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 int

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:

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

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 A

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

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 inclu

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 ar

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

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 whe

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

Episode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creative ways he works with clients. He describes how he breaks cases up into billable segments and allows clients to pay-as-they-go. He will also let clients in certain cases pay his fees out of the settlement of the estate. Let’s take a close look at how this degree of flexibility has improved the profitability of his practice. The results, as you will hear, are astounding. To read a complete transcript of this interview, click here In this episode, you’ll learn: How Ross became interested in estate and property work His philosophy of flexibility and willingness to find creative ways to serve his clients, and how this shows up in his practice Why Ross has chosen to sto

Episode 43: A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling Considered to be the founder of the “Unbundled” concept, Forrest “Woody” Mosten has spent the last 20+ years advocating for the awareness and ethical acceptance of unbundled legal services. Today Woody joins us to share the background and history of unbundled legal services, and how it is positioned to have a tremendous impact on access to justice in the future. He gives us a fundamental understanding of what the core unbundled services offerings are, including examples of what he offers in his own practice. We share a ton of resources, websites, books, and training that help educate attorneys on how to ethically and effectively deliver unbundled services in their practice. To read a complete transcript of this interview, click here In this episode, you’ll learn: The story of the genesis of unbundled legal services, including how Woody came up with the name an

Episode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about the rest? Most law firms fail to follow up with prospects who do not call back or are not retained immediately. It is a task that often doesn’t get done because it takes too much time. What if there is a way to automatically stay in touch with these prospects at the click of a button? Today, Chicago, IL family law attorney, Robert Buchanan, joins our show and explains how lawyers can easily leverage email management systems and automate client follow up. By applying these systems, attorneys can stay connected with and ultimately be retained by clients they met days, weeks, or even months earlier. We also discuss valuable lessons Robert has learned when considering acquiring associate-attorneys and partners. In this episod

Episode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle cases by themselves using the internet. Now with the help of Unbundled Attorney, Thomas built a thriving practice by delivering clients a full range of unbundled legal services. However, being an effective provider of unbundled services comes with its own challenges. Today, Thomas joins our show to help lawyers understand how to deliver unbundled options both ethically and effectively. We discuss how to structure limited-scope retainer agreements, as well as best practices for offering limited appearances. Thomas also provides some very practical advice for dealing with traditional courts and judges who may not be used to working with attorneys offering unbundled services. In this episode, you’ll learn: How the interne

Episode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associate. When Anthony started working with us again he implemented a new sales strategy that enables him to consistently convert an astounding 80% or more of his leads into paying clients. What is even more impressive is 90% of those clients end up retaining him for full representation. Today Anthony joins us on the show to share exactly how he has been able to accomplish such incredible numbers, including his unique “try it before you buy it” approach to enrolling his clients. He also offers over 20 different unbundled service options, and outlines what each of these options are and what he typically charges. To read the complete transcript of this interview, click her

Episode 39: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System After launching his practice early in 2017 in the Hudson Valley, NY, Alexander Keenan quickly expanded to serve the nearby metropolitan Albany, NY community despite the fact that he lives 2-3 hours away. After trying to manage the travel time involved, Alex decided to hire contract lawyers to serve his clients in those courts farthest from his office. The relationships he forged with his contract lawyers are so successful that Alex is now working on expanding his practice into the metro areas of Rochester, Syracuse, and Buffalo, NY. Today he joins us on the show to explain the process he uses to hire and train new contract lawyers, who are helping him to significantly expand the reach of his practice. He also discusses his “streamlined” virtual enrollment process utilizing technology that enables him to enroll and manage clients from literally anywhere in the world. To read t

Episode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many years studying the art of building rapport with clients and closing the deal. Today Matt joins us on the show to discuss some of these core strategies, and how they have helped him consistently convert his leads into paying clients. We also discuss the many challenges of starting a new practice, investing in advertising with a limited budget, and how working the leads from Unbundled Attorney has helped him develop the knowledge and experience to overcome these barriers. To read the complete transcript of this interview, click here. In this episode, you’ll learn: How Matt Rosen’s past work with the Peace Corp influenced his practice Why utilizing a lead generation service lends itself well to developing optimized syste

Episode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her practice alone to hiring a team of trained and competent staff to support her. Today Lisa walks us through her procedure for successfully hiring and training new staff members, including what tasks you should delegate and which ones you should not. Lisa often works from home and she has developed systems that enable her to enroll the majority of her new leads over the phone, without the need for office appointments. She explains what these systems are, as well her unique approach to the first phone consultation with each lead. To read the complete transcript from this interview, click here. In this episode, you’ll learn: How to find a balance between family and business if you work from home The steps for hiring support sta

Episode 36: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client Brian Picarello spent the first years of his professional life working as a social worker. After graduating law school in 2010 at the age of 38, Brian brings the years of experience working with clients in crisis situations to the practice of law. He explains how to become an effective active listener, including how to cultivate and communicate empathy with your clients. Brian has also been working with Unbundled Attorney since the day we launched in January of 2015, and has tracked his metrics and revenue from every lead he has received. He shares what his numbers are, and how understanding the long term, “lifetime” value of each client can inform your practice decisions and impact how you price your services. To read the complete transcript of this interview, click here. In this episode, you’ll learn: The fundamentals of active listen

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 There is no question that YouTube and the availability of “Do It Yourself” information online continues to have a significant impact on the legal profession. There are a lot more people nowadays who are handling their cases pro se, and this trend is likely to continue for years to come. Today, Brian Reidy joins us to talk about how attorneys can adapt to this shift in the marketplace by providing unbundled legal services. He provides examples of the types of unbundled options he offers, typical price points, as well as great advice on how to convey the value of these services to your clients. We also discuss ways to leverage technology and develop a “systems mindset” that builds a more efficient and cost-effective practice. In this episode, you’ll learn: What Brian learned while working for DCFS (Department of Children and Family Services), and