Unbundled Attorney Mastermind The Unbundled Attorney Team

In this episode we interview Aaron Harshman and Rachelle Ponist. They are a married couple and Unbundled Attorneys who work out of Indianapolis, and each of them run their own criminal and family law practices respectively. During our interview, we discuss how they structure affordable service options in their practice areas, and how their model can help you substantially improve client retention and overall profitability for your firm. They provide examples of limited scope services they provide for family law, and how their clients and practices benefit. Aaron breaks down a creative payment approach in criminal representation that enables him to triple client retention and bank increased revenues and profits for his firm.

In this episode we interview Robert Buchanan, an Unbundled Attorney in Chicago, IL we have worked with for over 5 years.

During the interview we discuss how Robert has been able to successfully scale up the capacity of his firm. From attracting exceptional team members, to developing streamlined systems and automations, Robert covers the steps he has followed and the tools he has implemented to significantly increase the efficiency of his firm.

We also discuss how providing limited scope services has tripled the hiring rate of his new prospective clients, and has substantially improved the quality of his client relationships as well as the overall profitability of his firm.

Modern legal technology is rapidly changing the way legal services are delivered, enabling lawyers to deliver services faster and more efficiently than ever before. One of the most valuable areas to leverage technology is for client intake and document preparation, especially for lawyers that provide unbundled services. Lawyaw’s document automation platform combines the latest client intake and document preparation technology in one powerful application. Tucker Cottingham, CEO of Lawyaw joins our show and shares the Lawyaw founding story, and discusses how Lawyaw substantially reduces the amount of time it takes to complete clients’ intake and draft legal documents, which significantly improves the profitability of your law practice. He also provides a live demo of Lawyaw so you can learn about the key features of the platform.

We are excited to welcome back Anthony Saunders who is a family law attorney from Salt Lake City. Anthony has worked with us for over 7 years and has consistently been the highest converting lawyer in our network. His previous podcast interview(Episode 40) is the most often shared and recommended episode in the history of the show. His client-acquisition strategy begins with this “leading” with limited scope services. Implementing this same approach has fundamentally shifted the way hundreds of lawyers now practice law, and plays a major role in the growth and success of their firms. Today, Anthony gives a comprehensive breakdown of how this approach enables him to consistently enroll 50-80% of his Unbundled leads as paying clients. He describes how he handles the initial phone consultation, and how he eliminates in-office and virtual appointment no-shows. Anthony also shares specific unbundled service options he offers and how he determines what to charge. So grab a pen and paper and be ready to take copious notes so that you can take what Anthony shares during this interview and implement it into your practice right away.

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.

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.