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

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 with your clients once you have delivered them your unbundled services
• The suite of unbundled service options she offers, including a couple new options you may not have considered before, with price points for each
• How to increase your “effective hourly rate” to as high as $500 per hour by streamlining your unbundled services and charging a flat rate
• How being a “mobile attorney” has impacted her firm’s success and benefited her clients
• And much more...

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