Voice of the Client: Dennis

In this bonus series of the Agile Attorney Podcast, we are focusing on the Voice of the Client. I am bringing you the stories of real people, in their own voice, talking about the challenges and successes they've had dealing with lawyers.

Today you will hear from Dennis, a financial planner in central California. In Dennis's Case, he's not hiring the lawyer as a client, but he is "hiring" lawyers that he can trust to handle the legal work for *his* clients.

For show notes and more information, be sure to visit https://www.agileattorney.com/podcast

Mentioned in this episode:

New Workshop: Adaptive Kanban for Legal Teams

This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients.

Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

Kanban Workshop Sept 2025

Greenline.legal is Officially in Beta

To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

GreenlineLegal Demo