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Retainer Engine

Law Firm Client Acquisition Guides

Practical resources connecting marketing, human intake, consultation booking, follow-up and measurement.

Building a law firm client acquisition strategy? Define the matters and geography you can serve, consultation capacity, budget and a responsible owner for each stage. Use the client-acquisition workflow guide to connect campaigns with intake and follow-up, then use the weekly intake scorecard to select a measurable improvement. Compare the same enquiry groups over a stated period before increasing spend.

Start with your next operational step:

Review your intake scorecard · Plan after-hours response · Prepare first-call questions · Confirm consultations · Clarify the attorney handoff · Write a useful consultation follow-up · Reconcile enquiry sources · Check capacity before increasing spend · Turn one useful question into a blog and video

Family law client acquisition: where to start

Build a connected path from a relevant enquiry to an attended consultation and a lawyer-approved engagement. Start with the stage that is losing momentum, then review the same measures each week.

For help connecting campaigns, human intake and reporting, explore our client-acquisition system or book a growth call.

How a law firm marketing funnel connects the stages

A law firm marketing funnel connects discovery, enquiry, intake, consultation and engagement. Each stage needs a clear next step and an owner. A booked consultation records a different outcome from attendance or a signed engagement.

Start with the marketing and ROI guide to define costs and outcomes, then use the seven-step intake workflow to assign responsibility between stages. Review comparable enquiry groups over a stated period; separate new enquiries from repeat contacts and internal tests.

  1. Discovery: review search visibility and visits by source. Impressions and clicks describe exposure; they do not establish a prospective-client enquiry.
  2. Enquiry: record genuine calls or forms once, with the source where known. Keep spam, duplicates and internal tests separate.
  3. Intake: assign an owner, record contact preferences and route matter-fit questions for appropriate review. Track unresolved enquiries and the next action.
  4. Consultation: record bookings, cancellations and attendance separately. Review comparable enquiry groups after allowing time for consultations to occur.
  5. Engagement: record the lawyer-approved engagement decision and collected revenue separately. Pending matters remain pending rather than being counted as won or lost.

To compare the economics of those stages, use the law firm marketing cost worksheet. It separates cost per genuine enquiry, cost per signed engagement and contribution-based acquisition ROI, with a clearly labelled hypothetical example.

For the records behind those stages, use the law firm CRM pipeline guide to define stage entry conditions, enquiry owners and next actions. Keep consultation attendance, engagement decisions and collected revenue separate in the report.

Compare acquisition options and review your intake plan

Review advertising spend and local provider scope

Use the firm’s own records to compare costs, response coverage and responsibilities before expanding a campaign.

  • Marketing-cost calculator: use your own figures to compare cost per enquiry, cost per signed engagement and contribution after entered costs. Controls are available in English and Hebrew; the surrounding guide is in English. Unknown figures stay unknown; this is not a profit forecast.
  • Advertising-spend review: separate media and service costs, then examine outcomes and delivery contribution.
  • New York intake planning: define service scope, response coverage and the next action for each enquiry.
  • Chicago provider comparison: review six responsibilities across ownership, response, handoffs, reporting and economics.

These are planning frameworks. They do not establish a local performance benchmark or replace the firm’s review of its professional responsibilities.

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