Unbundled Attorney Mastermind

Hosted by The Unbundled Attorney Team

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Mar 2025

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About the show

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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60 recent

March 7, 20251 hr 8 min

From Eight to 118 Clients: Anthony Godshall's Journey of Rapid Law Firm Growth

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

February 14, 20251 hr 19 min

Maximize Every Consultation: Proven Strategies for Enrolling More Clients with Jim Spangler

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

January 25, 20251 hr 19 min

Burn the Boats: Building a Thriving Criminal Defense Practice with Steve McGuckin

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

December 20, 20241 hr 18 min

Building a Virtual Practice That Serves Multiple States

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

December 19, 202459 min

Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys

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

November 27, 20241 hr 27 min

How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State

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 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 YouTube In this episode, you’ll learn: How he is able to seamlessly enroll and intake new clients electronically across the entire state of Connecticut How 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 leads How he leverages legal technology to streamline much of the document preparation, payment collection, and processes in his firm And 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

March 29, 20241 hr 0 min

Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice

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 Channel In 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 empathy Timestamps 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 team 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

March 7, 20241 hr 2 min

The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney

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 practitioner Importance of maintaining a work-life balance and finding fulfillment in practicing law on your own terms The tools he uses to enhance the efficiency of his practice Why he provides all of his representation on a flat-fee, limited scope basis His unique approach to client intake and ongoing communications Importance of managing work volume and taking breaks to avoid burnout Practical aspects of managing workload while ensuring that clients are still receiving the prompt legal assistance And 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

November 21, 20231 hr 14 min

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

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 profitable. We discuss each of these three components in detail, including an 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 Channel In this episode, you’ll learn: Why Rob enrolls his criminal clients with 20% down, and how this has impacted his lead conversion rate How using automated recurring payments has enabled him to deliver services with a lower initial deposit and still have exceptionally low account receivables Why 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 rate How the client portal feature of case management platforms can increase client’s visibility into the services being performed and instill more confidence and trust How Rob’s online intake form increases his consultation conversion rate, streamlines his workflows, and improves the overall experience for his clients How online practice management software enables him to keep him and his staff organized and on task, and effectively manage a higher volumes of cases LawPay, Case Management, 20% Down And 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

June 30, 20231 hr 13 min

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

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 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 Channel In 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 rate What automated recurring billing payment plans are, and why they can enable you to accept less than 50% down in a criminal case How to structure your recurring payment plans so they have a high rate of processing successfully How to determine the ideal initial deposit in each case, and the best payment schedule and payment amount for each payment plan The being transparent cultivating an empathetic approach to your consultations will help you convert more clients and create more customer loyalty And 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