Hello everyone,

Onboarding clients used to be such a daunting and time-consuming process for me—and I know many feel the same way. So, I decided to automate it using Make.com for UNDER $10/month, and it’s been a game-changer!

Here’s how I did it:

1️⃣ Started with a free tier, then moved to the more flexible $10 plan.

2️⃣ Created automation that triggers whenever new clients fill out an onboarding form (think Google Forms/Typeform).

3️⃣ Set up data processing to extract their information seamlessly.

4️⃣ Connected it all to my tools like Trello/Asana to ensure I had everything sorted and sent welcome emails automatically!

5️⃣ Tested everything to ensure smooth sailing!

This entire setup has saved me hours every week while keeping my onboarding process organized. It feels great not missing any details!

Has anyone else automated their onboarding processes? How did you do it? Any favorite tools or tips you’d recommend? Would love to hear about your experiences!

I lead marketing and business development at a small, very niche law firm. It’s the first time we have ever had a formal role for my function and there wasn’t a commission agreement when I took the job, since attorneys have always lead most of the actual recruitment and onboarding of new clients. Attorneys take 30% net revenue of the new matters they bring in.

Now that we are doing more to track and build our lead gen funnel through my work, I want to be informed for future conversations around comp, since my efforts will start to impact growth. I’m curious how others in similar roles get paid specifically for lead gen or new business. Thank you!

Also, our firm has three equity partners and offers a subjective bonus for non-equity attorneys based on specific performance criteria (billable hours for most cases) in addition to origination. I could go that route, asking them to incentivize me based on specific lead gen metrics that matter to them - but it’s such a small target market that I worry the equity partners would say “they already knew those prospects.” Interested to know what others are doing, if anything. Finally, I don’t do any lead qualifying- our LAs help with that and intake.

My father is an attorney. He hasn’t gotten a check in about 7 weeks. His law firm is basically failing. He has an office manager who is supposed to do marketing for my dad but the office manager only brings in a client once in a blue moon. His office manager goes to a small church and brings in clients from the church from time to time and he speaks on small radio station about my dad’s law practice on rare occasions- that’s about it. My father refuses to get a new office manager as he is afraid he will not get any new clients. My father gives severe/ extreme discounts when does get a client and he tells his clients they will not find a cheaper price in the city. I’m not saying that’s a good thing.. it’s just what he does. I am trying to figure out how to market him online. No one knows he exists. Are there any attorneys out there who have had success on specific platforms? Or have any helpful marketing tips or suggestions? My dad practices personal injury, immigration, and he does will & trusts, closings and divorces. Thank you in advance!

Any creative ideas other than PPC and SEO

Hello law firm Marketing community! I am a marketing person for a law firm, and I have been tasked with targeting more trucking accident cases. Is there anyone on here that has success in this realm and willing to talk to me about marketing channels that helped boost their success. I have found that successful firms to a lot of speaking events and market their fee splitting. But what else is out there besides ppc and seo?

The name of our law firm is the last name of several lawyers ("Smith, Jones, Green & Red LLP") and all but one of these lawyers has retired. Although the firm's been in existence for several decades, I'm considering renaming the firm to a "brand" that has nothing to do with the last names of the lawyers but is instead connected with what we do and how we practice.

A new name could give us a good brand to build upon (to build out the website, advertise, connect with clients) over the stuffy name we have now. It may help us connect to a younger generation. And it may make it easier to sell the practice down the road.

On the other hand, our current name carries weight in the community and has years of presence on the web that helps our visibility in google rankings.

Just wondering if anyone has experience with this, because I'd love to talk to someone who knows more about this type of thing than I do.

I am an agency, and we have tested a few. Personal injury checklists seem to work best and are simple enough to create. "XXX things to do immediately after an accident" kind of content.

Next month we are going to start testing more emotional/personal-based content like "4 signs you are emotionally ready to start a personal injury claim". "10 things to prepare your family and yourself for before starting a personal injury claim".

While I begin working on that, I thought I would see what's working for everyone else? Do any specific personal injury topics work well for you or different formats like quizzes, ebook, or recorded webinars that you'd recommend testing sooner than later?

Myself and two other attorneys are in the process of forming a new law firm. As I used Donald Miller's strategy for my firms marketing the team put me in charge of getting the marketing messaging in place for the new firm.

A little background on the new firm. Our ideal clients will be larger, small businesses and small middle market companies. We will also be representing experienced real estate investors, developers, forming funds/syndications. The firm will focus exclusively on business and real estate transactional work. The firm will utilize technology and established systems and processes in order to streamline the process and create a frictionless client experience. We are aiming to disrupt the traditional law firm model as it is outdated and people do not like how it is structured, and neither do we.

If you are familiar with Building a Storybrand we must identify a villain, external, internal, and philosophical problems our customer faces. We have established the villain is traditional law firms. The external is clearly getting transactional work done as they would not be working with a traditional firm and considering a switch unless they had that work. My question is, do we cater the internal problem to coincide with the villain or the external problem? For example, I have develop the below two internal problems. The first focuses on the external problem and the internal problem that arises from it. The second, focuses on the villain which is traditional law firms, and the internal problem that comes as a result. Which one should we focus on for our marketing messaging?

Confusion and Overwhelm*: When navigating complex legal agreements, clients often feel confused, overwhelmed, and uncertain about the terms and implications. This creates anxiety and fear of making a costly mistake, leading to a loss of confidence in their ability to manage the transaction effectively.*

Feeling Confused and OverwhelmedTraditional law firms often use complex legal jargon and convoluted processes, leaving clients feeling confused and overwhelmed. They may doubt their ability to fully understand what’s happening in their legal matters, leading to anxiety and frustration.

Thank you for all your input and insight.

I recently went solo after 12 years in-house and am sorely lacking for clients to ask for a Google Review. I was told that I should have at least 10 reviews for looking trustworthy. Since I’ve only had a few clients to date, would it be improper/weird /tacky to ask past business clients from my in-house roles to give a review about the quality of my work? Or should I just wait until I have more new clients of my firm and not worry about the number of reviews for the time being. Thoughts? Thanks!

I’m a PA/NJ attorney looking for a legal marketing co. Not interested in digital marketing.

Our associate is moving on. He was doing a lot of the blogging and quarterly newsletter. I’m planning on hiring it out. Can anyone recommend a marketing firm for small groups like ours?

How much is the average cost per lead, cost per qualified lead and cost per retained that we see for a divorce lawyer?

Edit: This would be in a highly competitive market, utilizing SEO and LSA ads only.

For a law firm seeking to expand in a new location, what is the best way to attract maximum customers using different promotions?

Neutral QDRO Drafting in MN

Hello! I have a family law attorney who offers neutral party QDRO drafting services and he wants to expand his network to more family law attorneys that he can help. The partners here have shut down my idea to give him a featured profile on best lawyers or find law. He claims the other attorneys don’t use those so it leads me to think that I need to make some kind of magic happen that doesn’t involve spending money. This firm is in Minnesota. Imagine that this is an attorney that I will need to walk through everything and provide all of the steps and that they will take zero initiative on their own.

Backstory : I’m trying to leave my current job as there is consistent pressure to break CASL from management……

I provide video production services for law firms, primarily personal injury firms. Do good marketing companies exist for a smaller business like mine? I'm looking for specific recommendations regarding companies you may have had positive experiences with.

I'm one person running it, though I contract with photographers occasionally.

Hi Guys. I own a insurance adjusting agency that has been helping people with their auto diminished value and total loss claims. I was wondering if law firms would be willing to sell me their leads for these. Both leads they've engaged and ones they've turned down for whatever reason?

In January of 2023, I was hired by a small PI law firm to be a videographer, as the owner wanted to start posting on social media.

Fast forward to a few months ago, and she told me that she would like me to be in charge of all things marketing -- more out of necessity than my actual skill or experience.

I've been doing the job for about 5 months now, and I feel lost.

We're bringing in about 10-20 cases per month (mostly through referrals and Facebook ads), and she wants to get us up to 50 cases per month as soon as possible.

Does anyone out there have any good resources that I could use to actually learn this job? I'm reading as much as I can and watching as many videos as possible, but at this point, all the information feels like it's contradicting. I feel like I don't have the time to do all the things, and I'm putting like 60% effort into a few different tasks.

Basically, what are some things I can control or do on a day-to-day basis to bring in more clients while still working on the social media for the brand (my original job)?

Who comes to mind? What location(s)?

Hi everyone, I'm a solo lawyer and I'm looking for some advice on setting up texting for my office number. Does anyone have any recommendation on services or features that work well for them? Thanks!

It seems that different types of firms advertise differently. I rarely see criminal or family law on billboards but see PI billboards daily.

The marketing tools that worked in the past. I am seeking someone that thinks "outside the box"- ppc, billboards, tv, to assist my firm with driving calls. We have an Seo partner and a website.

Hey folks - if this type of post isn't allowed please let me know, it's not my intent to be spammy.

Originally started working on an AI SMS assistant to help real estate agents automate communication with leads, but have actually gotten some interest from law firms in recent weeks.

It seems like law firms actually have a decent volume of leads that they need to communicate with (I guess a lot of people are getting sued or want to sue lol)

Would love to get thoughts/feedback on if what I'm working would actually be useful - thanks

Currently working at a NY injury firm. Responsible for marketing. I showed my boss dozens of impressive examples of tiktoks / reels that i'd like to shoot. He's declined. Neither does he want to do reaction videos that seem like they bring success to their respective firms. I have the feeling we're missing out on the short form content wave. I am not a lawyer. Continue to convince him or just leave it alone?

Questions: Is there any way to see the Change History on your Google Business Profile and to see who or what is making the changes to a listing? Is there anyway to know if Google or a competitor made the changes?

Over the past month we noticed a decrease in viable leads and an increase in leads seeking pro bono & post conviction relief. Reviewing our Google Business Listing we found that our address was slightly different (Suite changed to Unit), and that the Google pin for the location of our business has been moved to an undesirable area of a nearby city. I made the request to change the address back to it's correct location. In doing so Google un-verified our Google Business Profile. Everything for re-verification was submitted. At this time our GBP is verified but our location continues to be pinned in the wrong area. The change to the correct location is "pending". I've contacted Google regarding the issue and they only reply with generic information of no help. It's crazy that trying to correct incorrect information has caused so many problems.

I found other posts on the internet for the same problem (business moved to a corn field), but no answers or solutions.

Thank you for your input.