Unbundled Attorney Mastermind

By The Unbundled Attorney Team

What's Unbundled Attorney Mastermind about?

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.

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Unbundled Attorney Mastermind episodes:

03.29.2024
Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice
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...
03.07.2024
The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney
The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney Clay Wilkinson reveals the secrets to running a successful, lifestyle-driven law practice. His focus is on work-life balance and...
11.21.2023
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...
06.30.2023
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...
06.02.2022
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...
02.02.2022
Family and Criminal Lawyers: How to Triple New Client Retention and Boost Your 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...
04.17.2021
Scale Up Your Law Practice: Hire Great People, Automate Workflows, and Efficiently Deliver Limited Scope Services
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....
11.10.2020
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,...
04.23.2020
How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment
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...
06.23.2019
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...
03.14.2019
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...
01.13.2019
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...
11.28.2018
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 Provid
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....
07.15.2018
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...
06.07.2018
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...
05.11.2018
Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services
Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of...
04.11.2018
How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice
Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national media. He has...
03.15.2018
A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law
We are excited to announce the release of our first video podcast episode! We traveled to Seattle, WA recently to film this interview with Sou Bounlutay and Sunny Awla. Both Sou and Sunny are successful Unbundled Attorneys who have a...
02.21.2018
Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services
As we prepare to launch our 50th podcast episode, Unbundled Attorney's CEO, Dave Aarons, takes a moment to review our show’s accomplishments during the past two years. He overviews the most popular topics from 49 previous podcast interviews. These include...
02.03.2018
Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith
Jamie Manning is an Unbundled Attorney out of Columbus, OH who has a background working with the Legal Aid Society. When working with her legal aid clients she often only had a limited amount of time to help them with...
01.19.2018
Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology
Mark Brinkworth explored a number of other professions before becoming an attorney. By the time he started his own practice in 2015, the internet, smartphones and legal technology were already making a substantial impact on the legal industry. Like many...
01.08.2018
A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services
Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took some time to take the plunge from the corporate world and start her own practice. Once she did, she committed herself to not only making...
12.19.2017
Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer
Lauren Kelley started her own practice two days after graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months. During this period, she also built systems to streamline her intake...
12.03.2017
21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice
Rebecca Fuller is part of a new era of lawyers that have embraced legal technology in order to build a highly efficient and streamlined practice. The cloud-based tools she uses have also enabled her to operate her practice from any...
11.17.2017
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...
11.04.2017
A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling
Considered to be the founder of the “Unbundled” concept, Forrest “Woody” Mosten has spent the last 20+ years advocating for the awareness and ethical acceptance of unbundled legal services. Today Woody joins us to share the background and history of...
10.17.2017
Automating Client Follow Up: How to 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...
10.03.2017
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...
09.16.2017
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....
08.31.2017
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...
08.15.2017
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...
07.31.2017
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...
07.31.2017
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 a little less than two years ago. During this time, she has transitioned from handling 100% of her practice herself to hiring a team of trained and competent staff to support her. Today...
07.18.2017
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...
07.03.2017
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...
06.16.2017
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 on the show 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...
06.03.2017
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...
06.03.2017
Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, The Importance of Hiring Staff, and 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...
05.22.2017
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...
05.06.2017
Starting 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 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...
04.21.2017
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...
04.09.2017
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...
03.25.2017
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...
03.12.2017
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...
02.25.2017
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...
02.13.2017
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...
01.27.2017
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...
01.13.2017
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...
01.01.2017
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...
12.16.2016
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,...

What's Unbundled Attorney Mastermind about?

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Unbundled Attorney Mastermind episodes:

Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice

The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney

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

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

From $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice

Family and Criminal Lawyers: How to Triple New Client Retention and Boost Your Profits Overnight

Scale Up Your Law Practice: Hire Great People, Automate Workflows, and Efficiently Deliver Limited Scope Services

How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw

How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment

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

Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably

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

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 Provid

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

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

Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services

How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice

A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law

Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services

Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith

Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology

A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services

Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer

21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice

The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures

A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling

Automating Client Follow Up: How to Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients

Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts

The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate

Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System

Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients

Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone

Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options and Enrolling Clients Over the Phone

Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client

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

Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata

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

Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, The Importance of Hiring Staff, and Benefits of Layaway Payments

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

Starting 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 Pricing

15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging Paralegals

Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services

Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients

How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm

Deep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal Services

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

How to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient Firm

Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months

Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice

Building Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate Leads