7 Steps to More Referrals – Step 1: Set expansion goals

7 Steps to More Referrals – Step 1: Set expansion goals

Referrals are far and away your best marketing channel, as you own it 100% and no algorithm change, price increase, or influx of competitors is going to diminish its effectiveness.

Best of all, the ROI of referrals exceeds that of all your other marketing investments, for small dollars are all that is needed to fund an effective referral-generating program.

In this series,  we outline the 7 steps we use to generate more referrals for lawyers. You can readily use these steps yourself or with your team. 


Can you 2x or 3x your referrals?

Begin by analyzing your current referral flow and efforts. How many are you receiving and what are you doing to obtain them?

3-4x scenario

Maybe your volume is low – 10-20% of your new clients are referred by lawyers, allied professionals, and past clients. And you and your team are not spending much time cultivating those referral sources, let alone seeking new sources.

In this situation, we would set aggressive targets: (1) triple your referrals within 18 months and (2) quadruple them in 30 months.

50% increase scenario

At the other end of the growth spectrum are lawyers who receive 50% or more of their new clients by referral, devote material attention to existing referral sources, and periodically seek out new sources.

Because the base number is already large, a 50% increase within two years would add a lot more referrals. But that target would still be achievable, for it is the rare attorney whose team is doing everything possible to maximize referral flow.

Growth plan

Step #2 will outline the specific techniques that we use to increase referrals, and that you can adopt. Subsequent posts will detail each technique, complete with examples.

How I Get Clients with Attorney Nima Etemadian: Maximizing Past Client Referrals

How I Get Clients with Attorney Nima Etemadian: Maximizing Past Client Referrals

Personal injury attorney Nima Etemadian has rapidly grown his firm’s revenue 3x over the past two years. He credits referrals from satisfied past clients as a major contributor, alongside attorney and medical referrals.

Nima shared his effective techniques for keeping past clients engaged to drive ongoing referrals with James Amplifier President Kara Prior during an interview on the Grow With Kara show.

Remaining Top-of-Mind Through Regular Check-Ins

A cornerstone of Nima’s referral strategy is consistent communication with current clients every two weeks, regardless of case updates. This strengthens those relationships in the long-term.

Additionally, post-resolution his team nurtures past clients with mailed thank you notes, birthday cards, e-newsletters and diligent database management. This keeps the firm visible as clients’ needs evolve.

Positioning as the Go-To Resource for All Legal Issues

When speaking with injury clients, Nima emphasizes, “I want to be the first person you call for anything legal.” This positions his firm as a broad resource beyond personal injury.

Consequently, past clients now regularly contact Nima regarding issues like wills, divorce, and other practice areas that he then ethically refers out.

Maximizing Referral Value

By sending non-injury referrals to attorneys who reciprocate with PI referrals, Nima has created a mutually beneficial loop. So past clients drive new cases both directly and indirectly.

As Nima notes, responsively maintaining past client relationships enables achieving the full lifetime referral value lawyers often leave on the table.

In summary, through regular check-ins, post-resolution nurturing, and positioning as a trusted legal advisor, Nima builds enduring goodwill and visibility with past clients. This loyalty directly converts into new referrals while keeping his practice top-of-mind.

Webinar: Low-Cost, Rapid-Start Legal Marketing
Attorney Nima Etemadian: Website | Instagram | Facebook
In just 4 years Nima Etemadian and his partner have built an exceptionally fast-growing injury firm in the competitive SoCal market. They doubled revenue their second year, tripled it their third year, and are on track to triple again this year.
How Long Does It Take to Get Law Referrals from Professional Sources?

How Long Does It Take to Get Law Referrals from Professional Sources?

If you only have a couple new referral partners, timing can vary widely … from almost instantly to waiting six months for the first referred clients to appear. We have seen both outcomes.

However, if you assemble a larger group of partners, timing as well as volume of referral flow become more reliable and predictable. This latter approach is what: we recommend, detail below, and takes six months to achieve.

Finding New Law Referral Sources

In your first three months as a subscriber to the Marketing Amplifier, we guarantee you two phone appointments each month with high-quality and interested referral partners. After the first three months, we calendar one or two appointments for you each month.

We follow that approach to kickstart your new referral partner group before dropping down to a volume of introductions that is more readily handled.

While we assist with cultivation of your new partner group, your personal attention to the new relationships is also needed. For that reason, once you have a core group of partners, you will find that talking to one or two new prospective partners each month will keep your referral group growing at a healthy but manageable pace.

Expect that some new partners will send no referrals, others will send modest volumes, and a few will be highly productive. You only need four or five prolific referrers to give your practice a material boost. Be on the lookout for those especially productive sources while you continually seek and cultivate new partners. When you find those winners, pay special attention to them.

Ways to Cultivate New Referral Sources

We help you cultivate your new referral sources. How we do that is detailed in our article How Do You Help Me Stay in Touch with My New Referral Sources? Here we provide ways you can supplement our efforts.

  • Visible effort to refer. Inquire about the type of legal business wanted. Learn the characteristics of your new referrer’s ideal client. When and where is that ideal client likely to surface?
  • Inclusion. Invite the referral source to your firm parties and client gatherings. Introduce them around.
  • Publicize. Welcome and describe your new referral partners in your law firm newsletter. Follow them on social media and share their articles on your pages.

Results to Expect

If you take the calls we set up for you, use our partner cultivation materials, and add a bit of your own attention and care, you can expect referrals to begin flowing after three months and rise up to a reasonably predictable level within six to nine months.

The keys to obtaining growth in your initial number of referrals are

  • Taking good care of the referred clients
  • Keeping the referrer informed 
  • Thanking the referrer
  • Staying in touch
  • Regularly approaching potential new referrers

Contrary to popular perception, cross referrals are not necessary to a successful referral relationship. They certainly help, and some referral sources will dry up without return referrals, but many referral sources will continue without them. And properly maintained, those sources can remain productive for years.

How Do I Impress My Law Firm’s Leads?

How Do I Impress My Law Firm’s Leads?

How Do I Impress My Law Firm’s Leads?

Half of the competitive battle in turning law firm leads into clients is standing apart from the other lawyers the prospect has reached out to.

With voice search, Google My Business, and click-to-call, it is so easy for prospects to quickly generate a list of qualified local lawyers that they frequently contact more than one. The first law firm to impress the prospect is generally the one to land the office appointment and a signature.

How do you stand apart from your competitors? Here are seven ways. All but one can be created once and used forever.

Starting Strong

1. Lead magnet on your website.

A proven technique that online businesses have been using for years but law firms have ignored is to offer an attractive piece of content on your website using what is called an exit-intent popup.

The exit-intent popup appears when your visitors move their cursors to the website address line, which indicates they are preparing to leave your site. The popup offers an attractive piece of content in exchange for contact information and answer to a qualifying question.

We use an extensive set of frequently-asked questions on our popups, and inquire about the urgency of the legal issue. If the FAQ downloader says the issue is urgent, we call and ask to set an office appointment.

This popup with telephone call generates additional appointments from the same website traffic.

2. Shock-and-awe package.

Every prospect who calls your office, completes your website form, and downloads your lead magnet should receive your digital shock-and-awe package. The best prospects should also receive a hard copy of your package (more on this in the next section).

What should your shock-and-awe package consist of? We use a 200-page book, two educational booklets, a detailed practice brochure, and explanatory cover letter.

The number of lawyers with shock-and-awe packages is miniscule, so the odds are high that none of your competitors will be sending comparable materials to your prospects.

Converting Leads to Appointments

3. Call to offer hard copy and qualify.

We have had excellent results calling leads to offer a free print version of the content they downloaded. Most will say yes to our offer and confirm their physical address. We then inquire about their situation and seek to set appointments with those who are well qualified.

You can readily implement the same approach using your book, FAQs, or other content you offer on your website or through webinars or eblasts. Try it; the technique works well.

4. Nurturing series.

Every lead name you obtain, however you obtain it, should receive a lengthy email series that explains in detail how you help.

Walk your prospects step-by-step through the legal process they will experience when working with you. Empathize with their problem, explain how resolution will occur, and then describe how much better things will be when the problem is resolved. Offer to help and provide your contact information.

Our series run 15-18 letters long, and are sent automatically. The pace varies by specialty, but one email per week is the average. The emails generate appointments that otherwise would be unlikely to occur, for most leads are quick to forget who they reached out to.

Converting Appointments to Clients

5. Office materials.

Your content collection is most effective when tailored to the prospect.

For example, one of our injury-attorney subscribers had an appointment with a seriously-injured prospect who wavered during the appointment and during the follow-up call said he was going to negotiate with the insurance company himself.

The attorney then sent our booklet “How Insurance Companies Work” to the prospect. A week later the prospect retained the attorney, saying he now understood that he was ill-equipped to handle the matter himself.

In addition to sending targeted booklets to wavering prospects, you can display relevant booklets in your lobby, provide them at your front desk, and personally hand them out at the conclusion of your appointment. The key to success is to provide ones directly on point with the prospect’s questions, concerns, or objections.

Avoiding Buyer’s Remorse

6. Welcome kit.

This a modified version of your shock-and-awe package and serves the same purpose — create a positive initial impression. You want your new clients to speak favorably of you and your work, and a well-crafted welcome kit will get them doing so.

In our kits we include a collection similar to the shock-and-awe package, but use booklets that cover questions arising during representation rather than before retention. The cover letter explains what will occur next, and how the client will be updated throughout the matter.

As with many of these techniques, you can create your welcome kit once and use it without modification for years.

7. Reassurance series.

Salesmanship does not end once a client is signed … especially if there is a time gap between signature and visible work. Lawyers are notoriously poor at communicating the work being done behind the scenes.

The easy solution is to create a series of emails that explains what is occurring, and then automatically send these emails at the pace of one per week to every new client. The series, consistent with its name, will reassure clients that work is being done on their matter, all is well, and they don’t need to call your office to ask what is occurring.

We recommend that you set yourself the goal of creating one of these items every quarter. If you have decent website traffic, say several hundred unique visitors per month, adding a popup and placing follow-up calls will prove productive.

Alternatively, you can begin writing educational booklets that can be used multiple ways: as tailored sends and handouts, as part of a shock-and-awe package or welcome kit, and as waiting room reading.

But do begin … before your competition does.

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