Unbundled Attorney Mastermind

Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys


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Episode Breakdown
  • 00:00 Introduction to Unbundled Attorney Mastermind Podcast
  • 00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney
  • 01:44 Exploring MyCase Features with Lindsay Bushong
  • 04:57 Showcasing the Integration: Real-Time Lead Management
  • 05:26 Demonstration: Setting Up MyCase Integration
  • 08:30 Managing Leads and Automations in MyCase
  • 15:01 Utilizing MyCase for Client Communication
  • 20:13 Transitioning Leads to Cases in MyCase
  • 32:38 Handling Credit Card Fees
  • 34:43 Setting Up Payment Plans
  • 36:59 Subscription Billing Explained
  • 39:36 Syncing with LawPay
  • 42:05 Document Automation Features
  • 46:21 Using Intake Forms
  • 52:46 Workflow Automation
  •  57:25 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

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Unbundled Attorney MastermindBy The Unbundled Attorney Team

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