Episode Notes

Step inside a real-world example of legal innovation as two Lawyerist Lab members, Rachel Allums and Allison Harrison, reveal how they partnered to create Safe Sendoff, a new company addressing common legal needs for young adults.

Rachel and Allison identified a need for legal documents like powers of attorney and HIPAA releases when young people turn 18. They decided to join forces, sharing costs and leveraging their individual firm experiences to develop a product that serves both young adults and their parents. Beyond providing crucial legal forms, Safe Sendoff also includes an “Adulting 101” course, which educates young people on the responsibilities and rights that come with turning 18, covering topics from employment rules to filing taxes.

Their discussion highlights a new service delivery model offering automated, cost-effective solutions. Rachel and Allison share how their experience running their individual law firms informed their approach to building Safe Sendoff, allowing them to expedite the process of defining their purpose, vision, and ideal client. They also emphasize the benefits of working with a shared coach through Lawyerist Lab, which helped keep them on track. You’ll learn about their commitment to transparent, upfront pricing and their focus on delivering valuable legal support through recorded explanations and automated processes, making high-quality legal information accessible at a fraction of the cost.

If this discussion sparks questions about optimizing your firm’s operations or identifying new opportunities, consider exploring the “free small firm scorecard” at lawyerist.com/scorecard. It’s a quick assessment to help you get a data-driven view of your firm and identify areas for smart improvements as you embark on your own innovation journey.

If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? Check out our coaching community to see if it's right for you.

  • 9:31. Introducing Safe Sendoff: A New Venture
  • 15:14. The Partnership Journey: Challenges and Synergies
  • 22:46. The Business Model: Beyond the Billable Hour
  • 28:53. What's Next for Safe Sendoff: Marketing and Growth

Transcript

Stephanie Everett:
Hi, I’m Stephanie.
Zack Glaser:
And I’m Zack. And this is episode 5 63 of the Lawyers Podcast, part of the Legal Talk Network. Today, Stephanie talks with lab’s, Rachel Allums and Allison Harrison about their new business Safe Sendoff.
Stephanie Everett:
Today’s show is brought to you by Net Documents and you’ll hear Zack’s conversation with them shortly.
Zack Glaser:
So Stephanie, we’ve had a tool on our website called The Small Firm Scorecard for years at this point, and it had been a minute since it had been updated, but we got the thing out new now, don’t we?
Stephanie Everett:
Yeah, we kind of did a complete overhaul of it. I mean, if you’ve taken it before, now’s the time to go take it again. I’ll say it used to be 50 questions and it was sort of up in the air as to it just said, are you a one or a 10 or somewhere in between without a lot of guidance. And so it was time for a refresh, and so now it’s 20 questions, so shorter with options that really define what a one looks like versus what a five looks like. So I think it’s going to be even more insightful because there’s so much information even in the answers, if that makes sense.
Zack Glaser:
Yeah. One of the things I’ve noticed going through some of these things and building it and putting it into our forms and whatnot is that it felt like one big letter grade in the previous iteration of this, and now it feels a little bit more specific because we’ve broken it into our healthy firm rubric, healthy clients and healthy owner and all that, and it feels more like, okay, well I might be killing it on healthy profits, but I’m fundamentally an unhealthy owner and kind of really getting into everybody’s law firm is different. Where is it? I think it gives more information even.
Stephanie Everett:
I think so too, and I think it also, no matter where you grade yourself now, and again, it’s not about judgment, it’s just information. Taking an assessment and taking stock on where you are right now, where are you strong and where are the opportunities? But what I love about the new format is even in the answers to the questions, it will give you an idea of what those fives look like. What is a thriving firm and how does that look and feel that’s different from a firm that’s maybe struggling or still learning to optimize. And so not only are you going to have a clearer picture of where you are today, but you’re going to have some insight into what it could look like and what next steps should be.
Zack Glaser:
We would encourage everyone listening whether you’ve taken the scorecard somewhat recently or whether it’s been a couple of years since you’ve taken the scorecard, to go to lawyerist.com/scorecard and take a look, give it a shot, see how your firm lines up
Stephanie Everett:
And bonus as part of that process, you’ll be asked if you want to connect with one of our coaches for a little bit more deep dive and insight into your score and what some next steps could be for you and your firm. So make sure you take advantage of that too.
Zack Glaser:
Well now here is our conversation with our sponsor guest and then we’ll head into Stephanie’s conversation with Rachel and Allison. Hey y’all. Zack, the legal tech advisor here at Lawyerist, and today I’m joined by Patric Thomas of Net Documents and we are talking about, well, a little more than document management. Patric, thanks for being with me today. Thank you for having me. NetDocs is one of, if not the biggest player in legal document management sphere. Certainly the biggest one that I run into. That means that people that use it really tend to have a lot of documents, a lot of documents that they need to organize, a lot of documents that they need to create or something of that nature, which has classically kind of kept some of the smaller firms out of being able to use net documents to its fullest, to its fullest extent and be able to capture the value of net documents. But that’s changing now that whole idea because Net Documents is delivering something slightly different now.
Patric Thomas:
Absolutely. One can construed last generation was really the evolution of DMS into cloud-based concepts. You had these huge volumes of documents you needed to be able to store, you needed to be able to search and you need to be able to organize, and that’s now just the table stakes where everyone needs to be at to even have a working document management system. But the new evolution of where document management is really coming is finding the key unique documents for that particular firm and how those documents can have their work magnified through ai, through document assembly, through a lot of other things. And that changes the stakes between a small and a large and large firm are going to have the same number of perfect documents based on practice group. And so you really can get a lot of use out of the small ones when you used to have to have a hundred thousand documents in a cloud service to really be kind of getting the value, you’re now getting the value by having great small numbers of documents, you know exactly what you need
Zack Glaser:
Because it’s not just about organizing those documents anymore. It’s not about putting them in the cloud and being able to access them. It’s about leveraging the information that is in those documents really
Patric Thomas:
Absolutely. Being able to see where documents have been successful in the past, constantly refining your best documents intelligently, being able to see the evolution of the work that you’re doing and being able to produce greater and greater quality on that allows small law firms to really punch above their weight without having to have the manpower of 50, 60 people all looking O’S eyes in those documents.
Zack Glaser:
Right. And correct me if I’m wrong here in the net documents space y’all are working on and have delivered some age agentic ai, some things that can actually take information and do something with it as opposed to just finding the next word in an email that you want to use.
Patric Thomas:
Absolutely. Some of the stuff that we’re also right now, Deming and news should be released by end of year. You’ll be able to directly use AI conversations to change parts of your documents and it will confirm if you like those things and how you want them to evolve. You can say, I have a particular pleading and my client is this particular data and these are the things that I’m changing, and it will recommend the changes in the document for you to physically be able to approve or deny them. We’re also basically allowing people to kind of get searched to the next level where you’ll be able to have conceptual searching topics instead of saying, I’m looking for this particular line, you can then instead say, I want to find all my cases that have this particular type of case in it and it would actually be able to extract that data and get it for you. Being able to use AI to not just change your documents but also find the best stuff is allowing you to be able to use both pieces of it to succeed.
Zack Glaser:
Right. Well, and acting upon these documents and the previous podcast that we just did with Dr. Bel, we were talking about agentic AI and acting upon these documents and actually taking steps. To me, that means that a savvy attorney, a savvy solo or small firm that wouldn’t normally be able to say, oh, I’m absolutely getting the value that I want out of net documents, could kind of honestly punch well above their weight by using these age agentic tools to physically do things that they would generally have to hire somebody to help them do.
Patric Thomas:
Absolutely. There is a particular person I worked with where they were a partner at a very mega firm kind of in America, and they decided to become a solo practitioner and they were able to even maintain some of their clients that they were having, being able to use AI and act as if they had huge staffs and huge support groups when they were just doing solo practitioner work. And he was said that net documents through the AI tool allowed him to be able to still hit at the weight he did when he was with a big firm.
Zack Glaser:
Yeah, that’s what I’m actually seeing in the evolution of net right now. So, well Patric, that’s about the time that we have here. Where can people connect with net documents?
Patric Thomas:
We always can connect with net documents. There’ll be a link inside the podcast here though. You can get a meeting with a salesperson to find more data. You always can look at our website and we also will hopefully be on other episodes of the lawyers to give you more data.
Zack Glaser:
Absolutely, and you can certainly find you guys@netdocuments.com. There’s a ton of information there, educational information and information about the product and how to use it. So Patric, once again, thanks for being on the podcast.
Patric Thomas:
Thank you, Zack.
Rachel Allums:
Hi, I am Rachel Allums. I’m an estate planning attorney out of the San Diego area in California and I am thrilled to be here to talk to you today about our new venture safe sendoff.
Allison Harrison:
I’m Alison Harrison. I am from Columbus, Ohio. I run an estate planning and business litigation firm, and I’m business partners with Rachel and Safe sendoff.
Stephanie Everett:
Well, welcome back to both of you to the show. You’ve both been on before individually talking about your individual law firms, but today we’re doing something different because you guys have now partnered up and you have a new venture together. So tell us a little bit of the backstory. How did that happen?
Allison Harrison:
Yeah, so Rachel and I met in lab, the conference through lawyer, we’re both in lawyer coaching and we were talking about what we were doing, what we were thinking about individually for our own firms and this concept. We both were like, oh yeah, I want to build that. And I don’t think either of us had gotten to build it. We saw each other again and we’re like, yeah, no, we should really talk about how are we going to build this thing, which is its powers of attorney. HIPAA releases, FERPA releases, things that kids who turn 18 or young adults need when they turn 18 and their parents need. And so we’re like, well, we could build this each separately on different parts of the US or we could come together, join forces, share costs, and build it together. And so that’s kind of over a period of a year, I think Rachel, we flushed out the concept and then started building.
Rachel Allums:
Yeah, absolutely. I think that gave us an opportunity that was unique because Allison and I wouldn’t run in the same circles ordinarily she’s in Ohio, I’m in California. We both practiced similar areas and there’s a little distinction around the country, but to have a similar idea and sort of be parallel development of these ideas is doable. But when we realized we really could join forces here, we’d have somebody to depend on, rely on as we’re both busy CEOs of our own individual firms, it was a real kind of breath of fresh air to say, okay, I think we can really do this if we do it together. So that partnership has been invaluable for us for sure.
Stephanie Everett:
I feel responsible for this little new venture that you’re doing. And so you kind of described it, but essentially you guys are come together and it’s what automated, I mean, how automated is it? It’s services for folks who are heading off to school. They don’t realize you’ve turned 18, now you need some legal documents. Fair.
Allison Harrison:
Absolutely. That’s
Stephanie Everett:
Part of it. And the other part is what
Allison Harrison:
Does it mean to be 18? Rachel has recorded a great course on what are the rights responsibilities you get with that big birthday. I always say I was so excited to buy lottery tickets that I don’t think I thought like, oh crud, I’m responsible for myself now. And so that’s also part of the offering. It’s just like, what else do you get to do at 18 besides buy lottery tickets?
Stephanie Everett:
I just want to pause and tell you guys, I did not know that I love this. This is so amazing. And it’s such a good point too. You’re educating your clients in a way that, I mean, you’re right. Nobody told us when we turned to 18, okay, you get to vote, but what else does that mean for your life and what are you responsible for? And I just love when we as lawyers get to step in and make better people. So bravo, I’m super excited about this.
Rachel Allums:
Yeah, I think that was really born for me out of a real desire, as you said, to educate young people because I have two young adults in my life as well. My children are 22 and 24, both recent college graduates both went somewhat away for school, one kind of near to home one a little further. And it was eyeopening for me even as an estate planning attorney realizing, gosh, what we’re cut off sort of instantaneously as parents even in high school as most kids are turning 18 before they even graduate. So suddenly they’re being called into the office to say, listen, do you want your parent or guardian to still have permission to do this or that, or do you want to take control and sign yourself out of school or whatever it is that you want to do. And that’s how the law works and many parents are uneducated about that as well.
So it’s sort of a startling, rude awakening when that happens. So from my perspective as a mom sending kids off to school and then some of my friends sending their kids off into the workforce, anywhere they’re going, the military, they just want to make sure that if you need somebody to support you, you have that. And so not only is it providing these legal documents, which are so imperative, but that education, that’s why the adult adulting one oh one webinar was born. Kids don’t have year of legal age to get married. You could have a family. What does that mean if that ends and you have children? What about making that simple lease for an apartment the first time out, having a job for the first time and understanding what are the rules about being an employee or an employer? They’ve never experienced filing taxes, most of them.
So it’s just a real introductory seminar and making sure that they understand and in speaking to them, that was something Alison and I both agreed on. I think early on in creating safe sendoff is we always talk in Lawyerist about sort of your ideal client, and we have a twofold client here. We have the parents who will probably be the drivers of this because they’re worried about their kids. They want to make sure they have that support. But we wanted to speak to those young adults and respect the fact that they are the adult in this, they are the client in this exchange with us. So really speaking to both clients to make sure that parents feel understood and that they have some basic information, but really that the kids are the ones, these are young adults rather, that we want to talk to and address their needs and their concerns.
Stephanie Everett:
Love it. How was it for you two? Rachel, you’re in California, Allison, you’re in Ohio. So I mean you could get a little bit further away from each other if you tried, but how was it to come together and work together on this project? That process been like,
Allison Harrison:
I mean, I think that’s why it took us so long from concept to release to the public because it is not our day job. We both run law firms and at the same time we were building this, I think we were both growing quite a bit and our firms, and so it was really difficult to find the time. It was for me calls it eight 9:00 PM weeknights or on the weekend. And I think I interrupted Rachel’s pickleball more than she really wanted me to because I was like, oh, we need this call. That’s Sunday during pickleball, it was midday for her.
Rachel Allums:
It was a little bit of a challenge. I’ll say, Stephanie, because of the distance, Eastern time, Pacific time, just making sure we both were at a meeting at the same time was a delightful challenge at times. But I think what really worked well for us is that both of us being solopreneurs, we know how to get things done. It’s a matter of priority. And so both Allison and I were really good about getting together, prioritizing what’s next, and then relying on the resources we already had. We wanted to really make this a lean business from the beginning because we’re already floating our firms and growing them, as Allison said, so making sure we were being really resourceful and we both have staff members that we could rely on for this, and we found an excellent web developer who really walked us through all of the different components and worked well with us. But for us to coordinate timing was probably the most challenging. And as we’ve experienced as lawyers and leaders of our firms, we can definitely be the bottleneck. So when you pair two bottlenecks together,
Allison Harrison:
Sometimes
Rachel Allums:
We reach a little bit of a sticking point and each of us would say, oh, I think we need to meet. I think maybe we need to get some things going. I don’t know if I’m behind if you’re behind. So we gave each other a lot of grace in that because obviously we both understood we were in the exact same boat, and that’s what also made that partnership work well,
Allison Harrison:
And the other part that Rachel didn’t mention is we have a shared coach through Lawyerist, and so she knew we were working together, and so she would check in and keep us moving, which was incredibly helpful because a few times, I don’t think always, but a few times I think we were so focused on something within our firm that this didn’t get the attention it deserved, and she would slightly nudge us to say, where is it? Have you sent it off yet? And that definitely helped to get this further along.
Stephanie Everett:
Yeah, I mean, happy coincidence that you both were working with the same person inside Lawyer’s Lab, so yay. I’m curious though, because this is a second venture for both of you, did you approach it differently than you did when you started your own firms and what did that look like?
Allison Harrison:
Well, that’s a really good question, Stephanie. I feel like I have grown so much since I started my own firm that I almost have to approach it differently because I’ve learned so much in a decade of running my firm. And I think that was really beneficial. And with Rachel having a very different experience and growing her firm, it was really nice to have both perspectives on bringing this to market. Rachel, I don’t know if you feel
Rachel Allums:
Yeah, I agree. I think for me, I did approach it differently in some aspects. So I’m definitely a planner. I mean the strategy and kind of building it the right way the first time, I think I tend to be more in that linear pattern thinking, and Allison is a little bit more explosive thinking, which I love. She will just grow in leaps and bounds and spurts, and I’m very methodical of step, step, step, check, check, check. So we really balanced each other well, it actually worked out to have that. But I think for the firm, I look at this business as another iteration of the firm, right? Because it is still adjacent to what we do. It’s another service offering that can meet the needs of our clients who were already in existence. These were things we were doing for clients anyway, we were bringing in families, and then their young adults would turn 18 and we’d be preparing these forms. But it cost effective, no, not really. It just didn’t make sense. We couldn’t commit the kind of time that was impactful for the client in the way we wanted to. So this really helped to do that. So for me, I think I approached it differently only in that obviously I didn’t have a partner in the firm, so sharing the load and making sure it was balanced was important, but looking at it as somewhat separate and distinct, but as more of an iteration and another offering of the firm I think was important for me.
Allison Harrison:
I think for both of us, it was a learning experience on how to work with a business partner. We both run our firms by ourselves, and I think that was a really cool way to learn, grow, change how our brain thinks a little bit. Yeah, Rachel is much more methodical and I’m going to say fits and spurts, right? I go hard and then I’m okay. And so it was nice to have the balance.
Stephanie Everett:
It’ll be curious to see what you bring from this experience back to your firms, right? We’ve been talking about how your firms have now informed this new venture, but I could see it coming full circle, so that’ll be cool. I mean, I do think you guys approached it differently, even if it’s not obvious to you, because obviously you’ve learned so much inside of lab. I mean, come on, we’ve been teaching you the right way to build a firm, so this was your chance to mold it from scratch and be like, okay, I’m going to do it differently this time.
Rachel Allums:
Just coming from that same shared language and perspective of understanding what is our purpose, what is our vision? Who are our clients? How are we going to build this? So we could come up with the structure, and then once we got into how was done or the why was there, then we started with how pieces and getting all of the task work done. But to be able to come together, even at Lab when we first decided we should partner up on this, we could be much more impactful. We can serve nationwide, and this would be a really big leap for us forward in our firms and in accessing and providing legal information and support to clients. So having that ability to sit down and say, well, what does it look going to look like? What is our real goal here? That was really important for both of us, I think.
Allison Harrison:
And I think we got to it faster than we did in our own firms because of our experience. We were just like boom, boom, boom. Okay, who’s our ideal client? Let’s catch it out. Okay, great. Now what social channels are they and how do we market? And we were able to, I don’t want to say expedite that, but we both knew here’s the next step we need to think about let’s, let’s move forward. Methodically, as Rachel likes to put it, right? We’ve learned what that method is.
Rachel Allums:
Even the support of the lawyer as coaches that are not our primary coach, being able to go to our tech coaches and say, listen, this is what we’re building. We’re trying to run lean. We need an all-in-one backend to run the business portion, the client contact the CRM, what would work best here? Because it’s clearly not the same as what we need for our firms. And to be able to have just little feedback, that was super helpful for us. Again, to just keep it really streamlined and focused, get the answers and keep moving forward. Otherwise, we’d probably still be discussing and weighing and trying to research, but to have that, it’s like having a whole support team. I mean, it’s not like it is. We have a whole support team in our Lawyerist lab community. It’s not just our one coach who propels us forward. It’s having access to all these other coaches that can touch on different areas of the business and give us feedback, Hey, we’re doing this. What do you think? Or beta test or look at something for us. That’s been a huge resource.
Stephanie Everett:
So talk to me a little bit about how you guys approach this business in terms of the model. So as you know, we talk a lot around here about killing the billable hour and how that shows up in lots of different ways, and I do think this new service is in line with that in the way you’re thinking about it and the way you’ve built it. So I just would love if you would touch on some of that too.
Allison Harrison:
Yeah, we wanted something that was cost effective, and I want to say reusable, right? It’s an evergreen product that can exist out there. Certainly if there’s updates and laws, we can go tweak it, but by and large, it is something that could be used today, tomorrow, a month from now, and it’s still relevant and it’s cost. If you paid us each individually to draft these documents or to give the adulting 1 0 1 seminar, it would be in far excess of what safe sendoff has it available. And it’s because we built it off of automations or self-service tools, and so you can get it to our clients or customers much quicker and cost effective than if we did it individually.
Rachel Allums:
I agree. And I think what’s also important there is that for us, we wanted to make sure again, the service there was there, you were still getting legal support from legal professionals. There’s a lot of tools out there from non-attorneys who are in that space trying to help with some of that. We don’t want to be a DIY, we’re not a do it yourself or do it with help, right? Do it with guidance is we want to make sure you have that same benefit of hearing our voice, getting our experience and our education, but you’re going to pay a fraction of the cost because we don’t have to say it every single time we’ve recorded these things, we’ve automated these things, so we’re able to put out a product, as Allison said, that’s evergreen, that is out there existing separate from us, but you’re able as a client to get that same value that you would if you were in our office. And then we can be transparent about the pricing. It’s all upfront. You pop on the website, you decide what you want. No, well, if I spend this much more time or that much more time, it’s super clear. And that keeps the business streamlined as well.
Allison Harrison:
And I think just to kind of piggyback on what Rachel said, we also build in a lot of videos. I think that’s something that we both have worked on in our firms independently, and so there’s explainer videos throughout the whole process, so it’s more than you’re getting a form, you’re getting like, oh, what is an agent? Do you really need this? What do these terms mean that are not normal to most people. Attorneys, we deal with ’em all the time, but most people, and it’s certainly not recently turned, adults are not going to be super familiar who want to make sure that we had those explainers that you would get from either of us if you’ve met with us built into the product.
Stephanie Everett:
That makes a lot of sense. So I don’t know, let’s test this out a little bit. Was there a lesson you learned along the way or something you guys wish you’d done differently? It’s out in the world now and that’s awesome, but what’s a takeaway or advice maybe you’d have to someone who’s listening that’s like, huh, could I do something like that?
Rachel Allums:
I think partnering with the right person is important and having a clear vision of what both of you want as well as clear expectations. What’s the timeframe? How much are we both going to commit to this? We are business partners, so there’s a financial component to it. Each of us have to be clear and upfront about that, and many solos, at least that I’ve experienced. Part of the reason we like being solo is we don’t need to share any of that with anybody. We’re in control of the financial ship. We steer it, we know what’s happening, we decide what gets shared, and that’s what I think tends to keep people out of partnership. It’s a lot of vulnerability there as well as you’re depending on somebody else, and most of us are very independent. We like that as well. So I think picking a partner and being really clear upfront is really important in doing something like this for sure.
Allison Harrison:
And I think the other piece is just carving out time. If we went back and did it again, I would’ve set out a schedule and been like, okay, this is the increments we’re meeting. Let’s just already block our calendars. Because as a side hustle, our primary jobs tended to take over, and so it would take us two, three weeks to get a meeting scheduled. So that’s the only thing I think we probably go back and change,
Rachel Allums:
And I think we’re learning where we need to continue to expend either time or energy in making sure that this is going to get off the ground. We built something amazing, it’s working well, and now it’s turning into how do we get clients there? How do we get the word out? So that marketing piece and really learning where we’re both pretty bright, we’re both excited about trying these things, but we also know our limitations and that we only have so many hours in the day. So really making sure that we choose the right partners to help us. Now at this point, to move things along, I think is important too, is knowing when you shouldn’t be taking on more. Even though we can, right? Each of us is skilled enough or can figure it out, we shouldn’t be spending our time figuring out those things. We should be employing people who are experts at that and can do that as well. I think that’s important for us to keep in mind. Both of us are very like, well, we could just do this. I’ll just design this. I’ll write this, I’ll create this. So it’s a matter of just kind also putting a little pause on ourselves and going, yes, you could. Just because you could doesn’t mean you should.
Stephanie Everett:
Right? And Alison, something you said too just reminds me because you guys are each running your own businesses and then you created a new business on top of that. And I think sometimes we’re ambitious and we know we can conquer the world and do all the things, and it’s easy to sit here and be like, oh, I’ll just start this, and it’ll be a little side hustle, and I appreciate that Sometimes as I’m coaching people, it’s not that I want to dampen their dreams, but I want to give that reality of, but this is going to be hard work and it’s going to take time and effort, and it’s a balancing act, and can your main business survive that? So I think that’s an important part that you just kind of spoke to
Allison Harrison:
And you forget how hard it is to start from scratch, trying to figure out where you buy your domain, what do you name it, those things, at least I think for both of us, we’re so far in the rear view mirror from our firm that when we sat down to do it, we’re like, do you remember how we buy that thing or set up an email? It just exists and it’s worked for so long
Rachel Allums:
And it changes. The technology’s different than when we did all of that as well, so we’re not like, oh, I just did that last week. No, that was years ago. Yeah, keeping up
Stephanie Everett:
What’s next? What are we going to do with this thing or something
Allison Harrison:
Else. No, I think our goal now is just to market the heck out of it, right? It’s graduation season, at least in Ohio. It will be out in California shortly. And so it’s really targeting those folks that are facing this reality if their kids are now going off away from home, and this is certainly on parents’ minds. I don’t know that it’s necessarily on kids’ minds, but it’s definitely on the parents. And so it’s reaching out to them, making sure that they’re aware that they have resources and can take action. And so I would say see more of us on social media because we’re going to be there and we’re going to be loud.
Rachel Allums:
Yeah, I would agree. It’s really about making sure that people know about the resource. It’s so valuable. We want to make sure that it doesn’t stay under wraps for sure, that it’s a nationwide product. It can be used anywhere by anyone, which I think is fantastic. And one of the things we offer also is you could book a call with an attorney. So if you really feel like you need that extra help, and so we are currently building out our network of attorneys in each state, and we’re using a lot of our Lawyerist context for that. People we know like and trust, which is phenomenal. So I think it’s really making sure that we have put the best effort behind getting this out there in the world before each of us moves on to the next thing that we’re already excited about and all have in the hopper because we both already have things we’re excited about and we want to do next. So it’s really just making sure that we don’t jump to the next thing before we have fully given this thing all that it needs from us before we move forward. Yeah.
Stephanie Everett:
Yes. More sage advice. Sounds like you’ve been talking to a coach lately. I love it. As you guys were talking, I’m just going to make a plug for this because I’m proud of you and I want to support you, but for our attorneys listening, I’m sure that occasionally you do get these calls, and especially if this isn’t your area, it might sound easy. Oh, I could go, how hard would it be to create a couple of forms? But it’s time, right? You make more money off of a No. Here’s an easy way for, you can just send someone to the website, they can get it super cost effective because of the way you guys have built the product. The attorney can have that great, thank you for sending us to an awesome referral. And the attorney stays focused on what you do best. Because as lawyers, it’s so tempting for us to be like, but I could just do it. And that’s where we get ourselves in trouble because I don’t practice this area every day and I don’t know the things, and then it’s frustrating and hard,
Allison Harrison:
And it takes 10 times longer. Anytime you do something for the first time, it’s going to take you way longer than if you’ve done it a million times. And thank you.
Rachel Allums:
I think one of the things we’ve learned even in lab is just be a great resource for your clients. And as you said, if that means I’m making a great referral, I’m providing access to a product that even it’s not mine, that’s a great way to serve your clients, and we’re happy to do that.
Stephanie Everett:
Awesome. Well, I am so excited for you guys. I’m so grateful that you came onto the show today to talk about it, because I think it’s a cool thing that’s happened that you guys have come together this way to start this business and even the way you’ve started it, but then how you’re approaching it. There’s a lot of lessons that can be learned in here. So I just want to thank you both and say I’m over here cheering for you, I’m sending you guys referrals, and I can’t wait to see what’s next. Thanks, Stephanie.

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Zack Glaser

is the Legal Tech Advisor at Lawyerist, where he assists the Lawyerist community in understanding and selecting appropriate technologies for their practices. He also writes product reviews and develops legal technology content helpful to lawyers and law firms. Zack is focused on helping Modern Lawyers find and create solutions to help assist their clients more effectively.

Featured Guests

Rachel Allums Headshot

Rachel Allums

Rachel M. Allums, Esq., is a licensed attorney focused in Estate Planning, Probate and Trust Administration in Poway, California, a suburb of San Diego. Rachel is a solo attorney heading Allums Law, APC. Allums Law helps families, professionals, retirees, and seniors craft customized estate plans that provide control, support their goals, and prepare for life’s transitions. Rachel’s success is based on a five-star client experience. Her affordable flat-rate model pricing, along with the education-focused and empathetic approach to all clients is highly appreciated. Rachel focuses on building long-term relationships as a Primary Care Attorney to be the first call you make when legal challenges arise. Rachel is also a proud volunteer for the San Diego County Bar Association’s Wills for Heroes program and currently serves on the San Diego County Bar Association’s Programs and Education Committee as a member of the Leadership Speaker Series Committee and the Leadership Academy Curriculum Committee.  

Allison Harrison headshot

Allison Harrison

Allison has been running ALH Law Group for over 8 years. When she started her firm, she did so with an eye toward efficiencies and removing the unnecessary (and expensive!) work attorneys regularly engage in. Her practice is dedicated to providing competent and cost-effective legal representation to small business owners, concentrating on litigation, transactional business work, and compliance in the retail automotive industry. Outside of running her practice, Allison likes to cook, hang out with her two cats, Olivia Benson and Ellie Stabler, and travel with her wife, Heidi.

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Last updated June 4th, 2025