Podcasts about unbundled attorney

00:00 Introduction to the Unbundled Attorney Mastermind Podcast00:32 Welcome to the Fireside Chat with Anthony Godshaw02:31 Anthony's Journey and Success with Unbundled Attorney04:18 Balancing Personal Life and Professional Growth04:42 From Eight to 118 Active Cases: The Growth Story08:03 The Importance of Client Connection and Genuine Interest11:28 Effective Lead Conversion Strategies15:50 Building a Sustainable Practice with Consistent Revenue24:57 The Role of Free Consultations and Client Trust32:11 Quick Response and Initial Client Interaction36:02 Navigating Payment Processes36:20 The Importance of Follow-Ups36:58 Walking Clients Through Payments38:05 Building Authentic Client Connections40:03 Discussing Deposits and Payment Plans45:17 Balancing Work and Family Life48:32 Expanding Your Law Practice49:38 Effective Hiring Strategies51:57 Inspiration and Future Goals59:02 Q&A and Final Thoughts 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  

00:00 Introduction to the Podcast00:44 Meet Jim Spangler: A Successful Unbundled Attorney01:37 Transitioning from Big Law to Running a Private Firm03:11 The Client-Centered Approach04:14 Effective Consultation Strategies04:50 Interactive Q&A Session05:35 Building Trust with Clients06:58 Concrete Steps and Active Voice16:29 Discussing Payment PlansIf 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

Timestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33 Building a Multi-Jurisdictional Practice01:05:44 Final Thoughts and Encouragement01:16:45 Upcoming Events and Closing RemarksIf 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

 Episode Breakdown00:00 Introduction to Unbundled Attorney Mastermind Podcast00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney01:44 Exploring MyCase Features with Lindsay Bushong04:57 Showcasing the Integration: Real-Time Lead Management05:26 Demonstration: Setting Up MyCase Integration08:30 Managing Leads and Automations in MyCase15:01 Utilizing MyCase for Client Communication20:13 Transitioning Leads to Cases in MyCase32:38 Handling Credit Card Fees34:43 Setting Up Payment Plans36:59 Subscription Billing Explained39:36 Syncing with LawPay42:05 Document Automation Features46:21 Using Intake Forms52:46 Workflow Automation 57:25 Q&A and Final ThoughtsIf 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

How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State | Episode 69 | Unbundled Attorney MastermindThis 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 for converting bankruptcy leads and managing a successful statewide bankruptcy practice.  Max discusses his approach to achieving a 50%+ conversion rate while serving the entire state of Connecticut.  Max shares how technology, client relationships, and flexible payment plans all play a role in his success.They also discuss the specific enrollment process, service options, payment plans, and strategies that enable Max to seamlessly enroll clients electronically, and deliver services from his virtual office, usually without ever meeting them in person.Click here to watch the video version of this interview on YouTubeIn this episode, you'll learn:How he is able to seamlessly enroll and intake new clients electronically across the entire state of ConnecticutHow using a client-centered approach by being creative with service and payment options enables him to retain 2-3 new clients out of every 5 leadsHow he leverages legal technology to streamline much of the document preparation, payment collection, and processes in his firmAnd much more...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

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 to enrolling new client leads and providing flexible payment plans. Bridgette emphasizes providing tailored, pay-as-you-go options for estate planning services, and a retainer and payment structure for probate case that has evolved over the years. She also talks about the importance of hiring associates, managing cash flow, and maintaining a client-centered, empathetic approach to legal services. Click here to watch the video version of this podcast interview on our YouTube ChannelIn this episode you will learn: • The steps Bridgette has followed to develop a probate and estate practice that often generates over $100k per month• How Unbundled Attorney's lead generation service have impacted her practice and revenues • The value of tailoring service options to meet your clients needs and budget constraints• The unique pay-as-you-go service options she offers for her estate planning cases • How using Clio Manage CRM has helped her manage her legal practice • Her payment structure for her probate services, including how her initial retainer and payment plans have evolved over time• The value of a developing a client-centered approach to practicing law, emphasizing flexibility and empathyTimestamps 00:01:16: Starting out in law 00:03:17: Transition to Unbundled Attorney 00:10:02: The impact of direct connect 00:26:21: Technology Integration 00:27:33: Document Automation and Transition 00:33:07: Payment Plans and Client Commitment 00:44:51: Hiring an associate 00:56:33: Building a remote teamIf 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

The Lifestyle Lawyer: A $50k Per Month Law Practice Working 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 Clay over 7 years ago, his focus has always been on work-life balance over pure profit. What is most important for him is not building a high volume practice, but rather spending more time with his kids, going on trips around the world, and enjoying his family.  However, even though he has optimized his law practice for lifestyle, he's still bene able to build a practice that does exceptionally well financially. During this interview, Clay discusses the importance of direct client contact, an efficient use of technology for scheduling and communication, and the shift to flat fees for streamlined billing. Clay also emphasizes customizing legal services to client budgets, responding to online reviews while maintaining confidentiality, and the significance of taking vacations without compromising client service with appropriate application of automation. His insights reflect his commitment to a client-centered, efficient, and balanced legal practice.In this episode you will learn about:Clay Wilkinson's journey from working with a large law firm to becoming a successful solo practitionerImportance of maintaining a work-life balance and finding fulfillment in practicing law on your own termsThe tools he uses to enhance the efficiency of his practiceWhy he provides all of his representation on a flat-fee, limited scope basisHis unique approach to client intake and ongoing communicationsImportance of managing work volume and taking breaks to avoid burnoutPractical aspects of managing workload while ensuring that clients are still receiving the prompt legal assistanceAnd much more...Resources Mentioned:Calendly (41:28)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

Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable RepresentationIn 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 representation that is also highly profitable. We discuss each of these three components in detail, includingan online client portal that integrates into his practice management software. He explains how this portal  improves his consultation conversion rate, streamlines his workflows, and substantially increases clients' trust and confidence in the services he provides them.Click here to watch the video version of this podcast interview on our YouTube ChannelIn this episode, you'll learn:Why Rob enrolls his criminal clients with 20% down, and how this has impacted his lead conversion rateHow using automated recurring payments has enabled him to deliver services with a lower initial deposit and still have exceptionally low account receivablesWhy payment plans haven't worked in the past for many lawyers, and how modern processing tools now enable them to have a substantially higher success rateHow the client portal feature of case management platforms can increase client's visibility into the services being performed and instill more confidence and trustHow Rob's online intake form increases his consultation conversion rate, streamlines his workflows, and improves the overall experience for his clientsHow online practice management software enables him to keep him and his staff organized and on task, and effectively manage a higher volumes of casesLawPay, Case Management, 20% DownAnd much more…Resources Mentioned:MyCase (16:20)LawPay (12:35)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

Episode 65: Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice LawIn 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 payment plans has enabled him to lower his initial deposits to as little as 20-25%, which has dramatically increased his lead to retained client conversion rate. As a result, he has been able to provide affordable criminal representation to many more clients, and is already generating an additional $30-40k a month in revenue from his Unbundled leads alone.Click here to watch the video version of this podcast interview on our YouTube ChannelIn this episode, you'll learn:Why optimizing your criminal firm to be immediately responsive to new leads and requests will substantially increase your client conversion rateWhat automated recurring billing payment plans are, and why they can enable you to accept less than 50% down in a criminal caseHow to structure your recurring payment plans so they have a high rate of processing successfullyHow to determine the ideal initial deposit in each case, and the best payment schedule and payment amount for each payment planThe being transparent cultivating an empathetic approach to your consultations will help you convert more clients and create more customer loyaltyAnd much more …Resources Mentioned:Calendly (12:37)DirectConnect (16:20)LawPay (36:23)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 

031: Dave Aarons | Impacting the World Through EntrepreneurshipWelcome Back to Go Big to Give Big Podcasts with Randy Molland and Steve Arneson. Today we are joined by Dave Aarons! Dave is the founder of Unbundled Attorney, which helps connects leads to lawyers while also offering cheap legal service to their clients.Dave is a master when it comes to discipline and scaling a business, as well as being a true entrepreneur at heart with his ability to think fast, pivot when he sees an opportunity, and is not afraid to put in the work to get there. As you listen to this episode, you'll hear the passion come out in Dave as he gets fired up sharing about why adding a given component to any for-profit company should be the new standard and why he believes so much in this philosophy.He also touches on what motivated him to create such success and how that motivation has pivoted throughout the years. Dave also shares a few cool tips on how he is using journaling to help him learn when he needs to pivot inside his business and how he can stay true to himself.Dave is someone who has consulted and inspired us to continue to build the Go Big to Give Big brand. He is an inspiration with what he is doing with his company and helping people with their mental health.[00:00 - 13:09] Unbundled Attorney: Reaching Those in Need●    Dave Aarons is the founder of Unbundled Attorney, a company that helps folks to access affordable legal services.●    Dave shares the story of his realization of why was necessary to change his lifestyle, and why was important to be an entrepreneur.●    The efforts that Dave undertook to bridge the gap between those who can't afford legal services and expand his customer base.[13:15 - 17:18] The Power of Retrospection●    Dave shares how Jim Rohn influenced him into journaling, and how writing has changed his perspective on life.●    John Assaraf's book The Answer also taught him how writing out goals and affirmations can configure your mind into seeing new opportunities and directions.●    Writing needs to be intentional and on a regular basis, in that way influencing your life in unmeasurable ways.[17:28 - 29:26] Changing the World, One Venture At a Time●    Dave believes that entrepreneurship has the opportunity to make significant impacts on the major social problems that affect us in our modern world.●    How experiences and empathy can be harnessed to do a positive impact.●    Thriving in a business and helping others are not necessarily opposites. In fact, their purposes can be aligned.●    Today's entrepreneurs should look at those who laughed at them in the past and realize they're not invited to their party.[29:27 - 40:10] The Importance of Mental Health●    Dave explains to us the burdens that an attorney can face and the pressures of the everyday hustle.●    He believes in the importance of therapy and shares with us his recent partnership with Ginger, an online mental health platform with resources for those in need of support.●    Dave shares with us how he realized the importance of mental health issues when he heard a story of Ginger's CEO Karan Singh[40:12 - 50:20] Quick Questions●    Dave discusses what charities he likes and what lessons these initiatives can teach us.●    He explains what inspires him with their giving and charitable projects.●    Dave believes that an entrepreneur should start their business with a percentage of their revenue in mind for the benefit of others. ●    He gives us his take on what he thinks when hearing the sentence Go Big to Give Big[50:21 - 52:37] Closing Segment●    Reach out to Dave Aarons○    See links below●    Final wordsTweetable Quotes: “If you're not getting the results that you want to get in your life, that has to do with the way you are thinking. It has to do with your philosophy.” - Dave Aarons “If you take full responsibility for the results and everything you're experiencing in your life, then you have the capacity to shift it” - Dave Aarons “Sometimes the most painful things that happened to us become the very things that enable us to be able to understand, and then have the empathy and motivation to want to shift it.” - Dave Aarons _____________________________________________________________________Connect with Dave Aarons by following him on LinkedIn. You can also email him at dave@unbundledattorney.com, or better yet visit his webpage www.unbundledattorney.com  CONNECT WITH US!Join our Facebook GroupLIKE, SHARE, AND SUBSCRIBED! Listen to the Go Big To Give Big Podcaston different platforms.Apple PodcastAmazon MusicSpotifyCastroFor more information you may visit:gobigtogivebig.comhttps://thereinvestors.caAdvertising Inquiries: https://redcircle.com/brands

**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

**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 service options in their practice areas, and how their model can help you substantially improve client retention and overall profitability for your firm. They provide examples of limited scope services they provide for family law, and how their clients and practices benefit. Aaron breaks down a creative payment approach in criminal representation that enables him to triple client retention and bank increased revenues and profits for his firm. Click here to watch the video version of this podcast interview on our YouTube ChannelIn this episode, you'll learn:Critical differences between family law and criminal clients, and how to adapt your consultation and enrollment approach for each practice areaPhone vs. Zoom vs. In-Person meetings, and which approach works best for each practice areaExamples of limited scope services you can provide for family law clientsA step-by-step walkthrough of the best practices for enrolling family law clients on the phone and in-person consultationThe advantages of enrolling family law clients initially for a limited scope service only, and then allowing those relationships to evolve over timeThe value of implementing document automation software to increase your efficiency and profitability, especially for flat-rate servicesHow to provide affordable criminal representation outside of providing limited scope service options (40:00)How payment processors like Lawpay provide automated recurring billing features to enable lawyers to offer more flexible payment terms (45:05-49:50)Creative payment structures for criminal law that differentiate your firm and substantially improve your client retention ratesBest practices for an initial consultation in criminal cases that maximize client conversion, and why these strategies differ from family law (56:54)The importance of understanding the urgency and critical nature of criminal case issues, and how this informs the way to approach those consultationsHow to determine how much to charge as an initial deposit, and how to structure payment plansThe financial benefits of how creative payment options improve client conversion and increase revenues and profitability for the firmThe gap in the marketplace between high-net-worth individuals, and those who qualify for legal aid, and the financial opportunity this represents for lawyers who can profitably deliver legal services to the middle majority sector of the marketplaceResources Mentioned:LawyawPodcast Interview with Amy Porter, former CEO of LawPayClio GrowIf 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

This week on the podcast Jim and Tyson chat with Dave Aarons, the founder and CEO of Unbundled Attorney whose mission is to promote the awareness of unbundled legal services and other options to working families who may not be able to afford huge, up-front retainers, and connect them with forward-thinking attorneys who want to grow a profitable law practice and stay at the forefront of the legal industry.Dave also loves to golf, often competing as a scratch golfer all over the country. He is an avid traveler, having spent time in over 30 countries, and is also very passionate about inspiring business leaders to become more socially conscious.7:03 the access to justice problem14:29 making more money by lowering the barrier to entry 18:30 limited scope retainer agreement20:30 a little bit of help can go a really long way 23:45 limited scope with difficult clients Jim’s Hack:  If you have some good habits that you've fallen away from, try to get back to them today or tomorrow and just get back on the horse.Dave’s Tip: Making sure that I take time for the things that I really love and giving myself full permission to be able to spend time doing the things that give me joy.Tyson’s Tip: Just a reminder to reach out to the people that you love, and start getting out to see them again, and have those lunches, have those coffees because those relationships are extremely important and we've not had a chance to really go out and share with people over the last year.Watch the interview here.MaxLawCon tickets are on sale now! Join us Tuesday October 12th and Wednesday October 13th in St. Charles, MO at the Ameristar Casino, Resort + Spa.

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 significantly increase the efficiency of his firm. We also discuss how providing limited scope services has tripled the hiring rate of his new prospective clients, and has substantially improved the quality of his client relationships as well as the overall profitability of his firm.Click here watch the video version of this podcast interview on our YouTube ChannelIn this episode, you’ll learn:How having a newborn child has shifted Robert’s perspective and provided additional motivation to increase the capacity and success of his firmHow Robert has been able to attract and retain exceptional contract lawyers and associatesTips for attracting new team members, both through your network and in the marketplaceThe specific processes Robert has put into place to automate and streamline his workflowsThe legal technology tools Robert uses that enable a tremendous amount of automation in his firmHow implementing limited scope services has dramatically improved his client conversion rateA detailed breakdown of the limited scope services he offers and how he offers them during his initial consultationsAnd much more …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 

We are excited to welcome back Anthony Saunders who is a 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 recommended episode in the history of the show. His client-acquisition strategy begins with this “leading” with limited scope services. Implementing this same approach has fundamentally shifted the way hundreds of lawyers now practice law, and plays a major role in the growth and success of their firms. Today, Anthony gives a comprehensive breakdown of how this approach enables him to consistently enroll 50-80% of his Unbundled leads as paying clients. He describes how he handles the initial phone consultation, and how he eliminates in-office and virtual appointment no-shows. Anthony also shares specific unbundled service options he offers and how he determines what to charge. So grab a pen and paper and be ready to take copious notes so that you can take what Anthony shares during this interview and implement it into your practice right away.

What is an Unbundled Attorney? Nothing is more important than your family. LJ Law is a Family Law Firm in Las Vegas, Nevada. We offer help in cases such as Divorce, Child Custody and Visitation, Child Support, Pre and Post-Nuptial Agreements, Annulments, Alimony, Adoption, Guardianship, Paternity and much more. Learn More at our Website: www.ljlawlv.com/family-law/ Want to Discuss Further? Let’s Set Up a Meeting: www.VegasDivorceMeeting.com Contact Us: Email: info@LJLawLV.com Call: (702) 998-1188 DISCLAIMER: THE INFORMATION SHARED IN THIS CONTENT IS FOR GENERAL INFORMATION PURPOSES ONLY AND IS NOT, NOR IS IT INTENDED TO BE, LEGAL ADVICE. YOU SHOULD CONSULT AN ATTORNEY FOR ADVICE REGARDING THE SPECIFIC FACTS AND CIRCUMSTANCES OF YOUR INDIVIDUAL SITUATION. REVIEWING THE INFORMATION ON THIS SITE AND/OR CONTACTING US DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. PLEASE DO NOT SEND ANY CONFIDENTIAL INFORMATION ABOUT YOUR CASE TO US UNTIL SUCH TIME AS AN ATTORNEY-CLIENT RELATIONSHIP HAS BEEN ESTABLISHED.

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 and ambition to leave that firm and build her own practice that would both support her ideal lifestyle, and make a significant difference in the lives of the clients she serves. That commitment set her on a path to design a technology-enabled, virtual practice that allows her to operate from anywhere. Imagine heading down to the beach or park, cracking open your laptop and enrolling new clients over the phone while soaking up the sun. This is the kind of location freedom that she has engineered into her practice, and you can too. During our interview, she shares the systems and technology that make her virtual practice possible. We also discover how she enrolls 99% of her clients for unbundled legal services initially, instead of requiring full representation. This is known in our community as “leading with unbundled”, and she shares how this fundamental shift in approach has transformed her practice.

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.

Dave Aarons is the CEO of Unbundled Attorney, which uses a network of lawyers to provide legal services to families who otherwise would not be able to afford them. A veteran of the legal industry since 2004, Dave aims to establish the first donation-based unbundled legal clinic in the United States. Dave does not think that prohibitive costs should come between the average family and solid legal representation, and that unbundled legal services are beneficial to the legal industry even if they seem new and scary. In this episode, Dave discusses how his low-income upbringing fostered his self-reliant attitude, breaks down how unbundled legal services work, and asks you to reconsider how you engage with the social media you find comforting and secure.   Show Notes: How did Dave’s formative years shape his beliefs toward money? Raised by single mother who had to rely on thrift and coupon shopping. Due to these circumstances he learned to appreciate everything he owned and every opportunity that came his way. Realized the need to be independent and self-reliant, especially after his bike was stolen and he had to earn the money to buy a new one. Did his circumstances lead him to become an entrepreneur? Not really, because entrepreneurship is not especially stable or secure. Became an entrepreneur more out of stubbornness and wanting to have job and personal freedom. Realized residual payment through entrepreneurship would allow him to finance his hobbies and side-ventures. What are unbundled legal services and why are they so important? Normally to retain legal services, you need to pay a high fee up front, which bars a lot of lower-income individuals from obtaining representation. Unbundled legal services allow you to retain an attorney for specific aspects of your case rather than for the entire case up front. Allows you to pay for the case each step at a time, accommodating for limited finances. Unbundled Attorney matches these clients to lawyers who provide these specific legal services. How have traditional law firms responded to this service? Old school law firms are generally resistant to change, but the marketplace is forced to adapt due to the very high percentage (70-80%) of people who can’t afford traditional legal fees. It’s a matter of finding of more open-minded attorneys. How was Unbundled Attorney born? Used to work for a provider that offered a variety of legal services under a single fee, but said fee was prohibitively high for the average family, even with discounts. Tried increasing discount percentages, but it was still too much for many people, so gradually started tailoring options service by service for flat fees. Who has been the most impactful person in Dave’s journey to do well and achieve financial success? His mentor, Steve Douglas Who has been the most impactful person in Dave’s drive to do good? His mother. When Dave is having a bad day, what does he do to get himself out of his funk? Plays golf, writes in his journal, What book does Dave recommend to those seeking a more successful path in life? http://slightedge.org/ (The Slight Edge: Turning Simple Disciplines Into Massive Success & Happiness by Jeff Olson) What is the best piece of advice related to success Dave has for our listeners? Take a good, hard look at what you actually get out of the casual media you consume and whether or not it’s worth the free time you have. Places to find Dave: https://www.unbundledattorney.com/ (Unbundled Attorney)       Do Well & Do Good Challenge Nomination:   “Claire’s Place Foundation, Inc. is a 501c3 non-profit organization providing support to children and families affected by cystic fibrosis (CF). Claire’s Place Foundation is named in honor of Claire Wineland, now a teenager, who has been living with CF her entire life. The foundation offers a Support Families...

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.

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.

Laptops are kind of like that greener grass; they always look shinier in someone else’s hands. But switching around your technology, whether it’s transitioning to using Macs or deciding to use a tablet, could be more work than you think. In this episode of New Solo, host Adriana Linares talks to Joe Patrice talk about what it really looks like to switch from Windows to Mac and the advantages and disadvantages of using tablets for your business. Sprinkled into their conversation are tips about buying new tech tools, switching to the cloud, and where you can find small firm content on Above The Law. Joe Patrice is an Editor at Above the Law where, for him, making snide remarks about other lawyers is at least as fulfilling as motion practice. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

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.

Microsoft Word has a feature specifically for creating a table of authorities but many are still intimidated when it comes to using the software. In this episode of New Solo, Legal Office Guru Deborah Savadra joins host Adriana Linares to explain the details of creating tables of authority in Word. They review everything from dialog boxes and categories to styles and pagination. They also discuss the complaints they hear the most and the easiest ways for lawyers to save time and prevent mistakes while using Word’s tables of authority software. Deborah Savadra, over the course of her career, has worked in law offices as a legal secretary, paralegal, and technology “fixer upper.” Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

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.

Email marketing can be a very valuable tool for solo lawyers. But how can you make your newsletter stand out from spam and competition? In this episode of New Solo recorded at the 2017 Clio Cloud Conference, host Adriana Linares and guest host Liz McCausland talk to Andrew LeGrand about the ins and outs of using newsletters as a marketing strategy. They discuss things like open rates, tracking referrals, and how to make newsletter content relevant and interesting. They also briefly cover blogging and how to use your blog to effectively reuse content you already have. Andrew Legrand is the founding partner at Spera Law Group, LLC, a cloud and paperless law firm in New Orleans, Louisiana. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

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.

Microsoft products assist lawyers daily in document review and communication. In this episode of New Solo, host Adriana Linares talks to Ben Schorr, senior content developer at Microsoft, about the different tools Microsoft provides and how they lend themselves to a successful law firm. Their conversation includes Microsoft Office 365, OneDrive, and Outlook. They also discuss resources you can use to learn even more about Microsoft products. Ben Schorr is a Senior Content Developer at Microsoft. He was a Microsoft MVP for more than 19 years and involved with management and technology for more than 25. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney

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.

Taking the plunge into solo practice can be intimidating. Maybe even downright terrifying. But it doesn’t have to be. This is part 2 of the New Solo episode in which host Adriana Linares talks to Rose-Ellen Fairgrieve, Tony Chiosso, and Albert Thuesen about their experiences running their own solo law firms and advice for those thinking about doing the same. Their tips and tricks range from scanners they use in the office to marketing techniques and social media. Whether you are looking for experience with video conferencing software or finding a solo community, these experts have you covered. Rose-Ellen Fairgrieve has been a practicing attorney in the public and private sector for nearly 20 years. She has owned Fairgrieve Law since 2013. Albert Thuesen is the principal of Coit Law Group (CLG), founded in 2014 in San Francisco. CLG is a full service civil practice, focusing on handling litigation claims on behalf of individuals, families, and local business clientele. Tony Chiosso recently started his own firm, Chiosso Law. He has represented clients in a variety of transactional, consulting and litigation matters throughout his career. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

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.

“Many people don't weigh the importance of…expanded associations. How do I get around people, that are playing the game 1,2,3 or even 10 levels higher than I am?” Dave Aarons Today listeners I am happy to introduce the PPC expert and founder of Unbundled Attorney, Dave Aarons to the show. Unbundled Attorney, is a premium lead generation service that delivers leads for those in the legal industry. Dave started his entrepreneurial career in the network marketing industry first becoming an expert at sales and marketing. After realizing he was still trading time for dollars he began to shift his mindset and look for ways to earn residual income and gain more freedom. Dave has been running a lead generation business for over five years and now has the time a freedom to live where he wants to and how he wants. On today's episode, we will dive into PPC for 2017. Dave addresses how he is using this for his business, shares some great tips on maximizing PPC to work for you. Later in the show, he then talks about his strategy to grow his network and mindset. “Who are the people that I want to get around the most, that are going to hold me to that next level and then, how can I get around them?” Dave Aarons 01:33: Buenas Aires, Argentina 15:18: Dave on PPC 20:45: Google Search vs. Bing Search Engine 24:16: Leadership and Appreciation in Company Culture Honorable Mentions: Gary V. https://www.garyvaynerchuk.com/ Tim Ferriss http://tim.blog/podcast/ Neil Donald Walsh http://www.nealedonaldwalsch.com/ Kimbal Musk (Elon Musk's Brother) https://en.wikipedia.org/wiki/Kimbal_Musk Tony Robbins https://www.tonyrobbins.com/ Bryan Bayer https://www.linkedin.com/in/bryan-bayer-9981b9/ Jim Rohn https://www.jimrohn.com/ ‘The Art of Exceptional Living” by Jim Rohn http://www.goodreads.com/author/show/657773.Jim_Rohn ‘Challenge to Succeed' by Jim Rohn https://www.amazon.com/Challenge-Succeed-Jim-Rohn/dp/B0012E3UQY ‘Cultivating Unshakable Character' by Jim Rohn https://www.amazon.com/Cultivating-an-Unshakable-Character/dp/B0009X4ZY0/ref=sr_1_sc_2?s=books&ie=UTF8&qid=1488937419&sr=1-2-spell&keywords=cultivating+unshapable+character Contact Info: Unbundled Attorney https://www.unbundledattorney.com/ https://immigration.unbundledlegalhelp.com/ Twitter: dave_aarons...https://twitter.com/dave_aarons Subscribe to our podcast on iTunes https://itunes.apple.com/us/podcast/entrepreneur-house-business/id1069958541?mt=2

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.

Nothing encourages the jump into starting a solo practice than the advice of those who have already done it. In this episode of New Solo, host Adriana Linares talks to Rose-Ellen Fairgrieve, Tony Chiosso, and Albert Thuesen at the Bar Association of San Francisco’s first annual Solo and Small Firm Conference. Together they discuss their own solo experiences, focusing on how they started and what it took to grow as a firm. They also talk about the tech they use, like Google Voice, GoDaddy, and Ruby Receptionists, and the importance of researching these products that could save you time and money. Rose-Ellen Fairgrieve has been a practicing attorney in the public and private sector for nearly 20 years. She has owned Fairgrieve Law since 2013. Albert Thuesen is the principal of Coit Law Group (CLG), founded in 2014 in San Francisco. CLG is a full service civil practice, focusing on handling litigation claims on behalf of individuals, families, and local business clientele. Tony Chiosso recently started his own firm, Chiosso Law. He has represented clients in a variety of transactional, consulting and litigation matters throughout his career. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

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.

The market is changing for law firms. A majority of clients cannot afford full representation as it traditionally functions. Recently, attorneys have been adjusting or “unbundling” their services to make them more affordable, a process also known as limited scope representation. In this episode of New Solo, host Adriana Linares discusses unbundled legal services with Dave Aarons, CEO of Unbundled Attorney, a company that works with attorneys who offer these types of services. In their discussion, Adriana and Dave cover what unbundled legal services are, whether they are accepted by courts everywhere, and the ideal logistics behind law firms that offer these services. They also raise the subject of lowering initial retainer prices and adopting a pay-as-you-go system. The thought is, communicating affordable options to potential clients could be what keeps your clients from walking away from full representation. Dave Aarons is the co-founder and CEO of Unbundled Attorney, a lead generation company that works exclusively with attorneys that offer unbundled legal services, also known as limited scope or discrete task representation. Special thanks to our sponsors, Solo Practice University, Clio, Answer1, and PerfectIt.

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, Andrew shares the strategies he has implemented to make contact with almost every lead he talks to, and he provides a specific, detailed analysis of the economics of unbundling. He makes a very strong case to attorneys that by offering unbundled options they can provide valuable services to lower income families and still make a ton of money in the process.

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 growth from solo practitioner and “wearing all the hats,” to the small firm he has now, along with the many challenges he has overcome along the way. He shares valuable insights on the best practices for offering limited appearances, including what pitfalls to avoid. He also gives some very practical advice on how to hire contract lawyers and scale from solo practitioner to a small law firm.

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 valuable lessons, including how to relate well and communicate effectively with clients. We discuss mobile lawyering, how to build a law practice from home, and strategies he has developed to call and convert estate leads effectively.

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 practice in family law over 20 years ago. Today Richard joins us on the show to share his broad perspective on the changes that have occurred in the legal marketplace during the past 10-20 years. He explains ways that attorneys may need to adapt in order to continue to succeed. He also discusses practical strategies to improve how you serve your clients, including empathetic listening, limited scope representation, and the true meaning behind being a “counselor” at law.

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 out of law school. Today, Kathy joins us and gives some practical tips for new lawyers. She also highlights the importance of having an assistant, and explains how her payment plans have helped increase monthly cash flow and serve more clients.

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 firm to expand to serve the entire state of Oklahoma. Today, she and her partner/office manager, Jayshree, walk us through how they have scaled their practice so quickly. They also give us a very convincing argument for why it makes both moral and financial sense for attorneys to offer payment plans for their clients.

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 how she uses the script to determine her client’s legal needs, financial budget, and how to formulate a “plan” to help them accomplish their goals. She also shares a unique “risk-free” offer for her clients to meet with her for the initial consultation that allows them to feel comfortable taking the next step; while at the same time she screens out clients that don’t value her time.

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, and how to develop systems to consistently improve your sales process over time. He also shares many of the effective sales tactics he has developed, including how to completely eliminate “no-shows” from your practice without having to charge a fee to secure an appointment.

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 phone, without ever meeting her in person. Today, she shares how she has used technology to develop a streamlined electronic enrollment process, and walks us through some very unique and creative unbundled options that have never been divulged on the show before.

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 even more remarkable because one-third of her Unbundled clients enrolled over the phone, without ever meeting her in person, and she shares the exact process she follows to accomplish this.

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 University School of Law. After graduating law school, Austin served as a public defender prior to expanding his practice area and today he serves clients throughout the commonwealth of Massachusetts. He has achieved significant success and impressive conversion rates since he began using Unbundled leads to grow his practice. Today, Austin shares the methods he uses for converting those leads into paying clients and the marketing strategy he employs to great effect by using Unbundled Attorney leads.

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 shares valuable insights on why it is critically important for firms to leverage legal technology in order to stay competitive.

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. Matt has an impressive strategy that completely eliminates no show appointments, and he explains how to leverage valuable time through the use of contracted attorneys.

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 through the use of internet leads, and explains the core strategies that have laid the foundation for the extraordinarily rapid growth of his firm.

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 and strategies for when and how to offer flat rates.

In this episode we interview provider attorney, Michele Bernard, who 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 alternative resolution strategies and unbundled legal services can have on our communities and children.

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 hours or further from his office.

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 more clients, including offering unbundled legal services, in-home appointments, and other “outside the box” strategies.

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 deliver these options to clients.

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.

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.

In this episode Albuquerque, MN attorney Les Sandoval explains how he consistently converts 50% of his leads by offering service options that are tailored to the needs of his clients.

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 the types of flexible payment options you can offer to make it easier for clients to purchase your services.