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Growing Your LDA and UDA Businesses with LegalShield: Empowering Success through Legal Protection

Friday, June 23, 2023 7:09 PM | Anonymous

As a Legal Document Assistant (LDA) or Unlawful Detainer Assistant (UDA), your expertise lies in providing invaluable self-help services to clients navigating legal processes. However, to truly thrive in your business, it is essential to diversify your business, have access to legal support and resources that not only safeguard your operations but also help you grow. That's where LegalShield comes in.

In this blog, we will explore how LDAs and UDAs can leverage LegalShield to expand their businesses, enhance their services, creating a passive income stream and secure their success using LegalShield while also help bridge the access to justice gap.

For those who don't know what LegalShield is, it's a monthly legal subscription where members can receive legal advice on an unlimited number of personal legal issues for a flat fee promising, "[n]o retainers or hourly charges, save $1,000s, and access your legal service 24/7."

Expanding Client Base and Building Trust

As LDAs and UDAs, you are already providing a crucial service by assisting individuals with their legal document preparation and unlawful detainer processes. However, you may encounter clients who need legal advice beyond the scope of your services. How many times do prospective clients call seeking legal advice? With LegalShield, you can now offer them a solution without turning them away. Your clients will have the opportunity to consult with experienced attorneys on an unlimited number of personal legal issues for a flat monthly fee. This means they can seek legal advice without worrying about the high costs typically associated with attorney consultations.

Expanding Revenue Opportunities: By becoming a LegalShield Associate, LDAs and UDAs can generate additional income streams. Every prospective client who seeks legal advice becomes an opportunity to sell them a LegalShield plan instead of turning them away. By doing so, you not only earn commissions but also save your clients thousands of dollars in attorney fees. You'll be helping them access the legal protection they deserve at an affordable monthly cost. It's a win-win situation that allows you to enhance your services while closing the access-to-justice gap.

Maximizing Client Value and Revenue: By leveraging LegalShield's services, you can double-end the deal and create a seamless experience for your clients. After obtaining legal advice from the attorney, clients can return to you with a clear understanding of their situation and the necessary steps to take. Armed with this information, you can now execute the preparation of their documents "at the client's specific direction." California Business Professions Code 6400 (d)(1). This streamlined process not only saves time and effort for both you and your clients but also strengthens the overall quality of your services while avoiding unauthorized practice of law (UPL).

Business Support

LegalShield offers different business plans that fight for your business so you can focus on working your business.  As entrepreneurs, you understand the importance of compliance and the need to protect your business. With their specialized business plans, LegalShield fights for your business, allowing you to focus on what you do best. Their knowledgeable team of legal experts is available for consultative calls, providing guidance on various laws such as tax, patent, securities, copyright, and intellectual property. This invaluable support ensures you remain compliant with the law and empowers you to tackle any business-related issues that may arise.

Effortless Communication and Collections: Managing client relationships can be complex, especially when it comes to financial matters. LegalShield simplifies the process by offering the services of their attorneys to communicate on your behalf. Do you have clients who haven't paid? Your LegalShield attorney can send collection letters, carrying the weight of a law firm's authority. This professional communication often yields positive results and ensures that you receive the compensation you deserve. With LegalShield in your corner, you can maintain professionalism and streamline your business operations.

Supplemental Policies for Side Hustlers: LegalShield recognizes that many LDAs and UDAs have side businesses or work part-time. To cater to these individuals, LegalShield provides supplemental policies such as the "Home Business Supplement" for an additional $14.95/month to you Persona Plan. It's like getting two policies for the price of one. This additional coverage ensures that even if you have a full-time job or run other businesses, you can access the legal protection and guidance you need to successfully manage your LDA or UDA business. LegalShield's flexibility makes it an ideal partner for individuals with multiple professional pursuits.

Staying Compliant and Avoiding Legal Pitfalls

Customizing the Statutory Contract: Every LDA and UDA who enters into a contract with a client to provide services "shall, prior to providing any services, provide the client with a written contract, the contents of which shall be prescribed by regulations adopted by the Department of Consumer Affairs." California Business Professions Code 6410. The statutory contract serves as the foundation for your engagement with clients. It outlines the scope of services, fees, responsibilities, and other critical terms. While this statutory contract was written by attorney it is designed to protect the consumer, customizing it can provide your business with additional layers of protection.

Consider your unique requirements and concerns before making any modifications to the statutory contract. This evaluation will help you identify areas where LegalShield's expertise can provide added value. For example, if you anticipate potential disputes, you might focus on incorporating clauses related to dispute resolution and mediation.

Document Review and Compliance: One of the key benefits of LegalShield for LDAs and UDAs is the ability to avoid the unauthorized practice of law (UPL) by utilizing attorney-reviewed and approved materials. As you know LDAs and UDAs provide "Self-help services" which include "providing general published factual information that has been written or approved by an attorney... to assist the person in representing themselves." California Business Professions Code 6400 (d)(2).

With LegalShield, you can have your documents and business materials reviewed by qualified attorneys to ensure they comply with the law and provide accurate information. This not only gives you peace of mind but also helps you deliver high-quality services to your clients while staying within the boundaries of the law. This level of assurance differentiates you from competitors and solidifies your reputation as a trusted and reliable legal service provider.

LegalShield is more than just a legal subscription service; it is a catalyst for growth and success in the LDA and UDA business landscape, enhance service offerings, and protect against UPL. Don't miss out on the opportunity to leverage LegalShield's extensive legal expertise, which empowers you to take your business to new heights.

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