Complete visibility of the entire client journey

When Attorney Bill Miller was introduced to Lawmatics, he had been using a combination of tools. At that time, Lexicata (now Clio Grow) was used for his lead management, and Mailchimp was used for email campaigns. With limited visibility into the success of his marketing efforts, Bill was searching for a solution that would allow him to execute the delivery of lead magnets and track conversion through the entire marketing and sales funnel.

“I was frustrated by our inability to track how people found us right from the beginning. We produce a significant amount of content; using separate systems to manage lead magnets, email delivery, and follow-up campaigns became a taxing process.”

When marketing processes are executed in disparate technology programs, it is nearly impossible to determine the success of any campaign or content piece due to the lack of information tracking from one system to another. While other CRM solutions give law firms the ability to track and manage leads, they lack the reporting and automation features necessary to measure conversion at every stage due to the required integration with other systems.

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Miller Estate and Elder Law chiefly uses Lawmatics to capture, track, and measure their marketing efforts. These efforts include forms, automated emails, nurture campaigns, source tracking, and reports. When the team implemented Lawmatics, they worked hand-in-hand with their onboarding manager to migrate from their old systems and segment their contacts.

You don’t necessarily need more leads. You do need more clients. Many law firms and the marketing partners they work with are solely focused on generating new inquiries. Without a unified system to track, manage, and automate the follow-up process, the result is what we like to call “marketing waste.” A lack of follow-up with leads generated, broken processes, or the use of systems that don’t fully integrate leads results in one or more of the following outcomes: low conversion rates, higher marketing costs, or an overall decrease in marketing ROI and annual revenue.

Now that Bill and his team have a platform that can automate, track, and manage the lead follow-up process, they are able to increase the overall effectiveness of their marketing efforts. By eliminating multiple systems, true visibility and accurate reporting were achieved for all channels. Additional capabilities such as list segmentation and automated follow-up campaigns have provided Miller Estate and Elder Law the opportunity to create a personalized experience and a trackable journey for every prospect that engages with the firm. Overall, that improves the client experience and creates an incredibly professional image in the eyes of the reader.