Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys

Episode Breakdown

• 00:00 Introduction to Unbundled Attorney Mastermind Podcast
• 00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney
• 01:44 Exploring MyCase Features with Lindsay Bushong
• 04:57 Showcasing the Integration: Real-Time Lead Management
• 05:26 Demonstration: Setting Up MyCase Integration
• 08:30 Managing Leads and Automations in MyCase
• 15:01 Utilizing MyCase for Client Communication
• 20:13 Transitioning Leads to Cases in MyCase
• 32:38 Handling Credit Card Fees
• 34:43 Setting Up Payment Plans
• 36:59 Subscription Billing Explained
• 39:36 Syncing with LawPay
• 42:05 Document Automation Features
• 46:21 Using Intake Forms
• 52:46 Workflow Automation
•  57:25 Q&A and Final Thoughts

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