Unbundled Attorney Mastermind

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 t...

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 g...

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 he...

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 st...

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. Tod...

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...

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...

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 immediat...

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...

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...

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 decide...

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...

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...

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 t...

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, a...

Episode 34: Automate and Streamline Your Practice: A Discussion of How Legal Technology is Transforming the Practice of Law with Michael Chasin, CEO of Lexicata Michael Chasin joins us to give an overview of Lexicata, an all-in-one CRM and client intake solution for lawyers, and how legal technology is impacting the practice of law. He outlines the primary features of Lexicata, and how lawyers are...

Episode 33: Moving to a New City: How to Close Your Existing Practice and Start up a New One from Scratch, Tips for Hiring Staff, and the Benefits of Layaway Payments Have you ever considered moving to another city, but haven’t because you are reluctant to start a new practice from scratch? Maybe you want to be closer to family, or live in your dream community, but the pull of existing clients and...

Episode 32: How Cultivating a Deep Understanding of Your Clients’ Emotional, Cultural and Political Context Can Help You Deliver Exceptional Service and Build a More Profitable Practice Originally from Cuba, Moises Kaba has been providing immigration, family law, and estate representation in southern Florida for over 30 years. Today, Moises joins us on the show to talk about the importance of cult...

Episode 31: Starting a Brand New Law Firm After 18 Years of Practice: A Step-by-Step Blueprint for a Successful Launch and Expansion, Hiring Virtual Contract Lawyers, and Empathetic Pricing After 18 years of practice, Maria Aguila decided to go back out on her own and start a new law firm. Today, Maria joins us on the show and walks us through the phases of growth and expansion she experienced dur...

Episode 30: 15 Years of Solo Practice in the Big Apple: Relating to an Ethnically Diverse Clientele, Tracking Key Metrics, and Effectively Leveraging Paralegals David Zaslavsky has had his own solo family law practice in New York City for over 15 years. Today, he joins our show to share his insights about how he has learned to develop rapport and relate to people from a wide variety of ethnic back...

Episode 29: Developing a Virtual Immigration Practice: Electronic Enrollments, Document Automation and Unbundled Immigration Services After working as a public defender in Manhattan, NY and commuting for two hours each day, Vaneskha Wilson decided to move to Orlando with her family and start her own virtual immigration practice. Today she joins on the show to breakdown how she has been able to enr...

Episode 28: Strategies Developed from Fielding More Than 50 Leads a Week: Text Messaging, Layaway Payments, and Relating Well with Clients Sean Lynch currently receives about 200 leads each month from Unbundled Attorney. Not only has he been receiving a high volume of leads since first starting back in September 2016, he converts over 40% of our leads into new paying clients. Today, Sean joins us...

Episode 27: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm Brian Winters’ experience while working for a big law firm included what he calls a “big retainer mentality.” Success there was measured by how large the initial retainer would be. After some convincing, Brian started offering more affordable services including unbundled “isolated task” work to his clients, and t...

Episode 26: Deep Dive with Dave Aarons, CEO of Unbundled Attorney: How to Thrive in a Disrupted Legal Market and the Future of Unbundled Legal Services In our previous episodes, Dave Aarons, CEO of Unbundled Attorney, interviews the guests on our show. Today, the tables are turned, and one of the previous guests from the podcast, Sou Bounlutay, interviews Dave, and gets to the bottom of what Unbun...

Episode 25: Estate Planning Strategies Learned from 36 Years of Practice: Pay-As-You-Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients After over 36 years of legal practice, Robert Muehlenweg has developed a well-defined strategy that provides affordable and compassionate estate planning services for his clients. Today he joins us on the show to shar...