Gideon Legal

Automated Intake for Law Firms

intake workflow

Marketing

New Year’s Resolution Suggestion Box: Build a Seamless, Virtual Experience for Legal Consumers in 2022

If you don’t want to spend another New Year’s resolution on a personal goal that you may be one box of donuts away from breaking at any time, why not instead spend some of that capital on your business goals.

So, if you’re taking suggestions for a New Year’s resolution that will have a positive impact on your business, I’ve got one: Build out a completely virtual intake experience for your potential clients in 2022.

The coronavirus pandemic wrecked the traditional law firm intake model, which largely relied on in-person strategies – like meetings, with pens and actual paper.  That became an impossibility for a time, and now it’s just a major inconvenience.  Leads don’t want the hassle; and, if you can’t accommodate a virtual intake program, you better watch out for that asteroid striking the Yucatan Peninsula, because you’re a dinosaur.

The great thing about practicing law in 2021-going-on-2022, is that there is more (and more effective) front office law firm technology being built and released, almost on a daily basis.  So, as a modern law firm, you’re in a great position to develop a viable client journey, for even the most tech-savvy legal consumers.

And, this is one of those situations where you don’t want to bide your time.  Time is not on your side.  If you wait until 2023 to virtualize your intake practices, it may be too late.

Marketing, Analytics, Technology

Second Chance: Remarketing to Lost Leads Generates Revenue

What happens to the leads you don’t convert?

Right, nothing.

But, lost leads may not be lost forever.  Even so, most law firms drop those leads that don’t convert like a hot potato, rather than taking a more measured approach, and acting like the shepherd looking for his lost sheep.

Of course, it’s easier to do that now, than it was back in the day, when you had to grab your crozier, gear up and go walkabout.  Nowadays, it’s as simple as getting a good remarketing system in place, because sometime those leads you lost, only need a little push, to become the clients you gain.

The concept of remarketing, in this construct, is pretty simple: Someone who reached out to your law firm about utilizing your legal services did not convert, for whatever reasons (sometimes you know why, and sometimes you don’t); but, if those leads never hear from you again, they’re never reminded of an opportunity to engage you, at a time when they might actually be ready to do so.  Imagine the estate planning client who is going on an overseas trip, and is keyed up to get an estate plan done; they didn’t convert before this trip, come back, and then forget about it.  Where will you be before the next trip?  Invisible, if you don’t continue to reach out.

It’s a big deal for any lead to offer up contact information.  And, that’s your cue to start utilizing it.

Sp, drop those lost leads into a remarketing program: Send emails every now and then.  Followup via text.  Push out a calendaring link.  It’s never too late to reengage a lost lead.  Most lawyers just never do.

Keep those lost leads engaged, and add another layer to your revenue.