Running a law firm without using the marketing data that is gathered by various systems is akin to driving a car with the windows completely covered. You can’t tell where you are, where you’ve been or where you are doing. From our perspective, leaning on the data has become more important for estate planning law firms than ever before.
If your law firm is still operating in the darkness, we have a few suggestions:
Get on board with E2 CRM and CLIPSM. Part of the reason that people give for not using their data is that they don’t have time to review it. But when you have seen the results at law firms that have automated as many processes as possible, you’ll understand how other attorneys have time to review their data and augment digital marketing with in person appearances, publishing articles and speaking.
Ask us! Submit a support ticket to IMS and your account executive will review any reports or data that you have, whether it’s generated by an IMS system or if you are using something else that we are familiar with. Of course we like our own systems best: we know that they were designed to suit estate planning and Elder Law firms like yours, so they will have the most relevant and useful data possible.
Schedule a strategic planning meeting with IMS. It’s not easy to build an estate planning law firm while seeing both the forest and the trees. That’s why clients travel to our offices to dedicate a few days working on their practice, rather than working in their practice. We have a process that has been honed over the course of many years that will yield surprising insights and give you action items, along with reasons why they matter.
Be open to making changes. You won’t get different results without doing different things. Some of those things—like posting on social media or making changes to your website—might make you a little uncomfortable. You won’t break the internet, we promise.
You might not like what you see. Here’s the thing: if no one is reading your Facebook page or looking at your LinkedIn page, wouldn’t you want to know so that you could make changes? The same is true for your law firm marketing data. If the numbers aren’t good, you need to know so that you can make changes.