Unbundled Attorney Mastermind-logo

Unbundled Attorney Mastermind

1 Favorite

More Information


United States






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

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 this trend is likely to continue for years to come. Today, Brian Reidy joins us to talk about how attorneys can adapt to this shift in the marketplace by providing unbundled legal services. He provides examples of the types of unbundled options he offers,...

Duration: 01:06:11

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

Moving to a New City: How to Close Your Existing Practice and Start a New One from Scratch, The Value of Hiring Great Staff, and the Benefits of Layaway

Have you ever considered moving to another city, but haven’t because you are reluctant to start a new practice from scratch? Maybe you’ve wanted to be closer to family, or live in your dream town, but the pull of existing clients and income have made it difficult to pull the trigger? Last year Aaron Walsch took a leap of faith and moved to Nashville, TN after running a successful practice in Columbia, SC for over a decade. Today he walks us through the steps involved in making the...

Duration: 01:00:48

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 throughout 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 history and the emotional fears of your clients, and how this level of empathy can help you become an exceptional communicator. This is one aspect of Moises’s three-part service philosophy which not only dictates the way he relates...

Duration: 00:53:59

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 to walk us through the phases of growth and expansion she has gone through since since she successfully launched her new practice six months ago. We discuss how she hired a virtual assistant and virtual contract lawyer to help her complete legal work, including how she pays them for their services. She also provides a complete breakdown and pricing...

Duration: 01:01:31

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

David Zaslavsky has been running his own solo family law practice in New York City for over 15 years. Today David joins us on the show to share some insights into how he develops rapport and relates to the wide variety of people he encounters in NYC. David also has experience working with a number of lead generation companies over the years. He talks about how they compare to Unbundled Attorney, and some of the success strategies he has developed. He also shares how much it costs him to...

Duration: 00:47:50

Is Snobbery Limiting the Growth of Your Practice? 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 unbundled “isolated task” work to his clients, and this change in his mentality and approach helped transform his practice. Today, Brian shares how he went about making this important change, the kinds of options he offers now, and...

Duration: 00:45:36