How to Achieve a 50%+ Bankruptcy Client Conversion Rate Across an Entire State | Episode 69 | Unbundled Attorney Mastermind This is a live Fireside Chat interview with bankruptcy attorney Max Rosenberg and his wife Osi. A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network. Du…

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 ada…

The Lifestyle Lawyer: Running a $50k Per Month Solo Practice in 30 Hours a Week | Episode 67 | Unbundled Attorney In this episode, we interview Clay Wilkinson, a long-time Unbundled Attorney from Dallas, TX. Clay reveals how he has been able to build a lifestyle-driven practice that consistently generates $50k a month in revenue, while working abou…

Episode 66: The Trifecta of Modern Criminal Law: Three Keys for Building a Highly Profitable Criminal Practice Providing Affordable Representation In this episode, we interview Robert Wegman, a criminal law Unbundled Attorney from Richmond, VA. Robert explains how he uses three new components, two of which are legal technologies (the trifecta) that…

Episode 65: Criminal Representation on a Payment Plan: How Automated Recurring Payments Are Transforming the Way Criminal Lawyers Get Paid and Practice Law In this episode, we interview Joshua London, a criminal law Unbundled Attorney from Minneapolis, MN who shares how offering automated recurring payment plans have impacted the way he practices c…

**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 r…

**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 inter…

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 h…

Episode 60: How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw Modern legal technology is rapidly changing the way legal services are delivered, enabling lawyers to deliver services faster and more efficiently than ever before. One of the most valuable areas to leverage technology is for client intake…

Episode 59: How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment We are excited to welcome back Anthony Saunders who is an Unbundled family law attorney from Salt Lake City. Anthony has worked with us for over 7 years and has consistently been the highest converting lawyer in our network. His previous podcast i…

Episode 58: Designing the Law Firm of Your Dreams: How to “Lead" with Unbundled Services, Run a Virtual Practice from Anywhere, and Provide Affordable Access to Justice The San Diego, CA Unbundled Attorney we interview today thought she had found her dream job working for a corporate law firm, but soon discovered it was nothing close to what she ha…

Episode 57: Streamlining Your Family Law Practice: How to Leverage Legal Technology to Serve Your Clients More Efficiently and Profitably In the two years since launching his practice in 2016 Bryan Crone has dedicated himself to building a highly efficient and optimized practice. He’s an ambitious guy who is driven to have a significant impact on m…

Episode 56: The Pioneer of Credit Card Payment Processing for the Legal Industry: How LawPay is Transforming the Way Lawyers Get Paid and Practice Law, with Founder and CEO Amy Porter It’s easy to forget that when LawPay started in the mid-2000s, few lawyers were accepting credit cards, and for good reason. At that time there wasn’t any way to rout…

Episode 55: How to Make $500-$750 Per Hour Providing Unbundled Legal Services Dallas, TX attorney Clay Wilkinson’s journey in the practice of law started with a partnership in a law firm, then he became an associate with a large firm, and now he has a new role running his own solo practice. Along the way he has experienced what life is like as a la…

Episode 54: Educating a New Generation of Solo Attorneys: The Exciting Future of Legal Incubators and a Practical Overview of the Business Model of Unbundling Legal Services San Diego, CA attorney, Lee Vernon, is a product of a legal incubator provided by the Thomas Jefferson School of Law. The incubator provided mentoring from attorneys experience…

Episode 53: How to Instill Confidence, Trust and Loyalty With Your Immigration Clients in a Political Climate Characterized by Fear and Uncertainty When you hear Charles Lee discuss his immigration practice, it becomes abundantly clear that he takes his role as an attorney and advocate for his immigration clients very seriously. Recent changes in o…

Episode 52: Earning 7 Figures a Year Serving Lower Income Families by Delivering Unbundled Legal Services Ardy Pirnia and John Ibrahim are Beverly Hills and Orange County, California family law and personal injury lawyers. You’d expect firms from their regions to be charging high end retainer fees of between $5000 - $10,000+ and hourly rates of $35…

Episode 51: How to Effectively Promote Your Legal Brand Online and Systematically Scale Your Practice Jacob Sapochnick is a San Diego immigration attorney who has created a highly successful online legal brand. He has over 140,000 followers on Facebook, thousands of subscribers on YouTube, and receives invitations regularly to appear on national me…

Episode 50: A Comprehensive Breakdown of the Benefits and Ethical Considerations for Providing Unbundled Legal Services in Immigration and Family Law We are excited to announce the release of our first video podcast episode! We traveled to Seattle, WA recently to film this interview with Sou Bounlutay and Sunny Awla. Both Sou and Sunny are successf…

Celebrating Our 50th Podcast Episode: A Review of the First 49 Episodes, Announcing Exciting Changes to Come, and Our Vision for the Long-Term Impact of Unbundled Services As we prepare to launch our 50th podcast episode, Unbundled Attorney's CEO, Dave Aarons, takes a moment to review our show’s accomplishments during the past two years. He overvie…

Episode 49: Becoming an Effective Legal Coach: Understanding Your Client’s Decision-Making Process, Guidelines for Structuring Coaching Sessions, and Compassionate Communication with People of Faith Jamie Manning is an Unbundled Attorney out of Columbus, OH who has a background working with the Legal Aid Society. When working with her legal aid cli…

Episode 48: Modernizing Your Law Practice: Stepping Up to the Challenge of Adapting to the Complex World of Legal Technology Mark Brinkworth explored a number of other professions before becoming an attorney. By the time he started his own practice in 2015, the internet, smartphones and legal technology were already making a substantial impact on t…

Episode 47: A New Era of Immigration Lawyering: How Embracing Technology and Affordable Pay-As-You-Go Pricing Can Significantly Increase Profits and Accessibility to Legal Services Originally from Trinidad, Jamila Little has always been passionate about immigration law. However, it took some time to take the plunge from the corporate world and star…

Episode 46: Launching a New Practice Straight Out of Law School: Overcoming Fear, Streamlining Intake, and Improving Access to Justice by Eliminating the Upfront Retainer Lauren Kelley started her own practice two days after graduating law school. Fueled by Unbundled Attorney leads, Lauren acquired over 20 new paying clients in her first two months…

Episode 45: 21st Century Mobile Lawyering: How to Utilize Legal Technology to Build a High Volume, Streamlined, and Location Independent Practice Rebecca Fuller is part of a new era of lawyers who embrace legal technology to build a highly efficient and streamlined practice. The cloud-based tools she uses enable her to operate her practice from any…

Episode 44: The Economics of Unbundling Your Estate Practice: Taking a Close Look at the Profitability of Flexible “Pay-As-You-Go” Fee Structures Ross Tew is an estate attorney out of Dallas/Ft Worth, TX who believes in being flexible and taking a problem solving approach to the way he works for his clients. Today, Ross joins us to share the creati…

Episode 43: A Discussion with the Founder of Unbundled Legal Services, Forrest “Woody” Mosten: Exploring the History and Exciting Future of Unbundling Considered to be the founder of the “Unbundled” concept, Forrest “Woody” Mosten has spent the last 20+ years advocating for the awareness and ethical acceptance of unbundled legal services. Today Woo…

Episode 42: Automating Client Follow Up: How You Can Leverage Email Management Systems to Easily Stay in Touch with New Prospects and Clients Every day clients are contacting your office to meet with you for consultations. Some of these clients retain your services right away, but what about the rest? Most law firms fail to follow up with prospects…

Episode 41: Delivering Unbundled Services Safely and Ethically: Guidelines for Retainer Agreements, Limited Appearances, and Being Proactive with Traditional Courts When Thomas King started his own practice, he saw an opportunity in the market to provide assistance for clients trying to handle cases by themselves using the internet. Now with the he…

Episode 40: The “Try It Before You Buy It” Enrollment Strategy: A Unique Sales Approach That Could Skyrocket Your Lead Conversion Rate After working with Unbundled Attorney as a solo practitioner for over a year, Anthony Saunders decided to take a break to close up his practice and start working with a local Salt Lake City, UT law firm as an associ…

Episode 39: Expand Your Practice into New Regions Using Contract Lawyers and a Virtual Client Enrollment, Intake, and Management System After launching his practice early in 2017 in the Hudson Valley, NY, Alexander Keenan quickly expanded to serve the nearby metropolitan Albany, NY community despite the fact that he lives 2-3 hours away. After tryi…

Episode 38: Fundamentals of Closing the Deal: Sales Strategies That Help Solidify Relationships and Retain More Clients New Jersey attorney Matt Rosen has the “sales gene.” Not just because his father was a successful corporate salesman, but because of his extensive background in sales and many years studying the art of building rapport with client…

Episode 37: Running a Leveraged Solo Practice from Home: Hiring Staff and Delegating Tasks, Adaptive Payment Options, and Enrolling Clients Over the Phone Lisa Brown began working with Unbundled Attorney less than two years ago. During this time, she transitioned from handling 100% of her practice alone to hiring a team of trained and competent sta…

Episode 36: Experienced Social Worker Turned Practicing Attorney: Active Listening, Cultivating and Communicating Empathy, and Understanding the Lifetime Value of Each Client Brian Picarello spent the first years of his professional life working as a social worker. After graduating law school in 2010 at the age of 38, Brian brings the years of expe…

Episode 35: How to Compete in the DIY Internet Age: A Practical, Step-by-Step Guide to Delivering Unbundled Legal Services Efficiently and Profitably in Your Practice There is no question that YouTube and the availability of “Do It Yourself” information online continues to have a significant impact on the legal profession. There are a lot more peop…

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

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

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

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

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

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

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

Episode 27: How Shifting Away from a “Big Retainer Mentality” Can Transform Your Firm Brian Winters’ experience while working for a big law firm included what he calls a “big retainer mentality.” Success there was measured by how large the initial retainer would be. After some convincing, Brian started offering more affordable services including un…

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

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

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

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

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

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

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