On March 8 Law Firm Mentor's Allison Williams and Maddy Martin from Smith.ai and I held a webinar about whether and how to charge for initial consultations called “The Dos and Don'ts of Paid Consultations for Attorneys.” You can watch the webinar replay here.
Throughout the webinar Allison, Maddy, and I shared a bunch of resources. Attendees said they wanted to track them (and, ideally, all in one place). We're obliging with this blog post.
Allison shared the following nuggets, among others:
- Ways to help law firms deal with intake and sales objections.
- A five-video sales training series for lawyers and law firms. Access that here.
- You can find Allison's Podcast, Crushing Chaos, here.
- And, finally, the registration page for her upcoming Intake Mastery Webinar, scheduled for March 10, 2021. Register here.
Maddy from Smith.ai shared the following resources:
- Smith.ai produced an Infographic on the 2019 Clio Legal Trends Report that covers many of the statistics Maddy discussed, including those around client urgency.
- They also have a Law Firm Communication Playbook that includes, on page 7, the marketing cost/revenue table that Maddy mentioned and that firms can fill out for greater insight on the cost of their marketing.
- A full list of Smith.ai integration partners, including, most relevantly, scheduling tools in particular.
And here are some of the resources that I mentioned:
- Read up on our integrations with Calendly, Acuity, and our new integration with Smith.ai here.
- Our recent blog post about whether and how to charge for initial consults, drafted in preparation for the webinar, contains some additional information including some of the ethics opinions about the ethics of retainers that are "earned-upon-receipt" and some of the other mechanisms around charging for initial consultations.
- Finally catch our podcast, Financially Legal here.
There's lots to be said about paid consultations - Allison, Maddy and I barely scratched the surface.
Until next time!
Let us help reduce the cost and improve the client experience associated with accepting payments.
