How Do You Track New Incoming Work at Your Law Firm?

February 24, 2012 — Leave a comment
law firm social media ideas
It’s a very simple concept.

One of the most important aspects of law firm business development is how and if you track the source of work for new clients/files. 

It’s not enough for your client to tell you they found you via a referral, an add or online.  You need to dig deeper and ask where exactly they found you.  Did they read your blog? Follow your tweets? Perhaps a colleague recommended you and then they looked on your website.  What series of events led up to them contacting you.
I get asked on a regular basis how you track social media success and ROI.  Diligently tracking your source of work for all new clients and matters is a MUST.  Create monthly reports to see what works and what doesn’t.  If your blog is bringing in new clients but Facebook is lacking, drop Facebook.  Evaluate and re-evaluate every three months. 
How do you track your incoming work? What software do you use? Please let me know in the comments below.  Please share your positive and negative feedback as well.

Samantha Collier

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Samantha Collier supports lawyers, law firms and legal industry consultants in their social media marketing efforts. Her blog, Social Media for Law Firms, won the 2011 Canadian Law Blog Awards in the Best Practice Management Category and she was recently recognized as part of "The 24: Canada's Top Legal Social Media Influencers" from The Counsel Network.