Unbundled Attorney Mastermind

00:00 Introduction to the Unbundled Attorney Mastermind Podcast00:32 Welcome to the Fireside Chat with Anthony Godshaw02:31 Anthony's Journey and Success with Unbundled Attorney04:18 Balancing Personal Life and Professional Growth04:42 From Eight to 118 Active Cases: The Growth Story08:03 The Importance of Client Connection and Genuine Interest11:28 Effective Lead Conversion Strategies15:50 Building a Sustainable Practice with Consistent Revenue24:57 The Role of Free Consultations and Client Trust32:11 Quick Response and Initial Client Interaction36:02 Navigating Payment Processes36:20 The Importance of Follow-Ups36:58 Walking Clients Through Payments38:05 Building Authentic Client Connections40:03 Discussing Deposits and Payment Plans45:17 Balancing Work and Family Life48:32 Expanding Your Law Practice49:38 Effective Hiring Strategies51:57 Inspiration and Future Goals59:02 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 h

00:00 Introduction to the Podcast00:44 Meet Jim Spangler: A Successful Unbundled Attorney01:37 Transitioning from Big Law to Running a Private Firm03:11 The Client-Centered Approach04:14 Effective Consultation Strategies04:50 Interactive Q&A Session05:35 Building Trust with Clients06:58 Concrete Steps and Active Voice16:29 Discussing Payment PlansIf 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 Podcast00:31 Welcome to the Fireside Chat with Stephen McGuckin01:15 Meet Your Hosts: Jack Dolance and Stephen McGuckin02:22 Stephen McGuckin's Journey and Unique Perspective02:49 Goals and Structure of the Fireside Chat03:30 Building a Community and Encouraging Participation04:50 Stephen's Return to Private Practice06:54 Lessons Learned from Unbundled Attorney22:03 The Importance of Prompt Lead Response31:53 Effective Client Engagement and Payment Plans40:09 The Importance of Consistent Cash Flow41:05 Handling Client Deposits: Best Practices45:01 Automated Recurring Payments: A Game Changer47:34 Burn the Boats: Embracing Commitment51:31 Expanding Your Practice: Strategies and Tools01:07:28 Ensuring Client Payments: Tips and Advice01:17:28 Conclusion and Final Thoughts

Timestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33 Building a Multi-Jurisdictional Practice01:05:44 Final Thoughts and Encouragement01:16:45 Upcoming Events and Closing RemarksIf 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 abou

 Episode Breakdown00:00 Introduction to Unbundled Attorney Mastermind Podcast00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney01:44 Exploring MyCase Features with Lindsay Bushong04:57 Showcasing the Integration: Real-Time Lead Management05:26 Demonstration: Setting Up MyCase Integration08:30 Managing Leads and Automations in MyCase15:01 Utilizing MyCase for Client Communication20:13 Transitioning Leads to Cases in MyCase32:38 Handling Credit Card Fees34:43 Setting Up Payment Plans36:59 Subscription Billing Explained39:36 Syncing with LawPay42:05 Document Automation Features46:21 Using Intake Forms52:46 Workflow Automation 57:25 Q&A and Final ThoughtsIf 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 MastermindThis 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 YouTubeIn

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 ChannelIn this episode you will learn: • The steps Bridgette has followed to develop a probate and estate practice that often generates over $100k

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 emph

Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable RepresentationIn 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, includingan 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 ChannelIn this episode, you’ll learn:Why Rob enrolls his criminal clients with 20% down, and how this has impacted his lead conversion rateHow using automated recurring paymen

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

**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 ChannelIn this episode, you’ll learn:The four key components that enable their team to effectively enroll clients virtually without having to meet clients in personThe value from thinking of a law practice like a factory, and se

**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 ChannelIn this episode, you’ll learn:Critical differences between family law and criminal clients, and

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 ChannelIn 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 firmHow Robert has been able to attract and retain exceptional contract lawyers and associ

Episode 60: 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, especially for lawyers that provide unbundled services. Lawyaw’s document automation platform combines the latest client intake and document preparation technology in one powerful application. Tucker Cottingham, CEO of Lawyaw joins our show and shares the Lawyaw founding story, and discusses how Lawyaw substantially reduces the amount of time it takes to complete clients’ intake and draft legal documents, which significantly improves the profitability of your law practice. He also provides a live demo of Lawyaw so you can learn about the key features of the platform. To take advantage of the special offer that Tucker and his team put toget

Episode 59: How Lawyers Can Retain a High Number of New Paying Clients During Any Economic EnvironmentWe are excited to welcome back Anthony Saunders who is an Unbundled 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 podcast interview (Episode 40) is the most often shared and recommended episode in the history of the show.His client-acquisition strategy begins with this “leading” with limited scope services. Implementing this same approach has fundamentally shifted the way hundreds of lawyers now practice law, and plays a major role in the growth and success of their firms.Today, Anthony gives a comprehensive breakdown of how this approach enables him to consistently enroll 50-80% of his Unbundled leads as paying clients. He describes how he handles the initial phone consultation, and how he eliminates in-office and virtual appointment no-shows. Anthony also shares specific unbundled serv

Episode 58: 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 ambition to leave that firm and build her own practice that would both support her ideal lifestyle, and make a significant difference in the lives of the clients she serves. That commitment set her on a path to design a technology-enabled, virtual practice that allows her to operate from anywhere. Imagine heading down to the beach or park, cracking open your laptop and enrolling new clients over the phone while soaking up the sun. This is the kind of location freedom that she has engineered into her practice, and you can too. During our interview, she shares the systems and technology that make her virtual practi

Episode 57: 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 by engineering his firm to be able to serve a high volume of clients. What makes Bryan truly unique is his investment in learning and implementing legal technology into his practice. He has also been dedicated to learning how to effectively provide unbundled services, which he believes is a key part of bringing his vision to fruition. Bryan’s firm is now on a growth path to double revenues every year, and there are no signs of slowing down. Most importantly, he has put the systems, technology, and team in place that will enable his firm to continue to scale. Today, Bryan joins the show to share the specific systems and technology that enables him

Episode 56: 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 created serious ethical issues. There was also no simple, easy to use platform where lawyers could receive credit card payments online and clients could pay for their services with the click of a button. LawPay changed all of that, and nowadays it’s hard to find a law firm that doesn’t accept credit cards. Today, Founder and CEO Amy Porter joins our show to share the LawPay success story and how LawPay got started. Amy will update us on groundbreaking changes they have pioneered over the past decade that expands the way lawyers accept client payments. We also discuss how the LawPay platform has helped

Episode 55: How to Make $500-$750 Per Hour Providing Unbundled Legal Services 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. Along the way he has experienced what life is like as a lawyer in these different roles and learned the advantages and disadvantages in each position. Today Clay joins the show and shares the “why” behind each of his decisions, lessons learned, and what finally led to his success as a solo legal practitioner. We take a deep dive into how he has successfully developed unbundled services during his 5+ years as an Unbundled Attorney. Clay shares real-life experiences with clients that involved both uncontested and contested legal cases. He provides a detailed breakdown of how to deliver unbundled services for both kinds of clients, the rates for each, and systems he uses to establish his effective hourly rate at $500-$750 per

Episode 54: 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 collaborate with other attorneys. In addition, Lee was exposed to the concept of unbundled legal services and how it is used to help individuals unable to afford traditional retainer fees. Once Lee launched his solo practice and started working with Unbundled Attorney, he developed a complete business model built around delivering both full representation and unbundled legal services to his clients. Today Lee joins the show to explain why he made the decision to offer unbundled services. He gives an overview of the unbundled service options he provides, the price points for each, as well as th