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If you are interested in learning more about client referrals, we’ve gathered some resources on it below. Check back here for more comprehensive resources in the not-too-distant future.

How Do I Clients?

From Legal Skills Prof Blog, reporting on an informal survey of Pennsylvania trust and estate lawyers.

From Legal Skills Prof Blog, reporting on an informal survey of Pennsylvania trust and estate lawyers:

After you write a will or trust, do you contact the client in a few years to see if the client needs an update? Seventy lawyers responded. How many responded “yes”? The answer: ZERO.

Oh for fuck’s sake, people.

Featured image: “Portrait of a thoughtful businessman” from Shutterstock.

8 Community Reviews

  1. Jeff Taylor says:

    This response really doesn’t surprise me. A lot of attorneys lack the capabilities to capture and act on the information necessary to follow up. Let alone actually track that stuff. I’ll bet this is very true of the profession as a whole.

  2. Sam Glover says:

    And yet, I bet if you polled the same seventy lawyers to find out who is spending money on online marketing, you’d get a very different response.

  3. Damn it, you beat me.

  4. Jeff Taylor says:

    That’s the shocker, I think. But it hinges on the fact that most attorneys don’t really have a clue what needs to happen to capture and retain clients. Unfortunately, most small/solo lawyers are swamped to their eyeballs in just capturing clients to meet the basic subsistence requirements. Using a methodology to follow up is more work and a different skill set.

  5. Jason Gershenson says:

    What’s wrong with setting automatic reminders as soon as a matter is finished? One for a month out, a year out, 7 years out, however long you want to.

  6. Sam Glover says:

    There’s nothing wrong with it. Just apparently nobody actually does it.

  7. Holden Page says:

    This is insane.

  8. Sam Glover says:

    This is why there are so many lawyers-turned-marketing-gurus. It’s such a low bar. There are 70 potential clients right there, and probably many more who aren’t on that listserv, or who live in any other states. All you have to do is recognize the obvious and get them to pay you to tell them to do it. Cake.

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