California business law firm saves 20 hours per week with Lawmatics

After posting a cautionary video about red flags when hiring an attorney on his YouTube channel, Taylor identified lack of attorney follow-up to be the chief complaint from legal consumers in the comments. Putting this information to use, he developed a communication policy in which he follows-up three or more times on multiple channels. Implementing this into Lawmatics drove his client retention rate up to 35% per year. “I've set up certain emails to apply some pressure and remind people that I exist.” Automations make it possible to instantly and consistently follow up with new leads post-inquiry and clients post-consultation to stay top of mind."

In the absence of Lawamtics, follow-up emails, client intake forms, and consultation requests all had to be delivered to clients on a one-off basis after initial inquiry. Now, the instant a prospective client submits an inquiry form on the website, their information is pushed directly into Lawmatics and kickstarts the intake automation process. Conditional formatting on intake forms makes the data collection process even more streamlined in that you can tailor the questions to the type of matter. “It takes me two to three minutes to review [a new inquiry], and depending on the matter, I can have an appointment booked the next day — boom, done.”

One of Taylor’s greatest frustrations was trying to decipher what led certain prospective clients to follow through and others to never be heard from again. With total control over his data using Reporting & Insights in Lawmatics, he was able to better monitor which of his marketing tactics were working best and how close he was to reaching his growth objectives. “The tracking makes it easy to see where leads are coming from. For instance, I've seen a definite uptick in Google My Business leads and other external marketing efforts, which wouldn’t be possible without Lawmatics.”

Before Lawmatics, Taylor had less time to do the things that he was most passionate about due to the significant time lost returning calls, sending out emails, and various other manual processes that he has since automated. Thanks to Lawmatics, not only was he able to save more than 20 hours a week, but he has peace of mind knowing his business is operating at peak efficiency. “I'm a lot less stressed now and I have a lot more time to do the things that I want to do than I did when I was first starting."

Once a matter is resolved, Taylor reaches out to former clients by sending out an automated follow-up survey to fortify his Google star rating. “If a client rates me highly, it will prompt them to leave me a Google review — that way I'm only getting the best reviews possible.” More importantly, Taylor values the feedback he receives from clients in order to improve their overall experience. Automated end-of-representation surveys double as a means to solicit feedback and course correct wherever necessary.

Toggling between multiple programs for your marketing and client intake can compromise your time and data integrity. “ I wanted something all-in-one so that my marketing could exist along with my client intake.” Lawmatics comprises the bulk of Taylor’s tech stack, eliminating duplicate data entry while solving many operational challenges unique to legal. “I don't think I'd be nearly as successful without Lawmatics. It's been a key driver of growth in my business as part of my tech stack.”