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

11/10/20 • 61 min

Episode 60: How to Automate Client Intake and Legal Document Preparation with Tucker Cottingham, CEO of Lawyaw

Modern legal technology is rapidly changing the way legal services are delivered, enabling lawyers to deliver services faster and more efficiently than ever before. One of the most valuable areas to leverage technology is for client intake and document preparation, especially for lawyers that provide unbundled services. Lawyaw’s document automation platform combines the latest client intake and document preparation technology in one powerful application. Tucker Cottingham, CEO of Lawyaw joins our show and shares the Lawyaw founding story, and discusses how Lawyaw substantially reduces the amount of time it takes to complete clients’ intake and draft legal documents, which significantly improves the profitability of your law practice. He also provides a live demo of Lawyaw so you can learn about the key features of the platform.

To take advantage of the special offer that Tucker and his team put together for listeners of this show, visit https://www.unbundledlawyer.com/lawyaw.

Click here watch the video version of this podcast interview

In this episode, you’ll learn:

Tucker’s background as a lawyer, the challenges his firm had preparing documents, and what made him decide to launch the Lawyaw platform
How eliminating repetitive tasks enables lawyers to focus more time on strengthening client relationships and the high value aspects of building their firm
How Lawyaw automates your document preparation without requiring the use of generic forms and templates
How improving the efficiency of document preparation can substantially increase the profitability of unbundled and flat-rate services
The value of Lawyaw’s integration with Clio, and how their platform differs from the document automation that Clio offers
The practice areas that benefit most from using Lawyaw
Examples of how automating document preparation can double the effective hourly rate of unbundled services
The importance of making it as simple as possible for your clients to complete intake forms online using their smartphones
A live demo of Lawyaw’s core features and how the platform works
How to use Lawyaw to create custom intake forms for clients to complete online that auto-populate their data directly into your legal forms and documents
How to request a customized demo with Lawyaw’s team, and take advantage of the special offer for listeners of this podcast
And much more ...

Resources Mentioned in This Episode

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

To take advantage of the special offer that Tucker and his team put together for listeners of this show, visit https://www.unbundledlawyer.com/lawyaw.

Click here watch the video version of this podcast interview

In this episode, you’ll learn:

Tucker’s background as a lawyer, the challenges his firm had preparing documents, and what made him decide to launch the Lawyaw platform
How eliminating repetitive tasks enables lawyers to focus more time on strengthening client relationships and the high value aspects of building their firm
How Lawyaw automates your document preparation without requiring the use of generic forms and templates
How improving the efficiency of document preparation can substantially increase the profitability of unbundled and flat-rate services
The value of Lawyaw’s integration with Clio, and how their platform differs from the document automation that Clio offers
The practice areas that benefit most from using Lawyaw
Examples of how automating document preparation can double the effective hourly rate of unbundled services
The importance of making it as simple as possible for your clients to complete intake forms online using their smartphones
A live demo of Lawyaw’s core features and how the platform works
How to use Lawyaw to create custom intake forms for clients to complete online that auto-populate their data directly into your legal forms and documents
How to request a customized demo with Lawyaw’s team, and take advantage of the special offer for listeners of this podcast
And much more ...

Resources Mentioned in This Episode

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

Previous Episode

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

Episode 59: How Lawyers Can Retain a High Number of New Paying Clients During Any Economic Environment

We are excited to welcome back Anthony Saunders who is an Unbundled family law attorney from Salt Lake City. Anthony has worked with us for over 7 years and has consistently been the highest converting lawyer in our network. His previous podcast interview (Episode 40) is the most often shared and 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.

Click here watch the video version of this podcast interview on our YouTube Channel

To read a complete transcript of this interview, click here

In this episode, you’ll learn:

How tracking your lead conversion numbers and case volume throughout the year will help project what your staffing and attorney support needs will be in the future
The numbers and metrics Anthony’s firm tracks, and the method he employs to track them
Anthony’s exact process for contacting and consulting Unbundled leads that enables him to convert 50-80% into paying clients
Why Anthony reviews each lead’s case file prior to calling them
The value of evaluating specific elements of a case that the client needs help with first, and providing services that are initially limited to those elements only
How Anthony limits phone consultations to 5 minutes, and why this has positively impacted his in-office and virtual-consulting attendance
Examples that show how Anthony breaks his cases into specific billable segments and how he determines the flat rate to charge for each segment
How Anthony reduced the number of no-shows for his in-office and virtual-consults by 50%
The benefits of booking new leads for your office and virtual-consults within 48 hours or ideally the same day
Why it is better to use the active voice instead of the passive voice during your initial consultations, plus examples that illustrate why
Why Anthony does not ever give leads a price quote over the phone during the initial 5-10 minute phone consultation
A live role-play between Dave and Anthony showing how Anthony responds to clients who insist on knowing the cost of services during the initial phone consultation
The importance of having clients complete intake questionnaires, and why questionnaires should be customized to each client’s case
Why Anthony provide every new client limited scope services first, instead of full representation
What Anthony’s “reserve” unbundled service is, and when he offers it to clients
Why your unbundled services clients become zealous referral ambassadors for your firm
A detailed explanation of how Anthony breaks down divorce cases, and a review of the specific unbundled services he offers at each phase in a divorce case
How providing unbundled services impacts your longevity and success as a practitioner
And 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

Next Episode

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

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 Channel
In 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 firm
How Robert has been able to attract and retain exceptional contract lawyers and associates
Tips for attracting new team members, both through your network and in the marketplace
The specific processes Robert has put into place to automate and streamline his workflows
The legal technology tools Robert uses that enable a tremendous amount of automation in his firm
How implementing limited scope services has dramatically improved his client conversion rate
A detailed breakdown of the limited scope services he offers and how he offers them during his initial consultations
And 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