Unbundled Attorney Mastermind

The Unbundled Attorney Team
  • 4.3 (15)
  • BUSINESS
  • UPDATED BIMONTHLY

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. 03/07/2025

    From Eight to 118 Clients: Anthony Godshall's Journey of Rapid Law Firm Growth

    00:00 Introduction to the Unbundled Attorney Mastermind Podcast 00:32 Welcome to the Fireside Chat with Anthony Godshaw 02:31 Anthony's Journey and Success with Unbundled Attorney 04:18 Balancing Personal Life and Professional Growth 04:42 From Eight to 118 Active Cases: The Growth Story 08:03 The Importance of Client Connection and Genuine Interest 11:28 Effective Lead Conversion Strategies 15:50 Building a Sustainable Practice with Consistent Revenue 24:57 The Role of Free Consultations and Client Trust 32:11 Quick Response and Initial Client Interaction 36:02 Navigating Payment Processes 36:20 The Importance of Follow-Ups 36:58 Walking Clients Through Payments 38:05 Building Authentic Client Connections 40:03 Discussing Deposits and Payment Plans 45:17 Balancing Work and Family Life 48:32 Expanding Your Law Practice 49:38 Effective Hiring Strategies 51:57 Inspiration and Future Goals 59:02 Q&A and Final Thoughts   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

    1h 8m

  2. 02/14/2025

    Maximize Every Consultation: Proven Strategies for Enrolling More Clients with Jim Spangler

    00:00 Introduction to the Podcast 00:44 Meet Jim Spangler: A Successful Unbundled Attorney 01:37 Transitioning from Big Law to Running a Private Firm 03:11 The Client-Centered Approach 04:14 Effective Consultation Strategies 04:50 Interactive Q&A Session 05:35 Building Trust with Clients 06:58 Concrete Steps and Active Voice 16:29 Discussing Payment Plans 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

    1h 19m

  3. 01/25/2025

    Burn the Boats: Building a Thriving Criminal Defense Practice with Steve McGuckin

    00:00 Introduction to Unbundled Attorney Mastermind Podcast 00:31 Welcome to the Fireside Chat with Stephen McGuckin 01:15 Meet Your Hosts: Jack Dolance and Stephen McGuckin 02:22 Stephen McGuckin's Journey and Unique Perspective 02:49 Goals and Structure of the Fireside Chat 03:30 Building a Community and Encouraging Participation 04:50 Stephen's Return to Private Practice 06:54 Lessons Learned from Unbundled Attorney 22:03 The Importance of Prompt Lead Response 31:53 Effective Client Engagement and Payment Plans 40:09 The Importance of Consistent Cash Flow 41:05 Handling Client Deposits: Best Practices 45:01 Automated Recurring Payments: A Game Changer 47:34 Burn the Boats: Embracing Commitment 51:31 Expanding Your Practice: Strategies and Tools 01:07:28 Ensuring Client Payments: Tips and Advice 01:17:28 Conclusion and Final Thoughts

    1h 20m

  4. 12/20/2024

    Building a Virtual Practice That Serves Multiple States

    Timestamps: 00:00 Introduction to Unbundled Attorney Mastermind Podcast 01:07 Guest Introduction: Wade Goertz of Goertz Law 03:58 Scaling Legal Services Across Texas 06:15 Virtual Legal Services: Benefits and Challenges 09:49 Effective Client Engagement and Lead Management 18:15 Tools and Techniques for Virtual Practice 27:39 Pricing Strategies and Client Onboarding 40:01 Expanding Practice to Other States 42:16 Challenges of In-Person Meetings in New York 43:21 Structuring Attorney Relationships 44:27 Cost Differences Between Texas and New York 44:49 Open Q&A Session Begins 45:59 Scaling and Expanding Practices 48:10 Hiring and Managing Attorneys 50:18 Client Consultations and Payment Plans 54:33 Building a Multi-Jurisdictional Practice 01:05:44 Final Thoughts and Encouragement 01:16:45 Upcoming Events and Closing Remarks 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

    1h 19m

  5. 12/19/2024

    Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys

    Episode Breakdown00:00 Introduction to Unbundled Attorney Mastermind Podcast00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney01:44 Exploring MyCase Features with Lindsay Bushong04:57 Showcasing the Integration: Real-Time Lead Management05:26 Demonstration: Setting Up MyCase Integration08:30 Managing Leads and Automations in MyCase15:01 Utilizing MyCase for Client Communication20:13 Transitioning Leads to Cases in MyCase32:38 Handling Credit Card Fees34:43 Setting Up Payment Plans36:59 Subscription Billing Explained39:36 Syncing with LawPay42:05 Document Automation Features46:21 Using Intake Forms52:46 Workflow Automation 57:25 Q&A and Final ThoughtsIf 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

    1 hr

  6. 11/27/2024

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

    How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State | Episode 69 | Unbundled Attorney Mastermind 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. Click here to watch the video version of this interview on YouTube In this episode, you’ll learn: How he is able to seamlessly enroll and intake new clients electronically across the entire state of ConnecticutHow using a client-centered approach by being creative with service and payment options enables him to retain 2-3 new clients out of every 5 leadsHow he leverages legal technology to streamline much of the document preparation, payment collection, and processes in his firmAnd 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 exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

    1h 27m

  7. 03/29/2024

    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 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.  Click here to watch the video version of this podcast interview on our YouTube Channel In this episode you will learn:  • The steps Bridgette has followed to develop a probate and estate practice that often generates over $100k per month • How Unbundled Attorney's lead generation service have impacted her practice and revenues  • The value of tailoring service options to meet your clients needs and budget constraints • The unique pay-as-you-go service options she offers for her estate planning cases  • How using Clio Manage CRM has helped her manage her legal practice  • Her payment structure for her probate services, including how her initial retainer and payment plans have evolved over time • The value of a developing a client-centered approach to practicing law, emphasizing flexibility and empathy Timestamps  00:01:16: Starting out in law  00:03:17: Transition to Unbundled Attorney  00:10:02: The impact of direct connect  00:26:21: Technology Integration  00:27:33: Document Automation and Transition  00:33:07: Payment Plans and Client Commitment  00:44:51: Hiring an associate  00:56:33: Building a remote team 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

    1 hr

  8. 03/07/2024

    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  In this episode, we interview Clay Wilkinson, a long-time Unbundled Attorney from Dallas, TX. Clay reveals how he has been able to build a lifestyle-driven practice that consistently generates $50k a month in revenue, while working about 30 hours a week. Since we started working with Clay over 7 years ago, his focus has always been on work-life balance over pure profit. What is most important for him is not building a high volume practice, but rather spending more time with his kids, going on trips around the world, and enjoying his family.  However, even though he has optimized his law practice for lifestyle, he's still bene able to build a practice that does exceptionally well financially.  During this interview, Clay discusses the importance of direct client contact, an 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 reflect his commitment to a client-centered, efficient, and balanced legal practice. In this episode you will learn about: Clay Wilkinson's journey from working with a large law firm to becoming a successful solo practitionerImportance of maintaining a work-life balance and finding fulfillment in practicing law on your own termsThe tools he uses to enhance the efficiency of his practiceWhy he provides all of his representation on a flat-fee, limited scope basisHis unique approach to client intake and ongoing communicationsImportance of managing work volume and taking breaks to avoid burnoutPractical aspects of managing workload while ensuring that clients are still receiving the prompt legal assistanceAnd much more... Resources Mentioned: Calendly (41:28) 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

    1h 2m
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4.3
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About

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.

Information

  • Creator
    The Unbundled Attorney Team
  • Years Active
    2016 - 2025
  • Episodes
    74
  • Rating
    Clean
  • Copyright
    © Empowered Legal, LLC
  • Show Website
    Unbundled Attorney Mastermind