you’re sharing, sharing a lot of value with your audience. If anybody got value from this, if you guys want to reach out, please reach out and just mentioned Steve’s name, or be that lawyer, and I’ll be able to reference it to this podcast and I love connecting. And thank you so much, Steve. Platform.

 

Steve Fretzin  [30:41]

Yeah, absolutely. Thank you, Sam. And it Listen, everybody a bunch of takeaways from today’s show. And again, getting that automation down is going to help you just become more efficient and if time is money, and it absolutely is in the legal space, then you have a limited amount so make make what you can have it and be that lawyer someone who’s competent organized in a skilled Rainmaker. Be safe be well, and we’ll talk again soon.

 

Narrator  [31:09]

Thanks for listening to be that lawyer, life changing strategies and resources for growing a successful law practice. Visit Steve’s website fretzin.com For additional information, and to stay up to date on the latest legal business development and marketing trends. For more information and important links about today’s episode, check out today’s show notice