Unbundled Attorney Mastermind Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys
Dec 19, 2024
59:40
Episode Breakdown
- 00:00 Introduction to Unbundled Attorney Mastermind Podcast
- 00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney
- 01:44 Exploring MyCase Features with Lindsay Bushong
- 04:57 Showcasing the Integration: Real-Time Lead Management
- 05:26 Demonstration: Setting Up MyCase Integration
- 08:30 Managing Leads and Automations in MyCase
- 15:01 Utilizing MyCase for Client Communication
- 20:13 Transitioning Leads to Cases in MyCase
- 32:38 Handling Credit Card Fees
- 34:43 Setting Up Payment Plans
- 36:59 Subscription Billing Explained
- 39:36 Syncing with LawPay
- 42:05 Document Automation Features
- 46:21 Using Intake Forms
- 52:46 Workflow Automation
- 57:25 Q&A and Final Thoughts
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