Unbundled Attorney Mastermind

The Unbundled Attorney Team
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  • 隔月更新
Unbundled Attorney Mastermind

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.

  1. 2024/12/20

    Building a Virtual Practice That Serves Multiple States

    A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network. In this episode of the Unbundled Attorney Mastermind podcast, host Dave Aarons interviews Wade Goertz, an estate planning attorney from Texas. Wade shares his journey with Unbundled Attorney, discussing how he efficiently converts leads into paying clients and ethically delivers unbundled legal services. He delves into his experience of running a virtual practice, using technology tools like Blue Notary and Clio Grow, and handling the intake process. Wade also talks about expanding to other states through 'of counsel' relationships and the importance of envisioning a lifestyle that balances work with family time. The episode provides valuable insights into developing streamlined processes and scaling a legal practice while maintaining a flexible lifestyle.

    1 小時 19 分鐘

  2. 2024/12/19

    Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys

    A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network. In this episode of the Unbundled Attorney Mastermind podcast, host Dave Aarons introduces the integration of Unbundled Attorney with the MyCase platform. Dave is joined by Ms. Lindsay Bushong, Sales Engineering Manager at MyCase, to provide an in-depth demonstration of how this new integration streamlines lead management, automates document creation, and enhances client billing processes. The session highlights the powerful features of MyCase, including text message integration, customizable pipelines, automated billing plans, and an intuitive document automation system. This episode is invaluable for attorneys seeking to optimize their practice management, reduce manual tasks, and improve their client service efficiency.

    1 小時

  3. 2024/11/27

    How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State

    This is a live Fireside Chat interview with bankruptcy attorney Max Rosenberg and his wife Osi. A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network. During this interview Max and Osi share strategies for converting bankruptcy leads and managing a successful statewide bankruptcy practice. Max discusses his approach to achieving a 50%+ conversion rate while serving the entire state of Connecticut. Max shares how technology, client relationships, and flexible payment plans all play a role in his success. They also discuss the specific enrollment process, service options, payment plans, and strategies that enable Max to seamlessly enroll clients electronically, and deliver services from his virtual office, usually without ever meeting them in person.

    1 小時 27 分鐘

  4. 2024/03/29

    Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice

    Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice | Episode 68 | Unbundled Attorney  In this podcast episode, Bridgette Friedman, a probate and estate planning attorney, discusses the evolution of her Probate and Estate law practice that now often generates over $100k per month in revenue. She shares insights on adapting her business model, including her approach to enrolling new client leads and providing flexible payment plans. Bridgette emphasizes providing tailored, pay-as-you-go options for estate planning services, and a retainer and payment structure for probate case that has evolved over the years. She also talks about the importance of hiring associates, managing cash flow, and maintaining a client-centered, empathetic approach to legal services.

    1 小時

  5. 2024/03/07

    The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney

    The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney Clay Wilkinson reveals the secrets to running a successful, lifestyle-driven law practice. His focus is on work-life balance and personal fulfilment over pure profit. He discusses the importance of direct client contact, efficient use of technology for scheduling and communication, and the shift to flat fees for streamlined billing. Clay also emphasizes customizing legal services to client budgets, responding to online reviews while maintaining confidentiality, and the significance of taking vacations without compromising client service with appropriate application of automation. His insights reveal a commitment to a client-centered, efficient, and balanced legal practice.

    1 小時 2 分鐘
  6. The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation

    2023/11/21

    The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation

    In this episode, we interview Robert Wegman, a criminal law Unbundled Attorney from Richmond, VA. Robert explains how he uses three new components, two of which are legal technologies (the trifecta) that enable him to provide affordable criminal representation that is also highly profitable. We discuss each of these three components in detail, including an online client portal that integrates into his practice management software. He explains how this portal improves his consultation conversion rate, streamlines his workflows, and substantially increases clients’ trust and confidence in the services he provides them.

    1 小時 15 分鐘
  7. Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law

    2023/06/30

    Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law

    In this episode, we interview Joshua London, a criminal law Unbundled Attorney from Minneapolis, MN who shares how offering automated recurring payment plans have impacted the way he practices criminal law. He discusses how automating his payment plans has enabled him to lower his initial deposits to as little as 20-25%, which has dramatically increased his lead to retained client conversion rate. As a result, he has been able to provide affordable criminal representation to many more clients, and is already generating an additional $30-40k a month in revenue from his Unbundled leads alone.

    1 小時 14 分鐘
  8. From $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice

    2022/06/02

    From $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice

    In this episode, we interview Brandon Potter and Robert Foster who are Unbundled Attorneys in Knoxville and Greenville, TN. During our interview, Brandon and Robert share how they were able to successfully scale up their law practice revenue from $20k a month to over $200k a month in a single year. During this period, they opened two new offices, hired 5+ new lawyers, added 2 new administrative staff, and have recently opened their third office in Nashville, TN. This is a step-by-step, in-depth walk-through for how lawyers can take their practice from where it’s at to the next level and beyond.

    1 小時 23 分鐘
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4.3
（滿分 5 顆星）
15 則評分

簡介

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.

資訊

  • 創作者
    The Unbundled Attorney Team
  • 活躍年代
    2016年 - 2024年
  • 集數
    71
  • 年齡分級
    兒少適宜
  • 版權
    © Empowered Legal, LLC
  • 節目網站
    Unbundled Attorney Mastermind

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