Client Clerk

Chatbots. Contact forms. Facebook Ads. Google Ads. Phone calls. Emails. 

 

So many potential sources of clients (henceforth, “leads”), and so little time to organize where they’re coming from, much less follow up with them.

 

Imagine several holes in a dam. Each hole is like a lead-generation source. If your firm has a high volume of leads but is having trouble converting them into clients because of a lack of human resources, should you stick your fingers in the dike to stem the flow of leads? Or is there a better way? One that welcomes a heavy flow because you have a “reservoir” at your disposal to store leads seamlessly. 

 

(Spoiler alert: Client Clerk is the better way. Schedule a demo.)

 

Let’s first examine the pain points many law firms face when containing a heavy volume of leads.

 

Tracking Lead Sources

 

One of the primary pain points law firms face is the difficulty in accurately tracking the sources of their leads. With leads pouring in from different platforms, it becomes challenging to attribute each lead to its respective source. Why is this a problem? After all, if a lead books a consultation and eventually becomes a client, what does it matter how they were referred to your firm?

 

The answer is that without proper tracking mechanisms, firms risk allocating their marketing budgets inefficiently, leading to suboptimal returns on investment.

 

To address this challenge, law firms can implement advanced analytics tools that provide insights into the performance of each lead source. By leveraging analytics, firms can identify which channels generate the most qualified leads and adjust their marketing strategies accordingly.

 

—-> Within Client Clerk, analytics are easy to track and under the same dashboard as your leads and communication inbox.

 

Organizing Leads Efficiently

 

Once leads are identified, the next hurdle is organizing them effectively. Managing leads across multiple platforms, from chatbots to social media to phone calls, can result in a disjointed and inefficient process. Even if a firm has a dedicated employee to organize leads (most firms do not), the employee will not be able to track leads in real-time. Many leads come in after quitting hours. And if a lead is not replied to within minutes, they may seek another firm’s services. 

 

Thus, leads need to be automatically organized into a centralized database, streamlining the admin staff’s workflow.

 

Most firms rely on customer relationship management (CRM) software to organize/centralize leads. A CRM allows law firms to categorize leads based on their source, status, and other important metrics. However, CRMs don’t generate leads for law firms, they only organize them.

 

—-> Client Clerk automatically organizes leads in real-time and functions like a CRM. In addition, Client Clerk’s legal marketing experts generate leads for law firms by executing and managing digital marketing campaigns. 

 

Timely Communication

 

As mentioned, if you don’t reply to leads within minutes, your firm will likely lose some leads to the competition. However, just as it’s impractical for your staff to manually enter a lead who used your firm’s chat widget at 10 p.m., it’s also unrealistic for your staff to reply to an off-hours inquiry in a timely manner.  

 

If your firm receives inquiries from various sources, responding promptly to leads will be challenging. To solve this problem, automation tools integrated with the CRM system can help address this issue. The problem with even the best CRMs is that they only send automated responses to initial inquiries. However, it may take several rounds of back-and-forth communication for a lead to earn your trust and book a consultation. 

 

—-> Client Clerk sends pre-scripted automated email and SMS (text) messages that gently nudge leads to book a consultation. For example, leads will receive a text, “What questions do you have about your child custody case? We’re here to help.”

 

Personalized Follow-ups

 

Continuing the pain point above, beyond the initial contact, law firms often struggle to maintain consistent and personalized follow-ups with leads. Sending generic messages or neglecting follow-up communication can result in losing potential clients.

 

When potential clients feel like they are being responded to by an actual human being and are not being marketed to as if they are merely a number, they are more likely to convert. 

 

—-> Our team of human beings, with 25 collective years of experience in the legal lead generation field, scripts the automated email and SMS messages available through Client Clerk. 

 

Ultimately, the goal is to convert leads into consultations and, eventually, clients. You need a steady supply of fresh leads to boost your firm’s revenue. Your firm needs to have those leads centrally organized and know which lead sources are your best return on investment. Steady growth also requires replying to leads intelligently and immediately. A reply message, “We received your inquiry — someone from our team will get back to you,” won’t cut it! Your leads need to be effectively communicated every step of the way until they book a consultation. 

 

Client Clerk and its team of marketing experts offer everything law firms need to grow their business in one platform. From lead generation to automated lead communication and organization and consultation booking, Client Clerk does it all. No other marketing automation platform for law firms exists like this.

 

Schedule a demo.

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