The Unbundled Attorney Team

Unbundled Attorney Mastermind

Business EN ↓ 74 episodes

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.

Be sure to visit the podcast's website and support the creator: www.unbundledattorney.com

Author

The Unbundled Attorney Team

Category

Business

Podcast website

www.unbundledattorney.com

Latest episode

Mar 7, 2025

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Episodes

From Eight to 118 Clients: Anthony Godshall's Journey of Rapid Law Firm Growth 07.03.2025

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...

Maximize Every Consultation: Proven Strategies for Enrolling More Clients with Jim Spangler 14.02.2025

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 ove...

Burn the Boats: Building a Thriving Criminal Defense Practice with Steve McGuckin 25.01.2025

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 f...

Building a Virtual Practice That Serves Multiple States 20.12.2024

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 Oth...

Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys 19.12.2024

  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 Communicati...

How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State 27.11.2024

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...

Building a Six-Figure a Month, Client-Centered Probate and Estate Planning Law Practice 29.03.2024

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...

The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney 07.03.2024

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...

The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation 21.11.2023

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 represe...

Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law 30.06.2023

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 payme...

From $20k to $200k a Month in 12 Months: A Step-by-Step Guide for Rapidly Scaling Up a Law Practice 02.06.2022

**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...

Family and Criminal Lawyers: How to Triple New Client Retention and Boost Your Profits Overnight 02.02.2022

**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 ser...

Scale Up Your Law Practice: Hire Great People, Automate Workflows, and Efficiently Deliver Limited Scope Services 17.04.2021

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 s...

How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw 10.11.2020

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...

How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment 23.04.2020

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...

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 23.06.2019

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...

Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably 14.03.2019

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 a...

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 13.01.2019

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...

How to Make $500-$750 Per Hour Providing Unbundled Legal Services 28.11.2018

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 adva...

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 15.07.2018

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,...

How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty 07.06.2018

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 crea...

Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services 11.05.2018

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...

How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice 11.04.2018

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 an...

A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law 15.03.2018

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 e...

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 21.02.2018

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 podcas...

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