Building a Virtual Practice That Serves Multiple States | Episode 71 | Unbundled Attorney
A Fireside Chat is a interview and Q and A session that is hosted live as a community event for our Unbundled Attorney network.
In this episode of the Unbundled Attorney Mastermind podcast, host Dave Aarons interviews Wade Goertz, an estate planning attorney from Texas. Wade shares his journey with Unbundled Attorney, discussing how he efficiently converts leads into paying clients and ethically delivers unbundled legal services.
He delves into his experience of running a virtual practice, using technology tools like Blue Notary and Clio Grow, and handling the intake process. Wade also talks about expanding to other states through 'of counsel' relationships and the importance of envisioning a lifestyle that balances work with family time.
The episode provides valuable insights into developing streamlined processes and scaling a legal practice while maintaining a flexible lifestyle.
Full Description:
**Episode 70: Building a Virtual Practice That Serves Multiple States**
00:00 Introduction to Unbundled Attorney Mastermind Podcast
01:07 Guest Introduction: Wade Gertz of Gertz Law
03:58 Scaling Legal Services Across Texas
06:15 Virtual Legal Services: Benefits and Challenges
09:49 Effective Client Engagement and Lead Management
18:15 Tools and Techniques for Virtual Practice
27:39 Pricing Strategies and Client Onboarding
40:01 Expanding Practice to Other States
42:16 Challenges of In-Person Meetings in New York
43:21 Structuring Attorney Relationships
44:27 Cost Differences Between Texas and New York
44:49 Open Q&A Session Begins
45:59 Scaling and Expanding Practices
48:10 Hiring and Managing Attorneys
50:18 Client Consultations and Payment Plans
54:33 Building a Multi-Jurisdictional Practice
01:05:44 Final Thoughts and Encouragement
01:16:45 Upcoming Events and Closing Remarks
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For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com
