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Unbundled Attorney Mastermind

Updated 9 days ago

Business
Education
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In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.

Read more

In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.

iTunes Ratings

10 Ratings
Average Ratings
6
3
0
1
0

I benefit from every episode

By Rpdst3 - Nov 28 2018
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This podcast has expanded my imagination of how, as a new attorney, I can begin generating income with a new practice.

Amazing podcast for attorneys

By John Dennis | Smart Time Onlin - Jul 17 2018
Read more
If you’re an attorney and not listening to this show, you’re missing out! This podcast is loaded with super valuable advice and strategies for growing your practice the right way.

iTunes Ratings

10 Ratings
Average Ratings
6
3
0
1
0

I benefit from every episode

By Rpdst3 - Nov 28 2018
Read more
This podcast has expanded my imagination of how, as a new attorney, I can begin generating income with a new practice.

Amazing podcast for attorneys

By John Dennis | Smart Time Onlin - Jul 17 2018
Read more
If you’re an attorney and not listening to this show, you’re missing out! This podcast is loaded with super valuable advice and strategies for growing your practice the right way.
Cover image of Unbundled Attorney Mastermind

Unbundled Attorney Mastermind

Latest release on Jun 23, 2019

Read more

In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.

Rank #1: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months

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Episode 23: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months

Andrew Burgess is 9 months out of law school and has already built a thriving and successful solo practice. This growth is largely fueled by a high volume of Unbundled Attorney leads, his effectiveness in fielding those leads, and the affordable unbundled options he offers his clients. Today, Andrew shares the strategies he has implemented to make contact with almost every lead he talks to, and he provides a specific, detailed analysis of the economics of unbundling. He makes a very strong case to attorneys that by offering unbundled options they can provide valuable services to lower income families and still make a ton of money in the process.

In this episode, you’ll learn:

  • The strategies Andrew has implemented that allow him to make contact with almost every lead he receives
  • How he handles the initial phone consultation that enables him to meet with 6 to 7 out of every 10 leads in his office
  • How to respond to clients when they say they don’t have a lot of money
  • How to represent clients on a “pay-as-you-go” basis, one step at a time
  • The importance of never pre-judging a lead, even if it states they have little or no money
  • How Andrew earns an effective hourly rate of $400 to $500 per hour with his unbundled options
  • An analysis of the three types of engagement letters he uses based on the types of unbundled or full representation options he is providing
  • How he helps keep clients that are on payment plans organized and paying on time
  • The best practices for offering payment plans, including how to evaluate the client’s ability to pay and scheduling payments, meetings and services accordingly
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jan 13 2017

1hr 4mins

Play

Rank #2: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months

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Episode 18: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months

Rhonda Telford Naidu has been an Unbundled provider attorney out of Oklahoma City, OK for about 3 months. During this time her client base has grown from 9 active clients to 51 which has required her to hire two new attorneys. She is also working on opening new offices that will allow her firm to expand to serve the entire state of Oklahoma. Today, she and her partner/office manager, Jayshree, walk us through how they have scaled their practice so quickly. They also give us a very convincing argument for why it makes both moral and financial sense for attorneys to offer payment plans for their clients.

To read the complete transcript of this interview, click here

In this episode, you’ll learn:

  • The main phases for scaling a law firm, and the how to execute them in the proper order
  • How Rhonda and Jayshree were able to leverage internet leads and acquire 41 new clients in only three months
  • How to source, hire, and pay contract attorneys to work in your office or open satellite offices in other cities
  • Some of the emotional challenges and personal barriers that come with transitioning from solo practitioner to a small firm, and how to overcome them
  • The value of hiring a financial manager to communicate your fees, work out payment arrangements, and handle billing issues, so you can focus solely on serving your clients
  • Why attorneys should make the “leap of faith” and start offering payment plans to their clients, and how the monthly cash flow can significantly impact the health of the business
  • Why they charge a fee for clients who meet with them in their office, and the strategies used to sell their consultation and services on the initial phone call
  • How to transition someone else in the firm to field the lead calls for when you are unavailable
  • And much more...

To read the full transcription from this interview, or to ask a question or make a comment, click here

If you enjoy this podcast, please head over to iTunes, subscribe to the show and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Nov 04 2016

1hr 23mins

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Rank #3: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services

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Episode 52: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services

Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of $350/hour and more. Instead, Ardy and John have built highly profitable practices offering unbundled and limited scope services with starting fees ranging from as low as $500 - $1500. Today they join the show to share the types of unbundled service options they offer, and when and how they deliver them. They explain why they believe unbundled services give more people access to legal help who otherwise couldn’t afford it, and why offering these options has been a very profitable business decision.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • How Ardy has been able to build a 7-figure per year practice by leveraging Unbundled Attorney leads and delivering unbundled legal services to his clients
  • Some of the most important lessons Ardy and John have learned from collectively fielding over 3000 leads
  • Ardy’s feelings about attorneys charging $5000 + retainer fees, and why he chooses not to charge such high up-front fees
  • How leading with unbundled services and more affordable up-front fees can significantly improve your client conversion rates
  • Creative ways Ardy monetizes cases that other attorneys would typically turn away
  • The benefits of handling a higher volume of smaller cases instead of a few big ones
  • How to effectively offer flat rate service on a limited scope basis one segment at a time
  • How serving clients that otherwise would not be able to afford legal services can positively impact your firm’s reputation and the number of referrals you receive
  • The contrast between offering flat rates by the task versus flat rates for the entire case
  • How to break your service options into 3 tiers of pricing, and the specific tiers of pricing that John offers his clients
  • Ardy and John’s perspective on the new generation of tech-enabled millennial attorneys, and how their values differ from previous generations of lawyers
  • How the substantial increase in pro se litigants over the past 10 years presents a unique business opportunity that lawyers can take advantage of
  • The importance of taking enough time to thoroughly fact-find during the initial consultation to learn critical pieces of information that improve your ability to qualify and convert your leads into paying clients
  • How unequivocally dispelling the false belief that lawyers cannot make money offering unbundled services could result in a substantial shift the affordability of legal services in North America
  • The power of a reliable lead generation service, and how quickly a good source of leads can produce a high volume of new paying clients
  • The importance of understanding the long-term value of each client
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

May 11 2018

1hr 2mins

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Rank #4: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone

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Episode 14: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone

Zoe Garvin joins our show today and shares her journey from college graduate to opening her own solo practice, including resources that helped her make the transition. She has also been able to generate over $10,000 in revenue from Unbundled leads in her first two weeks. Her success is even more remarkable because one-third of her Unbundled clients enrolled over the phone, without ever meeting her in person, and she shares the exact process she follows to accomplish this.

In this episode, you’ll learn:

  • Why Zoe decided to go directly into solo practice shortly after graduating law school
  • The resources she used to help the transition into a new solo practice
  • How Zoe uses virtual offices to help expand her practice’s footprint into a wider geographic area while avoiding higher overhead costs
  • The exact process Zoe used to generate over $10k in revenue from her leads in the first two weeks
  • How she converted more than ⅓ of her leads over the phone without first meeting the clients in person
  • Details of the payment processing platform she uses as well as other technology tools that are important for managing her practice

Resources Mentioned:

Legal Talk Network San Francisco Bar Association Law Pay Zola Suite

If you enjoy this podcast, be sure to subscribe and receive new episodes as they are published.

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com?t=podcast

Sep 09 2016

1hr 3mins

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Rank #5: Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata

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Episode 34: Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata

Michael Chasin joins us to give an overview of Lexicata, an all-in-one CRM and client intake solution for lawyers, and how legal technology is impacting the practice of law. He outlines the primary features of Lexicata, and how lawyers are using them to streamline their intake and client conversion process. We announce Unbundled Attorney’s brand new integration with Lexicata, which enables lawyers to have our leads delivered directly into their Lexicata account in real-time. We also discuss how merging lead generation with powerful intake and practice management tools will help lawyers grow their practice tremendously, while enabling them to deliver services in a more efficient and cost effective manner.

In this episode, you’ll learn:

  • The main features of Lexicata, how lawyers are using it, and the story behind why it was originally developed
  • The primary benefits of utilizing a CRM (Client Relationship Management) to streamline your intake and client conversion process
  • How the integration between Unbundled Attorney and Lexicata works, and how it will help you manage your leads more efficiently and significantly improve your contact rate.
  • The value of electronic enrollments and online client intake, and how these features enable clients to enroll for your services faster and easier than ever before
  • How to automate the follow up with your clients, enabling you to keep in touch with clients for months or even years with the single click of a button
  • The power and impact of having lead generation (Unbundled Attorney), electronic intake and client conversion (Lexicata), online practice management (Clio) and automated billing (Clio Payments/LawPay) all seamlessly integrated together for the first time ever
  • The benefits of offering flat fees instead of an hourly rate, and how technology enables attorneys to deliver flat rate services more profitably
  • A vision for the future of legal technology, and how it will empower lawyers to be able to compete with emerging online form and document preparation software companies
  • How data will help lawyers more intelligently price their services and make better decisions
  • How legal technology transforms what used to be “high volume, low value” tasks into lucrative “high volume, high value” business
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jun 16 2017

1hr 8mins

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Rank #6: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone

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Episode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone

Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her practice alone to hiring a team of trained and competent staff to support her. Today Lisa walks us through her procedure for successfully hiring and training new staff members, including what tasks you should delegate and which ones you should not. Lisa often works from home and she has developed systems that enable her to enroll the majority of her new leads over the phone, without the need for office appointments. She explains what these systems are, as well her unique approach to the first phone consultation with each lead.

To read the complete transcript from this interview, click here.

In this episode, you’ll learn:

  • How to find a balance between family and business if you work from home
  • The steps for hiring support staff, including which task you should delegate first
  • When to hire a full-time secretary, and an effective training program to avoid losing clients in the process
  • The most important considerations while training staff members to call leads when you are unavailable
  • The monthly payment plan options she offers her clients, and how she communicates fee structures to the rest of her team
  • The core strategies that enable Lisa to enroll at least ½ of her leads right over the phone
  • How to detach from the results of each call, so you can apply your complete focus towards serving each client
  • The creative unbundled options Lisa offers, and how she adapts these options to the needs of each client
  • The typical retainer fees she quotes, as well as pricing for each unbundled option and different payment plans she makes available to her clients
  • The pluses and minuses of quoting flat fees
  • The technology and processes behind enrolling clients over the phone, including online practice management and billing tools
  • How to ensure each client feels cared about and their case is important, especially when you are handling a high volume of cases
  • Lome tips and tricks for tracking each case, and keeping your entire team updated every step of the way
  • And much more…

Resources Mentioned in this Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jul 31 2017

55mins

Play

Rank #7: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer

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Episode 46: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer

Lauren Kelley started her own practice two days after graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months. During this period, she also built systems to streamline her intake and enrollment process. Today, she joins the show to walk us through what every new lawyer can expect when launching a new practice. We also discuss how Lauren has almost completely eliminated the need to charge an upfront retainer. She describes how making her services affordable and accessible for clients also makes them more profitable for her.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Some fears attorneys face when starting a new practice and how to overcome them
  • How lead generation services like Unbundled Attorney can be extremely valuable when launching a new practice
  • A walk through of steps involved in starting your new practice including marketing, sales, and online branding
  • A list of the podcasts and resources Lauren recommends to attorneys who are considering starting their own practice
  • The unexpected challenge Lauren faced when launching her practice and how she overcame it
  • The value of taking time to build a streamlined and systematized intake process
  • How to create leveraged income by outsourcing document preparation to a virtual assistant
  • The value of taking time to quantify the different phases involved with each type of case, and breaking them up into “micro-steps” that can be billed separately
  • How Lauren has eliminated the need to collect upfront retainers by allowing her clients to “pay-as-they-go”
  • Advice and guidelines for offering limited appearances, and billing for appearances as a separate discrete task
  • Why judges and courts are supportive of attorneys that are willing to offer limited appearances and unbundled services
  • A walk through of the streamlined process Lauren developed from consult, to intake, to enrollment, to document preparation, to filing, court appearances, and beyond
  • Why Lauren uses virtual receptionists to calendar her appointments, answer calls, and follow up with clients
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Dec 19 2017

1hr 2mins

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Rank #8: How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice

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Episode 35: How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice

There is no question that YouTube and the availability of “Do It Yourself” information online continues to have a significant impact on the legal profession. There are a lot more people nowadays who are handling their cases pro se, and this trend is likely to continue for years to come. Today, Brian Reidy joins us to talk about how attorneys can adapt to this shift in the marketplace by providing unbundled legal services. He provides examples of the types of unbundled options he offers, typical price points, as well as great advice on how to convey the value of these services to your clients. We also discuss ways to leverage technology and develop a “systems mindset” that builds a more efficient and cost-effective practice.

In this episode, you’ll learn:

  • What Brian learned while working for DCFS (Department of Children and Family Services), and different ways lawyers can offer unbundled services to clients who are dealing with child abuse and neglect issues
  • The importance of telling clients what they need to hear, and conveying to clients how important it is that they do the same with you
  • Brian’s perspective on the changing legal marketplace, the impact of YouTube, and the increase in the number of pro se litigants nationwide
  • Why the courts and legal community benefit from lawyers who provide unbundled legal services
  • Why Brian switched from offering a free one-hour in-person consultation, to offering a free phone consultation and charging for the initial in-office case assessment
  • The value of being flexible with the length of time you invest in the initial phone consultation to ensure you develop good rapport and trust with each client
  • How to explain what unbundled legal services are and how they work to your clients’ advantage
  • The typical unbundled services Brian provides, how much he charges, and how he determines when to offer them
  • The importance of identifying the steps involved with each type of case you handle, and then developing systems that allow you to make each step easier and simpler
  • How to build an efficient and cost-effective practice using technology such as electronic intake and document automation
  • How quoting flat rates and the proper use of technology increases your effective hourly rate
  • The value of being open to making investments in systems of efficiency that carry long term benefits for your practice
  • The importance of calling leads in real time, and how Brian trains his staff to make the calls when he is unavailable
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jul 03 2017

1hr 6mins

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Rank #9: Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Walkthrough from Successful Launch to Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing

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Episode 31: Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Blueprint for a Successful Launch and Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing

After 18 years of practice, Maria Aguila decided to go back out on her own and start a new law firm. Today, Maria joins us on the show and walks us through the phases of growth and expansion she experienced during the successful launch of her new practice six months ago. She tells us why she hired a virtual assistant and virtual contract attorney to help build the new practice, and how she pays for their services. Maria also gives us a complete pricing breakdown and comparison between her full representation and Unbundled legal service options for immigration and family law. She explains the importance of cultivating empathy for the unique legal needs and special financial circumstances of your clients, and how that sensitivity will naturally give rise to implementation of flexible service options that meets clients’ needs affordably.

In this episode, you’ll learn:

  • The benefit of utilizing a co-working space to meet with clients during the early stages of your new practice
  • A step-by-step walkthrough of how she launched and then expanded her new law practice
  • How to hire a virtual contract lawyer to help with document drafting and other legal work
  • How Maria utilizes a virtual assistant in Singapore to help organize her work more efficiently
  • What Maria pays each of her contractors, and see a comparison of flat rate task work versus paying by the hour
  • Maria’s complete intake procedure, including how she enrolls clients and accepts payments online with a couple clicks
  • The importance of responding to new leads right away, and why this simple courtesy sets you apart from other law firms
  • The distinctions between Unbundled and full representation pricing options that she offers to both family law and immigration clients
  • Why enrolling clients initially with lower-priced options can lead to more repeat business and referrals
  • What international adoptions are all about, and why Maria handles these types of cases despite some occasionally complex issues
  • How cultivating trust and empathy with clients has allowed Maria to offer affordable payment plans without any serious concern about clients not paying
  • How document automation software enables you to prepare legal documents faster and more efficiently
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

May 06 2017

1hr 1min

Play

Rank #10: Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients

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Episode 28: Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients

Sean Lynch currently receives about 200 leads each month from Unbundled Attorney. Not only has he been receiving a high volume of leads since first starting back in September 2016, he converts over 40% of our leads into new paying clients. Today, Sean joins us on the show to share some of the strategies he has developed, as well as some creative payment options he offers that enable him to provide affordable services for so many of his leads. Sean explains when and how he offers “layaway” payments for clients who cannot afford his flexible up front retainer. He also shares some valuable lessons learned from his father that he uses to communicate effectively and relate well with clients.

In this episode, you’ll learn:

  • How Sean uses text-messaging to set up initial phone and in-office consultations, without disclosing his cell phone number
  • The process Sean uses on initial calls to leads that produces a high number of office appointments
  • The flexible retainer and payment plans Sean offers to clients who cannot afford to pay a high up front retainer
  • How he manages payment plans, and the importance he attaches to staying in close communication with clients
  • How he and the other attorney in his firm manage their heavy case-load, and how they employ a “tag-team” approach in their work with each client
  • How to find a balance during the day between working on active cases and responding to new leads
  • What “layaway” payments are, when Sean offers this option, and how this helps his clients that otherwise could not afford his flexible starting retainer
  • The lessons Sean took from his father on how to adapt to changes in the market and relate well with clients
  • The long-term value from taking extra time to listen to and assist each client thoroughly, even if it doesn’t appear likely they will hire your services
  • The importance of staying diligent in making calls to each lead in real time, especially when you are receiving a high volume of leads
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Mar 25 2017

50mins

Play

Rank #11: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice

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Episode 45: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice

Rebecca Fuller is part of a new era of lawyers who embrace legal technology to build a highly efficient and streamlined practice. The cloud-based tools she uses enable her to operate her practice from any location, at any time, and never skip a beat. Today, Rebecca joins us to share the technologies she uses and explain exactly how she implements them in her practice. She provides a complete walk-through of how each tool comes into play from the moment she receives a lead all the way through to the delivery of her services. We also discuss how she leverages new technology to scale up her practice, enabling her to effectively serve a higher volume of clients.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Why Rebecca decided to start her own practice after years of working for someone else
  • The typical fears attorneys face when considering opening their own practice, and how she overcame them
  • Why she sees herself as a business owner and entrepreneur first, and a lawyer second
  • Some of the books she read that helped her tremendously when she first started her practice
  • The advantages of delivering estate and family law services as a flat rate
  • How working with clients on a “pay-as-you-go” basis can make your services more affordable and your practice more profitable
  • The importance of investing time into implementing technology and systems that help build a more efficient practice, and how this plays a critical role in your ability to serve a higher volume of clients
  • A breakdown of the main tech tools she uses and how they help streamline her practice
  • How technology helps her become location independent, enabling her to continue her practice while traveling and spend more time with her daughter
  • A list of the specific tasks Rebecca offloads to her legal assistant in order to free up more of her time
  • The importance of building systems to ensure you are following up with your clients, and how this leads to a significant increase in the number of clients retaining your services
  • A step-by-step walk-through of Rebecca’s process from the time she first receives a lead, to consultation, intake and retention of each new client, then through to the preparation and delivery of documents, and beyond
  • How Rebecca has been able to eliminate no-shows from her practice
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Dec 03 2017

1hr 2mins

Play

Rank #12: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice

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Episode 51: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice

Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national media. He has become an expert on how to position and promote your firm and its content on the internet effectively. Today, Jacob joins us to share exactly how he has built his massive following, and what he does day to day to curate content, and distribute it in a way that captures new clients. We also discuss how he effectively manages a high volume of new clients by leveraging his staff which includes 6 attorneys, 15 support staff, and cutting edge legal technology. He shares a number of ways you can systematically scale your practice, such as creating video training modules that show your team how to execute their tasks and processes efficiently.

Click here watch the video version of this podcast interview on our YouTube Channel

Click here to read a complete transcript of this interview

In this episode, you’ll learn:

  • Jacob’s experience running a successful podcast for years and his perspective on podcasting for lawyers
  • The unique and innovative marketing strategies he uses to differentiate his firm from the competition
  • The value of building a charitable component into your practice to have a positive impact on your community and capture public relations coverage for your firm
  • Some of the changes that have been made in immigration law since Donald Trump was elected and the ways Jacob’s firm has adapted their service options and how they serve their clients accordingly
  • The importance of developing a consistent content strategy so you can position yourself as an authority in your practice area
  • The most important online platforms that lawyers should focus on in 2018 to maximize the reach and exposure of your content
  • The most successful strategies Jacob is currently using to promote his firm on Facebook, Instagram and YouTube
  • How to re-purpose your videos into audio and text so they can be shared on your blog and social media channels
  • What Jacob does on a daily and weekly basis to create content and how he shares it through all of his marketing channels
  • How Jacob outsources much of the filming, writing, editing and posting of his content
  • The value of studying other successful law firms, as well as companies outside of the legal industry, in order to stay up to date on cutting edge marketing practices
  • The importance of creating systems and procedures for all the main tasks in your firm
  • A complete breakdown of the legal technology that Jacob has implemented to increase the efficiency of his practice
  • Why efficiency can be one of the greatest determining factors for the overall profitability of your firm
  • How to create written and video training modules that train your team on how to properly perform important tasks and processes
  • How Jacob leverages his time by hiring associate attorneys and support staff, freeing him up to travel and focus on other projects
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Apr 11 2018

57mins

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Rank #13: Mastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single Year

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Episode 11: Mastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single Year

In this episode we interview provider attorney, Matthew Beach, who built a thriving practice and generated over $250k in revenue last year from the Unbundled Attorney leads he received alone. Matt shares details of the process he uses to convert 50% of his leads into paying clients. Matt has an impressive strategy that completely eliminates no show appointments, and he explains how to leverage valuable time through the use of contracted attorneys.

You’ll Learn:

  • How Matt generated $250k in his first year from unbundled leads alone; this year he is doing the same amount of income and not having to litigate any cases himself
  • Matt’s method via a walk-through and then live role-playing with the exact words Matt uses on initial calls to Unbundled leads and how he is able to convert 50% of those leads into paying clients
  • How his simple strategy completely eliminates "no show" appointments from your practice
  • The benefits from clearly explaining the distinction between a free consultation and a "client intake and strategy session,” and how to share that difference in value with your leads
  • How to leverage your time through the use of contracted attorneys
  • Best practices for creating limited scope retainer agreements
  • And much more

If you are enjoying this podcast, be sure to subscribe and receive each new episode as it is published.

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com?t=podcast

Jul 29 2016

58mins

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Rank #14: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate

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Episode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate

After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associate. When Anthony started working with us again he implemented a new sales strategy that enables him to consistently convert an astounding 80% or more of his leads into paying clients. What is even more impressive is 90% of those clients end up retaining him for full representation. Today Anthony joins us on the show to share exactly how he has been able to accomplish such incredible numbers, including his unique “try it before you buy it” approach to enrolling his clients. He also offers over 20 different unbundled service options, and outlines what each of these options are and what he typically charges.

To read the complete transcript of this interview, click here

In this episode, you’ll learn:

  • Why Anthony decided to open a solo practice immediately after graduating from law school
  • How Unbundled Attorney’s lead generation service helped launch the growth of his practice
  • Why Anthony started offering unbundled services to his clients, and how this has allowed him to fulfill on his desire to help people in a cost-effective manner
  • His “try it before you buy it” sales approach, and why it has been so incredibly effective at converting his leads into paying clients
  • The value of breaking each case into segments so you can focus on delivering services one segment at a time
  • Why Anthony will not discuss providing full representation with any of his clients until after he has delivered an unbundled service for them
  • A complete breakdown of 15+ unbundled services that he offers, including exact pricing for each option
  • The benefits and importance of delivering unbundled services at a flat rate
  • Why Anthony’s “try it before you buy it” approach makes it so much easier for clients to refer his services to their friends and family
  • The payment options he offers to his clients when they are unable to pay the entire flat rate up front
  • How to train new associates or contract lawyers to deliver unbundled services by narrowing their focus to the task at hand
  • The value of drafting a timeline for each client’s case so they know exactly what needs to be done
  • Why 90% of the clients that enroll for unbundled services transition to retaining him for full representation
  • The different types of payment options he offers to his full representation clients
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Sep 16 2017

1hr 5mins

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Rank #15: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm

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Episode 27: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm

Brian Winters’ experience while working for a big law firm included what he calls a “big retainer mentality.” Success there was measured by how large the initial retainer would be. After some convincing, Brian started offering more affordable services including unbundled “isolated task” work to his clients, and this change in his mentality and approach helped transform his practice. Today, Brian shares how he went about making this important change, the kinds of options he offers now, and how he talks about them with his clients. He also talks about his expansion into other parts of his state, and how he manages his mobile practice from the road.

In this episode, you’ll learn:

  • How Brian overcame his self-described “snobbery” of wanting to charge a big retainer as a requirement to feel successful, and how this shift in mentality transformed his practice
  • How he explains unbundled options for clients by describing how he can help with “isolated tasks”
  • The value of quoting a flat fee in combination with a reasonable payment plan that is tailored to the client’s budget
  • The importance of using words like “lower cost” and “less expensive” versus “cheap” and “low cost,” plus the value of explaining these distinctions to your clients
  • How servicing a high volume of Unbundled leads helps Brian and his staff become more efficient and streamline workflows
  • Why Brian personally calls every lead himself, and why his conversion rate plummets every time his staff makes those calls
  • The WOW factor from calling leads in real time, and why you should position your firm to be ready to respond to leads immediately
  • What Contact -> Relationship -> Sale means, and how this shift in approach will result in more clients retaining your firm
  • How Brian uses the offices of attorneys in other counties as meeting places for his own clients, and how this has allowed him to expand his coverage area
  • How he avoids case overload or having work slip through the cracks by completing and filing each case immediately after he is retained
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Mar 12 2017

45mins

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Rank #16: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures

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Episode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures

Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creative ways he works with clients. He describes how he breaks cases up into billable segments and allows clients to pay-as-they-go. He will also let clients in certain cases pay his fees out of the settlement of the estate. Let’s take a close look at how this degree of flexibility has improved the profitability of his practice. The results, as you will hear, are astounding.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • How Ross became interested in estate and property work
  • His philosophy of flexibility and willingness to find creative ways to serve his clients, and how this shows up in his practice
  • Why Ross has chosen to stop accepting credit card payments
  • His reasons for offering the majority of his services as a flat fee and why his clients appreciate that
  • How Ross is able to get his fees paid from the settlement of an estate in certain cases which allows him to limit the upfront cost of his services for his clients
  • How he manages cash flow from smaller cases which enables him to be patient about collecting fees that aren’t paid out until the estate is settled
  • Ross’s thoughts about the access to justice problem in this country, and why he believes it’s important for attorneys to find creative ways to work with clients within their budget
  • How being a solo practitioner enables him to take a client-centered, problem solving approach
  • The ways in which Ross can break up his case into specific billable segments so he doesn’t have to require clients to pay a large retainer up front
  • Examples of cases where he can offer “pay-as-you-go” options, and the types of separate billable segments he creates for some clients
  • Why so many lawyers don’t offer these unbundled and flexible payment options
  • The approximate numbers of additional clients he has been able to take on because of the flexible payment options he offers, and how this impacts the overall profitability of his practice
  • His feelings about being able to offer services to so many orphans and widows that would otherwise be unable to obtain the legal help they need at very emotional times in their lives
  • A broad vision for how just a few lawyers who share actual numbers on their profitability from unbundled legal services will gradually turn the tide on the number of attorneys introducing these options in their practice, and the impact this has on access to justice nationwide
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Nov 17 2017

1hr 5mins

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Rank #17: Expert Tips: Lessons and Strategies Learned By Fielding Over 1000 Leads

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Episode 7: Expert Tips: Lessons and Strategies Learned By Fielding Over 1000 Leads

In this episode we interview Robert Manson, who is an Unbundled Attorney in Minneapolis, MN. Robert has received over a thousand leads and expanded his practice throughout the state of Minnesota. He shares the strategies and best practices which have enabled him to serve a high volume of clients, many of whom are 2 hours or further from his office.

You’ll Learn:

  • How to provide cost-saving unbundled options for your clients when courts favor mediation and early dispute resolution
  • How to leverage the “wow factor” that comes from calling leads in real-time, exceed their expectations, and land more cases
  • How going the extra mile to serve clients on their first call, (even if they have zero financial resources) is not only the right thing to do, but also pays big dividends long term
  • The importance of viewing each lead as it comes in and doing an instant evaluation of the urgency for each case, even during after-hours
  • How to serve clients that are not close-by to your office, work with them virtually, and how to efficiently manage your travel time
  • How to expand your practice by establishing relationships with attorneys in other cities
  • The value of having billing and case management systems in place early, even before you need them
  • And much more

If you are enjoying this podcast, be sure to subscribe and receive each new episode as it is published.

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com?t=podcast

Jun 04 2016

1hr 5mins

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Rank #18: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice

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Episode 22: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice

After many years working as a prosecuting attorney and then as a contract lawyer for a firm on the east coast, David Gross decided to start his own practice out of Vancouver, WA, in March of 2015. In this episode David chronicles his firm’s growth from solo practitioner and “wearing all the hats,” to the small firm he has now, along with the many challenges he has overcome along the way. He shares valuable insights on the best practices for offering limited appearances, including what pitfalls to avoid. He also gives some very practical advice on how to hire contract lawyers and scale from solo practitioner to a small law firm.

In this episode, you’ll learn:

  • The unbundled document services David offers and how he explains these services to his clients
  • The benefits and pricing considerations involved in offering limited appearances, as well as common pitfalls to avoid
  • How to provide a limited appearance in court on paperwork that you didn’t prepare
  • The value of preparing a fresh written declaration when clients have already prepared and filed their own
  • How to coach pro se litigants on how to represent themselves in court
  • How to leverage legal technology and software to streamline many tasks in your practice
  • The value of hiring an assistant to help with administrative tasks and document preparation
  • How to source and hire excellent contract lawyers, and the valuable lessons David learned from mistakes he made along the way
  • The most important metrics to measure and keep track of in your practice, and how they can inform your decisions
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jan 01 2017

1hr 12mins

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Rank #19: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients

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Episode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients

New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many years studying the art of building rapport with clients and closing the deal. Today Matt joins us on the show to discuss some of these core strategies, and how they have helped him consistently convert his leads into paying clients. We also discuss the many challenges of starting a new practice, investing in advertising with a limited budget, and how working the leads from Unbundled Attorney has helped him develop the knowledge and experience to overcome these barriers.

To read the complete transcript of this interview, click here.

In this episode, you’ll learn:

  • How Matt Rosen’s past work with the Peace Corp influenced his practice
  • Why utilizing a lead generation service lends itself well to developing optimized systems for your practice
  • Matt’s exact process for contacting each lead, which enables him to consistently convert 30-40% of his leads into paying clients
  • Questions you can ask to qualify your clients during the initial call
  • How understanding the law of averages removes the pressure from feeling like you have to convert every lead, especially when you first get started
  • Strategies for relating to clients with confidence
  • Why fielding leads is an opportunity for new lawyers to develop core competencies by getting a great deal of hands-on client and court experience
  • Strategies that improve your sales ability, regardless of whether sales come naturally to you or not
  • What it takes to start a practice from scratch, and what Matt has gone through to overcome some of those startup barriers
  • The importance of respecting your clients, particularly by giving them enough space to make their own decision on whether to retain you or not
  • How to make your clients feel more comfortable and become a calming and stabilizing force
  • How working for Greenpeace in the streets of NYC taught Matt about learning to overcome “No’s,” and fear of rejection
  • The value of making your website, appearance, and overall brand consistent
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Aug 15 2017

51mins

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Rank #20: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling

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Episode 15: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling

Obreziah Bullard is an unbundled provider attorney out of Atlanta, GA that converts about 75% of the leads she receives into paying clients. That’s an impressive conversion rate, but even more impressive is the fact that 98% of these converted leads retained her services over the phone, without ever meeting her in person. Today, she shares how she has used technology to develop a streamlined electronic enrollment process, and walks us through some very unique and creative unbundled options that have never been divulged on the show before.

In this episode, you’ll learn:

  • The step-by-step process Obreziah uses to enroll leads over the phone, without ever meeting her in person
  • The importance of taking time to build rapport with your leads on their initial call
  • Why the majority of her clients elect to retain her for unbundled legal services instead of full representation
  • The ROI from following up with your clients once you have delivered them your unbundled services
  • The suite of unbundled service options she offers, including a couple new options you may not have considered before, with price points for each
  • How to increase your “effective hourly rate” to as high as $500 per hour by streamlining your unbundled services and charging a flat rate
  • How being a “mobile attorney” has impacted her firm’s success and benefited her clients
  • And much more...

If you enjoy this podcast, please head over to iTunes, subscribe to the show and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com?t=podcast

Sep 23 2016

1hr 4mins

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Designing the Law Firm of Your Dreams: How to “Lead" with Unbundled Services, Run a Virtual Practice from Anywhere, and Provide Affordable Access to Justice

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Episode 58: Designing the Law Firm of Your Dreams: How to “Lead" with Unbundled Services, Run a Virtual Practice from Anywhere, and Provide Affordable Access to Justice

The San Diego, CA Unbundled Attorney we interview today thought she had found her dream job working for a corporate law firm, but soon discovered it was nothing close to what she had imagined. Fortunately, she had the courage and ambition to leave that firm and build her own practice that would both support her ideal lifestyle, and make a significant difference in the lives of the clients she serves. That commitment set her on a path to design a technology-enabled, virtual practice that allows her to operate from anywhere. Imagine heading down to the beach or park, cracking open your laptop and enrolling new clients over the phone while soaking up the sun. This is the kind of location freedom that she has engineered into her practice, and you can too.

During our interview, she shares the systems and technology that make her virtual practice possible. We also discover how she enrolls 99% of her clients for unbundled legal services initially, instead of requiring full representation. This is known in our community as “leading with unbundled”, and she shares how this fundamental shift in approach has transformed her practice.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Her background working in a high-end corporate law firm, which she once thought would be her dream job, and why she left the firm to start her own practice
  • The value of engineering a practice around your ideal lifestyle, rather than settling for a lifestyle because of the demands of your practice
  • The importance of taking time to create a clear vision for what your ideal practice looks like, and how that vision shapes each decision you make and enables you to build the firm you truly desire from that point on
  • Why she decided to build a virtual law firm and the specific systems and technology she and her husband employ that enable her to run her practice from anywhere
  • The benefit of keeping up to date with the latest apps and technology available to lawyers, and the valuable tools that she has implemented in her practice
  • How she is able to enroll over 90% of her clients for unbundled legal services directly over the phone and examples of the typical unbundled services she provides
  • Why offering unbundled legal services is a great option for attorneys who would like to build either a partial or fully virtual law practice
  • How providing unbundled services as a flat fee eliminates the need to “micro-bill” your clients, improves the quality of the relationship with your clients, and can significantly increase your profitability
  • A detailed breakdown of the factors you need to consider when determining what flat fee to charge your clients for unbundled services
  • How she sells unbundling to her clients, including the three main categories of her unbundled services and how she tailors them to fit her clients’ legal needs and financial budget
  • The power of explaining to clients the specific ways you help them handle parts of their case on their own to save money, and why this approach can significantly increase the number of clients who retain your services
  • Some examples of the types of tasks she empowers clients to handle themselves, and some creative ways she helps them to reduce costs
  • The types of clients and cases that are not a typical fit for unbundled legal services and may require full representation
  • A walk-through of how she approaches the initial consultation so that 90+% of the clients that enroll do so right over the phone without having to come into the office
  • Why she is so passionate about providing unbundled legal services, and her commitment to giving thousands of unrepresented people in this country access to justice that they desperately need and deserve
  • And much more …

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Jun 23 2019

1hr 24mins

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Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably

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Episode 57: Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably

In the two years since launching his practice in 2016 Bryan Crone has dedicated himself to building a highly efficient and optimized practice. He’s an ambitious guy who is driven to have a significant impact on many people’s lives by engineering his firm to be able to serve a high volume of clients. What makes Bryan truly unique is his investment in learning and implementing legal technology into his practice. He has also been dedicated to learning how to effectively provide unbundled services, which he believes is a key part of bringing his vision to fruition. Bryan’s firm is now on a growth path to double revenues every year, and there are no signs of slowing down. Most importantly, he has put the systems, technology, and team in place that will enable his firm to continue to scale. Today, Bryan joins the show to share the specific systems and technology that enables him to serve a high number of family law clients efficiently and profitably. We identify the exact tools and services he uses, and how they impact daily workflows. We also discuss the creative ways he provides flat rate unbundled services and share some real-life examples of how he delivers them to clients.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • An overview of three main ways you can grow your firm, and how to implement all three
  • How Bryan’s approach to calling his family law leads evolved during the first few months, and the process he now follows to book in-office consultations in 20 minutes or less
  • The importance of having a streamlined and efficient intake process, especially when you are responding to a high number of prospective clients
  • Some clear guidance on how and when to bring on an associate lawyer, including what tasks and cases to delegate and which to manage yourself
  • Valuable lessons Bryan learned from CEO’s and mentors he worked with in previous positions and how these lessons inform the way he runs his practice today
  • The importance of having all your software tools integrated together, and how to effectively implement these tools in your practice
  • The importance of taking time to run the numbers and assign average monetary values to each case type so you can identify the areas where you have the greatest opportunities to grow revenue
  • The value of delivering unbundled legal services as a flat rate, and how building efficient systems to deliver flat rate services can make them the most profitable part of your practice
  • A complete breakdown of cloud-based practice management software systems he researched and how he settled on the platforms he now uses
  • How to engineer your intake system to auto-populate forms and documents you will need for your clients, and how this saves countless hours of administrative time and substantially increases profit margins
  • The value of breaking cases down into “bite-sized” chunks by billing one segment at a time
  • Bryan’s thoughts on how unbundling positively impacts the affordability of legal services, and helps lawyers build a more profitable practice
  • Examples of the gratitude his clients express for providing services to them when they otherwise couldn’t afford it, and the fulfillment he feels from making a difference in people’s lives in meaningful ways
  • Bryan’s revenue numbers during his first two years of practice, and conservative projections for growth through 2020
  • The overwhelming number of clients that Unbundled Attorney is capturing and the opportunity this offers attorneys to build their practices, plus a direct invitation from our CEO for lawyers to become part of this movement
  • And much more …

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Mar 14 2019

1hr 33mins

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The Pioneer of Credit Card Payment Processing for the Legal Industry: How LawPay is Transforming the Way Lawyers Get Paid and Practice Law, with Founder and CEO Amy Porter

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Episode 56: The Pioneer of Credit Card Payment Processing for the Legal Industry: How LawPay is Transforming the Way Lawyers Get Paid and Practice Law, with Founder and CEO Amy Porter

It’s easy to forget that when LawPay started in the mid-2000s, few lawyers were accepting credit cards, and for good reason. At that time there wasn’t any way to route credit card funds directly into a lawyer's trust account, which created serious ethical issues. There was also no simple, easy to use platform where lawyers could receive credit card payments online and clients could pay for their services with the click of a button. LawPay changed all of that, and nowadays it’s hard to find a law firm that doesn’t accept credit cards. Today, Founder and CEO Amy Porter joins our show to share the LawPay success story and how LawPay got started. Amy will update us on groundbreaking changes they have pioneered over the past decade that expands the way lawyers accept client payments. We also discuss how the LawPay platform has helped usher in a new era of virtual and digital lawyering, and has enabled lawyers to offer more creative and flexible payment options to make their services more accessible and affordable.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Amy’s background in the payment industry and how the idea for LawPay began
  • Why lawyers, and the legal industry in general, were at first resistant to accepting payments via credit cards
  • How LawPay was able to overcome ethical concerns by enabling attorneys to route credit card payments into an IOLTA account protected from chargebacks
  • How LawPay forged relationships with local bar associations to build credibility and trust in their payment platform and acquire new clients
  • The technology that underpins the LawPay platform, and how Amy attracted a development team that built a simple, easy to use payment interface between attorneys and clients
  • The importance of making it as easy as possible for clients to enroll in your services and eliminate unnecessary points of friction
  • The value of adding a pay link to your website, and sending electronic payment links via email
  • How a client’s perception of the value of the services your firm provides changes over time, and why getting paid immediately after services are performed is so important
  • How their relationship with Jack Newton, CEO of Clio, was formed, along with other practice management companies, and how it has impacts the way payment processing integrates into a lawyer’s day to day operations
  • The value of the “one-click” payment experience and how it improves client conversion
  • How the automated payments feature of LawPay has influenced more lawyers to offer payment plans, which has helped to improve the affordability of their legal services
  • A breakdown of different types of creative and flexible payment options that LawPay enables attorneys to offer, and the impact this has on access to justice
  • An exciting announcement about an innovative new feature LawPay has released that significantly improves the way lawyers accept payments
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Jan 13 2019

48mins

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Should You Keep Your Lawyer Job, Start a Solo Practice, or Build Your Own Law Firm? A Case Study of the Journey Down Each Path, Lessons Learned Along the Way, and How to Make $500-$750 Per Hour Providing Unbundled Legal Services

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Episode 55: Should You Keep Your Lawyer Job, Start a Solo Practice, or Build Your Own Law Firm? A Case Study of the Journey Down Each Path, Lessons Learned Along the Way, and How to Make $500-$750 Per Hour Providing Unbundled Legal Services

Dallas, TX attorney Clay Wilkinson’s journey in the practice of law started with a partnership in a law firm, then he became an associate with a large firm, and now he has a new role running his own solo practice. Along the way he has experienced what life is like as a lawyer in these different roles and learned the advantages and disadvantages in each position. Today Clay joins the show and shares the “why” behind each of his decisions, lessons learned, and what finally led to his success as a solo legal practitioner. We take a deep dive into how he has successfully developed unbundled services during his 5+ years as an Unbundled Attorney. Clay shares real-life experiences with clients that involved both uncontested and contested legal cases. He provides a detailed breakdown of how to deliver unbundled services for both kinds of clients, the rates for each, and systems he uses to establish his effective hourly rate at $500-$750 per hour. We also give an overview of the legal technology he integrates into his high-volume practice, and how he streamlines booking appointments and the delivery of his services.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Why there was a delay in release of our new podcast episodes and a summary of Unbundled Attorney’s podcast schedule going forward
  • Clay’s philosophy of practicing law with integrity and in genuine service to others, and how this influences his decisions
  • An overview of how Clay transitioned from being a partner with a new small law firm, to his position as an associate at a large firm, to finally running his own solo practice and what he learned from these experiences
  • The importance of growing a practice gradually and not taking on too many clients in the early stages
  • Why Clay decided to temporarily reduce the number of clients he was receiving from Unbundled Attorney and focus on remaining a solo practitioner instead of building a small law firm
  • The many ways lawyers can grow and scale their practice, including hiring staff, the use of contract lawyers and associates, and how to decide what path is right for you
  • Clay’s analysis of the benefits and costs from working for a law firm versus running your own practice based on his own experience in both roles
  • How Clay kept a low overhead by working from home and using virtual office spaces when he left his job to begin a solo practice
  • What made Clay decide to hire contract lawyers and why this was a win-win relationship for both him and the contract lawyers
  • A comprehensive overview of unbundled service options Clay provides that enables him to tailor his services to his clients’ budgets
  • Two real-life examples of clients with uncontested and contested legal issues that Clay helped with unbundled services
  • Why Clay is able to make $500-$750 per hour delivering unbundled services with a flat rate instead of a billable hours model
  • A walk-through that details how Clay delivers unbundled services from start to finish, including how he uses an outsourced virtual paralegal for document preparation
  • Best practices that set boundaries with unbundled clients, and how to effectively craft limited scope retainer agreements
  • The difference between vertical and horizontal unbundled services, and how they enable creative and flexible delivery of legal services for your clients
  • Why providing unbundled services substantially reduces your firm’s accounts receivables
  • How Clay uses Google Voice and Calendly to streamline appointment scheduling with prospective clients
  • The potential impact of unbundling on the increase in pro se litigants filing in family court and why Clay has become passionate about working with Unbundled Attorney and being a part of this movement
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Nov 28 2018

1hr 41mins

Play

Educating a New Generation of Solo Attorneys: The Exciting Future of Legal Incubators and a Practical Overview of the Business Model of Unbundling Legal Services

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Episode 54: Educating a New Generation of Solo Attorneys: The Exciting Future of Legal Incubators and a Practical Overview of the Business Model of Unbundling Legal Services

San Diego, CA attorney, Lee Vernon, is a product of a legal incubator provided by the Thomas Jefferson School of Law. The incubator provided mentoring from attorneys experienced in the practice of law, affordable office space, and the opportunity to collaborate with other attorneys. In addition, Lee was exposed to the concept of unbundled legal services and how it is used to help individuals unable to afford traditional retainer fees. Once Lee launched his solo practice and started working with Unbundled Attorney, he developed a complete business model built around delivering both full representation and unbundled legal services to his clients. Today Lee joins the show to explain why he made the decision to offer unbundled services. He gives an overview of the unbundled service options he provides, the price points for each, as well as the systems and processes he has developed to deliver them efficiently and profitably. Lee also discusses some of the major misconceptions about unbundled services, and why unbundling can positively impact the access to justice problem as these misconceptions are debunked and more lawyers across the country begin offering these service options in their practice.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • What legal incubators are, and some of the ways they educate new attorneys and empower them to start their own practice right out of law school
  • Common misconceptions about unbundled services that prevent more lawyers from offering these service options in their practice
  • How working as a contract lawyer for another firm provides valuable experience to new attorneys
  • How law schools can play a vital role in educating attorneys about unbundled services, and the positive impact this could have on access to justice
  • How Lee handles the initial consultation, including how much time he spends on those calls, as well as valuable lessons he has learned over the past year calling his Unbundled leads
  • Important considerations for deciding whether you should enroll clients over the phone or have them come into your office
  • How unbundled services puts both the client and the attorney in control of how much legal services will be deliver
  • How providing unbundled services has completely eliminated Lee’s accounts receivables
  • The advantages of delivering unbundled services as a flat rate on a task by task basis, and how this can improve your overall profitability
  • The value of being able to tell your clients “we can work with almost any budget”
  • How to effectively provide hour-by-hour coaching, and why this can be a great starting option to offer your clients
  • The processes Lee follows to offer limited appearances, including the form you can use in certain states to notify the court of your limited scope representation
  • Why Lee uses practice management software, and how it has positively impacted his practice
  • Practical tips for offering payment plans to clients for full representation, including how to find the balance between helping as many people as possible while still maintaining a highly profitable practice
  • How to transition from providing full representation to limited scope services when clients can no longer afford to pay for full service
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Jul 15 2018

1hr 8mins

Play

How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty

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Episode 53: How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty

When you hear Charles Lee discuss his immigration practice, it becomes abundantly clear that he takes his role as an attorney and advocate for his immigration clients very seriously. Recent changes in our immigration laws and the political climate created by a new administration have introduced a great deal of fear and uncertainty in the hearts and minds of immigrants in the United States. Today Charles joins the show and talks about how he has successfully adapted his practice to overcome these challenges. He also shares some of the beliefs and values that have become the foundation of his practice, and how he communicates them to his clients to win their confidence and trust. We also discuss the legal technology and flexible payment options that enable him to make his services more affordable and profitable.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • What Pre-Paid legal plans are and what Charles learned from his experience as a plan-provider attorney
  • The importance of being completely honest and transparent with clients, especially in immigration law
  • The increased amount of fear and uncertainty that immigrants in the United States have as a result of the new administration and how Charles communicates with clients to alleviate these fears and build their confidence and trust
  • How to advise your clients about unlicensed legal service providers to prevent them from being taken advantage of
  • Charles’ thoughts about how vulnerable many immigration clients are and why immigration lawyers have a greater responsibility to be rigorously honest and thorough
  • How to serve clients in regions that are more distant from your office by “batching” appointments and using other creative and adaptive scheduling strategies
  • The process Charles implemented to prevent clients from flaking on appointments
  • The email setup he uses so he is notified in real time and in multiple ways whenever he receives a new lead, because as Charles says, “redundancy is security”
  • How to find a balance between letting clients talk and be heard while at the same time keeping the conversation relevant and pertinent during the initial consultation
  • A breakdown of the flat rate and flexible payment options he offers clients
  • The legal technology Charles uses that enables the client to handle some of the data entry work themselves, which helps him lower costs and increase his profitability
  • How he leverages an automated payment solution to reduce the administrative time involved in processing credit card payments
  • Some cautionary advice about relying too heavily on legal tech software, and the importance of always double checking and reviewing your work
  • Changes in forms, laws and procedures because of the new presidency, and how Charles has adapted his practice accordingly
  • Why he believes immigration attorneys must be strong advocates for their clients during this ever changing and uncertain political climate
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Jun 07 2018

45mins

Play

Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services

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Episode 52: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services

Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of $350/hour and more. Instead, Ardy and John have built highly profitable practices offering unbundled and limited scope services with starting fees ranging from as low as $500 - $1500. Today they join the show to share the types of unbundled service options they offer, and when and how they deliver them. They explain why they believe unbundled services give more people access to legal help who otherwise couldn’t afford it, and why offering these options has been a very profitable business decision.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • How Ardy has been able to build a 7-figure per year practice by leveraging Unbundled Attorney leads and delivering unbundled legal services to his clients
  • Some of the most important lessons Ardy and John have learned from collectively fielding over 3000 leads
  • Ardy’s feelings about attorneys charging $5000 + retainer fees, and why he chooses not to charge such high up-front fees
  • How leading with unbundled services and more affordable up-front fees can significantly improve your client conversion rates
  • Creative ways Ardy monetizes cases that other attorneys would typically turn away
  • The benefits of handling a higher volume of smaller cases instead of a few big ones
  • How to effectively offer flat rate service on a limited scope basis one segment at a time
  • How serving clients that otherwise would not be able to afford legal services can positively impact your firm’s reputation and the number of referrals you receive
  • The contrast between offering flat rates by the task versus flat rates for the entire case
  • How to break your service options into 3 tiers of pricing, and the specific tiers of pricing that John offers his clients
  • Ardy and John’s perspective on the new generation of tech-enabled millennial attorneys, and how their values differ from previous generations of lawyers
  • How the substantial increase in pro se litigants over the past 10 years presents a unique business opportunity that lawyers can take advantage of
  • The importance of taking enough time to thoroughly fact-find during the initial consultation to learn critical pieces of information that improve your ability to qualify and convert your leads into paying clients
  • How unequivocally dispelling the false belief that lawyers cannot make money offering unbundled services could result in a substantial shift the affordability of legal services in North America
  • The power of a reliable lead generation service, and how quickly a good source of leads can produce a high volume of new paying clients
  • The importance of understanding the long-term value of each client
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

May 11 2018

1hr 2mins

Play

How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice

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Episode 51: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice

Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national media. He has become an expert on how to position and promote your firm and its content on the internet effectively. Today, Jacob joins us to share exactly how he has built his massive following, and what he does day to day to curate content, and distribute it in a way that captures new clients. We also discuss how he effectively manages a high volume of new clients by leveraging his staff which includes 6 attorneys, 15 support staff, and cutting edge legal technology. He shares a number of ways you can systematically scale your practice, such as creating video training modules that show your team how to execute their tasks and processes efficiently.

Click here watch the video version of this podcast interview on our YouTube Channel

Click here to read a complete transcript of this interview

In this episode, you’ll learn:

  • Jacob’s experience running a successful podcast for years and his perspective on podcasting for lawyers
  • The unique and innovative marketing strategies he uses to differentiate his firm from the competition
  • The value of building a charitable component into your practice to have a positive impact on your community and capture public relations coverage for your firm
  • Some of the changes that have been made in immigration law since Donald Trump was elected and the ways Jacob’s firm has adapted their service options and how they serve their clients accordingly
  • The importance of developing a consistent content strategy so you can position yourself as an authority in your practice area
  • The most important online platforms that lawyers should focus on in 2018 to maximize the reach and exposure of your content
  • The most successful strategies Jacob is currently using to promote his firm on Facebook, Instagram and YouTube
  • How to re-purpose your videos into audio and text so they can be shared on your blog and social media channels
  • What Jacob does on a daily and weekly basis to create content and how he shares it through all of his marketing channels
  • How Jacob outsources much of the filming, writing, editing and posting of his content
  • The value of studying other successful law firms, as well as companies outside of the legal industry, in order to stay up to date on cutting edge marketing practices
  • The importance of creating systems and procedures for all the main tasks in your firm
  • A complete breakdown of the legal technology that Jacob has implemented to increase the efficiency of his practice
  • Why efficiency can be one of the greatest determining factors for the overall profitability of your firm
  • How to create written and video training modules that train your team on how to properly perform important tasks and processes
  • How Jacob leverages his time by hiring associate attorneys and support staff, freeing him up to travel and focus on other projects
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Apr 11 2018

57mins

Play

A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law

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Episode 50: A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law

We are excited to announce the release of our first video podcast episode! We traveled to Seattle, WA recently to film this interview with Sou Bounlutay and Sunny Awla. Both Sou and Sunny are successful Unbundled Attorneys who have a great deal of experience providing unbundled legal services in the immigration and family law space. They share an informed overview of the ethical considerations for unbundling services in immigration law. They identify the types of cases their office offers unbundled services for and which ones they don’t. They also discuss how offering unbundled services has positively impacted their practice, and why they are now strong advocates for the unbundled legal services model. They share why it is critical to have a consistent source of quality prospective clients, especially for solo and small firms, and the important role Unbundled Attorney has played in the development of their own practice.

Click here to watch the video version of this podcast interview on our YouTube Channel

Click here to read a complete transcript of this interview

In this episode, you’ll learn:

  • The importance of distinguishing between litigation and affirmative cases when providing unbundled services for immigration law
  • An overview of the unbundled services Sunny provides for her immigration clients and the types of issues and client circumstances they are best suited for
  • Examples of how the Washington courts have supported attorneys who are providing unbundled services, such as offering standard forms that enable attorneys to make limited appearances in court
  • How to calculate a flat fee for a trial in family law
  • Why Sou enjoys taking trial cases even when they provide her very little time to prepare
  • The importance of overcoming the fear of losing a case
  • A discussion of the core maxim of unbundled lawyers - clients are better off with some help from a lawyer rather than no help at all
  • Why legal access should be a right and not a privilege
  • How breaking your cases into billable segments improves your profitability and reduces accounts receivable
  • The importance of taking time to quantify tasks involved with each service you provide, how long it takes to complete each task, and exactly what you need to charge for each step in the process
  • How communicating with authenticity and radical honesty to build your client’s trust and confidence in your services
  • How offering limited scope services helps reduce stress in your practice
  • The unique way of “leading with unbundled services” that can significantly increase the number of clients who retain your services
  • How unbundling enables you to build a unique and individualized practice, both for you and your clients
  • The important role that having a consistent and reliable source of new prospective clients has on the freedom and flexibility you can have in your practice
  • Sou and Sunny’s thoughts about Unbundled Attorney, their experience working with our support team, and how the Unbundled leads have positively impacted the growth of their practice
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Mar 15 2018

1hr 29mins

Play

Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services

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Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services

As we prepare to launch our 50th podcast episode, Unbundled Attorney's CEO, Dave Aarons, takes a moment to review our show’s accomplishments during the past two years. He overviews the most popular topics from 49 previous podcast interviews. These include scaling up your practice, sales and client conversion strategies, automating and streamlining your practice with legal technology, and much more. Dave unveils new exciting updates to the podcast that will help you get to know our guests in a personal way, and connect with other lawyers in the Unbundled Attorney community. He explores the evolution of unbundled legal services during the past decade, including highlighting recent national trainings on unbundling and innovative new legal incubators that are helping to drive the expansion of unbundled services. Dave shares his vision for a new cooperative alliance of attorneys and legal professionals who will transform the accessibility of legal services in North America.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • An overview of what we have accomplished with the podcast since launching it almost 2 years ago, including total downloads and the rapid growth of our show in recent months
  • A breakdown of the main topics covered during the past 49 episodes, including some of the most popular episodes to date
  • The best episodes to listen to for scaling up your practice, sales and client conversion, legal technology, automating your practice, launching a new solo practice, and creative ways to provide unbundled services in immigration law
  • A chronicle of the growth of unbundled services over the past decade and a breakdown of new developments that have helped unbundled services gain higher levels of traction in the legal community over the past two years
  • Exciting announcements of changes and improvements coming to the podcast starting with the release of our 50th podcast episode
  • Why Unbundled Attorney is building a cooperative alliance of attorneys across the country committed to transforming the accessibility of legal services in North America
  • Why we believe the serious problem of access to justice can be solved and how this new community will play a critical role in making that goal a reality
  • Why unbundled legal services can be even more profitable than full representation
  • Why teaching lawyers how to make great money delivering unbundled services plays such an important role in promoting access to justice
  • The importance of sharing the stories of how clients lives are being impacted by attorneys who are providing them legal assistance they would not otherwise be able to afford
  • How legal incubators are training and mentoring a new era of tech-enabled lawyers delivering unbundled legal services
  • How to connect with Unbundled Attorney and our community of like-minded attorneys and legal professionals throughout the country
  • Why this is an especially great time of year to use Unbundled Attorney’s lead generation service to help acquire more clients and grow your unbundled practice
  • And much more…

Resources Mentioned in This Episode

Unbundled Attorney Mastermind Podcast Episodes for Scaling Up Your Practice:

Unbundled Attorney Mastermind Podcast Episodes for Sales and Client Conversion:

Unbundled Attorney Mastermind Podcast Episodes for Legal Technology:

Unbundled Attorney Mastermind Podcast Episodes for Launching a New Solo Practice:

Unbundled Attorney Mastermind Podcast Episodes for Immigration Lawyers:

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Feb 21 2018

45mins

Play

Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith

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Episode 49: Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith

Jamie Manning is an Unbundled Attorney out of Columbus, OH who has a background working with the Legal Aid Society. When working with her legal aid clients she often only had a limited amount of time to help them with their case. As a result, she developed unique and creative teaching tools that would simply the court process for her clients and were very effective at helping them understand how to properly handle their case. When Jamie launched her own practice, she implemented many of these strategies during her client consultations and when providing unbundled legal services. Today she joins us to share the fundamentals of effective legal coaching. She provides guidelines for how to structure and bill for your coaching calls, tips to help clients remember and apply your advice, and the important points to include during each coaching session. Jamie is also a Christian lawyer and discusses how to communicate with Christian clients and people of faith to help them overcome their apprehension about filing for divorce.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • The importance of listening to clients with your heart instead of your legal mind, and how that can impact your interactions and communication
  • How to help people work through conflicting goals and get clarity on what they really need to accomplish
  • Clear guidelines for your initial consultations, including the exact questions Jamie asks her clients and why she asks them
  • The different phases of the decision-making process that clients experience, and how to tailor your approach to helping them depending on where they are at in that process
  • How she explains full representation versus unbundled services, including exact wording and the main benefits she highlights for each option
  • How she structures and bills for her legal coaching sessions
  • The process she uses to book clients in for consultations that completely eliminates “no show” appointments from her practice
  • Three primary things she likes to coach clients on during every coaching session
  • The three types of clients she coaches and how her strategy differs for each
  • Some of her unique tools and methods that help clients better understand and apply what she shares with them
  • How she provides coaching and limited assistance for clients who have abuse, neglect, or dependency cases
  • How Jamie helps clients with a religious background overcome their apprehensions about filing for divorce
  • And much more…

Resources Mentioned in this Episode:

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Feb 03 2018

59mins

Play

Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology

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Episode 48: Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology

Mark Brinkworth explored a number of other professions before becoming an attorney. By the time he started his own practice in 2015, the internet, smartphones and legal technology were already making a substantial impact on the legal industry. Like many lawyers that didn’t grow up with these tools, adapting to this modern environment has been a real challenge for him. Today Mark joins us to talk about how he has modernized his law practice. He candidly shares how frustrating this transition has been at times, and how he overcame these challenges with support from the team at Unbundled Attorney. Mark provides a step-by-step walk-through of the tools he now uses, and shares how essential each of them has been to the growth of his practice. We also discuss how critical it is for lawyers to continue investing their time and energy into staying up to date on legal technology, even if they are initially reluctant to do so.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Some of the lessons Mark learned as a police officer that help him in his law practice
  • The importance of being both an attorney and “counselor” of law, and how to do so effectively
  • How to properly manage clients’ expectations starting with the first consultation and going forward
  • The value of being honest and transparent with your clients, even what you need to tell them is not what they were hoping to hear
  • Some of the biggest changes Mark has made in his firm since he started working with Unbundled Attorney and how they have helped his practice
  • Why Mark transitioned to begin offering his services as a flat rate much more often
  • The importance of never underestimating clients’ ability to get financial resources together
  • Why Mark was initially opposed to texting clients, how he overcame his concerns, and how it has impacted his results
  • The reluctance Mark initially had towards to implementing new technology in his practice, and how the team at Unbundled Attorney played a helpful role in encouraging him to take those first steps
  • What happens when lawyers fail to follow up with their clients, and how technology enables lawyers to consistently and automatically make follow-up contacts
  • How technology plays a critical role in increasing profitability by making legal services more affordable and accessible to their clients
  • The evolution of Mark’s pricing, including a breakdown of his current pricing options for both full representation and unbundled legal services
  • Why Mark hired someone to help make initial calls to his leads and some advice on how to make sure this improves your overall contact and conversion rate
  • Important guidelines for hiring staff and legal assistants, especially anyone that will be talking to prospective leads or clients
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jan 19 2018

1hr 3mins

Play

A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services

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Episode 47: A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services

Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took some time to take the plunge from the corporate world and start her own practice. Once she did, she committed herself to not only making great money but also serving as many clients as possible. During this interview Jamila shares how she implements legal technology to reduce the amount of time she personally spends on each case up to 75%. She also shares why eliminating an upfront retainer and allowing her clients to “pay-as-they-go” enables her to serve more clients and consistently bring in over $15,000 per month of additional revenue into her firm.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • The fears that prevented Jamila from starting her own immigration practice for over 4 years, and how she overcame them
  • Some of the benefits of running your own practice, including having the flexibility to choose which cases you take
  • Advice for lawyers who have a passion for a particular area of law but are reluctant to make the leap and start their own practice
  • How to use virtual offices and keep overhead low when you first start your practice
  • The importance of investing time to develop systems in your practice that create a seamless experience for your clients
  • How immigration document automation software significantly reduces the amount of time needed to spend on each case
  • How payment processing software that offers automatic recurring payments reduces administrative time and increases the number of transactions that process successfully
  • How eliminating up-front retainers and enabling clients to pay-as-they-go has consistently generated over $15,000 per month in additional revenue for her firm
  • The importance of finding creative ways to serve more clients, and how this improves access to legal services and attracts more referral business
  • The value of legal financing, and why it is a useful option for those clients who need funds to hire your services
  • Why Jamila believes transparency has been instrumental to the growth and success of her practice
  • How Jamila is able to get clients to feel comfortable sharing with her the complete details of their case as well as exactly what they can afford to pay for her services
  • The power of sharing with your clients what motivated you to start your practice and what you are most passionate about
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Jan 08 2018

48mins

Play

Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer

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Episode 46: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer

Lauren Kelley started her own practice two days after graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months. During this period, she also built systems to streamline her intake and enrollment process. Today, she joins the show to walk us through what every new lawyer can expect when launching a new practice. We also discuss how Lauren has almost completely eliminated the need to charge an upfront retainer. She describes how making her services affordable and accessible for clients also makes them more profitable for her.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Some fears attorneys face when starting a new practice and how to overcome them
  • How lead generation services like Unbundled Attorney can be extremely valuable when launching a new practice
  • A walk through of steps involved in starting your new practice including marketing, sales, and online branding
  • A list of the podcasts and resources Lauren recommends to attorneys who are considering starting their own practice
  • The unexpected challenge Lauren faced when launching her practice and how she overcame it
  • The value of taking time to build a streamlined and systematized intake process
  • How to create leveraged income by outsourcing document preparation to a virtual assistant
  • The value of taking time to quantify the different phases involved with each type of case, and breaking them up into “micro-steps” that can be billed separately
  • How Lauren has eliminated the need to collect upfront retainers by allowing her clients to “pay-as-they-go”
  • Advice and guidelines for offering limited appearances, and billing for appearances as a separate discrete task
  • Why judges and courts are supportive of attorneys that are willing to offer limited appearances and unbundled services
  • A walk through of the streamlined process Lauren developed from consult, to intake, to enrollment, to document preparation, to filing, court appearances, and beyond
  • Why Lauren uses virtual receptionists to calendar her appointments, answer calls, and follow up with clients
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Dec 19 2017

1hr 2mins

Play

21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice

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Episode 45: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice

Rebecca Fuller is part of a new era of lawyers who embrace legal technology to build a highly efficient and streamlined practice. The cloud-based tools she uses enable her to operate her practice from any location, at any time, and never skip a beat. Today, Rebecca joins us to share the technologies she uses and explain exactly how she implements them in her practice. She provides a complete walk-through of how each tool comes into play from the moment she receives a lead all the way through to the delivery of her services. We also discuss how she leverages new technology to scale up her practice, enabling her to effectively serve a higher volume of clients.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • Why Rebecca decided to start her own practice after years of working for someone else
  • The typical fears attorneys face when considering opening their own practice, and how she overcame them
  • Why she sees herself as a business owner and entrepreneur first, and a lawyer second
  • Some of the books she read that helped her tremendously when she first started her practice
  • The advantages of delivering estate and family law services as a flat rate
  • How working with clients on a “pay-as-you-go” basis can make your services more affordable and your practice more profitable
  • The importance of investing time into implementing technology and systems that help build a more efficient practice, and how this plays a critical role in your ability to serve a higher volume of clients
  • A breakdown of the main tech tools she uses and how they help streamline her practice
  • How technology helps her become location independent, enabling her to continue her practice while traveling and spend more time with her daughter
  • A list of the specific tasks Rebecca offloads to her legal assistant in order to free up more of her time
  • The importance of building systems to ensure you are following up with your clients, and how this leads to a significant increase in the number of clients retaining your services
  • A step-by-step walk-through of Rebecca’s process from the time she first receives a lead, to consultation, intake and retention of each new client, then through to the preparation and delivery of documents, and beyond
  • How Rebecca has been able to eliminate no-shows from her practice
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Dec 03 2017

1hr 2mins

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The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures

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Episode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures

Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creative ways he works with clients. He describes how he breaks cases up into billable segments and allows clients to pay-as-they-go. He will also let clients in certain cases pay his fees out of the settlement of the estate. Let’s take a close look at how this degree of flexibility has improved the profitability of his practice. The results, as you will hear, are astounding.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • How Ross became interested in estate and property work
  • His philosophy of flexibility and willingness to find creative ways to serve his clients, and how this shows up in his practice
  • Why Ross has chosen to stop accepting credit card payments
  • His reasons for offering the majority of his services as a flat fee and why his clients appreciate that
  • How Ross is able to get his fees paid from the settlement of an estate in certain cases which allows him to limit the upfront cost of his services for his clients
  • How he manages cash flow from smaller cases which enables him to be patient about collecting fees that aren’t paid out until the estate is settled
  • Ross’s thoughts about the access to justice problem in this country, and why he believes it’s important for attorneys to find creative ways to work with clients within their budget
  • How being a solo practitioner enables him to take a client-centered, problem solving approach
  • The ways in which Ross can break up his case into specific billable segments so he doesn’t have to require clients to pay a large retainer up front
  • Examples of cases where he can offer “pay-as-you-go” options, and the types of separate billable segments he creates for some clients
  • Why so many lawyers don’t offer these unbundled and flexible payment options
  • The approximate numbers of additional clients he has been able to take on because of the flexible payment options he offers, and how this impacts the overall profitability of his practice
  • His feelings about being able to offer services to so many orphans and widows that would otherwise be unable to obtain the legal help they need at very emotional times in their lives
  • A broad vision for how just a few lawyers who share actual numbers on their profitability from unbundled legal services will gradually turn the tide on the number of attorneys introducing these options in their practice, and the impact this has on access to justice nationwide
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Nov 17 2017

1hr 5mins

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A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling

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Episode 43: A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling

Considered to be the founder of the “Unbundled” concept, Forrest “Woody” Mosten has spent the last 20+ years advocating for the awareness and ethical acceptance of unbundled legal services. Today Woody joins us to share the background and history of unbundled legal services, and how it is positioned to have a tremendous impact on access to justice in the future. He gives us a fundamental understanding of what the core unbundled services offerings are, including examples of what he offers in his own practice. We share a ton of resources, websites, books, and training that help educate attorneys on how to ethically and effectively deliver unbundled services in their practice.

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

  • The story of the genesis of unbundled legal services, including how Woody came up with the name and how the first ethics opinions were released by the ABA
  • How Woody uses popsicle sticks to teach unbundled services to his students
  • Woody’s 7 core unbundled service options, and how to implement each of them in your own practice
  • Why he considers “Advising Client” to be the fundamental unbundled service that often goes overlooked and underutilized in the average lawyer’s practice
  • How Woody defines the difference between “Discovery” and “Gathering Facts”, and how you can start to think about offering each as separate discrete tasks
  • Why unbundled was once considered to be a standalone service separate from litigation, but has now become a valuable service option for both uncontested and contested legal matters
  • How to offer “Negotiation” as an unbundled service, and the different ways you can assist your clients by handling this aspect of their case
  • How drafting documents can encompass a lot more than just preparing court forms and documents
  • The value of offering to write letters for your clients, either as a ghostwriter or on your law firm letterhead
  • How judges influenced Woody to change his mind about the value of attorneys offering to make a limited appearance for their clients
  • A breakdown of organizations and committees that provide valuable information for lawyers and have been instrumental in the growth and acceptance of unbundled legal services
  • The topics Woody covers in his most recent book “Unbundled Legal Services: A Family Lawyer's Guide
  • How unbundled legal services helps attorneys build a more profitable practice
  • Some of the barriers that still need to be overcome in order for unbundled legal services to be offered by a greater number of attorneys
  • Details on the first national training for unbundled legal services taught by Woody coming up during March in Chicago
  • An invitation for a “Round Two” discussion with Woody on law schools, incubators, and how to educate and inspire our next generation of attorneys to offer unbundled legal services in their practice
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Nov 04 2017

55mins

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Automating Client Follow Up: How to Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients

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Episode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients

Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about the rest? Most law firms fail to follow up with prospects who do not call back or are not retained immediately. It is a task that often doesn’t get done because it takes too much time. What if there is a way to automatically stay in touch with these prospects at the click of a button? Today, Chicago, IL family law attorney, Robert Buchanan, joins our show and explains how lawyers can easily leverage email management systems and automate client follow up. By applying these systems, attorneys can stay connected with and ultimately be retained by clients they met days, weeks, or even months earlier. We also discuss valuable lessons Robert has learned when considering acquiring associate-attorneys and partners.

In this episode, you’ll learn:

  • Why Robert elected to end the partnership he created, and hear his valuable advice for lawyers who are considering partnering with another attorney
  • Some of the benefits from being a solo practitioner compared to building a large law firm
  • Tools he uses to complete forms and documents faster and more efficiently
  • How to identify areas of your practice that can be streamlined or automated
  • How text expanders on your mobile phone help you respond much faster to emails and text messages
  • A complete walkthrough of how to set up a “Zap” that subscribes each lead to an autoresponder that sends a series of emails to your Unbundled Attorney leads automatically
  • The benefits and applications of email marketing, including automatic follow ups with uncontacted leads and clients who do not enroll during the initial consultation
  • Examples of emails Robert uses in his email auto-responder series
  • The difference between a newsletter vs a broadcast email, and how to effectively implement both in your email marketing strategy
  • The topics Robert covers in his broadcast emails, and his tips on how to write unique and relevant emails
  • The three service options he offers clients, what they cost, and what is included
  • How offering unbundled services reduces some of the stress from being a family law attorney
  • A discussion about paying associate attorneys hourly vs salary, and why Robert elects to pay his associates a salary
  • Some book recommendations for building a systemized and leveraged practice
  • And much more…

Resources Mentioned in This Episode

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Oct 17 2017

1hr 2mins

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Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts

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Episode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts

When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle cases by themselves using the internet. Now with the help of Unbundled Attorney, Thomas built a thriving practice by delivering clients a full range of unbundled legal services. However, being an effective provider of unbundled services comes with its own challenges. Today, Thomas joins our show to help lawyers understand how to deliver unbundled options both ethically and effectively. We discuss how to structure limited-scope retainer agreements, as well as best practices for offering limited appearances. Thomas also provides some very practical advice for dealing with traditional courts and judges who may not be used to working with attorneys offering unbundled services.

In this episode, you’ll learn:

  • How the internet has transformed the business and practice of law, and how you can adapt to serve the expanding DIY market
  • The different types of cases Thomas sees in family law, and how they contribute to the profitability of his practice
  • The components of a well structured limited-scope retainer agreement
  • The importance of reviewing limited-scope retainer agreements with your clients to ensure they are clear on the scope of your services
  • Some of the challenges you can face in courts not used to working with attorneys who provide unbundled services, and how to protect yourself
  • How to identify which courts and judges may require additional communication and documentation to prevent misunderstandings about the scope of your representation
  • The types of letters and documentation Thomas uses to inform courts of unbundled services or limited appearances being offered
  • How to turn late night and weekend leads into your highest converting clients
  • How to set proper boundaries and expectations when providing clients with your cell phone number, or responding after business hours
  • The criteria Thomas uses to decide if he will work with a client
  • Suggestions on when to offer flat rates versus hourly billing
  • Some important considerations for hiring contract lawyers or expanding into new regions, including why hiring contract lawyers did not work for him
  • How to effectively and profitably offer limited appearances for your clients
  • When Thomas uses teleconferences and other creative solutions to appear in court for clients on a limited budget
  • How he explains to his clients the value of retaining him for a limited appearance
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Oct 03 2017

1hr 5mins

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The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate

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Episode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate

After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associate. When Anthony started working with us again he implemented a new sales strategy that enables him to consistently convert an astounding 80% or more of his leads into paying clients. What is even more impressive is 90% of those clients end up retaining him for full representation. Today Anthony joins us on the show to share exactly how he has been able to accomplish such incredible numbers, including his unique “try it before you buy it” approach to enrolling his clients. He also offers over 20 different unbundled service options, and outlines what each of these options are and what he typically charges.

To read the complete transcript of this interview, click here

In this episode, you’ll learn:

  • Why Anthony decided to open a solo practice immediately after graduating from law school
  • How Unbundled Attorney’s lead generation service helped launch the growth of his practice
  • Why Anthony started offering unbundled services to his clients, and how this has allowed him to fulfill on his desire to help people in a cost-effective manner
  • His “try it before you buy it” sales approach, and why it has been so incredibly effective at converting his leads into paying clients
  • The value of breaking each case into segments so you can focus on delivering services one segment at a time
  • Why Anthony will not discuss providing full representation with any of his clients until after he has delivered an unbundled service for them
  • A complete breakdown of 15+ unbundled services that he offers, including exact pricing for each option
  • The benefits and importance of delivering unbundled services at a flat rate
  • Why Anthony’s “try it before you buy it” approach makes it so much easier for clients to refer his services to their friends and family
  • The payment options he offers to his clients when they are unable to pay the entire flat rate up front
  • How to train new associates or contract lawyers to deliver unbundled services by narrowing their focus to the task at hand
  • The value of drafting a timeline for each client’s case so they know exactly what needs to be done
  • Why 90% of the clients that enroll for unbundled services transition to retaining him for full representation
  • The different types of payment options he offers to his full representation clients
  • And much more…

If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback!

For more information about Unbundled Attorney and how our Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Sep 16 2017

1hr 5mins

Play

iTunes Ratings

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I benefit from every episode

By Rpdst3 - Nov 28 2018
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This podcast has expanded my imagination of how, as a new attorney, I can begin generating income with a new practice.

Amazing podcast for attorneys

By John Dennis | Smart Time Onlin - Jul 17 2018
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If you’re an attorney and not listening to this show, you’re missing out! This podcast is loaded with super valuable advice and strategies for growing your practice the right way.