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

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

04/17/21 • 70 min

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

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

Previous Episode

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

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

Next Episode

Family and Criminal Lawyers: How to Triple New Client Retention and Boost Your Profits Overnight

**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 Channel

In 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 area
Phone vs. Zoom vs. In-Person meetings, and which approach works best for each practice area
Examples of limited scope services you can provide for family law clients
A step-by-step walkthrough of the best practices for enrolling family law clients on the phone and in-person consultation
The advantages of enrolling family law clients initially for a limited scope service only, and then allowing those relationships to evolve over time
The value of implementing document automation software to increase your efficiency and profitability, especially for flat-rate services
How 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 rates
Best 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 consultations
How to determine how much to charge as an initial deposit, and how to structure payment plans
The financial benefits of how creative payment options improve client conversion and increase revenues and profitability for the firm
The 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 marketplace

Resources Mentioned:

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