SRA regulation confines solicitors’ duty of care to client instructions.
Question: should duty of care extend to providing a holistic legal service to identify a clients vulnerability if essential legal provision is not in place?
Answer: My Legal Checkup, our 3 minute questionnaire, achieves this by analysing an individuals circumstances and presenting solutions in a personal report.
Passive marketing (minimal effort)
Prime: pre-consultation, onboarding.
Additional: website, advertising, emails,
internet promotion.
Proactive marketing (initiating opportunities)
Email marketing, data reservoir, social media advertising, business development, corporate clients, annual review reminders, family referrals.
Invite visitors to take an online legal check-up by emailing or texting a link pre consultation or as part of the onboarding process. This is a logical and reasonable request request at this point and should acheive a good response.A copy of the personal report is emailed to your firm, creating client call back requests and building a reservoir of future business potential.
Free 3 month trial offer: conditional on useing one of the prime applications. (onboarding/appointment confirmation)
Setup: includes own URL, installation support and marketing materials.
Branding: in legal firm livery on conclusion of the trial period – £250.00
Subscription: £150.00 per month per office on conclusion of the trial.
(All fees subject to VAT)