How to get prospective clients to see you as the ONLY attorney to choose

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Imagine you are looking for a new accountant. You’ve collected information about several candidates, but you haven’t spoken to any. You’ve narrowed your list to three accountants you plan to contact.

You call the office of the first accountant and tell the receptionist you want to talk to Mr. Roberts about possibly hiring him. You are told that you will need an appointment and you set one up for the following week.

You have a similar conversation with the second accountant’s office, but in this case, you are transferred immediately to Mr. Green. He tells you about his background and practice. He’s friendly and open and you schedule an appointment to meet with him as well.

You call the third accountant, Mr. Jones, and are transferred to his personal assistant, Sally. She asks you some questions and also sets up an appointment with Mr. Jones.

So far so good. Three decent candidates. You’ll meet all three in person within the next ten days and you hope you can choose the right one. You start making a list of questions you will ask when you meet.

You check your email. There’s a message from Sally, Mr. Jones’ personal assistant, thanking you for your call and confirming your appointment. Attached are some documents for you to review before you meet:

  • A letter confirming your appointment, directions, and parking instructions.
  • A F.A.Q. brochure about Mr. Jones, his firm and staff, fees, payment options and other basics a prospective client would want to know
  • Three articles by Mr. Jones, one about saving time and money with bookkeeping, one on how to minimize taxes, and one published in a bar journal about tax issues lawyers need to know that will help with do a better job for their business clients.
  • Another article, an interview of Mr. Jones that was published by a prominent CPA Journal
  • Three back issues of Mr. Jones’ newsletter
  • A booklet of testimonials from Mr. Jones’ clients, including several attorneys, and endorsements from other CPAs, financial planners, and a professor of taxation
  • Mr. Jones’ CV listing his education, experience, awards and honors
  • A two-page questionnaire to be filled out in preparation for your appointment, about your practice and your tax and accounting needs

Every page includes links to Mr. Jones’ web site. There you find additional information, articles, blog posts, white papers, and back issues of his newsletter. There is also a link to subscribe to his ezine via email and links to connect with him on social media. You follow several links and see he is connected to many attorneys, including many whose names you recognize.

The next day, you get an email from Mr. Jones himself. He says he’s looking forward to meeting you the following week, encourages you to fill out the questionnaire, and says he has already visited your web site to get some preliminary information about your practice.

Mr. Jones invites you to send him additional information about your practice that you would like him to see, and any questions you would like him to address.

The next day, in the postal mail, a hand written note arrives, signed by Mr. Jones. It says, simply, “I’m looking forward to meeting you next Wednesday.”

Over the next few days, you get two more emails from Mr. Jones.

The first is an article written by one of his other clients, a lawyer who practices in the same field as you. The email says something nice about this lawyer and Mr. Jones says he thought you might like to read the article, that a lot of his clients have found it helpful.

The second email contains a checklist Mr. Jones gives to all of his clients and a report that shows how to use it to save time and better prepare for tax time. The email invites you to contact Mr. Jones if you have any questions. The email is signed “Bob”.

Next week rolls around and two days before your appointment, you get an email reminding you of the appointment and asking you to either send your questionnaire in advance or to bring it with you.

The next day, the day before the appointment, Mr. Jones’ assistant calls you with a courtesy reminder. She asks if you have any questions, reminds you that they have free parking, and says she and Mr. Jones are looking forward to seeing you.

You haven’t even met Mr. Jones but you already know: he’s the one. You will probably meet with the others, just to be sure, but unless Mr. Jones has two heads and a forked tongue (and maybe even if does), he will be your new accountant.

What can be learned about this experience?

  • Mr. Jones used a “shock and awe” campaign to overwhelm you with reasons for choosing him over any other accountant. Even if you never read the documents he sent you, you are impressed by his diligence and thoughtfulness and convinced he has the requisite experience.
  • The personal touches he adds to the process made you feel good about him. He treats you like a client before you became one. He shows you respect, like you are a valued individual, not a name on a file folder.
  • He provides social proof (articles, testimonials, endorsements) of his experience with and commitment to attorneys as a niche market for his practice. He makes you believe he understands what you do. He shows you that he has helped others like you, suggesting that he can do the same for you.
  • He uses content (articles, blog posts, etc.) to do the heavy lifting. It proves he is good at what he did, without him having to say so himself.
  • It doesn’t take a lot of time to do what he does because almost everything is written in advance and he and his staff obviously use a checklist to manage most of the process.
  • He doesn’t do anything you couldn’t do. You may not have all of the documents he has, but you can start with what you do have and add more later.

I’m sure you can imagine what Mr. Jones will do when you arrive at his office, during the appointment, and after the appointment. Marketing is actually very simple: Treat people like you would like to be treated.

Take some time to outline the process for communicating with a prospective client for your practice. What can you do to show them what they need to see and hear so that they fall in love with you?

Done right, they will “know, like, and trust” you before they even meet you. You won’t just be the best choice, you’ll be the only choice.

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The most important person in your law office

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The most important person in your law office is the person who answers the phone. What they do, or don’t do, is critical to your success.

That’s not an exaggeration. Your “receptionist” can be a major factor in the growth of your practice, or they can destroy it.

When a prospective client calls your office for the first time, they don’t know what to expect. Their legal situation is weighing on their minds and if they’ve never talked to an attorney, they’re probably nervous. They’re looking for solutions, sometimes desperately, and they want someone to comfort them and tell them everything will be okay.

How well does your receptionist do his or her job?

Have a friend call your office and pose as a prospective new client. You listen in. How are they treated? You may be surprised by what you hear.

I’ve talked to some excellent receptionists and I’ve talked to some awful ones. I can tell with surprising accuracy how successful the attorney is, or will be, within a minute or two of calling their office.

A professional receptionist will make the caller feel important. They listen carefully, ask appropriate questions, and explain what the caller needs to know. They don’t talk “at” people, they talk to them. They care about helping people, and it shows.

What are you paying the person who answers your phone? You should either fire them or give them a big raise. They are either making you a lot of money or costing you dearly.

What’s that? You don’t have a receptionist, you answer your own phone? Record yourself answering a few calls and then listen to those recordings. You may be surprised by what you hear.

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Is marketing legal services hard work?

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It’s just work. Marketing, that is. And it’s not hard, really. Compared to the rest of what you do, how hard is it to make a few calls or write a few emails?

It’s not hard to write an article or outline a talk. It’s not hard to invite someone for coffee. It’s not hard to hand write a thank you note to your new clients.

It’s not hard to do these things. It’s just work. But you have to do it.

I heard from an attorney yesterday who has a friend who always seems to have plenty of new clients, yet he doesn’t “do” any marketing. Trust me, he does. If he has a big enough base of clients, which he does after twenty years of practice, marketing for him means little more than saying please and thank you and staying in touch with his former clients. He did the “hard work” years ago when he had no clients. Now, marketing is so easy for him it appears like he isn’t doing any.

The hard part for many attorneys isn’t the work, it’s the ego. If you believe you “shouldn’t have to do this,” you’re going to resent doing it and it will be unpleasant for you. If instead, you believe that marketing is part of the job, not beneath you and really not that difficult, you might actually enjoy it.

You’ve got to get your ego out of the way and just do the work. Schedule time on your calendar every day for marketing and keep the appointment with yourself. Even 15 minutes a day will help you make progress, if you do it every day.

It’s just work.

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The best way to open and close your emails and letters

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“Dear Reader:”

Doesn’t make you feel all warm and fuzzy, does it?

“Dear Friend,”

A little better. And note that a comma is less formal than a colon.

“Dear George,”

Much better. Speaking to an individual. Nothing sweeter than the sound of one’s own name. But “Dear” is a bit old fashioned in an email.

“George,”

Arguably the best way to open an email. Much better than “Hey!” although it’s okay to use something like that for informal messages with people you know really well. Of course if you know the recipient really well, you could skip the salutation altogether and just get right to the message. Perfectly acceptable in email today.

What if you’re mailing to a big list of people? A lot of cc’s or bcc’s or your email newsletter?

Of course you must consider to whom you are writing and the context of the message. You don’t want to be unprofessional, but email is generally considered a less formal medium so a less formal greeting is almost always appropriate. If you don’t know which salutation to use, consider omitting it. You’ll probably be just fine.

What about signing off? “Very truly yours,” or “Regards”? “Sincerely,” or “All the best,”?

I usually sign my emails with “All the best,” followed by just my first name. Friendly, personal, informal. Or I just put my name with no close. With people I email to a lot, I often put my initials (just to be different) or no close at all.

Your emails should be a natural extension of who you are, but also reflect the context of your relationship with the recipient. Use whatever feels right to you, but lean towards informal. Formal messages put distance between you and the reader, and you generally want to bring them closer.

Snail mail is more formal than email, of course, but a personal salutation and warm closing will go a long way towards reaching out and connecting with your reader. “Dear Mr. Jones,” or “Dear Joe,” is much better than, “Dear Client:”.

If you’re sending something to opposing counsel and you want to be businesslike and maintain posture (and a little distance), you’ll probably continue using whatever you use now. With clients and prospects and colleagues, anyone with whom you have or want to have a closer relationship, a less formal and warmer approach is warranted.

Finding the right salutations and closings begins with greater awareness. Over the next few days, take a few minutes to review the emails and letters you send and receive. What do others do? How do they make you feel? What do you do and what affect do you think they have on your readers?

Chances are you won’t make many changes with letters and emails sent to counsel or insurance carriers, nor do you really need to. But there’s probably a lot you can do with letters to clients and friends.

What salutations and closings do you use in your emails and letters? Have you considered any alternatives?

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If I were starting my law practice today, here’s what I would do to bring in clients

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If I were opening a law practice today, my “marketing plan” would be very different than it was when I opened my office thirty-plus years ago.

The Internet changes everything.

So. . . here’s what I would do:

I would start by setting up a web site to showcase what I do. It would be my online brochure as well as a mechanism for networking and lead generation. It would be an information hub, the center of all of my marketing activities.

My web site would be a self-hosted WordPress blog so I could update it without depending on anyone else. I would spend less than $10/yr. for a domain, and less than $10/mo. for hosting.

I would keep things simple, with a clean, professional look. I would favor quality content over bells and whistles. The look would say, “competent, confident, accomplished and approachable,” because that’s what I would want if I was looking for an attorney.

I would add articles and other content to the site, to provide value to visitors and generate search engine traffic. I would continue to add content, seeking to make my site the most comprehensive in my practice area. When someone needed an answer, everyone would point them to my site.

I would make it easy for visitors to contact me through the site and I would encourage this. I want people to ask questions. My answers bring me one step closer to an appointment and a new client. Their questions and my answers would also give me fodder for new content.

I would add testminonials and success stories to the site, providing social proof of my capabilities and add a dramatic aspect to otherwise dry material.

I would set up a lead capture system, using an autoresponder to deliver an online newsletter. I would encourage visitors to subscribe so I could stay in touch with them. Over time, I know they will become clients, provide referrals, and generate even more traffic to my site through their social media channels.

Once my hub was set up, my focus would be to drive traffic to the site and grow my list. I would start by leveraging my existing contacts, telling them about my site and the benefits of visiting. I would ask them to spread the word to the people they know.

Every piece of printed collateral, including my business cards, would include a link to my web site. Every email I sent would link to the site. Every article I wrote would include a resource box and a link to my site.

I would become active in forums and on social media. I would do some networking and speaking to meet new contacts and to stay up to date with the news in my target market.

I would look for other professionals who target my market and propose writing for each other’s blogs and newsletters. If they were physically near me, I would meet them for coffee and explore other ways we could help each other.

I would regularly email to my list, notifying them of new content on the site and sending them other content I found that I thought they might like to see. I would stay in touch with them so that I would be “in their minds and their mailboxes” when they needed my services or encountered someone who did.

I would let people know I appreciate their referrals and thank those who have provided them in the past. I would suggest other ways they could help me, i.e., forwarding my emails to their friends and contacts, promoting my seminar or other event, or introducing me to people they know that I should meet.

I would look for ways to provide added value to my list and even more so to my clients. I would give them information and advice, but not necessarily in my practice area or even anything legal.

I would smother my clients with attention, exceeding their expectations in every way possible, because I know the best way to build a law practice is with referrals from satisfied clients and other people who know, like, and trust me.

Wait. . .  the Internet doesn’t change everything. Marketing is the same today as it was thirty years ago. The Internet just makes it easier, quicker, and less expensive.

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How to be more persuasive in your writing and speaking

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When I was in law school I helped a friend with her divorce. I prepared the Petition (yes, under supervision) and served it.

In those days, even though there were no children or real property and the matter was uncontested, she had to appear in court. I went with her to the hearing in downtown Los Angeles and we waited in the hallway for the courtroom to open.

I’d never seen my friend so nervous. She had never been in a courtroom and was afraid she wouldn’t know what to say. I told her this was a very simple case, the judge would ask a few basic questions and everything would be over in a few minutes. I kept talking, trying to calm her down, but nothing seemed to work. She was visibly shaking and barely able to speak.

Finally, I said, “Oh, here comes the judge.” I was looking over her shoulder behind her. She turned to look. Coming towards us was a shabbily dressed old man with dirty, unruly hair and an unshaven face. It was not the judge of course but a homeless man and the sight of him shuffling down the hall made her laugh.

A good laugh was exactly what the doctor ordered. My friend was able to get through the hearing and soon, we were on our way home.

In the car, she thanked me for helping her and especially for helping her to calm down enough to get through the hearing. It meant a lot to her that I cared enough to do that. We are still very good friends today, more than thirty years later.

So, why did I tell you this story? I could have simply made the point that your clients want to know you care about them and really do appreciate the little things you say or do.

Telling you that story was a better way to make that point, don’t you think?

I talk a lot about using stories in your writing and presentations. You’ve often heard me say, “facts tell but stories sell” and I’ve explained why:

  • Stories have people in them and the reader or listener can relate to them and their experiences.
  • Stories have a dramatic theme; people want to know, “what happened next?”
  • Stories have verisimilitude; they “show” instead of “tell,” and are often more persuasive than a logical argument
  • Stories appeal to human emotion. When you make people feel something, you connect with them on a deeper level.
  • People remember stories long after the facts are forgotten.

As you read my story, I hope you were you able to see my friend and me in that hallway and you could relate to the experience of trying to comfort a nervous client. If you could, then my story did double duty–it made the point about showing clients you care and it showed you why you need to put more stories in your writing and presentations.

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Success in legal marketing is yours for the asking

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Marketing your services is so much easier when other people help you. And help you they will. All you have to do is ask.

So ask.

Ask for referrals. Ask for introductions. Ask for advice from other attorneys. Ask your clients for information about your target market. Ask people to Like your Facebook page. Ask people to forward your newsletters and recommend your seminars. Ask clients what you can do to better to serve them and ask prospects how you can win their business.

Ask and ye shall receive. Seek and ye shall find.

Often, attorneys have trouble asking for help for themselves. They have no problem asking a judge or jury for relief for their client but when it comes to asking people to help them, they get uncomfortable. Their ego gets in the way. They think it makes them look weak. But the opposite is true. Asking for help is not a sign of weakness, it’s a sign of confidence and strength.

And people want to help you. It makes them feel good to do it. It makes them feel appreciated and important. You flatter them when you ask.

Don’t you feel good doing favors for others? You know you do. You like being asked and you like being able to help. It feels good when someone says, “thank you”. So look at asking for help as an opportunity to make others feel good.

Now, I want you to do me a favor. I want you to ask someone for help today and let me know what happens. It will make me feel good to know that my advice worked for you. So will you do me that favor? Thank you, I appreciate your help.

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How to find out what your clients want (so you can give it to them)

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Attorneys ask a lot of questions. We ask to find out what our clients want and need so we can prepare the right documents. We ask questions through discovery, to avoid surprises, develop a strategy, and gain an advantage. Questions are how we tell a story in the courtroom or negotiate a settlement in the hallway. Questions are even how attorneys answer questions they don’t want to answer.

We’re good at asking questions.

We know when to ask open-ended questions and when to ask leading questions. We know how to question a hostile witness, an expert witness, and our own client. We know when a question is proper and when it is objectionable.

All day, every day, we ask questions in our work. Why don’t we do the same thing in our marketing?

Your clients and prospective clients can tell you what you need to do to grow your practice. They can tell you what you need to say to get them to say yes. They can tell you what you need to do (or not do) to make them happy. They can give you information you can use to improve every aspect of your practice.

All you have to do is ask.

You can ask about the specific handling of their case, what they liked best in your latest newsletter, or how they were treated when they called to make an appointment.

You can ask what topics they would like you to write about in your newsletter, whether they are interested in other services you’re thinking about offering, and whether they think your fees are too high, too low, or just right.

You can ask them what you did well for them, and where they felt you could have done better. You can ask which headline they like best, which blogs or magazines they regularly read, or whether they want paper copies mailed to them or if email is just fine.

You can ask in person or over the phone, through email or online surveys and polls. You can ask directly or, for more honest feedback, let them answer anonymously.

You can ask anything, and they will tell you, and what they tell you could be worth a fortune to you.

What if you have always assumed your clients wanted updates only when there is something important to report but in reality, most of them want to hear from you every month? What if you’ve been writing about how to avoid infringing on others’ patents but they want to know is how to minimize employee lawsuits? What if you have always assumed your receptionist is doing a good job but half of your clients think he is rude?

And guess what? People like being asked. They like giving their opinions and they will appreciate you for asking. It tells them that you care about what they think, and that you want to make them happy.

Make a list of questions to ask your clients and prospects and business contacts. Get in the habit of regularly asking people what they want, what they like, and what you can do to improve. And then do something even more important: listen.

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The one thing attorneys need to know about getting more referrals

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If you’re not getting as many referrals as you think you should, the primary reason is that you don’t deserve them.

Ouch.

“But I’m good at what I do. I work hard for my clients and I produce results.”

Sorry, that’s not enough. That’s the minimum standard for any professional. If you aren’t competent and you don’t consistently get results for your clients, you shouldn’t be practicing law.

I can’t give you a checklist of things to do or say that will qualify you to deserve referrals. It’s not that simple. And yet, it’s not complicated, either.

Mostly, it’s common sense and common courtesy. It’s answering your client’s questions before they ask them. It’s offering them coffee because you truly want them to be comfortable, not because it’s expected. It’s speaking to them and making eye contact and shaking their hand and letting them know you’re listening.

It’s not taking phone calls during the client meeting or talking about other clients or cases that are on your mind. It’s showing up early at court not because you need to but because you know your clients are probably nervous and you need to be there for them.

Look at what you do from your client’s perspective. What do they expect from you and what do they get? From the moment they first speak to you on the phone to the last time they meet with you, and everything in between, what do you say and what do you do? What do you not say and not do?

Everything is important. Everything counts. It’s hundreds of little things and you have to get most of them right.

Your clients want to feel like you understand them and care about them as people, not as names on a file. They want to know that although you’ve done this 1000 times before, they are in that moment your most important client. They want to know that you truly appreciate them and that you know they could have gone to 100 other attorneys but they chose you.

Even more than your legal services, they want your respect.

I know an attorney who doesn’t get it. He’s technically good at his work, he’s friendly and patient with his clients and he works hard for them. But there’s something missing. He doesn’t do the little things that make his clients feel like he really cares. He says a lot of the right things, but you can tell he’s just going through the motions. His mind is on other things. He does what is expected of him and delivers results, but he does not go the extra mile.

He does get referrals from his clients. But he could get so many more.

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Why the average law firm doesn’t grow

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Over the last couple of posts I talked about legal fees. The average lawyer is paid average fees and they will continue to be paid average fees as long as they don’t do anything to distinguish themselves from other lawyers.

Similarly, the average law firm doesn’t grow. They have approximately the same number of clients today as they had six months ago. Six months from now that number will be approximately the same.

They may see spikes in new business, a rapid influx of new clients here and there, but in the growth department, most law firms aren’t seeing large and steady increases in clients or revenue.

But some firms do see that kind of growth. Every month they see more clients and higher revenue than the previous month. They aren’t churning, they are growing.

What do these lawyers do that average lawyers don’t do?

They provide exceptional service.

When you provide average service, nobody cares. “Yeah, my lawyer was okay–he did the job I paid him for. . .”. Yawn.

When you do more, when you provide clients with exceptional service that surprises and delights them, they’re going to talk about you. “Wow, if you’re looking for an attorney you should definitely call mine. She is absolutely amazing!”

Lawyers who are growing give people something to talk about. They provide exceptional service that makes clients feel that they got more than they paid for. These clients will not only recommend those attorneys, they will often go out of their way to do so.

They’ll talk about them to anyone who will listen. They’ll keep their eyes and ears open, looking for people who need them. They’ll recommend them, send traffic to their web site, and invite people to their next event.

The law of reciprocity says so.

When you give something to someone, there is a psychological compulsion to reciprocate. Give them what they paid for, it’s a fair exchange. Give them more than what they paid for or expected and they will return the favor.

If you want to charge higher fees than other lawyers, or you want to bring in more clients and see your firm grow, it all comes down to service. Average service, average fees and (lack of) growth. Exceptional service, higher fees and steady growth.

Fortunately, since the average attorney provides average service, it doesn’t take much to stand out. A little creativity and effort on your part and you’ll be the one people are talking about.

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