Shows
Unbundled Attorney MastermindFrom Eight to 118 Clients: Anthony Godshall's Journey of Rapid Law Firm Growth00:00 Introduction to the Unbundled Attorney Mastermind Podcast00:32 Welcome to the Fireside Chat with Anthony Godshaw02:31 Anthony's Journey and Success with Unbundled Attorney04:18 Balancing Personal Life and Professional Growth04:42 From Eight to 118 Active Cases: The Growth Story08:03 The Importance of Client Connection and Genuine Interest11:28 Effective Lead Conversion Strategies15:50 Building a Sustainable Practice with Consistent Revenue24:57 The Role of Free Consultations and Client Trust32:11 Quick Response and Initial Client Interaction36:02 Navigating Payment Processes36:20 The Importance of Follow-Ups2025-03-071h 08Unbundled Attorney MastermindMaximize Every Consultation: Proven Strategies for Enrolling More Clients with Jim Spangler00:00 Introduction to the Podcast00:44 Meet Jim Spangler: A Successful Unbundled Attorney01:37 Transitioning from Big Law to Running a Private Firm03:11 The Client-Centered Approach04:14 Effective Consultation Strategies04:50 Interactive Q&A Session05:35 Building Trust with Clients06:58 Concrete Steps and Active Voice16:29 Discussing Payment PlansIf 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...2025-02-151h 19Unbundled Attorney MastermindBuilding a Virtual Practice That Serves Multiple StatesTimestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33...2024-12-201h 18Unbundled Attorney MastermindSeamless 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...2024-12-1959 minUnbundled Attorney MastermindHow to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire StateHow to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State | Episode 69 | Unbundled Attorney MastermindThis 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, cli...2024-11-281h 27Unbundled Attorney MastermindBuilding a Six-Figure a Month, Client-Centered Probate and Estate Planning Law PracticeBuilding 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 i...2024-03-291h 00Unbundled Attorney MastermindThe Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled AttorneyThe 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...2024-03-071h 02
Unbundled Attorney MastermindThe Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable RepresentationEpisode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable RepresentationIn 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, includingan online client portal that integrates into his practice management software. He explains how this portal improves his consultation conversion rate, streamlines h...2023-11-211h 14
Unbundled Attorney MastermindCriminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice LawEpisode 65: Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice LawIn 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...2023-07-011h 13
Go Big to Give Big031: Dave Aarons | Impacting the World Through EntrepreneurshipIn this episode, Dave Aarons, founder of Unbundled Attorney, shares his journey from employee to entrepreneur, emphasizing the importance of financial and location independence. He discusses the power of personal development and the concept of 'for-purpose' businesses. Dave also talks about Unfold Legal's model of giving, the dilemma between donating time or money, and his personal inspirations for giving. The episode concludes with lessons on financial management and the meaning of "go big to give big".
Welcome Back to Go Big to Give Big Podcasts with Randy Molland and Steve Arneson. Today we are joined by Dave Aarons! Dave...2022-11-1554 min
Unbundled Attorney MastermindFrom $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice**Episode 61: 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...2022-06-021h 23
Unbundled Attorney MastermindFamily and Criminal Lawyers: How to Triple New Client Retention and Boost Your Profits Overnight**Episode 61: Family and Criminal Lawyers: How to Triple New Client Retention and Law Firm Profits Overnight”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 ho...2022-02-021h 44
Unbundled Attorney MastermindScale Up Your Law Practice: Hire Great People, Automate Workflows, and Efficiently Deliver Limited Scope ServicesIn 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...2021-04-171h 10
Unbundled Attorney MastermindHow to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of LawyawEpisode 60: How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw
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 ho...2020-11-101h 01
Unbundled Attorney MastermindThe Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee StructuresEpisode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures
Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creative ways he works with clients. He describes how he breaks cases up into billable segments and allows clients to pay-as-they-go. He will also let clients in certain cases pay his fees out of the settlement of the estate. Let’...2017-11-181h 05
Unbundled Attorney MastermindAutomating Client Follow Up: How to Leverage Email Management Systems to Easily Stay in Touch with New Prospects and ClientsEpisode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients
Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about the rest? Most law firms fail to follow up with prospects who do not call back or are not retained immediately. It is a task that often doesn’t get done because it takes too much time. What if there is a way to automatically stay in touch with these pr...2017-10-171h 02
Unbundled Attorney MastermindDelivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional CourtsEpisode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts
When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle cases by themselves using the internet. Now with the help of Unbundled Attorney, Thomas built a thriving practice by delivering clients a full range of unbundled legal services. However, being an effective provider of unbundled services comes with its own challenges. Today, Thomas joins our show to help lawyers understand how to deliver unbundled options both...2017-10-031h 05
Unbundled Attorney MastermindThe “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion RateEpisode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate
After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associate. When Anthony started working with us again he implemented a new sales strategy that enables him to consistently convert an astounding 80% or more of his leads into paying clients. What is even more impressive is 90% of thos...2017-09-161h 05
Unbundled Attorney MastermindExpand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management SystemEpisode 39: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System
After launching his practice early in 2017 in the Hudson Valley, NY, Alexander Keenan quickly expanded to serve the nearby metropolitan Albany, NY community despite the fact that he lives 2-3 hours away. After trying to manage the travel time involved, Alex decided to hire contract lawyers to serve his clients in those courts farthest from his office. The relationships he forged with his contract lawyers are so successful that Alex is now working on expanding his practice into...2017-08-311h 07
Unbundled Attorney MastermindFundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More ClientsEpisode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients
New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many years studying the art of building rapport with clients and closing the deal. Today Matt joins us on the show to discuss some of these core strategies, and how they have helped him consistently convert his leads into paying clients. We also discuss the many challenges of starting a new practice, investing in a...2017-08-1551 min
Unbundled Attorney MastermindRunning a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the PhoneEpisode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone
Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her practice alone to hiring a team of trained and competent staff to support her. Today Lisa walks us through her procedure for successfully hiring and training new staff members, including what tasks you should delegate and which ones you should not. Lisa often works from home and she has developed systems that enable her...2017-07-3155 min
Unbundled Attorney MastermindExperienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each ClientEpisode 36: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client
Brian Picarello spent the first years of his professional life working as a social worker. After graduating law school in 2010 at the age of 38, Brian brings the years of experience working with clients in crisis situations to the practice of law. He explains how to become an effective active listener, including how to cultivate and communicate empathy with your clients. Brian has also been working with Unbundled Attorney since the day we launched in January of 2015...2017-07-191h 06
Unbundled Attorney MastermindHow to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your PracticeEpisode 35: How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice
There is no question that YouTube and the availability of “Do It Yourself” information online continues to have a significant impact on the legal profession. There are a lot more people nowadays who are handling their cases pro se, and this trend is likely to continue for years to come. Today, Brian Reidy joins us to talk about how attorneys can adapt to this shift in the marketplace by providing unbundled legal services. He p...2017-07-031h 06
Unbundled Attorney MastermindAutomate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of LexicataEpisode 34: Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata
Michael Chasin joins us to give an overview of Lexicata, an all-in-one CRM and client intake solution for lawyers, and how legal technology is impacting the practice of law. He outlines the primary features of Lexicata, and how lawyers are using them to streamline their intake and client conversion process. We announce Unbundled Attorney’s brand new integration with Lexicata, which enables lawyers to have our leads delivered directly into their Lexicata account in...2017-06-161h 08
Unbundled Attorney MastermindMoving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, Tips for Hiring Staff, and the Benefits of Layaway PaymentsEpisode 33: Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, Tips for Hiring Staff, and the Benefits of Layaway Payments
Have you ever considered moving to another city, but haven’t because you are reluctant to start a new practice from scratch? Maybe you want to be closer to family, or live in your dream community, but the pull of existing clients and income makes it difficult to pull the trigger? Last year, Aaron Walsch, took a leap of faith and moved from Columbia, SC to Nashville, TN...2017-06-031h 00
Unbundled Attorney MastermindHow Cultivating a Deep Understanding of Your Clients’ Emotional, Cultural and Political Context Can Help You Deliver Exceptional Service and Build a More Profitable PracticeEpisode 32: How Cultivating a Deep Understanding of Your Clients’ Emotional, Cultural and Political Context Can Help You Deliver Exceptional Service and Build a More Profitable Practice
Originally from Cuba, Moises Kaba has been providing immigration, family law, and estate representation in southern Florida for over 30 years. Today, Moises joins us on the show to talk about the importance of cultivating an understanding of the cultural history and emotional fears of your clients. He explains how this empathy helps you become an exceptional communicator. This is one element of Moises’s three-part service philosophy which not only dictates how...2017-05-2254 min
Unbundled Attorney MastermindStarting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Walkthrough from Successful Launch to Expansion, Hiring Virtual Contract Lawyers, and Empathetic PricingEpisode 31: Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Blueprint for a Successful Launch and Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing
After 18 years of practice, Maria Aguila decided to go back out on her own and start a new law firm. Today, Maria joins us on the show and walks us through the phases of growth and expansion she experienced during the successful launch of her new practice six months ago. She tells us why she hired a virtual assistant and virtual contract attorney to help build the new practice, and...2017-05-061h 01
Unbundled Attorney Mastermind15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging ParalegalsEpisode 30: 15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging Paralegals
David Zaslavsky has had his own solo family law practice in New York City for over 15 years. Today, he joins our show to share his insights about how he has learned to develop rapport and relate to people from a wide variety of ethnic backgrounds and personality types whom he encounters in NYC. David also shares his experiences from working with many lead generation companies through the years. He discusses how they compare to Unbundled...2017-04-2247 min
Unbundled Attorney MastermindDeveloping a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration ServicesEpisode 29: Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services
After working as a public defender in Manhattan, NY and commuting for two hours each day, Vaneskha Wilson decided to move to Orlando with her family and start her own virtual immigration practice. Today she joins on the show to breakdown how she has been able to enroll and deliver immigration services to the majority of her clients without having to meet them in person. This includes a walk-through of each step in the process from the initial call and enrollment, to how...2017-04-091h 12
Unbundled Attorney MastermindStrategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with ClientsEpisode 28: Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients
Sean Lynch currently receives about 200 leads each month from Unbundled Attorney. Not only has he been receiving a high volume of leads since first starting back in September 2016, he converts over 40% of our leads into new paying clients. Today, Sean joins us on the show to share some of the strategies he has developed, as well as some creative payment options he offers that enable him to provide affordable services for so many of his leads. Sean explains...2017-03-2550 min
Unbundled Attorney MastermindHow Shifting Away from a “Big Retainer Mentality” Can Transform Your FirmEpisode 27: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm
Brian Winters’ experience while working for a big law firm included what he calls a “big retainer mentality.” Success there was measured by how large the initial retainer would be. After some convincing, Brian started offering more affordable services including unbundled “isolated task” work to his clients, and this change in his mentality and approach helped transform his practice. Today, Brian shares how he went about making this important change, the kinds of options he offers now, and how he talks about them with his clients. H...2017-03-1245 min
The Business Method: Interviewing Billionaires, Billion Dollar Founders & the World’s Most Successful People 🎧🔥Ep. 181 ~ PPC Expert, Company Culture and Buenos Aires ~ Dave Aarons“Many people don’t weigh the importance of…expanded associations. How do I get around people, that are playing the game 1,2,3 or even 10 levels higher than I am?” Dave Aarons
Today listeners I am happy to introduce the PPC expert and founder of Unbundled Attorney, Dave Aarons to the show. Unbundled Attorney, is a premium lead generation service that delivers leads for those in the legal industry. Dave started his entrepreneurial career in the network marketing industry first becoming an expert at sales and marketing. After realizing he was still trading time for dollars he began to shift his mindset and look...2017-03-0942 min
Unbundled Attorney MastermindDeep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal ServicesEpisode 26: Deep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal Services
In our previous episodes, Dave Aarons, CEO of Unbundled Attorney, interviews the guests on our show. Today, the tables are turned, and one of the previous guests from the podcast, Sou Bounlutay, interviews Dave, and gets to the bottom of what Unbundled Attorney is really all about. Dave talks about the major changes that have occurred in the legal industry over the past 30 years, and how attorneys can adapt their practice in...2017-02-251h 12
Unbundled Attorney MastermindEstate Planning Strategies Learned from 36 Years of Practice: Pay-As-You-Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving ClientsEpisode 25: Estate Planning Strategies Learned from 36 Years of Practice: Pay-As-You-Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients
After over 36 years of legal practice, Robert Muehlenweg has developed a well-defined strategy that provides affordable and compassionate estate planning services for his clients. Today he joins us on the show to share some of the unique service options he has developed, including pay-as-you-go, fixed fees, full representation services, and how he prices these options. We talk about how he fields the estate leads we send him, including his approach to the initial...2017-02-1351 min
Unbundled Attorney MastermindHow to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient FirmEpisode 24: How to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient Firm
Before Charles Skinner became an attorney, he worked as a machinist for over 10 years. That experience taught him a lot about how to streamline processes and build an efficient business model. Today, Charles shares how he transferred this approach to his law practice by building systems that streamline workflows. We also explore how he was able to successfully relocate his law practice from El Paso to Dallas, TX. He examines some of the...2017-01-271h 17
Unbundled Attorney MastermindLaunching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 MonthsEpisode 23: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months
Andrew Burgess is 9 months out of law school and has already built a thriving and successful solo practice. This growth is largely fueled by a high volume of Unbundled Attorney leads, his effectiveness in fielding those leads, and the affordable unbundled options he offers his clients. Today, Andrew shares the strategies he has implemented to make contact with almost every lead he talks to, and he provides a specific, detailed analysis of the economics of unbundling. He makes a very strong...2017-01-131h 04
Unbundled Attorney MastermindChronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a PracticeEpisode 22: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice
After many years working as a prosecuting attorney and then as a contract lawyer for a firm on the east coast, David Gross decided to start his own practice out of Vancouver, WA, in March of 2015. In this episode David chronicles his firm’s growth from solo practitioner and “wearing all the hats,” to the small firm he has now, along with the many challenges he has overcome along the way. He shares valuab...2017-01-011h 12
Unbundled Attorney MastermindBuilding Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate LeadsEpisode 21: Building Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate Leads
Bill Fix didn’t become a lawyer straight out of college. Instead, he worked in sales and as an investment advisor before enrolling in law school. These experiences taught him valuable lessons that later influenced how he manages his practice. Today, Bill shares many of these valuable lessons, including how to relate well and communicate effectively with clients. We discuss mobile lawyering, how to build a law practice from home, and strategies he has developed to call and convert estate leads effectively....2016-12-171h 06
Unbundled Attorney MastermindLessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal MarketEpisode 20: Lessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal Market
Richard A. Shannon is an exceptional attorney with over 50 years of experience. After studying liberal arts and graduating from UT School of Law, he served as an Assistant Attorney General of Texas and Special Counsel to the Commissioner of Insurance, before starting his private practice in family law over 20 years ago. Today Richard joins us on the show to share his broad perspective on the changes that have occurred in the legal marketplace during the past 10-20 years. He explains ways...2016-12-051h 04
Unbundled Attorney MastermindStarting a Solo Practice in Your Forties: Embracing Tech, Leveraging an Assistant, and Flexible Payment PlansEpisode 19: Starting a Solo Practice in Your Forties: Embracing Tech, Leveraging an Assistant, and Flexible Payment Plans
Kathy Orr has been practicing family law for over 15 years, and what makes her stand out from our other guests is that she took up the practice of law in her forties. After graduating magna cum laude, besting her younger classmates, she decided to start a solo practice right out of law school. Today, Kathy joins us and gives some practical tips for new lawyers. She also highlights the importance of having an assistant, and explains how her payment plans...2016-11-181h 01
Unbundled Attorney MastermindScaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 MonthsEpisode 18: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months
Rhonda Telford Naidu has been an Unbundled provider attorney out of Oklahoma City, OK for about 3 months. During this time her client base has grown from 9 active clients to 51 which has required her to hire two new attorneys. She is also working on opening new offices that will allow her firm to expand to serve the entire state of Oklahoma. Today, she and her partner/office manager, Jayshree, walk us through how they have scaled their practice so quickly...2016-11-041h 23
Unbundled Attorney MastermindHow Offering “Pay-As-You-Go” Options Can Dramatically Increase the Number of Clients You Can Profitably ServeEpisode 17: How Offering “Pay-As-You-Go” Options Can Dramatically Increase the Number of Clients You Can Profitably Serve
Barbara Rogachevsky has been an Unbundled provider attorney out of Akron, Ohio, for over two-and-a-half years now. Today Barbara shares the types of unbundled and “pay-as-you-go” options she offers that can fit into the budget of almost any client she works with. She explains how she uses the script to determine her client’s legal needs, financial budget, and how to formulate a “plan” to help them accomplish their goals. She also shares a unique “risk-free” offer for her clients to meet with her for...2016-10-2256 min
Unbundled Attorney MastermindProven Sales Strategies to Convert More Leads and Eliminate No-ShowsEpisode 16: Proven Sales Strategies to Convert More Leads and Eliminate No-Shows
Tera Lee is a long-time unbundled provider attorney based in San Bernardino, CA who has applied best practices and strategies he learned from his background in sales to calling leads. Today Tera joins our show to discuss the importance of embracing sales as a critical component of building a successful law practice, and how to develop systems to consistently improve your sales process over time. He also shares many of the effective sales tactics he has developed, including how to completely eliminate “no-shows” from your practice with...2016-10-081h 11
Unbundled Attorney MastermindStreamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative UnbundlingEpisode 15: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling
Obreziah Bullard is an unbundled provider attorney out of Atlanta, GA that converts about 75% of the leads she receives into paying clients. That’s an impressive conversion rate, but even more impressive is the fact that 98% of these converted leads retained her services over the phone, without ever meeting her in person. Today, she shares how she has used technology to develop a streamlined electronic enrollment process, and walks us through some very unique and creative unbundled options that have never been divulged on th...2016-09-231h 04
Unbundled Attorney MastermindBuilding a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the PhoneEpisode 14: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone
Zoe Garvin joins our show today and shares her journey from college graduate to opening her own solo practice, including resources that helped her make the transition. She has also been able to generate over $10,000 in revenue from Unbundled leads in her first two weeks. Her success is even more remarkable because one-third of her Unbundled clients enrolled over the phone, without ever meeting her in person, and she shares the exact process she follows to accomplish this.
...2016-09-091h 03
Unbundled Attorney MastermindThe Modern Solo Practice: How to Leverage Internet Leads to Ramp Up a New Law FirmEpisode 13: The Modern Solo Practice: How to Leverage Internet Leads to Ramp Up a New Law Firm
Immigration and Family Law Attorney, Austin Andenmatten, sole practitioner at the Law Offices of Austin Andenmatten, joins our show today and shares his success story after opening his practice just a couple years ago. Austin became certified as a Bar Advocate in 2014, graduating with honors from Suffolk University School of Law. After graduating law school, Austin served as a public defender prior to expanding his practice area and today he serves clients throughout the commonwealth of Massachusetts. He has achieved...2016-08-301h 07
Unbundled Attorney MastermindExpanding Your Reach on Social Media: Facebook, Live Streaming, and the Future of Legal TechEpisode 12: Expanding Your Reach on Social Media: Facebook, Live Streaming, and the Future of Legal Tech
In this episode we interview provider attorney, Jacob Sapochnick, who shares how he built a huge following on social media, including over 130,000 fans on his Facebook page. He describes how leveraging legal tech platforms and cloud computing helped automate and streamline his practice. Jacob shares valuable insights on why it is critically important for firms to leverage legal technology in order to stay competitive.
You’ll Learn:
The strategies Jacob successfully used to build a massive following on Fa...2016-08-1343 min
Unbundled Attorney MastermindMastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single YearEpisode 11: Mastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single Year
In this episode we interview provider attorney, Matthew Beach, who built a thriving practice and generated over $250k in revenue last year from the Unbundled Attorney leads he received alone. Matt shares details of the process he uses to convert 50% of his leads into paying clients. Matt has an impressive strategy that completely eliminates no show appointments, and he explains how to leverage valuable time through the use of contracted attorneys.
You’ll Learn:
How Matt generated $250k...2016-07-2958 min
Unbundled Attorney MastermindFrom Brand New Practice to Tens of Thousands in Monthly Revenue in Six MonthsEpisode 10: From Brand New Practice to Tens of Thousands in Monthly Revenue in Six Months
In this episode we interview provider attorney, Ardy Pirnia. Fueled by a high volume of Unbundled leads, Ardy has grown his solo practitioner law firm into a successful practice with 3 paralegals, 3 employees and tens of thousands in monthly revenue in six months. Ardy shares how he achieved his success through the use of internet leads, and explains the core strategies that have laid the foundation for the extraordinarily rapid growth of his firm.
You’ll Learn:
How Ardy converts 1 ou...2016-07-1536 min
Unbundled Attorney MastermindExploring the Practical Benefits of Flat Rate BillingEpisode 9: Exploring the Practical Benefits of Flat Rate Billing
In this episode we interview provider attorney, Deborah Roffman, who provides her clients flat rate quotes for selected legal services in her practice. We discuss the reasons why she introduced flat rate price options and how it has changed her practice. Deborah explains why it works for the benefit of her clients, and shares tips and strategies for when and how to offer flat rates.
You’ll Learn:
Tips on how to transition into a new area of the law and provide legal services in a...2016-07-0157 min
Unbundled Attorney MastermindBringing a Holistic Approach to the Practice of LawEpisode 8: Bringing a Holistic Approach to the Practice of Law
In this episode we interview Michele Bernard, who is an Unbundled Attorney in Orlando, FL. She shows you how to bring a holistic philosophy into our practice as attorneys. Michele explains how this unique approach impacts the way she serves her client relationships. We also discuss the impact empowering attorneys nationwide to offer alternative resolution strategies and unbundled legal services can have on our communities and children.
You’ll Learn:
What being a holistic attorney means and how it benefits your practice
How to st...2016-06-171h 26
Unbundled Attorney MastermindExpert Tips: Lessons and Strategies Learned By Fielding Over 1000 LeadsEpisode 7: Expert Tips: Lessons and Strategies Learned By Fielding Over 1000 Leads
In this episode we interview Robert Manson, who is an Unbundled Attorney in Minneapolis, MN. Robert has received over a thousand leads and expanded his practice throughout the state of Minnesota. He shares the strategies and best practices which have enabled him to serve a high volume of clients, many of whom are 2 hours or further from his office.
You’ll Learn:
How to provide cost-saving unbundled options for your clients when courts favor mediation and early dispute resolution
How to leverage the “wow...2016-06-041h 05
Unbundled Attorney MastermindHow to Expand Your Practice Statewide, Serve More Clients, and Cultivate ReferralsEpisode 6: How to Expand Your Practice Statewide, Serve More Clients, and Cultivate Referrals
In this episode we interview provider attorney, Marsha Stiles.
She has built a thriving practice that serves the three corners of Missouri. Marsha takes us through the process she has used to expand her practice throughout the state. We discuss creative ways she has developed to expand referrals and serve more clients, including offering unbundled legal services, in-home appointments, and other “outside the box” strategies.
You’ll Learn:
How to leverage lead generation to open thriving “satellite” offices in other regi...2016-05-2055 min
Unbundled Attorney MastermindHow to Build a Thriving Practice Using Internet Leads and Unbundled Legal ServicesEpisode 4: How to Build a Thriving Practice Using Internet Leads and Unbundled Legal Services
In this episode we interview provider attorney Michael Greenstein.
Michael walks us through the process he has developed using internet leads to help build his practice. He also reveals the secrets to the success he has had with unbundled legal services over many years including specifics on how to deliver these options to clients.
You’ll Learn:
The step by step process for calling leads and converting them into paying clients
The importance of getting positive reviews from yo...2016-05-061h 12
Unbundled Attorney MastermindThe Turnaround Episode: How One Shift in Approach Can Dramatically Transform Your ResultsEpisode 4: The Turnaround Episode: How One Shift in Approach Can Dramatically Transform Your Results
In this episode we interview provider attorney, Sou Bounlutay.
Sou achieved a remarkable turnaround in results after making an important shift in understanding her role as an attorney and service provider for her clients.
You’ll Learn:
How adopting a service-minded, client-centered approach significantly improves the quality of your client interactions
How to respond to clients that ask you to answer legal questions on their first call
The three things every client must understand in their initial call in...2016-04-2252 min
Unbundled Attorney MastermindImmigration vs. Family Law Leads: Key Strategies for Converting BothEpisode 3: Immigration vs. Family Law Leads: Key Strategies for Converting Both
In this episode we interview Marcus Torigian. who is an Unbundled Attorney in Fresno, CA.
Marcus identifies the most important differences between immigration and family law, and he explains differences in strategy and process he uses to effectively service each type of lead.
You'll Learn:
The specifics of “3 Tiers” of service Marcus offers to family law clients, including price points and service options for each tier
How to train your staff to make the initial call to leads if you are not...2016-04-131h 02
Unbundled Attorney MastermindHow Attorney Les Sandoval Converts 50% of His LeadsEpisode 2: How Attorney Les Sandoval Converts 50% of His Leads
In this episode we interview Les Sandoval who was an Unbundled Attorney in Albuquerque, NM.
Les explains how he consistently converts 50% of his leads as a sole practitioner by offering service options tailored to the needs of his clients.
You'll Learn:
How to educate the clients on the value of being able to work with a sole practitioner or small firm
Why you as the attorney should make the initial contact with each lead
The types of unbundled legal services and flexible retainer...2016-04-1238 min
Unbundled Attorney MastermindFundamentals of Fielding Leads and Offering Flexible Payment OptionsEpisode #1: Fundamentals of Fielding Leads and Offering Flexible Payment Options
In this episode we interview Brad Latta, who is an Unbundled Attorney in Birmingham, AL.
Learn from one of our long term veteran attorneys, as we explore the best practices for contacting leads, setting appointments, and types of flexible payment options you can offer to make it easier for clients to purchase your services.
You'll Learn:
How quickly you should contact new leads
The importance of meeting with your leads in person
Brad's exact process for calling leads, setting appointments, and the...2016-04-061h 04