Unbundled Attorney Mastermind

San Diego, CA attorney Lee Vernon is a product of a legal incubator provided through the Thomas Jefferson school of law. The incubator provided mentoring from experienced attorneys the practice of law, affordable office space and the opportunity to collaborate with other attorneys. In addition, Lee was exposed to the concept of unbundled legal services and how it can be used to help individuals that are unable to afford traditional retainer fees. Once Lee launched his own solo practice and...

When you hear Charles Lee discuss his immigration practice, it becomes abundantly clear that he takes his role as an attorney and advocate for his immigration clients very seriously. Recent changes in our immigration laws and the political climate created by a new administration have introduced a great deal of fear and uncertainty in the hearts and minds of immigrants in the United States. Today Charles joins the show and talks about how he has successfully adapted his practice to overcome...

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 become an expert on how to position and promote your firm and its content on the internet effectively. Today, Jacob joins us to share exactly how he has built his massive following, and what he does day to day to curate content, and...

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 great deal of experience providing unbundled legal services in the immigration and family law space. They share an informed overview of the ethical considerations for unbundling services in immigration law. They identify the types of cases their office offers...

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 scaling up your practice, sales and client conversion strategies, automating and streamlining your practice with legal technology, and much more. Dave unveils new exciting updates to the podcast that will help you get to know our guests...

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 their case. As a result, she developed unique and creative teaching tools that would simply the court process for her clients and were very effective at helping them understand how to properly handle their case. When Jamie launched her own practice, she implemented many of...

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 lawyers that didn’t grow up with these tools, adapting to this modern environment has been a real challenge for him. Today Mark joins us to talk about how he has modernized his law practice. He candidly shares how frustrating this...

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 great money but also serving as many clients as possible. During this interview Jamila shares how she implements legal technology to reduce the amount of time she personally spends on each case up to 75%. She also shares why eliminating an upfront...

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 and enrollment process. Today, she joins the show to walk us through what every new lawyer can expect when launching a new practice. We also discuss how Lauren has almost completely eliminated the need to charge an upfront retainer. She...

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 location, any time without skipping a beat. Today Rebecca joins us to share the technology she uses and exactly how she has implemented them in her practice. This includes a complete walk-through of how each tool comes into play from the moment she receives each...

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’s take a close look at how this degree of flexibility has improved...

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 unbundled legal services, and how it is positioned to have a tremendous impact on access to justice in the future. He gives us a fundamental understanding of what the core unbundled services offerings are, including examples of what he offers...

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 prospects at the click of a button? Today, Chicago, IL family law attorney, Robert Buchanan,...

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...

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 those clients end up retaining him for full...

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 the metro...

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...

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 to enroll the majority of her new...

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, and has tracked his...