Unbundled Attorney Mastermind

Episode 24: How to Relocate a Law Practice to a New Region: Creating Relationships with Local Courts, Bartering with Clients, and Building an Efficient Firm Before Charles Skinner became an attorney, he worked as a machinist for over 10 years. That experience taught him a lot about how to streamline processes and build an efficient business model. Today, Charles shares how he transferred this appr...

Episode 23: Launching a New Solo Practice: From Law School Graduate to 65 New Paying Clients in 3 Months Andrew Burgess is 9 months out of law school and has already built a thriving and successful solo practice. This growth is largely fueled by a high volume of Unbundled Attorney leads, his effectiveness in fielding those leads, and the affordable unbundled options he offers his clients. Today, A...

Episode 22: Chronicling the Journey From a New Solo Practice to a Small Law Firm: Limited Appearances, Hiring Contract Lawyers, and Scaling Up a Practice After many years working as a prosecuting attorney and then as a contract lawyer for a firm on the east coast, David Gross decided to start his own practice out of Vancouver, WA, in March of 2015. In this episode David chronicles his firm’s growt...

Episode 21: Building Blocks for Great Relationships with Clients, Mobile-Lawyering, and Strategies to Convert Estate Leads Bill Fix didn’t become a lawyer straight out of college. Instead, he worked in sales and as an investment advisor before enrolling in law school. These experiences taught him valuable lessons that later influenced how he manages his practice. Today, Bill shares many of these v...

Episode 20: Lessons from 50 years of Practicing Law: Empathetic Listening, Limited Scope, and the Disrupted Legal Market Richard A. Shannon is an exceptional attorney with over 50 years of experience. After studying liberal arts and graduating from UT School of Law, he served as an Assistant Attorney General of Texas and Special Counsel to the Commissioner of Insurance, before starting his private...

Episode 19: Starting a Solo Practice in Your Forties: Embracing Tech, Leveraging an Assistant, and Flexible Payment Plans Kathy Orr has been practicing family law for over 15 years, and what makes her stand out from our other guests is that she took up the practice of law in her forties. After graduating magna cum laude, besting her younger classmates, she decided to start a solo practice right ou...

Episode 18: Scaling Up Your Practice: How to Expand From Solo Practitioner to Small Law Firm in Under 3 Months Rhonda Telford Naidu has been an Unbundled provider attorney out of Oklahoma City, OK for about 3 months. During this time her client base has grown from 9 active clients to 51 which has required her to hire two new attorneys. She is also working on opening new offices that will allow her...

Episode 17: How Offering “Pay-As-You-Go” Options Can Dramatically Increase the Number of Clients You Can Profitably Serve Barbara Rogachevsky has been an Unbundled provider attorney out of Akron, Ohio, for over two-and-a-half years now. Today Barbara shares the types of unbundled and “pay-as-you-go” options she offers that can fit into the budget of almost any client she works with. She explains h...

Episode 16: Proven Sales Strategies to Convert More Leads and Eliminate No-Shows Tera Lee is a long-time unbundled provider attorney based in San Bernardino, CA who has applied best practices and strategies he learned from his background in sales to calling leads. Today Tera joins our show to discuss the importance of embracing sales as a critical component of building a successful law practice, a...

Episode 15: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling Obreziah Bullard is an unbundled provider attorney out of Atlanta, GA that converts about 75% of the leads she receives into paying clients. That’s an impressive conversion rate, but even more impressive is the fact that 98% of these converted leads retained her services over the ph...

Episode 14: Building a Law Practice from Home: Virtual Offices, Legal Tech, and Enrolling Clients Over the Phone Zoe Garvin joins our show today and shares her journey from college graduate to opening her own solo practice, including resources that helped her make the transition. She has also been able to generate over $10,000 in revenue from Unbundled leads in her first two weeks. Her success is...

Episode 13: The Modern Solo Practice: How to Leverage Internet Leads to Ramp Up a New Law Firm Immigration and Family Law Attorney, Austin Andenmatten, sole practitioner at the Law Offices of Austin Andenmatten, joins our show today and shares his success story after opening his practice just a couple years ago. Austin became certified as a Bar Advocate in 2014, graduating with honors from Suffolk...

Episode 12: Expanding Your Reach on Social Media: Facebook, Live Streaming, and the Future of Legal Tech In this episode we interview provider attorney, Jacob Sapochnick, who shares how he built a huge following on social media, including over 130,000 fans on his Facebook page. He describes how leveraging legal tech platforms and cloud computing helped automate and streamline his practice. Jacob s...

Episode 11: Mastering the Consultation: The Sales Strategy that Generated $250k from Unbundled Leads in a Single Year In this episode we interview provider attorney, Matthew Beach, who built a thriving practice and generated over $250k in revenue last year from the Unbundled Attorney leads he received alone. Matt shares details of the process he uses to convert 50% of his leads into paying clients...

Episode 10: From Brand New Practice to Tens of Thousands in Monthly Revenue in Six Months In this episode we interview provider attorney, Ardy Pirnia. Fueled by a high volume of Unbundled leads, Ardy has grown his solo practitioner law firm into a successful practice with 3 paralegals, 3 employees and tens of thousands in monthly revenue in six months. Ardy shares how he achieved his success throu...

Episode 9: Exploring the Practical Benefits of Flat Rate Billing In this episode we interview provider attorney, Deborah Roffman, who provides her clients flat rate quotes for selected legal services in her practice. We discuss the reasons why she introduced flat rate price options and how it has changed her practice. Deborah explains why it works for the benefit of her clients, and shares tips an...

Episode 8: Bringing a Holistic Approach to the Practice of Law In this episode we interview Michele Bernard, who is an Unbundled Attorney in Orlando, FL. She shows you how to bring a holistic philosophy into our practice as attorneys. Michele explains how this unique approach impacts the way she serves her client relationships. We also discuss the impact empowering attorneys nationwide to offer al...

Episode 7: Expert Tips: Lessons and Strategies Learned By Fielding Over 1000 Leads In this episode we interview Robert Manson, who is an Unbundled Attorney in Minneapolis, MN. Robert has received over a thousand leads and expanded his practice throughout the state of Minnesota. He shares the strategies and best practices which have enabled him to serve a high volume of clients, many of whom are 2...

Episode 6: How to Expand Your Practice Statewide, Serve More Clients, and Cultivate Referrals In this episode we interview provider attorney, Marsha Stiles. She has built a thriving practice that serves the three corners of Missouri. Marsha takes us through the process she has used to expand her practice throughout the state. We discuss creative ways she has developed to expand referrals and serve...

Episode 4: How to Build a Thriving Practice Using Internet Leads and Unbundled Legal Services In this episode we interview provider attorney Michael Greenstein. Michael walks us through the process he has developed using internet leads to help build his practice. He also reveals the secrets to the success he has had with unbundled legal services over many years including specifics on how to delive...

Episode 4: The Turnaround Episode: How One Shift in Approach Can Dramatically Transform Your Results In this episode we interview provider attorney, Sou Bounlutay. Sou achieved a remarkable turnaround in results after making an important shift in understanding her role as an attorney and service provider for her clients. You’ll Learn: How adopting a service-minded, client-centered approach signifi...

Episode 3: Immigration vs. Family Law Leads: Key Strategies for Converting Both In this episode we interview Marcus Torigian. who is an Unbundled Attorney in Fresno, CA. Marcus identifies the most important differences between immigration and family law, and he explains differences in strategy and process he uses to effectively service each type of lead. You'll Learn: The specifics of “3 Tiers” of...

Episode 2: How Attorney Les Sandoval Converts 50% of His Leads In this episode we interview Les Sandoval who was an Unbundled Attorney in Albuquerque, NM. Les explains how he consistently converts 50% of his leads as a sole practitioner by offering service options tailored to the needs of his clients. You'll Learn: How to educate the clients on the value of being able to work with a sole practitio...

Episode #1: Fundamentals of Fielding Leads and Offering Flexible Payment Options In this episode we interview Brad Latta, who is an Unbundled Attorney in Birmingham, AL. Learn from one of our long term veteran attorneys, as we explore the best practices for contacting leads, setting appointments, and types of flexible payment options you can offer to make it easier for clients to purchase your ser...