59 episodes

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.

Unbundled Attorney Mastermind The Unbundled Attorney Team

    • Business

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.

    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

    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.

    • 1 hr 24 min
    Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably

    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.

    • 1 hr 33 min
    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

    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.

    • 48 min
    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

    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.

    • 1 hr 41 min
    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

    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.

    • 1 hr 8 min
    How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty

    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.

    • 45 min

Customer Reviews

Pennsylvania Solo Practitioner ,

Good Tips for Small and Solo Practitioners

This podcast can benefit attorneys even if they don't subscribe to the Unbundled Attorney lead service, but if they subscribe to the lead service it adds an extra layer of value. Practitioners can get some good ideas about how to expand their practice from each episode.

The sound is a little soft/uneven on some episodes.

Rpdst3 ,

I benefit from every episode

This podcast has expanded my imagination of how, as a new attorney, I can begin generating income with a new practice.

John Dennis | Smart Time Onlin ,

Amazing podcast for attorneys

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.

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