Over the past 18 months, Brandon has scaled his Knoxville, TN practice from a solo firm doing about $20k a month in revenue, to a multi-location full size law firm with a team of lawyers and paralegals. They're consistently generating over $750,000 a month in revenue, and well on their way to that coveted $1M per month mark.

This rocketship journey of incredible growth has involved navigating many challenges that had to be successfully evolved through in order to overcome. Brandon will share many of these challenges that arise when scaling up the size and scope of your law firm. We’ll discuss how to attract and keep great talent, how to implement systems and technology to support a higher volume firm, and how to obtain the necessary financing to support a more aggressive growth strategy. 

Get ready for a high level discussion on “how to effectively scale up a law practice” from a team that has successfully done this to the tune of nearly $1M per month in revenue, with an incredible team.

Karim started with Unbundled Attorney as a solo practitioner in May of 2022. In a little over a year, Karim has onboarded 6+ new attorneys, built a team of staff and paralegals, some of whom are overseas, and has scaled up his revenues from $40k a month to over $200k per month in revenue. 

His Vancouver, WA office now serves most of the west coast of Washington, with plans to expand to serving the entire state of Washington in the near future. During the Fireside Chat we will be discussing how he's been able to attract and onboard so many great lawyers and team members so quickly, some of the processes he has put in place that enable his firm to operate efficiently, and some of the lessons learned along the way.

Clay will discuss how to break cases down into billable segments and offer unbundled services on both the “horizontal” and “vertical” scale. He will share typical price points for each of his unbundled services, how he educates and enrolls each client, and how to draft the limited scope retainer agreements to fit each unique relationship. 

Clay will also provide real-life client examples and share the actual limited scope agreements he drafted for these clients. This will be an unbundling “masterclass” from one of the most experienced Unbundled Attorneys in the network. You won’t want to miss it!

Karim started with Unbundled Attorney as a solo practitioner in May of 2022. In a little over a year, he has onboarded six new attorneys, built a team of staff and paralegals, some of whom are overseas, and has scaled up his revenues from $40k a month to over $200k per month in revenue. 

His Vancouver, WA office now serves most of the west coast of Washington, with plans to expand to serving the entire state of Washington in the near future. During the Fireside Chat we will be discussing how he's been able to attract and onboard so many great lawyers and team members so quickly, some of the processes he has put in place that enable his firm to operate efficiently, and some of the lessons learned along the way.

Anthony has not only successfully built and sold two separate law firms, he is also one of the longest running and highest converting Unbundled Attorneys in the network. His lead conversion rate was 50-70% or more for the last 5+ years. 

Anthony will share the key components of a successful client conversion process. From maximizing your contact rate, to optimizing your initial consultations, to refining your service options, and developing a compelling starting offer - this will be a “soup to nuts” breakdown of how to substantially increase your lead conversion rate and profits for your firm. 

He will also outline how to break up your cases into limited scope billable “segments”, and provide sample limited scope retainer agreements and pricing details for each option from his own practice. 

Attendees will be broken up into group “roundtables” and each attendee will have at least two opportunities to be on the “hot seat”. During the hot seat, you will have the opportunity to share an opportunity or challenge you're currently facing, or that you would like some guidance on. 

The Unbundled Attorneys at your table will provide you with advice, ideas and recommendations from their own personal experience that can help you overcome that challenge and take your practice to the next level.   

Each year these Mastermind Roundtables sessions have been voted as the most beneficial part of the entire Retreat experience. This is because the Roundtables enable you to receive advice directly from other Unbundled Attorneys, each of whom receive the same types of leads, and often have successfully overcome the exact challenges you are currently facing in your practice. 

For example, we’re unveiling a groundbreaking new way to receive and connect with your Unbundled leads in real time, new training resources that will level up your lead conversion rate, and brand a new service option that will eliminate the need to respond to your leads, and follow up with unresponsive clients. 

These and other special announcements are on the agenda for the Unbundled Attorney Mastermind Retreat 2023!