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**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 a single year. During this period, they opened two new offices, hired 5+ new lawyers, added 2 new administrative staff, and have recently opened their third office in Nashville, TN. This is a step-by-step, in-depth walk-through for how lawyers can take their practice from where it's at to the next level and beyond. Click here to watch the video version of this podcast interview on our YouTube ChannelIn this episode, you'll learn:The four key components that enable their team to effectively enroll clients virtually without having to meet clients in personThe value from thinking of a law practice like a factory, and setting up systems to process “raw materials” through your firm in the most efficient way possibleWho is the first and most important hire that firms should make when they are scaling up their practice?Importance of creating roles and responsibilities (“lanes”) for each team member in the firm, and why they should stay focused on their key rolesWhy having systems in place to process, manage, and track all payments, plus knowing the critical role firm finances play in sustaining the growth of your firmWhy do Brandon or a partner in the firm continue to call and convert each of their Unbundled leads, and why they do NOT delegate this responsibility to anyone elseWho are the three most important people a firm needs to have in place when scaling up from a solo practitioner to a small firm?How to generate a consistent source of qualified attorneys to bring into your firmThe most important considerations when making hiring decisions for associate attorneysThe value of hiring team members who have complementary skills and personality types to share different types of tasks and responsibilitiesHow gaining access to financing and capital investment resources significantly increases the speed that your firm can scale and growHow to structure payment plans to ensure your clients consistently make their payments, and what are the payment processing systems that make this possibleHow Brandon and Robert can provide services to 80% of their clients who would otherwise be unable to afford a lawyerThe value of taking time to implement a document automation system that creates legal documents in a faster and more efficient mannerHow to cultivate a great company culture that motivates each of your team members to sincerely want to be a key part of your firmAnd much more …Resources Mentioned:LawPay (49:00)Lawyaw (1:00:00)LawClerk (1:03:30)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
Social media platforms have become ubiquitous marketing tools. According to a report by the Interactive Advertising Bureau and conducted by PwC, social media advertising revenues reached $41.5 billion in 2020, which is nearly 30% of all internet advertising revenue. So, how can Florida lawyers leverage social media to create impactful advertisements while ensuring compliance with Florida Bar ethics rules? To help answer this question, hosts Christine Bilbrey and Karla Eckardt speak with Jesse R. Butler about The Florida Bar Young Lawyers Division's (YLD) Social Media Pocket Guide, a handbook created in collaboration with the Ethics and Advertising Department of The Florida Bar in an effort to assist Florida lawyers in complying with the rules governing lawyer advertising. Jesse R. Butler has served as the Chair of the YLD Technology Committee since 2019. He graduated from the University of Florida Law School and is a partner at Dickinson & Gibbons in Sarasota. He is Board Certified in Appellate Practice and has handled appeals throughout Florida, in Federal court, and he is also admitted to practice in the U.S. Supreme Court. Jesse was a member of the inaugural class of The Florida Bar Leadership Academy. He previously served as President of the Sarasota County Bar Association's Young Lawyers' Division after serving for several years on the board as a director and he is also the Chair of the Twelfth Judicial Circuit Grievance Committee. In 2020, Jesse was re-elected to his third term on the Board of Governors for The Florida Bar Young Lawyers Division, where he represents the Twelfth Judicial Circuit. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #5027. REFERENCED RESOURCES: YLD's Social Media Pocket Guide Advertising Regulation and Information Page of The Florida Bar Handbook on Lawyer Advertising and Solicitation Quick Reference Checklist – Targeted Social Media Advertising Guidelines for Networking Sites Florida Ethics Opinions Search
Listen in to the eighth panel of the LEC's Civil Justice Fest, a webinar series held throughout the month of November aimed to help make sense of America's rapidly changing civil justice environment. This panel discussion featured: Ashley Keller, Partner, Keller Lenkner LLC Gretchen Lowe, Partner, Westfleet Advisors Rustin Silverstein, President & Founder, X Ante Quentin F. Urquhart Jr., Partner, Irwin Fritchie Urquhart & Moore LLC Moderator: Maryellen Noreika, Judge, US District Court for the District of Delaware
Pete Strom's success is by design. Whether it's hiring lawyers for their psychological profile, his open-minded approach to SEO and digital marketing, or his pricing strategy - he knows who he is and what he stands for, as a businessman and as an attorney, and he's got the confidence to follow through.Pete was the youngest ever US Attorney General for the District of South Carolina in 1993, and his subsequent private practice - Strom Law Firm in South Carolina - saw him named as one the Top 100 Trial Lawyers for Criminal Defense by the National Trial Lawyers Association.What's in This Episode: Who is Pete Strom? What it means to grow up with law in your blood How the NFL crafted Pete Strom's most electric closing argument Why your marketing channels should reflect you as an attorney Which attitude will help you game SEO better How the paid advertising vs. free PR conundrum plays out for lawyers At what point it's finally time to go and buy that flashy Mercedes! Which conferences lawyers must-see (and which ones they can miss!)
Today the Andrews bring on a civil attorney to discuss the advertising rules we all must comply with. Paul Wingo, partner at Hamilton Wingo, LLP, is a catastrophic injury attorney based in Dallas. He is a seasoned attorney and knows the ins and outs of the advertising rules; you’ll want to listen so you can stay right with the Bar.Contact Paul directly at https://hamiltonwingo.com/
Attracting new business is important to your legal practice, but there are many questions you should consider when marketing your firm. What type of content can your ad contain? How should you interact with potential clients online? Which marketing materials must be submitted to the Bar for review? From online campaigns to tv ads to social media posts, lawyers must follow advertising regulations and be aware of best practices. In this Florida Bar Podcast hosted by Christine Bilbrey and Karla Eckardt, Elizabeth Tarbert of the Bar's ethics department offers guidance for ensuring compliant advertising and avoiding marketing violations.Elizabeth Tarbert has been ethics counsel for the Florida Bar since 1997.Find more information in the Florida Bar's Handbook on Lawyer Advertising and Solicitation.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General or Ethics CLE Credit. Course #3829
On this episode of Court Appointed, Mike and Tommy discuss the laws surrounding advertising your Law Business. Believe it or not, there was a time when you didn't have to hear about personal injuries and Mesothelioma and all these other big cash settlement things. Lawyers just could say, "Here is my name and number, Call me if you need me". Boy have times changed ! I mean, even Captain Kirk is singing their praises !! The Court is now in Session with music, "Doctor, Lawyer, Indian Chief" by MCRB.
In this week's episode of Out of Focus, we talk about the dark hand of Facebook and the power it has over our businesses as seen by the blackout last week. I talk to Greg Steele, a lawyer in South Carolina about what it is that we can even do about the power that Google, Facebook, and Amazon have over all information. Spoiler: Probably nothing. Greg also brings us insights from the world of Law Firm Advertising, a world known for cheesy commercials. Now that people are watching TV less and less, where do lawyer ads go from here? Referenced Clips: Alex Jones/Bon Iver mashup Jamie Casino Lawyer Super Bowl Ad Facebook Congressional Hearing Google Congressional Hearing Follow Will Malone on Instagram Check out the Print Shop on willmalone.com, use promo code WMP20 for 20% off your purchase. Sign up for the Will Malone Photography newsletter for deals on photography packages, print promos, and other content. --- Support this podcast: https://anchor.fm/outoffocus/support
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 able to serve a high volume of clients. What makes Bryan truly unique is his investment in learning and implementing legal technology into his practice. He has also been dedicated to learning how to effectively provide unbundled services, which he believes is a key part of bringing his vision to fruition. Bryan’s firm is now on a growth path to double revenues every year, and there are no signs of slowing down. Most importantly, he has put the systems, technology, and team in place that will enable his firm to continue to scale. Today, Bryan joins the show to share the specific systems and technology that enables him to serve a high number of family law clients efficiently and profitably. We identify the exact tools and services he uses, and how they impact daily workflows. We also discuss the creative ways he provides flat rate unbundled services and share some real-life examples of how he delivers them to clients.
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 account, which created serious ethical issues. There was also no simple, easy to use platform where lawyers could receive credit card payments online and clients could pay for their services with the click of a button. LawPay changed all of that, and nowadays it’s hard to find a law firm that doesn’t accept credit cards. Today, Founder and CEO Amy Porter joins our show to share the LawPay success story and how LawPay got started. Amy will update us on groundbreaking changes they have pioneered over the past decade that expands the way lawyers accept client payments. We also discuss how the LawPay platform has helped usher in a new era of virtual and digital lawyering, and has enabled lawyers to offer more creative and flexible payment options to make their services more accessible and affordable.
Another networking event? Piece of cake! TYLA Treasurer Tim Newman talks with Jennifer Morris, former TYLA President and Senior Legal Counsel at AT&T Services, about the art of networking as a young lawyer and how critical networking is to building relationships and a client base. Make the most of any business development event with these tried and true tips. This podcast was created by the Texas Young Lawyers Association, and no part of it may be reproduced without the written consent of TYLA. The opinions expressed do not necessarily reflect the opinions of the TYLA or the State Bar of Texas. The information in this podcast is provided as a resource of general information and is not intended to replace legal advice. We recommend our listeners conduct their own research and exercise their own judgment. If you are not a lawyer and need legal assistance related to any of the topics discussed in this podcast, you should consult an attorney. The Young Gunners Podcast features music by Otis McDonald and his song "Rest."
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 advantages and disadvantages in each position. Today Clay joins the show and shares the “why” behind each of his decisions, lessons learned, and what finally led to his success as a solo legal practitioner. We take a deep dive into how he has successfully developed unbundled services during his 5+ years as an Unbundled Attorney. Clay shares real-life experiences with clients that involved both uncontested and contested legal cases. He provides a detailed breakdown of how to deliver unbundled services for both kinds of clients, the rates for each, and systems he uses to establish his effective hourly rate at $500-$750 per hour. We also give an overview of the legal technology he integrates into his high-volume practice, and how he streamlines booking appointments and the delivery of his services.
A.J. Bingham is the Founder and CEO (and a lawyer by training) of The Bingham Group, LLC, an Austin-based full service lobbying firm representing and advising clients on municipal, legislative, and regulatory matters throughout Texas. He’s also a readily recognized social media guru. Young Gunners talks with A.J. about social media, its various forms and uses, and how young lawyers can maximize social media to help build a practice. You can find out more about the Bingham Group at https://www.binghamgp.com/ or on social media. This podcast was created by the Texas Young Lawyers Association, and no part of it may be reproduced without the written consent of TYLA. The opinions expressed do not necessarily reflect the opinions of the TYLA or the State Bar of Texas. The information in this podcast is provided as a resource of general information and is not intended to replace legal advice. We recommend our listeners conduct their own research and exercise their own judgment. If you are not a lawyer and need legal assistance related to any of the topics discussed in this podcast, you should consult an attorney. The Young Gunners Podcast features music by Otis McDonald and his song "Rest."
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, and the opportunity to collaborate with other attorneys. In addition, Lee was exposed to the concept of unbundled legal services and how it is used to help individuals unable to afford traditional retainer fees. Once Lee launched his solo practice and started working with Unbundled Attorney, he developed a complete business model built around delivering both full representation and unbundled legal services to his clients. Today Lee joins the show to explain why he made the decision to offer unbundled services. He gives an overview of the unbundled service options he provides, the price points for each, as well as the systems and processes he has developed to deliver them efficiently and profitably. Lee also discusses some of the major misconceptions about unbundled services, and why unbundling can positively impact the access to justice problem as these misconceptions are debunked and more lawyers across the country begin offering these service options in their practice.
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.
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.
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.
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 unbundling their legal 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 Attorney has played in the development of their own practice.
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 cooperative alliance of attorneys and legal professionals who will transform the accessibility of legal services in North America.
We’ve all seen the billboards and TV commercials advertising lawyers and their ability to get you money fast. While there aren’t any rules regulating taste, there are many state rules that outline how a lawyer can and can’t market their services. In this report from On The Road, host Laurence Colletti talks to Linda Shely about the model rules of professional conduct on lawyer advertising. They discuss typical advertising restrictions, rules for social media marketing, and the complexity of complying with the rules when they differ by state. Lynda Shely, of The Shely Firm, PC, Scottsdale, Arizona, provides ethics and risk management advice to lawyers and law firms.
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 include during each coaching session. Jamie is also a Christian lawyer and discusses how to communicate with Christian clients and people of faith to help them overcome their apprehension about filing for divorce.
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 are initially reluctant to do so.
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.
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.
Rebecca Fuller is part of a new era of lawyers that have embraced legal technology in order to build a highly efficient and streamlined practice. The cloud-based tools she uses have also enabled her to operate her practice from any location, any time without skipping a beat. Today Rebecca joins us to share the technology she uses and exactly how she has implemented them in her practice. This includes a complete walk-through of how each tool comes into play from the moment she receives each lead all the way through to the delivery of each service. We also discuss how she has leveraged technology to scale up her practice, enabling her to effectively serve a much higher volume clients.
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.
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.
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.
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.
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 he outlines what each of these options are and what he typically charges.
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.
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.
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.
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.
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.
Michael Chasin joins us on the show 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 using them to streamline their intake and client conversion process. We announce Unbundled Attorney’s brand new integration with Lexicata, which enables lawyers to have our leads delivered directly into their Lexicata account in real-time. We also discuss how merging lead generation with powerful intake and practice management tools will help lawyers grow their practice tremendously, while enabling them to deliver services in a more efficient and cost effective manner.
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 income makes it difficult to pull the trigger? Last year, Aaron Walsch, took a leap of faith and moved from Columbia, SC to Nashville, TN after building a successful practice for over a decade. Today, Aaron shows us how to wind down your existing practice and launch a new one in a different community. We also discuss the importance of hiring great staff, how lead generation helps you grow a new practice, and the value of offering a layaway payment option for your clients.
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 cultivating an understanding of the cultural history and emotional fears of your clients. He explains how this empathy helps you become an exceptional communicator. This is one element of Moises’s three-part service philosophy which not only dictates how he relates to clients, but also determines the types of flexible payment options he offers. He breaks down the profitability of intelligently structured payment plans, and explains why so many attorneys not currently offering these options could be missing out on a tremendous amount of additional revenue.
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 during the successful launch of her new practice six months ago. She tells us why she hired a virtual assistant and virtual contract attorney to help build the new practice, and how she pays for their services. Maria also gives us a complete pricing breakdown and comparison between her full representation and Unbundled legal service options for immigration and family law. She explains the importance of cultivating empathy for the unique legal needs and special financial circumstances of your clients, and how that sensitivity will naturally give rise to implementation of flexible service options that meets clients’ needs affordably.
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 backgrounds and personality types whom he encounters in NYC. David also shares his experiences from working with many lead generation companies through the years. He discusses how they compare to Unbundled Attorney, and he outlines some of the strategies he has found most successful. David talks about the high costs involved in running a practice in NYC, one of the most expensive business environments anywhere in the world. He also explains how he structures fees to ensure he provides affordable services for his clients, while still covering his high overhead.
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 is able to enroll and deliver immigration services to the majority of her clients electronically, without having to meet them in person. This includes a walk-through of each step in the process from the initial call and enrollment, to how she leverages an online client portal and document automation technology to prepare and deliver the completed documents. Vaneskha also shares the unbundled and “pay-as-you-go” pricing options she offers, and the typical fees she charges for each service.
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 on the show to share some of the strategies he has developed, as well as some creative payment options he offers that enable him to provide affordable services for so many of his leads. Sean explains when and how he offers “layaway” payments for clients who cannot afford his flexible up front retainer. He also shares some valuable lessons learned from his father that he uses to communicate effectively and relate well with clients.
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 this change in his mentality and approach helped transform his practice. Today, Brian shares how he went about making this important change, the kinds of options he offers now, and how he talks about them with his clients. He also talks about his expansion into other parts of his state, and how he manages his mobile practice from the road.
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 Unbundled Attorney is really all about. Dave talks about the major changes that have occurred in the legal industry over the past 30 years, and how attorneys can adapt their practice in order to grow and thrive in the new legal landscape. Dave also describes some of the underlying values of the attorneys he works with, and the unique way they relate to their clients, as well as his vision for the future of unbundled legal services.
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 share some of the unique service options he has developed, including pay-as-you-go, fixed fees, full representation services, and how he prices these options. We talk about how he fields the estate leads we send him, including his approach to the initial consultation, and how it allows him to enroll many of his “new school” clients right over the phone. He also shares some of the emotional skills of estate planning and probate, and how important it is to relate to clients in an empathic and sensitive manner.
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 approach to his law practice by building systems that streamline workflows. We also explore how he was able to successfully relocate his law practice from El Paso to Dallas, TX. He examines some of the mistakes he made and shares valuable lessons learned along the way. He also talks about the alternative fee arrangements he has implemented with his clients, such as bartering his services for assets or property, as well as some strategies he has developed in his mediation practice.
Where do lawyers stand on the issues of advertising and ethics, especially when online technology is in the picture? Hear Andrew Perlman, the Chief Reporter for the American Bar Association’s Commission on Ethics 20/20 and Nathan Darling, the 2010 President of the Legal Marketing Association (LMA), talk with Lawyer2Lawyer co-host, J. Craig Williams to spotlight the ABA's Commission on Ethics 20/20’s preliminary issue paper about restrictions on lawyers’ use of technology for marketing and advertising, reaction to the proposed rule changes and what this all means in reality.
This month, verbal chaos ensued when the all-female law firm, Fetman, Garland & Associates, put up a racy 20 ft billboard in a trendy Chicago neighborhood, reading "Life is Short. Get a Divorce." Today on Lawyer 2 Lawyer, we are going to discuss this controversial ad and question whether the firm went too far. We will also discuss the fallout and the advertising campaigns effect on the validity of attorneys. Join host and Law.com blogger, J. Craig Williams as he discusses this hot topic with the experts: Larry Bodine, a business development advisor who helps law firms, Tim O’Brien, President/CEO of The Personal Branding Group, Inc. and Jeffery Leving, national litigator and consultant from the Law Offices of Jeffery M. Leving, Ltd. in Chicago. Don’t miss it!