Unbundled Attorney Mastermind

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 leav...

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...

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 Meet...

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...

How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State | Episode 69 | Unbundled Attorney Mastermind

This 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 ...

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 pr...

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 ...

Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation

In 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 profitab...

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

In 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 hi...

**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, t...

**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...

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 th...

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. La...

Episode 59: How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment

We 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 ...

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...

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 clie...

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 eth...

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 po...

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...