How Does Client Clerk Work?

Here’s the step-by-step process for how Client Clerk generates leads for law firms, books consultations, and does everything in between.

Customized Lead Generation Landing Page

Firms who want to acquire more leads without spending their whole budget on paid search can leverage Client Clerk’s proven lead generation system.

The system works like this: For your specific niche in the legal field, we will create a landing page for your firm that offers a free resource, such as an ebook download. For example, if your niche is child custody/family law, your lead-capture website will be [FirmName].CustodyKit.com. This customized landing page offers an ebook, “The Top 10 Mistakes Parents Make In A Child Custody Case.” Our marketing team runs digital marketing ads that offer the free resource. When someone in your firm’s geographic area clicks the ad, they will be taken to your firm’s customized landing page. The potential client must enter their email address and other relevant contact information to download the ebook.

Lead Is Funnelled Into Attorney’s Client Clerk Platform

Immediately after a person enters their information to download the ebook, the lead is funneled into the attorney’s Client Clerk dashboard.

Automated Communication

Within minutes of receiving the ebook, the lead will receive an automated email from the attorney/firm. The prospective client will receive up to 10 automated emails and SMS (text) communications. Each communication provides helpful information to the prospective client and gently encourages them to book a consultation. Once a lead schedules a consultation, the automated messaging sequence stops.

Lead Organization

In addition to leads generated via the free download, leads from other sources are organized in one user-friendly dashboard in the Client Clerk platform. Whether new leads come through email, online forms, social media messenger apps, or chatbots, they will be organized in one dashboard within Client Clerk. Regardless of the source, Client Clerk’s automation will communicate with each inbound lead, including responding to inquiries.

Consultation Scheduling

Client Clerk integrates with virtually any third-party calendar platform. Thus, no follow-up calls are necessary to schedule a consultation. Once the consultation is booked, Client Clerk’s automated communication is still deployed, sending friendly reminders and educating the prospective client about “what to expect” during the consultation.

Please note: Automated communications are fully customizable.

Boost ROI & Profitability

With a combination of an effective custom-built landing page, Client Clerk's automation brilliance, and our proven track record of legal marketing success, your firm can experience steady, sustainable growth.

The first step to retaining more clients is scheduling a consultation with one of our legal marketing experts.

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