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Unbundled Attorney Mastermind

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

Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took her some time to take the plunge from the corporate world and start her own practice. Once she finally did, she was committed to not only making great money but also serving as many clients as possible in the process. During this interview Jamila shares how she has implemented legal technology that reduces the amount of time she personally spends on each case by much as 75%. She also...

Duration: 00:48:03

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 she graduated law school. Fueled by Unbundled Attorney leads, Lauren has acquired over 20 new paying clients in her first two months. During this period, she has 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...

Duration: 01:02:29

21st Century Mobile Lawyering: How to Utilize 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 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...

Duration: 01:02:41

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

Duration: 01:05:03

A Discussion with Forrest “Woody” Mosten, the Founder of Unbundled Legal Services: 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 unbundled legal services, as well as how it stands to have a tremendous impact on Access to Justice in the future. He provides a fundamental understanding of what the core unbundled services offerings are, including providing examples of how he...

Duration: 00:55:54

Automate Your Client Follow Up: How to Leverage Email Management Systems to Automatically Keep In Touch With Prospects and Clients

Every day there are clients contacting your office and meeting with you in consultations. Some of these clients end up retaining your services right away, but what happens to the rest of them? For most law firms, following up on clients that did not call you back or retain immediately is a task that often doesn’t get done because it takes too much time. But what if there was a way to automatically stay in touch with these clients with a click of a button? Today, Chicago, IL family law...

Duration: 01:02:07

Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Managing Traditional Courts and Judges

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...

Duration: 01:05:34

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 those clients end up retaining him for full...

Duration: 01:05:50

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 the metro...

Duration: 01:07:23

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

New Jersey attorney Matt Rosen has the “sales gene”. Not just because his father was a corporate salesman, but rather due to his extensive background in sales jobs and many years of studying the art of building rapport and closing the deal. Today Matt joins us on the show to discuss some of these core strategies, and how they have impacted his ability to consistently convert his leads into paying clients. We also discuss the many challenges of starting a new practice and investing in...

Duration: 00:51:27

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 Lisa walks us through how to hire and train new staff members, including what tasks you should delegate and which ones you should not. Lisa also often works from home and has developed systems that allow her to enroll the majority of her new leads over the...

Duration: 00:55:46

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, and has tracked his...

Duration: 01:06:31

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 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 real-time. We...

Duration: 01:08:18