HeyCounsel Pulse (April 25, 2024)

Another exciting week in the HeyCounsel community, here's what you may have missed...

Author

Brian Scherer
April 25, 2025 • Estimated Reading Time: 6 minutes

Hey HeyCounsel Family, we’re testing out a new newsletter format, so please let us know what you think!

🌟 the tl;dr

  1. 27 new opportunities this week! And they’re popping up in new places, including one for a Nevada real estate attorney; employment side attorneys in Minnesota; and Missouri attorneys to address a commercial matter.

  2. What type of events do you want to see brought to you by HeyCounsel? Make sure to vote in our poll and provide and feedback.

  3. Don’t forget to attend our upcoming events, including a new series called “Wins & Lessons Learned”, a session about Trust Accounting, and more.

  4. Members were asking for help with independent contractors in Russia, the impact of a divorce on ISOs, recommendations for a shipping broker for hard goods into Latin America, and much much more.

  5. We’ve got new templates (sourced by members) including an Engagement Letter for a Portfolio Company; IP License Agreement; and Membership Interest Purchase Agreements (Buyer-Friendly).

  6. Zerina Curevac, Chris Spillman, Noah Zimmerman and Dwayne Smith and are new to HeyCounsel. Please welcome them!

📆 Upcoming Events

  1. Wins & Lessons Learned, Marketing (5/3) - Registration Link - The community comes together to share wins and lessons from recent marketing efforts.

  2. Trust Accounts Q&A (5/15) - Registration Link - Kimberly DeCarrera offers her expertise for a casual Q&A session around trust accounting.

  3. Wins & Lessons Learned, Operations (5/16) - Registration Link - The community comes together to share wins and lessons from firm operations changes or efforts.

  4. Fractional GC Meetup (5/21) - Registration Link - Our fractional GC meetup where we answer questions and talk strategy.

  5. HeyCounsel Lunch Club (5/30) - Registration Link - It’s back! Our first 10 registrants get a $10 Uber Eats credit on us!

🚀 New client opportunities this week

Here are a few of our favorite opportunities that have popped up this week. Want the full list? Head to our dashboard or jump in to our #03-opportunities channel!

  1. Nevada real estate attorneys as part of a small business transaction.

  2. Employment side attorney in Minnesota.

  3. Missouri attorneys with commercial experience.

  4. Referral for a breach of contract case in the Ninth Circuit - Orange County, FL.

  5. New Jersey estate planning attorneys to assist a fractional CFO.

  6. A client seeking help understanding tax treatment of funds paid to creators.

💬 Discussion Spotlight

Building a Mental Health Platform

HeyCounsel members pitch in to better understand a client’s needs in the mental health space.

Shipping Items to Latin America

The community gave some recommendations. First, clarify what you're shipping—some items may be subject to U.S. export controls or new tariffs. If you're just seeking an alternative to FedEx, these are widely available in Latin America, including Argentina, Puerto Rico, Colombia, Brazil and Peru (consider DHL). That said, shipping the hardware (depending upon the items) is likely the easiest part...

Collections Agency Recommendations

The community discusses the efficacy of using a civil litigation firm vs. a collection agency to collect an unpaid debt in Florida. The community also has a significant number of recommendations for collections agencies.

⚡️ Legal tech and vendors worth talking about

Our members always have some interesting things to say about a few tools and vendors…

  • What are the benefits of using the paid version of ChatGPT? And ChatGPT v. Grok?

  • Whether it is ethical to use Claude with Gmail?

  • How many people use and love Clio?

🏆 Member of the Week

Kimberly DeCarrera

 🌉 Background: Kimberly is both a Fractional GC and a Fractional CFO based in Atlanta, Georgia!

👑 Something they did in the Community: Kimberly recently offered to do a community Q&A session for Trust Accounting for the group on Thursday, May 15.

👋 Meet our newest members…

  • Zerina Curevac - Zerina is a SF-based in-house lawyer specializing in privacy, cybersecurity, product counseling and AI governing.

  • Chris Spillman - Chris lives in Charlottesville, VA, has 5 kids, coaches football and is the Founder/Managing Director of an international boutique practice, with a focus on private and public M&A, commercial deals, JVs and litigation.

  • Noah Zimmerman - Noah is a member of The Saidi Firm, a boutique based in Raleigh, NC where he represents PE firms, family offices and their portfolio companies in debt financing.

  • Dwayne Smith - Dwayne owns a solo practice in Kansas City, MO and focused on labor and employment workplace investigations on behalf of employers.

Till next time,

HeyCounsel Weekly Pulse