Unbundled Attorney Mastermind

Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling

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Sinopsis

Episode 15: Streamlining Your Enrollment Process: Electronic Payments, Online Client Intake, and Creative Unbundling Obreziah Bullard is an unbundled provider attorney out of Atlanta, GA that converts about 75% of the leads she receives into paying clients. That’s an impressive conversion rate, but even more impressive is the fact that 98% of these converted leads retained her services over the phone, without ever meeting her in person. Today, she shares how she has used technology to develop a streamlined electronic enrollment process, and walks us through some very unique and creative unbundled options that have never been divulged on the show before. In this episode, you’ll learn: The step-by-step process Obreziah uses to enroll leads over the phone, without ever meeting her in person The importance of taking time to build rapport with your leads on their initial call Why the majority of her clients elect to retain her for unbundled legal services instead of full representation The ROI from following up w