
Unbundled Attorney Mastermind
Podcast de The Unbundled Attorney Team
In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.
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Todos los episodios
74 episodios
00:00 Introduction to the Unbundled Attorney Mastermind Podcast 00:32 Welcome to the Fireside Chat with Anthony Godshaw 02:31 Anthony's Journey and Success with Unbundled Attorney 04:18 Balancing Personal Life and Professional Growth 04:42 From Eight to 118 Active Cases: The Growth Story 08:03 The Importance of Client Connection and Genuine Interest 11:28 Effective Lead Conversion Strategies 15:50 Building a Sustainable Practice with Consistent Revenue 24:57 The Role of Free Consultations and Client Trust 32:11 Quick Response and Initial Client Interaction 36:02 Navigating Payment Processes 36:20 The Importance of Follow-Ups 36:58 Walking Clients Through Payments 38:05 Building Authentic Client Connections 40:03 Discussing Deposits and Payment Plans 45:17 Balancing Work and Family Life 48:32 Expanding Your Law Practice 49:38 Effective Hiring Strategies 51:57 Inspiration and Future Goals 59:02 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

00:00 Introduction to the Podcast 00:44 Meet Jim Spangler: A Successful Unbundled Attorney 01:37 Transitioning from Big Law to Running a Private Firm 03:11 The Client-Centered Approach 04:14 Effective Consultation Strategies 04:50 Interactive Q&A Session 05:35 Building Trust with Clients 06:58 Concrete Steps and Active Voice 16:29 Discussing Payment Plans 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

00:00 Introduction to Unbundled Attorney Mastermind Podcast 00:31 Welcome to the Fireside Chat with Stephen McGuckin 01:15 Meet Your Hosts: Jack Dolance and Stephen McGuckin 02:22 Stephen McGuckin's Journey and Unique Perspective 02:49 Goals and Structure of the Fireside Chat 03:30 Building a Community and Encouraging Participation 04:50 Stephen's Return to Private Practice 06:54 Lessons Learned from Unbundled Attorney 22:03 The Importance of Prompt Lead Response 31:53 Effective Client Engagement and Payment Plans 40:09 The Importance of Consistent Cash Flow 41:05 Handling Client Deposits: Best Practices 45:01 Automated Recurring Payments: A Game Changer 47:34 Burn the Boats: Embracing Commitment 51:31 Expanding Your Practice: Strategies and Tools 01:07:28 Ensuring Client Payments: Tips and Advice 01:17:28 Conclusion and Final Thoughts

Timestamps: 00:00 Introduction to Unbundled Attorney Mastermind Podcast 01:07 Guest Introduction: Wade Goertz of Goertz Law 03:58 Scaling Legal Services Across Texas 06:15 Virtual Legal Services: Benefits and Challenges 09:49 Effective Client Engagement and Lead Management 18:15 Tools and Techniques for Virtual Practice 27:39 Pricing Strategies and Client Onboarding 40:01 Expanding Practice to Other States 42:16 Challenges of In-Person Meetings in New York 43:21 Structuring Attorney Relationships 44:27 Cost Differences Between Texas and New York 44:49 Open Q&A Session Begins 45:59 Scaling and Expanding Practices 48:10 Hiring and Managing Attorneys 50:18 Client Consultations and Payment Plans 54:33 Building a Multi-Jurisdictional Practice 01:05:44 Final Thoughts and Encouragement 01:16:45 Upcoming Events and Closing Remarks 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 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 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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnlJTDRGSHh3eWJGbzNtSmZqZnVNMVJ5T3pUZ3xBQ3Jtc0ttUmVvT1UyLTdpd0I5cGp3Njc0QzJTV2JjS2ItNUZkSDZLRlpGOHFTRFF4djNEbGFwb1pZRlcwQURQTWZidnlmRXA1V09oTHc3c0ZvLTlZWkp0c0szZkRCbTd4bW1ENlNnVmNHZjVtaGtINHl3aV9uTQ&q=https%3A%2F%2Fwww.unbundledattorney.com%2F&v=e7NC2IktQnY]
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