Seamless Integration with MyCase: Enhancing Efficiency for Unbundled Attorneys

Unbundled Attorney Mastermind

Innhold levert av Unbundled Attorney and The Unbundled Attorney Team. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Unbundled Attorney and The Unbundled Attorney Team eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

20d ago 59:40

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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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71 episoder

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