My Legal Checkup ®

for legal firms

Enhance client experience and generate

additional fee income with minimal effort.

Enhancing client experience

Invite visitors to take an online legal check-up by emailing or texting a link pre consultation or as part of the onboarding process. Alternatively, ask them to complete a checkup on arrival. Legal solutions are provided in a personal report which can be emailed to themselves. A copy of the report is also emailed to your firm, creating client call back requests and building a reservoir of future business potential.

Use as a diagnostic marketing tool

Passive marketing (minimal effort)

Pre-consultation, onboarding, 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.