The Circle of Trust
The Circle of Trust
Podcast Description
The Circle of Trust is a safe and objective space where law firm owners and personnel uncover marketing insights to scale their practices. Whether you’re a solo practitioner or part of a multi-partner law firm, our episodes are packed with actionable advice to grow your firm, boost revenue, and achieve your goals.
Podcast Insights
Content Themes
The podcast focuses on legal marketing strategies, financial management, and practice growth, with episodes covering topics like law firm profitability, financing options, and actionable insights for revenue enhancement. For instance, episodes include practical advice on spending tracking and financial projections, making it invaluable for legal professionals seeking development strategies.

The Circle of Trust is a safe and objective space where law firm owners and personnel uncover marketing insights to scale their practices. Whether you’re a solo practitioner or part of a multi-partner law firm, our episodes are packed with actionable advice to grow your firm, boost revenue, and achieve your goals.
Episode 54
In this episode of the Circle of Trust podcast, hosted by law firm CMO Keith Dyer and powered by LEXGRO, Keith interviews Richelle Bauman and Jose Torres of Lawbox, a company providing “pre-litigation as a service” for personal injury firms from client onboarding through demand drafting.
They explain how Lawbox acts as an extension of a firm by opening claims, gathering records, coordinating treatment, establishing liability with attorneys, drafting demands and medical chronologies, and using proprietary technology with a human-in-the-loop model staffed by experienced U.S.-based case managers.
The discussion covers common firm pain points, especially intake breakdowns, poor CMS data transfer, and excessive time-on-desk, and how Lawbox builds systems to improve cash flow.

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