Client surveys

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Lawyers ask questions to diagnose clients’ problems and prescribe effective solutions. We question witnesses and other parties to learn what they know and how they can help or hurt our case. We hire experts and ask for information and advice to help us better manage our cases. 

Questions are the cornerstone of legal work. But they can be much more. 

Asking questions—through surveys, questionnaires, interviews, and even just conversations—can dramatically improve a lawyer’s marketing and practice management.

What can you ask? Here are a few ideas:

  • Ask prospective clients how they found you and what they heard or read. Did they see an ad? Where? What caught their attention? Were they referred by another client or another professional? What were they told that inspired them to make an appointment? 
  • Ask new clients how they were treated at their first appointment. What stood out about what they saw and were told? Was everything explained to their satisfaction? Did they understand fees, costs, and other terms? What did they like best? What could you improve?
  • Ask existing clients what groups they belong to, to help you identify where you might advertise, network, write articles, or speak. 
  • Ask your subscribers (newsletter, blog, social media) which topics they’d like you to write about.
  • Ask clients if they know about your other services. “Did you know we also do X?”
  • Ask everyone if they might anyone (at work, in their neighborhood) who might like a free copy of your new report or a link to your video. 
  • Ask all clients about their industry or market, business or practice, to “get to know them better” (to create more effective marketing collateral and offers). 
  • Ask all clients if they would recommend you to others and what they would tell them. This could lead to reviews, testimonials, referrals, and ideas for improving your services or your marketing message.
  • In conversation, when you learn a client or contact knows someone you’d like to meet, ask if they would introduce you. 

You can pass out questionnaires at presentations. You can conduct “exit surveys” at the end of cases. You can add “getting to know you” questionnaires in your “new client kits”.

And you can ask clients for feedback or information about themselves or their business any time you meet. 

Questions like these can not only help you create more effective content and marketing messages, they can help you strengthen relationships with your clients and contacts because they really will help you get to know them better.

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Stop worrying about things you can’t control

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You don’t have time to worry about the cases you lost, the mistakes you made, or the people who aren’t happy about something you did or didn’t do. 

You can learn from them, and you should, but don’t dwell on them. You have other things to do. 

Someone criticized you? Didn’t keep their promise? Dented your car?

Let it go. 

Stop worrying about politics, traffic, and world events. Unless you’re getting paid to worry about something, let it go. 

Let go of bad news. If it’s news, it’s already happened. Focus on the future.

Professionally, focus on your legal work, marketing, and managing your practice or career. 

Personally, focus on what you can do and stop worrying about things you don’t control.

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How to get more (and better) testimonials and reviews

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Other than a referral, there’s nothing more persuasive to a prospective client than testimonials and positive reviews. The words of other clients speaking about the great results you got for them, how you treated them, and why they recommend you are incredibly persuasive. 

If you are allowed to use them in your marketing, you should. 

Liberally. 

Use them on your website, in emails and newsletters, in brochures and handouts, on social media, ads, presentations, and everywhere else a potential client (or referrer) might see them. 

They speak to your capabilities and trustworthiness and what it’s like to work with you. They are the quintessential “social proof” clients look for and are persuaded by and you should do whatever you can to get them and use them. 

How do you get them? You ask for them. And make it easy for clients to comply by giving them a form to fill out or a link to a page. 

The best times to ask are when a client is happy with the settlement, when you deliver the work product they need and want, or when your bill turns out to be less than they expected. 

Happy clients are more likely to give you a good review. 

You can make reviews more likely by providing clients with other reviews or testimonials you have received and mentioning how important they are to you and how you appreciate them. 

You can improve testimonials by providing clients with questions that prompt them to supply details—about the services they received, how they were treated by you and your staff, the results you got for them, and how they feel about their experience with your firm. 

You might ask them to share there their biggest concerns before hiring a lawyer, or how working with your firm compares to working with other firms. You might ask if they would recommend you to friends or business contacts and, if so, what they would say. 

Another thing you can do to get more testimonials is to talk to new clients about the subject even before you start working. Ask them, “If you’re happy with our work, will you be willing to give us a positive review?” When they say they will, you’ll be able to remind them about that later when the work is done. 

One of the easiest ways to get a testimonial is when a client praises you or thanks you in an email or phone call or in person. Thank them for their kind words and ask if you can quote them in your marketing. 

I’ve done that many times. 

Write up what they said, send it to them for their approval, and encourage them to edit or change anything. You’ll often find them adding additional details or comments, making the testimonial much more powerful. 

I encourage you to focus on getting more testimonials and using them. They’ll make your marketing more effective and your practice more profitable.  

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3 quick tips for improving (all of) your marketing

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If you want to get more clients and increase your income, no matter what kind of marketing you do (or how much), there are 3 principles that will improve your results. 

The first is to focus on outcomes. 

Lead with it. Emphasize it. Build your message around it. 

The details of what you do, and how you do it, usually get in the way of what clients want, which is to improve their business or life by getting an outcome they want you to deliver.

That means your marketing should primarily talk about the big picture. What will the reader or listener get when they hire you? How will they be better off?

Talk about “benefits,” and not so much about “features” e.g., how you make that happen. 

The second principle is curiosity. Give prospects just enough information to stimulate a question; don’t satisfy that curiosity with too much information.

If they’re curious, if they want to know about the process or procedure, if they want you to prove you can deliver the benefits, they’ll ask for more information or ask for an appointment and thus, take a step closer to hiring you.

The third principle is clarity. Your message should be simple, easy to understand, and easy to act on. That means, don’t give them too many options because, as the saying goes, “a confused mind says no”. 

The simplest way to foster clarity and make a “yes” much more likely is to tell prospective clients exactly what to do next. Spell it out. Tell them to call, for example, give them the number, and tell them “when,” i.e., “today” or “immediately”. 

It’s also a good idea to tell them (again) why they should. 

These principles are simple but powerful. Use them in all of your marketing to show clients they will get what they want. Do that and you’ll get what you want. 

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Good enough is good enough 

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To do a good job for your clients, you don’t need to get amazing verdicts, write award-winning briefs, or win accolades for your oratory skills. You don’t need to be the best lawyer in town. You need to deliver excellent results and keep your clients happy. 

And good enough is (usually) good enough. 

The same is true for your marketing. 

Let’s use “content marketing” as an example. 

As you know, content (articles, newsletters, videos, seminars, etc.) can attract prospects, build authority, and show prospects and referral sources what you’ve done for other clients. It is very effective at showing the world what you know and how you help your clients. 

You can build a thriving practice with content marketing. 

But if you’re like many attorneys, you don’t create a lot of content because it takes time to do it well and time isn’t something you have in abundance. 

The truth is, you can create good content in less time than you might imagine. 

The simplest way to do that (other than outsourcing) is to lower your standards a bit. Just like your services, good enough is good enough. 

That means you don’t need to research and write scholarly journals or publish pages and pages of information. You can make a statement or observation, ask a question, tell an interesting story, and call it a day. A few paragraphs are enough. 

It also means that you can repeat yourself.

Take something you said a few months ago and say it again. Because there are always new people joining your list or reading your article or post that weren’t around a few months ago, and because many of the people who were around before didn’t read what you wrote, or won’t remember it. 

You can also repeat your message with different stories or take-aways, because many readers and followers previously didn’t have the problem you’re writing about and didn’t pay much attention. Now they do have that problem and will hang on your every word.  

You also don’t have to be original. You can write what other lawyers write about because few people follow or subscribe to more than one or two lawyers. 

Finally, the quality and quantity of your content isn’t nearly as important as the consistency with which you deliver it. 

To successfully market your practice with content marketing, you don’t need to write brilliant prose or a lot of it. You just need to show up regularly in the mailboxes of your target market, and thus remind them that you are still available to help them.

Doing that once a week is (more than) good enough.

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How to be the top lawyer in your niche

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Most lawyers work hard to keep their clients happy. They do good work and serve their clients to the best of their ability. For the most part, they are available when a client needs them and encourage their clients to contact them whenever they have a question or concern.

Most lawyers are also transparent with their clients. If they don’t have the required skills or experience to do the work, they don’t fake it. They tell the client the truth and offer to refer them to another lawyer.

The best lawyers, the top lawyers in their niche, do all that and more. 

What do they do? More than anything, the best lawyers in their niche or market go out of their way to get to know their clients on a personal level.

They learn all about their business and industry and the people in their lives. They get to know them so well they are able to help them proactively.

The best lawyers don’t have to be asked. They know what their clients want and need and  routinely send them information and ideas and opportunities, and introduce them to other professionals, vendors, customers, and even employees.

Like a good partner (or parent), they watch out for them.

They make their clients feel cared for and safe. Their clients trust them and want to work with them and wouldn’t think about going anywhere else.

There is a powerful bond between client and lawyer. No sales pitches or fancy marketing is necessary to convince them (or their referral) to hire you.

It’s a very lucrative and enjoyable way to build a law practice.

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How to increase your fees right now and why you should

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Okay, I’m guessing. I’m guessing that you’re like many attorneys and you haven’t raised your fees for a long time, ostensibly because you’re afraid that if you do, you’ll lose clients. 

Yes, some clients might leave. But most won’t. They won’t leave because it’s a pain in the behind to find another attorney and bring them up to speed, and they’re afraid they won’t find someone as good as you. 

You do good work, and if it’s been awhile, you deserve a raise. Even just to keep up with inflation. 

Your costs have increased. Rent, payroll, copies, taxes—it never ends, and if you don’t raise your rates to at least keep up with the cost of living, you’re falling behind. 

Your clients are used to inflation right now so if you increase you fees, nobody will be surprised. 

How do you go about it?

Should you increase your rates by a standard amount across the board, a set percentage for all clients? Should you increase the rates for some clients more than others? Should you do it all at once or in stages, over time? 

I’ll bet questions like these that are part of the reason it’s been a while since your last increase. 

Start by talking to your accountant or financial advisor. They can give you guidelines about how much of an increase is warranted, based on your numbers and also based on what other professionals they represent are doing. 

 The other question is what to tell your clients. 

Yes, tell them. Don’t have the increase just show up on their bill and hope nobody notices. Be transparent. Tell them how much, when, and why. In plain language. 

Don’t rant about how much your costs have increased, but do explain which of your costs has increased. Tell them you’ve absorbed the increases for a long time, but you can’t do that anymore. 

They’ll understand. And appreciate that you’ve held the line for as long as you did.

But here’s the key. As much as possible, explain this to your clients “one on one” and not via a form letter. 

They need to hear your voice and you need to hear theirs. If there are questions or issues, you’ll be able to address them without delay and with the respect they deserve. 

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Ask

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Yesterday, I got an email from the author of a book I bought several years ago, asking me for a review. “I’m looking to attract more readers, and your star rating [and review] will help tremendously… I’m asking for your help.”

Have you ever asked your clients or business contacts for help? You should.

Whether it’s asking for a review of your services (or your book), asking for a testimonial or an endorsement (from a colleague), or asking for referrals, the people who know you can help you, and they are often willing to do that—all you have to do is ask.  

Ask website visitors to sign up for your newsletter or follow your blog. Ask people on your email list to attend your event. Ask business contacts to introduce you to a client or recommend you as a speaker at their club meeting.

You have a relationship with these people and are entitled to ask.  

But many attorneys don’t. 

Often, they don’t ask simply because they don’t think of it or don’t know what to say. Sometimes, they don’t ask because they “don’t want to bother people” or think that asking makes them appear “weak”. 

It’s not. Asking is actually a sign of strength. 

You ask because you know you provide value. You ask because it’s what people in business do with clients and contacts. 

The people you know—your list—is a valuable business asset, second only to your reputation. Why not leverage this asset to grow your practice?

If asking makes you uncomfortable, ask in a form letter or email sent to everyone, or have an assistant ask for you. 

There’s no harm in asking for help. So ask.

They got a free consultation? Ask them if they’re “ready to get started?” They read and liked your article? Ask them to share it with friends. You got an excellent result for your client? Ask them to give your card to their neighbors. 

Start small. Put a questionnaire in your new client kit or a P.S. at the end of your “Welcome to the firm” letter. Put brochures in your waiting room with a sign that says “take one”. Ask your email list to call your office if they have questions about the law or their case. 

Start small but start. Get in the habit of asking for help. You’ll be glad you did.

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Focus on the unhappy

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In marketing, there are two types of clients a lawyer can target: 

  1. Those who are satisfied with their current lawyer or firm, or don’t have a lawyer and don’t think they need one, and  
  2. Those who are unhappy with their current lawyer, or don’t have one and know they should.

The second type has a problem you can solve. They want to hear what you can do to help them.

Ignore the first type. They aren’t interested. They have a lawyer they like and trust and are unlikely to switch to you, no matter how much “better” you are. Or they are okay with not having an attorney and aren’t interested in finding out what could happen without one. 

The first type is comfortable. The second is in pain. 

Always go for the pain. 

Target clients who know they have a problem and want to do something about it.

Pain doesn’t mean injury or damages, necessarily. It could also be a felt need. The estate planning client knows they are risking problems or expenses for their family if they don’t take steps to prepare for the future.

Target prospective clients who are unhappy with their current situation. They are motivated. Open to change.

That doesn’t mean you shouldn’t educate your market about what you do and how you can help them, or why you are the better option. Some of them will want to know more.

Be there when they want to know more, but don’t focus on them. 

Spend most of your time (and dollars) getting in front of people who are unhappy.

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Why I use four to-do lists, not one 

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When I was younger and not as busy as I am today, a simple todo list was all I needed. I could write everything on that list—homework, things to read or look into, things to buy—today, tomorrow, or “soon”.

Today? Not so much. 

Today, one big list for everything would be impractical and overwhelming. Yes, we can prioritize the tasks by putting things in the order we need to do them, or with colors or tags or labels or a priority code, e.g., P-1 for today, P-2 for this week, and so on. 

I used to do this, and it works. But now, I use a variation of a system created by productivity expert Michael Linenberger.

I now use four lists: 

  1. MUST DO TODAY. These are high priority tasks; bad things will happen if I don’t do these today. These include critical calls, letters, or emails, filing deadlines, completing things as promised, and preparation for an upcoming meeting or presentation. I limit this list to 5 items, to make sure I have time and energy to complete them. 
  2. SHOULD DO TODAY. Tasks I want to do or should do today. I don’t have to complete them today, but it would be better if I do. If I don’t get to them or finish them, I usually move them to the following day. I also limit this list to 5 tasks. 
  3. COULD DO (TODAY). Tasks I’d like to complete (or work on) soon, i.e., in the next week or so. If I finish everything on the first two lists, and I have time, I’ll pull tasks from this list to work on. I limit this list to 20 tasks. 
  4. LATER. Everything else. These are low priority tasks for next week or next month, later this year, or someday. This is the biggest list and I don’t limit it. 

A key to making this system work is to review the lists regularly. I review my “must do” list several times a day (until all tasks are done), my “Should/Want to do” and my “Could do” list once a day, and my “Later” list once a week during a weekly planning session. 

Since adopting this system, I know what to do today, what to do next, and what can safely wait, and I am far more productive.

And now, I can cross this task off my list and move on to the next one.

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