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 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  

Joining the discussion is Jim Spangler, a successful unbundled attorney from Dallas specializing in criminal and DUI cases. He shares his transformative journey from big law to his own client-centered firm. Jim emphasizes the importance of building trust and effective consultation strategies, highlighting the significance of active listening and tailored payment options. He discusses innovative approaches to client engagement, including the use of technology for scheduling and payment processing, ultimately aiming to enhance client retention and satisfaction.

Steve McGuckin, a seasoned criminal defense attorney from New Jersey, shares his transformative journey in legal practice, highlighting the importance of community and engagement. He discusses the critical need for prompt lead responses and effective client communication strategies. With insights on financial management, McGuckin emphasizes flexible payment plans and automated systems to maintain consistent cash flow. The concept of 'burning the boats' reflects his commitment to success and adopting a business mindset, driving growth in a challenging field.

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 about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

 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 this episode, you’ll learn:How he is able to seamlessly enroll and intake new clients electronically across the entire state of ConnecticutHow using a client-centered approach by being creative with service and payment options enables him to retain 2-3 new clients out of every 5 leadsHow he leverages legal technology to streamline much of the document preparation, payment collection, and processes in his firmAnd much more...If 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

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 per month• How Unbundled Attorney's lead generation service have impacted her practice and revenues • The value of tailoring service options to meet your clients needs and budget constraints• The unique pay-as-you-go service options she offers for her estate planning cases • How using Clio Manage CRM has helped her manage her legal practice • Her payment structure for her probate services, including how her initial retainer and payment plans have evolved over time• The value of a developing a client-centered approach to practicing law, emphasizing flexibility and empathyTimestamps 00:01:16: Starting out in law 00:03:17: Transition to Unbundled Attorney 00:10:02: The impact of direct connect 00:26:21: Technology Integration 00:27:33: Document Automation and Transition 00:33:07: Payment Plans and Client Commitment 00:44:51: Hiring an associate 00:56:33: Building a remote teamIf 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

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 emphasizes customizing legal services to client budgets, responding to online reviews while maintaining confidentiality, and the significance of taking vacations without compromising client service with appropriate application of automation. His insights reflect his commitment to a client-centered, efficient, and balanced legal practice.In this episode you will learn about:Clay Wilkinson's journey from working with a large law firm to becoming a successful solo practitionerImportance of maintaining a work-life balance and finding fulfillment in practicing law on your own termsThe tools he uses to enhance the efficiency of his practiceWhy he provides all of his representation on a flat-fee, limited scope basisHis unique approach to client intake and ongoing communicationsImportance of managing work volume and taking breaks to avoid burnoutPractical aspects of managing workload while ensuring that clients are still receiving the prompt legal assistanceAnd much more...Resources Mentioned:Calendly (41:28)If 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

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 payments has enabled him to deliver services with a lower initial deposit and still have exceptionally low account receivablesWhy payment plans haven’t worked in the past for many lawyers, and how modern processing tools now enable them to have a substantially higher success rateHow the client portal feature of case management platforms can increase client’s visibility into the services being performed and instill more confidence and trustHow Rob’s online intake form increases his consultation conversion rate, streamlines his workflows, and improves the overall experience for his clientsHow online practice management software enables him to keep him and his staff organized and on task, and effectively manage a higher volumes of casesLawPay, Case Management, 20% DownAnd much more…Resources Mentioned:MyCase (16:20)LawPay (12:35)If 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

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 automated recurring billing payment plans are, and why they can enable you to accept less than 50% down in a criminal caseHow to structure your recurring payment plans so they have a high rate of processing successfullyHow to determine the ideal initial deposit in each case, and the best payment schedule and payment amount for each payment planThe being transparent cultivating an empathetic approach to your consultations will help you convert more clients and create more customer loyaltyAnd much more …Resources Mentioned:Calendly (12:37)DirectConnect (16:20)LawPay (36:23)If 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