It will only take 3 minutes for your website visitor to complete seven questions about their personal circumstances, watch relevant video content and become informed about legal services.
The report will be presented on screen and will provide a full assessment of their preventative legal needs including wills, probate, powers of attorney, co-habitation and more.
Their report is emailed to them with a copy forwarded to you with permission to be contacted about their report.
If they would like to speak to someone or get specific advice they can choose to request a callback, or you can contact them directly by email, text or phone.
At the point of onboarding a new client, regardless of the nature of the work, it is a perfectly natural request to ask the client to complete a checkup and should achieve a very high percentage of completions.
Sample Checkup request
When confirming an appointment, simply add a checkup request. For example: ‘This is to confirm your appointment with Mr Harrisat 11.30am on Tuesday 5th October at our Reading office. Please click https://mylegalcheckup.uk/checkup-modern/ to take our 3-minute legal checkup which will help us assess your legal needs as part of our client duty of care’
The Solicitors Regulatory Authority estimates that 30% of adults have unmet legal needs and for those aged between 25 and 55 this is much higher. My Legal Checkup addresses this lack of awareness in the private client arena and invites you to offer solutions.
By using My Legal Checkup you are going beyond the minimum requirements set by the SRA code of conduct (3.1 & 3.4) to ensure a more comprehensive ‘duty of care’ towards the well-being of your clients.
If consistently used in one, or better still both of the above methods, the additional income generated will far exceed the cost and the resulting increased professionalism will enhance the reputation and stature of your organisation.
Compliant with General Data Protection Regulation (GDPR)
Client data and ownership secure
A trial period of 3 months is free of charge with no obligation to continue thereafter.
Own branding customisation is available on completion of the trial period.