Unbundled Attorney Mastermind

Episode 53: How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty When you hear Charles Lee discuss his immigration practice, it becomes abundantly clear that he takes his role as an attorney and advocate for his immigration clients very seriously. Recent changes in our immigration laws and the political climate created by a new administration have introduced a great deal of fear and uncertainty in the hearts and minds of immigrants in the United States. Today Charles joins the show and talks about how he has successfully adapted his practice to overcome these challenges. He also shares some of the beliefs and values that have become the foundation of his practice, and how he communicates them to his clients to win their confidence and trust. We also discuss the legal technology and flexible payment options that enable him to make his services more affordable and profitable. Click here watch the video version of this podcast interview on our YouTube Channel To read a complete transcript of this interview, click here In this episode, you’ll learn: What Pre-Paid legal plans are and what Charles learned from his experience as a plan-provider attorney The importance of being completely honest and transparent with clients, especially in immigration law The increased amount of fear and uncertainty that immigrants in the United States have as a result of the new administration and how Charles communicates with clients to alleviate these fears and build their confidence and trust How to advise your clients about unlicensed legal service providers to prevent them from being taken advantage of Charles’ thoughts about how vulnerable many immigration clients are and why immigration lawyers have a greater responsibility to be rigorously honest and thorough How to serve clients in regions that are more distant from your office by “batching” appointments and using other creative and adaptive scheduling strategies The process Charles implemented to prevent clients from flaking on appointments The email setup he uses so he is notified in real time and in multiple ways whenever he receives a new lead, because as Charles says, “redundancy is security” How to find a balance between letting clients talk and be heard while at the same time keeping the conversation relevant and pertinent during the initial consultation A breakdown of the flat rate and flexible payment options he offers clients The legal technology Charles uses that enables the client to handle some of the data entry work themselves, which helps him lower costs and increase his profitability How he leverages an automated payment solution to reduce the administrative time involved in processing credit card payments Some cautionary advice about relying too heavily on legal tech software, and the importance of always double checking and reviewing your work Changes in forms, laws and procedures because of the new presidency, and how Charles has adapted his practice accordingly Why he believes immigration attorneys must be strong advocates for their clients during this ever changing and uncertain political climate And much more… Resources Mentioned in This Episode Unbundled Attorney YouTube Channel Unbundled Attorney Mastermind Podcast Episode 16 with Tera Lee: Proven Sales Strategies to Convert More Leads and Eliminate No-Shows Docketwise INS Zoom Immigration Pro LawPay 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 52: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of $350/hour and more. Instead, Ardy and John have built highly profitable practices offering unbundled and limited scope services with starting fees ranging from as low as $500 - $1500. Today they join the show to share the types of unbundled service options they offer, and when and how they deliver them. They explain why they believe unbundled services give more people access to legal help who otherwise couldn’t afford it, and why offering these options has been a very profitable business decision. Click here watch the video version of this podcast interview on our YouTube Channel To read a complete transcript of this interview, click here In this episode, you’ll learn: How Ardy has been able to build a 7-figure per year practice by leveraging Unbundled Attorney leads and delivering unbundled legal services to his clients Some of the most important lessons Ardy and John have learned from collectively fielding over 3000 leads Ardy’s feelings about attorneys charging $5000 + retainer fees, and why he chooses not to charge such high up-front fees How leading with unbundled services and more affordable up-front fees can significantly improve your client conversion rates Creative ways Ardy monetizes cases that other attorneys would typically turn away The benefits of handling a higher volume of smaller cases instead of a few big ones How to effectively offer flat rate service on a limited scope basis one segment at a time How serving clients that otherwise would not be able to afford legal services can positively impact your firm’s reputation and the number of referrals you receive The contrast between offering flat rates by the task versus flat rates for the entire case How to break your service options into 3 tiers of pricing, and the specific tiers of pricing that John offers his clients Ardy and John’s perspective on the new generation of tech-enabled millennial attorneys, and how their values differ from previous generations of lawyers How the substantial increase in pro se litigants over the past 10 years presents a unique business opportunity that lawyers can take advantage of The importance of taking enough time to thoroughly fact-find during the initial consultation to learn critical pieces of information that improve your ability to qualify and convert your leads into paying clients How unequivocally dispelling the false belief that lawyers cannot make money offering unbundled services could result in a substantial shift the affordability of legal services in North America The power of a reliable lead generation service, and how quickly a good source of leads can produce a high volume of new paying clients The importance of understanding the long-term value of each client And much more… Resources Mentioned in This Episode Unbundled Attorney YouTube Channel Unbundled Attorney Mastermind Podcast Episode 40 with Brian Picarello: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client 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 51: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national media. He has become an expert on how to position and promote your firm and its content on the internet effectively. Today, Jacob joins us to share exactly how he has built his massive following, and what he does day to day to curate content, and distribute it in a way that captures new clients. We also discuss how he effectively manages a high volume of new clients by leveraging his staff which includes 6 attorneys, 15 support staff, and cutting edge legal technology. He shares a number of ways you can systematically scale your practice, such as creating video training modules that show your team how to execute their tasks and processes efficiently. Click here watch the video version of this podcast interview on our YouTube Channel Click here to read a complete transcript of this interview In this episode, you’ll learn: Jacob’s experience running a successful podcast for years and his perspective on podcasting for lawyers The unique and innovative marketing strategies he uses to differentiate his firm from the competition The value of building a charitable component into your practice to have a positive impact on your community and capture public relations coverage for your firm Some of the changes that have been made in immigration law since Donald Trump was elected and the ways Jacob’s firm has adapted their service options and how they serve their clients accordingly The importance of developing a consistent content strategy so you can position yourself as an authority in your practice area The most important online platforms that lawyers should focus on in 2018 to maximize the reach and exposure of your content The most successful strategies Jacob is currently using to promote his firm on Facebook, Instagram and YouTube How to re-purpose your videos into audio and text so they can be shared on your blog and social media channels What Jacob does on a daily and weekly basis to create content and how he shares it through all of his marketing channels How Jacob outsources much of the filming, writing, editing and posting of his content The value of studying other successful law firms, as well as companies outside of the legal industry, in order to stay up to date on cutting edge marketing practices The importance of creating systems and procedures for all the main tasks in your firm A complete breakdown of the legal technology that Jacob has implemented to increase the efficiency of his practice Why efficiency can be one of the greatest determining factors for the overall profitability of your firm How to create written and video training modules that train your team on how to properly perform important tasks and processes How Jacob leverages his time by hiring associate attorneys and support staff, freeing him up to travel and focus on other projects And much more… Resources Mentioned in This Episode Unbundled Attorney YouTube Channel Jacob Sapochnick's YouTube Channel Jacob Sapochnick's Facebook Page Jacob Sapochnick's Instagram Account Call Rail Active Campaign PipeDrive MyCase Simple Citizen Sweet Process Hansei 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 50: A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law We are excited to announce the release of our first video podcast episode! We traveled to Seattle, WA recently to film this interview with Sou Bounlutay and Sunny Awla. Both Sou and Sunny are successful Unbundled Attorneys who have a great deal of experience providing unbundled legal services in the immigration and family law space. They share an informed overview of the ethical considerations for unbundling services in immigration law. They identify the types of cases their office offers unbundled services for and which ones they don’t. They also discuss how offering unbundled services has positively impacted their practice, and why they are now strong advocates for the unbundled legal services model. They share why it is critical to have a consistent source of quality prospective clients, especially for solo and small firms, and the important role Unbundled Attorney has played in the development of their own practice. Click here to watch the video version of this podcast interview on our YouTube Channel Click here to read a complete transcript of this interview In this episode, you’ll learn: The importance of distinguishing between litigation and affirmative cases when providing unbundled services for immigration law An overview of the unbundled services Sunny provides for her immigration clients and the types of issues and client circumstances they are best suited for Examples of how the Washington courts have supported attorneys who are providing unbundled services, such as offering standard forms that enable attorneys to make limited appearances in court How to calculate a flat fee for a trial in family law Why Sou enjoys taking trial cases even when they provide her very little time to prepare The importance of overcoming the fear of losing a case A discussion of the core maxim of unbundled lawyers - clients are better off with some help from a lawyer rather than no help at all Why legal access should be a right and not a privilege How breaking your cases into billable segments improves your profitability and reduces accounts receivable The importance of taking time to quantify tasks involved with each service you provide, how long it takes to complete each task, and exactly what you need to charge for each step in the process How communicating with authenticity and radical honesty to build your client’s trust and confidence in your services How offering limited scope services helps reduce stress in your practice The unique way of “leading with unbundled services” that can significantly increase the number of clients who retain your services How unbundling enables you to build a unique and individualized practice, both for you and your clients The important role that having a consistent and reliable source of new prospective clients has on the freedom and flexibility you can have in your practice Sou and Sunny’s thoughts about Unbundled Attorney, their experience working with our support team, and how the Unbundled leads have positively impacted the growth of their practice And much more… Resources Mentioned in This Episode Unbundled Attorney YouTube Channel Unbundled Attorney Facebook Page Unbundled Attorney Mastermind Podcast Episode 40 with Anthony Saunders: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate 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

Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services As we prepare to launch our 50th podcast episode, Unbundled Attorney's CEO, Dave Aarons, takes a moment to review our show’s accomplishments during the past two years. He overviews the most popular topics from 49 previous podcast interviews. These include scaling up your practice, sales and client conversion strategies, automating and streamlining your practice with legal technology, and much more. Dave unveils new exciting updates to the podcast that will help you get to know our guests in a personal way, and connect with other lawyers in the Unbundled Attorney community. He explores the evolution of unbundled legal services during the past decade, including highlighting recent national trainings on unbundling and innovative new legal incubators that are helping to drive the expansion of unbundled services. Dave shares his vision for a new cooperative alliance of attorneys and legal professionals who will transform the accessibility of legal services in North America. To read a complete transcript of this interview, click here In this episode, you’ll learn: An overview of what we have accomplished with the podcast since launching it almost 2 years ago, including total downloads and the rapid growth of our show in recent months A breakdown of the main topics covered during the past 49 episodes, including some of the most popular episodes to date The best episodes to listen to for scaling up your practice, sales and client conversion, legal technology, automating your practice, launching a new solo practice, and creative ways to provide unbundled services in immigration law A chronicle of the growth of unbundled services over the past decade and a breakdown of new developments that have helped unbundled services gain higher levels of traction in the legal community over the past two years Exciting announcements of changes and improvements coming to the podcast starting with the release of our 50th podcast episode Why Unbundled Attorney is building a cooperative alliance of attorneys across the country committed to transforming the accessibility of legal services in North America Why we believe the serious problem of access to justice can be solved and how this new community will play a critical role in making that goal a reality Why unbundled legal services can be even more profitable than full representation Why teaching lawyers how to make great money delivering unbundled services plays such an important role in promoting access to justice The importance of sharing the stories of how clients lives are being impacted by attorneys who are providing them legal assistance they would not otherwise be able to afford How legal incubators are training and mentoring a new era of tech-enabled lawyers delivering unbundled legal services How to connect with Unbundled Attorney and our community of like-minded attorneys and legal professionals throughout the country Why this is an especially great time of year to use Unbundled Attorney’s lead generation service to help acquire more clients and grow your unbundled practice And much more… Resources Mentioned in This Episode Unbundled Attorney YouTube Channel Bay Area Legal Incubator (BALI) AFCC Chicago Training: Building a Successful Unbundled Family Law Practice Unbundled Attorney Mastermind Podcast Episodes for Scaling Up Your Practice: Episode 18 with Rhonda and Jayshree Naidu: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months Episode 22 with Dave Gross: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice Episode 39 with Alex Keenan: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System Episode 11 with Matthew Beach: Mastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single Year Unbundled Attorney Mastermind Podcast Episodes for Sales and Client Conversion: Episode 16 with Tera Lee: Proven Sales Strategies to Convert More Leads and Eliminate No-Shows Episode 36 with Brian Picarello: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client Episode 38 with Matt Rosen: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients Unbundled Attorney Mastermind Podcast Episodes for Legal Technology: Episode 45 with Rebecca Fuller: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice Episode 42 with Robert Buchanan: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients Episode 48 with Mark Brinkworth: Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology Unbundled Attorney Mastermind Podcast Episodes for Launching a New Solo Practice: Episode 46 with Lauren Kelley: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer Episode 23 with Andrew Burgess: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months Episode 14 with Zoe Garvin: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone Unbundled Attorney Mastermind Podcast Episodes for Immigration Lawyers: Episode 47 with Jamila Little: A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services Episode 29: Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Episode 49: Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith Jamie Manning is an Unbundled Attorney out of Columbus, OH who has a background working with the Legal Aid Society. When working with her legal aid clients she often only had a limited amount of time to help them with their case. As a result, she developed unique and creative teaching tools that would simply the court process for her clients and were very effective at helping them understand how to properly handle their case. When Jamie launched her own practice, she implemented many of these strategies during her client consultations and when providing unbundled legal services. Today she joins us to share the fundamentals of effective legal coaching. She provides guidelines for how to structure and bill for your coaching calls, tips to help clients remember and apply your advice, and the important points to include during each coaching session. Jamie is also a Christian lawyer and discusses how to communicate with Christian clients and people of faith to help them overcome their apprehension about filing for divorce. To read a complete transcript of this interview, click here In this episode, you’ll learn: The importance of listening to clients with your heart instead of your legal mind, and how that can impact your interactions and communication How to help people work through conflicting goals and get clarity on what they really need to accomplish Clear guidelines for your initial consultations, including the exact questions Jamie asks her clients and why she asks them The different phases of the decision-making process that clients experience, and how to tailor your approach to helping them depending on where they are at in that process How she explains full representation versus unbundled services, including exact wording and the main benefits she highlights for each option How she structures and bills for her legal coaching sessions The process she uses to book clients in for consultations that completely eliminates “no show” appointments from her practice Three primary things she likes to coach clients on during every coaching session The three types of clients she coaches and how her strategy differs for each Some of her unique tools and methods that help clients better understand and apply what she shares with them How she provides coaching and limited assistance for clients who have abuse, neglect, or dependency cases How Jamie helps clients with a religious background overcome their apprehensions about filing for divorce And much more… Resources Mentioned in this Episode: Unbundled Attorney Podcast Episode 20: Lessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal Market Unbundled Attorney Podcast Episode 36: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Episode 48: Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology Mark Brinkworth explored a number of other professions before becoming an attorney. By the time he started his own practice in 2015, the internet, smartphones and legal technology were already making a substantial impact on the legal industry. Like many lawyers that didn’t grow up with these tools, adapting to this modern environment has been a real challenge for him. Today Mark joins us to talk about how he has modernized his law practice. He candidly shares how frustrating this transition has been at times, and how he overcame these challenges with support from the team at Unbundled Attorney. Mark provides a step-by-step walk-through of the tools he now uses, and shares how essential each of them has been to the growth of his practice. We also discuss how critical it is for lawyers to continue investing their time and energy into staying up to date on legal technology, even if they are initially reluctant to do so. To read a complete transcript of this interview, click here In this episode, you’ll learn: Some of the lessons Mark learned as a police officer that help him in his law practice The importance of being both an attorney and “counselor” of law, and how to do so effectively How to properly manage clients’ expectations starting with the first consultation and going forward The value of being honest and transparent with your clients, even what you need to tell them is not what they were hoping to hear Some of the biggest changes Mark has made in his firm since he started working with Unbundled Attorney and how they have helped his practice Why Mark transitioned to begin offering his services as a flat rate much more often The importance of never underestimating clients’ ability to get financial resources together Why Mark was initially opposed to texting clients, how he overcame his concerns, and how it has impacted his results The reluctance Mark initially had towards to implementing new technology in his practice, and how the team at Unbundled Attorney played a helpful role in encouraging him to take those first steps What happens when lawyers fail to follow up with their clients, and how technology enables lawyers to consistently and automatically make follow-up contacts How technology plays a critical role in increasing profitability by making legal services more affordable and accessible to their clients The evolution of Mark’s pricing, including a breakdown of his current pricing options for both full representation and unbundled legal services Why Mark hired someone to help make initial calls to his leads and some advice on how to make sure this improves your overall contact and conversion rate Important guidelines for hiring staff and legal assistants, especially anyone that will be talking to prospective leads or clients And much more… Resources Mentioned in This Episode Unbundled Attorney Podcast Episode 35: 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 LawPay Lexicata Clio QuickBooks Google Voice 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Episode 47: A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took some time to take the plunge from the corporate world and start her own practice. Once she did, she committed herself to not only making great money but also serving as many clients as possible. During this interview Jamila shares how she implements legal technology to reduce the amount of time she personally spends on each case up to 75%. She also shares why eliminating an upfront retainer and allowing her clients to “pay-as-they-go” enables her to serve more clients and consistently bring in over $15,000 per month of additional revenue into her firm. To read a complete transcript of this interview, click here In this episode, you’ll learn: The fears that prevented Jamila from starting her own immigration practice for over 4 years, and how she overcame them Some of the benefits of running your own practice, including having the flexibility to choose which cases you take Advice for lawyers who have a passion for a particular area of law but are reluctant to make the leap and start their own practice How to use virtual offices and keep overhead low when you first start your practice The importance of investing time to develop systems in your practice that create a seamless experience for your clients How immigration document automation software significantly reduces the amount of time needed to spend on each case How payment processing software that offers automatic recurring payments reduces administrative time and increases the number of transactions that process successfully How eliminating up-front retainers and enabling clients to pay-as-they-go has consistently generated over $15,000 per month in additional revenue for her firm The importance of finding creative ways to serve more clients, and how this improves access to legal services and attracts more referral business The value of legal financing, and why it is a useful option for those clients who need funds to hire your services Why Jamila believes transparency has been instrumental to the growth and success of her practice How Jamila is able to get clients to feel comfortable sharing with her the complete details of their case as well as exactly what they can afford to pay for her services The power of sharing with your clients what motivated you to start your practice and what you are most passionate about And much more… Resources Mentioned in This Episode Unbundled Attorney Mastermind Podcast Episode 29 with Vaneskha Wilson: Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services INS Zoom LawPay Capital Good Fund - Immigration Case Loans 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Episode 46: 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 graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months. During this period, she 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 describes how making her services affordable and accessible for clients also makes them more profitable for her. To read a complete transcript of this interview, click here In this episode, you’ll learn: Some fears attorneys face when starting a new practice and how to overcome them How lead generation services like Unbundled Attorney can be extremely valuable when launching a new practice A walk through of steps involved in starting your new practice including marketing, sales, and online branding A list of the podcasts and resources Lauren recommends to attorneys who are considering starting their own practice The unexpected challenge Lauren faced when launching her practice and how she overcame it The value of taking time to build a streamlined and systematized intake process How to create leveraged income by outsourcing document preparation to a virtual assistant The value of taking time to quantify the different phases involved with each type of case, and breaking them up into “micro-steps” that can be billed separately How Lauren has eliminated the need to collect upfront retainers by allowing her clients to “pay-as-they-go” Advice and guidelines for offering limited appearances, and billing for appearances as a separate discrete task Why judges and courts are supportive of attorneys that are willing to offer limited appearances and unbundled services A walk through of the streamlined process Lauren developed from consult, to intake, to enrollment, to document preparation, to filing, court appearances, and beyond Why Lauren uses virtual receptionists to calendar her appointments, answer calls, and follow up with clients And much more… Resources Mentioned in This Episode Unbundled Attorney Mastermind Retreat Podcast Episode 23 with Andrew Burgess: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months Podcast Episode 14 with Zoe Garvin: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone Building a Law Firm Podcast New Solo Podcast - Legal Talk Network Podcast Interview with Dave Aarons on New Solo Podcast Gen Why Lawyer Podcast Lexicata LawPay Podcast Episode 40 with Anthony Saunders: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate Podcast Episode 41 with Thomas King: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts Microsoft One Drive Acuity Scheduling Smith.ai Call Answering Service 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com

Episode 45: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice Rebecca Fuller is part of a new era of lawyers who embrace legal technology to build a highly efficient and streamlined practice. The cloud-based tools she uses enable her to operate her practice from any location, at any time, and never skip a beat. Today, Rebecca joins us to share the technologies she uses and explain exactly how she implements them in her practice. She provides a complete walk-through of how each tool comes into play from the moment she receives a lead all the way through to the delivery of her services. We also discuss how she leverages new technology to scale up her practice, enabling her to effectively serve a higher volume of clients. To read a complete transcript of this interview, click here In this episode, you’ll learn: Why Rebecca decided to start her own practice after years of working for someone else The typical fears attorneys face when considering opening their own practice, and how she overcame them Why she sees herself as a business owner and entrepreneur first, and a lawyer second Some of the books she read that helped her tremendously when she first started her practice The advantages of delivering estate and family law services as a flat rate How working with clients on a “pay-as-you-go” basis can make your services more affordable and your practice more profitable The importance of investing time into implementing technology and systems that help build a more efficient practice, and how this plays a critical role in your ability to serve a higher volume of clients A breakdown of the main tech tools she uses and how they help streamline her practice How technology helps her become location independent, enabling her to continue her practice while traveling and spend more time with her daughter A list of the specific tasks Rebecca offloads to her legal assistant in order to free up more of her time The importance of building systems to ensure you are following up with your clients, and how this leads to a significant increase in the number of clients retaining your services A step-by-step walk-through of Rebecca’s process from the time she first receives a lead, to consultation, intake and retention of each new client, then through to the preparation and delivery of documents, and beyond How Rebecca has been able to eliminate no-shows from her practice And much more… Resources Mentioned in This Episode Book: How to Start and Build a Law Practice Book: Flying Solo: A Survival Guide for Solos and Small Firm Lawyers Book: Attorney and Law Firm Guide to the Business of Law: Planning and Operating for Survival and Growth Practice Panther Clio Box.com LawPay Microsoft Outlook (Office 365) Quickbooks Lexis Advance 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 Lead Generation services help grow your practice, visit: https://www.unbundledattorney.com