Free “on site” Marketing Evaluation

Focused on Small Law Firms & Solo Practices

Legal Marketing & Intake Process

Having an effective legal marketing strategy and intake process can be challenging to stand out against your peers in a highly competitive industry, to attract and retain clients while ensuring efficient case management. These can be especially a major challenge for solo practices and small firms.

As a former Law Firm Administrator of a mid size Criminal Defense Firm with 5 satellite locations, I dealt with numerous marketing companies that didn’t understand the legal industry but more importantly, who our potential clients were. Most standard marketing companies don’t realize that marketing legal services is a lot different than marketing other service industries. Attorneys often deal with clients with life changing events and it’s vital that your potential clients hire the “right” attorney or law firm to represent them.

I spent years going to marketing conferences like Lawyernomics, Richard James, Rainmaker Institute to name a few, to make sure our marketing companies were doing what we paid them for. Soon, I saw that our firm was spending way too much for the results we were getting. So I developed a “3 point” marketing, intake and case management plan that saw our law firm’s revenue triple in 4 years. It all started with one question: How much do we spend per lead?

There are many areas that need to be looked at in your law practice operation when it comes to marketing and your intake process such as:

Legal Marketing

  1. Targeted Outreach
    Focus marketing efforts on specific practice areas and client demographics. Examples include personal injury, family law, corporate law, or criminal defense, tailored to regional needs and potential clients’ characteristics.

  2. Digital Presence
    Maintain a professional website optimized for search engines (SEO) with clear descriptions of services, attorney profiles, and client testimonials. Utilize online advertising platforms and social media to build visibility and engagement. Do you know your digital analytics and how you are ranking against your competition?

  3. Referral Networks
    Are you cultivating relationships with other professionals, including attorneys in complementary fields, financial advisors, and community organizations, enhancing client referral opportunities?

  4. Online Reviews
    These are essential to drive your internet marketing. One of the biggest indicators how your website is ranked on Google and other search engines.

Intake Process

  1. Intake Specialist
    Who is conducing your intakes? Are they costing you clients or are they closing potential clients?

  2. Client Screening
    Evaluate whether the firm’s expertise aligns with the client’s needs and if the case meets firm criteria for acceptance.

  3. Case Management
    Once your client has retained, are you managing the case or just working the case? Are you communicating with your client? In many cases, even if your client does not get the result they want, how you manage their case can make a difference between a five star review and a one star review.

  5. These are just a few of the areas we focus on when we conduct our “free” marketing evaluation. We will come to YOUR office for up to 2 hours and give you an honest evaluation of your marketing and intake process with no obligation or sales pitch. Weekend and evening appointments available. Contact us today!