Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys | Episode 70 | Unbundled Attorney
In this episode of the Unbundled Attorney Mastermind podcast, host Dave Aarons introduces the integration of Unbundled Attorney with the MyCase platform. Dave is joined by Ms. Lindsay Bushong, Sales Engineering Manager at MyCase, to provide an in-depth demonstration of how this new integration streamlines lead management, automates document creation, and enhances client billing processes.
The session highlights the powerful features of MyCase, including text message integration, customizable pipelines, automated billing plans, and an intuitive document automation system. This episode is invaluable for attorneys seeking to optimize their practice management, reduce manual tasks, and improve their client service efficiency.
Episode Breakdown
- 00:00 Introduction to Unbundled Attorney Mastermind Podcast
- 00:32 Fireside Chat: Integrating MyCase with Unbundled Attorney
- 01:44 Exploring MyCase Features with Lindsay Bushong
- 04:57 Showcasing the Integration: Real-Time Lead Management
- 05:26 Demonstration: Setting Up MyCase Integration
- 08:30 Managing Leads and Automations in MyCase
- 15:01 Utilizing MyCase for Client Communication
- 20:13 Transitioning Leads to Cases in MyCase
- 32:38 Handling Credit Card Fees
- 34:43 Setting Up Payment Plans
- 36:59 Subscription Billing Explained
- 39:36 Syncing with LawPay
- 42:05 Document Automation Features
- 46:21 Using Intake Forms
- 52:46 Workflow Automation
- 57:25 Q&A and Final Thoughts
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