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

• 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

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 Connecticut
• How 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 leads
• How he leverages legal technology to streamline much of the document preparation, payment collection, and processes in his firm
• And 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

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

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 practitioner
• Importance of maintaining a work-life balance and finding fulfillment in practicing law on your own terms
• The tools he uses to enhance the efficiency of his practice
• Why he provides all of his representation on a flat-fee, limited scope basis
• His unique approach to client intake and ongoing communications
• Importance of managing work volume and taking breaks to avoid burnout
• Practical aspects of managing workload while ensuring that clients are still receiving the prompt legal assistance
• And 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

Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation

In 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, including

an online client portal that integrates into his practice management software. He explains how this portal  improves his consultation conversion rate, streamlines his workflows, and substantially increases clients’ trust and confidence in the services he provides them.

Click here to watch the video version of this podcast interview on our YouTube Channel

In this episode, you’ll learn:

• Why Rob enrolls his criminal clients with 20% down, and how this has impacted his lead conversion rate
• How using automated recurring payments has enabled him to deliver services with a lower initial deposit and still have exceptionally low account receivables
• Why payment plans haven’t worked in the past for many lawyers, and how modern processing tools now enable them to have a substantially higher success rate
• How the client portal feature of case management platforms can increase client’s visibility into the services being performed and instill more confidence and trust
• How Rob’s online intake form increases his consultation conversion rate, streamlines his workflows, and improves the overall experience for his clients
• How online practice management software enables him to keep him and his staff organized and on task, and effectively manage a higher volumes of cases
• LawPay, Case Management, 20% Down
• And much more…

Resources Mentioned:

• MyCase (16:20)
• LawPay (12:35)

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

Episode 65: Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law

In 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 many more clients, and is already generating an additional $30-40k a month in revenue from his Unbundled leads alone.

Click here to watch the video version of this podcast interview on our YouTube Channel

In this episode, you’ll learn:

• Why optimizing your criminal firm to be immediately responsive to new leads and requests will substantially increase your client conversion rate
• What automated recurring billing payment plans are, and why they can enable you to accept less than 50% down in a criminal case
• How to structure your recurring payment plans so they have a high rate of processing successfully
• How to determine the ideal initial deposit in each case, and the best payment schedule and payment amount for each payment plan
• The being transparent cultivating an empathetic approach to your consultations will help you convert more clients and create more customer loyalty
• And much more …

Resources Mentioned:

• Calendly (12:37)
• DirectConnect (16:20)
• LawPay (36:23)

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

**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 step-by-step, in-depth walk-through for how lawyers can take their practice from where it’s at to the next level and beyond.  

Click here to watch the video version of this podcast interview on our YouTube Channel

In this episode, you’ll learn:

• The four key components that enable their team to effectively enroll clients virtually without having to meet clients in person
• The value from thinking of a law practice like a factory, and setting up systems to process “raw materials” through your firm in the most efficient way possible
• Who is the first and most important hire that firms should make when they are scaling up their practice?
• Importance of creating roles and responsibilities (“lanes”) for each team member in the firm, and why they should stay focused on their key roles
• Why having systems in place to process, manage, and track all payments, plus knowing the critical role firm finances play in sustaining the growth of your firm
• Why do Brandon or a partner in the firm continue to call and convert each of their Unbundled leads, and why they do NOT delegate this responsibility to anyone else
• Who are the three most important people a firm needs to have in place when scaling up from a solo practitioner to a small firm?
• How to generate a consistent source of qualified attorneys to bring into your firm
• The most important considerations when making hiring decisions for associate attorneys
• The value of hiring team members who have complementary skills and personality types to share different types of tasks and responsibilities
• How gaining access to financing and capital investment resources significantly increases the speed that your firm can scale and grow
• How to structure payment plans to ensure your clients consistently make their payments, and what are the payment processing systems that make this possible
• How Brandon and Robert can provide services to 80% of their clients who would otherwise be unable to afford a lawyer
• The value of taking time to implement a document automation system that creates legal documents in a faster and more efficient manner
• How to cultivate a great company culture that motivates each of your team members to sincerely want to be a key part of your firm
• And much more …

Resources Mentioned:

• LawPay (49:00)
• Lawyaw (1:00:00)
• LawClerk (1:03:30)

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

**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 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. 

Click here to watch the video version of this podcast interview on our YouTube Channel

In this episode, you’ll learn:

• Critical differences between family law and criminal clients, and how to adapt your consultation and enrollment approach for each practice area
• Phone vs. Zoom vs. In-Person meetings, and which approach works best for each practice area
• Examples of limited scope services you can provide for family law clients
• A step-by-step walkthrough of the best practices for enrolling family law clients on the phone and in-person consultation
• The advantages of enrolling family law clients initially for a limited scope service only, and then allowing those relationships to evolve over time
• The value of implementing document automation software to increase your efficiency and profitability, especially for flat-rate services
• How to provide affordable criminal representation outside of providing limited scope service options (40:00)
• How payment processors like Lawpay provide automated recurring billing features to enable lawyers to offer more flexible payment terms (45:05-49:50)
• Creative payment structures for criminal law that differentiate your firm and substantially improve your client retention rates
• Best practices for an initial consultation in criminal cases that maximize client conversion, and why these strategies differ from family law (56:54)
• The importance of understanding the urgency and critical nature of criminal case issues, and how this informs the way to approach those consultations
• How to determine how much to charge as an initial deposit, and how to structure payment plans
• The financial benefits of how creative payment options improve client conversion and increase revenues and profitability for the firm
• The gap in the marketplace between high-net-worth individuals, and those who qualify for legal aid, and the financial opportunity this represents for lawyers who can profitably deliver legal services to the middle majority sector of the marketplace

Resources Mentioned:

• Lawyaw
• Podcast Interview with Amy Porter, former CEO of LawPay
• Clio Grow

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

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.

Click here watch the video version of this podcast interview on our YouTube Channel

In this episode, you’ll learn:

• How having a newborn child has shifted Robert’s perspective and provided additional motivation to increase the capacity and success of his firm
• How Robert has been able to attract and retain exceptional contract lawyers and associates
• Tips for attracting new team members, both through your network and in the marketplace
• The specific processes Robert has put into place to automate and streamline his workflows
• The legal technology tools Robert uses that enable a tremendous amount of automation in his firm
• How implementing limited scope services has dramatically improved his client conversion rate
• A detailed breakdown of the limited scope services he offers and how he offers them during his initial consultations
• And 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