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#373: Rebuilding a Law Firm Around the Right People with Jimmy Evans

The Law Firm Owner Podcast · 2026-08-04 · 43 min

0:00--:--

Key moments - from our scoring

Substance score

60 / 100

Five dimensions, 20 points each

Insight Density12 / 20
Originality10 / 20
Guest Caliber14 / 20
Specificity & Evidence13 / 20
Conversational Craft11 / 20

Jimmy Evans, a board-certified family law litigator in Austin, discovered that despite investing heavily in attorney development, generous compensation, and courtroom excellence, his firm was collapsing due to poor culture fit and lack of accountability. After his wife Jenny compiled financial data revealing the real issue wasn't money but people and drive, he made the difficult decision to ask underperforming team members to leave - what he calls "the year of the purge." He retained only the core group of ride-or-die attorneys and paralegals genuinely committed to his firm's mission of "protecting what matters most" and his distinctive, aggressive-when-needed litigation approach. This reset, combined with working with Velocity through a July retreat with host Melissa, transformed not just his business metrics but his marriage and overall life. The episode explores the painful but necessary process of purging low-accountability teams, confronting fear-based decision-making, understanding firm financials beyond surface-level scarcity narratives, and rebuilding exclusively around mission-aligned talent.

Key takeaways

  • →Firm culture problems manifest as people and drive issues, not client or business problems, and data about the wrong team is useless for future planning.
  • →Purging misaligned staff is painful but necessary; knowing your core profitable team exists enables you to make that fearless decision.
  • →Accountability must be established early; generous compensation and mentorship without clear performance expectations breeds turnover and undermines firm culture.
  • →Hire exclusively around core mission and values, not just to fill seats, because turnover costs are real and compound over time.
  • →Understanding true financials - not just scarcity narratives from poor bookkeeping - reveals the real constraints and enables confident strategic decisions.

Guests

Jimmy Evans

Topics in this episode

Billable hours trackingFamily law litigationBoard certification in family lawAustin Texas law practiceCore values and firm missionTeam accountability and cultureStaff purging and rebuildingTrust account managementLitigation experience and courtroom strategyPrenuptial and postnuptial agreements

Questions this episode answers

How do you know if you have a people problem versus a business problem in your law firm?

Look at your data: if you have strong clients, reputation, and revenue but high turnover, gossip, low billable hours, and lack of drive from staff, you have a people and culture problem, not a business problem. Jimmy Evans realized this when his wife compiled financial data showing his firm's bones were strong but team accountability and mission alignment were failing.

What should you do before firing underperforming attorneys in a litigation practice?

First, confirm your core team is ride-or-die and that you have enough profitable business with just them to cover overhead and payroll. Jimmy Evans knew three or four core attorneys could sustain the firm, which gave him the confidence to ask misaligned staff to leave without fear of collapse.

How does lack of accountability damage a law firm culture?

Without early accountability standards, staff treat jobs as paychecks rather than careers, avoid going the extra mile for clients, work minimal hours, and create gossip and one-foot-in-one-foot-out dynamics that compound turnover and undermine client service.

Why does a business manager saying 'we don't have money' not always tell the true financial story?

Poor accounting and forecasting can create artificial scarcity; Jimmy Evans' wife discovered the firm had plenty of clients and trust account funds, contradicting the business manager's constant scarcity messaging that had held him hostage to fear-based decisions.

What is the relationship between hiring mission-aligned people and business growth?

Building the right people around core mission and values drives business growth; hiring just to fill seats creates turnover, wastes training investment, and prevents the team cohesion and drive needed to execute strategy and serve clients excellently.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

12 / 20

The episode contains useful operational insights about firm culture, team purging, and data-driven decision making, but much of the content is narrative storytelling and personal history that, while engaging, doesn't yield novel or non-obvious claims per minute. The core insights - hire around mission, know your numbers, build accountability - are solid but not especially fresh for experienced operators.

We don't have a business problem, we don't have a client problem, we don't have a reputation problem. We had a people problem, we had a drive problem, we had a qualitative work problem, we had a mission problem.
Find the people, build the people, and they will build the business. But you've got to find the right people.

Originality

10 / 20

The episode relies heavily on well-established frameworks (core values, mission-driven hiring, data analysis, accountability) that are standard in business coaching. While Jimmy's specific journey and the 'year of the purge' narrative is personal, the underlying principles and the Velocity coaching methodology are not particularly contrarian or first-principles. The framing of culture around the owner's identity is somewhat differentiated but not breakthrough thinking.

Build the people, and they will build the business.
You really have to put that in early

Guest Caliber

14 / 20

Jimmy Evans is a legitimate practitioner - a board-certified family law attorney with genuine courtroom credibility (116 jury trials) who has built a successful boutique practice from scratch. He is not a career podcast guest or pure theorist. However, he is a specialized operator in family law litigation, which limits the breadth of transferable learning for a general B2B audience; the episode is most relevant to law firm owners specifically, not broader business operators.

I own a sort of, I'd call it a boutique family law litigation practice in Austin, Texas. Um, I'm a board certified family law attorney since 2015.
I've got 116 jury trials to my credit, and I think 14 of those in family law.

Specificity & Evidence

13 / 20

The episode includes concrete details about Jimmy's journey (timeline from 1995 licensing, 2015 family law entry, specific metrics like 180 hours/month billing, team composition) and real examples (the 'year of the purge,' hiring decisions, caseload management). However, there is limited hard data on outcomes: no specific profit margins revealed before/after, no concrete revenue figures, no defined KPIs for the new team structure. The Velocity spreadsheet is referenced but not explained in detail or with numbers.

I was working 180 hours a month.
I'm picking up their slack, um, and whatnot.

Conversational Craft

11 / 20

The host (Melissa) asks reasonable follow-up questions and occasionally probes deeper (e.g., 'What about the caseload?' 'Did you have to bill more hours?'), but the conversation is largely permissive and deferential. Jimmy dominates airtime with long personal narratives; the host rarely challenges claims, push back on vagueness, or redirect to extract more specific operational detail. The tone is supportive and therapeutic rather than incisive. Notable: the host spends considerable time praising the Velocity methodology and her own team, which dilutes critical distance.

Well, I totally admire that and that, that gives you something to talk about because there's a hero's journey involved with getting there.
I mean, well, it was good for me to hear that because then you start learning, really learning what is going on.

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker A74%
  • Speaker B26%

Most-used words

team23started22data22firm21family21didn19wasn15problem14decision14core14story13build13courtroom12clients12first11trying11

Episode notes

What happens when you realize the biggest challenge in your law firm isn't your clients or your reputation, but the people and culture needed to support the firm you want to build? In this episode, Melissa sits down with Velocity Work client Jimmy Evans, owner of a family law practice, to discuss the difficult decisions he made to rebuild his team around a clear mission, stronger accountability, and the right people. Jimmy shares the story of how he went from believing he could solve his firm's challenges through hard work and investing in his team to recognizing that something deeper needed to change. He discusses the difficult process of rebuilding his culture, making tough personnel decisions, using data to understand what was really happening inside the firm, and creating a team aligned with the values and mission of his firm. This episode will help you think differently about the role of leadership in building a law firm that can grow beyond you. You'll learn why hiring the right people matters more than simply filling roles, how accountability and clarity shape culture, and why making difficult decisions can create the foundation for a stronger firm. Let's talk!

Full transcript

43 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: What I realized was we don't have a business problem, we don't have a client problem, we don't have a reputation problem. We had a people problem, we had a drive problem, we had a qualitative work problem, we had a mission problem. And we needed to address that. M.

Speaker B: Welcome to the Law Firm Owner Podcast, powered by Velocity. Work for owners who want to grow a firm that gives them the life they want. Get crystal clear on where you're going, take planning seriously, and honor your plan like a pro. This is the work that creates Velocity. Welcome to the Law Firm Owner Podcast. I am thrilled today to have a very special guest. Jimmy Evans. Welcome.

Speaker A: Thank you.

Speaker B: I'm so glad you're here.

Speaker A: We've been talking about this for a while.

Speaker B: We have. And you wanted to wait to see certain things happen before we got on,

Speaker A: we had to make our metrics. We had to, you know, we put a plan in place, obviously, and you know, about all that. And I felt like, uh, before we came on, we wanted to make sure we could meet those metrics and check those boxes.

Speaker B: No, I totally admire that and that, that gives you something to talk about because there's a hero's journey involved with getting there.

Speaker A: So 100%.

Speaker B: And so maybe that's what we'll talk about today. So. Okay, first, do you want to just say who you are, where you are, and what you do?

Speaker A: My name is Jimmy Evans. I own a sort of, I'd call it a boutique family law litigation practice in Austin, Texas. Um, I'm a board certified family law attorney since 2015. I started out as a prosecutor a long time ago and so came to family law with probably 90 jury trials to my name. And, um, started in family law with a lot of courtroom experience, but no family law experience. And so my teacher was the courtroom and eventually built that into a practice that's really just exclusively all things family law. So it's the complex property litigation, family law stuff, um, custody litigation. We deal in a lot of mental health, um, and kind of messy situations like that. Complex property, uh, situations, high net earners. And it makes for, with all that litigation experience, it makes for good settlement strategy. You know, it helps to have attorneys who are very good in the courtroom. And so I always describe our firm as one that is as amicable as people need and, but we can scale to be as aggressive as the case needs. So we're, uh, we have that kind of scope of experience and everything to prenuptial and post nuptial agreements. In fact, we get a lot of people from Colorado who call or moving to Texas or whatever, and they're wanting to do, you know, pre and post nuptial agreements. So it's a lot of that kind of stuff.

Speaker B: Okay, so that's. That's a little bit of context for. For you.

Speaker A: So exclusively family law. That's what we do. And our motto is protecting what matters most. So.

Speaker B: Okay, that's a really good motto. Um, okay. I have other thoughts, but I think I'm gonna wait till later in the podcast to say those. Let's start with the comical story of how you first learned about velocity work.

Speaker A: Well, I guess we probably should do a little bit of context. Cause I start. I've been licensed since 1995.

Speaker B: Okay.

Speaker A: Believe it or not. And, uh, started the family law practice right at 2015. So I've been doing family law now for about 20 years. So it's been a lot of evolution of running a firm, trying to build a firm. And I'm an entrepreneur at heart, in addition to courtroom and litigation, and, you know, being already being pretty skilled at that. And I wanted to build a firm, and as work was coming in and available, I was hiring people and trying to make that work. And Covid screwed that up. That's a wild story that, you know, we can talk about another day. But, um, I thought I had a pretty good team coming through. Covid, uh, Covid definitely messed that up. And so the team sort of implod, and you rebuild and you rehire, and eventually you start to go, this just isn't working. And even though we're good at what we do, it was an issue of trying to find the right plan, the right, um, context, the right mission, and just never could tap into that. We were always right on the edge of finding all the right tools and building that. But entrepreneurship only takes you so far. So my wife, who's been working with me, her name's Jenny. Um, you've come to know her very well. She's basically our chief operations person. And she. She sees my life and the business kind of like the matrix is probably what I would call it. And she knew better than myself that we needed help. Um, and. But she also knew that I wouldn't do it, you know, um, that I didn't. You know, I felt like I had it all under control, right where that classic, you know, litigation kind of personality. And I'm like, I got this. You know, I don't need to hear any of that. So Jenny and I, uh, we have a hot tub. You and I met in My hot tub is how we met.

Speaker B: Joke.

Speaker A: Yeah, it's a joke, but it is true, because what happened was Jenny and I sit in the hot tub, typically most mornings, just to kind of kick off our day. And she was playing your podcast in the hot tub, um, and she would strategically play it so that I could hear it and make me listen to it. And. And eventually I started. Your voice remarkably sounds very similar to that of my cousin. Her name is Tara, who you've now met. And I was like, golly, who is that? You know, I started, uh, listening and thinking that was my cousin, and she started talking about you and Velocity and what she was listening to. And so thus the story was we started listening to some of the podcasts in my hot tub, and we got interested that way. And then. And then eventually I was voluntold that we had set a, um, a conference or a retreat with you, um, in July of last year, in fact, this very same time, uh, July 24th or 23rd of last year. And I fully intended, as you know, the story now of going and dishonoring my wife's, you know, being respectful to my wife's wishes, that we were going to come meet you and hear it out, and that I was going to leave there saying, we don't need this. Little did I know, as I was telling you yesterday, how life changing that. That retreat would be. It's been business changing, it's been foundational changing, it's been marriage changing. It's been life changing meeting you and Velocity. And I'm not just saying that because we. We pay you to do what you do, but it is just the truth. I mean, and it's very easy to talk about that, and because the. The timing was just perfect how it all came together. And we can talk about all those reasons, but. But that's how we met. We met in, um, my hot tub.

Speaker B: Yeah, exactly. That's. Well, okay, I have a question because I think some of the listeners who are in court a lot and litigating a lot, you appear to me. My. My view of you prior to meeting you is that you just. I know that you run fast and you run hard at everything you do. That's kind of just your MO but you were focused on the work, the legal work, until probably about a year before I met you. You lifted your head and you're like, wait a minute, we need to make some changes in the firm. You started realizing that because you were putting so much into your employees to help them get board certified to. You were giving them all the opportunities. And it was. You're just focused in the work. It feels like at some point there was a shift where you realized that's not gonna be the thing that makes your firm great.

Speaker A: I'm kind of proud. I mean, coming out of my office, um, I've got a couple of judges. I've got, I think, four super. Four or five super Texas lawyers who are super lawyers now. Um, I think three are board certified, two paralegals who are board certified. And your listeners are all probably wondering, wow, that's a lot of turnover. And it's true. Um, and. But I was investing in people and giving them that and believing that that was enough, and it wasn't. That was what was interesting. It wasn't. I thought if I was investing in them, they would invest back, and something was missing. And that year, before we came and met you, um, I had made a decision because Jenny frankly brought me the data, and we realized that, um, something needed to change. And so that was a very hard decision because what the reality was, we needed to build a culture and affirm around. I hate to say it. This sounds egotistical, but around my identity, my way of doing it. In other words, this is what got our reputation. This is what built our brand. This is what built the courtroom success. We need a team who will buy into that, and we need to start hiring people and build a team around that core philosophy. And the only way to do that, um, Melissa, was to purge. And I call that the year of the purge. And anybody who wasn't bought into that, um, I had to ask them to leave. And I mean, for your listeners who, at the time, I had a fairly small firm, and we've grown since then. But, you know, it. It was a very scary moment because you're taking. You're telling all of your producers, here's what's happening over the next year. Here's the new core values, which I didn't really had defined until we met you, but we were trying to define them. And I basically told everybody, we all need to kind of get on board with this or find some other place to go.

Speaker B: Was it that their performance in. In the legal work wasn't up to snuff and, uh, up to your standards? I know that the hours they were hitting weren't up to your standards, which I. So I think there's two things here. Was the qualitative substance good and the quantitative wasn't, or whether did. They both weren't up to par.

Speaker A: How do I answer that question? Because it's a multi layer question. It's the Russian dollar. Uh, for sure topic. Because there was a, A lack of drive, there was a lack of professionalism. There was a. And when I say drive, I mean motivation to be really good. Like, you know, I, I mean, I, I think I have a reputation now that I can say. I mean, I drove myself to be really good in court and created an edge in court that gave a lot of clients success. And what I was noticing was no matter how I tried to give that knowledge and transfer that to others that I was, that were on the team at the time, it's like they didn't want to take that, that and run with it. Um, they just wanted to be good enough, you know, and they wanted to make a paycheck, um, they wanted to go on vacation a lot, they wanted to work remote a lot. And they, it was like they needed a paycheck to just go live their lives as opposed to build a career and a reputation, um, and a name for yourself. And it was, it was that decision that I realized I needed to make because I, I didn't want to just pay people to just do that. And sometimes that showed in the results, you know, because sometimes you got to go the extra mile for somebody. This is their life. In family law, it is their life. Yeah. Uh, we're not chasing a dollar. It's not a car wreck. You know, we're not trying to get a check to compensate somebody. This is their kids or their life is on the line. And sometimes you gotta go the extra mile. And sometimes it requires a lot of creativity and creative thought. And even though I was trying to share that and transfer that, it's like it just wasn't taking. And it was, um, a hard decision to make, you know, because you're basically asking those producers to not produce anymore. And because when you're in a litigation firm, you work off of trusts, right? And if you're not billing, then you don't, you know, you're not able to earn a living. And so if those people aren't there producing and whatnot, um, you can't make money. So. But it came down to a decision about that and culture. Like, meaning, do you really value this team? Are you on board with what Evans Family Law Group is about? And we're a different firm. I don't know if I told you that story at one point, but it, it hit me. Your listeners, I don't know if I can talk about Riley Green, but he's a country artist. If you listen to country Music at all. But one day we were. This is after we met you, and we were thinking about all this, and we were somehow Riley Green songs came on. And that song he has just different around here, if you've ever heard that song. And I started listening to it and I was like, that's it. Like, that's us. Because we just do things different. And we don't care if you don't like how we do it, because it is successful for clients. Now. The key is as a team, are you on board with that? And it just wasn't happening, you know, and all the way down to things like that. Others have to deal with gossipy cultures or, you know, people who are sort of one foot in, one foot out. They're not all in. Um, and we just had to make a decision to purge that. And that was the year before I met you, before we had that first retreat. So I had made that decision. I just didn't. I didn't know how to go from there. And that's queued up to when we met you.

Speaker B: I will say, just listening to the stories of that time, you had a little bit of everything going on. Like, you mentioned the gossip. You had people who were not. I mean, like 70, 80 hours a month. And that was. That was it. You pay people well at your firm and you invest in people. It's like, there's a lot of generosity from you. You do have high expectations, but there's a lot of generosity. There wasn't much accountability until you started purging.

Speaker A: That's an honest assessment that the. The lack of accountability and that falls on me. I mean, you know, for listeners listening to what if. If my experience resonates with them at all, accountability is a huge factor. You really have to put that in early.

Speaker B: Yeah. And there's a way to do it in a healthy way, which you've totally. You figured out now and. And that you figured that out.

Speaker A: But it's scary when, you know, you're the guy that's raising your kids and you're having to pay the mortgage and you're paying all that rent, and your owners who are listening know that pressure. And it's really scary to go up to your lead producer who, uh, you know, even if it's only 90 hours or whatever it is, and go, I need you to increase your workload, you know, and, uh, it's because if they don't produce, you can't pay your bills. And I was sort of flying with that fear factor. I was being held. I hate to Say hostage, but that's what it felt like. I was being held hostage at the time by a business manager. And financially, um, and those financial forecasts weren't accurate at all. Um, thanks to Jenny, we can talk about that too. Um, and you just have to make that decision. You and I were joking yesterday, where you just have to grab your nuts and just decide that we're going to go in this direction. And that's what happened. But I didn't know how to do it. And that's where you guys came in, you know, so the.

Speaker B: Also you mentioned the business manager. All you kept hearing from her is, we don't have any money. We don't have any, like, scarcity around money. And you're like, why don't we have money?

Speaker A: Well, again, for your listeners, because I listen to your podcast, um, about every two or three episodes. Um, but I do listen. And, um, you got to know your numbers. That was a lesson that, that just, uh, hit me in the face when Jenny, my wife, put all that together, because the business manager that I had at the time was making me feel like the sky was falling constantly. And I kept going. But I was looking at our trust accounts. I was like, we have plenty of clients. I was working 180 hours a month. I'm like, what's going on now? I don't mind, you know me, I don't mind working because I love it. I actually love it. I mean, I'm addicted to it. And it actually brings me calm to put in the hours. Uh, and I know that sounds weird, but that's just how I'm wired because I deeply care about my clients and I care about those results. And, um, and I know that my creative input makes a difference. That brings me a lot of happiness and satisfaction knowing that I made a difference, you know, in that person's life that way. And I know sometimes I do things different and it makes a difference. But I didn't know the data. I mean, back to the point. And I just was so focused, like, you're saying my head was down working those hours, and I just felt like if I, as the owner was doing that, it would lead by example and just transmit or transmute, you know, to the team. And it just wasn't happening. But finally, Jenny, to her credit, spent about three months behind my back, thank God. Now, um, and put all this data together, which was nowhere near like you guys do. But think about how good that was at the time to me. And I was. And it was eye opening, like, and what I realized um, was. We don't have a business problem. We don't have a client problem. We don't have a reputation problem. We had a people problem. We had a drive problem. We had a, you know, we had a qualitative work problem. We had a mission problem. Um, and we needed to address that. And so that was. Again, that was the year before we met.

Speaker B: Yeah, I mean, you know, we do all this. We get historical data as a part of discovery and putting things together when we're first. That first engagement with a client but yours. And I've seen this before, but it's. It was one of those instances and doesn't happen very often where, because you purged. It's like all the data was bad.

Speaker A: None of the.

Speaker B: It was bad.

Speaker A: Yeah.

Speaker B: And none of those people were here anymore. So you really had somewhat of a clean slate. You had a couple new attorneys that had started just before I met you. And, um, they were at that time kind of being thrown into the ring of fire and learning that way. And so then. So we didn't have a lot of data on the current team, but we could tell what needed to happen. So it was just. It was almost like clean slate. It didn't matter what your profit margins were the year before. They weren't what they should have been. They sucked. And now you have a new opportunity. So let's go.

Speaker A: Yeah, that data was totally useless. Well, it wasn't useless in the sense that we knew we had a strong business. I mean, the business was there, the bones was there. As we just talked about, the mission wasn't. The right people wasn't there.

Speaker B: And.

Speaker A: And I've heard you say, I probably am not quoting it right, but, you know, build the people, and they will build the business. And I heard that on one of your podcasts, and when we met in July of last year, that just hit me, like, between the eyes. I was like, with where we were in that year before leading up to it. That is a profound statement. I mean, find the people, build the people, and they will build the business. Um, but you've got to find the right people.

Speaker B: Yes.

Speaker A: And you've got to find the people, and you've got to discipline yourself to find the people around your core missions. Yeah, that's the key.

Speaker B: Yeah.

Speaker A: You know, because for too many years, I mean, I built this business over the last 21 years. And all of those years, I can't say I made a mistake because I didn't know. I was just trying to pay my mortgage. I was just trying to pay the rent. I mean, all I knew was to build business and go to court, because that's how we made money. Um, but I was just hiring people just to hire. Um, you know, and I have great relationships with 98% of the people who've come through my office. I mean, we're still friends today. Um, that's a mission of mine. I don't like to burn bridges, and I want to continue to mentor those people and all that.

Speaker B: Yeah.

Speaker A: Um, you know, so no hard feelings, but it just. It just. When you're hiring people just to hire, um, and you're not hiring around a mission and core values, it's ultimately, you're going to fail.

Speaker B: Yeah.

Speaker A: You're going to have a lot of turnover, which I experienced, and you're not going to be able to keep those people. And then turnover is real. It's a very real cost.

Speaker B: Yeah.

Speaker A: And so, again, that led up all to this one year before we met, where we had to figure out how to change that.

Speaker B: Yeah, absolutely. Absolutely. Okay. For people who might be thinking maybe I need to purge, um, talk about how, like, really, what was it like? Because it's. It's, um. How painful was it and how did you get through it? What do you do? Like, no one. No one will do that because of the fear that they have of what that will be like and that they can't handle it, that they can't do it. And so I just. I want to hear you talk about really what it was like and if. Would you do it again? I know the answer is yes, but I just. For people who are just afraid to do that. And you said, you know, well, I.

Speaker A: I telling you, I was right. I was held hostage by that fear factor. And you just get to a point where you just have to make that decision. That's not how you want to run your business. I don't want to treat clients that way. You know, I don't want clients to feel that experience. And, um, I want to do it my way. And, um, so it was a very scary decision to make. But if you want to know the truth, um, the truth is, I knew that there were two or three core, um, of us, our team, um, that I knew we would always make a good living. I m mean, we would always have enough business. You know, of course, if I had a team, I could do more and do better and whatever, but I always knew the core business was there and that we could pay our bills and we'd make an okay living. So through. And Jenny gets a lot of Credit for putting all that data in front of me and forcing me to sit down and look at it. Um, and once I realized that and made that decision, that even if I couldn't find the right people, that I knew that there was three or four of us, that we're ride or die kind of a team, um, that it'd be okay.

Speaker B: What about the caseload, though?

Speaker A: Well, I knew I could manage that. I mean, I could either, you know, transfer cases or whatever, you know, I mean, that's not the hard part, um, in making that decision because, um, most of those people wanted to stay with me anyway. Uh, most of those clients. And so. But I'm of the philosophy that I always led. Almost always. Almost always if an attorney's leaving the office, you know, they. If the client wants to go with them, that's fine. Um, I don't fight over that kind of stuff typically.

Speaker B: Well, no, I mean, like, what if. What if the load was too great for the few of you that were left behind?

Speaker A: Well, we just don't let that happen. I mean, and the team that would have been left behind in this hypothetical, we would have managed that. I mean, I'm smiling as I say that because we would have met the moment. I mean, the. The three or four of us, core group would have met that moment, and all of us are hard workers, and we would have just done it.

Speaker B: Did you have to bill more hours because of the load after the attorneys, you let them walk?

Speaker A: Yeah, because, you know, I'm picking up their slack, um, and whatnot. But I care so much that it's probably my. My Achilles heel, I mean, because I care so much, and so do these other core people on my team, um, that we just jumped on everything and made sure that it was fun, you know, and sometimes you issue refunds, you get people credits or whatever, and, you know, even if they don't, quote, have it coming, it's just the right thing to do. So we made a lot of, you know, and we had a lot of success actually coming out of that for people, you know, and so it was a. It was a great bonding time for that core group of, you know, these three to four or five of us. And, um, so. But it's a really hard decision to make, but once you make that decision and you start to. Then. Then it all just starts to work, you know? But you have to commit to that. And once you commit to it, then. Then you can really start to build what you. The entrepreneurs out there are listening. Then you can build what you really are trying to build, you know, and

Speaker B: so one of those key team members was. Is still a paralegal.

Speaker A: Correct? She's a board certified paralegal.

Speaker B: She is your right hand 100.

Speaker A: She's what we call our Donna from the. From suits.

Speaker B: Yes.

Speaker A: I mean, she is. She's. I'd put her up against any paralegal in the state of Texas.

Speaker B: Um, I will tell you, I have never met a paralegal like her, ever. I have. I mean, I know I'm not in the work, but you can tell. You can tell. Well, and that's what we'll get to. Some of the things that she's been leading and doing in the firm. It's like, man, I mean, you can just tell how good she is.

Speaker A: Well, the combination of caring.

Speaker B: Yeah.

Speaker A: And strategy.

Speaker B: Yeah.

Speaker A: And skill. Yep. I mean, you just don't find that she's. She's special.

Speaker B: She really is. So that was one of the core team members and then an office admin, huh?

Speaker A: Yeah. And she's what I call my day wife. Her. Her name's Dina. We can talk about Dena. Um, and Dena's been with me since my Spanish law firm days. And, uh, we've been working together for, gosh, 20 plus years. Um, and then Jenny, my wife. Um, so that was really the core team. Yeah.

Speaker B: Okay. There's two elements that. When I met you guys and when you came for your retreats, I really didn't meet you much. I had a couple calls with you prior to getting into a room with you. Most of my conversation was with Jay.

Speaker A: That's a story, too. That first Zoom conference you and I had. Yeah, I had. As you know, I was having a bad day with one of those team members, and I did not want to meet you. Let's just be honest. I mean, I didn't want to have anything to do with Velocity and. And all. Uh, my wife was putting me, volunteering me to do it. And you were so gracious in that first call. Um, because that was a therapy session. I mean, you know, because it. I had. At that point, I had lost a key member that I thought, you know, was going to be really important. Um, and it turned out to work out really well and for that attorney and for us and every. Everybody. But that was a hard day. And. And you took what was probably supposed to be a 20 minute. Hi. Um, I'm Melissa. Um, and an introductory call, and I think you stayed on that with me for about an hour and a half, and you really listened. And, um, that made a Difference. I mean, it really did.

Speaker B: I mean, well, it was good for me to hear that because then you start learning, really learning what is going on. And you were. You were an open book.

Speaker A: Well, I didn't know who you were. I was just like, okay, but you just hit me at the right moment.

Speaker B: Yeah, absolutely. Well, there, there. So once we got to spend time together in the room for two days. First of all, I must say this because it left such an impression on Micah and myself. My team and I, when you. We always. Often we will do a history. We'll re. Sort of write out your history. We'll go year by year, we'll ask you questions, what changed? And. And it's good for the owner to see the whole story on a timeline, because you just been doing what you do, you know, and. And telling that story, um, can be really powerful, your timeline. I mean, first of all, it took a while, uh, because there's so much in. There's. There's a lot of weight all along the way. It's not a lot of times I'm leading these, and it's like, well, in 2014, we moved into office space. 2015, I hired a paralegal. Like, that's kind of how this will go. And I. It's my job to pull more out of them. But you guys had incredible story after story after story, and some of them were client related, but it was important. It's like a mark in your history. And that was. It was incredible. It felt like listening to, uh, a movie.

Speaker A: Well, to put that into context, as I don't always talk about me, but just to talk about me for a second as I started out in this conversation. Initially, I came to family law with a significant amount of jury trial experience, not just courtroom experience. I had, um, at that point, 89 jury trials to my credit. I mean, the courtroom was my living room. I mean, I was extremely comfortable, um, in the courtroom. And to be. To say that I valued being creative was an understatement. Um, you know, I used to train prosecutor. I got to the point where, you've seen my boxing gloves in my office, and it has. That used to be the award that I would give to the prosecutors that I was training to be the scrappiest and the most creative in trial. Um, and that just became my, you know, my reputation. I brought that to family law, and it is a True statement. In 2015, I didn't know anything about family law. Um, and so I started taking every opportunity to go to court.

Speaker B: Yeah.

Speaker A: Um, and that's where that journey sort of began. Now it started in Spanish. That's, that's a whole side rail conversation. But, um, when I came to the quote, the English market in 2015, because I, 11 years before that, I was a bilingual, Spanish speaking attorney doing a Spanish bilingual law firm. Uh, whereas where I got introduced to family law in 2015 and I, I say I jumped into the English market, I was probably one of the most experienced trial litigators in the family law market without direct experience in family law. So similar to when I was a prosecutor, I wanted to try the biggest, baddest criminal defense names. I just wanted to see if you could beat me. And that's what I started doing. Um, you know, those clients initially that became my incubator, that became my teacher because I wanted to see what you could do. And I took everything to trauma list. I mean everything. I did not make friends. I frustrated a lot of those attorneys. And because I came from the Spanish speaking world, those attorneys in the quote, English market had no idea who I was. But I was scrappy and you know, and I, um, and I learned very fast. Um, you know, and I was voraciously studying family law and the statutes and the codes and listening to whatever. There wasn't such a thing back then as podcasts. But I mean, I, you know, I was grabbing anything and everything voraciously, um, and consuming family law. I was going and watching trials, I was observing and anything I could. So that's why that journey got to be so interesting, because I started getting hired on interesting things. And honestly, back in the day, I didn't care what I got paid. If you were that name on the other side, I was like, I'm in. And I told you about that period of time in my career where I started seeing super lawyers. You know, this concept of a Texas super lawyer on the other side of a case. And I was like, what's that? And I was like, I'm pretty good in trial. I mean, I, I can handle trial. I started winning by that. You know, I started having success for clients in trial. And I was like, what are those? And so I started intentionally hunting out. And I'm going to say that word. I started intentionally hunting for cases where on the other side that was a Texas super lawyer because I wanted to see what they could do.

Speaker B: Yeah.

Speaker A: Um, and we ended up in some interesting situations like that. Ah, which made for some great stories that you're talking about. I don't know if we can talk about those on the air, but it made for some really Interesting stories. And. And I can talk about this. I called that my scalp years. Uh, there was a period of about three to four years where definitively all I wanted to do was try cases against Texas super lawyers. Um, and turns out they weren't that great. Some of them just, you know, And I. Then I went on a mission to become one. I was like, you know, I wanted to change and embody what a Texas super lawyer really was. And eventually, uh, I was able to accomplish that goal and that there were two credentials, probably professional recognitions over the course of time that really meant something to me. One was getting board certified. And, um, that matters. That's hard. Uh, getting board certified in Texas is a credential that people should not, um, underemphasize. It requires a lot of experience, which, um, that's another story. But I was able to get that, um, in the jury trials that I needed, because Now I've got 116 jury trials to my credit, and I think 14 of those in family law. And then the super lawyers, um, because it meant so much to me to go litigate against those super lawyers, becoming one and sort of carrying that banner into the courtroom invisibly, like, meant something to me, you know, so that's why there was all those interesting stories.

Speaker B: Yeah, yeah. You've said you're just collecting scalps.

Speaker A: I just wanted to scalp the other lawyers. Yeah.

Speaker B: And. And then there was a point. I don't. And if you don't want this in here, we don't have to say it, but somebody put their arm around you at some point. It was like, okay, man, we get it.

Speaker A: There's. There's a good friend and mentor of mine. I. I wish I could say his name, but, yeah, one day he literally put his arm around me. And he's known for humor, um, you know, and he tells jokes all the time, and. And his way of settling and working and let's just call it what it is getting for his clients, what they need is through being funny and building relationships and, um, and being transparent about that. Because at that point, he could carry a case in the courtroom, too, you know, and everybody knew that. And he pulled me aside and basically quietly told me, we all see that you can do what you can do in the courtroom. You need to stop being an, um, you know, and try it this way. Because he was telling me, like, I can see, like, you're a good person. Like, privately, he and I got along really, really well, and I just didn't know any other way but to just hard Charge and, and just go into court and be aggressive. And that was a professional, game changing moment when he pulled me aside like that. Um, and then I started focusing on building relationships with other attorneys, the collegiality of it all, you know, and, and working cases because now I know I can carry it in the courtroom. So then it became more about combining both, about getting along with other attorneys and building that rapport. Um, and I can honestly say now I think I've got a lot of really good relationships with our, our bar.

Speaker B: Did it take a long time for people to warm up to you?

Speaker A: Yes.

Speaker B: So, okay, so, yeah, the, the whole history timeline that we did at your retreat. And then, um, there's two things that really seem to come out of that. One, obviously you were very focused on creating the culture that you wanted to see in your firm and building that. And yeah, you say you didn't know how to do it, but my job is to pull out of your head, like, how do you do that? What do you care about? And there's some good ideas came out of you and Jenny that day, um, but also the data you mentioned. So I think it's good to give people some insight that there's a spreadsheet that we have that plans production.

Speaker A: And it's not just a spreadsheet. Come on, you're, you're not giving yourself credit. Yeah.

Speaker B: So we had it on the tv and as you're looking at it, it felt like all of a sudden things crystallized for you.

Speaker A: Yeah. You know, I was trying to think of how to, uh. Because I knew we were going to talk about this and yesterday it, the best way I could think about it is, uh, work that, that retreat and seeing that data. It's kind of like if you get a full body scan and the, uh, most amazing full body scan you can get, right? And it tells you what's wrong with your body. That's where I was. Like, I had analyzed my systems myself, the business, but what you did was you added an element. Imagine if you could do that body scan and then it gives you the following instructions to just fix it, right? Like, so you were the next level. Like you and the data and, and putting all that together, not only showed us the body scan and data form like it came to life, but then we were able to develop the plan, you know, from. You talk about it on your podcast all the time from Rocks and, you know, and, and all the systems that you helped us actually put into place. Um, that made all the difference in the world. It makes an entrepreneur like myself who was already ready to launch. It went from being scary to, well, this is a no brainer. Like, okay, so if we do this, like, this is. The level of data just made it easy to start making those decisions. I mean, it took the risk out of it.

Speaker B: That's a great way to say that. It de risks, I'd say often facts, not feelings. Because I don't know how people move forward without seeing that. I think I don't. It's hard to move forward in the best ways if you don't have a crystal clear view of what you're intending as you walk forward.

Speaker A: Yeah. And we need to give Micah credit

Speaker B: because you guys, amazing.

Speaker A: You guys were so. At that first retreat, uh, you had taken so much information and it felt like you truly knew us.

Speaker B: Yeah.

Speaker A: And I don't know how much work was involved behind the scenes for y' all to do that, but, I mean, it made a difference because when we sat with you guys, I. And I'll say it again, I fully intended to walk out of there saying, thank you, but no thanks. And I had no idea we were going to continue working together. But y' all really, y' all knew us. I mean, you, you knew the history. I mean, it was fun telling the whole ark story. You didn't know that, but, I mean, but you knew so much about us and you knew where we were and you knew the numbers. I mean, it just felt like you knew us, um, and you knew me. Um, and that was the first day we'd met. I mean, other than that Zoom conference and being in my hot tub. Um, and it just made a difference. And watching how in sync you and Mika were and, and her command of the Excel and the spreadsheet. Because for your listeners, if you sit down and do that, it starts to become, well, what if we move this here? Or, uh, what if we go here, what if we pay this person that? Or what if we put this in the budget? I mean, it was at such a micro level and that she had the ability, through your presentation to put it at the macro level that it just became zero risk to make those decisions when we left there. M to start putting this plan in place.

Speaker B: Yeah. I mean, and for those of you who don't know, Mica is our client services director. We have a client services team. Um, but at the time in her role, she was really in the. She was my right hand in retreats, and she still is for, for some clients. But, um, she's amazing. Our whole team. I love our team. So much. They're so good at what they do. And she is. Back then, it was just her and I doing client services. Yeah.

Speaker A: Uh, it was. It was in such sync that it made a difference, you know, because it wasn't clunky. It wasn't. I mean, whenever we were asking something, she was already ahead of it. Like, I mean, it was just an. An amazing synchronization and alignment between the two of you and the command of our data. Like, it just made such a difference. So that. That it was. So. It made the. Those day and a half or those two days very productive.

Speaker B: I could not deliver what the client needs without Mika. There's no way. Um, she's a rock star. Total rock star. Um, okay, so the other thing, there was data. So there was something that crystallized for you with the data. I saw it too. There was like a light bulb where you were.

Speaker A: Like a switch just totally went on. I mean, I was like.

Speaker B: And you said, what if we do X? And we would plug in what you were asking and it would show you the result. And you were like, that's what we're doing.

Speaker A: I was like, we're doing it.

Speaker B: Yeah.

Speaker A: Yeah.

Speaker B: Which I will say again, I. We talked about this a little bit yesterday, and what I'm. I'm hopeful that certain people will hear, will hear on this podcast is you feel the fear and do it anyway. Name your thing. You feel the fear and you do it anyway. And there is fear. When people see those numbers, there's all kinds of doubt that creeps in for a normal human that's. That is a normal human, um, occurrence, which is, you know, there's no way I'm going to be able to get people to hit those. The number of hours. There's no way I could pay people more. There's no way I don't see a path forward with training them to where they need to be, which we're about to move into, because you develop something pretty cool for that. It's like the thoughts that cross their mind crush the possibility, even though they're looking at the numbers and this is what need to be done in their head. There's too many barriers to actually making that a reality. I don't know. I mean, I think it's how you're built. I think it's how you're wired, but I don't know if you have anything that you can share to people who. They feel stuck, even though they can see the writing on the wall, they just have all kinds of reasons in their head. Why that's a pipe dream.

Speaker A: Well, my dad raised, um, us on a saying that can't never did nothing. And when you hold yourself hostage by coming up with every excuse, you know, not to move forward, um, can't never did nothing. And so, you know, there's that famous Bob newhart video on YouTube. Stop it if you've never seen it. Um, I use it in my practice all the time, where, you know, basically is a funny way of that definition of insanity. Doing things the same way and expecting a different result. And if your listeners, who are entrepreneurs are stuck in that cycle, that's what's going to happen. And they need to watch that Bob Newhart video. Just stop it. And. But here's the key is the data, the way that y' all gave the data. Ah. And you weren't just pitching us. I mean, let's be clear. You weren't just pitching us. You were giving us real raw. I'm telling you, it was like an mri. I mean, and. And it was. And from that, we were able to use that because the data was so good and, um, that we were able to pivot from that. And because we were already trying to launch and figure out the next path, we were able to define core values, core missions, our mission statement. Um, we had hired an attorney, like, that very day, based on that data that you had given. I was like, all right, we're going to make an offer. Let's hire him.

Speaker B: Yeah. Day one, you saw that. Day two, you came back and you're

Speaker A: like, he accepted the position, accepted the offer. Um, and, you know, and so we plugged him into the matrix of the data and we're like, we're going to make this work. And also from that day, we were able to come up with this training idea because you hit it on it based on the history. Turnover was just a key, and we had to address that. And so. And that's where this whole new training stuff came in. Because we realized in our self assessment, um, that we were missing something. We were just hiring people. And the mistake that I was making was expecting them to just read my mind. Um, and why aren't you doing it my way? And I'm off in my office. They're in their offices. You know, you've hired two or three people and you just expect them to know. And it. And through our retreat and the self. Honest self assessment, you've got to do a raw self assessment. And if you're able to do that and realize where you're failing. Right. Um, and not I don't know, contributing in the right way or doing it in a, in a, in a not successful way, Maybe that's the way to say it. And you've got to be willing to change that. And that's where we came up with the incubator idea.

Speaker B: Hey, want to watch the video of this episode? Head over to Velocityworks YouTube channel. You'll find the link in the show notes and we give away some pretty great free resources that help law firm owners who aren't clients learn some of the core principles that we use in our framework. An example is a producer calculator, which lets you put in your producer's salary and production numbers to give you a sense for how healthy your firm is and how your team is performing. Head over to velocitywork.com to try it out. If you liked this episode, please give us a review on your favorite podcast app. It is an incredibly meaningful way to help us reach more law firm owners. Thank you for listening to the Law Firm Owner Podcast. If you're ready to get clearer on your vision, data and mindset, then head over to velocitywork.com where you can plug in to quarterly strategic planning with accountability and coaching in between. This is the work that creates Velocity.

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