This article is a summary of the #ABATECHSHOW 2023 Presentation by Sofia Lingos entitled Automating the Transactional Client Lifecycle, based on notes by Riz Ali, edited and optimized by ChatGPT and reviewed by Carolyn Elefant
Streamlining the Client Lifecycle to Start Your Firm Right
If you’re thinking of launching or scaling your law firm, Sofia Lingos’ presentation on Automating the Client Lifecycle will help you start off right. As Lingos explained, there there are several steps you can take to streamline the client lifecycle and make your business more efficient – which are summarized below.
Tools to Attract Clients and Convert Initial Contacts
One initial step to automating the intake process through the use of online forms. By having clients fill out forms, you can quickly identify whether they have a legal issue and which services they require.
To attract clients, it’s important to think about how they will find you. Instead of just optimizing for general search terms like “family lawyer,” consider using specific keywords such as “best divorce lawyer.” You can also leverage your network by telling stories and making yourself more memorable.
When it comes to initial contact, there are several tools you can use to make the process easier. Virtual receptionists are one option while chatbots are great for handling client inquiries, especially for younger clients who prefer to chat online. Additionally, tools like AI chat can learn from frequently asked questions and provide helpful responses to clients.
Delegate Tasks by People or Tools?
When hiring, it’s important to consider both people and tools. For example, Lingos noted that a virtual receptionist can convert 22% of calls into clients and handle tasks such as scheduling, client intake, and payment processing. There are also several scheduling tools like Calendly and Doodle that can help streamline the process.
Automating Client Engagement and Document Prep
Finally, you can automate the engagement process by providing clients with relevant information and documentation. Typeform is a great tool for creating automated documents that can be customized based on client needs.
Overall, starting and running a law firm can be challenging, but Lingos’ tips on automating key tasks and leveraging technology can make the process easier and more efficient. By understanding how clients find you, using the right tools, and automating key tasks, you can build a successful practice and help clients access justice more effectively.