You know your firm provides exceptional legal services—do your prospective clients know that? Learn about driving great experiences that lead to 5-star reviews and help your firm stand out from the competition.

1. How to Generate New Business
With Client Reviews
Applying Learnings From the Legal Trends Report at Your Firm

2. Housekeeping
● Session length: 60 minutes
● Use to engage with fellow meetup attendees
and select “everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session

3. 3
Agenda
● Meet the panelists
● Power of 5 star reviews
● Marketing spend
● Asking for reviews
● Navigating reviews
● Helpful tools
● Additional resources
● Q&A

4. 4
Jocelyn O’Neill
Senior Virtual Events Manager, Clio
jocelyn.oneill@clio.com
Geeta Daswani
Founder at The Daswani Law Co.
geeta@thedlc.co.uk
Today’s Speakers
Allen Rodriguez
Founder, ONE400
allen@one400.com

5. 5
How many of you
actively ask for reviews?
a. I do
b. I don’t
c. I don’t know how
d. I don’t because I am
worried about negative
reviews

6. Legal Trends
Findings

8. Power of a
5 Star Review

9. Client Journey
1. Someone experiences a compelling event
2. They confide in a friend or family member
3. They conclude they need legal help
4. Absent a referral from a personal trusted source, they turn to
the internet for help
5. This is where marketing and reviews begin to have a really
fast and big impact on hiring decisions

10. Evaluating a lawyer, what is easier?
1. How many cases like mine have you litigated in the
past year?
2. Do you maintain malpractice insurance?
3. What will be the experience like for me once I hire your
firm?
4. What percentage of your practice is dedicated to
solving problems like mine.
5. What administrative support do you have?
6. How much caseload do you have now? Do you have
capacity for a matter like mine?
7. How does your office manage appearance conflicts?
Will you be using of counsel or appearance attorneys
on my matter?
This Or this?

11. Edging out your competition
1. People would rather interview past clients than continue interview an attorney
2. Reviews are your past clients real (mostly) stories about their experience with you
3. How they left “feeling” about the consultation
4. Price might also likely be a factor
If all things were equal (i.e., price, qualification) what would a lay person rely on to make a final
decision?

12. Edging out your competition
Which rating has the greatest influence on purchasing decisions?

13. Edging out your competition
2018 study published in the Journal of Consumer Research found
that four-star reviews can be more persuasive to potential customers
than five-star reviews — increasing the likelihood of a purchase by
19%.
Boston University’s Associate Professor Daniella Kupor, also explains,
“We found that when people saw the four-star review, they thought
that the review was more through and that the reviewer’s evaluation
was more accurate… A very thoughtful, moderately positive
review can more greatly persuade people to purchase a product
than an extremely positive review that clearly didn’t result from a lot
of thought.”
4 Star reviews with plenty of context are best.

14. Accountability partner
● Reviews are real feedback about how your office is performing
● You can use that feedback in the same way an athlete uses workout data to improve their
performance
● Improving your client satisfaction/delight will result in more referrals and less marketing
spend
● Before soliciting reviews, I recommend using Net Promoter Score (NPS) for measuring
client satisfaction
For more on NPS read:
https://hbr.org/2003/12/the-one-number-you-need-to-grow

15. Lower Your
Marketing Spend

16. Law firm marketing is expensive
According to Wordsteam, the keyword “Attorney” and
“Lawyer” hold the 4th and 6th position for most expensive
keywords.
“Attorney” average cost per click is $47.07
“Lawyer” average cost per click is $42.51
When you take conversion rates into account:
The cost per lead can range from $90 to $600.

17. Law firm marketing is expensive
● It is much more cost effective to provide your clients with a delightful experience than it is to outspend
your competitors.
● Friends and family referrals are highest quality leads (presold)
● Organic search also provides high quality leads, but can also be expensive

18. Positive reviews are your new referral sources
1. Someone asks a friend or family member for a referral
2. They provide a name and then tell the person in need to
use Google for contact information
3. The person in need starts forming an opinion about your
firm based on those search results

19. Positive reviews are your new referral sources

20. Asking for
Reviews

21. Geeta’s process
1. Once a matter is concluded we get in touch with the client to check in. We ask them
- if they have any further questions or if we can provide any further support
- If they are comfortable with the deliverables and donʼt need further support can we close the file and
send over the invoice
- to leave us a review. We make sure we include the link to our Google Reviews page so that the client can
submit their review as seamlessly as possible
2. Once a client has left us a review we make sure to reply to it within 24-48 hours

22. Have a process and follow it
1. Choose a survey cycle - conclusion of every deliverable
2. Ask if the client/prospect is finding the interaction valuable
3. Let the client/prospect know that youʼll be asking for a review
4. Attempt to delight the client/prospect
5. Send a follow up communication along with the review request

23. Case study
1. Incoming call goal, be helpful
2. They aim to be a resource
3. They focus on service to the caller
4. They have dedicated staff to focus on clients
5. They aim to provide value
6. They ask for reviews
526 reviews at an average of 5 stars

24. Navigating
Negative Reviews

25. Negative reviews are not the end of the world
1. Respond to negative reviews
2. Take ownership of actual shortcomings
3. Take ownership of normal processes and procedures
4. DO NOT REVEAL ANY CONFIDENTIAL INFORMATION

26. Negative reviews

27. Negative reviews

28. Negative reviews

29. Helpful Tools

30. 3rd party applications
Or build your own using Google Forms:
https://www.youtube.com/watch?v=d_0483jfcRU&t=52s

31. Have a process and follow it
https://bit.ly/3AEdSa3

32. Have a process and follow it

33. Have a process and follow it

34. 34
Clio’s Offerings &
Additional Resources

35. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings

36. Polls: Participate to win a $25 Starbucks card ☕
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. No, I’m not interested or already
use Clio
36
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. No, I’m not interested or already
use Grow/Payments

37. Additional Resources
37
● Google my Business in Clio
● Clioʼs App Directory for Review Tools
● Report: 2022 Legal Trends Report
● Webinar Series: Applying Learnings From the Legal
Trends Report at Your Firm
● CLE-Eligible Webinar: 2022 in Review:
What's Working for Your Firm and What Isn't
● CLE-Eligible Webinar: Legal Tech Roundup: Tools and
Services Your Firm Needs in 2023

38. 38
Additional
Questions

39. 39
Thank You