How workflows will set your law firm free

“This is your path to freedom. This is how you get rid of all the stuff that you don’t want to do and that the client doesn’t want you to do.”
How workflows will set your law firm free
Summary
Notes
Transcript
CPD

Peter Aprile and Natalie Worsfold interview Andrew Currier, co-founder of PCK IP.  Peter, Natalie, and Andrew are three people that are, arguably, way too excited about the power and application of workflows in law.  The group provide listeners with a crash course on workflows: what they are, why you should use them, and how to implement them.  Also, Peter, Natalie, and Andrew share Counter Tax Lawyers' and PCK's path to freedom, efficiency, and quality and explain why, even with all the pain and suffering, “nobody would go back now”.

Andrew Currier

Guest

Andrew Currier

Andrew is a recognized leader in intellectual property, combining experience in industry, law and academia before co-founding PCK. Andrew’s industry experience includes General Counsel for a publicly-traded flat-panel display company, IP counsel for a Silicon Valley start-up, and engineer for the automotive industry.

Andrew combines the traditions of professional excellence with modern business savvy. As co-founder of PCK, Andrew spearheaded several innovations in professional practice management, notably PCK’s paperless practice which includes state-of-the-art electronic workflow and billing engines, a subject on which Andrew speaks regularly. This work has placed PCK on the forefront in the use of advanced software to efficiently deliver tier-1 professional services using transparent, “CFO-friendly” cost management tools that focus on client value rather than opaque billable-hours.

Andrew’s breadth is expressed through his practice, as he counsels clients on all aspects of intellectual property, including strategy, invention mining, branding, portfolio management, commercialization, litigation and dispute resolution, built on a core foundation of excellence in originating patent and trademark preparation, filing and prosecution. His clients span the range of start-ups to large enterprises, and he takes pride in bringing his skills to the corporate journey all the way from founding to scaling and maturity.

Peter Aprile

Host

Peter Aprile, Counter Tax Lawyers

Peter Aprile is a senior lawyer specializing in tax dispute resolution and litigation. His vision as Counter’s founder and his everyday role at the firm are one and the same: to be an agent of change, uncovering opportunities and developing strategies that achieve more than anyone expected. A creative thinker, Peter studies problems from all different angles to find what others have missed. He’s also convinced that he likes winning more than most people.

Different people describe Peter in different ways. At the CRA and the federal Department of Justice, the word relentless comes up quite a lot. Admittedly, so does the word a**hole – but it’s often said with a certain grudging respect, if not affection. Peter’s clients call him a saint. Well, some of them, anyway. His colleagues describe him as empowering and harddriving, but fair. Peter’s friends call him loyal. His wife describes him as a lot to deal with, but worth it. Peter encourages his young daughter and son to call him “The Big Homie,” though with limited success. His mother describes him with the single word mischievous – before going on to complain that he should call more.

Read Peter’s complete bio →

Natalie Worsfold

Host

Natalie Worsfold, Counter Tax Lawyers

Natalie is a tax lawyer who represents individual taxpayers and owner-managed businesses in disputes with the Canada Revenue Agency (CRA). She also successfully challenges CRA decisions denying taxpayer relief and helps facilitate applications under the Voluntary Disclosures Program.

But what you really need to know about Natalie is that she’s a tax litigator with heart. When she takes a case, it’s not out of technical interest – it’s because she cares. And if she believes the government has got something wrong, she won’t stop until it’s been put right. She’s fierce.

Natalie is the co-architect behind many of Counter’s process workflows, software and data analytics systems, as well as our comprehensive knowledgebase (loving named Hank). And when it comes to preparing cases, she’s Counter’s secret weapon – happiest when elbow-deep in evidence, meticulously building creative solutions to seemingly impossible problems. Because the fact is Natalie sees things that other people don’t.

Natalie’s family and friends describe her as loyal, selfless, understanding and fun. They also mention stubborn. To her Counter colleagues she’s a combination of stellar brainpower and contagious enthusiasm who elevates the game of everyone around her.

Read Natalie’s complete bio →

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